UiPath ( PATH ) announced on Tuesday the release of agentic AI capabilities on UiPath Automation Suite. The company said that the Automation Suite updates help government agencies and regulated industries accelerate agentic AI and automation adoption and are designed to address strict data sovereignty and compliance requirements. It added that these new capabilities empower agencies to deploy agen...
UiPath ( PATH ) announced on Tuesday the release of agentic AI capabilities on UiPath Automation Suite. The company said that the Automation Suite updates help government agencies and regulated industries accelerate agentic AI and automation adoption and are designed to address strict data sovereignty and compliance requirements. It added that these new capabilities empower agencies to deploy agentic AI within their infrastructure using cloud-hosted or self-hosted large language models (LLMs), maintaining control over data residency while advancing workforce productivity, operational efficiency, and constituent services. According to the company, the latest UiPath Automation Suite runs across AWS, Microsoft Azure, and OpenShift environments, allowing agencies to use the infrastructure they already trust. Through integrations with Microsoft, OpenAI, Nvidia, Google Cloud, Salesforce, Snowflake, and others, agencies can leverage existing technology investments while scaling agentic automation securely. Additionally, customers can deploy agentic AI using cloud-hosted models, including OpenAI, Google Gemini, Anthropic, or fully self-hosted models, providing flexibility to meet data residency, security, and compliance requirements. “As government agencies adopt agentic automation, our focus is helping them stay in control of their data, models, and how AI is used,” said Chris Radich , Public Sector Chief Technology Officer at UiPath. “The UiPath Platform brings together AI, automation, and orchestration so agencies can run workflows end-to-end, improve service delivery, and meet the security and compliance standards they operate under.” More on UiPath UiPath, Inc. (PATH) Discusses Product Strategy, Roadmap, and Agentic Business Orchestration Capabilities Transcript UiPath: My Buy Zone Has Materialized - Agentic Automation Beneficiary UiPath: Why Take The Risk When There Are Better AI Options? UiPath CTO Raghu Malpani takes expanded role as chief product and technology off...
Unusual Machines ( UMAC ) on Tuesday said it has initiated about $75M in strategic purchase orders to secure materials and inventory as it prepares for rising demand across its drone component lines. The company said the investment is aimed at strengthening its U.S.-based, NDAA-compliant supply chain and enabling production at scale over the next 12 months. The move follows a recent $150M capital ...
Unusual Machines ( UMAC ) on Tuesday said it has initiated about $75M in strategic purchase orders to secure materials and inventory as it prepares for rising demand across its drone component lines. The company said the investment is aimed at strengthening its U.S.-based, NDAA-compliant supply chain and enabling production at scale over the next 12 months. The move follows a recent $150M capital raise intended to fund inventory and long-lead materials. Unusual Machines said the spending reflects increasing visibility into structured procurement programs and growing demand tied to U.S. drone initiatives, alongside tighter regulatory requirements favoring domestic production. More on Unusual Machines Unusual Machines: How To Play The Drone Boom Without Betting On A Single Platform Unusual Machines: From Vast Opportunity To Concrete Execution (Upgrade) Unusual Machines' Drones Go Vertical Unusual Machines secures $5M+ deal in counter-UAS; deliveries start in April Unusual Machines secures over $5M order from Powerus
Welcome back to Bloomberg’s Defense Monitor , a weekly rundown on the companies, geopolitics and finances of the future battlefield. Sign up now if you’re not already on the list. Well, hello again. Let’s check the headlines and ... yep, not only is the strait still closed , but a ceasefire is still in place despite fire very much not being ceased . The North Atlantic Treaty Organization is also i...
