It has been over a year since my last Genmab ( GMAB ) article, where I discussed Genmab’s pipeline, strategic partnerships, and impressive growth thanks to strong performances by DARZALEX and EPKINLY. Despite ongoing legal disputes with Johnson & Johnson ( JNJ ), I believed that the company’s upcoming Q3 earnings report was going to be a catalyst that could potentially reverse the 20% decline in the share price. Since then, the company has averaged double-digit revenue growth, and the ticker is up over 20%. However, the market’s sentiment still appears to be fixated on the company’s DARZALEX revenue, and the royalties are expected to come to an end in 2029 in the U.S. and the early 2030s in Europe. This is a major concern because DARZALEX has been the company’s primary revenue source for years, and we don’t know if the company has enough in the portfolio to offset those losses, much less continue to grow deep into the second half of the next decade. Well, I read through a recent healthcare conference presentation transcript , and it looks as if EPKINLY, Rina-S, and petosemtamab are all ready for registrational readouts that could establish Genmab’s multi-billion-dollar oncology platform and help reset the bull thesis away from DARZALEX. Currently, GMAB has dropped under my Buy Threshold of $28.25, but a strong bounce off an anchored VWAP has me considering a buy in the near term just in case the market realizes the potential of Genmab’s pending catalysts. I intend to discuss Genmab’s upcoming catalysts and how a clean run of positive data could transform GMAB’s bull thesis. Then, I will discuss how the Street expects Genmab to perform in the next decade. In addition, I will point out some of my leading downside risks that could come from these binary events. Finally, I take a look at the GMAB Daily Chart to see if I can identify an opportunity to add to my position while it is trading below my Buy Threshold. Stacking Up Catalysts As we move deeper into 2026, Genmab'...

mesh cube Recession risks have become “uncomfortably high” as the U.S. economy is now “very fragile” and teetering on the edge of a downturn, said Mark Zandi, chief economist at Moody’s Analytics. In an interview with CNBC, Zandi unveiled a new recession indicator he developed with the help of AI, called the “Vicious Cycle Index,” which he says is currently signaling recession. The new index represents a twist on the Sahm Rule, created by Fed economist Claudia Sahm, but accounts for labor force participation rather than focusing solely on the unemployment rate. Zandi explained that controlling for participation is crucial given recent demographic shifts and immigration policy changes, noting that “if you control for participation and keep it the same as it was a year ago, the unemployment rate today would be about 5%.” The mechanics behind the index are straightforward: when labor market slack increases significantly over a short period, it triggers what Zandi describes as a “self-reinforcing negative cycle.” As he explained, “Consumers get spooked. They pull back on spending. That causes businesses to begin to reduce payrolls, lay off, and you get into this kind of self-reinforcing cycle.” While GDP growth remains technically positive, Zandi emphasized that the underlying growth rate has fallen below the economy’s potential. “It’s not in recession, but, boy, is it very, very close to one,” he said, cautioning that the index confirms when a recession is already underway rather than predicting one in advance. The labor market data paints a concerning picture, with Zandi observing that “the job market is going nowhere fast.” Employment has fluctuated month to month but shown no meaningful growth over the past year, while real consumer spending has barely increased since late last year and saving rates remain low with little room to decline further. Adding to the precarious situation, Zandi warned that external pressures have yet to fully materialize. The effects of th...

Jennifer Abbott, a film-maker, was found dead in her Camden flat with Nancy Pexton, 69, accused of her murder A woman killed her older sister before stealing her gold diamond-encrusted Rolex watch, a court has heard. Nancy Pexton, 69, appeared before the Old Bailey on Thursday accused of murdering Jennifer Abbott in her north London flat on 10 June last year. Continue reading...

Britain said on Thursday it had tracked and deterred three Russian submarines on an alleged month-long “covert operation” in UK waters in the North Atlantic near vital undersea cables and pipelines. Disclosing details of the joint mission with Norway and other unspecified allies, British Defence Secretary John Healey said there was no evidence the Russian vessels had damaged the subsea infrastructure. The UK minister said he was revealing the operation, which involved British warships and...

