(RTTNews) - Amazon.com, Inc. (AMZN) on Thursday said its Amazon Pharmacy unit now offers Eli Lilly and Company's recently approved GLP-1 medication Foundayo, a once-daily oral treatment for adults with obesity or overweight with related health conditions.
(RTTNews) - Amazon.com, Inc. (AMZN) on Thursday said its Amazon Pharmacy unit now offers Eli Lilly and Company's recently approved GLP-1 medication Foundayo, a once-daily oral treatment for adults with obesity or overweight with related health conditions.
Energy Vault Holdings ( NRGV ) said on Thursday it had entered the Japanese market through a binding deal to acquire a BESS project pipeline from a domestic developer. The deal includes a local energy team and an 850 MW portfolio, providing a multi-year growth pipeline. The portfolio comprises 350 MW of advanced-stage projects and 500 MW of early-stage projects. Advanced-stage projects are slated ...
Energy Vault Holdings ( NRGV ) said on Thursday it had entered the Japanese market through a binding deal to acquire a BESS project pipeline from a domestic developer. The deal includes a local energy team and an 850 MW portfolio, providing a multi-year growth pipeline. The portfolio comprises 350 MW of advanced-stage projects and 500 MW of early-stage projects. Advanced-stage projects are slated for construction from H2 2027 and operations from H2 2028. The acquisition positions the company to benefit from Japan’s growing energy storage demand driven by grid constraints and renewable expansion. It plans to tap diversified revenue streams across wholesale, capacity, and balancing markets. A flexible technology platform, including next-generation battery solutions, will support deployment. The global portfolio exceeds 1 GW of energy storage and AI compute infrastructure. More than $180M in annual recurring EBITDA is expected once assets are fully operational over the next 12–36 months. Shares +5.98%. More on Energy Vault Holdings Energy Vault Holdings, Inc. (NRGV) Q4 2025 Earnings Call Transcript Energy Vault Holdings, Inc. 2025 Q4 - Results - Earnings Call Presentation Energy Vault Holdings: Compelling Growth Story With Substantial Upside Energy Vault acquires 175 MW battery energy storage system project in Texas Energy Vault targets $225M–$300M revenue for 2026 while growing contracted megawatts and backlog
Survey of 2,000 parents by Barnardo’s also finds almost half feel their child has missed opportunities due to cost Four in 10 parents across the UK are struggling to afford essential items for the care of their newborn babies, according to research. The survey of 2,000 parents with children aged under five by the charity Barnardo’s also found that almost half (49%) of parents felt that their child...
Survey of 2,000 parents by Barnardo’s also finds almost half feel their child has missed opportunities due to cost Four in 10 parents across the UK are struggling to afford essential items for the care of their newborn babies, according to research. The survey of 2,000 parents with children aged under five by the charity Barnardo’s also found that almost half (49%) of parents felt that their child has missed out on opportunities to learn or play due to cost. Continue reading...
Green leader says PM should impose tougher sanctions on Israel and accuses country of acting in ‘completely uncontrolled way’ UK politics live – latest updates Zack Polanski has called on the government to tear up the UK-Israel trade agreement, after the Israeli strikes on Lebanon. Polanski called for Keir Starmer to ban the US using UK airspace and said sanctions should be imposed on Israel, afte...
Green leader says PM should impose tougher sanctions on Israel and accuses country of acting in ‘completely uncontrolled way’ UK politics live – latest updates Zack Polanski has called on the government to tear up the UK-Israel trade agreement, after the Israeli strikes on Lebanon. Polanski called for Keir Starmer to ban the US using UK airspace and said sanctions should be imposed on Israel, after accusing the nation of “behaving in a completely uncontrolled way”. Continue reading...
JHVEPhoto/iStock Editorial via Getty Images Micron’s ( MU ) recent volatility reflects growing investors’ angst about durability of the AI-driven memory supercycle, as the widening divergence between bit demand and pricing growth renews concerns of overcapacity reminiscent of past cyclical downturns. This concerns have been compounded by Micron’s accelerating capex aimed at easing the near-term su...
