Key Points Dell stock initially surged 8.4% after Super Micro's co-founder was arrested on federal charges for allegedly smuggling $2.5 billion worth of AI servers to China. Dell stands to benefit competitively as both companies build AI servers with Nvidia chips. 10 stocks we like better than Dell Technologies › Dell Technologies (NYSE: DELL) surged roughly 8.4% on Friday before falling back, fin...
Key Points Dell stock initially surged 8.4% after Super Micro's co-founder was arrested on federal charges for allegedly smuggling $2.5 billion worth of AI servers to China. Dell stands to benefit competitively as both companies build AI servers with Nvidia chips. 10 stocks we like better than Dell Technologies › Dell Technologies (NYSE: DELL) surged roughly 8.4% on Friday before falling back, finishing the day up 2.2%. The stock jumped initially after news broke that rival Super Micro Computer's co-founder was arrested on federal charges. It retreated from its high later in the day's trading, unable to escape the larger market slide. The S&P 500 fell 1.6%, and the Nasdaq Composite lost 2.1%. 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 » Super Micro's legal crisis is Dell's gain The U.S. Attorney's Office for the Southern District of New York charged Super Micro co-founder Yih-Shyan "Wally" Liaw and two associates with allegedly smuggling $2.5 billion worth of its AI servers to China in violation of U.S. export controls. Liaw was taken into custody on Thursday. SMCI shares cratered 33.3% on the news. Dell's fastest-growing business segment competes directly with Super Micro -- both build AI servers filled with Nvidia chips -- and the allegations will likely prompt Super Micro customers to look elsewhere. The fundamentals back it up Dell's AI server revenue hit $9 billion last quarter, up 342% year over year, and the company has a backlog in the dozens of billions. If the macroeconomic picture looked differently, I might feel otherwise, but I don't think this is the time to be making new investments in AI-related stocks. Valuations are stretched, and a recession could be very painful for the sector. Should you buy stock in Dell Technologies right now? Before you buy stock in Dell Technologies, co...
The average price for a gallon of diesel in the US blew past $5 this week for only the second time in history. (Russia’s 2022 invasion of Ukraine marked the fuel’s first foray into previously unfathomable territory.) Although most consumers are far more concerned with the price of gasoline, it’s the even sharper increase in diesel that has businesses on alert. That’s because it powers nearly every...
The average price for a gallon of diesel in the US blew past $5 this week for only the second time in history. (Russia’s 2022 invasion of Ukraine marked the fuel’s first foray into previously unfathomable territory.) Although most consumers are far more concerned with the price of gasoline, it’s the even sharper increase in diesel that has businesses on alert. That’s because it powers nearly every industry, from the tractors plowing the fields to the machinery erecting buildings to the semitrucks, trains and buses that transport goods and people coast-to-coast. Diesel is the trucking industry’s second-largest expense, after driver pay, accounting for about a fifth of operating costs, according to Bob Costello, chief economist at American Trucking Associations. Bloomberg News Oil Reporter Nathan Risser joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)
U.S. Secretary of Defense Pete Hegseth holds a briefing with Chairman of the Joint Chiefs of Staff General Dan Caine, amid the U.S.-Israeli war on Iran, at the Pentagon in Washington, D.C., U.S., March 19, 2026. Evan Vucci | Reuters A federal judge on Friday blocked the Trump administration's restrictive Pentagon press access policy, which threatens journalists with being branded security risks if...
