Key Points Both SCHA and ISCB charge extremely low expense ratios, but SCHA is much larger. ISCB has a slightly higher dividend yield and a minor tilt toward industrials, while SCHA leans more into technology. Both funds have delivered similar returns over the past five years. 10 stocks we like better than Schwab Strategic Trust - Schwab U.s. Small-Cap ETF › The Schwab U.S. Small-Cap ETF (NYSEMKT:...
Key Points Both SCHA and ISCB charge extremely low expense ratios, but SCHA is much larger. ISCB has a slightly higher dividend yield and a minor tilt toward industrials, while SCHA leans more into technology. Both funds have delivered similar returns over the past five years. 10 stocks we like better than Schwab Strategic Trust - Schwab U.s. Small-Cap ETF › The Schwab U.S. Small-Cap ETF (NYSEMKT:SCHA) and iShares Morningstar Small-Cap ETF (NYSEMKT:ISCB) both offer broad, low-cost exposure to U.S. small-cap stocks, but differ in fund size, sector tilts, and liquidity. Both SCHA and ISCB aim to capture the performance of the U.S. small-cap equity market, making them potential core holdings for investors seeking diversification beyond large caps. This comparison looks at how these two funds stack up across cost, size, sector exposure, recent returns, and practical factors such as liquidity. Snapshot (cost & size) Metric SCHA ISCB Issuer Schwab IShares Expense ratio 0.04% 0.04% 1-yr return (as of 2026-03-11) 26.9% 23.0% Dividend yield 1.2% 1.4% Beta 1.30 1.25 AUM $19.5 billion $245.9 million Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Both funds are among the most affordable small-cap ETFs, but ISCB offers a slightly higher dividend yield. SCHA’s much larger assets under management (AUM) and higher liquidity may appeal to those prioritizing ease of trading. Performance & risk comparison Metric SCHA ISCB Max drawdown (5 y) -30.8% -29.9% Growth of $1,000 over 5 years $1,170 $1,177 What's inside ISCB tracks a Morningstar index, holding 1,560 U.S. small-cap stocks with a bias toward industrials (19%), financials (17%), and healthcare (14%). Its largest positions, such as Lumentum Holdings (NASDAQ:LITE), Ati (NYSE:ATI), and Albemarle (NYSE:ALB) each accounts for less than 1% of assets, keeping the concentration low. The fund has a long track re...
Expand NASDAQ : SOUN SoundHound AI Today's Change ( 3.22 %) $ 0.23 Current Price $ 7.54 Key Data Points Market Cap $3.1B Day's Range $ 7.34 - $ 7.70 52wk Range $ 6.52 - $ 22.17 Volume 589K Avg Vol 26M Gross Margin 32.96 % SoundHound AI (SOUN +3.22%), a voice AI platform for automotive and customer service, closed Monday at $7.54, up 3.25%. The stock moved higher after news of its new Edge Agentic+...
Expand NASDAQ : SOUN SoundHound AI Today's Change ( 3.22 %) $ 0.23 Current Price $ 7.54 Key Data Points Market Cap $3.1B Day's Range $ 7.34 - $ 7.70 52wk Range $ 6.52 - $ 22.17 Volume 589K Avg Vol 26M Gross Margin 32.96 % SoundHound AI (SOUN +3.22%), a voice AI platform for automotive and customer service, closed Monday at $7.54, up 3.25%. The stock moved higher after news of its new Edge Agentic+ platform at Nvidia’s GTC 2026, and investors are watching adoption of its on-device automotive assistant and broader edge AI roadmap. The company’s trading volume reached 44.4 million shares, which is about 71% above compared with its three-month average of 26 million shares. SoundHound AI went public in 2022 and has grown 0% since its IPO. How the markets moved today The S&P 500 (^GSPC +1.01%) gained 1.01% to finish Monday at 6,699.38, while the Nasdaq Composite (^IXIC +1.22%) advanced 1.22% to close at 22,374. Within software & programming names, peer Palantir Technologies (PLTR +1.17%) closed at $152.72 (+1.17%) and AppLovin (APP 1.15%) ended at $453.3 (-1.17%), underscoring mixed sentiment across AI-focused software stocks. What this means for investors SoundHound AI drew attention as interest in edge artificial intelligence continues to grow, notably in applications where AI systems run directly on devices rather than relying entirely on cloud computing. On-device processing in cars can reduce latency and improve reliability, allowing voice assistants and other AI systems to respond instantly without depending on continuous internet connectivity. The company’s unveiling of its Edge Agentic+ platform at Nvidia GTC 2026 highlights its effort to expand voice AI capabilities within this on-device ecosystem, particularly for automotive assistants and connected devices. After recently reporting rising revenue and outlining a 2026 growth outlook while obtaining additional capital flexibility through a shelf registration, investors will be watching whether SoundHound can tran...
