Alones Creative A sudden drop in Iranian attacks has sparked cautious optimism about de-escalation in the Middle East, though commercial shipping through the Strait of Hormuz remains severely disrupted. Jim Bianco of Bianco Research flagged the dramatic shift in a social media post Thursday, noting that Iran had fired “just 7 drones today, all at Bahrain,” one day after launching 149 missiles and ...
Alones Creative A sudden drop in Iranian attacks has sparked cautious optimism about de-escalation in the Middle East, though commercial shipping through the Strait of Hormuz remains severely disrupted. Jim Bianco of Bianco Research flagged the dramatic shift in a social media post Thursday, noting that Iran had fired “just 7 drones today, all at Bahrain,” one day after launching 149 missiles and drones—a monthly high. The key question now, Bianco added, is if the lull will last and if it will be enough to “get ships moving.” On that front, the picture remains bleak. Ship traffic through the strait is reportedly still well below 10% of normal levels despite the fragile ceasefire agreemen t, with only seven vessels passing in the past day compared to roughly 140 under typical conditions. The backlog is expected to take weeks to clear, and Iran continues to tightly control how ships transit the waterway. Bianco Research | Jim Bianco More on the Markets Commodities: Hormuz Remains Blocked For Now U.S. Defense Stock Underperformance: What The Market Is Telling Us 14-Day Ceasefire With Iran: Sell Oil And Buy Oil Companies North Korea showcases new warhead, electronic weapons in latest tests U.S. crude oil retakes $100 level as Iran continues to restrict Strait of Hormuz traffic
petesphotography/iStock via Getty Images As the share price of Everspin Technologies, Inc. ( MRAM ) recovered from its sub-$5 lows and now that we have its full-year 2025 performance, I wanted to revisit it to see if it would be a good time to initiate a position. Unfortunately, it seems a little expensive given the lack of profitability improvements and lackluster top-line growth. I missed the bo...
petesphotography/iStock via Getty Images As the share price of Everspin Technologies, Inc. ( MRAM ) recovered from its sub-$5 lows and now that we have its full-year 2025 performance, I wanted to revisit it to see if it would be a good time to initiate a position. Unfortunately, it seems a little expensive given the lack of profitability improvements and lackluster top-line growth. I missed the boat at around $5 a share, and right now, the risk-to-reward is not enticing. Briefly on Performance Looking at the company’s top-line performance for 2025, we can see a steady increase in sales, mostly helped by product sales. On average, the company’s top line grew around 10%. It would have been higher, but the lumpy license revenue brought it down slightly, because this segment saw a 15% decline for the year. The demand for the product is still there, I see, but it is not as strong as I wanted it in the past before. Nevertheless, the company had 238 design wins this past year, up from 178 in the prior year. Seeking Alpha Going over the company’s profitability, we can see that every metric across the board weakened slightly. This makes sense to me, because the company’s royalty and licensing revenues took a hit at the end of the year, and we know that these are the main drivers for higher margins. Licensing and royalty revenues are higher because they do not carry the same manufacturing and logistics costs as making an actual product. At least the decline wasn’t that big. I expect to see this improving with more demand for the IP and products in general. Overall, though, the company is still not profitable, and that could be worrisome if the company is not prepared to weather the downturns. Seeking Alpha Speaking of weathering downturns, let’s take a look at how well it is prepared in terms of the company’s financial position. MRAM finished the year with around $44.5m in cash and equivalents against no debt on its books. So, in short, it is well prepared to continue to oper...
An Ohio man became the first person convicted under the Take It Down Act after pleading guilty to creating and sharing both real and AI-generated explicit images of at least 10 victims without their consent. According to a Justice Department press release , 37-year-old James Strahler II used AI tools to create fake sexualized images to harass at least six women he knew. In some images, he depicted...
