Iran used to be the world’s biggest producer of pistachios. Not anymore. Bloomberg Opinion columnist Justin Fox explains what happened. (Source: Bloomberg)
Iran used to be the world’s biggest producer of pistachios. Not anymore. Bloomberg Opinion columnist Justin Fox explains what happened. (Source: Bloomberg)
U.S. lawmakers have urged the chair of the Securities and Exchange Commission to restrict Chinese companies' access to the country's capital market, the Financial Times reported . Republican Senate Banking Committee chair Tim Scott and the Democratic Party's Elizabeth Warren reportedly sent a letter to Paul Atkins, warning about the risk to national security, market integrity, and investor protect...
U.S. lawmakers have urged the chair of the Securities and Exchange Commission to restrict Chinese companies' access to the country's capital market, the Financial Times reported . Republican Senate Banking Committee chair Tim Scott and the Democratic Party's Elizabeth Warren reportedly sent a letter to Paul Atkins, warning about the risk to national security, market integrity, and investor protection posed by SEC-registered entities with ties to China. The letter was co-signed by all 13 Republicans on the committee and five Democrats, the Thursday, March 19, FT report noted. The fresh pressure on the SEC comes amid rising concern that U.S. capital is being funneled into Chinese groups that enable the modernization of Beijing's military, according to the report. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on SEC SEC poised to propose ending quarterly earnings requirement - report SEC issues its interpretation of how securities laws apply to crypto assets SEC approves Nasdaq plan for tokenized stock trading and settlement
Solid Biosciences press release ( SLDB ): Q4 GAAP EPS of -$0.53 misses by $0.02 . Solid had $187.9 million in cash, cash equivalents, and available-for-sale securities as of December 31, 2025, compared to $148.9 million as of December 31, 2024. More on Solid Biosciences Solid Biosciences Inc. (SLDB) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Solid Biosciences: Interim...
Solid Biosciences press release ( SLDB ): Q4 GAAP EPS of -$0.53 misses by $0.02 . Solid had $187.9 million in cash, cash equivalents, and available-for-sale securities as of December 31, 2025, compared to $148.9 million as of December 31, 2024. More on Solid Biosciences Solid Biosciences Inc. (SLDB) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Solid Biosciences: Interim Data Lends Credibility For Q1 2026 Trial Start Solid Biosciences Inc. (SLDB) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript Solid Bio falls amid new trial data for Duchenne drug Biotech firm stocks rise on FDA vaccine head’s exit
jetcityimage/iStock Editorial via Getty Images A few days ago, I was reading about rumors that Apple ( AAPL ) was going to launch new products even more premium than the existing ones, and if you follow the news, you saw that Apple also announced a new MacBook (check it here ) to compete with other entry-level laptops. So the company is targeting both ends of the market. Apple also wants to ensure...
jetcityimage/iStock Editorial via Getty Images A few days ago, I was reading about rumors that Apple ( AAPL ) was going to launch new products even more premium than the existing ones, and if you follow the news, you saw that Apple also announced a new MacBook (check it here ) to compete with other entry-level laptops. So the company is targeting both ends of the market. Apple also wants to ensure high end products for those who can still pay for this “luxury,” and see no problems in paying thousands of dollars for an Apple product (as long as it is more exclusive and etc.). You must be wondering why I am talking about Apple in an article about Five Below, Inc. ( FIVE ). Well, that is because what I observed about Apple is not an isolated fact. Products that were previously aimed at the middle consumer (middle class or upper middle class) are needing to adapt, since this “middle” has become more squeezed, that is, due to inflation, debt, or income under pressure for other reasons, the middle class now looks for cheaper alternatives (or skips the middle category and goes straight to a more premium product, especially for those who were already at the wealthier end or managed to ascend in some way). And this goes very much in line with Five Below. Categorically, it is a dollar store, and management in Q4 reaffirmed that “looking ahead,” FIVE is focused on delivering “trend-right merchandise at exceptional value,” and the financials prove (and a lot) all of this. With this, I am giving an upgrade to my last rating but with a cautious view due to the less asymmetric valuation. Five Below: Q4 Impressed Me A Lot It’s been about 1 year since I covered Five Below. You can find the complete coverage here . I didn't think the company was bad, actually, I thought it was better than the peers in several aspects. And with my old assumptions, I even came to find a P/E of 14x for 2027, which at the time I didn't find compelling enough for a Buy rating. One year later, it’s clear t...
