Micron Technology, Inc. MU is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. MU stock has delivered a robust 50.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which declined 6.1% in the same period. The stock has also outpaced the gains of ...
Micron Technology, Inc. MU is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. MU stock has delivered a robust 50.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which declined 6.1% in the same period. The stock has also outpaced the gains of other major semiconductor players, including STMicroelectronics STM, Intel Corporation INTC and Texas Instruments, Inc. TXN. In the trailing three months, shares of STMicroelectronics, Intel and Texas Instruments have risen 27.8%, 15.3% and 7.8%, respectively. Micron Technology Three-Month Price Return Performance Zacks Investment Research Image Source: Zacks Investment Research Micron Technology has been a key beneficiary of the artificial intelligence (AI) boom, which has driven strong demand for its memory chips. As the demand for memory solutions supporting AI and high-performance computing (HPC) is likely to remain strong, MU is well-positioned to capitalize on this opportunity. This makes the stock a more attractive investment option at present. Micron’s Strong Financial Performance Despite ongoing macroeconomic challenges, geopolitical issues, and trade and tariff wars, Micron Technology’s financials remain rock solid. The memory chip maker kicked off fiscal 2026 on a strong note by reporting overwhelming first-quarter results. In the first quarter, revenues jumped 57% year over year to $13.64 billion, while non-GAAP earnings per share (EPS) rose 167% to $4.78. The top and bottom lines surpassed the Zacks Consensus Estimate by 7.26% and 22.25%, respectively. Micron Technology reported a non-GAAP gross margin of 56.8%, a robust improvement from 39.5% in the year-ago quarter. Non-GAAP operating income increased to $6.42 billion from $2.39 billion in the year-ago quarter. Non-GAAP operating margin expanded to 47% from 27.5%, reflecting the company’s ability to convert s...
Micron Technology, Inc. MU is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. MU stock has delivered a robust 50.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which declined 6.1% in the same period. The stock has also outpaced the gains of ...
Micron Technology, Inc. MU is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. MU stock has delivered a robust 50.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which declined 6.1% in the same period. The stock has also outpaced the gains of other major semiconductor players, including STMicroelectronics STM, Intel Corporation INTC and Texas Instruments, Inc. TXN. In the trailing three months, shares of STMicroelectronics, Intel and Texas Instruments have risen 27.8%, 15.3% and 7.8%, respectively. Micron Technology Three-Month Price Return Performance Micron Technology has been a key beneficiary of the artificial intelligence (AI) boom, which has driven strong demand for its memory chips. As the demand for memory solutions supporting AI and high-performance computing (HPC) is likely to remain strong, MU is well-positioned to capitalize on this opportunity. This makes the stock a more attractive investment option at present. Micron’s Strong Financial Performance Despite ongoing macroeconomic challenges, geopolitical issues, and trade and tariff wars, Micron Technology’s financials remain rock solid. The memory chip maker kicked off fiscal 2026 on a strong note by reporting overwhelming first-quarter results. In the first quarter, revenues jumped 57% year over year to $13.64 billion, while non-GAAP earnings per share (EPS) rose 167% to $4.78. The top and bottom lines surpassed the Zacks Consensus Estimate by 7.26% and 22.25%, respectively. Micron Technology reported a non-GAAP gross margin of 56.8%, a robust improvement from 39.5% in the year-ago quarter. Non-GAAP operating income increased to $6.42 billion from $2.39 billion in the year-ago quarter. Non-GAAP operating margin expanded to 47% from 27.5%, reflecting the company’s ability to convert strong revenue growth into bottom-line gains. Micron Technology, In...
March 10 (Reuters) - AI startup Thinking Machines Lab said on Tuesday it has struck a multi-year partnership with Nvidia that will see it receive a significant investment and procure at least one gigawatt of the chipmaker's next-generation processors. Financial terms of the deal were not disclosed. Under the agreement, Thinking Machines - founded last year by former OpenAI Chief Technology Offi...
