This article first appeared on GuruFocus. Alibaba (NYSE:BABA), DocuSign (NASDAQ:DOCU), Rocket Lab (NASDAQ:RKLB), and Lululemon (NASDAQ:LULU) are setting the tone early Wednesday, with markets showing a clear split between AI-driven strength and more cautious reactions elsewhere ahead of the Fed decision. On the upside, Alibaba is up about 3% after pushing through price increases of up to 34% acros...
This article first appeared on GuruFocus. Alibaba (NYSE:BABA), DocuSign (NASDAQ:DOCU), Rocket Lab (NASDAQ:RKLB), and Lululemon (NASDAQ:LULU) are setting the tone early Wednesday, with markets showing a clear split between AI-driven strength and more cautious reactions elsewhere ahead of the Fed decision. On the upside, Alibaba is up about 3% after pushing through price increases of up to 34% across its AI and cloud offerings, a sign that demand is holding up and the company is starting to monetize that demand more aggressively. The launch of its Wukong AI platform, focused on enterprise automation, is adding to that optimism. DocuSign is also moving higher, up around 2%, after delivering an 8% Y/Y revenue increase and announcing a $2 billion buyback, taking total authorization to $2.6 billion. Its forward guidance for both Q1 and the full year came in ahead of expectations, which is helping sentiment. On the flip side, Rocket Lab is down about 4% after unveiling plans to raise up to $1 billion through equity, which immediately raised dilution concerns. Lululemon is slipping about 2%, even after a solid quarter, as weaker guidance and a 550 basis point drop in gross margin to 54.9% are keeping investors cautious.
alengo/E+ via Getty Images The Houston Astros have expanded their multi-year contract with Evolv Technology ( EVLV ) to provide screening for concealed threats at the baseball team’s Daikin Park stadium. Under the new agreement, the Astros are upgrading their Express fleet to the latest Evolv Express Gen2 hardware. The system is designed to screen visitors entering the stadium for possible risks w...
alengo/E+ via Getty Images The Houston Astros have expanded their multi-year contract with Evolv Technology ( EVLV ) to provide screening for concealed threats at the baseball team’s Daikin Park stadium. Under the new agreement, the Astros are upgrading their Express fleet to the latest Evolv Express Gen2 hardware. The system is designed to screen visitors entering the stadium for possible risks while minimizing congestion and traffic flow disruptions. The renewal agreement also deploys the Evolv eXpedite systems at Daikin Park, an AI-powered weapons detection system for bags. eXpedite is intended to be used as a complement to Express situations where venue entrants are carrying multiple items. Including the Astros, Evolv ( EVLV ) is deployed at 12 baseball stadiums, including all four sports teams in the Houston, Texas area. More on Evolv Technologies Evolv Technologies Holdings, Inc. (EVLV) Q4 2025 Earnings Call Transcript Evolv Technology Holdings: The Rollercoaster Ride Continues Evolv Technology raises 2026 revenue guidance to $178M while accelerating ARR growth Evolv Technologies Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Evolv Technologies
Capitol Hill Chaos: Gabbard Grilled On Iran (Happening Now), DHS Drama, And SAVE Act Marathon Unfold The U.S. Senate is at the center of a high-stakes political storm today , with multiple critical proceedings converging on Capitol Hill amid chaos over the resignation of counterterrorism boss Joe Kent over the Iran war. Sen. Markwayne Mullin (R-OK) faces a confirmation hearing to lead the Departme...
Capitol Hill Chaos: Gabbard Grilled On Iran (Happening Now), DHS Drama, And SAVE Act Marathon Unfold The U.S. Senate is at the center of a high-stakes political storm today , with multiple critical proceedings converging on Capitol Hill amid chaos over the resignation of counterterrorism boss Joe Kent over the Iran war. Sen. Markwayne Mullin (R-OK) faces a confirmation hearing to lead the Department of Homeland Security (DHS), Director of National Intelligence Tulsi Gabbard testifies on global threats , and the Senate floor continues its second day of extended debate on the controversial SAVE America Act. These events unfold against the backdrop of Operation Epic Fury, the US-Israeli military campaign against Iran, now in its third week - with no clear end in sight . Gabbard Faces Grilling on Worldwide Threats - and Iran War Dissent Director of National Intelligence Tulsi Gabbard is appearing before the Senate Intelligence Committee for the annual worldwide threats hearing - and is joined by FBI Director Kash Patel, CIA Director John Ratcliffe, and other officials. This marks her most prominent public outing in months and comes amid intense scrutiny over the U.S.-Israel military operation in Iran. The hearing is dominated by fallout from the resignation of Joe Kent , Director of the National Counterterrorism Center and a close Gabbard aide, who stepped down Tuesday in protest. In a blistering post on X, Kent declared that Iran “posed no imminent threat to our nation” and accused the conflict of being driven by Israeli pressure and flawed intelligence - echoing pre-Iraq War criticisms. Gabbard responded via her official X account: “After carefully reviewing all the information before him, President Trump concluded that the terrorist Islamist regime in Iran posed an imminent threat and he took action based on that conclusion.” She deferred to Trump’s Commander-in-Chief authority without claiming personal or agency-wide consensus on the threat assessment. Adding fuel t...
