Claudia Sheinbaum has responded to Donald Trump’s description of Mexico as the “epicenter of violence,” by calling on the US government to step up efforts to combat gun trafficking. “There is something that the US can help us a lot with: stop the trafficking of illegal weapons from the US to Mexico,” the president of Mexico said. “If they stopped the entry of illegal weapons from the United States...
Claudia Sheinbaum has responded to Donald Trump’s description of Mexico as the “epicenter of violence,” by calling on the US government to step up efforts to combat gun trafficking. “There is something that the US can help us a lot with: stop the trafficking of illegal weapons from the US to Mexico,” the president of Mexico said. “If they stopped the entry of illegal weapons from the United States into Mexico, then these groups wouldn’t have access to this type of high-powered weaponry to carry out their criminal activities.” Sheinbaum noted that 75% of guns used by cartels come from the United States. Mexico has repeatedly called on the US government to halt arms trafficking and in 2021 sued several American gunmakers, accusing them of “negligent marketing, distribution and sales”, though the suit was tossed out by the US supreme court last year. Sheinbaum’s comments responded to a speech made by Trump during a gathering of Latin American leaders at his Miami-area golf club on Saturday to establish what he called a “counter-cartel coalition”. “The epicenter of cartel violence is Mexico,” Trump said during his Shield of Americas summit with Latin American leaders on Saturday. “The Mexican cartels are fueling and orchestrating much of the bloodshed and chaos in this hemisphere and the United States government will do whatever is necessary to defend our national security.” Trump also called Sheinbaum a “beautiful woman” with a “beautiful voice” and said he had asked her to let him “eradicate the cartels” to which, according to Trump, Sheinbaum responded “No, no, no, please, president.” Trump has regularly threatened to invade Mexico in order to tackle drug trafficking groups, threats that Sheinbaum has repeatedly rebuffed. “It’s good that President Trump publicly says that when he has proposed that the United States military enter Mexico, we have said no,” she said on Monday. “Because it’s the truth.” Viri Ríos, a Mexican political analyst, called Trump’s comments “se...
Douglas Rissing The era of U.S. market dominance has reached its peak, according to Ruchir Sharma, chairman of Rockefeller International and founder and CIO of Breakout Capital. In an interview with CNBC, Sharma declared that “peak American exceptionalism” arrived in December 2024, and the current geopolitical conflict in the Middle East is serving as a catalyst for a fundamental “regime shift” th...
Douglas Rissing The era of U.S. market dominance has reached its peak, according to Ruchir Sharma, chairman of Rockefeller International and founder and CIO of Breakout Capital. In an interview with CNBC, Sharma declared that “peak American exceptionalism” arrived in December 2024, and the current geopolitical conflict in the Middle East is serving as a catalyst for a fundamental “regime shift” that will make new market highs extremely difficult to achieve. “I still feel that we have hit peak American exceptionalism,” Sharma said. “And for the next few years, that’s still going to be the big trend.” While historical data shows that markets typically decline around 4% in the first week following a major geopolitical conflict and then recover within a month, Sharma warns this time is different. The strategist noted that problems were already brewing in credit markets before the conflict erupted, making the current situation a “major derisking move” rather than a standard market correction. Sharma views the rising cost of commodities as the trigger that will ultimately end what he characterized as a bubble phase in the AI trade. Drawing parallels to historical market bubbles, he explained that every bubble in history ends when financial conditions tighten, and the current spike in commodity prices is creating exactly that effect. Adding to market concerns, the Federal Reserve is unlikely to intervene as it has in past crises. “I don’t see the Fed riding to the rescue anytime soon,” Sharma said, pointing out that the central bank has “missed their inflation target for 56 months in a row,” with core inflation remaining stuck near 3%. The U.S. currently maintains a temporary advantage over oil-importing nations due to its energy self-dependence, but Sharma characterized this outperformance as merely a “temporary pause.” He suggested that a prolonged conflict would lead investors to question the reliability of U.S. leadership and the administration’s credibility. Even if h...
On February 17, 2026, Frontier Capital Management reported selling 398,334 shares of Eagle Materials (EXP 2.19%), an estimated $87.91 million trade based on quarterly average pricing. What happened According to a February 17, 2026, SEC filing, Frontier Capital Management sold 398,334 shares of Eagle Materials (EXP 2.19%) during the fourth quarter. The estimated value of this trade, based on the qu...
