Antitrust law has come into sharper focus over the past year, with several high-profile cases, including in Big Tech. Bilal Sayyed, former Director of the FTC’s Office of Policy Planning and current competition counsel at TechFreedom, as well as counsel at the law firm Cadwalader, Wickersham and Taft, joins Bloomberg Intelligence litigation analysts Jennifer Rie and Justin Teresi on this Votes and...
Antitrust law has come into sharper focus over the past year, with several high-profile cases, including in Big Tech. Bilal Sayyed, former Director of the FTC’s Office of Policy Planning and current competition counsel at TechFreedom, as well as counsel at the law firm Cadwalader, Wickersham and Taft, joins Bloomberg Intelligence litigation analysts Jennifer Rie and Justin Teresi on this Votes and Verdicts episode to talk about the state of US antitrust enforcement one year into the Trump admini
iQoncept/iStock via Getty Images As earnings season winds down, investors are shifting focus to updated quant ratings following the latest wave of corporate results. The scores offer a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and estimate revisions after reporting quarterly performance. Of note, the State Street Health Care Select Sector...
iQoncept/iStock via Getty Images As earnings season winds down, investors are shifting focus to updated quant ratings following the latest wave of corporate results. The scores offer a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and estimate revisions after reporting quarterly performance. Of note, the State Street Health Care Select Sector SPDR ETF ( XLV ) which accounts for a substantial 12.12% of the S&P 500, has emerged as a laggard in the current market environment. The XLV has retreated 3.00% year-to-date, outpacing the 2.53% slide seen in the benchmark index. Seeking Alpha’s Quant system rates stocks on a scale from 1 to 5, classifying ratings of 3.5 or above as bullish and 2.5 or below as bearish. Post-earnings quant scorecard: Below is a summary of mid-cap real estate companies with market capitalizations between $30M and $2B ranked by their current factor scores. Top-quant rated stocks: Q32 Bio ( QTTB ), Quant Rating: 4.98, Strong Buy. Ironwood Pharmaceuticals ( IRWD ), Quant Rating: 4.97, Strong Buy. Century Therapeutics ( IPSC ), Quant Rating: 4.96, Strong Buy. BioAge Labs ( BIOA ), Quant Rating: 4.95, Strong Buy. Armata Pharmaceuticals ( ARMP ), Quant Rating: 4.95, Strong Buy. Bottom quant rated stocks: Medicus Pharma ( MDCX ), Quant Rating: 1.00, Strong Sell. CERo Therapeutics Holdings ( CERO ), Quant Rating: 1.00, Strong Sell. Artelo Biosciences ( ARTL ), Quant Rating: 1.00, Strong Sell. CASI Pharmaceuticals ( CASIF ), Quant Rating: 1.00, Strong Sell. Gossamer Bio ( GOSS ), Quant Rating: 1.01, Strong Sell. More on State Street Health Care Select Sector SPDR ETF Sector Rotation: Healthcare XLV Should Be The Next Stop VT: Still The Best Approach To Passive Investing Market Sector Review: Extreme Market Bifurcation Eli Lilly tops growth factor grades among S&P healthcare holdings Energy surges to the top as long-only investors rebalance portfolios: BofA Research
Both Taiwan Semiconductor (NASDAQ:TSM) and Advanced Micro Devices (NASDAQ:AMD) have been great long-term picks for investors. That’s a fact most investors are well aware of. That said, these companies are very different in terms of their business models and underlying fundamentals. Let’s dive into the key differences, and which stock may be a better bet for long-term ... AMD vs. TSMC: Which Chip S...
Both Taiwan Semiconductor (NASDAQ:TSM) and Advanced Micro Devices (NASDAQ:AMD) have been great long-term picks for investors. That’s a fact most investors are well aware of. That said, these companies are very different in terms of their business models and underlying fundamentals. Let’s dive into the key differences, and which stock may be a better bet for long-term ... AMD vs. TSMC: Which Chip Stock Actually Delivers the Smarter Return in 2026?
