Key Points Prosight bought 468,463 shares of GeneDx Holdings, estimated at $42.72 million based on average first-quarter 2026 prices. The quarter-end value of the position rose by $26.46 million, reflecting both trading and price moves. The transaction represented a 7% change relative to 13F AUM. Post-trade, Prosight held 523,463 WGS shares worth $33.62 million. 10 stocks we like better than GeneD...
Key Points Prosight bought 468,463 shares of GeneDx Holdings, estimated at $42.72 million based on average first-quarter 2026 prices. The quarter-end value of the position rose by $26.46 million, reflecting both trading and price moves. The transaction represented a 7% change relative to 13F AUM. Post-trade, Prosight held 523,463 WGS shares worth $33.62 million. 10 stocks we like better than GeneDx › On May 15, 2026, Prosight Management disclosed a purchase of 468,463 shares of GeneDx Holdings (NASDAQ:WGS), an estimated $42.72 million trade based on quarterly average pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Prosight Management increased its holdings in GeneDx Holdings by 468,463 shares. The estimated transaction value, based on the average unadjusted closing price for the first quarter of 2026, was $42.72 million. The quarter-end value of the position, reflecting both price change and share addition, increased by $26.46 million to $33.62 million. What else to know The position now comprises roughly 5.51% of Prosight's 13F reportable assets under management. Top five holdings after the filing: NASDAQ: NKTR: $52.88 million (8.7% of AUM) NASDAQ: JANX: $49.34 million (8.1% of AUM) NASDAQ: PRCT: $48.64 million (8.0% of AUM) NYSE: BSX: $49.92 million (8.2% of AUM)) NASDAQ: LKFT: $46.50 million (7.6% of AUM) As of Friday, GeneDx shares were priced at $47.31, down 30% over the past year and well underperforming the S&P 500, which is instead up about 28% in the same period. Company overview Metric Value Price (as of Friday) $47.31 Market Capitalization $1.4 billion Revenue (TTM) $442.68 million Net Income (TTM) ($77.81 million) Company snapshot GeneDx Holdings Corp. provides health intelligence solutions, leveraging AI and machine learning to analyze clinical and genomic data through its Centrellis platform. The company operates in the healthcare information services sector, focusing on integrating AI-driven an...
宏福苑|宏建、宏昌閣第二輪上樓 居民:盡量能帶走就帶走 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】宏福苑繼續第二輪上樓,宏建閣和宏昌閣將一連三日開放予居民回家執拾。 居民陸續到社區會堂登記,行李箱及大帆布袋幾...
宏福苑|宏建、宏昌閣第二輪上樓 居民:盡量能帶走就帶走 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】宏福苑繼續第二輪上樓,宏建閣和宏昌閣將一連三日開放予居民回家執拾。 居民陸續到社區會堂登記,行李箱及大帆布袋幾乎都是居民必備,有居民穿起印有標語的衣服上樓。宏建閣和宏昌閣一連三天分批讓居民上樓,能再一次返回單位,居民都把握機會執拾或尋找要帶走的物品。 宏建閣居民黃先生:「最初都不知道會安排上樓多少次,其實第一次上樓已經執拾了重要東西。第二次是盡量,因為都不知道能否可以再回去。當然我們很希望回去,都不知道能否再回去時候當然能帶走就帶走。」
Key Points SpaceX plans to go public soon, and Goldman Sachs is serving as the lead underwriter. This IPO, along with other mega-deals, shows that dealmaking is on the upswing for Wall Street. Goldman Sachs reported strong first-quarter results and expects investment banking activity to accelerate as the year goes on. 10 stocks we like better than Goldman Sachs Group › It is shaping up to be a mas...