On February 17, 2026, Frontier Capital Management reported selling 398,334 shares of Eagle Materials (EXP 2.19%), an estimated $87.91 million trade based on quarterly average pricing. What happened According to a February 17, 2026, SEC filing, Frontier Capital Management sold 398,334 shares of Eagle Materials (EXP 2.19%) during the fourth quarter. The estimated value of this trade, based on the quarterly average price, was $87.91 million. The fund ended the quarter with 545,349 shares in the company, and the holding's value decreased by $107.20 million, reflecting both trading and stock price changes. What else to know This was a sell transaction; the position now makes up 1.2% of reported 13F AUM, down from 2.0% in the prior quarter. Top holdings after the filing: NASDAQ: FTAI: $255.23 million (2.7% of AUM) NYSE: AMTM: $167.42 million (1.8% of AUM) NYSE: GVA: $145.10 million (1.5% of AUM) NYSE: ATI: $140.86 million (1.5% of AUM) NASDAQ: MDB: $126.79 million (1.3% of AUM) As of February 16, 2026, Eagle Materials shares were priced at $235.11, down 5.7% over the past year with a one-year alpha of (17.5) percentage points versus the S&P 500. Company overview Metric Value Revenue (TTM) $2.30 billion Net income (TTM) $430.13 million Dividend yield 0.52% Price (as of market close February 13, 2026) $235.11 Expand NYSE : EXP Eagle Materials Today's Change ( -2.19 %) $ -4.30 Current Price $ 192.49 Key Data Points Market Cap $6.2B Day's Range $ 188.81 - $ 193.35 52wk Range $ 188.81 - $ 243.64 Volume 9.3K Avg Vol 496K Gross Margin 28.30 % Dividend Yield 0.51 % Company snapshot Produces and supplies cement, concrete and aggregates, gypsum wallboard, and recycled paperboard, with main revenue from heavy construction and light building materials. Operates a vertically integrated business model, sourcing raw materials and manufacturing finished products for distribution to the construction industry. Serves commercial, residential, and public construction markets across the Unite...
Anthropic sues the Trump administration over 'supply chain risk' label toggle caption Eva Marie Uzcategui and Julien de Rosa/AFP via Getty Images Anthropic filed two federal lawsuits on Monday against the Trump administration alleging that Pentagon officials illegally retaliated against the company for its position on artificial intelligence safety. Defense Department officials last week designate...
Anthropic sues the Trump administration over 'supply chain risk' label toggle caption Eva Marie Uzcategui and Julien de Rosa/AFP via Getty Images Anthropic filed two federal lawsuits on Monday against the Trump administration alleging that Pentagon officials illegally retaliated against the company for its position on artificial intelligence safety. Defense Department officials last week designated Anthropic a supply chain risk, citing national security concerns. It followed CEO Dario Amodei's announcement that he would not allow the company's Claude's AI model to be used for autonomous weapons, or to surveil on American citizens. The lawsuit says the administration's decision to place the firm on what is effectively a blacklist that blocks Pentagon suppliers from using Claude is an attempt to punish the company over its AI guardrails. "The federal government retaliated against a leading frontier AI developer for adhering to its protected viewpoint on a subject of great public significance — AI safety and the limitations of its own AI model — in violation of the Constitution and laws of the United States," the lawsuit states, adding that Trump officials "are seeking to destroy the economic value created by one of the world's fastest-growing private companies." Sponsor Message A Pentagon spokesperson declined to comment. The lawsuits, filed in the U.S. District Court for the Northern District of California and the federal appeals court in Washington, D.C., allege the Trump administration violated the company's First Amendment rights and exceeded the scope of supply chain risk law by using the label against Anthropic. The suit is asking a federal judge to block Pentagon officials from enforcing the blacklist designation. It's the latest turn in what has been a contentious standoff pitting the Pentagon against Anthropic over the company's safety rules that govern its powerful services. Lawyers for Anthropic say in the suit that Claude was not developed to be used for l...
Jezz Bezos-founded Amazon.com Inc. has urged the Federal Communications Commission (FCC) to reject Elon Musk-led SpaceX’s proposal to launch a million satellites, citing concerns over feasibility and potential orbital congestion. Formal Objection Filed With FCC Amazon Leo has filed a formal objection with the FCC against SpaceX’s plan to deploy a vast satellite network. The filing, submitted on Fr...