An Ohio man became the first person convicted under the Take It Down Act after pleading guilty to creating and sharing both real and AI-generated explicit images of at least 10 victims without their consent. According to a Justice Department press release , 37-year-old James Strahler II used AI tools to create fake sexualized images to harass at least six women he knew. In some images, he depicted one victim engaged in sex with her father and shared that image with her mother and co-workers. He also used AI to create explicit and incestuous images that placed the faces of minor boys on adult bodies, including young boys related to his victims. Cops found that Strahler "installed more than 24 AI platforms and more than 100 AI web-based models on his phone," which he used to create hundreds, if not thousands, of non-consensual intimate images (NCII) depicting both women and children. Read full article Comments
In this article TSLA Follow your favorite stocks CREATE FREE ACCOUNT Tesla Model 3 electric vehicles (EV) on a vehicle transport truck at the company's store in Colma, California, US, on Friday, Jan. 23, 2026. David Paul Morris | Bloomberg | Getty Images Tesla is developing an all-new smaller, cheaper electric SUV, four people familiar with the matter told Reuters. The automaker has contacted supp...
In this article TSLA Follow your favorite stocks CREATE FREE ACCOUNT Tesla Model 3 electric vehicles (EV) on a vehicle transport truck at the company's store in Colma, California, US, on Friday, Jan. 23, 2026. David Paul Morris | Bloomberg | Getty Images Tesla is developing an all-new smaller, cheaper electric SUV, four people familiar with the matter told Reuters. The automaker has contacted suppliers in recent weeks to discuss details of the plan for the compact SUV – which would be a new vehicle and not a variant of Tesla's current Model 3 or Y, the people said. The conversations involved the manufacturing process and specifications for various components, they said. Three of the people said the compact SUV would be produced in China, and one said Tesla also aims to expand production to the United States and Europe. The car would be 4.28 meters in length, or about 14 feet, two of the sources said. That's significantly shorter than Tesla's top-selling Model Y SUV, which is about 15.7 feet long. The effort follows a decision by Chief Executive Elon Musk to scrap a highly anticipated low-cost EV project in 2024 and pivot the company to focus on robotaxis and humanoid robots. A key question is whether this latest effort to develop a smaller SUV signals a strategy shift back to mass-market human-driven EVs or whether the new model would align more with Tesla's vision for fully autonomous vehicles. Such a model could potentially serve both purposes, according to one of the people familiar with the new-vehicle project and a Tesla employee with knowledge of its current product philosophy. The Tesla employee declined to confirm or deny details of any specific vehicle but said, in general, the automaker now aims to build models that would be driverless but offer a human-driven option. While aiming for full autonomy across its lineup, the person said, Tesla realizes many global markets won't see meaningful adoption – nor regulatory acceptance – of driverless vehicles for ye...
peepo AVITA Medical ( RCEL ) shares gained on Thursday after the wound care company announced a deal worth up to $25.5M with the Biomedical Advanced Research and Development Authority (BARDA) to supply its lead product RECELL across the U.S. Under the 10-year agreement, BARDA, a division within the U.S. Department of Health and Human Services, will accept the delivery of 3,000 units of RECELL as p...
peepo AVITA Medical ( RCEL ) shares gained on Thursday after the wound care company announced a deal worth up to $25.5M with the Biomedical Advanced Research and Development Authority (BARDA) to supply its lead product RECELL across the U.S. Under the 10-year agreement, BARDA, a division within the U.S. Department of Health and Human Services, will accept the delivery of 3,000 units of RECELL as part of an initiative to boost national readiness for burn mass casualty incidents. The deal will see Valencia, California-based biotech working with BARDA to deploy RECELL products across the U.S. in the event of a BMCI. Out of the contract's total value of $25.5M, the company expects to recognize $3.97M as revenue over 10 years in the form of annual access-maintenance fees and readiness support, while the remainder represents procurement options for BARDA. More on AVITA Medical AVITA Medical, Inc. (RCEL) Discusses Financial Performance, Sales Strategy, and Reimbursement Progress Transcript AVITA Medical, Inc. (RCEL) Q4 2025 Earnings Call Transcript AVITA Medical, Inc. 2025 Q4 - Results - Earnings Call Presentation Avita Medical outlines 2026 revenue target of $80M-$85M as reimbursement clarity supports multiproduct utilization AVITA Medical GAAP EPS of -$0.38 beats by $0.02, revenue of $17.6M beats by $0.15M
Pasha Pechenkin/iStock via Getty Images An explosion at a manufacturing facility operated by Aspen Aerogels ( ASPN ) in East Providence, Rhode Island, sent more than a dozen workers to the hospital Wednesday night and caused structural damage to part of the plant, according to local officials and the company. Shares of the company were down 2.5% by mid-morning Thursday. Emergency crews responded t...
