24 days ago
A 62-year-old retiree can withdraw up to $66,500 annually from a 401(k) at just 12% federal tax, moving roughly $532,000 before RMDs begin.
RMDs force a $1.2 million account holder to withdraw $45,283 in year one, potentially pushing effective tax rates to 41% when Social Security is included.
Leaving $900,000 untouched grows it to roughly $1.7 million by 73, creating a first RMD larger than the current 73-year-old's and repeating the same tax trap.
Building a portfolio and living off one are two completely different skills, and almost ******* ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
Picture two retirees. One is 62 with $900,000 in a traditional 401(k). The other is 73 with $1.2 million. Most people would take the bigger account. The smaller one is worth more because the 62-year-old still determines when that money gets taxed and at what rate. The 73-year-old has already gave that decision to the IRS.
#rmds
RMDs force a $1.2 million account holder to withdraw $45,283 in year one, potentially pushing effective tax rates to 41% when Social Security is included.
Leaving $900,000 untouched grows it to roughly $1.7 million by 73, creating a first RMD larger than the current 73-year-old's and repeating the same tax trap.
Building a portfolio and living off one are two completely different skills, and almost ******* ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
Picture two retirees. One is 62 with $900,000 in a traditional 401(k). The other is 73 with $1.2 million. Most people would take the bigger account. The smaller one is worth more because the 62-year-old still determines when that money gets taxed and at what rate. The 73-year-old has already gave that decision to the IRS.
#rmds
1 month ago
It's been a disappointing couple of years for shareholders of biotechnology outfit CRISPR Therapeutics (NASDAQ: CRSP). This stock's barely up since the end of 2022, lagging the broad market's gains. It's not the performance that investors keeping tabs on this company were expecting, given its potential.
Don't be discouraged, though. While still speculative like most young biotech names, CRISPR Therapeutics remains a compelling prospect for investors who can stomach the risk and its inevitable volatility. Here's why.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
On the off-chance you're reading this and aren't already familiar with the company, CRISPR Therapeutics is a drug developer that specializes in gene editing.
It's probably an area you've heard a great deal about. No gene-editing drugs were actually on the market in the United States until CRISPR Therapeutics' Casgevy was approved by the FDA as a treatment for sickle cell disease in late 2023. Any and all gene therapies currently on the market followed this pioneer's foray. Being first is a well-deserved accolade for the company, too, which was co-founded by Dr. Emmanuelle Charpentier, who was one of the co-discoverers of the CRISPR/Cas9 gene-editing mechanism that makes Casgevy work.
#crispr #gene #company
Don't be discouraged, though. While still speculative like most young biotech names, CRISPR Therapeutics remains a compelling prospect for investors who can stomach the risk and its inevitable volatility. Here's why.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
On the off-chance you're reading this and aren't already familiar with the company, CRISPR Therapeutics is a drug developer that specializes in gene editing.
It's probably an area you've heard a great deal about. No gene-editing drugs were actually on the market in the United States until CRISPR Therapeutics' Casgevy was approved by the FDA as a treatment for sickle cell disease in late 2023. Any and all gene therapies currently on the market followed this pioneer's foray. Being first is a well-deserved accolade for the company, too, which was co-founded by Dr. Emmanuelle Charpentier, who was one of the co-discoverers of the CRISPR/Cas9 gene-editing mechanism that makes Casgevy work.
#crispr #gene #company
1 month ago
Volkswagen announced a steep cut to its full-year profit outlook on Friday, citing roughly €10 billion ($11.5 billion) in one-time charges concentrated at its troubled Porsche division, amid mounting pressure from U.S. tariffs and a weakening Chinese auto market on the world's second-largest automaker.
The company said it now expects an operating return on sales of up to 1% for 2026, down from its previous guidance of 4% to 5.5%. Volkswagen also said full-year revenue is expected to fall to about €315 billion, from €321.9 billion in 2025.
The bulk of the charges — about €6 billion — stem from revised mid-term ******* umptions for Porsche, in which Volkswagen holds a 75.4% stake. The sports car brand has been hit by U.S. tariffs and a collapse in demand for foreign luxury vehicles in China. On top of that, Volkswagen said it would book a further €2 billion in impairments in the second half of the year, covering China-related writedowns as well as restructuring charges such as costs from early-retirement schemes and the pending divestiture of its Osnabrück plant in Germany, according to The Wall Street Journal.
Volkswagen stock closed down 5.6% following the announcement. Shares of Porsche and Volkswagen's top shareholder Porsche SE fell 3.3% and 4.9%, respectively.
The company cautioned that "further deterioration in the market environment, especially in China, as well as an accelerated shift in demand in favour of battery-electric vehicles" would drag down results, with its Audi and Volkswagen passenger car brands bearing the brunt. Volkswagen noted that its outlook ******* umes tariffs remain unchanged and does not account for possible future effects from the war in the Middle East.
#charges #tariffs #full
The company said it now expects an operating return on sales of up to 1% for 2026, down from its previous guidance of 4% to 5.5%. Volkswagen also said full-year revenue is expected to fall to about €315 billion, from €321.9 billion in 2025.
The bulk of the charges — about €6 billion — stem from revised mid-term ******* umptions for Porsche, in which Volkswagen holds a 75.4% stake. The sports car brand has been hit by U.S. tariffs and a collapse in demand for foreign luxury vehicles in China. On top of that, Volkswagen said it would book a further €2 billion in impairments in the second half of the year, covering China-related writedowns as well as restructuring charges such as costs from early-retirement schemes and the pending divestiture of its Osnabrück plant in Germany, according to The Wall Street Journal.
Volkswagen stock closed down 5.6% following the announcement. Shares of Porsche and Volkswagen's top shareholder Porsche SE fell 3.3% and 4.9%, respectively.
The company cautioned that "further deterioration in the market environment, especially in China, as well as an accelerated shift in demand in favour of battery-electric vehicles" would drag down results, with its Audi and Volkswagen passenger car brands bearing the brunt. Volkswagen noted that its outlook ******* umes tariffs remain unchanged and does not account for possible future effects from the war in the Middle East.
