Early GO decision reached in CAPTIVATE ahead of Q2’26 guidance based on GO criteria of 20 confirmed responders achieved with less than 40 planned participants completing open-label Part A Phase 3 registrational trial of claseprubart evaluating 300mg/2mL Q2W and 300mg/2mL Q4W in generalized Myasthenia Gravis (gMG) expected to initiate in mid-2026; top-line results anticipated in 2H’28 Phase 2 MoMeN...
Early GO decision reached in CAPTIVATE ahead of Q2’26 guidance based on GO criteria of 20 confirmed responders achieved with less than 40 planned participants completing open-label Part A Phase 3 registrational trial of claseprubart evaluating 300mg/2mL Q2W and 300mg/2mL Q4W in generalized Myasthenia Gravis (gMG) expected to initiate in mid-2026; top-line results anticipated in 2H’28 Phase 2 MoMeNtum trial of claseprubart in Multifocal Motor Neuropathy (MMN) ongoing; top-line results on track for 2H’26 Phase 1 healthy volunteer data for DNTH212 anticipated in 2H’26; update on indication prioritization planned for 1H’26 $514.4 million of cash as of December 31, 2025 provides runway into 2028 Investor conference call and webcast to be held to discuss the CAPTIVATE trial interim responder analysis today, March 9, 2026 at 8:00 a.m. ET NEW YORK and WALTHAM, Mass., March 09, 2026 (GLOBE NEWSWIRE) -- Dianthus Therapeutics, Inc. (Nasdaq: DNTH), a clinical-stage biotechnology company dedicated to developing next-generation therapies to transform the treatment of severe autoimmune diseases, today reported financial results for the fourth quarter and full year ending December 31, 2025, announced a GO decision in the Phase 3 CAPTIVATE trial of claseprubart in Chronic Inflammatory Demyelinating Polyneuropathy (CIDP), and provided an update on other recent business achievements. “It is truly exciting to be part of a company developing potential best-in-disease therapies for patients suffering from severe autoimmune diseases. I am very proud of the impressive level of execution the Dianthus team continues to deliver against our ambitious goals,” said Marino Garcia, Chief Executive Officer of Dianthus Therapeutics. “With claseprubart, we are building a leading neuromuscular franchise with a target product profile that aims to combine best-in-class efficacy and safety with the convenience of an infrequent, subcutaneous, self-administered autoinjector that has the potential to meanin...
Private Advisor Group LLC increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 8.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 151,458 shares of the enterprise software provider's stock after acquiring an additional 11,545 shares during the period. Private Advisor G...
Private Advisor Group LLC increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 8.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 151,458 shares of the enterprise software provider's stock after acquiring an additional 11,545 shares during the period. Private Advisor Group LLC's holdings in Oracle were worth $42,596,000 at the end of the most recent quarter. Get Oracle alerts: Sign Up A number of other institutional investors and hedge funds also recently modified their holdings of the business. Mosaic Advisors LLC bought a new stake in Oracle during the third quarter worth $278,000. Flavin Financial Services Inc. grew its stake in Oracle by 9.3% in the 3rd quarter. Flavin Financial Services Inc. now owns 15,025 shares of the enterprise software provider's stock valued at $4,226,000 after purchasing an additional 1,283 shares during the period. Alamar Capital Management LLC bought a new position in Oracle in the 3rd quarter valued at $2,651,000. Certified Advisory Corp increased its position in shares of Oracle by 6.5% during the 3rd quarter. Certified Advisory Corp now owns 4,824 shares of the enterprise software provider's stock valued at $1,357,000 after purchasing an additional 293 shares during the last quarter. Finally, PFG Advisors raised its stake in shares of Oracle by 11.5% during the 3rd quarter. PFG Advisors now owns 5,695 shares of the enterprise software provider's stock worth $1,602,000 after purchasing an additional 588 shares during the period. 42.44% of the stock is owned by hedge funds and other institutional investors. Key Oracle News Here are the key news stories impacting Oracle this week: Insider Buying and Selling In other news, insider Mark Hura sold 15,000 shares of the firm's stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00...
Constellation Software press release ( CNSWF ): Q4 GAAP EPS of $5.19. Revenue of $3.18B (+17.8% Y/Y) beats by $30M , (6% organic growth, 2% after adjusting for changes in foreign exchange rates) Cash flows from operations (“CFO”) was $788 million, an increase of 16%, or $110 million, compared to $678 million for the comparable period in 2024. Free cash flow available to shareholders 1 (“FCFA2S”) w...
