EyePoint ( EYPT ) has filed a lawsuit against Ocular Therapeutix ( OCUL ) in a Massachusetts federal court, alleging that its rival eye drug developer made false claims regarding its lead candidate, Duravyu. According to the lawsuit filed in Middlesex County Superior Court in Massachusetts on Friday, EyePoint ( EYPT ) accused Ocular ( OCUL ) of spreading false or misleading information regarding t...
EyePoint ( EYPT ) has filed a lawsuit against Ocular Therapeutix ( OCUL ) in a Massachusetts federal court, alleging that its rival eye drug developer made false claims regarding its lead candidate, Duravyu. According to the lawsuit filed in Middlesex County Superior Court in Massachusetts on Friday, EyePoint ( EYPT ) accused Ocular ( OCUL ) of spreading false or misleading information regarding the company and clinical findings of Duravyu. The intravitreal injection is currently undergoing late-stage development for ophthalmic conditions, including wet age-related macular degeneration (wet AMD), a condition targeted by Ocular’s ( OCUL ) lead asset, Axpaxli. Both treatments belong to a class of drugs known as tyrosine kinase inhibitors. The lawsuit seeks an injunction to block the defendant from continuing with the alleged dissemination of false claims, retraction of the statements, and recovery of financial damages. More on EyePoint Pharmaceuticals, Ocular Therapeutix EyePoint: The 'Pre-Readout' Surge Is Hiding A Commercial Reality Check EyePoint, Inc. (EYPT) Q4 2025 Earnings Call Transcript Ocular Therapeutix, Inc. (OCUL) Presents at 49th Annual Meeting of the Macula Society - Slideshow EyePoint outlines mid-2026 topline data target for DURAVYU in wet AMD and DME as Phase III trials advance Ocular drops after late-stage trial data for wet AMD therapy
Refereeing standards are "the worst we have seen for a long time" and "only getting worse" because of the use of the video assistant referee (VAR), says former Newcastle United and England striker Alan Shearer. The debate around the use of VAR continues to rage, with weekends often dominated by controversy around perceived incorrect officiating decisions in the Premier League. "They [referees] are...
Refereeing standards are "the worst we have seen for a long time" and "only getting worse" because of the use of the video assistant referee (VAR), says former Newcastle United and England striker Alan Shearer. The debate around the use of VAR continues to rage, with weekends often dominated by controversy around perceived incorrect officiating decisions in the Premier League. "They [referees] are too reliant on it and it's affecting the standard of refereeing now, and it's not a good look," Shearer said on BBC Radio 5 Live. Shearer's comments come after VAR was again the story in Friday's 2-2 draw between Bournemouth and Manchester United. United have made a formal complaint to referees' body Professional Game Match Officials Limited over what they feel was clear inconsistency in the decisions during the match at Vitality Stadium. Harry Maguire was sent off for pulling back Evanilson inside the box as United led 2-1 with 10 minutes to go. But that came just 10 minutes after Amad Diallo was denied a penalty for a similar incident at the other end, while United had also earlier been awarded a penalty for what United boss Michael Carrick deemed to be a comparable foul on Matheus Cunha.
Key Points Most people currently in their 60s and 70s have done especially well for themselves, making the most of a period of strong domestic economic growth. The bulk of their net worth, however, is tied up in nonliquid assets like real estate rather than in liquid assets like cash, stocks, or bonds. The $23,760 Social Security bonus most retirees completely overlook › What are baby boomers wort...