Pasha Pechenkin/iStock via Getty Images An explosion at a manufacturing facility operated by Aspen Aerogels ( ASPN ) in East Providence, Rhode Island, sent more than a dozen workers to the hospital Wednesday night and caused structural damage to part of the plant, according to local officials and the company. Shares of the company were down 2.5% by mid-morning Thursday. Emergency crews responded to the site shortly after 8 p.m. following reports of a blast inside the facility. First responders described a visible haze spreading through the surrounding area, while the force of the explosion was strong enough to warp a wall and damage internal support structures. City officials said 13 employees were transported to nearby hospitals with injuries that were not considered life-threatening. At least a few workers underwent precautionary decontamination at the scene. Authorities initially declared a mass casualty incident to mobilize additional emergency resources across the region. East Providence Mayor Bob DaSilva said the explosion appeared to originate from a piece of manufacturing equipment and emphasized that the incident was contained within the facility. In a statement issued after the incident, Aspen Aerogels ( ASPN ) confirmed that an event occurred at the site and said the situation had been stabilized. The company reported that 11 employees were taken to medical facilities for evaluation and later released, noting that employee safety remains its top priority. Aspen said it is conducting a comprehensive investigation into the cause of the explosion and is working closely with local authorities. The company is also assessing potential operational impacts at the facility, which manufactures thermal insulation materials. While the discrepancy in the number of reported injuries remains unclear, officials and the company agree that no serious injuries or fatalities occurred. Further updates are expected as the investigation progresses. More on Aspen Aerogels Aspen ...
RAUL RODRIGUEZ/iStock via Getty Images On our previous coverage of Mid-America Apartment ( MAA ) we finally upgraded the stock to a buy rating. If you see our history, this one got all the colors of the traffic light . Our rationale last time around was that you rarely get to buy quality this cheap. But we still felt there was the potential for a lower low. So in our view, enough forces are aligni...
RAUL RODRIGUEZ/iStock via Getty Images On our previous coverage of Mid-America Apartment ( MAA ) we finally upgraded the stock to a buy rating. If you see our history, this one got all the colors of the traffic light . Our rationale last time around was that you rarely get to buy quality this cheap. But we still felt there was the potential for a lower low. So in our view, enough forces are aligning to fix the oversupply issue and MAA should stage a strong recovery....in 18 months. We know that investors have grown accustomed to 0 day options and chasing bubbles. So an 18 month wait is going to sound like an eternity and a half. But that is what happens on the back side of bubbles. It takes time. The current valuation for MAA is good, not great. It could trade at 13X FFO fairly easily and that would mean some more losses (25%) for sure. Source: Quality REIT Enters Buy Zone While we did go long using covered calls and that strategy actually allowed us to make money, the buy and hold method came out with losses. Seeking Alpha We review the recent results, the guidance and tell you why we still love the stock. Q4-2025 MAA reported flat funds from operations (FFO) in Q4-2025 relative to Q4-2024. MAA Q4-2025 Supplemental Same store net operating income (NOI) results were negative with expenses rising modestly and rents slipping a fraction. MAA Q4-2025 Supplemental But MAA's development and lease-up assets kicked in to save the overall numbers and prevented a decline in FFO per share. For 2026, core FFO is now expected at $8.53 (range $8.35-$8.71) and that will once again be marked by negative same store NOI. MAA Q4-2025 Supplemental MAA provides the breakdown of how it goes from the 2025 year FFO to the expected 2026 year FFO. What is interesting is that the biggest headwind is not coming from rent, but from interest rate expense change. If you strip that out, FFO would actually be growing year over year. MAA Q4-2025 Supplemental Our Outlook Sunbelt apartment oversupply ...