Headwater Exploration press release ( HWX:CA ): Q4 GAAP EPS of $0.12. Revenue of $145.31M (-7.1% Y/Y). Achieved record average production of 24,259 boe/d, an increase of 13% over 2024 fourth quarter production of 21,559 boe/d. Realized adjusted funds flow from operations (1) of $79.3 million ($0.33 per basic share (2) ) and cash flows from operating activities of $72.7 million ($0.31 per basic sha...
Headwater Exploration press release ( HWX:CA ): Q4 GAAP EPS of $0.12. Revenue of $145.31M (-7.1% Y/Y). Achieved record average production of 24,259 boe/d, an increase of 13% over 2024 fourth quarter production of 21,559 boe/d. Realized adjusted funds flow from operations (1) of $79.3 million ($0.33 per basic share (2) ) and cash flows from operating activities of $72.7 million ($0.31 per basic share). More on Headwater Exploration Headwater Exploration: Production Maintenance Goal For 2026 Seeking Alpha’s Quant Rating on Headwater Exploration Historical earnings data for Headwater Exploration Dividend scorecard for Headwater Exploration Financial information for Headwater Exploration
SambaNova Introduces New Chip for Agentic AI in Collaboration with Intel SambaNova recently introduced its SN50 AI chip, which boasts a max speed that’s 5X faster than competitive chips. The company also announced a planned collaboration with Intel to deliver high-performance, cost-efficient AI inference solutions, and more than USD 350M in investment from new and existing investors. Positioned as...
SambaNova Introduces New Chip for Agentic AI in Collaboration with Intel SambaNova recently introduced its SN50 AI chip, which boasts a max speed that’s 5X faster than competitive chips. The company also announced a planned collaboration with Intel to deliver high-performance, cost-efficient AI inference solutions, and more than USD 350M in investment from new and existing investors. Positioned as the most efficient chip for agentic AI, the SN50 chip offers enterprises a 3X lower total cost of ownership, a powerful foundation to scale fast inference and bring autonomous AI agents into full production. The SN50 will be shipping to customers later this year. To quickly scale and distribute SN50, SambaNova is collaborating with Intel and has obtained USD 350 million in strategic Series E financing to expand manufacturing and cloud capacity. “AI is no longer a contest to build the biggest model,” said Rodrigo Liang, co‑founder and CEO of SambaNova. “With the SN50 and our deep collaboration with Intel, the real race is about who can light up entire data centers with AI agents that answer instantly, never stall, and do it at a cost that turns AI from an experiment into the most profitable engine in the cloud.” “Customers are asking for more choice and more efficient ways to scale AI,” said Kevork Kechichian, EVP, General Manager, Data Center Group, Intel. “By combining Intel’s leadership in compute, networking, and memory with SambaNova’s full-stack AI systems and inference cloud platform, we are delivering a compelling option for organizations looking for GPU alternatives to deploy advanced AI at scale.” The SN50 delivers five times more compute per accelerator and four times more network bandwidth than the previous generation. It links up to 256 accelerators over a multi‑terabyte‑per‑second interconnect, cutting time‑to‑first‑token and supporting larger batch sizes. The result: Enterprises can deploy bigger, longer‑context AI models with higher throughput and responsive...
MiniMed Group ( MMED ), a diabetes care company and a subsidiary of Medtronic ( MDT ), priced its initial public offering of 28M shares at $20 per share. The offering is expected to raise $560M. The shares are expected to begin trading on March 6, 2026, on the Nasdaq under the ticker MMED. The offering is scheduled to close on March 9, 2026. The underwriters have a 30-day option to buy up to 4.2M ...
MiniMed Group ( MMED ), a diabetes care company and a subsidiary of Medtronic ( MDT ), priced its initial public offering of 28M shares at $20 per share. The offering is expected to raise $560M. The shares are expected to begin trading on March 6, 2026, on the Nasdaq under the ticker MMED. The offering is scheduled to close on March 9, 2026. The underwriters have a 30-day option to buy up to 4.2M additional shares. After the IPO, Medtronic ( MDT ) is expected to hold about a 90.03% stake, or 88.70% if the option is fully exercised. The Minimed Group ( MMED ) plans to use the proceeds for general corporate purposes, repayment of intercompany debt to Medtronic ( MDT ), and payments related to assets transferred during the separation. Medtronic ( MDT ) closed lower at $93.01 on Thursday. More on Minimed Group, Inc. MiniMed Group Files For IPO In Medtronic Carve-Out Medtronic’s diabetes unit MiniMed seeks up to $784M in U.S. IPO Seeking Alpha’s Quant Rating on Minimed Group, Inc. Financial information for Minimed Group, Inc.
