Francisco Zalez/iStock via Getty Images I previously rated Generac Holdings ( GNRC ) as a Hold in October 2022, attributed to the uncertainty from the Pink Energy lawsuit, with the latter still stuck in arbitration limbo as of early 2026. In this article, I shall discuss why GNRC remains a Hold here, despite their promising AI monetization prospects as a backup power supplier. GNRC Proves Its AI B...
Francisco Zalez/iStock via Getty Images I previously rated Generac Holdings ( GNRC ) as a Hold in October 2022, attributed to the uncertainty from the Pink Energy lawsuit, with the latter still stuck in arbitration limbo as of early 2026. In this article, I shall discuss why GNRC remains a Hold here, despite their promising AI monetization prospects as a backup power supplier. GNRC Proves Its AI Beneficiary Status GNRC 1Y Stock Price ( TradingView ) Since my last Hold rating, GNRC has delivered an outsized stock price return of +108% compared to the wider market at +84% over the same time period. If anything, a similar rally has also been observed in its solar inverter/battery storage/power generator peers, attributed to the ongoing data center boom and the consequently outsized data center power demand growth prospects by " almost double by 2030 ." It does not help as well, that "much of the (utility) infrastructure was built 50-75 years ago and is struggling to keep up with modern energy demands , weather events, and the transition to renewable energy," worsened by the fact that " 46% of distribution infrastructure is beyond its useful life.” Here is where GNRC's diversified capability has come in useful, as more hyperscalers require stable power loads and utilize backup generators/power solutions to stabilize power " swings in grid voltage " to prevent outages. This development has directly contributed to the company's consequently growing Commercial & Industrial segment revenues at 48.1% of its overall top-lines in FQ1'26 ( +12.4 points YoY /+20.5 from FY2022 levels of 27.6% /+8.6 from FY2019 levels of 39.5% ). GNRC has already reported a robust data center backlog of $700M in FQ1'26 (+75% YoY, not inclusive of a nonbinding notice for $600M deliveries in 2027). Readers may want to note that the company is in "the final stages of vendor approval with two hyperscale data center customers, and we are very confident that we'll be able to secure meaningful future vol...
(RTTNews) - Thursday, Guardant Health, Inc. (GH) announced a multi-year strategic collaboration with Nuvalent, Inc. (NUVL) to support the development and potential commercialization of the latter's oncology pipeline using the tissue and liquid offerings of the Guardant Infinity p
(RTTNews) - Thursday, Guardant Health, Inc. (GH) announced a multi-year strategic collaboration with Nuvalent, Inc. (NUVL) to support the development and potential commercialization of the latter's oncology pipeline using the tissue and liquid offerings of the Guardant Infinity p
Nepra Foods ( NPRFF ) announced on Thursday that it has entered into a non-binding letter of intent to acquire substantially all the assets of Tsceminicum Bottling Company, which operates as Artesian Fusion. The proposed asset purchase would transfer a bottling and co-packing facility in Lewiston, Idaho, related equipment, customer relationships, and water rights, including access to an artesian w...
Nepra Foods ( NPRFF ) announced on Thursday that it has entered into a non-binding letter of intent to acquire substantially all the assets of Tsceminicum Bottling Company, which operates as Artesian Fusion. The proposed asset purchase would transfer a bottling and co-packing facility in Lewiston, Idaho, related equipment, customer relationships, and water rights, including access to an artesian water source. The LOI contemplates total consideration of approximately USD $1,500,000, comprised of an upfront cash component, a seller-financed balance, and contingent consideration tied to operational performance. The agreement is non-binding and structured to permit due diligence and negotiation of definitive purchase documents; completion is subject to satisfactory due diligence, execution of definitive agreements, receipt of required regulatory and Canadian Securities Exchange approvals, and customary closing conditions. Under the LOI, the parties intend to operate a defined trial period under a supply and manufacturing arrangement. Nepra said this trial is intended to allow the company to evaluate the facility's capabilities, confirm operational alignment, and assess commercial opportunities before finalizing the acquisition and integration planning. If completed, Nepra said the transaction would enable direct participation in beverage manufacturing and co-packing, reduce reliance on third-party manufacturers, and expand the company's ability to support internal product development and external customer programs. More on Nepra Foods Inc. Nepra Foods reports preliminary Q4 revenue of $1.85M Financial information for Nepra Foods Inc.
