Kratos Defense & Security Solutions (NASDAQ: KTOS) stock has been declining for the last 10 weeks. That trend continued early today, with two new Securities and Exchange Commission (SEC) filings potentially serving as the trigger. After dropping nearly 6% this morning, though, Kratos shares recovered from that loss. The stock was up by 1.9% as of 10:38 a.m. ET. That still leaves the drone and mili...
Kratos Defense & Security Solutions (NASDAQ: KTOS) stock has been declining for the last 10 weeks. That trend continued early today, with two new Securities and Exchange Commission (SEC) filings potentially serving as the trigger. After dropping nearly 6% this morning, though, Kratos shares recovered from that loss. The stock was up by 1.9% as of 10:38 a.m. ET. That still leaves the drone and military technology company down 46% since mid-January. Image source: Getty Images. Continue reading
BrianAJackson/iStock via Getty Images Investment Overview When I last covered Omeros Corporation ( OMER ) for Seeking Alpha in October last year , its stock was soaring in value on news of a deal struck with Novo Nordisk ( NVO ), to license its drug candidate zaltenibart to the Danish pharma giant in exchange for $340m in upfront and near-term milestone payments, up to a total of 2.1 billion dolla...
BrianAJackson/iStock via Getty Images Investment Overview When I last covered Omeros Corporation ( OMER ) for Seeking Alpha in October last year , its stock was soaring in value on news of a deal struck with Novo Nordisk ( NVO ), to license its drug candidate zaltenibart to the Danish pharma giant in exchange for $340m in upfront and near-term milestone payments, up to a total of 2.1 billion dollars, including potential development and commercial milestones, plus tiered royalties on net sales. The drug was being developed to treat paroxysmal nocturnal hemoglobinuria ("PNH"), C3 Glomerulopathy, and other alternative pathway disorders, and Novo Nordisk planned to initiate a Phase 3 study in PNH. The deal has been invaluable for Omeros - a company that reported an operating loss of >$(150m) in every year between 2020 and 2024, and a loss of $(146m) in 2019, and had been warning investors about its ability meet its financial obligations, which involved some high interest debt. Omeros had been trying for many years to secure approval for its other lead asset, narsoplimab, in the indication of hematopoietic stem cell transplant-associated thrombotic microangiopathy ("HSCT-TMA"), and after an initial rejection from the FDA in 2021, had finally resubmitted a biologics license application ("BLA"), and, after the FDA postponed its decision by three months, was anticipating a decision in December 2025. I gave Omeros stock a Buy rating last October, writing that: After yesterday's gains, Omeros' market cap valuation is ~$700m, but I wonder if that valuation may have crept >$1bn come the end of 2025 if the FDA gives narsoplimab the thumbs up in December. Although we can never be sure, it strikes me that the FDA's original denial of approval to narsoplimab may have been an unlucky break for Omeros, but the company still has a shot of realising the >$500m peak revenue opportunity analysts had speculated back in 2021 - once again, the standard of care ("SoC") is Soliris/Ultomiris, ...
Within the communications services sector ( XLC ), mostly Interactive Media and Services and Media stocks were dominating in terms of positioning in end-March. Here are the five most shorted communications services stocks with market capitalizations of up to $2 billion (as a % of shares outstanding) Tripadvisor ( TRIP ), Short interest: 26.03%. Telesat ( TSAT ), Short interest: 23.95%. Oriental Cu...
Within the communications services sector ( XLC ), mostly Interactive Media and Services and Media stocks were dominating in terms of positioning in end-March. Here are the five most shorted communications services stocks with market capitalizations of up to $2 billion (as a % of shares outstanding) Tripadvisor ( TRIP ), Short interest: 26.03%. Telesat ( TSAT ), Short interest: 23.95%. Oriental Culture Holding ( OCG ), Short interest: 22.25%. AMC Entertainment Holdings ( AMC ), Short interest: 20.26%. Angi ( ANGI ), Short interest: 19.63%. Here are the five least shorted communications services stocks with market capitalizations of up to $2 billion: (as a % of shares outstanding) Reading International ( RDIB ), Short interest: 0.50%. Harte Hanks ( HHS ), Short interest: 0.51%. TryHard Holdings ( THH ), Short interest: 0.53%. Amber International Holding ( AMBR ), Short interest: 0.53%. IZEA Worldwide ( IZEA ), Short interest: 0.55%. More on Communication Services Select Sector SPDR Fund XLC: Further TMT Downside Possible, Here's Where To Buy (Rating Downgrade) Communication Services posts weak performance in Q1; VZ tops chart and TTD, DIS among losers S&P 500 logs weakest Q1 performance since 2022 - here’s what drove the moves Seeking Alpha’s Quant Rating on Communication Services Select Sector SPDR Fund Dividend scorecard for Communication Services Select Sector SPDR Fund
格隆汇4月2日｜美国稀土公司涨超10%，领涨美股稀土概念股，United States Antimony、American Resources涨近7%，Rare Element Resources涨超6%，MP Materials、Critical Metals涨超2%。 消息面上，美国稀土公司宣布，其位于俄克拉荷马州斯蒂尔沃特的首条稀土磁体生产线已投入运行，将于4月开始商业发货，预计12月底前达...
