Jade Biosciences, Inc. press release ( JBIO ): Q1 GAAP EPS of -$0.57 misses by $0.09 . As of March 31, 2026, Jade had cash, cash equivalents, and investments of $311.3M. Net loss totaled $40.4M for the first quarter ended March 31, 2026, compared to $38.2M for the quarter ended March 31, 2025. More on Jade Biosciences, Inc. Jade Biosciences: Caution Advised Before Clinical Trial Results Jade Biosc...
Jade Biosciences, Inc. press release ( JBIO ): Q1 GAAP EPS of -$0.57 misses by $0.09 . As of March 31, 2026, Jade had cash, cash equivalents, and investments of $311.3M. Net loss totaled $40.4M for the first quarter ended March 31, 2026, compared to $38.2M for the quarter ended March 31, 2025. More on Jade Biosciences, Inc. Jade Biosciences: Caution Advised Before Clinical Trial Results Jade Biosciences, Inc. (JBIO) Presents at Oppenheimer 36th Annual Healthcare Life Sciences Conference Prepared Remarks Transcript Seeking Alpha’s Quant Rating on Jade Biosciences, Inc. Historical earnings data for Jade Biosciences, Inc. Dividend scorecard for Jade Biosciences, Inc.
Muhammad Farhad White House National Economic Council Director Kevin Hassett dismissed the idea that the U.S. might restructure its debt by swapping out higher-coupon Treasuries for ones with lower interest rate payments across the maturity curve. “There’s not a chance in a million years that this administration would ever do anything that looks in any way like a debt default,” Hassett told Bloomb...
Muhammad Farhad White House National Economic Council Director Kevin Hassett dismissed the idea that the U.S. might restructure its debt by swapping out higher-coupon Treasuries for ones with lower interest rate payments across the maturity curve. “There’s not a chance in a million years that this administration would ever do anything that looks in any way like a debt default,” Hassett told Bloomberg TV on Friday . Hassett's comments come the day after DoubleLine Capital's ( DSL ) J effrey Gundlach told Bloomberg TV that he was concerned the U.S. might conduct such a swap in response to a potential recession. While noting the scenario was unlikely, Gundlach said he has replaced higher-coupon Treasuries with the lowest-coupon ones of the same maturity in some of his portfolios. Hassett said on Friday that the Trump administration was committed to fiscal responsibility. “There is absolutely nothing that we’re going to do other than be fiscally responsible," Hassett told Bloomberg TV, adding, “We believe in the strong dollar, and we believe in a strong, fiscally responsible government.” More on United States 2-Year Bond Yield, United States 10-Year Bond Yield, etc. Latest Middle East Turmoil Revives Inflation Worries Rates Spark: 10yr SOFR Hits The 4% Handle Oil Spikes Rhyme Through Time Deutsche Bank flags a growing divergence between stocks, oil, and bonds BNP Paribas warns that the Middle East conflict will slow global growth and fuel inflation
Alphabet faces a new UK antitrust lawsuit targeting its display advertising business, with claimants seeking up to £3b in damages for alleged exclusionary practices. EU regulators are assessing whether Google's proposed changes to news search rankings comply with the Digital Markets Act, with a final ruling pending that could bring fines or operational changes. These regulatory and legal actions a...
Alphabet faces a new UK antitrust lawsuit targeting its display advertising business, with claimants seeking up to £3b in damages for alleged exclusionary practices. EU regulators are assessing whether Google's proposed changes to news search rankings comply with the Digital Markets Act, with a final ruling pending that could bring fines or operational changes. These regulatory and legal actions arrive shortly after Alphabet reported record Q1 earnings and highlighted heavy spending on AI...
Muenz/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25) Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of News. Welcome back to another week of Wall Street Roundup. What do you got for us? Brian Stewart: So I was trying to think of a meta...
