dimid_86/iStock via Getty Images QuidelOrtho Corporation ( QDEL ) is a global provider of diagnostic solutions. They develop products for Labs, Transfusion Medicine (including Immunohematology and Donor Screening), Point of Care, and Molecular Diagnostics. QDEL’s 2025 total revenues fell from $2.78 billion to $2.73 billion. However, I believe the business itself is probably doing better than the n...
dimid_86/iStock via Getty Images QuidelOrtho Corporation ( QDEL ) is a global provider of diagnostic solutions. They develop products for Labs, Transfusion Medicine (including Immunohematology and Donor Screening), Point of Care, and Molecular Diagnostics. QDEL’s 2025 total revenues fell from $2.78 billion to $2.73 billion. However, I believe the business itself is probably doing better than the numbers may suggest. Most of QDEL’s recent weakness is concentrated in Point of Care due to normalized demand after the end of the COVID era. Likewise, Donor Screening underperformed because the company is intentionally exiting that product line. The rest of the portfolio, in fact, is growing. So, I feel the stock is a compelling speculative “Buy” for long-term investors willing to bet on their ongoing turnaround efforts. In Vitro Diagnostics QuidelOrtho Corporation is an in vitro diagnostics (IVD) company that develops testing instruments, assays, reagents, and related services. QDEL was created back in 2022 through the combination of Quidel and Ortho Clinical Diagnostics. It's currently headquartered in San Diego, California. Interestingly, the stock is now down a whopping 64% YTD despite having a relatively stable business, which is why I thought it was worthwhile covering this name. Source: Seeking Alpha. As a quick recap, QDEL’s portfolio includes the following product areas : Labs, Transfusion Medicine (this area includes Immunohematology and Donor Screening), Point of Care, and Molecular Diagnostics. If we look at their recent financial reports , it’s clear that they’ve had some mixed results in 2025, despite reaching total 2025 revenues of $2.73 billion. Breaking it all down, QDEL’s Labs revenue grew 6% in 2025 and represented 55% of their overall business. As such, this is easily their main revenue pillar. After that, Point of Care fell 13% (22% of revenues), Immunohematology grew 4% (20% of revenues), Donor Screening fell 54% (2% of revenues), and Molecular Diagnos...
kororokerokero/iStock via Getty Images Since my last analysis on SAP ( SAP ), in which I issued a Hold rating, the stock has fallen by -4.3% in price. This is essentially flat, but there's been a wave of price appreciation and then a reset. That said, as time has moved forward since my analysis was written in early 2024, we're in de facto value territory now, which could not be said last time. SAP...
kororokerokero/iStock via Getty Images Since my last analysis on SAP ( SAP ), in which I issued a Hold rating, the stock has fallen by -4.3% in price. This is essentially flat, but there's been a wave of price appreciation and then a reset. That said, as time has moved forward since my analysis was written in early 2024, we're in de facto value territory now, which could not be said last time. SAP One-Week-Intervals Price Chart (Author's Chart) Q1 Earnings Preview SAP reports Q1 earnings on April 23, and official consensus is quite strong, with cloud revenue expected to grow by around 18% year-over-year, total revenue expected to be up by 5% year-over-year, and operating profit expected to be up by 11% year-over-year. However, the market is largely focused on the current backlog quality, especially after the company missed estimates in its January report. SAP is still an important business today, with operations inside mission-critical finance , supply chain, HR, and procurement workflows, then layers BTP, data, and AI on top. Such an integrated stack leads to high switching costs and user stickiness. And given the proliferation of AI and the threat this has made to platform leaders, it's no surprise that SAP is AI-first , suite-first these days. Cloud Enterprise Resource Planning ('ERP') Suite is the company's economic center of gravity, made evident by the fact that it was 86% of FY25 cloud revenue and grew 32% cc. In comparison, total cloud was at 26% cc, and extension suite grew just 5% and Infrastructure as a Service fell 36%. If Cloud ERP Suite growth compresses sharply, that would be the highest signal evidence of a business model fault rather than volatility in the broader mix. In terms of backlog quality, the nuance is that the market is questioning whether large deals are becoming more back-end-loaded, more flexible, or simply slower to ramp. The stock is basically discounting conversion risk, even though total cloud backlog reached €77.3B. One of the core...
The White House announced the conclusion of what it called a "productive and constructive" meeting with Anthropic ( ANTHRO ), which has sued the government after the Pentagon labeled the artificial intelligence firm as a “supply-chain risk.” "We discussed opportunities for collaboration, as well as shared approaches and protocols to address the challenges associated with scaling this technology," ...
The White House announced the conclusion of what it called a "productive and constructive" meeting with Anthropic ( ANTHRO ), which has sued the government after the Pentagon labeled the artificial intelligence firm as a “supply-chain risk.” "We discussed opportunities for collaboration, as well as shared approaches and protocols to address the challenges associated with scaling this technology," the White House said in a statement, according to BBC. The meeting between Anthropic CEO Dario Amodei and senior White House officials Treasury Secretary Scott Bessent and White House Chief of Staff Susie Wiles was held on Friday. It “explored the balance between advancing innovation and ensuring safety," the White House said. Citing a statement from Anthropic ( ANTHRO ), The New York Times reported that the meeting brought up “key shared priorities,” including cybersecurity and AI safety. Earlier this month, the Amazon ( AMZN ) and Google-backed ( GOOGL ) ( GOOG ) startup released its most powerful AI model, Mythos, which officials believe will be crucial to safeguarding government computer networks from cybersecurity threats. In March, Anthropic ( ANTHRO ) sued the Trump administration after Defense Secretary Pete Hegseth labeled it a “supply-chain risk” in a dispute over a $200M contract with the Pentagon regarding the use of AI technology in classified systems. The meeting was a potential first step towards a compromise. A possible deal between the parties is likely to exclude the Pentagon, two U.S. officials said. More on Anthropic Anthropic Is Taking Over Enterprise Wall Street Lunch: Anthropic Tries To Contain Claude Code Instruction Leak Anthropic's IPO: What You Need To Know Nvidia named as participant in Cursor's current $2B funding round: report DeepSeek enters talks to raise $300M to better compete with frontier AI labs: report
Agency director threatens to sue Atlantic for report citing allegations from two dozen current and former colleagues The FBI director, Kash Patel, is denying allegations detailed in a new report that he drinks to excess and has been unreachable at times during his tenure in office. Patel threatened to sue the Atlantic over the story published on Friday, which detailed his alleged heavy drinking an...
