Elon Musk's SpaceX ( SPCX ) has filed for an IPO that may turn out to be the largest in market history. In addition to its flagship space transportation business, SpaceX also owns satellite internet provider Starlink ( STRLK ), social media platform X, and AI developer xAI ( X.AI ). While SpaceX's business mix is largely unique, it's not the only company working in those sectors. We asked Seeking ...
Elon Musk's SpaceX ( SPCX ) has filed for an IPO that may turn out to be the largest in market history. In addition to its flagship space transportation business, SpaceX also owns satellite internet provider Starlink ( STRLK ), social media platform X, and AI developer xAI ( X.AI ). While SpaceX's business mix is largely unique, it's not the only company working in those sectors. We asked Seeking Alpha analysts Deep Value Investing , Dhierin Bechai , and Gene Chan which publicly traded companies they thought might make for good alternative investments to SpaceX. Deep Value Investing : I see two interesting alternatives to buying SpaceX ( SPCX ) on its IPO day. One of them provides some exposure before its IPO. The first is the ERShares Private-Public Crossover ETF ( XOVR ), which disclosed $230M in SpaceX ( SPCX ) exposure, representing roughly 20% of AUM. That said, this ETF does not get its exposure through SpaceX common shares. Instead, the ETF has exposure through a special purpose vehicle that invests in private securities/private funds with exposure to SpaceX ( SPCX ). It’s risky, as the SPV exposure is illiquid, restricted, and Level 3, meaning it is valued using significant unobservable inputs. The other, slightly more interesting alternative is Planet Labs ( PL ), which I owned earlier this year when I rotated out of tech. Yes, it’s a grotesquely overvalued stock trading at 34x forward sales, but RPO is growing in the triple digits, and that’s before a $1.5T catalyst in 2027. I like the growth story of this stock, but unfortunately, I sold my position, as I moved back into tech (particularly, into AI hyperscaler beneficiaries) in early April. I still like this stock, and it has some limited exposure to AI through image analytics. Dhierin Bechai : Rocket Lab ( RKLB ) comes to mind as an alternative to SpaceX ( SPCX ) as the company provides launch services and, with its Flatellite satellite, could eventually also become an operator of large satellite constel...
JasonDoiy/iStock Unreleased via Getty Images I believe that Roblox Corporation ( RBLX ) is still an unattractive investment after nearly two years from my previous article. The gaming platform’s recent growth has exceeded my previous expectations, but the company faces massive uncertainties ahead – Roblox’s age-check roll out has weakened platform momentum, and underlying profitability remains thi...
JasonDoiy/iStock Unreleased via Getty Images I believe that Roblox Corporation ( RBLX ) is still an unattractive investment after nearly two years from my previous article. The gaming platform’s recent growth has exceeded my previous expectations, but the company faces massive uncertainties ahead – Roblox’s age-check roll out has weakened platform momentum, and underlying profitability remains thin and inconsistent. The valuation continues to rely on shaky assumptions. I maintained a Sell rating in my previous June 2024 article on the stock, titled “ Roblox: Lavish SBC And High Valuation Make The Stock Unattractive ”. The stock has had a wild ride since – Roblox more than quadrupled after the article at one point, but the stock has since plummeted back. In total, the stock has now returned 28% after my article, slightly underperforming the S&P 500’s 35% gain. My Rating History on RBLX (Seeking Alpha) Roblox’s Momentum Was Great Prior to Age-Check Pushback Revisiting Roblox, it becomes clear that recent growth has exceeded my previous expectations. Roblox has continued to maintain and grow cultural relevance among young people despite the game’s seemingly outdated graphics. New experiences such as Grow a Garden, Steal a Brainrot, and 99 Nights in the Forest drew a growing audience to Roblox’s platform during 2025. Overall, momentum across an increasing number of total experiences continues to garner a consistent player base. Instead of decelerating after 2023, revenue growth only accelerated in 2024-2025. The latest Q1 report continued to show very fast 39% revenue growth, and even slightly faster 43% growth in bookings. Revenues came in at yet another all-time high of $1.44 billion. Growth in Roblox’s topline has been accompanied by fantastic year-on-year growth in operating metrics. Daily active users grew by 35% to 132 million in Q1, and hours engaged increased by 43% to 31 billion. Author's Illustration Using TIKR Data Combining the grey and blue bars, the above ...
Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...
Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...
Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. Other semiconductor stocks also made gains on May 20: ARM closed 15.05% higher at $256.73. Intel closed 7.36% higher at $118.96. Marvell closed 5.97% higher at $186.80. Micron closed 4.76% higher at $731.99. Broadcom closed 1.63% higher at $417.76. Nvidia closed 1.3% higher at $223....
Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. Other semiconductor stocks also made gains on May 20: ARM closed 15.05% higher at $256.73. Intel closed 7.36% higher at $118.96. Marvell closed 5.97% higher at $186.80. Micron closed 4.76% higher at $731.99. Broadcom closed 1.63% higher at $417.76. Nvidia closed 1.3% higher at $223.47. It seems that the semiconductor stock rally that started at the end of March and ran into a hiccup on May 14 has recovered its momentum. The volatility that often occurs when Nvidia (NVDA) earnings are near has been resolved, as the company beat and raised as expected. AMD might have timed the announcement of its latest $10 billion investment to intentionally use this continued momentum, adding to the positive factors that have been fueling AMD’s rally. Positive factors include: Hyperscalers increasing their capital expenditure plans Bank of America revising its server CPU sales forecasts Intel’s Q1 earnings boosting confidence in the semiconductor sector Bank of America raising its price target for AMD The rally faced a slight bump in the road on May 14. The likely cause was President Donald Trump’s meeting with Chinese leader Xi Jinping, which ended without major chip deals, as reported by the Wall Street Journal. Another factor may have been a strong warning from UBS analysts about semiconductor stocks and the Magnificent 7, reported Proactive. AMD invests more than $10 billion in the Taiwan manufacturing ecosystem AMD confirmed investments of more than $10 billion across the Taiwan ecosystem to expand strategic partnerships. To address the growing demand for AI infrastructure, AMD is advancing leading-edge silicon, packaging, and manufacturing technologies. These technologies will enable higher performance, greater efficiency, and faster deployment of AI systems. “As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing ...
Oselote/iStock via Getty Images This article updates my review of June 2024 in light of current holdings and recent performance. VBK strategy Vanguard Small-Cap Growth ETF ( VBK ) was launched on 01/26/2004 and tracks the CRSP US Small Cap Growth Index. VBK has a portfolio of 550 stocks, a 30-day SEC yield of 0.46%, and an expense ratio of 0.05%. The same strategy is also available as a mutual fun...
Oselote/iStock via Getty Images This article updates my review of June 2024 in light of current holdings and recent performance. VBK strategy Vanguard Small-Cap Growth ETF ( VBK ) was launched on 01/26/2004 and tracks the CRSP US Small Cap Growth Index. VBK has a portfolio of 550 stocks, a 30-day SEC yield of 0.46%, and an expense ratio of 0.05%. The same strategy is also available as a mutual fund ( VSGAX ). VBK has changed underlying indexes twice: it was tracking the S&P SmallCap 600 Growth Index in 2004-2005, then the MSCI US Small Cap Growth Index from 2005 to 2013, and finally the current index since 4/17/2013. As described by CRSP, the underlying index “represents the Growth Style for companies covering 85% to 98% of cumulative capitalization of CRSP US Total Market.” It is rebalanced quarterly. The fund’s turnover rate was 24% in the most recent fiscal year. I will use as a benchmark the parent index CRSP US Small Cap Index, represented by Vanguard Small-Cap ETF ( VB ). VBK portfolio The portfolio has significant exposure in industrials (25.2% of asset value) and technology (20.9%). Compared to the parent index, VBK overweights mostly technology and healthcare, while it downplays financials, real estate, and utilities. VBK sector breakdown (Chart: author; data: Vanguard) The fund is very diversified and has low company-specific risk. The top 10 holdings, listed in the next table, represent 9.3% of asset value, and the heaviest position weighs 1.1%. Ticker Name Weight BE Bloom Energy Corp. 1.11% CIEN Ciena Corp. 1.10% FIX Comfort Systems USA Inc. 0.95% LITE Lumentum Holdings Inc. 0.95% CASY Casey's General Stores Inc. 0.90% FTI TechnipFMC plc 0.89% COHR Coherent Corp. 0.88% RVMD Revolution Medicines Inc. 0.84% CRDO Credo Technology Group Holding Ltd. 0.83% ALAB Astera Labs Inc. 0.83% Click to enlarge Fundamentals As reported in the next table, VBK is more expensive than the benchmark based on valuation ratios and has significantly higher growth rates, in acco...
