mim.girl/iStock via Getty Images The last time I wrote about BioMarin Pharmaceutical ( BMRN ) it was with a Seeking Alpha article entitled " BioMarin: Acquisition Of Inozyme Brings Forth Late-Stage ERT BMN 401 ." With respect to this article, I mentioned that the acquisition of Inozyme brought forth the enzyme replacement therapy [ERT] BMN 401 for the treatment of patients with ENPP1 Deficiency. I...
mim.girl/iStock via Getty Images The last time I wrote about BioMarin Pharmaceutical ( BMRN ) it was with a Seeking Alpha article entitled " BioMarin: Acquisition Of Inozyme Brings Forth Late-Stage ERT BMN 401 ." With respect to this article, I mentioned that the acquisition of Inozyme brought forth the enzyme replacement therapy [ERT] BMN 401 for the treatment of patients with ENPP1 Deficiency. I also mentioned the development of its long-acting C-type natriuretic peptide [CNP] BMN 333 for the treatment of patients with Achondroplasia. I had given this stock a "Strong Buy" rating the last time around, and I'm going to stick to this rating, and there are several reasons why. The first reason why is because it is still on track to release topline data from its phase 3 study using BMN 401 for the treatment of patients ages 1 to 12 with ENPP1 deficiency in Q2 of 2026. Should the data end up being positive, then regulatory submissions for this program are expected in the 2nd half of 2026. The second reason is because it is still pressing on with its clinical program of its long-acting CNP BMN 333 for the treatment of patients with achondroplasia. The first patient of a phase 2/3 registration-enabling study for this program occurred in April of 2026, with data expected from it in 2027. The third reason is because of BioMarin completing the acquisition of Amicus Therapeutics . The beauty of this acquisition is because it brings into the fold assets that will drive growth specifically in 2026. With this, BioMarin obtains GALAFOLD [migalastat] for Fabry disease and the two-dose regimen POMBILITI [cipaglucosidase alfa-atga] + OPFOLDA [miglustat] for the treatment of patients with Pompe disease. With the acquisition of these assets into its commercial portfolio plus the product it already had, it allowed the company to increase its full-year 2026 earnings to be between $3.825 billion and $3.925 billion. In addition, this allows it to have a mid-point revenue growth in 2026 of...
Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ....
Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Penguin Solutions Inc. (Symbol: PENG), where a total volume of 19,771 contracts has been traded thus far today, a contract volume which is representative of appr
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Penguin Solutions Inc. (Symbol: PENG), where a total volume of 19,771 contracts has been traded thus far today, a contract volume which is representative of appr
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Unity Software Inc (Symbol: U), where a total of 135,282 contracts have traded so far, representing approximately 13.5 million underlying shares. That amounts to about 1
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Unity Software Inc (Symbol: U), where a total of 135,282 contracts have traded so far, representing approximately 13.5 million underlying shares. That amounts to about 1
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Hut 8 Corp (Symbol: HUT), where a total of 71,516 contracts have traded so far, representing approximately 7.2 million underlying shares. That amounts to about 148.6% of
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Hut 8 Corp (Symbol: HUT), where a total of 71,516 contracts have traded so far, representing approximately 7.2 million underlying shares. That amounts to about 148.6% of
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Silicon Laboratories Inc (Symbol: SLAB), where a total of 8,212 contracts have traded so far, representing approximately 821,200 underlying shares. That amounts to about
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Silicon Laboratories Inc (Symbol: SLAB), where a total of 8,212 contracts have traded so far, representing approximately 821,200 underlying shares. That amounts to about
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Grid Dynamics Holdings Inc (Symbol: GDYN), where a total of 29,707 contracts have traded so far, representing approximately 3.0 million underlying shares. That amounts t
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Grid Dynamics Holdings Inc (Symbol: GDYN), where a total of 29,707 contracts have traded so far, representing approximately 3.0 million underlying shares. That amounts t
Never miss an episode. Follow The Big Take daily podcast today. Can NASA put astronauts on the moon in 2028? Why does the US need a lunar base? NASA Administrator Jared Isaacman joins guest host Tim Stenovec on today’s Big Take podcast episode to discuss the new space race with China, how NASA can compete for talent with SpaceX and Blue Origin – and why he doesn’t think we’re alone in the universe...
Never miss an episode. Follow The Big Take daily podcast today. Can NASA put astronauts on the moon in 2028? Why does the US need a lunar base? NASA Administrator Jared Isaacman joins guest host Tim Stenovec on today’s Big Take podcast episode to discuss the new space race with China, how NASA can compete for talent with SpaceX and Blue Origin – and why he doesn’t think we’re alone in the universe. Read more: www.bloomberg.com/space We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Listen and follow The Big Take on Apple Podcasts , Spotify or wherever you get your podcasts. Terminal clients: Visit NSUB to subscribe. This episode was produced by: Julia Press; Editors: Jeffrey Grocott; Fact-checker: Rae Lewis-Krisky and Eleanor Harrison-Dengate; Sound Design/Engineer: Alex Sugiura; Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver; Executive Producer: Nicole Beemsterboer.
