Earnings Call Insights: AEye, Inc. (LIDR) Q4 2025 Management View Matthew Fisch, CEO & Chairman, highlighted that "2025 marked an important year for AEye as we continued building the foundation for commercial scale," citing expansion of the customer base, increased engagement activity, and revenue growth as key achievements. Fisch further stated, "we significantly strengthened our balance sheet, e...
Earnings Call Insights: AEye, Inc. (LIDR) Q4 2025 Management View Matthew Fisch, CEO & Chairman, highlighted that "2025 marked an important year for AEye as we continued building the foundation for commercial scale," citing expansion of the customer base, increased engagement activity, and revenue growth as key achievements. Fisch further stated, "we significantly strengthened our balance sheet, ending the year with nearly $87 million in cash, and we believe we are funded well into 2028." Fisch reported broader market interest, including "new RFIs, new strategic partnerships and additional autonomous trucking evaluation." He emphasized the launch of OPTIS, "our fully integrated physical AI solution," and STRATOS, "that firmly set the industry bar for detection range." In transportation and infrastructure, Fisch announced that AEye was selected by a major global transportation OEM for a program representing a "$30 million revenue opportunity," now in its first stage of deployment, with broader deployment expected in the second half of 2026. Fisch described a new strategic partnership with a distributor outside the US, a successful POC in Australia, ongoing smart intersection deployments, and an LOI with an IT attributions provider targeting Korea and APAC. Fisch highlighted the partnership with NVIDIA, "demonstrated Apollo LiDAR integrated with NVIDIA's next-generation DRIVE AGX Thor platform," and joining the NVIDIA Halos AI systems Inspection Lab. Conor Tierney, CFO & Chief Business Development Officer, stated, "In Q4, we shipped the highest number of Apollo units in our history," and that "active customer count has grown from 12 to 16." Tierney reported fourth quarter GAAP operating expenses of $8.3 million, up from $7.8 million in Q3, and a GAAP net loss of $7.3 million or $0.17 per share, compared to a GAAP net loss of $9.3 million or $0.30 per share in Q3. He noted "cash, cash equivalents and market level securities of $86.5 million" at year end and that AEye i...
Earnings Call Insights: Peraso Inc. (PRSO) Q4 2025 Management View CEO Ronald Glibbery stated that "we closed out 2025 with a solid fourth quarter that was in line with our guidance range and supported by continued year-over-year growth in mmWave product shipments." He highlighted a "6 fold" increase in mmWave product revenue compared to 2024, attributing this to customer demand and new design win...
Earnings Call Insights: Peraso Inc. (PRSO) Q4 2025 Management View CEO Ronald Glibbery stated that "we closed out 2025 with a solid fourth quarter that was in line with our guidance range and supported by continued year-over-year growth in mmWave product shipments." He highlighted a "6 fold" increase in mmWave product revenue compared to 2024, attributing this to customer demand and new design wins. Glibbery emphasized fixed wireless access as the company's largest market, noting customer traction with the DUNE platform and modules, and highlighted customer wins with Tachyon Networks and WeLink in 2025. He detailed a recent MikroTik product launch at Mobile World Congress as a significant development. Expansion into tactical communications was described as a "significant step forward" with a shift from prospect to definitive new market vertical. The CEO named InTACT as the lead defense contractor, citing a recent contract for Peraso's technology in a next-gen drone identification system and ongoing multi-project collaboration over two years. Additional adjacent market opportunities were referenced, including a collaboration with Virewirx for robotaxi fleet vehicles, which Glibbery described as potentially "one of the largest scale uses of our mmWave solutions to date." Glibbery alerted to a challenge: "Due to an unexpected delay in the receipt of key materials from one of our Asia-based suppliers, which as of today, we believe, is stuck in customs, we are unlikely to be able to fulfill a significant order that was previously scheduled for shipment during the first quarter...the delayed shipment is anticipated to result in more than $0.5 million impact on our anticipated revenue for the first quarter." CFO James Sullivan reported, "total net revenue for the fourth quarter was $2.9 million compared with $3.2 million for the prior quarter and $3.7 million for the fourth quarter of 2024." Sullivan added, "specific to sales of mmWave products, revenues were $2.4 million ...