India is facing sweltering nights this summer as conflict in the Middle East crimps natural gas supply, which could curtail electricity generation from a key source used to cool homes during the evening. The nation’s gas-fired fleet only makes up a small fraction of India’s overall power supply, but it plays a crucial role meeting demand during hot summer nights when solar can’t be utilized. The g...
India is facing sweltering nights this summer as conflict in the Middle East crimps natural gas supply, which could curtail electricity generation from a key source used to cool homes during the evening. The nation’s gas-fired fleet only makes up a small fraction of India’s overall power supply, but it plays a crucial role meeting demand during hot summer nights when solar can’t be utilized. The government has in the past invoked emergency measures to ensure utilities run their gas and coal plants at full capacity when soaring temperatures boost consumption. The war in the Middle East, sparked by US and Israeli attacks on Iran on Feb. 28, have roiled energy markets , cutting off flows of crude and liquefied natural gas to the world and driving up prices. India is a major importer of LNG and other products from the region, and disruptions have already started to hit various industries, including fertilizer makers and oil refiners. The turmoil comes as India faces a period of above-normal temperatures, which will pile extra pressure onto the power grid. There’s an increased likelihood of more heatwave days across many parts of the country in the three months to May 31, the India Meteorological Department said earlier this month. Even before that weather outlook, utility Tata Power Co. was estimating a surge in power consumption this summer. Demand could breach 270 gigawatts, Chief Executive Officer Praveer Sinha said in February, which would mark a record and surpass the previous all-time high of 250 gigawatts set in 2024. India’s summer typically starts in April, but in recent years, the nation has seen temperatures rising from March. Electricity suppliers are well positioned to meet daytime needs, boasting a range of power options including coal, wind and hydro, along with solar. But the evening will be the real test. “On days of stress, we need about 13 gigawatts of gas power to meet the evening demand,” S.R. Narasimhan, an independent expert who was previously chi...
Yuto photographer/iStock via Getty Images Thesis Summary Palantir ( PLTR ) co-founder Peter Thiel just sold 2 million shares. Does the Palantir founder and investor know something we don’t? First off, let's note that this sale represents only about 2% of Thiel’s total Palantir holdings. There are a thousand possible reasons Peter Thiel chose to sell, but I don't really see that many that relate to...
Yuto photographer/iStock via Getty Images Thesis Summary Palantir ( PLTR ) co-founder Peter Thiel just sold 2 million shares. Does the Palantir founder and investor know something we don’t? First off, let's note that this sale represents only about 2% of Thiel’s total Palantir holdings. There are a thousand possible reasons Peter Thiel chose to sell, but I don't really see that many that relate to Palantir’s own fundamentals. The underlying business remains extremely strong, following one of the most impressive quarters in its history, with revenue growing roughly 70% YoY, and margins expanding even further. The stock’s recent decline appears far more related to valuation compression than fundamental deterioration, with Palantir getting caught up in the SaaSpocalypse, which incidentally looks to be reversing. While the headline may sound alarming, this is perhaps the best time in the last year to buy Palantir. The Headline That Spooked Investors Whenever a founder sells shares in their own company, investors pay attention. Peter Thiel recently sold roughly 2 million shares of Palantir, a transaction worth several hundred million dollars. Insider selling is often seen as a signal of weakness. Why else would you sell? Surely Thiel must believe the company is overvalued. But this is why we must look at this transaction in context. In this particular case, the shares sold represent only about 2% of Thiel’s total holdings in Palantir. He still has billions invested in the company, and selling a small fraction of a massive position is not a true reason for concern. Diversification, tax planning, and liquidity management are all common reasons for insider sales. Palantir’s Business Is Exploding While the market focuses on insider headlines, the underlying business is quietly delivering extraordinary results. We covered this quite in-depth in our last article . Just to sum up, revenue increased 70% YoY, while adjusted operating margins reached approximately 57%, a level tha...
Yuto photographer/iStock via Getty Images Thesis Summary Palantir ( PLTR ) co-founder Peter Thiel just sold 2 million shares. Does the Palantir founder and investor know something we don’t? First off, let's note that this sale represents only about 2% of Thiel’s total Palantir holdings. There are a thousand possible reasons Peter Thiel chose to sell, but I don't really see that many that relate to...
