Key Points Mesa Laboratories fell after reporting its Q4 fiscal 2026 results. Sales and earnings came in below Wall Street's expected earnings, but the business did report strong growth for adjusted operating income. 10 stocks we like better than Mesa Laboratories › Mesa Laboratories (NASDAQ: MLAB) stock is getting crushed in Wednesday's trading. The life-science technologies company's share price...
Key Points Mesa Laboratories fell after reporting its Q4 fiscal 2026 results. Sales and earnings came in below Wall Street's expected earnings, but the business did report strong growth for adjusted operating income. 10 stocks we like better than Mesa Laboratories › Mesa Laboratories (NASDAQ: MLAB) stock is getting crushed in Wednesday's trading. The life-science technologies company's share price was down 19.5% as of 3:30 p.m. ET. Before the market opened this morning, Mesa Labs published results for the fourth quarter of its 2026 fiscal year -- a reporting period that ended March 31. While the company posted a significant beat for non-GAAP (adjusted) operating in the period, sales fell short of Wall Street's expectations. 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 » Operating income growth hasn't been enough to stop big sell-offs Mesa Labs recorded a loss of $0.75 per share on sales of $63.72 million in fiscal Q4. Performance in the period saw revenue fall roughly $1.48 million short of the average Wall Street analyst target. On the other hand, the company did see strong growth for adjusted operating income. Mesa posted adjusted operating income per share of $3.30 last quarter, beating the average Wall Street analyst estimate by $1.76. Performance in the quarter marked a significant improvement over the company's adjusted operating income per share of $2.25 in the prior-year period. What's next for Mesa Labs? Mesa president and CEO Siddhartha Kadia is still conducting an internal review of the business and expects to be able to deliver full-year guidance with the company's fiscal Q2 report. The company says that it has seen some loosening in export controls for Peptide systems over the last month, and management sees further room for improvement when it comes to supporting growth in the produ...
A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Ancora Alternatives President Jim Chadwick, Newmark President of Leasing for North America Liz Hart, Brown Harris Stevens CEO Bess Freedman, PIMCO Real Estate CEO Europe Annette Kroeger, and AMP Founder Anjney Midha. (Source: Bloomb...
A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Ancora Alternatives President Jim Chadwick, Newmark President of Leasing for North America Liz Hart, Brown Harris Stevens CEO Bess Freedman, PIMCO Real Estate CEO Europe Annette Kroeger, and AMP Founder Anjney Midha. (Source: Bloomberg)
In this article META Follow your favorite stocks CREATE FREE ACCOUNT Mark Zuckerberg, chief executive officer of Meta Platforms Inc., wears a pair of Meta Ray-Ban Display AI glasses during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 17, 2025. David Paul Morris | Bloomberg | Getty Images Meta plans to charge users for artificial intelligence features for the first time...
In this article META Follow your favorite stocks CREATE FREE ACCOUNT Mark Zuckerberg, chief executive officer of Meta Platforms Inc., wears a pair of Meta Ray-Ban Display AI glasses during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 17, 2025. David Paul Morris | Bloomberg | Getty Images Meta plans to charge users for artificial intelligence features for the first time as the company seeks a revenue stream for the AI era beyond advertisements. The subscriptions will be for the Meta AI app and website, and represent the latest move by Meta as it seeks to compete with the likes of OpenAI, Anthropic and Google Gemini. Naomi Gleit, the head of product at Meta, revealed the subscription testing in an Instagram video, announcing that the plans "give people who use Meta AI more to work with, more capacity, bigger, more complex requests, and more room to create for businesses and creators." Meta One Plus will cost $7.99 a month while the Meta One Premium plan sells for $19.99 a month, the company confirmed. The more expensive version offers users additional computing capacity to produce more comprehensive responses and other advanced features. The company will continue to provide a free version of the app and site. "We're offering premium tools that allow you to enhance presence, supercharge content, automate tasks, and protect your brand," Gleit said in the post. "We're also thinking about how to bring this all together in a way that makes sense." TechCrunch was first to report on the pricing. Meta said it will begin testing its Meta AI plans next month in Singapore, Guatemala and Bolivia. The company released a standalone Meta AI app in April of last year, and CEO Mark Zuckerberg said a month later that as Meta AI improves, the company could offer "a subscription service so that people can pay to use more compute." Last month, Meta debuted its first major AI model since the costly hiring of Scale AI's Alexandr Wang in June. Dubbed Muse Spark a...
