JasonDoiy The question of whether Tesla ( TSLA ) or Waymo ( WAYMO ) has a robotaxi edge continues to be debated by the investment community. LightSource AI CEO Spencer Penn told Seeking Alpha that the honest answer is Waymo ( WAYMO ) is winning at the moment. "They're doing about 500,000 paid rides a week across 10 U.S. cities with a 3,000-vehicle fleet, all fully driverless, with 170+ million rid...
JasonDoiy The question of whether Tesla ( TSLA ) or Waymo ( WAYMO ) has a robotaxi edge continues to be debated by the investment community. LightSource AI CEO Spencer Penn told Seeking Alpha that the honest answer is Waymo ( WAYMO ) is winning at the moment. "They're doing about 500,000 paid rides a week across 10 U.S. cities with a 3,000-vehicle fleet, all fully driverless, with 170+ million rider-only miles and a published safety record showing roughly 90% fewer serious-injury crashes than human drivers in their operating cities," updated Penn. Meanwhile, he noted that Tesla ( TSLA ) has roughly 240 robotaxis across Austin, the Bay Area, and now Dallas and Houston, and most rides still have a safety monitor in the car. Penn called that current situation a pilot, not a business yet. However, he thinks Tesla ( TSLA ) has things working in its favor that don't get enough attention. Penn pointed out that Tesla ( TSLA ) designed the Cybercab to comply with existing FMVSS standards on its own, which gives it a structural runway nobody else has. He also highlighted that the robotaxi cost structure is in a different category, with Tesla ( TSLA ) targeting a sub-$30K Cybercab. "That's not a small gap; it's a different business model. If the unboxed manufacturing process actually delivers the cycle times Tesla is targeting, the unit economics aren't comparable," he added. Finally, Penn said Tesla's ( TSLA ) robotaxi business and consumer car business are conjoined in a way Waymo's ( WAYMO ) isn't. Tesla's supervised FSD fleet has now driven about 8.5B miles and is adding roughly a billion miles a month, which is a data flywheel Waymo ( WAYMO ) structurally cannot replicate because Waymo ( WAYMO ) doesn't sell cars to consumers. "If Tesla solves unsupervised FSD, every Tesla in someone's driveway becomes part of the fleet. That's a fundamentally larger market than dedicated robotaxis," summed up Penn. The long-term forecast from Penn is that Waymo ( WAYMO ) will keep leadin...
JasonDoiy The question of whether Tesla ( TSLA ) or Waymo ( WAYMO ) has a robotaxi edge continues to be debated by the investment community. LightSource AI CEO Spencer Penn told Seeking Alpha that the honest answer is Waymo ( WAYMO ) is winning at the moment. "They're doing about 500,000 paid rides a week across 10 U.S. cities with a 3,000-vehicle fleet, all fully driverless, with 170+ million rid...
JasonDoiy The question of whether Tesla ( TSLA ) or Waymo ( WAYMO ) has a robotaxi edge continues to be debated by the investment community. LightSource AI CEO Spencer Penn told Seeking Alpha that the honest answer is Waymo ( WAYMO ) is winning at the moment. "They're doing about 500,000 paid rides a week across 10 U.S. cities with a 3,000-vehicle fleet, all fully driverless, with 170+ million rider-only miles and a published safety record showing roughly 90% fewer serious-injury crashes than human drivers in their operating cities," updated Penn. Meanwhile, he noted that Tesla ( TSLA ) has roughly 240 robotaxis across Austin, the Bay Area, and now Dallas and Houston, and most rides still have a safety monitor in the car. Penn called that current situation a pilot, not a business yet. However, he thinks Tesla ( TSLA ) has things working in its favor that don't get enough attention. Penn pointed out that Tesla ( TSLA ) designed the Cybercab to comply with existing FMVSS standards on its own, which gives it a structural runway nobody else has. He also highlighted that the robotaxi cost structure is in a different category, with Tesla ( TSLA ) targeting a sub-$30K Cybercab. "That's not a small gap; it's a different business model. If the unboxed manufacturing process actually delivers the cycle times Tesla is targeting, the unit economics aren't comparable," he added. Finally, Penn said Tesla's ( TSLA ) robotaxi business and consumer car business are conjoined in a way Waymo's ( WAYMO ) isn't. Tesla's supervised FSD fleet has now driven about 8.5B miles and is adding roughly a billion miles a month, which is a data flywheel Waymo ( WAYMO ) structurally cannot replicate because Waymo ( WAYMO ) doesn't sell cars to consumers. "If Tesla solves unsupervised FSD, every Tesla in someone's driveway becomes part of the fleet. That's a fundamentally larger market than dedicated robotaxis," summed up Penn. The long-term forecast from Penn is that Waymo ( WAYMO ) will keep leadin...