Yuto photographer/iStock via Getty Images Thesis Summary Palantir ( PLTR ) co-founder Peter Thiel just sold 2 million shares. Does the Palantir founder and investor know something we don’t? First off, let's note that this sale represents only about 2% of Thiel’s total Palantir holdings. There are a thousand possible reasons Peter Thiel chose to sell, but I don't really see that many that relate to Palantir’s own fundamentals. The underlying business remains extremely strong, following one of the most impressive quarters in its history, with revenue growing roughly 70% YoY, and margins expanding even further. The stock’s recent decline appears far more related to valuation compression than fundamental deterioration, with Palantir getting caught up in the SaaSpocalypse, which incidentally looks to be reversing. While the headline may sound alarming, this is perhaps the best time in the last year to buy Palantir. The Headline That Spooked Investors Whenever a founder sells shares in their own company, investors pay attention. Peter Thiel recently sold roughly 2 million shares of Palantir, a transaction worth several hundred million dollars. Insider selling is often seen as a signal of weakness. Why else would you sell? Surely Thiel must believe the company is overvalued. But this is why we must look at this transaction in context. In this particular case, the shares sold represent only about 2% of Thiel’s total holdings in Palantir. He still has billions invested in the company, and selling a small fraction of a massive position is not a true reason for concern. Diversification, tax planning, and liquidity management are all common reasons for insider sales. Palantir’s Business Is Exploding While the market focuses on insider headlines, the underlying business is quietly delivering extraordinary results. We covered this quite in-depth in our last article . Just to sum up, revenue increased 70% YoY, while adjusted operating margins reached approximately 57%, a level tha...
Friday tickets and the VIP area will be available for over 18-year-olds only, but those age 15 and under will be able to attend over the weekend if they're with an adult.
Friday tickets and the VIP area will be available for over 18-year-olds only, but those age 15 and under will be able to attend over the weekend if they're with an adult.
The bewilderment of a romantic breakup, and the consolation prize of understanding yourself a little better afterwards, is rendered evocatively on the eight-song debut album by Waterbaby, a Stockholm singer-songwriter who prefers to keep her real name out of the public eye. View image in fullscreen The artwork for Memory Be a Blade. Photograph: Sub Pop She improvised some of the lyrics, which crea...
The bewilderment of a romantic breakup, and the consolation prize of understanding yourself a little better afterwards, is rendered evocatively on the eight-song debut album by Waterbaby, a Stockholm singer-songwriter who prefers to keep her real name out of the public eye. View image in fullscreen The artwork for Memory Be a Blade. Photograph: Sub Pop She improvised some of the lyrics, which creates the sense of her piecing together a new reality in real time, though that approach has its limits: the pleasant but vague opening song, Sink, threatens to do just that. But, thereafter, she locks into a run of superb material, performed on piano, acoustic guitar, drums, strings and brass, augmented with flourishes such as dulcimer and flute. The title track has a heavy understanding at its heart – “My favourite me is still the girl I used to be in your eyes” – but the music is pretty and light, suggesting she is happily trapped in the past: a fascinating character study. Clay, a duet with her brother Ttoh, is reminiscent of Sufjan Stevens’ album Carrie & Lowell and just as beautiful. Ttoh returns for a rapped verse over a head-nodding piano riff on Beck n Call, and these two songs capture the same specific moment: when you realise you’re too in thrall to someone, but still under their spell. Amid a full-bodied waltz, Waterbaby couches her voice in distortion on Amiss, as if she’s a melancholy wallflower at a party in full swing. But on Minnie Too, she steps out front, performing a cappella in a bright, hopeful register. “It all felt so important / Till it all went away,” she sings, half-fraught and half-free on her way to a new life.
As the world’s largest oil and gas importer, China undoubtedly faces a significant disruption, what with the US-Israeli war on Iran and its cascading impact across the Gulf. But it could have been worse. Beijing has worked unstintingly for well over a decade to build energy self-reliance and reduce the role of fossil fuels in powering the country’s manufacturing economy. For leaders gathered in Be...