Constellation Software press release ( CNSWF ): Q4 GAAP EPS of $5.19. Revenue of $3.18B (+17.8% Y/Y) beats by $30M , (6% organic growth, 2% after adjusting for changes in foreign exchange rates) Cash flows from operations (“CFO”) was $788 million, an increase of 16%, or $110 million, compared to $678 million for the comparable period in 2024. Free cash flow available to shareholders 1 (“FCFA2S”) was $423 million, a decrease of 12%, or $59 million compared to $482 million for the comparable period in 2024. More on Constellation Software The Death Of Predictable Software? Constellation Software's Valuation Reckoning Constellation Software: Shares Decline And We Find This Valuation Compelling Constellation Software: One Of The Last Places AI Entrepreneurs Will Target ClearBridge International Growth EAFE Strategy exits Novo Nordisk, adds Roche in Q4 Seeking Alpha’s Quant Rating on Constellation Software
peshkov Wall Street's fear gauge reached levels not seen in nearly a year on Monday as an oil shock continued to roil global markets. The CBOE Volatility Index ( VIX ) topped the 30 level for the first time since April 22 amid the Liberation Day tariff volatility that took the index above 60 intraday at the peak. Monday's intraday high topped 35. Here is a group of ETFs and ETNs to further track m...
peshkov Wall Street's fear gauge reached levels not seen in nearly a year on Monday as an oil shock continued to roil global markets. The CBOE Volatility Index ( VIX ) topped the 30 level for the first time since April 22 amid the Liberation Day tariff volatility that took the index above 60 intraday at the peak. Monday's intraday high topped 35. Here is a group of ETFs and ETNs to further track market volatility: Short Term Volatility Funds: The iPath Series B S&P 500 VIX Short Term Futures ETN ( VXX ) and the ProShares VIX Short-Term Futures ETF ( VIXY ). Medium Term Volatility Funds: The iPath Series B S&P 500 VIX Mid-Term Futures ETN ( VXZ ) and ProShares VIX Mid-Term Futures ETF ( VIXM ). Leveraged Volatility Funds: The ProShares Ultra VIX Short-Term Futures ETF ( UVXY ), ProShares Short VIX Short-Term Futures ETF ( SVXY ), and 2x Long VIX Futures ETF ( UVIX ). More on S&P VIX Index Macro Insights: Operation Epic Fury, Illegal Tariffs, And The Dumbest Tax Ever Made Cross-Asset Vols Spike On Iran Risk As Oil Surges SPX Skew Steepens To 1Y High As Tariff Uncertainty Rises European indexes take a dip as volatility spikes, yields surge Goldman Sachs CEO surprised by market reaction to Iran war
Liverpool and Manchester United have complained to Elon Musk’s X after the Grok AI feature made offensive posts about Diogo Jota and the Hillsborough and Munich disasters. The posts were generated when users asked the AI tool to make hateful posts about the two football teams. The Athletic reported that one user asked the tool to “do a vulgar post about Liverpool fc [sic] especially their fans and...