Jezz Bezos-founded Amazon.com Inc. has urged the Federal Communications Commission (FCC) to reject Elon Musk-led SpaceX’s proposal to launch a million satellites, citing concerns over feasibility and potential orbital congestion. Formal Objection Filed With FCC Amazon Leo has filed a formal objection with the FCC against SpaceX’s plan to deploy a vast satellite network. The filing, submitted on Friday, argues that the project is more speculative than practical and would take centuries to complete. "In short, the Application seems to describe a lofty ambition rather than a real plan—and a speculative placeholder rather than a complete application under the Commission's rules," the company said in its filing. Don't Miss: Lack Of Detailed Plans Amazon criticizes the lack of detailed plans in SpaceX’s application, questioning the feasibility of deploying such a large constellation. The company points out that in 2025, a record-breaking year, only 4,526 satellites were launched globally, implying that achieving a million would be unrealistic. Amazon also raised concerns about the impact on other operators and the potential for orbital resource conflicts. The filing warns that approving SpaceX’s proposal could lead to unnecessary competition for orbital space, potentially affecting other satellite operators. SpaceX has not provided a specific timeline for the project, but envisions using its Starship rocket for deployment. The FCC has received over 1,200 comments on the proposal, with various stakeholders, including astronomers and rival companies, urging the commission to deny the application. Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights Amazon Vs. Spacex The rivalry between Amazon and SpaceX is intensifying as both companies aim to dominate the satellite internet market. Musk recently emphasized that SpaceX’s Starlink is making efforts to become more affordable, potentially in response to Amazon’s Kuiper project. SpaceX’s Star...
selvanegra/iStock via Getty Images Thesis Dyne Therapeutics ( DYN ) has just reported a 4Q25 GAAP EPS of -$0.76, which actually beat analyst expectations by about $0.02. Despite some big spending figures for 2025, the company still managed to maintain a healthy cash position of $1.1 billion. Based on the operational spend, this should be enough to fund operations into mid 2028 based on current spe...
selvanegra/iStock via Getty Images Thesis Dyne Therapeutics ( DYN ) has just reported a 4Q25 GAAP EPS of -$0.76, which actually beat analyst expectations by about $0.02. Despite some big spending figures for 2025, the company still managed to maintain a healthy cash position of $1.1 billion. Based on the operational spend, this should be enough to fund operations into mid 2028 based on current spending levels. Dyne has a pretty busy year ahead, and the most likely case is for spending to continue in line with what we saw in 2025. In my previous coverage , I focused on DYNE-101 and why it was so important for the company to build that strong cash positioning with the upcoming trials. In relation to DYNE-101, just yesterday, management announced the initiation of the Phase 3 HARMONIA trial, which will command a hefty sum of that cash position. However, the more positive news came from z-rostudirsen or DYNE-251 , in which we saw strong long-term cardiopulmonary data from the Phase 1/2 DELIVER trial. Dyne Therapeutics F Y25 financial overview On 4Q25/FY25 earnings , we saw Dyne report notably higher spending and again losses in 2025. Since they’re still scaling clinical development and preparing for potential commercialization of their neuromuscular disease therapies, this is understandable. R&D expenses hit $398.3 million for the year, up from $281.4 million in 2024. This is a pretty big spend with the main investment going into some late-stage clinical trials. 4Q25 R&D expenses were also pretty high at $95.4 million, again an increase over 4Q24. Elsewhere, administrative costs also increased, with G&A reaching $69.9 million in 2025 compared to $62.5 million in 2024, with 4Q25 making up $20.7 million of that figure. Total operating expenses for the year came in at a hefty $468.2 million compared to the $343.9 million figure we saw in 2024. The company is definitely still transitioning from earlier-stage development into more capital-intensive registrational studies the...
伊朗局勢|特朗普擬放寬石油制裁抑油價 對穆傑塔巴任最高領袖感失望 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普對伊朗推選穆傑塔巴作新任最高領袖表示失望。 特朗普認為交由穆傑塔巴帶領伊朗只會繼續帶來...