Muenz/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25) Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of News. Welcome back to another week of Wall Street Roundup. What do you got for us? Brian Stewart: So I was trying to think of a metaphor for this week and the last couple of weeks, really. This week we had ( AMD ) report earnings. You had a rally, especially in AI infrastructure stocks. Meanwhile, we saw the overhang about the Iran war . There was some hope earlier in the week that seems to have fizzled a little bit, but still the market really, really, really wants to believe that that's going to resolve itself positively in a relatively short period of time. I was just thinking the market has a habit of turning lemons into lemonade, right? So this week is basically turning lemons into limoncello, just raise the glass to the tech stocks , even though we have this Iran conflict hanging over us. Rena Sherbill: I like the metaphor, by the way. I like where you landed. Brian Stewart: Thank you. If we we dig into the numbers a little bit, so AMD surge 18% on earnings reached a new high. It's at new highs today. It's continued to push higher. It's now doubled year to date and is up 325 % in the past year. If you scan through the analysts' response to the earnings, basically you have kind of a split. have the, this was great. The company's obviously knocking out of the park, nothing but upside from here. And then you have the people who are like, this was great. Company's obviously knocking out of the park, it's probably gone too far. So the battleground over AMD generally is gonna be on the valuation front. Meanwhile, with those earnings, you have Micron ( MU ) up 25 % in the past five days, you SanDisk ( SNDK ) up 19%, you have Intel ( INTC ) up 20%, AMD up 26%, Qualcomm ( QCOM ) up 28%. So you have this su...
All of Google's products have been getting more AI features, including Chrome, which now offers split-screen Gemini chatbot support, the ability to automate web browsing , and more. Some desktop Chrome users have also noted that the browser appears to suddenly want more storage space for AI. This is true—Chrome does download a 4GB AI model for on-device processing. It's been doing that for years, ...
All of Google's products have been getting more AI features, including Chrome, which now offers split-screen Gemini chatbot support, the ability to automate web browsing , and more. Some desktop Chrome users have also noted that the browser appears to suddenly want more storage space for AI. This is true—Chrome does download a 4GB AI model for on-device processing. It's been doing that for years, though. Google hasn't actually changed anything about Chrome's on-device AI, but the confusion is understandable, as the company has done a poor job of explaining what it's doing and why. This is, unfortunately, par for the course with Google's AI efforts. Just this week, someone noticed that Chrome had downloaded a 4GB Gemini Nano model and inferred from its sudden appearance that Google was deploying that AI on all Chrome installs right now. That's not exactly true. Google announced in 2024 that it would begin adding local AI capabilities to Chrome, powering features like Help Me Write, tab organization, and scam detection. Read full article Comments
In recent weeks, Marvell Technology has secured a US$2.00 billion investment and product collaboration with Nvidia, advanced AI chip discussions with Alphabet, and completed acquisitions such as Polariton Technologies to deepen its optical and data center capabilities. Together with record data center revenue, over 50 custom AI design wins, and rising earnings estimates, these moves highlight Marv...
In recent weeks, Marvell Technology has secured a US$2.00 billion investment and product collaboration with Nvidia, advanced AI chip discussions with Alphabet, and completed acquisitions such as Polariton Technologies to deepen its optical and data center capabilities. Together with record data center revenue, over 50 custom AI design wins, and rising earnings estimates, these moves highlight Marvell’s growing role as a custom silicon and interconnect partner to major hyperscalers. Next,...
Transcontinental Realty Investors press release ( TCI ): Q1 GAAP EPS of $0.02. Revenue of $12.3M (+2.4% Y/Y). More on Transcontinental Realty Investors Financial information for Transcontinental Realty Investors
Transcontinental Realty Investors press release ( TCI ): Q1 GAAP EPS of $0.02. Revenue of $12.3M (+2.4% Y/Y). More on Transcontinental Realty Investors Financial information for Transcontinental Realty Investors
Earlier this year, investors got a reminder that stock prices don't always go straight up. The Iran war caused the S&P 500 (SNPINDEX: ^GSPC) to decline by 9% in March. The equity market has since recovered those losses, but it was a jolt that many investors didn't expect after a year of steadily rising stock prices. Unfortunately, my fears when a situation like this plays out came true -- people r...
Earlier this year, investors got a reminder that stock prices don't always go straight up. The Iran war caused the S&P 500 (SNPINDEX: ^GSPC) to decline by 9% in March. The equity market has since recovered those losses, but it was a jolt that many investors didn't expect after a year of steadily rising stock prices. Unfortunately, my fears when a situation like this plays out came true -- people ran for the exits. The Vanguard S&P 500 ETF (NYSEMKT: VOO) saw a net outflow of $11 billion in March, only the second negative month in more than three years. Granted, it's only one ETF but this one tends to be a pretty good proxy for overall investor sentiment and behavior. Studies have consistently shown that investors don't earn nearly the same returns as the underlying indices due to mistimed trading. Some of those gaps can be significant. Continue reading
FEATURE It costs a lot more to fuel up a gasoline-powered car than it did a year ago. But prices at the pump will have to get way more expensive before people consider buying an electric vehicle. Gas prices are about $4.
