AVPT: High Margins, Growing Recurring Revenue, But Microsoft Is A Risk (NASDAQ:AVPT)
Seeking Alpha· 2025-12-18 19:53
AvePoint, Inc. ( AVPT ) is a well positioned company in the data security industry, with good progress in its transition to SaaS and improved margins compared to previous years. Revenue growth comes primarily from usageI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock se ...
Argenx downgraded at Baird after Vyvgart trial setback (ARGX)
Seeking Alpha· 2025-12-18 19:53
argenx SE (ARGX) traded lower on Thursday as Baird downgraded the Dutch biotech, citing concerns over its valuation following a late-stage trial setback for its best-selling therapy, Vyvgart, this week. ARGX shares dropped on Monday after the company announced that ...
We're increasing price targets on our bank stocks after their strong runs
CNBC· 2025-12-18 19:52
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market moves : The S & P 500 was making a comeback Thursday following four straight sessions of declines. Technology rebounded from recent losses after Micron signaled that strong demand for its AI memory chips will continue. Micron shares surged more than 12%. However, the AI trade was not carrying Thursday's market. What was actually wo ...
High Tide Welcomes Historic Executive Order on Cannabis Rescheduling and Medicare Reimbursements for CBD Products
Prnewswire· 2025-12-18 19:52
The Company confirms it is assessing U.S. licensing pathways for its Canna Cabana retail brand NuLeaf Naturals and FAB CBD evaluating Medicare-aligned product categories CALGARY, AB, Dec. 18, 2025 /PRNewswire/ - High Tide Inc. ("High Tide" or the "Company") (Nasdaq: HITI) (TSXV: HITI) (FSE: 2LYA), the high-impact, retail-forward enterprise built to deliver real-world value across every component of cannabis, today welcomed the Executive Order issued by the White House advancing the rescheduling of cannabis ...
Federal Cannabis Requires Federal-Grade Systems, Why SMX Is Already Aligned
Accessnewswire· 2025-12-18 19:50
NEW YORK, NY / ACCESS Newswire / December 18, 2025 / The conversation around cannabis reclassification, which was formalized through an executive order signed on Thursday, has focused heavily on policy and capital. Far less attention has been paid to operations. ...
Trump signs executive order on marijuana reclassification; cannabis shares rally
Invezz· 2025-12-18 19:49
President Donald Trump signed an executive order on Thursday directing federal agencies to reclassify marijuana from Schedule I to Schedule III. The move sent US cannabis stocks sharply higher on expe... ...
Inflation Cools, Micron Shines: Tech ETFs Catch Tailwind
Benzinga· 2025-12-18 19:49
U.S. tech ETFs rallied Thursday after a cooler-than-expected inflation figure dampened Treasury yields, while semiconductor shares were already moving upward in response to strong earnings reported by Micron Technology Inc (NASDAQ:MU) . • VanEck Semiconductor ETF shares are advancing steadily. Why are SMH shares climbing?The Consumer Price Index in November was lower than expected at 2.7% year-over-year, alleviating concerns of inflation resurgence. Additionally, the core inflation rate softened to 2.6%, wh ...
Kyverna Therapeutics: Taking The Next Step In Autoimmune Cell Therapies
Seeking Alpha· 2025-12-18 19:48
I've only had one look at Kyverna Therapeutics ( KYTX ), and at that time a year ago, I had some reservations about their timelines and cash burn, ultimately landing on a "Hold" sentiment at theI have my PhD in biochemistry and have worked for years analyzing clinical trials and biotech companies. It is my passion to educate everyone possible on the science behind the businesses that we invest in, and it's my mission to help you do your due diligence and not get burned by the pitfalls of investing in this s ...
Cielo Waste Solutions Corp. (CMC:CA) Shareholder/Analyst Call Transcript
Seeking Alpha· 2025-12-18 19:47
PresentationSheila A. Leggett I think it looks like we're not seeing any new people joining so I think we'll get underway. Thank you very much, everyone, for joining us this morning. Welcome to the Annual General Meeting of the holders of common shares of Cielo Waste Solutions Corp. My name is Sheila Leggett, and I'm the Chair of the Board, and I will act as Chair for this meeting. With me is Ryan Jackson, who's our CEO. We're holding the meeting this year virtually by Teams video conference. Those that are ...
Clearwater Analytics Holdings, Inc. (CWAN) Discussion of Economic Outlook and Market Forces Influencing Institutional Portfolio Strategies Transcript
Seeking Alpha· 2025-12-18 19:47
PresentationOperator Hello, everyone, and thank you for joining CWAN's 2026 Outlook Webinar. We have a great presentation lined up that takes a data-driven look at the U.S. economic outlook and the forces shaping markets as we head into 2026. Investors are balancing persistent macro uncertainty with evolving portfolio risks, making it critical to separate short-term noise from signals that truly matter. Before we get started, I wanted to run through a few quick housekeeping notes to help you get the most of ...