Welcome back to Bloomberg’s Defense Monitor , a weekly rundown on the companies, geopolitics and finances of the future battlefield. Sign up now if you’re not already on the list. Well, hello again. Let’s check the headlines and ... yep, not only is the strait still closed , but a ceasefire is still in place despite fire very much not being ceased . The North Atlantic Treaty Organization is also in the headlines, for all the wrong reasons. US President Donald Trump removed troops from Germany because it’s among the European countries that aren’t helping clean up the Gulf situation after the US and Israel started their war with Iran. US commercial flights to Venezuela resumed for the first time since a military operation there captured the country’s president, Nicolas Maduro, and his wife. Speaking of commercial flights, an increasingly nervous chorus of voices from Europe and Asia is warning that jet fuel is approaching critical shortages that may curtail air travel. US Central Command asked to transfer the Dark Eagle hypersonic strike system — a weapon so new there are no more than eight missiles in existence — to the Gulf for use in the Iran war. Oil reacted to Trump’s stated plan of maintaining the US blockade by staying above $100 a barrel. Meanwhile, the United Arab Emirates left OPEC . And Iran reiterated in public statements it has no intention of giving up its nuclear program. For a look at why North Korea’s example shows how that might be a rational decision, read on to the Breakout ... — Gerry Doyle Market Snapshot Palantir Technologies Inc $146.03 +1.4% Lockheed Martin Corp $518.15 +1.0% Boeing Co/The $221.30 -2.7% Northrop Grumman Corp $567.00 -0.2% Market data as of 08:53 AM ET. Data is subject to provider delays. Breakout One of the reasons the US has given for attacking Iran is to eliminate Tehran’s nuclear program. But in doing so, it may have provided painful evidence that such a program is needed . Just look at North Korea. Pyongyang’s nuclear arse...
PM Images/DigitalVision via Getty Images Market Summary During the first quarter of 2026, market leadership shifted as small-cap stocks outperformed large caps amid a rotation away from crowded trades by investors. The Russell 2000® small-cap benchmark surpassed the broader market, as measured by the S&P 500®, and growth stocks (particularly large caps) pulled back as value stocks surged, signalin...
PM Images/DigitalVision via Getty Images Market Summary During the first quarter of 2026, market leadership shifted as small-cap stocks outperformed large caps amid a rotation away from crowded trades by investors. The Russell 2000® small-cap benchmark surpassed the broader market, as measured by the S&P 500®, and growth stocks (particularly large caps) pulled back as value stocks surged, signaling a notable change in investor preferences. Non-U.S. equities outperformed U.S. equities for much of the quarter, though that trend reversed sharply in March as the blockade of the Strait of Hormuz weighed more heavily on energy-dependent economies outside the U.S. While the quarter ended with a sharp rally on hopes that hostilities might ease and the Strait of Hormuz could reopen, markets remained highly sensitive to geopolitical developments. Energy was the top-performing sector across market capitalizations, benefiting from higher oil prices and driving strong returns for value-oriented benchmarks. Fund Performance The Virtus KAR Small-Cap Value Fund returned 0.43% (Class I), underperforming the Russell 2000® Value Index's 4.96% return. An underweight position in the energy sector, combined with stock selection in financials, detracted from performance. Stock selection and an underweight position in the real estate sector contributed positively to performance, as did stock selection in the consumer discretionary sector. UniFirst ( UNF ) and RBC Bearings ( RBC ) were the largest contributors to performance during the quarter. Shares of UniFirst, a leading provider of customized business uniforms, facility service products, and first aid and safety services, increased, which we believe was due to the company recently being acquired. RBC, which manufactures highly engineered precision bearings for many industries, continues to benefit from robust demand across the aerospace and defense end markets. Houlihan Lokey ( HLI ) and Thor Industries ( THO ) were the largest detracto...
UL Solutions press release ( ULS ): Q1 Non-GAAP EPS of $0.50 beats by $0.09 . Revenue of $758M (+7.5% Y/Y) beats by $9.34M . Organic revenue growth of 5.7%, led by the Industrial segment. The Company’s 2026 outlook includes: Mid-single digit constant currency organic revenue growth Inclusive of approximately 1% revenue reduction from the previously announced expense reduction initiative (the “Rest...