Key Points SpaceX plans to go public soon, and Goldman Sachs is serving as the lead underwriter. This IPO, along with other mega-deals, shows that dealmaking is on the upswing for Wall Street. Goldman Sachs reported strong first-quarter results and expects investment banking activity to accelerate as the year goes on. 10 stocks we like better than Goldman Sachs Group › It is shaping up to be a massive year for initial public offerings (IPO). SpaceX recently confirmed that it plans to go public next month in what is expected to be the largest IPO ever, with Goldman Sachs (NYSE: GS) serving as the lead underwriter. Over the past year, capital markets activity, which includes IPOs and mergers and acquisitions (M&A), has picked up amid strong public markets and a favorable regulatory backdrop. Goldman Sachs posted excellent first-quarter results, and the stock rose modestly after the earnings report. With that said, I think the investment bank stock could be a better buy than Wall Street thinks. Here's why. 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 » Dealmaking activity continues to accelerate Goldman Sachs is one of the largest investment banks in the United States and leans heavily on capital markets for its business. The bank struggled a few years back, when capital markets activity slowed to a crawl while its consumer banking business struggled. The culprit was high interest rates and heavy regulatory scrutiny, which made companies more hesitant about pursuing major deals or IPOs. Over the past year, companies have found it easier to make deals thanks to faster regulatory approvals and strong equity markets. Streamlined regulatory processes have helped boost deals and enabled investment banks to get things done faster than expected, months ahead of schedule. In December, Goldman Sachs closed o...
Viking Therapeutics (VKTX +0.68%) increasingly looks like an acquisition candidate in biotech. But why? It's because large pharmaceutical companies are desperate to secure obesity drug exposure, and Viking controls one of the more advanced independent GLP-1/GIP programs still available. Its lead obesity candidate, VK2735, is currently being developed in both injectable and oral formulations. The c...
Viking Therapeutics (VKTX +0.68%) increasingly looks like an acquisition candidate in biotech. But why? It's because large pharmaceutical companies are desperate to secure obesity drug exposure, and Viking controls one of the more advanced independent GLP-1/GIP programs still available. Its lead obesity candidate, VK2735, is currently being developed in both injectable and oral formulations. The company's Phase 3 VANQUISH obesity studies are already fully enrolled, while management expects to initiate Phase 3 trials for the oral tablet later this year. The data for Viking's drug pipeline is strong In Viking's recent Phase 2 oral obesity study, patients achieved an average weight loss of up to 12.2% after 13 weeks, with no plateau observed during the trial. Earlier Phase 2 data involving the injectable version demonstrated up to 14.7% weight loss after 13 weeks. These results matter because the obesity market is becoming one of the largest pharmaceutical opportunities in decades. Analysts widely expect GLP-1 and dual agonist obesity therapies to eventually generate well over $100 billion annually. Eli Lilly and Novo Nordisk are already generating tens of billions in revenue from obesity and diabetes drugs like Zepbound and Wegovy. Here's the rub For large pharma companies, there aren't many late-stage obesity assets left to buy. That is where Viking becomes interesting. Unlike many smaller obesity drug developers, Viking still controls both injectable and oral versions of the same active molecule. Management also continues emphasizing potential maintenance dosing opportunities and additional metabolic indications beyond obesity itself. And financially, the company is relatively healthy for biotech stocks at this stage. Viking ended Q1 2026 with roughly $603 million in cash and investments, which management believes should fund operations into 2028. That reduces immediate financing pressure and gives the company flexibility during partnership or acquisition negotiatio...
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) jumped 4.7% in the afternoon session after the company confirmed it has started ramping up production of its next-generation 2-nanometer 'Venice' CPUs and announced plans to invest over $10 billion in Taiwan's AI supply chain, prompting bullish analyst upgrades. The new chips are being built using an advanced manufacturing process ...