Key Points Most people currently in their 60s and 70s have done especially well for themselves, making the most of a period of strong domestic economic growth. The bulk of their net worth, however, is tied up in nonliquid assets like real estate rather than in liquid assets like cash, stocks, or bonds. The $23,760 Social Security bonus most retirees completely overlook › What are baby boomers worth right now, on average? The exact number depends on who you ask and what you mean by "average net worth." Baby boomers' age range is between 62 and 80. If you're using the frequently cited numbers from the Federal Reserve's most recent Survey of Consumer Finances, the average net worth for people between the ages of 65 and 74 is $1.78 million. The 75-and-up crowd's net worth, as well as the 55-to-64 cohort's, wasn't too far behind that figure. 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 » It sounds like a lot, but you'll want to take that $1.78 million figure with a grain of salt. While that's a respectable average, it's skewed higher by a small number of ultra-wealthy people. The more meaningful median -- or midpoint -- figure for 65-to-74-year-olds is a much lower $410,000 (and again, the people immediately above and below this age range are worth slightly less). You should also know that this data was gathered in 2022 (the last time the Federal Reserve conducted this survey), when the COVID-19 pandemic was still undermining incomes and economic activity. Much has changed for the better since then, most likely including these figures. That being said, bear in mind that total net worth includes assets like real estate, vehicles, and investments minus any debt. It's different from liquid net worth, which is just assets that can readily be converted into cash. In this vein, the average amount of money t...
David Gura, Christina Ruffini, and Lisa Mateo of “Bloomberg This Weekend” play Pointed! Wager your points, leverage your bets and answer wisely. A new quiz is available to play each week on Bloomberg.com (Source: Bloomberg)
David Gura, Christina Ruffini, and Lisa Mateo of “Bloomberg This Weekend” play Pointed! Wager your points, leverage your bets and answer wisely. A new quiz is available to play each week on Bloomberg.com (Source: Bloomberg)
GummyBone/iStock Editorial via Getty Images Q3 2026 Earnings Takeaway For Q3 2026 , NetApp, Inc.( NTAP ) reported a revenue and EPS of $1.71 billion and $2.12, respectively, which beat the analyst consensus of $1.69 billion and $2.07, respectively. NetApp Q3 2026 Summary (NetApp Investor Presentation) Turning over to key segmental quarterly results, Hybrid Cloud, which represents NetApp's storage ...
GummyBone/iStock Editorial via Getty Images Q3 2026 Earnings Takeaway For Q3 2026 , NetApp, Inc.( NTAP ) reported a revenue and EPS of $1.71 billion and $2.12, respectively, which beat the analyst consensus of $1.69 billion and $2.07, respectively. NetApp Q3 2026 Summary (NetApp Investor Presentation) Turning over to key segmental quarterly results, Hybrid Cloud, which represents NetApp's storage products, support and services, delivered a revenue of $1.54 billion, up 5% YoY, while Public Cloud's revenue was $174 million, flat YoY. However, excluding the divested Spot revenue, NetApp Public Cloud's revenue grew by 17% YoY. Q3 2026 Revenue (NetApp Investor Presentation) NetApp's consolidated gross margin was 71.2%, up 50 basis points(0.50%) YoY, driven by Public Cloud and Support services' outstanding gross margins of 85.1% and 92.5%, respectively. The attractiveness of these two divisions is their stickiness and criticality among enterprise customers. First, in Public Cloud, this segment is a beneficiary of the enterprise's continued preference for both on-premises and cloud storage solutions or 'hybrid.' A hybrid storage implementation enables an enterprise to meet its required performance, data confidentiality and regulatory compliance requirements. NetApp's Public Cloud provides a seamless bridge between their bread and butter enterprise on-premise storage and the cloud, enabling them to keep habituating customers to their software platform. Switching cost is also at play here. Rather than finding other solutions providers to provide the bridge, enterprise IT Decision Makers(ITDM) often choose to stay with NetApp to avoid the costly learning curve, potential failure of an uncertain new provider, and switching costs, given NetApp's economies of scale. Additionally, NetApp's public cloud enables it to participate in the growth of Cloud Computing TAM, which, according to Gartner, will grow at a CAGR of 20% until 2028. While I'm always skeptical of the 'projections' ...