RobsonPL Shell ( SHEL ) shares snapped six straight sessions of gains, as the stock closed 1.7% lower at $91.19 on Thursday. The oil giant gained over 6% in the preceding six sessions. Overall, the stock rose about 24% so far this year, compared to the 3% fall in the broader S&P 500 Index. SHEL is up nearly 15% over the past one month. The stock closed 0.8% higher on Wednesday at $92.75. Earlier i...
RobsonPL Shell ( SHEL ) shares snapped six straight sessions of gains, as the stock closed 1.7% lower at $91.19 on Thursday. The oil giant gained over 6% in the preceding six sessions. Overall, the stock rose about 24% so far this year, compared to the 3% fall in the broader S&P 500 Index. SHEL is up nearly 15% over the past one month. The stock closed 0.8% higher on Wednesday at $92.75. Earlier in the day, Shell said its Pearl gas-to-liquids plant was damaged in Iran's attack on the Ras Laffan Industrial City in Qatar, leading to the stock going down over 1% in premarket trading. However, analysts are bullish on the stock. Looking at Seeking Alpha's Quant Rating, SHEL has a Strong Buy rating with a score of 4.85 out of 5. The company received A+ in the prospect of profitability, while it got C- in the growth factor. Turning to the Wall Street community, 10 analysts gave SHEL a Buy and above, eight analysts have given the stock a Hold recommendation, and no one recommended Sell or lower. Seeking Alpha analysts also see the stock as a Buy. “Shell has remained one of the most steadfast of the major oil companies with its shareholder repurchase program. Not only does the company maintain a 3.6% dividend yield, but it's committed to its more than $3 billion/quarter dividend yield for more than 4 years now. That commitment is strong, high-single-digit shareholder returns,” said a recent Seeking Alpha analysis. Another Seeking Alpha analyst Narek Hovhannisyan said despite weak fourth quarter revenue and profitability due to low energy prices, SHEL’s diversified LNG portfolio and cost discipline mitigate downside risks. More on Shell Shell: Defensive Play In An Uncertain Energy Market Shell: Integrated Gas Is In Demand Shell: Positioned To Benefit From A Potential Capital Rotation Into European Energy Shell says Pearl gas-to-liquids plant in Qatar damaged in Iran attack Shell sees LNG driving more than half of global gas demand by 2040
Earnings Call Insights: Titan Machinery Inc. (TITN) Q4 2026 Management View President and CEO Bryan Knutson highlighted the company’s execution in reducing total inventory by more than $200 million for fiscal 2026, far surpassing initial and revised targets, and bringing the total reduction to $625 million over 18 months. He stated, "This progress illustrates our intense focus on creating a more r...