Shares of Aldeyra Therapeutics ALDX plunged 70.7% on Tuesday after the company announced receiving a Complete Response Letter (CRL) from the FDA for a third time for the new drug application (NDA) seeking approval of reproxalap, an investigational drug candidate, for the treatment of dry eye disease. We remind investors that ALDX initially received a CRL for its reproxalap NDA in 2023, citing that...
Shares of Aldeyra Therapeutics ALDX plunged 70.7% on Tuesday after the company announced receiving a Complete Response Letter (CRL) from the FDA for a third time for the new drug application (NDA) seeking approval of reproxalap, an investigational drug candidate, for the treatment of dry eye disease. We remind investors that ALDX initially received a CRL for its reproxalap NDA in 2023, citing that the study results supporting the filing failed to demonstrate the candidate’s efficacy in treating ocular symptoms associated with dry eyes. Back then, the FDA recommended that at least one additional adequate and well-controlled study be conducted on reproxalap to demonstrate a positive effect on the treatment of ocular symptoms of dry eye. Following the setback, Aldeyra Therapeutics announced meeting the primary endpoint in a phase III dry eye chamber study later in 2024, which evaluated reproxalap for the treatment of dry eye disease. In the study, treatment with reproxalap was statistically superior to vehicle for the prespecified primary endpoint of ocular discomfort, an FDA-accepted symptom of dry eye disease. Based on the results, ALDX resubmitted the NDA for reproxalap for treating signs and symptoms of dry eye disease in late 2024. However, the FDA again issued a CRL in 2025, citing potential methodological issues in the previously completed phase III dry eye chamber study, including baseline differences between treatment arms that may have affected result interpretation. The agency said an additional symptom study would be required for resubmission. Based on the FDA’s recommendation, Aldeyra Therapeutics reported meeting the primary endpoint in a phase III dry eye chamber study that assessed the activity of reproxalap in reducing ocular discomfort, an FDA-accepted symptom of dry eye disease. No notable differences in baseline scores across treatment arms were observed in the clinical study, and no safety concerns were identified. Later in 2025, ALDX resubmitted t...
A budding credit pullback in private markets creates vulnerabilities for regional banks which have increasingly partnered with private lenders as an avenue for retaining relationships with middle market clients. Regional banks may be the part of the regulated banking system most exposed to private credit. They’ve increased loans to non-bank lenders who, in turn, have been giving more loans to priv...
A budding credit pullback in private markets creates vulnerabilities for regional banks which have increasingly partnered with private lenders as an avenue for retaining relationships with middle market clients. Regional banks may be the part of the regulated banking system most exposed to private credit. They’ve increased loans to non-bank lenders who, in turn, have been giving more loans to private firms. Newfound caution around the industry is likely to crimp lending growth though it’s not a 2008-style crisis in the making yet. As the war in Iran continues, interest rate and growth concerns will add to stress, potentially turning a high “shadow default rate” into actual defaults. Regional banks are active in private markets A legal battle between regional lender Western Alliance Bancorp and Jefferies Financial Group over loans tied to bankrupt auto-parts company First Brands shows how deeply involved some banks have become in private markets. Bloomberg Intelligence put it this way last May: Regionals with leading commercial-loan growth have been supported by lending to nonbank financial companies, which underscores the importance and connection with shadow banking. Such loans represent 30% of total commercial credit in our coverage, with Western Alliance, Bank OZK and First Citizens at higher levels. A paper published last summer by Deloitte outlined how regional banks could help drive the next wave of private credit growth in their the push to gain market share. The consultants noted that: loans to non-depository financial institutions (NDFIs) accounted for almost 10% of all bank loans and leases in the United States. Further Deloitte analysis found that from Q1 2024 to Q1 2025, some regional and super-regional banks rapidly increased their exposure to this lending strategy, with several increasing their exposure by more than 100%. This was months before a couple of high-profile defaults stirred jitters over private markets . The view was upbeat — making the cas...
