Kintarapong/iStock via Getty Images The last time I spoke about Dyne Therapeutics, Inc. ( DYN ), it was with a Seeking Alpha article entitled " Dyne: Accelerated Approval Established Endpoint Sets Stage For DM1 Data In Mid-2026 ." With respect to this article, I mentioned that the company was in the process of recruiting patients for its phase 1/2 ACHIEVE REC study [registrational cohort study] us...
Kintarapong/iStock via Getty Images The last time I spoke about Dyne Therapeutics, Inc. ( DYN ), it was with a Seeking Alpha article entitled " Dyne: Accelerated Approval Established Endpoint Sets Stage For DM1 Data In Mid-2026 ." With respect to this article, I mentioned that the company was in the process of recruiting patients for its phase 1/2 ACHIEVE REC study [registrational cohort study] using its drug zeleciment basivarsen [z-basivarsen] for the treatment of patients with myotonic dystrophy Type 1 [DM1]. The latest update for this program is that there is an expectation to complete enrollment of 60 patients for this study in Q2 of 2026. The downside is that this ACHIEVE REC study, using z-basivarsen to treat these DM1 patients, is not expected to release top-line data until Q1 of 2027. Positive data from this registration cohort study, plus from the multiple-ascending dose [MAD] and extension study ACHIEVE, could end up allowing this company to then file for FDA Accelerated Approval of z-basivarsen for these patients in Q3 of 2027. Lastly, Dyne has aligned with the FDA for the confirmatory phase 3 HARMONIA study using this drug to treat these DM1 patients. I had a Strong Buy rating on this stock the last time around, and I believe that it is important to keep this rating as it is. The advancement of the DM1 drug development program is one reason for it, but the other reason is because of the Duchenne Muscular Dystrophy [DMD] treatment program. As an update for this particular program, the company was able to achieve the primary endpoint in the Registrational Expansion Cohort [REC] of the phase 1/2 DELIVER study using zeleciment rostudirsen [z-rostudirsen] for the treatment of DMD patients amenable to exon 51 skipping. Plus, it also provided an update on long-term clinical data as well from this very same study. Based on this data, it is going to allow the company to file a Biologics License Application [BLA] of z-rostudirsen [formerly DYNE-101] for the treat...
Shares of Intel (NASDAQ:INTC) are trading near $119 in Thursday afternoon action, essentially flat on the session, while Advanced Micro Devices (NASDAQ:AMD) stock hovers near $446, down only slightly. The headline today isn’t the tape; it’s the scoreboard year-to-date. Intel stock has returned 222% in 2026 so far, roughly twice AMD stock’s 108% gain. That’s ... Intel Has Doubled AMD’s 2026 Gains. ...
Shares of Intel (NASDAQ:INTC) are trading near $119 in Thursday afternoon action, essentially flat on the session, while Advanced Micro Devices (NASDAQ:AMD) stock hovers near $446, down only slightly. The headline today isn’t the tape; it’s the scoreboard year-to-date. Intel stock has returned 222% in 2026 so far, roughly twice AMD stock’s 108% gain. That’s ... Intel Has Doubled AMD’s 2026 Gains. Is It Time to Rebalance Your Chip Stocks?
Democrats wanted answers for what went wrong in 2024. Now, there are more questions toggle caption Andrew Caballero-Reynolds/AFP via Getty Images The Democratic National Committee has finally released an outside review of 2024 campaign losses that the party says was delivered unfinished and full of unverified claims about problems and solutions. DNC Chairman Ken Martin, facing internal criticism f...