SoundHound AI (NASDAQ:SOUN), a voice AI platform for automotive and customer service, closed Monday at $7.54, up 3.25%. The stock moved higher after news of its new Edge Agentic+ platform at Nvidia’s GTC 2026, and investors are watching adoption of its on-device automotive assistant and broader edge AI roadmap. The company’s trading volume reached 44.4 million shares, which is about 71% above comp...
SoundHound AI (NASDAQ:SOUN), a voice AI platform for automotive and customer service, closed Monday at $7.54, up 3.25%. The stock moved higher after news of its new Edge Agentic+ platform at Nvidia’s GTC 2026, and investors are watching adoption of its on-device automotive assistant and broader edge AI roadmap. The company’s trading volume reached 44.4 million shares, which is about 71% above compared with its three-month average of 26 million shares. SoundHound AI went public in 2022 and has grown 0% since its IPO. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) gained 1.01% to finish Monday at 6,699.38, while the Nasdaq Composite (NASDAQINDEX:^IXIC) advanced 1.22% to close at 22,374. Within software & programming names, peer Palantir Technologies (NASDAQ:PLTR) closed at $152.72 (+1.17%) and AppLovin (NASDAQ:APP) ended at $453.3 (-1.17%), underscoring mixed sentiment across AI-focused software stocks. What this means for investors SoundHound AI drew attention as interest in edge artificial intelligence continues to grow, notably in applications where AI systems run directly on devices rather than relying entirely on cloud computing. On-device processing in cars can reduce latency and improve reliability, allowing voice assistants and other AI systems to respond instantly without depending on continuous internet connectivity. The company’s unveiling of its Edge Agentic+ platform at Nvidia GTC 2026 highlights its effort to expand voice AI capabilities within this on-device ecosystem, particularly for automotive assistants and connected devices. After recently reporting rising revenue and outlining a 2026 growth outlook while obtaining additional capital flexibility through a shelf registration, investors will be watching whether SoundHound can translate product momentum into more extensive automaker deployments as competition intensifies across the emerging edge AI market. Should you buy stock in SoundHound AI right now? Before you buy stock in SoundHound AI...
Gold was little changed, after the US dollar slipped and traders weighed attempts to contain an oil-supply shock arising from the war in the Middle East. Bullion was near $5,000 an ounce in early trading, having lost 0.3% in the previous session. Oil wavered as investors assessed the release of emergency stockpiles against rising threats to energy infrastructure, while a gauge of the dollar fell 0...
Gold was little changed, after the US dollar slipped and traders weighed attempts to contain an oil-supply shock arising from the war in the Middle East. Bullion was near $5,000 an ounce in early trading, having lost 0.3% in the previous session. Oil wavered as investors assessed the release of emergency stockpiles against rising threats to energy infrastructure, while a gauge of the dollar fell 0.6% on Monday. US President Donald Trump appealed for help from other nations to secure the Strait of Hormuz, where crude transit has ground to a near-halt. Read More: Trump Demands Help With Hormuz, Threatens More Kharg Strikes The US-Israeli war with Iran is now in its third week. Tehran attacked targets across the Persian Gulf on Monday, including a key oil hub and a major gas field in the United Arab Emirates, while Trump threatened to expand strikes on Iran’s Kharg Island to target oil infrastructure. As the conflict drags on, raising the threat of inflation, prospects for the Federal Reserve to cut interest rates have dwindled. Traders now see virtually no chance of a reduction at this week’s Fed meeting. Higher borrowing costs typically weigh on precious metals, which don’t pay interest. Spot gold edged down 0.1% to $5,002.11 an ounce as of 6:23 a.m. in Singapore. Silver slipped 0.1% to $80.71. Platinum and palladium fell.