Earnings Call Insights: Titan Machinery Inc. (TITN) Q4 2026 Management View President and CEO Bryan Knutson highlighted the company’s execution in reducing total inventory by more than $200 million for fiscal 2026, far surpassing initial and revised targets, and bringing the total reduction to $625 million over 18 months. He stated, "This progress illustrates our intense focus on creating a more resilient enterprise and positions us well for strong results when market conditions improve." Knutson noted the shift in focus for fiscal 2027 from inventory reduction to product mix optimization, aiming to minimize aged inventory and decrease interest expense. He emphasized the stability provided by parts and service, which are "currently generating over half of our gross profit dollars, providing critical stability in these tough times our industry is currently facing." The CEO described challenging conditions in domestic agriculture, referencing low commodity prices, high input costs, and limited government support, with industry volume expected to decline further. He also reported cautious optimism in construction, continued pressure in Australia and Europe, but highlighted improvements in inventory quality. CFO Bo Larsen stated, "Total revenue was $641.8 million compared to $759.9 million in the prior year period, reflecting a 14.6% decrease in same-store sales, driven by weaker demand in our domestic Ag, construction and Europe segments, partially offset by growth in our Australia segment." Outlook Management guided for a 15% to 20% year-over-year revenue decline in the domestic Ag segment for fiscal 2027, consistent with depressed industry expectations. The Construction segment is expected to be flat to up 5%, Europe down 20% to 25% due to the Germany exit and normalization in Romania, and Australia up 10% to 15% aided by a recent acquisition and modest volume growth. Consolidated full-year equipment margin is projected at 8.4%, up from 7.3% in fiscal 2026. Operating...
Galecto press release ( DMRA ): FY GAAP EPS of -$3.98 misses by $3.02 . Cash and cash equivalents were approximately $257.6 million as of December 31, 2025. More on Galecto Galecto appoints former Blueprint Medicines executives as COO and CMO Seeking Alpha’s Quant Rating on Galecto Historical earnings data for Galecto Financial information for Galecto
Galecto press release ( DMRA ): FY GAAP EPS of -$3.98 misses by $3.02 . Cash and cash equivalents were approximately $257.6 million as of December 31, 2025. More on Galecto Galecto appoints former Blueprint Medicines executives as COO and CMO Seeking Alpha’s Quant Rating on Galecto Historical earnings data for Galecto Financial information for Galecto
Bloomberg’s Caroline Hyde discusses Micron earnings as the memory maker plans heavy spending on production to meet demand. Plus, Alibaba says it's aiming to generate $100 billion in cloud and AI revenue within the next five years, even as earnings come under pressure. And, Uber is set to invest up to $1.25 billion in Rivian's robotaxi fleet in the ride-hail company’s latest deal. (Source: Bloomber...
Bloomberg’s Caroline Hyde discusses Micron earnings as the memory maker plans heavy spending on production to meet demand. Plus, Alibaba says it's aiming to generate $100 billion in cloud and AI revenue within the next five years, even as earnings come under pressure. And, Uber is set to invest up to $1.25 billion in Rivian's robotaxi fleet in the ride-hail company’s latest deal. (Source: Bloomberg)
The company has been buying BTC despite sitting on unrealized losses of over a billion. Strategy's market valuation stands at $51.85 billion, while its Bitcoin holdings are valued at $56.41 billion. This means that the stock is trading at a discount to its net asset value. Saylor describes STRC as “Digital Credit” that could provide a high-yield, lower-volatility income instrument. The proceeds ar...
The company has been buying BTC despite sitting on unrealized losses of over a billion. Strategy's market valuation stands at $51.85 billion, while its Bitcoin holdings are valued at $56.41 billion. This means that the stock is trading at a discount to its net asset value. Saylor describes STRC as “Digital Credit” that could provide a high-yield, lower-volatility income instrument. The proceeds are used to acquire more Bitcoin. Last week, he said that STRC achieved better risk-adjusted returns than several tech giants, Trending: Build your own AI-powered index in minutes — and earn an uncapped 1% match when you move your portfolio to Public. Learn how it works. The remarks followed Strategy’s announcement of its fifth-largest Bitcoin acquisition, worth $1.57 billion, funded primarily through $1.1 billion in STRC sales and $396 million in common stock sales. This purchase brought Strategy’s total Bitcoin holdings to 761,068 BTC, acquired for $57.61 billion, or an average of $75,696 per coin. Saylor is right, this is his iPhone moment. $STRC has set the clock on global adoption. When youf faces melt off may your last words be: @saylor was right. Scaramucci predicted the impact will be so explosive that skeptics' "faces will melt off," and their dying words will be "Saylor was right." In an X post, Scaramucci said that Strategy’s high-yield instrument, Perpetual Stretch Preferred Stock , has set the “clock on global adoption” and is indeed the “iPhone moment” Saylor once hyped. Story Continues Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across ...
