Tesla's earnings report is coming after markets close on Wednesday, but those figures won't be a top driver of movement in the stock, Wall Street analysts said. Signals about the company's longer-term ventures in energy storage, autonomous driving, AI chips, and robotics are more likely to matter to the share price. Tesla is facing declining vehicle profitability as well as the loss of its regulat...
Tesla's earnings report is coming after markets close on Wednesday, but those figures won't be a top driver of movement in the stock, Wall Street analysts said. Signals about the company's longer-term ventures in energy storage, autonomous driving, AI chips, and robotics are more likely to matter to the share price. Tesla is facing declining vehicle profitability as well as the loss of its regulatory credit advantage due to Republicans' 2025 tax-cutting legislation. Investors want to hear from CEO Elon Musk on the earnings conference call about progress in other areas of the business to offset these declines and drive profits. Energy storage Top of mind is a recent dip in Tesla's energy storage business performance, one of the fastest growing parts of the company in recent quarters. In the first quarter, Tesla deployed 8.8 gigawatt hours of battery systems in the first quarter, down from a record 14.2 gigawatt hours in the fourth quarter of 2025. "Was the dip in energy storage deployments truly a commissioning / timing issue or is this going to be a multi-quarter challenge?" analysts for Wolfe Research asked in an April 21 research note. Robotaxis Robotaxi developments are another key area of focus for Tesla on the Street. "We think investor focus for TSLA 1Q earnings will be on its robotaxi deployments … as it looks to disrupt the rideshare market and capture a portion of the $1tn+ market opportunity," analysts for Bank of America wrote in an April 21 note. Tesla has been planning to expand its robotaxi operations into seven new markets in the first half of this year, according to Wolfe Research, and announcements on those new areas of operation could move the stock. "TSLA is now looking to expand to additional markets, including: Phoenix, Miami, Orlando, Tampa, and Las Vegas as its next target cities," analysts for Cantor wrote in a Tuesday note. "On its Q1 call, we look for an update on the company's plans to expand Robotaxi deployments into new cities, and an up...
Anna Moneymaker/Getty Images News At a Senate hearing, U.S. Health and Human Services Secretary Robert F. Kennedy Jr. said on Wednesday that he "had nothing to do” with the FDA’s decision to reject Replimune’s ( REPL ) lead candidate RP1 earlier this month. The Massachusetts-based biotech has lost more than half of its market capitalization since April 10, when the FDA, for the second time in less...
Anna Moneymaker/Getty Images News At a Senate hearing, U.S. Health and Human Services Secretary Robert F. Kennedy Jr. said on Wednesday that he "had nothing to do” with the FDA’s decision to reject Replimune’s ( REPL ) lead candidate RP1 earlier this month. The Massachusetts-based biotech has lost more than half of its market capitalization since April 10, when the FDA, for the second time in less than a year, declined to approve RP1, designed to target a skin cancer known as melanoma. "This decision comes out of the FDA, and we trust the process there,” Kennedy said at the hearing to discuss the Trump administration’s budget for the HHS for fiscal year 2027. RFK Jr. cited the FDA commissioner, Marty Makary, as the official responsible for the rejection. “And I've been told by Marty Makary that every panel that looked at that drug unanimously voted against it... because it does not appear to work,” he added. Dear readers, we recognize that politics often intersect with the financial news of the day, so we invite you to click here to join the separate political discussion. More on Replimune Group Replimune: Second CRL May Have Sealed RP1's Fate - It's Hard To See Positives Replimune: Multiple Shots On Goal But A High Risk Binary Approaches Street sours on Replimune as stock hits all-time low on melanoma drug rejection Replimune shares extend losses, tumble 56% after FDA rejects melanoma drug RP1 Seeking Alpha’s Quant Rating on Replimune Group
Joe Terranova sees a long-term opportunity in shares of Netflix , thanks to the company's shift into live entertainment. Terranova said on CNBC's " Halftime Report " on Wednesday afternoon that he moved to the sidelines on the streaming giant when its shares were trading in the mid-70s. However, its current sell-off has created an attractive entry point. "Now I'm getting an opportunity for the pul...