March 10 (Reuters) - AI startup Thinking Machines Lab said on Tuesday it has struck a multi-year partnership with Nvidia that will see it receive a significant investment and procure at least one gigawatt of the chipmaker's next-generation processors. Financial terms of the deal were not disclosed. Under the agreement, Thinking Machines - founded last year by former OpenAI Chief Technology Officer Mira Murati - will deploy Nvidia's upcoming Vera Rubin systems starting early next year. The computing power will primarily be used to train the startup's artificial intelligence models. Industry executives have said 1 gigawatt of computing power, enough to power roughly 750,000 U.S. homes, can cost around $50 billion. The deal will help Thinking Machines compete with larger rivals in building powerful AI systems, and underscores the industry's eagerness to scale computing capacity. Thinking Machines quickly became one of Silicon Valley's most closely watched AI startups after raising about $2 billion in a seed funding round led by Andreessen Horowitz that valued the company at $12 billion. Nvidia was also an investor in the round. The startup has recently been seeking to raise more in a new funding round that could value it at tens of billions of dollars, sources told Reuters earlier. The company has recently seen several departures, including co-founder and former Chief Technology Officer Barret Zoph and co-founder Luke Metz, who both returned to their former employer OpenAI amid fierce competition for AI talent. The partnership also highlights Nvidia’s growing role as a financier of the startups that rely on its AI chips. It has made a recent $30 billion investment in OpenAI and invested $10 billion in Anthropic, while also supplying the graphics processing units (GPUs) used to train and run their models, a dynamic that some industry analysts say creates a circular flow of capital and computing resources. That in turn has given rise to comparisons wit...
March 10 (Reuters) - Qualcomm and British self-driving startup Wayve said on Tuesday they are collaborating on an integrated artificial intelligence system to help automakers rapidly deploy advanced driver-assistance and automated driving features. The tie-up combines Wayve's "AI Driver" software with Qualcomm's Snapdragon Ride automotive chips and active safety software, creating a platform fo...
March 10 (Reuters) - Qualcomm and British self-driving startup Wayve said on Tuesday they are collaborating on an integrated artificial intelligence system to help automakers rapidly deploy advanced driver-assistance and automated driving features. The tie-up combines Wayve's "AI Driver" software with Qualcomm's Snapdragon Ride automotive chips and active safety software, creating a platform for carmakers to use across models ranging from entry-level systems to advanced automated driving capabilities. Chipmakers and software developers are racing to supply the technology for future vehicles, as automakers seek systems to accelerate the rollout of increasingly automated driving features. The companies said the integrated system aims to reduce the complexity automakers face when stitching together chips, safety systems and AI software from multiple suppliers, and will support features from hands-off assistance to advanced "eyes-off" driving functions as regulations allow. The combined system is designed to scale across vehicle tiers and geographic markets, allowing carmakers to standardize underlying technology, the companies added. Nvidia-backed Wayve develops an AI model using real-world driving data, enabling vehicles to learn driving behavior and adapt to different road conditions and regions without extensive rule-based programming. Qualcomm, which has been expanding beyond smartphones, said its Snapdragon Ride platform provides the high-performance, energy-efficient processing for advanced AI systems in vehicles while meeting safety standards. Automakers have shown growing interest in systems that can shorten development cycles and allow software updates to expand capabilities over a vehicle's lifetime, the companies said. Wayve, founded in 2017, is part of a new wave of AI-focused autonomous driving developers pursuing software-centric approaches that rely on machine learning rather than heavily map-dependent systems. The startup raised $1.2 b...
Could your portfolio use some more exposure to the healthcare sector as well as more income? If so, why not solve both problems with one simple solution? Here's a rundown of three of the highest-yielding and high-quality dividend-paying stocks within the healthcare industry. In no particular order... Pfizer It's been a rough past few years for Pfizer (PFE 0.89%) shareholders. After soaring during ...