伊朗局勢|特朗普擬放寬石油制裁抑油價 對穆傑塔巴任最高領袖感失望 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普對伊朗推選穆傑塔巴作新任最高領袖表示失望。 特朗普認為交由穆傑塔巴帶領伊朗只會繼續帶來問題,又聲稱不適宜評論穆傑塔巴是否將遭受攻擊。至於國際油價高企問題,特朗普指將豁免部分石油制裁措施降低油價,重申會確保霍爾木茲海峽安全,適時會派軍艦為通過海峽的船隻護航,警告若伊朗試圖切斷石油供應,將遭受美國更猛烈的攻擊。他早前接受哥倫比亞廣播公司專訪時聲稱正考慮接管霍爾木茲海峽。伊朗革命衛隊警告若美國和以色列繼續行動,將不容許石油經海峽輸出。
Denis Shevchuk/iStock via Getty Images By Parshwa Turakhiya Natural gas futures ( NG1:COM ) are stabilizing after one of the most volatile stretches in the energy complex this year. Prices are trading near $3.36 after rebounding from the $3 region as traders begin pricing in a potential global supply squeeze tied to Qatar’s LNG shutdown. LNG disruption fuels rebound The rise is part of worries th...
Denis Shevchuk/iStock via Getty Images By Parshwa Turakhiya Natural gas futures ( NG1:COM ) are stabilizing after one of the most volatile stretches in the energy complex this year. Prices are trading near $3.36 after rebounding from the $3 region as traders begin pricing in a potential global supply squeeze tied to Qatar’s LNG shutdown. LNG disruption fuels rebound The rise is part of worries that problems with LNG shipments from the Middle East will make supply tighter in Asia and Europe in the next few weeks. Analysts say it could take several weeks to get Qatar's full export capacity back, even if tensions between countries calm down quickly. Natural gas is trying to build a base again after a sharp drop that happened after the price rose to almost $7 in January. That earlier surge was fueled by panic-hedging as traders moved to price in supply risk. Once the immediate fears faded, prices retraced sharply as speculative positions unwound. The recent recovery from the $2.9-3 area suggests buyers are stepping in near a long-term ascending trendline that has supported the market since late summer. Technical structure shows stabilization but resistance remains In technical view, natural gas is showing early signs of stabilization, but the overall structure continues to encounter strong resistance. At the moment, the market is testing the 20-day EMA near $3.17, but has not yet pierced the intense resistance clustering as seen in the 50-day, 100-day, and 200-day averages between roughly $3.49 and $3.63. Natural gas price dynamics (Source: TradingView) The momentum indicators show the drift towards a more even market. The daily RSI is back to about 52, after tumbling into oversold territory in the recent selloff. That indicates the selling pressure has abated and indicates that the recent rebound may be indicative of a consolidation phase rather than a temporary bounce in the market. From a technical standpoint, natural gas is showing early signs of stabilization but ...
Die-hard Chevrolet Bolt fans rejoiced when General Motors announced it was bringing a refreshed version of the EV subcompact back into production. The GM brand gave a lot of credit to those owners — and to Bolt supporters within General Motors — for the car’s revival. But fandom alone doesn’t restart a multimillion-dollar program. The math has to pencil out in more ways than one. An examination of...
Die-hard Chevrolet Bolt fans rejoiced when General Motors announced it was bringing a refreshed version of the EV subcompact back into production. The GM brand gave a lot of credit to those owners — and to Bolt supporters within General Motors — for the car’s revival. But fandom alone doesn’t restart a multimillion-dollar program. The math has to pencil out in more ways than one. An examination of GM’s business and market conditions at the time it was approved hints at what compelled the automaker to bring the Bolt back. It started with GM’s factory capacity. The U.S. automaker had capacity to spare at its Fairfax Assembly Plant in Kansas. The factory previously made the Chevy Malibu, which ended production two years ago, and it isn’t going to start making Chevy Equinox SUVs until mid-2027 or Buick Envisions until 2028. Into that gap went the Bolt. Perhaps more critical to the Bolt’s comeback was the broader availability of EV-specific parts, which helped bring the costs of the new model down. It’s not built on a flashy new platform, instead relying on incremental improvements to make the final product better. TechCrunch recently drove the new Bolt. It is compelling enough to suggest it will give GM an EV sales bump in an uncertain U.S. market. The original 2017 Bolt was GM’s first dedicated EV in 20 years. It was a ground-up effort, which meant the company had to design and build the motor and battery management system while also coordinating with LG Chem (now LG Energy Solution) to make the battery pack. The car got an entirely new chassis that wasn’t a rehashed version of an internal combustion engine platform. None of those items are cheap. Fast forward to today, and GM sells about a dozen all-electric models in the U.S. across the Chevrolet, Cadillac, and GMC brands. That gave it plenty of parts and experience to draw upon when engineering the new Bolt. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next...
