Key Points Broad Bay Capital Management initiated a new position in Hub Group during the fourth quarter, buying up 714,000 shares. The quarter-end position value increased by $30.42 million as a result of the new stake. This marks a meaningful new position, representing 3% of fund AUM. 10 stocks we like better than Hub Group › Broad Bay Capital Management opened a new stake in Hub Group (NASDAQ:HU...
Key Points Broad Bay Capital Management initiated a new position in Hub Group during the fourth quarter, buying up 714,000 shares. The quarter-end position value increased by $30.42 million as a result of the new stake. This marks a meaningful new position, representing 3% of fund AUM. 10 stocks we like better than Hub Group › Broad Bay Capital Management opened a new stake in Hub Group (NASDAQ:HUBG) during the fourth quarter, acquiring 714,000 shares worth $30.42 million, according to a February 17, 2026, SEC filing. What happened According to an SEC filing dated February 17, 2026, Broad Bay Capital Management reported acquiring 714,000 shares of Hub Group during the fourth quarter. The position’s quarter-end value stood at $30.42 million, reflecting both the share acquisition and any price movement during the period. What else to know This was a new position for Broad Bay, representing roughly 3% of its reported 13F assets under management as of December 31, 2025. Top holdings after the filing: NASDAQ:BATRK: $86.90 million (9.9% of AUM) NYSE:RKT: $80.29 million (9.2% of AUM) NASDAQ:APP: $67.50 million (7.7% of AUM) NASDAQ:CVCO: $66.93 million (7.6% of AUM) NYSE:AIR: $55.01 million (6.3% of AUM) As of Friday, Hub Group shares were priced at $34.81, down 5.5% 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) $3.73 billion Net Income (TTM) $105.02 million Dividend Yield 1.5% Price (as of Friday) $34.81 Company snapshot Hub Group offers transportation and logistics management services, including intermodal, truckload, less-than-truckload, dedicated trucking, final mile, and international transportation, as well as warehousing and fulfillment solutions. The firm generates revenue primarily by providing integrated freight, logistics, and supply chain solutions to a diverse customer base, leveraging owned and leased equipment and management infrastructure. It serves a broad range of ...
CoreWeave Inc. (NASDAQ:CRWV) is one of the most promising stocks under $100 to buy. On March 16, CoreWeave announced a significant expansion of its AI-native cloud platform at the NVIDIA GTC conference, introducing the general availability of NVIDIA HGX B300 instances. This new generation of hardware, part of the Blackwell Ultra platform, features a 50% increase in memory and doubled node-to-node ...
CoreWeave Inc. (NASDAQ:CRWV) is one of the most promising stocks under $100 to buy. On March 16, CoreWeave announced a significant expansion of its AI-native cloud platform at the NVIDIA GTC conference, introducing the general availability of NVIDIA HGX B300 instances. This new generation of hardware, part of the Blackwell Ultra platform, features a 50% increase in memory and doubled node-to-node bandwidth to support long-context inference and models with over 100 billion parameters. To maintain sustained peak performance for these mission-critical workloads, every server is managed by state-of-the-art liquid cooling technology to prevent thermal throttling. The platform expansion is specifically designed to support the industry shift from large-scale model training to the deployment of autonomous agents and physical AI. Through a partnership with Weights & Biases, CoreWeave is introducing environment-free reinforcement learning and advanced production evaluations. These tools allow agents to learn through continual on-the-job training rather than costly simulated environments, while automated scoring and failure detection help researchers refine models based on real-world user interactions. Looking ahead, CoreWeave Inc. (NASDAQ:CRWV) expects to be among the first cloud providers to deploy the NVIDIA Vera Rubin NVL72 platform in H2 2026. CoreWeave (CRWV) Expands AI Cloud Platform With NVIDIA HGX B300 Instances for Blackwell Ultra Photo by Javier Esteban on Unsplash CoreWeave Inc. (NASDAQ:CRWV) is a cloud infrastructure company that provides the CoreWeave Cloud platform. This platform comprises proprietary software and cloud services for the automation and efficiency needed for complex AI infrastructure at scale. While we acknowledge the potential of CRWV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trum...
