On February 13, 2026, Affinity Asset Advisors disclosed a new position in Praxis Precision Medicines (NASDAQ:PRAX) , acquiring 185,000 shares in an estimated $54.53 million trade. According to a SEC filing dated February 13, 2026, Affinity Asset Advisors, LLC reported a new position in Praxis Precision Medicines (NASDAQ:PRAX) , acquiring 185,000 shares during the fourth quarter. The quarter-end va...
On February 13, 2026, Affinity Asset Advisors disclosed a new position in Praxis Precision Medicines (NASDAQ:PRAX) , acquiring 185,000 shares in an estimated $54.53 million trade. According to a SEC filing dated February 13, 2026, Affinity Asset Advisors, LLC reported a new position in Praxis Precision Medicines (NASDAQ:PRAX) , acquiring 185,000 shares during the fourth quarter. The quarter-end value of the position registered as $54.53 million, reflecting the combined impact of the share purchase and subsequent market price changes. Praxis Precision Medicines focuses on innovative small molecules and antisense oligonucleotides, positioning itself to potentially deliver first-in-class treatments for complex neurological conditions. Its strategic approach aims to address unmet needs in central nervous system disorders. Continue reading
Updates from 4.40pm kickoff (GMT) at Murrayfield Follow us over on Bluesky | And get in touch: mail Daniel Daniel will be here shortly. Until then, we’ve got plenty of preview material to pass the time before kick-off in this Calcutta Cup showdown. Continue reading...
Updates from 4.40pm kickoff (GMT) at Murrayfield Follow us over on Bluesky | And get in touch: mail Daniel Daniel will be here shortly. Until then, we’ve got plenty of preview material to pass the time before kick-off in this Calcutta Cup showdown. Continue reading...
On February 13, 2026, Affinity Asset Advisors disclosed a purchase of 61,500 shares of Apogee Therapeutics (NASDAQ:APGE) , an estimated $3.87 million trade based on quarterly average pricing. According to an SEC filing dated February 13, 2026, Affinity Asset Advisors, LLC increased its position in Apogee Therapeutics by 61,500 shares during the fourth quarter of 2025. The estimated transaction val...
On February 13, 2026, Affinity Asset Advisors disclosed a purchase of 61,500 shares of Apogee Therapeutics (NASDAQ:APGE) , an estimated $3.87 million trade based on quarterly average pricing. According to an SEC filing dated February 13, 2026, Affinity Asset Advisors, LLC increased its position in Apogee Therapeutics by 61,500 shares during the fourth quarter of 2025. The estimated transaction value, based on the average closing price for the quarter, was $3.87 million. Meanwhile, the fund's quarter-end stake rose to 1,234,926 shares, with the value of the position increasing by $46.59 million including both share additions and price appreciation. Apogee Therapeutics is a clinical-stage biotechnology company specializing in the development of extended half-life monoclonal antibodies for the treatment of atopic dermatitis, COPD, and related inflammatory diseases. The company's strategy centers on leveraging proprietary biologic platforms to address significant unmet medical needs in immunology. With a focused pipeline and a scalable approach to biologics development, Apogee aims to establish a competitive position in the specialty therapeutics market. Continue reading
Guido Mieth Fifteen companies in the healthcare sector reported their earnings this week. With this, a total of 50 out of 60 companies have released their quarterly reports. This week, the Health Care Select Sector SPDR Fund ETF ( XLV ) declined marginally by 0.20%. On a year-to-date basis, XLV has risen 2.10% compared to a 0.19% drop in the S&P 500 index. Earnings Recap Of the companies that repo...
Guido Mieth Fifteen companies in the healthcare sector reported their earnings this week. With this, a total of 50 out of 60 companies have released their quarterly reports. This week, the Health Care Select Sector SPDR Fund ETF ( XLV ) declined marginally by 0.20%. On a year-to-date basis, XLV has risen 2.10% compared to a 0.19% drop in the S&P 500 index. Earnings Recap Of the companies that reported their results, four missed earnings estimates, while 11 topped consensus. Meanwhile, all companies reported better-than-expected revenue numbers. Gilead Sciences ( GILD ) reported per-share earnings of $1.86 and revenue of $7.93B, both of which topped consensus. However, shares of the company fell in after-market trading after its guided 2026 non-GAAP EPS in the range of $8.45-$8.85, the midpoint of which fell below the Street’s estimates of $8.75. CVS Health ( CVS ) showed a similar trend where shares of the company fell after the firm kept its full-year earnings outlook unchanged from the prior forecast to remain in line with estimates. For Q4, it reported EPS of $1.09 and revenue of $105.69B, beating forecasts. Moderna ( MRNA ) reported a loss of $2.11 per share and revenue of $678M, better than what markets had expected. The vaccine maker reaffirmed its 2026 growth target even as it suffered a major regulatory setback for its flu shot candidate. At an industry level, 1 pharmaceutical company, 4 biotechnology companies, and 1 managed healthcare firm released their quarterly reports this week. 7 were from the health care equipment, health care facilities, health care services, and health care distributors industry, while 2 were life sciences tools and services firms. With this, only ten companies remain to report their earnings this season. Medtronic ( MDT ) is the only major company releasing its quarterly print in the coming quarter. More on Healthcare Moderna, Inc. (MRNA) Q4 2025 Earnings Call Transcript Medtronic: Navigating Tariffs And Chinese VBP Challenges Mod...
