JHVEPhoto Micron Technology ( MU ) was in focus on Friday as Citi upped its price target on the memory maker after it reported much stronger-than-expected earnings earlier this week. Micron shares fell fractionally in premarket trading. “MU was -4% after blowout earnings as higher FY27 capex and peak gross margins concerns (81% > Nvidia 75%) likely induced some profit taking after a strong stock r...
JHVEPhoto Micron Technology ( MU ) was in focus on Friday as Citi upped its price target on the memory maker after it reported much stronger-than-expected earnings earlier this week. Micron shares fell fractionally in premarket trading. “MU was -4% after blowout earnings as higher FY27 capex and peak gross margins concerns (81% > Nvidia 75%) likely induced some profit taking after a strong stock run into the print,” Atif Malik wrote in a note to clients. “We believe the big investor debate on the stock is if the stock will continue to rise with rising DRAM prices, like during the Windows PC DRAM cycle in the 1990s, on strong AI demand coupled with limited new fabs outperformance, or moderate in 2Q off a sharp increase in DRAM prices in 1Q. We believe the stock could sustain gains but see money rotation into semi caps N/T on higher capex.” Malik reiterated his Buy rating on Micron and upped his price target to $510 from $430, citing better-than-expected margins. More on Micron Technology Micron: Entering The Danger Zone (Rating Downgrade) Micron's Insane Growth Doesn't Change Our Bearish Thesis Micron: HBM Leads To Profit Explosion Stocks to watch after hours on Thursday: FDX, MU, PL Micron’s weakness is a buying opportunity – analyst
KOID a Unitree Robotics G1 Humanoid Robot walks on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., November 10, 2025. Brendan McDermid | Reuters Chinese startup Unitree Robotics on Friday filed an initial public offering application to the Shanghai Stock Exchange, seeking to raise 4.2 billion yuan ($610 million), according to the prospectus, in a test of investor interest i...
KOID a Unitree Robotics G1 Humanoid Robot walks on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., November 10, 2025. Brendan McDermid | Reuters Chinese startup Unitree Robotics on Friday filed an initial public offering application to the Shanghai Stock Exchange, seeking to raise 4.2 billion yuan ($610 million), according to the prospectus, in a test of investor interest in humanoid robots. Unitree's robots were the star of Chinese state media's Spring Festival gala last month, which featured a technically ambitious martial arts sequence performed by over a dozen humanoid robots twirling swords and nunchucks alongside human dancers. The robots' complex choreography, complete with mid-air somersaults, displayed clear mechanical advances compared to their dance performance on the same TV programme last year. Frontier industry Unitree's IPO would be one of China's biggest onshore tech listings in years, and comes as Beijing steps up efforts to support its tech champions in tapping capital markets for their funding needs. Unitree's operating income grew 335% year-on-year in 2025, reaching 1.708 billion yuan, its prospectus said, while its net profit soared by 674%. Humanoids have become the firm's key growth engine as their share of main business revenue rose to 51.5% in January-September 2025 from 27.6% in 2024, even though the shift into the lower-priced G1 model trimmed gross margin, according to the document. Humanoid robots represent a frontier industry that China is well-positioned to lead, thanks in part to its diverse and largely self-sufficient manufacturing supply chains. China views embodied artificial intelligence as a key future strategic industry alongside quantum, 6G, nuclear fusion and brain-computer interfaces. China plans to widen the deployment of humanoid robots and AI automation in production lines nationwide - part of an initiative to apply AI throughout society and raise economic productivity. However, real-world...
Gauzy ( GAUZ ) received a notice from Nasdaq for failing to meet the $1 minimum bid price rule. The deficiency follows 30 consecutive business days of trading below $1 per share. The company has 180 days, until September 14, 2026, to regain compliance. Compliance can be restored if shares trade at or above $1 for 10 consecutive days. Gauzy may qualify for an additional 180-day extension if needed....
Gauzy ( GAUZ ) received a notice from Nasdaq for failing to meet the $1 minimum bid price rule. The deficiency follows 30 consecutive business days of trading below $1 per share. The company has 180 days, until September 14, 2026, to regain compliance. Compliance can be restored if shares trade at or above $1 for 10 consecutive days. Gauzy may qualify for an additional 180-day extension if needed. Failure to regain compliance could result in potential delisting. The company is monitoring its share price and evaluating options, including a possible reverse stock split. More on Gauzy Financial information for Gauzy
Jim Monk/iStock Editorial via Getty Images I wrote about Ferrari ( RACE ) before; at the time, I saw the company as an impeccable business but priced to perfection. Time ended up confirming my opinion at the time, with the stock price underperforming around 30% since the publication. The good news is that with this drawdown, the time has come to reevaluate the company’s business fundamentals and j...
