NervGen Pharma press release ( NGEN ): Q1 GAAP EPS of -$0.02. As of March 31, 2026, NervGen had cash and investments of $16.6M. More on NervGen Pharma NervGen Pharma: I See Promise, But The Clock Is Ticking (Rating Downgrade) Seeking Alpha’s Quant Rating on NervGen Pharma Historical earnings data for NervGen Pharma Financial information for NervGen Pharma
NervGen Pharma press release ( NGEN ): Q1 GAAP EPS of -$0.02. As of March 31, 2026, NervGen had cash and investments of $16.6M. More on NervGen Pharma NervGen Pharma: I See Promise, But The Clock Is Ticking (Rating Downgrade) Seeking Alpha’s Quant Rating on NervGen Pharma Historical earnings data for NervGen Pharma Financial information for NervGen Pharma
With tedious reliability the UK political scene keeps on confirming the worst fears of the bond markets. This time it’s a by-election, now set for June 18, which means four weeks of uncertainty and political chicanery before we know if Andy Burnham can even make it back to Parliament to run for the top job. If he does, there will most likely be a Labour leadership contest which would be expected t...
With tedious reliability the UK political scene keeps on confirming the worst fears of the bond markets. This time it’s a by-election, now set for June 18, which means four weeks of uncertainty and political chicanery before we know if Andy Burnham can even make it back to Parliament to run for the top job. If he does, there will most likely be a Labour leadership contest which would be expected to go until September. Were investors not busy being paid more to hold UK gilts, the bond markets would be entitled to put their OOO on and head to the beach. As it is they are intensely interested in what happens next. As The Readout hits your inboxes this evening Bloomberg’s Alex Wickham reports that Burnham has ruled out changing the UK’s fiscal rules on borrowing if we wins power. This is the hardest-to-call political landscape in a while, and that’s saying something. As of Monday, Keir Starmer clings on as prime minister — his spokesman has said Starmer will not set out a timetable for his departure, and I’m not surprised. There is a chance he yet survives. Should Burnham win his by-election in Makerfield, Starmer is a goner; should he lose, Starmer fancies his chances against Wes Streeting. These are better odds for Starmer than anyone might have given him a week ago. It would be a pyrrhic victory, though, as few expect him to be Labour leader at the next election. The prospect of another challenge before 2029 would surely loom large. Burnham has been issuing some interesting clarifications over the weekend to his position on the bond markets and government borrowing, which our political editor Alex Wickham walks us through here . As it happens, gilt yields are down a little today. Burnham’s explanations this weekend were effectively to blame poor leadership for the UK being, as he’s previously said, “in hock to the bond markets.” Improve governance and Britain can bring down debt, runs his argument. As this evening’s story shows, Burnham could not have made it through...
Confidential computing has spent the last decade solving a hard problem: helping keep data protected even while it's actively being used. With Intel TDX and hardware-enforced execution environments, that battle is largely won. The harder, and ultimately more important question is the one that follows: how does the party relying on a confidential workload verify independently, without taking anyone...
Confidential computing has spent the last decade solving a hard problem: helping keep data protected even while it's actively being used. With Intel TDX and hardware-enforced execution environments, that battle is largely won. The harder, and ultimately more important question is the one that follows: how does the party relying on a confidential workload verify independently, without taking anyone's word for it, that the workload is actually running where it's supposed to, on hardware in the sta
Unheralded coach has presided over a remarkable turnaround as club navigates La Liga’s epic relegation battle Luís Castro was 11 when he started vomiting blood. Taken to hospital and diagnosed with purpura, initially doctors told his parents there was no chance of him living and even when he was cured they said he couldn’t do any physical exercise ever again. But three lonely years later, driven b...
Unheralded coach has presided over a remarkable turnaround as club navigates La Liga’s epic relegation battle Luís Castro was 11 when he started vomiting blood. Taken to hospital and diagnosed with purpura, initially doctors told his parents there was no chance of him living and even when he was cured they said he couldn’t do any physical exercise ever again. But three lonely years later, driven by an inner strength he ascribed to a higher power, he was back on a football pitch, building a career that took him through the lower leagues in Portugal as a player and around the world as coach, winning trophies in Qatar, Saudi Arabia, Ukraine and Brazil, until one day in December his name landed on the president’s desk at Levante: just the kind of man the Spanish club needed in their impossible fight for survival. Oh, wait. No, that’s not right. “I had heard of another Luís Castro but not this one,” Pablo Sánchez admitted on Sunday night, “and this one turned out to be the ideal coach for our club.” Continue reading...
