More than half of “long-shot” bets on military action made on Polymarket are successful, according to a new report that suggests prediction markets could pose a bigger threat than previously recognised to the security of sensitive information. Analysis by the Anti-Corruption Data Collective, a non-profit research and advocacy group, found that long-shot bets—defined as wagers of $2,500 or more at ...
More than half of “long-shot” bets on military action made on Polymarket are successful, according to a new report that suggests prediction markets could pose a bigger threat than previously recognised to the security of sensitive information. Analysis by the Anti-Corruption Data Collective, a non-profit research and advocacy group, found that long-shot bets—defined as wagers of $2,500 or more at odds of 35 percent or less—on the platform had an average win rate of around 52 percent in markets on military and defence actions. That compares with a win rate of 25 percent across all politics-focused markets and just 14 percent for all markets on the platform as a whole. Read full article Comments
Ethereum could capture most of the value held in Bitcoin and gold and trade as high as $250,000, according to Wall Street-focused Ethereum builder Etherealize. Etherealize in a Tuesday X post said Ethereum is "productive money," citing criteria laid out...
Ethereum could capture most of the value held in Bitcoin and gold and trade as high as $250,000, according to Wall Street-focused Ethereum builder Etherealize. Etherealize in a Tuesday X post said Ethereum is "productive money," citing criteria laid out...
(RTTNews) - AVITA Medical, Inc. (RCEL), a therapeutic acute wound care company, Thursday announced that it has promoted Cary Vance to the role of Chief Executive Officer and President, effective immediately.
(RTTNews) - AVITA Medical, Inc. (RCEL), a therapeutic acute wound care company, Thursday announced that it has promoted Cary Vance to the role of Chief Executive Officer and President, effective immediately.
peterschreiber.media/iStock via Getty Images FTAI Infrastructure ( FIP ) up 13.9% and MARA Holdings ( MARA ) up 3.3% pre-market Thursday after FTAI said it agreed to sell Long Ridge Energy & Power to the bitcoin miner in a deal valued at ~$1.52B, including $785M in existing debt. The acquisition includes Long Ridge's 485 MW combined cycle gas power plant in Hannibal, Ohio, and more than 1,600 cont...
peterschreiber.media/iStock via Getty Images FTAI Infrastructure ( FIP ) up 13.9% and MARA Holdings ( MARA ) up 3.3% pre-market Thursday after FTAI said it agreed to sell Long Ridge Energy & Power to the bitcoin miner in a deal valued at ~$1.52B, including $785M in existing debt. The acquisition includes Long Ridge's 485 MW combined cycle gas power plant in Hannibal, Ohio, and more than 1,600 contiguous acres supporting an integrated digital infrastructure campus in one of the world's most active data center and power markets. FTAI Infrastructure ( FIP ) said the sale will immediately eliminate $1.16B of Long Ridge debt, and it expects to use the net proceeds to repay ~$300M of debt at the parent level. MARA ( MARA ) said the acquisition re presents ~$144M of annualized adjusted EBITDA, based on Long Ridge's H2 2025 performance, providing stable, cash-generative operations that support the development of the company's broader development objectives. Long Ridge "has all the key components for us, for the ideal data center campus," MARA ( MARA ) CEO Fred Thiel told Reuters in an interview . Thiel said the plant was highly efficient due to its relatively young age, with construction completed in 2021, and noted the land was already permitted for industrial use, reducing a major hurdle to data center development. More on MARA Holdings MARA Holdings: De-Risking The Balance Sheet For The AI Boom MARA Holdings: A Valuation Re-Rating Could Be Near MARA Holdings: Still Just A Bitcoin Treasury
Gearstd/iStock via Getty Images I previously rated Centene Corporation ( CNC ) as a Buy in February 2026, thanks to the management's excellent FY2026 guidance. In this article, I shall discuss why I am reiterating my Buy rating here, with their premium repricing already delivering promising early results. CNC Delivers Solid Portfolio Renewal Cadence CNC 1Y Stock Price (Trading View) Since my last ...