Atalaya Mining Copper, S.A. press release ( ATLMF ): Revenues were €121.4 million in Q4 2025. Profit after tax was €14.5 million in Q4 2025 (Q4 2024: €14.9 million) or 10.3 cents basic earnings per share. More on Atalaya Mining Copper, S.A. Atalaya Mining Copper, S.A. 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Atalaya Mining Copper, S.A. Financial information for A...
Atalaya Mining Copper, S.A. press release ( ATLMF ): Revenues were €121.4 million in Q4 2025. Profit after tax was €14.5 million in Q4 2025 (Q4 2024: €14.9 million) or 10.3 cents basic earnings per share. More on Atalaya Mining Copper, S.A. Atalaya Mining Copper, S.A. 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Atalaya Mining Copper, S.A. Financial information for Atalaya Mining Copper, S.A.
Cursor, a San Francisco AI coding platform from startup Anysphere valued at $29.3 billion , has launched Composer 2 , a new in-house coding model now available inside its agentic AI coding environment, and it offers drastically improved benchmarks from its prior in-house model. It's also launching and making Composer 2 Fast , a higher-priced but faster variant, the default experience for users. He...
Cursor, a San Francisco AI coding platform from startup Anysphere valued at $29.3 billion , has launched Composer 2 , a new in-house coding model now available inside its agentic AI coding environment, and it offers drastically improved benchmarks from its prior in-house model. It's also launching and making Composer 2 Fast , a higher-priced but faster variant, the default experience for users. Here's the cost breakdown: Composer 2 Standard: $0.50/$2.50 per 1 million input/output tokens Composer 2 Fast: at $1.50/$7.50 per 1 million input/output tokens That's a big drop from Cursor's predecessor in-house model, Composer 1.5, from February , which cost $3.50 per million input tokens and $17.50 per million output tokens; Composer 2 is about 86% cheaper on both counts. Composer 2 Fast is also roughly 57% cheaper than Composer 1.5. There's also discounts for "cache-read pricing," that is, sending some of the same tokens in a prompt to the model again, of $0.20 per million tokens for Composer 2 and $0.35 per million for Composer 2 Fast, versus $0.35 per million for Composer 1.5. It also matters that this appears to be a Cursor-native release, not a broadly distributed standalone model. In the company’s announcement and model documentation, Composer 2 is described as available in Cursor, tuned for Cursor’s agent workflow and integrated with the product’s tool stack. The materials provided do not indicate separate availability through external model platforms or as a general-purpose API outside the Cursor environment. Cursor is pitching long-horizon coding, not just better completions The deeper technical claim in this release is not merely that Composer 2 scores higher than Composer 1.5. It is that Cursor says the model is better suited to long-horizon agentic coding. In its blog, Cursor says the quality gains come from its first continued pretraining run, which gave it a stronger base for scaled reinforcement learning. From there, the company says it trained Composer 2 on...
SELLAS Life Sciences press release ( SLS ): FY GAAP EPS of -$0.25 beats by $0.01 . As of December 31, 2025, cash and cash equivalents totaled approximately $71.8 million. Subsequent to December 31, 2025, the Company received an additional $42.6 million in proceeds from the exercise of previously outstanding warrants. More on SELLAS Life Sciences Sellas Life Sciences: REGAL Study Results Due Any Da...