Pimco President Christian Stracke says there will be losses in the software space due to AI during an interview on "Bloomberg Open Interest." (Source: Bloomberg)
Pimco President Christian Stracke says there will be losses in the software space due to AI during an interview on "Bloomberg Open Interest." (Source: Bloomberg)
Beam Global BEEM, which produces patented infrastructure products for the electrification of transportation, reported approximately $1.7 million in smart cities infrastructure orders within a single week at its European division and exceeded its previous weekly sales milestone of $1 million announced on Feb. 12, 2026. This strong performance reflects a notable rise in demand across Romania, Croati...
Beam Global BEEM, which produces patented infrastructure products for the electrification of transportation, reported approximately $1.7 million in smart cities infrastructure orders within a single week at its European division and exceeded its previous weekly sales milestone of $1 million announced on Feb. 12, 2026. This strong performance reflects a notable rise in demand across Romania, Croatia, Montenegro, Serbia and Italy. In addition to expansion of its smart cities’ infrastructure portfolio, the company continues to focus on developing new products and increasing sales to commercial customers to support the effectiveness of its strategic initiatives. Beam develops energy security solutions, including batteries designed for drones and robotics, while also supporting critical AI-driven devices. The company is actively working on advanced technologies for the defense sector, some of which remain undisclosed. It also focuses on growing presence in key international markets, particularly across the Middle East and Europe, where significant investments are expected in related technologies. The company continues to focus on innovation, with ongoing development of new products and intellectual property aimed at supporting the industries of the future. Partnership With HEVO & Focus on Innovation to Aid Beam Beam Global recently deployed its off-grid, solar-powered EV ARC charging systems at the Ypsilanti Performance Space in Ypsilanti, MI. This deployment followed multi-day neighborhood power outages, which exposed the limitations of traditional grid-dependent chargers that cease functioning during grid failures. In contrast, the company’s systems operate independently, generating and storing their own electricity while continuing to provide charging and essential power for first responders and others during outages. This development comes amid heightened oil price volatility driven by geopolitical tensions, including ongoing developments in the Middle East. With glo...
Investors in Cabot Corporation CBT need to pay close attention to the stock based on moves in the options market lately. That is because the April 17, 2026 $55.00 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility sug...
Investors in Cabot Corporation CBT need to pay close attention to the stock based on moves in the options market lately. That is because the April 17, 2026 $55.00 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy. What do the Analysts Think? Clearly, options traders are pricing in a big move for Cabot shares, but what is the fundamental picture for the company? Currently, Cabot is a Zacks Rank #4 (Sell) in the Chemical - Diversified industry that ranks in the Bottom 14% of our Zacks Industry Rank. Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while two analysts have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from $1.66 per share to $1.47 in that period. Given the way analysts feel about Cabot right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected. Looking to Trade Options? Check out the simple yet high-powered approach that Zacks Executive VP Kevin Matras has used to close recent double and triple-digit winners. In addition to impressive profit potential, these trades can actually reduce your risk. Want the latest recommendations from Zacks Investment...
jetcityimage/iStock Editorial via Getty Images Investment Thesis Tesla, Inc. ( TSLA ) continues to be one of the most ambitious companies in the world, expanding into new products such as Optimus and Cybercab. This makes Tesla's valuation closely tied to the success of future products that have yet to prove themselves. Right now, the market is factoring in near-flawless execution in highly competi...
jetcityimage/iStock Editorial via Getty Images Investment Thesis Tesla, Inc. ( TSLA ) continues to be one of the most ambitious companies in the world, expanding into new products such as Optimus and Cybercab. This makes Tesla's valuation closely tied to the success of future products that have yet to prove themselves. Right now, the market is factoring in near-flawless execution in highly competitive and uncertain markets. Currently, Optimus' launch capabilities remain unclear, while competitors have demonstrated abilities that Tesla's robot has not replicated publicly. Autonomous driving remains another uncertainty, with the regulations not yet in place for a car without manual controls. There is also concern around the robotaxis' capabilities, with crash rates higher than human drivers and competitor Waymo. This could pose another problem to Cybercab, which is expected to act like a robotaxi when not in use. At the same time, Tesla's core automotive business is showing signs of slowing growth with BYD overtaking it as the number-one EV seller, ultimately putting pressure on margins as the company tries to stay competitive. With multiples far exceeding both market averages and high-growth peers, the stock is pricing in near best-case outcomes across multiple fronts. Given the uncertainty in product success, timeline risk, and slowing growth, I am rating this stock a Sell. Optimus and the Humanoid Robot Arms Race Tesla's current valuation prices in a lot of expectations for Optimus, with Musk claiming it could eventually be worth more than the entire auto business. However, Tesla isn't the only competitor in this space and those competitors have demonstrated capabilities that match or exceed what Optimus has shown publicly. Valued at $39 billion, Figure AI is one of those competitors. The company recently released a video showing its Figure 03 autonomously cleaning a living room. This required picking up objects, placing them on shelves, and tidying furniture all b...
