AI trade is back on given magnitude of upside at Micron, says Silvant Capital's Sansoterra
Youtube· 2025-12-18 19:20
Let's turn to our next guest who isn't worried and says the magnitude of upside in Micron today shows the AI trade is back on. Michael Sanseta is CIO at Silvent Capital Management. Michael, it's good to see you.This will have some people shaking their head heads, others breathing a huge sigh of relief. Uh what do you see happening here. >> Yeah, this is a great um measure of actual demand again and this is important to remember.There's not a lot of those left for this year. Uh but Micron's demand and and re ...
LPG shipping fundamentals Increasingly Driven By Global Energy, Petrochemical Flows Vs. Short-Term Freight Volatility
Benzinga· 2025-12-18 19:20
In this episode of Capital Link's Shipping Sector Webinar Series, we had Kristian Sorensen, CEO of BW LPG Ltd. (NYSE:BWLP) (OSLO: BWLPG), Theodore (Ted) Young, CFO & Treasurer of Dorian LPG Ltd. (NYSE:LPG) , and Mads Peter Zacho, CEO of Navigator Gas (NYSE:NVGS) . The webinar, moderated by Chris Robertson, Vice President, LNG Infrastructure and Maritime Shipping at Deutsche Bank Securities Inc., focused on the LPG carrier market. To watch the full discussion, please visit the following link: https://www.yo ...
A Big Activist Investor Is Eyeing Lululemon's Turnaround. Its First Move: Suggesting a CEO
Investopedia· 2025-12-18 19:20
Lululemon Athletica (LULU) didn't respond to a request for comment in time for publication. But investors appear to be considering the involvement of Elliott—and its pick of Nielsen, previously CFO at Ralph Lauren and now a board member at Mondelz International (MDLZ)—warmly: Company shares were recently up more than 4%. (They remain down more than 40% this year, part of why a new chief is needed in the first place.) Key Takeaways Lululemon needs a new CEO. One investor's preferred candidate might not be a ...
Quantum eMotion: Grant of Stock Options to CEO
TMX Newsfile· 2025-12-18 19:18
Montreal, Quebec--(Newsfile Corp. - December 18, 2025) - The Board of Directors of Quantum eMotion Corp., (TSXV: QNC) (OTCQB: QNCCF) (FSE: 34Q0), ("QeM"), today approved the grant of stock options to the Corporation's Chief Executive Officer to purchase up to 200,000 common shares of the Corporation at an exercise price of $4.02 per share. The options vest immediately and have a term of 10 years, expiring on December 17, 2035.About Quantum eMotion Corp.The Company aims to address the growing demand for aff ...
Platinum is strongest commodity in precious metals complex: Carlyle's Currie
Youtube· 2025-12-18 19:17
Silver retreating after hitting an all-time high yesterday. Gold is just below record levels. And the clear breakout today, it's platinum, which my next guest is arguably the strongest commodity in the precious metals complex.Joining us now is Jeff Curry, the chief strategy officer at of energy pathways at Carile Group. Jeff, it's so great to see you. Welcome.>> Hey, Kelly. Great to see you as well. You know, I still thought you had the best encapsulation of what was going on in CO when you said there were ...
Thunderbird Entertainment Group Inc. (TBRD:CA) Shareholder/Analyst Call Prepared Remarks Transcript
Seeking Alpha· 2025-12-18 19:17
PresentationJennifer McCarronCEO & Chairman Good morning, and welcome to the Annual General Meeting of the Shareholders of Thunderbird Entertainment Group Inc. My name is Jennifer Twiner McCarron, and I am the Chair of the Board of Directors and the Chief Executive Officer of the company. Before we commence the formal business of the meeting, I would like to provide some opening remarks. We are pleased to host today's meeting online through the Lumi virtual meeting platform. This platform is accessible to a ...
Why Is Athira Pharma Stock Spiking After Breast Cancer Asset Acquisition?
Benzinga· 2025-12-18 19:17
Athira Pharma Inc. (NASDAQ:ATHA) stock is trading higher on Thursday, with a session volume of 57.29 million compared to the average volume of 30.94 thousand as per data from Benzinga Pro.Athira Pharma on Thursday agreed to acquire the rights for the development and commercialization of lasofoxifene, a clinical asset in a potentially registrational Phase 3 trial.The ongoing Phase 3 ELAINE-3 clinical trial is greater than 50% enrolled, with data expected in mid-2027.Athira has acquired an exclusive global li ...
SIIA Consumer Survey on Data Privacy Reveals People Want to Be Primary Stewards of Their Own Data
Businesswire· 2025-12-18 19:17
WASHINGTON--(BUSINESS WIRE)--SIIA releases consumer survey results on insights and attitudes about data privacy and comfort with various data uses under different conditions. ...
NLR: The Truth Is That The Nuclear Rally Appears To Be Over
Seeking Alpha· 2025-12-18 19:16
If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Nuclear power has been one of the hottest investing trends of 2025. The benchmark VanEck Uranium and Nuclear ETF (NYSEARCA: NLR ) is up close to 50% year-to-date and nearly 150% over the past five years.Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent th ...
Verano Founder and Chief Executive Officer George Archos Shares Celebratory Comments on Cannabis Rescheduling Announcement
Globenewswire· 2025-12-18 19:15
Verano’s active operations span 13 states, comprised of 158 dispensaries operating under the Zen Leaf™ and MÜV™ retail banners, and 15 cultivation and processing facilities with more than 1.1 million square feet of cultivation capacity CHICAGO, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Verano Holdings Corp. (Cboe CA: VRNO) (OTCQX: VRNO) (“Verano” or the “Company”), a leading multi-state cannabis company, celebrates today’s historic announcement that President Donald Trump has issued an Executive Order directing the ...