While fans were treated to some great drama on the pitch, what about the impact for clubs off it? Mansfield's game against Premier League leaders Arsenal was played in front of a packed stadium and picked to be shown live on BBC One, bringing in some welcome funds for the League One club. However, the Stags could have made more than 10 times what they earned from that home game if it was instead p...
While fans were treated to some great drama on the pitch, what about the impact for clubs off it? Mansfield's game against Premier League leaders Arsenal was played in front of a packed stadium and picked to be shown live on BBC One, bringing in some welcome funds for the League One club. However, the Stags could have made more than 10 times what they earned from that home game if it was instead played at Emirates Stadium. "After stripping out VAT and estimated matchday costs of around £20,000, Mansfield's gate receipts from their home tie against Arsenal at The One Call Stadium were likely in the region of £160,000," football finance expert Kieran Maguire told BBC Sport. "The FA takes 10% for its central pool, with the remainder split evenly between the two clubs, meaning both sides would have walked away with somewhere between £70,000 and £75,000. "Had the match been switched to the Emirates, the financial picture would have looked very different. "A sold-out Arsenal crowd at reduced cup prices, an average yield of around £35 per ticket (which is conservative, given the overall average at the Emirates was £84 in 2023-24), would have generated total receipts of approximately £2.1m. "Even after accounting for Arsenal's significantly higher hosting costs and giving the FA its share, each club could reasonably have expected to pocket around £800,000 to £900,000. "To put that in context for Mansfield, the average full-season matchday revenue for a bottom-half League One club in 2023-24 was around £3m. A single game at the Emirates would have been between a quarter and a third of that." It is one of the reasons many English Football League clubs were so annoyed when replays were scrapped, with CEO Trevor Birch arguing: "This is another traditional revenue stream lost for EFL clubs at a time when the financial gap between the biggest clubs and those further down the pyramid is widening."
Cathie Wood is a renowned investor. She has a long-term view, like Warren Buffett, but instead of investing in tried-and-true value stocks, Wood favors tech stocks that are disruptive innovators. These are tech companies that work in areas like artificial intelligence (AI), robotics, genomics, the blockchain, and autonomous vehicles. Wood is also an active trader. Her asset management firm, Ark In...
Cathie Wood is a renowned investor. She has a long-term view, like Warren Buffett, but instead of investing in tried-and-true value stocks, Wood favors tech stocks that are disruptive innovators. These are tech companies that work in areas like artificial intelligence (AI), robotics, genomics, the blockchain, and autonomous vehicles. Wood is also an active trader. Her asset management firm, Ark Invest, runs several actively managed exchange-traded funds (ETFs), and Wood never hesitates to increase a position if she sees long-term value. With that said, let’s examine three stocks that Wood bought recently, and assess whether they will be good fits for the everday investor's portfolio, too. AI Stock #1: CoreWeave (CRWV) Wood appears to be a big fan of CoreWeave (CRWV), the New Jersey-based cloud computing company that offers GPU-accelerated cloud infrastructure. CoreWeave sees a lot of demand for its services as companies seek computing power to design, train, and run AI software and products. Wood’s family of Ark ETFs purchased CRWV stock nine times in February, adding $49.43 million worth of shares to Ark Invest’s holdings. CRWV stock is up 88% since it started trading in late March 2025, soundly beating the S&P 500’s ($SPX) gain of roughly 20% in the same period — but shareholders have likely noticed that the stock has been retreating in recent months. Late last spring, CoreWeave stock was up more than 300%, but it has given back much of those gains as investors grow more skeptical of AI stocks. However, the stock’s drop has also given Wood an opening to scoop up shares in a stock that she now sees as undervalued. CRWV stock trades at a price-to-sales (P/S) ratio of 6.1 times, which is markedly better than the much higher ratio it had last summer. However, CoreWeave is coming off a difficult fourth quarter in which it reported strong revenue growth of 110% year-over-year (YOY) but still missed earnings expectations by posting a loss of $0.89 per share, versus analy...
tupungato/iStock Editorial via Getty Images Introduction Largely breaking down the AI revolution and the broader tech sector, I am surprised every time I realize I have not yet initiated coverage of a Mag 7 company here on Seeking Alpha. This is largely due to the extensive coverage from my colleagues, who do a great job, and I feel I don't have much to add, especially when it comes to stocks, whi...