格隆汇4月2日｜美国稀土公司涨超10%，领涨美股稀土概念股，United States Antimony、American Resources涨近7%，Rare Element Resources涨超6%，MP Materials、Critical Metals涨超2%。 消息面上，美国稀土公司宣布，其位于俄克拉荷马州斯蒂尔沃特的首条稀土磁体生产线已投入运行，将于4月开始商业发货，预计12月底前达到年产600吨的满负荷产能。公司表示，到2027年该工厂产能将提升至1200吨/年。今年1月，美国稀土公司与美国商务部签署16亿美元资金支持的非约束性协议，用于建设矿场为磁体生产提供原料。(格隆汇)
Within the communications services sector ( XLC ), media stocks remain the most shorted ones as of end-March, with Sphere Entertainment ( SPHR ) taking the lead. Sphere Entertainment has a short interest of 24.60%, while EchoStar ( SATS ) at 19.96%, is the second highest-shorted company among all communications services stocks with a market capitalization of over $2B. Seeking Alpha’s Quant rating ...
Within the communications services sector ( XLC ), media stocks remain the most shorted ones as of end-March, with Sphere Entertainment ( SPHR ) taking the lead. Sphere Entertainment has a short interest of 24.60%, while EchoStar ( SATS ) at 19.96%, is the second highest-shorted company among all communications services stocks with a market capitalization of over $2B. Seeking Alpha’s Quant rating has a Strong Buy for Sphere Entertainment, with a score of 4.96. EchoStar also received a cautious Hold . On the other hand, both stocks got a Buy rating from Wall Street analysts. The S&P 500’s communications services sector ( XLC ), which comprises companies involved in industries including Wireless Telecommunication Services, Interactive Media and Services as well as Entertainment, has fallen over 6% so far this year, compared to the nearly 4% fall in the broader market. At the other end of the spectrum, Alphabet ( GOOG ) and T-Mobile US ( TMUS ) were among the least shorted communication services stocks, with short interest of 0.64% and 1.09%, respectively. Here are the top 5 most shorted communications services stocks, all with a market capitalization above $2 billion (as a % of shares outstanding): Sphere Entertainment ( SPHR ) 24.60% short interest. EchoStar ( SATS ) 19.96% short interest. AST SpaceMobile ( ASTS ) 15.65% short interest. Pinterest ( PINS ) 15.39% short interest. Fox ( FOXA ) 15.25% short interest. Here are the least shorted communications services stocks, with a market capitalization above $2 billion: Alphabet ( GOOG ) 0.64% short interest. T-Mobile US ( TMUS ) 1.09% short interest. Meta Platforms ( META ) 1.11% short interest. Walt Disney ( DIS ) 1.13% short interest. Millicom International Cellular ( TIGO ) 1.16% short interest. More on Communication Services Select Sector SPDR Fund XLC: Further TMT Downside Possible, Here's Where To Buy (Rating Downgrade) Communication Services posts weak performance in Q1; VZ tops chart and TTD, DIS among losers S...
An employee of the property management firm at Hong Kong’s inferno-ravaged Wang Fuk Court housing estate has admitted the company failed in its contractual obligations to identify and follow up on fire hazards, while none of its top management testified at an evidential hearing into the disaster. The eighth day of the hearing by the independent committee investigating the November 26 blaze that cl...
An employee of the property management firm at Hong Kong’s inferno-ravaged Wang Fuk Court housing estate has admitted the company failed in its contractual obligations to identify and follow up on fire hazards, while none of its top management testified at an evidential hearing into the disaster. The eighth day of the hearing by the independent committee investigating the November 26 blaze that claimed 168 lives centred on Cheng Tsz-ying, a property officer at ISS EastPoint, the property...
A satellite view of the Strait of Hormuz, a strategic waterway between Iran and Oman that links the Persian Gulf to the Arabian Sea. Gallo Images | Getty Images Iran and Oman are drafting a protocol to "monitor transit" through the Strait of Hormuz, Iranian state news agency IRNA reported Thursday morning, citing an official. Tanker traffic through the key oil-shipping route "should be supervised ...