#charges #tariffs #full
1 month ago
Des Moines, Iowa-based Principal Financial Group, Inc. (PFG) provides retirement, ******* et management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company has a market cap of $25 billion and operates through Retirement and Income Solutions, Principal ******* et Management, and Benefits and Protection segments.
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." PFG fits squarely into that category, with a market cap above this threshold that reflects its substantial size and influence in the ******* et management industry.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#asset #management #market #moines
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." PFG fits squarely into that category, with a market cap above this threshold that reflects its substantial size and influence in the ******* et management industry.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#asset #management #market #moines
1 month ago
The dollar index (DXY00) fell from a new 1.5-month high on Thursday and finished down by -0.03%. The dollar posted modest losses on Thursday as a sharp rally in stocks curbed demand for dollar liquidity. Lower T-note yields on Thursday also weighed on the dollar.
Dollar losses were limited Thursday after US weekly jobless claims unexpectedly fell to an 8-week low, signaling a strong labor market. The dollar also has carryover support from Wednesday when the FOMC raised interest rates by 25 bp and signaled another rate hike by the end of the year.
Dollar Soars as Fed Hikes Rates and Signals More to Come
Dollar Weakens with Crude Oil Prices and T-Note Yields
Dollar Posts Modest Gains Ahead of Expected Fed Rate Hike
#modest #rates
Dollar losses were limited Thursday after US weekly jobless claims unexpectedly fell to an 8-week low, signaling a strong labor market. The dollar also has carryover support from Wednesday when the FOMC raised interest rates by 25 bp and signaled another rate hike by the end of the year.
Dollar Soars as Fed Hikes Rates and Signals More to Come
Dollar Weakens with Crude Oil Prices and T-Note Yields
Dollar Posts Modest Gains Ahead of Expected Fed Rate Hike
#modest #rates
1 month ago
Ethereum's native token, Ether (ETH), is showing signs of underperformance against Bitcoin (BTC), with a bearish double-top setup emerging just as the US Senate's failure to advance the CLARITY Act adds fresh uncertainty to the crypto market.
Ether was trading near 0.03167 BTC on Sept. 16, after failing to sustain its latest advance against Bitcoin.
The ETH/BTC daily chart shows two comparable peaks near 0.03344 BTC, one formed in August and another in September. Together, they resemble a potential double top, a bearish reversal structure that typically develops when buyers repeatedly fail to push price through the same resistance area.
Its neckline sits around 0.03078 BTC, meaning ETH/BTC would need a decisive daily close below that level to validate the breakdown.
If that happens, subtracting the pattern's maximum height from the neckline produces a downside target near 0.0283 BTC. That would represent a decline of roughly 10% from current levels, signaling further Ethereum underperformance relative to Bitcoin.
#Bitcoin #underperformance #daily #neckline
Ether was trading near 0.03167 BTC on Sept. 16, after failing to sustain its latest advance against Bitcoin.
The ETH/BTC daily chart shows two comparable peaks near 0.03344 BTC, one formed in August and another in September. Together, they resemble a potential double top, a bearish reversal structure that typically develops when buyers repeatedly fail to push price through the same resistance area.
Its neckline sits around 0.03078 BTC, meaning ETH/BTC would need a decisive daily close below that level to validate the breakdown.
If that happens, subtracting the pattern's maximum height from the neckline produces a downside target near 0.0283 BTC. That would represent a decline of roughly 10% from current levels, signaling further Ethereum underperformance relative to Bitcoin.
#Bitcoin #underperformance #daily #neckline
1 month ago
Targa Resources Corp. (TRGP), headquartered in Houston, Texas, owns, operates, acquires, and develops a portfolio of complementary domestic infrastructure ****** ets. Valued at $62.2 billion by market cap, the company's ****** ets connect natural gas and NGLs to domestic and international markets with growing demand for cleaner fuels and feedstocks.
Companies worth $10 billion or more are generally described as "large-cap stocks," and TRGP perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the oil & gas midstream industry. TRGP benefits from strategic positioning in key shale plays including Permian, STACK, SCOOP, and Bakken, giving it a competitive edge in midstream. Its diversified service portfolio, including the Grand Prix NGL pipeline and Mont Belvieu fractionation capacity, underpins a strong market presence and stable revenue base.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Middle East Supply Constraints Lift Crude Oil Prices
Crude Prices Soar as Global Oil Supplies Continue to Tighten
#prices #market #assets #midstream
Companies worth $10 billion or more are generally described as "large-cap stocks," and TRGP perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the oil & gas midstream industry. TRGP benefits from strategic positioning in key shale plays including Permian, STACK, SCOOP, and Bakken, giving it a competitive edge in midstream. Its diversified service portfolio, including the Grand Prix NGL pipeline and Mont Belvieu fractionation capacity, underpins a strong market presence and stable revenue base.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Middle East Supply Constraints Lift Crude Oil Prices
Crude Prices Soar as Global Oil Supplies Continue to Tighten
#prices #market #assets #midstream
2 months ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Total software revenue grew 21% year-over-year, significantly outstripping total revenue growth as the company executes a deliberate shift toward higher-quality, scalable revenue streams.
Management attributes strong performance to a healthy demand environment where governments are prioritizing national security, border security, and public safety through enhanced intelligence capabilities.
The platform's competitive advantage is driven by 'sovereign AI,' allowing agencies to maintain full control over data and infrastructure while utilizing AI that is explainable rather than a 'black box.'
Domain expertise is cited as the primary differentiator against general-purpose AI models, as intelligence work focuses on rare and obscure data rather than common cases.
#year #security #data #rather
Total software revenue grew 21% year-over-year, significantly outstripping total revenue growth as the company executes a deliberate shift toward higher-quality, scalable revenue streams.
Management attributes strong performance to a healthy demand environment where governments are prioritizing national security, border security, and public safety through enhanced intelligence capabilities.
The platform's competitive advantage is driven by 'sovereign AI,' allowing agencies to maintain full control over data and infrastructure while utilizing AI that is explainable rather than a 'black box.'
Domain expertise is cited as the primary differentiator against general-purpose AI models, as intelligence work focuses on rare and obscure data rather than common cases.
#year #security #data #rather
2 months ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
The August consumer price index is due Friday at 8:30 a.m. ET and could determine whether the Federal Reserve raises interest rates next week, with the decision potentially coming down to whether core prices rise 0.2% or 0.3%.