Could your portfolio use some more exposure to the healthcare sector as well as more income? If so, why not solve both problems with one simple solution? Here's a rundown of three of the highest-yielding and high-quality dividend-paying stocks within the healthcare industry. In no particular order... Pfizer It's been a rough past few years for Pfizer (PFE 0.89%) shareholders. After soaring during and because of the COVID-19 pandemic, the wind-down of the coronavirus contagion also undermined demand for its Comirnaty vaccine and its antiviral treatment Paxlovid. After peaking at just over $100 billion in 2022, the company has since struggled to keep its annual top line above $60 billion. Investors have simply priced in this sales decline, dragging Pfizer stock to less than half of its late-2021 peak. Expand NYSE : PFE Pfizer Today's Change ( -0.89 %) $ -0.24 Current Price $ 26.81 Key Data Points Market Cap $152B Day's Range $ 26.36 - $ 27.11 52wk Range $ 20.91 - $ 27.94 Volume 172K Avg Vol 47M Gross Margin 66.23 % Dividend Yield 6.42 % The sellers arguably overshot their target, ignoring the growth that's quietly been in the works for a while now. Pfizer's got a plausible goal of introducing several new blockbuster drugs by 2030, with cancer treatments featuring prominently among these products. The market's pricing mistake is your opportunity, of course. This prolonged pullback has not only made this stock dirt cheap but has pumped its forward-looking dividend yield up to 6.5%. Dentsply Sirona With a dividend yield of just over 5%, Dentsply Sirona (XRAY +0.59%) obviously isn't offering quite as much income production right out of the gate as Pfizer could. Where this income investment really shines, however, is on the dividend growth front. Despite not upping its annual per-share payout every year, Dentsply's dividend payment has more than doubled over the course of the past decade. Dentsply Sirona mostly sells dentistry supplies, by the way, a business that isn't go...
Key Points Pharmaceutical outfit Pfizer offers the highest dividend yield to newcomers. Dentsply Sirona, however, will likely produce the fastest dividend growth. In the meantime, Bristol Myers Squibb has the longest track record of uninterrupted dividend payment increases. 10 stocks we like better than Pfizer › Could your portfolio use some more exposure to the healthcare sector as well as more i...
Key Points Pharmaceutical outfit Pfizer offers the highest dividend yield to newcomers. Dentsply Sirona, however, will likely produce the fastest dividend growth. In the meantime, Bristol Myers Squibb has the longest track record of uninterrupted dividend payment increases. 10 stocks we like better than Pfizer › Could your portfolio use some more exposure to the healthcare sector as well as more income? If so, why not solve both problems with one simple solution? Here's a rundown of three of the highest-yielding and high-quality dividend-paying stocks within the healthcare industry. In no particular order... 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 » Pfizer It's been a rough past few years for Pfizer (NYSE: PFE) shareholders. After soaring during and because of the COVID-19 pandemic, the wind-down of the coronavirus contagion also undermined demand for its Comirnaty vaccine and its antiviral treatment Paxlovid. After peaking at just over $100 billion in 2022, the company has since struggled to keep its annual top line above $60 billion. Investors have simply priced in this sales decline, dragging Pfizer stock to less than half of its late-2021 peak. The sellers arguably overshot their target, ignoring the growth that's quietly been in the works for a while now. Pfizer's got a plausible goal of introducing several new blockbuster drugs by 2030, with cancer treatments featuring prominently among these products. The market's pricing mistake is your opportunity, of course. This prolonged pullback has not only made this stock dirt cheap but has pumped its forward-looking dividend yield up to 6.5%. Dentsply Sirona With a dividend yield of just over 5%, Dentsply Sirona (NASDAQ: XRAY) obviously isn't offering quite as much income production right out of the gate as Pfizer could. Where this income inv...
"They have met with the secretary of state on a number of occasions, and in the last meeting that I believe went on for several hours... he listened very carefully and came back to them and said 'actually this is the right decision'.
"They have met with the secretary of state on a number of occasions, and in the last meeting that I believe went on for several hours... he listened very carefully and came back to them and said 'actually this is the right decision'.
Victor Golmer/iStock Editorial via Getty Images Investment Rating Update - "Buy" I updated my Buy rating on Novo Nordisk A/S ( NVO ) stock back in January, publishing a preview for the firm's Q4 print with a core thesis that a likely beat should have led to a strong post-earnings surge driven by double-beating and strong guidance. Novo reported in early February, and they did beat the consensus es...
