JHVEPhoto/iStock Editorial via Getty Images Ecolab ( ECL ) said Friday it agreed to acquire data center cooling company CoolIT Systems from KKR ( KKR ) for $4.75B in cash, creating an end-to-end fluid management and cooling platform for AI data centers. Ecolab ( ECL ) said it expects CoolIT to generate ~$550M in sales over the next 12 months and significantly strengthen the company's Global High-T...
JHVEPhoto/iStock Editorial via Getty Images Ecolab ( ECL ) said Friday it agreed to acquire data center cooling company CoolIT Systems from KKR ( KKR ) for $4.75B in cash, creating an end-to-end fluid management and cooling platform for AI data centers. Ecolab ( ECL ) said it expects CoolIT to generate ~$550M in sales over the next 12 months and significantly strengthen the company's Global High-Tech growth engine and accelerate Global Water’s organic sales growth rate by 2% and its total organic sales growth rate by 1%. CoolIT will double Ecolab's ( ECL ) Global High-Tech market opportunity to $10B from $5B currently, and the combination complements the company's existing reach across more than 1,000 data centers by providing deep pre-existing relationships with the world's major hyperscaler and colocation customers, with strong revenue growth visibility from large-scale data center deployments, the company said. Additionally, Ecolab ( ECL ) said it expects Q1 adjusted earnings of $1.69-$1.71/share, in line with the $1.70 FactSet analyst consensus estimate, rising 13%-14% compared with adjusted earnings of $1.50/share a year ago. For FY 2026, excluding the impact of CoolIT, Ecolab ( ECL ) continues to guide for adjusted earnings of $8.43-$8.63/share, in line with the $8.49 FactSet consensus and rising 12%-15% from adjusted EPS of $7.53 in 2025. More on Ecolab Ecolab: Not Enough Organic Growth To Merit An Upgrade Ecolab: The "Pick And Shovel" Play Of The Data Center Boom Ecolab Q4 2025 Earnings Call Presentation
Over the past five years, CRISPR Therapeutics' (CRSP 1.55%) shares have significantly lagged broader equities. That's despite the company earning approval for its first commercialized medicine, Casgevy, in 2023. If this milestone did not help the biotech reverse course, is there still hope that CRISPR Therapeutics can turn things around? Let's find out whether it is worth buying the company's shar...
Over the past five years, CRISPR Therapeutics' (CRSP 1.55%) shares have significantly lagged broader equities. That's despite the company earning approval for its first commercialized medicine, Casgevy, in 2023. If this milestone did not help the biotech reverse course, is there still hope that CRISPR Therapeutics can turn things around? Let's find out whether it is worth buying the company's shares today. Why the stock has not performed well The biggest catalysts for smaller, clinical-stage biotechs tend to be clinical progress. By the time they launch their first medicines, long-term shareholders are already taking some profits. That partly explains why CRISPR Therapeutics' stock has been southbound, but there is more to the story. A strong commercial uptake for a new drug can also push a biotech's shares in the right direction. Unfortunately, Casgevy's progress so far hasn't exactly been impressive, even with help from Vertex Pharmaceuticals, with which CRISPR Therapeutics developed this therapy. Casgevy treats two rare blood disorders: Sickle cell disease (SCD) and transfusion-dependent beta thalassemia (TDT). Although these are severe blood-related health conditions with few safe and effective treatment options, Casgevy is a gene editing therapy that is very expensive (it costs $2.2 million in the U.S.) and complex to administer. Between getting third-party payers on board and activating qualified treatment centers (QTCs) where the medicine can be administered, it has generated fairly modest profits, which CRISPR Therapeutics must share with its partner on a 40%-60% split (the smaller biotech gets the former). In 2025, CRISPR Therapeutics' total revenue was $3.5 million, down from $37.3 million in 2024. The higher number in 2024 came not from Casgevy-related sales, but from the collaboration revenue it earned from Vertex Pharmaceuticals. Meanwhile, CRISPR Therapeutics remains deeply unprofitable, with its net loss per share in 2025 worsening to $6.47, down from...
Key Points CRISPR Therapeutics' lone approved product isn't generating much revenue yet. The company has made little clinical progress elsewhere in recent years. Though there are risks, if CRISPR Therapeutics' leading candidates pan out, the stock could soar. 10 stocks we like better than CRISPR Therapeutics › Over the past five years, CRISPR Therapeutics' (NASDAQ: CRSP) shares have significantly ...