U.S. Secretary of Defense Pete Hegseth holds a briefing with Chairman of the Joint Chiefs of Staff General Dan Caine, amid the U.S.-Israeli war on Iran, at the Pentagon in Washington, D.C., U.S., March 19, 2026. Evan Vucci | Reuters A federal judge on Friday blocked the Trump administration's restrictive Pentagon press access policy, which threatens journalists with being branded security risks if they seek information not authorized for public release. The lawsuit by the New York Times in the Washington D.C. federal court alleged that policy changes by the Defense Department last year gave it free rein to freeze out reporters and news outlets over coverage the department did not like, in violation of the Constitution's protections for free speech and due process. President Donald Trump 's administration has denied that characterization and said the policy is reasonable and necessary to protect the military. The changes approved under Defense Secretary Pete Hegseth in October 2025 state that journalists can be deemed security risks and have their press badges revoked if they solicit unauthorized military personnel to disclose classified, and in some cases unclassified, information. Of the 56 news outlets in the Pentagon Press Association , only one agreed to sign an acknowledgment of the new policy, according to the Times' lawsuit. Reporters who did not sign surrendered their press passes. The Pentagon assembled a new press corps consisting of pro-Trump outlets and media personalities after the exodus of reporters, which the Times said was evidence that the policy is aimed at stifling unflattering coverage. The policy states that publishing sensitive information "is generally protected by the First Amendment" but says soliciting that information could be considered by officials when determining whether a reporter poses a "security or safety risk." In its lawsuit, the Times said the policy unlawfully restricts essential newsgathering techniques and gives the Pentagon...
onurdongel/iStock via Getty Images Introduction I’ve been covering Enterprise Products Partners ( EPD ) for a while now and since my last analysis, units have appreciated by a strong 16.74%, offering a total return nearing 18% thanks to the current situation in the Middle East that has put the spotlight on the relatively safe US energy industry. Though I do not cover the company as much as other n...
onurdongel/iStock via Getty Images Introduction I’ve been covering Enterprise Products Partners ( EPD ) for a while now and since my last analysis, units have appreciated by a strong 16.74%, offering a total return nearing 18% thanks to the current situation in the Middle East that has put the spotlight on the relatively safe US energy industry. Though I do not cover the company as much as other names in the industry, I wanted to share my biggest reasons as to why I believe it can keep being a winner for unitholders. 1. 27 Consecutive Years Of Distribution Growth Let’s start with the most appealing as EPD has increased its distribution every year for the past 27 . With distribution increasing by 3.6%, the yield currently stands at a strong 5.81%, though that is lower than the industry average, it still remains largely over the market’s benchmark. More so, the risk profile of EPD means that distribution is one of the safest around. 2. Record EBITDA And Earnings In 2025 Q4 2025 was a strong finish to a great year as overall revenue stood at $13.79B, a $1.4B beat. EPS came in at $0.75 versus the $0.69 consensus, an 8.7% beat though that is not really the preferred metric to look at for MLPs. FY EBITDA was a record $9.96B, up from $9.90B in 2024. Q4 EBITDA alone was $2.7B, up 4% Y/Y. This isn’t a company coasting. The asset base is generating more cash flow than it ever has, and the growth projects coming online in 2026-2027 should push EBITDA comfortably above $10B. 3. The Backlog The growth story behind EPD is also interesting, considering its $6B backlog with the majority of these projects being completed in 2026 through late 2027. For example, the Bahia pipeline will become critical in the Permian as the expansion following Exxon's entry into the project will push the capacity from 600K bpd to 1MM by the end of 2027. With other projects, EPD generally has contracted and fee-based assets with predictable cash flows thus management has guided for 2026 growth capex of ...
Volkan ISIK/iStock via Getty Images Once you retire, income is the name of the investment game. That's been harder to find in recent years. With stocks nearing all-time highs, dividend yields, especially across wider indices like the S&P 500, have compressed into the low 1% range, simply not enough to sustain a comfortable lifestyle in retirement. At the same time, bond yields have come down from ...