JHVEPhoto/iStock Editorial via Getty Images Ulta Beauty, Inc. ( ULTA ) delivered a disappointing Q4, as the market realizes that higher growth came at a price. Margins dropped sharply, and EPS dropped more than 5%. I expect this to be an ongoing story, as the competitive landscape forces Ulta to consistently choose between margins and growth. Accordingly, I find that the stock mandates a lower mul...
JHVEPhoto/iStock Editorial via Getty Images Ulta Beauty, Inc. ( ULTA ) delivered a disappointing Q4, as the market realizes that higher growth came at a price. Margins dropped sharply, and EPS dropped more than 5%. I expect this to be an ongoing story, as the competitive landscape forces Ulta to consistently choose between margins and growth. Accordingly, I find that the stock mandates a lower multiple, and that even after the 14% drop, it's still not attractive. Setting The Baseline For Future Prospects I think it's important to provide some context before we dive into analysis and recent results. For many years, the market viewed Ulta Beauty as a high-quality, differentiated retailer, with a long runway for double-digit revenue growth alongside improving margins. This translated into a high 30x+ valuation multiple and high expectations for the future. Created by the author based on Ulta reports. Then, in the aftermath of COVID-19, a different picture emerged. Ulta's international expansion plans were shut down, the brand lost its position as the top beauty destination in the U.S., and the company spent the majority of its resources and focus on trying to save market share, prevent theft, and improve operations. Created by the author based on Ulta reports. As a result, growth plummeted, and operating margins dropped as well. Finally, as the stock reached rock bottom , the board decided to replace the CEO and appointed Kecia Steelman, former COO, to the job. Data by YCharts From the stock's perspective, it certainly worked. From a 40% drawdown, Kecia oversaw a 100%+ climb back to all-time highs. She was able to reignite the growth story and finally executed an international expansion plan. However, as I've warned , the "Relief Rally" went overboard, and this growth is coming at a price. In Q4, this tradeoff finally became too clear to ignore. Ulta's Fourth Quarter Results Paint It Clearly - Sacrificing Profitability For Growth Over the past three quarters, Ulta has ...
CytomX Therapeutics (NASDAQ:CTMX) , a biotech company that develops conditionally activated biologics for cancer treatment, closed Monday at $6.75, up 44.23%. The stock is jumping after releasing Phase 1 Varseta-M data in metastatic colorectal cancer and subsequent upbeat analyst reactions. Investors will now be watching upcoming FDA interactions and further clinical readouts. Trading volume reach...
CytomX Therapeutics (NASDAQ:CTMX) , a biotech company that develops conditionally activated biologics for cancer treatment, closed Monday at $6.75, up 44.23%. The stock is jumping after releasing Phase 1 Varseta-M data in metastatic colorectal cancer and subsequent upbeat analyst reactions. Investors will now be watching upcoming FDA interactions and further clinical readouts. Trading volume reached 118 million shares, coming in about 2,211% above its three-month average of 5.1 million shares. CytomX IPO'd in 2015 and has fallen 48% since going public. The S&P 500 (SNPINDEX:^GSPC) rose 1.02% to 6,700, while the Nasdaq Composite (NASDAQINDEX:^IXIC) added 1.22% to finish at 22,374. Within biotechnology, industry peers XOMA (NASDAQ:XOMA) closed at $26.61 (+0.87%) and Rigel Pharmaceuticals (NASDAQ:RIGL) finished at $26.55 (+2.31%), underscoring interest in drug developers. CytomX announced Phase 1 expansion data for varsetatug masetecan (also called Varseta-M), revealing objective response rates of up to 32% and progression-free survival of approximately seven months in late-stage metastatic colorectal cancer. This data bolsters their intentions to engage in FDA registrational trial discussions in 2026. Continue reading
Key Points The oilfield services company announced a series of new contracts for cementing work. These projects are located in Kuwait and North Africa. 10 stocks we like better than National Energy Services Reunited › A set of deals from international clients was imbuing National Energy Services Reunited (NASDAQ: NESR) stock with plenty of energy on Monday. Investors eagerly piled into the company...