Walter Cicchetti/iStock Editorial via Getty Images The market is preparing for Space Exploration Technologies Corp.’s ( SPCX ), commonly known as SpaceX, massive IPO. SpaceX filed its S-1 SEC filing on the 20 th of May ahead of the anticipated listing, revealing a massive amount of information about the company and its financials. The main prospectus spans over 277 pages, and the filing includes a...
Walter Cicchetti/iStock Editorial via Getty Images The market is preparing for Space Exploration Technologies Corp.’s ( SPCX ), commonly known as SpaceX, massive IPO. SpaceX filed its S-1 SEC filing on the 20 th of May ahead of the anticipated listing, revealing a massive amount of information about the company and its financials. The main prospectus spans over 277 pages, and the filing includes an additional 96 pages related to financial statements. The company's three reportable segments have wildly different financial profiles and future prospects and provide a very interesting view of the company. Currently, SpaceX's business is based on Starlink’s strong financial trajectory, but resources are primarily being put on AI. The IPO is expected to be completed by mid-June already, according to trading market odds . SpaceX's Financials Finally Got Revealed SpaceX revealed a lot in the recent S-1 filing. The filing included discussion about SpaceX’s strengths, industry projections, risk factors, planned use of IPO proceeds, and other aspects. In my opinion, the most important disclosed information was SpaceX’s financial performance from 2023 to Q1’2026. The company separates the business into three reportable segments—Space, Connectivity, and AI. The Space segment is responsible for what SpaceX is traditionally known for: designing, manufacturing, and launching reusable rockets, namely including the Falcon family. Connectivity includes the Starlink service, which provides high-speed internet service through satellites to governments, enterprises, and broadband & mobile consumers. The AI segment includes SpaceX’s data center infrastructure for AI training, namely COLOSSUS and COLOSSUS II, the proprietary Grok AI model, and the X social media platform. The filing revealed that SpaceX’s revenue is largely based on Connectivity, generating the majority of the total current topline. Total revenues over the past twelve months stand at $3.8 billion for Space, $12.2 billion f...
Jeremy Edwards The Federal Reserve’s latest meeting minutes revealed their most hawkish stance since July 2023, reinforcing a market shift away from expectations for rate cuts. According to SoFi Chief Market Strategist Liz Thomas, most Fed officials now view a rate hike as possible if inflation remains elevated. She added that many also favored removing the easing bias from the policy statement—a ...
Jeremy Edwards The Federal Reserve’s latest meeting minutes revealed their most hawkish stance since July 2023, reinforcing a market shift away from expectations for rate cuts. According to SoFi Chief Market Strategist Liz Thomas, most Fed officials now view a rate hike as possible if inflation remains elevated. She added that many also favored removing the easing bias from the policy statement—a notable development suggesting the hawkish push extended beyond the three officials who formally dissented to include broad agreement among non-voters as well. The minutes arrive as markets already grapple with sticky inflation, higher energy prices and rising sensitivity to any sign the Fed may need to harden its stance. What had appeared to be a debate over when to cut is increasingly becoming a debate over whether the easing bias survives at all. Liz Thomas More on the U.S. Economy A Turning Point: Sovereign Bond Yields Soaring Treasury Yields Take The Wheel The Surging U.S. Treasury Yield: Can Stablecoins Help? Over half in BofA survey see Fed hike conditions met or near Is the next Fed chair a true QT threat?