Volkan ISIK/iStock via Getty Images Once you retire, income is the name of the investment game. That's been harder to find in recent years. With stocks nearing all-time highs, dividend yields, especially across wider indices like the S&P 500, have compressed into the low 1% range, simply not enough to sustain a comfortable lifestyle in retirement. At the same time, bond yields have come down from highs, as the Fed has embarked on its most recent interest rate cut cycle. Real estate and MLPs produce stronger yields, but relatively unattractive appreciation profiles, especially throughout 2024 and 2025. Thus, it's no surprise that many retirees have switched to high-yield option income ETFs. Yielding 10% or more in most cases, many of these funds have become popular for maintaining the diversification and appreciation benefits of wider index exposure, while simultaneously sacrificing some upside in return for robust dividend payouts. On the surface, it's a great setup. You get to have your cake and eat it too. But how stable are these dividend payouts? Can you rely on them in your retirement years, or will they shrink as markets develop? In this article I'll dive in and analyze the JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ ), which is one of the most popular option income ETFs on the market. My initial coverage in years' past was negative, but I've since come to accept JEPQ as a relatively good choice for those seeking a blend of strong payouts and modest appreciation. But how long can that last? Today I'll analyze two key risks to JEPQ's future dividend payouts, and highlight why I think ultimately, income investors after the fund's double-digit yield don't have much to be worried about. Sound good? Let's dive in. Construction Before explaining the risks to JEPQ's payout structure, it probably makes sense to explain how JEPQ works in the first place. Simply put, JEPQ is a fund that bases its underlying stock holdings primarily on the Nasdaq 100. This means tha...
Qualcomm (QCOM) ended the recent trading session at $129.90, demonstrating a -1.05% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a loss of 1.51% for the day. Meanwhile, the Dow lost 0.97%, and the Nasdaq, a tech-heavy index, lost 2.01%. Shares of the chipmaker have depreciated by 7.07% over the course of the past month, underperforming the Compute...
Qualcomm (QCOM) ended the recent trading session at $129.90, demonstrating a -1.05% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a loss of 1.51% for the day. Meanwhile, the Dow lost 0.97%, and the Nasdaq, a tech-heavy index, lost 2.01%. Shares of the chipmaker have depreciated by 7.07% over the course of the past month, underperforming the Computer and Technology sector's loss of 1.84%, and the S&P 500's loss of 3.63%. The investment community will be closely monitoring the performance of Qualcomm in its forthcoming earnings report. The company is predicted to post an EPS of $2.58, indicating a 9.47% decline compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $10.64 billion, showing a 1.8% drop compared to the year-ago quarter. QCOM's full-year Zacks Consensus Estimates are calling for earnings of $11.16 per share and revenue of $43.51 billion. These results would represent year-over-year changes of -7.23% and -1.44%, respectively. Investors might also notice recent changes to analyst estimates for Qualcomm. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability. Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system. The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 2.63% lower. Qualcomm is holding a Zacks Rank of #5 (Strong Sell) right now. Valuation ...
Qualcomm (QCOM) ended the recent trading session at $129.90, demonstrating a -1.05% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a loss of 1.51% for the day. Meanwhile, the Dow lost 0.97%, and the Nasdaq, a tech-heavy index, lost 2.01%. Shares of the chipmaker have depreciated by 7.07% over the course of the past month, underperforming the Compute...
Qualcomm (QCOM) ended the recent trading session at $129.90, demonstrating a -1.05% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a loss of 1.51% for the day. Meanwhile, the Dow lost 0.97%, and the Nasdaq, a tech-heavy index, lost 2.01%. Shares of the chipmaker have depreciated by 7.07% over the course of the past month, underperforming the Computer and Technology sector's loss of 1.84%, and the S&P 500's loss of 3.63%. The investment community will be closely monitoring the performance of Qualcomm in its forthcoming earnings report. The company is predicted to post an EPS of $2.58, indicating a 9.47% decline compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $10.64 billion, showing a 1.8% drop compared to the year-ago quarter. QCOM's full-year Zacks Consensus Estimates are calling for earnings of $11.16 per share and revenue of $43.51 billion. These results would represent year-over-year changes of -7.23% and -1.44%, respectively. Investors might also notice recent changes to analyst estimates for Qualcomm. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability. Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system. The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 2.63% lower. Qualcomm is holding a Zacks Rank of #5 (Strong Sell) right now. Valuation ...
Microsoft (MSFT) closed at $381.85 in the latest trading session, marking a -1.84% move from the prior day. The stock's change was less than the S&P 500's daily loss of 1.51%. At the same time, the Dow lost 0.97%, and the tech-heavy Nasdaq lost 2.01%. Shares of the software maker have depreciated by 2.37% over the course of the past month, underperforming the Computer and Technology sector's loss ...
