Vistra Corp. (NYSE:VST) is one of the best NYSE stocks to buy according to Wall Street analysts. On May 11, Vistra recently completed or initiated 4.5 GW of capacity additions, encompassing nuclear uprates, coal-to-gas conversions, and new renewable projects. CEO Jim Burke projects annual load growth of 5% to 6% in ERCOT and 2% to […]
Vistra Corp. (NYSE:VST) is one of the best NYSE stocks to buy according to Wall Street analysts. On May 11, Vistra recently completed or initiated 4.5 GW of capacity additions, encompassing nuclear uprates, coal-to-gas conversions, and new renewable projects. CEO Jim Burke projects annual load growth of 5% to 6% in ERCOT and 2% to […]
Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, sees “exceptional earnings and reasonable valuations” driving investors to tech stocks. (Source: Bloomberg)
Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, sees “exceptional earnings and reasonable valuations” driving investors to tech stocks. (Source: Bloomberg)
synthetick/iStock via Getty Images Company Overview GeneDx Holdings Corp. ( WGS ) is a diagnostics company specializing in advanced exome and genome testing services. The company's ability to interpret diagnostic test data utilizing its proprietary, deep, and expanding GeneDx Infinity dataset, allows it to deliver more diagnostically accurate testing interpretation to patients. The company's exome...
synthetick/iStock via Getty Images Company Overview GeneDx Holdings Corp. ( WGS ) is a diagnostics company specializing in advanced exome and genome testing services. The company's ability to interpret diagnostic test data utilizing its proprietary, deep, and expanding GeneDx Infinity dataset, allows it to deliver more diagnostically accurate testing interpretation to patients. The company's exome and genome testing business segment accounts for nearly 90% of its revenues and is the primary growth engine, as the company shifts away from other panel testing. Our discussion below is mostly centered on the first quarter performance of the core Whole Exome and Genome (WEG) business, and not on the non-core older businesses and newly started segments with little revenue traction. For additional background on the company, please refer to our series of seven earlier reports. First Quarter March 2026 Earnings The company recently released its first quarter results , which broadly missed expectations. It appears that the three drivers - a favorable mix shift, improved reimbursement, and lower COGS - which in the previous quarters drove higher revenues and profitability, worked in reverse during Q1 to create a revenue and profit shortfall. The second quarter revenues and guidance are posted in the table below. Q1:2026 Actual Q1:2026 Consensus 2026 New Guidance 2026 Old Guidance Total Revenues $102.3 million $112.5 million $475-$490 million $540-$555 million Click to enlarge Source: Company reports Click to enlarge Fourth quarter revenues were lower than consensus estimates, and the company reduced its full year revenue guidance by over 10%. Revenues were below management's internal expectations of $114 million by $12 million, of which approximately $5.5 million, or 46% of the shortfall, was attributed to a lower than expected average pricing in the core exome, genome testing segment, while $6.5 million, or 54% of the shortfall, occurred in the newer business lines of data int...
SweetBunFactory/iStock via Getty Images Understanding Sivers And Its Opportunity Sivers Semiconductors ( SIVEF ) (ticker "SIVE" on Nasdaq Stockholm) is a $1.3 billion small-cap semiconductor company that develops Co-Packaged Optics (CPO) and optical I/O solutions. It's a critical tech because as AI clusters keep scaling, traditional copper-based solutions that interconnect GPUs with memory modules...
SweetBunFactory/iStock via Getty Images Understanding Sivers And Its Opportunity Sivers Semiconductors ( SIVEF ) (ticker "SIVE" on Nasdaq Stockholm) is a $1.3 billion small-cap semiconductor company that develops Co-Packaged Optics (CPO) and optical I/O solutions. It's a critical tech because as AI clusters keep scaling, traditional copper-based solutions that interconnect GPUs with memory modules start to overheat, and eventually, there comes latency (plus power consumption barriers). CPO and optical I/O tech help eliminate this data-movement bottleneck, allowing the AI enablers of different kinds to have massive bandwidth density across servers without the severe signal degradation and heat generation caused by copper wiring. Here's a quick snapshot of what Sivers is all about, based on the PPT presentation on their official website : SIVE's 2024 presentation Sivers specializes particularly in InP (Indium Phosphide) distributed feedback (DFB) lasers that are manufactured on their proprietary InP100 platform - the know-how factor is crucial here, as it creates a high barrier to entry and years of potential R&D for any other company that would dare to develop anything similar to what Sivers has already reached (in production-ready form). When speed isn't the issue, AI enablers use VCSELs (Vertical-Cavity Surface-Emitting Lasers) that are quite cheap (much cheaper than what Sivers is offering), and they're easier to manufacture (a lot of companies can manufacture them worldwide). But recall what's happening now in the industry - the 1.6T architecture is expanding rapidly , which is pushing up failure rates among VCSELs due to the fundamental physics issues. So, InP-based solutions become an absolute requirement for the next-gen stacks. One of such solutions is high-power CW (continuous wave) pump lasers that Sivers supplies along with ELS (external light sources) that feed CPO systems. Despite its still very low market cap, SIVE directly supplies to Ayar Labs (privat...