I think there's solid bullish cases that can be made for both stocks, and I've made bull cases for each in the past. That said, I do think that ultimately the forward-looking risk-reward setup arguably favors TSMC, given its lower valuation (a forward price-earnings ratio of just 25-times, compared to the same ratio of more than 30-times for AMD). Other key fundamental metrics are similar, meaning...
I think there's solid bullish cases that can be made for both stocks, and I've made bull cases for each in the past. That said, I do think that ultimately the forward-looking risk-reward setup arguably favors TSMC, given its lower valuation (a forward price-earnings ratio of just 25-times, compared to the same ratio of more than 30-times for AMD). Other key fundamental metrics are similar, meaning that companies like AMD that may need to spend more on Capex to achieve the same amount of growth (I'd argue most of TSMC's Capex has been spent) could mean higher margins for the latter company over the long-term. AMD is the Nvidia ( NASDAQ:NVDA ) rival that's been absolutely crushing it in terms of total returns and capital appreciation in recent years. With soaring demand for GPUs and compute for AI and hosts of other high-growth sectors, essentially any sort of technological growth we're going to see is essentially going to come as a result of more and more semiconductor purchases over time. And with increasing pricing power, one could make the argument that AMD is the preferable way to play the AI trend right now. Taiwan Semiconductor, or TSMC as I'm going to refer to the company as throughout this piece, is the quiet enabler of almost everything tied to the AI revolution. Fabricating the very chips that power the world's most impressive high-performance computing chip makers such as AMD and its peers, TSMC has carved out a very unique and profitable niche in what's turned out to be among the fastest-growing economic sectors we've ever seen. That said, these companies are very different in terms of their business models and underlying fundamentals. Let's dive into the key differences, and which stock may be a better bet for long-term investors looking for top-tier ways to play the AI revolution right now. TSMC trades at a lower earnings multiple (mid-20s) despite driving a 60% CAGR in AI-linked revenue over the next several years, while AMD commands a premium valuatio...
Monty Rakusen/DigitalVision via Getty Images By Paolo Pizzoli , Senior Economist, Italy, Greece The first batch of hard data for 2026 confirms that, even before the start of the war in the Middle East, the path towards a gradual recovery for the Italian economy was not a smooth one. January production data, released today, were softer than expected. In January, seasonally adjusted industrial produ...
Monty Rakusen/DigitalVision via Getty Images By Paolo Pizzoli , Senior Economist, Italy, Greece The first batch of hard data for 2026 confirms that, even before the start of the war in the Middle East, the path towards a gradual recovery for the Italian economy was not a smooth one. January production data, released today, were softer than expected. In January, seasonally adjusted industrial production was down 0.6% on the month (from -0.5% in December), with consumer goods, intermediate goods and – more markedly – investment goods all in contraction and only energy goods expanding. The working days adjusted aggregate measure was down 0.6% on the year (from +2.7% in December), signalling that leaving the long-lasting manufacturing recession is not a smooth process. A quick look at the sector performance shows that hierarchies were partially reshuffled in January. After playing the role of the laggard throughout 2025, transport equipment production was second only to energy production in the yearly growth ranking. Electronic equipment production kept rising, while pharmaceuticals, the manufacturing growth leader in 2025, moved into negative territory in January. Chemicals were the worst performer, and textile and apparel were confirmed in contraction territory. Developments in industrial production for the rest of the year remain highly uncertain. Strong links with the German economy could eventually support Italian industry as Germany rolls out its infrastructure and defence investment plans, but evolving energy market tensions linked to the Middle East conflict are adding both supply- and demand‑side risks. February business surveys have not yet captured these pressures, instead pointing to flat production and steady orders, but the March data may tell a different story. After an unexpectedly strong 0.3% quarterly GDP rise in late 2025, we expect growth to cool in the first quarter of 2026. Content Disclaimer This publication has been prepared by ING solely for inf...
jetcityimage Carvana ( CVNA ) rallied after the company announced the first stock split in its history. The board approved a 5-for-1 split of its common stock. CFO Mark Jenkins said the auto retailer believes the stock split achieves the important goal of keeping its stock accessible to all team members. "This decision follows significant stock appreciation as Carvana reached new all-time records ...
