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fetchstompsocketxiFD
21 days ago
On August 5, Kinetik Holdings Inc. (NYSE:KNTK) reported the strongest quarterly results in company history and raised its full-year 2026 guidance. The Permian-focused midstream operator posted net income, including noncontrolling interest, of $123.1 million for the quarter ended June 30, while Adjusted EBITDA climbed to $280.8 million. Management didn't stop at celebrating the number. It used the quarter as the launchpad for a string of expansion decisions that stretch out to 2028.
The Midstream Logistics segment, Kinetik's largest, grew Adjusted EBITDA 35% year over year to $204.8 million in the second quarter, even though processed natural gas volumes held flat at 1.74 Bcf/d. That flat number actually undersells the quarter. It came despite roughly 250 million cubic feet per day of gas that had been shut in because of weak Waha-area pricing, with stronger natural gas liquid recoveries, condensate yields, and favorable commodity spreads carrying the segment instead.
Management is betting the growth continues well past 2026. In May, Kinetik reached a final investment decision on Kings Landing II, a roughly $260 million project that will lift sour gas processing capacity across the company's Delaware North complex above 700 MMcf/d and push total system capacity to 2.7 Bcf/d when it comes online in mid-2028, earlier than previously communicated. The ECCC Pipeline, which links the system's northern and southern halves between Eddy and Culberson Counties, is now in service, and right-of-way work has already begun on a follow-on expansion for 2027.
Kinetik also locked in new firm Gulf Coast access for residue gas starting in 2027 and signed fresh natural gas liquids transport agreements, both aimed at getting better prices for the gas it moves. On the back of that momentum, Kinetik raised its full-year 2026 Adjusted EBITDA guidance to a range of $1.04 billion to $1.1 billion, a 7% ***** p from the guidance it issued in February.
Not every part of the business is moving in the same direction. The Pipeline Transportation segment posted Adjusted EBITDA of $83.0 million in the quarter, down 14% year over year, a decline the company attributes to last year's divestiture of its equity stake in EPIC Crude Holdings. That sale removed a source of cash flow the rest of the business now has to make up for. Kinetik also expects gas curtailments to keep running at an average of 25 million cubic feet per day through the second half of 2026, on top of the Waha-driven shut-ins that already weighed on the quarter. Its own pricing ***** umptions underline the regional problem: the company is now modeling Waha Hub natural gas at negative $0.26 per MMBtu for the full year, meaning gas in parts of the Permian is priced so low that moving it out of the basin is the whole game.

#quarter
Table_0242
22 days ago
On August 5, Kinetik Holdings Inc. (NYSE:KNTK) reported the strongest quarterly results in company history and raised its full-year 2026 guidance. The Permian-focused midstream operator posted net income, including noncontrolling interest, of $123.1 million for the quarter ended June 30, while Adjusted EBITDA climbed to $280.8 million. Management didn't stop at celebrating the number. It used the quarter as the launchpad for a string of expansion decisions that stretch out to 2028.
The Midstream Logistics segment, Kinetik's largest, grew Adjusted EBITDA 35% year over year to $204.8 million in the second quarter, even though processed natural gas volumes held flat at 1.74 Bcf/d. That flat number actually undersells the quarter. It came despite roughly 250 million cubic feet per day of gas that had been shut in because of weak Waha-area pricing, with stronger natural gas liquid recoveries, condensate yields, and favorable commodity spreads carrying the segment instead.
Management is betting the growth continues well past 2026. In May, Kinetik reached a final investment decision on Kings Landing II, a roughly $260 million project that will lift sour gas processing capacity across the company's Delaware North complex above 700 MMcf/d and push total system capacity to 2.7 Bcf/d when it comes online in mid-2028, earlier than previously communicated. The ECCC Pipeline, which links the system's northern and southern halves between Eddy and Culberson Counties, is now in service, and right-of-way work has already begun on a follow-on expansion for 2027.
Kinetik also locked in new firm Gulf Coast access for residue gas starting in 2027 and signed fresh natural gas liquids transport agreements, both aimed at getting better prices for the gas it moves. On the back of that momentum, Kinetik raised its full-year 2026 Adjusted EBITDA guidance to a range of $1.04 billion to $1.1 billion, a 7% ***** p from the guidance it issued in February.
Not every part of the business is moving in the same direction. The Pipeline Transportation segment posted Adjusted EBITDA of $83.0 million in the quarter, down 14% year over year, a decline the company attributes to last year's divestiture of its equity stake in EPIC Crude Holdings. That sale removed a source of cash flow the rest of the business now has to make up for. Kinetik also expects gas curtailments to keep running at an average of 25 million cubic feet per day through the second half of 2026, on top of the Waha-driven shut-ins that already weighed on the quarter. Its own pricing ***** umptions underline the regional problem: the company is now modeling Waha Hub natural gas at negative $0.26 per MMBtu for the full year, meaning gas in parts of the Permian is priced so low that moving it out of the basin is the whole game.