Democrats wanted answers for what went wrong in 2024. Now, there are more questions toggle caption Andrew Caballero-Reynolds/AFP via Getty Images The Democratic National Committee has finally released an outside review of 2024 campaign losses that the party says was delivered unfinished and full of unverified claims about problems and solutions. DNC Chairman Ken Martin, facing internal criticism for a decision to shelve the report after he received it late last year, apologized in a Substack post accompanying the report for withholding the document until now. "When I received the report late last year, it wasn't ready for primetime," Martin wrote. "Not even close. And because no source material was provided, fixing it would have meant starting over, from the beginning – every conversation, every interview, every data set." The 192-page document , written by Paul Rivera, a Democratic consultant unaffiliated with the Biden and Harris campaigns, is missing key sections like a conclusion, an executive summary and even "Notes for the reader." Sponsor Message "While we extensively fact-check DNC After Action Report in order to ensure accuracy, it is always possible that mistakes remain," the draft reads. "We encourage any readers who notice factual errors to reach out to use at XXXX@dnc.org. Mistakes will be corrected as quickly as possible, and any changes will be noted in the text. All numbers and figures are accurate as of xx/xx/2025." The report's tentative title, "BUILD TO WIN. BUILD TO LAST" was constructed on shaky foundational data, the DNC asserts in numerous annotations throughout the draft document. A disclaimer notes that the party "was not provided with the underlying sourcing, interviews, or supporting data for many of the assertions contained herein and therefore cannot independently verify the claims presented." The unfinished autopsy was delivered to Martin in late 2025, as the party was celebrating major victories in Virginia, New Jersey and across the c...
On Wednesday, Zillow abruptly lost access to thousands of property listings in the Chicago area after filing a lawsuit accusing a private listing network owner of colluding with the nation's largest brokerage to harm consumers by hiding homes. According to the Chicago Sun-Times , hopeful Chicagoland home buyers browsing Zillow and Trulia suddenly saw significantly fewer listings. On Zillow, a near...
On Wednesday, Zillow abruptly lost access to thousands of property listings in the Chicago area after filing a lawsuit accusing a private listing network owner of colluding with the nation's largest brokerage to harm consumers by hiding homes. According to the Chicago Sun-Times , hopeful Chicagoland home buyers browsing Zillow and Trulia suddenly saw significantly fewer listings. On Zillow, a nearly 5,000-home market dropped to about 1,700. Thorough home buyers diligently checking every possible resource can still turn to other platforms, like Redfin and Realtor.com, which currently host between 5,000 and 8,000 listings, the Sun-Times noted. Read full article Comments
Cannes film festival: Threading together three stories from distinct eras of Spanish life, this narrative triptych is superlatively acted and beautifully shot The Black Ball is a narrative triptych about the lives of three different Spanish men at various times: a meditation derived from Lorca about the secret history of gay men’s sexuality, which has been erased, excluded or denied – sexuality tr...
Cannes film festival: Threading together three stories from distinct eras of Spanish life, this narrative triptych is superlatively acted and beautifully shot The Black Ball is a narrative triptych about the lives of three different Spanish men at various times: a meditation derived from Lorca about the secret history of gay men’s sexuality, which has been erased, excluded or denied – sexuality transfigured into a mysterious, restorative poetry of the soul. In Lorca’s words, “only mystery keeps us alive” and in fact the small regret I have about this superlatively acted and beautifully shot film is that once the connection between the three narrative strands is explained, some of the mystery and poetry is lost. In 1932, Carlos (Milo Quifes) is a young man of a good family in Granada, who applies for membership of the elite “Casino” club but is turned down on the grounds of his rumoured homosexuality, blackballed in an oppressively elaborate ceremony presided over by politicians and clergymen, in which the white and black balls are solemnly rolled down a special chute. In 1939, Sebastián (played by the actor and musician Álvaro Lafuente Calvo) finds himself chaotically enlisted into the pro-Franco nationalist army during the civil war and falls in love with the wounded Republican prisoner-of-war that he is supposed to be guarding. This is Rafael (Miguel Bernardeau), an actor and footballer with Atlético Madrid, an impossibly handsome, captivatingly vulnerable man whose bandages ooze blood like the tears of a miraculous statue. Continue reading...
Key Points SOXX offers a more concentrated focus on chipmakers, while IYW focuses on the broader tech sector. SOXX has delivered significantly higher total returns over the past year and five years despite carrying higher volatility and a deeper historical drawdown. IYW provides broader sector exposure across 139 holdings compared to SOXX's narrow 30-stock portfolio. 10 stocks we like better than ...
