Market Signal Briefing

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Cameco stock looks poised to vault higher in November and beyond.

Cameco (CCJ +2.12%) stock has soared more than 60% in 2025 as of this writing, but this isn't another meme stock. Far from it.

Cameco is, in fact, a well-established stalwart in the uranium industry and is incredibly well-placed to benefit from the global nuclear energy resurgence. It is one of the few stocks you shouldn't go wrong with if you're looking to ride the nuclear wave.

In fact, you'll want to grab some shares of Cameco before October ends. Here's why.

Image source: Getty Images.

All set to catch the nuclear energy boom
Nuclear energy is quickly taking center stage as a steady and a reliable source of clean energy to meet the surging demand for electricity, especially from artificial intelligence (AI) operations and data centers that consume massive amounts of power. That's one of the reasons why President Donald Trump is also going all in to boost the domestic nuclear energy industry.

That also means massive potential for the supply side of the industry, especially providers of nuclear fuel, uranium. And it's where Cameco steps in.

Cameco is one of the largest uranium miners in the world, selling uranium and fuel services to nuclear utilities across America, Europe, and Asia. Cameco's 49% stake in Westinghouse Electric Company also makes it a top supplier of nuclear equipment and technologies.

Here's where things start to get interesting. Cameco's third-quarter earnings report coming up on Nov. 5 could propel the stock higher.

Why Cameco's sales and earnings could surge
Cameco has two big things going for it: uranium prices and Westinghouse.

Cameco regularly calculates average industry uranium prices and releases them. Its September-end spot uranium price of $82.63 per pound, as well as long-term price of $83 per pound, are the highest in all of 2025.

With Cameco also already locking in delivery commitments for 2025 under long-term contracts, its revenue could get a solid boost in Q3, backed by higher volumes as well as prices.

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Westinghouse, meanwhile, should drive Cameco's earnings higher. Last quarter, Cameco significantly bumped up its expectations from Westinghouse. The Trump administration's push to restart idled nuclear reactors and build more creates significant opportunities for Westinghouse.

Should you buy Cameco stock hand over fist?
A strong earnings report, though, is a short-term potential catalyst for Cameco stock. Its long-term thesis is a lot more compelling, and you should be able to get a glimpse of it as well in November.

Cameco plans its production for long-term contracting with utilities, not for spot uranium exposure. Cameco believes utilities will have to secure a "significant amount of uranium" through 2045 to meet their fuel needs. The World Nuclear Association's latest biennial report, meanwhile, suggests that demand for uranium could more than double by 2040.

Cameco has been steadfast and strong through the worst of times. Today, the outlook for nuclear energy and uranium looks better than ever. Cameco has been a monster stock in the past, and the next big bull run might just be getting started. Buying some shares now, therefore, could be a solid investment move.

The Magnificent Seven stocks are the cream of the crop when it comes to AI, but one has a clear advantage.

The dawn of generative artificial intelligence (AI) has been something of a windfall for the Magnificent Seven stocks, as these tech titans were already well-versed in earlier forms of AI. The popular collective, made up of Meta Platforms, Apple, Amazon (AMZN +1.43%), Alphabet, Microsoft, Nvidia (NVDA +2.25%), and Tesla, ran circles around the broader market in recent years, becoming the toast of Wall Street in the process.

Nvidia has become the de facto poster child for AI thanks to its pioneering work in graphics processing units (GPUs), which provide the computational horsepower that underpins most AI models. The stock represents a significant portion of my personal portfolio, and I expect Nvidia to beat the market for the foreseeable future.

So, you might be surprised to learn that if I could buy just one Magnificent Seven stock to hold for the next 10 years, it wouldn't be Nvidia. Here's why.

Image source: Getty Images.

The case for Nvidia
Now, before I reveal my pick for the next decade, it's worth reviewing the case for Nvidia. And make no mistake -- there's a lot to like. After all, Nvidia is the undisputed leader in the data center GPU space, with a dominant 92% share of the market, according to IoT Analytics. Since most AI processing takes place in the data center, this is Nvidia's race to lose. Furthermore, Nvidia's annual release cadence for new AI-centric processors has put its rivals on notice that it has no plans to cede the top spot anytime soon.

That said, competition has begun to ramp up in recent months. Advanced Micro Devices recently inked a lucrative 6-gigawatt deal with OpenAI to use its Instinct MI450 series chips and rack-scale AI solutions. Broadcom, with its application-specific integrated circuits (ASICs), scored its own 10-gigawatt deal with OpenAI.

To be clear, Nvidia kicked off the proceedings with a 10-gigawatt deal and an investment of up to $100 billion in the ChatGPT creator. However, these recent developments show that even the biggest names in AI are reluctant to put all their eggs in one basket, leaving an opening for the competition.

Don't get me wrong. Nvidia became the industry leader fair and square, and I expect it to retain the crown for years to come. But a lot can happen in 10 years. And given Nvidia's stock price increase of 1,150% since early 2023, it's unlikely it will be able to duplicate that performance in the years to come.

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The power of AI and more
If we've learned anything since the dawn of AI, it's that the technology has the potential to ramp up efficiency and generate productivity increases unlike anything that's been seen before. Of all the Magnificent Seven companies, one is uniquely positioned to reap the benefits of AI across its vast business empire: Amazon.

The digital retailer has long employed advanced algorithms to maintain sufficient inventory at its warehouses and distribution centers, and determine the most cost-effective delivery routes. It even uses AI-powered robots to stock shelves and prep merchandise for shipping. Generative AI takes that to the next level.

Amazon's fast-growing digital advertising business is another beneficiary of the company's AI acumen. By infusing its adtech with AI, Amazon can better match ads with its target market.

Last but not least is Amazon Web Services (AWS), the company's cloud infrastructure business. The company continues to lead the industry it pioneered and has reignited its growth by serving up generative AI systems and tools to its cloud customers, which act as a captive audience for its offerings.

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Show me the money
Don't take my word for it. In the second quarter, Amazon's overall sales increased 13% year over year to $167 billion, while its earnings per share (EPS) of $1.68 jumped 33%. But even that doesn't tell the whole story. AWS grew nearly 18% year over year to $31 billion, and advertising revenue jumped 23% to nearly $16 billion.

This summer, CEO Andy Jassy provided an update, saying that Amazon had more than "1,000 generative AI services and applications in progress or built," which are a "small fraction of what we will ultimately build." Jassy believes AI agents are the next frontier, with new agents being put to work "across all our business units."

The icing on the cake
Despite all that opportunity, Amazon stock is selling for just 33 times trailing-12-month earnings, less than half the stock's three-year average and only a slight premium to a multiple of 31 for the S&P 500.

It's hardly a fair comparison, as Amazon stock has returned 656% over the past decade compared to just 231% for the S&P 500 -- which helps to illustrate why Amazon is deserving of a premium.

Given Amazon's triple-threat business, long track record of success, and appealing valuation, I believe Amazon has the potential for greater upside over the next 10 years than Nvidia.

Danny Vena has positions in Alphabet, Amazon, Apple, Broadcom, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

The robotics market is heading toward $130 billion by 2035 -- and these three companies control the critical infrastructure.

A robotics revolution is unfolding, thanks to the artificial intelligence (AI) explosion. Robots that physically move, lift, and assemble products are estimated to represent a $130 billion opportunity by 2035, split between $38 billion in humanoid robots and $94 billion in industrial systems.

Three companies control the essential infrastructure behind this boom. Amazon (AMZN +1.43%) operates over a million robots across its fulfillment network today. Tesla (TSLA 3.36%) aims to manufacture humanoids at prices far below existing competitors. Nvidia (NVDA +2.26%) provides the AI platforms powering both companies and virtually every serious robotics program.

Image source: Getty Images.

Here's why these three top robotic stocks are buys right now.

Amazon built the robot army nobody noticed
While rivals show prototypes, Amazon deploys at scale. More than 1 million robots work across more than 300 facilities, moving boxes from point A to point B. This is not future tech. It is the infrastructure that moves billions of packages each year.

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DeepFleet, Amazon's generative AI coordinator, drives about a 10% gain in fleet efficiency. Small gains compound when you run a seven-figure fleet. The hardware lineup includes Hercules, which lifts up to 1,250 pounds, and Proteus, which navigates safely around people.

Amazon's robotics infrastructure handles billions of packages annually, and that throughput advantage compounds as the fleet grows. The e-commerce giant already operates robotics at a scale no competitor matches.

Why Optimus is the core thesis
Tesla's humanoid robot, Optimus, only matters if the unit economics work. Tesla is targeting a $20,000 to $30,000 price for a general-purpose humanoid. By comparison, Boston Dynamics' Atlas costs around $140,000.

If Tesla reaches its price target levels, competitors will need to cut prices sharply. At that level, humanoids would move from costly demos to tools that make sense for everyday industrial work.

The caveat is simple. Targets are not costs. Reliability, safety, serviceability, and lifetime maintenance are unproven at scale. The thesis depends on hitting a price that turns a humanoid from a capital-intensive toy into an operating expense with a fast payback.

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If Tesla gets there, Optimus becomes the business. If it does not, Optimus is an expensive paperweight. History suggests Tesla usually crosses the finish line on big manufacturing bets, often later than promised, but at a scale that changes unit economics.