jetcityimage Carvana ( CVNA ) rallied after the company announced the first stock split in its history. The board approved a 5-for-1 split of its common stock. CFO Mark Jenkins said the auto retailer believes the stock split achieves the important goal of keeping its stock accessible to all team members. "This decision follows significant stock appreciation as Carvana reached new all-time records for units and profitability while continuing to lead the industry in growth in 2025," he noted. Carvana ( CVNA ) highlighted that it has a long history of company-wide equity and benefits programs. All tenured full-time team members across all roles are eligible to earn equity through their years of service with Carvana ( CVNA ). The company also offers a discounted Employee Stock Purchase Plan to encourage and facilitate long-term team member ownership. The stock split proposal will be submitted for the approval of Carvana's ( CVNA ) stockholders. If approved at the company's annual meeting on May 5, each record holder of Class A and Class B common stock as of the close of market on May 6 will receive four additional shares of common stock. Trading is expected to commence on a split-adjusted basis at the market open on May 7. Carvana ( CVNA ) went public in an IPO in April 2017 at a pricing level of $15 per share. Shares of Carvana ( CVNA ) were up 3.4% to $302.44 in early action on Friday. More on Carvana Carvana Co. (CVNA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Carvana: Profitability Restored, But GPU Sensitivity Caps The Upside Carvana: Moving Ahead Despite A Profitability Speed Bump Wholesale used auto prices rose in February ahead of the spring selling season Carvana fails to impress investors; CFO defends accounting practices
Hims & Hers Health Inc. shares are on pace for their best week on record as a new partnership with Novo Nordisk A/S fuels fresh optimism about the company’s future in weight-loss drugs. The San Francisco-based company’s stock has climbed about 51% so far this week, as of Thursday’s close. Shares have rallied in three out of the past four trading sessions, bouncing to a one-month high. Earlier this...
Hims & Hers Health Inc. shares are on pace for their best week on record as a new partnership with Novo Nordisk A/S fuels fresh optimism about the company’s future in weight-loss drugs. The San Francisco-based company’s stock has climbed about 51% so far this week, as of Thursday’s close. Shares have rallied in three out of the past four trading sessions, bouncing to a one-month high. Earlier this week, the telehealth company said it would work with Novo to sell blockbusters Ozempic and Wegovy on its platform, ending a feud between the firms. Novo also agreed to drop a lawsuit it filed against Hims last month. In return, Hims will no longer advertise compounded versions of Novo’s drugs, but it will still sell copies of Ozempic and Wegovy if a doctor says a patient needs them. “This deal alleviated near term concerns while almost putting Hims back on the right path for long-term growth with a branded partner,” Needham & Co analyst Ryan MacDonald said in an interview. Investors are betting that the pact with Novo will likely drive growth and chart a path forward for the telehealth company that had been embroiled in legal and regulatory setbacks. And that this time, the agreement will stick. Novo ended its initial partnership with Hims in June, accusing it of using “deceptive marketing.” At the time, Novo executives said Hims wasn’t stepping back enough from its practice of mass marketing compounded versions of the weight-loss drugs. Investors dumped Hims’ stock as questions grew about the firm’s weight-loss business as well as the risk of lawsuits from the Danish company. The selloff worsened early this year when Novo sued Hims for launching a copycat version of the Wegovy pill, even after Hims swiftly pulled it from the market following regulatory threats. Hims also gave a weaker-than-expected profit outlook for the first quarter. That led to a 46% plunge in February, a record monthly drop. The stock was down 52% year-to-date, erasing $3.8 billion in market value, be...
In a surprising turnaround, SentinelOne (NYSE:S) stock slid roughly 4% in Friday morning trading before recovering; soon, it was up 3% on the day. Investors continue to weigh SentinelOne’s landmark $1 billion annual recurring revenue (ARR) milestone against a backdrop of decelerating growth, a CFO departure, and persistent GAAP losses that refuse to go away. ... SentinelOne Down 4%, Then Up 3%: Ca...