Markets are increasingly leaning toward a hike after Thursday's producer-price report showed inflation remaining stubbornly high, even as Wall Street remains remarkably confident that core CPI will come in at 0.2%.
The median forecast among 17 economists surveyed by The Wall Street Journal is 0.22%. Every estimate, ranging from just 0.16% to 0.24%, rounds to 0.2%.
Kalshi traders are similarly concentrated around 0.2%. The prediction market gives core CPI an 87% chance of exceeding 0.1%, but only a 28% chance of coming in above 0.2%.
#core #wall #benzinga
The August consumer price index is due Friday at 8:30 a.m. ET and could determine whether the Federal Reserve raises interest rates next week, with the decision potentially coming down to whether core prices rise 0.2% or 0.3%.
Markets are increasingly leaning toward a hike after Thursday's producer-price report showed inflation remaining stubbornly high, even as Wall Street remains remarkably confident that core CPI will come in at 0.2%.
The median forecast among 17 economists surveyed by The Wall Street Journal is 0.22%. Every estimate, ranging from just 0.16% to 0.24%, rounds to 0.2%.
Kalshi traders are similarly concentrated around 0.2%. The prediction market gives core CPI an 87% chance of exceeding 0.1%, but only a 28% chance of coming in above 0.2%.
#core #wall #benzinga
0.00$ raised of 0.00$ goal
0 donations
0.00$
to go
2 months ago
Stablecoins were supposed to route around the banking system. Instead, the companies scaling them are building deeper into it than anyone predicted.
Stripe paid $1.1 billion for Bridge, whose core product is orchestrating banks. Citi is launching crypto custody. Standard Chartered is testing stablecoin settlement in Singapore. One by one, the operators moving institutional volume keep landing on the same architecture.
An enterprise cross-border payment has three legs. The payer's money moves in local currency over local rails—a Brazilian importer paying in BRL via Pix. The payee receives local currency on their end—the supplier collecting dollars in their account.
Between them sits the middle leg: getting value across the border from one institution to the other. That leg used to run through correspondent banking, SWIFT messages hopping between intermediary banks, each holding accounts with the next, each adding a day and a fee. When both institutions accept a stablecoin, that leg settles on-chain in seconds. Banks still own the other two.
Citi to Launch Bitcoin Custody as Wall Street Pushes Deeper Into Crypto
#banking #stablecoin
Stripe paid $1.1 billion for Bridge, whose core product is orchestrating banks. Citi is launching crypto custody. Standard Chartered is testing stablecoin settlement in Singapore. One by one, the operators moving institutional volume keep landing on the same architecture.
An enterprise cross-border payment has three legs. The payer's money moves in local currency over local rails—a Brazilian importer paying in BRL via Pix. The payee receives local currency on their end—the supplier collecting dollars in their account.
Between them sits the middle leg: getting value across the border from one institution to the other. That leg used to run through correspondent banking, SWIFT messages hopping between intermediary banks, each holding accounts with the next, each adding a day and a fee. When both institutions accept a stablecoin, that leg settles on-chain in seconds. Banks still own the other two.
Citi to Launch Bitcoin Custody as Wall Street Pushes Deeper Into Crypto
#banking #stablecoin
2 months ago
Duke (DUK) and Southern (SO) have secured a combined 25 gigawatts of data-center load commitments, converting electrification demand into recoverable regulated earnings.
Con Edison (ED) leads all S&P 500 utilities with 52 consecutive annual dividend increases, protected by New York State revenue decoupling that cushions volume swings.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Regulated electric utilities are one of the few places income investors can find dividends backed by cash flows that don't rely on the economic cycle. Rate cases, riders, and long-term customer contracts turn capital spending into recoverable revenue, which is why payouts at these three names have kept climbing for decades. The clearest example: Con Edison's "50 straight years of dividend increases, a record unmatched among utilities in the S&P 500" was extended again this year to a 52nd consecutive annual increase. Here are three regulated-cash-flow utilities that income-focused portfolios can lean on.
Duke Energy (NYSE:DUK) is one of the largest fully regulated electric utilities in the country, serving roughly 8.73 million retail customers across the Carolinas, Florida, Indiana, Ohio, and Kentucky, plus Piedmont Natural Gas. The stock closed at $121.40 on September 3, 2026, with an annualized forward dividend of $4.34 after the July step-up to a $1.085 quarterly rate.
#duke #rate #recoverable
Con Edison (ED) leads all S&P 500 utilities with 52 consecutive annual dividend increases, protected by New York State revenue decoupling that cushions volume swings.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Regulated electric utilities are one of the few places income investors can find dividends backed by cash flows that don't rely on the economic cycle. Rate cases, riders, and long-term customer contracts turn capital spending into recoverable revenue, which is why payouts at these three names have kept climbing for decades. The clearest example: Con Edison's "50 straight years of dividend increases, a record unmatched among utilities in the S&P 500" was extended again this year to a 52nd consecutive annual increase. Here are three regulated-cash-flow utilities that income-focused portfolios can lean on.
Duke Energy (NYSE:DUK) is one of the largest fully regulated electric utilities in the country, serving roughly 8.73 million retail customers across the Carolinas, Florida, Indiana, Ohio, and Kentucky, plus Piedmont Natural Gas. The stock closed at $121.40 on September 3, 2026, with an annualized forward dividend of $4.34 after the July step-up to a $1.085 quarterly rate.
#duke #rate #recoverable
2 months ago
By
Updated Sept. 3, 2026 4:38 am ET
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(1 min)
Swiss inflation jumped in August, reversing several months of cooling price growth as renewed tensions in the Middle East pushed global energy costs higher.
#updated #sept #inflation #reversing
Updated Sept. 3, 2026 4:38 am ET
Listen
(1 min)
Swiss inflation jumped in August, reversing several months of cooling price growth as renewed tensions in the Middle East pushed global energy costs higher.
#updated #sept #inflation #reversing
2 months ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Achieved the largest gross bookings quarter in company history, driven by a 30% increase in sales capacity and a 10% improvement in rep productivity.
First order count grew more than 100% year-over-year, validating a strategy to land customers at any entry point, as over half of current $1 billion-plus run rate revenue originated from initial orders under $5,000.