Nvidia captures the economics layer
Nvidia sells the brains and tools for robots. The Isaac stack pairs the GR00T N1 humanoid foundation model with Isaac Lab for training and Isaac Sim for digital twins. GR00T-Dreams shortens synthetic data generation to hours instead of months, which speeds up real-world deployment.

Adoption is broad across categories. Boston Dynamics and Agility build on Nvidia's platform, Hyundai is standardizing on Omniverse and Isaac for mobility and factory use, and Foxconn has discussed humanoid deployments at its new Houston plant.

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In the robotics space, Nvidia benefits no matter which company takes the lion's share of the market because the training, simulation, and edge compute layer runs through its stack.

Three paths into robotics dominance
The robotics revolution is here, and key inflection points are barreling toward humanity at light speed. Investors would thus be wise to own at least one major robotics stock. These three industry behemoths are solid picks because each company offers a distinct risk profile and value proposition.

Tesla offers massive upside if Optimus hits production and cost targets. Amazon demonstrates operational execution with a million robots already generating value and millions more in production. Nvidia owns the infrastructure layer that nearly every robotics company requires to develop advanced features. All three benefit as robots move from lab curiosities to industrial necessities.

Striking workers at Boeing Defense in the St. Louis area rejected the company’s latest contract proposal on Sunday, sending a strike that has already delayed delivery of fighter jets and other programs into its 13th week.

In a statement after the vote, union leadership said the company had failed to address the needs of the roughly 3,200 members of the International Association of Machinists and Aerospace Workers District 837.

“Boeing claimed they listened to their employees — the result of today’s vote proves they have not,” IAM International President Brian Bryant said in a statement. “Boeing’s corporate executives continue to insult the very people who build the world’s most advanced military aircraft — the same planes and military systems that keep our servicemembers and nation safe.”

Boeing’s latest offer was largely the same as offers previously rejected by union members. REUTERS
The five-year offer was largely the same as offers previously rejected by union members. The company reduced the ratification bonus but added $3,000 in Boeing shares that vest over three years and a $1,000 retention bonus in four years. It also improved wage growth for workers at the top of the pay scale in the fourth year of the contract.

“To fund the increases in this offer, we had to make trade-offs,” including reduced hourly wage increases tied to attendance and certain shift work, Boeing Vice President Dan Gillian said in a message to workers on Thursday.

IAM leaders have pressed the planemaker for higher retirement plan contributions and a ratification bonus closer to the $12,000 that Boeing gave to union members on strike last year in the company’s commercial airplane division in the Pacific Northwest.

Boeing’s Gillian has called the company’s offer a landmark deal and “market-leading,” and he has repeatedly said Boeing would not increase the overall value of its terms, and only shift value around.

Boeing is expected to report another unprofitable quarter when it posts its third-quarter results on Wednesday. Wall Street analysts anticipate the company will announce a multi-billion dollar charge on its 777X program, which is six years behind schedule and not yet certified by regulators.

Boeing unionized workers in the St. Louis area have been on strike since Aug. 4. AP
In September, IAM members approved the union’s proposed four-year contract. However, Boeing management has refused to consider that offer.

The IAM estimates that its offer would add about $50 million to the agreement’s cost over its four-year duration, compared with the company offer that was rejected. Boeing CEO Kelly Ortberg is set to earn $22 million this year.

Union officials accused Boeing of bargaining in bad faith in an unfair labor practice charge filed Oct. 16 with the National Labor Relations Board.

Boeing has delayed deliveries of its F-15EX fighter.
“It’s well past time for Boeing to stop cheaping out on the workers who make its success possible and bargain a fair deal that respects their skill and sacrifice,” Bryant said.

Union members say they are getting by on a mix of $300 a week in strike benefits from the IAM, second jobs, and belt-tightening. Boeing has said that striking workers’ coverage under company-provided health insurance ended on Aug. 30.

Since the strike began on Aug. 4, Boeing officials have repeatedly said the company’s mitigation plan has limited the effects of the work stoppage on production.

However, it has delayed deliveries of F-15EX fighters to the US Air Force, Gen. Kenneth Wilsbach told the Senate Armed Services Committee in comments submitted for a Oct. 9 hearing on his nomination as the Air Force’s chief of staff.

In Canada, lecanemab is indicated for the treatment of adult patients with a clinical diagnosis of mild cognitive impairment or mild dementia due to Alzheimer’s disease (early AD) who are apolipoprotein E ε4 (ApoE ε4*) non-carriers or heterozygotes and who have confirmed amyloid pathology

October 26, 2025 19:30 ET

 | Source:

Biogen Inc.

TOKYO and CAMBRIDGE, Mass., Oct. 26, 2025 (GLOBE NEWSWIRE) -- Eisai Co., Ltd. (Headquarters: Tokyo, CEO: Haruo Naito, “Eisai”) and Biogen Inc. (Nasdaq: BIIB, Corporate headquarters: Cambridge, Massachusetts, CEO: Christopher A. Viehbacher, “Biogen”) announced today that Health Canada has issued a Notice of Compliance with Conditions (NOC/c) for humanized anti-soluble aggregated amyloid-beta (Aβ) monoclonal antibody “LEQEMBI®” (lecanemab) for the treatment of adult patients with a clinical diagnosis of mild cognitive impairment or mild dementia due to Alzheimer’s disease (early AD) who are apolipoprotein E ε4 (ApoE ε4*) non-carriers or heterozygotes and who have confirmed amyloid pathology. LEQEMBI is the first treatment for early AD that targets an underlying cause of the disease, to be authorized in Canada.

LEQEMBI selectively binds to soluble Aβ aggregates (protofibrils**), as well as insoluble Aβ aggregates (fibrils) which are a major component of Aβ plaques, thereby reducing both Aβ protofibrils and Aβ plaques in the brain. LEQEMBI is the first approved treatment shown to reduce the rate of disease progression and to slow cognitive and functional decline in adults with AD. LEQEMBI is also approved in 51 countries and regions including Japan,1 the United States,2 Europe,3 China,4 South Korea,5 Taiwan,6 and SaudiArabia,7 and applications have been filed in 9 countries.

The approval of LEQEMBI is based on the large global Phase 3 Clarity AD study. In the Clarity AD study, LEQEMBI met its primary endpoint and all key secondary endpoints with statistically significant results.8,9 LEQEMBI has been issued market authorization with conditions, pending the results of trials to verify its clinical benefit. Eisai plans to submit clinical assessment data captured from participants in real-world clinical practice.

AD is the most common form of dementia, accounting for 60 to 80% of all cases.10 As of January 1, 2025, it is estimated there are more than 771,000 patients with dementia in Canada, which is expected to increase to approximately 1 million in 2030 and over 1.7 million in 2050.11 In addition, annual care provided by family and friends for those with dementia is equivalent to 290,000 full-time jobs, which is expected to increase to 690,000 full-time jobs in 2050.11

Eisai serves as the lead for lecanemab’s development and regulatory submissions globally with both Eisai and Biogen co-commercializing and co-promoting the product and Eisai having final decision-making authority. In Canada, Eisai Limited will distribute the product and conduct information provision activities. Eisai and Biogen are committed to working together with healthcare professionals and other stakeholders towards the early treatment of AD.

* Apolipoprotein E is a protein involved in the metabolism of lipid in humans. It is implicated in AD. People with only one (heterozygous) or no copy (non-carriers) of the ApoE ε4 gene are less likely to experience ARIA than people with two ApoE ε4 copies (homozygous).12
** Protofibrils are believed to contribute to the brain injury that occurs with AD and are considered to be the most toxic form of Aβ, having a primary role in the cognitive decline associated with this progressive, debilitating condition.13 Protofibrils cause injury to neurons in the brain, which in turn, can negatively impact cognitive function via multiple mechanisms, not only increasing the development of insoluble Aβ plaques but also increasing direct damage to brain cell membranes and the connections that transmit signals between nerve cells or nerve cells and other cells. It is believed the reduction of protofibrils may prevent the progression of AD by reducing damage to neurons in the brain and cognitive dysfunction.14

MEDIA CONTACTS Eisai Co., Ltd.
Public Relations Department
TEL: +81 (0)3-3817-5120Eisai Inc. (U.S.)
Libby Holman
+1-201-753-1945
[email protected]

Biogen Inc.
Madeleine Shin
+ 1-781-464-3260
[email protected] INVESTOR CONTACTS   Eisai Co., Ltd.
Investor Relations Department
TEL: +81 (0) 3-3817-5122Biogen Inc.
Tim Power
+ 1-781-464-2442
[email protected]   Notes to Editors

1.  About lecanemab (generic name, brand name: LEQEMBI®)
Lecanemab is the result of a strategic research alliance between Eisai and BioArctic. It is a humanized immunoglobulin gamma 1 (IgG1) monoclonal antibody directed against aggregated soluble (protofibril) and insoluble forms of amyloid-beta (Aβ).