watch now VIDEO 2:09 02:09 Options traders take quantum leap Options Action If there're two things traders love right now, they are cutting-edge tech and an all-American comeback story. Throw in some help from the U.S. government, and it's been a recipe for success. That could explain why traders are pouring into options on IBM after news the Armonk, New York-based juggernaut stands to receive $1 ...
watch now VIDEO 2:09 02:09 Options traders take quantum leap Options Action If there're two things traders love right now, they are cutting-edge tech and an all-American comeback story. Throw in some help from the U.S. government, and it's been a recipe for success. That could explain why traders are pouring into options on IBM after news the Armonk, New York-based juggernaut stands to receive $1 billion from the U.S. Commerce Department, the biggest recipient of a series of grants to support quantum computing. Options traders stormed into the stock, trading almost 200,000 contracts, on pace for 15 times the daily average of the past 30 days, according to data from Cboe's LiveVol. Calls outpaced puts nearly 8:1. More than 42,000 calls were bought, compared to 27,500 sold and less than 4,000 puts bought. It's not hard to see the similarities in the story of the government's endorsement of IBM as its investment in sidelined semiconductor giant Intel, whose shares were in a multiyear, 70% decline before turning around last year as the government took a 10% stake in the stock. Intel's up 500% since its low last year, rewarding options traders who took outsized bets on a rally. Stock Chart Icon Stock chart icon IBM 5yr chart IBM was in a multiyear bull run on its transformation to cloud and hybrid services but dropped 30% since November in sympathy with the broader selloff in cloud-centric businesses. The biggest options trader in the stock Thursday seems to believe this deal could be the catalyst for a multi-year run. They spent $2.7 million buying more than 500 contracts of the 260-strike call expiring Dec. 15, 2028. That's the longest-dated contract available to trade in the stock and carries a juicy time premium that means the trader actually needs IBM to get across $312 by expiry, or roughly 30% higher from here. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Shares of International Business Machines (IBM +11.50%) rallied 11.3% on Thursday, as of 2:35 p.m. EDT. IBM, as a large-cap stock, doesn't tend to move this much without quarterly earnings. But today, "Big Blue" was at the center of big quantum computing news, which also included the very newsworthy Trump administration. Expand NYSE : IBM International Business Machines Today's Change ( 11.50 %) $...
Shares of International Business Machines (IBM +11.50%) rallied 11.3% on Thursday, as of 2:35 p.m. EDT. IBM, as a large-cap stock, doesn't tend to move this much without quarterly earnings. But today, "Big Blue" was at the center of big quantum computing news, which also included the very newsworthy Trump administration. Expand NYSE : IBM International Business Machines Today's Change ( 11.50 %) $ 25.87 Current Price $ 250.87 Key Data Points Market Cap $211B Day's Range $ 230.96 - $ 252.20 52wk Range $ 212.34 - $ 324.90 Volume 935K Avg Vol 6.3M Gross Margin 57.80 % Dividend Yield 2.99 % IBM unveils Anderon, the country's first quantum foundry Today, the U.S. Commerce Department announced its intention to fund roughly a dozen U.S. quantum computing companies to accelerate the development of the technology. Among the awardees was IBM, which announced Anderon, what it calls, "America's first pure-play quantum foundry." According to the news release, IBM and the Commerce Department have signed a letter of intent to build Anderon in Albany, N.Y., to which IBM will contribute $1 billion, with an additional $1 billion coming from the Commerce Department via the 2022 CHIPS Act funding. While IBM has its own proprietary quantum computing technology under its corporate umbrella and is thus a competitor in some ways to the other "pure-play" quantum computing stocks being funded today, it appears that IBM will also aim to be the foundry for these competitors, producing their quantum chips in addition to IBM's own. In the announcement, IBM said it would use its 300mm wafer process, along with other advanced manufacturing technologies it has cultivated over many years. CEO Arvind Krishna said: IBM has pioneered quantum computing for decades. Our work in silicon wafer fabrication has been a key to IBM's success and will be critical to enable a broader quantum technology landscape that will reshape global innovation and economic competitiveness. With the support of the U.S. Departm...