onurdongel/iStock via Getty Images Note: I have covered Plug Power Inc., or “Plug Power” ( PLUG ), previously, so investors should view this as an update to my earlier articles on the company. Earlier this week, Plug Power reported better-than-expected fourth-quarter results, with both sales and profitability coming in ahead of consensus estimates: Company Press Releases / Regulatory Filings Net s...
onurdongel/iStock via Getty Images Note: I have covered Plug Power Inc., or “Plug Power” ( PLUG ), previously, so investors should view this as an update to my earlier articles on the company. Earlier this week, Plug Power reported better-than-expected fourth-quarter results, with both sales and profitability coming in ahead of consensus estimates: Company Press Releases / Regulatory Filings Net sales of $163.5 million increased by more than 20% year-over-year, mostly due to improvements in the core material handling business and recognition of long-delayed electrolyzer revenues: Regulatory Filings However, the company largely failed to replace these deployments with new orders, thus resulting in electrolyzer backlog dropping to new multi-year lows: Regulatory Filings Given this issue, it is difficult to understand why CEO Jose Luis Crespo claimed " strong commercial and operational momentum " for the business on the conference call . For my part, I was particularly disappointed by the issuance of a rather misleading press release last month, which gave the impression of a large electrolyzer supply contract win in Canada (emphasis added by author): Plug Power (...) today announced it has been awarded the Front-End Engineering Design (FEED) contract to supply a 275 MW GenEco PEM electrolyzer system for Hy2gen Canada Inc.’s “Courant” project. The system represents one of the largest electrolyzer project awards to Plug to date , underscoring the company’s leadership in delivering superior hydrogen technology on a global scale. (...) " Being selected as the electrolyzer supplier for Hy2gen’s Courant project underscores Plug’s ability to support large-scale hydrogen and hydrogen-derived products,” said Jose Luis Crespo, President and Chief Executive Officer of Plug. In reality, the company was awarded only a small front-end engineering design contract with an estimated value in the low- to mid-single million dollar range. Please note also that the project remains subject...
The President wants rate cuts. His pick is set to take the chair at the Federal Reserve. Futures markets have spent weeks pricing in easing. Then the Bureau of Labor Statistics released the April Consumer Price Index report, and the door slammed shut. Headline CPI rose 3.8% year-over-year in April, up from 3.3% in March, ... Trump Wants Rate Cuts. The Data Just Made That Nearly Impossible.
The President wants rate cuts. His pick is set to take the chair at the Federal Reserve. Futures markets have spent weeks pricing in easing. Then the Bureau of Labor Statistics released the April Consumer Price Index report, and the door slammed shut. Headline CPI rose 3.8% year-over-year in April, up from 3.3% in March, ... Trump Wants Rate Cuts. The Data Just Made That Nearly Impossible.
alacatr/iStock via Getty Images Marvell Technology, Inc. ( MRVL ) is transforming itself into something beyond an AI accelerator chip provider. The market still doesn 't appreciate Marvell 's importance as the connectivity fabric underlying hyperscaler AI platforms. With increased scaling of AI clusters, the optics, CXL, retimers, switches, and photonics connections are just as important as the ac...
alacatr/iStock via Getty Images Marvell Technology, Inc. ( MRVL ) is transforming itself into something beyond an AI accelerator chip provider. The market still doesn 't appreciate Marvell 's importance as the connectivity fabric underlying hyperscaler AI platforms. With increased scaling of AI clusters, the optics, CXL, retimers, switches, and photonics connections are just as important as the accelerators. NVIDIA's ( NVDA ) investment clearly reflected this transformation. I believe that Marvell is aiming to play a glue role between different types of AI architectures, and this can potentially last much longer than what the market expects right now. The Custom Silicon Story Remains Misperceived The market's fixation with whether Marvell has two major XPU opportunities versus Broadcom having more design wins fails to get to the point. The custom silicon world does not work as a binary winner-take-all contest. Hyperscalers do not intend to single-source their AI chips; rather, they are working hard to diversify their silicon portfolios beyond merchant GPUs, thus driving down costs and improving power and bandwidth efficiency. This dynamic is giving Marvell an advantage that goes well beyond the headline opportunity numbers. The company's leadership claimed custom silicon revenue was approaching $1.5 billion in fiscal 2026, having doubled on a year-over-year basis. Marvell expects growth again in fiscal 2027 before a material step-up in fiscal 2028. I do not have to believe Marvell is beating Broadcom ( AVGO ) throughout the entire ASIC market. I simply have to believe that hyperscaler custom silicon spending will increase fast enough that existing and new programs will continue to compound off a relatively low base. Data by YCharts That does not mean that one should dismiss the bear case too easily. Custom silicon projects can be lumpier, more customer-specific, technically more complex, and politically more charged than mainstream parts. An adverse event with a lea...
