US Is Rapidly Expanding Its Nuclear Supply Chain: It's Not Nearly Fast Enough As we have repeatedly highlighted ( most recently here ), the much-hyped resurgence in US nuclear power is notable for one thing: the lack of actual new reactors. In fact, according to the latest Goldman Nuclear Nuggets monthly report , while China is currently building 38 new nuclear reactors - and both India and Russia...
US Is Rapidly Expanding Its Nuclear Supply Chain: It's Not Nearly Fast Enough As we have repeatedly highlighted ( most recently here ), the much-hyped resurgence in US nuclear power is notable for one thing: the lack of actual new reactors. In fact, according to the latest Goldman Nuclear Nuggets monthly report , while China is currently building 38 new nuclear reactors - and both India and Russia have 6 reactors under construction - the US is not even on the chart . Indeed, despite splashy announcements, like November’s agreement for Japan to fund a $80 billion plan to build as many as 10 big reactors in the US, no new commercial-scale facilities are actually under construction. Meanwhile in China, work has started on 10 new sites since the beginning of 2025 (for the full list see the February Nuclear Nuggets report ). And even if reactors were being built in the US right now (which they aren't) it’s unclear how they would be fueled. As Bloomberg writes, almost all of the uranium going into the current US nuclear fleet is imported , and there’s only enough enrichment capacity to supply about one-third of domestic reactors. If next-generation atomic reactors eventually get built, they’ll need a new type of more potent fuel called high-assay low-enriched uranium, or HALEU, for which there’s just a single demonstration production line in the US that makes small volumes (it belongs to Centrus Energy, one of our favorite stocks). “The core of the issue is insufficient capacity,” says Amir Vexler, the chief executive officer of enrichment company Centrus Energy Corp. “ We need a lot of everything.” However, efforts are under way to expand the nation’s nuclear supply chain, at all four stages of the fuel cycle. First, several uranium miners, including Ur-Energy, are planning to boost US output. Next, when it comes to converting that uranium into gas, Solstice Advanced Materials - the only US conversion company - said last week it plans to increase capacity. The third stag...
Erik Isakson/DigitalVision via Getty Images Last December, I argued that Viavi Solutions Inc. ( VIAV ) was becoming more structurally durable. Now, the company’s results for Q2 FY26 are out, and we can see some tangible progress around its growth drivers. The quarter was a good one by several metrics (revenue and margins are up), and its mix is moving decisively toward data centers as well as aero...
Erik Isakson/DigitalVision via Getty Images Last December, I argued that Viavi Solutions Inc. ( VIAV ) was becoming more structurally durable. Now, the company’s results for Q2 FY26 are out, and we can see some tangible progress around its growth drivers. The quarter was a good one by several metrics (revenue and margins are up), and its mix is moving decisively toward data centers as well as aerospace & defense. The market has also rewarded the stock ( it’s up ~40% since my December publication ), and I don’t think that it has fully repriced. I see more room for Viavi’s earnings power to compound from here, but it’s going to take more than another good quarter to push the stock even further. Q2 FY26 Results: This Was Not a Normal Quarter Metric Q2 FY26 QoQ YoY Revenue $369.3M +23.5% +36.4% Network & Service Enablement (NSE) $291.5M +35.0% +45.8% Optical Security & Performance (OSP) $77.8M -6.4% +9.7% Non-GAAP Gross Margin 61.8% +180 bps +70 bps Non-GAAP Operating Income $71.4M - +77% Non-GAAP Operating Margin 19.3% +360 bps +440 bps Non-GAAP EPS $0.22 +46.7% +69.2% Click to enlarge The headline figures were fantastic, but the underlying numbers are just as important. For example, the company recorded an operating income increase of 77% over the same period in fiscal 2025, which is why EPS rose by about 70%. The incremental revenue is coming in with much better structural margins, and you can see it clearly in the operating margins. In terms of the business segments, we have more of the same: NSE is doing the heavy lifting at 80% of revenue. The good part is that it is growing quickly, too, so the topline is benefiting heavily here. Conversely, OSP isn’t growing anywhere near the same pace, and it actually recorded a negative growth rate compared to Q1 FY26. Then, we have gross margins. Viavi’s GAAP gross margin was 60.4%, but its non-GAAP gross margin was closer to 62%. I’d say this is worth a pause because it’s been rising steadily over the last few quarters, and ...