jetcityimage/iStock Editorial via Getty Images Investment Thesis Tesla, Inc. ( TSLA ) continues to be one of the most ambitious companies in the world, expanding into new products such as Optimus and Cybercab. This makes Tesla's valuation closely tied to the success of future products that have yet to prove themselves. Right now, the market is factoring in near-flawless execution in highly competi...
jetcityimage/iStock Editorial via Getty Images Investment Thesis Tesla, Inc. ( TSLA ) continues to be one of the most ambitious companies in the world, expanding into new products such as Optimus and Cybercab. This makes Tesla's valuation closely tied to the success of future products that have yet to prove themselves. Right now, the market is factoring in near-flawless execution in highly competitive and uncertain markets. Currently, Optimus' launch capabilities remain unclear, while competitors have demonstrated abilities that Tesla's robot has not replicated publicly. Autonomous driving remains another uncertainty, with the regulations not yet in place for a car without manual controls. There is also concern around the robotaxis' capabilities, with crash rates higher than human drivers and competitor Waymo. This could pose another problem to Cybercab, which is expected to act like a robotaxi when not in use. At the same time, Tesla's core automotive business is showing signs of slowing growth with BYD overtaking it as the number-one EV seller, ultimately putting pressure on margins as the company tries to stay competitive. With multiples far exceeding both market averages and high-growth peers, the stock is pricing in near best-case outcomes across multiple fronts. Given the uncertainty in product success, timeline risk, and slowing growth, I am rating this stock a Sell. Optimus and the Humanoid Robot Arms Race Tesla's current valuation prices in a lot of expectations for Optimus, with Musk claiming it could eventually be worth more than the entire auto business. However, Tesla isn't the only competitor in this space and those competitors have demonstrated capabilities that match or exceed what Optimus has shown publicly. Valued at $39 billion, Figure AI is one of those competitors. The company recently released a video showing its Figure 03 autonomously cleaning a living room. This required picking up objects, placing them on shelves, and tidying furniture all b...
IvelinRadkov AbbVie ( ABBV ) fell ~4% on Wednesday as BNP Paribas argued that its immunology blockbuster Skyrizi could face competition from Icotyde, a newly approved plaque psoriasis pill developed by Johnson & Johnson ( JNJ ) and Protagonist Therapeutics (PRGX). J&J ( JNJ ) and Protagonist ( PTGX ) on Wednesday announced the FDA approval of Icotyde, a once-daily oral therapy representing a novel...
IvelinRadkov AbbVie ( ABBV ) fell ~4% on Wednesday as BNP Paribas argued that its immunology blockbuster Skyrizi could face competition from Icotyde, a newly approved plaque psoriasis pill developed by Johnson & Johnson ( JNJ ) and Protagonist Therapeutics (PRGX). J&J ( JNJ ) and Protagonist ( PTGX ) on Wednesday announced the FDA approval of Icotyde, a once-daily oral therapy representing a novel treatment option for patients with moderate-to-severe plaque psoriasis, a skin-related inflammatory disease. “The approval of Icotyde may represent competition to AbbVie’s Skyrizi,” BNP Paribas Equity Research analyst Navann Ty wrote in a research note, adding that J&J ( JNJ ) expects to position the drug as a first-line therapy in parallel with its Tremfya injection. However, Ty notes that AbbVie ( ABBV ) remains well-positioned in plaque psoriasis given Skyrizi’s strong efficacy and its quarterly injectable, which, after initiation doses, offers compliance benefits compared to once-daily oral dosing. “Both companies have indicated the entry of an oral could help to expand the market, providing more access and increasing penetration from the current 30-40%, implying Skyrizi should still have room to grow, in our view,” the analyst wrote. Ty noted ongoing studies for Icotyde in other inflammatory disorders such as psoriatic arthritis, which she said, "could represent additional competition to Skyrizi.” However, she projects Skyrizi sales to expand 23% YoY in FY26E, indicating a CAGR of 14% in FY25-28E, and providing AbbVie ( ABBV ) with an important growth driver. More on Johnson & Johnson, AbbVie Johnson & Johnson (JNJ) Presents at Barclays 28th Annual Global Healthcare Conference Transcript AbbVie Inc. (ABBV) Presents at Leerink Global Healthcare Conference 2026 Transcript AbbVie: Stabilizes Near $233 While Testing Resistance J&J wins FDA nod for plaque psoriasis pill developed with Protagonist Monte Rosa rises on J&J collaboration for cancer therapy trial
Are flags hung from lamp-posts intimidating? Do we need to spend more on defence? Should we legalise drugs? Where do you stand on these or other issues – and could you persuade someone with a different view? For the Guardian series Dining across the divide, we would like to hear from people living in the UK who have differing viewpoints about some of the most divisive issues that affect us now. Ou...