primeimages/iStock via Getty Images Global markets are at the precipice. Nerves are increasingly frayed, yet complacency remains well entrenched. This is not uncharted territory. De-risking/deleveraging approaches critical momentum, before some policy response swiftly turns things around. The “Fed put,” the “TACO put,” the global policymaker “put”… When speculative deleveraging momentum gathered p...
primeimages/iStock via Getty Images Global markets are at the precipice. Nerves are increasingly frayed, yet complacency remains well entrenched. This is not uncharted territory. De-risking/deleveraging approaches critical momentum, before some policy response swiftly turns things around. The “Fed put,” the “TACO put,” the global policymaker “put”… When speculative deleveraging momentum gathered pace in the summer of 2019, the Federal Reserve restarted QE. When autumn 2022 UK gilt deleveraging sparked global bond deleveraging, the Bank of England postponed QT and intervened with aggressive gilt purchases (QE) and a temporary liquidity facility. As the March 2023 SVB/bank crisis spurred fear and deleveraging, the Federal Reserve and Federal Home Loan Banks responded urgently with $500 billion of liquidity injections. During the August 2024 yen “carry trade” unwind (Nikkei plunged 12.4% on August 5th), the forces of de-risking/deleveraging were abruptly reversed by BOJ Governor Shinichi Uchida’s reassuring comments (BOJ won’t raise rates when markets are unstable). And when markets were at the cusp of unraveling during the “liberation day” April 2025 instability, the “TACO put” (tariff pause) unleashed a major short squeeze, unwind of hedges, liquidity surge, and blow-off excess for the ages (i.e., AI arms race, “private credit” lending finale, crypto blowoff, and caution thrown to the wind across global asset markets). The current backdrop is unique. The IRGC currently retains the capacity to essentially shut the Strait of Hormuz. Iranian missiles and drones could potentially destroy major Middle East oil production and refining capacity. After three weeks, it’s anything but clear when bombings and assassinations will neutralize the IRGC ability to hold the world’s markets and economy hostage. Risks to global markets, finance, and economies are the most extreme in decades. With inflation risk pummeling global bond markets, now typical central bank QE responses would ...
Costco Wholesale (COST 0.29%) continues to prove to investors that it's worthy of their hard-earned savings. Share prices are already up 13% in 2026 (as of March 19). At the same time, the S&P 500 has lost 3.5% of its value. This continues an impressive run for the warehouse-club retailer. If you'd invested $1,000 in this leading retail stock 10 years ago, here's how much you'd have today. Costco ...
Costco Wholesale (COST 0.29%) continues to prove to investors that it's worthy of their hard-earned savings. Share prices are already up 13% in 2026 (as of March 19). At the same time, the S&P 500 has lost 3.5% of its value. This continues an impressive run for the warehouse-club retailer. If you'd invested $1,000 in this leading retail stock 10 years ago, here's how much you'd have today. Costco has been a magnificent portfolio holding. Over the past decade, shares generated a total return of 659%. This phenomenal gain would've turned a $1,000 initial investment 10 years ago into $7,590 right now. Given the market's love affair with technology and artificial intelligence (AI) stocks, the fact that a boring retailer can be such a winning investment is a breath of fresh air. The company reported solid financial gains. Net sales and net income were up 137% and 241%, respectively, between fiscal 2015 and fiscal 2025 (ended Aug. 31, 2025). Costco is an elite business when it comes to stability and predictability. It's a safe holding due to its steady fundamentals in all economic scenarios. Expand NASDAQ : COST Costco Wholesale Today's Change ( -0.29 %) $ -2.79 Current Price $ 971.99 Key Data Points Market Cap $431B Day's Range $ 970.55 - $ 980.75 52wk Range $ 844.06 - $ 1067.08 Volume 72K Avg Vol 2.2M Gross Margin 12.93 % Dividend Yield 0.53 % The market certainly appreciates this. Costco stock's current price-to-earnings ratio of 50.7 is 73% more expensive than it was exactly 10 years ago. It's also well about the 10-year average P/E of 39. While the stock has done well, it's also trading at a premium that isn't favorable for new investors unless they are planning to hold the stock for the long term. A lot of growth is already priced into this stock.