On February 17, 2026, Cormorant Asset Management disclosed in a regulatory filing that it sold its entire stake in Arcellx (ACLX +0.10%), an estimated $63.63 million transaction based on last-disclosed position values. What happened According to an SEC filing dated February 17, 2026, Cormorant Asset Management sold 775,000 shares of Arcellx, fully liquidating its position. The quarter-end value of...
On February 17, 2026, Cormorant Asset Management disclosed in a regulatory filing that it sold its entire stake in Arcellx (ACLX +0.10%), an estimated $63.63 million transaction based on last-disclosed position values. What happened According to an SEC filing dated February 17, 2026, Cormorant Asset Management sold 775,000 shares of Arcellx, fully liquidating its position. The quarter-end value of the fund’s Arcellx stake declined by $63.63 million as a result of the exit. What else to know The fund’s sale of Arcellx reduced its position from 4.4% of 13F reportable AUM in the previous quarter to zero. Top holdings after the filing: NASDAQ:PRAX: $280.00 million (15.9% of AUM) NASDAQ:BBOT: $223.84 million (12.7% of AUM) NASDAQ:ABVX: $182.05 million (10.3% of AUM) NASDAQ:EYPT: $151.00 million (8.6% of AUM) NASDAQ:RAPP: $91.85 million (5.2% of AUM) As of Monday, Arcellx shares were priced at $114.51, up a staggering 60% over the past year and well outperforming the S&P 500’s roughly 19% gain in the same period. Company overview Metric Value Price (as of Monday) $114.51 Market capitalization $6.7 billion Revenue (TTM) $22.3 million Net income (TTM) ($228.9 million) Company snapshot Arcellx develops immunotherapies targeting cancer and incurable diseases, with lead candidates including CART-ddBCMA for multiple myeloma and pipeline assets for AML, MDS, and solid tumors. The company operates as a clinical-stage biotechnology company focused on research and development of cell-based therapies. It serves healthcare providers and research institutions seeking advanced oncology and hematology treatments for relapsed or refractory patient populations. Arcellx is advancing proprietary ddCAR and ARC-T cell platforms to address high unmet medical needs in relapsed or refractory cancers. The company’s pipeline includes multiple candidates targeting both hematologic malignancies and solid tumors. What this transaction means for investors Arcellx shares are up 80% this year, and there...
Nvidia's $1 Trillion Opportunity Huang has been bullish on opportunities such as data centers and AI chips in recent commentary from quarterly results and conferences. None of those comments may compare to Huang saying the $1 trillion figure at Monday's event. Huang said he expects Nvidia's revenue to double to $1 trillion through 2027, which comes after the company previously guided for visibilit...
Nvidia's $1 Trillion Opportunity Huang has been bullish on opportunities such as data centers and AI chips in recent commentary from quarterly results and conferences. None of those comments may compare to Huang saying the $1 trillion figure at Monday's event. Huang said he expects Nvidia's revenue to double to $1 trillion through 2027, which comes after the company previously guided for visibility of $500 billion for its AI chips. The new figure suggests demand for Blackwell and Vera Rubin chips could be even higher than the most optimistic bulls had been forecasting. The comments come as competition in the AI chip space could be rising and as the technology sector has faced pressure over whether the continued high spending by companies on AI and data center platforms and tools will continue. Huang's call for $1 trillion may provide new life into Nvidia stock, which is trading down year-to-date in 2026 as investors and analysts digest what exactly he meant and how revenue could play out in the future. Nvidia has beaten analyst estimates for revenue in 14 straight quarters. Guidance from the company calls for first-quarter revenue to be in a range of $76.44 billion to $79.56 billion, versus a previous Street estimate of $71.96 billion. Fiscal 2025 revenue for the company was $215.9 billion, up 65% year-over-year. Visibility of $1 trillion for AI chips could highlight the strong growth the company is likely to report in the coming fiscal years. Nvidia's Other GTC Announcements Huang's keynote wasn't the only headline for Nvidia on Monday. The company also announced an expanded partnership with Hyundai and Kia for autonomous driving built on Nvidia's DRIVE Hyperion Platform. The company also highlighted several new products. GTC 2026 continues through March 19, which could provide more opportunities for Nvidia to highlight upcoming products and partnerships. Nvidia shares could be volatile through the end of the trading week. Nvidia Stock Climbs Nvidia stock closed Mo...