LEQEMBI’s approvals in these countries was based on Phase 3 data from Eisai’s, global Clarity AD clinical trial, in which it met its primary endpoint and all key secondary endpoints with statistically significant results.8,9 The primary endpoint was the global cognitive and functional scale, Clinical Dementia Rating Sum of Boxes (CDR-SB). In the Clarity AD clinical trial, treatment with LEQEMBI reduced clinical decline on CDR-SB by 27% at 18 months compared to placebo. The mean CDR-SB score at baseline was approximately 3.2 in both groups. The adjusted least-squares mean change from baseline at 18 months was 1.21 with LEQEMBI and 1.66 with placebo (difference, −0.45; 95% confidence interval [CI], −0.67 to −0.23; P<0.001). In addition, the secondary endpoint from the AD Cooperative Study-Activities of Daily Living Scale for Mild Cognitive Impairment (ADCS-MCI-ADL), which measures information provided by people caring for patients with AD, noted a statistically significant benefit of 37% compared to placebo. The adjusted mean change from baseline at 18 months in the ADCS-MCI-ADL score was −3.5 in the LEQEMBI group and −5.5 in the placebo group (difference, 2.0; 95% CI, 1.2 to 2.8; P<0.001). The ADCS MCI-ADL assesses the ability of patients to function independently, including being able to dress, feed themselves and participate in community activities. The most common adverse events (>10%) in the LEQEMBI group were infusion reactions, ARIA-H (combined cerebral microhemorrhages, cerebral macrohemorrhages, and superficial siderosis), ARIA-E (edema/effusion), headache, and fall.

LEQEMBI is approved in 51 countries and regions including Japan,1 the United States,2 Europe,3 China,4 South Korea,5 Taiwan,6 and SaudiArabia,7 and applications have been filed in 9 countries. Following the initial phase with treatment every two weeks for 18 months, intravenous (IV) maintenance dosing with treatment every four weeks was approved in the U.S. and China, and others, and applications have been filed in 5 countries and regions.

LEQEMBI's approvals in these countries was based on Phase 3 data from Eisai's, global Clarity AD clinical trial, in which it met its primary endpoint and all key secondary endpoints with statistically significant results. The primary endpoint was the global cognitive and functional scale, Clinical Dementia Rating Sum of Boxes (CDR-SB).8,12 The U.S. FDA approved Eisai’s Biologics License Application (BLA) for subcutaneous maintenance dosing with LEQEMBI IQLIK in August 2025. In September 2025, the rolling sBLA application to the U.S. FDA for the subcutaneous initiation dosing with LEQEMBI IQLIK was also initiated.

Since July 2020 the Phase 3 clinical study (AHEAD 3-45) for individuals with preclinical AD, meaning they are clinically normal and have intermediate or elevated levels of amyloid in their brains, is ongoing. AHEAD 3-45 is conducted as a public-private partnership between the Alzheimer's Clinical Trial Consortium that provides the infrastructure for academic clinical trials in AD and related dementias in the U.S, funded by the National Institute on Aging, part of the National Institutes of Health, Eisai and Biogen. Since January 2022, the Tau NexGen clinical study for Dominantly Inherited AD (DIAD), that is conducted by Dominantly Inherited Alzheimer Network Trials Unit (DIAN-TU), led by Washington University School of Medicine in St. Louis, is ongoing and includes lecanemab as the backbone anti-amyloid therapy.

2.  About the Collaboration between Eisai and Biogen for AD
Eisai and Biogen have been collaborating on the joint development and commercialization of AD treatments since 2014. Eisai serves as the lead of lecanemab development and regulatory submissions globally with Eisai and Biogen co-commercializing and co-promoting the product and Eisai having final decision-making authority.

3.  About the Collaboration between Eisai and BioArctic for AD
Since 2005, Eisai and BioArctic have had a long-term collaboration regarding the development and commercialization of AD treatments. Eisai obtained the global rights to study, develop, manufacture and market lecanemab for the treatment of AD pursuant to an agreement with BioArctic in December 2007. The development and commercialization agreement on the antibody lecanemab back-up was signed in May 2015.

4.  About Eisai Co., Ltd.
Eisai's Corporate Concept is "to give first thought to patients and people in the daily living domain, and to increase the benefits that health care provides." Under this Concept (also known as human health care (hhc) Concept), we aim to effectively achieve social good in the form of relieving anxiety over health and reducing health disparities. With a global network of R&D facilities, manufacturing sites and marketing subsidiaries, we strive to create and deliver innovative products to target diseases with high unmet medical needs, with a particular focus in our strategic areas of Neurology and Oncology.

In addition, we demonstrate our commitment to the elimination of neglected tropical diseases (NTDs), which is a target (3.3) of the United Nations Sustainable Development Goals (SDGs), by working on various activities together with global partners.

For more information about Eisai, please visit www.eisai.com (for global headquarters: Eisai. Co., Ltd.), us.eisai.com (for U.S. headquarters: Eisai, Inc.) or www.eisai.eu (for Europe, Middle East, Africa, Russia, Australia and New Zealand headquarters: Eisai Europe Ltd.), and connect with us on X (global and U.S), LinkedIn (for global, U.S. and EMEA) and Facebook (global).

5.   About Biogen
Founded in 1978, Biogen is a leading biotechnology company that pioneers innovative science to deliver new medicines to transform patients’ lives and to create value for shareholders and our communities. We apply deep understanding of human biology and leverage different modalities to advance first-in-class treatments or therapies that deliver superior outcomes. Our approach is to take bold risks, balanced with return on investment to deliver long-term growth.

The company routinely posts information that may be important to investors on its website at www.biogen.com. Follow Biogen on social media – Facebook, LinkedIn, X, YouTube.

Biogen Safe Harbor
This news release contains forward-looking statements, including about the potential clinical effects of lecanemab (LEQEMBI); the potential benefits, safety and efficacy of LEQEMBI; potential regulatory discussions, submissions and approvals and the timing thereof; the treatment of Alzheimer's disease; the anticipated benefits and potential of Biogen's collaboration arrangements with Eisai; the potential of Biogen's commercial business and pipeline programs, including  lecanemab; and risks and uncertainties associated with drug development and commercialization. These statements may be identified by words such as "aim," "anticipate," "believe," "could," "estimate," "expect," "forecast," "intend," "may," "plan," "possible," "potential," "will," "would" and other words and terms of similar meaning. Drug development and commercialization involve a high degree of risk, and only a small number of research and development programs result in commercialization of a product. Results in early-stage clinical studies may not be indicative of full results or results from later stage or larger scale clinical studies and do not ensure regulatory approval. You should not place undue reliance on these statements. 

These statements involve risks and uncertainties that could cause actual results to differ materially from those reflected in such statements, including without limitation unexpected concerns that may arise from additional data, analysis or results obtained during clinical studies; the occurrence of adverse safety events; risks of unexpected costs or delays; the risk of other unexpected hurdles; regulatory submissions may take longer or be more difficult to complete than expected; regulatory authorities may require additional information or further studies, or may fail or refuse to approve or may delay approval of Biogen's drug candidates, including lecanemab; actual timing and content of submissions to and decisions made by the regulatory authorities regarding lecanemab; uncertainty of success in the development and potential commercialization of lecanemab; failure to protect and enforce Biogen's data, intellectual property and other proprietary rights and uncertainties relating to intellectual property claims and challenges; product liability claims; and third party collaboration risks, results of operations and financial condition. The foregoing sets forth many, but not all, of the factors that could cause actual results to differ from Biogen's expectations in any forward-looking statement. Investors should consider this cautionary statement as well as the risk factors identified in Biogen's most recent annual or quarterly report and in other reports Biogen has filed with the U.S. Securities and Exchange Commission. These statements speak only as of the date of this news release. Biogen does not undertake any obligation to publicly update any forward-looking statements. 

References

Reuters. 2023. Japan approves Alzheimer's treatment Leqembi by Eisai and Biogen. Last accessed: July 2025.U.S. Food and Drug Administration. 2023. FDA Converts Novel Alzheimer's Disease Treatment to Traditional Approval. Last accessed: July 2025.Reuters. 2025. EU authorizes Eisai-Biogen's drug for early Alzheimer's treatment. Last accessed: October 2025.The Pharma Letter. 2024. Brief - Alzheimer drug Leqembi now approved in China. Last accessed: July 2025.Pharmaceutical Technology. 2024. South Korea's MFDS approves Eisai-Biogen's LEQEMBI for Alzheimer's. Last accessed: July 2025.Taiwan Food and Drug Administration Assessment Report. http://bit.ly/454Oawe. Last accessed: July 2025.Saudi Food & DrugAuthority. 2025. SFDA Approves the Registration of “Leqembi” as the First Alzheimer’s Treatment in Saudi Arabia. Last accessed: August 2025.Eisai presents full results of lecanemab Phase 3 confirmatory Clarity AD study for early Alzheimer's disease at Clinical Trials on Alzheimer's Disease (CTAD) conference. Available at: https://www.eisai.co.jp/news/2022/news202285.htmlvan Dyck, H., et al. Lecanemab in Early Alzheimer’s Disease. New England Journal of Medicine. 2023;388:9-21. https://www.nejm.org/doi/full/10.1056/NEJMoa2212948.Alzheimer Society of Canada “What is Alzheimer's disease?”. Available at: https://alzheimer.ca/en/about-dementia/what-alzheimers-disease Last accessed: June 2025.Alzheimer Society of Canada “Dementia numbers in Canada”. Available at: https://alzheimer.ca/en/about-dementia/what-dementia/dementia-numbers-canada Last accessed: June 2025.van Dyck, C.H., et al. Lecanemab in Early Alzheimer’s Disease. New England Journal of Medicine. 2023;388:9-21. https://www.nejm.org/doi/full/10.1056/NEJMoa2212948.Amin L, Harris DA. Aβ receptors specifically recognize molecular features displayed by fibril ends and neurotoxic oligomers. Nat Commun. 2021;12:3451. doi:10.1038/s41467-021-23507-zOno K, Tsuji M. Protofibrils of Amyloid-β are Important Targets of a Disease-Modifying Approach for Alzheimer's Disease. Int J Mol Sci. 2020;21(3):952. doi: 10.3390/ijms21030952. PMID: 32023927; PMCID: PMC7037706.