Itron Inc. (NASDAQ:ITRI) is one of the most promising stocks under $100 to buy. On March 16, Itron announced that it is expanding its AI-powered distributed intelligence capabilities through a collaboration with Nvidia (NASDAQ:NVDA) to modernize electric grid management. The companies recently showed the integration of Itron’s grid edge intelligence applications with the Nvidia Jetson platform. Th...
Itron Inc. (NASDAQ:ITRI) is one of the most promising stocks under $100 to buy. On March 16, Itron announced that it is expanding its AI-powered distributed intelligence capabilities through a collaboration with Nvidia (NASDAQ:NVDA) to modernize electric grid management. The companies recently showed the integration of Itron’s grid edge intelligence applications with the Nvidia Jetson platform. This integration allows for real-time data analysis directly from Itron endpoints, strengthening the ability of utilities to manage complex energy and water infrastructure with greater precision. The collaboration focuses on harnessing high-performance compute to process waveform data at the grid edge for local anomaly detection. By deploying AI locally, the system can identify systemic risks such as electrical faults or wildfire threats much faster than traditional centralized methods. This approach enables continuous learning, allowing the infrastructure to recognize and predict hazardous conditions, which reduces risks to people and property while improving situational awareness for utility providers. Itron (ITRI), Nvidia (NVDA) Collaborate to Integrate AI-Powered Grid Edge Intelligence With Jetson Platform Copyright: kadmy / 123RF Stock Photo As grid topology grows increasingly complex, this partnership addresses the urgent need for low-latency processing of high-fidelity data closer to the source. Itron’s distributed intelligence portfolio, supported by Nvidia’s high-performance hardware, allows for AI-assisted analytics at scale across the entire distribution grid. This shift toward edge-based inference ensures that utilities can make faster, more informed decisions to maintain the resiliency, reliability, and affordability of the modern power grid. Itron Inc. (NASDAQ:ITRI) offers end-to-end tech solutions to manage energy, water, and smart city operations. The company operates through the Device Solutions, Networked Solutions, Outcomes, and Resiliency Solutions segment...
Itron Inc. (NASDAQ:ITRI) is one of the most promising stocks under $100 to buy. On March 16, Itron announced that it is expanding its AI-powered distributed intelligence capabilities through a collaboration with Nvidia (NASDAQ:NVDA) to modernize electric grid management. The companies recently showed the integration of Itron’s grid edge intelligence applications with the Nvidia Jetson platform. Th...
Itron Inc. (NASDAQ:ITRI) is one of the most promising stocks under $100 to buy. On March 16, Itron announced that it is expanding its AI-powered distributed intelligence capabilities through a collaboration with Nvidia (NASDAQ:NVDA) to modernize electric grid management. The companies recently showed the integration of Itron’s grid edge intelligence applications with the Nvidia Jetson platform. This integration allows for real-time data analysis directly from Itron endpoints, strengthening the ability of utilities to manage complex energy and water infrastructure with greater precision. The collaboration focuses on harnessing high-performance compute to process waveform data at the grid edge for local anomaly detection. By deploying AI locally, the system can identify systemic risks such as electrical faults or wildfire threats much faster than traditional centralized methods. This approach enables continuous learning, allowing the infrastructure to recognize and predict hazardous conditions, which reduces risks to people and property while improving situational awareness for utility providers. Itron (ITRI), Nvidia (NVDA) Collaborate to Integrate AI-Powered Grid Edge Intelligence With Jetson Platform Copyright: kadmy / 123RF Stock Photo As grid topology grows increasingly complex, this partnership addresses the urgent need for low-latency processing of high-fidelity data closer to the source. Itron’s distributed intelligence portfolio, supported by Nvidia’s high-performance hardware, allows for AI-assisted analytics at scale across the entire distribution grid. This shift toward edge-based inference ensures that utilities can make faster, more informed decisions to maintain the resiliency, reliability, and affordability of the modern power grid. Itron Inc. (NASDAQ:ITRI) offers end-to-end tech solutions to manage energy, water, and smart city operations. The company operates through the Device Solutions, Networked Solutions, Outcomes, and Resiliency Solutions segment...
