Olga Yastremska/iStock via Getty Images The last time I spoke about Assembly Biosciences ( ASMB ) it was in a Seeking Alpha article entitled " Assembly Biosciences: Positive Data Of ABI-5366 Brings 2 Fall Program Catalysts ." With respect to this article, I mentioned that the company was working on the development of two long-acting helicase-primase inhibitors [HPIs], ABI-5366 and ABI-1179, for th...
Olga Yastremska/iStock via Getty Images The last time I spoke about Assembly Biosciences ( ASMB ) it was in a Seeking Alpha article entitled " Assembly Biosciences: Positive Data Of ABI-5366 Brings 2 Fall Program Catalysts ." With respect to this article, I mentioned that the company was working on the development of two long-acting helicase-primase inhibitors [HPIs], ABI-5366 and ABI-1179, for the treatment of patients with recurrent genital herpes with Gilead Sciences ( GILD ). The company reported positive data throughout 2025 with respect to the HPI program, which was a huge win for the expected catalysts that took place. The latest update is that Gilead did end up exercising its option to license both ABI-5366 and ABI-1179. Assembly received a $35 million payment because of it and could also be eligible to earn up to $330 million in milestone payments plus tiered royalties on net sales. In lieu of milestones, the company holds the option to instead do a 40% share of costs and profits. It hasn't chosen this route yet, but it expects to decide this in mid-2026. This is one milestone to consider with respect to this biotech. With that being said, a phase 2 initiation for this HPI program is expected to happen by the end of 2026. I had a Buy rating the last time around, and I'm going to stick with this rating again. Not just because Gilead exercised its option to license the entire HPI program, but also because it is making a solid move on another front with respect to its pipeline. This would be the development of ABI-6250 for the treatment of patients with Hepatitis Delta Virus [HDV] in a phase 1a study. Speaking of which, positive interim data from this trial was released already, which I will be going over below in detail. There are two catalysts at play with respect to this specific program advancement. The first of which is that Assembly Biosciences is on track to initiate a phase 2 study using ABI-6250 to treat these patients by the end of 2026. The second o...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is drawing fresh scrutiny after its $20 billion licensing deal with AI startup Groq triggered questions from US lawmakers over whether the structure may have been designed to avoid antitrust review while still expanding its influence across the AI stack. Senators Elizabeth Warren and Richard Blum (Trades, Portfolio)enthal sent a letter...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is drawing fresh scrutiny after its $20 billion licensing deal with AI startup Groq triggered questions from US lawmakers over whether the structure may have been designed to avoid antitrust review while still expanding its influence across the AI stack. Senators Elizabeth Warren and Richard Blum (Trades, Portfolio)enthal sent a letter to Chief Executive Jensen Huang seeking more details, warning the arrangement could potentially limit competition and further entrench Nvidia's position in AI computing, where its chips already play a central role in training large language models. The deal, finalized at the end of 2025, gives Nvidia a non-exclusive license to Groq's technology while also bringing in key talent, including Groq CEO Jonathan Ross, even as the startup continues to operate as an independent business. Nvidia has emphasized that it did not acquire Groq, noting that the company remains separate and its cloud operations continue to run independently, though a large portion of Groq's engineers and hardware designers have joined Nvidia. The structure has drawn attention because the agreement was not submitted for antitrust review, at a time when similar licensing-and-hiring arrangements by major tech companies have increasingly come under regulatory focus. At the same time, the tie-up could deepen Nvidia's reach into inference computing, an area where Groq specializes and where competition is broader compared with the training segment Nvidia dominates. The company is already moving to integrate Groq technology into a new AI computing platform unveiled at its annual conference this week, suggesting the partnership could expand its product capabilities. With regulators, including the Federal Trade Commission, signaling closer scrutiny of such deal structures, the Nvidia-Groq arrangement may remain under review as policymakers weigh its potential impact on competition in the rapidly evolving AI market.
A more measured approach to pricing this year — along with new menu items and an effort to ride the high-protein craze — could help demand, Mizuho analysts say.
A more measured approach to pricing this year — along with new menu items and an effort to ride the high-protein craze — could help demand, Mizuho analysts say.