CHICAGO, May 05, 2026 (GLOBE NEWSWIRE) -- Vivid Seats Inc. (NASDAQ: SEAT) (“Vivid Seats” or “we”), a leading marketplace that utilizes its technology platform to connect millions of buyers with thousands of ticket sellers across hundreds of thousands of events each year, today provided financial results for the first quarter ended March 31, 2026.
CHICAGO, May 05, 2026 (GLOBE NEWSWIRE) -- Vivid Seats Inc. (NASDAQ: SEAT) (“Vivid Seats” or “we”), a leading marketplace that utilizes its technology platform to connect millions of buyers with thousands of ticket sellers across hundreds of thousands of events each year, today provided financial results for the first quarter ended March 31, 2026.
PARSIPPANY, N.J., May 05, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Embecta Corp. (“embecta”) (Nasdaq: EMBC) has declared a quarterly cash dividend of $0.01 for each issued and outstanding share of the Company’s common stock. The dividend is payable on June 15, 2026 to stockholders of record at the close of business on May 28, 2026.About embecta embecta is a global company that is advanci...
PARSIPPANY, N.J., May 05, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Embecta Corp. (“embecta”) (Nasdaq: EMBC) has declared a quarterly cash dividend of $0.01 for each issued and outstanding share of the Company’s common stock. The dividend is payable on June 15, 2026 to stockholders of record at the close of business on May 28, 2026.About embecta embecta is a global company that is advancing its 100-year legacy in insulin delivery to become a broad-based medical supplies company, helping
Brokerage firm customer account takeover incidents are on the rise, according to FINRA, which has seen a notable increase in this type of fraud. As this threat grows more sophisticated and frequent, understanding how these cybercrimes occur and taking proactive steps to secure your accounts has never been more important. A customer account takeover occurs when criminals steal customer information-...
Brokerage firm customer account takeover incidents are on the rise, according to FINRA, which has seen a notable increase in this type of fraud. As this threat grows more sophisticated and frequent, understanding how these cybercrimes occur and taking proactive steps to secure your accounts has never been more important. A customer account takeover occurs when criminals steal customer information--such as usernames, passwords, or other security information such as multi-factor authentication (MFA) codes--or engage in cyber-enabled fraud to gain unauthorized access to personal accounts, including online financial accounts. Customer account takeovers might start in a number of ways, including the following: Continue reading
Since Amazon (NASDAQ: AMZN) is spending hundreds of billions of dollars on AI, it's reasonable for investors to ask this question. *Stock prices used were the afternoon prices of May 2, 2026. The video was published on May 4, 2026. Continue reading
Since Amazon (NASDAQ: AMZN) is spending hundreds of billions of dollars on AI, it's reasonable for investors to ask this question. *Stock prices used were the afternoon prices of May 2, 2026. The video was published on May 4, 2026. Continue reading
Is Europe Sliding Towards Stagflation? Authored by Daniel Lacalle, Europe is not yet in recession, but the latest business and consumer surveys show that the risk is no longer remote. The euro area’s flash composite PMI fell to 48.6 in April from 50.7 in March , moving below the 50 threshold that separates expansion from contraction and signalling a quarterly GDP decline of around 0.1 per cent aft...
Is Europe Sliding Towards Stagflation? Authored by Daniel Lacalle, Europe is not yet in recession, but the latest business and consumer surveys show that the risk is no longer remote. The euro area’s flash composite PMI fell to 48.6 in April from 50.7 in March , moving below the 50 threshold that separates expansion from contraction and signalling a quarterly GDP decline of around 0.1 per cent after a 0.2 per cent gain in the first quarter, according to S&P Global Market Intelligence. At the same time, the European Commission’s flash consumer-confidence indicator dropped to -20.6 in the euro area and -19.4 in the EU, both significantly below their long-term averages and the weakest readings since 2022, according to the European Commission. The most worrying part of the PMI release is not just that output is contracting. It is that the contraction is arriving both in services and manufacturing and with renewed inflation pressure. Input costs rose in April at the fastest pace since the end of 2022, while selling-price inflation reached a 37-month high, with S&P Global noting that its prices-charged index is consistent with consumer inflation running near 4 per cent. That is the dangerous mix Europe should have learned to avoid after the energy crisis of 2022: weaker activity, higher costs, and policy complacency. The war with Iran is the immediate shock, but it is not the cause of Europe’s vulnerability. As in 2022, an external crisis has exposed the internal weaknesses that politicians prefer to ignore: high taxes, excessive regulation, rigid labour markets, low productivity, energy dependence, and an industrial policy increasingly driven by ideology. Europe had years to prepare for external shocks, strengthen security of supply, develop domestic resources, diversify energy sources, and reduce the tax burden on companies. Instead, too many governments chose interventionism, subsidies, and higher public spending and are now dusting off the rationing rhetoric. Interven...