SELLAS Life Sciences press release ( SLS ): FY GAAP EPS of -$0.25 beats by $0.01 . As of December 31, 2025, cash and cash equivalents totaled approximately $71.8 million. Subsequent to December 31, 2025, the Company received an additional $42.6 million in proceeds from the exercise of previously outstanding warrants. More on SELLAS Life Sciences Sellas Life Sciences: REGAL Study Results Due Any Day Are A Major Potential Upside Catalyst Why I'm Selling Sellas Life Sciences Ahead Of The REGAL Reveal Seeking Alpha’s Quant Rating on SELLAS Life Sciences Historical earnings data for SELLAS Life Sciences Financial information for SELLAS Life Sciences
(RTTNews) - Canadian stocks tumbled after Israel and Iran stepped up attacks, leaving investors to hold back from big moves as inflationary concerns grow bigger. After opening below yesterday's close, today the benchmark S&P/TSX Composite Index traded firmly negative before settling at 31,854.98, down by 457.69 points (or 1.42%). Only two of the 11 sectors posted gains today, with the energy secto...
(RTTNews) - Canadian stocks tumbled after Israel and Iran stepped up attacks, leaving investors to hold back from big moves as inflationary concerns grow bigger. After opening below yesterday's close, today the benchmark S&P/TSX Composite Index traded firmly negative before settling at 31,854.98, down by 457.69 points (or 1.42%). Only two of the 11 sectors posted gains today, with the energy sector leading. The gulf war entered the twentieth day. Israel attacked the South Pars natural gas deposit field, shared by Iran and Qatar. The facility is critical for Iran's domestic energy needs. In retaliation, Iran targeted energy sites in Saudi Arabia, Qatar, the United Arab Emirates, and Kuwait. Iran launched a counter-offensive targeting Ras Laffan plant in Qatar. The Qatari government officially confirmed "extensive damage" to the facility and stated that resumption of operations could take more than a year's time. Many Asian countries rely on Qatar's energy and hence, the news shocked the markets. The Ras Laffan facility is located 80 km north of Doha (Qatar's capital) hosting several international companies including Shell. Soon after the strikes, Qatar expelled Iran's military and security attaches. U.S. President Donald Trump sternly warned Iran not to repeat the attacks on Qatar failing which the U.S. would "blow up" the entire South Pars gas field. Iran's Foreign Minister Abbas Araghchi threatened Arabian neighbors not to join hands with the U.S. to reopen the Strait of Hormuz failing which they would be considered Iran's "enemy." In the Pentagon today, U.S. Defense Secretary Pete Hegseth addressed a press conference wherein he stated that the U.S. was on course to its objectives in the war with Iran though he did not give a timeline on when the war could likely end. The conflict has already virtually blocked shipping transit through the Strait of Hormuz. The production and supply disruption concerns stoked serious worries of long-term inflationary effects on all ...
Zura Bio press release ( ZURA ): FY GAAP EPS of -$1.06 misses by $0.31 . Cash Position Cash and cash equivalents were $109.4 million as of December 31, 2025, compared to $176.5 million as of December 31, 2024. Cash Runway (Pro-Forma Post‑Financing) Based on its current operating plans, and after giving effect to the completion of the February 2026 public offering, Zura believes that its existing c...
Zura Bio press release ( ZURA ): FY GAAP EPS of -$1.06 misses by $0.31 . Cash Position Cash and cash equivalents were $109.4 million as of December 31, 2025, compared to $176.5 million as of December 31, 2024. Cash Runway (Pro-Forma Post‑Financing) Based on its current operating plans, and after giving effect to the completion of the February 2026 public offering, Zura believes that its existing cash and cash equivalents are sufficient to support planned operations through at least the end of 2028. More on Zura Bio Zura Bio prices $125M public offering Zura Bio announces proposed public offering of class A ordinary shares, pre-funded warrants Seeking Alpha’s Quant Rating on Zura Bio Historical earnings data for Zura Bio Financial information for Zura Bio
bodnarchuk/iStock via Getty Images Investment Thesis Currently, high price volatility continues to characterize the gold and gold mining stock markets, fueling debate over the dilemma: Should investors chase record returns from gold miners, or wait for a more opportune moment to buy assets following a deep technical correction? Agnico Eagle Mines Limited ( AEM )—one of the most stable companies in...