In a surprising turnaround, SentinelOne (NYSE:S) stock slid roughly 4% in Friday morning trading before recovering; soon, it was up 3% on the day. Investors continue to weigh SentinelOne’s landmark $1 billion annual recurring revenue (ARR) milestone against a backdrop of decelerating growth, a CFO departure, and persistent GAAP losses that refuse to go away. ... SentinelOne Down 4%, Then Up 3%: Can $1B Revenue Milestone Quell Skepticism?
NewtekOne ( NEWT ) declares $0.19/share quarterly dividend , in line with previous. Forward yield 6.38% Payable April 1; for shareholders of record March 24; ex-div March 24. See NEWT Dividend Scorecard, Yield Chart, & Dividend Growth. More on NewtekOne Why NewtekOne's 8.625% Notes Deserve Investment-Grade Status NEWTO: 8.50% Senior Notes Exchange Offer From NewtekOne NewtekOne, Inc. (NEWT) Q4 202...
NewtekOne ( NEWT ) declares $0.19/share quarterly dividend , in line with previous. Forward yield 6.38% Payable April 1; for shareholders of record March 24; ex-div March 24. See NEWT Dividend Scorecard, Yield Chart, & Dividend Growth. More on NewtekOne Why NewtekOne's 8.625% Notes Deserve Investment-Grade Status NEWTO: 8.50% Senior Notes Exchange Offer From NewtekOne NewtekOne, Inc. (NEWT) Q4 2025 Earnings Call Transcript NewtekOne retires $95 million of senior unsecured notes NewtekOne targets $2.35 EPS midpoint for 2026 as ALP loan momentum accelerates
Earnings Call Insights: Douglas Elliman Inc. (DOUG) Q4 2025 Management View CEO Michael Liebowitz emphasized the company’s "strong momentum established by the decisive steps we took in 2025," highlighting strategic alignment, disciplined financial management, and a commitment to luxury service as core drivers for long-term value creation. Liebowitz detailed renewed international expansion, stating...
Earnings Call Insights: Douglas Elliman Inc. (DOUG) Q4 2025 Management View CEO Michael Liebowitz emphasized the company’s "strong momentum established by the decisive steps we took in 2025," highlighting strategic alignment, disciplined financial management, and a commitment to luxury service as core drivers for long-term value creation. Liebowitz detailed renewed international expansion, stating, "We continued expanding our brand internationally with our recent entry into the French Alps, building on our successful launches in Bordeaux, the French Riviera and Monaco." The CEO also described the formation of two new growth teams to "strategically recruit agents by highlighting our competitive advantage in serving the luxury real estate sector.” Product innovation was highlighted with the launch of Elliman Capital in New York, following its Florida debut, offering integrated real estate and finance services and broadening the company’s value proposition in flagship markets. Leadership changes included the appointments of Wendy Purvey as Chief Strategy Officer, Natalie Passerini as Chief Marketing Officer, and Chris Reyes as Chief Technology Officer. Liebowitz stated, "We are excited to welcome these accomplished leaders...as we continue to elevate our company and support our agents." Investments in technology and data were emphasized through the rollout of Elli AI and new market data reporting initiatives. Liebowitz reported, "Our revenues for 2025 increased by 3.8% year-over-year to $1.033 billion," with operating income of $45.5 million, a reversal from an operating loss in the prior year. A gain of $81.7 million from the sale of the Property Management division was noted as a key factor. The company ended the year with $115.5 million in cash and no long-term debt. CFO Bryant Kirkland stated, "We are confident that our positive momentum is continuing and has positioned Douglas Elliman for long-term success." Outlook Management expects 2026 to be "the beginning of ...
First Bancorp ( FBNC ) declares $0.24/share quarterly dividend , 4.3% increase from prior dividend of $0.23. Forward yield 1.79% Payable April 27; for shareholders of record March 31; ex-div March 31. See FBNC Dividend Scorecard, Yield Chart, & Dividend Growth.
First Bancorp ( FBNC ) declares $0.24/share quarterly dividend , 4.3% increase from prior dividend of $0.23. Forward yield 1.79% Payable April 27; for shareholders of record March 31; ex-div March 31. See FBNC Dividend Scorecard, Yield Chart, & Dividend Growth.