UL Solutions press release ( ULS ): Q1 Non-GAAP EPS of $0.50 beats by $0.09 . Revenue of $758M (+7.5% Y/Y) beats by $9.34M . Organic revenue growth of 5.7%, led by the Industrial segment. The Company’s 2026 outlook includes: Mid-single digit constant currency organic revenue growth Inclusive of approximately 1% revenue reduction from the previously announced expense reduction initiative (the “Restructuring Plan”) Adjusted EBITDA margin improvement to approximately 27.0% Effective tax rate of approximately 26% Capital expenditures between 7% and 8% of revenue Continuing to pursue acquisitions and portfolio refinements More on UL Solutions UL Solutions: Test Business Testing Its Highs UL Solutions Inc. (ULS) Presents at BofA Securities 2026 Information & Business Services Conference Transcript UL Solutions Inc. (ULS) Q4 2025 Earnings Call Transcript UL Solutions added as a new long idea at Hedgeye UL Solutions outlines mid-single-digit organic growth target for 2026 while strengthening software focus through EHS divestiture
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 AI Stocks with Potential to Rise 1000 Percent. On April 30, 2026, Oppenheimer initiated coverage of Palantir Technologies Inc. (NASDAQ:PLTR) with an Outperform rating and a $200 price target. The firm pointed to the company’s Ontology-based system, which it said creates high switching costs once deployed, […]
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 AI Stocks with Potential to Rise 1000 Percent. On April 30, 2026, Oppenheimer initiated coverage of Palantir Technologies Inc. (NASDAQ:PLTR) with an Outperform rating and a $200 price target. The firm pointed to the company’s Ontology-based system, which it said creates high switching costs once deployed, […]
(RTTNews) - Solaris Energy Infrastructure, Inc. (SEI), said Tuesday that its subsidiary Solaris Energy Infrastructure, LLC, a subsidiary of Solaris, intends to offer $1.3 billion of senior notes due 2031.
(RTTNews) - Solaris Energy Infrastructure, Inc. (SEI), said Tuesday that its subsidiary Solaris Energy Infrastructure, LLC, a subsidiary of Solaris, intends to offer $1.3 billion of senior notes due 2031.
Jonathan Kitchen Stock index futures were mixed in Tuesday trading as investors awaited fresh economic data. Here are the four stocks to watch on the day: Coinbase Global ( COIN ) gained 4.1% in premarket trading after the crypto exchange company announced a restructuring that will reduce its headcount by ~14%. Co-founder and CEO Brian Armstrong cited market cyclicality and advances in artificial ...
Jonathan Kitchen Stock index futures were mixed in Tuesday trading as investors awaited fresh economic data. Here are the four stocks to watch on the day: Coinbase Global ( COIN ) gained 4.1% in premarket trading after the crypto exchange company announced a restructuring that will reduce its headcount by ~14%. Co-founder and CEO Brian Armstrong cited market cyclicality and advances in artificial intelligence as the key reasons for the workforce reduction. GameStop ( GME ) slipped 0.71% in premarket trading as investor Michael Burry exited his entire position in the company. The reversal of his earlier bullish stance comes amid concerns over rising debt and long-term financial health following GameStop’s proposed $56 billion cash-and-stock acquisition of eBay. Shares fell 10% on Monday, marking their biggest intraday drop in 10 months. Apple ( AAPL ) declined 0.31% in premarket trading after discontinuing the 256 GB version of the Mac mini last week. The move pushed the starting price on the popular computer, which has seen a resurgence thanks to AI agents, to $799 from $599. Wedbush Securities said the decision was likely made to protect the tech giant’s margins. UnitedHealthcare ( UNH ) edged down 0.32% in premarket trading despite announcing it would eliminate authorization requirements for 30% of healthcare services that previously required insurer approval. The company said prior authorization is currently required for only 2% of its medical services, with approximately 92% of submitted authorizations approved in less than 24 hours on average. More related stories GameStop's 'Crazy Idea' To Buy EBay Isn't So Crazy, But It Is Risky eBay And GameStop: A Deal Made In Meme Heaven GameStop And eBay: A Bold Deal With Real Dilution Risk Apple discontinuing the $599 Mac mini is a way to protect margins: Wedbush Coinbase Global cuts headcount by ~14%; stock climbs 4%
Jonathan Kitchen Stock index futures were mixed in Tuesday trading as investors awaited fresh economic data. Here are the four stocks to watch on the day: Coinbase Global ( COIN ) gained 4.1% in premarket trading after the crypto exchange company announced a restructuring that will reduce its headcount by ~14%. Co-founder and CEO Brian Armstrong cited market cyclicality and advances in artificial ...