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) jumped 4.7% in the afternoon session after the company confirmed it has started ramping up production of its next-generation 2-nanometer 'Venice' CPUs and announced plans to invest over $10 billion in Taiwan's AI supply chain, prompting bullish analyst upgrades. The new chips are being built using an advanced manufacturing process from partner TSMC. This development, along with CEO Lisa Su's comments on stronger-than-expected demand for AI infrastructure, fueled investor optimism. In response, several analysts raised their price targets, with Bank of America increasing its target to $500, citing a projected $1.7 trillion AI data-center market by 2030. The positive news adds to recent momentum, as reports showed AMD gained server CPU market share in the first quarter of 2026 while a key competitor's share decreased. After the initial pop the shares cooled down to $469.43, up 4.4% from previous close. Is now the time to buy AMD? Access our full analysis report here, it’s free. What Is The Market Telling Us AMD’s shares are extremely volatile and have had 38 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 2 days ago when the stock gained 8% on the news that traders positioned ahead of Nvidia's fiscal Q1 earnings. Nvidia accounted for a significant percentage of the S&P 500's gains heading into the announcement, making the print the binary catalyst for the entire AI-infrastructure complex — networking ASICs, connectivity silicon, memory, and packaging all move together on the read-through. Falling oil prices also supported the bullish sentiment. Semis carry arguably the longest-dated cash flows in the equity market because most of their value sits in 2027–2030 AI capex, not in the current quarter. When Brent ...
白宮附近傳槍響 槍手身份曝光 去年圖闖禁區、送往精神病院 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國一名男子靠近白宮向特勤人員開槍,他被擊斃,一名途人中彈受傷。總統特朗普事發時正在白宮官邸,沒有受影響,白...
白宮附近傳槍響 槍手身份曝光 去年圖闖禁區、送往精神病院 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國一名男子靠近白宮向特勤人員開槍,他被擊斃,一名途人中彈受傷。總統特朗普事發時正在白宮官邸,沒有受影響,白宮一度封鎖。 「特朗普總統說即將達成協議,不過雙方仍有重大分歧。」美國廣播公司記者拍攝新聞報道時聽到多下槍聲,被要求由北草坪撤至新聞簡報室暫避的記者稱聽到十多至三十下槍聲。槍擊發生後警員封鎖現場,加緊巡邏。 傳媒報道,一名男子傍晚約6時在白宮附近的賓夕法尼亞大道及西北區17街交界,向檢查站的人員開了多槍,特勤人員還火。槍手中槍被制服,送院搶救不治。一名途人亦中槍,未清楚何人開槍打中他,沒有執法人員受傷。 調查消息指槍手是21歲的貝斯特,最近一年半居住華盛頓。上年7月已試過闖入白宮附近禁區,聲稱自己是耶穌,被捕後送往精神病院。事發時總統特朗普正在白宮官邸,沒有受影響,已聽取匯報,白宮一度封鎖40分鐘。 本月初白宮附近亦發生槍擊,一名男人在華盛頓紀念碑附近與特勤人員駁火,副總統萬斯的車隊事發前不久經過。特朗普上月出席白宮記者協會晚宴期間,槍手試圖突破安檢區域闖入宴會廳,槍手艾倫被控企圖暗殺總統等三項罪名。
長洲太平清醮|飄色巡遊下午舉行 遊客:感覺人流不及往年 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】長洲太平清醮飄色會景巡遊下午舉行,一早已有大批遊客到長洲。 長洲北帝廟外已搭好戲棚,不少善信前來上香,祈求保祐...