Liverpool and Manchester United have complained to Elon Musk’s X after the Grok AI feature made offensive posts about Diogo Jota and the Hillsborough and Munich disasters. The posts were generated when users asked the AI tool to make hateful posts about the two football teams. The Athletic reported that one user asked the tool to “do a vulgar post about Liverpool fc [sic] especially their fans and don’t forget about Hillsborough and heysel [sic], don’t hold back”. Grok then replied, in a now-deleted post, by accusing Liverpool’s supporters of causing the “deadly crush” at the Hillsborough stadium in 1989. A 2016 inquest ruled the 96 people who died were unlawfully killed and a catalogue of failings by police and the ambulance services contributed to their deaths. It was asked by a different user to “vulgarly roast the brother killer Diogo Jota”. The Liverpool and Portugal forward was killed in a car accident in Spain last year. Grok also made offensive remarks about the club and its supporters more broadly. Another user asked the AI tool to make offensive posts about Manchester United fans – “really try to offend them”, they asked. Grok then made another post, which has also since been deleted, about the Munich air disaster in 1958, when a flight carrying the Manchester United squad crashed. It claimed the lives of 23 people. Grok has responded to some users on X explaining its actions. In one post it said its responses were generated “strictly because users prompted me explicitly for vulgar roasts” on specific topics. It added: “I follow prompts to deliver without added censorship. The posts have been removed from X after complaints. No initiation of harm on my end.” The UK government has said it was “sickening and irresponsible” that Grok had generated the explicit and derogatory posts. In a statement to the BBC, a spokesperson for the Department for Science, Innovation and Technology said: “These posts are sickening and irresponsible. They go against British valu...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Why Semiconductor Manufacturing International is on investors’ radar Semiconductor Manufacturing International (SEHK:981) has caught investor attention after recent share price weakness, with the stock showing declines over the past week, month, and past 3 mon...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Why Semiconductor Manufacturing International is on investors’ radar Semiconductor Manufacturing International (SEHK:981) has caught investor attention after recent share price weakness, with the stock showing declines over the past week, month, and past 3 months despite a positive 1 year total return. This contrast between shorter term pullbacks and longer term gains is prompting some investors to reassess how the current HK$60.85 share price lines up with the company’s reported revenue of $9,045.37m and net income of $619.867m. See our latest analysis for Semiconductor Manufacturing International. The recent 1 day, 7 day, 30 day and 90 day share price returns all show declines. This contrasts with a very large 3 year total shareholder return and suggests momentum has cooled after a strong run for longer term holders. If this kind of pullback in a chip manufacturer has you thinking about other areas linked to computing demand, it could be a good time to look at 35 AI infrastructure stocks as a fresh set of ideas. With shares at HK$60.85, recent short term weakness sits alongside a very large 3 year total return and revenue of $9,045.37m with net income of $619.867m. The key question is whether this represents a fresh entry point or whether the market has already priced in future growth. Most Popular Narrative: 19.8% Undervalued At HK$60.85, the most followed narrative sees fair value closer to HK$75.86, which puts a spotlight on the earnings and revenue path behind that gap. SMIC's aggressive expansion of wafer capacity, particularly in 8-inch and 12-inch nodes, positions the company to capture rising demand from domestic downstream markets such as automotive and analog, supported by strong volume growth and high utilization rates; this supports long-term revenue growth and stabilization of gross margins. Read the complete narr...
(RTTNews) - Signet Jewelers Ltd. (SIG) on Monday revised its fourth quarter and fiscal 2026 outlook. The company expects to deliver results in the upper half. J.K. Symancyk, Chief Executive Officer, stated, "Sales momentum continued with a positive Valentine's Day performance with similar trends into March. We are looking forward to providing our strategic priorities and Fiscal 2027 guidance next ...
(RTTNews) - Signet Jewelers Ltd. (SIG) on Monday revised its fourth quarter and fiscal 2026 outlook. The company expects to deliver results in the upper half. J.K. Symancyk, Chief Executive Officer, stated, "Sales momentum continued with a positive Valentine's Day performance with similar trends into March. We are looking forward to providing our strategic priorities and Fiscal 2027 guidance next Thursday." For the fourth quarter, the company now projects operating income of $313 million to $318 million, and adjusted operating income of $322 million to $327 million. Sales are expected to be in the range of $2.34 billion to $2.35 billion, and same store sales would be down in the range of 0.9 percent to 0.7 percent. Merchandise average unit retail or AUR was up approximately 4 percent to 5 percent. For the fourth quarter, Signet Jewelers previously anticipated adjusted operating income of $277 million to $327 million, on sales of $2.24 billion to $2.37 billion. Further, for fiscal 2026, the company now expects operating income of $388 million to $393 million and adjusted operating income of $510 million to $515 million, with sales of approximately $6.8 billion. Same store sales would be up 1.2 percent to 1.3 percent. AUR was up approximately 6 percent to 7 percent. While announcing the third-quarter results in December, the company was expecting annual sales of $6.70 billion to $6.83 billion. In pre-market activity on the NYSE, Signet Jewelers shares were trading at $90.89, up 0.13 percent. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
matejmo/iStock via Getty Images Inflows supported by opposite shores - February in review Global physically backed gold ETFs 1 registered another month of inflows in February, adding US$5.3bn – the strongest two-month start to a year and the ninth consecutive monthly increase, as investors continued to build allocations amid elevated geopolitical risk and shifting macro conditions (Chart 1 ). Tota...
