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X @Forbes
Forbes· 2026-02-05 01:00
Reed Jobs was 12 when his father, Apple founder Steve Jobs, received a harrowing diagnosis: pancreatic cancer. He died eight years later at age 56.That tragedy led the younger Jobs to become an investor funding companies focused on preventing people from dying of cancer, which currently kills more than 600,000 a year in the United States alone.“We think it’s going to go from a death sentence to just a chronic lifelong disease,” Jobs told Forbes. “I think it’s doable in the timeframe of my lifetime for most ...
TECH Q2 Earnings & Revenues Beat Estimates, Operating Margin Up
ZACKS· 2026-02-04 15:36
Core Insights - Bio-Techne Corporation (TECH) reported second-quarter fiscal 2026 adjusted earnings per share (EPS) of 46 cents, exceeding the Zacks Consensus Estimate by 8.2% and reflecting a year-over-year increase of 9.5% [1] - The company's net sales for the quarter were $295.9 million, showing a slight decline of 0.4% year over year, but surpassing the Zacks Consensus Estimate by 1.3% [2] - The operating profit for the quarter was $54.5 million, an increase from $47.4 million in the prior year, with the operating margin expanding by 244 basis points to 18.4% [6][8] Revenue Breakdown - In the Protein Sciences segment, Bio-Techne recorded revenues of $215.1 million, a 2% increase year over year, although it was down 1% on an organic basis [3] - The Diagnostics and Spatial Biology segment saw a revenue decrease of 4% year over year to $81.2 million, but it increased by 3% on an organic basis [4] Margin Analysis - Gross profit fell by 1.3% to $191.3 million, with the gross margin contracting by 63 basis points to 64.6% due to a 1.4% rise in the cost of sales [5] - Selling, general and administrative expenses decreased by 6.4% to $113.7 million, while research and development expenses totaled $23.1 million, down 7.6% year over year [5] Financial Position - At the end of the fiscal second quarter, Bio-Techne had cash and equivalents of $172.9 million, up from $145 million at the end of the previous quarter, while long-term debt obligations decreased to $260 million from $300 million [7] Overall Performance - Despite a quarterly revenue decline and gross margin contraction, there are signs of stabilization in the U.S. academic market, improving performance in biotech, ongoing growth in Asia, and continued strength among large pharmaceutical customers [10]
Morning Bid: Deals and delays
Yahoo Finance· 2026-02-03 11:43
Economic Indicators - U.S. manufacturing has rebounded sharply, with the ISM survey indicating factory activity expanded in January for the first time in a year, impacting macroeconomic and interest rate expectations [1] Market Performance - U.S. equities remained stable amid a commodities selloff, with major Wall Street indexes closing higher, particularly driven by tech and AI companies, such as Alphabet and Amazon, which rose by 1.9% and 1.5% respectively [3] - European equities also saw gains, with the pan-European STOXX 600 closing 1% higher, reaching a new record high, supported by strong performances in financial and healthcare sectors [4] Corporate Developments - Elon Musk announced that SpaceX has acquired his AI startup xAI, which may enhance SpaceX's expansion into the data center business and strengthen its position in the AI sector [4] - Upcoming earnings reports from AMD, Supermicro Computer, PepsiCo, and Pfizer are anticipated to provide insights into the performance of the AI economy and consumer sectors [5] Commodities Market - Precious metals, particularly gold, experienced a significant surge of over 5%, marking its largest one-day gain since 2008, despite recent volatility [7] - Oil prices continued to decline as geopolitical risks eased, particularly due to potential de-escalation in U.S.-Iran tensions, with oil falling more than 4% on Monday [8]
X @Bloomberg
Bloomberg· 2026-02-03 11:02
Anesthestic gases can account for a large share of operating room emissions, so hospitals and policymakers are pushing for changes https://t.co/EtreTWru0p ...