In this article GRMN Follow your favorite stocks CREATE FREE ACCOUNT An Oura smart ring and charging case at MWC Barcelona 2026 in Barcelona, Spain, on Tuesday, March 3, 2026. Angel Garcia | Bloomberg | Getty Images Oura, the maker of the eponymous smart ring that tracks the health and sleep of wearers, has confidentially filed a draft of its IPO prospectus with the Securities and Exchange Commiss...
In this article GRMN Follow your favorite stocks CREATE FREE ACCOUNT An Oura smart ring and charging case at MWC Barcelona 2026 in Barcelona, Spain, on Tuesday, March 3, 2026. Angel Garcia | Bloomberg | Getty Images Oura, the maker of the eponymous smart ring that tracks the health and sleep of wearers, has confidentially filed a draft of its IPO prospectus with the Securities and Exchange Commission, the company announced on Thursday. Oura did not specify the timeline for an IPO, saying it would take place after the SEC completes its review process, subject to market and other conditions. Launched in 2015, Oura's smart ring product has evolved well beyond sleep tracking and now features a variety of features focused on broader health and wellness. In recent years, it has increasingly focused on advancing preventative health through new capabilities, AI, analytics and other features. The company recently reported it is on track to surpass five million paid members this quarter, a fourfold increase over the past two years. That has led to a 4x increase in total revenue over the past two fiscal years, it said. Oura, which has been named to the CNBC Disruptor 50 list four times, including No. 14 in 2026 , was valued at $11 billion in October following a $900 million Series E funding round. The company has raised more than $1.5 billion in total. More coverage of the 2026 CNBC Disruptor 50 2026 CNBC Disruptor 50: See the full list of companies The latest trends shaping Disruptor success stories Inside the research process for this year's list How Armada is building data centers on the edge, and around the globe Shield AI, and the Pentagon's race to build cheaper drone fighters Watch: Waabi CEO on when the self-driving big rigs will be here Watch: Replit's CEO on vibe-coding era's solopreneur billionaires Last September, Oura announced that it had sold over 5.5 million Oura Rings since the product's launch, up from 2.5 million rings the company said it had sold as of June...
SCARSDALE, N.Y., May 21, 2026 /PRNewswire/ -- With three decades of experience, Michael E. Kounavis, PhD, has solidified himself as a senior industry leader whose achievements Marquis Who's Who is proud to recognize. Specializing in computer science, particularly cryptography and machine learning, Dr. Kounavis has made numerous contributions to these areas as well as microprocessor innovation. Tod...
SCARSDALE, N.Y., May 21, 2026 /PRNewswire/ -- With three decades of experience, Michael E. Kounavis, PhD, has solidified himself as a senior industry leader whose achievements Marquis Who's Who is proud to recognize. Specializing in computer science, particularly cryptography and machine learning, Dr. Kounavis has made numerous contributions to these areas as well as microprocessor innovation. Today, he aims to continue protecting data while advancing new fields of technology. Michael E. Kounavis (PRNewsfoto/Marquis Who's Who) Before beginning his professional career, Dr. Kounavis established his academic foundations. He first earned a bachelor's degree in Athens, Greece, before pursuing a master's degree at Columbia University in New York. From 1996 to 2003, he served as a graduate research assistant at the university. In 2003, he graduated with a doctorate from the same institution. Contributions at Intel Corp In 2004, Dr. Kounavis joined Intel Corp., where he worked as a senior staff research scientist. In this role, he developed computer architecture extensions to protect the confidentiality and integrity of data. This involved extending microprocessor circuits to prevent the malicious alteration or theft of data. While cyberattacks persist, this development in microprocessor architecture was significant for the field. At Intel, Dr. Kounavis became familiar with artificial intelligence. While focusing on his work in microprocessor architecture, he approached the new technology from an academic standpoint, building new skills from the ground up. He contributed to innovations in the field of artificial intelligence, developed patents and published research papers. Becoming Involved at Meta During this time, Dr. Kounavis also became involved with the Georgia Institute of Technology in the field of adversarial machine learning. By 2021, this involvement had paved the way for him to become an expert in the field, and he was eventually hired as a software engineer at ...