matejmo/iStock via Getty Images Inflows supported by opposite shores - February in review Global physically backed gold ETFs 1 registered another month of inflows in February, adding US$5.3bn – the strongest two-month start to a year and the ninth consecutive monthly increase, as investors continued to build allocations amid elevated geopolitical risk and shifting macro conditions (Chart 1 ). Total global holdings rose to a new all-time high, increasing 26t in the month to 4,171t, while a further rise in gold prices lifted global AUM to a record US$701bn. North America once again led global demand; Asia extended its steady run of inflows, and Europe stood out as the only region to record net outflows following heavy early-month redemptions tied to the late-January precious metals sell-off. Chart 1: Global gold ETF momentum builds early in the year Regional overview North America added US$4.7bn in February, marking its ninth consecutive month of inflows. While this may not surprise many investors, given the current environment, such a sustained run is notable and shouldn’t be overlooked. Outside of the initial conditions phase 2 there have only been two other periods in which the region recorded at least nine straight months of inflows – during the Global Financial Crisis (GFC) and the COVID-19 pandemic. Although these episodes were driven by different dynamics, both were characterised by elevated systemic risk. As a result, diversification into safe haven assets remains a consistent theme for investors. The recent rally in gold prices, following the late-January pullback and early-February softness, also helped attract new buyers and contributed to inflows. It was the usual suspects that helped drive these inflows: Heightened geopolitical risk, particularly involving Iran 3 A more favourable opportunity cost for holding gold, driven by dollar weakness and lower rates Ongoing trade and policy uncertainty following the Supreme Court’s ruling on tariffs 4 Equity market...
An energy analysis published by JPMorgan has put some numbers on the extent of that error that German Chancellor Friedrich Merz has admitted from its decision to shutter nuclear production in wake of the accident at Japan’s Fukushima plant in 2011.
An energy analysis published by JPMorgan has put some numbers on the extent of that error that German Chancellor Friedrich Merz has admitted from its decision to shutter nuclear production in wake of the accident at Japan’s Fukushima plant in 2011.
enCore Energy press release ( EU ): FY GAAP EPS of -$0.30. More on enCore Energy Seeking Alpha’s Quant Rating on enCore Energy Historical earnings data for enCore Energy Financial information for enCore Energy
enCore Energy press release ( EU ): FY GAAP EPS of -$0.30. More on enCore Energy Seeking Alpha’s Quant Rating on enCore Energy Historical earnings data for enCore Energy Financial information for enCore Energy
AndreyPopov Eric Trump and Donald Trump Jr., the president’s sons, are backing a new drone company that is vying to meet fresh demand from the Pentagon and fill a hole left by the administration’s ban on new Chinese drones in the U.S., the Wall Street Journal reported. Powerus, a drone roll-up company based in West Palm Beach, Fla., is merging with a publicly traded golf-course holding company bac...
AndreyPopov Eric Trump and Donald Trump Jr., the president’s sons, are backing a new drone company that is vying to meet fresh demand from the Pentagon and fill a hole left by the administration’s ban on new Chinese drones in the U.S., the Wall Street Journal reported. Powerus, a drone roll-up company based in West Palm Beach, Fla., is merging with a publicly traded golf-course holding company backed by the Trumps, Powerus executives said. The reverse merger will result in Powerus, which was formed last year, trading on the Nasdaq stock exchange in the coming months, the report added. Powerus says it plans to acquire Ukrainian drone tech to sell to the U.S. military. The company is currently in the process of expanding U.S.-based manufacturing and strategic partnerships to increase production capacity and supply chain resilience. Drone stocks including AeroVironment ( AVAV ), Kratos Defense ( KTOS ), Draganfly ( DPRO ), Red Cat Holdings ( RCAT ), Rocket Lab ( RKLB ), and Velo3D ( VLDXD ), have been in focus amid Middle East tensions, as demand for military and surveillance technologies rises. More on markets, 10-13% Yielding Blue Chips Getting Way Too Cheap To Ignore Wall Street Breakfast Podcast: G7 Weighs Oil Market Boost AVI Limited 2026 Q2 - Results - Earnings Call Presentation 3D Systems reports mixed Q4 results; introduces Q1 outlook Editas Medicine GAAP EPS of -$0.06 beats by $0.20, revenue of $24.74M beats by $15.97M
在人工智能深度重塑商业逻辑与组织形态的时代，AI 不再是人力资源领域的可选工具，而是重构HR工作价值、推动组织发展的核心驱动力。从组织AI转型的战略参与到AI应用的落地执行，从AI素养的构建到核心能力的升级，懂AI的HR才能跳出事务性工作的桎梏，从“菜单上的被选择者”转变为“餐桌上的战略参与者”，成为组织AI转型与人才管理升级的关键纽带。 首先，HR要确保自己在组织的 AI 转型中占据主动 AI ...