Introduced 'Flex' to eliminate procurement friction, allowing customers to dynamically allocate a single dollar commitment between seat-based subscriptions and new consumption products.
Observed a stabilization in SMB and mid-market segments, with performance exceeding internal targets for both expansion and new customer acquisition.
#tell #observed
Achieved the largest gross bookings quarter in company history, driven by a 30% increase in sales capacity and a 10% improvement in rep productivity.
First order count grew more than 100% year-over-year, validating a strategy to land customers at any entry point, as over half of current $1 billion-plus run rate revenue originated from initial orders under $5,000.
Introduced 'Flex' to eliminate procurement friction, allowing customers to dynamically allocate a single dollar commitment between seat-based subscriptions and new consumption products.
Observed a stabilization in SMB and mid-market segments, with performance exceeding internal targets for both expansion and new customer acquisition.
#tell #observed
2 months ago
Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted LeMaitre Vascular, Inc. (NASDAQ:LMAT). LeMaitre Vascular, Inc. (NASDAQ:LMAT) is a medical device company focusing on the manufacturing and development of products and services for vascular surgery. On August 31, 2026, LeMaitre Vascular, Inc. (NASDAQ:LMAT) closed at $80.28 per share.LeMaitre Vascular, Inc. (NASDAQ:LMAT) declined 24.11% in a month and 15.52% over the past 52 weeks. LeMaitre Vascular, Inc. (NASDAQ:LMAT) has a market capitalization of $1.84 billion with a 52-week trading range between $78.27 - 118.01.
Riverwater Partners Small Cap Strategy stated the following regarding LeMaitre Vascular, Inc. (NASDAQ:LMAT) in its Q2 2026 investor letter:
"LeMaitre Vascular, Inc. (NASDAQ:LMAT), our peripheral vascular device holding, declined approximately 12% in a quarter when nearly everything profitable in small cap health care went down and nearly everything speculative went up. The company's niche leadership, pricing power, and consistent execution are unchanged, and we view the weakness as sentiment-driven rather than fundamental."
LeMaitre Vascular, Inc. (NASDAQ:LMAT) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 22 hedge fund portfolios held LeMaitre Vascular, Inc. (NASDAQ:LMAT) at the end of the second quarter which was 26 in the previous quarter. While we acknowledge the potential of LeMaitre Vascular, Inc. (NASDAQ:LMAT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI sto
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted LeMaitre Vascular, Inc. (NASDAQ:LMAT). LeMaitre Vascular, Inc. (NASDAQ:LMAT) is a medical device company focusing on the manufacturing and development of products and services for vascular surgery. On August 31, 2026, LeMaitre Vascular, Inc. (NASDAQ:LMAT) closed at $80.28 per share.LeMaitre Vascular, Inc. (NASDAQ:LMAT) declined 24.11% in a month and 15.52% over the past 52 weeks. LeMaitre Vascular, Inc. (NASDAQ:LMAT) has a market capitalization of $1.84 billion with a 52-week trading range between $78.27 - 118.01.
Riverwater Partners Small Cap Strategy stated the following regarding LeMaitre Vascular, Inc. (NASDAQ:LMAT) in its Q2 2026 investor letter:
"LeMaitre Vascular, Inc. (NASDAQ:LMAT), our peripheral vascular device holding, declined approximately 12% in a quarter when nearly everything profitable in small cap health care went down and nearly everything speculative went up. The company's niche leadership, pricing power, and consistent execution are unchanged, and we view the weakness as sentiment-driven rather than fundamental."
LeMaitre Vascular, Inc. (NASDAQ:LMAT) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 22 hedge fund portfolios held LeMaitre Vascular, Inc. (NASDAQ:LMAT) at the end of the second quarter which was 26 in the previous quarter. While we acknowledge the potential of LeMaitre Vascular, Inc. (NASDAQ:LMAT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI sto
2 months ago
The severe disruption of oil and gas flows out of the Persian Gulf resulting from the war between the U.S. and Israel and Iran, has saddled energy-importing nations with soaring bills, supply uncertainty, and a murky outlook. However, there has been a silver lining: a rush to build alternative conduits for bringing oil and gas out of the Middle East.
The global total energy import bill swelled by $330 billion over the six months between March and August, Finnish climate outlet Centre for Energy Research and Clean Air reported earlier this month. This would not have been the case had the Strait of Hormuz remained open, the outlet noted in its report, highlighting the world's reliance on an energy export corridor vulnerable to adverse geopolitical events and their fallout.
Because of the closure of Hormuz, Persian Gulf oil producers had to idle wells and find ways to slip their stored oil out of the Gulf on tankers with their transponders switched off. Yet they also started working on alternative routes that bypassed the Strait of Hormuz altogether.
Saudi Arabia demonstrated foresight with its East-West pipeline that it used to reroute its export flows from the Persian Gulf to the Red Sea in the first weeks of the war, ramping up to some 7 million barrels of crude daily along the pipe that had previously handled much lower volumes. The only major constraint in that rerouting was the capacity of the loading facilities at Yanbu Port.
Later, of course, Saudi Arabia had to discover that the Red Sea is not safe because of the presence of the Yemeni Houthis in the Bab el-Mandeb strait and their affiliation with Iran. So, the Saudis had to reroute again, this time to the Suez Canal, which has an even more constrained tanker passage capacity. In other words, alternative routes are not perfect, but it is a good thing to have them.
#persian #hormuz
The global total energy import bill swelled by $330 billion over the six months between March and August, Finnish climate outlet Centre for Energy Research and Clean Air reported earlier this month. This would not have been the case had the Strait of Hormuz remained open, the outlet noted in its report, highlighting the world's reliance on an energy export corridor vulnerable to adverse geopolitical events and their fallout.
Because of the closure of Hormuz, Persian Gulf oil producers had to idle wells and find ways to slip their stored oil out of the Gulf on tankers with their transponders switched off. Yet they also started working on alternative routes that bypassed the Strait of Hormuz altogether.
Saudi Arabia demonstrated foresight with its East-West pipeline that it used to reroute its export flows from the Persian Gulf to the Red Sea in the first weeks of the war, ramping up to some 7 million barrels of crude daily along the pipe that had previously handled much lower volumes. The only major constraint in that rerouting was the capacity of the loading facilities at Yanbu Port.