Klaus Vedfelt Shareholders of Pacira BioSciences (PCRA) have been told by two individuals backed by DOMA Perpetual Capital Management to join the biopharma's board to ignore criticisms of them by management and elect them "to bring fresh perspective and rigorous questioning to the Company boardroom." Christopher Dennis and Oliver Benton Curtis III say that despite management attacking their credib...
Klaus Vedfelt Shareholders of Pacira BioSciences (PCRA) have been told by two individuals backed by DOMA Perpetual Capital Management to join the biopharma's board to ignore criticisms of them by management and elect them "to bring fresh perspective and rigorous questioning to the Company boardroom." Christopher Dennis and Oliver Benton Curtis III say that despite management attacking their credibility in a letter to shareholders earlier this month, they are qualified and independent. "We each conducted our own diligence on the Company before agreeing to stand for election," Dennis and Curtis wrote in their shareholder letter. "What we found is a business with real assets and a worthy non-opioid pain mission, operating inside a governance structure that has not produced the returns or developed the strategic discipline that shareholders deserve." Dennis is a physician executive, while Curtis is a lawyer. The duo also challenged management's May 5 letter, writing , "With a federal reimbursement catalyst now fully active and commercial coverage expanded to 110 million lives, shareholders should ask whether 5% topline growth is the success story management is presenting, or the early ceiling of what the existing strategy can produce." DOMA Perpetual owns ~7.5% of Pacira common stock. More on Pacira BioSciences Pacira BioSciences: Exparel Still Supports My Original Bull Case Pacira BioSciences, Inc. (PCRX) Q1 2026 Earnings Call Transcript Pacira BioSciences, Inc. 2026 Q1 - Results - Earnings Call Presentation Pacira outlines 2026 revenue guidance of $745M-$770M while advancing PCRX-201 Phase II milestones Pacira BioSciences Q1 2026 Earnings Preview
Andranik Hakobyan/iStock via Getty Images Fund Overview Through its multi-sector fixed-income strategy, the fund invests predominantly in US issuers with the goal of generating high current income and total return in excess of the benchmark over market cycles. Market Overview The US short-duration, investment-grade bond market, as represented by the Bloomberg 1-3 Year Government/Credit Index, retu...
Andranik Hakobyan/iStock via Getty Images Fund Overview Through its multi-sector fixed-income strategy, the fund invests predominantly in US issuers with the goal of generating high current income and total return in excess of the benchmark over market cycles. Market Overview The US short-duration, investment-grade bond market, as represented by the Bloomberg 1-3 Year Government/Credit Index, returned 0.28% during the first quarter of 2026. Credit markets entered 2026 on a solid footing, extending the constructive environment that characterized much of 2025. The One Big Beautiful Bill Act provided fiscal tailwinds to the economy, the labor market held unemployment steady despite immigration-driven supply constraints, and the Federal Reserve cut rates in December. Markets were expecting two or three additional cuts during the year. Ten-year Treasury yields were drifting lower, and credit spreads were near cycle tights. Then, on February 28, the US and Israel launched strikes on Iran, and the calculus changed. The most direct impact has been on energy markets. Iran's closure of the Strait of Hormuz, through which roughly 20% of global fossil fuels flow, removed critical supply from the market. Brent crude, which traded near $60 per barrel at the start of the quarter, surged well above $100 in March. Gasoline and diesel prices in the US rose sharply as a result. Secondary impacts quickly spread to fertilizer, helium, and carbon-dependent markets. While the US remains in a strong supply position, shortages and rationing are spreading to Europe and emerging markets. The Treasury market no longer expects the Fed to cut rates this year. Yields rose across the curve as bonds sold off in response to the geopolitical shock and its inflationary implications. Even so, corporate credit entered the conflict on solid footing. Defaults through February remained well below long-term averages at 2.1%. Investment-grade leverage held near recent averages, and interest coverage had stab...