Welcome to The Sixth Bureau podcast by Bloomberg and iHeart Media. A transcript of the sixth episode is below. Listen and subscribe to the podcast on Apple , Spotify , iHeart or wherever you get your podcasts, and learn more about the project here . Nothing Is Holy Our transcripts are generated by a combination of software and human editors, and may contain slight differences between the text and ...
Welcome to The Sixth Bureau podcast by Bloomberg and iHeart Media. A transcript of the sixth episode is below. Listen and subscribe to the podcast on Apple , Spotify , iHeart or wherever you get your podcasts, and learn more about the project here . Nothing Is Holy Our transcripts are generated by a combination of software and human editors, and may contain slight differences between the text and audio. Jordan Robertson: Hey everybody, this is the last episode of our show. If you haven’t listened to the first five, you probably wanna go back and start from the beginning. If you are up to speed, thank you so much for listening! We really hope you’re enjoying it. We’ve had such a blast working on this series. Drake Bennett: That’s actually true. And if you like the show, tell your friends about it! Share it. That’s how the show will continue to grow. And of course, rating and reviewing it helps too. So again, thanks. Here’s the final act. Producer: One sec… (Beep) Producer: Let me just last, Xu Yanjun…it might actually be this one. 139… Producer: Yeah, 2-3, yeah this one. Reporter: That’s Xu Yanjun? Producer: Xu Yanjun. (Phone rings 2x) Bennett: Definitely have butterflies a little bit. (Phone rings once) Phone (in Mandarin): This is an empty number… Reporter: “This is an empty number.” Invalid. Bennett: Jordan and I are in Bloomberg’s New York headquarters. It’s late, late enough that it’s mid-morning in Nanjing. We’re here because we’re trying to call Xu Yanjun. And we’re with our producer and a Mandarin speaking colleague to help us with translation. Bloomberg Reporter: The third one is, is invalid. Bennett: We have a bunch of phone numbers we found in the court documents, for Xu and all his aliases, as well as a bunch of his associates. Producer: ….8-8-2-3-1-6-… Bennett: We’ve been going down the list making these calls, and getting nowhere, for over an hour. Robertson: And then, something funny happens with one of the Xu numbers. Instead of getting a recording th...
Mr Justice Hilliard told the jury "all the psychiatrists agreed that so strong was the grip of his mental illness that he simply did not think that he was doing anything wrong. In fact, he believed that he was doing the right thing, that he had to make the disclosure, and that he was justified in what he was doing".
Mr Justice Hilliard told the jury "all the psychiatrists agreed that so strong was the grip of his mental illness that he simply did not think that he was doing anything wrong. In fact, he believed that he was doing the right thing, that he had to make the disclosure, and that he was justified in what he was doing".
MoMo Productions/DigitalVision via Getty Images To be honest with you, the last few months have been a very trying time for shareholders of The Bancorp ( TBBK ). This fintech-oriented bank has rarely seen its share price hit, with the stock trading down 22% since I called it a "Hold" in December 2025 . Over that same period, the S&P 500 is down just 0.4%. Back then, I believed that the stock was t...