Later, of course, Saudi Arabia had to discover that the Red Sea is not safe because of the presence of the Yemeni Houthis in the Bab el-Mandeb strait and their affiliation with Iran. So, the Saudis had to reroute again, this time to the Suez Canal, which has an even more constrained tanker passage capacity. In other words, alternative routes are not perfect, but it is a good thing to have them.
#persian #hormuz
2 months ago
Netflix Inc. (NFLX) stock has been moving higher after a post-earnings dip. Moreover, even if NFLX takes a breather here or trades in a range, it may be worth shorting out-of-the-money puts to set a lower buy-in price.
NFLX closed at $81.72 on Friday, Aug. 28, up 2.35%. In the last month, it's risen over 20% since bottoming out at $67.60 on July 20. However, NFLX is still where it was almost 3 months ago, when it closed at $81.52 on June 3.
Despite Impressive Results, Nvidia Stock May Be Stuck in a Range - What's the Best Play?
Option Volatility and Earnings Report For Aug 31 – Sept 4
Micron Technology Stock Finally Looks Like a Contrarian Opportunity
#range #july
NFLX closed at $81.72 on Friday, Aug. 28, up 2.35%. In the last month, it's risen over 20% since bottoming out at $67.60 on July 20. However, NFLX is still where it was almost 3 months ago, when it closed at $81.52 on June 3.
Despite Impressive Results, Nvidia Stock May Be Stuck in a Range - What's the Best Play?
Option Volatility and Earnings Report For Aug 31 – Sept 4
Micron Technology Stock Finally Looks Like a Contrarian Opportunity
#range #july
2 months ago
With its latest $1.1 billion fund, Andreessen Horowitz is getting physical (with AI).
The firm announced that the Machine Age Fund will invest "into all of the computer infrastructure on which AI runs, including chips, memory, networking, and storage," and that this includes "full systems for running AI: from data centers to robotics to home AI appliances."
General partners Martin Casado and Raghu Raghuram will lead the new strategy, which will target both early- and growth-stage companies. Partners from a16z's Infrastructure, American Dynamism and Growth funds will also invest from the new vehicle.
The fund represents a doubling down on its expansion into hardware investments, especially the AI infrastructure bets it has made in defense.
"Dedicated hardware and robotics funds have existed for years, but when one of the largest firms in venture stands up a fund specifically for that, you pay attention," said PitchBook fund strategies ****** yst Nick Rescigno. "Advances in physical AI are making hardware capable of things that weren't achievable a few years ago."
#years
The firm announced that the Machine Age Fund will invest "into all of the computer infrastructure on which AI runs, including chips, memory, networking, and storage," and that this includes "full systems for running AI: from data centers to robotics to home AI appliances."
General partners Martin Casado and Raghu Raghuram will lead the new strategy, which will target both early- and growth-stage companies. Partners from a16z's Infrastructure, American Dynamism and Growth funds will also invest from the new vehicle.
The fund represents a doubling down on its expansion into hardware investments, especially the AI infrastructure bets it has made in defense.
"Dedicated hardware and robotics funds have existed for years, but when one of the largest firms in venture stands up a fund specifically for that, you pay attention," said PitchBook fund strategies ****** yst Nick Rescigno. "Advances in physical AI are making hardware capable of things that weren't achievable a few years ago."
#years
2 months ago
Almonty Industries Inc. (NASDAQ:ALM) began a 36-month share-repurchase authorization on August 24 that permits the company to buy up to 14.4 million common shares, representing approximately 5% of shares outstanding as of August 14, for as much as US$300 million.
The headline amount overstates what Almonty Industries Inc. (NASDAQ:ALM) would spend at its current valuation. At the August 24 closing price of $18.28, repurchasing the full 14.4 million shares would cost approximately $263.2 million before transaction costs. The share limit would become the binding constraint unless the average purchase price exceeds roughly $20.83.
The buyback is financially plausible because Almonty Industries Inc. (NASDAQ:ALM) ended June with C$1.23 billion of cash. First-half operating cash flow reached C$31.6 million, compared with a C$14.9 million outflow a year earlier, while second-quarter revenue increased to C$43.0 million from C$7.2 million.
Sangdong is also moving beyond construction. Almonty Industries Inc. (NASDAQ:ALM) began feeding stockpiled ore into the processing plant in June to produce saleable tungsten concentrate. Phase I is designed for approximately 640,000 tonnes of annual ore throughput, and the planned Phase II expansion could increase capacity to approximately 1.2 million tonnes.
If management is correct that the market undervalues Sangdong's future cash flow, retiring shares before the mine reaches full output could increase each remaining shareholder's participation in that growth. Almonty Industries Inc. (NASDAQ:ALM) also has flexibility to spread purchases across three years rather than committing the entire amount immediately.
#million #phase
The headline amount overstates what Almonty Industries Inc. (NASDAQ:ALM) would spend at its current valuation. At the August 24 closing price of $18.28, repurchasing the full 14.4 million shares would cost approximately $263.2 million before transaction costs. The share limit would become the binding constraint unless the average purchase price exceeds roughly $20.83.
The buyback is financially plausible because Almonty Industries Inc. (NASDAQ:ALM) ended June with C$1.23 billion of cash. First-half operating cash flow reached C$31.6 million, compared with a C$14.9 million outflow a year earlier, while second-quarter revenue increased to C$43.0 million from C$7.2 million.
Sangdong is also moving beyond construction. Almonty Industries Inc. (NASDAQ:ALM) began feeding stockpiled ore into the processing plant in June to produce saleable tungsten concentrate. Phase I is designed for approximately 640,000 tonnes of annual ore throughput, and the planned Phase II expansion could increase capacity to approximately 1.2 million tonnes.
If management is correct that the market undervalues Sangdong's future cash flow, retiring shares before the mine reaches full output could increase each remaining shareholder's participation in that growth. Almonty Industries Inc. (NASDAQ:ALM) also has flexibility to spread purchases across three years rather than committing the entire amount immediately.
#million #phase
2 months ago
Federal Reserve Chairman Kevin Warsh signaled the central bank may not be done fighting inflation, a stance that boosted bond yields and led to choppy trading in stocks.