In this article NVDA @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:12 04:12 Oil's decline led to an explosion of buying today, says Jim Cramer Mad Money with Jim Cramer CNBC's Jim Cramer on Monday welcomed the drop in oil prices that sent stocks higher, but said the real action for investors is unfolding at Nvidia's GTC artificial intelligence showcase this week. Nvidia s...
In this article NVDA @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:12 04:12 Oil's decline led to an explosion of buying today, says Jim Cramer Mad Money with Jim Cramer CNBC's Jim Cramer on Monday welcomed the drop in oil prices that sent stocks higher, but said the real action for investors is unfolding at Nvidia's GTC artificial intelligence showcase this week. Nvidia shares participated in a broad stock market rally that was fueled by President Donald Trump "allowing Iranian oil to get through the Strait of Hormuz," Cramer said on " Mad Money ." "That caused the price of crude to drop back to the mid-$90s, which is all that mattered to the [stock] averages," he added. The move eased fears that the escalating Iran war could disrupt global oil supplies and send prices even higher. Just a few days ago, Wall Street was bracing for a much worse scenario. West Texas Intermediate crude, the U.S. oil standard, settled down 5.3% to just under $94 per barrel on Monday, clearing the way for the S&P 500 to jump 1%. The Nasdaq surged 1.2% on the session, while the Dow Jones Industrial Average gained 0.8%. The S&P 500 closed sharply lower on Friday and suffered its first three-week losing streak in about a year. "We left here on Friday thinking the next stop for oil would be $150," worrying about what such a move could mean for gas prices, the voting booth, and stocks. A number of research notes warned that if crude kept rising, the S&P 500 could fall as much as 15% to 20%. While WTI did briefly top $100 per barrel Monday, it eventually gave up those gains and finished lower. That decline in oil triggered stock buying — particularly in AI stocks like Nvidia, whose CEO Jensen Huang kicked off the company's GTC developers conference on Monday, with a rousing keynote address. "[Investors] bought the hardware. They bought the software. They bought the infrastructure. They bought the data center. They bought everything that produces AI. ... They bought the...
Micron Technology has confirmed the completion of its acquisition of Powerchip Semiconductor Manufacturing Corp’s P5 facility in Tongluo, Taiwan, and revealed plans for a second fabrication plant at the same location. The move marks a significant expansion of the company’s manufacturing footprint on the island and is closely tied to the accelerating global demand for high‑performance memory - part...
Micron Technology has confirmed the completion of its acquisition of Powerchip Semiconductor Manufacturing Corp’s P5 facility in Tongluo, Taiwan, and revealed plans for a second fabrication plant at the same location. The move marks a significant expansion of the company’s manufacturing footprint on the island and is closely tied to the accelerating global demand for high‑performance memory - particularly next‑generation DRAM and high‑bandwidth memory (HBM) used in AI, data‑centre, and high‑performance computing systems The newly acquired Tongluo site is expected to support major product shipments from Micron’s existing fab beginning in fiscal 2028, with the company preparing for an additional development phase. Construction of a new facility, comparable in scale to the current one, is scheduled to begin by the end of fiscal 2026. This expansion will add around 270,000 square feet of cleanroom space designed to increase production of next‑generation DRAM, including high‑bandwidth memory (HBM). For the time being, Micron plans to operate the Tongluo facility as an extension of its vertically integrated mega-campus in Taichung, located approximately 15 miles away. The P5 site currently provides roughly 300,000 square feet of 300mm cleanroom space, which Micron says will be used to enhance output of advanced DRAM products. Retrofitting of the existing cleanroom is expected to begin this month. Micron’s investment activity is not limited to Taiwan. In Japan, reports indicate that land development has begun on the western side of Micron Memory Japan’s Hiroshima factory, covering about 9.5 hectares. Construction there is expected to continue until February 2028. The company is reportedly preparing to commence mass production of next‑generation DRAM and high‑performance memory for artificial intelligence applications by fiscal 2029, supported by an estimated ¥1.5 trillion investment. Japan’s Ministry of Economy, Trade and Industry is set to provide up to ¥536 billion in su...