NASA is revising its moon-landing plans, reducing Boeing’s role while elevating SpaceX’s Starship rocket to do the job of propelling astronauts to lunar orbit, according to sources. Caroline Hyde and Ed Ludlow discuss the news with Bloomberg's space reporter Loren Grush and Laurie Leshin, Arizona State University Professor of Space Futures and former director of NASA's Jet Propulsion Laboratory. T...
NASA is revising its moon-landing plans, reducing Boeing’s role while elevating SpaceX’s Starship rocket to do the job of propelling astronauts to lunar orbit, according to sources. Caroline Hyde and Ed Ludlow discuss the news with Bloomberg's space reporter Loren Grush and Laurie Leshin, Arizona State University Professor of Space Futures and former director of NASA's Jet Propulsion Laboratory. They speak on "Bloomberg Tech." (Source: Bloomberg)
The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds. But not every company with momentum is a long-term winner, and plenty of investors have lost money betting on short-term fads. All that said, here is one stock we think lives up to the...
The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds. But not every company with momentum is a long-term winner, and plenty of investors have lost money betting on short-term fads. All that said, here is one stock we think lives up to the hype and two best left ignored. Two Stocks to Sell: Target (TGT) One-Month Return: -1.5% With a higher focus on style and aesthetics compared to other large general merchandise retailers, Target (NYSE:TGT) serves the suburban consumer who is looking for a wide range of products under one roof. Why Do We Pass on TGT? Weak same-store sales trends over the past two years suggest there may be few opportunities in its core markets to open new locations Commoditized inventory, bad unit economics, and high competition are reflected in its low gross margin of 28.1% Poor expense management has led to an operating margin of 5.1% that is below the industry average Target is trading at $114.94 per share, or 14.3x forward P/E. To fully understand why you should be careful with TGT, check out our full research report (it’s free). RenaissanceRe (RNR) One-Month Return: -2.5% Born in Bermuda after the devastating Hurricane Andrew created a crisis in the catastrophe insurance market, RenaissanceRe (NYSE:RNR) provides property, casualty, and specialty reinsurance and insurance solutions to customers worldwide, primarily through intermediaries. Why Do We Think Twice About RNR? Sales are projected to tank by 12.1% over the next 12 months as demand evaporates Day-to-day expenses have swelled relative to revenue over the last two years as its pre-tax profit margin fell by 2.8 percentage points Performance over the past two years shows its incremental sales were less profitable, as its 3.6% annual earnings per share growth trailed its revenue gains At $291.42 per share, RenaissanceRe trades at 1....
STORY: Amazon is planning a smartphone comeback more than a decade after one of the company's most high-profile flops. The Fire Phone was unveiled in 2014 and was overseen directly by founder Jeff Bezos. It was scrapped just over a year later. The latest effort, known internally as “Transformer,” is being developed within its devices and services unit, according to four people familiar with the ma...
STORY: Amazon is planning a smartphone comeback more than a decade after one of the company's most high-profile flops. The Fire Phone was unveiled in 2014 and was overseen directly by founder Jeff Bezos. It was scrapped just over a year later. The latest effort, known internally as “Transformer,” is being developed within its devices and services unit, according to four people familiar with the matter. Amazon's effort to develop a new smartphone has not been previously reported, and Reuters could not determine details like the anticipated price, the revenue Amazon hopes to generate, or the financial commitment that's been made to the project. The phone is seen as a potential mobile personalization device that can sync with home voice assistant Alexa and connect to Amazon's services – or make ordering from partners like Grubhub easier than ever, according to the sources. They added that a key focus of the Transformer project has been integrating AI. The initiative is the newest chapter in a years-long effort to bring to market Bezos’ long-held vision of a ubiquitous voice-driven computing assistant, similar to the voice-controlled computer in the TV series “Star Trek.” Bezos had envisioned a smartphone that had shopping at its core and could take on Apple by offering shipping convenience and discounts through the Prime membership. Along the way, Amazon could gain a wealth of new data about users. The timeline for Amazon's Transformer project is unclear, and the sources cautioned it could be scrapped if the strategy shifts or due to financial concerns. An Amazon spokesperson declined to comment when contacted by Reuters.