Key Points The oilfield services company announced a series of new contracts for cementing work. These projects are located in Kuwait and North Africa. 10 stocks we like better than National Energy Services Reunited › A set of deals from international clients was imbuing National Energy Services Reunited (NASDAQ: NESR) stock with plenty of energy on Monday. Investors eagerly piled into the company's shares on the news, and with that, the oilfield services specialist closed the trading session nearly 8% higher. A $300 million gusher Well before market open that day, NESR announced that it had secured several contracts for cementing work with clients in Kuwait and North Africa. The company did not identify any of the customers, although the major ones in the region are national oil companies. It also did not get more specific with geography. It did say that the new deals are collectively worth around $300 million. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » It also added that this work will enhance what the company considers to be its leading position in the Middle East and North Africa region for cementing. In the press release touting these upcoming projects, NESR quoted CEO Sherif Foda as saying that "The benefit of regional scale in segments like cementing include operational agility and the ability to enhance our offering with new technologies." He also said that the "new awards across North Africa demonstrate our ability to expand quickly outside of our core Gulf footprint, and underscore the growth potential in Libya and beyond." Looking for more $300 million is a significant number for NESR, even when stretched out over a span of several years -- last year's total revenue for the company, after all, was a bit over $1.3 billion. So this is undeniably a win, and although it was not so fort...
A set of deals from international clients was imbuing National Energy Services Reunited (NESR +7.63%) stock with plenty of energy on Monday. Investors eagerly piled into the company's shares on the news, and with that, the oilfield services specialist closed the trading session nearly 8% higher. A $300 million gusher Well before market open that day, NESR announced that it had secured several cont...
A set of deals from international clients was imbuing National Energy Services Reunited (NESR +7.63%) stock with plenty of energy on Monday. Investors eagerly piled into the company's shares on the news, and with that, the oilfield services specialist closed the trading session nearly 8% higher. A $300 million gusher Well before market open that day, NESR announced that it had secured several contracts for cementing work with clients in Kuwait and North Africa. The company did not identify any of the customers, although the major ones in the region are national oil companies. It also did not get more specific with geography. It did say that the new deals are collectively worth around $300 million. It also added that this work will enhance what the company considers to be its leading position in the Middle East and North Africa region for cementing. In the press release touting these upcoming projects, NESR quoted CEO Sherif Foda as saying that "The benefit of regional scale in segments like cementing include operational agility and the ability to enhance our offering with new technologies." He also said that the "new awards across North Africa demonstrate our ability to expand quickly outside of our core Gulf footprint, and underscore the growth potential in Libya and beyond." Expand NASDAQ : NESR National Energy Services Reunited Today's Change ( 7.63 %) $ 1.46 Current Price $ 20.60 Key Data Points Market Cap $1.9B Day's Range $ 19.46 - $ 20.60 52wk Range $ 5.20 - $ 26.85 Volume 90K Avg Vol 1.6M Gross Margin 11.02 % Looking for more $300 million is a significant number for NESR, even when stretched out over a span of several years -- last year's total revenue for the company, after all, was a bit over $1.3 billion. So this is undeniably a win, and although it was not so forthcoming with the details (security might have been a consideration, given the war in the region), it seems this work is a good foundation for those expansion hopes.
VTT Studio/iStock via Getty Images Private Credit: Accessing The Opportunity With PBDC "Private Credit" has become a dirty word in some investment circles over the past year as a few negative headlines and isolated credit problems became magnified and exaggerated. Especially by a media that loves "sky is falling" headlines, and by a public all too eager to embrace "this time it's different" theori...
VTT Studio/iStock via Getty Images Private Credit: Accessing The Opportunity With PBDC "Private Credit" has become a dirty word in some investment circles over the past year as a few negative headlines and isolated credit problems became magnified and exaggerated. Especially by a media that loves "sky is falling" headlines, and by a public all too eager to embrace "this time it's different" theories about how today's new challenges won't be as solvable as past challenges almost invariably have been. Anyone who googles " private credit news " will see a plethora of articles about the health of the private credit market, including one (or two) of my own. Many of my group's members, as well as other readers and followers, know that I believe the private credit market (that I covered as a journalist 35 years ago when it was still called the "private placement" market) is fundamentally healthy ; and that panicky investors have driven market prices down to levels that over-compensate holders for the actual risks the asset class currently presents. Private credit is, in fact, different than more widely traded corporate credit, such as corporate bonds and broadly syndicated corporate loans. The main difference is that the deals are smaller, and are more likely to be held to maturity by the original lender (or members of the original lending group, which often comprises large institutional investors, like insurance companies, pension plans, wealthy private investors, or mutual funds). A common theme is the investors' giving up some liquidity (the ability to sell out and get their capital back prior to maturity) in return for a credit that is well structured and secured. Private credit practitioners sometimes tell us that they go to the trouble to structure their deals more tightly and carefully than typical large bank syndicated loans, because the private creditors have to "eat their own cooking" and hold their deals on their own books until maturity; versus large banks that...