Is the Great Software Stock Rout over? It's too soon to say, but some titles in the category enjoyed a bit of a comeback Monday. One was ServiceNow (NOW +1.18%), a specialist in optimizing IT workflows in businesses. Investors traded the company up by more than 1.1%, which was just good enough to beat the S&P 500 index's 1% bump. An analyst upgrade had more than a little to do with that. From hold...
Is the Great Software Stock Rout over? It's too soon to say, but some titles in the category enjoyed a bit of a comeback Monday. One was ServiceNow (NOW +1.18%), a specialist in optimizing IT workflows in businesses. Investors traded the company up by more than 1.1%, which was just good enough to beat the S&P 500 index's 1% bump. An analyst upgrade had more than a little to do with that. From hold to buy That upgrade was made by BNP Paribas Exane's Stefan Slowinski, who currently rates ServiceNow stock outperform, rather than his previous neutral. He also thinks it could hit $140 per share; his previous level was $120. According to reports, Slowinski believes ServiceNow has the qualities to succeed in the beaten-down software space. Specifically, the analyst believes a company needs to show stabilization in its core business, increased monetization of its artificial intelligence (AI) functionalities, and decent profit margins. Slowinski feels that the company is still in front of encouraging growth opportunities, to the point where it could post a roughly 20% increase in subscription revenue this year over last. Expand NYSE : NOW ServiceNow Today's Change ( 1.18 %) $ 1.34 Current Price $ 114.96 Key Data Points Market Cap $119B Day's Range $ 113.83 - $ 117.08 52wk Range $ 98.00 - $ 211.48 Volume 615K Avg Vol 18M Gross Margin 77.53 % AI for the win ServiceNow is an assertive and enthusiastic adopter of AI, and as such, I think this gives the company an edge. Its latest offerings lean heavily into active AI assistance, and this dovetails nicely with the needs of modern enterprises. ServiceNow stock was unfairly punished in many ways recently, and it's deserving of at least a new look by investors.
For a profitable company like QUALCOMM, the P/E ratio is a useful shorthand for how much investors are currently paying for each dollar of earnings. It captures what the market is willing to pay today in relation to the company’s actual profit, which many investors find intuitive when assessing value. Our Discounted Cash Flow (DCF) analysis suggests QUALCOMM is undervalued by 11.7%. Track this in ...
For a profitable company like QUALCOMM, the P/E ratio is a useful shorthand for how much investors are currently paying for each dollar of earnings. It captures what the market is willing to pay today in relation to the company’s actual profit, which many investors find intuitive when assessing value. Our Discounted Cash Flow (DCF) analysis suggests QUALCOMM is undervalued by 11.7%. Track this in your watchlist or portfolio , or discover 47 more high quality undervalued stocks . Putting all those discounted cash flows together gives an estimated intrinsic value of US$146.48 per share. Compared with the recent share price of US$129.39, the DCF suggests the stock trades at an 11.7% discount, which points to QUALCOMM being modestly undervalued on this measure. For QUALCOMM, the model used is a 2 Stage Free Cash Flow to Equity approach. The latest twelve month Free Cash Flow is about US$12.98b. Analyst forecasts and Simply Wall St extrapolations project Free Cash Flow of roughly US$13.52b in 2030, with a full set of annual estimates in between. All figures are expressed in US$ and discounted back to today using the DCF framework. A Discounted Cash Flow, or DCF, model takes the cash the business is expected to generate in the future and discounts it back into today’s dollars. The idea is simple: what matters is how much cash QUALCOMM can return to shareholders over time, expressed in present value terms. QUALCOMM currently holds a 5/6 valuation score . The sections ahead will compare different valuation methods to see how that score stacks up, before finishing with a broader way to think about what valuation really means for you. These moves have come alongside ongoing attention on QUALCOMM's role in the semiconductor sector and how investors view its long term prospects and risk profile. Recent market commentary has focused on how shifts in sentiment toward chipmakers are affecting pricing across the industry and where QUALCOMM fits within that discussion. The stock rec...
