Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes […]
Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes […]
Jonathan Kitchen/DigitalVision via Getty Images I analyzed Digi Power X ( DGXX ) a while back and decided to circle back and see whether the thesis changed. At the time, I was putting emphasis on the growth story, which was based more on trust rather than fundamentals. Let's be real, the company was trying to position itself as an AI, energy, and crypto hybrid. Then it was looking like a popular n...
Jonathan Kitchen/DigitalVision via Getty Images I analyzed Digi Power X ( DGXX ) a while back and decided to circle back and see whether the thesis changed. At the time, I was putting emphasis on the growth story, which was based more on trust rather than fundamentals. Let's be real, the company was trying to position itself as an AI, energy, and crypto hybrid. Then it was looking like a popular narrative combo and not a clearly working business model. The biggest problem was execution, while the idea was good in my opinion. The need for capital was huge, and indeed it was financed through new share issuance, while results were lacking. In the last three months, the situation has changed just a bit. There are some first signals that the company is moving from promises and theory to an actual practical phase. There are talks about AI infrastructure start , first modules, and potential clients. But still, like I like to do, there are questions that need to be answered. Do we see first real business signals, or is it still good-looking progress without scale? In my opinion, DGXX is not a story anymore but still an unproven business, and exactly this middle stage is going to make or break my thesis. Business Progress In the last few months, Digi Power X showed first movement, which allows us not only to talk about narrative but also about execution start. The AI segment is moving forward through NeoCloud platform. Also, Blackwell GPU system integration (this one is NVIDIA architecture) is showing that this is not just marketing but real steps towards AI infrastructure. Yet, let's understand the scale, because it sounds very good if we put it that way. We are still talking about a very early stage, and my last argument still stands: a few servers don't mean real data center business. While yes, pipeline exits, discussions with clients are ongoing, but for me, it is still just a potential. It is not a proven model just yet. On colocation side, the progress is also there. ...
Health department says ‘too many’ doctors have been using racist and antisemitic language, particularly on social media, without rebuke An overhaul of the General Medical Council is expected to lead to more doctors that face accusations of racism and antisemitism on social media being struck off. The Department of Health and Social Care (DHSC) has launched a consultation on changes to the legislat...
Health department says ‘too many’ doctors have been using racist and antisemitic language, particularly on social media, without rebuke An overhaul of the General Medical Council is expected to lead to more doctors that face accusations of racism and antisemitism on social media being struck off. The Department of Health and Social Care (DHSC) has launched a consultation on changes to the legislation governing the regulation of doctors, saying the move will lead to the biggest reform of the medical regulator, the GMC, in four decades. Continue reading...
Enzon Pharmaceuticals’ ( ENZN ) 1-for-100 reverse stock split becomes effective March 24, 2026, at 4:30 pm ET. Stock will begin trading on a split-adjusted basis on March 25, 2026, on OTCQB. The split is intended to free up authorized shares for the planned merger with Viskase Companies. It also supports stock issuance tied to the exchange of Series C preferred stock into common stock. More on Enz...
Enzon Pharmaceuticals’ ( ENZN ) 1-for-100 reverse stock split becomes effective March 24, 2026, at 4:30 pm ET. Stock will begin trading on a split-adjusted basis on March 25, 2026, on OTCQB. The split is intended to free up authorized shares for the planned merger with Viskase Companies. It also supports stock issuance tied to the exchange of Series C preferred stock into common stock. More on Enzon Pharmaceuticals, Inc. Financial information for Enzon Pharmaceuticals, Inc.
JHVEPhoto The allegations of smuggling servers equipped with Nvidia's ( NVDA ) processors by three individuals associated with Super Micro Computer ( SMCI ) have elevated the company's “reputation risk,” Citi said. “While the allegations target individuals, we expect elevated customer diligence and tighter supplier guardrails, which may lead to some suppliers restricting components and competitive...
JHVEPhoto The allegations of smuggling servers equipped with Nvidia's ( NVDA ) processors by three individuals associated with Super Micro Computer ( SMCI ) have elevated the company's “reputation risk,” Citi said. “While the allegations target individuals, we expect elevated customer diligence and tighter supplier guardrails, which may lead to some suppliers restricting components and competitive losses,” analyst Asiya Merchant wrote in a note to clients. “We believe this warrants a lower valuation until there is more visibility on the path forward and indications of unaffected customer/supplier confidence in the company.” Merchant lowered her price target to $25 from $39 but kept her Neutral/High risk rating on the stock. Super Micro shares were down fractionally in premarket trading on Tuesday. More on Super Micro Computer Super Micro Gifts Dell A Generational Opportunity Super Micro: The Market's Faith Is Now Severely Eroded (Downgrade) Super Micro: Ignore Bad Optics Super Micro technicals flash bearish signals amid legal overhang Super Micro Computer options: bulls ambushed, bears scramble
peshkov/iStock via Getty Images Market Review US Small Cap Value equities (Russell 2000 Value Index) rose 3.26% in the fourth quarter of 2025 capping off a strong year of performance. Value stocks extended their second and third quarter gains after a weak first quarter, supported by monetary policy and higher risk appetite. The Russell 2000 Value Index outperformed the Russell 2000 Growth Index fo...
peshkov/iStock via Getty Images Market Review US Small Cap Value equities (Russell 2000 Value Index) rose 3.26% in the fourth quarter of 2025 capping off a strong year of performance. Value stocks extended their second and third quarter gains after a weak first quarter, supported by monetary policy and higher risk appetite. The Russell 2000 Value Index outperformed the Russell 2000 Growth Index for the second consecutive quarter, rising 3.3% versus 1.2%. Health Care and Telecommunication were the best performing sectors whilst Consumer Staples was the largest detractor. Over the full year, the Russell 2000 Value Index has gained 12.59%, trailing the Russell 2000 Growth Index by 42 bps. Performance Review The Goldman Sachs Small Cap Value Insights Fund ( GSATX ) (I-share, net) returned 3.86% in the fourth quarter of 2025, outperforming its benchmark, the Russell 2000 Value Index, by 60 basis points helping the Fund outperform its benchmark by 34 basis points (I-share, net) over the full year. Our Themes and Trends pillar was the largest contributor to the Fund's outperformance over the fourth quarter of 2025. Our proprietary economic linkages signals, which seek to identify connections between companies, contributed the most. The signal drove overweight positioning in the Health Care sector which proved additive as investors backed Biotechnology companies which reported positive trial results and benefitted from analyst upgrades. Our Sentiment Analysis pillar was also additive to the Fund's excess returns during the fourth quarter of the year. Our signals that seek to gauge investor sentiment by analyzing the trading activity of market participants, drove overweight positioning in Health Care companies. The overweight positioning proved additive, particularly within the Life Sciences Tools & am p; Services industry as select companies rallied on the back of analyst upgrades. Our High-Quality Business Models pillar also contributed to the Fund's outperformance over th...
(RTTNews) - Stocks may move to the downside in early trading on Tuesday, giving back ground following the strong upward move seen in the previous session. The major index futures are currently pointing to a lower open for the markets, with the S&P 500 futures down by 0.4 percent.
(RTTNews) - Stocks may move to the downside in early trading on Tuesday, giving back ground following the strong upward move seen in the previous session. The major index futures are currently pointing to a lower open for the markets, with the S&P 500 futures down by 0.4 percent.
Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes […]
Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes […]
Gorman-Rupp (GRC) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Gorman-Rupp (GRC) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.