#natural
hayaz0479
1 month ago
Viridis Mining and Minerals has awarded the first major equipment contract for its Colossus Rare Earth Project in the state of Minas Gerais in Brazil.
The company has selected Dewater Filter Press to supply the residue pressure filtration package following a 12-month competitive tender and technical evaluation process.
The contract includes the design, manufacture, fabrication, testing and supply of a filtration system intended to handle solid-liquid separation of processed clay before it is returned to the mine as part of rehabilitation activities.
According to Viridis, Dewater was chosen after dedicated testing using Colossus residue, which established the appropriate equipment sizing and operating parameters.
These tests also underpinned contractual performance guarantees for throughput and final residue moisture levels.

#filtration
jglasanivogihjog
1 month ago
Tempus AI, Inc. (NASDAQ:TEM) rallied following a melanoma breakthrough reported by Moderna and Merck. The companies said their Phase 3 INTerpath-001 trial met its recurrence-free survival endpoint for the personalized cancer therapy intismeran autogene, also known as V940, combined with Keytruda. Detailed trial data remain pending. The read-through came from Personalis, which has supported the V940 clinical-development program since its inception. Tempus agreed in July to a pending acquisition of Personalis at a $1.5 billion enterprise value, net of Tempus's existing stake. The question for Tempus AI, Inc. (NASDAQ:TEM) is whether the result validates the acquisition or merely confirms that one Personalis platform is strategically relevant to personalized cancer therapy.
Personalis uses ImmunoID NeXT to sequence tumor information for personalized vaccine development. That technology is distinct from NeXT Personal, the company's tumor-informed molecular residual disease test and the central strategic target of the acquisition. For Tempus AI, Inc. (NASDAQ:TEM), the clinical result validates Personalis's sequencing capabilities without establishing the economics of either product.
Tempus AI, Inc. (NASDAQ:TEM) is acquiring a company that has supported the V940 program from its beginning. A successful Phase 3 endpoint could strengthen Personalis's credibility with biopharma customers and create additional sequencing opportunities as drugmakers pursue individualized therapies across more tumor types.
The acquisition also reaches beyond vaccine sequencing. Tempus AI, Inc. (NASDAQ:TEM) has commercialized NeXT Personal since 2023. The MRD test searches for small traces of circulating tumor DNA after treatment, helping clinicians monitor response and identify possible recurrence before it becomes visible through conventional imaging.
Tempus AI, Inc. (NASDAQ:TEM) reported 9,000 total MRD tests in the second quarter, up from 6,500 sequentially. Personalis generated finalized quarterly revenue of $22.357 million and delivered 10,384 clinical tests, with volume rising 33% sequentially. NeXT Personal also has Medicare coverage in three indications, giving the pending transaction a commercial foundation independent of V940.

#v940 #acquisition #tumor
fnoq435nzmksvke556
1 month ago
Caleb put $10,000 down on a lease to reach $240 monthly payments, then drove 4,000 miles over the cap with 13 months left.
Kamel explains leases charge you for a car's steepest depreciation years, leaving a large cash down payment with zero recoverable equity.
Kamel recommends a lease buyout as the best exit if the contract residual falls below market value, letting you sell the car for a profit.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A caller named Caleb opened a recent Ramsey Show Highlights segment with a bit of a shocking statement: "I hate myself now after listening to you guys."

#caleb #lease #highlights
Warm_1
2 months ago
Caleb put $10,000 down on a lease to reach $240 monthly payments, then drove 4,000 miles over the cap with 13 months left.
Kamel explains leases charge you for a car's steepest depreciation years, leaving a large cash down payment with zero recoverable equity.
Kamel recommends a lease buyout as the best exit if the contract residual falls below market value, letting you sell the car for a profit.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A caller named Caleb opened a recent Ramsey Show Highlights segment with a bit of a shocking statement: "I hate myself now after listening to you guys."