For a profitable company like QUALCOMM, the P/E ratio is a useful shorthand for how much investors are currently paying for each dollar of earnings. It captures what the market is willing to pay today in relation to the company’s actual profit, which many investors find intuitive when assessing value. Our Discounted Cash Flow (DCF) analysis suggests QUALCOMM is undervalued by 11.7%. Track this in ...
For a profitable company like QUALCOMM, the P/E ratio is a useful shorthand for how much investors are currently paying for each dollar of earnings. It captures what the market is willing to pay today in relation to the company’s actual profit, which many investors find intuitive when assessing value. Our Discounted Cash Flow (DCF) analysis suggests QUALCOMM is undervalued by 11.7%. Track this in your watchlist or portfolio , or discover 47 more high quality undervalued stocks . Putting all those discounted cash flows together gives an estimated intrinsic value of US$146.48 per share. Compared with the recent share price of US$129.39, the DCF suggests the stock trades at an 11.7% discount, which points to QUALCOMM being modestly undervalued on this measure. For QUALCOMM, the model used is a 2 Stage Free Cash Flow to Equity approach. The latest twelve month Free Cash Flow is about US$12.98b. Analyst forecasts and Simply Wall St extrapolations project Free Cash Flow of roughly US$13.52b in 2030, with a full set of annual estimates in between. All figures are expressed in US$ and discounted back to today using the DCF framework. A Discounted Cash Flow, or DCF, model takes the cash the business is expected to generate in the future and discounts it back into today’s dollars. The idea is simple: what matters is how much cash QUALCOMM can return to shareholders over time, expressed in present value terms. QUALCOMM currently holds a 5/6 valuation score . The sections ahead will compare different valuation methods to see how that score stacks up, before finishing with a broader way to think about what valuation really means for you. These moves have come alongside ongoing attention on QUALCOMM's role in the semiconductor sector and how investors view its long term prospects and risk profile. Recent market commentary has focused on how shifts in sentiment toward chipmakers are affecting pricing across the industry and where QUALCOMM fits within that discussion. The stock rec...
For a profitable company like QUALCOMM, the P/E ratio is a useful shorthand for how much investors are currently paying for each dollar of earnings. It captures what the market is willing to pay today in relation to the company’s actual profit, which many investors find intuitive when assessing value. Our Discounted Cash Flow (DCF) analysis suggests QUALCOMM is undervalued by 11.7%. Track this in ...
For a profitable company like QUALCOMM, the P/E ratio is a useful shorthand for how much investors are currently paying for each dollar of earnings. It captures what the market is willing to pay today in relation to the company’s actual profit, which many investors find intuitive when assessing value. Our Discounted Cash Flow (DCF) analysis suggests QUALCOMM is undervalued by 11.7%. Track this in your watchlist or portfolio , or discover 47 more high quality undervalued stocks . Putting all those discounted cash flows together gives an estimated intrinsic value of US$146.48 per share. Compared with the recent share price of US$129.39, the DCF suggests the stock trades at an 11.7% discount, which points to QUALCOMM being modestly undervalued on this measure. For QUALCOMM, the model used is a 2 Stage Free Cash Flow to Equity approach. The latest twelve month Free Cash Flow is about US$12.98b. Analyst forecasts and Simply Wall St extrapolations project Free Cash Flow of roughly US$13.52b in 2030, with a full set of annual estimates in between. All figures are expressed in US$ and discounted back to today using the DCF framework. A Discounted Cash Flow, or DCF, model takes the cash the business is expected to generate in the future and discounts it back into today’s dollars. The idea is simple: what matters is how much cash QUALCOMM can return to shareholders over time, expressed in present value terms. QUALCOMM currently holds a 5/6 valuation score . The sections ahead will compare different valuation methods to see how that score stacks up, before finishing with a broader way to think about what valuation really means for you. These moves have come alongside ongoing attention on QUALCOMM's role in the semiconductor sector and how investors view its long term prospects and risk profile. Recent market commentary has focused on how shifts in sentiment toward chipmakers are affecting pricing across the industry and where QUALCOMM fits within that discussion. The stock rec...
神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：AI不抢饭碗，它只让你的经验归零。别再死磕执行，唯有成为打破规模限制的“策划者”，才能在职业萎缩潮中活下来。文章来自编译。 AI 抢不走你的饭碗，它只是在你的注视下，让你积累的专业经验变得一文不值。这里有每个人都在尝试却注定失败的三种策略，以及一个真正奏效的转型方案。 周一早上，当你打开笔...