The Dow industrials rose after Warsh's speech, then pared gains in midday trading. while short-term Treasury yields moved higher as his comments at the Kansas City Fed's annual conference in Jackson Hole, Wyo., this morning were taken as a sign that interest rates could rise. The 2-year Treasury yield recently traded at 4.33%, up from about 4.23% before the speech. The Dow industrials were flat.
Timber Was Gold in the South—Until a Market Collapse Crushed the Forest Economy
Trump Family's New Crypto Bank Is Backed by Abu Dhabi Sheikh
Nvidia Insists It Can Keep Printing Money to Fund the AI Boom
#yields #speech #chairman
The Dow industrials rose after Warsh's speech, then pared gains in midday trading. while short-term Treasury yields moved higher as his comments at the Kansas City Fed's annual conference in Jackson Hole, Wyo., this morning were taken as a sign that interest rates could rise. The 2-year Treasury yield recently traded at 4.33%, up from about 4.23% before the speech. The Dow industrials were flat.
Timber Was Gold in the South—Until a Market Collapse Crushed the Forest Economy
Trump Family's New Crypto Bank Is Backed by Abu Dhabi Sheikh
Nvidia Insists It Can Keep Printing Money to Fund the AI Boom
#yields #speech #chairman
2 months ago
Salesforce surged 10%, snapping a months-long slump, as Agentforce ARR hit nearly $3.9 billion and the Anthropic-built Claudeforce plugin launched with 37 prebuilt sales skills.
IGV jumped 3% against QQQ's 0.8% gain while Palantir slipped 0.2%, confirming a rotation into enterprise CRM software over pure-play AI names.
Non-GAAP EPS only matched consensus and GAAP net income leaned on a $2.6 billion Anthropic investment gain rather than pure operating results.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Enterprise software is leading Thursday morning after Salesforce's fiscal Q2 2027 beat and Claudeforce announcement reset the sector's AI narrative. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) is up 3% to $105.19 this morning. At the same time, the Invesco QQQ Trust (NASDAQ:QQQ) is up 0.8% to $717.44, a clear tell that today's strength is centered inside software rather than broad large-cap technology.
#software #enterprise #rather #investors
IGV jumped 3% against QQQ's 0.8% gain while Palantir slipped 0.2%, confirming a rotation into enterprise CRM software over pure-play AI names.
Non-GAAP EPS only matched consensus and GAAP net income leaned on a $2.6 billion Anthropic investment gain rather than pure operating results.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Enterprise software is leading Thursday morning after Salesforce's fiscal Q2 2027 beat and Claudeforce announcement reset the sector's AI narrative. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) is up 3% to $105.19 this morning. At the same time, the Invesco QQQ Trust (NASDAQ:QQQ) is up 0.8% to $717.44, a clear tell that today's strength is centered inside software rather than broad large-cap technology.
#software #enterprise #rather #investors
2 months ago
Trading volumes on cryptocurrency exchanges have doubled in the past five days as the price of Bitcoin (CRYPTO: $BTC) and Ethereum (CRYPTO: $ETH) soared.
Trading volumes in cryptocurrencies reached $37 billion over the last week, doubling in short order as the price of BTC rose 24% and ETH's price gained 34% amid a sudden breakout.
However, the current trading volumes remain much lower than the 12-month peak of $105 billion U.S. set last October when Bitcoin was at a record high of just over $126,000 U.S.
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins
#ethereum
Trading volumes in cryptocurrencies reached $37 billion over the last week, doubling in short order as the price of BTC rose 24% and ETH's price gained 34% amid a sudden breakout.
However, the current trading volumes remain much lower than the 12-month peak of $105 billion U.S. set last October when Bitcoin was at a record high of just over $126,000 U.S.
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins
#ethereum
2 months ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
When it comes to the relationship one has with their car, you come first; The car comes second.
That's the advice financial guru Dave Ramsey offered Carl from New York when the 29-year-old father called into The Ramsey Show (1).
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#dave #carl #show
When it comes to the relationship one has with their car, you come first; The car comes second.
That's the advice financial guru Dave Ramsey offered Carl from New York when the 29-year-old father called into The Ramsey Show (1).
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#dave #carl #show
2 months ago
(Bloomberg) -- Michael Burry criticized Alibaba Group Holding Ltd. shares as overvalued and disclosed that he recently exited his position in the Chinese tech giant in order to build a "large" position in rival online retailer JD.com Inc.
Most Read from Bloomberg
US Oil Refiners Face Import Squeeze From Biggest Foreign Seller
Nvidia Customers Notified About AI-Related Price Hikes Above 15%
Leavitt Says She'll Return to MAGA Inc. After White House
#position #burry
Most Read from Bloomberg
US Oil Refiners Face Import Squeeze From Biggest Foreign Seller
Nvidia Customers Notified About AI-Related Price Hikes Above 15%
Leavitt Says She'll Return to MAGA Inc. After White House
#position #burry
2 months ago
Updated Aug. 21, 2026 3:39 pm ET
Listen
(3 min)
1533 ET – Oil futures end the week higher with no progress made toward resolving the U.S.-Iran conflict, and the U.S. planning to tighten the economic squeeze on Iran rather than renew major military action. While geopolitics remain the main driver of oil prices, “the continuation of tensions alone is no longer creating the same price shock as before,” Linh Tran of XS.com says in a note. “The market may now need a more significant escalation to materially change expectations for Middle East supply.” WTI settles up 0.3% at $87.06for a 6.9% weekly gain. Brent rises 0.7% to $94.39 a barrel, up 6.6% on the week. (anthony.harrupwsj.com)
0920 ET – Crude oil futures are little changed in early U.S. trading and on track for weekly gains amid market expectations of an extended standoff in the Persian Gulf between the U.S. and Iran. Yesterday’s stronger-than-expected WTI September expiration “now provides an easy upside target to the October contract,” Ritterbusch & ****** ociates says in a note. The continued virtual closure of the Strait of Hormuz and stalled diplomatic efforts to reopen it support the bullish view, the firm says. “Iran remains dug in while the U.S. has shifted strategy from a bombing campaign to economic isolation that may or may not spur concessions from Iran.” WTI is off 0.1% at $86.76 a barrel and Brent is 0.1% higher at $93.87. (anthony.harrupwsj.com)
#Iran #economic #expectations #weekly
Listen
(3 min)
1533 ET – Oil futures end the week higher with no progress made toward resolving the U.S.-Iran conflict, and the U.S. planning to tighten the economic squeeze on Iran rather than renew major military action. While geopolitics remain the main driver of oil prices, “the continuation of tensions alone is no longer creating the same price shock as before,” Linh Tran of XS.com says in a note. “The market may now need a more significant escalation to materially change expectations for Middle East supply.” WTI settles up 0.3% at $87.06for a 6.9% weekly gain. Brent rises 0.7% to $94.39 a barrel, up 6.6% on the week. (anthony.harrupwsj.com)
0920 ET – Crude oil futures are little changed in early U.S. trading and on track for weekly gains amid market expectations of an extended standoff in the Persian Gulf between the U.S. and Iran. Yesterday’s stronger-than-expected WTI September expiration “now provides an easy upside target to the October contract,” Ritterbusch & ****** ociates says in a note. The continued virtual closure of the Strait of Hormuz and stalled diplomatic efforts to reopen it support the bullish view, the firm says. “Iran remains dug in while the U.S. has shifted strategy from a bombing campaign to economic isolation that may or may not spur concessions from Iran.” WTI is off 0.1% at $86.76 a barrel and Brent is 0.1% higher at $93.87. (anthony.harrupwsj.com)
#Iran #economic #expectations #weekly
2 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment **** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the United States and internationally. On August 18, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $940.76 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was -1.95% and its shares gained 702.63% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.06 trillion.