Jonathan Kitchen Stock index futures were mixed in Tuesday trading as investors awaited fresh economic data. Here are the four stocks to watch on the day: Coinbase Global ( COIN ) gained 4.1% in premarket trading after the crypto exchange company announced a restructuring that will reduce its headcount by ~14%. Co-founder and CEO Brian Armstrong cited market cyclicality and advances in artificial intelligence as the key reasons for the workforce reduction. GameStop ( GME ) slipped 0.71% in premarket trading as investor Michael Burry exited his entire position in the company. The reversal of his earlier bullish stance comes amid concerns over rising debt and long-term financial health following GameStop’s proposed $56 billion cash-and-stock acquisition of eBay. Shares fell 10% on Monday, marking their biggest intraday drop in 10 months. Apple ( AAPL ) declined 0.31% in premarket trading after discontinuing the 256 GB version of the Mac mini last week. The move pushed the starting price on the popular computer, which has seen a resurgence thanks to AI agents, to $799 from $599. Wedbush Securities said the decision was likely made to protect the tech giant’s margins. UnitedHealthcare ( UNH ) edged down 0.32% in premarket trading despite announcing it would eliminate authorization requirements for 30% of healthcare services that previously required insurer approval. The company said prior authorization is currently required for only 2% of its medical services, with approximately 92% of submitted authorizations approved in less than 24 hours on average. More related stories GameStop's 'Crazy Idea' To Buy EBay Isn't So Crazy, But It Is Risky eBay And GameStop: A Deal Made In Meme Heaven GameStop And eBay: A Bold Deal With Real Dilution Risk Apple discontinuing the $599 Mac mini is a way to protect margins: Wedbush Coinbase Global cuts headcount by ~14%; stock climbs 4%
Disc Medicine press release ( IRON ): Q1 GAAP EPS of -$1.65 beats by $0.04 . Cash, cash equivalents, and marketable securities were $730.2 million as of March 31, 2026, which are expected to fund operational plans into 2029. More on Disc Medicine Disc Medicine: Downgrading As CRL Puts APOLLO Study Into Question Disc Medicine, Inc. (IRON) Discusses FDA Complete Response Letter and Path Forward for ...
Disc Medicine press release ( IRON ): Q1 GAAP EPS of -$1.65 beats by $0.04 . Cash, cash equivalents, and marketable securities were $730.2 million as of March 31, 2026, which are expected to fund operational plans into 2029. More on Disc Medicine Disc Medicine: Downgrading As CRL Puts APOLLO Study Into Question Disc Medicine, Inc. (IRON) Discusses FDA Complete Response Letter and Path Forward for Bitopertin Regulatory Approval Transcript Disc Medicine After The CRL: Risk Now Rests On APOLLO Disc Medicine undergoes restructuring plan; slashes 20% of workforce Disc Medicine GAAP EPS of -$6.01
(RTTNews) - Higher Canadian and U.S. futures and firm metal prices point to a positive start on Bay Street Tuesday morning. Energy stocks may struggle a bit on weak oil prices.
(RTTNews) - Higher Canadian and U.S. futures and firm metal prices point to a positive start on Bay Street Tuesday morning. Energy stocks may struggle a bit on weak oil prices.
DNY59/iStock via Getty Images It looked like we were going to start the week in the green again when President Trump announced Sunday evening that Project Freedom would use US naval and air force power to escort neutral vessels safely through the Strait of Hormuz. Recognizing that this could weaken Iran's grip on the waterway, the regime announced Monday morning that it had fired missiles that str...