Key Points SOXX offers a more concentrated focus on chipmakers, while IYW focuses on the broader tech sector. SOXX has delivered significantly higher total returns over the past year and five years despite carrying higher volatility and a deeper historical drawdown. IYW provides broader sector exposure across 139 holdings compared to SOXX's narrow 30-stock portfolio. 10 stocks we like better than iShares Trust - iShares Semiconductor ETF › Investors choosing between the iShares U.S. Technology ETF (NYSEMKT:IYW) and the iShares Semiconductor ETF (NASDAQ:SOXX) are essentially weighing broad software and hardware exposure against a hyper-focused, high-volatility bet on the semiconductor industry. Both funds are seasoned products from the iShares lineup, designed to capture the rapid growth of the digital economy through different lenses. While IYW casts a wide net across the domestic tech landscape, SOXX targets the specific companies that manufacture the hardware and circuitry powering modern computing. Here’s how they stack up. Snapshot (cost & size) Metric IYW SOXX Issuer iShares iShares Expense ratio 0.38% 0.34% 1-yr return (as of May 21, 2026) 50.51% 147.5% Dividend yield 0.12% 0.36% Beta (5Y monthly) 1.30 2.06 Assets under management (AUM) $21.5 billion $29.6 billion SOXX offers a slight advantage on both fees and income, with a lower expense ratio and higher dividend yield. While the difference is minor on both fronts, it could make a difference over time. Performance & risk comparison Metric IYW SOXX Max drawdown (5 yr) -39.4% -45.8% Growth of $1,000 over 5 years (total return) $2,674 $3,904 What's inside SOXX focuses specifically on semiconductor stocks, with just 30 holdings. Its largest positions include Micron Technology, Advanced Micro Devices, and Broadcom, and it has paid $1.67 per share in dividends over the trailing 12 months. IYW provides broader exposure with 139 holdings from across the tech sector. Its top holdings include Nvidia, Apple, and Alphab...
Buyout firm Lone Star Funds is in the early stages of exploring a sale of IKB Deutsche Industriebank AG nearly two decades after investing in the German lender, according to people with knowledge of the matter. The sale is attracting early interest from potential bidders including France’s Credit Agricole SA , one of the people said, asking not to be identified because the information is private. ...
Buyout firm Lone Star Funds is in the early stages of exploring a sale of IKB Deutsche Industriebank AG nearly two decades after investing in the German lender, according to people with knowledge of the matter. The sale is attracting early interest from potential bidders including France’s Credit Agricole SA , one of the people said, asking not to be identified because the information is private. IKB, one of the European banks hit badly by the subprime crisis almost two decades ago, was rescued by a consortium including Germany’s state-owned development bank. Lone Star acquired a more than 90% stake in the German lender in 2008. IKB now provides financing for midsize German companies. Among more recent troubles, the German bank was among a list of lenders exposed to Market Financial Solutions Ltd. , the UK mortgage-finance company that collapsed into a UK form of insolvency this year. Lone Star has made several attempts to exit the German lender over the years. IKB Chief Executive Officer Michael H. Wiedmann told Bloomberg News in 2021 that the bank was considering an initial public offering or a sale within two years. The current deliberations are preliminary and may not result in a transaction, the people said. Representatives for Lone Star and Credit Agricole declined to comment. IKB couldn’t immediately be reached for comment. Lone Star has been active in financial services deals in Europe in recent years. It sold Portugal’s Novo Banco SA to France’s Groupe BPCE last year, earning the private equity firm a huge windfall from the bet it made on the sector’s recovery almost a decade ago. It was also among potential buyers of Ireland’s third-largest bank, Permanent TSB Group Holdings Plc., before Bawag Group AG won the a process in a €1.6 billion deal.
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is drawing little fresh upside after its latest earnings beat because traders may already be heavily positioned in the stock. NVDA stock dipped 1% on Thursday opening trading. Nvidia delivered stronger-than-expected first-quarter results, lifted its outlook and expanded its capital return plan, but shares were barely moving in premarke...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is drawing little fresh upside after its latest earnings beat because traders may already be heavily positioned in the stock. NVDA stock dipped 1% on Thursday opening trading. Nvidia delivered stronger-than-expected first-quarter results, lifted its outlook and expanded its capital return plan, but shares were barely moving in premarket trading. Goldman Sachs said the muted reaction likely reflects how crowded the trade has become. Nvidia has been widely owned across retail investors, mutual funds and hedge funds, but Goldman's trading desk said positioning may now be close to saturated. Bloomberg reported that Nvidia positioning was near the top of a 1-to-10 scale, and the stock may no longer be viewed as a max long by many investors. Nvidia may also be seeing less price reaction because of options activity. Dealers are said to be long gamma from heavy call overwriting, which can dampen swings and keep volatility lower than many traders expect even after a strong report.