Victor Golmer/iStock Editorial via Getty Images Investment Rating Update - "Buy" I updated my Buy rating on Novo Nordisk A/S ( NVO ) stock back in January, publishing a preview for the firm's Q4 print with a core thesis that a likely beat should have led to a strong post-earnings surge driven by double-beating and strong guidance. Novo reported in early February, and they did beat the consensus estimates as I expected: Seeking Alpha However, instead of a strong post-earnings rise, NVO is going through another phase of its downward-sloping correction - since my update, NVO is down almost 40% despite the earnings beat: Seeking Alpha The guidance cut for FY2026 was a shock to the Street's projections, hence the stock's deep correction. The firm's gross margin is compressing amid D&A and integration cost growth, and it looks like there's no end in sight given the competitive escalation from Eli Lilly ( LLY ). Despite the mounting fears, I believe NVO has reached its floor in terms of its valuation. In addition to that, the management's updated strategic vision to cut prices where necessary will lead to massive volume growth and offset most of the negatives coming from the pricing compression. The previous upside potential has become too optimistic given the recent news and events, but when I adjust the inputs for the new reality, the updated price target suggests NVO is grossly undervalued at today's price levels. Based on this, I believe Novo deserves a "Buy" rating. Novo's Recent Results And New Strategy The Q4 results were quite robust when we assess the headlines with no look at the guidance (for now). The revenue and adjusted EPS figures beat the consensus estimates by 2.94% and 2.47%, respectively, all thanks to the obesity care segment's strength, where sales went up by 31% (in DKK) as the demand for Wegovy remained exceptional. Novo's IR materials The margin contraction looks ugly with NVO's GP decreasing from 84.7% in 2024 to ~81% in FY2025 because of D&A and i...
Stock photo and footage/iStock via Getty Images Core consumer inflation will likely see upward pressure this spring, along with headline, due to the oil shock, according to forecasts from Pantheon Macroeconomics. After that, though the path of the core CPI will be down, with it falling below the Federal Reserve's 2% target, economists said. The impact on core CPI inflation from the spike in oil pr...
Stock photo and footage/iStock via Getty Images Core consumer inflation will likely see upward pressure this spring, along with headline, due to the oil shock, according to forecasts from Pantheon Macroeconomics. After that, though the path of the core CPI will be down, with it falling below the Federal Reserve's 2% target, economists said. The impact on core CPI inflation from the spike in oil prices ( USO ) ( BNO ) is less certain than the headline impact "given that firms can choose whether to pass on higher costs," Chief U.S. Economist Samuel Tombs said. "For now, we assume businesses change their prices to offset the oil price hit, but they might smooth through the shock, if they think it will prove temporary, or alternatively they might hike prices and then maintain them, despite the expected drop in oil prices later this year." See Pantheon's core CPI forecasts below: Pantheon Macroeconomics More on United States 10-Year Bond Yield Gauging The Mideast Supply Shock Rates Spark: The Epic Fury Calms Tehran Defies U.S. As Conflict Escalates And Markets Reel 3 Things to look out for on Tuesday Oil shock delays global rate cuts – TS Lombard
US equity futures waver as oil dips after President Trump said the war with Iran could end "very soon." Former Israeli Prime Minister Naftali Bennett discusses the conflict in the Middle East. Wei Li of BlackRock discusses the market reaction to the war. (Source: Bloomberg)
US equity futures waver as oil dips after President Trump said the war with Iran could end "very soon." Former Israeli Prime Minister Naftali Bennett discusses the conflict in the Middle East. Wei Li of BlackRock discusses the market reaction to the war. (Source: Bloomberg)
格隆汇3月10日｜高通科技公司与Wayve今日宣布一项技术合作，旨在为全球汽车制造商提供先进的量产准备ADAS和AD系统，拓展汽车制造商的选择。此次合作将Wayve AI Driver作为高通科技高性能、经过实地验证的Snapdragon Ride端到端AI驾驶智能层，该车型由系统单芯片（SoC）和紧密集成的主动安全软件组成，提供预集成系统，实现监管和免干预的ADAS部署，扩展到更广泛的驾驶环境和...
格隆汇3月10日｜高通科技公司与Wayve今日宣布一项技术合作，旨在为全球汽车制造商提供先进的量产准备ADAS和AD系统，拓展汽车制造商的选择。此次合作将Wayve AI Driver作为高通科技高性能、经过实地验证的Snapdragon Ride端到端AI驾驶智能层，该车型由系统单芯片（SoC）和紧密集成的主动安全软件组成，提供预集成系统，实现监管和免干预的ADAS部署，扩展到更广泛的驾驶环境和免手作、无需眼皮的能力。
Zevra Therapeutics ( ZVRA ) reported strong financial results for both the fourth quarter and full year 2025 . The company reported Q4 EPS of $0.19, beating analyst projections by $0.15. The revenue came in at $34.1M, rising about 184% Y/Y and 31% Q/Q. This was mainly driven by strong sales of its rare disease treatment, MIPLYFFA. For FY 2025, the company reported net revenue of $106.5M, compared ...