FEATURE It costs a lot more to fuel up a gasoline-powered car than it did a year ago. But prices at the pump will have to get way more expensive before people consider buying an electric vehicle. Gas prices are about $4.
MARA Holdings ( MARA ) is set to report its FY26 Q1 earnings on 11 May, Monday after market close. Analysts expect EPS of -2.34 and revenue of ~184.21M. The focus will be on how the company is handling losses while shifting its business strategy. Recently, FTAI Infrastructure ( FTAI ) agreed to sell Long Ridge Energy & Power to MARA in a ~$1.52B deal, including ~$785M debt. The asset is expected t...
MARA Holdings ( MARA ) is set to report its FY26 Q1 earnings on 11 May, Monday after market close. Analysts expect EPS of -2.34 and revenue of ~184.21M. The focus will be on how the company is handling losses while shifting its business strategy. Recently, FTAI Infrastructure ( FTAI ) agreed to sell Long Ridge Energy & Power to MARA in a ~$1.52B deal, including ~$785M debt. The asset is expected to generate ~$144M in annualized adjusted EBITDA based on H2 2025 performance. This deal is aimed at giving MARA more stable and cash-generating operations for its long-term plans. Earlier, the company also launched the MARA Foundation at the Bitcoin 2026 event in Las Vegas. The foundation will work on Bitcoin ( BTC-USD ) security, quantum resistance, open-source development, self-custody tools, policy work, and education for developers and regulators. In Q4, the company reported a heavy ~$1.7B net loss and revenue of ~$202.3M, missing estimates. At the same time, MARA is shifting toward AI and HPC through a Starwood joint venture targeting 1+ GW data center capacity. In March 2026, it sold 15,133 BTC (~28% of holdings) for ~$1.1B and used the cash to repay ~$1B of convertible notes due in 2030–2031. On a YTD basis, MARA stock is up ~39.20%, compared to ~7.18% for the S&P 500 ( SP500 ). Ratings are mixed, with Quant and Seeking Alpha at 'Hold,' while Wall Street analysts stay positive with a Buy rating at 3.76. Investors will now watch if Q1 shows any improvement in execution and strategy shift. More on MARA Holdings MARA Holdings, Inc. (MARA) Long Ridge Energy & Power LLC - M&A Call - Slideshow MARA Holdings, Inc. (MARA) M&A Call Transcript MARA Holdings: De-Risking The Balance Sheet For The AI Boom Bitcoin surge above $80K fuels rally in cryptocurrency-linked stocks FTAI Infrastructure to sell Long Ridge Energy to MARA Holdings in $1.5B deal
Faraday Copper press release ( FDY:CA ): Q1 GAAP EPS of C$0.04. Cash and cash equivalents of C$120.79M. More on Faraday Copper Historical earnings data for Faraday Copper Financial information for Faraday Copper
Faraday Copper press release ( FDY:CA ): Q1 GAAP EPS of C$0.04. Cash and cash equivalents of C$120.79M. More on Faraday Copper Historical earnings data for Faraday Copper Financial information for Faraday Copper
Earnings Call Insights: FTAI Infrastructure Inc. (FIP) Q1 2026 Management View CEO & President Kenneth Nicholson opened with the Long Ridge divestiture, saying, "we signed an agreement to sell Long Ridge to Mara Holdings for an aggregate transaction value of $1.52 billion" and adding, "we expect to close the transaction in the third quarter of this year after receiving required regulatory approval...
Earnings Call Insights: FTAI Infrastructure Inc. (FIP) Q1 2026 Management View CEO & President Kenneth Nicholson opened with the Long Ridge divestiture, saying, "we signed an agreement to sell Long Ridge to Mara Holdings for an aggregate transaction value of $1.52 billion" and adding, "we expect to close the transaction in the third quarter of this year after receiving required regulatory approvals, and there are no other material conditions to closing." Nicholson said, "Existing Long Ridge debt will either be repaid or assumed by the purchaser, bringing expected net proceeds to FTAI in excess of $300 million." Nicholson framed the strategic shift toward balance sheet improvement and rail growth: "the sale of Long Ridge will allow us to accomplish 2 key goals: First, deleveraging" and "second, increasing our focus on our core freight rail business." He added, "We expect 2026 to be an active year for our railroad" and said the company is "actively evaluating multiple opportunities" in rail. On debt reduction and cash flow, Nicholson said, "we expect to reduce parent debt by at least $300 million and reduce our parent level interest expense by about $30 million per year meaningfully improving our leverage metrics." He also said, "we're also excited about the future of our 2 terminals" and is "focused on ensuring that both Jefferson Repauno each reach their earnings potential with the view to monetizing both assets in the future." Financial performance was led by higher consolidated profitability, with Nicholson stating, "Adjusted EBITDA for Q1 came in at $70.6 million, up materially from $35.2 million for the first quarter of 2025," and noting Long Ridge downtime: "we took an outage for 25 days that impacted revenues and EBITDA for the quarter." He added, "Excluding the impact of the outage, our consolidated Q1 EBITDA would have exceeded $80 million." CFO commentary was not included in the transcript; Buck Fletcher was introduced but did not deliver prepared remarks. ...