Inflation expectations over the next 10 years have risen to their highest level since 2023. The 10-year inflation breakeven rate — the difference between the 10-year Treasury yield ( US10Y ) ( TBT ) ( TLT ) and the 10-year TIPS yield ( TIP ) — climbed to 2.5% (H/T Bloomberg). The 10-year breakeven last hit 2.5% in March 2023. It also approached that level in October 2023, topping out at 2.49%. The...
Inflation expectations over the next 10 years have risen to their highest level since 2023. The 10-year inflation breakeven rate — the difference between the 10-year Treasury yield ( US10Y ) ( TBT ) ( TLT ) and the 10-year TIPS yield ( TIP ) — climbed to 2.5% (H/T Bloomberg). The 10-year breakeven last hit 2.5% in March 2023. It also approached that level in October 2023, topping out at 2.49%. The most recent low was 2.02% in September 2024. Looking at current price activity, Truflation’s daily CPI is running at a 1.95% annual rate, with gasoline, other fuels and motor oil higher and food lower. That compares with the March headline CPI of 3.3% reported by the BLS. FRED (St. Louis Federal Reserve) More on United States 10-Year Bond Yield Rates Spark: 10yr SOFR Hits The 4% Handle Oil Spikes Rhyme Through Time Bond Market On Edge: Treasury Yields Spike, 30-Year To 5.03%, Mortgage Rates To 6.52%, As Gulf War Reheats Yields climb as oil surges, Middle East risks shake rate cut bets April jobs report poised to undercut recovery narrative - Pantheon Macro
jetcityimage/iStock Editorial via Getty Images Investment Thesis Eli Lilly's ( LLY ) core GLP-1 business is in a tight race with Novo Nordisk ( NVO ). Although tirzepatide is much more effective than semaglutide, neither company's pipeline indicates a clear winner, raising questions about Eli Lilly's premium valuation. Eli Lilly's oncology business shows a similar close competition, as Novartis's ...
jetcityimage/iStock Editorial via Getty Images Investment Thesis Eli Lilly's ( LLY ) core GLP-1 business is in a tight race with Novo Nordisk ( NVO ). Although tirzepatide is much more effective than semaglutide, neither company's pipeline indicates a clear winner, raising questions about Eli Lilly's premium valuation. Eli Lilly's oncology business shows a similar close competition, as Novartis's ( NVS ) Kisqali and Fulvestrant provide a higher median PFS at the expense of less convenience due to injections. I therefore rate Eli Lilly as 'Hold.' This rating is due to a long-term outlook that is far less promising than the current state of the business, along with a high market valuation, which does not offer a high return opportunity. Business Overview Eli Lilly, based in Indianapolis, is the world's biggest pharmaceutical company. Its products can be divided into four segments. Based on the percentage of total revenue, the biggest and most important segment lies in cardiometabolic health, accounting for almost 80% of revenue . Key products are Mounjaro and Zepbound, accounting for 55% and 26% of cardiovascular revenue, respectively. Both products contain the active ingredient tirzepatide, a dual-agonist consisting of GLP-1 and GIP. Tirzepatide is manufactured by both Eli Lilly themselves and external manufacturers called CDMOs. Four facilities located in the US, Germany, and Ireland currently supply tirzepatide , while the remaining peptides are composed across more than 50 CDMOs . To grow along with the demand, Eli Lilly is forced to keep investing in expanding those facilities, as they have been doing in the past. After manufacturing, Eli Lilly fills its pens with the active ingredient. This process is done in Italy, Germany, and the US by themselves or, again, outsourced to external partners. The therefore needed materials, like needles and glass cartridges, are supplied by external partners like Ypsomed ( YPHDF ) and Gerresheimer ( GRRMF ). In the past , this c...
Bullish agreed to buy Equiniti from Siris Capital in a $4.2 billion deal, as the crypto exchange seeks to expand in blockchain-based capital markets infrastructure. Bullish will pay about $2.35 billion in stock and assume $1.85 billion of Equiniti debt as part of the transaction, according to a filing on Tuesday. The deal, which includes an option for Siris to buy non-core Equiniti business lines,...