财联社4月10日讯（编辑 牛占林） 美国缅因州有望实施全美首个针对数据中心建设的全州禁令，此举可能为其他州采取类似措施铺平道路，同时为这一蓬勃发展的行业踩下刹车。 本周，缅因州议员已通过一项法案文本，拟禁止在该州新建规格超过20兆瓦的数据中心，禁令持续至2027年11月。该法案预计将在未来几天内完成最终表决。同时，还将成立一个专门委员会，研究为数据中心制定潜在监管框架，以确保其不会推高电价或给缅因州居民带来其他问题。 尽管该法案获得两党支持，但科技行业组织和企业对此表示强烈反对，担心即便是短期暂停建设，也会使该州发展落后。 Sargent Corporation业务发展总监Glenn Adams表示，任何暂停数据中心建设的地区，即使只是临时措施，也将落后于竞争对手。这家总部位于缅因州的建筑公司目前正在弗吉尼亚州和北卡罗来纳州建设数据中心。 尽管缅因州尚未吸引到大型数据中心项目，但已有若干小型项目正在建设或处于早期规划阶段。即使没有重大投资，随着AI热潮推动全美数千个新项目上马，数据中心及其潜在影响正成为美国政治中的一个焦点议题。 在缅因州，对电价上涨的担忧尤为突出。根据美国能源信息署的数据，该州的电价已是全美最高之一。 "这不是一项反对创新的法案，也不是对经济发展的拒绝，"州众议员梅拉妮·萨克斯上月在议会发言时表示。"缅因州一直是一个拥抱新兴产业和新思想的州，但我们也深知守护我们的土地、水源、社区和长远未来的价值。" 专注能源问题的非营利组织Our Power执行主任Seth Berry表示，暂停建设将为该州争取时间，提高能源供应能力，从而避免成本进一步上涨。 Berry还指出，即使企业承诺为数据中心配套建设自有电力设施，也很可能不足以抵消电价上涨带来的影响。 企业反对潜在禁令 不过，企业界对此提出反对意见，认为更多企业参与电力消费，反而可能分担居民的电费负担。 缅因州商会会长Patrick Woodcock表示，过去几十年里，缅因州造纸和纸浆产业大幅萎缩，而数据中心有望填补这一产业空缺。 Woodcock还提到，缅因州已经建立了“相当完善”的审批流程，可确保新建数据中心不会大幅推高电费或损害环境，全面暂停建设并不是正确的做法。 共和党州议员史蒂文·福斯特指出：“在缅因州，这种暂停措施并没有必要。围绕在缅因州建设AI数据中心的问题，已经被过度渲染出许多恐慌，而这与现...

Michael M. Santiago/Getty Images News The Federal Reserve Board said it has terminated the 2018 enforcement action against Goldman Sachs ( GS ) over the company’s foreign exchange trading business. On May 1, 2018, the Fed said it fined the banking giant $54.75M for unsafe and unsound practices in its forex trading business. The board found deficiencies in the company's internal controls and oversight of traders who buy and sell U.S. dollars and foreign currencies for the firm's own accounts and customers. The Fed’s order required GS to improve its controls and compliance risk management. The regulator terminated the enforcement action coordinated with the New York State Department of Financial Services. Additionally, the Fed terminated the 2015 enforcement action against Crédit Agricole ( CRARF ) ( CRARY ). More on Goldman Sachs Goldman Sachs: Selloff Represents Good Entry Point For Investors Goldman Sachs: Capital Markets Titan At A Discounted Valuation Goldman Sachs Remains A Stock To Hold, Despite Uncertainty In Markets (Downgrade) Goldman: Institutional investors helped shield its fund from private credit exodus