LOS ANGELES, May 06, 2026--Josh Parker, the Head of Sustainability for NVIDIA, is the featured guest this week on the Impact Podcast with John Shegerian to share insights on NVIDIA’s sustainability initiatives and AI’s role in sustainability in general.
LOS ANGELES, May 06, 2026--Josh Parker, the Head of Sustainability for NVIDIA, is the featured guest this week on the Impact Podcast with John Shegerian to share insights on NVIDIA’s sustainability initiatives and AI’s role in sustainability in general.
Samsung Electronics (005930.KS, SMSN.IL) reached a $1 trillion market cap on Wednesday as the memory chip shortage drives the hardware manufacturer — and other memory chip developers — even higher. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to discuss the rally occurring in the memory chip landscape.
Samsung Electronics (005930.KS, SMSN.IL) reached a $1 trillion market cap on Wednesday as the memory chip shortage drives the hardware manufacturer — and other memory chip developers — even higher. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to discuss the rally occurring in the memory chip landscape.
Earnings Call Insights: Angi (ANGI) Q1 2026 Management View "We think AI agents and Agentic coding present Angi opportunities that we did not have in the same way or fashion 12 or even a few months ago." (CEO & Director Jeffrey Kip) "We believe it's incumbent upon us as good stewards of the company and its capital to move aggressively to take advantage of these opportunities, moving from our legac...
Earnings Call Insights: Angi (ANGI) Q1 2026 Management View "We think AI agents and Agentic coding present Angi opportunities that we did not have in the same way or fashion 12 or even a few months ago." (CEO & Director Jeffrey Kip) "We believe it's incumbent upon us as good stewards of the company and its capital to move aggressively to take advantage of these opportunities, moving from our legacy platform to a new AI native technology platform for our core business and flywheel much faster." (CEO & Director Kip) "We have 30 years of brand equity. We have nearly 200,000 active Pros across North America and Europe." (CEO & Director Kip) "We've also made good incremental progress moving AI into our key revenue flows with 50% of our homeowners now touching our AI helper in their path." (CEO & Director Kip) "We just can't afford to keep our product development teams battling with the core technology to improve quarterly revenue and deliver against specific targets." (CEO & Director Kip) "We had a strong like January and February, but then March pulled us to the lower end of our revenue range, driven primarily, we believe, by macro factors." (CFO & Principal Accounting Officer Julie Hoarau) Outlook "We made a clear decision not to give guidance." (CEO & Director Jeffrey Kip) "We think that setting guidance and the pursuant distraction it is from executing its larger opportunity is not where we should be focused." (CEO & Director Kip) "We're not looking to destroy our EBITDA margins or take our cash flow anywhere near 0." (CEO & Director Kip) "Our milestones that we're thinking about is we're targeting getting on to the new platform in the next 12 months or so." (CEO & Director Kip) "As we get that into place and the new platform rolls out, we anticipate being able to accelerate our revenue in 2027." (CEO & Director Kip) Compared with the prior quarter’s guidance-led framing, management’s current stance was: "We're not going to give guidance because there isn't a reward ...
sureeporn/iStock via Getty Images In last week's report , we announced that we are significantly trimming our Nvidia Corporation ( NVDA ) position, a stock we have often held as a top-three holding since 2021. The rationale for this pivot rests on a shifting landscape within the AI trend toward inference, and how that shift will pressure Nvidia's pristine positioning. The numbers back it up. Per T...
sureeporn/iStock via Getty Images In last week's report , we announced that we are significantly trimming our Nvidia Corporation ( NVDA ) position, a stock we have often held as a top-three holding since 2021. The rationale for this pivot rests on a shifting landscape within the AI trend toward inference, and how that shift will pressure Nvidia's pristine positioning. The numbers back it up. Per TrendForce, GPU-based AI servers will account for 69.7% of shipments in 2026 with ASIC-based servers rising to 27.8%. This is happening while a reported one-quarter delay on Rubin, Nvidia's next-gen GPU platform, lands at exactly the wrong moment. The hardware moat that powered the first phase of Nvidia's ascent is becoming less absolute, and with it, the case for premium pricing and 70% gross margins. This thesis is reinforced by technical analysis, which suggests that Nvidia, as well as the broader market, is approaching a meaningful top. While that top is likely to be a correction within a much larger uptrend, it exposes investors to a level of risk we have not experienced in recent years. In this report, we take a deeper look at the technical scenarios, which suggests that Nvidia’s latest high is shaping up to be a potential bull trap. That view is corroborated by the broader semiconductor complex. Specifically, the failure of other key sub-sectors to confirm the move higher. Spotting Bull Traps: Why Market Divergences Matter at All-Time Highs There are several techniques investors can use to lower the odds of being caught in a bull trap. One of the most important is checking whether major markets, sectors, and bellwether stocks are confirming the move higher. When every major stock, sector, and index breaks out to new highs together, it is the hallmark of a powerful trend that historically extends much further and lasts for quite a while. However, not every breakout plays out that way. False breakouts, or bull traps, do exist. They occur when buyers get trapped on the f...