Key Points Devon’s ultra-low lifting costs and deep reserve inventory help it stay cash-flow positive through oil downturns. A free-cash-flow rebound could drive compounding per-share payouts over time. 10 stocks we like better than Devon Energy › Devon Energy (NYSE: DVN) combines low-cost oil production, a proven capital return framework, and a transformative merger that makes it structurally lar...
Key Points Devon’s ultra-low lifting costs and deep reserve inventory help it stay cash-flow positive through oil downturns. A free-cash-flow rebound could drive compounding per-share payouts over time. 10 stocks we like better than Devon Energy › Devon Energy (NYSE: DVN) combines low-cost oil production, a proven capital return framework, and a transformative merger that makes it structurally larger and more durable. Shares are currently trading under $50. Pillar one: A durable business built on low-cost production The long-term structural case for Devon starts at the wellhead. Production costs came in at $8.60 per Boe in Q4 2025, 3% below guidance, against a WTI price of $64.51 per barrel in February 2026. That spread is the margin of safety that keeps Devon profitable when oil dips. Even during the pandemic trough of April 2020, when WTI collapsed to $16.55 per barrel, Devon kept generating operating cash flow and maintained its dividend. The business did not break; it bent. 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 » The reserve base reinforces the durability argument. Devon holds 2.4 billion barrels of oil equivalent in proved reserves with a 193% reserve replacement rate, meaning it is replenishing what it produces at nearly twice the rate. That is not a company running down the clock on its assets. That is a company with decades of inventory ahead of it. The pending merger with Coterra Energy (NYSE: CTRA) adds another layer of durability. Devon shareholders will retain approximately 54% of the combined entity, and the deal targets $1 billion in annual pre-tax synergies, with a close expected in Q2 2026. The merged company becomes one of the largest independent shale operators in the country, with greater geographic diversification and more negotiating leverage across the supply chain. P...
An investment in crypto company BitMine Immersion Technologies (BMNR +13.44%) is one of the top sideways plays on the value of Ethereum. So when the currency does well, as it has lately, investors tend to welcome any move BitMine makes to expand its holdings. Sure enough, the company's regular Monday update indicated exactly that, and the market reacted by trading its stock up by almost 14%. Sprin...
An investment in crypto company BitMine Immersion Technologies (BMNR +13.44%) is one of the top sideways plays on the value of Ethereum. So when the currency does well, as it has lately, investors tend to welcome any move BitMine makes to expand its holdings. Sure enough, the company's regular Monday update indicated exactly that, and the market reacted by trading its stock up by almost 14%. Spring thaw? BitMine announced that morning it held 4,595,562 Ethereum, representing over 3.8% of the cryptocurrency's total supply. The company is known for its bulging Ethereum coffers, but it has other crypto and crypto-related assets too. On Sunday, its Bitcoin position stood at 196, while its stake in privately held Beast Industries (so named after its guiding light, social media celebrity Jimmy "Mr. Beast" Donaldson) totaled $200 million, and its shareholding in fellow crypto company Eightco Holdings was $83 million. Of these assets, all but Beast Industries saw increases over the previous Sunday. At that point, Ethereum holdings amounted to 4,534,563, the Bitcoin position was 195, and the Eightco stake was worth only $14 million. The company attributed its actions to favorable timing. It quoted its chairman, Tom Lee, as saying that "Bitmine has slightly increased the pace of Ethereum buys in each of the past two weeks, as our base case is Ethereum is in the final stages of the 'mini-crypto winter'." Expand NYSEMKT : BMNR Bitmine Immersion Technologies Today's Change ( 13.44 %) $ 2.76 Current Price $ 23.30 Key Data Points Market Cap $9.3B Day's Range $ 22.18 - $ 23.52 52wk Range $ 3.20 - $ 161.00 Volume 2.7M Avg Vol 44M Gross Margin 93.80 % Dividend Yield 0.05 % Possibly ephemeral Ethereum With its unique blend of assets, Bitmine is certainly an intriguing and offbeat stock in the cryptoverse. Is it a buy, though? While I personally hold a bit of crypto (including Ethereum), I'm something of a skeptic; Ethereum is a useful coin in numerous ways, but I would worry that it'l...
