Hemab Therapeutics Holdings, Inc. press release ( COAG ): Q1 GAAP EPS of -$23.98. Cash Position and Cash Runway: Cash, cash equivalents, and marketable securities totaled $163.5 million as of March 31, 2026, compared to $185.5 million as of December 31, 2025. More on Hemab Therapeutics Holdings, Inc. Hemab Therapeutics Begins IPO Effort On Positive Trial Results Hemab, Seaport surge as clinical-st...
Hemab Therapeutics Holdings, Inc. press release ( COAG ): Q1 GAAP EPS of -$23.98. Cash Position and Cash Runway: Cash, cash equivalents, and marketable securities totaled $163.5 million as of March 31, 2026, compared to $185.5 million as of December 31, 2025. More on Hemab Therapeutics Holdings, Inc. Hemab Therapeutics Begins IPO Effort On Positive Trial Results Hemab, Seaport surge as clinical-stage biotechs make trading debuts Seaport, Hemab price upsized IPOs eyeing $550M in proceeds Financial information for Hemab Therapeutics Holdings, Inc.
NVIDIA Corporation NVDA delivered a strong first-quarter fiscal 2027 report, with results topping expectations on continued AI infrastructure demand. The company reported non-GAAP earnings of $1.87 per share, beating the Zacks Consensus Estimate by 5.65%. Non-GAAP earnings per share grew 140% year over year and 18% sequentially. Revenues surged 85% year over year and 20% sequentially to $81.62 bil...
NVIDIA Corporation NVDA delivered a strong first-quarter fiscal 2027 report, with results topping expectations on continued AI infrastructure demand. The company reported non-GAAP earnings of $1.87 per share, beating the Zacks Consensus Estimate by 5.65%. Non-GAAP earnings per share grew 140% year over year and 18% sequentially. Revenues surged 85% year over year and 20% sequentially to $81.62 billion and surpassed the consensus mark by 3.63%. A standout metric was Data Center market platform performance, which continued to report strong growth, reflecting broad-based AI infrastructure buildouts across hyperscale and an expanding mix of enterprise, industrial and sovereign customers. NVDA’s New Platform Reporting Sharpens Demand Signals NVIDIA used the first quarter to formalize a reporting framework built around two market platforms — Data Center and Edge Computing. Within Data Center, it now breaks out Hyperscale and AI Clouds, Industrial and Enterprise (ACIE), a change management framed as a better reflection of where growth is coming from and how customers are deploying AI. Data Center revenues jumped 92% year over year and 21% sequentially to $75.25 billion, driven by the continued ramp of Blackwell-based systems and strength in networking. Within Data Center, Hyperscale revenues soared 115% year over year and 12% sequentially to $37.87 billion, while ACIE revenues surged 74% year over year and 31% sequentially to $37.38 billion. During the first quarter earnings call, management emphasized that the customer mix is broadening beyond hyperscalers, with growth in AI clouds, enterprise deployments and sovereign initiatives contributing meaningfully. The company also reiterated that its outlook does not assume any Data Center compute revenues from China, keeping a conservative stance on that market’s near-term contribution. Edge Computing revenues increased 29% year over year and 10% sequentially to $6.37 billion, driven by workstation demand even as consumer PC tr...
Nordroden/iStock via Getty Images ERock Is Growing With A Large Backlog, And Operating Losses ERock, Inc. ( EROC ) has filed to raise capital for its expansion plans via an IPO, according to an S-1 registration statement . The firm manufactures and services natural gas power generation equipment for industrial and other uses in the United States. Its backlog is growing rapidly, but the company sti...