Key Points Costco's dependable revenue and profit gains have significantly lifted the stock since March 2016. Drastically improving market sentiment has been an important tailwind for investors over the years. 10 stocks we like better than Costco Wholesale › Costco Wholesale (NASDAQ: COST) continues to prove to investors that it's worthy of their hard-earned savings. Share prices are already up 13...
Key Points Costco's dependable revenue and profit gains have significantly lifted the stock since March 2016. Drastically improving market sentiment has been an important tailwind for investors over the years. 10 stocks we like better than Costco Wholesale › Costco Wholesale (NASDAQ: COST) continues to prove to investors that it's worthy of their hard-earned savings. Share prices are already up 13% in 2026 (as of March 19). At the same time, the S&P 500 has lost 3.5% of its value. This continues an impressive run for the warehouse-club retailer. If you'd invested $1,000 in this leading retail stock 10 years ago, here's how much you'd have today. 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 » Costco has been a magnificent portfolio holding. Over the past decade, shares generated a total return of 659%. This phenomenal gain would've turned a $1,000 initial investment 10 years ago into $7,590 right now. Given the market's love affair with technology and artificial intelligence (AI) stocks, the fact that a boring retailer can be such a winning investment is a breath of fresh air. The company reported solid financial gains. Net sales and net income were up 137% and 241%, respectively, between fiscal 2015 and fiscal 2025 (ended Aug. 31, 2025). Costco is an elite business when it comes to stability and predictability. It's a safe holding due to its steady fundamentals in all economic scenarios. The market certainly appreciates this. Costco stock's current price-to-earnings ratio of 50.7 is 73% more expensive than it was exactly 10 years ago. It's also well about the 10-year average P/E of 39. While the stock has done well, it's also trading at a premium that isn't favorable for new investors unless they are planning to hold the stock for the long term. A lot of growth is already priced into this stock. ...
After more than a quarter century tracking the seemingly endless growth of the wine industry, Rob McMillan was finally vindicated last year as California’s vigneron of doom. McMillan is the author of Silicon Valley Bank’s annual state of the US wine industry report, and the 2025 edition was a doozy. Since 2018, the bank has warned the industry that a correction in demand would shake the wine world...
After more than a quarter century tracking the seemingly endless growth of the wine industry, Rob McMillan was finally vindicated last year as California’s vigneron of doom. McMillan is the author of Silicon Valley Bank’s annual state of the US wine industry report, and the 2025 edition was a doozy. Since 2018, the bank has warned the industry that a correction in demand would shake the wine world. That reality is now here, with 2025 revenue down, the volume of wine produced dropping and a “bumpy bottom” in demand forecast in 2027 and 2028. “I was very direct when the industry was going fine, but nobody ever likes it when you say things are disastrous,” McMillan said. “Now, everybody understands what I’m talking about.” A ‘sunsetting’ customer base In the 1990s, McMillan said, options among beer and spirits “really sucked” and an entire generation of baby boomers gravitated towards wine. The industry responded, particularly on the premium side of things where wines start in the $20-$40 range, and areas like Napa Valley and Sonoma county rose to the occasion. “My generation really enjoyed learning about wine,” he said, noting the major addendum that many boomers lived through some “particularly generous times from an economic standpoint”, which helped the surge in the premium wine category. “We would go and geek out about how many days of sunlight the vines would get, what the sugar was like at harvest.” Now, millions of those baby boomers, long a mainstay of the cellar door, are “sunsetting” each year – industry parlance for drinking their last glass. His report paints a dire future for wineries that expect the bygone era of exponential growth to return. Instead, the document says wineries that adapt will be well placed to survive, and thrive, albeit in a more stable way. “There is a growing divide characterized by the separation between wineries that adapt and those that remain tethered to the previous era of strong growth,” the report reads. “2026 will mark the po...