The Los Angeles County Metropolitan Transportation Authority sold about $900 million of debt this week to refund older bonds and finance transit projects, including an extension of a subway line that will serve UCLA and the future Olympic village for the 2028 Summer Games in the city. The securities, which have a top rating from S&P Global Ratings, are backed by a 0.5% county sales tax that voters approved in 2008, called Measure R, to help pay for transportation needs. About $326 million of the sale refunded bonds issued in 2016, with the remainder repaying short-term debt and funding capital projects, offering documents show. The senior-lien Measure R bonds sold this week included debt maturing in 2039 and carrying a 5% coupon, which priced to yield 3.12%, or 18 basis points below an index of benchmark tax-exempt municipal debt, data compiled by Bloomberg show. The bonds changed hands Thursday in two separate trades at the same 3.12% yield. Metro, as the authority is known, is expanding rapid transit and bus service throughout Los Angeles County as part of an initiative to provide more public transportation and to better connect to major sports venues in anticipation of the 2028 summer Olympics . Metro is working to extend its D-line westward to connect downtown Los Angeles to the University of California at Los Angeles, West Los Angeles VA Medical Center and the future athlete village for the 2028 Games , according to Metro’s website . The final section, which includes the Olympic village, is expected to open in the fall of 2027 and will offer a 25-minute ride from downtown to West LA. While the authority has a large capital improvement plan that will boost borrowing, it benefits “from the large, prosperous, and diverse economy of Los Angeles County, with high wealth and income levels,” S&P Global analysts wrote in a March report. “We expect LACMTA’s robust economy will support the pledged revenue streams’ strong performance, low volatility across economic cycles...

The Eventide High Dividend ETF is seeing unusually high volume in afternoon trading Thursday, with over 115,000 shares traded versus three month average volume of about 32,000. Shares of ELCV were up about 1% on the day. Components of that ETF with the highest volume on Thursd

Source: Bloomberg, 0:00

Microsoft Stock Drops Below Key Levels as Risk Pressure Builds

Just a month ago, it looked like the stock market could look forward to two or even three interest rate cuts this year. Such cuts almost always boost share prices. Today, however, the futures market sees a 78% chance that the Federal Reserve will make zero cuts in 2026. Worse, the idea is beginning to creep up that the Fed's next policy move will be a rate hike, not a cut. Cleveland Federal Reserve President Beth Hammack recently said she thinks a rate hike is possible this year. "I could see where we might need to raise rates if inflation stays persistently above our target," Hammack said in an interview with The Associated Press this month. She's not the only Fed official to see it that way. Last month, Austan Goolsbee, president of the Chicago Fed, said that "rate increases have to be on the table" if inflation ticks up in the coming months. And a recent release of minutes of the Fed's January meeting show that 19 Fed officials on the rate-setting committee wanted the Fed's statement to reflect the possibility of rate hikes. Continue reading

Jannik Sinner drops a set at an ATP Masters event for the first time in 186 days but he reaches the Monte Carlo quarter-finals.

In trading on Thursday, the John Hancock Disciplined Value Select ETF is outperforming other ETFs, up about 3.1% on the day. Components of that ETF showing particular strength include shares of Marvell Technology, up about 4.9% and shares of AMAZON.COM up about 4.8% on the day.

Oracle Corporation Introduces Fusion Agentic Applications for Finance and Supply Chain marketscreener.com

伊朗外交部发言人巴加埃当地时间9日在记者会上表示，在黎巴嫩实现停火是巴基斯坦提出的关于停火谈判的谅解方案的重要组成部分，美国承诺停止所有战线的战争，任何违背这一承诺的行动或立场都等同于美国未能履行其承诺。他同时强调，今天，伊朗和黎巴嫩人民之间的团结比历史上任何时期都更加深厚。巴加埃没有正面回应关于与美国开展谈判的地点和时间的问题，仅表示伊方将在谈判代表团的行程确定后公布代表团的成员名单。（央视新闻）

