Category: 3. Business

  • Connecting home solar and electric vehicle batteries to the grid could boost South Africa’s clean energy and strengthen the electricity system

    Connecting home solar and electric vehicle batteries to the grid could boost South Africa’s clean energy and strengthen the electricity system

    South Africa has committed to reaching phasing out human-caused carbon pollution by 2050. To get there, it needs to push as much renewable energy as possible into the national grid.

    The country is the world’s 15th largest carbon polluter. It’s one of only a handful of countries still heavily dependent on burning coal to generate electricity. The country’s transport system is totally reliant on crude oil and its derivatives.




    Read more:
    What’s stopping sunny South Africa’s solar industry? Court case sheds light on the wider problem


    One of the keys to the transition to net zero is decarbonising household energy consumption. This means finding ways for homes to reduce the greenhouse gases that cause global warming. At the moment, household energy use contributes up to 40% of total emissions.

    I am an engineer and technology management specialist who recently researched how South Africa could use excess clean power from rooftop solar systems on homes if it was fed into the grid. I also studied how battery electric vehicles could be used to store solar energy at home, and feed this into the grid too.

    The following analogy explains the idea: think of South Africa’s current solar energy potential like a leaking rainwater tank. It has plenty of “rain” (sunlight). But because it lacks the “pipes” (bidirectional meters) and “extra buckets” (electric vehicle batteries), half of that “water” (clean energy) spills onto the ground unused.




    Read more:
    How South Africa can spread renewable energy to low income areas


    Instead, a system could be built that captures every drop of sunlight. This solar energy could be shared between the house, the car, and the neighbours to ensure the whole community has enough. Commercial projects based on this approach are already operational in China, Japan and Germany.

    The biggest obstacle to this idea in South Africa is that both small-scale solar and electric vehicles are too expensive for most households, as we showed in two recently published studies on solar electricity for homes and electric vehicles.




    Read more:
    Electric vehicles in South Africa: how to avoid making them the privilege of the few


    Fortunately, there is a solution: the aggressive use of two technologies. The first would be giving every home with solar power a bidirectional (two-way) meter. This is a meter that allows homeowners to sell their excess solar power back to the grid. The second would be giving electric vehicle owners a vehicle-to-grid device so that they could store excess solar power in their electric vehicle batteries and sell it back to the national grid.

    We believe that a synchronised effort between two novel technology adoptions – infrastructure modernisation (installing bidirectional smart grids and vehicle-to-grid devices in homes) – could dramatically increase the country’s clean energy production.

    Energy from small-scale embedded solar systems

    Rooftop solar systems installed on residential buildings are estimated to generate about 40% more energy than the residences need. This is because most rooftop solar systems are set up to generate enough energy to power a house during winter when the demand is greatest – people run heaters and tumble driers – and sunlight is at its weakest.




    Read more:
    Home solar systems in South Africa: more will be installed if households are given loans, free maintenance and security


    If these homes were fitted with bidirectional meters, which are already widely available, they could sell their unused solar power back to the grid.

    Municipalities could also benefit by buying the excess renewable energy generated by homes and reselling it. In Cape Town alone, the city would generate an estimated R144 million (US$8.8 million) per year from doing this, equivalent to an additional 3% in profit, if the bidirectional meters were in place. At the same time, it would be supporting a more inclusive energy transition and reducing the amount of greenhouse gas produced by burning coal to generate power.

    Vehicle-to-grid devices

    My research also found that home solar systems could be integrated with battery electric vehicles using vehicle-to-grid devices. These are systems that allow batteries from electric vehicles to be integrated with electrical devices in a home (fridges, geysers and heaters) and with the national grid. In other words, electric vehicle owners would use their vehicle-to-grid device to sell power to the national grid.

    This would benefit the grid and the vehicle owners, but most importantly would reduce the yearly costs of running an electric vehicle (the combined cost of the electricity the vehicle needs to run, the cost of the vehicle itself and the annual operating costs).

    In practice, this would need electric car owners to charge their cars between 10am and 4pm every day when solar power generation is at its peak. This would mean that the car owners could subsidise their travel costs using “free” excess solar energy.




    Read more:
    Electric vehicles in Africa: what’s needed to grow the sector


    This would be ideal for people who worked from home or used their vehicles for transport to and from work or school in the early morning and late afternoon. Charging stations at workplaces would also achieve this.

    The vehicle battery (typically 40–100 kWh) could then be used by people to power their homes during peak night periods or sell energy back to the grid, while leaving sufficient energy in the battery for the morning travel. Again, this would offset the yearly costs of owning an electric vehicle and boost the national grid by peak shaving.