MoMo Productions/DigitalVision via Getty Images To be honest with you, the last few months have been a very trying time for shareholders of The Bancorp ( TBBK ). This fintech-oriented bank has rarely seen its share price hit, with the stock trading down 22% since I called it a "Hold" in December 2025 . Over that same period, the S&P 500 is down just 0.4%. Back then, I believed that the stock was too expensive for my liking. But now, it's actually priced at slightly more reasonable levels. Because of certain concerns that I have regarding its business model, specifically regarding certain fintech-oriented losses and declining net interest margin, I am not ready to upgrade it just yet. But it is now becoming more difficult to shy away from when it comes to thinking about a potential upgrade. Taking another look at The Bancorp Most of the banks that I analyze are rather boring financial institutions. They have branches that offer loans, deposit products, and more. However, The Bancorp is different from that. Management specifically describes the enterprise as a leading fintech bank. It operates by partnering up with financial technology firms to offer payment and lending solutions. Through these partners, it provides payment, deposit, and sponsored lending products. Some of these examples include the issuance of debit, credit, and prepaid cards. It also offers payment services, such as real-time end-to-end payment processing activities. Its sponsored lending products, also known as fintech loans, involve short-term loans originated by the institution with proceeds involving secured credit cards and unsecured short-term extensions of credit. This is not all that the company does. It provides certain credit solutions, such as real estate bridge lending activities, institutional banking services such as those involving wealth management clients, small business lending, and even direct lease financing that focuses primarily on vehicle fleet leasing to commercial and govern...
The IPO drought could end with some of the historic AI IPO whales that make a big enough splash such that the S&P 500 experiences a big change. Undoubtedly, the cap-weighted index could look vastly different in three years from now after the slew of IPOs (many of which could sport valuations at or north ... The AI IPO I’m Most Excited About (And No, It’s Not OpenAI, Anthropic or xAI)
The IPO drought could end with some of the historic AI IPO whales that make a big enough splash such that the S&P 500 experiences a big change. Undoubtedly, the cap-weighted index could look vastly different in three years from now after the slew of IPOs (many of which could sport valuations at or north ... The AI IPO I’m Most Excited About (And No, It’s Not OpenAI, Anthropic or xAI)
York Space Systems (YSS +24.83%), which held its IPO in January, is getting an enthusiastic welcome to the stock market today as investors bid the shares up 24% through 11:11 a.m. ET. With York not yet profitable, estimates for the 2025 earnings report last night focused on revenue. Analysts forecast the company would collect $383.8 million through the end of the year. York did $386.2 million. Yor...
York Space Systems (YSS +24.83%), which held its IPO in January, is getting an enthusiastic welcome to the stock market today as investors bid the shares up 24% through 11:11 a.m. ET. With York not yet profitable, estimates for the 2025 earnings report last night focused on revenue. Analysts forecast the company would collect $383.8 million through the end of the year. York did $386.2 million. York Space 2025 earnings York's sales surged 52% year over year in 2025, and gross profit more than doubled to $75.5 million. York wasn't profitable on the bottom line, losing $84.5 million, but this was 15% less than it lost in 2024. From a business perspective, York is positioning itself as a "modern mission prime" contractor -- a tier-1 satellite company that wins contracts from NASA and the Space Force, then subcontracts out some of the work, keeping the bulk of the profits. In this, York's marquee project is the Space Force Proliferated Warfighter Space Architecture missile defense program (also called Golden Dome), for which York delivered 21 Tranche 1 Transport Layer satellites (for data relay) in 2025. This is both a plus and a minus for York. A plus, because so long as President Trump remains dedicated to making Golden Dome a reality, York should continue raking in contracts. A minus, because if the program suffers delays and cost overruns, Congress may cancel the project. Expand NYSE : YSS York Space Systems Today's Change ( 24.83 %) $ 4.39 Current Price $ 22.07 Key Data Points Market Cap $2.2B Day's Range $ 18.27 - $ 22.94 52wk Range $ 16.93 - $ 38.47 Volume 2.8M Avg Vol 1.8M What's next for York Space? Near term, York's targeting about $570 million in 2026 revenue (so 48% growth), with higher margins and "positive adjusted EBITDA." No promises of profits, but analysts who follow the company say York could turn profitable in 2027, and earn $0.57 per share -- a 38x forward P/E ratio. Not bad for a stock growing at 48%.