Burnley are unchanged from their 0-0 draw (oh dear) with Bournemouth last time out. Armando Broja, formerly of Fulham, has to make do with a place on the bench. Fulham are 12th but only four points behind Brentford in 7th and a European place. Oh, the memories of Bobby Zamora and Zoltan Gera putting Juventus to the sword. Marco Silva has made one change to last weekend’s team that drew 0-0 (uh oh)...
Burnley are unchanged from their 0-0 draw (oh dear) with Bournemouth last time out. Armando Broja, formerly of Fulham, has to make do with a place on the bench. Fulham are 12th but only four points behind Brentford in 7th and a European place. Oh, the memories of Bobby Zamora and Zoltan Gera putting Juventus to the sword. Marco Silva has made one change to last weekend’s team that drew 0-0 (uh oh) with Forest – Rodrigo Muniz in for Raúl Jiménez up top. Yes, this is the only Premier League offering this afternoon but it’s an extremely important one for Burnley. They need points and they need them now – nine separate them and Nottingham Forest in 17th with only seven games to go after today. There is only one 3pm kick-off in the Premier League (angrily shakes fist) but fear not because there is a raft of games up and down Britain that will shape seasons. The business end of 2025-26 is almost upon us and plenty of teams in the EFL and Scotland are jostling for position for the final straight. In the Premier League, Scott Parker takes his Burnley side to Craven Cottage as they look to close the still sizeable gap to survival. Fulham are still in the hunt for a European place. In Scotland, Premiership leaders Hearts aim to bounce back from defeat to Kilmarnock last weekend as they host Dundee. Their fellow title contenders don’t play until later (Rangers) or tomorrow (Celtic). In the Championship, playoff hopefuls Southampton and Wrexham are in action while Leicester and West Brom are among those looking to boost their survival chances. In League One, leaders Lincoln are at home to Rotherham and could take a giant leap towards automatic promotion with a win. Meanwhile there’s a pivotal game in the relegation battle as Gary Caldwell and Wigan host his old side Exeter. In League Two, Bromley are aiming to reach the third tier for the first time in their history. The league leaders host Barrow looking to respond to some early results involving the chasing pack. And it’s wor...
A partial US government shutdown has lead to long lines for travelers and missed paychecks for thousands of government workers. Bloomberg News' Senior Editor Wendy Benjaminson and Managing Editor of Space & Aviation Benedikt Kammel join David Gura and Christina Ruffini this morning on Bloomberg This Weekend to break it down. Watch the show LIVE every Saturday and Sunday morning. (Source: Bloomberg...
A partial US government shutdown has lead to long lines for travelers and missed paychecks for thousands of government workers. Bloomberg News' Senior Editor Wendy Benjaminson and Managing Editor of Space & Aviation Benedikt Kammel join David Gura and Christina Ruffini this morning on Bloomberg This Weekend to break it down. Watch the show LIVE every Saturday and Sunday morning. (Source: Bloomberg)
If you have been watching Taiwan Semiconductor Manufacturing and wondering whether the current share price still makes sense, this breakdown is designed to help you focus on what the numbers are actually saying about value. The stock recently closed at US$329.24, with returns of 3.0% year to date, 88.1% over 1 year, 267.3% over 3 years and 201.4% over 5 years. However, the share price has seen a 2...