徐云程:以数据流通之活水,灌溉AI医疗创新之林
Di Yi Cai Jing· 2026-02-03 10:02
我们常说数据是新时代的石油,但在医疗健康领域,数据的价值与挑战远比石油复杂。它并非静待开采 的单一资源,而是散落在庞大体系内的宝贵要素:它们标准不一、类型多样,且因关乎生命隐私而安全 要求极高。当前,人工智能技术如同一台动力强劲的新型引擎,而高质量、可流通的医疗数据,则是驱 动这台引擎持续运转的"高标号燃油"。二者的深度融合,正成为推动产业发展的核心动能。 展望未来,让医疗数据安全有序地流动起来,赋能人工智能技术,最终必将反哺于更精准的诊疗、更高 效的研发和更普惠的健康管理。这是一条需要耐心、智慧与紧密协作的长路。期待这份图谱能成为一个 有价值的起点,帮助汇聚更多同道者的目光与力量。让我们以务实的态度,共同夯实数据基础,激活创 新潜能,稳步迈向一个更智能的健康未来。 这绝非任何单一机构能独立完成的任务,它本质上是一项需要跨界共建的基础设施工程。其参与者包括 制定规则的政府部门、提供核心数据的医疗机构、研发技术的科技公司、进行转化的生物医药企业,以 及提供支撑的算力与安全服务机构等。上海现代服务业联合会大数据中心的角色,正是希望成为这样一 个复杂协作网络的连接器与服务者。我们致力于与各方一道,探索和推动可信数据 ...
Twist Bioscience: Ingenious Product Still Lacks Compelling Use Cases
Seeking Alpha· 2026-02-02 19:24
Core Insights - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare sectors, highlighting key trends and catalysts that influence market valuations [1] Group 1 - The newsletter is led by a biotech consultant with over 5 years of experience covering the industry and has compiled detailed reports on more than 1,000 companies [1] - The investing group, Haggerston BioHealth, caters to both novice and experienced biotech investors, providing insights on catalysts, buy and sell ratings, and forecasts for major pharmaceutical companies [1] - The group offers integrated financial statements, discounted cash flow analysis, and market-by-market analysis to aid investors in making informed decisions [1]
Olive Resource Capital Provides Update on Investments for January 2026
TMX Newsfile· 2026-02-02 12:00
Core Viewpoint - Olive Resource Capital Inc. has reported a significant increase in the value of its investment portfolio, reflecting strong performance in the commodity sector during January 2026, despite a sell-off in precious metals at the end of the month [3][4]. Investment Portfolio Summary - The total value of Olive's investment portfolio increased from $16.16 billion on December 31, 2025, to $18.04 billion on January 31, 2026, primarily due to stock price appreciation [2][3]. - Key investments include: - Omai Gold Mines Corp. increased from $3.50 million in 2025 to $4.23 million in 2026 [2]. - Arizona Sonoran Copper Co. rose from $908,200 in 2025 to $1.06 million in 2026 [2]. - Goldsky Resources Corp. saw a significant increase from $296,829 in 2025 to $648,930 in 2026 [2]. - The company also reported liquid investments and cash equivalents totaling $2.99 million as of January 31, 2026 [2]. Market Commentary - The President and CEO of Olive noted that commodities advanced broadly in January, aided by a weakening U.S. dollar, and that commodity equities performed well, often outperforming their reference commodities [3]. - The Executive Chairman highlighted that despite market volatility, Olive's investment portfolio achieved a month-over-month gain consistent with December's performance, indicating the quality of the investments [4]. Share Repurchase Activity - Olive Resource Capital repurchased 1,000,000 shares in January 2026, with 2,000,000 common shares currently held in treasury pending cancellation [4]. Company Overview - Olive Resource Capital Inc. is a resource-focused merchant bank and investment company, primarily investing in natural resource companies across various stages of development [6].