#down #best #ramsey
hyperhr
2 months ago
The injured list grows longer as the Yankees place Max Fried on the 15-day IL with a left elbow bone bruise.
This is the last thing Yankees fans needed to hear.
Fried exited his last start against Seattle last Thursday after recording five hits, two walks, four strikeouts and one earned run in five innings. It's unclear whether the injury occurred during his outing or if it's a residual issue from his last stint on the IL in May.
However, all hope is not lost for this starting rotation. Carlos Rodón is scheduled to make his first start since returning from the IL for the series opener against the Orioles on Tuesday. Yankees fans might even be able to breathe a little easier if he can make an impact before Clarke Schmidt returns to the mound.

#Seattle
99fetch
2 months ago
Sidus ****** e (SIDU) shares have been inching higher ahead of the company's Q2 earnings, and the derivatives market believes they will extend gains further after the quarterly print.
In its first quarter, SIDU recorded $0.36 million in revenue on a loss of $0.08 per share. However, the firm lacks formal Wall Street consensus estimates for its fiscal Q2, as it currently receives coverage from just one ****** yst on Barchart.
Mark Cuban Says If You Win The Lottery, Don't Take The Lump Sum — And Tell People Who Ask for Money No, But 'Be Nice. No One Likes a Mean Billionaire'
JPMorgan Just Upgraded Salesforce Stock. Here's Why.
Why Wall Street Isn't Buying Super Micro's $60 Billion Backlog Quite Yet

#sidu #cuban
06prismlynx
2 months ago
Interested in Element Fleet Management Corp.? Here are five stocks we like better.
Element Fleet Management delivered solid Q2 growth: Adjusted net revenue rose 10% year over year to $318 million, adjusted EPS increased 12%, and adjusted ROE reached 19.6%. Vehicles under management grew 3% to 1.56 million, while first-half revenue, EPS and free cash flow per share rose 13%, 18% and 11%, respectively.
The company is expanding its capital-light and digital strategies: Its inaugural equity residual transaction transferred about $700 million of receivables off balance sheet, while automation and workflow initiatives are expected to produce roughly $20 million in annualized savings in 2027.
Waymo partnership could support future services growth: Element will initially support Waymo's autonomous-vehicle operations in San Diego, with revenue contributions expected from 2027 and potentially adding a few points to services-revenue growth. Management also returned $163 million to shareholders in Q2, including $120 million in share repurchases.
Element Fleet Management (TSE:EFN) reported second-quarter results that included double-digit growth in adjusted net revenue and adjusted earnings per share, while management highlighted progress in its capital-light funding strategy, digital transformation efforts and expansion into autonomous-vehicle fleet services.

#element
rmlslkwhsycubob
2 months ago
Malcolm-Jamal Warner's financial legacy is a classic study in how huge cultural fame doesn't always translate into a massive fortune. After soaring to stardom at age 14 as Theo Huxtable on "The Cosby Show," he spent the next four decades consistently working as an actor, director and Grammy-winning musician. Yet, despite his enduring career and broad household recognition, his overall wealth never quite reached the blockbuster heights many ******* umed. When he tragically drowned at age 54 while on a family vacation in Costa Rica in July 2025, he left behind an estate worth only a fraction of public expectations.
A year after his passing, that estate has found itself wrapped up in legal drama. His widow is currently suing his mother over a family trust dating back to 1996 and an unfulfilled prenuptial agreement. Examining Malcolm-Jamal Warner's net worth uncovers the full story of his career earnings, the actual ******* ets he left behind and the complicated legal battle now dividing his family over his estate.
The honest answer is that no one outside the cast knows the exact figures. Residual payments to individual actors were never made public. Still, two things are clear. The show itself was a syndication machine, and the checks have largely stopped.
The scale was staggering. In 1988, local stations paid a then-record $500 million for the rerun rights, TV Guide reported. That came to nearly $4 million per episode across 172 markets. Bill Cosby held a 20% equity stake, and he earned roughly $166 million from that single deal. Over the decades, the series generated more than $1.5 billion in global syndication revenue.
Those syndication numbers belong to the show and its creator, though, not to the young cast. They also explain why Malcolm-Jamal Warner's net worth never reached Cosby-level heights. Actors instead earn residuals on a sliding scale that shrinks with each rerun, and specific amounts stay private. Warner's cut, like that of castmates such as Phylicia Rashad and Joseph C. Phillips, was never disclosed.