As the world’s largest oil and gas importer, China undoubtedly faces a significant disruption, what with the US-Israeli war on Iran and its cascading impact across the Gulf. But it could have been worse. Beijing has worked unstintingly for well over a decade to build energy self-reliance and reduce the role of fossil fuels in powering the country’s manufacturing economy. For leaders gathered in Beijing for the annual parliamentary “two sessions” meetings, which will endorse China’s 15th five-year plan, the Iran conflict will provide the strongest vindication of its long-standing energy security strategy – in particular its “30-60 plan” to lead the world in renewable energy development and build a new national energy system, peaking carbon emissions by 2030 and achieving a net zero economy by 2060. Advertisement There will be keen interest in what the new five-year plan will say in detail on the energy security plan going forward. China has been under acute pressure over the past decade because of its colossal consumption of fossil fuels and contribution to global warming. It could not have become a manufacturing superpower without a massive investment in power generation, with the lion’s share coming from coal-fired plants. The International Energy Agency (IEA) says China’s power generation per capita has soared by over 550 per cent since the turn of the century. Advertisement China’s economic rise has come at huge environmental cost, in terms of carbon emissions and air pollution. China’s energy sector is responsible for nearly 90 per cent of its greenhouse gas emissions, with coal still accounting for over 60 per cent of power generation. Air pollution driven by coal-fired power is estimated to have caused over 400,000 deaths in 2021 alone.
Atos SE press release ( AEXAF ): FY Revenue of €8B (-16.5% Y/Y). Confirmed promising outlook with positive cash generation from 2026 and accelerating in 2027 and 2028 Solid capital structure to secure long-term ambition. Strong liquidity position and long-term debt maturity. Atos SE equity restored into positive territory. More on Atos SE Seeking Alpha’s Quant Rating on Atos SE Historical earnings...
Atos SE press release ( AEXAF ): FY Revenue of €8B (-16.5% Y/Y). Confirmed promising outlook with positive cash generation from 2026 and accelerating in 2027 and 2028 Solid capital structure to secure long-term ambition. Strong liquidity position and long-term debt maturity. Atos SE equity restored into positive territory. More on Atos SE Seeking Alpha’s Quant Rating on Atos SE Historical earnings data for Atos SE Financial information for Atos SE
Generic versions of Novo Nordisk A/S ’s hit shots Ozempic and Wegovy could be sold for under $3 a month, a new study showed, underscoring their potential to unlock global access to powerful weight-loss drugs. Generic injectable semaglutide, the main ingredient in both blockbuster drugs, could cost $28 to $140 a year, according to researchers at the University of Liverpool. By contrast, Novo’s US l...
Generic versions of Novo Nordisk A/S ’s hit shots Ozempic and Wegovy could be sold for under $3 a month, a new study showed, underscoring their potential to unlock global access to powerful weight-loss drugs. Generic injectable semaglutide, the main ingredient in both blockbuster drugs, could cost $28 to $140 a year, according to researchers at the University of Liverpool. By contrast, Novo’s US list price is $1,027.51 for Ozempic and $1,349 for Wegovy, though it has pledged to cut both to $675 on Jan. 1. Direct-to-consumer prices are lower , at $349 a month for most doses of Wegovy. Generic Ozempic is set to emerge in major markets from India and Brazil to China and Canada this year, reshaping the sector in those countries. Analysts have predicted that a price war will eventually push the monthly cost as low as $15 for patients in some countries. Read more: Generic Ozempic Makers Are Coming to Upend the Obesity Market Firms could sell it for even less, the researchers said. Their study was released this week in a preprint and has not yet been published in a peer-reviewed journal. “It allows a much larger scale of treatment,” said Andrew Hill , a senior visiting research fellow at the University of Liverpool, who helped lead the study. “The low price gives countries a vision of treating their whole population.” They calculated the cost by analyzing shipment records for 2024 and 2025 of key ingredients used to make semaglutide, and estimated manufacturing costs that included packaging, taxes and profit. The methods are similar to those that a different team of researchers used in 2024 to find that Ozempic could be profitably produced for less than $5 a month. Hill’s team found that oral versions of the drug would be more expensive than shots, at $186 to $380 per year. For injected versions, the drug ingredient itself was a fraction of the cost, between a penny and 12 cents per dose. They estimated injection pens accounted for 30 cents to $2.50 per device. The level o...
The Planned "NATO Bank" Is Expected To Finance Europe's Impending Arms Race With Russia Authored by Andrew Korybko, The Russian-Polish security dilemma will likely serve as the impetus for fully unleashing and properly managing the capabilities of European NATO as a whole per the US’ National Defense Strategy. RT drew attention in late January to a report by Izvestia about the West’s alleged plans...