00:00 Speaker A I'm looking at Micron versus Nvidia right here, and this is just year to date. I'm going to expand this to one year and you can really see how memory has just overtaken the chip rally. 00:15 Speaker A Micron up 850%, Nvidia up just over 50%. That is quite the difference. 00:23 Speaker A And if you compare Micron to the semiconductor trade overall, this is the Philly chip index, you...
00:00 Speaker A I'm looking at Micron versus Nvidia right here, and this is just year to date. I'm going to expand this to one year and you can really see how memory has just overtaken the chip rally. 00:15 Speaker A Micron up 850%, Nvidia up just over 50%. That is quite the difference. 00:23 Speaker A And if you compare Micron to the semiconductor trade overall, this is the Philly chip index, you can see it's 855 versus 160. 00:32 Speaker A So Nvidia has actually been underperforming the broader semiconductor rally. Really interesting. We got markets at record high, we got all this bullish stuff going on. Nvidia is not the leader. 00:43 Speaker A And I have some uh I have at least one chart here that's going to really show this in spade spades. This goes back to 1995. So we're looking at 30 years of history, Micron versus the Sox. 00:54 Speaker A That is the chip index. And so we're looking at the 12-month return difference here, and you can see it has just taken off. 697 uh percentage points. 1:04 Speaker A That's almost 700 percentage points difference, and that relates to those numbers we were looking at at that last chart. 1:12 Speaker A Blows away anything we've seen before. The prior peak was in 2009. That was in the 200s and you can see some other memory cycle peaks here, 2013, uh .com around the year 2000, 1995. 1:24 Speaker A I'm circling those. Well, this just blows it away. So it just gives you an idea that we are in a different market paradigm right now. I'm writing this up for Charton today.
tang90246 The US FDA has approved AbbVie's ( ABBV ) Decnupaz ( pivekimab sunirine) for blastic plasmacytoid dendritic cell neoplasm (BPDCN), an ultra-rare hematologic malignancy. The CD123-directed antibody and alkylating agent conjugate comes with a boxed warning for hepatotoxicity. Approval was based on results from the single-arm, open-label CADENZA trial that enrolled patients with treatment-n...
tang90246 The US FDA has approved AbbVie's ( ABBV ) Decnupaz ( pivekimab sunirine) for blastic plasmacytoid dendritic cell neoplasm (BPDCN), an ultra-rare hematologic malignancy. The CD123-directed antibody and alkylating agent conjugate comes with a boxed warning for hepatotoxicity. Approval was based on results from the single-arm, open-label CADENZA trial that enrolled patients with treatment-naïve BPDCN or relapsed or refractory BPDCN. Efficacy was measured by the rate of complete remission or clinical complete remission. Decnupaz is dosed 0.045 mg/kg intravenously over 15-30 minutes once every three weeks until disease progression or unacceptable toxicity. More on AbbVie AbbVie Inc. (ABBV) Presents at Bank of America Global Healthcare Conference 2026 Transcript AbbVie's Growth Engine Is Firing On All Cylinders AbbVie Deserves A Higher Multiple Ironwood, AbbVie win U.S. label expansion for Linzess in pediatric constipation AbbVie, Merck, Astra among winners of EU drug recommendations this week
Image source: The Motley Fool. Monday, May 18, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Justin Jacobs Chief Financial Officer — Ian Eckert Takeaways Rental revenue -- $47.1 million, up 21% year over year, marking a quarterly record. -- $47.1 million, up 21% year over year, marking a quarterly record. Total revenue -- $48.5 million, increasing by approximately 17% compared t...