Farmland Partners ( FPI ) declares $0.09/share quarterly dividend , 50% increase from prior dividend of $0.06. Forward yield 3.08% Payable April 15; for shareholders of record April 1; ex-div April 1. See FPI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Farmland Partners Farmland Partners - Can We Find Upside Despite Higher Rates? Farmland Partners: Asset Value +30% Above Market Pri...
Farmland Partners ( FPI ) declares $0.09/share quarterly dividend , 50% increase from prior dividend of $0.06. Forward yield 3.08% Payable April 15; for shareholders of record April 1; ex-div April 1. See FPI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Farmland Partners Farmland Partners - Can We Find Upside Despite Higher Rates? Farmland Partners: Asset Value +30% Above Market Price Seeking Alpha’s Quant Rating on Farmland Partners Historical earnings data for Farmland Partners Dividend scorecard for Farmland Partners
Energy Services of America Corporation ( ESOA ) on Thursday said that it priced an underwritten public offering of 1.74 million shares of common stock at $11.50 per share. The company expects gross proceeds of about $20.0 million before underwriting discounts, commissions and other expenses. It granted the underwriter a 30-day option to purchase up to an additional 261,000 shares, which would incr...
Energy Services of America Corporation ( ESOA ) on Thursday said that it priced an underwritten public offering of 1.74 million shares of common stock at $11.50 per share. The company expects gross proceeds of about $20.0 million before underwriting discounts, commissions and other expenses. It granted the underwriter a 30-day option to purchase up to an additional 261,000 shares, which would increase gross proceeds to about $23.0 million if fully exercised. The offering is expected to close on February 20, 2026, subject to customary conditions. Net proceeds are to be used for general corporate purposes, working capital, and potential acquisitions, adding it has no current plans or agreements for any specific acquisition. ESOA -10.29% premarket to $12.9. Source: Press Release More on Energy Services of America Seeking Alpha’s Quant Rating on Energy Services of America Historical earnings data for Energy Services of America Dividend scorecard for Energy Services of America Financial information for Energy Services of America
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Medical Properties Trust Medical Properties Trust: Why Short Interest Eased Substantially Before Q4 Earnings From Optionality To Certainty: Why Omega Healthcare Beats Medical Properties Today Medical Properties Trust: Lumpy Recovery & Rich Dividend Yields Still Compelling - Risks Remain Medical Properties Q...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Medical Properties Trust Medical Properties Trust: Why Short Interest Eased Substantially Before Q4 Earnings From Optionality To Certainty: Why Omega Healthcare Beats Medical Properties Today Medical Properties Trust: Lumpy Recovery & Rich Dividend Yields Still Compelling - Risks Remain Medical Properties Q4 earnings preview: Stabilizing revenue can lift investor sentiment Medical Properties Trust to change ticker symbol to MPT from MPW
grinvalds Shares of Etsy ( ETSY ) raced higher in Thursday’s premarket trading as a modest increase in gross merchandise sales (GMS) and ad revenue offset profit erosion and lower-than-expected total revenue. The stock is also gaining additional ground after announcing late Wednesday the sale of its Depop marketplace to eBay ( EBAY ) for $1.2B in cash. “Our clear strategic focus and solid executio...