Nu Holdings NU remains a credit-heavy lender on the surface, but one factor clearly separates it from traditional financial institutions: its efficiency ratio. This single metric is increasingly shaping the company’s investment narrative. In the fourth quarter of 2025, NU delivered 45% year over year revenue growth while expanding its customer base to 131 million, adding 17 million users in just o...
Nu Holdings NU remains a credit-heavy lender on the surface, but one factor clearly separates it from traditional financial institutions: its efficiency ratio. This single metric is increasingly shaping the company’s investment narrative. In the fourth quarter of 2025, NU delivered 45% year over year revenue growth while expanding its customer base to 131 million, adding 17 million users in just one quarter. year over year. However, the real story lies in NU’s efficiency ratio, which has sharply declined from 78% in the fourth quarter of 2021 to just 20% recently. This indicates that NU is generating revenue at a fraction of the cost compared to traditional banks. When benchmarked against legacy institutions like JPMorgan Chase JPM and Bank of America BAC, the gap becomes evident. NU operates with a structurally superior cost model. Even when compared to fintech peers like SoFi Technologies (SOFI), NU stands out. While SoFi benefits from a diversified, fee-based ecosystem, NU’s advantage is rooted in operational efficiency. This allows NU to offer competitive pricing while still expanding margins. Despite being interest rate-sensitive, NU should not be viewed as a traditional bank. Its fintech-driven infrastructure enables scalability without proportional cost increases. This efficiency not only enhances profitability but also supports sustained growth. NU’s Price Performance, Valuation, Estimates The stock has declined 15% year to date compared with the industry’s 5% decline. Image Source: Zacks Investment Research From a valuation standpoint, NU trades at a forward price-to-earnings ratio of 15X, which is well above the industry’s 9.97X. It carries a Value Score of C. Image Source: Zacks Investment Research The Zacks Consensus Estimate for NU’s 2026 earnings has been on the rise over the past 60 days. NU stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. #1 Semiconductor Stock to Buy (Not...
Key Points The technology specialist for data centers reported strong revenue and earnings growth last year. Vertiv is well-positioned thanks to accelerating AI infrastructure investments by hyperscalers. Its stock remains attractively valued relative to many growth stocks in the AI arena. 10 stocks we like better than Vertiv › It's been a challenge navigating the technology sector so far in 2026....
Key Points The technology specialist for data centers reported strong revenue and earnings growth last year. Vertiv is well-positioned thanks to accelerating AI infrastructure investments by hyperscalers. Its stock remains attractively valued relative to many growth stocks in the AI arena. 10 stocks we like better than Vertiv › It's been a challenge navigating the technology sector so far in 2026. While megacap artificial intelligence (AI) stocks were once considered near locks for market-beating gains, recent selling pressure has investors thinking twice. While hyperscalers in particular continue to face scrutiny, growth can still be found elsewhere. Take Vertiv Holdings (NYSE: VRT) as a prime example: Shares have skyrocketed 62% so far this year -- absolutely dominating the "Magnificent Seven," S&P 500, and Nasdaq-100. 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 » Let's dig into the catalysts fueling Vertiv right now and explore why the stock's rally could be just getting started. Vertiv had a monster 2025, and... Vertiv specializes in power and cooling solutions for data centers. Over the last few years, the company's revenue has supercharged thanks to rising investment in AI infrastructure. Even better, however, is Vertiv's profitability. Per the trends below, the company has been able to command strong unit economics across its thriving data center empire -- expanding earnings growth in tandem with soaring revenue. The subtle theme from the figures above is that Vertiv's revenue and earnings-per-share (EPS) growth are getting steeper. In other words, the company's financial profile is accelerating. But don't just take my word for it. Consider that during the company's fourth-quarter earnings report, management guided for 2026 revenue between $13.3 and $13.7 billion, EPS in the range of $5.9...
allanswart/iStock via Getty Images Many of us agree that the U.S. economy is slowing down, but there are a couple of views on where it goes from here. One view suggests this is just a mid-cycle slowdown that will resolve to the upside when some growth catalysts kick in. However, the other view is that the slowdown will worsen and eventually lead to a recession. The National Bureau of Economic Rese...