Earnings Call Insights: Olin Corporation (OLN) Q1 2026 Management View “Amid a very dynamic operating environment in the first quarter, the Olin team executed with discipline, maintaining focus on running our assets safely and reliably, removing structural costs through our Beyond250 program and preserving liquidity, all while staying firmly committed to our value-first commercial approach.” (Pres...
Earnings Call Insights: Olin Corporation (OLN) Q1 2026 Management View “Amid a very dynamic operating environment in the first quarter, the Olin team executed with discipline, maintaining focus on running our assets safely and reliably, removing structural costs through our Beyond250 program and preserving liquidity, all while staying firmly committed to our value-first commercial approach.” (President, CEO & Director Kenneth Lane) “During the first quarter, our Epoxy business returned to profitability, and we saw early signs of demand growth for Winchester commercial ammunition.” (President, CEO & Director Lane) “The Iran conflict introduced significant disruption across global petrochemical supply chains... While these dynamics did not materially benefit our first quarter results due to normal pricing lags, they meaningfully improved the outlook for the second quarter.” (President, CEO & Director Lane) “Several Asian vinyls producers have declared force majeure due to limited access to feedstocks and rapidly increasing costs... Trade publications estimate that 6% to 9% of annual vinyls capacity is impacted globally.” (President, CEO & Director Lane) “Olin has announced a total of $185 per ton in domestic caustic soda price increases for implementation in the first half of 2026.” (President, CEO & Director Lane) “In addition to these actions, we are focused on raising prices... Olin announced March and April Epoxy resin price increases totaling more than USD 1,200 per ton in North America and EUR 1,300 per metric ton in Europe.” (President, CEO & Director Lane) “In February, we took proactive steps to amend our bank credit facilities, providing greater covenant flexibility through late 2027... we maintain full access to our revolving credit facility and $1.3 billion of available liquidity.” (Senior VP & CFO Todd Slater) “We have a clear line of sight to more than $250 million of cumulative savings by 2028... and expect to deliver an incremental $100 million to $120...
MF3d/E+ via Getty Images Baidu's ( BIDU ) artificial intelligence chipmaking unit, Kunlunxin, is aiming for a minimum valuation of $14.7B for its eventual inclusion on the Hong Kong stock exchange, according to the South China Morning Post . The company has also taken measures for an initial public offering on the mainland Chinese market, the report said. China International Capital, a state-backe...
MF3d/E+ via Getty Images Baidu's ( BIDU ) artificial intelligence chipmaking unit, Kunlunxin, is aiming for a minimum valuation of $14.7B for its eventual inclusion on the Hong Kong stock exchange, according to the South China Morning Post . The company has also taken measures for an initial public offering on the mainland Chinese market, the report said. China International Capital, a state-backed investment bank, is helping the company take steps to complete the IPO process. The Chinese government has encouraged the rise of domestic chipmaking companies. What's more, Kunlunxin is also seeking placement on the Sci-Tech Innovation board, dubbed the Star Market, on the Shanghai Stock Exchange. Alibaba's ( BABA ) AI chipmaking subsidiary, T-Head, is also pursuing an IPO. The company designs chips for computing and storage. Tencent ( TCEHY ), another massive China-based corporation, has invested heavily in tech initiatives as well and is considering a large investment in DeepSeek ( DEEPSEEK ), which develops frontier large language models. The company has made a hard push recently to utilize Chinese-designed processors in order to shift away from overreliance on Nvidia's ( NVDA ) GPUs. More on Baidu Baidu: Q4 Results Continue To Re-Affirm Structural Slowdown Baidu: Pivoting To AI Infrastructure, Robotaxis, And Embodied Robotics At A Discount Baidu's Deep Value And The Risks The Market Is Ignoring China halts robotaxi approvals after Baidu outage - report Baidu HK shares jump 8.5%, extend gains on strong cloud momentum