Key Points CRISPR Therapeutics' lone approved product isn't generating much revenue yet. The company has made little clinical progress elsewhere in recent years. Though there are risks, if CRISPR Therapeutics' leading candidates pan out, the stock could soar. 10 stocks we like better than CRISPR Therapeutics › Over the past five years, CRISPR Therapeutics' (NASDAQ: CRSP) shares have significantly lagged broader equities. That's despite the company earning approval for its first commercialized medicine, Casgevy, in 2023. If this milestone did not help the biotech reverse course, is there still hope that CRISPR Therapeutics can turn things around? Let's find out whether it is worth buying the company's shares 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 » Why the stock has not performed well The biggest catalysts for smaller, clinical-stage biotechs tend to be clinical progress. By the time they launch their first medicines, long-term shareholders are already taking some profits. That partly explains why CRISPR Therapeutics' stock has been southbound, but there is more to the story. A strong commercial uptake for a new drug can also push a biotech's shares in the right direction. Unfortunately, Casgevy's progress so far hasn't exactly been impressive, even with help from Vertex Pharmaceuticals, with which CRISPR Therapeutics developed this therapy. Casgevy treats two rare blood disorders: Sickle cell disease (SCD) and transfusion-dependent beta thalassemia (TDT). Although these are severe blood-related health conditions with few safe and effective treatment options, Casgevy is a gene editing therapy that is very expensive (it costs $2.2 million in the U.S.) and complex to administer. Between getting third-party payers on board and activating qualified treatment centers (QTCs) where the medic...
Tony Anderson/DigitalVision via Getty Images It has been a truly volatile time for the market. A lot of companies have taken a hit in recent months, driven by concerns about the state of the economy and now worries regarding the war in Iran. But the good news is that some companies have performed exceptionally well. A great example of this can be seen by looking at Quanex Building Products ( NX ),...
Tony Anderson/DigitalVision via Getty Images It has been a truly volatile time for the market. A lot of companies have taken a hit in recent months, driven by concerns about the state of the economy and now worries regarding the war in Iran. But the good news is that some companies have performed exceptionally well. A great example of this can be seen by looking at Quanex Building Products ( NX ), a building products business that produces and sells components that are used in that space. Examples include fenestration products, door profiles, mixing solutions, screens, and more. The company has gone through a lot of changes recently, including restructuring its operating segments and completing a purchase of Tyman plc, which operates as an international supplier of engineered fenestration components and access solutions that caters to the construction space. Financial performance for the company has been mixed. But in general, things are looking decent enough. What matters the most is that revenue continues to climb and that shares of the business are incredibly cheap on both an absolute basis and relative to other similar companies. This is why I am not surprised to see that shares are up 1.1% since I called it a 'strong buy' candidate back in December of last year. Over that same window of time, the S&P 500 is down 3.7%. I do expect this outperformance to continue moving forward, even if its end markets are a bit weak. Taking a Fresh Look at Quanex Building Products Operationally speaking, Quanex Building Products is a very interesting enterprise. I already mentioned how it serves as a producer of components that are used in the building products industry. This might seem like a very concentrated space. However, management has turned the business into a diversified player. About 60% of its revenue, as an example, comes from the repair and remodeling industry. The other 40% comes from new construction. But we also have different operating segments to entertain here...
NoDerog/iStock Unreleased via Getty Images Introduction In recent quarters, B&G Foods ( BGS ) has been trying to eke out cost savings initiatives and do asset sales with a business facing persistent top line pressure and an increasingly strained balance sheet. Paying an unsustainable dividend, using asset sale proceeds to put that into new acquisitions, and not focusing enough on providing a produ...
NoDerog/iStock Unreleased via Getty Images Introduction In recent quarters, B&G Foods ( BGS ) has been trying to eke out cost savings initiatives and do asset sales with a business facing persistent top line pressure and an increasingly strained balance sheet. Paying an unsustainable dividend, using asset sale proceeds to put that into new acquisitions, and not focusing enough on providing a product that’s different from generic, cheaper private label options have been reasons why the stock has struggled. Based on what I saw out of Q4, I don’t think the company is focused enough on adequately addressing these issues. This article is an analysis that unpacks some of the issues I see with the business and why I think management’s prescription for turning it around isn’t enough. A look at Q4’25 results B&G Foods reported a mixed Q4 with a beat on the top line but a miss on the bottom line. On revenues, sales came in 2.2% lower than last year at $539.6 million, $2.0 million above consensus largely as a result of the divestitures of Don Pepino, Sclafani, and Le Sueur. Collectively, these removed about $16.4 million in sales. On a base business basis, excluding those divested brands and the 53rd week benefit, trends looked a bit better, with sales down 2.4% versus a 2.7% decline in Q3. Within that, Spices & Flavor Solutions grew 4.2% on the back of volume, pricing, and solid club and foodservice demand, and the Meals and Frozen & Vegetables segments also posted gains that helped offset weaker areas. On EPS, earnings per share came in at $0.28, 2 cents lower than sell-side estimates. Seeking Alpha Looking at the full year, net sales were down 5.4% to $1.829 billion, reflecting both base business softness and the impact of portfolio sales. One of the big ones was the Green Giant U.S. frozen divestiture to Seneca Foods ( SENEA ). Generating $63.2 million in proceeds. Those funds help support the acquisition of College Inn and Kitchen Basics, which just closed this month foll...