A satellite view of the Strait of Hormuz, a strategic waterway between Iran and Oman that links the Persian Gulf to the Arabian Sea. Gallo Images | Getty Images Iran and Oman are drafting a protocol to "monitor transit" through the Strait of Hormuz, Iranian state news agency IRNA reported Thursday morning, citing an official. Tanker traffic through the key oil-shipping route "should be supervised and coordinated" with the two countries, said Kazem Gharibabadi, Iran's deputy minister of legal and international affairs, according to a translation of IRNA's report. "Of course, these requirements will not mean restrictions, but rather to facilitate and ensure safe passage and provide better services to ships that pass through this route," Gharibabadi reportedly said. U.S. stock indexes, which were trading sharply lower Thursday morning after President Donald Trump signaled that the Iran war will continue for weeks to come, suddenly turned higher following IRNA's report. Oil prices, which likewise had surged overnight, eased from their highs of the day on the Oman news. The Strait of Hormuz, the vital artery for much of the world's oil transit, has been effectively closed since the war started on Feb. 28 with U.S. and Israeli strikes on Iran. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Colleen Michaels Microsoft ( MSFT ) released a trio of new artificial intelligence models built in-house, which are available at competitive pricing, pushing them into direct competition with offerings from Google ( GOOG )( GOOGL ), OpenAI ( OPENAI ), and a range of AI startups. "We're bringing our growing MAI model family to every developer in Foundry, including MAI-Transcribe-1, the most accurat...
Colleen Michaels Microsoft ( MSFT ) released a trio of new artificial intelligence models built in-house, which are available at competitive pricing, pushing them into direct competition with offerings from Google ( GOOG )( GOOGL ), OpenAI ( OPENAI ), and a range of AI startups. "We're bringing our growing MAI model family to every developer in Foundry, including MAI-Transcribe-1, the most accurate transcription model in the world across 25 languages; MAI-Voice-1, natural, expressive speech generation; and MAI-Image-2, our most capable image model yet," said Microsoft CEO Satya Nadella in a post on X. Users can access these new models through Microsoft Foundry and the MAI Playground. Prices for MAI-Transcribe-1 start at $0.36 per hour, MAI-Voice-1 starts at $22 per 1M characters, and MAI-Image-2 starts at $5 per 1M tokens for text input and $33 per 1M tokens for image output. In comparison, Google's Gemini 3 Pro Image generation model runs $120 per 1M tokens, and Gemini 3.1 Flash Image costs $60 per 1M tokens. Microsoft said its MAI-Transcribe-1 is the most accurate transcription model on the market. Across all languages, it produced a mean word error rate of 3.9%. OpenAI's GPT-Transcribe had a 4.2% error rate, Gemini 3.1 Flash had a 4.9% error rate, and OpenAI's Whisper-large-v3 had a 7.6% error rate. "At Microsoft AI, we're building Humanist AI," said Mustafa Suleyman, CEO of Microsoft AI. "We have a distinct view when creating our AI models—putting humans at the center, optimizing for how people actually communicate, training for practical use. You'll see more models from us soon in Foundry and directly in Microsoft products and experiences." More on Microsoft and Alphabet Microsoft's AI Reset Created A Rare Bargain Microsoft: A Gift At 22x P/E (Rating Upgrade) Microsoft: Value Investor's Dream Stocks to watch after market on Wednesday: EL, SHAK, CVX Utah man files class action lawsuit against Perplexity for sharing search data with Google, Meta
Plug Power (NASDAQ: PLUG) , a developer of hydrogen charging technologies, trades at about $2 today. That's a 99% decline from its reverse split-adjusted IPO price of $150 in 1999. At first glance, Plug might seem like one of the many companies that never recovered from the dot-com crash. It might also seem like a risky stock to buy in this turbulent market. However, it could be well-positioned to...
Plug Power (NASDAQ: PLUG) , a developer of hydrogen charging technologies, trades at about $2 today. That's a 99% decline from its reverse split-adjusted IPO price of $150 in 1999. At first glance, Plug might seem like one of the many companies that never recovered from the dot-com crash. It might also seem like a risky stock to buy in this turbulent market. However, it could be well-positioned to deliver multibagger gains over the next few years. Image source: Getty Images. Plug Power mainly sells hydrogen fuel cells, electrolyzers, and storage systems. It's deployed over 74,000 fuel cell systems across five continents, and its top customers include Amazon and Walmart . It's ramping up its production of green hydrogen in the U.S. while aggressively cutting costs with its "Project Quantum Leap" initiative. Continue reading