JHVEPhoto/iStock Editorial via Getty Images Micron’s ( MU ) recent volatility reflects growing investors’ angst about durability of the AI-driven memory supercycle, as the widening divergence between bit demand and pricing growth renews concerns of overcapacity reminiscent of past cyclical downturns. This concerns have been compounded by Micron’s accelerating capex aimed at easing the near-term supply-demand imbalance, worsened by recent weakness in memory spot prices. Yet Micron continues to benefit from an increasingly structural shift in memory demand. This has been reinforced by its transition away from the traditional one-year “long-term agreement” (“LTA”) contracts towards multi-year “strategic customer agreement” (“SCA”) contracts, which suggests customers are increasingly prioritizing long-term supply availability. The shift effectively underscores that AI-driven memory demand is becoming increasingly secular, rather than defined by traditional cyclicality, while also improving visibility into Micron’s long-term growth and earnings trajectory. More importantly, Micron remains well-positioned to benefit from the recent shift in AI compute dynamics towards high-volume inference, while its expanding SCA mix also provides durable pricing visibility that de-risks its growth outlook from reliance on superficial spot price uplifts. This remains critical for sustained FCF and ROI expansion at Micron, which the stock’s recent pullback underappreciates. Addressing the Elephant In The Room During fiscal Q2, Micron delivered continued acceleration with 207% y/y growth in DRAM revenue and 169% y/y growth in NAND revenue. Its DRAM sales growth was primarily driven by an average price increase in the mid-60% range, as bit shipments only expanded in mid-single digits. A similar dynamic was observed in NAND sales, where the growth uplift was primarily driven by an average price increase in the mid-70% range while bit shipments only expanded in low-single digits. This continu...
(RTTNews) - Following the substantial rally seen in the previous session, stocks may move back to the downside in early trading on Thursday. The major index futures are currently pointing to a lower open for the markets, with the S&P 500 futures down by 0.3 percent.
(RTTNews) - Following the substantial rally seen in the previous session, stocks may move back to the downside in early trading on Thursday. The major index futures are currently pointing to a lower open for the markets, with the S&P 500 futures down by 0.3 percent.
Brazilian hedge funds saw their worst month in six years in March as a surge in oil prices upended bets on lower interest rates globally, a popular trade among the country’s money managers. A bulk of the losses came as swap rates in Brazil surged as traders slashed odds of rate cuts nearly in half amid the sudden jump in energy costs. Bets on lower crude prices also took a toll as Brent went from ...
Brazilian hedge funds saw their worst month in six years in March as a surge in oil prices upended bets on lower interest rates globally, a popular trade among the country’s money managers. A bulk of the losses came as swap rates in Brazil surged as traders slashed odds of rate cuts nearly in half amid the sudden jump in energy costs. Bets on lower crude prices also took a toll as Brent went from roughly $70 a barrel at the start of the war to more than $115 at the end of the month. Read More: Hedge Funds Walloped by a Month of Turmoil Sparked by War A basket of local hedge funds tracked by the country’s capital markets association fell 3.4% in March — the worst returns since the pandemic hit in 2020. Among the biggest decliners were flagship funds at Ibiuna Investimentos and Kapitalo Investimentos , which saw losses of 10.9% and 6.5%, respectively, their worst month on record. By contrast, the CDI rate , the benchmark for the local hedge fund industry, rose 1.2% in March. The downturn put the brakes on what had been a strong start to the year as funds profited from bets of monetary easing. The slump came even as Brazil’s Treasury stepped in with a record intervention to stabilize the bond market last month, injecting liquidity as stop-losses were triggered. Read more: Brazil Steps Up Bond Market Intervention as Oil Upends Rates Ibiuna Hedge STH -10.89% Kapitalo Kappa Fin -6.46% Adam Macro II -4.44% Legacy Capital -3.55% Occam Retorno Absoluto Advisory -2.87% Ace Capital -2.04% Vinland Macro -1.78% Genoa Capital Radar -1.34% Bahia AM Marau -0.91% Absolute Vertex -0.81% Verde +0.05% Losses at Ibiuna, which manages about 14 billion reais ($2.2 billion) in assets, were mainly tied to rates in emerging markets and the dollar, according to its monthly investor letter. Kapitalo, meanwhile, suffered from bullish bets on equities, falling rates in both emerging and developed markets and lower crude prices. It reduced its risk exposure in the former positions and closed the ...