DNY59/iStock via Getty Images It looked like we were going to start the week in the green again when President Trump announced Sunday evening that Project Freedom would use US naval and air force power to escort neutral vessels safely through the Strait of Hormuz. Recognizing that this could weaken Iran's grip on the waterway, the regime announced Monday morning that it had fired missiles that struck a US frigate in the strait after ignoring warnings from Iran's navy. The US military denied that a vessel was struck, but the fact that hostilities were escalating was all it took to send oil prices rising again, with Brent climbing to $114 and WTI surpassing $106. That set the tone for the day, which weighed on stock prices. Finviz Yet news like this a month ago would have resulted in a meltdown. The losses yesterday were modest. This came despite a rise in Treasury yields, as the 10-year hit a one-month high of 4.46%, while the 30-year yield rose above 5%. For now, the stock market seems immune to the ongoing geopolitical conflict, as well as elevated oil prices. Investors are myopically focused on first-quarter earnings reports, as well as upward revisions, which are overriding any temporary concerns about inflation, supply-chain issues, or higher borrowing costs. I think that may change once we move past the earnings season. Oil price rises (Bloomberg) Even if the Trump administration comes to terms with Iran tomorrow, and the Strait of Hormuz reopens immediately, long-dated oil futures contracts point to prices well above pre-war levels through the end of this year. This means not only will fuel costs remain elevated, but the input costs for other goods and services will increase prices for businesses and consumers in the months ahead. This will adversely affect consumption. Edward Jones I often refer to what I think is the best overall indicator of economic health in the real (inflation-adjusted) year-over-year growth rate in personal spending. This covers service...
(RTTNews) - Stocks may move to the upside in early trading on Tuesday, regaining ground after coming under pressure over the course of the previous session. The major index futures are currently pointing to a higher open for the markets, with the S&P 500 futures up by 0.5 percent
(RTTNews) - Stocks may move to the upside in early trading on Tuesday, regaining ground after coming under pressure over the course of the previous session. The major index futures are currently pointing to a higher open for the markets, with the S&P 500 futures up by 0.5 percent
Kremlin tightens security ahead of Russia’s biggest national celebration on 9 May amid fears of Ukrainian drone strikes Russia shut down airports and temporarily cut mobile internet access for many users in Moscow on Tuesday, as it tightened security ahead of the 9 May Victory Day parade marking the defeat of Nazi Germany. The parade – Russia’s foremost national celebration – has already been scal...
Kremlin tightens security ahead of Russia’s biggest national celebration on 9 May amid fears of Ukrainian drone strikes Russia shut down airports and temporarily cut mobile internet access for many users in Moscow on Tuesday, as it tightened security ahead of the 9 May Victory Day parade marking the defeat of Nazi Germany. The parade – Russia’s foremost national celebration – has already been scaled back and will proceed without heavy military hardware for the first time in nearly two decades, amid fears of long-range Ukrainian drone strikes. Continue reading...
Chip Somodevilla/Getty Images News Citigroup ( C ) will introduce new medium-term profitability targets on its investor day on Thursday, incorporating improvements from its multi-year restructuring and the use of AI to boost its wealth business growth, according to a media report on Tuesday. " We will be laying out new [return] targets … and the growth path for each of the businesses," Citi Chair ...
Chip Somodevilla/Getty Images News Citigroup ( C ) will introduce new medium-term profitability targets on its investor day on Thursday, incorporating improvements from its multi-year restructuring and the use of AI to boost its wealth business growth, according to a media report on Tuesday. " We will be laying out new [return] targets … and the growth path for each of the businesses," Citi Chair and CEO Jane Fraser told Reuters in an interview. She declined to preview any numbers but said the company will raise the bar above its 2026 targets. Citi's 2026 target for return on tangible common equity, or ROTCE, is between 10% and 11%. The Visible Alpha consensus estimate for ROTCE is 11.55%, up from the 7.7% ROTCE the company reported for 2025. Some analysts predict that the company's new ROTCE target will be boosted to as high as 15%, Reuters said. The new goals come as the global systemically important bank, or G-SIB, winds down a multi-year restructuring that started soon after Fraser became CEO in March 2021. The company's consumer bank pulled back from more than a dozen international markets to focus on three money center markets, flattened its organizational structure to increase efficiency, and focused on cleaning up regulatory issues. Fraser also told Reuters that the use of AI could improve its wealth division's results in the short term. That advance in technology means she's less likely to make any kind of acquisition in that sector. " I wouldn't want to buy something right now in wealth, even if I thought it was the right thing to do, because we have to see how much of this is going to be more heavily AI-driven, with humans still very much involved," she told Reuters. Citi ( C ) stock rose 0.5% in premarket trading on Tuesday. More on Citigroup Wall Street Roundup: Good News, Earnings News Citigroup: Still Cheap Following Its Q1 2026 Earnings Citigroup Inc. (C) Q1 2026 Earnings Call Transcript Bessent warns Americans should be concerned about AI threats ...
