Centre for Neuro Skills CNS strengthens its engagement with employers, health plans and benefits advisors to expand access to specialized neuro center of excellence BAKERSFIELD, Calif., March 18, 2026 (GLOBE NEWSWIRE) -- Centre for Neuro Skills (CNS), a national provider of brain injury rehabilitation and neuro-specialty care, has appointed Jay Varma as director of employer partnerships, a strateg...
Centre for Neuro Skills CNS strengthens its engagement with employers, health plans and benefits advisors to expand access to specialized neuro center of excellence BAKERSFIELD, Calif., March 18, 2026 (GLOBE NEWSWIRE) -- Centre for Neuro Skills (CNS), a national provider of brain injury rehabilitation and neuro-specialty care, has appointed Jay Varma as director of employer partnerships, a strategic leadership role designed to expand the organization’s collaboration with employers, health plans, benefits brokers and consultants. Jay Varma Picture Jay Varma, Director of Employer Partnerships at Centre for Neuro Skills As employers increasingly look to specialized Centers of Excellence to address complex neurological conditions and improve workforce recovery outcomes, CNS is expanding its engagement with the employer and benefits ecosystem. Varma will help advance CNS’s role as a Neuro Center of Excellence within employer and health plan ecosystems. With nearly a decade of enterprise experience across health technology, employer health benefits, biotech and life sciences, including roles at Amazon (One Medical), One Medical and BioXcel/Inveni AI, Varma brings deep expertise in employer health solutions, benefits strategy and C-suite partnership development. At One Medical and Amazon, she worked with large, self-insured employers across the West Coast to expand access to high-quality care through employer-sponsored benefits programs. Her background in specialty care, employer health strategy and enterprise partnerships positions her well to expand CNS’s reach into the employer market. “Neurological conditions—from traumatic brain injury and stroke to concussion, cognitive complications and long COVID, carry serious and often hidden costs for employers, including extended disability, lost productivity, and fragmented care pathways,” said David Harrington, president and CEO of Centre for Neuro Skills. “Jay’s arrival signals our commitment to solving that problem directly...
On February 17, 2026, Superstring Capital Management disclosed a new position in Definium Therapeutics (DFTX 2.76%), acquiring 425,202 shares in the fourth quarter. What happened According to a SEC filing dated February 17, 2026, Superstring Capital Management reported acquiring 425,202 shares of Definium Therapeutics. The quarter-end value of this new stake was $5.69 million, reflecting the new s...
On February 17, 2026, Superstring Capital Management disclosed a new position in Definium Therapeutics (DFTX 2.76%), acquiring 425,202 shares in the fourth quarter. What happened According to a SEC filing dated February 17, 2026, Superstring Capital Management reported acquiring 425,202 shares of Definium Therapeutics. The quarter-end value of this new stake was $5.69 million, reflecting the new share purchases. What else to know The DFTX position is new and accounts for 3.05% of Superstring Capital Management LP’s reportable U.S. equity assets as of December 31, 2025. Top five holdings after the filing: NASDAQ: CDTX: $18.80 million (10.1% of AUM) NASDAQ: TERN: $17.93 million (9.6% of AUM) NASDAQ: URGN: $16.82 million (9.0% of AUM) NASDAQ: COGT: $13.01 million (7.0% of AUM) NASDAQ: DVAX: $8.08 million (4.3% of AUM) As of Wednesday, Definium Therapeutics shares were priced at $17.43, up 170% over the past year and well outperforming the S&P 500’s roughly 19% gain in the same period. Company overview Metric Value Market capitalization $1.7 billion Net income (TTM) ($183.8 million) Price (as of e $17.43 Company snapshot Definium Therapeutics develops clinical-stage pharmaceutical products targeting brain health disorders, including MM120 for generalized anxiety disorder and attention deficit hyperactivity disorder, and MM402 for autism spectrum disorder. The company operates a research-driven business model, generating value through the development and advancement of novel therapeutics, with future revenues expected from the commercialization or licensing of its drug candidates. Primary customers are anticipated to be healthcare providers, hospitals, and specialty clinics treating neurological and psychiatric conditions, as well as potential pharmaceutical partners. Definium Therapeutics is a clinical-stage biopharmaceutical company focused on innovative treatments for brain health disorders. The company leverages a pipeline of differentiated drug candidates, targeting...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is starting to frame what comes after chatbots, with CEO Jensen Huang calling OpenClaw the next ChatGPT and hinting that AI is moving into a more autonomous phase. Speaking during Nvidia's GTC event, Huang kept coming back to how simple this shift could be. He said OpenClaw already stands out as one of the most widely adopted open-sour...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is starting to frame what comes after chatbots, with CEO Jensen Huang calling OpenClaw the next ChatGPT and hinting that AI is moving into a more autonomous phase. Speaking during Nvidia's GTC event, Huang kept coming back to how simple this shift could be. He said OpenClaw already stands out as one of the most widely adopted open-source AI projects, and the big unlock is that you can create an AI agent with just 1 line of code. From there, the agent can carry out tasks on its own. Nvidia is now trying to bring that idea into the enterprise through NemoClaw, a new effort that combines OpenClaw's flexibility with the kind of security and privacy companies actually need. Investors didn't miss it. In Hong Kong, MiniMax jumped as much as 14%, while Zhipu climbed up to 11%. UCloud also moved higher in Shanghai, as the market started connecting the dots around a potential AI agent ecosystem forming around Nvidia.
