Micron (NASDAQ:MU) is the memory stock dominating every AI headline this quarter, with traders glued to high-bandwidth memory pricing and the next supply-cycle data point. But here is what you should actually be watching. Memory has always been a commodity-cyclical business. The pricing leverage powering Micron’s current run can reverse on a single Samsung or ... Forget Micron. Every Dollar of AI ...
Micron (NASDAQ:MU) is the memory stock dominating every AI headline this quarter, with traders glued to high-bandwidth memory pricing and the next supply-cycle data point. But here is what you should actually be watching. Memory has always been a commodity-cyclical business. The pricing leverage powering Micron’s current run can reverse on a single Samsung or ... Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First
leolintang/iStock via Getty Images Payward, the parent company of the cryptocurrency exchange Kraken, is cutting 150 jobs, two people with knowledge of the matter told CoinDesk. Kraken was said to have paused IPO plans on the back of market conditions in March after Payward confidentially filed a draft registration statement with the U.S. Securities and Exchange Commission in November last year. T...
leolintang/iStock via Getty Images Payward, the parent company of the cryptocurrency exchange Kraken, is cutting 150 jobs, two people with knowledge of the matter told CoinDesk. Kraken was said to have paused IPO plans on the back of market conditions in March after Payward confidentially filed a draft registration statement with the U.S. Securities and Exchange Commission in November last year. The layoffs are part of an optimization process ahead of the planned IPO, one of the people who spoke on condition of anonymity because the matter is private reportedly said. Additionally, Payward is raising capital in a $20B valuation ahead of the planned IPO, according to the people. The news comes as the company looks for acquisition targets. Earlier this month, Payward said it has agreed to acquire Reap Technologies Holdings, a stablecoin-native, card-issuing, and payments infrastructure company, for $600M. More on Kraken Co Ltd Kraken parent to acquire Reap for $600M to expand B2B payments structure Kraken parent to acquire U.S. derivatives exchange for $550M - report Financial information for Kraken Co Ltd
According to a recent SEC filing dated May 14, 2026, Lane Generational LLC reported a new position in Evolv Technologies Holdings (NASDAQ:EVLV) , acquiring 790,846 shares in the first quarter of 2026. The estimated transaction value is $4.63 million, based on the average close price from January through March 2026. The quarter-end position value was $4.78 million, reflecting the new holdings. Evol...
According to a recent SEC filing dated May 14, 2026, Lane Generational LLC reported a new position in Evolv Technologies Holdings (NASDAQ:EVLV) , acquiring 790,846 shares in the first quarter of 2026. The estimated transaction value is $4.63 million, based on the average close price from January through March 2026. The quarter-end position value was $4.78 million, reflecting the new holdings. Evolv Technologies Holdings, Inc. develops scalable platforms designed to improve safety and operational efficiency for large venues and public facilities. The company aims to enhance security and streamline visitor throughput with its AI-powered solutions. Continue reading
Bevan Goldswain/E+ via Getty Images Boston Scientific ( BSX ) has been getting crushed YTD, down over 43%, and the stock is in the process of wiping out years of steady gains for shareholders. After a weak 2026 outlook in February and now guidance after Q1 being cut, the investor focus is now shifting towards whether or not the company can draw a line in the sand and put a floor in estimates. I be...
Bevan Goldswain/E+ via Getty Images Boston Scientific ( BSX ) has been getting crushed YTD, down over 43%, and the stock is in the process of wiping out years of steady gains for shareholders. After a weak 2026 outlook in February and now guidance after Q1 being cut, the investor focus is now shifting towards whether or not the company can draw a line in the sand and put a floor in estimates. I believe that after this guidance cut, the company has given themselves enough breathing room to warrant a reaffirmation of the full-year guide at Q2 earnings in a couple of months. This should bode well for the stock, and I begin coverage today with a Buy rating. Business Profile Boston Scientific is a medical device manufacturer primarily in the cardiovascular and medical surgery verticals. By geography , the company has 64.1% of its revenue in the United States, 17.2% in EMEA, 15.3% in APAC, and 3.4% in Latin America and Other. By end market, the company is 67% cardiovascular and 33% medical surgery. Within medical surgery, the company has Endoscopy at $736 million, Urology at $646 million and Neuromodulation at $318 million. It's important to understand these end markets in more detail. The endoscopy business develops minimally invasive tools doctors use inside the digestive tract (stomach, intestines, bile ducts) to diagnose problems, remove tissue, place stents, and perform GI surgeries. Urology focuses on making devices to treat urinary and reproductive system issues like kidney stones and prostate cancer. Neuromodulation focuses on making implantable or energy-based devices that alter nerve signals to treat chronic pain, movement disorders like Parkinson's or spine-related nerve pain. The largest segment cardiovascular focuses on devices to treat heart and blood vessel diseases, including irregular heart rhythms and blocked arteries, among several other use cases. Boston Scientific maintains a robust pipeline for new product launches, best displayed below. Investor Pre...
Corn price action is down 4 to 5 cents so far on Friday morning. Futures were down 9 to 15 cents in the front months on Thursday, falling with the rest of the grain complex as very few details were announced out of the Trump/Xi meeting. Preliminary open interest was...