RHJ/iStock via Getty Images First Majestic Silver ( AG ) said Thursday its Q1 production totaled 3.5M oz of silver, 34,341 oz of gold, 15.4M lbs of zinc, 8.7M lbs of lead, and nearly 263K lbs of copper across its four underground mines in Mexico. Q1 silver production fell 4% Y/Y, which the company attributed to lower head grades milled, reflecting a reduced cutoff grade in response to stronger metal prices, and gold output slipped 6% to 34,341 oz, primarily due to lower gold grades milled. The company pointed to significant improvement at the La Encantada mine in Mexico, with silver production increasing 48% Y/Y, driven by higher grades mined from the Ojuelas zone and improved ore flow from management initiatives and a new mine development contractor. First Majestic ( AG ) also said it began a restart plan for its Jerritt Canyon mine in Nevada, targeting production in H2 2027; the restart follows expanded mineral resource estimates and successful drilling results over the past two years. "Q1 production is tracking well against our 2026 guidance, with all operations performing at or above plan, positioning First Majestic favorably in the current metal price environment," CEO Keith Neumeyer said. More on First Majestic Silver First Majestic Silver: Down From Highs, And I'm Finally Buying First Majestic Silver: Leverage On Silver Works Both Ways (Double Downgrade) First Majestic Silver Q4 2025 Earnings Call Presentation

Oracle Corporation Introduces Fusion Agentic Applications for HR marketscreener.com

The Board of Directors of McCormick declared a quarterly dividend of $0.48 per share on its common stocks, payable April 27, 2026, to shareholders of record April 20, 2026. This is the 102nd year of consecutive dividend payments by the Company. AGNC Investment announced today

This might be one of the most underrated AI stocks in 2026.

Key PointsThere is a widening disconnect between growth in AI spending and lower share prices.

Stocks extended their rebound Thursday, adding to Wednesday's explosive gains, on continued optimism that a fragile two-week ceasefire agreement between the U.S. and Iran will hold. Yet many on Wall Street are warning that this two-day relief rally may fade. Long-time market watcher Ed Yardeni, who started working on Wall Street in the 1970s, told clients in a report out Thursday that while the war-induced bottom is in for stocks, that doesn't mean any future recover will come in a straight line. "At the start of this year, we expected the stock market to be choppy in the first half, though we didn't anticipate the war," the president of Yardeni Research wrote. "It is likely to remain choppy until ships can sail freely through" the Strait of Hormuz, he said. That turbulence was evident Thursday, when stocks initially traded lower as West Texas Intermediate crude oil one point jumped above $100 a barrel, only to erase those losses and pushed higher at midday. All the major market averages soared Wednesday, with the Dow Jones Industrial Average climbing nearly 3% in its best day since April 2025, as the U.S. and Iran agreed to a two-week ceasefire. .DJI mountain 2026-04-07 Dow Jones Industrial Average since the ceasefire "Just as we've aimed not to overreact during sharp market downdrafts, we intend to do the same on strong up days," Keith Lerner, chief investment officer at Truist Wealth, wrote in a note on Wednesday. "While we continue to see upside, the path higher is likely to remain choppy, given this is a ceasefire rather than a full agreement." Lerner still expects the market direction to be driven by headlines, adding to volatility. Piper Sandler's chief market technician Craig Johnson shares a similar view. The market hasn't gotten an all-clear signal to rally yet, despite Wednesday's gains. In fact, Johnson recommended on Thursday that investors fade the rally. "Intermediate-term breadth and trends remain defensive and need more time to recover," he wrote. "...

Chip stocks are headed for new highs as measured by the which is up 1.44% to 8,633.44 today. The index is on pace to close at its second record high in a row, and today marks its seventh straight trading day of gains. “My sense is machines and quants drove much of yesterday’s rally with a risk-on rotation vs real active managers rushing to buy” just one day after the Iran cease-fire was announced, he added.

In trading on Thursday, apparel stores shares were relative leaders, up on the day by about 2.5%. Leading the group were shares of Caleres, up about 9.9% and shares of Tilly's up about 7.5% on the day. Also showing relative strength are railroads shares, up on the day by about

In trading on Thursday, application software shares were relative laggards, down on the day by about 2.3%. Helping drag down the group were shares of CloudFlare, off about 11.8% and shares of Qualys down about 10.4% on the day. Also lagging the market Thursday are information