If you have been watching Taiwan Semiconductor Manufacturing and wondering whether the current share price still makes sense, this breakdown is designed to help you focus on what the numbers are actually saying about value. The stock recently closed at US$329.24, with returns of 3.0% year to date, 88.1% over 1 year, 267.3% over 3 years and 201.4% over 5 years. However, the share price has seen a 2.7% decline over the last 7 days and a 9.1% decline over the last 30 days. Recent attention on Taiwan Semiconductor Manufacturing has centered on its role as a key semiconductor manufacturer. Investors are closely watching how demand for chips for data centers, consumer electronics and industrial uses shapes sentiment. Commentary around the stock has also focused on supply chain capacity, capital spending plans and broader interest in semiconductor names as part of long term technology trends. Simply Wall St currently gives Taiwan Semiconductor Manufacturing a value score of . The rest of this article will walk through what that means using approaches like DCF and multiples, before finishing with a way to think about valuation that goes beyond any single model. Advertisement Approach 1: Taiwan Semiconductor Manufacturing Discounted Cash Flow (DCF) Analysis The DCF model estimates what a business could be worth by projecting its future cash flows and then discounting those cash flows back to today. It aims to translate future cash generation into a single present value per share. For Taiwan Semiconductor Manufacturing, the model used is a 2 Stage Free Cash Flow to Equity approach. The latest twelve month free cash flow is NT$898.9b. Analysts have provided forecasts for several years, and these are extended further by Simply Wall St, with projected free cash flow of NT$5,073.8b in 2035. The ten year path includes discounted projections such as NT$1,243.8b in 2026 and NT$1,850.0b in 2029, all expressed in NT$ to match the company’s reporting currency. When all these projected ...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Planet Labs PBC (NYSE:PL) reports record quarterly and annual revenue alongside breakeven adjusted EPS. The company highlights a significantly larger contracted backlog, including sizeable new government agreements. Planet introduces next generation AI powered satellite capabilities built on...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Planet Labs PBC (NYSE:PL) reports record quarterly and annual revenue alongside breakeven adjusted EPS. The company highlights a significantly larger contracted backlog, including sizeable new government agreements. Planet introduces next generation AI powered satellite capabilities built on an expanded partnership with NVIDIA. New offerings include real time GPU based imagery processing, generative AI super resolution, and semantic global search tools. Planet Labs operates a large Earth imaging satellite fleet that supplies data for commercial and government customers across agriculture, mapping, climate monitoring, and defense. The latest results combine business execution, reflected in record revenue and breakeven adjusted EPS, with a growing backlog that includes material government contracts. For investors tracking NYSE:PL, this combination provides a clearer view of how its data subscription model and customer base are evolving. At the same time, the expanded NVIDIA collaboration indicates where Planet is focusing its product stack, moving toward faster delivery and higher value analytics on top of raw imagery. Features such as real time GPU processing, generative AI super resolution, and semantic global search may influence how customers use satellite intelligence for mission critical decisions and may shape the company’s role in commercial and defense markets over the coming years. Stay updated on the most important news stories for Planet Labs PBC by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Planet Labs PBC. NYSE:PL Earnings & Revenue Growth as at Mar 2026 1 thing going right for Planet Labs PBC that this headline doesn't cover. Quick Assessment ⚖️ Price vs Analyst Target : At US$33.83, the share price is about 9% above the US$30.93 analyst target, which sits inside the one standard ...
The S&P 500 ( SP500 ) closed in the red on Friday, after the week saw heightened uncertainty due to the conflict in the Middle East. The Russell 2000 Index ( RTY ) , a widely followed benchmark for U.S. small-cap companies, entered correction territory on Friday, while Nasdaq ( COMP:IND ) and Dow ( DJI ) fell 1.3% and 1.9%, respectively, for the week. Wall Street had a slew of upgrades and downgra...