bodnarchuk/iStock via Getty Images Investment Thesis Currently, high price volatility continues to characterize the gold and gold mining stock markets, fueling debate over the dilemma: Should investors chase record returns from gold miners, or wait for a more opportune moment to buy assets following a deep technical correction? Agnico Eagle Mines Limited ( AEM )—one of the most stable companies in the world—not only has assets in the safest jurisdictions but also boasts competitive production costs, which allow it to generate record free cash flow. The year 2025 proved to be transformative for the company, with the implementation of current projects extending the mines’ operational life into 2030–2040. The presence of unique regional synergies and strict cost control have turned AEM into a powerful "cash cow." The valuation of forward multiples, compared to other major gold producers (Newmont Corporation, AngloGold, and Barrick Mining), indicates a high premium on the stock price. This article aims to provide a detailed analysis of whether this premium is justified. It also discusses what course of action investors should take if it is not, with a view to further adding AEM to their growth portfolio. AEM's Strategy and Growth Drivers Now, it's clear that AEM has cemented its status as one of the most stable and largest players in the global gold market. It had a record year across a number of metrics made possible by scaling up its operations and focusing on assets in safe jurisdictions (Canada, Australia, Finland). Unlike many of its competitors (especially Barrick), AEM minimizes its geopolitical and regulatory risks, which may prove critical in the long term. As part of its strategy, its main pillar is regional synergy, since the company owns a unique network of mines and processing facilities in the Abitibi Belt. Thanks to this, the supply chains are optimized, and a common infrastructure has been established for various deposits. Consequently, by 2026, it is ex...
Navigator Holdings ( NVGS ) on Thursday said that shareholder BW Group Limited plans to sell 7 million shares in a secondary public offering. Navigator Gas said it is not selling any shares and will not receive proceeds from the offering. The company added it intends to repurchase 3.5 million shares from the underwriters at the public offering price, funded with cash on hand, subject to completion...
Navigator Holdings ( NVGS ) on Thursday said that shareholder BW Group Limited plans to sell 7 million shares in a secondary public offering. Navigator Gas said it is not selling any shares and will not receive proceeds from the offering. The company added it intends to repurchase 3.5 million shares from the underwriters at the public offering price, funded with cash on hand, subject to completion of the offering and customary conditions. NVGS -5.00% after hours to $18.21. Source: Press Release More on Navigator Holdings Navigator Holdings Ltd. (NVGS) Q4 2025 Earnings Call Transcript Navigator Holdings Ltd. 2025 Q4 - Results - Earnings Call Presentation Navigator Holdings Ltd. (NVGS) Presents at Capital Link's 2026 Virtual Corporate Presentation Series - Slideshow Navigator outlines $20,970 daily breakeven for 2026 while expanding capital return and fleet renewal Navigator Holdings Non-GAAP EPS of $0.32 misses by $0.08, revenue of $152.8M beats by $16.65M
Assembly Biosciences press release ( ASMB ): FY GAAP EPS of -$0.55 beats by $3.01 . Revenue of $72.3M (+153.5% Y/Y) beats by $35.02M . Cash, cash equivalents and marketable securities were $248.1 million as of December 31, 2025, compared to $232.6 million as of September 30, 2025, and $112.1 million as of the year ended December 31, 2024. The company’s cash position is projected to fund operations...
Assembly Biosciences press release ( ASMB ): FY GAAP EPS of -$0.55 beats by $3.01 . Revenue of $72.3M (+153.5% Y/Y) beats by $35.02M . Cash, cash equivalents and marketable securities were $248.1 million as of December 31, 2025, compared to $232.6 million as of September 30, 2025, and $112.1 million as of the year ended December 31, 2024. The company’s cash position is projected to fund operations into 2028. More on Assembly Biosciences Gilead exercises license for Assembly Biosciences herpes programs Seeking Alpha’s Quant Rating on Assembly Biosciences Historical earnings data for Assembly Biosciences Financial information for Assembly Biosciences
Sloot/iStock Editorial via Getty Images Metal prices soared in 2025 and through the early part of this year. The last few weeks—marked by the war in Iran and intense cross-asset volatility—have weighed on cyclical industrial and base metals. Copper, aluminum, and lithium have all retreated from recent highs, but iron ore has been moderately resilient. It’s that commodity that’s key for Rio Tinto (...