allanswart/iStock via Getty Images Many of us agree that the U.S. economy is slowing down, but there are a couple of views on where it goes from here. One view suggests this is just a mid-cycle slowdown that will resolve to the upside when some growth catalysts kick in. However, the other view is that the slowdown will worsen and eventually lead to a recession. The National Bureau of Economic Research, or "NBER" is the private, non-profit organization that is the official arbiter when it comes to declaring recessions. The last time the NBER declared a recession was in 2020, when the pandemic caused what was the shortest recession on record, as it officially lasted only two months. One rule of thumb for the definition of a recession is often cited as being two consecutive quarters of declining GDP, but the NBER uses a broader definition, which is "a significant decline in economic activity spread across the economy, lasting more than a few months." However, the 2020 pandemic was so deep and widespread that the NBER immediately classified it as a recession, even though the economy started to rebound rapidly due to the massive amount of government stimulus. This 2020 recession was so brief that it was almost over before it started, making it just a blip for many of us. That means we must look back to the 2007 to 2009 Great Financial Crisis, or "GFC", if we want to consider the last recession that had some duration. The GFC recession was nearly 20 years ago, which means that there is a whole generation of people and investors who have never experienced a serious and long-lasting recession. I think there is a lot of complacency when it comes to considering the risks of a recession since so many investors have not experienced a serious one. Many also seem to believe that the Federal Reserve can ward off a recession with some rate cuts and stimulus. I think of recessions as a financial storm that clears out the excesses and ends weak business models, just as a weather-rela...
On February 17, 2026, Integral Health Asset Management disclosed a buy of 100,000 Vera Therapeutics (NASDAQ:VERA) shares, an estimated $3.55 million trade based on quarterly average pricing. According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Integral Health Asset Management increased its position in Vera Therapeutics by 100,000 shares. The estimated value of th...
On February 17, 2026, Integral Health Asset Management disclosed a buy of 100,000 Vera Therapeutics (NASDAQ:VERA) shares, an estimated $3.55 million trade based on quarterly average pricing. According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Integral Health Asset Management increased its position in Vera Therapeutics by 100,000 shares. The estimated value of this trade, based on the average closing price for the quarter ending December 31, 2025, is $3.55 million. The quarter-end value of the position rose by $41.75 million, reflecting share purchases and changes in the stock price. Vera Therapeutics, Inc. is a biotechnology company specializing in innovative therapies for immunological and kidney-related diseases. The company leverages advanced biologic platforms to address significant gaps in treatment for complex patient populations. Its strategic focus on late-stage clinical development and targeted indications positions it for potential leadership in the immunology therapeutics market. Continue reading
In this article WSM Follow your favorite stocks CREATE FREE ACCOUNT Marc Benioff, chief executive officer of Salesforce Inc., speaks during the 2025 Dreamforce conference in San Francisco, California, US, on Tuesday, Oct. 14, 2025. Michael Short | Bloomberg | Getty Images Salesforce announced this week that it executed the first steps in its debt-fueled $25 billion accelerated stock buyback plan. ...
In this article WSM Follow your favorite stocks CREATE FREE ACCOUNT Marc Benioff, chief executive officer of Salesforce Inc., speaks during the 2025 Dreamforce conference in San Francisco, California, US, on Tuesday, Oct. 14, 2025. Michael Short | Bloomberg | Getty Images Salesforce announced this week that it executed the first steps in its debt-fueled $25 billion accelerated stock buyback plan. That's half of the bigger $50 billion repurchase authorization approved in February. Raising debt to repurchase stock is a move that deserves scrutiny. After all, equity comes with neither the financial obligations nor the consequences of issuing debt. If a company misses a stock dividend payment, it doesn't look good, and the stock will get hit. However, there are no legal consequences or claims to be filed. If a company defaults on debt, it will face legal issues and claims from bondholders. We know why Salesforce wants to repurchase stock — management believes that last month's brutal sell-off on AI disruption fears has made the share price attractive — because, as CEO Marc Benioff said in Monday's press release: "We are so confident in the future of Salesforce." (Salesforce insiders are also buying. Board member and Williams-Sonoma CEO Laura Alber purchased about $500,000 worth of Salesforce stock on Thursday, and David Kirk, also a director and former chief scientist at Nvidia , picked up roughly $500,000 worth of Salesforce stock on Wednesday.) So, why is Salesforce issuing debt to buy back stock? Part of it may be that Benioff and company want to conserve cash. But mainly, it comes down to the cost of equity versus the cost of debt. CNBC Investing Club Reporter Paulina Likos and I actually touched on this concept briefly in a recent video about discounted cash flow valuation modeling. While the video was more focused on terminal value, we did cover the concept of a discounted rate, or the required rate of return an investor demands for investing in a given security. ...