Earnings Call Insights: Hello Group Inc. (MOMO) Q4 2025 Management View COO Sichuan Zhang highlighted, "our domestic business faced fresh external headwinds" in the second half of 2025 but noted the company "kept our cash cow business stable while sustaining a healthy ecosystem." Zhang introduced a new geographic revenue breakdown for 2025, emphasizing transparency amid a "structural transition to...
Earnings Call Insights: Hello Group Inc. (MOMO) Q4 2025 Management View COO Sichuan Zhang highlighted, "our domestic business faced fresh external headwinds" in the second half of 2025 but noted the company "kept our cash cow business stable while sustaining a healthy ecosystem." Zhang introduced a new geographic revenue breakdown for 2025, emphasizing transparency amid a "structural transition towards overseas growth." Overseas revenue became a "solidified revenue contributor and a key engine for our future growth." Zhang reported Q4 total group revenue of RMB 2.58 billion, with domestic revenue at RMB 1.97 billion and overseas revenue reaching RMB 608 million, which marked a 70% year-over-year increase and lifted overseas revenue to 24% of total group sales. Adjusted operating income was RMB 354 million, up 26% year-over-year with a 13.7% margin. For fiscal 2025, total group revenue was RMB 10.37 billion, with overseas revenue at RMB 2 billion, up 71% year-over-year, now accounting for 19% of total revenue. Zhang described the overseas segment as a "robust gains in both scale and quality" driver, propelled by product launches and acquisitions such as Happn. The Board approved a special cash dividend of USD 0.28 per ADS, approximately USD 42.6 million, representing 30% of adjusted net income. CFO Cathy Peng stated, "Total revenues for the fourth quarter 2025 was RMB 2.58 billion, down 2% year-on-year and 3% quarter-on-quarter. Non-GAAP net income attributable to the company was RMB 281.3 million compared to RMB 230.5 million in the same period of 2024 and RMB 404.5 million in the previous quarter." Peng detailed that non-GAAP gross margin for Q4 was 37.8%, and non-GAAP operating income was RMB 354.1 million with a 13.7% margin. Outlook Zhang outlined that for Q1 2026, revenue is estimated between RMB 2.3 billion and RMB 2.4 billion, with Mainland China business expected to decline by mid- to high teens percentage-wise and overseas revenue projected to grow by high ...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) may finally be getting a door back into China, with reports saying it has secured approval to sell its H200 AI chips in the country. According to Reuters, the move would allow Nvidia to restart shipments of one of its most important chips into a market that has been largely restricted. The H200 sits just below its latest Blackwell line...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) may finally be getting a door back into China, with reports saying it has secured approval to sell its H200 AI chips in the country. According to Reuters, the move would allow Nvidia to restart shipments of one of its most important chips into a market that has been largely restricted. The H200 sits just below its latest Blackwell lineup and ahead of the upcoming Vera Rubin platform, so it is still very much part of the current AI buildout. This comes after the U.S. allowed certain advanced chip sales to China under a 25% fee, later backed by tariffs on products like the H200 and AMD's MI325X. What makes this more interesting is that demand already seems to be there. Jensen Huang said Nvidia has received purchase orders from Chinese customers and is now working to restart manufacturing, which suggests this could ramp quicker than expected. The company is also said to be preparing adjusted versions of its AI chips that fit within export rules.
The central question for Palantir Technologies Inc. PLTR investors is simple: Can Palantir sustain its current growth rate? The answer increasingly hinges on a dominant factor: how durable its competitive positioning is in a rapidly evolving AI landscape. Artificial intelligence is not a static market. It is shifting at a pace where long-term visibility remains limited, even for the most sophistic...