grinvalds Shares of Etsy ( ETSY ) raced higher in Thursday’s premarket trading as a modest increase in gross merchandise sales (GMS) and ad revenue offset profit erosion and lower-than-expected total revenue. The stock is also gaining additional ground after announcing late Wednesday the sale of its Depop marketplace to eBay ( EBAY ) for $1.2B in cash. “Our clear strategic focus and solid execution are driving progress on the journey to bring the Etsy marketplace back to sustained growth," said Kruti Patel Goyal, Etsy CEO. Excluding Reverb, which the company sold to private investors in April, Etsy ( ETSY ) saw a 2.4% increase in GMS and a 24.5% gain in take rate in the fourth quarter, contributing to a 6.6% increase in revenue to $881.6M, missing expectations by $2.36M. Net income was down $19.2M from a year ago to $110.7M, as a non-cash foreign exchange gain of a comparable amount in Q4 2024 was not realized in the reported quarter. As a result, net income per share declined by 11% to $0.92 but was $0.07 better than anticipated. Adjusted EBITDA of $222.5M was down 11% year-over-year, compressing the adjusted EBITDA margin by 420 basis points to 25.2%. During the quarter, Etsy ( ETSY ) acquired 6.8M new buyers and reactivated 10.4M buyers, but the number of active buyers was down 3.4% year-over-year and nearly unchanged from the prior quarter, and GMS per active buyer was down 0.5% from the same quarter last year. For the current quarter, Etsy ( ETSY ) expects GMS to be between $2.38B and $2.43B compared to $2.3B in the same quarter last year. Additionally, adjusted EBITDA margin is expected to be between 28% and 30% versus 26.3% in Q1 2025. More on Etsy Etsy: Green Shoots Are Not Enough To Generate Optimism Etsy, Inc. (ETSY) Presents at Raymond James TMT & Consumer Conference Transcript Etsy reports mixed Q4 results; initiates Q1 and FY26 outlook eBay to acquire Depop from Etsy for $1.2B in cash Seeking Alpha’s Quant Rating on Etsy
DT Midstream ( DTM ) declares $0.88/share quarterly dividend , 7.3% increase from prior dividend of $0.82. Forward yield 2.64% Payable April 15; for shareholders of record March 16; ex-div March 16. See DTM Dividend Scorecard, Yield Chart, & Dividend Growth. More on DT Midstream DT Midstream: Another Sign Of An Old Bull Market DT Midstream, Inc. (DTM) Presents at Goldman Sachs Energy, CleanTech & ...
DT Midstream ( DTM ) declares $0.88/share quarterly dividend , 7.3% increase from prior dividend of $0.82. Forward yield 2.64% Payable April 15; for shareholders of record March 16; ex-div March 16. See DTM Dividend Scorecard, Yield Chart, & Dividend Growth. More on DT Midstream DT Midstream: Another Sign Of An Old Bull Market DT Midstream, Inc. (DTM) Presents at Goldman Sachs Energy, CleanTech & Utilities Conference - Slideshow DT Midstream Non-GAAP EPS of $1.08 misses by $0.07; initiates FY26 and FY27 outlook DT Midstream Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on DT Midstream
Vale SA agreed to sell most of its stake in a Canadian nickel venture to Exiro Minerals Corp. , Orion Resources Partners LP and Canada Growth Fund Inc. as part of a strategic review of its base metals business. The Brazilian iron ore miner’s Vale Base Metals unit signed an agreement to create a new consortium of owners for the Thompson Nickel Belt operations in Manitoba, it said in a statement Thu...
Vale SA agreed to sell most of its stake in a Canadian nickel venture to Exiro Minerals Corp. , Orion Resources Partners LP and Canada Growth Fund Inc. as part of a strategic review of its base metals business. The Brazilian iron ore miner’s Vale Base Metals unit signed an agreement to create a new consortium of owners for the Thompson Nickel Belt operations in Manitoba, it said in a statement Thursday. Exiro, Orion and CGF will own about 81% of the new company, with Vale retaining 19%. Vale is looking to strengthen the competitiveness of its global base metals portfolio, including a bigger push into copper. The consortium partners committed to investing as much as $200 million at Thompson, while Vale Base Metals signed an offtake agreement for concentrate produced at the Thompson Mill, thereby maintaining its status as Canada’s top nickel supplier. The miner didn’t disclose the terms of the transaction, which is expected to close by year-end.
Planet Green Holdings ( PLAG ) said on Thursday that NYSE Regulation has accepted the company’s compliance plan regarding its continued listing status and granted a plan period through June 8, 2027. The company said NYSE Regulation reviewed its January 6, 2026 plan and financial statement projections before accepting the plan. The exchange will monitor the company periodically for compliance with ...