The S&P 500 ( SP500 ) closed in the red on Friday, after the week saw heightened uncertainty due to the conflict in the Middle East. The Russell 2000 Index ( RTY ) , a widely followed benchmark for U.S. small-cap companies, entered correction territory on Friday, while Nasdaq ( COMP:IND ) and Dow ( DJI ) fell 1.3% and 1.9%, respectively, for the week. Wall Street had a slew of upgrades and downgrades from analysts. Here are some of the major calls for the week: ServiceNow upgraded to Outperform at BNP Paribas ServiceNow ( NOW ) was upgraded to Outperform at BNP Paribas as the brokerage said the recent sell-off in shares “presents an opportunity.” “The risk/reward on ServiceNow shares has shifted favorably following the 2025 sell-off, which has intensified this year (-23% YTD),” BNP analyst Stefan Slowinski wrote and raised his price target on ServiceNow to $140 from $120. “We believe software businesses need to demonstrate core business stabilization, credible AI monetization growth, and quality margins (with SBC under control). We see these qualities in ServiceNow,” he added. Qualcomm downgraded on shrinking market, memory crunch Qualcomm ( QCOM ) was in focus as brokerage Seaport Research Partners downgraded it to Sell, citing a shrinking market and the impact of rising memory costs. “This should be a difficult year for Qualcomm,” analyst Jay Goldberg wrote and put a $100 PT on the stock. “To begin with, we expect mobile phone volumes to drop 10%-15% on the back of increased memory prices. And while Qualcomm's customers are losing share in their end markets, we think the risk to Qualcomm losing addressable market to internal silicon is growing more acute, with no obvious remedy in sight,” Goldberg said. Goldberg said he believes that with the rise in memory costs, smartphones are likely either going to be pricier or specs will have to be dropped (possibly in China, with handset makers likely to focus more on low-tier handsets) and come with less memory. As such, h...
Defense stocks are making headlines amid a surge in global military activity and national security spending. The market is gearing up for a multiyear rearmament cycle, and defense companies' backlogs are growing substantially. Two under-the-radar defense stocks that are poised for growth are Kratos (KTOS 8.79%) and Rocket Lab (RKLB 6.44%). While many investors focus on the big-name prime contracto...
Defense stocks are making headlines amid a surge in global military activity and national security spending. The market is gearing up for a multiyear rearmament cycle, and defense companies' backlogs are growing substantially. Two under-the-radar defense stocks that are poised for growth are Kratos (KTOS 8.79%) and Rocket Lab (RKLB 6.44%). While many investors focus on the big-name prime contractors, mid-tier companies are shaking up high-growth niches in the defense industry. If you're looking to grow your portfolio, now may be the time to consider Kratos and Rocket Lab. But which one is the better buy today? Let's dive into the details and find out. Kratos is disrupting the defense industry with affordable technology Kratos is a dedicated defense contractor with most of its business focused on national security. Last year, roughly 68% of its total revenue came from the U.S. government, including foreign military sales. The company primarily focuses on unmanned aerial systems, satellite ground stations, microwave electronics, and missile defense. What makes Kratos appealing is that it is a disruptive mid-tier contractor that builds high-tech hardware at a lower cost than prime contractors such as Lockheed Martin or RTX. Kratos says that "affordability is a technology" and aims to be the first to market with cost-effective solutions. Kratos doesn't compete directly with prime contractors; it works as a close partner with companies like Northrop Grumman and GE Aerospace to integrate its hardware into broader systems. Expand NASDAQ : KTOS Kratos Defense & Security Solutions Today's Change ( -8.79 %) $ -8.16 Current Price $ 84.62 Key Data Points Market Cap $16B Day's Range $ 83.10 - $ 92.00 52wk Range $ 25.78 - $ 134.00 Volume 6.9M Avg Vol 4.1M Gross Margin 22.14 % Last year, Kratos was awarded a $1.45 billion contract for the MACH-TB 2.0 program, which aims to be a testing sandbox for the Pentagon's hypersonic technologies. This contract is the largest in the company'...
Key Points Kratos and Rocket Lab are two emerging defense companies that focus on high-growth niches. Kratos specializes in affordable military technology, with a focus on unmanned systems and missile defense. Rocket Lab has evolved from a commercial launch company into a defense contractor, and last year won a major contract for missile-warning satellites. 10 stocks we like better than Kratos Def...
