Core Viewpoint - Kahn Swick & Foti, LLC has initiated an investigation into Lantheus Holdings, Inc. following a significant decline in revenue from its primary product, Pylarify, which contradicts the company's previous optimistic growth outlook [1] Company Performance - In August 2025, Lantheus Holdings reported an 8% year-over-year decline in revenue from Pylarify [1] - The company has also made cuts to its full-year revenue projections, indicating potential challenges ahead [1]

Core Viewpoint - The PIMCO Active Bond ETF (BOND) is an actively managed fixed income fund that aims to provide diversified bond exposure with a strong annualized yield of 5.09% and a one-year total return of 8.65% [1][7]. Fund Overview - The fund has $6.85 billion in assets under management (AUM) and reported a dividend yield of 5.09% as of January 23, 2026 [4][6]. - As of January 22, 2026, the share price was $93.46, reflecting an 8.6% increase over the past year, although it underperformed the S&P 500 by 4.94 percentage points [3][4]. Investment Activity - Bouvel Investment Partners purchased an additional 85,742 shares of BOND during Q4 2025, increasing its total holdings to 237,842 shares, which now represent 6.38% of its reportable U.S. equity AUM [2][10]. - The estimated transaction value for this purchase was $8.02 million, contributing to a quarter-end position value increase of $7.94 million [2]. Investment Strategy - The investment strategy focuses on diversified exposure to fixed income instruments, primarily investment-grade bonds, with up to 30% allocation to high-yield securities [9]. - The portfolio includes a mix of U.S. Treasuries, agency, corporate, and mortgage-backed securities, with the flexibility to use derivatives for risk management and yield enhancement [9]. Competitive Advantages - BOND's active management allows for adjustments in response to changing interest rates, providing a competitive edge in navigating various market conditions [11]. - The fund offers monthly dividend payments, making it an attractive option for investors seeking fixed income [12].

Core Viewpoint - BigBear.ai's overreliance on government contracts is hindering its growth potential compared to Palantir Technologies, which has successfully diversified into the commercial market [1][12][13]. Group 1: Company Performance - BigBear.ai's stock has appreciated by 142% over the past three years, but it has recently faced challenges due to missed earnings expectations and lowered revenue guidance for 2025, projecting revenue between $125 million and $140 million, down from $158 million in 2024 [3][11]. - Palantir Technologies reported a 63% increase in overall revenue to $1.18 billion, with commercial revenue rising by 73% year over year to $548 million, indicating strong growth in its commercial segment [4][6]. Group 2: Market Position and Strategy - Palantir has successfully pivoted to focus on corporate customers, increasing its commercial customer count by 49% year over year to 742, which is expected to drive further growth [6][7]. - BigBear.ai has struggled to penetrate the commercial market, relying heavily on government contracts, which makes it vulnerable to changes in government budgets and contract timing [10][12]. Group 3: Valuation and Future Outlook - BigBear.ai trades at a lower valuation of 12.6 times sales compared to Palantir's 111 times sales, but this lower valuation is attributed to its limited growth prospects [14]. - The AI software platform market is projected to grow from $26 billion to $88 billion by 2034, with a compound annual growth rate (CAGR) of 14%, and Palantir is positioned to capture a larger share of this market [14][15].

Core Viewpoint - Inspire Medical Systems, Inc. is under investigation by Kahn Swick & Foti, LLC due to potential breaches of fiduciary duties and failure to disclose material information related to the launch of its Inspire V device [1][3]. Group 1: Company Issues - In August 2025, Inspire Medical Systems disclosed that the launch of its Inspire V device would face an "elongated timeframe" due to undisclosed issues, including incomplete training and onboarding at many centers, delayed software updates, and excess inventory leading to poor demand [2]. - As a result of these issues, the company significantly reduced its 2025 earnings guidance by over 80%, from a range of $2.20 to $2.30 per share to a new range of $0.40 to $0.50 per share [2]. Group 2: Legal Actions - Following the disclosure of these issues, Inspire Medical Systems and certain executives were sued in a securities class action lawsuit for failing to disclose material information, which is still ongoing [3]. - KSF's investigation is focused on whether the company's officers and/or directors breached their fiduciary duties to shareholders or violated state or federal laws [3].