Gearstd/iStock via Getty Images I previously rated Centene Corporation ( CNC ) as a Buy in February 2026, thanks to the management's excellent FY2026 guidance. In this article, I shall discuss why I am reiterating my Buy rating here, with their premium repricing already delivering promising early results. CNC Delivers Solid Portfolio Renewal Cadence CNC 1Y Stock Price (Trading View) Since my last Buy rating, CNC has outperformed with a +29% stock price rally against the wider market at +3.2%, with a similar recovery also observed in its peers in varying degrees. 1. 2027 Medicare Advantage Tailwinds CNC's recent rally may be attributed to the finalized payment hike for 2027 Medicare Advantage plans at 2.48% YoY , against the original proposal at 0.09% YoY. While the management has highlighted how "the final rate remains below observed medical cost trend ," it goes without saying that the higher reimbursement rates are likely to deliver an improved margin outcome compared to the industry-wide margin compression observed in 2024 while contributing to the company "delivering breakeven financial results" in 2027. As a result, I can understand why the market has rewarded CNC along with its healthcare peers with the double digits stock price recoveries after the announcement. 2. Premium Re-pricing Worked As Intended CNC has also reported promising early results from the prior premium re-pricing and the consequent membership attrition to a more sustainable membership base. For example, the company reports a moderating total Medicaid membership base of 12.42M in FQ1'26 ( -0.7% QoQ / -4% YoY ) and a consequently lower Medicaid Health Benefits Ratio [HBR] of 93.1% (-0.1 points QoQ/-0.5 YoY/+5 from FY2021 levels of 88.1% , the year it was first broken out). With the management expecting further Medicaid membership attrition by -6% YoY by the end of 2026, I am of the opinion that CNC remains well positioned to deliver their multi-year margin recovery. This is especially since th...
Beyond analysts' top-and-bottom-line estimates for Advanced Micro (AMD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.
Beyond analysts' top-and-bottom-line estimates for Advanced Micro (AMD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.
cagkansayin/iStock via Getty Images The fear of software-as-a-service or SaaS companies getting disrupted by the AI is, arguably, the main driver for the BDC discounts. In February this year, when Anthropic announced its new AI tools for the Claude "Cowork" AI agent with the prospect to outcompete many SaaS core products, the entire software space sold-off. Given that BDCs on average carry 20% exp...
cagkansayin/iStock via Getty Images The fear of software-as-a-service or SaaS companies getting disrupted by the AI is, arguably, the main driver for the BDC discounts. In February this year, when Anthropic announced its new AI tools for the Claude "Cowork" AI agent with the prospect to outcompete many SaaS core products, the entire software space sold-off. Given that BDCs on average carry 20% exposure to SaaS names, the fear of disruption quickly spilled over to the BDCs themselves. In the chart below I have included the overall BDC index ( BIZD ) as well as some select players with above average SaaS allocations: Ycharts If the assumption is really that a large chunk of these SaaS names will go belly up, then it is only logical for such kind of repricing to take place. However, if for some reason it turns out that the fear is overblown and the SaaS-linked defaults do not even come close to what has been priced into the BDC valuations, then it is very likely that investors who bought the dip would reap juicy profits. In my humble opinion, the chances are much higher for us to experience the latter scenario than seeing significant SaaS wipeouts. Yet it would be wrong to take a broad brush and label all SaaS-biased BDCs as wonderful risk-adjusted buys. So, let me first establish my framework on how I'm viewing SaaS risks in relation to BDCs. Then I will elaborate on 2 BDCs, which have been thrown out with the bathwater (and thus present compelling investment opportunities). The Story Behind SaaS-Driven Discounts There are multiple constituents to the SaaS and related BDC bear case. From my perspective, the following points are the main ones. First, the massive sell-off in the overall software space, as seen in the iShares Expanded Tech-Software Sector ETF ( IGV ), has created a favorable ground for plotting various risk scenarios. I think that it would be fair to say that whenever a specific asset class experiences ~20% plunge in a condensed time period, many investo...
Getty Images Microsoft ( MSFT ) ( MSFT:CA ) just guided for $190 billion in CapEx for calendar 2026. The numbers are getting eye-popping, but in a good way. Microsoft's fiscal Q3 results came in ahead of expectations, although the stock was about flat in after-hours trading. Besides the CapEx guide, one of the most important numbers was that Azure grew 40% YoY, or 39% on a constant-currency basis....