The central question for Palantir Technologies Inc. PLTR investors is simple: Can Palantir sustain its current growth rate? The answer increasingly hinges on a dominant factor: how durable its competitive positioning is in a rapidly evolving AI landscape. Artificial intelligence is not a static market. It is shifting at a pace where long-term visibility remains limited, even for the most sophisticated players. Yet, over the past two years, Palantir’s valuation has reflected a level of confidence that assumes a clear and sustained leadership trajectory. That assumption may be optimistic. A useful comparison emerges when looking at Microsoft MSFT and NVIDIA NVDA. Microsoft has leveraged its scale, enterprise relationships and ecosystem control to embed AI deeply across its offerings. Microsoft continues to expand AI monetization through cloud and productivity tools, reinforcing its competitive moat. Microsoft’s ability to integrate AI at scale highlights how incumbents can quickly consolidate leadership. At the same time, NVIDIA dominates the infrastructure layer powering AI workloads. NVIDIA benefits from unmatched demand for its GPUs, making it a foundational enabler of the entire AI ecosystem. NVIDIA’s positioning allows it to capture value regardless of which application layer company wins. NVIDIA’s advantage underscores how critical infrastructure players can outcompete application-focused firms over time. Palantir, while strong in enterprise AI deployment, operates in a layer where competition is intensifying. Larger players possess deeper resources, broader distribution and the ability to iterate faster. In technology markets, leadership can shift quickly, and today’s advantage does not guarantee tomorrow’s dominance. Ultimately, Palantir’s growth sustainability depends less on current momentum and more on whether it can defend its niche as competition scales. Without clear evidence of durable differentiation, the stock’s valuation may remain vulnerable to shif...
The central question for Palantir Technologies Inc. PLTR investors is simple: Can Palantir sustain its current growth rate? The answer increasingly hinges on a dominant factor: how durable its competitive positioning is in a rapidly evolving AI landscape. Artificial intelligence is not a static market. It is shifting at a pace where long-term visibility remains limited, even for the most sophistic...
The central question for Palantir Technologies Inc. PLTR investors is simple: Can Palantir sustain its current growth rate? The answer increasingly hinges on a dominant factor: how durable its competitive positioning is in a rapidly evolving AI landscape. Artificial intelligence is not a static market. It is shifting at a pace where long-term visibility remains limited, even for the most sophisticated players. Yet, over the past two years, Palantir’s valuation has reflected a level of confidence that assumes a clear and sustained leadership trajectory. That assumption may be optimistic. A useful comparison emerges when looking at Microsoft MSFT and NVIDIA NVDA. Microsoft has leveraged its scale, enterprise relationships and ecosystem control to embed AI deeply across its offerings. Microsoft continues to expand AI monetization through cloud and productivity tools, reinforcing its competitive moat. Microsoft’s ability to integrate AI at scale highlights how incumbents can quickly consolidate leadership. At the same time, NVIDIA dominates the infrastructure layer powering AI workloads. NVIDIA benefits from unmatched demand for its GPUs, making it a foundational enabler of the entire AI ecosystem. NVIDIA’s positioning allows it to capture value regardless of which application layer company wins. NVIDIA’s advantage underscores how critical infrastructure players can outcompete application-focused firms over time. Palantir, while strong in enterprise AI deployment, operates in a layer where competition is intensifying. Larger players possess deeper resources, broader distribution and the ability to iterate faster. In technology markets, leadership can shift quickly, and today’s advantage does not guarantee tomorrow’s dominance. Ultimately, Palantir’s growth sustainability depends less on current momentum and more on whether it can defend its niche as competition scales. Without clear evidence of durable differentiation, the stock’s valuation may remain vulnerable to shif...
Marc Dufresne The Bank of Canada kept its target for its overnight rate at 2.25%, with the bank rate at 2.5% and the deposit rate at 2.20%, the central bank said on Wednesday. Recent data points to weaker economic activity, elevated uncertainty, and risk to growth tilted to the downside. At the same time, inflation risks to the upside have risen due to higher energy prices, the bank said. "We will...
Marc Dufresne The Bank of Canada kept its target for its overnight rate at 2.25%, with the bank rate at 2.5% and the deposit rate at 2.20%, the central bank said on Wednesday. Recent data points to weaker economic activity, elevated uncertainty, and risk to growth tilted to the downside. At the same time, inflation risks to the upside have risen due to higher energy prices, the bank said. "We will continue to assess the impact of US tariffs and trade policy uncertainty, and how the Canadian economy is adjusting," the Bank of Canada said in its statement. "We are also monitoring the unfolding conflict in the Middle East closely and assessing its impact on growth and inflation." As such, the bank stands " ready to respond as needed." The Canadian economy is expected to grow modestly as it adjusts to U.S. tariffs and trade policy uncertainty, but the growth suggests weaker near-term economic growth than was expected in January. "It’s too early to assess the impact of the conflict in the Middle East on growth in Canada," the bank said. In the labor market, employment gains in Q4 2025 reversed in the first two months of 2026. Meanwhile, CPI inflation eased to 1.8% in February, down from 2.3% in January. Core inflation is close to 2%, the bank added . iShares MSCI Canada ETF ( EWC ) declined 1.1% in late morning trading, and the Canadian dollar ( CAD:USD ) slipped 0.1% against the U.S. dollar. More on Global Macro Everyone Invested In Europe Should See This Chart Euro Area inflation rises to 1.9% in February Export slowdown hits Japan’s trade balance; stimulus drives 10.2% import surge Odds of ECB rate hike rise amid Iran conflict-driven oil shock
This article first appeared on GuruFocus. Micron (NASDAQ:MU) is heading into earnings in a strong spot, but the real question now is whether the story is already priced in after a 62% run this year. On the surface, everything still looks bullish. Quant models are flashing a Strong Buy, supported by solid growth, improving profitability, and continued upward revisions tied to the memory cycle. Wall...