The company presented the 'AIN Family' which consists of NAND solution products optimized for performance(P), bandwidth(B), and density(D) respectively for AI
SK hynix held 'HBF Night' to expand the 'AIN B'(HBF product) ecosystem with a number of global big tech officials in attendance
Company will collaborate closely with customers and partners to become a key player in the next generation NAND storage market

, /PRNewswire/ -- SK hynix Inc. (or "the company", www.skhynix.com) announced today that it presented its next-generation NAND storage product strategy at the '2025 OCP (Open Compute Project) Global Summit', held in San Jose, California, from October 13 to 16.

SK hynix said that, with the rapid growth of the AI inference market, the demand for NAND storage products capable of process large volume data quickly and efficiently is increasing dramatically. The company will fulfill customer needs by establishing the 'AIN (AI-NAND) Family' lineup of solution products, optimized for the AI era.

Chun Sung Kim, Head of eSSD Product Development at SK hynix, presented the AIN Family during the Executive Session on the second day of the event.

The AIN Family consists of NAND solution products optimized for performance, bandwidth, and density respectively which is designed to enhanced data processing speed and storage capacity. 

AIN P (Performance) is a solution to efficiently process large volume data generated under large-scale AI inference workloads. The product significantly boosts processing speed and energy efficiency by minimizing the bottleneck between storage and AI operations. SK hynix is designing NAND and controllers with new structures and plans to release samples by the end of 2026.

AIN D (Density) is a high density solution designed to store large amount of data with low power consumption and cost suitable for storing AI data. The company targets to increase density to petabyte (PB) level from terabyte (TB) of current QLC*-based SSDs, and to aim for mid-end storage solution which implements both the speed of SSD and the cost efficiency of HDD.

* QLC: NAND flash is categorized as single-level cell (SLC), multi-level cell (MLC), triple-level cell (TLC), QLC, and penta-level cell (PLC) depending on how many data bits can be stored in one cell. As the amount of information storage increases, more data can be stored in the same volume.

AIN B (Bandwidth) is SK hynix's solution leveraging HBF™* technology. This product expands bandwidth by vertically stacking multiple NANDs.

* HBF (High Bandwidth Flash): Similar to HBM which stacks DRAM dies, HBF is a product which is made by vertically stacking multiple NAND flash. 

With global top level HBM development and production capabilities, SK hynix has been conducting researches on AIN B from early stage to address the memory capacity gap driven by the expansion of AI inference and scaling up of LLMs*. The key is to combine HBM's stacking structure with high density and cost efficient NAND flash. The company is taking various strategies for AIN B into consideration, such as placing together with HBM to enhance overall system capacity.

* LLM (Large Language Model): An AI model trained on massive datasets that understands and generates natural language processing tasks.

SK hynix jointly hosted 'HBF Night' with Sandisk, after both parties entered an MOU for HBF standardization in August, to expand the technology ecosystem. The event was held at The Tech Interactive, near the OCP Global Summit venue, on the 14th.

At the event, a panel discussion featuring Korean and foreign faculty members was held, with the participation of numerous industry architects* and engineers participated. During the event, a collaborative effort across the industry was proposed to accelerate innovation in NAND storage products.

* Architect: Semiconductor, system design experts

"Through OCP Global Summit and HBF Night, we were able to showcase SK hynix's present and future as a global AI memory solution provider, thriving in a rapidly evolving AI market," Ahn Hyun, President and Chief Development Officer said. "In the next generation NAND storage market, SK hynix will collaborate closely with customers and partners to become a key player."

About SK hynix Inc.

SK hynix Inc., headquartered in Korea, is the world's top tier semiconductor supplier offering Dynamic Random Access Memory chips ("DRAM") and flash memory chips ("NAND flash") for a wide range of distinguished customers globally. The Company's shares are traded on the Korea Exchange, and the Global Depository shares are listed on the Luxembourg Stock Exchange. Further information about SK hynix is available at www.skhynix.com, news.skhynix.com.

SOURCE SK hynix Inc.

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The proportion of participants achieving HbA1c < 7.0% and a ≥10% reduction in body weight from baseline was 48.0% in the mazdutide group and 21.0% in the semaglutide group
DREAMS-3 is the world's first Phase 3 clinical trial of a GCG/GLP-1 dual receptor agonist to conduct a head-to-head comparison with semaglutide in diabetes treatment

, /PRNewswire/ -- Innovent Biologics, Inc. ("Innovent") (HKEX: 01801), a world-class biopharmaceutical company that develops, manufactures and commercializes high-quality medicines for the treatment of oncologic, autoimmune, cardiovascular and metabolic, ophthalmologic and other major diseases, announces that the fourth Phase 3 clinical trial DREAMS-3 of mazdutide, a glucagon-like peptide-1 (GLP-1) and glucagon (GCG) dual receptor agonist, has met its primary endpoint. The results demonstrated that, in Chinese patients with type 2 diabetes (T2D) and obesity, mazdutide showed superior efficacy to semaglutide on the primary endpoint—the proportion of participants achieving HbA1c < 7.0% and ≥10% body weight reduction from baseline at week 32 (48.0 vs. 21.0%, p<0.0001). In addition, at week 32, the mean change in HbA1c from baseline was −2.03% in the mazdutide group and −1.84% in semaglutide group, respectively, and the mean percentage weight reduction from baseline was 10.29% in the mazdutide group and 6.00% in the semaglutide group, respectively (both p<0.05). During the study, the overall safety profile of mazdutide was consistent with previous clinical studies, with no new safety signals identified. Gastrointestinal symptoms were the most common adverse events, mostly mild to moderate in severity.

Professor Linong Ji, the Principal Investigator of the DREAMS-3, Peking University People's Hospital, stated: "Diabetes and obesity share similar epidemic trends. Among the vast population with T2D in China, the proportion of those with comorbid obesity has been increasing. Previous studies have indicated that, compared with non-obese patients with diabetes, patients with T2D and comorbid obesity experience more challenging glycemic control, along with a significant increase in cardiovascular mortality risk and overall cardiovascular disease risk. Therefore, treatment strategies that address both glycemic control and weight loss are playing an increasingly critical role in improving clinical outcomes for patients with T2D and comorbid obesity. In recent years, GLP-1 receptor agonists have become a key therapeutic option for type 2 diabetes—particularly for patients with comorbid obesity—owing to their benefits, including glycemic control, weight reduction, and cardiorenal protection. As the world's first approved GCG/GLP-1 dual receptor agonist, mazdutide has demonstrated superior efficacy in glucose lowering and weight loss over semaglutide in the latest Phase 3 clinical trial; mazdutide also provides multiple metabolic benefits and has a favorable safety profile, making it a new-generation GLP-1-based therapy suitable for Chinese patients. We believe that mazdutide can bring benefits to patients with T2D and comorbid obesity who are appropriate candidates for this class of therapy—to control blood glucose, effectively manage weight, and improve overall health status."

Dr. Lei Qian, Chief R&D Officer of General Biomedicine from Innovent Biologics, stated: "China has a large number of patients with obesity and other comorbidities, underscoring an urgent need for more effective, safer, and more convenient innovative therapies. Mazdutide is the world's first and only approved GCG/GLP-1 dual receptor agonist indicated for both weight management and the treatment of T2D. Previous registrational studies in Chinese T2D participants (DREAMS-1 and DREAMS-2) have demonstrated mazdutide's benefits across glycemic control, weight reduction, and multiple metabolic indicators. The head-to-head DREAMS-3 study comparing mazdutide with semaglutide further showed that, in patients with T2D and comorbid obesity, mazdutide provides superior efficacy in both weight loss and glucose lowering. With successive approvals for weight management and T2D indications, we believe mazdutide will benefit a wide range of patients requiring multifaceted improvements in glycemic control, body weight, and cardiometabolic risk factors."

About DREAMS-3

DREAMS-3 (NCT06184568) was a multi-center, randomized, open-label phase 3 trial. The trial enrolled 349 Chinese adults with early-stage T2D (duration less than 10 years) and obesity who had inadequate glycemic and weight control after lifestyle intervention with or without metformin monotherapy (mean age: 42.4 years, mean baseline HbA1c: 8.02%, mean baseline body weight: 90.47 kg, mean baseline BMI: 32.98 kg/m2). Participants were randomized in a 1:1 ratio to receive mazdutide 6 mg or semaglutide 1 mg for 32 weeks (active-controlled treatment period). In the extension period, participants originally on mazdutide were assigned to continue mazdutide treatment at different doses for another 24 weeks, based on whether they achieved the weight-loss target. The primary endpoint was the proportion of participants achieving HbA1c < 7.0% and a ≥10% reduction in body weight from baseline at week 32.

About Mazdutide

Innovent entered into an exclusive license agreement with Eli Lilly and Company (Lilly) for the development and potential commercialization of mazdutide, a dual GCG /GLP-1 receptor agonist, in China. As a mammalian oxyntomodulin (OXM) analogue, in addition to the effects of GLP-1 receptor agonists on promoting insulin secretion, lowering blood glucose and reducing body weight, mazdutide may also increase energy expenditure and improve hepatic fat metabolism through the activation of glucagon receptor. Mazdutide has demonstrated excellent weight loss and glucose-lowering effects in clinical studies, as well as reducing waist circumference, blood lipids, blood pressure, serum uric acid, liver enzymes, liver fat content and improved insulin sensitivity.