UiPath PATH stands out in the competitive automation landscape for one simple reason: financial autonomy. At the close of the fourth quarter of fiscal 2026, the company held $1.47 billion in cash and equivalents and carried zero debt obligations. That clean balance sheet is more than a statistic; it’s a strategic advantage. In an environment where many technology peers juggle refinancing pressures...
UiPath PATH stands out in the competitive automation landscape for one simple reason: financial autonomy. At the close of the fourth quarter of fiscal 2026, the company held $1.47 billion in cash and equivalents and carried zero debt obligations. That clean balance sheet is more than a statistic; it’s a strategic advantage. In an environment where many technology peers juggle refinancing pressures or interest expenses, UiPath can channel dollars toward growth, innovation and strategic initiatives. A critical measure underscoring this strength is its current ratio of 2.48, higher than the industry benchmark of 2.1. This liquidity buffer ensures UiPath can cover near-term obligations while retaining ample capacity to seize opportunities in a fast-moving automation software market. Whether it’s scaling AI-driven capabilities, expanding into new geographies or acquiring niche automation providers, UiPath has the financial firepower to act decisively. This debt-free profile becomes even more compelling against the backdrop of a volatile macroeconomic climate. Enterprise IT spending often slows during uncertainty, but UiPath’s liquidity provides a cushion to weather downturns without sacrificing long-term strategic priorities. Unlike rivals who must balance innovation with repayment schedules, UiPath enjoys the luxury of deploying its capital aggressively. For investors, this balance sheet strength translates into durability and optionality. It minimizes downside risk while amplifying upside potential, particularly as global demand for automation accelerates. Put simply, UiPath’s financial foundation doesn’t just support growth; it enables bold bets on the future of enterprise automation. Peer Comparison Microsoft MSFT and ServiceNow NOW remain formidable rivals, but their financial strategies differ from UiPath’s. Microsoft, while a giant with unparalleled scale, must spread capital across diverse segments such as cloud, gaming and productivity software, somewhat dilutin...
BlackJack3D Chip and AI-related stocks were largely in the red on Friday amid the ongoing U.S.-Iran war, which has now stretched three weeks. The U.S. military is reportedly sending more forces to the Middle East, including three warships and thousands of additional Marines, U.S. officials said Friday. On Thursday, Israeli Prime Minister Netanyahu said the country is helping to reopen the Strait o...
BlackJack3D Chip and AI-related stocks were largely in the red on Friday amid the ongoing U.S.-Iran war, which has now stretched three weeks. The U.S. military is reportedly sending more forces to the Middle East, including three warships and thousands of additional Marines, U.S. officials said Friday. On Thursday, Israeli Prime Minister Netanyahu said the country is helping to reopen the Strait of Hormuz. Brent Futures ( CO1:COM ) climbed about 2%, while Crude Oil Futures ( CL1:COM ) jumped nearly 2.8%. The tech-focused Nasdaq Composite ( COMP:IND ) fell around 1.3%. At the same time, the benchmark S&P 500 ( SP500 ) declined about 0.8%. The blue-chip Dow ( DJI ) fell nearly 0.3%. Shares of AI chipmakers Nvidia ( NVDA ) and Advanced Micro Devices ( AMD ) each fell nearly 2%. Broadcom ( AVGO ) and Qualcomm ( QCOM ) each dipped about 1%. Several other AI and networking-related stocks were also in the red. Applied Optoelectronics ( AAOI ) tumbled about 12%, while Lumentum ( LITE ) and Coherent ( COHR ) each slumped nearly 9%. Ciena ( CIEN ) declined around 5%, Celestica ( CLS ) fell about 4%, and Arista Networks ( ANET ) declined nearly 3%. Cisco ( CSCO ) was also in the red. Micron Technology ( MU ) and Lattice Semiconductor ( LSCC ) each tumbled about 5%, while Intel ( INTC ) slumped nearly 4%. Taiwan Semiconductor Manufacturing ( TSM ) declined around 3%, while Marvell Technology ( MRVL ) fell nearly 2%. Analog Devices ( ADI ) dipped around 1%, while Texas Instruments ( TXN ) was also in the red. Meanwhile, some stocks seemed to buck the trend. Arm ( ARM ) surged about 4%, while GlobalFoundries ( GFS ) climbed about 2% on Friday. Chip equipment makers: ASML ( ASML ) fell nearly 4%, while Lam Research ( LRCX ) declined about 3%. Applied Materials ( AMAT ) and KLA ( KLAC ) each dipped around 2%. 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...