Commodity Volatility, Earnings and Other Key Things to Watch
Yahoo Finance· 2026-02-01 18:00
Employment Data and Economic Indicators - The January employment report is crucial for assessing labor market health amid a new Fed chair nominee, with nonfarm payrolls, unemployment rate, and wage growth data being key indicators [1] - The ADP employment report and JOLTS job openings will provide insights into private sector employment and labor demand trends, while initial jobless claims will complete the employment picture [1] - Strong employment numbers could complicate the new Fed chair's policy stance, suggesting persistent economic strength, while significant weakness could allow for a dovish approach [1] Market Reactions and Economic Context - February begins with a volatile market following January's trading, influenced by unexpected inflation data and the new Federal Reserve chair nominee [2] - Precious metals, particularly silver, experienced significant selloffs, with silver dropping over 27% after a rally, indicating market turbulence [2] - The upcoming week features critical employment data and earnings reports from major companies, creating a complex backdrop for market positioning [2] Technology Sector Insights - Earnings reports from Alphabet and Amazon are critical for evaluating the health of digital advertising and cloud infrastructure investments [3] - Alphabet's performance will be analyzed for trends in search advertising and YouTube, while Amazon's results will provide insights into e-commerce margins and AWS performance [3] - Both companies' commentary on AI integration and enterprise cloud spending will be vital for technology sector sentiment [3] Pharmaceutical Sector Developments - Earnings from Eli Lilly and Novo Nordisk will shed light on the GLP-1 weight loss drug market, which has significantly impacted their market capitalizations [4] - Key metrics such as patient demand, production capacity, and insurance coverage trends will be scrutinized to assess market sustainability [4] - Broader pharmaceutical earnings from Pfizer and Merck will provide context on drug pricing and healthcare spending trends [4] Semiconductor Sector Analysis - Earnings from AMD, Qualcomm, and Arm Holdings will offer insights into the semiconductor sector following recent volatility in AI infrastructure [5] - AMD's results will be critical for understanding its competitive position against Nvidia in the data center GPU market [5] - The earnings will also provide perspectives on consumer electronics demand through smartphone and mobile computing trends [6] Manufacturing and Services Sector Data - The ISM Manufacturing PMI and Manufacturing PMI will provide initial economic data for February, focusing on industrial sector health and pricing pressures [7] - Services sector assessments through Services PMI and ISM Non-Manufacturing PMI will offer insights into the economy's largest sector [7] - The convergence of manufacturing and services data will help determine the economic momentum entering 2026, influencing Fed policy considerations [7]
Minnesota Businesses Resisted ICE, and Now Face DHS Audits
Yahoo Finance· 2026-01-30 22:48
Employment records of at least two Minneapolis-area businesses are being audited by the Department of Homeland Security, in what state and local officials describe as retaliation over the fallout from the Trump administration’s immigration crackdown in Minnesota. Hennepin Healthcare, which operates the state’s largest safety-net hospital, and Mischief Toy Store, a small retailer in St. Paul, both got notices from DHS demanding records to verify their employees are authorized to work in the US. Most Read ...
5 Stocks That Could Outperform Even in a Pullback
Youtube· 2026-01-30 18:09
Core Viewpoint - The discussion highlights five stock picks for February, emphasizing a mix of growth and value stocks, all of which are components of the Dow Jones Industrial Average, suggesting a focus on diversification in investment strategies [1][2]. Group 1: Stock Picks - Microsoft has seen a significant decline, down 23% from its recent high, making it an attractive buy opportunity [3][5]. - Merck is identified as a healthcare value play that has recently broken out of a downtrend, presenting a potential investment opportunity [5][6]. - Honeywell is noted as a solid name with good dividend payouts, although investors should be strategic about entry points based on chart analysis [7][8]. - Procter & Gamble, despite a poor one-year trend, is suggested as a defensive investment in a potentially anxious market environment [10][11]. - JP Morgan, down about 5% in January, is considered a best-in-class bank, with the potential for investors to initiate positions as it is viewed as a strong investment [12][13]. Group 2: Market Outlook - The market is expected to experience a pullback of 10-15% due to midterm election uncertainties, which could create opportunities for strategic investments [16][17]. - The first half of the year may see turbulence, but there is optimism for a recovery and overall market growth in the latter half [23][24]. - The S&P 500 is projected to return 10-12%, while the NASDAQ may outperform with returns in the high teens, around 15-18% [26][27]. - Small and mid-cap stocks are already showing strong performance, up about 9% in the first month, indicating a favorable outlook for these segments [25].