#family #estate #syndication #million
03hypermoodyprism
2 months ago
It can pay to track what the big investors on Wall Street are trading in quarterly 13-F filings. This quarter, legendary hedge fund manager Stanley Druckenmiller added to his largest stock position, buying more Natera (NASDAQ: NTRA) for his family office. The innovative genetic testing company now accounts for 18% of Druckenmiller's 13-F portfolio, which includes all his U.S.-listed stocks.
Should you follow Druckenmiller into Natera stock? Let's take a closer look at the numbers and find out.
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 »
Modern medicines and treatments have led to a growing demand for advanced patient diagnostics. To tailor medicines for patients in prenatal care or with cancer, you need to understand more about their bodies and specific genetic makeup.
Natera specializes in bridging the gap between doctors and patients, using innovative cell-free DNA testing to help diagnose outcomes. Specifically, it serves the prenatal and cancer testing markets. For pregnant patients, a doctor can use a Natera test to diagnose any problems with the fetus, all with minimal physical intervention. Its cancer testing has a variety of use cases, but an important one is checking for residual disease evidence in patients, which can be invaluable for someone dealing with cancer in remission.

#innovative
xhdstuhqy
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.
Management emphasized that the corporate strategy remains unchanged following a leadership transition, prioritizing a durable dividend funded by free cash flow and a conservative balance sheet.
The dividend is viewed as the primary output of the business model rather than a residual, sized specifically to allow for both shareholder returns and economic reinvestment.
Operational efficiency is being driven by a shift toward 3- and 4-mile laterals, which now constitute 69% of year-to-date authorizations for expenditure (AFEs).
Extended laterals have reduced well participation costs by approximately 25% on a per-foot basis compared to traditional 2-mile laterals while delivering higher estimated ultimate recoveries (EURs).

#tell
85rocket_calm
2 months ago
Jennifer Tedmori revealed the small sum she earned in residuals for her 11 episodes on Ned's Declassified
Tedmori shared her frustration over receiving checks as low as two cents, noting mailing costs exceeded their value
She now works as a lawyer but joked the total residuals might only cover a coffee at Starbucks
One child star is sharing just how much money being on a well-loved teen show still pays 20 years later.
Jennifer Tedmori posted a video on Instagram on July 24, showing around 19 envelopes she said were all residual checks she's received for her work as a child actor. Tedmori, who is now also a lawyer, was on 11 episodes of the popular Nickelodeon show Ned's Declassified School Survival Guide. As Doris Trembly, a member of the "Huge Crew" who all had a crush on Ned (Devon Werkheiser), she was a bully who would pick on other girls around the ***** ular character, mainly Moze (Lindsey Shaw).

#tedmori #residuals #checks #around
frlbyrwxohdlcy
2 months ago
SEOUL, South Korea (AP) — South Korean authorities ordered civilians to evacuate on Tuesday after a suspected white phosphorus leak at a U.S. military base near the capital, Seoul.
Officials in the city of Pyeongtaek urged nearby residents to move to a safe location and avoid skin exposure after the leak at the Osan Air Base was detected at around 5 p.m. The alert was lifted several hours later following the completion of decontamination work, according to text messages sent out by the city.
The U.S. 51st Fighter Wing said it established a 300-meter cordon around the base "out of an abundance of caution" after experts conducting a routine inspection identified white phosphorus crystallization that left residue inside a munitions crate.
An explosive ordnance disposal unit was deployed and response plans were immediately activated to ensure the munitions remained fully contained, it said in a statement.
The cordon was lifted after emergency response personnel mitigated the situation, allowing the base to return to normal operations, it said. There were "no injuries resulting from this situation and no risk to personnel on or off installation."

#seoul #phosphorus
BQCU9
3 months ago
Bill Cosby's finances are facing intense scrutiny as a woman who won a $60 million civil judgment against him moves to collect the award. The latest court filings seek a detailed accounting of the disgraced comedian's ******* ets, including everything from bank accounts to royalty payments and intellectual property.
The post-judgment discovery marks another major development in the ongoing legal battle between Cosby and plaintiff Donna Motsinger. According to newly filed court documents, her attorneys are casting a wide net to determine which ******* ets could be used to satisfy the multimillion-dollar judgment.
RadarOnline reported that Motsinger's legal team served extensive post-judgment interrogatories seeking information about nearly every aspect of Cosby's financial life. The requests reportedly cover checking and brokerage accounts, cash holdings, private equity investments, business interests, real estate, automobiles, aircraft, jewelry, artwork, collectibles, retirement accounts, insurance policies, cryptocurrency, safe deposit boxes, and storage units.
The filing also seeks information about income-producing ******* ets, including royalties, licensing payments, residuals, copyrights, trademarks, and other intellectual property. According to the report, Motsinger's attorneys are attempting to identify every possible source of revenue that could help satisfy the judgment entered against Cosby in March.
The outlet reported that the requests extend beyond Cosby's personal finances. Attorneys are also seeking information about his wife, Camille Cosby, including ******* ets held in her name, jointly owned property, trusts, financial accounts, income sources, and any marital agreements that could affect ownership of ******* ets.