Image source: The Motley Fool. Monday, May 18, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Justin Jacobs Chief Financial Officer — Ian Eckert Takeaways Rental revenue -- $47.1 million, up 21% year over year, marking a quarterly record. -- $47.1 million, up 21% year over year, marking a quarterly record. Total revenue -- $48.5 million, increasing by approximately 17% compared to the prior year quarter. -- $48.5 million, increasing by approximately 17% compared to the prior year quarter. Adjusted EBITDA -- $24.3 million, up from $19.3 million, achieving another quarterly record. -- $24.3 million, up from $19.3 million, achieving another quarterly record. Rented horsepower -- 575,000 at period end, growing 17% year over year. -- 575,000 at period end, growing 17% year over year. Horsepower utilization -- 86.9%, setting a new company high. -- 86.9%, setting a new company high. Rental revenue per horsepower per month -- $27.51, increasing 2.5% sequentially and 2% year over year. -- $27.51, increasing 2.5% sequentially and 2% year over year. Adjusted gross margin (rental) -- $30 million, up $6 million or 24.7% year over year; margin percentage reached 63.7%, an improvement of 180 basis points. -- $30 million, up $6 million or 24.7% year over year; margin percentage reached 63.7%, an improvement of 180 basis points. Net income -- $6.8 million or $0.53 per diluted share, compared to $4.9 million or $0.38 per share previously. -- $6.8 million or $0.53 per diluted share, compared to $4.9 million or $0.38 per share previously. Dividend increase -- Quarterly dividend raised from $0.11 to $0.15 per share, a 36% increase, payable in the second quarter. -- Quarterly dividend raised from $0.11 to $0.15 per share, a 36% increase, payable in the second quarter. Adjusted EBITDA guidance -- Full-year 2026 guidance raised to $92.5 million-$97.5 million, up from $90.5 million-$95.5 million. -- Full-year 2026 guidance raised to $92.5 million-$97.5 million, up from $90...
In trading on Tuesday, shares of HEICO Corp (Symbol: HEI) crossed above their 200 day moving average of $168.41, changing hands as high as $169.56 per share. HEICO Corp shares are currently trading up about 1.1% on the day. The chart below shows the one year performance of HEI shares, versus its 200 day moving average: Looking at the chart above, HEI's low point in its 52 week range is $147.69 per...
In trading on Tuesday, shares of HEICO Corp (Symbol: HEI) crossed above their 200 day moving average of $168.41, changing hands as high as $169.56 per share. HEICO Corp shares are currently trading up about 1.1% on the day. The chart below shows the one year performance of HEI shares, versus its 200 day moving average: Looking at the chart above, HEI's low point in its 52 week range is $147.69 per share, with $182.18 as the 52 week high point — that compares with a last trade of $169.15. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Wednesday, shares of IRSA Inversiones y Representaciones S.A. (Symbol: IRS) crossed above their 200 day moving average of $14.82, changing hands as high as $15.16 per share. IRSA Inversiones y Representaciones S.A. shares are currently trading up about 3.1% on the day. The chart below shows the one year performance of IRS shares, versus its 200 day moving average: Looking at the char...
In trading on Wednesday, shares of IRSA Inversiones y Representaciones S.A. (Symbol: IRS) crossed above their 200 day moving average of $14.82, changing hands as high as $15.16 per share. IRSA Inversiones y Representaciones S.A. shares are currently trading up about 3.1% on the day. The chart below shows the one year performance of IRS shares, versus its 200 day moving average: Looking at the chart above, IRS's low point in its 52 week range is $10.87 per share, with $19.14 as the 52 week high point — that compares with a last trade of $15.09. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » Further IRS Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Federal Reserve Governor Lisa Cook said inflation is headed in the wrong direction and she would be prepared to raise interest rates if that persists. While Cook said she favors holding borrowing rates steady for now and that she expects price growth to cool again in coming months, her remarks bring her in line with a number of Fed officials who’ve signaled that accelerating inflation is now a big...