A London court blocked a bid by the chief executive officer of collapsed property lender Market Financial Solutions Ltd. to have his preferred officials oversee the insolvency of one of the group’s entities. On Friday, Judge Catherine Burton refused to allow Paresh Raja ’s proposed administrators BTG Begbies Traynors and Coots and Boots take control of Pearl Bridging Ltd., saying she was concerned...
A London court blocked a bid by the chief executive officer of collapsed property lender Market Financial Solutions Ltd. to have his preferred officials oversee the insolvency of one of the group’s entities. On Friday, Judge Catherine Burton refused to allow Paresh Raja ’s proposed administrators BTG Begbies Traynors and Coots and Boots take control of Pearl Bridging Ltd., saying she was concerned it was “almost like an administration by the back door.” The hearing took place as officials at BTG and Coots & Boots tried to “retrospectively” validate their prior appointment over Pearl Bridging, one of the dozens of firms within MFS that are now under intense scrutiny by creditors including Barclays Plc and Apollo Global Management Inc. ’s Atlas SP. Spokespeople for Raja, BTG and Coots & Boots didn’t immediately reply to request for comment. MFS, a sprawling group of companies controlled by Raja, collapsed last month amid allegations of fraud, owing more than £2 billion ($2.7 billion) to Wall Street investors. Creditors are trying to push individual units into administration — a UK form of insolvency — to improve their chances of recovering funds as they claim collateral backing their investments is just a fraction of what they expected. Raja, meanwhile, has sought to influence the process by appointing administrators himself rather than leaving the choice to creditors. In an earlier statement to Bloomberg, he denied any wrongdoing. In the case of Pearl Bridging, the judge dismissed the application, saying it would be “a strange state of affairs” for the proposed administrators to now claim to be creditors who could push for an administration order. She said that further evidence was needed on how Raja had sought to appoint the administrators in the first place. “You’re going to have to do quite a bit of work to persuade me,” she said.
Heartland Express ( HTLD ) declares $0.02/share quarterly dividend , in line with previous. Forward yield 0.84% Payable April 3; for shareholders of record March 24; ex-div March 24. See HTLD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Heartland Express Heartland Express: Selling Pressure Is Logical As The Stock Becomes Fully Priced (Rating Downgrade) Heartland Express Has Secularl...
Heartland Express ( HTLD ) declares $0.02/share quarterly dividend , in line with previous. Forward yield 0.84% Payable April 3; for shareholders of record March 24; ex-div March 24. See HTLD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Heartland Express Heartland Express: Selling Pressure Is Logical As The Stock Becomes Fully Priced (Rating Downgrade) Heartland Express Has Secularly Declining Returns On Capital Seeking Alpha’s Quant Rating on Heartland Express Historical earnings data for Heartland Express Dividend scorecard for Heartland Express
On February 17, 2026, Driehaus Capital Management disclosed a buy of Xenon Pharmaceuticals (NASDAQ:XENE) , adding 369,577 shares in an estimated $15.52 million trade based on quarterly average pricing. According to an SEC filing dated February 17, 2026, Driehaus Capital Management increased its position in Xenon Pharmaceuticals by 369,577 shares during the calendar fourth quarter ended December 31...
On February 17, 2026, Driehaus Capital Management disclosed a buy of Xenon Pharmaceuticals (NASDAQ:XENE) , adding 369,577 shares in an estimated $15.52 million trade based on quarterly average pricing. According to an SEC filing dated February 17, 2026, Driehaus Capital Management increased its position in Xenon Pharmaceuticals by 369,577 shares during the calendar fourth quarter ended December 31, 2025. The estimated value of the trade was $15.52 million, calculated using the quarter’s average share price. The total value of the position at quarter-end rose by $36.03 million, reflecting both the increased stake and the impact of market price changes. Xenon Pharmaceuticals is a clinical-stage biotechnology company specializing in the development of novel therapeutics for neurological conditions. The company’s strategy centers on advancing a robust pipeline of potassium and sodium channel modulators through late-stage clinical trials, supported by collaborations with leading industry partners. Xenon’s focus on differentiated, first-in-class treatments positions it to address significant unmet medical needs in epilepsy and related disorders. Continue reading