spawns/iStock via Getty Images Twenty One Capital ( XXI ) officially completed its reverse merger from Cantor Equity Partners (formerly trading under ticker CEP) on December 9, 2025. In my previous coverage , I was bullish on the prospect of a new major Bitcoin treasury player. However, since the ticker change, the waters have muddied. For several months, news about the company has been sparse. Th...
spawns/iStock via Getty Images Twenty One Capital ( XXI ) officially completed its reverse merger from Cantor Equity Partners (formerly trading under ticker CEP) on December 9, 2025. In my previous coverage , I was bullish on the prospect of a new major Bitcoin treasury player. However, since the ticker change, the waters have muddied. For several months, news about the company has been sparse. The company's inaugural earnings report was uneventful—unsurprising for a firm whose primary activity is holding Bitcoin—and its website remains unusually void of any useful information. Nonetheless, April 2026 has brought a development that should draw investor attention. Executive Stock Grants Then, in April 2026, Twenty One Capital disclosed equity compensation packages for its top leadership. This included a massive grant of 1,607,866 Restricted Stock Units (RSUs) to CEO Jack Mallers and 204,223 RSUs to CFO Steven Meehan . SEC filings revealed that a portion of these units—roughly 321,573 for Mallers and 25% for Meehan—vested immediately as of April 1st. The remainder are scheduled to vest quarterly over the next three to four years. Additionally, Mallers received 35,579 shares as part of his 2025 annual bonus, valued at a fair market price of $6.64 per share. These grants have drawn sharp criticism from investors. Effectively the company's list of accomplishments to date is very little except to hold 43,500 BTC on its balance sheet. And yet, the executive compensation package rewards two executives as if they have already accomplished some incredible milestones. Granted, the company reported a massive $217.3 million net loss only due to bitcoin's price dropping in a mark-to-market accounting loss. It's important to understand that this was not due to some operational misstep. Regardless, the company reports that there are about 346 million shares outstanding, which means these two executives, when their shares vest, will have over half a percent ownership of the company....
designer491/iStock via Getty Images Bank stocks had been flying high heading into 2026 as investors had an upbeat view on the economy and consumer lending. However, recent macroeconomic developments have caused that optimism to fade a bit. The State Street Financial Select Sector SPDR ETF (
designer491/iStock via Getty Images Bank stocks had been flying high heading into 2026 as investors had an upbeat view on the economy and consumer lending. However, recent macroeconomic developments have caused that optimism to fade a bit. The State Street Financial Select Sector SPDR ETF (
Lean hog futures closed Wednesday with contracts up 25 cents to $1.85 higher. USDA’s national base hog price was reported at $93.25 on Wednesday afternoon, up 69 cents from the day prior. The CME Lean Hog Index was back down 7 cents on April 27 at $91.19. USDA’s pork carcass...
Lean hog futures closed Wednesday with contracts up 25 cents to $1.85 higher. USDA’s national base hog price was reported at $93.25 on Wednesday afternoon, up 69 cents from the day prior. The CME Lean Hog Index was back down 7 cents on April 27 at $91.19. USDA’s pork carcass...
Live cattle futures closed mixed on Wednesday, with front months rallying with cash. April, which expires on Thursday was up $4.20, with other contracts down 25 cents to $1.75 higher. Open interest was up 3,401 contracts. Cash trade got kicked off early again this week, starting at $250-252 across the...
Live cattle futures closed mixed on Wednesday, with front months rallying with cash. April, which expires on Thursday was up $4.20, with other contracts down 25 cents to $1.75 higher. Open interest was up 3,401 contracts. Cash trade got kicked off early again this week, starting at $250-252 across the...
Hercules Capital ( HTGC ) declares $0.40/share base quarterly and $0.07 supplemental dividend , in line with previous. Payable May 21; for shareholders of record May 14; ex-div May 14. See HTGC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Hercules Capital Hercules Capital: Big Commitments, Big Premium And Big Software Risk Hercules Capital: Cheap With Massive Caveats Hercules Capita...
Hercules Capital ( HTGC ) declares $0.40/share base quarterly and $0.07 supplemental dividend , in line with previous. Payable May 21; for shareholders of record May 14; ex-div May 14. See HTGC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Hercules Capital Hercules Capital: Big Commitments, Big Premium And Big Software Risk Hercules Capital: Cheap With Massive Caveats Hercules Capital: If Software Markdowns Arrive, The Discount Is An Illusion Hercules Capital hits all-time high with record $1.81B in Q1 new debt and equity commitments Insider trades: Marvell Technology, Taiwan Semiconductor among notable names
(Bloomberg) -- Meta Platforms Inc. is looking to sell between $20 billion and $25 billion of investment-grade bonds, according to people with knowledge of the transaction, as the Facebook parent boosts spending on infrastructure for the artificial intelligence boom. Most Read from BloombergNorth Korea Confirms Suicide Rule for Soldiers Ukraine CapturesUS Seeks to Deploy Hypersonic Missile for the ...