In this article PSKY WBD Follow your favorite stocks CREATE FREE ACCOUNT David Ellison, the chairman and chief executive officer of Paramount Skydance Corp. walks through Statuary Hall to the State of the Union address during a Joint Session of Congress at the U.S. Capitol on Feb. 24, 2026, in Washington, DC. Anna Moneymaker | Getty Images A group of U.S. and European lawmakers told Paramount Skyd...
In this article PSKY WBD Follow your favorite stocks CREATE FREE ACCOUNT David Ellison, the chairman and chief executive officer of Paramount Skydance Corp. walks through Statuary Hall to the State of the Union address during a Joint Session of Congress at the U.S. Capitol on Feb. 24, 2026, in Washington, DC. Anna Moneymaker | Getty Images A group of U.S. and European lawmakers told Paramount Skydance CEO David Ellison that the company's proposed acquisition of Warner Bros. Discovery will be subject to careful scrutiny by European regulators and that he should not consider shareholder approval of the deal to be the final word. The three European Parliament members and two Democratic U.S. House lawmakers issued their warning in a letter sent Thursday and shared exclusively with CNBC. "In the European Union, the European Commission and the European Parliament will closely examine market definition, market share threshold, customer substitutability, vertical integration effects, and downstream impacts in the Internal Market pursuant to the EU Merger Regulation," they wrote. The lawmakers noted that despite a preliminary WBD shareholder vote approving the merger last month, it is still subject to scrutiny by their respective governments. And, they warned that the merger could create new barriers to competition. "We raise particular concern about public statements suggesting that this transaction will face minimal regulatory scrutiny or will likely receive swift approval. Such characterizations appear premature," U.S. Reps. Sam Liccardo, D-Calif, and Deborah Ross, D-N.C., wrote alongside European Parliament members Nathalie Loiseau, Brando Benifei and Andreas Schwab. Read more CNBC politics coverage Gas tax holiday as Trump promises? Not so fast, trucking, construction industries say Trump doesn't need Congress to restart Iran strikes: Hegseth Analysis: Iran war hangs over Trump's China trip — and his presidency Congress members push Chinese auto parts ban before Trump C...
President Trump and President Xi meet in Beijing in a discussion lasting more than two hours with both sides talking up a vision for more stable ties. The tech rally shows little sign of slowing down after Cisco's blockbuster earnings. The Senate confirms Kevin Warsh as the next Federal Reserve chair in the narrowest vote ever for the position. Lizzy Galbraith of Abeerdeen discusses what could com...
President Trump and President Xi meet in Beijing in a discussion lasting more than two hours with both sides talking up a vision for more stable ties. The tech rally shows little sign of slowing down after Cisco's blockbuster earnings. The Senate confirms Kevin Warsh as the next Federal Reserve chair in the narrowest vote ever for the position. Lizzy Galbraith of Abeerdeen discusses what could come out of the Trump-Xi summit. Wei Li of BlackRock highlights the challenges ahead for the Fed. (Source: Bloomberg)
I’ll say it plainly: I’m betting against Palantir Technologies (NASDAQ:PLTR) at these levels, and I think the next 12 months will validate that call. The business is excellent. The stock is something else entirely. Bulls have plenty to celebrate. Q1 2026 revenue ripped 85% year-over-year to $1.633 billion, U.S. commercial grew 133%, and management raised ... When It Comes to Palantir, the Roar of ...
I’ll say it plainly: I’m betting against Palantir Technologies (NASDAQ:PLTR) at these levels, and I think the next 12 months will validate that call. The business is excellent. The stock is something else entirely. Bulls have plenty to celebrate. Q1 2026 revenue ripped 85% year-over-year to $1.633 billion, U.S. commercial grew 133%, and management raised ... When It Comes to Palantir, the Roar of the Bears Is Too Loud to Ignore
jetcityimage/iStock Editorial via Getty Images More than 40 years after the classic 'Where’s the beef?' campaign, Wendy's ( WEN ) now looks like a company searching for some beef of its own in the middle of today's 'Burger War'. After all, it's not easy to shine in the U.S. in a McValue World . The Biggie Bag—even with all the newer upsell levers—still trailed McDonald’s on sheer calories-per-doll...