Jim Monk/iStock Editorial via Getty Images I wrote about Ferrari ( RACE ) before; at the time, I saw the company as an impeccable business but priced to perfection. Time ended up confirming my opinion at the time, with the stock price underperforming around 30% since the publication. The good news is that with this drawdown, the time has come to reevaluate the company’s business fundamentals and judge whether the time has come to turn bullish on the company. We should keep in mind that Ferrari is a luxury maison that ships north of 13 thousand cars, and it has basically built a business model where scarcity is the product. In a business like this, the used market ends up being the thermometer of brand trust. The resilience of car value promotes repeat purchases, and that ends up being the company’s moat. That is a good explanation of why in 2025, 84% of the new cars went to owners who already had at least one Ferrari automobile. Let’s dig deeper into the business details. Ferrari has proved it can grow without selling more If we were looking at a traditional auto brand, we would see the shipments were flat and wonder where the growth is coming from. However, the truth is that the revenue grew 7% in 2025, with the EBIT margin expanding to 29.5% on the back of product mix and personalization. Ferrari One important revenue line item is sponsorship and brand-related commercial revenue. The “sponsorship, commercial, and brand” line item now represents 11.5% of the total revenues, and it has been growing (in 2023 it was 9.6%). This revenue line comprises the racing team sponsorship revenue (Formula 1 and WEC), and the Formula 1 commercial revenues share (i.e., the company’s share of F1 commercial revenues). It also includes brand monetization like licensing and merchandising revenue. Ferrari Basically, what this means is that Ferrari is receiving increasingly more money just to be itself. Ferrari’s residual value central bank For Ferrari, its actual brand currency is used...
Three men who sued the former Sinn Féin leader Gerry Adams over three Irish Republican Army bombings in Britain have withdrawn their lawsuit, their lawyers told the high court in London. Adams, who became the president of Sinn Féin in 1983 when it was the IRA’s political wing, was for many years the best-known face of the movement seeking to end British rule in Northern Ireland. He had long faced ...
Three men who sued the former Sinn Féin leader Gerry Adams over three Irish Republican Army bombings in Britain have withdrawn their lawsuit, their lawyers told the high court in London. Adams, who became the president of Sinn Féin in 1983 when it was the IRA’s political wing, was for many years the best-known face of the movement seeking to end British rule in Northern Ireland. He had long faced accusations that he was a member of the Provisional IRA, including from former members of the paramilitary group, which he has always denied. The three claimants who were injured in three IRA bombings in the 1970s and 1990s were seeking a finding on the balance of probabilities that Adams was personally liable for the bombings as a senior member of the IRA. But, after a civil trial at which Adams gave evidence over two days, the claimants’ lawyer, Anne Studd, said on Friday that “the proceedings will be discontinued”.
In contrast to the mainstream artificial intelligence (AI) sector, which is dominated by a host of well-known large and megacap players, in the quantum computing space, the most popular stocks so far include a small collection of relatively unknown companies. One that has emerged as a perceived leader in the quantum computing space is IonQ (IONQ 1.48%). With shares up more than 30% over the last y...