Ployker/iStock via Getty Images Kazatomprom ( NATKY ) produces around 21% of global uranium supply, which I believe makes the company one of the best exposures to uranium topic. Nuclear energy is everywhere right now, especially when talking about net zero goals and nuclear reactors. This company is in the middle of the trend. My main thesis is simple. Kazatomprom has technology which allows them ...
Ployker/iStock via Getty Images Kazatomprom ( NATKY ) produces around 21% of global uranium supply, which I believe makes the company one of the best exposures to uranium topic. Nuclear energy is everywhere right now, especially when talking about net zero goals and nuclear reactors. This company is in the middle of the trend. My main thesis is simple. Kazatomprom has technology which allows them to produce uranium cheaper than anywhere else in the world. Even when uranium prices are volatile, they remain profitable. Now, they have an agreement with India - long-term contract which consists of more than 50% of total asset value. To me this looks like a transformation, which shows that Kazatomprom is one of the main businesses that support this nuclear future. The Business To better understand how this company is different from other uranium sector players, we have to look how it produces uranium. Many mining companies which I analyse work in very simple ways - they are mining shafts or open pits. Kazatomprom on the other hand works in completely different way. Instead of traditional mining, they inject liquid into ore layers, which dissolve uranium in the rock itself and then bring it back to the surface in liquid form. This method is called in-situ leaching and it allows miners to avoid damaging earths surface, excess waste and difficult mining infrastructure. I believe this is one of the cheapest ways to produce, it is believed that in Kazakhstan production costs are around $20-30/lb. At the beginning of 2026, uranium spot prices were and still are around $85-95/lb. This means that with current costs, Kazatomprom generates software like margins while being a commodity player. In 2024 their gross margin was around 53%, operational margin at 45%, and net income margin 38%. Numbers like that in mining sector are pretty rare if you would ask me. The same year, revenue increased almost 26% , and adjusted net income increased around 38%. In my opinion this is a structur...
hapabapa Roche ( RHHBY ) has launched a large-scale AI factory powered by 2,176 Nvidia ( NVDA ) Blackwell GPUs to boost the development of new medicines and diagnostics. The Swiss pharma now has more than 3,500 Blackwell GPUs at its disposal, the largest such footprint for a drug company. Roche said that it has used NVIDIA's BioNeMo platform for R&D to improve its "Lab-in-the-Loop, where biologica...
hapabapa Roche ( RHHBY ) has launched a large-scale AI factory powered by 2,176 Nvidia ( NVDA ) Blackwell GPUs to boost the development of new medicines and diagnostics. The Swiss pharma now has more than 3,500 Blackwell GPUs at its disposal, the largest such footprint for a drug company. Roche said that it has used NVIDIA's BioNeMo platform for R&D to improve its "Lab-in-the-Loop, where biological and chemistry experiments are connected with Roche’s AI models. This helps scientists test hypotheses at scale, accelerate progress, and make discoveries that were not possible otherwise." The pharma also uses Nvidia's Omniverse libraries, Parabricks software, and NeMo Guardrails. Nvidia and Roche started working together in 2023. More on Roche Roche Holding AG (RHHBY) Discusses Phase III Study Results and Updates on Immunology Kidney Pipeline - Slideshow Roche Falters In A Key Breast Cancer Readout Roche Holding AG (RHHBY) Discusses Phase III Study Results and Updates on Immunology Kidney Pipeline Transcript Roche receives CE approval for Elecsys ApoE4 biomarker test Roche stock falls after breast cancer combo therapy fails in trial
Key Points The S&P 500 Shiller CAPE ratio is a useful valuation tool because it counts for a decade's worth of earnings trends. Historically speaking, a rising CAPE ratio preceded long-lasting market corrections. The market's biggest catalyst, artificial intelligence (AI), is much different than other hype narratives from decades past. 10 stocks we like better than S&P 500 Index › Have you ever wo...