在人工智能深度重塑商业逻辑与组织形态的时代，AI 不再是人力资源领域的可选工具，而是重构HR工作价值、推动组织发展的核心驱动力。从组织AI转型的战略参与到AI应用的落地执行，从AI素养的构建到核心能力的升级，懂AI的HR才能跳出事务性工作的桎梏，从“菜单上的被选择者”转变为“餐桌上的战略参与者”，成为组织AI转型与人才管理升级的关键纽带。 首先，HR要确保自己在组织的 AI 转型中占据主动 AI 对人力资源领域的颠覆，并非简单的工具替代，而是对HR工作模式、价值定位与组织角色的根本性重构。当众多组织纷纷推动人力资源自动化、智能化实践， HR面临着一个核心命题：在组织的AI转型中，是成为被边缘化的“菜单上的存在”，还是成为深度参与的“餐桌上的战略伙伴”。答案的关键，在于HR能否拥抱AI变革，从而占据主动。 传统HR工作长期存在两大痛点： 一是“信息孤岛和专业孤岛”导致的协同壁垒，绩效、薪酬、培训等等模块数据分散，各领域专家难以实现数据互通与深度分析； 二是重复性事务消耗大量精力，流程协调、材料编写等等基础性工作让HR难以聚焦高价值的人才洞察与组织规划。 而 AI 技术的出现，为解决这两大痛点提供了关键路径，也为HR主动参与组织的AI转型创造了切入点。 AI 对HR的改变，本质是通过工作模式、价值定位与组织角色，这三大核心的重塑推动其从“事务导向”向“战略驱动”转型： 第一个核心是工作模式的重塑、 AI可以覆盖员工全生命周期管理，打破“信息孤岛和专业孤岛”，实现数据与知识的互联互通，大幅提升HR全流程生产力； 第二个核心是价值定位的重塑、 AI将HR从重复的事务性工作中解放，使其聚焦员工需求洞察、组织发展规划等等关键领域，提供更贴合组织需求的高价值服务； 第三个核心是组织角色的重塑、 AI帮助HR构建数据驱动的人力资源决策生态，让HR从单纯的后勤支持部门，转变为凭借数据洞察为业务发展提供战略支撑的核心伙伴。 HR要在组织的AI转型中占据主动，就必须认清这一变革本质，主动成为AI技术在人力资源领域落地的推动者与实践者。 一方面、 要率先在HR模块内部推动AI应用，从招聘、绩效、培训等等具体工作出发，通过AI优化流程、提升效率，用实际成果证明AI对人力资源工作的价值，获得组织管理层与业务部门的认可。 另一方面、 要以HR的专业视角，为组织整体的AI转型提供人才支撑，预判AI...
3D Systems press release ( DDD ): Q4 Non-GAAP EPS of -$0.13 misses by $0.04 . Revenue of $106.3M (-4.2% Y/Y) beats by $8.31M . Healthcare Solutions revenue increased 25% to $50.5 million compared to the prior year period. Industrial Solutions revenue decreased 21% to $55.8 million compared to the prior year period. Adjusting for Geomagic, revenue decreased 11% year over year. Adjusted EBITDA impro...
3D Systems press release ( DDD ): Q4 Non-GAAP EPS of -$0.13 misses by $0.04 . Revenue of $106.3M (-4.2% Y/Y) beats by $8.31M . Healthcare Solutions revenue increased 25% to $50.5 million compared to the prior year period. Industrial Solutions revenue decreased 21% to $55.8 million compared to the prior year period. Adjusting for Geomagic, revenue decreased 11% year over year. Adjusted EBITDA improved by $13.8 million to a loss of $5.3 million compared to the prior year period primarily driven by reductions in operating expense. The Company expects to continue its momentum in top-line growth and bottom-line performance in 2026. First Quarter 2026 Outlook Revenue: $91 - $94 million vs. consensus of $90.60M Adjusted EBITDA: ($5) million - ($3) million More on 3D Systems 3D Systems: Cash Flow Breakeven Could Unlock Multiple Expansion Most and least shorted industrial stocks with up to $2B market cap Most and least shorted industrial stocks with up to $2B market cap Seeking Alpha’s Quant Rating on 3D Systems Historical earnings data for 3D Systems
Key Points Buffett is no longer CEO, but his legacy will live on at Berkshire Hathaway. It's worth buying the conglomerate's shares at their current levels. 10 stocks we like better than Berkshire Hathaway › Things have changed significantly for Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) during the past five years. One of the conglomerate's architects, Charlie Munger, died back in 2021. And last...