(Bloomberg) -- Meta Platforms Inc. is looking to sell between $20 billion and $25 billion of investment-grade bonds, according to people with knowledge of the transaction, as the Facebook parent boosts spending on infrastructure for the artificial intelligence boom. Most Read from BloombergNorth Korea Confirms Suicide Rule for Soldiers Ukraine CapturesUS Seeks to Deploy Hypersonic Missile for the First Time Against IranJunior Bankers Sick of Grunt Work Build $2 Billion AI Tool to Do the JobUAE Q
JHVEPhoto/iStock Editorial via Getty Images Gemini Space Station ( GEMI ) was trading higher as the crypto exchange announced plans to operate its own regulated derivatives clearinghouse. Shares were 3.62% higher at $4.29 during pre-market trading on Thursday. The firm led by the famous Winklevoss twins has secured a Derivatives Clearing Organization license from the Commodity Futures Trading Comm...
JHVEPhoto/iStock Editorial via Getty Images Gemini Space Station ( GEMI ) was trading higher as the crypto exchange announced plans to operate its own regulated derivatives clearinghouse. Shares were 3.62% higher at $4.29 during pre-market trading on Thursday. The firm led by the famous Winklevoss twins has secured a Derivatives Clearing Organization license from the Commodity Futures Trading Commission for its affiliate Gemini Olympus. Gemini Olympus can now act as a clearinghouse for regulated derivatives trading, including prediction markets. The approval brings the company closer to securing a full suite of CFTC derivatives licenses. Key derivatives clearinghouses currently in the U.S. include Options Clearing Corporation, CME Group ( CME ), and Intercontinental Exchange's ( ICE ) ICE Clear U.S. and ICE Clear Credit. In December 2025, the company had won the CFTC's designation of a Designated Contract Market for another affiliate Gemini Titan, which enabled the launch of the company's prediction marketplace . "In addition to our crypto spot marketplace, Gemini now has a full-stack, end-to-end marketplace for predictions as well as futures, options, and more," said President Cameron Winklevoss. "This is also a major building block for our super app, where users will be able to fulfill their existing and future financial needs all in one place," said Winklevoss. Gemini Titan plans to expand its derivatives offering to include crypto futures, options, and perpetual contracts or perps. More on Gemini Space Station, Inc. Gemini Space Station, Inc. (GEMI) Q4 2025 Earnings Call Transcript Gemini Space Station: Dismal Quarter After Crypto Plunge Gemini Space Station: Not Chasing This Crypto Turnaround Yet Key deals this week: Organon, UMG, Whitestone REIT, Gilead and more Gemini Space Station jumps on report of takeover interest for parts of firm
(RTTNews) - While reporting financial results for the first quarter on Thursday, healthcare services company Tenet Healthcare Corp. (THC) raised its earnings and adjusted earnings guidance for the full-year 2026, while maintaining annual revenue outlook.
(RTTNews) - While reporting financial results for the first quarter on Thursday, healthcare services company Tenet Healthcare Corp. (THC) raised its earnings and adjusted earnings guidance for the full-year 2026, while maintaining annual revenue outlook.
Jetcityimage | Istock | Getty Images The U.S. Department of the Treasury has announced new rates for Series I bonds. Newly purchased I bonds will pay 4.26% annual interest from May 1 through Oct. 31, which is up from the 4.03% yield offered through April 30. The new rate includes a variable portion of 3.34%, based on inflation data , and a fixed portion of 0.90%. The combined rate is 4.26% after r...