is a news editor with over a decade’s experience in journalism. He previously worked at Android Police and Tech Advisor. Posts from this author will be added to your daily email digest and your homepage feed. Where’s the Trump phone? We’re going to keep talking about it every week. We’ve reached out, as usual, to ask about the Trump phone’s whereabouts. Once again, we’re waiting for a response. It...
is a news editor with over a decade’s experience in journalism. He previously worked at Android Police and Tech Advisor. Posts from this author will be added to your daily email digest and your homepage feed. Where’s the Trump phone? We’re going to keep talking about it every week. We’ve reached out, as usual, to ask about the Trump phone’s whereabouts. Once again, we’re waiting for a response. It’s been more than a month since two Trump Mobile executives showed me what they claimed was the T1 Phone, and in the time since, there’s been… nothing. No news, no announcements, no phone. And the company has gone back to ignoring my emails. When I spoke to Don Hendrickson and Eric Thomas in early February, I was told that within “the next couple of weeks” the Trump Mobile website would be updated with a full spec sheet and imagery for the updated version of the phone that I was shown over a video call. That was six weeks ago, and the website hasn’t changed a bit. The pair also told me that by mid-March they expected the device to have cleared its certification with T-Mobile, the last hurdle before it could officially go on sale and start shipping to buyers. We’re getting into late March now, so I emailed Hendrickson and Thomas to ask if that certification has been completed, and received no reply. I emailed T-Mobile too, which declined to comment. The Trump Mobile executives wouldn’t commit to a March release date when we spoke, so perhaps this isn’t quite as egregious as when the T1 phone missed its August, September, and December 2025 launches. Still, it’s now been more than nine months since the phone was announced, in which time we’ve seen one bad render, two different spec sheets, and a blurry glimpse over Google Meet. This remains the best look we’ve had yet at what is supposed to be the final phone. Screenshot: Dominic Preston / The Verge If the Trump phone is real, it’s supposed to arrive soon. I remain unconvinced that it will — but as someone who’s dying to revie...
Key Points Hycroft Mining stock is down alongside gold and silver. The company had rocketed higher alongside the precious metals, but their prices are now falling. With no mine operational right now, investors should stay away from buying this stock. 10 stocks we like better than Hycroft Mining › Shares of Hycroft Mining (NASDAQ: HYMC) have slipped 18% so far this week, according to data from S&P ...
Key Points Hycroft Mining stock is down alongside gold and silver. The company had rocketed higher alongside the precious metals, but their prices are now falling. With no mine operational right now, investors should stay away from buying this stock. 10 stocks we like better than Hycroft Mining › Shares of Hycroft Mining (NASDAQ: HYMC) have slipped 18% so far this week, according to data from S&P Global Market Intelligence. The prospective gold and silver miner is falling because the prices of both metals have fallen during the market uproar over the conflict between the United States, Israel, and Iran. After zooming to start the year, Hycroft Mining stock is down 44% from its highs. Here's why it was falling yet again, and whether now is a good time to buy the dip on the stock. 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 » Following metals prices Hycroft Mining owns a prospective gold and silver mine in Nevada. The company is currently not operating its mine but is exploring the potential resources it has, with updates this year highlighting larger deposits than it originally believed it had. Along with gold and silver prices rocketing higher, Hycroft Mining became one of the top-performing stocks worldwide, with shares at one point up 1,000% over the last 12 months. Now, with silver almost cut in half and gold down from $5,500 to around $4,500, investors have lost their love for mining stocks. Should you buy the dip? At the end of the day, mining stocks are going to follow the price of the metals or commodities they mine, and Hycroft Mining is no exception. What's unfortunate is that the company cannot capitalize on these elevated gold and silver prices because it does not currently have an operating mine. It may not have one for many years, and is not guiding for any production in 2026. This ...