The market is trading near its all-time highs, but there are still some very inexpensive stocks out there for consideration by long-term investors. Here are two that investors can dip their toes into with a $1,000 investment. Nvidia (NASDAQ: NVDA) has gone from a stock often talked about as being overvalued to one of the cheapest megacap artificial intelligence (AI) names. It trades at a forward p...
The market is trading near its all-time highs, but there are still some very inexpensive stocks out there for consideration by long-term investors. Here are two that investors can dip their toes into with a $1,000 investment. Nvidia (NASDAQ: NVDA) has gone from a stock often talked about as being overvalued to one of the cheapest megacap artificial intelligence (AI) names. It trades at a forward price-to-earnings ratio (P/E) of around 24.5, based on analyst estimates for fiscal 2027 (ending in January), but if you go another year out, that multiple falls to just 19 times. Image source: Getty Images Continue reading
Jonathan Kitchen/DigitalVision via Getty Images A couple of months back, I reviewed Nvidia and came away with a hold rating despite being impressed on various accounts. The challenge, in my opinion, is that Nvidia’s (NASDAQ: NVDA ) net income margins are so high and its stranglehold on AI compute is so strong that it will almost inevitably create pushback from AI developers, like Google and OpenAI...
Jonathan Kitchen/DigitalVision via Getty Images A couple of months back, I reviewed Nvidia and came away with a hold rating despite being impressed on various accounts. The challenge, in my opinion, is that Nvidia’s (NASDAQ: NVDA ) net income margins are so high and its stranglehold on AI compute is so strong that it will almost inevitably create pushback from AI developers, like Google and OpenAI. We’re seeing this play out with various efforts to launch competing chips, including in-house chips for Google and the like. For now, Nvidia is likely to maintain its moat, but the competition is making headway. Ultimately, the "Nvidia tax" will continue to fuel efforts to diversify AI chips, which in turn should provide Broadcom (NASDAQ: AVGO ) and Marvell (NASDAQ: MRVL ) with strong, sustained tailwinds. If nothing else, more chip options will keep Nvidia honest and will likely trim net income margins over time, although ultimately, I do believe the chip industry will diversify and Broadcom and Marvell should be among the biggest winners. There is a lot to like with both Broadcom and Marvell and I could justify investing in both. That said, there are a few serious concerns with Broadcom's valuation and fundamentals. With Marvell, I see no major hangups. Also, Broadcom is a far larger and more diversified company, making it less of a pure play and likely weakening the impact of the Nvidia tax. Marvell is more of an AI chip and data center infrastructure pure play and I reckon it has higher upside, but also a greater risk profile and lower floor. Given the speed and potential for the Artificial Intelligence industry, I’m comfortable taking on higher risks in exchange for higher upside. As a smaller company, if Marvell can tap into the opportunities provided by the Nvidia tax, it could move the needle substantially. Overall, I believe Marvell offers the better investment opportunity. I don't think Broadcom is a bad investment, per se, and I can see why investors may want t...
Jonathan Kitchen/DigitalVision via Getty Images A couple of months back, I reviewed Nvidia and came away with a hold rating despite being impressed on various accounts. The challenge, in my opinion, is that Nvidia’s (NASDAQ: NVDA ) net income margins are so high and its stranglehold on AI compute is so strong that it will almost inevitably create pushback from AI developers, like Google and OpenAI...
Jonathan Kitchen/DigitalVision via Getty Images A couple of months back, I reviewed Nvidia and came away with a hold rating despite being impressed on various accounts. The challenge, in my opinion, is that Nvidia’s (NASDAQ: NVDA ) net income margins are so high and its stranglehold on AI compute is so strong that it will almost inevitably create pushback from AI developers, like Google and OpenAI. We’re seeing this play out with various efforts to launch competing chips, including in-house chips for Google and the like. For now, Nvidia is likely to maintain its moat, but the competition is making headway. Ultimately, the "Nvidia tax" will continue to fuel efforts to diversify AI chips, which in turn should provide Broadcom (NASDAQ: AVGO ) and Marvell (NASDAQ: MRVL ) with strong, sustained tailwinds. If nothing else, more chip options will keep Nvidia honest and will likely trim net income margins over time, although ultimately, I do believe the chip industry will diversify and Broadcom and Marvell should be among the biggest winners. There is a lot to like with both Broadcom and Marvell and I could justify investing in both. That said, there are a few serious concerns with Broadcom's valuation and fundamentals. With Marvell, I see no major hangups. Also, Broadcom is a far larger and more diversified company, making it less of a pure play and likely weakening the impact of the Nvidia tax. Marvell is more of an AI chip and data center infrastructure pure play and I reckon it has higher upside, but also a greater risk profile and lower floor. Given the speed and potential for the Artificial Intelligence industry, I’m comfortable taking on higher risks in exchange for higher upside. As a smaller company, if Marvell can tap into the opportunities provided by the Nvidia tax, it could move the needle substantially. Overall, I believe Marvell offers the better investment opportunity. I don't think Broadcom is a bad investment, per se, and I can see why investors may want t...
At some point, one has to wonder who really benefits from the artificial intelligence revolution. Take jobs, for example. AI evangelists including Tesla and SpaceX CEO Elon Musk, Microsoft co-founder Bill Gates, and OpenAI CEOSam Altman all say that the technology will have most people, to some ...
At some point, one has to wonder who really benefits from the artificial intelligence revolution. Take jobs, for example. AI evangelists including Tesla and SpaceX CEO Elon Musk, Microsoft co-founder Bill Gates, and OpenAI CEOSam Altman all say that the technology will have most people, to some ...