"This practice-changing study demonstrates that zanidatamab is clearly superior to trastuzumab, with a manageable safety profile, in HER2-positive GEA. Moreover, the addition of tislelizumab contributes to the prolongation of overall survival and remarkable durability of responses, with benefit in both PD-L1 positive and negative tumors. If approved, the combination of zanidatamab, tislelizumab an...
"This practice-changing study demonstrates that zanidatamab is clearly superior to trastuzumab, with a manageable safety profile, in HER2-positive GEA. Moreover, the addition of tislelizumab contributes to the prolongation of overall survival and remarkable durability of responses, with benefit in both PD-L1 positive and negative tumors. If approved, the combination of zanidatamab, tislelizumab and chemotherapy should become the standard of care in untreated metastatic or locally advanced HER2-positive GEA patients irrespective of the tumor PD-L1 status." Dr. Geoffrey Ku, Associate Attending physician on the Gastrointestinal Oncology Service in the Department of Medicine at Memorial Sloan Kettering Cancer Center, author of the NEJM manuscript and the ASCO abstract, said: Duration of Response (DoR): Median DoR of 20.7 months with ZIIHERA and TEVIMBRA plus chemotherapy; median DoR of 14.3 months with ZIIHERA plus chemotherapy and 8.3 months with the control arm. Overall survival (OS): A statistically significant and clinically meaningful improvement in OS with ZIIHERA plus TEVIMBRA and chemotherapy, reaching a median OS of 26.4 months; mOS of 24.4 months was reported with ZIIHERA plus chemotherapy, and 19.2 months with the control arm. "Results from the HERIZON-GEA-01 published in The New England Journal of Medicine and presented in an oral presentation at ASCO provide new data about the regimen of tislelizumab added to zanidatamab plus chemotherapy, which demonstrated meaningfully improved outcomes for patients with HER2-positive gastroesophageal adenocarcinoma. In particular, the findings show that this regimen resulted in a survival benefit, even in patients with PD-L1 <1%. This combination has the potential to be an important new treatment option in areas of high unmet need in HER2+ GEA." Dr. Sun Young Rha, Professor of Medical Oncology at the Yonsei Cancer Center, Yonsei University College of Medicine, Seoul, South Korea, senior author of the NEJM manuscript and ...
Earnings Snapshot (Seeking Alpha) Thinglass More on HP HP Inc.: Cheap On Paper, Challenged In Reality HP Inc.: Growth Weighed Down By Printing Segment HP Inc.: Near 52-Week Low, 6% Yield, Valuation Attractive Amid Dynamic Memory Environment HP snaps six straight sessions of gains HP Q2 earnings on deck: What to expect
Earnings Snapshot (Seeking Alpha) Thinglass More on HP HP Inc.: Cheap On Paper, Challenged In Reality HP Inc.: Growth Weighed Down By Printing Segment HP Inc.: Near 52-Week Low, 6% Yield, Valuation Attractive Amid Dynamic Memory Environment HP snaps six straight sessions of gains HP Q2 earnings on deck: What to expect
Six Flags Entertainment Corporation ( FUN ) said on Wednesday it appointed Ash Walia as chief financial officer, effective June 17, 2026. Walia previously served as CFO at Hot Topic and 99 Cents Only Stores and earlier held senior finance roles at Starbucks Corporation. Press release. More on Six Flags Six Flags Entertainment Corporation (FUN) Q1 2026 Earnings Call Transcript Six Flags: Why This Q...
Six Flags Entertainment Corporation ( FUN ) said on Wednesday it appointed Ash Walia as chief financial officer, effective June 17, 2026. Walia previously served as CFO at Hot Topic and 99 Cents Only Stores and earlier held senior finance roles at Starbucks Corporation. Press release. More on Six Flags Six Flags Entertainment Corporation (FUN) Q1 2026 Earnings Call Transcript Six Flags: Why This Quarter Strengthened My $30 Case (Rating Upgrade) Six Flags: Activists Don't Want To Wait Land & Buildings adds Invitation Homes, exits National Storage among Q1 trades Six Flags expects $425M-$450M 2026 CapEx while adding 20 operating days
Asseco Poland S.A. press release ( ASOZF ): Q1 Revenue of PLN 4.4B. Operating profit was 33% higher than in the comparable period of 2025 and amounted to PLN 513 million (EUR 121 million). Net profit attributable to shareholders of the parent company, after a 68% increase, amounted to PLN 228 million (EUR 54 million). More on Asseco Poland S.A. Asseco Poland S.A. 2025 Q4 - Results - Earnings Call ...