The dollar index (DXY00 ) fell from a 1.25-month high today and is down by -0.21%. The dollar gave up overnight gains today and turned lower after crude oil prices retreated following reports that the US proposed a temporary waiver of sanctions on Iran’s oil. Lower crude prices lower inflation...
The dollar index (DXY00 ) fell from a 1.25-month high today and is down by -0.21%. The dollar gave up overnight gains today and turned lower after crude oil prices retreated following reports that the US proposed a temporary waiver of sanctions on Iran’s oil. Lower crude prices lower inflation...
In 2020, the global economy descended into recession during the Covid-19 pandemic. Central banks around the world enacted an across the board interest rate cut in an effort to stimulate activity to revive the economy. Markets responded. Bond prices rose, reducing yield significantly. 30-year mortgage rates, which started at 3.75%, fell to 3.0% by that ... Bonds Used to Be the Income Answer for Ret...
In 2020, the global economy descended into recession during the Covid-19 pandemic. Central banks around the world enacted an across the board interest rate cut in an effort to stimulate activity to revive the economy. Markets responded. Bond prices rose, reducing yield significantly. 30-year mortgage rates, which started at 3.75%, fell to 3.0% by that ... Bonds Used to Be the Income Answer for Retirees. Then Came the Covered-Call ETF That Pays Over 7%.
imaginima/iStock via Getty Images Dominion Energy ( D ) surged on Monday after confirming a $67B all-stock merger with NextEra Energy ( NEE ), a deal that would create the world’s largest regulated electric utility company by market capitalization and significantly reshape the U.S. power sector. The transaction would combine two of the country’s largest energy infrastructure operators, creating a ...
imaginima/iStock via Getty Images Dominion Energy ( D ) surged on Monday after confirming a $67B all-stock merger with NextEra Energy ( NEE ), a deal that would create the world’s largest regulated electric utility company by market capitalization and significantly reshape the U.S. power sector. The transaction would combine two of the country’s largest energy infrastructure operators, creating a company that is more than 80% regulated and serves roughly 10M customer accounts across Florida, Virginia, North Carolina, and South Carolina. The combined business also would own 110 GW of generation capacity spanning multiple energy sources. The blockbuster utility merger is expected to draw close scrutiny from federal and state regulators, including the U.S. Department of Justice and the Federal Energy Regulatory Commission, as analysts weigh the competitive and operational implications of combining two major regulated utilities. The announcement also renewed investor focus on the broader U.S. electric utilities sector, where several names currently carry strong Seeking Alpha Quant Ratings based on metrics including valuation, growth, momentum, and profitability. American Electric Power Company ( AEP ) leads the group with the highest Quant Rating of 4.16. The Southern Company ( SO ), Otter Tail Corporation ( OTTR ), and Hawaiian Electric Industries ( HE ) also rank among the sector’s top-rated names, each earning a Quant “Buy” rating. Other highly rated utilities include PG&E Corporation ( PCG ), MGE Energy ( MGEE ), Genie Energy ( GNE ), Exelon Corporation ( EXC ), Duke Energy Corporation ( DUK ), and Pinnacle West Capital Corporation ( PNW ). Seeking Alpha’s Quant system scores stocks on a scale of 1 to 5 across several quantitative categories. Ratings above 3.5 are considered bullish, while scores of 2.5 or lower indicate a bearish profile. Here is the list: American Electric Power Company, Inc. ( AEP ), Quant Rating: 4.16 The Southern Company ( SO ), Quant Rating: 3...
Earnings Call Insights: Duos Technologies Group, Inc. (DUOT) Q1 2026 Management View "At a high level, our first quarter results reflect the continued execution of our strategic transformation towards a data center-focused tech platform with our Duos Edge AI Technology Solutions division emerging as our primary growth drivers." (CEO & President Doug Recker) "The company is currently going through ...