utah778/iStock via Getty Images Objective Use for Morningstar category High total return through its target retirement date One-stop retirement investment Target-Date 2050 Click to enlarge Most asset categories produced solid returns in the final three months of 2025, reflecting the favorable backdrop for the world financial markets. The fund ( JLKAX ) posted a gain but slightly underperformed its...
utah778/iStock via Getty Images Objective Use for Morningstar category High total return through its target retirement date One-stop retirement investment Target-Date 2050 Click to enlarge Most asset categories produced solid returns in the final three months of 2025, reflecting the favorable backdrop for the world financial markets. The fund ( JLKAX ) posted a gain but slightly underperformed its benchmark. Asset allocation contributed to performance, while underlying manager results detracted. Market review and outlook Global equities registered solid gains in the fourth quarter, helping the major, broad-based indexes record their third consecutive year of double-digit returns. Performance was uneven over the first half of the quarter due to concerns that AI-related stocks were in a bubble, but the market staged an impressive rebound and went on to achieve new all-time highs by year end. A continued decline in inflation enabled the U.S. Federal Reserve to enact two quarter-point interest rate cuts, boosting sentiment. In addition, corporate earnings were robust and world economic growth remained positive. Emerging- and developed-market international equities outperformed the United States, continuing a trend that was in place for the full year. Within the U.S. market, the value style outpaced growth as investors rotated toward opportunities outside of AI-related stocks. Global bonds logged only slightly positive total returns amid a growing consensus that most central banks were largely finished easing policy. Credit-oriented market segments continued to outperform, primarily as a result of their yield advantage. Contributors and detractors The fund's overweight in equities versus bonds contributed to relative performance. The fund's overweight in developed-market international equities and corresponding underweight in the United States also contributed. We have favored the non-U.S. markets for some time based on their attractive relative valuations, and this aspe...
The eye-popping market debut of a tiny drone software company this week reveals a newfound investor appetite for stocks that fall at the intersection of geopolitics, rising spending on defense technology and artificial intelligence. Shares of Austin, Texas-based Swarmer Inc. , whose AI platform is used to deploy and coordinate drone swarms, soared nearly 1,000% in the first three trading sessions ...
The eye-popping market debut of a tiny drone software company this week reveals a newfound investor appetite for stocks that fall at the intersection of geopolitics, rising spending on defense technology and artificial intelligence. Shares of Austin, Texas-based Swarmer Inc. , whose AI platform is used to deploy and coordinate drone swarms, soared nearly 1,000% in the first three trading sessions after its initial public offering. Market watchers said the rally reflects how the war in Iran has swiftly reshaped the outlook for the defense industry as governments around the world rush to retool their militaries to combat a new generation of threats. “Whether the geopolitical tensions remain extremely high or not, military spending is going to increase around the globe,” said Matt Maley , chief market strategist at Miller Tabak + Co. “The defense sector is attracting a lot of money in general, but the stocks that are associated the most with AI technology are gaining meme-like attention.” Swarmer’s rally indeed has echoes of the violent swings associated with so-called meme stocks, where a combination of a relatively small number of tradeable shares, the company’s ability to capture the interest of retail investors with popular themes and strong social-media momentum can lead to massive spikes and subsequent crashes. The company generated just $309,920 in revenue for the year ended December 31, 2025, a roughly 6% decline from the same period a year earlier. Its profitability also worsened over that stretch, with the company reporting a loss of about $8.5 million, more than four times larger than its net loss in 2024. Drones have drawn particular attention because they are being used heavily by Iran, Israel and the US in the current war, echoing the pattern seen since Russia’s 2022 invasion of Ukraine. That has highlighted a shift in warfare toward lower-cost, often autonomous and unmanned systems that rely heavily on software. Even though US military spending significa...
Sundry Photography/iStock Editorial via Getty Images Investors have been dumping software stocks all year, but one subsector that has experienced tremendous pain is cybersecurity. Ever since Claude unveiled new security capabilities, investors have dumped cybersecurity stocks on fears that vibe-coded AI agents will soon be able to overtake incumbent security protocols. Against this backdrop, Cloud...