Asseco Poland S.A. press release ( ASOZF ): Q1 Revenue of PLN 4.4B. Operating profit was 33% higher than in the comparable period of 2025 and amounted to PLN 513 million (EUR 121 million). Net profit attributable to shareholders of the parent company, after a 68% increase, amounted to PLN 228 million (EUR 54 million). More on Asseco Poland S.A. Asseco Poland S.A. 2025 Q4 - Results - Earnings Call Presentation Asseco Poland S.A. (ASOZY) Q4 2025 Earnings Call Transcript Historical earnings data for Asseco Poland S.A. Dividend scorecard for Asseco Poland S.A. Financial information for Asseco Poland S.A.
A group of more than 30 former federal judges are urging a sitting US jurist in Florida to investigate whether the $1.8 billion agreement reached by the Trump administration to resolve the president’s lawsuit against the Internal Revenue Service was “a fraud on the court.” US District Judge Kathleen Williams had closed President Donald Trump ’s case earlier this month after his personal attorneys ...
A group of more than 30 former federal judges are urging a sitting US jurist in Florida to investigate whether the $1.8 billion agreement reached by the Trump administration to resolve the president’s lawsuit against the Internal Revenue Service was “a fraud on the court.” US District Judge Kathleen Williams had closed President Donald Trump ’s case earlier this month after his personal attorneys withdrew the lawsuit, which sought to hold the IRS liable for a past leak of his tax information. The Justice Department separately announced at the time that it had agreed to launch a billion-dollar “anti-weaponization” fund to settle the matter, but didn’t present that agreement to the judge. In a court filing on Wednesday, the former judges — a mix of Republican and Democratic appointees — asked Williams to let them participate in the case and for her to undo the dismissal of Trump’s lawsuit and reopen the proceedings. They’re arguing that the judge has authority under federal court rules to review a final judgment and to probe “whether the court was deceived.” Read More: DOJ Creates $1.8 Billion Fund in Trump IRS Settlement Accord “The purported ‘settlement’ that the parties never placed before this court raises profound questions about the parties’ candor toward the court and manipulation of the judicial system, which threatens to undermine confidence in the administration of justice,” lawyers for the judges wrote. Spokespeople for the Justice Department and for Trump’s private legal team did not immediately respond to requests for comment. Besides the fund, the agreement between Trump and his administration also included a provision that bars the IRS from continuing probes into his past tax returns. Federal judges typically have little discretion to object when a party drops a lawsuit, especially at an early stage, as was the case in Trump’s lawsuit. Trump filed the complaint in January, represented by private counsel. The government hadn’t responded yet to the claims...
filo Agilent Technologies ( A ) is up ~10% in after-hours trading Wednesday after posting Q2 financial results that beat on both lines and adjusted its fiscal 2026 guidance by increasing the midpoint of the ranges. Revenue in FY26 is now projected at $7.39B-$7.49B, from $7.3B-$7.5B prior. Consensus is $7.39B. Non-GAAP EPS for the fiscal year (ending Oct. 31) is now seen at $6.00 to $6.10 vs. $5.90...
filo Agilent Technologies ( A ) is up ~10% in after-hours trading Wednesday after posting Q2 financial results that beat on both lines and adjusted its fiscal 2026 guidance by increasing the midpoint of the ranges. Revenue in FY26 is now projected at $7.39B-$7.49B, from $7.3B-$7.5B prior. Consensus is $7.39B. Non-GAAP EPS for the fiscal year (ending Oct. 31) is now seen at $6.00 to $6.10 vs. $5.90-$6.04 before. Consensus is $3.85. Q2 non-GAAP EPS of $1.49 compares to $1.31 in the year-ago period. Agilent was helped in Q2 by particularly strong year-over-year revenue growth of 12% in its Life Sciences and Diagnostics Markets Group to $732M. The company ended the quarter (April 30) with cash and cash equivalents of ~$1.8B, roughly the same figure as on Oct. 31, 2025. More on Agilent Technologies Agilent Technologies, Inc. (A) Shareholder/Analyst Call Prepared Remarks Transcript Why Agilent Technologies Just Paid $950 Million For Biocare Medical Agilent Technologies, Inc. (A) Presents at TD Cowen 46th Annual Health Care Conference Transcript Agilent Technologies Non-GAAP EPS of $1.49 beats by $0.08, revenue of $1.83B beats by $30M RBC reiterates Agilent at ‘outperform’, sets $153 target on growth outlook
Over the decades, there has been no shortage of sites using clever techniques to covertly track visitors’ browsing histories , device fingerprints , and log keystrokes and mouse movements in real time. Even Meta and Yandex were recently caught joining in the privacy-invasive free-for-all . Now sites have a new way to spy on their visitors: measuring subtle interactions with their solid-state drive...