jetcityimage/iStock Editorial via Getty Images More than 40 years after the classic 'Where’s the beef?' campaign, Wendy's ( WEN ) now looks like a company searching for some beef of its own in the middle of today's 'Burger War'. After all, it's not easy to shine in the U.S. in a McValue World . The Biggie Bag—even with all the newer upsell levers—still trailed McDonald’s on sheer calories-per-dollar value, and Wendy’s also showed up late to the entire 'Chicken Wars' trend after sauces had already become commoditized across the industry. KFC ( YUM ) is rolling out 'Saucy,' and even Applebee's ( DIN ) already has its own chicken sandwich. And since the last quarter (as I was already expecting), comps still haven’t really gotten better since last quarter. If you really want to stretch, you could point to a small sequential improvement from Q4 into Q1. Even so, the ' buyback frenzy ,' as I told you in an article from June last year, seems to be over. Thank goodness for that. Or rather, was that exactly what Peltz and Trian wanted? Whether yes or no, the Financial Times reported yesterday that Peltz is eyeing a possible takeover of Wendy's. Old-timers will remember that this isn't the first time Trian has tried to get its hands on Wendy's. Seeking Alpha Actually, this makes three separate attempts. So in this article, I want to talk about what’s changed in Wendy’s lately and try to pinpoint a possible bid price that Trian could pay for Wendy’s. And just for the record, since my last article about Wendy’s, the stock has delivered a total return of ~6.7%, thanks to the hefty dividend yield and a little help from Trian. It’s still lower than the S&P over the same stretch (almost 8%), but it fits perfectly with my narrative of well-covered dividends and huge FCF yield. A Not-So-Biggie Quarter Right off the bat, you can see that Wendy's biggest drag is still the U.S. Here's a peek at Wendy's same-store sales in three segments (Global, U.S., and International) compared to othe...
TORONTO, May 14, 2026 (GLOBE NEWSWIRE) -- Electra Battery Materials Corporation (NASDAQ: ELBM; TSX-V: ELBM) (“Electra” or the “Company”) today filed its operating results for the three months ended March 31, 2026, including the completion of several milestones in the construction of North America’s first battery-grade cobalt sulfate refinery.
TORONTO, May 14, 2026 (GLOBE NEWSWIRE) -- Electra Battery Materials Corporation (NASDAQ: ELBM; TSX-V: ELBM) (“Electra” or the “Company”) today filed its operating results for the three months ended March 31, 2026, including the completion of several milestones in the construction of North America’s first battery-grade cobalt sulfate refinery.
HOUSTON, May 14, 2026 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR, “Intuitive Machines,” or the “Company”), a leading space technology and infrastructure services company, today announced its financial results for the first quarter ended March 31, 2026.
HOUSTON, May 14, 2026 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR, “Intuitive Machines,” or the “Company”), a leading space technology and infrastructure services company, today announced its financial results for the first quarter ended March 31, 2026.
MONTRÉAL, 14 mai 2026 (GLOBE NEWSWIRE) -- Groupe Dynacor inc. (TSX : DNG) (« Dynacor » ou la « Société ») a annoncé aujourd’hui ses résultats financiers et opérationnels 1 non audités pour le premier trimestre clos le 31 mars 2026.
MONTRÉAL, 14 mai 2026 (GLOBE NEWSWIRE) -- Groupe Dynacor inc. (TSX : DNG) (« Dynacor » ou la « Société ») a annoncé aujourd’hui ses résultats financiers et opérationnels 1 non audités pour le premier trimestre clos le 31 mars 2026.
Record revenue and gross profits driven by Canadian commercial growth and proprietary product expansion Continued advancement of pharmaceutical pipeline, medical affairs initiatives and international platform
Record revenue and gross profits driven by Canadian commercial growth and proprietary product expansion Continued advancement of pharmaceutical pipeline, medical affairs initiatives and international platform
Company Introduces Condor, Merlin’s first product, bringing Merlin Pilot to large, multi-crew aircraft for civil and defense missions Company Introduces Condor, Merlin’s first product, bringing Merlin Pilot to large, multi-crew aircraft for civil and defense missions
Company Introduces Condor, Merlin’s first product, bringing Merlin Pilot to large, multi-crew aircraft for civil and defense missions Company Introduces Condor, Merlin’s first product, bringing Merlin Pilot to large, multi-crew aircraft for civil and defense missions
OMAHA, NE, May 14, 2026 (GLOBE NEWSWIRE) -- FitLife Brands, Inc. (“ FitLife ” or the “ Company ”) (NASDAQ: FTLF), a provider of innovative and proprietary nutritional supplements and wellness products, today announced financial results for the first quarter ended March 31, 2026.
OMAHA, NE, May 14, 2026 (GLOBE NEWSWIRE) -- FitLife Brands, Inc. (“ FitLife ” or the “ Company ”) (NASDAQ: FTLF), a provider of innovative and proprietary nutritional supplements and wellness products, today announced financial results for the first quarter ended March 31, 2026.