Eagle Capital Management stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"Micron Technology, Inc. (NASDAQ:MU), the only U.S. producer of DRAM memory, has gone from being marginally profitable to earning more than Apple or Microsoft. Memory prices are now high enough to inflict damage on consumer electronics markets and prompt Al model companies and chipmakers to redesign their technology.
Micron's entire manufacturing PP&E footprint is approximately $60 billion, versus a market cap of $1.2 trillion. The company will make enough money over the next year to replicate its entire footprint multiple times. DRAM historically has been brutally cyclical. That cyclicality reduced competition to the point that only an oligopoly of three players could survive. Volatility was one of the moats that helped protect over-the-cycle returns."
#eagle #memory #investor
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the United States and internationally. On August 18, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $940.76 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was -1.95% and its shares gained 702.63% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.06 trillion.
Eagle Capital Management stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"Micron Technology, Inc. (NASDAQ:MU), the only U.S. producer of DRAM memory, has gone from being marginally profitable to earning more than Apple or Microsoft. Memory prices are now high enough to inflict damage on consumer electronics markets and prompt Al model companies and chipmakers to redesign their technology.
Micron's entire manufacturing PP&E footprint is approximately $60 billion, versus a market cap of $1.2 trillion. The company will make enough money over the next year to replicate its entire footprint multiple times. DRAM historically has been brutally cyclical. That cyclicality reduced competition to the point that only an oligopoly of three players could survive. Volatility was one of the moats that helped protect over-the-cycle returns."
#eagle #memory #investor
2 months ago
On August 10, Eli Lilly and Company (NYSE:LLY)'s weight-loss pill Foundayo won approval in the UK, becoming the first country in Europe to clear the drug for both weight management and type 2 diabetes. It's only the second GLP-1 pill approved in Europe, arriving two months after Novo Nordisk A/S (NYSE:NVO)'s Wegovy pill got its own UK approval in June.
Novo already has a head start in the European pill market and in patient numbers worldwide. Lilly is betting that a pill with no food restrictions can close that gap.
That raises the real question: can Lilly's convenience edge actually win over doctors and patients fast enough to catch up, or does Novo Nordisk A/S (NYSE:NVO)'s lead already look too big to close?
Foundayo can be taken at any time of day without food or water restrictions, unlike the Wegovy pill, which must be taken on an empty stomach with a 30-minute wait before eating. Lilly said the drug will launch in the UK later this month through private prescription, priced below Mounjaro's roughly £330 monthly list price. Foundayo already brought in $98 million in US sales last quarter. Eli Lilly and Company (NYSE:LLY)'s overall 2026 revenue guidance now sits at $85 billion to $87 billion, up from its earlier forecast, due to strong demand for its weight-loss and diabetes drugs.
Foundayo's uptake has been much slower than that of the Wegovy pills in the US, something Eli Lilly and Company (NYSE:LLY) CEO David Ricks has said reflects the time it takes for a brand-new medicine to build trust with doctors and patients. NHS access in the UK isn't automatic either, since it depends on a coming cost-effectiveness review. That means most early UK patients will have to pay privately. Foundayo is also still under review in the European Union, while the Wegovy pill has already secured a positive recommendation there.
#pill #wegovy
Novo already has a head start in the European pill market and in patient numbers worldwide. Lilly is betting that a pill with no food restrictions can close that gap.
That raises the real question: can Lilly's convenience edge actually win over doctors and patients fast enough to catch up, or does Novo Nordisk A/S (NYSE:NVO)'s lead already look too big to close?
Foundayo can be taken at any time of day without food or water restrictions, unlike the Wegovy pill, which must be taken on an empty stomach with a 30-minute wait before eating. Lilly said the drug will launch in the UK later this month through private prescription, priced below Mounjaro's roughly £330 monthly list price. Foundayo already brought in $98 million in US sales last quarter. Eli Lilly and Company (NYSE:LLY)'s overall 2026 revenue guidance now sits at $85 billion to $87 billion, up from its earlier forecast, due to strong demand for its weight-loss and diabetes drugs.
Foundayo's uptake has been much slower than that of the Wegovy pills in the US, something Eli Lilly and Company (NYSE:LLY) CEO David Ricks has said reflects the time it takes for a brand-new medicine to build trust with doctors and patients. NHS access in the UK isn't automatic either, since it depends on a coming cost-effectiveness review. That means most early UK patients will have to pay privately. Foundayo is also still under review in the European Union, while the Wegovy pill has already secured a positive recommendation there.