Over the decades, there has been no shortage of sites using clever techniques to covertly track visitors’ browsing histories , device fingerprints , and log keystrokes and mouse movements in real time. Even Meta and Yandex were recently caught joining in the privacy-invasive free-for-all . Now sites have a new way to spy on their visitors: measuring subtle interactions with their solid-state drives. The technique, named FROST (fingerprinting remotely using OPFS-based SSD timing), allows sites to monitor other sites a visitor is viewing and what apps are open on their devices. A side channel based on contention The technique, laid out in a research paper , exploits a side channel , a form of leak resulting from physical manifestations such as electromagnetic emanations, data caches, or the time required to complete a task. By measuring the manifestations, attackers can decrypt encrypted traffic and infer other confidential data. Read full article Comments
Key Points Palo Alto Networks stock fell in response to Zscaler's post-earnings valuation move today. Zscaler's quarterly results didn't look bad, but the stock got hit with a massive sell-off. Some investors are worried that Zscaler could see a similar pullback even if it delivers solid quarterly results early next month. 10 stocks we like better than Palo Alto Networks › Palo Alto Networks (NASD...
Key Points Palo Alto Networks stock fell in response to Zscaler's post-earnings valuation move today. Zscaler's quarterly results didn't look bad, but the stock got hit with a massive sell-off. Some investors are worried that Zscaler could see a similar pullback even if it delivers solid quarterly results early next month. 10 stocks we like better than Palo Alto Networks › Palo Alto Networks (NASDAQ: PANW) stock lost ground in Wednesday's trading. The company's share price closed out the daily session down 3.2% and had been down as much as 5.3% earlier in the session. While there wasn't any business-specific news dragging Palo Alto Networks stock lower today, its valuation moved lower in response to an earnings report from another player in the cybersecurity industry. Despite the sell-off, Palo Alto is still up roughly 35% across 2026's trading. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Zscaler's quarterly report spurred sell-offs for Palo Alto Zscaler published its latest quarterly results after the market closed yesterday, and its share price fell 31.5% in today's trading. The company's report had spillover valuation impacts for Palo Alto Networks. Zscaler's non-GAAP (adjusted) earnings of $1.08 per share and revenue of $850.48 million last quarter actually beat the average Wall Street estimate's call for adjusted earnings per share of $1.01 and revenue of $835.66 million. The company also issued a narrow increase for its full-year sales guidance, but Wall Street was expecting a much stronger outlook. With a weaker-than-anticipated expansion forecast, some investors are wondering whether other cybersecurity plays may be overvalued. What's next for Palo Alto Networks? After the market closes on June 2, Palo Alto is set to publish results for the third quarter of its 2026 fiscal year -- whic...
Snowflake is counting on its revenue model and data warehousing to flourish with the rise of AI agents. The company reported earnings after the close Wednesday.
Snowflake is counting on its revenue model and data warehousing to flourish with the rise of AI agents. The company reported earnings after the close Wednesday.
NVIDIA (NVDA) will spend $150 billion annually in Taiwan with new HQ planned for 2030 CEO Jensen Huang called Taiwan the 'epicenter of the AI revolution,' as NVIDIA plans a new headquarters set to be operational by 2030. NVIDIA CEO Jensen Huang has confirmed lofty plans for the company to increase spending in Taiwan throughout the coming year. As NVIDIA targets plans for a headquarters in Taiwan b...
NVIDIA (NVDA) will spend $150 billion annually in Taiwan with new HQ planned for 2030 CEO Jensen Huang called Taiwan the 'epicenter of the AI revolution,' as NVIDIA plans a new headquarters set to be operational by 2030. NVIDIA CEO Jensen Huang has confirmed lofty plans for the company to increase spending in Taiwan throughout the coming year. As NVIDIA targets plans for a headquarters in Taiwan by 2030, Huang claims spending in Taiwan will increase to $150 billion a year to support the construction and launch. Jensen Huang spoke to NVIDIA’s spend in Taiwan at a celebration in Taipei for the company’s announcement of its upcoming HQ, calling the nation the “epicenter of the AI Revolution,” as covered by Reuters. In addition to the announcement of NVIDIA’s HQ, Huang confirmed the company’s plans to increase its spend to get the HQ going in less than four years: Four years ago, five years ago, Nvidia was spending about 10, 15 billion dollars a year in Taiwan. Now we're spending 100, going to 150 billion dollars in Taiwan each year. NVIDIA (NVDA) stock closed at $212.60 a share on May 27, 2026. Source: Google As much as Huang calls Taiwan the epicenter of AI, NVIDIA has continually positioned itself to be at the center of the trend. The company has gained massive value in prioritizing AI chips and components, as well as taking parts in numerous billion-dollar deals that have other companies buying large quantities of its tech in exchange for deploying a certain amount of gigawatts in AI compute. That strategy has worked out incredibly well for NVIDIA, which is estimating a $91 billion Q2 FY27 revenue forecast even without being able to do business in China. Unfortunately, NVIDIA has arguably left gaming behind in the wake of its success in the AI business. As component costs rise and demand for AI tech remains high, NVIDIA is raking in revenue left and right, which it seems will go towards continuing to increase its presence in Taiwan. As we watch for more updates, sta...