Federal Reserve Governor Lisa Cook said inflation is headed in the wrong direction and she would be prepared to raise interest rates if that persists. While Cook said she favors holding borrowing rates steady for now and that she expects price growth to cool again in coming months, her remarks bring her in line with a number of Fed officials who’ve signaled that accelerating inflation is now a bigger policy concern than the labor market. “I want to be clear about my risk assessment: The risks remain tilted toward higher inflation,” Cook said Wednesday in remarks prepared for an event at Stanford University. Cook said five years of inflation above the Fed’s 2% target poses the risk that price pressures will become embedded into price- and wage-setting behavior. “As such, I am prepared to raise rates, if the expected disinflation does not appear in a timely manner,” she said. The US war in Iran continues to roil energy markets, putting upward pressure on inflation. A measure of consumer prices rose in April by the most since 2023, as gasoline, rent and food prices climbed. At their meeting last month, a majority of Fed officials warned the central bank would likely need to consider raising interest rates if inflation continued to run persistently above their goal, according to minutes of the gathering. Officials at that meeting left the Fed’s benchmark interest rate unchanged in a range of 3.5% to 3.75%. In her speech, Cook said a $1.5 trillion investment boom into artificial intelligence could be the source of another price shock, noting the impact on prices for chips and other high-tech equipment. Cook described the labor market as largely stable, but said downside risks to employment are “elevated.” In her speech, Cook said the Fed is using AI to improve its analysis of the financial sector and to highlight vulnerabilities, which she said will help policymakers identify and respond to threats.
Dick's Sporting Goods got enough right in its quarter to signal stabilizing demand for athletic footwear. It is a possible bright spot for beleaguered Nike , a stock on borrowed time in the portfolio. For starters, Foot Locker saw positive comparable sales growth for the first time since its fiscal 2024 fourth quarter. The struggling sneaker chain, which Dick's Sporting Goods acquired back in Sept...
Dick's Sporting Goods got enough right in its quarter to signal stabilizing demand for athletic footwear. It is a possible bright spot for beleaguered Nike , a stock on borrowed time in the portfolio. For starters, Foot Locker saw positive comparable sales growth for the first time since its fiscal 2024 fourth quarter. The struggling sneaker chain, which Dick's Sporting Goods acquired back in September, saw comparable sales rise 0.6%. The North America segment performed even better with comparable sales growth of 1.4%. Dick's stores topped estimates with a same-store sales increase of 6%, driven by growth in both average tickets and transactions. Despite the positive steps, shares of Dick's fell 5% on mixed guidance and an increased marketing spend around the upcoming World Cup. What happens at Dick's can be a useful indicator of how Nike is doing. Last year, Dick's said Nike was the biggest of its 1,500 vendors, accounting for 31% of consolidated merchandise purchases. According to its 2025 annual report, no other brand represents 10% or more. Dick's operates over 3,100 store locations across its namesake and Foot Locker brands. Jeff Marks, director of portfolio analysis for the Club, took some solace in the Dick's quarter as it relates to Nike. During our May Monthly Meeting on Wednesday, Marks said there is a perception that the numbers from Dick's and Foot Locker may be a "good sign heading into back to school later this year." The comp sales progress at Dick's and Foot Locker is most important to us as far as Nike is concerned; less so are the factors weighing on Dick's shares. That was on display as Nike stock jumped 2% to almost $46 per share on Wednesday following quarterly results from Dick's — extending their recent win streak to five straight sessions. Nike, however, has been hammered year to date, still down over 28%, in the midst of what's supposed to be the start of a major comeback. In fact, anticipation of a Nike resurgence under CEO Elliott Hill led...