Zevra Therapeutics ( ZVRA ) reported strong financial results for both the fourth quarter and full year 2025 . The company reported Q4 EPS of $0.19, beating analyst projections by $0.15. The revenue came in at $34.1M, rising about 184% Y/Y and 31% Q/Q. This was mainly driven by strong sales of its rare disease treatment, MIPLYFFA. For FY 2025, the company reported net revenue of $106.5M, compared with $23.6M in 2024. A large part of this revenue came from $87.4M in sales of MIPLYFFA. The company also reported net income of $83.2M compared with a net loss of $105.5M in 2024. Earnings for the year were $1.40 per basic share and $1.35 per diluted share, showing a strong turnaround to profitability. The adoption of MIPLYFFA in the U.S. continued to grow, as the company received 24 prescription enrollment forms in Q4, bringing the total to 52 in 2025 and 161 since launch, while market access has reached 68% of covered lives. The therapy treats Niemann-Pick disease type C, a rare neurodegenerative condition. Zevra Therapeutics ( ZVRA ) also expanded its global expanded access program, with 113 patients enrolled as of Dec. 31, 2025. Zevra also made progress in its pipeline. In Q4, the company added eight new patients to its Phase 3 DiSCOVER trial for vascular Ehlers-Danlos syndrome, bringing the total number of enrolled patients to 52. It also held discussions with the U.S. Food and Drug Administration to explore regulatory options that could help accelerate the development of the program. Looking ahead, Zevra said it plans to focus on multiple growth opportunities in 2026, along with expanding the drug globally. Its application for approval of arimoclomol in Europe is currently under review by the European Medicines Agency. Zevra ended the year with $238.9M in cash, cash equivalents, and securities, which the company said is enough to support its plans without raising new capital in the near term. Zevra +19% pre-market to $10.86. More on Zevra Therapeutics, Inc. Zevra The...
Hims & Hers shares surged 46% after partnering with Novo Nordisk to offer FDA-approved Ozempic and Wegovy, moving away from compounded GLP-1 alternatives.
Hims & Hers shares surged 46% after partnering with Novo Nordisk to offer FDA-approved Ozempic and Wegovy, moving away from compounded GLP-1 alternatives.
Nscale aims to further strengthen its platform for production-scale AI deployments across multiple regions. Credit: Ocelot/Shutterstock.com. Nscale, a UK-based company specialising in AI infrastructure, has secured $2bn in Series C funding, at a valuation of $14.6bn. The financing round was led by Norwegian industrial investment company Aker and US-based venture capital firm 8090 Industries. Other...
Nscale aims to further strengthen its platform for production-scale AI deployments across multiple regions. Credit: Ocelot/Shutterstock.com. Nscale, a UK-based company specialising in AI infrastructure, has secured $2bn in Series C funding, at a valuation of $14.6bn. The financing round was led by Norwegian industrial investment company Aker and US-based venture capital firm 8090 Industries. Other participants in the round included Astra Capital Management, Citadel, Dell, Jane Street, Linden Advisors, Lenovo, Nokia, Nvidia, and Point72. Launched from stealth in May 2024, Nscale is focused on developing sustainable, AI-ready data centres. The company deploys large-scale graphic processing unit (GPU) infrastructure and provides high-performance AI cloud services. This end-to-end approach allows Nscale to co-design its data centres and GPU superclusters with an aim to deliver exceptional speed, performance, and efficiency for AI workloads. Nscale plans to use the Series C proceeds to advance its development of integrated AI infrastructure across Europe, North America, and Asia. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence The AI hyperscaler stated that the additional funds will allow it to increase its infrastructure capacity and expand both its engineering and operations teams. Nscale aims to further strengthen its platform for production-scale AI deployments across multiple regions. As part of this announcement, Nscale revealed three new appointments to its board of directors, adding Sheryl Sandberg, Susan Decker and Nick Clegg. Sandberg is currently co-founder of Sandberg Bernthal Venture Partners. She previously served as chief operating officer at Meta and held an executive role at Google. Decker is CEO and co-founder of Raftr as well as a former president of Yahoo. ...