Key Points The S&P 500 Shiller CAPE ratio is a useful valuation tool because it counts for a decade's worth of earnings trends. Historically speaking, a rising CAPE ratio preceded long-lasting market corrections. The market's biggest catalyst, artificial intelligence (AI), is much different than other hype narratives from decades past. 10 stocks we like better than S&P 500 Index › Have you ever wondered what analysts mean when they say a stock, or the broader market, is overvalued or undervalued? Broadly speaking, stock researchers will analyze metrics such as price-to-sales (P/S) or price-to-earnings (P/E) and benchmark these ratios against historical levels and industry peers to help gauge a company's valuation profile. While useful, these metrics can fall short, as they only account for one year's worth of data. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » An often overlooked valuation tool that could prove more useful is the cyclically adjusted price-to-earnings (CAPE) ratio. The CAPE ratio provides a more thorough look at market valuations, as it accounts for a decade's worth of inflation-adjusted earnings. This approach helps smooth out one-time anomalies and economic cycles. Let's take a look at the S&P 500's current CAPE ratio and compare it to prior periods. From there, smart investors should be able to develop a solid game plan for navigating ongoing volatility in 2026. What is the CAPE ratio, and why is it important? As noted, the CAPE ratio differs from more standard metrics such as the P/E multiple because it is not distorted by one-time events. The CAPE offers a normalized view of long-term value by smoothing out short-term fluctuations. Currently, the CAPE ratio stands at 39 -- more than double its long-term average and inching closer to its all-time high. The only other times in...
Have you ever wondered what analysts mean when they say a stock, or the broader market, is overvalued or undervalued? Broadly speaking, stock researchers will analyze metrics such as price-to-sales (P/S) or price-to-earnings (P/E) and benchmark these ratios against historical levels and industry peers to help gauge a company's valuation profile. While useful, these metrics can fall short, as they ...
Have you ever wondered what analysts mean when they say a stock, or the broader market, is overvalued or undervalued? Broadly speaking, stock researchers will analyze metrics such as price-to-sales (P/S) or price-to-earnings (P/E) and benchmark these ratios against historical levels and industry peers to help gauge a company's valuation profile. While useful, these metrics can fall short, as they only account for one year's worth of data. An often overlooked valuation tool that could prove more useful is the cyclically adjusted price-to-earnings (CAPE) ratio. The CAPE ratio provides a more thorough look at market valuations, as it accounts for a decade's worth of inflation-adjusted earnings. This approach helps smooth out one-time anomalies and economic cycles. Let's take a look at the S&P 500's current CAPE ratio and compare it to prior periods. From there, smart investors should be able to develop a solid game plan for navigating ongoing volatility in 2026. What is the CAPE ratio, and why is it important? As noted, the CAPE ratio differs from more standard metrics such as the P/E multiple because it is not distorted by one-time events. The CAPE offers a normalized view of long-term value by smoothing out short-term fluctuations. Currently, the CAPE ratio stands at 39 -- more than double its long-term average and inching closer to its all-time high. The only other times in history when the CAPE ratio was near its current level were in the late 1920s and in 2000. In both periods, the stock market ultimately plummeted -- crashing during the Great Depression and during the dot-com bubble burst. This is important to note because it could signal that the CAPE ratio is a good barometer of stock market crashes. What does a rising CAPE ratio signal? Right now, the stock market remains elevated relative to historical levels, driven by tailwinds from demand for artificial intelligence (AI). Hyperscalers such as Microsoft, Amazon, Alphabet, and Meta Platforms are spending hun...
Earnings Call Insights: Comtech Telecommunications Corp. (CMTL) Q2 2026 Management View Kenneth Traub, CEO, President & Executive Chairman, highlighted, "Comtech continued on its positive trajectory of improvement as we delivered our fourth consecutive quarter of positive operating cash flow and ended the quarter with approximately $50 million of total liquidity." He emphasized a book-to-bill rati...