Key Points It just keeps adding to its holdings in the high-profile cryptocurrency. It also has a limited collection of related assets. 10 stocks we like better than Bitmine Immersion Technologies › An investment in crypto company BitMine Immersion Technologies (NYSEMKT: BMNR) is one of the top sideways plays on the value of Ethereum. So when the currency does well, as it has lately, investors ten...
Key Points It just keeps adding to its holdings in the high-profile cryptocurrency. It also has a limited collection of related assets. 10 stocks we like better than Bitmine Immersion Technologies › An investment in crypto company BitMine Immersion Technologies (NYSEMKT: BMNR) is one of the top sideways plays on the value of Ethereum. So when the currency does well, as it has lately, investors tend to welcome any move BitMine makes to expand its holdings. Sure enough, the company's regular Monday update indicated exactly that, and the market reacted by trading its stock up by almost 14%. 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 » Spring thaw? BitMine announced that morning it held 4,595,562 Ethereum, representing over 3.8% of the cryptocurrency's total supply. The company is known for its bulging Ethereum coffers, but it has other crypto and crypto-related assets too. On Sunday, its Bitcoin position stood at 196, while its stake in privately held Beast Industries (so named after its guiding light, social media celebrity Jimmy "Mr. Beast" Donaldson) totaled $200 million, and its shareholding in fellow crypto company Eightco Holdings was $83 million. Of these assets, all but Beast Industries saw increases over the previous Sunday. At that point, Ethereum holdings amounted to 4,534,563, the Bitcoin position was 195, and the Eightco stake was worth only $14 million. The company attributed its actions to favorable timing. It quoted its chairman, Tom Lee, as saying that "Bitmine has slightly increased the pace of Ethereum buys in each of the past two weeks, as our base case is Ethereum is in the final stages of the 'mini-crypto winter'." Possibly ephemeral Ethereum With its unique blend of assets, Bitmine is certainly an intriguing and offbeat stock in the cryptoverse. Is it a buy, though? While I ...
Federal judge halts RFK Jr.'s changes to children's vaccine policies toggle caption Samuel Corum/Getty Images A federal judge Monday dealt a major blow to the Trump administration's efforts to overhaul the nation's vaccine policies, including the controversial decision to slash the number of federally recommended vaccinations for children. U.S. District Court Judge Brian Murphy in Boston put a hol...
Federal judge halts RFK Jr.'s changes to children's vaccine policies toggle caption Samuel Corum/Getty Images A federal judge Monday dealt a major blow to the Trump administration's efforts to overhaul the nation's vaccine policies, including the controversial decision to slash the number of federally recommended vaccinations for children. U.S. District Court Judge Brian Murphy in Boston put a hold on the decisions made by an influential Centers for Disease Control and Prevention vaccine advisory committee, ruling that Health Secretary Robert F. Kennedy Jr. had improperly replaced the entire committee. The decision was hailed by the American Academy of Pediatrics and other leading health groups that brought the lawsuit, as well as infectious disease experts around the country. "Today's ruling is a historic and welcome outcome for children, communities, and pediatricians everywhere," said Dr. Andrew Racine, the pediatric academy's president. Sponsor Message The administration plans to appeal the decision, according to Department of Health and Human Services spokesman Andrew Nixon. "HHS looks forward to this judge's decision being overturned just like his other attempts to keep the Trump administration from governing," Nixon wrote in an email to NPR. Nixon, confirmed, however that the ruling had forced the CDC vaccine committee, the Advisory Committee on Immunization Practices, or ACIP, to postpone a meeting that was planned for Wednesday and Thursday. The committee was expected to raise new questions about the COVID-19 vaccines and possibly revamp how federal vaccine policies are formulated. The judge ruled that Kennedy and his committee had made arbitrary and capricious decisions, ignoring a long-used, well-regarded scientific process for developing vaccine policies. He wrote in his ruling, "the government has disregarded those methods and thereby undermined the integrity of its actions." The ACIP, whose members Kennedy fired and replaced largely with new members wh...