Getty Images Microsoft ( MSFT ) ( MSFT:CA ) just guided for $190 billion in CapEx for calendar 2026. The numbers are getting eye-popping, but in a good way. Microsoft's fiscal Q3 results came in ahead of expectations, although the stock was about flat in after-hours trading. Besides the CapEx guide, one of the most important numbers was that Azure grew 40% YoY, or 39% on a constant-currency basis. I'm keeping my Buy rating on MSFT. I last wrote about it in February , and the thesis is still the same. This is a high-quality business that's still set to keep growing. High CapEx spending is a short-term drag for longer-term profits because the demand for cloud computing is clearly there. Meanwhile, the valuation is still relatively low compared to its past, and the chart isn't broken, meaning MSFT can bounce eventually. I think the stock is worth buying. Now, let's get into the results, and then, I'll offer my opinion. Microsoft's Fiscal Q3-2026 Results Microsoft came ahead of the consensus in every way. Revenue of $82.9 billion grew 18.3% (up 15% in constant currency) and beat the $81.43 billion consensus , while EPS came in at $4.27, ahead of the $4.05 consensus, up 18% in constant currency on a non-GAAP basis. Further, the Intelligent Cloud segment, which includes Azure, grew 30% (28% in CC) to $34.68 billion. The Productivity and Business Processes business grew 17% (13% in CC) to $35.01 billion, and the More Personal Computing business fell 1% (down 3% in CC) to $13.19 billion. Azure was the standout, honestly, growing 40%, or 39% in constant currency, which was ahead of the 37-38% guidance the company gave last quarter. Seeking Alpha CapEx (including finance leases) of $31.9 billion came in ~$3.4 billion under the $35.29 billion consensus estimate. If you exclude finance leases, CapEx was $30.88 billion. According to MSFT's Executive VP & CFO Amy Hood during the Q3 earnings call , "roughly 2/3 of our CapEx was for short-lived assets, primarily GPUs and CPUs. The ...
Netflix (NASDAQ: NFLX) stock tanked after its first-quarter earnings report, and a few culprits could be blamed for the drop. Two obvious ones were that guidance disappointed, and co-founder Reed Hastings is stepping down from the board. On top of that, skeptics saw Netflix's offer to buy Warner Bros. Discovery 's entertainment assets earlier this year as a sign that it's running out of growth opp...
Netflix (NASDAQ: NFLX) stock tanked after its first-quarter earnings report, and a few culprits could be blamed for the drop. Two obvious ones were that guidance disappointed, and co-founder Reed Hastings is stepping down from the board. On top of that, skeptics saw Netflix's offer to buy Warner Bros. Discovery 's entertainment assets earlier this year as a sign that it's running out of growth opportunities. But the naysayers seem to be missing the momentum Netflix is building by expanding into new categories, such as live events and video podcasts. There was clear evidence in the first-quarter earnings report that these initiatives are translating into increased engagement and member growth. Image source: The Motley Fool. Continue reading
HJBC Exchange traded funds with heavy exposure to Amazon ( AMZN ) are in focus on Thursday after the e-commerce giant reported its latest earnings, lifting sentiment across ETF portfolios. Amazon shares climbed roughly 3.5% in the morning session, providing a notable boost to funds with concentrated positions in the stock. According to market data, Amazon is held by 685 ETFs, which collectively ow...
HJBC Exchange traded funds with heavy exposure to Amazon ( AMZN ) are in focus on Thursday after the e-commerce giant reported its latest earnings, lifting sentiment across ETF portfolios. Amazon shares climbed roughly 3.5% in the morning session, providing a notable boost to funds with concentrated positions in the stock. According to market data, Amazon is held by 685 ETFs, which collectively own around 1.4B shares, underscoring its outsized influence within passive and active investment strategies. The broad ownership means even modest moves in Amazon’s stock can ripple across a wide range of sectors and index funds. Outlined below are the 10 ETFs with the largest allocations towards AMZN: Global X PureCap MSCI Consumer Discretionary ETF ( GXPD ), 40.48% allocation. Fidelity MSCI Consumer Discretionary Index ETF ( FDIS ), 28.49% allocation. VanEck Consumer Discretionary TruSector ETF ( TRUD ), 27.72% allocation. Consumer Discretionary Select Sector SPDR Fund ( XLY ), 27.30% allocation. ProShares Online Retail ETF ( ONLN ), 26.62% allocation. Vanguard Consumer Discretionary ETF ( VCR ), 24.77% allocation. VanEck Retail ETF ( RTH ), 23.80% allocation. ProShares Long Online/Short Stores ETF ( CLIX ), 23.02% allocation. Roundhill AMZN WeeklyPay ETF ( AMZW ), 22.26% allocation. Direxion Daily AMZN Bull 2X Shares ( AMZU ), 20.09% allocation. More on markets Powell's Fed tenure ranks among the strongest eras for U.S. equities since 1970 Treasury yields top 1-month high as oil prices fuel inflation fears Oil tops $100 again and the United States Oil Fund LP ETF hit its highest level since 2015 Ray Dalio says a wealth tax may spark a bubble pop Only 11 mega-caps stand out in SA Quant Ratings as markets hover near highs
JazzIRT/E+ via Getty Images Medical Properties Trust ( MPT ) stock saw erratic fluctuations as the medical facility REIT's first-quarter earnings fell short of expectations, but rent collections showed strength. The stock rose to $5.17 after the results announcement, fell to $5.13, and then increased to $5.16 during pre-market trading on Thursday. Normalized FFO per share came in at $0.14, unchang...