    Read more:
    Battery swapping stations powered by solar and wind: we show how this could work for electric vehicles in South Africa


    If homeowners managed this well, by generating enough green energy and avoiding the use of energy from the grid, home and vehicle owners should be able to pay no more than they would if they were driving internal combustion engine vehicles that run on petrol, and using electricity from the national power utility, Eskom. In other words, switching to a renewable energy option would be possible without additional cost.

    What needs to happen next

    Net Zero by 2050 is not an aspiration of a small group of environmental activists; it is a legal obligation under South Africa’s Climate Change Act. Despite what climate change denialists may claim, it is not a preferred option – it is the only option.

    Bidirectional meters and vehicle-to-grid charging stations would help the country reach this goal.

    However, the question of who pays for home bidirectional meters, their installation and having them certified has become highly contested. I argue that the state-owned electricity provider, Eskom, and the municipalities should cover the cost of both registration and metering. It shouldn’t be paid by the homeowners.




    Read more:
    Satellite images reveal the dark side of household solar power – South Africa’s green transition is only for a few


    This is because the benefit for electricity distributors is at least five times the cost of the meter itself. Distributors get cheap energy and sell it to other customers. The grid also benefits from having more renewable energy being fed into it.

    Without technology like this, the cost of transitioning to a green energy future remains too high for individual households. But with the technology, the transition becomes economically competitive.

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  • Anavex Life Sciences to Announce Fiscal 2026 First Quarter Financial Results on Monday, February 9, 2026

    Anavex Life Sciences to Announce Fiscal 2026 First Quarter Financial Results on Monday, February 9, 2026

    By clicking “Continue,” you acknowledge that you are leaving the Anavex Life Sciences website and will be redirected to a third-party website operated by NASDAQ or its affiliates.

    Anavex Life Sciences does not own, control, maintain, or endorse the content on third-party websites and is not responsible for their accuracy, completeness, or reliability. Any information available through this link is provided by third parties and does not represent the views, opinions, forecasts, or predictions of Anavex Life Sciences or its management.

    The linked content is provided for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. Investors should rely on their own independent judgment and consult professional advisors before making any investment decisions.

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  • One Generation Runs the Country. The Next Cashed In on Crypto. – The Wall Street Journal

    1. One Generation Runs the Country. The Next Cashed In on Crypto.  The Wall Street Journal
    2. Trump claims “I have helped cryptocurrency more than anyone,” while investors have poured $31.2 million into the bitcoin market.  Bitget
    3. Πληροφορίες από HASNAIN NADEEM 786(@HASNAINNADEM)  Binance
    4. Why Trump-Linked Crypto Stocks And Tokens Are Back On Traders’ Radar  Stocktwits
    5. One generation runs the country. The next cashed in on crypto  MSN

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  • Assessing ERAMET (ENXTPA:ERA) Valuation After Recent Share Price Momentum And DCF Upside Potential

    Assessing ERAMET (ENXTPA:ERA) Valuation After Recent Share Price Momentum And DCF Upside Potential

    Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.

    ERAMET (ENXTPA:ERA) has recently drawn investor attention after a period where the share price showed mixed short term moves, followed by a strong gain over the past 3 months. This has prompted a closer look at fundamentals.

    See our latest analysis for ERAMET.

    At a share price of €68.05, ERAMET has seen a 28.4% 90 day share price return and a 23.6% 1 year total shareholder return, while the 3 year total shareholder return remains negative. This indicates that recent momentum looks stronger than the longer term picture.

    If ERAMET’s recent move has you thinking about other materials names, you might like our screener of 28 best rare earth metal stocks as a starting point for further ideas.

    With ERAMET trading at €68.05 and sitting above the average analyst price target, yet flagged with a large estimated intrinsic discount, you have to ask if the market is missing something or already pricing in better days ahead?

    On the pricing side, ERAMET’s last close of €68.05 lines up with a P/S of 0.7x, which screens as inexpensive against both peers and the wider European metals and mining group.

    The P/S ratio compares the company’s market value to its revenue, so a 0.7x multiple means investors are paying €0.70 for every €1 of annual sales. For a business generating €2,915.0m of revenue but currently reporting a net loss of €97.0m, using sales instead of earnings can be a practical way to benchmark valuation while profitability remains weak.

    According to Simply Wall St’s checks, ERAMET looks good value on several fronts: its 0.7x P/S is in line with the peer average of 0.7x, sits below the European metals and mining industry average of 1.1x, and is also well below an estimated fair P/S of 3.8x that their model suggests the market could move towards if sentiment and fundamentals aligned.