Sloot/iStock Editorial via Getty Images Metal prices soared in 2025 and through the early part of this year. The last few weeks—marked by the war in Iran and intense cross-asset volatility—have weighed on cyclical industrial and base metals. Copper, aluminum, and lithium have all retreated from recent highs, but iron ore has been moderately resilient. It’s that commodity that’s key for Rio Tinto ( RIO ). I had a "H old" rating on shares of the now $152 billion market cap Diversified Metals and Mining industry company within the Materials sector back in June of 2023. Shares traded mostly sideways through the first half of 2025 but then took off from last June through the subsequent February. Having pulled back almost 20% in recent weeks, I see opportunity in this global cycle. I am upgrading RIO to a "B uy." I’ll note its attractive valuation and solid earnings growth trajectory and call out key price levels on the chart to monitor ahead of what’s a rather busy corporate event calendar. RIO Outperforming Global Stocks and the Materials Sector YoY Stockcharts.com Back in February, Rio Tinto reported a solid set of quarterly results. 2H25 GAAP EPS of $6.69 topped the Wall Street consensus forecast of $6.65, while revenue of $57.6 billion (up 7.4% from the same period last year) was a material $1.33 billion beat. The company tallied underlying EBITDA of $25.4 billion and operating cash flow of $16.8 billion. Shares gave back 2.6% in the session that followed, however, marking the 6 th time in the last 7 instances that RIO turned lower after reporting. Looking ahead to the July semi-annual earnings event, the options market prices in a somewhat high 6.3% earnings-related stock price swing based on the at-the-money straddle expiring soonest after the July 29 release. The stock’s current implied volatility has risen to 36.4%, according to data from Option Research & Technology Services. Looking back on the quarter that was, Rio posted strong FY 2025 numbers, highlighted by...
Alumis press release ( ALMS ): Net loss was $243.3 million for the year ended December 31, 2025, compared to a net loss of $294.2 million for the year ended December 31, 2024. FY Revenue of $24.05M misses by $0.23M . As of December 31, 2025, Alumis had cash, cash equivalents and marketable securities of $308.5 million. More on Alumis Alumis Up On Phase 3 Envudeucitinib Success: Oral Psoriasis Ther...
Alumis press release ( ALMS ): Net loss was $243.3 million for the year ended December 31, 2025, compared to a net loss of $294.2 million for the year ended December 31, 2024. FY Revenue of $24.05M misses by $0.23M . As of December 31, 2025, Alumis had cash, cash equivalents and marketable securities of $308.5 million. More on Alumis Alumis Up On Phase 3 Envudeucitinib Success: Oral Psoriasis Therapy Shows Promise Alumis prices $300M upsized public offering Alumis surges on late-stage trial win for lead drug in plaque psoriasis Seeking Alpha’s Quant Rating on Alumis Historical earnings data for Alumis
Memory shortages. Way behind on AI. Tariff troubles. None of that seems to matter to Apple. It keeps selling tons of iPhones — bucking expectations, especially in China. iPhone sales in China surged 23% during the first nine weeks of 2026, in contrast to a 4% year-over-year decline in the entire smartphone market there, according to research firm Counterpoint . "Exactly the opposite of what everyo...