Jonathan Kitchen Wedbush analyst Dan Ives said the artificial intelligence revolution was only in its “third inning,” with Palantir Technologies ( PLTR ) emerging as the clear frontrunner among software companies capitalizing on enterprise AI adoption. In an interview with CNBC, Ives described Palantir’s latest quarterly results as “stunning,” noting that the company was uniquely positioned with v...
Jonathan Kitchen Wedbush analyst Dan Ives said the artificial intelligence revolution was only in its “third inning,” with Palantir Technologies ( PLTR ) emerging as the clear frontrunner among software companies capitalizing on enterprise AI adoption. In an interview with CNBC, Ives described Palantir’s latest quarterly results as “stunning,” noting that the company was uniquely positioned with validated AI use cases and a growing roster of major enterprise customers. Ives dismissed concerns about Palantir’s commercial segment missing expectations, explaining that about $20 million had shifted from commercial to government revenue in a single deal. He said the company’s accelerating government AI business and strong guidance reinforced its momentum. “They crush numbers,” Ives said, adding that Palantir stood in “a whole other category” compared to other software firms, with competitors scrambling to replicate its success. The analyst highlighted the scale of U.S. government AI spending, calling it “the golden goose.” He said contracts could reach hundreds of billions of dollars, with potential spending running into the trillions over time. “For a lot of these software companies, government business could double over the next two or three years,” he said, noting that federal agencies were going “all in on AI.” On regulation, Ives expressed skepticism that new oversight would slow the industry. He said the pace of technological change would likely outstrip any attempts to impose meaningful constraints. Ives also pointed to rising cybersecurity risks tied to agentic AI, calling it “the most connected trade” he had seen. He said security budgets could rise by 50% as firms work to counter more advanced threats. Looking ahead, he remained optimistic about the broader software sector. He said recent selloffs had painted companies too broadly and expected a pickup in growth as the AI cycle shifted into its next phase. More on tech AI Revolutionizing Biopharma: Faster, Bett...
Ocugen press release ( OCGN ): Q1 GAAP EPS of -$0.06 misses by $0.01 . Revenue of $1.53M (+3.4% Y/Y) beats by $1.17M . With the recent offering, the Company is expected to have cash, cash equivalents, and restricted cash of $112.1 million, at closing, which includes the Avenue debt payoff. The Company will use the remaining net proceeds for general corporate purposes and expects to extend cash run...
Ocugen press release ( OCGN ): Q1 GAAP EPS of -$0.06 misses by $0.01 . Revenue of $1.53M (+3.4% Y/Y) beats by $1.17M . With the recent offering, the Company is expected to have cash, cash equivalents, and restricted cash of $112.1 million, at closing, which includes the Avenue debt payoff. The Company will use the remaining net proceeds for general corporate purposes and expects to extend cash runway into 2028. More on Ocugen Ocugen, Inc. (OCGN) Discusses Top Line Results From Phase II ArMaDa Trial of OCU410 in Geographic Atrophy Transcript Ocugen: Downgrading After OCU410 Data Release Ocugen, Inc. (OCGN) Q4 2025 Earnings Call Transcript Ocugen issues $115M notes to repay debt; stock faces after-hours selling Ocugen Q1 2026 Earnings Preview