Agency director threatens to sue Atlantic for report citing allegations from two dozen current and former colleagues The FBI director, Kash Patel, is denying allegations detailed in a new report that he drinks to excess and has been unreachable at times during his tenure in office. Patel threatened to sue the Atlantic over the story published on Friday, which detailed his alleged heavy drinking and how members of his security detail have on multiple occasions had difficulty waking him. Continue reading...
Tesla (TSLA) investors finally caught a break after a long time, thanks to one of the biggest Wall Streetfirms in the world. UBSis making a brave call, moving Tesla's stock rating from Sell to Hold just as the markets prepare for the upcoming earnings report. Market observers want to know whether ...
Tesla (TSLA) investors finally caught a break after a long time, thanks to one of the biggest Wall Streetfirms in the world. UBSis making a brave call, moving Tesla's stock rating from Sell to Hold just as the markets prepare for the upcoming earnings report. Market observers want to know whether ...
The electric vertical takeoff and landing (eVTOL) market has the potential to be huge. Flying air taxis could ease congestion in major cities and be an exciting new way for people to get around. Getting in early and investing in up-and-coming companies in the space may lead to significant returns later on. Joby Aviation (NYSE: JOBY) is one of the big, early players in the eVTOL space today. Its ma...
The electric vertical takeoff and landing (eVTOL) market has the potential to be huge. Flying air taxis could ease congestion in major cities and be an exciting new way for people to get around. Getting in early and investing in up-and-coming companies in the space may lead to significant returns later on. Joby Aviation (NYSE: JOBY) is one of the big, early players in the eVTOL space today. Its market cap is around $9 billion, but its valuation has been coming down; this year, its shares have fallen by 30% and are down about 56% from their 52-week highs. With a reduced price and tremendous growth prospects, could an investment in this promising eVTOL stock one day grow to be worth $1 million? Image source: Getty Images. Continue reading
The Universe Is Expanding 'Too Fast' And Nothing We Know Can Explain It Authored by Steve Watson via Modernity.news, New ultra-precise measurements have confirmed the cosmos is expanding faster than models based on the early universe predict, while a separate study has dramatically shortened estimates of how long the universe itself will last. Astronomers have long observed a mismatch in the unive...
The Universe Is Expanding 'Too Fast' And Nothing We Know Can Explain It Authored by Steve Watson via Modernity.news, New ultra-precise measurements have confirmed the cosmos is expanding faster than models based on the early universe predict, while a separate study has dramatically shortened estimates of how long the universe itself will last. Astronomers have long observed a mismatch in the universe’s expansion rate depending on how it is measured. Local observations of nearby galaxies point to a faster rate, while data from the early universe, such as the cosmic microwave background, suggest a slower pace. This longstanding puzzle is known as the Hubble tension. A major international collaboration, the H0 Distance Network (H0DN), has now produced one of the most accurate local measurements yet. The team combined decades of independent distance measurements—including observations of red giant stars, Type Ia supernovae, and different galaxy types—into a unified “Local Distance Network.” Their result: the Hubble constant stands at 73.50 ± 0.81 kilometers per second per megaparsec, with precision just over 1 percent. James Webb just uncovered a serious problem with our understanding of the universe. New data from the James Webb Space Telescope confirms a major discrepancy in the universe's expansion rate, suggesting our current understanding of physics may be fundamentally incomplete. For… pic.twitter.com/x5sWtyHDI7 — Astronomy Vibes (@AstronomyVibes) April 10, 2026 “This isn’t just a new value of the Hubble constant,” the collaboration notes, “it’s a community-built framework that brings decades of independent distance measurements together, transparently and accessibly.” The findings, published April 10, 2026, in Astronomy & Astrophysics , strengthen the case that the discrepancy is not due to a simple measurement error. “This work effectively rules out explanations of the Hubble tension that rely on a single overlooked error in local distance measurements,” the aut...
Things have gotten ugly for PayPal (NASDAQ: PYPL) . The payments giant has been struggling to grow, and its stock is 83% off its all-time high. However, it still has a huge business and many opportunities. Let's see what went wrong, what's going right, and if the stock is undervalued at the current price. PayPal has 439 million active accounts and 231 million monthly active accounts as of the end ...
Things have gotten ugly for PayPal (NASDAQ: PYPL) . The payments giant has been struggling to grow, and its stock is 83% off its all-time high. However, it still has a huge business and many opportunities. Let's see what went wrong, what's going right, and if the stock is undervalued at the current price. PayPal has 439 million active accounts and 231 million monthly active accounts as of the end of the 2025 fourth quarter. That gives it a first-mover's edge against competitors, but it also makes it harder to generate growth. Active accounts and monthly active accounts grew only 1% in 2025. Continue reading