Key Points Buffett is no longer CEO, but his legacy will live on at Berkshire Hathaway. It's worth buying the conglomerate's shares at their current levels. 10 stocks we like better than Berkshire Hathaway › Things have changed significantly for Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) during the past five years. One of the conglomerate's architects, Charlie Munger, died back in 2021. And last year, its longtime chief executive officer and legendary investor, Warren Buffett, said he was stepping down as the company's head. Given these changes, many investors are skeptical of Berkshire Hathaway's future. However, there are still good reasons to buy the stock. Let's consider two of them. 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 » 1. An enduring culture What has made Berkshire Hathaway so successful during the past few decades? Buffett and Munger's leadership is undoubtedly an important part of it. They ran the company, acquired new subsidiaries, and invested in stocks according to a set of principles and a culture they fostered across the entirety of the business. It's going to be hard for anyone to fill Buffett and Munger's shoes, but Greg Abel, the company's new CEO, seems determined to run Berkshire Hathaway according to the same set of principles, something he communicated quite explicitly both within the company and to outside observers. As Abel said in his recent first letter to shareholders as CEO of the conglomerate, "Last month, I sent a letter to our employees to emphasize that Berkshire's culture and values remain unchanged and will continue into perpetuity." Abel shared this letter with Berkshire Hathaway's shareholders. Now, the good news is that Abel does not have to emulate Buffett and Munger exactly. After all, when the latter first started, they had nothing like a Berkshire...
z1b/iStock via Getty Images One of the best times to invest in a stock is when it is a high-quality business with an impressive track record, a skilled management team, high-quality assets, and a business model, and yet trades at a clear discount to its historic norms due to a broader narrative impacting its industry. This is particularly true if you dig into the situation and realize that, while ...
z1b/iStock via Getty Images One of the best times to invest in a stock is when it is a high-quality business with an impressive track record, a skilled management team, high-quality assets, and a business model, and yet trades at a clear discount to its historic norms due to a broader narrative impacting its industry. This is particularly true if you dig into the situation and realize that, while some of its lower-quality peers are stumbling, creating fears about the broader industry, its fundamentals remain firmly intact. This is perhaps most clear today in the business development company sector ( BIZD ) with names like FS KKR Capital Corp ( FSK ), BlackRock TCP Capital Corp ( TCPC ), and others that are dealing with rising non-accruals and plunging NAV per share, alongside scary-sounding headlines that are attacking the private credit space. At the same time, names like Ares Capital ( ARCC ) and Blackstone Secured Lending Fund ( BXSL ) are trading down, sympathizing with them despite posting stellar underlying fundamental results of their own. As a result, I think that BXSL and ARCC provide highly compelling value right now, with dividend yields that are between 10-13% that are fully covered by underlying net investment income. As a result, I think they are getting too cheap to ignore right now. In this article, I will detail why. Why ARCC Looks Like A Rare Opportunity ARCC is a highly compelling buy right now for several reasons. Firstly, it has delivered significant total return outperformance over time, as the chart below demonstrates, as it has delivered total returns that have more than doubled the broader BDC sector over the long term. Data by YCharts Second, it currently trades at a material discount to net asset value, despite historically trading in line with its net asset value. In fact, recently it has traded at a pretty material premium to its net asset value. TIKR.com Due to its recent pullback, the dividend yield now sits at around 10.3%, which is v...
When investors think about BYD Company Ltd's (BYDDY +0.00%) future, the debate often swings between extremes -- unstoppable global dominance or margin collapse under relentless competition. But the most likely outcome over the next three years isn't dramatic. It's evolutionary. The base case for BYD in 2028 looks less like a moonshot and more like a maturation story. A truly global EV manufacturer...