Microsoft (MSFT) closed at $381.85 in the latest trading session, marking a -1.84% move from the prior day. The stock's change was less than the S&P 500's daily loss of 1.51%. At the same time, the Dow lost 0.97%, and the tech-heavy Nasdaq lost 2.01%. Shares of the software maker have depreciated by 2.37% over the course of the past month, underperforming the Computer and Technology sector's loss of 1.84%, and outperforming the S&P 500's loss of 3.63%. Analysts and investors alike will be keeping a close eye on the performance of Microsoft in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $4.04, marking a 16.76% rise compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $81.4 billion, up 16.17% from the year-ago period. For the full year, the Zacks Consensus Estimates are projecting earnings of $17.1 per share and revenue of $327.34 billion, which would represent changes of +25.37% and +16.19%, respectively, from the prior year. Investors might also notice recent changes to analyst estimates for Microsoft. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system. Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Microsoft presently features a Zacks Rank of #3 (Hold). Valuation is also important, so investors should note...
Microsoft (MSFT) closed at $381.85 in the latest trading session, marking a -1.84% move from the prior day. The stock's change was less than the S&P 500's daily loss of 1.51%. At the same time, the Dow lost 0.97%, and the tech-heavy Nasdaq lost 2.01%. Shares of the software maker have depreciated by 2.37% over the course of the past month, underperforming the Computer and Technology sector's loss ...
Microsoft (MSFT) closed at $381.85 in the latest trading session, marking a -1.84% move from the prior day. The stock's change was less than the S&P 500's daily loss of 1.51%. At the same time, the Dow lost 0.97%, and the tech-heavy Nasdaq lost 2.01%. Shares of the software maker have depreciated by 2.37% over the course of the past month, underperforming the Computer and Technology sector's loss of 1.84%, and outperforming the S&P 500's loss of 3.63%. Analysts and investors alike will be keeping a close eye on the performance of Microsoft in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $4.04, marking a 16.76% rise compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $81.4 billion, up 16.17% from the year-ago period. For the full year, the Zacks Consensus Estimates are projecting earnings of $17.1 per share and revenue of $327.34 billion, which would represent changes of +25.37% and +16.19%, respectively, from the prior year. Investors might also notice recent changes to analyst estimates for Microsoft. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system. Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Microsoft presently features a Zacks Rank of #3 (Hold). Valuation is also important, so investors should note...
Microsoft (MSFT) closed at $381.85 in the latest trading session, marking a -1.84% move from the prior day. The stock's change was less than the S&P 500's daily loss of 1.51%. At the same time, the Dow lost 0.97%, and the tech-heavy Nasdaq lost 2.01%. Shares of the software maker have depreciated by 2.37% over the course of the past month, underperforming the Computer and Technology sector's loss ...
Microsoft (MSFT) closed at $381.85 in the latest trading session, marking a -1.84% move from the prior day. The stock's change was less than the S&P 500's daily loss of 1.51%. At the same time, the Dow lost 0.97%, and the tech-heavy Nasdaq lost 2.01%. Shares of the software maker have depreciated by 2.37% over the course of the past month, underperforming the Computer and Technology sector's loss of 1.84%, and outperforming the S&P 500's loss of 3.63%. Analysts and investors alike will be keeping a close eye on the performance of Microsoft in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $4.04, marking a 16.76% rise compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $81.4 billion, up 16.17% from the year-ago period. For the full year, the Zacks Consensus Estimates are projecting earnings of $17.1 per share and revenue of $327.34 billion, which would represent changes of +25.37% and +16.19%, respectively, from the prior year. Investors might also notice recent changes to analyst estimates for Microsoft. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system. Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Microsoft presently features a Zacks Rank of #3 (Hold). Valuation is also important, so investors should note...
Dilok Klaisataporn/iStock via Getty Images Investment Thesis On the surface, the current oil and natural gas market conditions may seem to positively impact the share performance of MLPs such as Energy Transfer ( ET ), yet this is not the case. Without a doubt, prices for energy resources have an indirect impact on the financial results of such a company, providing solvency for customers who suppl...