Memory shortages. Way behind on AI. Tariff troubles. None of that seems to matter to Apple. It keeps selling tons of iPhones — bucking expectations, especially in China. iPhone sales in China surged 23% during the first nine weeks of 2026, in contrast to a 4% year-over-year decline in the entire smartphone market there, according to research firm Counterpoint . "Exactly the opposite of what everyone was saying," Jim Cramer said Thursday — well, so much for the idea that Apple is losing share and failing to compete in its second-largest market. The tech giant once again proved skeptics wrong — just like it did during the holiday quarter, when Greater China revenue overall jumped 38% to $25.53 billion, exceeding estimates by roughly $4.7 billion. The iPhone had its best quarter ever in China, due to enthusiasm for the iPhone 17 lineup, record upgraders, and double-digit percentage growth from switchers. Memory According to Thursday's report from Counterpoint, Apple attracted more customers in China this year because it held the line on pricing. Chinese competitors have been forced to hike prices to mitigate their increased costs for the memory that goes into the devices. The explosion of artificial intelligence has caused a massive worldwide memory shortage. Smartphones contain memory chips that allow them to multitask and function, and storage memory for the operating system, apps, photos, and files. "Maybe this is a sign that [Apple's] better [at] managing memory costs versus competitors that have to raise prices," Jeff Marks, the Investing Club's director of portfolio analysis, said during Thursday's Morning Meeting. That was certainly the case in Apple's December quarter. We'll see what happens when Apple reports its current March quarter results in about six weeks. We see three reasons why Apple has an advantage over its rivals going forward. Strong companywide margins can help Apple absorb costs. Even a decision to take a short-term hit to hardware profits (whic...
Unusual Machines ( UMAC ) has commenced a public offering of common stock. Proceeds will be used to expand U.S. drone parts inventory. Additional funds will support working capital and general corporate purposes. UMAC shares down 4% post-market. More on Unusual Machines Unusual Machines: From Vast Opportunity To Concrete Execution (Upgrade) Unusual Machines' Drones Go Vertical Unusual Machines, In...
Unusual Machines ( UMAC ) has commenced a public offering of common stock. Proceeds will be used to expand U.S. drone parts inventory. Additional funds will support working capital and general corporate purposes. UMAC shares down 4% post-market. More on Unusual Machines Unusual Machines: From Vast Opportunity To Concrete Execution (Upgrade) Unusual Machines' Drones Go Vertical Unusual Machines, Inc. (UMAC) Q4 2025 Earnings Call Transcript Unusual Machines outlines $3B domestic drone components market opportunity following FCC action Aureus Greenway signs merger with drone startup Powerus, supported by Trump family
What Happened? Shares of memory chips maker Micron (NYSE:MU) fell 2.6% in the afternoon session after the company reported stellar quarterly results that were overshadowed by a "sell the news" reaction, an analyst downgrade, and concerns about rising future costs. Micron posted revenue of nearly $23.9 billion, almost triple the figure from the year-ago quarter, while earnings per share crushed exp...
What Happened? Shares of memory chips maker Micron (NYSE:MU) fell 2.6% in the afternoon session after the company reported stellar quarterly results that were overshadowed by a "sell the news" reaction, an analyst downgrade, and concerns about rising future costs. Micron posted revenue of nearly $23.9 billion, almost triple the figure from the year-ago quarter, while earnings per share crushed expectations. However, the stock had already rallied 335% over the previous year, suggesting investors had already factored in the good news. The sell-off was fueled by several concerns. The company raised its capital spending forecast for fiscal 2026 to over $25 billion, sparking fears about future expenses. Adding to the pressure, Summit Insights downgraded the stock to Hold from Buy, expecting its outperformance to slow down. Broader market unease also played a role, as reports of an attack on Qatar's LNG infrastructure created worries about potential disruptions to Asian manufacturing, which relies on these imports. The shares closed the day at $444.19, down 4% from previous close. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Micron? Access our full analysis report here, it’s free. What Is The Market Telling Us Micron’s shares are extremely volatile and have had 45 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 3 days ago when the stock gained 4.9% on the news that investor enthusiasm for the artificial intelligence hardware boom, fueled by key company announcements and anticipation for Nvidia's GTC 2026 conference. The sector experienced a significant uplift as the industry pivoted toward hardware-led innovation. Analysts at Frost & Sullivan have also highlighted that 2026 is expecte...