The Planned "NATO Bank" Is Expected To Finance Europe's Impending Arms Race With Russia Authored by Andrew Korybko, The Russian-Polish security dilemma will likely serve as the impetus for fully unleashing and properly managing the capabilities of European NATO as a whole per the US’ National Defense Strategy. RT drew attention in late January to a report by Izvestia about the West’s alleged plans to launch a “ Defense, Security, and Resilience Bank ” (DSRB) by 2027. Their article relies on in-depth research by the Atlantic Council , which came up with the idea of what was at first called the “NATO Bank”. The purpose is to provide “low-interest loans for defense modernization”, thus facilitating the goal of NATO members spending 5% of GDP on defense without significantly curtailing social and infrastructure spending. Instead of slashing such programs to redirect funds to defense at the risk of helping populist-nationalists during the next elections and/or provoking unrest, they’d only spend a fraction of the principal each year servicing their DSRB loan instead of paying the cost upfront as if it was part of their annual expenditures. The Executive Summary of the Atlantic Council’s in-depth research hyperlinked to above also notes that “An additional critical function of the DSR bank would be to underwrite the risk for commercial banks”. This would then “enabl[e] them to extend financing to defense companies across the supply chain.” The supplementary purpose is to finance large-scale orders that these companies themselves are unable to afford on their own and most member states can’t finance either without potential populist pushback. Defense companies can then expand production, pump out the requested military-technical equipment at scale, and then sell it at a much more affordable price for accelerating NATO’s planned militarization. The bloc’s Eastern Flank , which largely overlaps with the Polish-led “ Three Seas Initiative ”, is expected to benefit the most. P...
Argent Trust Co grew its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 1.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 58,165 shares of the social networking company's stock after acquiring an additional 845 shares during the quarter. Meta Platforms accounts for about 1.5% of Argent Trust Co's holdings...
Argent Trust Co grew its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 1.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 58,165 shares of the social networking company's stock after acquiring an additional 845 shares during the quarter. Meta Platforms accounts for about 1.5% of Argent Trust Co's holdings, making the stock its 10th largest position. Argent Trust Co's holdings in Meta Platforms were worth $42,715,000 at the end of the most recent reporting period. Several other institutional investors have also made changes to their positions in the business. Brighton Jones LLC grew its position in Meta Platforms by 1.7% in the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock valued at $20,230,000 after acquiring an additional 570 shares during the period. Revolve Wealth Partners LLC increased its position in Meta Platforms by 10.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock valued at $5,537,000 after acquiring an additional 875 shares in the last quarter. Headwater Capital Co Ltd lifted its position in shares of Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock worth $86,454,000 after purchasing an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. acquired a new position in Meta Platforms during the 2nd quarter worth $213,000. Finally, Capital & Planning LLC bought a new position in Meta Platforms in the second quarter valued at about $322,000. 79.91% of the stock is currently owned by institutional investors and hedge funds. Get Meta Platforms alerts: Sign Up Analysts Set New Price Targets META has been the topic of a number of recent research reports. JPMorgan Chase & Co. raised their price objective on shares of Meta Platforms fro...
Anfield Capital Management LLC trimmed its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 81.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 464 shares of the social networking company's stock after selling 2,046 shares during the period. Anfield Capital Management LLC's holdings in Meta Platforms were worth $341,000 as of its ...
Anfield Capital Management LLC trimmed its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 81.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 464 shares of the social networking company's stock after selling 2,046 shares during the period. Anfield Capital Management LLC's holdings in Meta Platforms were worth $341,000 as of its most recent SEC filing. Get Meta Platforms alerts: Sign Up A number of other hedge funds also recently bought and sold shares of the company. Ninepoint Partners LP lifted its position in Meta Platforms by 6.1% in the 3rd quarter. Ninepoint Partners LP now owns 1,569 shares of the social networking company's stock valued at $1,152,000 after acquiring an additional 90 shares in the last quarter. Quantbot Technologies LP boosted its position in Meta Platforms by 678.1% in the third quarter. Quantbot Technologies LP now owns 26,939 shares of the social networking company's stock worth $19,783,000 after purchasing an additional 23,477 shares during the last quarter. Caitlin John LLC grew its position in Meta Platforms by 1.8% during the third quarter. Caitlin John LLC now owns 2,406 shares of the social networking company's stock valued at $1,767,000 after buying an additional 43 shares during the period. Clare Market Investments LLC grew its position in shares of Meta Platforms by 4.0% during the 3rd quarter. Clare Market Investments LLC now owns 30,901 shares of the social networking company's stock valued at $22,693,000 after acquiring an additional 1,180 shares during the period. Finally, Creative Financial Designs Inc. ADV increased its holdings in Meta Platforms by 12.0% in the 3rd quarter. Creative Financial Designs Inc. ADV now owns 1,257 shares of the social networking company's stock worth $923,000 after acquiring an additional 135 shares in the last quarter. Institutional investors own 79.91% of the company's stock. Meta Platforms Trading Down 1.1% NASDAQ:META opened ...