JazzIRT/E+ via Getty Images Medical Properties Trust ( MPT ) stock saw erratic fluctuations as the medical facility REIT's first-quarter earnings fell short of expectations, but rent collections showed strength. The stock rose to $5.17 after the results announcement, fell to $5.13, and then increased to $5.16 during pre-market trading on Thursday. Normalized FFO per share came in at $0.14, unchanged from $0.14 in the year-ago quarter. The Visible Alpha consensus stands at $0.15. Revenue increased to $252.07M from $223.80M a year ago, exceeding the consensus of $247.13M. Rent billed rose to $197.52M from $165.19M. The average analyst estimate had stood at $191.97M. Meanwhile, straight-line rent decreased to $34.20M from $40.13M. On the sale of real estate, the company reported a loss of $790K during the quarter, compared to the year-ago gain of $8.06M. As of March 31, MPT's portfolio included 378 properties and ~38K licensed beds leased to or mortgaged by 51 hospital operating companies. The REIT had assets of ~$15B, including $8.8B of general acute facilities, $2.4B of behavioral health facilities, and $1.7B of post-acute facilities. "As expected, rent payments at our recently transitioned hospitals are continuing to ramp in Florida, Louisiana, and Texas. In California, we expect to begin collecting cash rent from NOR in the 2026 second quarter," said CEO Edward Aldag. "As operations at these facilities continue to stabilize, we remain confident in collecting annualized cash rent of at least $1 billion by the end of the year and in our ability to flexibly and attractively address upcoming debt maturities," added the CEO. Earnings call is scheduled for 11:00 AM ET today. More on Medical Properties Trust Medical Properties Trust: From Crisis To Comeback Medical Properties Trust: The Second-Most Shorted REIT And Its 7.2% Dividend Yield Medical Properties Trust: New Tenant Risk Meets Promising Recovery Cadence - Contrarian Buy Medical Properties Trust FFO of $0.14 misse...
A new trailer depicts a normal meet-cute before setting it on the one night a year when single people can legally have sex For the most part, the trailer for the upcoming film One Night Only looks like the sweetest possible version of a romcom. A handsome, sensitive-looking man (played by Callum Turner) flirts relentlessly with a big-eyed oddball in a sexy dress (played by Monica Barbaro). They bu...
A new trailer depicts a normal meet-cute before setting it on the one night a year when single people can legally have sex For the most part, the trailer for the upcoming film One Night Only looks like the sweetest possible version of a romcom. A handsome, sensitive-looking man (played by Callum Turner) flirts relentlessly with a big-eyed oddball in a sexy dress (played by Monica Barbaro). They bump into each other, nudge each other, roll their eyes at each other. As a YouTube comment underneath the trailer (that has been liked more than 3,000 times) says: “Romantic comedies are back.” However, tucked away in this adorable little trailer is a premise that might just be the most confusing in living memory. As Turner’s character walks lovelorn through the streets of New York City, his voiceover says: “Finding love is hard enough. Try doing it on the one night of the year single people are legally allowed to have sex.” Continue reading...
First Northern Community Bancorp press release ( FNRN ): Q1 GAAP EPS of $0.36. Revenue of $18.94M. More on First Northern Community Bancorp Financial information for First Northern Community Bancorp
First Northern Community Bancorp press release ( FNRN ): Q1 GAAP EPS of $0.36. Revenue of $18.94M. More on First Northern Community Bancorp Financial information for First Northern Community Bancorp
NielsenIQ ( NIQ ) said on Thursday that Ulta Beauty ( ULTA ) selected the consumer intelligence company for data-sharing collaboration to improve visibility into the U.S. beauty market. Under the agreement, Ulta will contribute sales data to NielsenIQ for enhancing omnichannel measurement across both prestige and mass segments while also adopting NIQ as its primary beauty insights panel provider. ...
