RA'ANANA, Israel, May 11, 2026 (GLOBE NEWSWIRE) -- Inspira™ Technologies OXY B.H.N. Ltd. (NASDAQ: IINN, IINNW) ("Inspira," "Inspira Technologies," or the "Company"), today issued a letter to its shareholders from its Chief Executive Officer, Dagi Ben-Noon.
RA'ANANA, Israel, May 11, 2026 (GLOBE NEWSWIRE) -- Inspira™ Technologies OXY B.H.N. Ltd. (NASDAQ: IINN, IINNW) ("Inspira," "Inspira Technologies," or the "Company"), today issued a letter to its shareholders from its Chief Executive Officer, Dagi Ben-Noon.
avagyanlevon/iStock via Getty Images AI is Not Going to Extinguish the Software Industry The Software Industry is not static, as we see from how some of the software names discussed below are evolving. This article is more about Datadog ( DDOG ) and its ilk in the enterprise software world than concern about Upwork ( UPWK ). UPWK is a small part ($1B market cap) of a group that includes Fiverr ( F...
avagyanlevon/iStock via Getty Images AI is Not Going to Extinguish the Software Industry The Software Industry is not static, as we see from how some of the software names discussed below are evolving. This article is more about Datadog ( DDOG ) and its ilk in the enterprise software world than concern about Upwork ( UPWK ). UPWK is a small part ($1B market cap) of a group that includes Fiverr ( FVRR ) and probably many other private companies. There are so many angles to this story. Let’s start with one of the biggest false themes of this decade. The notion that AI will destroy all Enterprise Software, making enterprise application software unnecessary. I keep looking for evidence, and it is just not there. It's frustrating, but it also offers an opportunity for those seeking alpha (see what I did there?) There Are 2 Categories of Enterprise Software First, it is what used to be called packaged software before it went to the cloud, so names like Workday ( WDAY ) and Salesforce ( CRM ) have been marked for death. As an aside, I think CRM could be run better, but that is not existential. No, here the conceit is that users are going to cancel their contracts, and these names are going the way of the buggy whip. The fact that the same AI software companies that are the 4 horsemen of the apocalypse for software actually use such software themselves seems to be lost on market participants. Check out this interesting Fast Company article where (scroll down 17 paragraphs) an executive at Anthropic states that they “built MCP so it could plug into Gmail, Slack, Salesforce, or whatever a company actually runs on.” ( cite ). The ability to run agentic software that can plug into actual enterprise software services means they need those capabilities to exist, and taking them away would be existential for them. Could they build these applications faster and more cost-effectively now? Yes, but enterprises have put in a ton of investment, and the software makers themselves have p...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Survey Monday What's your outlook on U.S.-China relations for the remainder of 2026? • Bullish (real detente and verifiable trade agreements) • Bearish (decoupling, escalation, and market volatility) • Neutral (token deals and a structural stalemate) Click he...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Survey Monday What's your outlook on U.S.-China relations for the remainder of 2026? • Bullish (real detente and verifiable trade agreements) • Bearish (decoupling, escalation, and market volatility) • Neutral (token deals and a structural stalemate) Click here to take the poll and don't forget to share your thoughts in the WSB comments section . Good morning! Here's the latest in trending: Extraordinary rally: The great chip melt-up is showing no signs of abating , stunning even the most optimistic investors. Not even close: Iran responds to the U.S. ceasefire deal, but Trump calls the proposal 'totally unacceptable.' Utility bills: Millions of Americans are unknowingly paying for electricity projects that are yet to be completed . High-stakes talks It's a summit that has been in the works for quite some time. A detente between President Trump and China's Xi Jinping already took shape in October after a bruising trade war that saw the U.S. level triple-digit tariffs on Chinese imports before Beijing retaliated by restricting the supply of rare earths. While a subsequent face-to-face meeting between the two leaders went some of the way in reaching understandings on farm products, fentanyl, chips, and energy, there is still much in terms of trade and geopolitics that needs to be hashed out. Coming up: It has been over seven months since the two leaders sat down face-to-face, but Trump will head to China later this week for a delayed state visit. It'll be his first time in the country since 2017. The meeting is being overshadowed by the recent Supreme Court ruling that declared many of Trump's tariffs illegal on imports worldwide, as well as the war in the Middle East. China is one of Iran's largest diplomatic backers and its biggest buyer of oil, while the U.S. Treasury recently sanctioned five Chinese oil refiners for processin...
spawns/iStock via Getty Images Introduction As an income-focused investor, a company's ability to sustain its dividend is essential for my personal investment philosophy. One sector that I use for income, the BDC ( BIZD ) sector, has experienced a multitude of headwinds in recent years. And these have put pressure on their dividend-paying abilities. From declining interest rates to the recent soft...