Planet Green Holdings ( PLAG ) said on Thursday that NYSE Regulation has accepted the company’s compliance plan regarding its continued listing status and granted a plan period through June 8, 2027. The company said NYSE Regulation reviewed its January 6, 2026 plan and financial statement projections before accepting the plan. The exchange will monitor the company periodically for compliance with the initiatives outlined in the plan. Planet Green said that if it fails to meet continued listing standards by the June 8, 2027 deadline, or does not make progress consistent with the plan, NYSE Regulation staff would initiate delisting proceedings. The company said it may appeal any staff delisting determination under the NYSE Company Guide. PLAG closed +10.35% at $2.93. Source: Press Release More on Planet Green Holdings Corp. Seeking Alpha’s Quant Rating on Planet Green Holdings Corp. Financial information for Planet Green Holdings Corp.
Late Wolves leveller means seven dropped points from winning positions in 2026 – and Manchester City are lurking It was left to Bukayo Saka to sum up the mood in Arsenal’s dressing room. “Very flat,” admitted the England forward after watching his side surrender a 2-0 lead at Wolves on Wednesday night. A couple of hours earlier, Saka’s first goal in 15 games in all competitions – his longest droug...
Late Wolves leveller means seven dropped points from winning positions in 2026 – and Manchester City are lurking It was left to Bukayo Saka to sum up the mood in Arsenal’s dressing room. “Very flat,” admitted the England forward after watching his side surrender a 2-0 lead at Wolves on Wednesday night. A couple of hours earlier, Saka’s first goal in 15 games in all competitions – his longest drought since breaking into the first team as a fresh-faced teenager in 2018 – looked to have set up an easy victory over the Premier League’s bottom side to restore Arsenal’s seven-point cushion over Manchester City. Made captain for the night by Mikel Arteta in the continued absence of Martin Ødegaard, Saka celebrated his rare headed goal by mimicking signing the lucrative five-year contract worth more than £300,000 a week that he has agreed . But his broad smile had turned to a frown by the time he faced the television cameras in the tunnel at Molineux. Continue reading...
First Majestic Silver ( AG ) declares $0.0083/share quarterly dividend , 59.6% increase from prior dividend of $0.0052. Forward yield 0.15% Payable March 16; for shareholders of record Feb. 27; ex-div Feb. 27. See AG Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Majestic Silver Corp. First Majestic: Gold Is Cheaper Than Silver First Majestic Silver: Scale, Discipline, And Beta ...
First Majestic Silver ( AG ) declares $0.0083/share quarterly dividend , 59.6% increase from prior dividend of $0.0052. Forward yield 0.15% Payable March 16; for shareholders of record Feb. 27; ex-div Feb. 27. See AG Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Majestic Silver Corp. First Majestic: Gold Is Cheaper Than Silver First Majestic Silver: Scale, Discipline, And Beta To Silver Make It A Strong Buy (Rating Upgrade) First Majestic Silver: Don't Chase The Stock Here First Majestic Silver Non-GAAP EPS of $0.30 beats by $0.07, revenue of $463.9M First Majestic Silver Q4 2025 Earnings Preview
(RTTNews) - Laureate Education, Inc. (LAUR), an operator of higher education institutions across Mexico and Peru, said on Thursday that its Board has approved a $150 million increase to its existing share repurchase program of $250 million.
(RTTNews) - Laureate Education, Inc. (LAUR), an operator of higher education institutions across Mexico and Peru, said on Thursday that its Board has approved a $150 million increase to its existing share repurchase program of $250 million.
India has been innovative in adopting AI through its regulation, AI infrastructure, and its use of AI in the education sector says Julie Sweet, Accenture CEO. The company has been expanding its presence in the country in recent years, and now has over 350,000 employees in India. Julie spoke to Bloomberg TV's Haslinda Amin on the sidelines of the AI Impact Summit in New Delhi. (Source: Bloomberg)
India has been innovative in adopting AI through its regulation, AI infrastructure, and its use of AI in the education sector says Julie Sweet, Accenture CEO. The company has been expanding its presence in the country in recent years, and now has over 350,000 employees in India. Julie spoke to Bloomberg TV's Haslinda Amin on the sidelines of the AI Impact Summit in New Delhi. (Source: Bloomberg)