Earnings Call Insights: Duos Technologies Group, Inc. (DUOT) Q1 2026 Management View "At a high level, our first quarter results reflect the continued execution of our strategic transformation towards a data center-focused tech platform with our Duos Edge AI Technology Solutions division emerging as our primary growth drivers." (CEO & President Doug Recker) "The company is currently going through a fairness opinion on the value of the rail division, and this process is expected to extend into the second quarter." (CEO & President Recker) "In Q1, the company reported $1.55 million in revenue with a cost of goods sold of approximately $544,000." (CEO & President Recker) "We successfully signed 8 new large data center operators and increased our backlog to approximately $14 million, all of which is expected to ship and be invoiced in 2026." (CEO & President Recker) "Under our GPU-as-a-Service agreement with Hydro Host, we expect to deploy 2,304 NVIDIA GPUs across our edge data center platform." (CEO & President Recker) "This contract represents approximately $176 million in total revenue over a 36-month term with total anticipated revenue of roughly $50 million, projected margins exceeding 80% and approximately $40 million in expected EBITDA." (CEO & President Recker) "We have already received $15 million down payment with an additional $3 million deposit pending currently." (CEO & President Recker) "For Q1 2026, total consolidated revenue was approximately $2.7 million compared to $4.9 million in the first quarter of 2025." (Chief Financial Officer Leah Brown) Outlook "Based on these committed contracts and near-term pending orders that are already performing, our scheduled to be executed throughout the course of 2026, the company is reconfirming its expectation for the total revenue in 2026 to exceed $50 million." (Chief Financial Officer Brown) "The primary driver is our GPU as a Service business, which we expect to contribute approximately $26 million, largely reco...
J Studios/DigitalVision via Getty Images The stock market has been very resilient, and it was even able to shake off concerns about the war in Iran. The explanation for this resilience has been that the AI revolution is greater than the seemingly temporary headwinds that have come with the Iran war, which is most obviously the surge in oil prices. In recent weeks, I think the ceasefire helped to e...
J Studios/DigitalVision via Getty Images The stock market has been very resilient, and it was even able to shake off concerns about the war in Iran. The explanation for this resilience has been that the AI revolution is greater than the seemingly temporary headwinds that have come with the Iran war, which is most obviously the surge in oil prices. In recent weeks, I think the ceasefire helped to ease concerns about the war and rising oil prices, but now it seems like the ceasefire might not hold. If the war is restarted, this could cause oil prices to surge and further raise concerns about the recent spike in inflation. The recent CPI report came in hot, and I believe we could see even higher levels of inflation in the coming months, with some analysts projecting inflation to hit 6% . The problem with inflation is that it makes it difficult, if not impossible, for the Federal Reserve to cut rates. Rising inflation is a factor that can contribute to higher interest rates. Another factor that can raise interest rates is when bond investors want to be compensated for potentially higher risks, which could include concerns about credit quality and high debt loads. Another emerging concern for bond investors is that Jerome Powell's term as Fed Chair ended on May 15, 2026, and Kevin Warsh has been confirmed as the next in line. Inflation is clearly rising, bond investors are becoming increasingly concerned about the rising U.S. national debt load, which is approaching $40 trillion; we have a new Fed chair, which brings some potential uncertainty, and global bond yields in other countries such as Japan and the U.K. have been surging. This all seems to be aligning in what might be a perfect storm that could send the stock market much lower and create an even more powerful breakout move to the upside for bond yields. In short, the recent trend of rising bond yields is quickly becoming a potential major issue for the financial markets, and I am concerned that the genie is alre...
The Vanguard Small-Cap Index Fund ETF (NYSEARCA:VB) does not hold penny stocks. VB tracks the CRSP US Small Cap Index, where the median holding is a company worth several billion dollars. With Kevin Warsh reportedly the incoming Federal Reserve Chair, the rate-cut path that small caps have been pricing in for months gets a more ... The New Federal Reserve Chair Can Cause This Small-Cap Stock ETF t...
The Vanguard Small-Cap Index Fund ETF (NYSEARCA:VB) does not hold penny stocks. VB tracks the CRSP US Small Cap Index, where the median holding is a company worth several billion dollars. With Kevin Warsh reportedly the incoming Federal Reserve Chair, the rate-cut path that small caps have been pricing in for months gets a more ... The New Federal Reserve Chair Can Cause This Small-Cap Stock ETF to Surge
Luis Alvarez Markets are poised to chase earnings growth over the next year, with AI remaining the cornerstone of the earnings story even as investors face pressure from higher inflation and bond yields, according to RBC Capital Markets head of U.S. equity research Lori Calvasina. In an interview with CNBC, Calvasina outlined her bullish case for equities, pointing to a 12-month price target of 7,...