Nordroden/iStock via Getty Images ERock Is Growing With A Large Backlog, And Operating Losses ERock, Inc. ( EROC ) has filed to raise capital for its expansion plans via an IPO, according to an S-1 registration statement . The firm manufactures and services natural gas power generation equipment for industrial and other uses in the United States. Its backlog is growing rapidly, but the company still isn’t generating operating profit, so valuation discipline will be critical. What Does ERock Do? ERock provides distributed energy solutions to commercial and industrial customers using its low-emission, quick-response natural gas generator technologies. The company deploys its natural gas power systems via primarily three applications: Bridge power Backup power Dispatchable power ERock’s customer base consists of data centers, large commercial & industrial businesses and utilities. The firm’s revenue contribution by type in 2025 is shown in the pie chart here: SEC It boasts an installed base of approximately 1 gigawatt of power generation across several U.S. states, as shown in the map below: SEC The company is led by Chief Executive Officer John Carrington, who has been with the firm since June 2025 and was previously CEO of Stem, Inc., a listed provider of clean energy software and services and has a long history of energy industry expertise. ERock’s structure is that of a C corporation going public, with the underlying operating company an LLC, so the IPO will be an ‘Up-C’ type, with some of the proceeds from the IPO going to purchase LLC membership interests and some for the C corp’s future expansion plans. The company says it currently has a contracted power system sales backlog of approximately $1.3 billion, up nearly 780% year-over-year, with many new systems earmarked for Texas-based data-center projects, the state in which ERock’s headquarters are located. What is ERock’s Market? ERock operates in the U.S. distributed energy product and services market, which w...
straga/iStock via Getty Images Stocks for the week ended May 15 were 2,391 Bcf vs. 2,290 Bcf for the week ended May 8. Net change: +101 Bcf . Consensus: + 96B. Natural Gas Futures ( NG1:COM ) +0.5% to $ 3.02 /MMBtu. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( FCG ), ( UNL ), ( HNU:CA ) Click here to read the full EIA Weekly Natural Gas Storage Report. More on Natural Gas Futures, United States Natural Ga...
straga/iStock via Getty Images Stocks for the week ended May 15 were 2,391 Bcf vs. 2,290 Bcf for the week ended May 8. Net change: +101 Bcf . Consensus: + 96B. Natural Gas Futures ( NG1:COM ) +0.5% to $ 3.02 /MMBtu. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( FCG ), ( UNL ), ( HNU:CA ) Click here to read the full EIA Weekly Natural Gas Storage Report. More on Natural Gas Futures, United States Natural Gas Fund LP ETF, etc. Commodities: Oil Drops As Hopes For Persian Gulf Resolution Grow Why Oil Price Spikes Cause Recessions But High Prices Don't Commodities: Oil Rallies With U.S.-Iran Deadlock NATO weighs mission to reopen Strait of Hormuz - report Energy shock may turn deflationary, Michael Green says—CNBC interview
Chubb ( CB ) on Thursday announced an ~5% increase in its dividend payout and a new $7.5B share repurchase program. At the 2026 Annual General Meeting held in Zurich, Switzerland, shareholders approved a 5.2% increase in the annual dividend to $4.08 per share from $3.88 per share. The dividend will be payable out of legal reserves. The quarterly dividend of $1.02 per share will be payable on July ...
Chubb ( CB ) on Thursday announced an ~5% increase in its dividend payout and a new $7.5B share repurchase program. At the 2026 Annual General Meeting held in Zurich, Switzerland, shareholders approved a 5.2% increase in the annual dividend to $4.08 per share from $3.88 per share. The dividend will be payable out of legal reserves. The quarterly dividend of $1.02 per share will be payable on July 2 to shareholders of record at the close of business on June 12. The new stock buyback program is effective July 1, and has no expiration date. Timing and volume of the buybacks will be determined by the management. Repurchases are expected to be made in the open market, in privately negotiated transactions, block trades, accelerated repurchases, or through option or other forward transactions. The existing share repurchase program will remain effective through June 30. More on Chubb Chubb Limited 2026 Q1 - Results - Earnings Call Presentation Chubb: Still Boring, Still Profitable Chubb Limited (CB) Q1 2026 Earnings Call Transcript Chubb subsidiary prices $1B public offering of 5.30% senior notes due 2036 Chubb dividend preview: 29 year streak set for another raise
metamorworks/iStock via Getty Images Rigetti Computing ( RGTI ) shares surged Thursday alongside other quantum computing stocks ( QTUM ) after reports that the U.S. government is awarding $2B in grants to nine firms, including Rigetti, in deals that include government equity stakes. The stock was recently trading just under $21 a share at press time, up more than 20% intraday, putting it back near...