shih-wei/iStock via Getty Images Following the recent Micron’s ( MU ) surge to over $1 trillion market cap , it seems like the AI-related rally has reached its peak point already. I disagree. Based on the latest earnings, as well as guidance, Micron may be only in the beginning of a significant structural rerating rather than close to its traditional cyclicality peak. Indeed, memory has become a b...
shih-wei/iStock via Getty Images Following the recent Micron’s ( MU ) surge to over $1 trillion market cap , it seems like the AI-related rally has reached its peak point already. I disagree. Based on the latest earnings, as well as guidance, Micron may be only in the beginning of a significant structural rerating rather than close to its traditional cyclicality peak. Indeed, memory has become a bottleneck for efficient AI scaling that changes the way the market views Micron's sustainability. AI Is Quietly Turning Memory Into The New Bottleneck As it becomes obvious now, the AI-driven workload becomes more memory-intensive at each layer of computing, and memory-based solutions are becoming a necessary component of any such workload. HBM, DDR5, LPDRAM, and Enterprise SSDs are increasingly becoming the main enablers of AI rather than complementary products. It was clearly seen in the latest quarter. According to Micron's reports, Q2 FY2026 sales came to $23.9 billion, with YoY growth reaching 196% . Meanwhile, non-GAAP EPS amounted to $12.20 compared to just $1.56 one year ago. Even more impressive is the Q3 FY2026 guidance, according to which sales would reach about $33.5 billion along with gross margins of around 81% and non-GAAP EPS close to $19.15. For reference, the Q3 guidance alone would cover Micron's total annual revenue for each year before 2025. This means that what we see now is not an ordinary semiconductor cycle any more. Data by YCharts It is especially true when talking about the margins, which are usually the best way to understand whether a company faces problems in its operations. The current margins look more similar to those of software companies than those of memory makers. Moreover, it is not about margins as a temporary phenomenon caused by the current prices. On the contrary, management keeps mentioning AI-related supply constraints, agreements with key customers, and expansion of memory intensity across different markets. Data by YCharts The ...
shih-wei/iStock via Getty Images Following the recent Micron’s ( MU ) surge to over $1 trillion market cap , it seems like the AI-related rally has reached its peak point already. I disagree. Based on the latest earnings, as well as guidance, Micron may be only in the beginning of a significant structural rerating rather than close to its traditional cyclicality peak. Indeed, memory has become a b...
shih-wei/iStock via Getty Images Following the recent Micron’s ( MU ) surge to over $1 trillion market cap , it seems like the AI-related rally has reached its peak point already. I disagree. Based on the latest earnings, as well as guidance, Micron may be only in the beginning of a significant structural rerating rather than close to its traditional cyclicality peak. Indeed, memory has become a bottleneck for efficient AI scaling that changes the way the market views Micron's sustainability. AI Is Quietly Turning Memory Into The New Bottleneck As it becomes obvious now, the AI-driven workload becomes more memory-intensive at each layer of computing, and memory-based solutions are becoming a necessary component of any such workload. HBM, DDR5, LPDRAM, and Enterprise SSDs are increasingly becoming the main enablers of AI rather than complementary products. It was clearly seen in the latest quarter. According to Micron's reports, Q2 FY2026 sales came to $23.9 billion, with YoY growth reaching 196% . Meanwhile, non-GAAP EPS amounted to $12.20 compared to just $1.56 one year ago. Even more impressive is the Q3 FY2026 guidance, according to which sales would reach about $33.5 billion along with gross margins of around 81% and non-GAAP EPS close to $19.15. For reference, the Q3 guidance alone would cover Micron's total annual revenue for each year before 2025. This means that what we see now is not an ordinary semiconductor cycle any more. Data by YCharts It is especially true when talking about the margins, which are usually the best way to understand whether a company faces problems in its operations. The current margins look more similar to those of software companies than those of memory makers. Moreover, it is not about margins as a temporary phenomenon caused by the current prices. On the contrary, management keeps mentioning AI-related supply constraints, agreements with key customers, and expansion of memory intensity across different markets. Data by YCharts The ...