Luis Alvarez Markets are poised to chase earnings growth over the next year, with AI remaining the cornerstone of the earnings story even as investors face pressure from higher inflation and bond yields, according to RBC Capital Markets head of U.S. equity research Lori Calvasina. In an interview with CNBC, Calvasina outlined her bullish case for equities, pointing to a 12-month price target of 7,900 for the S&P 500. Calvasina noted that the strength of AI-related earnings is providing crucial support for the broader market. “The AI story really is the bulwark of the earnings story,” she said, explaining that even after applying significant haircuts to non-AI earnings in consensus forecasts, her team still arrived at their elevated price target. The strategist acknowledged that multiple compression is likely given current macroeconomic conditions. RBC’s analysis already factors in 3.3% inflation, a flat Federal Reserve, and ten-year Treasury yields at 4.5%. Despite these headwinds, Calvasina believes “the strength of the earning story offsets it and allows the market to keep kind of grinding up.” During recent trips to the UK, Switzerland, and the US Southeast, Calvasina found investors deeply engaged in AI trades and reluctant to discuss broader market risks. “A lot of them were already pretty deep in the AI trade and had been doing well,” she observed. When asked about opportunities outside of AI, she received “a lot of sour looks” as investors struggled to identify alternative sectors worth pursuing. On the question of recession risk, Calvasina remains skeptical. She noted that the 9.1% drawdown at March 30 lows was consistent with typical 5-10% corrections when recession isn’t imminent. “For all the wariness that I hear on the war, on inflation, on other issues, no one—I think one person has really made an impassioned case to me about recession in the U.S. over the last six weeks,” she said. The one pocket of caution Calvasina identified came from small-cap valu...
Luis Alvarez/DigitalVision via Getty Images The March employment report delivered 178,000 new jobs against a consensus forecast of 60,000, sending the 10-year Treasury yield to 4.37 percent and erasing any remaining expectations for Federal Reserve rate cuts in 2026. A Labor Market That Refuses to Cool The Bureau of Labor Statistics reported on April 3, 2026, that the U.S. economy added 178,000 no...
Luis Alvarez/DigitalVision via Getty Images The March employment report delivered 178,000 new jobs against a consensus forecast of 60,000, sending the 10-year Treasury yield to 4.37 percent and erasing any remaining expectations for Federal Reserve rate cuts in 2026. A Labor Market That Refuses to Cool The Bureau of Labor Statistics reported on April 3, 2026, that the U.S. economy added 178,000 nonfarm payroll jobs in March, nearly triple the consensus forecast of 60,000. The unemployment rate held at 4.3 percent, a level consistent with full employment. Average hourly earnings rose 0.3 percent month-over-month, maintaining a pace that the Federal Reserve has described as incompatible with a sustained return to 2 percent inflation.¹ The report landed on a market already rattled by oil-driven inflation concerns. West Texas Intermediate crude remained above $100 per barrel as the Iran conflict continued to disrupt Persian Gulf shipping lanes. The combination of labor market strength and energy inflation has fundamentally altered the rate outlook. Interest rate futures now price zero cuts for the remainder of 2026, with a growing minority of traders assigning a 10 percent probability to a rate hike.² The Institute for Supply Management's manufacturing survey added fuel. The ISM Prices Paid index hit multi-year highs in March, signaling that input cost pressures are intensifying across the supply chain. For the Federal Reserve, the data creates a difficult environment: the dual mandate of maximum employment and price stability increasingly points in opposite directions. March payrolls of 178,000 nearly tripled the consensus forecast of 60,000, reinforcing the labor market's resilience. Source: BLS The Yield Surge Spreads to Credit The 10-year Treasury yield closed at 4.37 percent on April 3, continuing a climb that has added more than 50 basis points since early March. The benchmark yield has not traded at these levels since July 2025. The Bloomberg U.S. Aggregate Bond ...
Evercore’s Roger Altman said in a CNBC interview on Monday that a sharp rise in crude could destabilize markets before it may trigger “the second big inflation shock of this decade after COVID,” especially if oil prices climb toward $150 a barrel or higher.