長洲太平清醮|飄色巡遊下午舉行 遊客:感覺人流不及往年 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】長洲太平清醮飄色會景巡遊下午舉行,一早已有大批遊客到長洲。 長洲北帝廟外已搭好戲棚,不少善信前來上香,祈求保祐。重頭戲飄色巡遊下午舉行,大批遊客一早已到長洲。海傍越來越多人,消暑食物、紀念品店最有人氣。北社街這間老字號平安包店,門口已經排長龍等候買平安包,圖個好意頭,不少人一買便是一整盒。 負責人預計平安包銷量跟往年相若,有多年顧客指今年比去年少買兩盒,感覺今年人流不及往年。李先生:「送給朋友、自己又吃一些,每年如是。現在少了,以前買10盒的。(記者:覺得人多了嗎?)今年少了些,因為我年年都來,以前在這裡住的、在這裡長大。今年可能幾天假期,人們都北上了,我就很少回去的,多數都回來拜神。」 平安包店負責人郭先生:「如果只算平安包生意額是差不多,但我們有很多不同周邊,我們的平安包玩偶,甚至是外面的分銷點,那部分有升幅。近半年的人流是比去年同比較暢旺,我不知為何,可能因為『北上』去慣了,便去其他離島,返璞歸真。」
On May 15, 2026, Prosight Management disclosed a buy of 180,367 shares of Nektar Therapeutics (NASDAQ:NKTR) , an estimated $10.27 million trade based on quarterly average pricing. According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Prosight Management increased its position in Nektar Therapeutics by 180,367 shares. The estimated value of the additional shares is $10....
On May 15, 2026, Prosight Management disclosed a buy of 180,367 shares of Nektar Therapeutics (NASDAQ:NKTR) , an estimated $10.27 million trade based on quarterly average pricing. According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Prosight Management increased its position in Nektar Therapeutics by 180,367 shares. The estimated value of the additional shares is $10.27 million, calculated using the average closing price for the quarter ending March 31, 2026. The quarter-end value of the firm’s Nektar Therapeutics stake rose by $29.43 million, a figure that includes both trading activity and share price appreciation. Nektar Therapeutics is a biotechnology company specializing in the development of novel therapeutics for oncology and immunology indications. The company leverages proprietary drug discovery platforms and strategic partnerships to advance a diverse clinical pipeline. Its focus on innovative biologics and collaborative R&D positions it to address significant unmet needs in the global healthcare market. Continue reading
Check out the companies making headlines this week: Toll Brothers (NYSE:TOL): Homebuilding company Toll Brothers (NYSE:TOL) rose by 8.3% on Wednesday after the company reported first-quarter financial results that surpassed Wall Street's expectations, even as key metrics declined from the previous year. See our full article here. Is now the time to buy Toll Brothers? Access our full analysis repor...
Check out the companies making headlines this week: Toll Brothers (NYSE:TOL): Homebuilding company Toll Brothers (NYSE:TOL) rose by 8.3% on Wednesday after the company reported first-quarter financial results that surpassed Wall Street's expectations, even as key metrics declined from the previous year. See our full article here. Is now the time to buy Toll Brothers? Access our full analysis report here, it's free. Booz Allen Hamilton (NYSE:BAH): Government consulting firm Booz Allen Hamilton (NYSE:BAH) rose by 2.3% on Tuesday after the company announced a partnership with defense technology firm Anduril to enhance security and capabilities for Special Operations personnel. See our full article here. Is now the time to buy Booz Allen Hamilton? Access our full analysis report here, it's free. Strategy (NASDAQ:MSTR): Bitcoin development company Strategy (NASDAQ:MSTR) fell by 6.8% on Monday after Bitcoin slid to a two-week low near $76,700. See our full article here. Is now the time to buy Strategy? Access our full analysis report here, it's free. Regeneron (NASDAQ:REGN): Biotech company Regeneron (NASDAQ:REGN) fell by 10.5% on Monday after its experimental cancer treatment failed to meet the main goal in a late-stage study for patients with a type of advanced skin cancer. See our full article here. Is now the time to buy Regeneron? Access our full analysis report here, it's free. Micron (NASDAQ:MU): Memory chips maker Micron (NASDAQ:MU) rose by 2.3% on Thursday after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure. See our full article here. Is now the time to buy Micron? Access our full analysis report here, it's free.
Philippe Laffont is one of the smartest growth-stock investors in the market. His hedge fund Coatue Management oversees a $33 billion public equity portfolio with even more capital held in private companies. Laffont often shifts his portfolio in response to macro factors, and last quarter saw a significant tilt. He sold off shares in eight of the fund's 10 largest positions while adding to just tw...