Key Points Kratos and Rocket Lab are two emerging defense companies that focus on high-growth niches. Kratos specializes in affordable military technology, with a focus on unmanned systems and missile defense. Rocket Lab has evolved from a commercial launch company into a defense contractor, and last year won a major contract for missile-warning satellites. 10 stocks we like better than Kratos Defense & Security Solutions › Defense stocks are making headlines amid a surge in global military activity and national security spending. The market is gearing up for a multiyear rearmament cycle, and defense companies' backlogs are growing substantially. Two under-the-radar defense stocks that are poised for growth are Kratos (NASDAQ: KTOS) and Rocket Lab (NASDAQ: RKLB). While many investors focus on the big-name prime contractors, mid-tier companies are shaking up high-growth niches in the defense industry. 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 » If you're looking to grow your portfolio, now may be the time to consider Kratos and Rocket Lab. But which one is the better buy today? Let's dive into the details and find out. Kratos is disrupting the defense industry with affordable technology Kratos is a dedicated defense contractor with most of its business focused on national security. Last year, roughly 68% of its total revenue came from the U.S. government, including foreign military sales. The company primarily focuses on unmanned aerial systems, satellite ground stations, microwave electronics, and missile defense. What makes Kratos appealing is that it is a disruptive mid-tier contractor that builds high-tech hardware at a lower cost than prime contractors such as Lockheed Martin or RTX. Kratos says that "affordability is a technology" and aims to be the first to market with cost-effective sol...
Since ChatGPT’s debut, AI has been framed as everything from a world-changing breakthrough to an existential threat. Companies are pouring hundreds of billions into the space as commentators debate potentially utopian and dystopian futures. But researchers like Princeton’s Arvind Narayanan argue the reality may be more incremental – a powerful technology that will reshape work and productivity ove...
Since ChatGPT’s debut, AI has been framed as everything from a world-changing breakthrough to an existential threat. Companies are pouring hundreds of billions into the space as commentators debate potentially utopian and dystopian futures. But researchers like Princeton’s Arvind Narayanan argue the reality may be more incremental – a powerful technology that will reshape work and productivity over time, without overturning the basic limits of economics, labor, or human decision-making. (Source: Bloomberg)
One morning last year, Jacobus Louw set out on his daily neighborhood walk to feed the seagulls he finds along the way. Except this time, he recorded several videos of his feet and the view as he walked on the pavement. The video earned him $14, about 10 times the country’s minimum wage, or for Louw, a 27-year-old based in Cape Town, South Africa, half a week’s worth of groceries. The Guardian’s j...
One morning last year, Jacobus Louw set out on his daily neighborhood walk to feed the seagulls he finds along the way. Except this time, he recorded several videos of his feet and the view as he walked on the pavement. The video earned him $14, about 10 times the country’s minimum wage, or for Louw, a 27-year-old based in Cape Town, South Africa, half a week’s worth of groceries. The Guardian’s journalism is independent. We will earn a commission if you buy something through an affiliate link. Learn more. The video was for an “Urban Navigation” task Louw found on Kled AI, an app that pays contributors for uploading their data, such as videos and photos, to train artificial intelligence models. In a couple of weeks, Louw made $50 by uploading pictures and videos of his everyday life. Thousands of miles away in Ranchi, India, Sahil Tigga, a 22-year-old student, regularly earns money by letting Silencio, which crowdsources audio data for AI training, access his phone’s microphone to capture ambient city noise, such as inside a restaurant or traffic at a busy junction. He also uploads recordings of his voice. Sahil travels to capture unique settings, like hotel lobbies not yet documented on Silencio’s map. He earns over $100 a month doing this, enough to cover all his food expenses. And in Chicago, Ramelio Hill, an 18-year-old welding apprentice, made a couple hundred dollars by selling his private phone chats with friends and family to Neon Mobile, a conversational AI training platform that pays $0.50 per minute. For Hill, the calculation was simple: he figured tech companies already capture so much of his private data, so he might as well get a cut of the profit. These gig AI trainers – who upload everything from scenes around them to photos, videos and audio of themselves – are at the frontlines of a new global data gold rush. As Silicon Valley’s hunger for high-quality, human-grade data outpaces what can be scraped from the open internet, a thriving industry of dat...