Seven Phase 3 clinical studies of mazdutide have been completed or are ongoing, including:

GLORY-1: A Phase 3 clinical study conducted in Chinese adults with overweight of obesity;
GLORY-2: A Phase 3 clinical study conducted in Chinese adults with moderately to severely obesity;
GLORY-3: A Phase 3 clinical study comparing mazdutide versus semaglutide in Chinese adults with overweight of obesity accompanied metabolic-associated fatty liver disease (MAFLD);
GLORY-OSA: A Phase 3 trial in Chinese participants with obstructive sleep apnea (OSA) and obesity;
DREAMS-1: A Phase 3 clinical study conducted in Chinese adults with untreated type 2 diabetes;
DREAMS-2: A Phase 3 clinical study comparing mazdutide versus dulaglutide in Chinese adults with type 2 diabetes who have poor glycemia control with oral medication;
DREAMS-3: A Phase 3 clinical study comparing mazdutide versus semaglutide in Chinese adults with type 2 diabetes and obesity;

Among these, GLORY-1, DREAMS-1, DREAMS-2 and DREAMS-3 have already met their primary endpoints and the other three studies are also currently ongoing.

In addition, several new clinical studies of mazdutide are initiated or planned, including those in adolescents with obesity, metabolic dysfunction–associated steatohepatitis (MASH), heart failure with preserved ejection fraction (HFpEF), and a higher-dose head-to-head study versus tirzepatide in moderate to severe obesity.

*Mazdutide has received NMPA approval for two indications:

First Indication: as an adjunct to a reduced-calorie diet and increased physical activity for chronic weight management in adult patients with an initial Body Mass Index (BMI) of:

BMI ≥ 28 kg/m² (obesity); or
BMI ≥ 24 kg/m² (overweight) in the presence of at least one weight-related comorbid condition (e.g., hyperglycemia, hypertension, dyslipidemia, fatty liver, or obstructive sleep apnea syndrome and etc.);

Second Indication: glycemic control in adults with type 2 diabetes:

Monotherapy
For adults with type 2 diabetes who have inadequate glycemic control despite diet and exercise interventions.

Combination Therapy
For adults with T2D who still have poor glycemic control despite:
Diet and exercise, plus Metformin and/or sulfonylureas, or Metformin and/or SGLT2 inhibitors (SGLT2i).

About Innovent Biologics

Innovent is a leading biopharmaceutical company founded in 2011 with the mission to empower patients worldwide with affordable, high-quality biopharmaceuticals. The company discovers, develops, manufactures and commercializes innovative medicines that target some of the most intractable diseases. Its pioneering therapies treat cancer, cardiovascular and metabolic, autoimmune and eye diseases. Innovent has launched 16 products in the market. It has 2 new drug applications under regulatory review, 4 assets in Phase 3 or pivotal clinical trials and 15 more molecules in early clinical stage. Innovent partners with over 30 global healthcare companies, including Eli Lilly, Roche, Takeda,Sanofi, Incyte, LG Chem and MD Anderson Cancer Center.

Guided by the motto, "Start with Integrity, Succeed through Action" Innovent maintains the highest standard of industry practices and works collaboratively to advance the biopharmaceutical industry so that first-rate pharmaceutical drugs can become widely accessible. For more information, visit www.innoventbio.com, or follow Innovent on Facebook and LinkedIn.

Statement: Innovent does not recommend the use of any unapproved drug (s)/indication (s).

Forward-looking statement

This news release may contain certain forward-looking statements that are, by their nature, subject to significant risks and uncertainties. The words "anticipate", "believe", "estimate", "expect", "intend" and similar expressions, as they relate to Innovent, are intended to identify certain of such forward-looking statements. Innovent does not intend to update these forward-looking statements regularly.

These forward-looking statements are based on the existing beliefs, assumptions, expectations, estimates, projections and understandings of the management of Innovent with respect to future events at the time these statements are made. These statements are not a guarantee of future developments and are subject to risks, uncertainties and other factors, some of which are beyond Innovent's control and are difficult to predict. Consequently, actual results may differ materially from information contained in the forward-looking statements as a result of future changes or developments in our business, Innovent's competitive environment and political, economic, legal and social conditions.

Innovent, the Directors and the employees of Innovent assume (a) no obligation to correct or update the forward-looking statements contained in this site; and (b) no liability in the event that any of the forward-looking statements does not materialize or turn out to be incorrect.

SOURCE Innovent Biologics

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A partnership with Nvidia has helped supercharge this Ohio business' prospects.

It's been a rough year for shareholders of some of Ohio's top companies. Shares of consumer goods giant Procter & Gamble are down nearly 10% for the year, while tire maker Goodyear's stock is down more than 20%.

Meanwhile, the stock of one Ohio-based company is not only up more than 50% so far this year, but has skyrocketed more than 850% over the last five years.

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Is it too late to buy shares of Ohio superstar Vertiv Holdings (VRT +1.56%)? Here's what investors need to know.

What Vertiv does
Headquartered in Columbus, Vertiv designs, manufactures, and services digital infrastructure for data centers, communication networks, and commercial and industrial facilities. Its primary products include power supply systems, cooling systems, and server racks for data centers. It also provides service and maintenance of those systems and components. With about 31,000 employees in 40 countries, Vertiv supplies customers in a variety of industries, including cloud services, financial services, manufacturing, energy, and more.

Vertiv's most crucial customers are so-called "hyperscalers." These companies operate immense global networks of data centers and provide large-scale cloud computing or data storage, and management to their customers. They include companies like Amazon's (AMZN +1.43%) Amazon Web Services (AWS), Oracle, and Microsoft Azure.

Because the hyperscalers are committing so much of their focus to artificial intelligence (AI) -- which has notoriously high usage rates for both data and computing power -- data centers are in high demand. However, the data centers don't just consist of high-powered microchips from Nvidia (NVDA +2.26%) and network hardware from Arista Networks (ANET +1.02%). They require specialty power supply systems and massive cooling systems to prevent the servers from overheating. That's where Vertiv comes in.

Image source: Getty Images.

A big-name partner
As a specialist in data center power and cooling systems, Vertiv has become a go-to designer for such systems for major industry players. In fact, Vertiv has announced several important partnerships to develop the next generation of data center technology.

When it comes to data center processing power, there's really only one name that matters: Nvidia. Because Nvidia is the undisputed leading manufacturer of top-of-the-line microprocessors for AI applications, the entire data center industry's hardware is configured to Nvidia's specifications. That's why it's a major win for Vertiv to have been chosen to collaborate with Nvidia to redesign data center power architecture for the next generation of efficiency and computing power.

Current data centers are largely reliant on 54 VDC power distribution systems, which are limited to power levels below 200 kilowatts. However, next-generation computing requires megawatt-scale (1,000-kilowatt) power. The new 800 VDC systems being jointly developed by Nvidia and Vertiv feature increased voltage to enable much higher power capacity.

These new systems, which aren't expected to be deployed until 2027, should help Vertiv's backlog -- contracted orders that it hasn't yet fulfilled -- continue to grow. The company's backlog has already grown 55% in the last 18 months, from $5.5 billion at the end of 2023 to $8.5 billion in its most recent quarter.

Is it too late to buy?
Vertiv's growth has been very strong recently, with net sales up 35% year over year in the most recent quarter, operating profit up 32%, and per-share earnings up 42%. But the company's stock price has grown even faster, up 55% in the past year, and 850% in the last five years. It's reasonable to ask whether the stock has gotten too expensive to buy.

Well, it's certainly more expensive than it was in 2023, but the projected growth isn't expected to dry up anytime soon. The company currently trades at a trailing price-to-earnings (P/E) ratio of 83.6, which is very expensive. But thanks to its strong growth projections, its forward P/E ratio -- which measures against expected earnings -- is just 45.6. That's roughly the midpoint of Nvidia's 40.2 and Arista Networks' 52.

In other words, if you think the AI-powered data center boom will keep booming over the long term -- and there's a lot of evidence suggesting it will -- Vertiv looks fairly valued. Plus, its prospects look rosy compared to many other Ohio companies. For investors bullish on tech, Vertiv is an Ohio company that seems worthy of investment.

John Bromels has positions in Amazon, Microsoft, Nvidia, and Procter & Gamble. The Motley Fool has positions in and recommends Amazon, Arista Networks, Microsoft, Nvidia, and Oracle. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

David Tepper massively increased his stake in Nvidia during Q2.

Taking a look at what billionaire investors are doing is a smart gut check for investors. By looking at trades of some of the market's most successful investors, you can see if your strategy aligns with their moves.

Luckily, this information is available to all investors, as any entity with $100 million or more in assets must file a Form 13-F with the SEC, which is then disclosed to the public 45 days after a quarter ends.

One investor I like to follow is billionaire David Tepper, who runs Appaloosa Management. In Q2, David Tepper and Appaloosa sold 150,000 shares of Meta Platforms. That amounts to about $100 million worth of Meta stock at today's prices.

However, Tepper didn't let those proceeds just sit in cash because he's scared of a potential artificial intelligence (AI) bubble. Instead, he stuck that money back into Nvidia (NVDA +2.25%). Tepper also sold some other stocks to fund this investment, as he purchased 1.45 million shares of Nvidia during Q2, which cost over $260 million at today's prices.