Dilok Klaisataporn/iStock via Getty Images Investment Thesis On the surface, the current oil and natural gas market conditions may seem to positively impact the share performance of MLPs such as Energy Transfer ( ET ), yet this is not the case. Without a doubt, prices for energy resources have an indirect impact on the financial results of such a company, providing solvency for customers who supply oil and natural gas. Often, these customers are involved in the production process beforehand, meaning that their business margins depend on how much more they can sell energy resources to their customers. Acting as a link in the chain, ET receives a stable commission, enabling it to weather the bearish phase of market cycles whilst maintaining its ability to generate returns for unit holders. As the growth in energy prices affects the profitability of clients’ businesses, the extent to which old contracts for the supply of energy resources will be renewed with confidence depends on this. Moreover, as the price situation improves, ET may set higher tariffs for its clients in the future. But the record surge in oil and natural gas prices in March 2026, with everything going on in the Middle East, will probably have more of a negative than a positive impact on ET’s financial results. That’s not the kind of energy price hike that boosts the profitability of a Midstream company’s core business. There is no doubt that customers supplying energy resources through ET’s reserved capacity stand to benefit, because their business margins are growing. Nevertheless, the cycle of contract renegotiation at ET takes many years. Contract renegotiation does not happen overnight, since often the only reason for doing so is the expiration of the old contract. Given that suppliers reserve capacity for periods of 5 to 20 years (inter-state gas pipelines, for example, have 10 to 15-year reservations; the contracts are tied to the 5- to 10-year lifespan of wells; while oil and NGL transportatio...
Kalshi was temporarily barred by a judge from offering its prediction market contracts in Nevada, after state regulators said the company didn’t have a gaming license. District Court Judge Jason D. Woodbury in Carson City signed a temporary restraining order Friday blocking Kalshi event contracts for sports, election and entertainment for as long as two weeks, according to a copy of the order prov...
Kalshi was temporarily barred by a judge from offering its prediction market contracts in Nevada, after state regulators said the company didn’t have a gaming license. District Court Judge Jason D. Woodbury in Carson City signed a temporary restraining order Friday blocking Kalshi event contracts for sports, election and entertainment for as long as two weeks, according to a copy of the order provided by the Nevada Gaming Control Board. A spokesperson for Kalshi declined to comment. Ian McGinley, Partney at Sidley Austin and former Director of Enforcement at the Commodity Futures Trading Commission, joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)
Bloomberg Intelligence's Mandeep Singh discusses the recent developments surrounding Super Micro Computer, highlighting new charges from US authorities and the resignation of co-founder Yih-Shyan "Wally" Liaw from the board. He speaks on "Bloomberg The Close." (Source: Bloomberg)
Bloomberg Intelligence's Mandeep Singh discusses the recent developments surrounding Super Micro Computer, highlighting new charges from US authorities and the resignation of co-founder Yih-Shyan "Wally" Liaw from the board. He speaks on "Bloomberg The Close." (Source: Bloomberg)
Invenomic Capital Management fully exited its position in Haemonetics Corporation (HAE 0.54%), according to a February 17, 2026, SEC filing, selling 498,317 shares previously worth $24.29 million. What happened According to a February 17, 2026, SEC filing, Invenomic Capital Management sold its entire stake of 498,317 shares in Haemonetics Corporation. The net position change for the quarter was $2...