tupungato/iStock Editorial via Getty Images Introduction Largely breaking down the AI revolution and the broader tech sector, I am surprised every time I realize I have not yet initiated coverage of a Mag 7 company here on Seeking Alpha. This is largely due to the extensive coverage from my colleagues, who do a great job, and I feel I don't have much to add, especially when it comes to stocks, which I am not particularly bullish or bearish enough to trade myself. Just recently, I started covering Alphabet ( GOOG ), talking about how I sold way too early and how I am planning on investing in it this time around. Today, I feel like the time has come for me to talk about Microsoft Corporation ( MSFT ), as I have just started buying the stock myself recently. I think I have an interesting perspective on it, since I long ago switched from using anything Microsoft-related, like Windows or Microsoft 365, and I don't particularly believe in Copilot's moat. At the same time, I think the reaction of the market regarding Microsoft is completely disconnected from reality. When something negative happens (say, slowing growth or higher CapEx spending ), the stock drops. When something neutral happens (investors get scared over the software sector ), the stock drops. When something positive happens (OpenAI ( OPENAI ) secures $110 billion in funding , or Anthropic ( ANTHRO ) falls off the government contracts and OpenAI takes its place ), Microsoft stock doesn't move. This comes from the fact that the market doesn't try to understand the AI, but it is largely focused on reacting to news about it. As I explained in my previous article about software selloff, someone is largely wrong about one part of the market, and it creates an opportunity for those willing to try and understand what's going on: I even came across an interesting point from Bank of America's senior analyst Vivek Arya, who called this sell-off "internally inconsistent." He basically said that while the hyperscalers ...
Astera Labs, Inc. (NASDAQ:ALAB) is one of the stocks on which Jim Cramer gave his opinions. Answering a caller’s query about the stock, Cramer said: Oh my god, this is such a red-hot stock. It’s incredible. The price-to-earnings multiple is behind. I always look at it, I say, when is this stock going to come in for sale? And it really doesn’t, and that is because it’s a very good company. A stock ...
Astera Labs, Inc. (NASDAQ:ALAB) is one of the stocks on which Jim Cramer gave his opinions. Answering a caller’s query about the stock, Cramer said: Oh my god, this is such a red-hot stock. It’s incredible. The price-to-earnings multiple is behind. I always look at it, I say, when is this stock going to come in for sale? And it really doesn’t, and that is because it’s a very good company. A stock market data. Photo by AlphaTradeZone on Pexels Astera Labs, Inc. (NASDAQ:ALAB) develops semiconductor-based connectivity solutions and software for cloud and AI infrastructure. The company’s products include intelligent connectivity platforms, smart retimers, cable modules, memory controllers, and system management software. Artisan Partners stated the following regarding Astera Labs, Inc. (NASDAQ:ALAB) in its fourth quarter 2025 investor letter: During the quarter, we initiated new positions in L3Harris, Astera Labs, Inc. (NASDAQ:ALAB) and Carvana. Astera Labs is a fabless provider of connectivity chips designed to address data, network and memory bandwidth bottlenecks in data centers. Modern GPUs and CPUs often can not operate at full performance due to limitations in how they connect to memory and networks, and Astera’s chips help remove these constraints to improve system efficiency. The company also enables communication across different types of chips, supporting the industry’s shift toward heterogeneous computing. With continued cloud growth and rising AI demand driving rapid data center expansion, we believe Astera has a strong long-term growth opportunity. We took advantage of a recent pullback to start a GardenSM position. While we acknowledge the potential of ALAB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stoc...
Astera Labs, Inc. (NASDAQ:ALAB) is one of the stocks on which Jim Cramer gave his opinions. Answering a caller’s query about the stock, Cramer said: Oh my god, this is such a red-hot stock. It’s incredible. The price-to-earnings multiple is behind. I always look at it, I say, when is this stock going to come in for sale? And it really doesn’t, and that is because it’s a very good company. A stock ...