Jetcityimage | Istock | Getty Images The U.S. Department of the Treasury has announced new rates for Series I bonds. Newly purchased I bonds will pay 4.26% annual interest from May 1 through Oct. 31, which is up from the 4.03% yield offered through April 30. The new rate includes a variable portion of 3.34%, based on inflation data , and a fixed portion of 0.90%. The combined rate is 4.26% after rounding, according to the Treasury. The fixed rate is the same from 0.90% announced in October. Read more CNBC personal finance coverage Small businesses may offer opportunities for college grads trying to find jobs Fed keeps interest rates unchanged in April: What that means for you This free tax withholding tool could make it easier update your paycheck Women tend to be 'risk-appropriate' investors, expert says: How that helps Nearly half of 2025 retirees stopped working sooner than they expected: Survey Social Security benefits can be reduced for retirees who work. How that may change Insurance rates based on credit history draw scrutiny from state lawmakers Dating is getting too expensive for many young adults in the U.S., survey shows Average tax refund is 11.3% higher, IRS filing data through Tax Day shows Fed is likely to hold rates steady — here's how that impacts your wallet Retirees are thinking of annuities the wrong way — and it may trip them up Wealth, millionaire tax push spreads to more states. What experts say Trump officials give mixed guidance on new student loan cap: financial aid group Trump's Fed pick Kevin Warsh signals approach to interest rates CNBC's Financial Advisor 100: Best financial advisors, top firms ranked Amid soaring inflation, the I bond rate hit a record high of 9.62% in May 2022, and investors poured into the government-backed, nearly risk-free asset. Many shorter-term investors have since redeemed I bonds as rates and inflation have fallen. But the higher fixed rate has remained attractive to some longer-term investors, experts say. Ea...
Audible, the leading creator and provider of premium audio storytelling, will open the doors on May 1 to Audible Story House, the first-ever bookless bookstore — a listening lounge and community hub where audio storytelling comes to life, offering a physical way to experience audio content beyond digital listening. Throughout May, guests can browse audio using physical 'Story Tiles', enjoy six dis...
Audible, the leading creator and provider of premium audio storytelling, will open the doors on May 1 to Audible Story House, the first-ever bookless bookstore — a listening lounge and community hub where audio storytelling comes to life, offering a physical way to experience audio content beyond digital listening. Throughout May, guests can browse audio using physical 'Story Tiles', enjoy six distinct listening spaces across three floors, and experience premium amenities and activities such as
The National Security Agency has been testing the capabilities of Anthropic PBC ’s new artificial intelligence model to find cybersecurity vulnerabilities in popular software, including Microsoft Corp. products, according to a US official and another person familiar with the matter. NSA officials studying the Mythos model have been impressed by its speed and efficiency in searching for potential s...
The National Security Agency has been testing the capabilities of Anthropic PBC ’s new artificial intelligence model to find cybersecurity vulnerabilities in popular software, including Microsoft Corp. products, according to a US official and another person familiar with the matter. NSA officials studying the Mythos model have been impressed by its speed and efficiency in searching for potential security flaws, said the official and person, who both spoke on condition of anonymity because they weren’t authorized to discuss the matter publicly. The impressions of staff at the agency central to US cyberespionage further signal the potency of a model that’s already generated security concerns among leaders from Washington to Wall Street . Anthropic initially released Mythos to a limited number of organizations and encouraged them to use the technology to find software flaws within their systems before hackers can exploit those holes. Company executives decided against releasing Mythos to the public after determining that attackers could exploit it, and the White House is opposing a company plan to extend access to about 70 more organizations, Bloomberg News reported Wednesday. NSA and Anthropic spokespersons declined to comment. A group of NSA employees have been examining Mythos, as have cybersecurity professionals at major technology companies and financial institutions, the person and official said. The NSA staff, including members of its cybersecurity directorate, have been testing the tool’s power to find security flaws in Microsoft programs and widely used software from other companies, said the US officials, declining to identify the other firms. The NSA is comparing the results from those Mythos tests with the agency’s other tools and processes cybersecurity research, said the official and person. They both said they did not know what, if any, security bugs the intelligence agency’s testing had turned up. A spokesperson for Microsoft, which is among the firms w...
(Bloomberg) -- The National Security Agency has been testing the capabilities of Anthropic PBC’s new artificial intelligence model to find cybersecurity vulnerabilities in popular software, including Microsoft Corp. products, according to a US official and another person familiar with the matter.Most Read from BloombergUS Seeks to Deploy Hypersonic Missile for the First Time Against IranNorth Kore...
(Bloomberg) -- The National Security Agency has been testing the capabilities of Anthropic PBC’s new artificial intelligence model to find cybersecurity vulnerabilities in popular software, including Microsoft Corp. products, according to a US official and another person familiar with the matter.Most Read from BloombergUS Seeks to Deploy Hypersonic Missile for the First Time Against IranNorth Korea Confirms Suicide Rule for Soldiers Ukraine CapturesJunior Bankers Sick of Grunt Work Build $2 Bill