#pill #wegovy
3 months ago
Sam Altman's push for a $1 trillion OpenAI IPO is on a collision course with SoftBank's need to repay a $40 billion bridge loan early next year, creating real tension around the deal's timing and valuation. All this tension matters for Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) shareholders, because both companies have meaningful OpenAI exposure on their balance sheets and in their narratives.
OpenAI filed a confidential S‑1 with the Securities and Exchange Commission in June and sits at a private post‑money valuation of around $852 billion after its March 2026 funding round. Reports put its 2025 revenue near $13 billion and its 2026 revenue near $2 billion per month, numbers that support a high valuation multiple, but not a stress‑free one. Altman has told investors he will not take the company public below $1 trillion, so the IPO must clear that bar, or the listing will stay on hold.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
To fund its expanded stake in OpenAI, SoftBank arranged an unsecured $40 billion bridge loan that matures in March 2027. Bridge paper exists to carry a borrower into a specific liquidity moment, which in this case lines up with a fourth-quarter 2026 or first-quarter 2027 window for OpenAI's IPO. If public markets balk at putting a $1 trillion valuation on the ChatGPT developer, SoftBank will either have to refinance at tougher terms or the company will have to accept a lower market cap -- an outcome that could ripple through its broader AI story.
Microsoft owns roughly 27% of OpenAI after committing about $13 billion to it a few years ago, and it's in talks to add a bit under $10 billion more to its stake in the new funding round. A trillion-dollar IPO would turn that stake into one of the most valuable strategic holdings in corporate history, which supports the long‑term AI infrastructure thesis around Azure and Copilot. The risk here is that SoftBank's need for speed will push OpenAI to go public before the economics of enterprise AI are stable, leaving Microsoft with headline valuation gains but more scrutiny on capital intensity and on an AI partner whose stock could swing hard.
#bridge #signal
OpenAI filed a confidential S‑1 with the Securities and Exchange Commission in June and sits at a private post‑money valuation of around $852 billion after its March 2026 funding round. Reports put its 2025 revenue near $13 billion and its 2026 revenue near $2 billion per month, numbers that support a high valuation multiple, but not a stress‑free one. Altman has told investors he will not take the company public below $1 trillion, so the IPO must clear that bar, or the listing will stay on hold.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
To fund its expanded stake in OpenAI, SoftBank arranged an unsecured $40 billion bridge loan that matures in March 2027. Bridge paper exists to carry a borrower into a specific liquidity moment, which in this case lines up with a fourth-quarter 2026 or first-quarter 2027 window for OpenAI's IPO. If public markets balk at putting a $1 trillion valuation on the ChatGPT developer, SoftBank will either have to refinance at tougher terms or the company will have to accept a lower market cap -- an outcome that could ripple through its broader AI story.
Microsoft owns roughly 27% of OpenAI after committing about $13 billion to it a few years ago, and it's in talks to add a bit under $10 billion more to its stake in the new funding round. A trillion-dollar IPO would turn that stake into one of the most valuable strategic holdings in corporate history, which supports the long‑term AI infrastructure thesis around Azure and Copilot. The risk here is that SoftBank's need for speed will push OpenAI to go public before the economics of enterprise AI are stable, leaving Microsoft with headline valuation gains but more scrutiny on capital intensity and on an AI partner whose stock could swing hard.
#bridge #signal
3 months ago
Rivian burns $833 million per quarter selling just 65,000 vehicles a year, yet its $23 billion market cap edges out global automaker Stellantis.
Stellantis sells 5.4 million vehicles annually but sits at a $20 billion market cap, while Tesla commands $1.1 trillion on EV future optimism.
EVs represent only 5% of new US car sales, making the investor optimism inflating Rivian above Stellantis increasingly hard to justify.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rivian didn't make the cut. Grab the names FREE today.
Troubled EV company Rivian (NASDAQ: RIVN) has a $23 billion market cap. Global car giant Stellantis (NYSE: STLA) has a $20 billion market cap. This seems impossible. It shouldn't be. The EV revolution has ended in the US. Stellantis has troubled brands, but not that troubled.
#stellantis #rivian #billion #global
Stellantis sells 5.4 million vehicles annually but sits at a $20 billion market cap, while Tesla commands $1.1 trillion on EV future optimism.
EVs represent only 5% of new US car sales, making the investor optimism inflating Rivian above Stellantis increasingly hard to justify.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rivian didn't make the cut. Grab the names FREE today.
Troubled EV company Rivian (NASDAQ: RIVN) has a $23 billion market cap. Global car giant Stellantis (NYSE: STLA) has a $20 billion market cap. This seems impossible. It shouldn't be. The EV revolution has ended in the US. Stellantis has troubled brands, but not that troubled.
#stellantis #rivian #billion #global
3 months ago
Interested in Williams Companies, Inc. (The)? Here are five stocks we like better.
Strong Q2 performance: Williams' second-quarter EBITDA rose 6% year over year to $1.92 billion, prompting the company to raise full-year adjusted EBITDA guidance to $8.3 billion–$8.5 billion.
Power growth accelerates: Phase 1 of the Socrates Power Innovation project entered service, delivering 200 megawatts, while a Blackstone joint venture provides $5.34 billion in committed capital to expand behind-the-meter power projects for data centers and other customers.
Haynesville expansion: The $5.5 billion Momentum Midstream acquisition adds major gathering and pipeline capacity, while the Shelby Connector and Delta Access projects support future growth. Williams also raised its long-term EBITDA growth target to more than 11% annually through 2030.
Oil Could Dip, But These 3 Energy Stocks Still Look Built to Win
#billion #williams #projects
Strong Q2 performance: Williams' second-quarter EBITDA rose 6% year over year to $1.92 billion, prompting the company to raise full-year adjusted EBITDA guidance to $8.3 billion–$8.5 billion.
Power growth accelerates: Phase 1 of the Socrates Power Innovation project entered service, delivering 200 megawatts, while a Blackstone joint venture provides $5.34 billion in committed capital to expand behind-the-meter power projects for data centers and other customers.
Haynesville expansion: The $5.5 billion Momentum Midstream acquisition adds major gathering and pipeline capacity, while the Shelby Connector and Delta Access projects support future growth. Williams also raised its long-term EBITDA growth target to more than 11% annually through 2030.
Oil Could Dip, But These 3 Energy Stocks Still Look Built to Win
#billion #williams #projects