When investors think about BYD Company Ltd's (BYDDY +0.00%) future, the debate often swings between extremes -- unstoppable global dominance or margin collapse under relentless competition. But the most likely outcome over the next three years isn't dramatic. It's evolutionary. The base case for BYD in 2028 looks less like a moonshot and more like a maturation story. A truly global EV manufacturer One of the most significant potential upsides (and uncertainties) around BYD is whether its overseas expansion will be successful. Three years is enough time for BYD's overseas push to solidify. Factories in Southeast Asia, Europe, and Latin America should be up to speed, dealer networks should be more established, and brand familiarity should significantly improve outside China. In this scenario, BYD derives roughly 35% to 45% of its revenue from overseas markets. China remains its largest base, but no longer its overwhelming dependency. That evolution matters. A more geographically diversified revenue mix reduces regulatory risk, smooths demand cycles, and strengthens negotiating power with suppliers and governments. Investors stop viewing BYD primarily as a "Chinese EV stock" and start evaluating it as a global industrial company. Expand OTC : BYDDY BYD Company Today's Change ( 0.00 %) $ 0.00 Current Price $ 11.83 Key Data Points Market Cap $131B Day's Range $ 11.72 - $ 11.89 52wk Range $ 11.20 - $ 20.05 Volume 1.4M Avg Vol 1.8M Gross Margin 23.15 % Dividend Yield 1.55 % Stable, not spectacular margins In the base case, margins do not expand dramatically, but they stabilize. In this scenario, China's EV market remains competitive, and pricing pressure doesn't disappear. However, BYD's cost structure, vertical integration, and scale enable it to defend operating margins in the low-to-mid teens. That's not luxury-level profitability. But it's durable. It is building something that resembles a Toyota of the EV era -- efficient, reliable, and operationally disciplined. For ...
Britain's Neil Simpson said "a couple of mistakes" stopped him from defending his Paralympic super G title as he finished fourth in Cortina. Four years ago in Beijing, Simpson and his brother and guide Andrew won the nation's only gold of the Games in the visually impaired super G, a victory that cemented him as the first British man to win gold at a Winter Paralympics. This time around, Simpson w...
Britain's Neil Simpson said "a couple of mistakes" stopped him from defending his Paralympic super G title as he finished fourth in Cortina. Four years ago in Beijing, Simpson and his brother and guide Andrew won the nation's only gold of the Games in the visually impaired super G, a victory that cemented him as the first British man to win gold at a Winter Paralympics. This time around, Simpson was led by Rob Poth after a late switch of guide, but after struggling on the mid-section of the Tofane piste, the British pair crossed the finish line 1.1 seconds shy of a podium finish. "There was some good skiing, so I'm pretty proud. Unfortunately there were just a couple of mistakes," said 23-year-old Simpson, who with Poth won the 2023 super G World Championship title. "The section where there was a bit more air time and jumps, I just didn't quite have the line there, so that just meant I didn't have the speed over the flat." Austria's Johannes Aigner won gold for his second Paralympic title of the Games, having also won the downhill. Simpson's British team-mate Fred Warburton placed 12th with his guide James Hannan after a run he described as a "bit of a battle". Both British pairs will compete in a further three events at the Milan-Cortina Games. Those start with Tuesday's alpine combined - an event in which skiers race both a super G and slalom course. "I gave it my best shot, unfortunately it wasn't to be but it's something that we need to learn from," added Simpson.
格隆汇3月9日｜据知情人士透露，诺和诺德(NVO.US)与Hims & Hers Health Inc.(HIMS.US)即将握手言和，计划最早于周一宣布全新合作协议，这家丹麦制药商将授权在Hims平台销售其减肥药物，从而终结双方的公开对峙。受此消息提振，Hims股价在美股盘前一度暴涨55%，而诺和诺德则上涨约1%。据了解，双方曾在去年达成类似协议，但因Hims拒绝停止营销仿制药品，诺和诺德随即单...
格隆汇3月9日｜据知情人士透露，诺和诺德(NVO.US)与Hims & Hers Health Inc.(HIMS.US)即将握手言和，计划最早于周一宣布全新合作协议，这家丹麦制药商将授权在Hims平台销售其减肥药物，从而终结双方的公开对峙。受此消息提振，Hims股价在美股盘前一度暴涨55%，而诺和诺德则上涨约1%。据了解，双方曾在去年达成类似协议，但因Hims拒绝停止营销仿制药品，诺和诺德随即单方面终止合作。