Joe Terranova sees a long-term opportunity in shares of Netflix , thanks to the company's shift into live entertainment. Terranova said on CNBC's " Halftime Report " on Wednesday afternoon that he moved to the sidelines on the streaming giant when its shares were trading in the mid-70s. However, its current sell-off has created an attractive entry point. "Now I'm getting an opportunity for the pullback, and I think I am part of a large component of people who feel as though they don't own the name and might have missed it on that run up back towards $100," the chief market strategist for Virtus Investment Partners said. "In the next several days … you can expect I will reestablish a position in Netflix, because that's the right thing to do when you think about the long term and their move into live entertainment." Shares of Netflix are trading fractionally lower this year and have plunged 15% since Thursday. Investors sent the stock lower after the streaming giant posted disappointing current-quarter forecast , expecting earnings of 78 cents per share, down from the 84 cents per share analysts polled by LSEG had penciled in. Retail flows into Netflix, however, have spiked in recent days. The stock's 5-day rolling net retail buying rose to $290 million on Tuesday, its highest since December 2025. For context, the same metric for the Invesco QQQ Trust (QQQ) during the same window sits closer to $186 million. NFLX 1M mountain NFLX 1M chart Investor Stephen Weiss, chief investment officer at Short Hills Capital Partners, also made the bull case for shares of UnitedHealth Group after the insurance company posted an earnings beat on Tuesday. The investor commended Stephen Hemsley, UnitedHealth's CEO, for "doing what he has to do," and also applauded the stock's robust medical loss ratio. "I think they're sort of hitting here on all cylinders. And keep in mind, this is a unique asset; it's the largest healthcare player in the world," Weiss said. "I still think it's got som...
Lockheed Martin ( LMT ) is set to extend its losing streak to seven consecutive sessions, with the stock trading 3.3% lower at $553.14 in afternoon trading on Wednesday. The company’s shares have declined nearly 6.5% over the past six sessions. The stock has also fallen nearly 11.5% over the past month. However, the stock has gained over 16.7% so far this year, outperforming the benchmark S&P 500,...
Lockheed Martin ( LMT ) is set to extend its losing streak to seven consecutive sessions, with the stock trading 3.3% lower at $553.14 in afternoon trading on Wednesday. The company’s shares have declined nearly 6.5% over the past six sessions. The stock has also fallen nearly 11.5% over the past month. However, the stock has gained over 16.7% so far this year, outperforming the benchmark S&P 500, which has risen 3.2% in the same period. Earlier today, the defense giant invested $25M in Fortem Technologies as part of the company’s Series B fundraising round, deepening its existing partnership focused on countering unmanned aerial system threats. Looking at Seeking Alpha’s Quant Rating , LMT has a Buy rating with a score of 4.32 out of 5. The company has been graded A+ for profitability and A- for revisions but is weighed down by a C grade in valuation and growth. Seeking Alpha analysts are bullish, assigning the stock a Buy rating. Seeking Alpha analyst Burak Kaan Yilmaz argued that Lockheed Martin is positioned for ~35% upside, supported by a DCF-derived target price of $843.21, driven by a $193.6B backlog and robust global defense demand. “LMT's growth is underpinned by rising military spending, especially in missile defense and AI-enabled systems, amid increasing global conflicts and technological shifts,” Yilmaz said, adding that the company’s financial strength is evident with $6.9B in free cash flow, a conservative capital structure with 87.5% equity, a low 5.15% cost of debt, and consistent dividends plus buybacks. Turning to the Wall Street community , six of 22 analysts rate LMT a Buy or better, 15 recommend Hold, and one rates it a Strong Sell. More on Lockheed Martin Lockheed Martin: Strong Franchise, Limited Upside At Current Valuation Why Lockheed Martin Is Heading To $843: A Deep Dive Into Its Financial Health The Shahed Drone War Is Creating A Missile Defense Supercycle For Lockheed Martin Lockheed Martin Invests $25M in Fortem Technologies to expand ...
