Core Viewpoint - A class action has been filed against F5, Inc. for allegedly misleading investors regarding the financial impact of a significant security breach that affected the company's operations and stock performance [1][2]. Group 1: Allegations and Security Breach - Robbins LLP is investigating allegations that F5, Inc. misled investors about its ability to secure client data amid a significant security breach [2]. - On October 15, 2025, F5 announced a "long-term, persistent" breach affecting its BIG-IP product, including the compromise of its source code [3]. - The breach led to a decline in F5's stock price from $343.17 per share on October 14, 2025, to $295.35 per share on October 16, 2025, representing a decrease of approximately 13.9% [3]. Group 2: Financial Impact and Stock Performance - On October 27, 2025, F5 reported fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, largely due to the security breach [4]. - The company announced expected reductions in sales and renewals, elongated sales cycles, and increased expenses related to remediation efforts [4]. - Following the announcement, F5's stock price dropped from $290.41 per share on October 27, 2025, to $258.76 per share on October 28, 2025, marking an additional decline of 10.9% [4].

Core Viewpoint - Robbins LLP has initiated a class action lawsuit on behalf of investors in SLM Corporation, alleging that the company misled investors regarding its loss mitigation and loan modification programs during a specific period in 2025 [1][2]. Group 1: Allegations and Findings - The complaint states that SLM Corporation failed to disclose a significant increase in early-stage delinquencies during the class period, leading to an overstatement of the effectiveness of its loss mitigation and loan modification programs [3]. - A report from TD Cowen on August 14, 2025, indicated that July 2025 delinquencies rose by 49 basis points month-over-month, which was worse than the expected seasonal increase of 10 basis points, driven by a 45 basis point rise in early-stage delinquencies [4]. - The findings from TD Cowen contradicted SLM's previous assurances that delinquency rates were following normal seasonal trends, resulting in a stock price drop of $2.67 per share, or 8.09%, closing at $30.32 on August 15, 2025 [4]. Group 2: Class Action Participation - Shareholders may be eligible to participate in the class action against SLM Corporation, with the option to serve as lead plaintiff or remain an absent class member [5]. - Robbins LLP operates on a contingency fee basis, meaning shareholders incur no fees or expenses for participation [6].

Core Viewpoint - A class action has been filed against Gauzy Ltd. for allegedly misleading investors about its financial stability and business prospects during a specified period [1][2]. Group 1: Allegations and Financial Issues - The complaint alleges that Gauzy failed to disclose that three of its French subsidiaries were unable to meet their financial obligations, leading to a substantial likelihood of insolvency proceedings [2]. - The company announced on November 14, 2025, that the Commercial Court of Lyon ordered the commencement of insolvency proceedings for these subsidiaries, which constitutes a default under its existing senior secured debt facilities [3]. - Following the announcement, Gauzy's share price dropped by $2.00, or 49.8%, closing at $2.02 per share on November 17, 2025 [3]. Group 2: Class Action Participation - Shareholders interested in participating in the class action must submit their papers to the court by February 6, 2026, to serve as lead plaintiff [4]. - Shareholders are not required to participate in the case to be eligible for recovery, and they can choose to remain absent class members [4]. Group 3: Company Background - Robbins LLP is a recognized leader in shareholder rights litigation, dedicated to helping shareholders recover losses and improve corporate governance since 2002 [5].

USA Rare Earth could be shaping up for a game-changing year in 2026.Since the start of the year, MP Materials (MP +0.59%) stock price has rallied by nearly 250%. This far outperformed the S&P 500 index, which is up by around 17% during the same time frame. Yet while shares in this rare earth metals company delivered such strong outperformance this year, it doesn't mean the same thing will happen in 2026.NYSE : MPMP MaterialsToday's Change( 0.59 %) $ 0.32Current Price$ 54.53Key Data PointsMarket Cap$9.6BDay' ...

A Santa Claus rally is taking over the markets at year end, leaving many of us investors scratching our heads as to where to park our capital for 2026. Alongside a rotation of my portfolio toward cheaper small andWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha ...