    Explore the SWS fair ratio for ERAMET

    In addition, our DCF model currently estimates ERAMET’s future cash flow value at €413.52 per share, compared with the current €68.05 share price. The SWS DCF model projects future cash flows and discounts them back to today using an appropriate rate, which can sometimes result in very large intrinsic value gaps for companies where expectations for future cash generation differ from what the market is currently pricing.

    For ERAMET, which is still loss making but has forecasts pointing to earnings growth and an expected return on equity of 5.8% in three years, a cash flow based approach puts more weight on the path back to profitability than on today’s income statement. That can lead to a very different view compared with simple multiples.

    Look into how the SWS DCF model arrives at its fair value.

    Result: Price-to-Sales ratio of 0.7x (UNDERVALUED)

    However, ERAMET is still reporting a €97.0m loss and operates in cyclical manganese and nickel markets. Weaker pricing or project setbacks could quickly challenge this valuation gap.

    Find out about the key risks to this ERAMET narrative.

    While the 0.7x P/S suggests ERAMET looks inexpensive, our DCF model goes much further, putting future cash flow value at €413.52 per share versus today’s €68.05 price. That is a very large gap, so you have to ask whether the cash flow assumptions or the market are off the mark.

    Look into how the SWS DCF model arrives at its fair value.

    ERA Discounted Cash Flow as at Feb 2026

    Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out ERAMET for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 237 high quality undervalued stocks. If you save a screener we even alert you when new companies match – so you never miss a potential opportunity.

    If you look at the numbers and reach a different conclusion, or simply prefer to test your own view against the data, you can build a personalised thesis in just a few minutes, starting with Do it your way.

    A great starting point for your ERAMET research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

    If you want to stress test your view on ERAMET and keep your watchlist fresh, use the screeners below to spot opportunities you might otherwise miss.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

    Companies discussed in this article include ERA.PA.

    Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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  • China’s aluminium smelters embark on green long march

    China’s aluminium smelters embark on green long march

    China’s aluminium industry has embarked on a green long march, moving millions of tonnes of production from the northern coal country, its stronghold for seven decades, to pockets of the south and west rich in renewable energy.

    The country’s output of electrolytic aluminium, the sector’s main product, reached 43.8mn tonnes in 2024, accounting for about 60 per cent of the world’s total production, according to local industry data.

    However, following a spree of relocations in recent years, 13mn tonnes of that capacity — about 30 per cent — now comes from new smelters in areas with clean energy and low-development costs in Yunnan, Sichuan, Xinjiang and Inner Mongolia.

    The years-long multibillion-dollar relocation project is helping decarbonise one of the world’s dirtiest industries. Analysts believe the aluminium sector’s success will serve as a blueprint for Beijing to direct more aggressive production caps and capacity swapping in other industries.

    “In China, there is always this trial system: you start from a city or province and, if it is successful, you ramp it up at a national level, and sectors are also the same,” said Isadora Wang, head of China at energy think-tank Transition Asia.

    “The aluminium sector has been the most successful in implementing this capacity swap policy, but if it is proven to be useful, to be effective, then different sectors with some similarities will use it.”

    A hydropower station in Yunnan, where many Chinese aluminium smelters have relocated © Yang Zheng/VCG via Getty Images

    Change has gathered pace since 2017, when China’s government set an annual domestic production cap of 45.5mn tonnes. The following year Beijing prohibited new smelting capacity in parts of the country already subject to strict air pollution prevention measures. And in 2020, President Xi Jinping set a goal for China to reach peak CO₂ emissions by 2030 and net zero emissions by 2060.

    Taken together, these rules mean that companies building new smelters in the south and west also have to decommission an equivalent capacity in their traditional northern hubs, where they are dependent on coal-fired electricity.

    Today, beneath clear skies in the south-western province of Yunnan, the future of an industry that has historically contributed to 5 per cent of China’s carbon emissions is coming into view.

    Spanning several square kilometres, the industrial park in the small city of Wenshan houses new energy-hungry smelters producing alloys crucial for everything from ships and smartphones to electric vehicles and high-speed trains.

    Nearby is a vast web of high-voltage lines delivering electricity from the region’s hydropower stations. The surrounding hills are either clad with solar panels or topped with wind turbines.

    “China’s aluminium industry is undergoing a profound and systematic transformation,” Le Jiawen, Wenshan’s mayor, told local industry members at an event attended by the FT.

    “Industrial competition is shifting from a battle of scale and cost to a comprehensive contest of ‘green’ and ‘low-carbon’ advantages.”