The Texas Stock Exchange plans to host its first initial public offerings in the opening quarter of 2027 as it seeks to grab a chunk of business from Nasdaq and the New York Stock Exchange, said Jeb Hensarling , a strategic adviser to the Dallas-based marketplace. Trading is set to begin this summer with exchange-traded products ahead of any company listings, Hensarling said in an interview Wednes...
The Texas Stock Exchange plans to host its first initial public offerings in the opening quarter of 2027 as it seeks to grab a chunk of business from Nasdaq and the New York Stock Exchange, said Jeb Hensarling , a strategic adviser to the Dallas-based marketplace. Trading is set to begin this summer with exchange-traded products ahead of any company listings, Hensarling said in an interview Wednesday. The upstart TXSE is targeting potential listing companies from Texas to Florida as it seeks to drum up business. “You have all kinds of economic activity coming to this part of the US,” said Hensarling, a former Texas congressman who served as chair of the House Financial Services Committee. “We believe that’s the first natural market to be trading and listing on the Texas Stock Exchange.” TXSE has raised about $270 million from investors ranging from Citadel Securities to BlackRock Inc., and it won US regulatory approval last year as a national securities exchange. The industry’s powerful incumbents, meanwhile, have been beefing up their presence in Texas. NYSE moved its Chicago trading venue to Dallas last year while Nasdaq launched its own Texas office. Read more: Goldman, BofA Push Texas Stock Exchange’s Haul to $270 Million
The market in general -- and stocks in the artificial intelligence (AI) industry in particular -- continue to prove their resilience. Despite fears of a market downturn, the S&P 500 and Nasdaq Composite have again reached all-time highs. For investors who bought through dollar-cost averaging (DCA), they are likely ahead on those investments. Admittedly, some fear is justified. The Shiller P/E rati...
The market in general -- and stocks in the artificial intelligence (AI) industry in particular -- continue to prove their resilience. Despite fears of a market downturn, the S&P 500 and Nasdaq Composite have again reached all-time highs. For investors who bought through dollar-cost averaging (DCA), they are likely ahead on those investments. Admittedly, some fear is justified. The Shiller P/E ratio of 40 takes it close to record highs, and since the conflict in Iran is not over, a DCA approach likely continues to make sense. Still, these AI stocks have rallied with this recovery, and whatever happens in the near term, these stocks could continue to outperform. Image source: Getty Images. Continue reading
Systelligence, LLC initiated a new position in iShares MSCI Global Gold Miners ETF (NASDAQ:RING) , acquiring 72,909 shares in the first quarter. The estimated transaction value was $6.18 million based on quarterly average pricing, according to the April 21, 2026, SEC filing. According to an SEC filing dated April 21, 2026, Systelligence, LLC established a new position in iShares MSCI Global Gold M...
Systelligence, LLC initiated a new position in iShares MSCI Global Gold Miners ETF (NASDAQ:RING) , acquiring 72,909 shares in the first quarter. The estimated transaction value was $6.18 million based on quarterly average pricing, according to the April 21, 2026, SEC filing. According to an SEC filing dated April 21, 2026, Systelligence, LLC established a new position in iShares MSCI Global Gold Miners ETF by purchasing 72,909 shares. The estimated transaction value was $6.18 million, calculated using the average first-quarter closing price. The quarter-end value of the position was $5.76 million, reflecting both the purchase and changes in share price during the period. This was a new position for Systelligence, LLC, representing 1.12% of its 13F reportable AUM as of March 31, 2026. Continue reading
(RTTNews) - European stocks closed weak on Wednesday with investors digesting corporate earnings updates and regional economic data in addition to assessing the prospects of a fresh round of U.S.-Iran peace talks.
(RTTNews) - European stocks closed weak on Wednesday with investors digesting corporate earnings updates and regional economic data in addition to assessing the prospects of a fresh round of U.S.-Iran peace talks.