Earnings Call Insights: Comtech Telecommunications Corp. (CMTL) Q2 2026 Management View Kenneth Traub, CEO, President & Executive Chairman, highlighted, "Comtech continued on its positive trajectory of improvement as we delivered our fourth consecutive quarter of positive operating cash flow and ended the quarter with approximately $50 million of total liquidity." He emphasized a book-to-bill ratio of 1.64x, a backlog of $732 million, and revenue visibility of approximately $1.1 billion. Traub explained that net sales decreased from $127 million in Q2 2025 to $107 million in Q2 2026 due to streamlined product lines and selectivity in customer orders, also noting the impact of the U.S. government shutdown. Despite lower net sales, gross profit rose to $36 million, gross profit percentage increased from 27% to 34%, and adjusted EBITDA reached $9.1 million. Traub attributed these gains to operational efficiency and a focus on higher margin products. In the Satellite and Space Communications segment, Traub stated, "Net sales in the Satellite and Space segment declined by 31% as a result of the company's decision to phase out and eliminate certain low-margin and working capital-intensive revenues as well as the impact of the recent U.S. government shutdown." He detailed a shift towards higher-margin solutions, including digital common ground modems and multipath radios, and highlighted $5.5 million in international government orders and $4.5 million in cybersecurity support funding. For Allerium, Traub reported, "Net sales were $56.2 million, an increase of 6.2% compared to the second quarter of fiscal 2025." Allerium also secured over $107 million of incremental funding toward a multiyear contract extension and $10.5 million for a new next-generation 911 system in the South Central U.S. Traub addressed a significant legal update, stating that former CEO Ken Peterman's claims against Comtech were withdrawn, while Comtech's counterclaims remain pending. CFO Michael Bondi ...
Key Points Shiba Inu has followed the market-wide rally in crypto as Bitcoin gains. To the surprise of many, even as stocks fall, Bitcoin has traded higher as investors look for safety amid geopolitical tensions. 10 stocks we like better than Shiba Inu › Shiba Inu (CRYPTO: SHIB) just posted another green day, climbing more than 5% in the last 24 hours as of 5:58 p.m. ET on Monday. The S&P 500 was ...
Key Points Shiba Inu has followed the market-wide rally in crypto as Bitcoin gains. To the surprise of many, even as stocks fall, Bitcoin has traded higher as investors look for safety amid geopolitical tensions. 10 stocks we like better than Shiba Inu › Shiba Inu (CRYPTO: SHIB) just posted another green day, climbing more than 5% in the last 24 hours as of 5:58 p.m. ET on Monday. The S&P 500 was up 1% today as stocks recovered some of last week's losses. Shiba Inu tends to follow Bitcoin The broader crypto market is rallying as geopolitical anxiety around the Middle East conflict has, to the surprise of many, been good for digital assets. Crypto has spent the past two weeks behaving less like a speculative bet and more like the hedge against global uncertainty it has often been touted to be. Bitcoin is up more than 13% since the War in Iran began, even as stocks have fallen. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » While hardly anyone would look to Shiba Inu for security, as one of the most liquid meme tokens, it tends to amplify whatever Bitcoin does. Shiba Inu is extremely risky Shiba Inu's value depends on the hype that surrounds it -- it is a meme coin. That makes it extremely sensitive to general sentiment and is liable to drop like a rock at any moment. Despite its recent gains, it is not a serious investment, and I would not own it. Should you buy stock in Shiba Inu right now? Before you buy stock in Shiba Inu, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Shiba Inu wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, y...
Shiba Inu (SHIB +5.07%) just posted another green day, climbing more than 5% in the last 24 hours as of 5:58 p.m. ET on Monday. The S&P 500 was up 1% today as stocks recovered some of last week's losses. Shiba Inu tends to follow Bitcoin Expand CRYPTO : SHIB Shiba Inu Today's Change ( 5.07 %) $ 0.00 Current Price $ 0.00 Key Data Points Market Cap $3.6B Day's Range $ 0.00 - $ 0.00 52wk Range $ 0.00...
Shiba Inu (SHIB +5.07%) just posted another green day, climbing more than 5% in the last 24 hours as of 5:58 p.m. ET on Monday. The S&P 500 was up 1% today as stocks recovered some of last week's losses. Shiba Inu tends to follow Bitcoin Expand CRYPTO : SHIB Shiba Inu Today's Change ( 5.07 %) $ 0.00 Current Price $ 0.00 Key Data Points Market Cap $3.6B Day's Range $ 0.00 - $ 0.00 52wk Range $ 0.00 - $ 0.00 Volume 184M The broader crypto market is rallying as geopolitical anxiety around the Middle East conflict has, to the surprise of many, been good for digital assets. Crypto has spent the past two weeks behaving less like a speculative bet and more like the hedge against global uncertainty it has often been touted to be. Bitcoin is up more than 13% since the War in Iran began, even as stocks have fallen. While hardly anyone would look to Shiba Inu for security, as one of the most liquid meme tokens, it tends to amplify whatever Bitcoin does. Shiba Inu is extremely risky Shiba Inu's value depends on the hype that surrounds it -- it is a meme coin. That makes it extremely sensitive to general sentiment and is liable to drop like a rock at any moment. Despite its recent gains, it is not a serious investment, and I would not own it.