ArthurPassant/iStock Editorial via Getty Images The 25/26 season ends for Manchester United plc ( MANU ) with a commendable 3rd place in the Premier League , certifying its return to the UEFA Champions League for the 26/27 season. That news is already a few days old, but the news from the presented report is fresher, and the numbers confirm one of the possible scenarios in case of returning to the...
ArthurPassant/iStock Editorial via Getty Images The 25/26 season ends for Manchester United plc ( MANU ) with a commendable 3rd place in the Premier League , certifying its return to the UEFA Champions League for the 26/27 season. That news is already a few days old, but the news from the presented report is fresher, and the numbers confirm one of the possible scenarios in case of returning to the Champions League in my last article from last September. Reviewing MANU’s revenue drivers, we remember that these feed into each other depending on sporting achievements, and the mix in the nine fiscal months reported finally stands at 47% commercial, 30% broadcasting, and 23% matchday. Although with the return to the Champions League, the scenario for FY27 is going to notably alter those weights: Revenue stream 9M FY26 FY26E FY27E Commercial $328M $435M-$440M $475M-$485M Broadcasting $211M $250M-$260M $345M-$370M Matchday $158M $193M-$200M $215M-$225M Total $697M $878M-$891M $1,035M-$1,080M Click to enlarge The reported quarter reflects a company at a different moment from what it reflected a year ago, if we take into account that, for example, revenues increased 18.1% to $254M, with Adj. EBITDA increased 65.4% to $113.5M. Not to mention that, on a cumulative basis, operating profit is $50.5M compared to the operating loss of -$4.3M a year ago. In the end, I do not think it is only the effect of the 3rd place in the Premier League, but rather that the first full year of the efficiency and workforce reduction plan that has been implemented since 2024 is starting to materialize. With this scenario, I would like to make sure whether $25 is going to be the ceiling that I myself assigned in the event that the team was in the Champions League, or whether the FY27 sporting bonus, once the UCL revenues materialize, and the payment from the 3rd place in the Premier League, still leaves us room to ride the Red wave. The Quarter's Numbers Landing the quarter’s numbers, I notice that...
Never miss an episode. Follow The Big Take daily podcast today. The US Justice Department has announced it would establish a $1.776 billion legal fund to compensate people who claim they’ve been targeted unfairly by the federal government. The plan has been met with swift bipartisan backlash, with some lawmakers calling it a “slush fund” that could line the pockets of Trump loyalists and Jan. 6 ri...
Never miss an episode. Follow The Big Take daily podcast today. The US Justice Department has announced it would establish a $1.776 billion legal fund to compensate people who claim they’ve been targeted unfairly by the federal government. The plan has been met with swift bipartisan backlash, with some lawmakers calling it a “slush fund” that could line the pockets of Trump loyalists and Jan. 6 rioters with taxpayer dollars. On today’s Big Take podcast, host Sarah Holder joins Bloomberg reporters Chris Strohm and Erik Wasson to break down the mechanics of the fund, the Trump administration’s rationale for using it and the mounting questions around its oversight and legal grounds. Read more: Jan. 6 Rioters Who Beat Police May Get Payouts, Blanche Says Trump’s $1.8 Billion Settlement Fund Hits Senate GOP Backlash Why Critics Call Trump’s $1.8B Anti-Weaponization Fund an Abuse of Power We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Listen and follow The Big Take on Apple Podcasts , Spotify or wherever you get your podcasts. Terminal clients: Visit NSUB to subscribe. This episode was produced by: David Fox; Editors: Aaron Edwards; Fact-checker: Laura Newcombe, Rachael Lewis-Krisky; Sound Design/Engineer: Emma Munger; Senior Producer: Naomi Shavin; Senior Editor: Elisabeth Ponsot; Deputy Executive Producer: Julia Weaver; Executive Producer: Nicole Beemsterboer.