Corn price action is down 4 to 5 cents so far on Friday morning. Futures were down 9 to 15 cents in the front months on Thursday, falling with the rest of the grain complex as very few details were announced out of the Trump/Xi meeting. Preliminary open interest was...
Soybeans are showing 11 to 13 cents lower trade so far on Friday after collapsing on Thursday. Futures posted 20 to 40 ¾ cent losses across most contracts on Thursday. The cmdtyView national average Cash Bean price was down 36 cents at $11.28. Soymeal futures were back down $3.90 to...
Soybeans are showing 11 to 13 cents lower trade so far on Friday after collapsing on Thursday. Futures posted 20 to 40 ¾ cent losses across most contracts on Thursday. The cmdtyView national average Cash Bean price was down 36 cents at $11.28. Soymeal futures were back down $3.90 to...
Wheat is trading with losses across the three exchanges early on Friday. The wheat complex was under pressure with the rest of the grains on Thursday, as the Trump/Xi meeting yielded very few headlines for any potential ag purchases. Chicago SRW futures were down 11 3/4 to 18 cents in...
Wheat is trading with losses across the three exchanges early on Friday. The wheat complex was under pressure with the rest of the grains on Thursday, as the Trump/Xi meeting yielded very few headlines for any potential ag purchases. Chicago SRW futures were down 11 3/4 to 18 cents in...
Cotton prices are down 205 to 275 points early on Friday. Futures saw weakness on Thursday with contracts down 175 to 287 points in the front months. The US dollar index was $0.352 higher at $98.775. Crude oil was up $1 at $102.02. Few details announced following the meeting with...
Cotton prices are down 205 to 275 points early on Friday. Futures saw weakness on Thursday with contracts down 175 to 287 points in the front months. The US dollar index was $0.352 higher at $98.775. Crude oil was up $1 at $102.02. Few details announced following the meeting with...
Shares of Qualcomm (QCOM) are pulling back this week after a massive post-earnings rally. The semiconductor rally slowed this week, with Qualcomm shares plunging more than 11% on May 12 and another 6% on May 14 amid broader risk-off sentiment sweeping through semiconductor stocks. This week’s ...
Shares of Qualcomm (QCOM) are pulling back this week after a massive post-earnings rally. The semiconductor rally slowed this week, with Qualcomm shares plunging more than 11% on May 12 and another 6% on May 14 amid broader risk-off sentiment sweeping through semiconductor stocks. This week’s ...
A selloff in risker assets like stocks swept up cryptocurrencies as concerns over inflation and high oil prices rattle jittery investors. Bitcoin , the largest digital token, fell as much as 3.4% on Friday to around $78,600, its lowest in two weeks. It’s on pace for its first down week since the end of March. Other coins were also hit, with Ether losing nearly 4% at one point to drop to $2,200. Th...
A selloff in risker assets like stocks swept up cryptocurrencies as concerns over inflation and high oil prices rattle jittery investors. Bitcoin , the largest digital token, fell as much as 3.4% on Friday to around $78,600, its lowest in two weeks. It’s on pace for its first down week since the end of March. Other coins were also hit, with Ether losing nearly 4% at one point to drop to $2,200. The crypto declines came in tandem with drops in stock and bond markets. Nervous traders are contending with the possibility that central banks will be forced to tighten policy to keep inflation in check as the US’s conflict with Iran continues to drag on. The effective closure of the Strait of Hormuz, through which about a fifth of the world’s oil used to travel through, has weighed on sentiment and sent oil prices higher. “Global bonds are selling off, pushing interest rates higher and fueling risk-off action in speculative instruments like cryptocurrencies,” said Michael O’Rourke , chief market strategist at Jonestrading. While crypto proponents have frequently argued that digital tokens could be useful as a safe haven during periods of turmoil, this year’s 11% drop in Bitcoin has undermined that thesis. The drawdown this week comes even as cryptoassets have been buoyed by a slew of positive news, including the advancement by the Senate Banking Committee of a landmark US digital-asset market-structure bill that could provide much-needed regulatory clarity. Read more: Bitcoin Tops $80,000 as Crypto Market Regulation Bill Advances Even before Friday’s selloff, Bitcoin had stalled around $80,000 in recent weeks as retail investors stayed on the sidelines, having seen the token fall from above $126,000 in early October. Some of the action has shifted to some prediction markets, where trading has boomed.
jetcityimage/iStock Editorial via Getty Images Thesis I rated Dollar General ( DG ) as a buy back in late July 2025. The stock started to soar not too long after, rising from ~$107 to over $150. The rally proved sustained for a time, but starting in March, the stock began to slip and is now trading just about $100. $150 was DG is a big ask, but at $100, the stock is looking like a buy again. This ...