Single-sex toilets and changing rooms in England, Wales and Scotland must exclude transgender men and women, according to a new code of practice from the equalities watchdog. But the long-awaited guidance also says that businesses and service providers have to offer practical alternatives such as gender-neutral toilets for people who do not wish to use services for their biological sex. The Equali...
Single-sex toilets and changing rooms in England, Wales and Scotland must exclude transgender men and women, according to a new code of practice from the equalities watchdog. But the long-awaited guidance also says that businesses and service providers have to offer practical alternatives such as gender-neutral toilets for people who do not wish to use services for their biological sex. The Equality and Human Rights Commission (EHRC) document sets out how public bodies, businesses and other service providers should respond in practical terms to April 2025’s landmark supreme court ruling that sex in the Equality Act refers only to biological sex. The guidance will be seen as an incremental victory for gender-critical campaigners, who have long argued that trans women specifically should be excluded from women-only services. But critics fear it will consolidate a chilling effect as trans people avoid public places altogether. Trans advocacy groups had hoped that amendments made to the code by the EHRC in April, after feedback from the government, as well as consultation responses and extra legal advice, might result in a less blanket exclusion. The guidance does suggest it is feasible for clubs and associations to remain trans inclusive, by making themselves open to several protected characteristics at once, for example women or men and trans people. But in healthcare, where mixed-sex accommodation is not available, trans patients must be accommodated on the single-sex ward that accords with their biological sex. But the code also states it would not be proportionate to exclude a trans man from obstetrics and gynaecology outpatient services based on the objections of female patients. The guidance is clear that if a service provider admits a trans person to a service that aligns to their lived gender, that service can no longer be described as single sex and the provider is “very likely” to be at risk of legal challenge. The chair of the EHRC, Mary-Ann Stephenson, said...
Microsoft ( MSFT ) shares fell fractionally in midday trading on Thursday after The Information reported that Anthropic ( ANTHRO ) is in discussions with the Satya Nadella-led company about using its artificial intelligence processors. Talks are said to be at an early stage, the news outlet added , citing sources familiar with the matter. CNBC also reported that the two companies were in discussio...
Microsoft ( MSFT ) shares fell fractionally in midday trading on Thursday after The Information reported that Anthropic ( ANTHRO ) is in discussions with the Satya Nadella-led company about using its artificial intelligence processors. Talks are said to be at an early stage, the news outlet added , citing sources familiar with the matter. CNBC also reported that the two companies were in discussions. Microsoft and Anthropic did not respond to a request for comment from Seeking Alpha. The Redmond, WA-based Microsoft unveiled its latest artificial intelligence accelerator chip, the Maia 200, in January. The Maia 200 is built for inference and to improve the efficiency of token generation. The Maia 200 is built with Taiwan Semiconductor's ( TSM ) 3 nm process with native FP8/FP4 tensor cores, a redesigned memory system with 216GB HBM3e at 7 TB per second, and 272MB of on-chip SRAM, plus data movement engines. Microsoft agreed to invest $5B in Anthropic in November 2025, alongside Nvidia ( NVDA ). Anthropic also said at the time it was committed to spending $30B on Microsoft's Azure compute capacity and to contracting additional compute capacity up to one gigawatt, (This story has been updated with additional information.) More on Microsoft and Anthropic Microsoft: A Look At Whether Azure's 40% Growth Justifies The AI Spending Spree Microsoft: Heavy AI Buildout Vs. The Enterprise Moat Microsoft: How Ditching OpenAI Unlocks New AI Growth Catalysts Microsoft, EY to invest over $1B to boost AI adoption in enterprises OpenAI could pull off biggest IPO ever, Deutsche Bank says