metamorworks/iStock via Getty Images Rigetti Computing ( RGTI ) shares surged Thursday alongside other quantum computing stocks ( QTUM ) after reports that the U.S. government is awarding $2B in grants to nine firms, including Rigetti, in deals that include government equity stakes. The stock was recently trading just under $21 a share at press time, up more than 20% intraday, putting it back near a key technical zone on the daily chart. Shares are now testing the 78.6% Fibonacci retracement level after rebounding from their spring lows, with the 200-day simple moving average near $23 sitting just above as the next major resistance area. The move also lifts Rigetti further above its 50-day simple moving average near $16.70, which had acted as shorter-term support during the stock’s recent consolidation. The RSI subgraph has risen sharply to around 60, showing renewed momentum, though the stock remains below the heavier resistance created by the 200-day average. Seeking Alpha More on Rigetti Computing Rigetti: 3 Long Years Ahead Rigetti Computing, Inc. (RGTI) Q1 2026 Earnings Call Transcript Rigetti Computing, Inc. 2026 Q1 - Results - Earnings Call Presentation IBM, D-Wave, Rigetti, GlobalFoundries confirm proposed U.S. quantum funding awards (update) Quantum computing is the latest U.S. government equity bet
China’s push for semiconductor self-reliance is hitting the capital markets. The parent company of Yangtze Memory Technologies Co (YMTC), the nation’s leading 3D NAND flash memory manufacturer, officially started the tutoring process for an initial public offering (IPO) on Tuesday, according to a filing with the China Securities Regulatory Commission. Citic Securities and China Securities are acti...
China’s push for semiconductor self-reliance is hitting the capital markets. The parent company of Yangtze Memory Technologies Co (YMTC), the nation’s leading 3D NAND flash memory manufacturer, officially started the tutoring process for an initial public offering (IPO) on Tuesday, according to a filing with the China Securities Regulatory Commission. Citic Securities and China Securities are acting as tutoring institutions. Meanwhile, its peer, ChangXin Memory Technologies (CXMT), China’s leading DRAM maker , is further along the listing track with an upcoming review by the listing committee scheduled for May 27, according to the Shanghai Stock Exchange. Advertisement Here is a run down on YMTC’s business, its technology and an explanation of why investors are watching closely. What is YMTC and what does it do? Founded in December 2016, YMTC is China’s leader in 3D NAND flash memory – the non-volatile storage used to hold data in solid-state drives (SSDs), smartphones, PCs and data centres.
seb_ra/iStock via Getty Images I don't really talk much about my own interests when I write these articles. However, I would like to point out that I am big into the chess collecting community. Although I purchased sets, boards, and other things, my primary area of concentration would be the chess clocks. I've got somewhere around 150 as of this writing. The reason why I bring this up is because s...
seb_ra/iStock via Getty Images I don't really talk much about my own interests when I write these articles. However, I would like to point out that I am big into the chess collecting community. Although I purchased sets, boards, and other things, my primary area of concentration would be the chess clocks. I've got somewhere around 150 as of this writing. The reason why I bring this up is because some of those have even been found on a platform known as 1stdibs.com ( DIBS ), which up until now I did not know was a publicly traded enterprise. Once I found out that it was, I had to dig in deeper. And what I found was that, in many respects, the company is doing a fine job at the moment. Lately, it has seen a bit of weakness, and that does deserve some attention. But the overall trend has been growing revenue and shrinking losses. Cash flows are moving in the direction of being positive, and some of those metrics even are right now. So on the whole, I would say that the company makes for a fascinating candidate. If management can continue to move the company in the direction that it has been moving it in, I would even say that calling it a ‘buy’ might make sense. But for now, I believe that rating it a speculative ‘hold’ is more appropriate. I’m not ready to bid on 1stdibs.com For those who are unfamiliar with 1stdibs.com, the company operates as an online marketplace that connects buyers and sellers of vintage, antique, and contemporary furniture, not to mention other items. These include home decor, jewelry, watches, art, and fashion related goods. And even though most of my chess clock purchases have occurred on other websites, I have purchased some on there as well. This means that the company serves a very niche role in the online shopping space. While other platforms such as eBay ( EBAY ) and Amazon ( AMZN ) are more mass market, this company is content to have a very narrow focus. And honestly, that kind of emphasis can certainly create a valuable and viable ente...