Manager believes league has left itself open to criticism Anger at Everton over perceived double standards David Moyes has called on the Premier League to provide a fuller explanation of why Chelsea were not deducted points for breaking its financial rules under the ownership of Roman Abramovich. Everton were deducted 10 points in November 2023, reduced to six on appeal, plus a further two points ...
Manager believes league has left itself open to criticism Anger at Everton over perceived double standards David Moyes has called on the Premier League to provide a fuller explanation of why Chelsea were not deducted points for breaking its financial rules under the ownership of Roman Abramovich. Everton were deducted 10 points in November 2023, reduced to six on appeal, plus a further two points later that season for breaches of the Premier League’s profitability and sustainability rules (PSR). Nottingham Forest were deducted four points that season for a PSR breach. The Premier League had argued for a 12-point deduction for Everton over the first offence – a breach of £19.5m over a three-year period – and an eight-point deduction for Forest. The Premier League announced on Monday that Chelsea had received a record fine of £10.75m , a suspended transfer embargo and a nine-month academy transfer ban for engaging in “deception and concealment” when making illicit payments totalling £47.5m to sign players during a seven-year period under Abramovich. In the written reasons for the “sanction agreement”, the Premier League stressed that Chelsea would not have breached PSR rules and frequently commends the club’s new owners, Clearlake Capital, for self-reporting the breaches. A points deduction in this case “was not appropriate”, according to the agreement signed by Premier League chief executive Richard Masters. There is anger and dismay at Everton over the perceived double standards at play in the Premier League’s disciplinary system. Moyes, who was West Ham manager when Everton broke financial rules and received the points deductions, believes the league has left itself open to criticism with the explanation given for Chelsea’s fine. “I would actually like to hear a bit more about it,” the Everton manager said. “I’m expecting more of the details and why – and this isn’t against Chelsea as I wasn’t at Everton at the time we were deducted a huge points number. I don’t th...
Anduril Industries is ready to roll its first uncrewed Fury fighter off a production line in Ohio this summer, producing the computer-brained plane with a novel techniques: made-by-hand assembly without complicated machinery or robotics. In a former distribution warehouse amid farm fields near Rickenbacker International Airport outside of Columbus, the line at Anduril’s Arsenal 1 factory was empty...
Anduril Industries is ready to roll its first uncrewed Fury fighter off a production line in Ohio this summer, producing the computer-brained plane with a novel techniques: made-by-hand assembly without complicated machinery or robotics. In a former distribution warehouse amid farm fields near Rickenbacker International Airport outside of Columbus, the line at Anduril’s Arsenal 1 factory was empty of parts and people this week. But in a few days, the company plans to begin assembling the first jet-powered Fury, chosen alongside the General Atomics Merlin for the first increment of the US Air Force’s Collaborative Combat Aircraft program. The Air Force effort aims to field a large numbers of low-cost autonomous planes that can operate alongside piloted fighter jets, with the first increment designed around sensors and weapons carriage. Increment two will have separate requirements, and a new round of competitors. While the Pentagon has not said how many CCAs it plans to buy, Anduril says it expects to build 50 aircraft a year, with the first Fury completed this summer and production accelerating next year. “We don’t think of that as, ‘let’s build the most exotic thing and then figure out how to make it later,” Matt Grimm, Anduril co-founder and chief operating officer, said at Arsenal 1. “From day one, we’re thinking how do we design this thing to be as manufacturable as possible.” About 94% of Fury’s components are commercially available or built to widely used specifications, including a business-jet engine and standard aircraft parts. Anduril designed the landing gear, which is being produced by another company. At full capacity, the line could produce up to 150 Furys a year, potentially adding global customers alongside the Air Force. Anduril plans to build other weapon systems at Arsenal 1, including Roadrunner, an autonomous jet-powered drone for countering unmanned aircraft system or cruise missile threats, and Barracuda, a low-cost autonomous cruise missile, ...