#assets #accounts #property
tunnel_shnyx
3 months ago
Dangote's 700,000 b/d Lekki refinery has been running at full capacity over the past two months, pushing product exports to Europe to record levels and overtaking traditional suppliers from the Gulf and the US. Its rise has already reshaped the West African fuel trade: imports of clean products from outside the region fell by almost 25% year-on-year in the second quarter. Yet Dangote is treating this only as a starting point. The group plans to add another crude distillation unit (CDU), lift total capacity to 1.45 million b/d and build a wider network of product-storage and distribution infrastructure across Africa. The ambition is vast, but so are the challenges.
The refinery's latest maintenance and upgrade programme lifted capacity from 650,000 b/d to 700,000 b/d by de-bottlenecking the existing crude distillation unit. That increase took roughly 2.5 years to deliver, with regular crude purchases beginning in March 2024. The next phase is larger. Dangote is targeting mechanical completion of a new 750,000 b/d CDU and additional secondary units by December 2028, potentially including another vacuum distillation unit as well as expanded polypropylene, base-oil and linear alkyl benzene capacity. If completed, the project would make Lekki the world's largest refinery at 1.45 million b/d, narrowly ahead of Reliance Industries' 1.4 million b/d Jamnagar complex in India. However, the construction of Dangote's first CDU took eight years, roughly in line with the pace of other recent refinery projects. India's newly commissioned Barmer refinery in Rajasthan, for example, also took around eight years to build, despite being far smaller at 180,000 b/d. That makes Dangote's target of completing a second CDU by 2028 look highly unrealistic.
Yet the timeline may be less important than the signal. While state-owned NNPC is still trying to rehabilitate its three refineries, with a combined capacity of 445,000 b/d, by attracting outside investors, Dangote's promise to build the world's largest refinery sends a clear message to both NNPC and potential investors: the competition is likely to become too difficult to withstand, regardless of when the second CDU is ultimately completed.
Related: IMF Downgrades Global Economic Growth Forecast To 3% Amid Iran War
The refinery has largely relied on Nigerian crude, but domestic supply has not been sufficient to cover its full needs. Crude receipts peaked near 650,000 b/d in May before easing to 575,000 b/d in June. Nigeria's very own Bonny Light has remained central, while WTI Midland from the US Gulf Coast provided an average of 120,000 b/d in 2025 and as much as 300,000 b/d in some months. The very light slate supported high jet and diesel yields but left too little residue to fully feed the refinery's residual fluid catalytic cracker, constraining gasoline output. Dangote has therefore widened its slate to include somewhat heavier Nigerian grades such as Escravos, Forcados and Bonga, alongside occasional cargoes
ud_IHnN_kqz_8
3 months ago
Comedian Alan Carr is set to keep the only lot which failed to sell at an auction of unwanted items from his recently purchased Scottish castleconcrete cow sculpture.
It was revealed in February that the Celebrity Traitors winner had bought Ayton Castle in the Scottish Borders.
Hundreds of "residual" contents - unwanted by both Carr and the former owners - were sold at auction on Sunday.
But auctioneer Jim Railton said the cow - part of a wider collection of sculptures - had failed to find a bidder and the comedian was set to keep it as a memento.
The auction took place at Ayton Castle on Sunday after viewings on Friday and Saturday.
Cool
4 months ago
Natera, Inc. (NASDAQ:NTRA) is one of the 8 Best Genomics Stocks to Buy According to ******* ysts.
On June 5, Goldman Sachs initiated coverage on Natera, Inc. (NASDAQ:NTRA) with a Neutral rating and a $245 price target, noting the firm's leadership in the molecular residual disease testing market. ******* yst Evie Koslosky pointed to "strong" commercial execution and a tumor-informed approach resulting in higher sensitivity. Goldman is expecting clearer operating leverage as the company continues reinvesting in growth.
On June 4, Natera, Inc. (NASDAQ:NTRA) announced a collaboration with CytoDyn to evaluate circulating tumor DNA dynamics in metastatic colorectal cancer. Under the agreement, Natera said it will examine CLOVER Phase 2 trial samples using its Signatera ******* ay. It will also deliver real-world data insights drawn from a database exceeding 2 million plasma timepoints.
Likoper/Shutterstock.com
CytoDyn CEO Jacob Lalezari said the partnership will generate insights into "ctDNA response kinetics and disease progression." Natera's Vice President, Biopharma Data & AI Partnering, Matt Love, added that the platform helps partners "better understand disease biology, treatment response, and patient outcomes."