Evercore’s Roger Altman said in a CNBC interview on Monday that a sharp rise in crude could destabilize markets before it may trigger “the second big inflation shock of this decade after COVID,” especially if oil prices climb toward $150 a barrel or higher.
Kevin Warsh, President Donald Trump's nominee to be next chair of the Federal Reserve, testifies before a Senate Banking Committee confirmation hearing on Capitol Hill in Washington, April 21, 2026. Kevin Lamarque | Reuters Sent to the Federal Reserve to lower interest rates, incoming Chair Kevin Warsh instead may have to push for higher levels to establish credibility, market veteran Ed Yardeni s...
Kevin Warsh, President Donald Trump's nominee to be next chair of the Federal Reserve, testifies before a Senate Banking Committee confirmation hearing on Capitol Hill in Washington, April 21, 2026. Kevin Lamarque | Reuters Sent to the Federal Reserve to lower interest rates, incoming Chair Kevin Warsh instead may have to push for higher levels to establish credibility, market veteran Ed Yardeni said. If the new central bank leader fails to signal that policymakers are attuned to inflation pressures, it could risk further market wrath in the form of escalating Treasury yields, added Yardeni, the originator of the term "bond vigilantes" to describe such incidents of investor unrest. "Warsh is set to chair the June Federal Open Market Committee (FOMC) meeting, but who's actually in the monetary-policy driver's seat? We'd argue that it's the Bond Vigilantes," Yardeni, the head of Yardeni Research, wrote Monday. When it comes to the sentiment of policymakers, "Warsh is going to be the odd man out. But he is the new Fed chair, and the bond market is reacting badly to his dovish stance." Treasury yields surged Friday , with the 30-year bond eclipsing 5% to its highest in nearly a year. The long bond on Monday morning was little changed at 5.138%. The 2-year Treasury, which is more sensitive to Fed rate moves, edged lower to 4.07%. Stock Chart Icon Stock chart icon 30-year bond yield In statements prior to taking over the chair's position, Warsh has said he believes the Fed can lower its benchmark interest rate from its current targeted range of 3.5% to 3.75%. However, a recent surge in inflation , triggered largely by the Iran war but also owning to other underlying factors, has led to markets repricing rate expectations. But it's gotten more complicated with Warsh's arrival: Not only does the market not believe the Fed will cut, but odds also are rising for a hike, with current pricing implying a 42% chance of an increase by the end of the year, according to the CME Grou...
imaginima An oil market deficit is on the verge of becoming a full-blown shortage within weeks, according to Jeff Currie, co-chairman of Abaxx Markets, who appeared on CNBC. The analyst warned that while global oil markets remain technically well-supplied for now, rapidly depleting inventories are approaching critical “tank bottom” levels that could trigger significant supply problems. “We are not...
imaginima An oil market deficit is on the verge of becoming a full-blown shortage within weeks, according to Jeff Currie, co-chairman of Abaxx Markets, who appeared on CNBC. The analyst warned that while global oil markets remain technically well-supplied for now, rapidly depleting inventories are approaching critical “tank bottom” levels that could trigger significant supply problems. “We are not in a physical shortage yet. We are in a deficit, meaning that demand is up here, supply is down here, and we are drawing our inventories,” the expert explained during the interview. Currie emphasized that despite global oil storage capacity of approximately 8 billion barrels, most of that volume cannot actually be accessed because it serves as essential pipeline fill and working inventory. The analyst pointed to several products already experiencing critically low inventory levels. Diesel, distillate, and motor oils have essentially reached their minimum operational thresholds, with U.S. gasoline expected to hit similar constraints by July. “When that happens, the deficit turns into a shortage, and you've got problems,” Currie warned. Despite these warning signs, energy prices have remained relatively subdued, with consumers seeing modest declines from recent peaks. The expert attributed this market complacency to widespread dismissiveness among financial commentators about the severity of the situation. He drew a sharp distinction between market analysts and those with direct industry experience. “Every CEO, every oil company CEO, mining company CEO, every central or commodity trader, anybody who gets their hands dirty in this business is telling you you have a problem,” he stated. The analyst noted that financial markets tend to price expectations rather than physical realities. Currie compared the current situation to the period leading up to the 2021 inflation surge, when experts initially dismissed price pressures as transitory. “And wham, it hurt when you hit it. We’...