In contrast to the mainstream artificial intelligence (AI) sector, which is dominated by a host of well-known large and megacap players, in the quantum computing space, the most popular stocks so far include a small collection of relatively unknown companies. One that has emerged as a perceived leader in the quantum computing space is IonQ (IONQ 1.48%). With shares up more than 30% over the last year, IonQ stock has outperformed both the S&P 500 and Nasdaq Composite. Yet Wall Street thinks IonQ's rally is just getting started. The average price target among analysts covering IonQ is $65 -- more than 100% higher than current trading levels. While it's tempting to follow the hype, I think Wall Street is wrong on this one. IonQ's explosive revenue growth is less meaningful than it seems Last year, IonQ reported jaw-dropping 202% revenue growth to $130 million. Similarly impressive is the company's guidance for 2026: Management forecasts revenue to be in the range of $225 to $245 million, representing 81% growth at the midpoint. With integrations with each of the big three cloud service providers -- Microsoft Azure, Amazon Web Services, and Google Cloud Platform -- in addition to a strategic partnership with Nvidia, you probably think that IonQ's approach to building a vertically integrated quantum computing ecosystem is poised for explosive AI-driven growth over the next several years. Here is why I'm not impressed by IonQ's growth arc: The company has spent more than $4 billion on acquisitions over the last couple of years. So not only is a major portion of IonQ's revenue -- and its revenue growth -- coming from inorganic (acquired) assets, the company has yet to generate much from these sources relative to what it paid. Expand NYSE : IONQ IonQ Today's Change ( -1.48 %) $ -0.48 Current Price $ 31.90 Key Data Points Market Cap $12B Day's Range $ 30.73 - $ 32.55 52wk Range $ 18.81 - $ 84.64 Volume 333K Avg Vol 21M Gross Margin -2267.11 % IonQ has a money problem that th...
"Lot Of Questions On Structure:" Goldman Reacts To Old Bay Maker's Bid For Unilever Food Unit Bloomberg reported earlier this week that Unilever Plc was in early talks to sell its food business - a move that would end its competition with major packaged-food rivals, including Nestlé, PepsiCo, and Kraft Heinz. By Friday morning, Unilever stated in a press release that, despite "media speculation re...
"Lot Of Questions On Structure:" Goldman Reacts To Old Bay Maker's Bid For Unilever Food Unit Bloomberg reported earlier this week that Unilever Plc was in early talks to sell its food business - a move that would end its competition with major packaged-food rivals, including Nestlé, PepsiCo, and Kraft Heinz. By Friday morning, Unilever stated in a press release that, despite "media speculation regarding a potential transaction involving its Foods business," it had, in fact, received an "inbound offer" for the unit from Hunt Valley, Maryland-based McCormick & Company. "Unilever confirms that it has received an inbound offer for its Foods business and is in discussions with McCormick & Company, Inc. There can be no certainty that any transaction will be agreed," the Anglo-Dutch consumer goods company said. Bloomberg reported earlier this week that Unilever was in the early stages of offloading all or part of its food business. Unilever CEO Fernando Fernandez is making a strategic shift to secure at least higher-growth revenue from personal care, wellness, and beauty products, pivoting away from lower-margin food items. Fernandez is now a year into the turnaround plan. Unilever shares rose nearly 2% in London trading on the news. The stock is down 5% year to date and has traded sideways since 2019. McCormick shares in premarket trading in New York were flat. This year, shares are down 20% and have halved from their 2022 peak above $100. Goldman analyst Natasha de la Grense offered her first take on a potential deal in which McCormick could acquire Unilever's food unit. Has confirmed that it is in talks with McCormick regarding an offer for its Food business. In the context of investor feedback earlier this week revealing limited appetite for a long, messy spin-off, it is encouraging we've had two reports of trade buyer interest for this asset (one of which is now confirmed). Note that there would likely be less of an anti-trust concern for Unilever Food combining with...
Key Points IonQ has emerged as one of the most influential stocks in the quantum computing space. While quantum computing could prove revolutionary, the technology will require many more years of costly development before it's ready for broad commercialization. IonQ's revenue is soaring, but its liquidity profile and steep losses are concerning. 10 stocks we like better than IonQ › In contrast to ...
Key Points IonQ has emerged as one of the most influential stocks in the quantum computing space. While quantum computing could prove revolutionary, the technology will require many more years of costly development before it's ready for broad commercialization. IonQ's revenue is soaring, but its liquidity profile and steep losses are concerning. 10 stocks we like better than IonQ › In contrast to the mainstream artificial intelligence (AI) sector, which is dominated by a host of well-known large and megacap players, in the quantum computing space, the most popular stocks so far include a small collection of relatively unknown companies. One that has emerged as a perceived leader in the quantum computing space is IonQ (NYSE: IONQ). With shares up more than 30% over the last year, IonQ stock has outperformed both the S&P 500 and Nasdaq Composite. Yet Wall Street thinks IonQ's rally is just getting started. The average price target among analysts covering IonQ is $65 -- more than 100% higher than current trading levels. 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 » While it's tempting to follow the hype, I think Wall Street is wrong on this one. IonQ's explosive revenue growth is less meaningful than it seems Last year, IonQ reported jaw-dropping 202% revenue growth to $130 million. Similarly impressive is the company's guidance for 2026: Management forecasts revenue to be in the range of $225 to $245 million, representing 81% growth at the midpoint. With integrations with each of the big three cloud service providers -- Microsoft Azure, Amazon Web Services, and Google Cloud Platform -- in addition to a strategic partnership with Nvidia, you probably think that IonQ's approach to building a vertically integrated quantum computing ecosystem is poised for explosive AI-driven growth over the next seve...