Astera Labs, Inc. (NASDAQ:ALAB) is one of the stocks on which Jim Cramer gave his opinions. Answering a caller’s query about the stock, Cramer said: Oh my god, this is such a red-hot stock. It’s incredible. The price-to-earnings multiple is behind. I always look at it, I say, when is this stock going to come in for sale? And it really doesn’t, and that is because it’s a very good company. A stock market data. Photo by AlphaTradeZone on Pexels Astera Labs, Inc. (NASDAQ:ALAB) develops semiconductor-based connectivity solutions and software for cloud and AI infrastructure. The company’s products include intelligent connectivity platforms, smart retimers, cable modules, memory controllers, and system management software. Artisan Partners stated the following regarding Astera Labs, Inc. (NASDAQ:ALAB) in its fourth quarter 2025 investor letter: During the quarter, we initiated new positions in L3Harris, Astera Labs, Inc. (NASDAQ:ALAB) and Carvana. Astera Labs is a fabless provider of connectivity chips designed to address data, network and memory bandwidth bottlenecks in data centers. Modern GPUs and CPUs often can not operate at full performance due to limitations in how they connect to memory and networks, and Astera’s chips help remove these constraints to improve system efficiency. The company also enables communication across different types of chips, supporting the industry’s shift toward heterogeneous computing. With continued cloud growth and rising AI demand driving rapid data center expansion, we believe Astera has a strong long-term growth opportunity. We took advantage of a recent pullback to start a GardenSM position. While we acknowledge the potential of ALAB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stoc...
Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement acco...
Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. The developer has become increasingly vocal about Ethereum’s founding ethos in recent months. The timing of his rallying cries coincides with increased institutional adoption of the blockchain and excitement around its potential for tokenization. Buterin last month urged developers exploring intersections between Ethereum and AI to focus on use cases that foster human freedoms rather than simply pursuing artificial general intelligence. Buterin’s remarks come as he says people are growing increasingly concerned about control and surveillance by governments and corporations and how AI could interact with them. The goal is "de-totalization," Buterin said, referring to a scenario where humans are able to avoid a life controlled by a single entity. He named Starlink, Signal and X community notes as examples of technologies developers should aspire to while discouraging attempts "to be Apple or Google." He added that developers should build full-stack ecosystems from the wallet to AI-powered interfaces and hardware. Maximize saving for your retirement and cut down taxes: Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation . Build your own AI-powered index in minutes — and earn an uncapped 1% match when you move your portfolio to Public. Learn how it works. "Ethereum should conceptualize ourselves as being part of an eco...
Key Points Disney stock is at a 10-month low, but it might not last. The media giant in track to continue delivering double-digit earnings growth through at least the next two fiscal years. The arrival of new CEO Josh D'Amaro next week could be a game changer. 10 stocks we like better than Walt Disney › Shares of Walt Disney (NYSE: DIS) have buckled below $100 again. It's the first time in more th...
Key Points Disney stock is at a 10-month low, but it might not last. The media giant in track to continue delivering double-digit earnings growth through at least the next two fiscal years. The arrival of new CEO Josh D'Amaro next week could be a game changer. 10 stocks we like better than Walt Disney › Shares of Walt Disney (NYSE: DIS) have buckled below $100 again. It's the first time in more than 10 months that the entertainment giant isn't trading in the triple digits. It's an odd stock chart for a company that has more good news than bad in that span of time, but the markdowns aren't entirely unjustified. Disney is a provider of premium travel experiences worldwide, vulnerable when the global economy is coming under fire. Inflationary pressures are percolating, especially with the cost of the fuel required to get families going on road trips and on airplanes to get to its leading theme parks skyrocketing. With more money now going to fill up the tank -- as well as the unemployment rate creeping higher -- there will be less money to go around to hit up the multiplex, subscribe to premium streaming video services, and hop on a cruise ship. 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 » Advertisers also tend to pare back when the economy is iffy. Why pay up for a lead when the target of that campaign is less likely to part with shrinking disposable income? This may seem like a villainous turn for the company that's been crafting happy endings for the past 100 years, but it's always darkest before the dawn -- of a turnaround? I think the House of Mouse could be bottoming out here. In the words of its iconic Carousel of Progress attraction, it could be a great, big, beautiful tomorrow. Whistle while you work Fiscal 2025 was respectable. Revenue rose a mere 3%, but adjusted earnings and free cash ...
jetcityimage Ollie’s Bargain Outlet ( OLLI ) reports fourth quarter results before the market opens on Thursday, March 12, with consensus estimates looking for an adjusted profit of $1.41 per share on $783.7M in sales, an increase of 18% and 17% from a year ago, respectively. For RBC Capital analyst Steven Shemesh, the discount retailer should report a solid quarter with comparable sales expected ...