Sundry Photography/iStock Editorial via Getty Images Investors have been dumping software stocks all year, but one subsector that has experienced tremendous pain is cybersecurity. Ever since Claude unveiled new security capabilities, investors have dumped cybersecurity stocks on fears that vibe-coded AI agents will soon be able to overtake incumbent security protocols. Against this backdrop, Cloudflare ( NET ), one of the leading cloud services and cloud security companies, has been a relative outperformer, with its stock rallying in February after a strong Q4 earnings print and down only ~10% from October highs above $250. The company has been driving outsized growth at its Rule of 40 financial profile, with its base of large customers also growing meaningfully. Data by YCharts I last wrote a neutral article on Cloudflare in November, when the stock was trading closer to $210 per share. Since then, Cloudflare has delivered revenue acceleration in Q4 while pointing to a very robust year for growth in FY26. At the same time, its valuation multiples still look reasonable (though not as cheap as many other peers in the software, and particularly cybersecurity sectors). I continue to think that investors will look to Rule of 40 companies like Cloudflare that are in a relatively safer position from AI disruption as a bastion of safety in the tech sector, and with all of these factors in mind, I'm upgrading the stock to a buy. To me, these are the main tailwinds that investors should be watching closely in Cloudflare: Cloudflare is achieving meaningful acceleration even at its already-sizable scale. Many companies have been citing AI as a tailwind, but most software companies are facing deceleration in revenue growth. Cloudflare is showcasing the opposite. Despite its nearly $3 billion annualized revenue run rate, Cloudflare is managing to accelerate revenue growth north of >30% y/y, which is an incredible feat at its scale. Large and expansive TAM, coupled with healthy c...
Taiwan’s two main opposition parties are set to join forces in local elections, a midterm contest this autumn that analysts say could lay the groundwork for potential cooperation in the 2028 leadership race to challenge the ruling Democratic Progressive Party (DPP). The elections, scheduled for November and commonly known as the “nine-in-one” elections, will determine local officials and councillo...
Taiwan’s two main opposition parties are set to join forces in local elections, a midterm contest this autumn that analysts say could lay the groundwork for potential cooperation in the 2028 leadership race to challenge the ruling Democratic Progressive Party (DPP). The elections, scheduled for November and commonly known as the “nine-in-one” elections, will determine local officials and councillors across nine categories, ranging from mayors and county magistrates to village chiefs, as well as councillors and representatives in Taiwan’s 22 administrative regions. On Wednesday, the opposition Kuomintang (KMT) and the smaller Taiwan People’s Party (TPP) approved a cooperation agreement for the local elections to coordinate candidate nominations. 02:41 All 24 opposition Kuomintang lawmakers in Taiwan survive mass recall campaign All 24 opposition Kuomintang lawmakers in Taiwan survive mass recall campaign KMT chairwoman Cheng Li-wun said the agreement marked an important step towards closer alignment between the “blue” and “white” camps, referring to their respective political colours. She expressed hope that the cooperation would not only be successful during the November poll but would also lay a solid foundation for the 2028 leadership race, according to a party statement that day. Advertisement TPP chairman Huang Kuo-chang said his party remained committed to promoting cooperation with “the utmost goodwill and sincerity”, and would move swiftly to implement the next phase of coordination. The vote, which is held every four years midway through the island’s leadership term, is widely seen as a “trial run” for the general election two years later. However, it primarily focuses on local governance, and the implications for broader issues, such as cross-strait relations, are limited. Advertisement The blue-white alliance for the coming local elections marks a further effort by the two parties to cooperate to challenge the DPP and avoid splitting the vote.
1. Work from home where possible: displaces oil use from commuting, particularly where jobs are suitable for remote work. 2. Reduce highway speed limits by at least 10 km/h: lower speeds reduce fuel use for passenger cars, vans and trucks. 3. Encourage public transport: a shift from private cars to buses and trains can quickly reduce oil demand. 4. Alternate private car access to roads in large ci...