That's a huge vote of confidence for Nvidia, especially with many investors wondering if there could be an AI bubble forming. However, I think investors don't need to be worried about it, and with some of Wall Street's smartest money managers also backing Nvidia's stock, I think there's plenty of room for this giant to run.

The AI arms race is still ongoing
Nvidia makes graphics processing units (GPUs), which are general-purpose computing units that can process multiple calculations at once. This makes them suited for difficult workloads, like what artificial intelligence (AI) presents. Nvidia has been the undisputed king of AI computing equipment since the arms race began in 2023, but two other companies are challenging that authority.

AMD and Broadcom are both worthy competitors, and recent product wins with OpenAI, the makers of ChatGPT, have caused investors to wonder if Nvidia is losing its edge. However, Nvidia also announced its own deal with OpenAI, along with many others, like xAI.

The reality is, Nvidia's technology and hardware stack are still better than the competition -- it's just a lot more expensive. With how much computing power AI hyperscalers are finding necessary to drive their ambitions, it's no surprise that they're looking at cheaper alternatives.

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Still, Nvidia holds a commanding lead over the competition, and it's unlikely that it will lose much market share to these other competitors. Even if it does, there's still a ton of opportunity to go around.

AI data center buildouts are ramping up
With Tepper selling Meta Platforms and buying Nvidia, it's a sign he thinks there will still be plenty of AI spending to come. This makes investing in an AI hardware provider like Nvidia a better idea than an AI hyperscaler like Meta Platforms.

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In 2025, Nvidia expects global data center capital expenditures to reach $600 billion. However, by 2030, Nvidia expects this figure to rise to $3 trillion to $4 trillion. That's huge growth, and Nvidia is set to take a huge chunk of that pie.

Nvidia CEO and cofounder Jensen Huang also stated that about $35 billion of a $50 billion data center goes toward Nvidia. So even if Nvidia can only capture 50% of the global computing market (most estimates peg Nvidia's current market share at 90%), it will still be in fantastic shape.

Many of these monstrous announcements regarding AI spending span multiple years, so the notion that we're suddenly entering an AI bubble isn't correct, in my opinion. It will take several years for this spending to come to fruition, and these announcements are just that: announcements. Time will tell if OpenAI or any of its AI hyperscaler peers will convert on what they say, but if they do, Nvidia is slated to benefit. As a result, I think investors would be wise to follow in Tepper's footsteps and scoop up shares of Nvidia.

NEW YORK, Oct. 26, 2025 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Semler Scientific, Inc. (NASDAQ: SMLR) between March 10, 2021 and April 15, 2025, both dates inclusive (the “Class Period”), of the important October 28, 2025 lead plaintiff deadline in the securities class action first filed by the Firm.

SO WHAT: If you purchased Semler Scientific securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Semler Scientific class action, go to https://rosenlegal.com/submit-form/?case_id=39889 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than October 28, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made materially false and/or misleading statements and/or failed to disclose that: (1) Semler Scientific did not disclose a material investigation by the United States Department of Justice (the "DOJ") into violations of the False Claims Act, while discussing possible violations of the False Claims Act (and aggressive DOJ enforcement thereof) in hypothetical terms; and (2) as a result, defendants' public statements were materially false and/or misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Semler Scientific class action, go to https://rosenlegal.com/submit-form/?case_id=39889 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm or on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm.

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Contact Information:

Laurence Rosen, Esq.
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The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
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NEW YORK, Oct. 26, 2025 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Quantum Corporation (NASDAQ: QMCO) between November 15, 2024 and August 18, 2025, inclusive (the “Class Period”), of the important November 3, 2025 lead plaintiff deadline in the securities class action first filed by the Firm.

SO WHAT: If you purchased Quantum Corporation securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Quantum Corporation class action, go to https://rosenlegal.com/submit-form/?case_id=43932 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 3, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, Defendants made false and/or misleading statements and/or failed to disclose that: (1) Quantum Corporation improperly recognized revenue during the fiscal year ended March 31, 2025; (2) as a result, Quantum Corporation would need to restate its previously filed financial statements for the fiscal third quarter ended December 31, 2024; and (3) as a result, defendants’ statements about its business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Quantum Corporation class action, go to https://rosenlegal.com/submit-form/?case_id=43932 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm or on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40thFloor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

October 26, 2025 18:31 ET

 | Source:

POET Technologies Inc.

The offering is being fully subscribed by two new fundamental investment managers Company’s pro-forma cash position expected to be in excess of US$300 million following closing TORONTO, Oct. 26, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. (NASDAQ: POET) (the “Company”), the designer and developer of the POET Optical Interposer™, Photonic Integrated Circuits (PICs) and light sources for the data center, tele-communication and artificial intelligence markets, today announced that it has entered into securities purchase agreements with institutional investors for the purchase and sale of 20,689,655 common shares in an oversubscribed registered direct offering. The offering is expected to result in gross proceeds of approximately US$150 million, before deducting offering expenses. The closing of the offering is expected to occur on or about October 28, 2025, subject to the satisfaction of customary closing conditions.

Participants in the offering include two new fundamental investment managers.

The Company intends to use the net proceeds from this investment for corporate development, including targeted acquisitions, scaling up of R&D, acceleration of the light source business, expanding operations, and general working capital.

Titan Partners Group, a division of American Capital Partners, is acting as the sole placement agent for the offering.

“POET’s Optical Interposer platform is a singularly elegant solution to connectivity challenges at each level of AI infrastructure, from chip-to-chip data communications to data transfer within the datacenter to the mobile networks that deliver that data to users”, said Dr. Suresh Venkatesan, Executive Chairman & Chief Executive Officer of POET. “In each of these areas, we transform information bottlenecks into data highways by marrying what is possible in silicon to what is powerful in light. This additional investment by two leading global investment funds adds immeasurably to POET’s ability to deliver advanced photonic solutions. With over US$300 million in cash, we can accelerate our pursuit of targeted acquisitions, enhance our capabilities and talent, vertically integrate our products to improve cost and performance, and expand operations to pursue revenue opportunities across the board, bringing long-term value to shareholders.”

This offering is being made in the United States only pursuant to a shelf registration statement on Form F-10 (File No. 333-280553) previously filed with the U.S. Securities and Exchange Commission (the “SEC”) and declared effective on September 10, 2024. The offering is made only by means of a prospectus supplement, which will be filed with the SEC and will be available on the SEC’s website located at www.sec.gov. Electronic copies of the prospectus supplement may be obtained, when available, by contacting Titan Partners Group LLC, a division of American Capital Partners, LLC, 4 World Trade Center, 49th Floor, New York, NY 10007, by phone at (929) 833-1246 or by email at [email protected].

This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

About POET Technologies Inc.

POET is a design and development company offering high-speed optical engines, light source products and custom optical modules to the artificial intelligence systems market and to hyperscale data centers. POET's photonic integration solutions are based on the POET Optical Interposer™, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. POET's Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. POET's Optical Interposer platform also solves device integration challenges across a broad range of communication, computing and sensing applications. POET is headquartered in Toronto, Canada, with operations in Singapore, Penang, Malaysia and Shenzhen, China. More information about POET is available on our website at www.poet-technologies.com

Media Relations Contact:
Adrian Brijbassi
[email protected] Contact:
Thomas R. Mika, EVP & CFO
[email protected]   About Titan Partners

Titan Partners Group, a division of American Capital Partners, is a boutique investment bank specializing in tailored solutions for publicly traded emerging growth companies. Titan Partners combines expertise, trust, dedication, and a forward-thinking approach to help clients achieve their strategic capital needs.

Titan Partners Contact
[email protected]
4 World Trade Center, 49th Floor
New York, NY 10007
(929) 833-1246
www.titanpartnersgrp.com

Cautionary Note Regarding Forward-Looking Information

This news release contains "forward-looking information" (within the meaning of applicable Canadian securities laws) and "forward-looking statements" (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995). Such statements or information are identified with words such as "anticipate", "believe", "expect", "plan", "intend", "potential", "estimate", "propose", "project", "outlook", "foresee" or similar words suggesting future outcomes or statements regarding any potential outcome. Such statements include, without limitation, the Company's expectations with respect to the Company’s products, the scalability of the POET Optical Interposer and the success of the Company's products, the Company's use of proceeds of this offering, the Company's cash position and being well-capitalized upon the closing of the offering and the Company being able to advance its business objectives. Such forward-looking information or statements are based on a number of risks, uncertainties and assumptions which may cause actual results or other expectations to differ materially from those anticipated and which may prove to be incorrect. Assumptions have been made regarding, among other things, management's expectations regarding the size of the market for its products, the capability of its operations to produce products on time and at the expected costs, the performance and availability of certain components, and the success of its customers in achieving market penetration for their products. Actual results could differ materially due to a number of factors, including, without limitation, the attractiveness of the Company's product offerings, performance of its technology, the performance of key components, and ability of its customers to sell their products into the market.