Anatol Kreitzer, the chief discovery officer of MapLight Therapeutics (NASDAQ:MPLT) , reported the direct sale of 3,316 shares of Common Stock for a total transaction value of approximately $88,000, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($26.61); post-transaction value based on April 15, 2026 market close ($26.61). MapLight Thera...
Anatol Kreitzer, the chief discovery officer of MapLight Therapeutics (NASDAQ:MPLT) , reported the direct sale of 3,316 shares of Common Stock for a total transaction value of approximately $88,000, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($26.61); post-transaction value based on April 15, 2026 market close ($26.61). MapLight Therapeutics, Inc. is a clinical-stage biotechnology company specializing in the development of novel therapeutics for central nervous system disorders. The company leverages a proprietary platform to identify and modulate neural circuits causally linked to disease, aiming to deliver targeted treatments for complex neurological and psychiatric conditions. With a focused pipeline and expertise in CNS drug development, MapLight Therapeutics seeks to address significant unmet needs and establish a differentiated position in the biopharmaceutical sector. Continue reading
Ace is the first robot that can beat the best human players while following the official rules of table tennis. | Image: Sony AI Humans have been building ping-pong playing robots for decades, such as Omron's FOREPHUS that challenged amateur competitors at CES 2017. What sets Ace apart from the rest is that the robot, which was developed by Sony's AI division , is the first that can hold its own a...
Ace is the first robot that can beat the best human players while following the official rules of table tennis. | Image: Sony AI Humans have been building ping-pong playing robots for decades, such as Omron's FOREPHUS that challenged amateur competitors at CES 2017. What sets Ace apart from the rest is that the robot, which was developed by Sony's AI division , is the first that can hold its own against top-ranked human players and occasionally even beat them in matches that follow the official rules of the International Table Tennis Federation (ITTF). AI is already capable of besting humans at games like Chess and Go , but physical games pose a much greater challenge as robots have to be engineered to match the speed and responsiveness of the human mind and body. To b … Read the full story at The Verge.
Richard Drury/DigitalVision via Getty Images Market Overview US equities ended lower in a volatile quarter as shifting market sentiment between fears of a prolonged war in Iran and hopes for a quick resolution spurred considerable uncertainty about the path of inflation and economic growth. The US Federal Reserve (Fed) held interest rates unchanged during the quarter, with the Fed's quarterly "dot...
Richard Drury/DigitalVision via Getty Images Market Overview US equities ended lower in a volatile quarter as shifting market sentiment between fears of a prolonged war in Iran and hopes for a quick resolution spurred considerable uncertainty about the path of inflation and economic growth. The US Federal Reserve (Fed) held interest rates unchanged during the quarter, with the Fed's quarterly "dot plot" in March showing only one projected interest-rate cut in 2026. However, Fed Chair Jerome Powell stated that the central bank's outlook for interest rates, inflation, and the labor market was highly uncertain as policymakers grapple with the economic implications of the war in Iran and the inflationary effect of high oil prices. Growth stocks significantly underperformed their value counterparts over the quarter, as investors rotated toward cyclicals and more defensive areas of the market amid anxiety about the disruptive influence of AI on the technology sector, particularly software and data-services companies. Fears spread to private-equity firms and lenders with significant exposure to the software industry, with several funds seeing redemption pressures and limiting withdrawals. Economic data released during the quarter was mixed, but the economy remained on a firm footing. The US Supreme Court struck down President Donald Trump's global tariffs, undercutting his key economic policy and setting the stage for a prolonged legal battle for as much as US$170 billion in tariff refunds for importers. President Trump immediately responded with 10% tariffs on most foreign imports to the US for a period of 150 days. The Russell 3000 Growth Index returned -9.54% for the period. Within the Index, 7 out of 11 sectors fell over the period. Financials and information technology were the bottom-performing sectors, while energy and consumer staples were the top-performing sectors for the quarter. Performance Summary The Hartford Growth Opportunities Fund (I Share) underperformed...