jetcityimage Ollie’s Bargain Outlet ( OLLI ) reports fourth quarter results before the market opens on Thursday, March 12, with consensus estimates looking for an adjusted profit of $1.41 per share on $783.7M in sales, an increase of 18% and 17% from a year ago, respectively. For RBC Capital analyst Steven Shemesh, the discount retailer should report a solid quarter with comparable sales expected to increase 3.5% thanks to a strong second half of December, an encouraging result given that December is typically the toughest comparison of the quarter. But for the current quarter, the results could be “noisier” thanks to Winter Storm Fern, although improving throughout March as higher tax refunds are paid. Looking towards Ollie’s ( OLLI ) 2026 performance, Shemesh thinks investors “underappreciate” the company’s earnings power as fears of lapping Big Lots’ share gains are overblown. Big Lots share gains shouldn’t be viewed as a one-time event, Shemesh argues, especially if the stores remain closed. “Ollie’s isn’t a high-frequency store, so ex-Big Lots shopper conversion could happen over several years,” he adds. “After a few years of disruption from higher supply chain costs, subpar distribution center throughput, and a high promotional retail environment, OLLI is nearly back to delivering on-algorithm results. We expect continued progress to result in strong earnings growth and modest multiple expansion,” Shemesh says in his note. For that reason, he maintains his Outperform outlook for the stock with a $147 price target, representing 35% upside to Friday's close. Ollie’s Bargain Outlet ( OLLI ) is viewed favorably by both Seeking Alpha authors and Wall Street analysts with a Buy consensus. Seeking Alpha’s Quant rating also considers Ollie’s a Buy with a Quant score of 3.74 out of 5. More on Ollie's Bargain Outlet Ollie's Bargain Outlet Is A Way To Invest In Retail Sector Weakness Ollie's Bargain Outlet Holdings: Visible Low-Teens Earnings Growth Ollie's Bargain Outle...
enGene Holdings press release ( ENGN ): Q1 GAAP EPS of $0.44. As of January 31, 2026, cash, cash equivalents and marketable securities were $312.5 million. Total operating expenses were $31.2 million for the three months ended January 31, 2026, compared to $26.6 million for 2025. More on enGene Holdings enGene: Two Major Catalysts On Deck For 2nd Half Of 2026 enGene Holdings: A Potential Oncology ...
enGene Holdings press release ( ENGN ): Q1 GAAP EPS of $0.44. As of January 31, 2026, cash, cash equivalents and marketable securities were $312.5 million. Total operating expenses were $31.2 million for the three months ended January 31, 2026, compared to $26.6 million for 2025. More on enGene Holdings enGene: Two Major Catalysts On Deck For 2nd Half Of 2026 enGene Holdings: A Potential Oncology Entrant enGene extends momentum with another 14% surge on Friday enGene Holdings GAAP EPS of $2.29 Seeking Alpha’s Quant Rating on enGene Holdings
Under Federal Pressure, More Gender Clinics Halt Procedures On Minors Authored by Janice Hisle via The Epoch Times, Mounting political, financial, and legal pressures are poised to put more youth gender clinics out of business - or could force them to scale back services. During the first two months of 2026, about a half-dozen U.S. gender clinics announced they would pause or discontinue some trea...
Under Federal Pressure, More Gender Clinics Halt Procedures On Minors Authored by Janice Hisle via The Epoch Times, Mounting political, financial, and legal pressures are poised to put more youth gender clinics out of business - or could force them to scale back services. During the first two months of 2026, about a half-dozen U.S. gender clinics announced they would pause or discontinue some treatment programs for minors, according to hospital announcements and news reports reviewed by The Epoch Times. The curtailment trend , which began in 2021 when states began passing laws to ban medical interventions on minors, picked up steam last year when President Donald Trump issued a wide-ranging executive order to guard against what he calls “surgical and chemical mutilation” of children—procedures that advocates refer to as “gender-affirming care.” A wave of clinic closures and increased restrictions followed, buoyed by a mid-2025 Supreme Court ruling that upheld Tennessee’s statewide ban on medical transitions for minors. And this year, in a landmark verdict , a New York jury awarded a woman $2 million in a gender-transition medical malpractice case; many similar cases are pending. Within days of the Jan. 30 decision, two major medical organizations—the American Society of Plastic Surgeons and the American Medical Association—recommended delaying transition procedures until adulthood. Several clinics that ended some gender treatments last month emphasized that mental health services would remain unaffected. University of Utah Health confirmed that it will “discontinue hormonal transgender treatment for all patients under the age of 18, effective April 15, 2026,” an emailed statement said. NYU Langone Health released a statement last month in which it cited a hospital leadership change and “the current regulatory environment” as reasons for stopping its Transgender Youth Health Program. New York state Sen. Kristen Gonzalez said she considers those treatments “essential ...