spawns/iStock via Getty Images Introduction As an income-focused investor, a company's ability to sustain its dividend is essential for my personal investment philosophy. One sector that I use for income, the BDC ( BIZD ) sector, has experienced a multitude of headwinds in recent years. And these have put pressure on their dividend-paying abilities. From declining interest rates to the recent software sell-off, many premier BDCs have faced selling pressure. While some have navigated successfully so far, Blackstone Secured Lending's ( BXSL ) recent quarter showed warning signs that shouldn't be ignored. In this article, I discuss BXSL's latest quarter, fundamentals, key warning signs investors shouldn't ignore, and why I believe their recent underperformance is likely to continue. Previous Hold Thesis I last covered Blackstone Secured Lending back in March in an article titled 11.3% Discount And 13% Yield Attractive, But I Have A Few Concerns. During their Q4, BXSL's dividend coverage was at 104%, giving them little room for error. Although net investment income declined year-over-year on a per share basis, it increased in total dollar amount by 2%. Their top line also managed to see growth of $5 million from the prior year. Despite the discount and double-digit yield, the sequential decline in NAV, increase in leverage, higher software exposure, and growing PIK were reasons to be concerned. Believing all of that would impact their dividend sustainability, I warned investors to remain cautious despite the attractive yield and discount. Since BXSL is up a little over 3% compared to the S&P ( SP500 ), up roughly 8%. Seeking Alpha Recent Quarter Show Concerns Are Mounting Blackstone Secured Lending's Q1 earnings further solidified the concerns I've had with the BDC sector for the past year. While their bottom line beat estimates by $0.03, dividend coverage fell from the prior quarter's 104% to 100%. NII amounted to $0.77, down from $0.80 in Q4 and $0.83 the previous yea...
CAMBRIDGE, Mass., May 11, 2026 (GLOBE NEWSWIRE) -- Intellia Therapeutics, Inc. (Nasdaq: NTLA), a leading biopharmaceutical company focused on revolutionizing medicine leveraging CRISPR gene editing and other core technologies, today reported business updates and financial results for the first quarter ended March 31, 2026.
CAMBRIDGE, Mass., May 11, 2026 (GLOBE NEWSWIRE) -- Intellia Therapeutics, Inc. (Nasdaq: NTLA), a leading biopharmaceutical company focused on revolutionizing medicine leveraging CRISPR gene editing and other core technologies, today reported business updates and financial results for the first quarter ended March 31, 2026.
- Positive pre-BLA meeting completed with FDA for z-rostudirsen in exon 51 DMD; on track for BLA submission in Q2 2026 and potential launch in Q1 2027 -
- Positive pre-BLA meeting completed with FDA for z-rostudirsen in exon 51 DMD; on track for BLA submission in Q2 2026 and potential launch in Q1 2027 -
Study to evaluate ficerafusp alfa in combination with pembrolizumab as a loading and every-three-week maintenance regimen in 1L R/M HPV-negative HNSCC expected to initiate in Q3 2026
Study to evaluate ficerafusp alfa in combination with pembrolizumab as a loading and every-three-week maintenance regimen in 1L R/M HPV-negative HNSCC expected to initiate in Q3 2026
U.S. hyperscalers came into the year planning to spend over $700 billion to build new data centers. Just three months later, most of them realized they would need to spend even more. Three of the four major hyperscalers increased their capital expenditure (capex) budgets for the year alongside their first-quarter earnings reports. And they may be just getting started. Leading contract chip manufac...
U.S. hyperscalers came into the year planning to spend over $700 billion to build new data centers. Just three months later, most of them realized they would need to spend even more. Three of the four major hyperscalers increased their capital expenditure (capex) budgets for the year alongside their first-quarter earnings reports. And they may be just getting started. Leading contract chip manufacturer Taiwan Semiconductor Manufacturing (NYSE: TSM) estimates the semiconductor market will reach $1.5 trillion by 2030, roughly double the amount spent in 2025. That's also an increase from its previous estimate for just over $1 trillion in spending by 2030. While there are plenty of semiconductor companies experiencing soaring demand amid the current spike in spending, Taiwan Semiconductor (TSMC for short) stands out as a long-term winner among the crowd. Continue reading
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More on Constellation Energy Constellation Energy: Riding Nuclear Demand And The AI Power Boom Constellation Energy: Lower Price Improves Upside, But Uncertainty Remains Constellation Energy: Creating More Visibility For Investors Constellation Energy Q1 2026 Earnings Preview Quant check: Power stocks in focus as EVs, data center demand drive global electricity surge
Crude is climbing to start the week as Morgan Stanley is warning that crude prices are being held at bay from much higher losses. But that could change.
Crude is climbing to start the week as Morgan Stanley is warning that crude prices are being held at bay from much higher losses. But that could change.