For further information concerning these and other risks and uncertainties, refer to the Company's filings on SEDAR+ at www.sedarplus.ca and on the website of the U.S. Securities and Exchange Commission at www.sec.gov. Although the Company believes that the expectations reflected in the forward-looking information or statements are reasonable, prospective investors in the Company's securities should not place undue reliance on forward-looking statements because the Company can provide no assurance that such expectations will prove to be correct. Forward-looking information and statements contained in this news release are as of the date of this news release and the Company assumes no obligation to update or revise this forward-looking information and statements except as required by applicable securities laws.
120 Eglinton Avenue, East, Suite 1107, Toronto, ON, M4P 1E2- Tel: 416-368-9411 - Fax: 416-322-5075

NEW YORK, Oct. 26, 2025 (GLOBE NEWSWIRE) -- Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of Avidity Biosciences, Inc. (NASDAQ: RNA) to Novartis for $72.00 per share in cash is fair to Avidity shareholders.

Halper Sadeh encourages Avidity shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].

The investigation concerns whether Avidity and its board of directors violated the federal securities laws and/or breached their fiduciary duties to shareholders by failing to, among other things: (1) obtain the best possible consideration for Avidity shareholders; (2) determine whether Novartis is underpaying for Avidity; and (3) disclose all material information necessary for Avidity shareholders to adequately assess and value the merger consideration.

On behalf of Avidity shareholders, Halper Sadeh LLC may seek increased consideration for shareholders, additional disclosures and information concerning the proposed transaction, or other relief and benefits. We would handle the action on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:
Halper Sadeh LLC
One World Trade Center
85th Floor
New York, NY 10007
Daniel Sadeh, Esq.
Zachary Halper, Esq.
(212) 763-0060
[email protected]
[email protected]  
https://www.halpersadeh.com

A shopper heads into a Walmart store Thursday, Oct. 16, 2025, in Englewood, Colo. (AP Photo/David Zalubowski)

Copyright 2025 The Associated Press. All rights reserved.

Walmart announced that its teaming up with OpenAI to enable shopping directly through ChatGPT. Starting this fall, according to Bloomberg, ChatGPT users will be able to shop nearly all of Walmart’s assortment, i.e. apparel, entertainment, packaged food, and even products from third-party sellers (the lone exception being fresh food), directly through a "buy" button without ever leaving the chat interface. Even one’s Walmart or Sam’s Club account will get automatically linked.

It’s an idea that is seamless, convenient, and potentially great for consumers. It’s also one that is a direct assault on Amazon’s e-commerce dominance.

Enter The Marketplace of MarketplacesHere’s where things start to get interesting. What OpenAI is creating with ChatGPT is what I would call the "marketplace of marketplaces." Walmart is smart to plug into it because it hits Amazon right where it hurts.

Search.

Prior to ChatGPT, commerce searches were a two-horse race, Google and Amazon. In 2023, aka prior to AI, according to eMarketer, somewhere in the range of 50% to 60% of consumers started their product searches either via Amazon or via search engines (i.e. Google), with Walmart, YouTube, Meta, and TikTok duking it out for the residual share of traffic.

Walmart, therefore, has nothing to lose by linking up with ChatGPT. It was third banana before and still will be, only now ChatGPT will serve as one big affiliate linking traffic schema for Walmart on a major share of e–commerce product searches to which Walmart previously never had access. In others words, it is a really juicy banana.

Moreover, even if Amazon takes a similar approach to Walmart and integrates with ChatGPT, Walmart should still win out in the long-run because of one word, “optionality.”

Think about it.

When all the items Walmart carries on its marketplace are almost exactly the same as what Amazon carries, who will win? The answer is whoever can offer more omnichannel options and conveniences.

The possibilities that ChatGPT’s language processing can work through are endless. For example, do you want to pick up your items at a store? Do you want them shipped to your house? Do you want them delivered same-day? The beauty of ChatGPT is that it will allow people to design the shopping experience that works best for them.

Walmart can offer that. Amazon can’t. Amazon doesn’t have 4,600 plus stores within 10 miles of 90% of the U.S. population. Walmart does. This is Walmart taking its physical store advantage and weaponizing it in the AI age.

The Strategic Exclusion Of Fresh Food Says More Than You ThinkThe fact that fresh food is not included in the offering indicates that Walmart is being extraordinarily thoughtful about this move. While many people, particularly my wife, are using ChatGPT for recipe creation and meal planning, Walmart understands that there is no point in catering to this behavior and showing its hand in grocery just yet.

Grocery is Walmart’s differentiation point. It’s Walmart’s biggest competitive advantage. It’s what separates Walmart from everyone else in the marketplace. According to Placer.ai, nearly one-third of all grocery trips in the United States run through Walmart. By excluding fresh food from this initial ChatGPT integration, Walmart is protecting what makes it special while still opening up a massive new channel for everything else.

Walmart is not saying that it will never do it. It is just not doing it to start. That restraint is what separates good strategy from great strategy.

The Retail Media EndgameWhat’s even greater or more admirable, however, is that this move is also about far more than just selling products, be it groceries or otherwise, through ChatGPT. It’s also about growing Walmart’s marketplace and the synergistic relationship between marketplaces and retail media. The faster Walmart, or any retailer for that matter, can grow its marketplace, the more high margin retail media dollars it can capture, high margin dollars that it can then redeploy back into Walmart’s omnichannel flywheel that has been running like a well-oiled machine for the past five or six years.

Last November, Walmart CFO John David Rainey told investors that, in just three years since starting up Walmart Connect (Walmart’s advertising arm), almost a third of Walmart’s overall operating income already comes from advertising.

Therefore, this ChatGPT integration won’t just help to drive product sales. It will also help to turn the already too hot-to-touch Walmart Connect business into a full-fledged conflagration.

Why This All Matters In The Long-RunWhat keeps me up at night is that we are watching the birth of a new commerce paradigm. AI agents and chat interfaces could, and possibly will, change how people discover and purchase products.

The retailers who figure out how to win in this environment are going to be the ones, like Walmart, who don’t fall asleep at the wheel like the industry did for the 10 or 15 years following the birth of e-commerce, and instead move early, move strategically, and think about how to turn their physical assets into competitive advantages rather than liabilities.

Traditional e-commerce taught us that convenience wins. The AI commerce era will teach us that convenience plus optionality will win even more. Having more options is always better than having none, especially when someone or something (AI) can reduce the cognitive load of the decision-making.

Walmart gets this.

Walmart understands that their stores aren’t just places to shop. They are also fulfillment centers, pickup locations, and experiential destinations all rolled into one. And in a world where ChatGPT or similar AI interfaces could become the primary way people search for and discover products, having stores should become an advantage over anyone that does not.

This is what intentional strategy looks like. This is what it means to be playing the long game while everyone else is worried about quarterly results.

So mark my words. This announcement is going to look even smarter years from now than it does today, and, if Amazon doesn’t respond with something equally bold, Amazon will run the risk of looking back on this day as the day it slipped on the peel of Walmart’s very own banana.

D-Wave Quantum shareholders are facing another round of stock dilution, but shares have still nearly quadrupled this year.

D-Wave Quantum (QBTS +5.05%) stock got hit with big sell-offs over the last week of trading after the company announced financial restructuring moves. The quantum computing specialist's share price closed out the stretch down 14.8% despite a gain of 1.9% for the S&P 500 and a gain of 2.3% for the Nasdaq Composite.

On Oct. 20, D-Wave announced that it was moving forward with the redemption of outstanding stock warrants -- a move that sent the company's share price tumbling. Despite a relatively large pullback over the last week of trading, the company's stock is still up roughly 289% this year.

Image source: Getty Images.

D-Wave stock sinks as company announces warrant plan
D-Wave's announcement that it was redeeming all of its public warrants prompted substantial sell-offs for the stock across Monday, Tuesday, and Wednesday's trading. While shares did see some significant recovery later in the week, the company's share price closed out the week deeply in the red.

The company redeemed approximately five million outstanding stock warrants and stated that it expected the warrants to cease trading on the New York Stock Exchange on Nov. 17. The news prompted waves of selling because the redemption of the warrants could result in new shares being issued when holders move to exercise their warrants. The company said that it expected stock dilution of less than 2.1% for existing shareholders in the event that all outstanding warrants are exercised.

Today's Change

(

5.05

%) $

1.57

Current Price

$

32.63

What's next for D-Wave Quantum?
Thanks to excitement surrounding technology breakthroughs and potential applications in artificial intelligence (AI) and other technology fields, excitement surrounding D-Wave and other quantum computing stocks has been red hot. As a result, quantum companies are currently commanding extremely growth-dependent valuations.

As of this writing, D-Wave is valued at approximately 455 times this year's expected sales. Investors will get a closer look at the company's performance and new tech initiatives when the quantum specialist reports its third-quarter earnings on Nov. 6.

Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of VOO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

, /PRNewswire/ -- 

Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of LifeMD, Inc. (NASDAQ: LFMD) between May 7, 2025 and August 5, 2025, both dates inclusive (the "Class Period"), of the important October 27, 2025 lead plaintiff deadline in the securities class action first filed by the Firm.

So what: If you purchased LifeMD securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the LifeMD class action, go to https://rosenlegal.com/submit-form/?case_id=43404 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than October 27, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the case: According to the lawsuit, defendants throughout the Class Period made materially false and/or misleading statements and/or failed to disclose that: (1) defendants materially overstated LifeMD's competitive position; (2) defendants were reckless in raising LifeMD's 2025 guidance, considering that they had not properly accounted for rising customer acquisition costs in LifeMD's RexMD segment, as well as for customer acquisition costs related to the sale of drugs designed to treat obesity, including Wegovy and Zepbound; and (3) as a result, defendants' statements about LifeMD's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the LifeMD class action, go to https://rosenlegal.com/submit-form/?case_id=43404 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm or on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.