JHVEPhoto/iStock Editorial via Getty Images Since my first buy rating in UnitedHealth Group ( UNH ) the stock fell 6%. And if we look only at my last article which was after Q3, UNH stock fell another 20%. It wasn't something I expected, to be honest. My theory was that the easy money had already been made, but that the valuation was still attractive enough so that as the company fixed the problem...
JHVEPhoto/iStock Editorial via Getty Images Since my first buy rating in UnitedHealth Group ( UNH ) the stock fell 6%. And if we look only at my last article which was after Q3, UNH stock fell another 20%. It wasn't something I expected, to be honest. My theory was that the easy money had already been made, but that the valuation was still attractive enough so that as the company fixed the problems, it would already be enough to envision a high shareholder yield and a reasonable upside with the market giving a re-rating to the stock eventually. Since then, the news has not been very positive, to tell the truth. The expectation for 2026 is still a lower revenue than what we saw in 2025 and also an EPS still compressed given pressures from the medical care ratio (which I will call MCR in some points of the article). But even so, I think UNH deserves a buy, and this came along with the earnings call , with management mentioning some focuses that seem quite interesting to me, such as the focus on efficiency, reduction of costs, and one of the main points for this is AI. UNH’s 2026: Not That Bad, I Guess As I mentioned, management does not expect 2026 to be an extraordinary year, and this was already kind of expected for some time. They expect a planned contraction of a few million members, which should improve the company's margin a bit, especially when UNH expects its cost initiatives to work throughout the year. Because of this, the guidance for EPS is already a bit better. In my last article, the market expected something close to $17.6 for the full year 2026 EPS, and in Q4 2025, UNH mentioned an EPS “greater” than $17.75. It is difficult to have so much conviction that management will get this right when there were several negative surprises throughout 2025, but it does not seem so difficult that it actually happens, as I will describe in the next section. And if the company really delivers on this, it is already at a very solid level, especially if we think that th...
Mikel Arteta believes Max Dowman’s emergence has inspired the rest of Arsenal’s players and will benefit their quest for silverware this season. Dowman became the youngest goalscorer in Premier League history after coming on as a substitute in the 2‑0 win against Everton on Saturday. Arsenal stretched their lead at the top of the table over Manchester City to nine points. The 16-year-old, who bec...
Mikel Arteta believes Max Dowman’s emergence has inspired the rest of Arsenal’s players and will benefit their quest for silverware this season. Dowman became the youngest goalscorer in Premier League history after coming on as a substitute in the 2‑0 win against Everton on Saturday. Arsenal stretched their lead at the top of the table over Manchester City to nine points. The 16-year-old, who became the youngest player to appear in the Champions League when facing Slavia Prague during the league stage in November, is likely to be on the bench again for the second leg of their last-16 tie against Bayer Leverkusen despite the continued absence of Martin Ødegaard. Arteta is hopeful of the Norway midfielder returning for the Carabao Cup final against City on Sunday. Asked whether some of Dowman’s youthful enthusiasm could rub off on a squad that has played 48 games this season in the chase for an unprecedented quadruple, Arteta said: “That’s a good point. It’s very inspiring when you see someone almost naive making decisions and flowing and careless playing in that manner. It’s great. “Probably our players realised as well. It’s a good example, playing with that flow and enthusiasm is very beneficial for the team.” On Dowman’s goal, Riccardo Calafiori said: “I was so, so happy. Maybe the best moment of the season so far, at least in Premier League for sure. He’s so young, but at the same time so mature on the pitch. He can improve many things, but he’s a talent. You can see it. But we have to leave him quiet and try not to speak about him too much because he has everything.” Wayne Rooney, who previously held the record for the Premier League’s youngest goalscorer, has questioned whether Dowman’s GCSE commitments could prevent him from playing regularly for Arsenal’s first team during the title run-in. While Arteta is keen to protect his rising star despite speculation that he could emerge as a contender for England World Cup squad, he praised Dowman for tak...