Core Insights - Arcus Biosciences reported significant insider selling by President Juan C. Jaen, who sold 82,997 shares for approximately $2.1 million, coinciding with a strong one-year stock performance [1][2][9] - The sale represented 5.91% of Jaen's total holdings and 8.00% of his indirect holdings, which is above the historical median of 4.67% for recent transactions [3] - The company has a market capitalization of $2.7 billion and a revenue of $240 million, with a one-year price change of 45% as of January 5, 2026 [4] Transaction Details - The shares were sold at a weighted average price of $24.71, while the stock closed at $25.26 on the transaction date, reflecting a 47.68% total return over the past year [6][10] - The transaction was executed through an indirect holding via a trust, with no change to direct holdings [6] - Since June 2024, Jaen's holdings have decreased by 76.39%, indicating a larger-than-typical disposition relative to prior activity [6] Company Overview - Arcus Biosciences focuses on developing oncology therapies, including several candidates in Phase 1-3 clinical trials, such as Etrumadenant and Zimberelimab [7][8] - The company targets cancers like non-small cell lung cancer and pancreatic cancer, leveraging strategic partnerships for clinical development [8] - Despite a recent setback in a Phase 3 trial, Arcus maintains a strong balance sheet with approximately $1 billion in cash and promising early-stage results for its kidney cancer program [11]

Group 1 - Ondas Holdings is experiencing significant growth, with its stock price increasing over fivefold in six months, indicating strong demand for its drone and wireless technology [1] - The company has a market capitalization of $3.7 billion, and all eight sell-side analysts covering Ondas rate it as a buy or strong buy, with an average price target of $11.50, suggesting an 18% upside from its 2025 closing price [3] - The drone market is projected to grow from $69 billion to $147.8 billion by 2036, positioning Ondas in a rapidly expanding industry [5] Group 2 - Ondas estimates its 2025 sales at $36 million, with expectations to triple to $110 million in the current year, which could lead to a stock rally if first- and second-quarter results exceed expectations [6] - The company ended the third quarter with a pro forma cash balance of $840.4 million, allowing it to establish a $150 million investment division, indicating financial strength [7] - Ondas is considered a potentially lower-risk growth story compared to other speculative growth companies [8]

Investors were unenthusiastic about the company's latest expansion effort.A new acquisition announced by electronic components maker Jabil (JBL 7.05%) on Monday wasn't greeted warmly by Mr. Market. Investors traded out of the company on news of its latest deal, to the point where the stock lost more than 7% of its value that trading session.Starting off the new year with a new asset buyThat morning, Jabil announced that it is now the owner of privately held Hanley Energy Group, which specializes in energy m ...

Recent trends in global finance will support the company's business, according to one pundit's view.S&P Global (SPGI +3.95%), the financial markets information and analysis company best known for its S&P series of indexes, beat its own S&P 500 index on the first trading Monday of 2026. The company's shares rose by 4%, topping the index's 0.6% gain, thanks in no small part to a bullish new analyst note on its prospects.Profiting from borrowingThat note was authored by Stifel's Shlomo Rosenbaum and published ...

Today, Jan. 5, 2026, investors weigh Venezuela-fueled oil volatility against new digital growth and contract wins in energy services.NYSE : SLBSlbToday's Change( 8.96 %) $ 3.60Current Price$ 43.80Key Data PointsMarket Cap$60BDay's Range$ 42.52 - $ 45.1652wk Range$ 31.11 - $ 45.16Volume56MAvg Vol15MGross Margin18.66 %Dividend Yield2.84 %SLB (SLB +8.96%), a global provider of technology and services for the energy industry, closed Monday’s session at $43.80, up 8.96%. SLB IPO'd in 1981 and has grown 245% sinc ...

Company Overview - Applied Digital Corporation operates in the technology infrastructure market, focusing on digital infrastructure for high-demand computing applications, particularly supporting AI and HPC workloads through specialized data centers and cloud services [5] - The company generates revenue through infrastructure services for crypto mining, GPU computing solutions, and the design, construction, and management of data centers, serving enterprise clients in AI, machine learning, and HPC sectors across North America [6] Financial Performance - As of September 30, Applied Digital reported a revenue of $64.2 million for the fiscal third quarter, reflecting an 84.3% year-over-year increase [10] - The company has a market capitalization of $6.34 billion and a total revenue of $219.02 million for the trailing twelve months (TTM), with a net loss of $225.71 million [4] Stock Performance - As of November 13, shares of Applied Digital were priced at $23.06, which is a 221.6% increase over the past year [3] - The stock has gained 231.4% over the last year, significantly outperforming the S&P 500 index's 17.7% return and the Nasdaq Composite's 20% [9] Investment Activity - Hood River Capital Management LLC sold 812,377 shares of Applied Digital during the third quarter, reducing its position by 3.7%, while the remaining stake stands at 21,046,654 shares valued at $482.8 million, representing 5.7% of the fund's assets under management [2][3][9]

Today, Jan. 5, 2026, nuclear policy discussions, surging volumes, and dilution risks collide in this fast-evolving SMR story.NYSE : SMRNuScale PowerToday's Change( 14.78 %) $ 2.41Current Price$ 18.72Key Data PointsMarket Cap$4.6BDay's Range$ 17.34 - $ 19.5452wk Range$ 11.08 - $ 57.42Volume2.7MAvg Vol24MGross Margin64.95 %NuScale Power (SMR +14.78%), a startup focused on developing small modular (nuclear) reactors, closed Monday’s session at $18.78, up 15.14%. Trading volume reached 62.6 million shares, comi ...

With equities dominating the portfolio, this quiet bond allocation says more about risk control than return chasing.Illinois-based LaSalle St. Investment Advisors established a new position in the iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD +0.08%), adding 135,360 shares valued at approximately $6.88 million during the third quarter, according to a November 13 SEC filing.What HappenedAccording to a filing with the Securities and Exchange Commission dated November 13, LaSalle St. Investment Ad ...

The company's dependable business model continues to deliver strong growth for shareholders. But its stock price remains difficult to justify.Costco Wholesale (COST +2.49%) has a habit of turning "boring" retail into impressive compounding. But the stock didn't deliver in 2025. After a rare weak stretch for the stock, investors are looking at 2026 and asking whether the membership-based wholesale retailer's shares will finally resume their upward march.After all, it's not like the underlying business is sho ...

This diversified advisor has made a bond ETF one of its largest positions.On November 14, New Hampshire-based Northeast Planning Associates disclosed a buy of 120,572 shares of the VictoryShares Core Intermediate Bond ETF (UITB +0.17%), increasing its position by approximately $5.80 million.What HappenedAccording to an SEC filing dated November 14, Northeast Planning Associates increased its stake in VictoryShares Core Intermediate Bond ETF (UITB +0.17%) by 120,572 shares. The end-of-quarter position totale ...