Key Points Last quarter, Berkshire Hathaway sold its entire 5 million-share stake in UnitedHealth Group. The conglomerate also exited many other positions it has held for several years. Abel likely made a reasonable call with UnitedHealth, even as the stock continues to climb. 10 stocks we like better than UnitedHealth Group › At the start of 2026, Greg Abel succeeded Warren Buffett as CEO of Berk...
Key Points Last quarter, Berkshire Hathaway sold its entire 5 million-share stake in UnitedHealth Group. The conglomerate also exited many other positions it has held for several years. Abel likely made a reasonable call with UnitedHealth, even as the stock continues to climb. 10 stocks we like better than UnitedHealth Group › At the start of 2026, Greg Abel succeeded Warren Buffett as CEO of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB). So far, Buffett's successor has not made any significant changes to what Berkshire Hathaway owns. Nor has he sought to divest any of Berkshire's core equity positions, such as quintessential Warren Buffett investments like American Express or Coca-Cola. However, as disclosed in Berkshire's latest 13F filing with the Securities and Exchange Commission (SEC), Abel, who now oversees 94% of Berkshire's stock portfolio, has conducted a bit of "portfolio spring cleaning," exiting some of the company's smaller positions in well-known publicly traded companies. 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 » Among this group of now-past holdings was Berkshire's equity stake in UnitedHealth Group (NYSE: UNH), famously acquired last year following an extended sell-off for the healthcare company's shares. As of Dec. 31, Berkshire owned approximately 5.1 million shares of UnitedHealth stock. By March 31, Berkshire had completely exited its position. In time, it could prove questionable whether Abel made the right decision in exiting so many positions during Q1 2026. However, despite the healthcare stock's recent rally, I believe that Abel made the right call. Greg Abel makes sweeping changes to Berkshire's portfolio UnitedHealth wasn't the only Warren Buffett investment Abel decided to "take the money and run" on. During Q1, Berkshire also exited positions in Amazon, Domino's...
Henrik Sorensen/DigitalVision via Getty Images Over the past ten years since I first began writing for Seeking Alpha, my investing strategy has evolved from growth stocks to managing a portfolio that now holds mainly income investments. I like investing for passive income, especially now that I am retired from a 42-year career in information technology. I call my approach my Income Compounder port...
Henrik Sorensen/DigitalVision via Getty Images Over the past ten years since I first began writing for Seeking Alpha, my investing strategy has evolved from growth stocks to managing a portfolio that now holds mainly income investments. I like investing for passive income, especially now that I am retired from a 42-year career in information technology. I call my approach my Income Compounder portfolio due to the strategy that I employ of buying stocks and funds “on sale” that offer steady, mostly monthly or even weekly distributions, and then reinvesting the majority of those distributions to grow my future income stream. For the fixed-income side of my income portfolio, I desire solid funds with a reputation for paying out steady, monthly distributions that offer high-yield income with yields of 12% or more. The PIMCO family of taxable CEFs (closed-end funds) are good candidates to consider with an excellent long-term track record of strong performance. However, in the last six to nine months or so, nearly all of the PIMCO CEFs have seen their premiums shrink. Most of them now trade near par (market price = NAV), except for one that now trades at a small discount, PIMCO Access Income Fund ( PAXS ). In this review, let’s examine the current status of several of the 11 PIMCO Taxable CEFs shown in the table below from their latest UNII report . All of the CEFs listed below have seen their market prices fall due to the fallout from the private credit fears that have impacted many credit funds and BDCs, including the fixed income taxable CEFs offered by PIMCO. PIMCO The rolling coverage ratios give an indication of how well covered the distribution is based on the amount of undistributed net investment income, or UNII. Looking at 3-month and 6-month numbers, PAXS comes in at a nice level that is showing improvement to nearly 94% in the 3-month figure and nearly 90% on a fiscal YTD basis. PIMCO Premiums Plummet Price action of the PIMCO funds is somewhat independent of ...