Are flags hung from lamp-posts intimidating? Do we need to spend more on defence? Should we legalise drugs? Where do you stand on these or other issues – and could you persuade someone with a different view? For the Guardian series Dining across the divide, we would like to hear from people living in the UK who have differing viewpoints about some of the most divisive issues that affect us now. Our aim is to find out whether encountering someone with the opposite point of view can make a difference. We’re interested in hearing from adults from every part of the UK with an interest in meeting and discussing opposing views with another reader. Take part If you’re interested in taking part, or finding out more about the project, please answer the questions on the form below. Your responses are secure as the form is encrypted and only the Guardian has access to your contributions. One of our journalists will be in touch if we plan to follow up with you, so please do leave contact details. Please share your story if you are 18 or over, anonymously if you wish. For more information please see our terms of service and privacy policy. Tell us here Your responses, which can be anonymous, are secure as the form is encrypted and only the Guardian has access to your contributions. We will only use the data you provide us for the purpose of the feature and we will delete any personal data when we no longer require it for this purpose. For alternative ways to get in touch securely please see our tips guide Name Where do you live? Tell us a bit about yourself (e.g. age and what you do for a living) Should non-violent protesters who break the law go to jail? Yes No Are flags hung from lamp-posts intimidating? Yes No Should the state pension “triple lock” be scrapped? Yes No Does Britain need a strong leader willing to break the rules to get things done? Yes No Is it time we abolished the monarchy? Yes No Do we need limits on free speech to protect marginalised communities? Yes No S...
The major U.S. hyperscalers are set to spend over $700 billion on capital expenditures in 2026. The majority of that spending will go toward outfitting data centers with server racks full of GPUs, CPUs, and networking equipment to connect it all together. That means a handful of chipmakers are set to see strong demand for their products. The market has bid up the prices of many semiconductor stock...
The major U.S. hyperscalers are set to spend over $700 billion on capital expenditures in 2026. The majority of that spending will go toward outfitting data centers with server racks full of GPUs, CPUs, and networking equipment to connect it all together. That means a handful of chipmakers are set to see strong demand for their products. The market has bid up the prices of many semiconductor stocks, but one company still looks like an absolute bargain despite its excellent outlook over the next couple of years. And investors can buy stock with just $100 right now. Here's why you should take a closer look at Marvell Technology (MRVL 2.12%). Putting fears to rest Marvell is a leading chipmaker, specializing in networking chips. Fast networking equipment is essential for getting the most out of expensive GPUs in AI data centers. Marvell also has a burgeoning business designing custom AI accelerators, or XPUs, which can be more cost-effective resources for AI training and inference. Marvell is the company behind Microsoft's Maia chips and Amazon's Trainium and Inferentia chips. However, the company saw its share price decline over the past few months amid investor concerns about the future of its XPU business. Reports surfaced last year that Microsoft is working with another chipmaker on its Maia 300 chips, and Amazon reportedly went with AIchip's design for its next-generation Trainium chip rather than Marvell. That led many to expect the company's top-line growth to slow. Management put those fears to rest with its fourth-quarter earnings report. It expects revenue related to its custom silicon business to double year over year in fiscal 2027. That stems from continued growth with existing customers, management said, as well as growth in custom companion chips for those AI accelerators providing networking, memory expansion, and storage security. Expand NASDAQ : MRVL Marvell Technology Today's Change ( -2.12 %) $ -1.92 Current Price $ 88.87 Key Data Points Market Cap ...