Bullish agreed to buy Equiniti from Siris Capital in a $4.2 billion deal, as the crypto exchange seeks to expand in blockchain-based capital markets infrastructure. Bullish will pay about $2.35 billion in stock and assume $1.85 billion of Equiniti debt as part of the transaction, according to a filing on Tuesday. The deal, which includes an option for Siris to buy non-core Equiniti business lines, is expected to close in January 2027, Bullish said. Major crypto exchanges have resorted to acquisitions in past months to expand their offerings and lessen their dependence on volatile trading in digital tokens. In April, the parent of the Kraken exchange said it’s buying derivatives platform Bitnomial Inc. for up to $550 million. Read more: Crypto Exchange Kraken to Buy Bitnomial for Up to $550 Million “Broad adoption at institutional scale requires three things: end-to-end tokenization services, a single, unified ledger, and a broad base of blue-chip issuer relationships, at scale,” Bullish Chief Executive Officer Tom Farley said in the statement. “This combination delivers all three.”
Jonathan Kitchen Seeking Alpha's Quant Rating system has identified a group of sub-$10 stocks that score near the very top of its quantitative rankings, a rare distinction given that penny and micro-cap stocks often struggle to meet the profitability, growth, and momentum thresholds that drive high quant scores. All 10 names on this list carry Strong Buy ratings above 4.94, placing them among the ...
Jonathan Kitchen Seeking Alpha's Quant Rating system has identified a group of sub-$10 stocks that score near the very top of its quantitative rankings, a rare distinction given that penny and micro-cap stocks often struggle to meet the profitability, growth, and momentum thresholds that drive high quant scores. All 10 names on this list carry Strong Buy ratings above 4.94, placing them among the highest-rated stocks in the entire Seeking Alpha universe regardless of price, a signal that the quantitative case for these names is unusually compelling relative to their peers. Topping the list is Alto Ingredients ( ALTO ), which holds a near-perfect Quant Rating of 4.99, consistent with a Zacks upgrade to Strong Buy in March 2026 and analyst price targets as high as $5.50, suggesting meaningful upside from current levels. Commercial Vehicle Group ( CVGI ), Ironwood Pharmaceuticals ( IRWD ), Netlist ( NLST ), and Gran Tierra Energy ( GTE ) follow with ratings of 4.98 each, representing a diverse cross-section of industrials, pharmaceuticals, technology, and energy that underscores how broadly the quant system has identified value in the under-$10 space. Here is the list: Alto Ingredients, Inc. ( ALTO ), Quant Rating: 4.99 Commercial Vehicle Group, Inc. ( CVGI ), Quant Rating: 4.98 Ironwood Pharmaceuticals, Inc. ( IRWD ), Quant Rating: 4.98 Netlist, Inc. ( NLST ), Quant Rating: 4.98 Gran Tierra Energy Inc. ( GTE ), Quant Rating: 4.98 Tilly’s, Inc. ( TLYS ), Quant Rating: 4.97 Imperial Petroleum Inc. ( IMPP ), Quant Rating: 4.96 Kosmos Energy Ltd. ( KOS ), Quant Rating: 4.95 Vince Holding Corp. ( VNCE ), Quant Rating: 4.94 POET Technologies Inc. ( POET ), Quant Rating: 4.94 More on Gran Tierra, Alto Ingredients, etc. POET Technologies: Why I'm Still Bullish Despite The Marvell Drama And Legal Risks POET Technologies: High Double-Digit Annualized Return, Lower Price Target, Rating Downgrade POET: I Called The Surge, Now Reset Kosmos Energy GAAP EPS of -$0.45 misses by $0.47...
Advanced Energy ( AEIS ) declares $0.10/share quarterly dividend , in line with previous. Forward yield 0.1% Payable June 5; for shareholders of record May 25; ex-div May 21. See AEIS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Advanced Energy Advanced Energy Industries, Inc. 2026 Q1 - Results - Earnings Call Presentation Advanced Energy Industries, Inc. (AEIS) Q1 2026 Earnings Cal...
Advanced Energy ( AEIS ) declares $0.10/share quarterly dividend , in line with previous. Forward yield 0.1% Payable June 5; for shareholders of record May 25; ex-div May 21. See AEIS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Advanced Energy Advanced Energy Industries, Inc. 2026 Q1 - Results - Earnings Call Presentation Advanced Energy Industries, Inc. (AEIS) Q1 2026 Earnings Call Transcript Advanced Energy Industries, Inc. (AEIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Advanced Energy forecasts low-to-mid-20% 2026 revenue growth as it targets over 43% gross margin Advanced Energy Non-GAAP EPS of $2.09 beats by $0.11, revenue of $511M beats by $5.22M