01 Feb 2026, 08:53 AM Adjustment of F&O contracts of ITC due to dividend As per the NSE circular, February 04, 2026, the strikes of ITC options and the base price of the futures contracts will be revised due to extraordinary dividends. Adjustment for future contracts: All positions in futures contracts of ITC will be marked-to-market on the last cum-dividend date, i.e. February 03, 2026, based on the daily settlement price of the respective futures contract. Subsequently, open positions will be carried forw ...

Core Insights - Harmony Biosciences has shown promising financial performance, but the CFO, Sandip Kapadia, sold all her direct equity ownership in January 2026, raising questions about insider sentiment [1][6]. Financial Overview - As of January 31, 2026, Harmony Biosciences' stock price was $35.52, with a market capitalization of $2.1 billion, revenue of $825.94 million, and net income of $185.68 million [4]. - The transaction involved the sale of 20,961 shares for approximately $752,800, executed at a weighted average price of $35.92 per share [2][9]. Company Profile - Harmony Biosciences is a U.S.-based biopharmaceutical company focused on therapies for rare neurological diseases, with WAKIX being a notable product for treating narcolepsy [5]. Future Outlook - The company anticipates over $1 billion in revenue from WAKIX by the end of 2026, supported by an exclusive license for the medication [7]. - Other medications in advanced development stages are projected to sustain revenue generation into 2040, with a 10% increase in 2025 [8]. Insider Trading Context - Kapadia's sale fully liquidated her direct holdings, which had previously been reduced from 72,948 shares to zero over the past year [9]. - The sale price was slightly below the market close of $36.41 on the transaction date and below the current share price of $36.62 as of January 31, 2026 [9].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased SLM Corporation securities between July 25, 2025, and August 14, 2025, of the February 17, 2026, deadline to become a lead plaintiff in a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought SLM securities during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court by February 17, 2026, to serve as lead plaintiff, representing other class members [3]. - Investors can join the class action by visiting the provided link or contacting the law firm directly for more information [6]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements, including the largest securities class action settlement against a Chinese company [4]. - The firm has been ranked No. 1 for securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions of dollars for investors, including over $438 million in 2019 [4]. Group 3: Case Allegations - The lawsuit alleges that during the Class Period, SLM made false and misleading statements regarding its financial health, specifically concerning early-stage delinquencies and the effectiveness of its loss mitigation programs [5]. - It is claimed that these misrepresentations led to a materially false impression of SLM's business operations and prospects, resulting in investor damages when the truth was revealed [5].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased SLM Corporation securities between July 25, 2025, and August 14, 2025, of the February 17, 2026, deadline to become lead plaintiffs in a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought SLM securities during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6]. - The lawsuit alleges that SLM made false and misleading statements regarding its financial stability and loan delinquency rates, which led to investor damages when the truth was revealed [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been recognized as a leader in the field of securities class action litigation [4].

Group 1 - The consortium is close to finalizing a deal to acquire ST Telemedia Global Data Centres, with the transaction valued at over $10 billion [1]

Core Viewpoint - The recent sell-off in Mastercard and Visa stocks presents a significant buying opportunity for long-term investors despite concerns over consumer spending and proposed interest rate caps [1]. Financial Performance - Mastercard's revenue increased by 18%, while Visa's revenue rose by 15% [4]. - Mastercard's operating income grew by 25%, with operating margins reaching 55.8% and diluted EPS increasing by 24% [4]. - Visa's operating margin was 61.8%, with non-GAAP EPS rising by 15% [4]. Market Dynamics - Both companies reported high-single-digit to low-double-digit increases in payment volume and frequency, indicating resilience in their business models [5]. - The fee structure of Mastercard and Visa is based on transaction frequency and total sales, making them somewhat recession-resistant [5]. Shareholder Returns - In 2025, Mastercard returned $11.73 billion through stock buybacks and $2.76 billion in dividends, while Visa's latest quarter saw $3.73 billion in buybacks and $1.29 billion in dividends [8]. - Both companies yield less than 1% due to a preference for buybacks over dividends, but if funds were reallocated, Mastercard could yield about 3% and Visa about 3.1% [9]. Valuation and Investment Thesis - Both stocks are considered reasonably valued based on price-to-free cash flow and forward earnings expectations [10]. - Mastercard and Visa are viewed as foundational stocks for long-term portfolios due to their strong business models and global network effects [12]. Regulatory Environment - Concerns about capping credit card interest rates at 10% may persist, but it is believed that such a low cap would lead financial institutions to restrict credit access, ultimately harming consumers [13].