qkwnlxedfccnhmmu
4 months ago
We recently compiled a list of the 10 Popular Penny Stocks on Robinhood to Watch in 2026. TScan Therapeutics, Inc. (NASDAQ:TCRX) is one of the most popular penny stocks.
TheFly reported on May 6 that TCRX announced its first-quarter 2026 financial results, covering the period ended March 31, 2026, along with a corporate update. The company reported revenue of $1.0 million versus $2.2 million in the prior-year quarter, reflecting lower research activity tied to its collaboration with Amgen. Research and development expenses totaled $21.9 million compared to $29.8 million a year earlier, while general and administrative expenses were $8.2 million versus $8.6 million, driven mainly by reduced professional costs and timing of spending.
The corporation’s net loss improved to $28.7 million from $34.1 million, supported by $0.5 million in net interest income compared with $2.1 million previously. Cash and cash equivalents stood at $128.1 million as of March 31, 2026, excluding $5.0 million restricted cash, with a runway expected into the second half of 2027. The update also outlined pipeline progress across heme malignancies, solid tumors, and autoimmune programs, including upcoming clinical milestones and preclinical developments.
In separate news, on April 27, TScan Therapeutics, Inc. (NASDAQ:TCRX) announced acceptance of a scientific abstract for presentation at the ASGCT 29th Annual Meeting in Boston, held May 11–15, 2026. The poster focuses on CD45-targeted TCR-T therapies aimed at eliminating residual disease and reducing relapse risk after allogeneic stem cell transplantation.
TScan Therapeutics, Inc. (NASDAQ:TCRX) is a clinical-stage biotechnology company developing T cell receptor (TCR)-engineered therapies for cancer and autoimmune diseases. It uses a proprietary platform to identify immune targets and design treatments that activate the body’s own T cells to fight disease.
glid2compass
4 months ago
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 5th on this list.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the first quarter of 2026. This stake consists of PUT bets worth close to 5 million shares. In the hedge fund world, Leopold Aschenbrenner is not alone in betting against AMD. Other elite money managers like Ken Griffin, Israel Englander, Sander Gerber, and Dmitry Balyasny have also declared bearish bets against the chip company. Of the $10.3 billion in Q1 2026 revenue for AMD, the data center segment accounted for $5.8 billion. However, NVIDIA continues to capture an estimated 90% to 95% market share of high-end AI data center GPUs.
READ ALSO: 12 Best Stocks to Buy According to Billionaire David Abrams.
Elite money managers have argued that Advanced Micro Devices, Inc. (NASDAQ:AMD) is fighting an uphill battle against an entrenched ecosystem. The true moat for NVIDIA is not just the hardware, but the proprietary CUDA software ecosystem, which has millions of software developers locked in. Enterprise clients are proving hesitant to rewrite their entire software stacks to migrate to the open-source ROCm platform offered by AMD. Short-sellers calculate that AMD is being valued as an equal AI peer to NVIDIA, when it is actually collecting the residual overflow demand from hyperscalers who cannot secure enough NVIDIA allocation.
While we acknowledge the potential of AMD 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 stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
science
5 months ago
How public health officials are tracing people who came in contact with hantavirus victims

NEW YORK (AP) — Hantaviruses do not spread easily between people, which makes health officials confident the recent outbreak on a cruise ship that has killed three people will not turn into an epidemic.
But, still, they need to make sure. So health officials in several countries are contact tracing: trying to identify and follow people who may have come in contact with passengers who got sick or died.
Hantaviruses usually spread when people inhale contaminated residue of rodent droppings. While human cases are rare, small outbreaks have been documented around the world. But the Andes virus implicated in the cruise ship outbreak may be able to spread between people in rare cases. And viruses can change.
Scientists are trying to learn more about the virus as fast as they can, including whether it has mutated and how exactly it spreads.
The goal of contact tracing is to alert people who might have been exposed, keep tabs on them in case they come down with symptoms, and prevent them from spreading it to others.

https://www.yahoo.com/news...

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