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As more uncertainty hits the stock market, defensive sectors like healthcare are starting to look attractive once again. Healthcare stocks are a wide universe, with over 1,100 listed on major U.S. exchanges.

Many healthcare investors focus on faster-growing companies, or those in faster-growing segments of the sector, but it's a great place to find undervalued gems as well. Although plenty of stocks in this category are cheap for a reason, and are at risk of becoming value traps, there are a few where the market has overreacted, creating an ideal situation for contrarian investors.

That's the situation with the following three undervalued healthcare stocks.

Image source: Getty Images.

1. DaVita is not the value trap it appears to be at first glance
So far this year, shares in dialysis center operator DaVita (DVA +0.91%) have slumped, falling by around 14% since January. A variety of factors have put pressure on the stock.

These have included disappointing quarterly earnings releases, a ransomware attack, and reports on Warren Buffett's Berkshire Hathaway, a longtime DaVita shareholder, trimming its position.

However, while all of this gives DaVita some serious value-trap vibes, there are silver linings to these perceived negatives. Berkshire's steady selling has to do with a shareholder agreement in which it sells shares back to DaVita when its ownership percentage exceeds 45%. This happens often because DaVita continues to aggressively repurchase shares.

Today's Change

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0.91

%) $

1.17

Current Price

$

129.19

Regarding earnings, DaVita is expanding internationally. This growth, coupled with the stability of its U.S.-based core business, could mean more well-received quarterly earnings releases in the future. The stock, trading at a forward price-to-earnings ratio (P/E) of 11, could experience valuation expansion as well.

2. Merck could surge once its patent expiration issue is resolved
Merck (MRK +0.36%) has yet to release a blockbuster drug for weight loss, but the pharmaceutical giant continues to report strong earnings, namely from its cancer drug Keytruda. The issue, however, is that the drug's patent protection expires in 2028.

When that happens, the release of generic biosimilars will likely lead to a severe reduction in Keytruda sales. So it's not surprising you can buy this stock today for just 9 times forward earnings. However, Merck could find a solution to this big problem.

Today's Change

(

0.36

%) $

0.31

Current Price

$

87.49

The launch of Keytruda Qlex, a subcutaneously administered version, may mitigate the impact. Merck also has 20 potential blockbuster drugs in its pipeline, representing $50 billion in potential revenue. If these efforts calm worries about Keytruda, the stock could experience a moderate re-rating to a forward valuation in the low to mid-teens, on par with other pharma stocks.

3. Earnings growth could boost Universal Health Services
Universal Health Services (UHS +0.98%) owns facilities for acute care and behavioral healthcare services. Although it's on the smaller end of large-cap stocks -- valued at $13 billion -- not to mention steadily profitable, shares trade at a discount to similar names.

Today's Change

(

0.98

%) $

2.05

Current Price

$

210.68

The stock trades for only 9 times forward earnings estimates, while hospital operators like Tenet Healthcare and HCA Healthcare trade for 13 and 15 times forward earnings, respectively.

Still, assuming Universal Health Services' earnings keep growing in line with sell-side analysts' forecasts, not only could the stock rise in tandem with earnings growth, but there may also be room for shares to experience a moderate re-rating as well.

NEW YORK, Oct. 26, 2025 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Tronox Holdings plc (NYSE: TROX) between February 12, 2025 and July 30, 2025, both dates inclusive (the “Class Period”), of the important November 3, 2025 lead plaintiff deadline.

SO WHAT: If you purchased Tronox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Tronox class action, go to https://rosenlegal.com/submit-form/?case_id=44403 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 3, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made statements regarding Tronox’s overall expected growth and strength in its pigment and zircon commercial division. The lawsuit alleges that defendants made overwhelmingly positive statements to investors regarding these divisions, as well as on its ability to achieve 2025 revenue growth projections, to investors while at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Tronox’s ability to forecast the demand for its pigment and zircon products or otherwise the true state of its commercial division, despite making lofty long-term projections, Tronox’s forecasting processes fell short as sales continued to decline and costs increased, ultimately, derailing Tronox’s revenue projections. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Tronox class action, go to https://rosenlegal.com/submit-form/?case_id=44403 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

ULAANBAATAR, Mongolia--(BUSINESS WIRE)--Rio Tinto and China's State Power Investment Corporation (SPIC) Qiyuan have launched a trial of battery swap electric haul truck technology at the Oyu Tolgoi copper mine in Mongolia. The trial is Rio Tinto's first use of battery swap electric haul trucks in surface mining operations. This is a major step towards developing the cost-effective technology and operational learnings required to reduce emissions from mining haulage fleets – one of the largest c.

NEW YORK, Oct. 26, 2025 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Dow Inc. (NYSE: DOW) between January 30, 2025 and July 23, 2025, both dates inclusive (the “Class Period”), of the important October 28, 2025 lead plaintiff deadline.

SO WHAT: If you purchased Dow securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Dow class action, go to https://rosenlegal.com/submit-form/?case_id=44352 or call Phillip Kim, Esq. at 866-767-3653 or email [email protected] for more information. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than October 28, 2025. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and misleading statements and/or failed to disclose that: (1) Dow’s ability to mitigate macroeconomic and tariff-related headwinds, as well as to maintain the financial flexibility needed to support its lucrative dividend, was overstated; (2) the true scope and severity of the foregoing headwinds’ negative impacts on Dow’s business and financial condition was understated, particularly with respect to competitive and pricing pressures, softening global sales and demand for Dow’s products, and an oversupply of products in Dow’s global markets; and (3) as a result, defendants’ public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Dow class action, go to https://rosenlegal.com/submit-form/?case_id=44352 or call Phillip Kim, Esq. at 866-767-3653 or email [email protected] for more information.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

NEW YORK, Oct. 26, 2025 (GLOBE NEWSWIRE) -- Rosen Law Firm, a global investor rights law firm, continues to investigate potential breaches of fiduciary duties by the directors and officers of Danaher Corporation (NYSE: DHR).

If you currently own shares of Danaher stock, please visit the firm’s website at https://rosenlegal.com/submit-form/?case_id=17717 for more information. You may also contact Phillip Kim of Rosen Law Firm toll free at 866-767-3653 or via email at [email protected].

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

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Contact Information:        

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

Solana (SOL), the sixth-largest cryptocurrency by market capitalization, continues to attract institutional attention and regulatory momentum, yet its price performance remains restrained. While SOL's fundamentals indicate strong structural growth, the token is struggling to break above crucial resistance levels, signaling that a significant rally may still be some time away.

Strategy (formerly MicroStartegy) has slowed its Bitcoin purchases to the lowest level since 2020, dropping from tens of thousands of BTC per week.The slowdown stems from tighter financial conditions and a collapse in its equity premium, which has made raising capital for new buys difficult.Despite this, Michael Saylor continues to hint at another large-scale Bitcoin acquisition, reaffirming the company’s long-term commitment to the asset.Strategy (formerly known as MicroStrategy), the largest corporate Bitcoin holder, is acquiring the top crypto at its slowest pace in recent memory.

Yet its executive chairman, Michael Saylor, continues to hint that another large-scale purchase may be on the horizon.

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Strategy’s Bitcoin Buying Spree Significantly SlowsOn October 26, CryptoQuant analyst J. Maartunn reported a sharp decline in Strategy’s weekly Bitcoin acquisitions.

According to him, the company’s purchases have fallen from tens of thousands of BTC per week in late 2024 to roughly 200 BTC in recent weeks.

For context, the company was buying more than 10,000 BTC in a single week, including a record surge of 55,500 BTC at its peak.

Strategy’s Bitcoin Purchases. Source: CryptoQuantHowever, that figure has dwindled to a few hundred coins, the same level seen five years ago when the company was still testing its dollar-cost-averaging strategy.

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Meanwhile, this slowdown signals not waning conviction, but tighter financial conditions that have constrained new capital deployment.

Strategy’s equity issuance premium, the gap between its share price and the book value of its Bitcoin holdings, has plunged from 208% to 4%.

That collapse has made new stock offerings a far less efficient way to raise capital for additional Bitcoin buys.

Startegy’s MSTR Premium. Source: CryptoQuantAt the same time, the company’s stock price has fallen roughly 50% from its record high, while Bitcoin trades about 16% below its $126,000 all-time peak, hovering near $111,000 as of press time.

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These lower market valuations and thinner financing options have inadvertently forced Strategy to moderate its buying pace.

Saylor Hints at ‘Orange Dot Day’Despite the slowdown, Saylor continues to signal that Bitcoin remains central to the company’s treasury strategy.

On X, he posted a screenshot of Strategy’s Bitcoin tracker alongside the phrase “It’s Orange Dot Day.” This is a cryptic cue he has used repeatedly ahead of official purchase announcements.

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Notably, such posts often precede formal filings, suggesting that another buy could arrive soon.

However, even with reduced frequency, Strategy remains one of the most aggressive institutional accumulators in the market. The firm has spent roughly $19.5 billion on Bitcoin in 2025 alone, trailing only its $21.7 billion total from 2024.

Strategy’s Yearly USD Investments in Bitcoin. Source: CryptoQuantThese purchases have helped push Strategy holdings to 640,418 BTC, which equates to around 3.2% of all Bitcoin in circulation.

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