Investment teams overseeing most of Janus Henderson Group's ( JHG ) assets have voiced serious concerns about the company being acquired by Victory Capital Holdings ( VCTR ), according to a media report on Friday. Dozens of portfolio managers, running both bond and stock funds, told senior executives and the board that Victory's ( VCTR ) ownership of JHG would undermine the firm's culture and impe...
Investment teams overseeing most of Janus Henderson Group's ( JHG ) assets have voiced serious concerns about the company being acquired by Victory Capital Holdings ( VCTR ), according to a media report on Friday. Dozens of portfolio managers, running both bond and stock funds, told senior executives and the board that Victory's ( VCTR ) ownership of JHG would undermine the firm's culture and impede its ability to do business, Bloomberg News reported, citing people with knowledge of the matter. Moreover, managers producing about a third of the firm's revenue have threatened to leave if the deal is completed, the people said. The report said that investment professionals overseeing ~90% of Janus's ( JHG ) $493B of assets oppose the transaction. Earlier this week, Victory ( VCTR ) sweetened its proposal to acquire Janus by boosting the cash part of the offer to $40 from $30 and reducing the share consideration to 0.250 share per JHG share from 0.350. Based on VCTR's closing price on Thursday, the proposal values JHG shares at ~$56.98 each. Victory ( VCTR ) responded to Bloomberg about the portfolio managers' opposition, saying it hasn't yet had the chance to make its case to the company and stakeholders, including how it would service clients and "retain and invest" in employees. Meanwhile, Janus's ( JHG ) employees have voiced their support for an earlier bid from Nelson Peltz's Trian Fund Management and General Catalyst, Bloomberg said , citing the people familiar. The Trian/GC agreement provides a $49.00 cash payment per JHG share. Janus Henderson ( JHG ) shares fell 1.1% to $50.83, and Victory Capital Holdings ( VCTR ) were unchanged at $67.92 in premarket trading. More on Janus Henderson Bidding War For Janus Henderson Points To More Upside (Upgrade) Janus Henderson: Trian Makes An Attractive Deal Janus Henderson faces PM, client exodus in a Victory Capital deal - report Victory Capital submits revised proposal to acquire Janus Henderson Seeking Alpha’s Quant Rat...
An intriguing chat about warped DNA in the record-breaking trailer for the new Spider-Man movie could mean a host of long-awaited arrivals in the MCU There was a time when the mere mention of the term “mutant” in the Marvel Cinematic Universe was frowned upon. Rival studio 20th Century Fox owned the rights to the X-Men and with it the whole idea of a parallel branch of humanity, which meant superh...
An intriguing chat about warped DNA in the record-breaking trailer for the new Spider-Man movie could mean a host of long-awaited arrivals in the MCU There was a time when the mere mention of the term “mutant” in the Marvel Cinematic Universe was frowned upon. Rival studio 20th Century Fox owned the rights to the X-Men and with it the whole idea of a parallel branch of humanity, which meant superheroes were contractually obliged to have received their powers from somewhere else. Radioactive accidents, experimental serums, infinity stones, the bite of an unusually committed arachnid: Marvel tried them all, but left the mutation thing alone. Occasionally, comic book icons such as Scarlet Witch were retconned in the MCU to remove their X-gene origins, but for the most part, the very notion of mutation seemed to be placed under narrative quarantine – as if this were a door the studio had quietly agreed not to open. This week saw the record-breaking release of the debut teaser trailer for Spider-Man: Brand New Day , and it was immediately clear that something had changed. We all know the X-Men are coming to the MCU : Deadpool and Wolverine have already had their own movies, while various mutants have turned up in post-credit scenes and brief multiversal detours. Now Spidey seems to be edging close to the same territory. Continue reading...
