Coinbase Global (NASDAQ:COIN) is introducing an onchain lending product that lets users earn yields of up to 10.8% on their USDC (USDC-USD) stablecoin deposits, it said on Thursday. The new feature will be rolled out to users over the coming ...

Group 1 - Canaccord Genuity raised its price target on Doximity Inc. to $67 from $59 while maintaining a Hold rating [1] - The rapid pace of change in the large language model environment is reshaping healthcare technology, with trust among users being critical for long-term success [1] - Doximity's position in the early stages of the AI transition could allow it to become one of the winners in the space [2] Group 2 - Despite the raised price target, Canaccord maintained its Hold stance due to current valuation levels [2]

Core Viewpoint - Rosenblatt maintains a Buy rating and a $200 price target on Micron Technology, driven by strong demand for memory products due to AI workloads [1] Group 1: Demand and Supply Dynamics - DRAM demand has already surpassed supply, with AI systems increasing storage requirements and driving prices higher across markets [2] - Constrained DRAM and NAND Flash supply is expected to persist through 2026, contributing to growth [1][2] Group 2: Financial Projections - Rosenblatt projects non-GAAP gross margins to reach at least 55% in the fourth quarter of fiscal 2026, supported by $14.5 billion in revenue and $4.78 EPS [2] - The previous peak for Micron was in fiscal 2022, with $8.6 billion in revenue, 47.4% margins, and $2.59 EPS [2] Group 3: Investment Position - Micron is identified as Rosenblatt's top long idea as the memory up-cycle accelerates into fiscal 2026 [3]

Core Viewpoint - The article highlights the significance of insider buying as a potential indicator of a company's value and future performance, specifically focusing on Marsh & McLennan Companies Inc. (MMC) where insider buying was observed [1]. Insider Buying Details - Director Anthony Anderson invested $201,612.50 to purchase 1,000 shares of MMC at a price of $201.61 per share on July 30, 2025 [2]. - Current trading prices for MMC shares are approximately 3.3% lower than Anderson's purchase price, with shares available as low as $195.01 [2]. Stock Performance - MMC's 52-week trading range shows a low of $195.01 and a high of $248, with the last trade recorded at $196.63 [4]. - The shares are currently trading at -0.24% on the day [2]. Valuation and Profitability - The DividendRank report indicates that MMC shares exhibit attractive valuation and strong profitability metrics, making them appealing for dividend investors [4]. - The company has a strong quarterly dividend history and favorable long-term growth rates in key fundamental data points [4]. Dividend Information - MMC pays an annualized dividend of $3.6 per share, distributed quarterly, with the most recent dividend ex-date on October 2, 2025 [5]. - The report emphasizes the importance of studying a company's past dividend history to assess the likelihood of continued dividend payments [5].

Key Takeaways Fabrinet broke out DCI as a standalone metric in the fiscal fourth quarter 2025 for the first time.Fabrinet is benefiting from AI-fueled demand for high-bandwidth Data Center Interconnects.Fabrinet's DCI revenues were $107 million in the fourth quarter of fiscal 2025, 12% of total revenues.Fabrinet (FN) is ramping its exposure to Data Center Interconnect (DCI), a segment poised to gain prominence as hyperscalers scale infrastructure to meet accelerating AI and cloud workloads. DCI forms the op ...

Core Insights - Nektar Therapeutics Inc. presented new data from its REZOLVE-AD Phase 2b study of rezpegaldesleukin, showing significant efficacy in treating moderate to severe atopic dermatitis [1][2] Study Results - The primary endpoint was met with a statistically significant improvement in the Eczema Area and Severity Index (EASI) at week 16 compared to placebo [2] - Key secondary endpoints, including EASI-75, EASI-90, Itch Numerical Rating Scale (NRS), vIGA-AD, and Body Surface Area (BSA), also showed significant disease reduction [2] - The study randomized 393 patients to receive different dosing regimens of rezpegaldesleukin or placebo, with the mean improvement on EASI score being 61% for the high dose (24 µg/kg every two weeks), 58% for the middle dose (18 µg/kg every two weeks), and 53% for the low dose (24 µg/kg every four weeks), compared to 31% in the placebo group [3] Crossover Data - Interim data showed that 42 placebo patients crossed over to the treatment arm, with 21 patients reaching 24 weeks of treatment with high-dose rezpegaldesleukin [4] - The mean percent reduction in EASI at crossover week 16 was 68%, and at crossover week 24, it was 75% [4] - EASI-75 responses at crossover week 16 and week 24 were 50% and 62%, respectively [4] Patient Response Rates - The percentage of patients achieving a vIGA-AD 0/1 response was 28% at week 16 and 38% at week 24 [5] - Response rates for EASI-75 were 42% for the 24 µg/kg every two weeks cohort, 46% for the 18 µg/kg every two weeks cohort, and 34% for the 24 µg/kg once-monthly cohort, compared to 17% in the placebo cohort [6] Market Reaction - Following the announcement, Nektar stock increased by 11.34%, reaching $56.86 [5]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Jack Ma has re-emerged at the center of Alibaba Group (NYSE:BABA) as the company intensifies its push into artificial intelligence and revives competition with JD.com (NASDAQ:JD) and Meituan (OTC:MPNGY). After years on the sidelines during Beijing’s sweeping crackdown on technology firms, Ma is now more directly shaping corporate strategy. Bloomberg reported Tuesday that internally, the comeback effort has ...

Onex Corporation (TSX:ONEX:CA) said on Thursday that its Onex Partners Opportunity Fund agreed to acquire a tech-enabled insurance platform, Integrated Specialty Coverages ("ISC"), from KKR (NYSE:KKR). The investment by Onex Partners is being made alongside the Public Sector Pension Investment ...

Welcome back to NextGen Investing. It's now time to discuss all of the strength we have seen in the tech space as the NASDAQ 100 hit an all-time high earlier today. But for more on the latest in the world of tech and social media, I'd like to now welcome in William Antelli.And we'll start things off with Tik Tok as this has been one of the biggest stories of the week, frankly, with of course Oracle being one of the the named in the consortium. I mean, what are your initial thoughts on this, at least regardi ...

NEW YORK & CARLSBAD, Calif.--(BUSINESS WIRE)--Leading global investment firms KKR and Onex today announced that Onex Partners will acquire Integrated Specialty Coverages ("ISC" or "the Company†), a tech-enabled insurance platform dedicated to designing, underwriting, and distributing insurance solutions. All ISC employees will receive substantial cash payouts on their ownership stakes in the Company. "It's been an extraordinary journey partnering with ISC's employees and leadership team, includ. ...