Invenomic Capital Management fully exited its position in Haemonetics Corporation (HAE 0.54%), according to a February 17, 2026, SEC filing, selling 498,317 shares previously worth $24.29 million. What happened According to a February 17, 2026, SEC filing, Invenomic Capital Management sold its entire stake of 498,317 shares in Haemonetics Corporation. The net position change for the quarter was $24.29 million. What else to know The fund’s exit from Haemonetics Corporation reduced the position from 1.2% of 13F AUM in the prior quarter to zero post-filing. Top holdings after the filing: NASDAQ: VTRS: $69.64 million (3.4% of AUM) NYSE: GPN: $61.73 million (3.0% of AUM) NASDAQ: XRAY: $58.66 million (2.8% of AUM) NASDAQ: AKAM: $58.59 million (2.8% of AUM) NYSE: EGO: $53.75 million (2.6% of AUM) As of Friday, shares of Haemonetics Corporation were priced at $58.58, down 9% over the past year and well underperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Revenue (TTM) $1.32 billion Net Income (TTM) $175.44 million Market Capitalization $2.74 billion Price (as of Friday) $58.58 Company snapshot Haemonetics provides automated plasma collection devices, blood component collection systems, hemostasis analyzers, and integrated software solutions for blood management and transfusion. The firm generates revenue through the sale of medical devices, related disposables, and proprietary software platforms to healthcare providers and blood centers. It serves plasma centers, hospitals, and blood banks, targeting healthcare institutions that require advanced blood management and transfusion solutions. Haemonetics Corporation is a leading provider of medical devices and software for blood and plasma management. The company's strategy centers on delivering integrated solutions that enhance efficiency and safety in blood collection and transfusion processes. Its diversified portfolio and focus on innovation position it as a key partner to healthc...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Target. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his ow...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Target. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Key Points Sio initiated a new OGN position in the fourth quarter, buying up 3,421,765 shares. The quarter-end position value increased by $24.53 million as a result. The Organon holding now accounts for 4% of fund AUM, placing it outside the fund's top five holdings. 10 stocks we like better than Organon & Co. › Sio Capital Management disclosed a new position in Organon (NYSE:OGN) on February 17,...
Key Points Sio initiated a new OGN position in the fourth quarter, buying up 3,421,765 shares. The quarter-end position value increased by $24.53 million as a result. The Organon holding now accounts for 4% of fund AUM, placing it outside the fund's top five holdings. 10 stocks we like better than Organon & Co. › Sio Capital Management disclosed a new position in Organon (NYSE:OGN) on February 17, 2026, acquiring 3,421,765 shares worth $24.53 million at quarter’s end. What happened According to a filing with the U.S. Securities and Exchange Commission dated February 17, 2026, Sio Capital Management established a new position in Organon (NYSE:OGN), purchasing 3,421,765 shares. The reported position value at quarter-end increased by $24.53 million as a result of the purchase. What else to know This is a new position for the fund, representing roughly 4% of 13F reportable assets under management as of December 31, 2025. Top holdings after the filing: NASDAQ:CELC: $47.58 million (7.9% of AUM) NYSE:CI: $47.40 million (7.9% of AUM) NASDAQ:SNY: $47.09 million (7.8% of AUM) NYSE:MMS: $43.19 million (7.2% of AUM) NYSE:ZBH: $34.68 million (5.7% of AUM) As of Friday, shares of Organon were priced at $6.03, down about 61% over the past year and well underperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Revenue (TTM) $6.22 billion Net Income (TTM) $187.00 million Dividend Yield 1.3% Price (as of Friday) $6.03 Company snapshot Organon offers a diversified portfolio of prescription therapies, including women's health products (contraception and fertility), biosimilars in immunology and oncology, cardiovascular, respiratory, dermatology, bone health, pain management, and urology treatments. It generates revenue through the development, manufacturing, and sale of branded and biosimilar pharmaceuticals, with a focus on both established and specialty therapeutic areas. The firm serves drug wholesalers, retailers, hospitals, government agencie...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends WM. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by T...
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends WM. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Tesla Inc. CEO Elon Musk has predicted that the automaker’s upcoming AI5 self-driving chip will match the capabilities of more expensive, powerful AI chipsets amid a push towards artificial intelligence. AI5 Will Punch Far Above Its Weight On Wednesday, user Phil Beisel compared the architecture of Tesla’s AI5 chip with NVIDIA Corp‘s Blackwell chip, noting that Tesla’s “half reticle” design could ...
