Positive topline Phase 1 data for BGE-102, demonstrating potential best-in-class reductions among oral NLRP3 inhibitors in inflammatory biomarkers of cardiovascular risk
Positive topline Phase 1 data for BGE-102, demonstrating potential best-in-class reductions among oral NLRP3 inhibitors in inflammatory biomarkers of cardiovascular risk
bgwalker/iStock Unreleased via Getty Images I previously rated CVS Health ( CVS ) as a Buy in March 2026, thanks to the compelling dividends before the eventual capital appreciation. In this article, I shall discuss why CVS remains a Great Buy, albeit after a slight retracement attributed to the overdone rally from the recent March 2026 bottom. CVS Delivers Notably Improved Performance Metrics CVS...
bgwalker/iStock Unreleased via Getty Images I previously rated CVS Health ( CVS ) as a Buy in March 2026, thanks to the compelling dividends before the eventual capital appreciation. In this article, I shall discuss why CVS remains a Great Buy, albeit after a slight retracement attributed to the overdone rally from the recent March 2026 bottom. CVS Delivers Notably Improved Performance Metrics CVS 1Y Stock Price (TradingView) 1. 2027 Medicare Advantage Tailwinds Since my last Buy rating, CVS has delivered an excellent total return of +21.3% compared to the wider market at +11.7%, with a similar breakout also observed in its insurance peers in varying degrees. This is thanks to the higher-than-expected average payment hike for 2027 Medicare Advantage plans at 2.48% YoY , against the original proposal at 0.09% YoY. The higher reimbursement rates may aid CVS' " progress towards our target margins " in 2028, while allowing them to " enable strong member service and more performance clarity for 2027." 2. FQ1'26 Numbers & Future Tailwinds Discussed CVS' FQ1'26 earnings call also confirms the successful repricing of their individual, Medicare Advantage, and Prescription Drug Plans, aided by the exit from the individual exchange business. This is with the higher insurance premiums mitigating the elevated churn rates to deliver the expanding top/bottom-line performance. For example, CVS already reports a notably lower Medical membership at 26M in FQ1'26 (-4% YoY), with the more sustainable membership base contributing to the drastically moderating Medical Benefit Ratio (MBR) to 84.6% in FQ1'26 ( -10.2 points QoQ /-2.7 YoY). Readers may want to note that these numbers are already near their MBR ratios of 84.2% in FY2019 , with it lending credibility to the management's "disciplined approach to pricing." Combined with the growing Government-based premium revenues to $27.78B in FQ1'26 (+11.5% YoY), more than well balancing the commercial revenues' moderation to $6B (-24% YoY, p...
Khanchit Khirisutchalual/iStock via Getty Images Just a few months ago Amcor ( AMCR ) had a fierce rally up to $50. But the stock couldn’t maintain its bullish momentum. My bullish thesis hasn't played out yet. And if we exclude dividends, the stock underperformed the benchmark. AMCR: Stock Declined 1% Since My Last Piece (Seeking Alpha) So, since my last piece it dropped 1% while the benchmark ra...
Khanchit Khirisutchalual/iStock via Getty Images Just a few months ago Amcor ( AMCR ) had a fierce rally up to $50. But the stock couldn’t maintain its bullish momentum. My bullish thesis hasn't played out yet. And if we exclude dividends, the stock underperformed the benchmark. AMCR: Stock Declined 1% Since My Last Piece (Seeking Alpha) So, since my last piece it dropped 1% while the benchmark rallied 10%. Now, that doesn’t mean my long-term bullish thesis failed. If anything, I think tailwinds are developing favorably for AMCR. Sure, the price action wasn’t something I was satisfied with so far. But it still appears an interesting diversification opportunity. Especially when the markets become clouded by uncertainty and volatility kicks in. We also shouldn’t forget that it offers an appealing dividend yield. And that’s something that could be relevant for income seeking investors. I have maintained my rating as Strong Buy. I still find it undervalued at the current price tag. Here’s why. Roughly 6.5% Dividend Yield Is A Big Bonus Now, I personally find AMCR’s dividend yield at 6.5% significant. And, actually, it's an important catalyst for my long-term bullish thesis. Why? Well, in my opinion it attracts a stable investor base that seeks dividend income. Quite frankly, this could provide floor price and, naturally, due to this stock price typically becomes less volatile. On top of this, it’s not a business that faces decline. So, a high yield for an undervalued name that is expected to grow bottom-line by a high single-digit percentage annually in the 2 years to come.. Well, I don’t think that’s a bad risk to reward here. Sure, I have to agree that if we eliminate Berry’s contribution to the top-line, we could see that AMCR isn’t the fastest revenue growth story. Yes, revenue surged by nearly 65% over the past 12 months. But that's mainly due to the Berry Global acquisition . Now, the company completed the merger, and I think one should focus on AMCR as a unit. Wi...