Philippe Laffont is one of the smartest growth-stock investors in the market. His hedge fund Coatue Management oversees a $33 billion public equity portfolio with even more capital held in private companies. Laffont often shifts his portfolio in response to macro factors, and last quarter saw a significant tilt. He sold off shares in eight of the fund's 10 largest positions while adding to just two of them. There's a very notable commonality between the two positions Laffont added to last quarter. It's also echoed in a couple of other portfolio additions. Investing in the foundation of AI infrastructure At the start of the year, Laffont's top 10 holdings were as follows: Taiwan Semiconductor Manufacturing TSM 0.69% ) Microsoft Meta Platforms Amazon GE Vernova Alphabet Constellation Energy Broadcom Nvidia Lam Research LRCX +1.03% ) The only two on the list he added to were Taiwan Semiconductor (TSMC) and Lam Research. TSMC is the largest contract semiconductor manufacturer in the world, and Lam Research is a leading supplier of wafer fabrication equipment. The trading activity at Coatue shows a clear preference to invest further up the AI computing supply chain. The huge spending by hyperscalers like Microsoft, Meta Platforms, Amazon, and Alphabet is transferring significant cash flow from cloud computing companies to manufacturing companies. That creates significant uncertainty for the cloud computing giants betting on the future, but it creates a tremendous opportunity for companies like TSMC and Lam Research. They've been able to raise pricing as demand soars. The same is true of two new additions to Coatue's portfolio last quarter: ASML Holding and Micron Technology. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -0.69 %) $ -2.82 Current Price $ 404.33 Key Data Points Market Cap $2.1T Day's Range $ 402.95 - $ 410.61 52wk Range $ 190.56 - $ 421.97 Volume 314.2K Avg Vol 13.7M Gross Margin 60.72 % Dividend Yield 0.82 % Microsoft recently share...
Key Points Laffont showed a preference for companies further up the supply chain for AI computing. The hedge fund manager cut his fund's stake in hyperscalers, chipmakers, and energy suppliers. Investors should consider whether his top holdings are still buys after a strong performance. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Philippe Laffont is one of the smartest growt...
Key Points Laffont showed a preference for companies further up the supply chain for AI computing. The hedge fund manager cut his fund's stake in hyperscalers, chipmakers, and energy suppliers. Investors should consider whether his top holdings are still buys after a strong performance. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Philippe Laffont is one of the smartest growth-stock investors in the market. His hedge fund Coatue Management oversees a $33 billion public equity portfolio with even more capital held in private companies. Laffont often shifts his portfolio in response to macro factors, and last quarter saw a significant tilt. He sold off shares in eight of the fund's 10 largest positions while adding to just two of them. 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 » There's a very notable commonality between the two positions Laffont added to last quarter. It's also echoed in a couple of other portfolio additions. Investing in the foundation of AI infrastructure At the start of the year, Laffont's top 10 holdings were as follows: Taiwan Semiconductor Manufacturing (NYSE: TSM) Microsoft Meta Platforms Amazon GE Vernova Alphabet Constellation Energy Broadcom Nvidia Lam Research (NASDAQ: LRCX) The only two on the list he added to were Taiwan Semiconductor (TSMC) and Lam Research. TSMC is the largest contract semiconductor manufacturer in the world, and Lam Research is a leading supplier of wafer fabrication equipment. The trading activity at Coatue shows a clear preference to invest further up the AI computing supply chain. The huge spending by hyperscalers like Microsoft, Meta Platforms, Amazon, and Alphabet is transferring significant cash flow from cloud computing companies to manufacturing companies. That creates significant uncertainty for the cloud computing...
What 'Compassion' Isn't Authored by Laura Hollis via The Epoch Times (emphasis ours), One of the most frustrating aspects of contemporary conversations about politics and public policy is how often the deleterious effects of terrible programs - local, state and federal - are brushed aside with distracting and even deceitful claims that the intentions behind the policies were "compassionate." This ...