Watch 1996 reports of the fatal plane attack at the heart of Castro's indictment The US government has charged the former Cuban president with conspiracy to kill US nationals and other crimes over the downing of the two planes.
Watch 1996 reports of the fatal plane attack at the heart of Castro's indictment The US government has charged the former Cuban president with conspiracy to kill US nationals and other crimes over the downing of the two planes.
Marcus Lemonis Fires Back On X Over Claims Camping World Spiraling Toward Bankruptcy America's largest RV dealer and service chain, selling new and used motorhomes, travel trailers, and more for outdoor living, has been under pressure over the past several years as high interest rates have crushed RV demand . An X user with the handle " Roger " laid out his thesis on why Camping World is next on t...
Marcus Lemonis Fires Back On X Over Claims Camping World Spiraling Toward Bankruptcy America's largest RV dealer and service chain, selling new and used motorhomes, travel trailers, and more for outdoor living, has been under pressure over the past several years as high interest rates have crushed RV demand . An X user with the handle " Roger " laid out his thesis on why Camping World is next on the list to "file Chapter 11 bankruptcy with $3.5 billion of unpayable debt," adding, "West Marine (one of the largest boat suppliers in the US) just filed Chapter 11 bankruptcy today, holding over $1 billion in debt." Camping World $CWH expected to file Chapter 11 bankruptcy with $3.5 billion of unpayable debt. West Marine (one of largest boat suppliers in US) just filed Chapter 11 bankruptcy today holding over $1 billion in debt. RV and Boat Bankruptcies. The signs are clear. pic.twitter.com/hBUvxQ5sWJ — Roger (@rdd147) May 21, 2026 Camping World Revenues and Liabilities Roger added, "RV and Boat Bankruptcies. The signs are clear." Same boat as West Marine. Camping World is in Final stages of screwing the landlord to pay the debt holders. pic.twitter.com/25KTtPlZcq — Roger (@rdd147) May 21, 2026 Shares of Camping World have been locked in a brutal bear market since peaking near $45 in late 2021, with the stock now down about 86% as of Thursday. The sell-off has pushed shares back toward Covid-era lows, as high interest rates continue to choke off RV demand and corporate America as a whole warns that consumers have significantly dialed back on big-ticket items ( read here ). Responding on X to Roger's bear thesis on Camping World was none other than Marcus Lemonis, CEO of Bed Bath & Beyond, co-founder of Camping World, and TV personality. Lemonis said Roger's view that Camping World was sliding toward bankruptcy was " totally false ." Totally false — Marcus Lemonis (@marcuslemonis) May 21, 2026 Roger then responded to Lemonis : "Explain. Why are liabilities rising, in parti...
This article first appeared on GuruFocus. Alphabet's Google (GOOG, Financials) is making a big AI infrastructure bet in Missouri. The company announced plans to invest $15 billion in a new data center in New Florence, one of the largest technology projects the state has seen. The reason is simple: AI needs a huge amount of computing power. As more companies use AI tools in search, cloud services, ...
This article first appeared on GuruFocus. Alphabet's Google (GOOG, Financials) is making a big AI infrastructure bet in Missouri. The company announced plans to invest $15 billion in a new data center in New Florence, one of the largest technology projects the state has seen. The reason is simple: AI needs a huge amount of computing power. As more companies use AI tools in search, cloud services, software and business operations, Google needs more data center capacity to support that demand. The project also shows how quickly the AI race is turning into a real estate, power and infrastructure race. Big tech companies are now competing not only on models and software, but also on who can build enough capacity to run them. For investors, the Missouri project is another sign that Google is still spending heavily to defend its place in cloud computing and artificial intelligence.
The Domestic Abuse Act fails to fully recognise the danger of technology-facilitated abuse, such as location tracking or hidden stalkerware, a Lords select committee has heard. Tech abuse has become “increasingly prevalent” and “very commonplace now within a domestic abuse context”, said Jen Reed, the head of policy at University College London’s Gender and Tech Research Lab, during an evidence se...