NielsenIQ ( NIQ ) said on Thursday that Ulta Beauty ( ULTA ) selected the consumer intelligence company for data-sharing collaboration to improve visibility into the U.S. beauty market. Under the agreement, Ulta will contribute sales data to NielsenIQ for enhancing omnichannel measurement across both prestige and mass segments while also adopting NIQ as its primary beauty insights panel provider. The partnership will combine Ulta’s large customer base and retail reach with NIQ’s analytics tools for deeper insight into consumer behavior across online and offline channels, according to the statement . More on NIQ Global Intelligence plc, Ulta Beauty The Pros And Cons Of Investing In Ulta Beauty Now Ulta Beauty, Inc. (ULTA) Presents at J.P. Morgan Retail Round Up Forum 2026 Transcript NIQ Global Intelligence: Fundamentals Remain Sound Goldman Sachs cuts IPO forecast; biggest IPOs since 2025 ranked by market cap NIQ and INTAGE Holdings forge strategic sales partnership
Tokyo Electron Limited press release ( TOELY ): FY GAAP EPS of ¥1250.88. Revenue of ¥2443.5B (+0.5% Y/Y). Consolidated Financial Forecasts First Half of the Fiscal Year Ending March 31, 2027 (Billions of yen, Y/Y change) First Half Net Sales Operating Income Ordinary Income 1,570.0 431.0 33.1% 42.2% Net Income Attributable to Owners of Parent 437.0 328.0 42.4% 35.7% More on Tokyo Electron Limited ...
Tokyo Electron Limited press release ( TOELY ): FY GAAP EPS of ¥1250.88. Revenue of ¥2443.5B (+0.5% Y/Y). Consolidated Financial Forecasts First Half of the Fiscal Year Ending March 31, 2027 (Billions of yen, Y/Y change) First Half Net Sales Operating Income Ordinary Income 1,570.0 431.0 33.1% 42.2% Net Income Attributable to Owners of Parent 437.0 328.0 42.4% 35.7% More on Tokyo Electron Limited Tokyo Electron Limited 2026 Q4 - Results - Earnings Call Presentation Tokyo Electron Limited (TOELY) Q3 2026 Earnings Call Transcript Japan targets nearly $254B in local chip sales by 2040: report Historical earnings data for Tokyo Electron Limited Financial information for Tokyo Electron Limited
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) saw its strong first-quarter performance overshadowed by a sharp increase in spending plans, according to UBS. The US technology group beat expectations on both revenue and earnings in the three months to March, with analysts highlighting a...
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) saw its strong first-quarter performance overshadowed by a sharp increase in spending plans, according to UBS. The US technology group beat expectations on both revenue and earnings in the three months to March, with analysts highlighting a...
Ernexa Therapeutics ( ERNA ) on Thursday said it will implement a 1-for-25 reverse stock split of its common stock, effective May 4. The company said its common stock is expected to begin trading on a split-adjusted basis under the existing trading symbol "ERNA"; its outstanding warrants will continue to trade under the symbol "ERNAW" with unchanged warrant CUSIPs. The company said the reverse spl...
Ernexa Therapeutics ( ERNA ) on Thursday said it will implement a 1-for-25 reverse stock split of its common stock, effective May 4. The company said its common stock is expected to begin trading on a split-adjusted basis under the existing trading symbol "ERNA"; its outstanding warrants will continue to trade under the symbol "ERNAW" with unchanged warrant CUSIPs. The company said the reverse split is being effected to regain compliance with Nasdaq’s $1.00 minimum bid price requirement for continued listing. Press release More on Eterna Therapeutics Financial information for Eterna Therapeutics
First quarter output, driven by AI investment and government spending, rose as oil shock fuels inflation fears US gross domestic product (GDP) accelerated 2% in the first three months of 2026, though consumer spending is slowing as the war with Iran continues to impact energy prices. The last GDP reading for the fourth quarter of 2025 showed that US economic growth slowed to a 0.5% pace, largely d...
First quarter output, driven by AI investment and government spending, rose as oil shock fuels inflation fears US gross domestic product (GDP) accelerated 2% in the first three months of 2026, though consumer spending is slowing as the war with Iran continues to impact energy prices. The last GDP reading for the fourth quarter of 2025 showed that US economic growth slowed to a 0.5% pace, largely due to a contraction in government spending after massive layoffs of federal workers last year. The federal government is down 355,000 workers, or 11.8% of the workforce, since October 2024, according to the Bureau of Labor Statistics. Continue reading...