This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) is suddenly in the spotlight after U.S. authorities charged individuals tied to the company in an alleged scheme to smuggle Nvidia (NASDAQ:NVDA) AI chips to China, sending the stock down 12% in extended trading. The details are pretty serious. Prosecutors say three individuals, including co-founder Yih-Shyan Wally Liaw, h...
This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) is suddenly in the spotlight after U.S. authorities charged individuals tied to the company in an alleged scheme to smuggle Nvidia (NASDAQ:NVDA) AI chips to China, sending the stock down 12% in extended trading. The details are pretty serious. Prosecutors say three individuals, including co-founder Yih-Shyan Wally Liaw, helped move at least $2.5 billion worth of AI server technology in violation of export rules. The indictment describes some elaborate efforts to avoid detection, including swapping labels and rerouting shipments through Southeast Asia. In just a few weeks between late April and mid-May 2025, about $510 million worth of servers were allegedly funneled through these channels. It's worth noting the company itself hasn't been charged. Super Micro said it was informed by prosecutors and has been cooperating, while placing Liaw and another employee on leave and cutting ties with a contractor involved. The servers contained Nvidia GPUs, which are tightly restricted from being sold to China without a license.
The Bank of England’s revamp of its communication policy to include the views of individual rate setters is getting criticized by market analysts on concerns it helped fuel a selloff in UK bonds. The central bank’s statement on Thursday included comments from each of the nine-member policy committee, showing that officials previously pushing for interest-rate cuts are now considering hikes. That f...
The Bank of England’s revamp of its communication policy to include the views of individual rate setters is getting criticized by market analysts on concerns it helped fuel a selloff in UK bonds. The central bank’s statement on Thursday included comments from each of the nine-member policy committee, showing that officials previously pushing for interest-rate cuts are now considering hikes. That fanned the slide in gilts, according to analysts at Citigroup Inc. and Bank of Montreal, with benchmark yields surging further on Friday to the highest since 2008. “The BOE communication style may have exacerbated the market reaction,” said Jamie Searle , a strategist at Citigroup. “While offering greater transparency, it arguably means less control of the overall messaging as the market reacts to individual comments.” The new communication policy was only introduced in November, and is a rare disclosure among major central banks. Combined with the BOE’s overall stance of being “ready to act” in response to an energy-price surge, the hawkish pivot led traders to amp up bets on rate hikes to see three this year, up from just one previously. Two-year gilt yields, among the most sensitive to monetary policy, spiked by the most since 2022 on Thursday. They also led the renewed selloff on Friday, which drove 10-year borrowing costs to the highest in 17 years. Reads more: UK Borrowing Costs Soar to Highest Since 2008 on Oil Shock The concern among market analysts is that giving each official space to express their own perspective may overload investors and distract from the overarching message the institution wants to send — especially when the BOE’s monetary stance is in flux. Laurence Mutkin , the Bank of Montreal’s head of EMEA rates strategy, says the BOE should ditch what he calls the “mini-manifestos” of Monetary Policy Committee members to avoid future communication mishaps. A BOE spokesperson declined to comment. In an interview broadcast after Thursday’s announcement, Gov...
Luis Alvarez International Paper ( IP ) on Friday unveild plans to construct a 468,000-square-foot sustainable packaging facility in Rankin County, Mississippi, with construction starting in June 2026 and operations expected by Q4 2027. Following a comprehensive review of its manufacturing footprint, International Paper's Board of Directors approved both the exploration and advancement of this $22...
Luis Alvarez International Paper ( IP ) on Friday unveild plans to construct a 468,000-square-foot sustainable packaging facility in Rankin County, Mississippi, with construction starting in June 2026 and operations expected by Q4 2027. Following a comprehensive review of its manufacturing footprint, International Paper's Board of Directors approved both the exploration and advancement of this $225 million greenfield project in central Mississippi. The facility is planned to be built on an 80-acre site in Brandon, Mississippi, less than 10 miles from the company's existing Richland (Jackson) box plant, the company said. The new plant is designed to strengthen International Paper's cost position, improve reliability and product quality, and enhance service capabilities across the Mid-South region. More on International Paper International Paper: Strategic Split Drives Move To Neutral (Rating Downgrade) International Paper: Major Move Up Ahead International Paper Company (IP) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript Top 10 material stocks with highest dividend yield amid volatile markets Price increases by Cascades are positive sign for packaging industry: Truist