The Domestic Abuse Act fails to fully recognise the danger of technology-facilitated abuse, such as location tracking or hidden stalkerware, a Lords select committee has heard. Tech abuse has become “increasingly prevalent” and “very commonplace now within a domestic abuse context”, said Jen Reed, the head of policy at University College London’s Gender and Tech Research Lab, during an evidence session. Technology-facilitated abuse, or tech abuse, is the use of digital devices and platforms to harass, stalk, monitor, control and abuse an individual. Reed called for the inclusion of tech abuse in the statutory definition of domestic abuse. She said: “Tech abuse is just as devastating as physical abuse. The effects that we see on individuals, I cannot overstate enough how horrendous some of the cases are that we see. “We see stalkerware and spyware installed on people’s phones. We see a lot of [Apple] AirTags and tracking devices being sewn into children’s belongings or clothes during visitation orders, so that the child can be tracked back to their refuge. “We’ve seen smart fridges used to stop people from being able to eat or to access food while they’re at home. We’ve seen smart speakers – when a perpetrator has gone to work – accessed remotely to blast a wedding song or something else triggering through every speaker in the home.” The Domestic Abuse Act 2021 created a statutory definition of domestic abuse that encompassed physical or sexual abuse, violent or threatening behaviour, coercive and controlling behaviour, economic abuse, and psychological or emotional abuse. While tech abuse is not mentioned, cases would typically fall under the category of coercive and controlling behaviour – although there is room for cases to fall between the cracks. The cybersecurity company Kaspersky released a report into tech abuse on Tuesday, which found 45% of its respondents globally had experienced tech abuse in the past 12 months. Tech abuse was explicitly included in the s...
Kintarapong/iStock via Getty Images The last time I spoke about Dyne Therapeutics, Inc. ( DYN ), it was with a Seeking Alpha article entitled " Dyne: Accelerated Approval Established Endpoint Sets Stage For DM1 Data In Mid-2026 ." With respect to this article, I mentioned that the company was in the process of recruiting patients for its phase 1/2 ACHIEVE REC study [registrational cohort study] us...
Kintarapong/iStock via Getty Images The last time I spoke about Dyne Therapeutics, Inc. ( DYN ), it was with a Seeking Alpha article entitled " Dyne: Accelerated Approval Established Endpoint Sets Stage For DM1 Data In Mid-2026 ." With respect to this article, I mentioned that the company was in the process of recruiting patients for its phase 1/2 ACHIEVE REC study [registrational cohort study] using its drug zeleciment basivarsen [z-basivarsen] for the treatment of patients with myotonic dystrophy Type 1 [DM1]. The latest update for this program is that there is an expectation to complete enrollment of 60 patients for this study in Q2 of 2026. The downside is that this ACHIEVE REC study, using z-basivarsen to treat these DM1 patients, is not expected to release top-line data until Q1 of 2027. Positive data from this registration cohort study, plus from the multiple-ascending dose [MAD] and extension study ACHIEVE, could end up allowing this company to then file for FDA Accelerated Approval of z-basivarsen for these patients in Q3 of 2027. Lastly, Dyne has aligned with the FDA for the confirmatory phase 3 HARMONIA study using this drug to treat these DM1 patients. I had a Strong Buy rating on this stock the last time around, and I believe that it is important to keep this rating as it is. The advancement of the DM1 drug development program is one reason for it, but the other reason is because of the Duchenne Muscular Dystrophy [DMD] treatment program. As an update for this particular program, the company was able to achieve the primary endpoint in the Registrational Expansion Cohort [REC] of the phase 1/2 DELIVER study using zeleciment rostudirsen [z-rostudirsen] for the treatment of DMD patients amenable to exon 51 skipping. Plus, it also provided an update on long-term clinical data as well from this very same study. Based on this data, it is going to allow the company to file a Biologics License Application [BLA] of z-rostudirsen [formerly DYNE-101] for the treat...