jetcityimage/iStock Editorial via Getty Images Thesis I rated Dollar General ( DG ) as a buy back in late July 2025. The stock started to soar not too long after, rising from ~$107 to over $150. The rally proved sustained for a time, but starting in March, the stock began to slip and is now trading just about $100. $150 was DG is a big ask, but at $100, the stock is looking like a buy again. This is backed up by data and valuation metrics, as outlined below The Tricky Economic Environment Plays to DG’s Strengths Dollar General has traditionally catered to lower-income shoppers, who are struggling quite a bit right now. I doubt the pressures on low-income consumers will ease up any time soon. At the same time, however, since Dollar General is already focused on value, customers will struggle to trade down. Aldi’s, Walmart, and a few other companies can likewise compete in the value segment, but I doubt any will massively undercut DG. As such, I believe the concern over pressure on lower-income consumers is overdone. What’s more, I wouldn’t be surprised if we see wealthier customers trading down as they come under financial pressure. We may see some shoppers skipping a run to Publix in favor of DG, for example. Walmart ( WMT ) has actually secured most of its growth from wealthier customers. I don’t know if DG will have as strong of a pull with wealthier customers, but if they can convince even a small number of defectors, it could make a big difference. Despite the considerable headwinds, during the last earnings call back in March, same-store sales were up 4.3%. At time when consumers are under strain, this is pretty solid growth even if it failed to wow investors. The next earnings report will land on June 2, and while I wouldn’t be surprised if the report failed to wow investors again, I don’t think we’ll see heavy deterioration. I do think DG will perform in line with if not ahead of many peers in the retail sector. Could High Gas Prices Be A Tailwind For DG? I w...
Lance Roberts of RIA Advisors warned on the Thoughtful Money podcast that the S&P 500 has stretched so far above its key moving averages that a mean-reversion move could be a higher-probability scenario heading into the summer. “The big risk here is right now… we’ve got this massive deviation that’s going on kind of in ... Prediction. The S&P 500 Is So Far Above Its Moving Averages That a 10% Corr...
Lance Roberts of RIA Advisors warned on the Thoughtful Money podcast that the S&P 500 has stretched so far above its key moving averages that a mean-reversion move could be a higher-probability scenario heading into the summer. “The big risk here is right now… we’ve got this massive deviation that’s going on kind of in ... Prediction. The S&P 500 Is So Far Above Its Moving Averages That a 10% Correction This Summer Is Not Out of the Question
Investors in US Foods Holding Corp (Symbol: USFD) saw new options begin trading today, for the August 21st expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 98 days until expiration the newly trading co
Investors in US Foods Holding Corp (Symbol: USFD) saw new options begin trading today, for the August 21st expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 98 days until expiration the newly trading co
Investors in Abbott Laboratories (Symbol: ABT) saw new options become available today, for the October 16th expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 154 days until expiration the newly available con
Investors in Abbott Laboratories (Symbol: ABT) saw new options become available today, for the October 16th expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 154 days until expiration the newly available con
Investors in Ford Motor Co. (Symbol: F) saw new options begin trading today, for the December 2028 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 945 days until expiration the newly trading contracts
Investors in Ford Motor Co. (Symbol: F) saw new options begin trading today, for the December 2028 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 945 days until expiration the newly trading contracts
Michail_Petrov-96/iStock via Getty Images Fund performance The equity portion of the Fund fell (gross of fees) and underperformed its benchmark over the quarter. ¹ uniQure ( QURE ) detracted as regulatory uncertainty resurfaced around its Huntington's disease gene therapy program as the Food and Drug Administration raised questions regarding trial design and comparability. Inspire Medical Systems ...
Michail_Petrov-96/iStock via Getty Images Fund performance The equity portion of the Fund fell (gross of fees) and underperformed its benchmark over the quarter. ¹ uniQure ( QURE ) detracted as regulatory uncertainty resurfaced around its Huntington's disease gene therapy program as the Food and Drug Administration raised questions regarding trial design and comparability. Inspire Medical Systems ( INSP ) also weighed on performance as concerns emerged around procedure growth. Expectations became elevated after a period of strong performance, but as growth assumptions moderated, the stock experienced multiple compression. EyePoint ( EYPT ) was negative as investors discounted the binary risk associated with upcoming 'phase 3' data in retinal disease. Competition within retinal therapeutics remains intense, contributing to uncertainty around ultimate differentiation. Conversely, Veradermics ( MANE ) contributed as investor confidence increased around its extended-release oral minoxidil program for androgenetic alopecia, a form of hair loss. If successful, this could materially expand the addressable market. Tectonic Therapeutic ( TECX ) performed strongly as investors placed greater value on its G-protein coupled receptors-targeting biologics platform, which aims to unlock a historically difficult but highly validated class of drug targets. Vaxcyte ( PCVX ) was also beneficial as its next-generation pneumococcal vaccine program gained traction and visibility. As development progresses, investor focus shifted toward the magnitude of potential market share capture rather than just regulatory success. We view Vaxcyte as a differentiated story within vaccines, where innovation can meaningfully reshape an established market. Performance The latest available performance figures have been calculated net-of-fees in U. S. dollars for the period: Cumulative and annualized total return as of March 31, 2026 ((%)) NAV Market price Quarter to date -0.71 -2.80 Year to date -0.71 -2...