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity now or your enterprise would be left behind. The bill is now due, and the CFO is paying attention. Gartner estimates AI infrastructure is adding $401 billion in new spending this year . Real-world aud...
For the last 24 months, one narrative justified every over-provisioned data center and bloated IT budget: the GPU scramble. Silicon was the new oil, and H100s traded like contraband. Reserve capacity now or your enterprise would be left behind. The bill is now due, and the CFO is paying attention. Gartner estimates AI infrastructure is adding $401 billion in new spending this year . Real-world audits tell a darker story: average GPU utilization in the enterprise is stuck at 5% . That utilization floor is driven by a self-reinforcing procurement loop that makes idle GPUs nearly impossible to release. What makes this shift more urgent is the CapEx reality now hitting enterprise balance sheets. Many organizations locked in GPU capacity under traditional three- to five-year depreciation cycles, with the hyperscalers being at five years. That means the infrastructure purchased during the peak of the “GPU scramble” is now a fixed cost, regardless of how much it is actually used. As those assets age, the question is no longer whether the investment was justified. It’s whether it can be made productive. Underutilized GPUs are not just idle resources, they are depreciating assets that must now generate measurable return. This is forcing a shift in mindset: from acquiring capacity to maximizing the economic output of what is already deployed. The scramble was a sideshow For the "Tier 1" enterprise — the Intuits, Mastercards, and Pfizers of the world — access was rarely the true bottleneck. Leveraging deep-pocketed relationships with AWS, Azure, and GCP, these organizations secured capacity reservations that sat idle while internal teams struggled with data gravity, governance, and architectural immaturity. The industry narrative of "scarcity" served as a convenient smokescreen for this inefficiency. While the headlines focused on supply chain delays, the internal reality was a massive productivity gap. Organizations were activity-rich (buying chips) but output-poor (generatin...
Alphabet's ( GOOG ) ( GOOGL ) Google is exploring investments in India across AI infrastructure and manufacturing of servers and drones, according to Ashwini Vaishnaw, Indian union minister for Railways, Information & Broadcasting, and Electronics & Information Technology. "Google is exploring investments in India across AI infrastructure and the manufacturing of servers and drones," said Vaishnaw...
Alphabet's ( GOOG ) ( GOOGL ) Google is exploring investments in India across AI infrastructure and manufacturing of servers and drones, according to Ashwini Vaishnaw, Indian union minister for Railways, Information & Broadcasting, and Electronics & Information Technology. "Google is exploring investments in India across AI infrastructure and the manufacturing of servers and drones," said Vaishnaw in a post on X. Google did not immediately respond to Seeking Alpha's request for comment. In October 2025 Google announced it would invest $15B over five years for building a data center and AI hub in Visakhapatnam, in the Indian state of Andhra Pradesh, marking its largest commitment in India to date. Last month, Google formally broke ground on its India AI Hub project in Visakhapatnam in collaboration with AdaniConneX and Nxtra by Airtel. The initiative will include a 1 GW hyperscale AI data center in Visakhapatnam. The Government of Andhra Pradesh has allocated around 600 acres of land in the Turluvada, Rambilli, and Adavivaram areas for the project, according to the Indian Ministry of Electronics & IT. More on Alphabet Alphabet Is Benefiting As AI-Generated Code Increases Alphabet's $460B AI Lock-In Alphabet: The $108.6 Billion Warning That Made Me Bullish Again Google launches screenless fitness tracker Fitbit Air powered by AI Goldman Sachs flags Amazon and Alphabet for inflating S&P 500 earnings growth figures
Photography By Tonelson/iStock via Getty Images Wingstop ( WING ) isn’t just another chicken wing restaurant that you eat at once and then promptly forget about. Lately, it has become the darling of TikTok and other social media platforms as it continues to win converts in an otherwise crowded fast-casual dining niche. However, this is far from the first time that the chicken chain has basked in t...