Tesla Inc. CEO Elon Musk has predicted that the automaker’s upcoming AI5 self-driving chip will match the capabilities of more expensive, powerful AI chipsets amid a push towards artificial intelligence. AI5 Will Punch Far Above Its Weight On Wednesday, user Phil Beisel compared the architecture of Tesla’s AI5 chip with NVIDIA Corp‘s Blackwell chip, noting that Tesla’s “half reticle” design could give AI fabs a major boost if it can match the latter’s capabilities. “A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield,” Beisel said. https://twitter.com/pbeisel/status/2034337466296221804 Don't Miss: Responding to Beisel, Musk shared his take on the matter. “AI5 will punch far above its weight,” he said, outlining that its capabilities were possible because Tesla aims to “make maximally effective use of every circuit.” Musk also said that while the upcoming chip could see applications in data centers, it’s “primarily optimized for AI edge compute in Optimus and Robotaxi.” Musk then shared that despite the advancements, there was room for improvement. He said that a single AI6 chip could match a dual SoC AI5 within “the same half reticle and same process node.” https://twitter.com/elonmusk/status/2034439451611680818?s=46 Trending: Own the Characters, Not Just the Content: Inside a Fast-Growing Pre-IPO IP Company Huge Admirer Of Jensen Huang In the same thread, Musk also shared that he was a “huge admirer” of both Nvidia and Jensen Huang. He also hailed Nvidia’s current status as the leading company by market capitalization in the world. “That market cap is well-deserved,” he said, adding that both SpaceX and Tesla “expect to continue ordering Nvidia chips at scale.” Nvidia remains the world’s largest company by market capitalization, boasting a total market cap of over $4.3 trillion, followed by Alphabet Inc. and Apple Inc. with $3.7 trillion and $3.6 trillion, respectively. https://twitter.com/elonmusk/statu...
This business thrived during the pandemic and has excellent longer-term tailwinds supporting its growth. *Stock prices used were the afternoon prices of March 18, 2026. The video was published on March 20, 2026. Continue reading
This business thrived during the pandemic and has excellent longer-term tailwinds supporting its growth. *Stock prices used were the afternoon prices of March 18, 2026. The video was published on March 20, 2026. Continue reading
EV Demand Surges Across Asia After Energy Shock Sends Consumers Into Panic Mode One of the biggest takeaways in global energy markets this week is the growing fragmentation. Brent crude in Asia has surged to over $150 a barrel, with demand destruction already emerging, and China and India facing the greatest pressure given their heavy reliance on Gulf crude. Meanwhile, the Trump administration has...
EV Demand Surges Across Asia After Energy Shock Sends Consumers Into Panic Mode One of the biggest takeaways in global energy markets this week is the growing fragmentation. Brent crude in Asia has surged to over $150 a barrel, with demand destruction already emerging, and China and India facing the greatest pressure given their heavy reliance on Gulf crude. Meanwhile, the Trump administration has moved to release barrels from the Strategic Petroleum Reserve to help cap WTI prices below triple digits, with US crude currently trading around $94 a barrel. And now we have three oil markets: Asia (Oman oil at $167), Brent ($113) and US (WTI $97) https://t.co/uHmMD24E9G pic.twitter.com/41a4BhKOIA — zerohedge (@zerohedge) March 19, 2026 The Iran-driven energy shock is hitting Asia the hardest so far because much of its crude and LNG is imported and shipped through the Strait of Hormuz. Current status of the Hormuz chokepoint... "The countries that are exposed to that supply disruption are not so much in Europe, or in the Americas, they're actually really in the Asia region," Michael Williamson of the United Nations Economic and Social Commission for Asia and the Pacific told AP News. The energy shock across Asia has had cascading effects on economic activity throughout the region. One behavioral shift among those who can afford to move away from petrol-powered vehicles has been a surge in activity at Chinese EV maker BYD Motors. Bloomberg reports that BYD dealerships in the Philippines have already logged a full month's worth of orders in just two weeks as consumers react to the energy price shock and the cost of filling up gas tanks. Vietnam's VinFast automotive company has seen 4x showroom traffic and is selling about 80 EVs per week, about double 2025 levels, following the surge in energy prices. Across Thailand, New Zealand, and Southeast Asia, dealers report sales increases of 20% or more and even inventory shortages. What's key here is that a rapid surge in gasoline...