1. Work from home where possible: displaces oil use from commuting, particularly where jobs are suitable for remote work. 2. Reduce highway speed limits by at least 10 km/h: lower speeds reduce fuel use for passenger cars, vans and trucks. 3. Encourage public transport: a shift from private cars to buses and trains can quickly reduce oil demand. 4. Alternate private car access to roads in large cities on different days: number-plate rotation schemes can reduce congestion and fuel-intensive driving. 5. Increase car sharing and adopt efficient driving practices: higher car occupancy and eco-driving can lower fuel consumption quickly. 6. Efficient driving for road commercial vehicles and delivery of goods: better driving practices, vehicle maintenance and load optimisation can cut diesel use. 7. Divert LPG use from transport: shifting bi-fuel and converted vehicles from LPG to gasoline can preserve LPG for cooking and other essential needs. 8. Avoid air travel where alternative options exist: reducing business flights can quickly ease pressure on jet fuel markets. 9. Where possible, switch to other modern cooking solutions: encouraging electric cooking and other modern options can reduce reliance on LPG. 10. Leverage flexibility with petrochemical feedstocks and implement short-term efficiency and maintenance measures: industry can help free up LPG for essential uses while reducing oil consumption through quick operational improvements.
This article first appeared on GuruFocus. Tesla (TSLA, Financials) is talking to Chinese companies about buying $2.9 billion worth of solar manufacturing equipment to grow its energy business in the US.Tesla could be able to build 100 gigawatts of solar production capacity in the US by 2028 thanks to the purchase. The tools might be transferred to Texas to create solar cells and panels.Suzhou Maxw...
This article first appeared on GuruFocus. Tesla (TSLA, Financials) is talking to Chinese companies about buying $2.9 billion worth of solar manufacturing equipment to grow its energy business in the US.Tesla could be able to build 100 gigawatts of solar production capacity in the US by 2028 thanks to the purchase. The tools might be transferred to Texas to create solar cells and panels.Suzhou Maxwell Technologies, Shenzhen S.C. New Energy Technology, and Laplace Renewable Energy Technology in China may be able to help. Some equipment exports need to be approved by Chinese officials, which slows things down.The move brings up a bigger problem with U.S. manufacturing. Tesla wants to make things in the US, but it still depends on Chinese suppliers for important equipment, notably in solar, where there aren't many other options.Tesla is trying to help as AI data centers and factories need more electricity. The company says that adding more solar power might meet these energy needs.The plan also shows how trade policy and industrial strategy may be at odds with each other. The U.S. charges taxes on imported solar panels, but not on equipment used to make things, which helps American factories make more.Next, Tesla needs to gain permission from the government and sign contracts with suppliers in order to reach its solar production ambitions.
In a statement to AFP news agency, the French armed forces said the reported incident did "not comply with the current instructions" and appropriate measures would be taken if the report was true.
In a statement to AFP news agency, the French armed forces said the reported incident did "not comply with the current instructions" and appropriate measures would be taken if the report was true.
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Monolithic Power (MPWR), Apple (AAPL) and Infineon Technologies AG (IFNNF) with bullish sentiments. Monolithic Power (MPWR) In a report released today, William Stein from Truist Financial maintained a Buy rating on Monolithic Power, with a price target of $1396.00. The company’s shares closed last Wednes...
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Monolithic Power (MPWR), Apple (AAPL) and Infineon Technologies AG (IFNNF) with bullish sentiments. Monolithic Power (MPWR) In a report released today, William Stein from Truist Financial maintained a Buy rating on Monolithic Power, with a price target of $1396.00. The company’s shares closed last Wednesday at $1075.29. According to TipRanks.com, Stein is a top 25 analyst with an average return of 33.8% and a 72.9% success rate. Stein covers the Technology sector, focusing on stocks such as MACOM Technology Solutions Holdings, Advanced Micro Devices, and NXP Semiconductors. ;'> Currently, the analyst consensus on Monolithic Power is a Strong Buy with an average price target of $1312.00, representing a 21.4% upside. In a report issued on March 5, William Blair also maintained a Buy rating on the stock. See Insiders’ Hot Stocks on TipRanks >> Apple (AAPL) Bernstein analyst Mark Newman reiterated a Buy rating on Apple on March 17 and set a price target of $340.00. The company’s shares closed last Wednesday at $249.94, close to its 52-week high of $260.10. According to TipRanks.com, Newman is a 5-star analyst with an average return of 37.0% and a 61.9% success rate. Newman covers the Technology sector, focusing on stocks such as International Business Machines, Hewlett Packard Enterprise, and Super Micro Computer. ;'> Currently, the analyst consensus on Apple is a Moderate Buy with an average price target of $304.66, representing a 20.6% upside. In a report issued on March 2, Citi also maintained a Buy rating on the stock with a $315.00 price target. Infineon Technologies AG (IFNNF) Bernstein analyst James Hooper maintained a Buy rating on Infineon Technologies AG yesterday and set a price target of EUR52.00. The company’s shares closed last Tuesday at $45.55. According to TipRanks.com, Hooper is a 3-star analyst with an average return of 3.3% and a 58.5% success rate. Hooper ...