What 'Compassion' Isn't Authored by Laura Hollis via The Epoch Times (emphasis ours), One of the most frustrating aspects of contemporary conversations about politics and public policy is how often the deleterious effects of terrible programs - local, state and federal - are brushed aside with distracting and even deceitful claims that the intentions behind the policies were "compassionate." This is an utterly wrongheaded analysis for many reasons. Laws, public policies, and government programs should be evaluated by their results, not by the state of mind of their advocates or sponsors. Nathan Dumlao/Unsplash.com The weaponization of compassion has launched a de facto competition of who can be thought to be the most "compassionate" or, at least, not thought to be uncompassionate. The result of this arms race has been chaos, destruction, and depravity. It's easy to lose sight of just how often this pernicious dynamic takes place, so it's worthwhile to point out a few of the disastrous policies that were promoted, and in some cases continue to be promoted, as being "compassionate" and to call them out for the societally corrosive lies they are. 1. It wasn't "compassionate" to close our mental hospitals. The impulse was understandable; plenty of those facilities were substandard. But the results were catastrophic. Until fairly recently in this country's history, the "homeless" population consisted largely of small numbers of unattached males who drifted from place to place seeking work. But since the 1980s, the homeless population of the United States has exploded. Nearly three-quarters of a million people are homeless, and the number jumped 18 percent from 2023 to 2024. California has 187,000 of the country's homeless; more than 70,000 are in Los Angeles County alone. 2. It isn't "compassionate," nor is it respect for "individual autonomy" or "dignity," to leave the homeless to live as they do. Homeless encampments are hotbeds of filth, including human urine and fece...
Key Points IVV and VOO offer the same expense ratio and nearly identical one- and five-year total returns. VOO boasts a much higher assets under management (AUM), which can provide greater liquidity. Both funds track 500 of the largest U.S. companies with nearly identical sector weights. 10 stocks we like better than Vanguard S&P 500 ETF › The iShares Core S&P 500 ETF (NYSEMKT:IVV) and the Vanguar...
Key Points IVV and VOO offer the same expense ratio and nearly identical one- and five-year total returns. VOO boasts a much higher assets under management (AUM), which can provide greater liquidity. Both funds track 500 of the largest U.S. companies with nearly identical sector weights. 10 stocks we like better than Vanguard S&P 500 ETF › The iShares Core S&P 500 ETF (NYSEMKT:IVV) and the Vanguard S&P 500 ETF (NYSEMKT:VOO) both serve as foundational building blocks for long-term portfolios by tracking the S&P 500 index. While they share the same objective and cost structure, subtle differences distinguish these two industry giants for individual investors. Snapshot (cost & size) Metric IVV VOO Issuer iShares Vanguard Expense ratio 0.03% 0.03% 1-yr return (as of May 23, 2026) 29.47% 29.43% Dividend yield 1.12% 1.08% Beta (5Y monthly) 1.00 1.00 Assets under management (AUM) $797.5 billion $1.6 trillion With matching 0.03% expense ratios, cost is not a differentiator between these two market leaders. While both funds offer consistent income streams, IVV offers a marginally higher dividend yield. Performance & risk comparison Metric IVV VOO Max drawdown (5 yr) -24.52% -24.53% Growth of $1,000 over 5 years (total return) $1,930 $1,930 What's inside VOO holds just over 500 stocks and was launched in 2010. It is designed to track the S&P 500, offering broad exposure to the domestic equity market. Its sector allocation is currently led by technology at around 36% of assets, followed by financial services at 12% and communication services at 11%, and its top holdings include Nvidia, Apple, and Microsoft. IVV also tracks the S&P 500, so it’s similar to VOO in many ways. Its top sector allocations and top three stocks match VOO’s, but it was launched in 2000, giving it a longer operating history. For more guidance on ETF investing, check out the full guide at this link. What this means for investors IVV and VOO both track the same underlying index, so there are few characteri...