This article first appeared on GuruFocus. Micron (NASDAQ:MU) is heading into earnings in a strong spot, but the real question now is whether the story is already priced in after a 62% run this year. On the surface, everything still looks bullish. Quant models are flashing a Strong Buy, supported by solid growth, improving profitability, and continued upward revisions tied to the memory cycle. Wall Street is also positive, but not blindly so. The average price target sits at $432.49, which actually implies about 6.3% downside from current levels, with the stock recently trading near $475. Over the past year alone, shares have surged 353.8%, so expectations are clearly running high. That is where the tension comes in. Options markets are pricing in a roughly 7.5% move either way, with implied volatility near 120%. The put to call ratio is at 1.32, suggesting a more cautious tone beneath the surface. Analysts are looking for EPS of $8.66 on $19.3 billion in revenue, both more than doubling year over year, which leaves very little room for disappointment. Some investors are even warning that strong results may not be enough without standout guidance.
This article first appeared on GuruFocus. Alibaba (NYSE:BABA), DocuSign (NASDAQ:DOCU), Rocket Lab (NASDAQ:RKLB), and Lululemon (NASDAQ:LULU) are setting the tone early Wednesday, with markets showing a clear split between AI-driven strength and more cautious reactions elsewhere ahead of the Fed decision. On the upside, Alibaba is up about 3% after pushing through price increases of up to 34% acros...
This article first appeared on GuruFocus. Alibaba (NYSE:BABA), DocuSign (NASDAQ:DOCU), Rocket Lab (NASDAQ:RKLB), and Lululemon (NASDAQ:LULU) are setting the tone early Wednesday, with markets showing a clear split between AI-driven strength and more cautious reactions elsewhere ahead of the Fed decision. On the upside, Alibaba is up about 3% after pushing through price increases of up to 34% across its AI and cloud offerings, a sign that demand is holding up and the company is starting to monetize that demand more aggressively. The launch of its Wukong AI platform, focused on enterprise automation, is adding to that optimism. DocuSign is also moving higher, up around 2%, after delivering an 8% Y/Y revenue increase and announcing a $2 billion buyback, taking total authorization to $2.6 billion. Its forward guidance for both Q1 and the full year came in ahead of expectations, which is helping sentiment. On the flip side, Rocket Lab is down about 4% after unveiling plans to raise up to $1 billion through equity, which immediately raised dilution concerns. Lululemon is slipping about 2%, even after a solid quarter, as weaker guidance and a 550 basis point drop in gross margin to 54.9% are keeping investors cautious.
alengo/E+ via Getty Images The Houston Astros have expanded their multi-year contract with Evolv Technology ( EVLV ) to provide screening for concealed threats at the baseball team’s Daikin Park stadium. Under the new agreement, the Astros are upgrading their Express fleet to the latest Evolv Express Gen2 hardware. The system is designed to screen visitors entering the stadium for possible risks w...
alengo/E+ via Getty Images The Houston Astros have expanded their multi-year contract with Evolv Technology ( EVLV ) to provide screening for concealed threats at the baseball team’s Daikin Park stadium. Under the new agreement, the Astros are upgrading their Express fleet to the latest Evolv Express Gen2 hardware. The system is designed to screen visitors entering the stadium for possible risks while minimizing congestion and traffic flow disruptions. The renewal agreement also deploys the Evolv eXpedite systems at Daikin Park, an AI-powered weapons detection system for bags. eXpedite is intended to be used as a complement to Express situations where venue entrants are carrying multiple items. Including the Astros, Evolv ( EVLV ) is deployed at 12 baseball stadiums, including all four sports teams in the Houston, Texas area. More on Evolv Technologies Evolv Technologies Holdings, Inc. (EVLV) Q4 2025 Earnings Call Transcript Evolv Technology Holdings: The Rollercoaster Ride Continues Evolv Technology raises 2026 revenue guidance to $178M while accelerating ARR growth Evolv Technologies Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Evolv Technologies