quantic69/iStock via Getty Images Magnolia Oil & Gas ( MGY ) was unhedged at last report, allowing it to fully benefit from higher oil prices. While Magnolia's oil cut is projected to be around 39% in 2026 , it also has a substantial amount of NGLs (with prices that have also benefitted from recent events) and has a liquids percentage around 68%. Thus, my projection of Magnolia's 2026 free cash fl...
quantic69/iStock via Getty Images Magnolia Oil & Gas ( MGY ) was unhedged at last report, allowing it to fully benefit from higher oil prices. While Magnolia's oil cut is projected to be around 39% in 2026 , it also has a substantial amount of NGLs (with prices that have also benefitted from recent events) and has a liquids percentage around 68%. Thus, my projection of Magnolia's 2026 free cash flow has improved from around $450 million a couple of months ago to over $700 million now. Much of Magnolia's free cash flow is expected to go towards share repurchases. Magnolia's share price has increased since I last looked at it, but by a substantially lower percentage than its projected 2026 free cash flow has increased. This may allow it to increase its rate of share repurchases (using up its current share repurchase authorization during 2026) and still have a couple hundred million left over from its 2026 free cash flow. I have increased my estimate of Magnolia's value from $26 to $31 per share due to its higher projected 2026 free cash flow as well as a $5 increase in my long-term WTI oil price (from $70 to $75) 2026 Outlook At $80 WTI oil Magnolia's 2026 production is expected to be around 105,000 BOEPD, with a high-30s oil cut. The current strip includes roughly $80 WTI oil and $3.65 NYMEX natural gas, with front-month WTI futures in the mid-$90s at the moment (although quite volatile). Magnolia is projected to generate $1.635 billion in revenues at those commodity prices. Type Barrels/Mcf $ Per Barrel/Mcf $ Million Oil 14,873,750 $78.50 $1,168 NGLs 11,223,750 $22.00 $247 Gas 73,365,000 $3.00 $220 Total Revenues $1,635 Click to enlarge Magnolia previously indicated that its income taxes for 2026 were expected to be entirely deferred. That was at a time when the 2026 WTI strip was in the low $60s, though, so I've assumed a minor ($15 million) amount of cash income taxes at these higher current strip prices. $ Million Lease Operating $192 Gathering, Transportation, a...
designer491/iStock via Getty Images Investment Overview It's been just over two years since I last covered STAAR Surgical Company ( STAA ) aka "Staar" in a note for Seeking Alpha. I had been covering the company since my first note in November 2020 , issuing a Buy rating, with stock priced ~$80 per share. By the time of my next note in February 2021 , the stock had reached a high of $106, but I fe...
designer491/iStock via Getty Images Investment Overview It's been just over two years since I last covered STAAR Surgical Company ( STAA ) aka "Staar" in a note for Seeking Alpha. I had been covering the company since my first note in November 2020 , issuing a Buy rating, with stock priced ~$80 per share. By the time of my next note in February 2021 , the stock had reached a high of $106, but I felt that a market cap valuation of close to $5bn for a company that earned just $163.5m of revenues in 2021, and net income of $5.9m, was simply too high, even factoring in the possibility of Staar securing approval for its EVO/EVO+ Visian implantable collamer lenses ("ICLs") in the U.S., and downgraded to Hold. In March 2024, when I next covered Staar, its stock traded at just $38 and I noted that: Finally, after a correction in market cap valuation from >$5bn, to <$2bn, there are signs the bear run may have ended for STAAR - shares are +26% year-to-date, and ~15% across the past 5 days, as the market appeared to react well to the company's Q4 and full year 2023 earnings. No such luck, unfortunately - today, Staar stock is valued at $21, down another 45%, however, it is up ~19% pre-market today, after announcing its preliminary net sales for Q1 2026 in a press release , so this feels like a good time to update my thesis. Staar: Business Overview, 2025 Performance, & Today's News First let's remind ourselves of Staar's core business, as per its 2025 annual report / 10-K filing : STAAR Surgical Company designs, develops, manufactures, and sells implantable lenses for the eye and accessory delivery systems used to deliver the lenses into the eye. We are the leading manufacturer of phakic implantable lenses used worldwide in corrective or “refractive” surgery. STAAR generates worldwide revenue almost exclusively from sales of our Implantable Collamer Lenses, or “ICLs.” Our ICLs are made from Collamer, which is a proprietary collagen copolymer material created and exclusively us...