Photography By Tonelson/iStock via Getty Images Wingstop ( WING ) isn’t just another chicken wing restaurant that you eat at once and then promptly forget about. Lately, it has become the darling of TikTok and other social media platforms as it continues to win converts in an otherwise crowded fast-casual dining niche. However, this is far from the first time that the chicken chain has basked in the adoration of its online fans. In 2023, Wingstop leveraged an innovative approach in response to customer outrage over a discontinued hot honey rub offering. The company first sold this delicious flavor option in the summer of 2022, and it quickly amassed a cult-like following. Perhaps unsurprisingly, those fans were tremendously upset when the flavor was no longer offered by the end of the summer that year. To make it up to them, Wingstop created a close friends list on Instagram and included some of its most vocal fans on the list. On February 5, 2023, those super fans were then treated to advanced notice about the return of the hot honey rub later that year. This is certainly an entertaining story about the lengths that the company will go to for the satisfaction of its loyal fans. However, we all know that social media hype alone is hardly a reason to consider purchasing a stock. That said, I contend that there is far more than hype surrounding this stock, and I intend to show why a little social media fun is just the extra spicy rub on Wingstop’s sizzling growth journey. Wingstop's Q1 Earnings Show Strength Despite Some Investor Concerns When Wingstop's Q1 earnings dropped, investors seemed to hone in on the fact that domestic same-store sales had declined by 8.7% compared to the previous year. This was a major change compared to the continuous increases that the company had posted in this category for the last several years running. Some investors began to wonder if this meant that the company was beginning to revert to a more normalized growth rate, but I contend t...
Reform leader irritated when asked about money from Christopher Harborne on day of party’s election gains Elections 2026 – live updates Nigel Farage has repeatedly refused to answer questions about a personal gift of £5m he received from the billionaire Christopher Harborne, as the Reform UK leader sought to focus attention on the party’s election gains. Farage was clearly irritated when asked on ...
Reform leader irritated when asked about money from Christopher Harborne on day of party’s election gains Elections 2026 – live updates Nigel Farage has repeatedly refused to answer questions about a personal gift of £5m he received from the billionaire Christopher Harborne, as the Reform UK leader sought to focus attention on the party’s election gains. Farage was clearly irritated when asked on a number of occasions on Friday about the money, which the Guardian revealed he had received shortly before announcing he would stand in the 2024 general election and which was not declared. Continue reading...
(RTTNews) - While reporting financial results for the first quarter on Friday, Oshkosh Corp. (OSK) maintained its earnings, adjusted earnings and net sales guidance for the full-year 2026.
(RTTNews) - While reporting financial results for the first quarter on Friday, Oshkosh Corp. (OSK) maintained its earnings, adjusted earnings and net sales guidance for the full-year 2026.
FG Construction displays a We're Hiring! sign during the Mega JobNewsUSA South Florida Job Fair held in the Amerant Bank Arena on April 30, 2026 in Sunrise, Florida. Joe Raedle | Getty Images Job creation was better than expected in April, as the U.S. labor market continued to defy expectations for a slowdown this year, the Bureau of Labor Statistics reported Friday. Nonfarm payrolls rose by a sea...
FG Construction displays a We're Hiring! sign during the Mega JobNewsUSA South Florida Job Fair held in the Amerant Bank Arena on April 30, 2026 in Sunrise, Florida. Joe Raedle | Getty Images Job creation was better than expected in April, as the U.S. labor market continued to defy expectations for a slowdown this year, the Bureau of Labor Statistics reported Friday. Nonfarm payrolls rose by a seasonally adjusted 115,000 for the month, down from the 185,000 created in an unusually strong March but better than the 55,000 forecast in the Dow Jones consensus estimate. The unemployment rate held at 4.3%, further proof that the labor market has reached a point where only modest job creation is needed to keep the jobless level steady, given little growth in the labor force. Average hourly earnings, another closely watched metric of labor market health, came in lower than expected, increasing 0.2% for the month and 3.6% on an annual basis, compared to respective estimates for 0.3% and 3.8%. Stock market futures held onto gains following the release while Treasury yields were lower. Following recent trends, health care led with 37,000 new positions, though multiple other sectors also saw gains. Transportation and warehousing added 30,000, retail grew by 22,000 and social assistance saw a gain of 17,000. On the downside, information services lost 13,000, part of a continuing trend that has seen the sector down 342,000 jobs since November 2022 as artificial intelligence has hit the sector, according to the BLS. That has equated to a loss of 11% of jobs during the period. A broader measure that includes discouraged workers and those holding part-time jobs for economic reasons rose to 8.2%, up 0.2 percentage point. The household survey, which the bureau uses to calculate the unemployment rate, showed a decline of 226,000 workers as the participation rate declined to 61.8%, the lowest since October 2021. The so-called real unemployment rate jumped in large part to a surge in tho...
(RTTNews) - Fresh attacks between the U.S. and Iran rattled investor sentiment on Friday, dragging down the CAC 40 benchmark further. The spike in crude oil prices that followed also rattled sentiment.
(RTTNews) - Fresh attacks between the U.S. and Iran rattled investor sentiment on Friday, dragging down the CAC 40 benchmark further. The spike in crude oil prices that followed also rattled sentiment.