Iran’s Supreme Leader Ayatollah Mojtaba Khamenei has banned the transfer of the country’s near-weapons-grade uranium abroad, two senior Iranian sources told Reuters. The directive directly challenges a core U.S. and Israeli demand at ongoing peace talks. Israeli officials told Reuters that Trump has assured Israel that Iran’s highly enriched uranium stockpile will be removed from the country as pa...
Iran’s Supreme Leader Ayatollah Mojtaba Khamenei has banned the transfer of the country’s near-weapons-grade uranium abroad, two senior Iranian sources told Reuters. The directive directly challenges a core U.S. and Israeli demand at ongoing peace talks. Israeli officials told Reuters that Trump has assured Israel that Iran’s highly enriched uranium stockpile will be removed from the country as part of any final peace deal. Israeli Prime Minister Benjamin Netanyahu has maintained that the war will not end until the material is removed, proxy funding terminates, and Iran's ballistic missiles are eliminated. Western states point to Iran's 60% uranium enrichment as proof of a weapons program. Iran denies seeking nuclear arms, claiming the material is for medical and research purposes. The Iranian sources, speaking on condition of anonymity, told Reuters there is deep suspicion that the current, shaky ceasefire is a tactical deception by Washington before it renews airstrikes. Officials believe shipping the material abroad would strip the country of its primary strategic leverage and leave it highly vulnerable to future attacks. The current pause follows initial U.S.-Israeli strikes on Iran on February 28, which triggered retaliatory Iranian strikes against Gulf states hosting U.S. bases. Breakthroughs in the Pakistan-mediated talks remain stalled, aggravated by a U.S. port blockade and Tehran's grip on the vital Strait of Hormuz oil route. Trump stated the U.S. is prepared to resume military action if a deal is not reached, though he suggested Washington could wait a few days for the right answers. Before the war, Iran was willing to export half of its 60% enriched stockpile, but sources told Reuters that position was abandoned after direct threats from Trump. Iranian sources indicated to Reuters that technical formulas still exist to resolve the issue, suggesting Tehran could dilute the stockpile under the supervision of the International Atomic Energy Agency. More on...
During an interview with CNBC, Huang downplayed concerns of rising competition in the AI infrastructure space, stating that Nvidia is gaining share in the hyperscalers segment. Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading...
During an interview with CNBC, Huang downplayed concerns of rising competition in the AI infrastructure space, stating that Nvidia is gaining share in the hyperscalers segment. Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Huang said during the interview that AI has moved from generative to agentic, meaning the technology can now reason, understand the tasks given to it, plan, and perform the required work. He added that this shift has made tokens profitable, so AI model builders want more compute to generate more revenue, which has helped Nvidia’s sales. Huang also downplayed concerns of rising competition from its customers-turning-competitors like Amazon, which also has its own chip business. Nvidia Corp. (NVDA) CEO Jensen Huang on Thursday stated that the company has “big plans” for Anthropic, after the chip giant posted yet another beat-and-raise quarter on Wednesday. During an interview with CNBC, Huang downplayed concerns of rising competition in the AI infrastructure space, stating that Nvidia is gaining share in the hyperscalers segment. Read Next Loading... Loading... “We’re gaining share there because… we’ve always supported OpenAI, xAI, Meta, Microsoft and a whole bunch of other AI startups, but this year, we had the benefit of also winning Anthropic,” Huang said. He added that Nvidia is helping the OpenAI rival scale up and have more capacity to expand its reach and generate more revenue. “With Anthropic, we’re scaling very, very quickly. We’ve got big plans for them,” Huang said, while adding that Nvidia is gaining share in AI inference as well as hyperscalers. Nvidia shares were down 2% in Thursday’s opening trade. NVDA was among the top trending tickers on Stocktwits at the t...