分组1: Bristol Myers Squibb - Bristol Myers Squibb offers an attractive dividend yield of 4.6% with a payout ratio of around 85%, indicating a balance of risk and reward for investors [4][6][12] - The company faces potential patent cliffs, with its cancer drugs Revlimid and Pomalyst facing generic competition in 2026, and cardiovascular drug Eliquis losing patent protections in 2028 [6][4] - Despite these challenges, Bristol Myers Squibb has been investing in its drug pipeline through acquisitions, suggesting a likelihood of sustaining its dividend [6][4] 分组2: Medtronic - Medtronic has a dividend yield of 2.9% and has experienced a slowdown in dividend growth, which has dropped from mid to high single digits to low single digits [8][11] - The company is undergoing a restructuring to refocus on growth, including exiting certain businesses and investing in new products, with a notable spinoff of its diabetes division planned [9][11] - Medtronic has increased its dividend for 48 consecutive years, indicating strong potential for future growth and a payout ratio of around 75%, positioning it well for long-term investors [11][12]

Core Viewpoint - Microsoft is expected to deliver solid but unspectacular growth in 2026, ranking as the No. 4 stock in the "Magnificent Seven" for that year [1][4]. Company Overview - Microsoft is a computing powerhouse, offering a wide range of products including personal computers, operating systems, tablets, gaming consoles, and services like LinkedIn, Edge, and Bing [2]. - The company has made significant investments in artificial intelligence, particularly through its partnership with OpenAI, enhancing productivity and automation for users [2][6]. Financial Performance - Microsoft has experienced substantial growth over the last decade, with revenue increasing by over 230% and earnings per share and net income rising by more than 500% [8]. - For the first quarter of fiscal 2026, Microsoft reported revenue of $77.7 billion, an 18% increase year-over-year, with net income of $27.7 billion, up 12%, and earnings per share of $3.72, up 13% [10]. Segment Performance - The company operates in three primary segments: - **Productivity and Business Processes**: Revenue of $33.02 billion, up 16.6% year-over-year, with operating income of $20.41 billion, up 23.5% [11]. - **Intelligent Cloud**: Revenue of $30.89 billion, up 28.2%, with operating income of $13.39 billion, up 27.5% [11]. - **More Personal Computing**: Revenue of $13.75 billion, up 4.4%, with operating income of $4.16 billion, up 17.8% [11]. - The Intelligent Cloud segment is growing rapidly and is expected to surpass the productivity software tools as the most lucrative segment if the growth trajectory continues [11]. Investment Perspective - Microsoft is viewed as a solid and reliable investment option for 2026, with a stronger growth engine than Apple and a more effective business model than Amazon, while being less volatile than Tesla [12][13]. - The company is positioned in the middle of the pack among the "Magnificent Seven," with dynamic growth opportunities seen in competitors like Nvidia, Alphabet, and Meta Platforms [13].

Core Viewpoint - ExGen Resources Inc. has entered into a binding letter of intent to acquire a second silver stream on a past-producing gold mine in South America, which will double its aggregate silver stream on the property [1][3]. Acquisition Details - The company paid US$500,000 for a 33.3% silver stream on the first 333,333 ounces of silver produced and an additional 16.7% on any further silver produced from the property [2]. - The binding LOI stipulates that PrivateCo must deliver a minimum of 4,200 ounces of silver to ExGen each calendar quarter starting from the second quarter of 2027 [6]. Strategic Positioning - The CEO of ExGen stated that securing two silver streams positions the company to capitalize on silver price momentum and build a foundation for future cash flow [3]. - ExGen aims to maintain preferential rights to participate in any future streaming or royalty transactions by PrivateCo on the property [6]. Company Overview - ExGen is a project accelerator focused on funding exploration and development through joint ventures and partnerships, which reduces technical and financial risks while maintaining upside exposure [5]. - The company currently has nine projects in Canada and the US, four NSR royalties in British Columbia, and two silver streams in South America [5].

Core Insights - Omeros has received FDA approval for its drug Yartemlea, marking a significant milestone for the company and leading to a nearly 76% increase in its stock price [1][2][6] Company Overview - Omeros is preparing for the launch of Yartemlea, which is the first FDA-approved treatment for thrombotic microangiopathy associated with hematopoietic stem cell transplants [2][5] - The company has established dedicated billing and reimbursement codes and plans to introduce the YARTEMLE Assist patient support program by early 2026 [5] Clinical Performance - In pivotal trials, Yartemlea demonstrated a 100-day survival rate of 73% for patients suffering from TA-TMA [4] Market Position - Omeros holds a first-mover advantage in the TA-TMA treatment market, which positions the company strongly against competitors [7] - The company has a diverse pipeline, indicating potential for future success with additional treatments [7]

Core Viewpoint - Westaim Corporation has announced its intention to initiate a normal course issuer bid (NCIB) as accepted by the TSX Venture Exchange [1] Group 1: Normal Course Issuer Bid (NCIB) - The TSX Venture Exchange has accepted Westaim's notice regarding the NCIB [1] - The NCIB will allow the company to repurchase its common shares [1] Group 2: Automatic Share Purchase Plan (ASPP) - Westaim has entered into an automatic share purchase plan (ASPP) with TD Securities Inc. to facilitate the share purchases [1]