    Plans have been drawn up for a new rail line to be constructed by about 2030, connecting the industrial zone to customers in China and neighbouring Vietnam and Laos, officials said.

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    China Hongqiao, the country’s biggest private-sector aluminium group by production volume, expects to finish its second smelter in Wenshan this year. When complete, its Yunnan operations will account for 4mn tonnes of annual capacity, just over 60 per cent of its total and equivalent to the US’s entire aluminium output.

    Hongqiao, based in north-eastern Shandong, did not provide specific investment figures for the Yunnan relocation. However, according to company filings, the budget for its two new smelters was a combined Rmb45.6bn ($6.5bn).

    A corporate presentation stated the relocation, paired with investments in solar and wind production in Shandong and Yunnan, would slash about two-thirds of the company’s carbon emissions.

    Further impetus for the relocations has come from environmental policies in Brussels. The EU’s carbon border adjustment mechanism means future imports of products such as steel, aluminium, cement and fertilisers face a carbon levy.

    Within China, the relocation policy has raised questions about the viability of northern rust-belt regions, which risk being left behind by the green transition. Hongqiao said it would boost development and production of lower-volume, higher-value products in Shandong.

    Environmentalists are also concerned that investments by some Chinese groups in Indonesia to secure bauxite-based materials — a key feedstock for aluminium in which China lacks supply — are underpinning coal-fired electricity growth in the south-east Asian nation.

    Analysts from Dutch bank ING noted in December that China’s aluminium output was close to its self-imposed 45mn-tonne cap, keeping global prices high and prompting Chinese companies to expand capacity overseas.

    US-based Human Rights Watch also highlighted in a 2024 report how an increasing proportion of aluminium being produced in Xinjiang raised the risk of multinational companies’ supply chains being implicated in Beijing’s long-running campaign of repression in the region.

    A worker operates machinery to move large rolls of aluminium material between rows of metal coils in a factory workshop.
    Aluminium materials in use at a Hangzhou workshop. It is claimed China now boasts the world’s only ‘complete’ aluminium ecosystem, including more than 20 industry clusters nationwide © Costfoto/Future Publishing via Getty Images

    The decarbonisation strategy has sparked aggressive competition between China’s cash-strapped local governments, each aggressively vying for investments.

    Official promotional material from Inner Mongolia and Yunnan, reviewed by the FT, shows governments offering policy support including tax breaks, research and development subsidies, and cheap electricity, water, gas and land.

    The low power prices in particular are an “important consideration” for companies as they choose new locations, said Shen Xinyi, who leads the China team for the Centre for Research on Energy and Clean Air, a European think-tank.

    In a presentation to industry members in December, Fan Shunke, deputy secretary of the Communist Party committee for the China Nonferrous Metals Industry Association, said the relocation strategy and production caps meant emissions from China’s aluminium industry had peaked in 2024.

    He touted that China now boasted the world’s only “complete” aluminium ecosystem, pointing to more than 20 industry clusters nationwide that included not only smelters but also facilities for producing bauxite and prebaked carbon anodes.

    “The US does not have this, Europe is even less capable and the Middle East wants to build one,” said Fan.

    Additional contributions by Wenjie Ding in Wenshan

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  • Is India about to make Ozempic-like weight-loss drugs a whole lot cheaper?

    Is India about to make Ozempic-like weight-loss drugs a whole lot cheaper?


    Mumbai, India
     — 

    On any given morning in Mumbai’s Shivaji Park, power-walkers circle the running track, fitness watches buzzing with every step. Minutes later, some drift toward nearby food stalls, where oil sizzles and hot samosas and syrupy jalebis land on paper plates. It’s a snapshot of India’s uneasy relationship with health and indulgence – and the backdrop to a fast-growing medical and commercial frenzy.

    That frenzy is over the imminent expiry of a patent protecting semaglutide, a protein that mimics a hormone telling your brain that you’re not hungry. It’s a key ingredient in Novo Nordisk’s wildly popular injectable weight-loss drug Ozempic.

    Novo Nordisk’s India patent will expire in March. And the country’s colossal pharma production industry is gearing up to take advantage by selling generic versions.

    Analysts there predict a price war that could drive the cost of some weight-loss drugs down by as much as 90 percent in India – and possibly in other countries too. Jefferies, the investment bank, describes it as a “magic pill moment” for India, projecting that the semaglutide market could grow to $1 billion.

    “We are fully prepared and geared up,” Namit Joshi, chairman of the government’s Pharmaceuticals Export Promotion Council of India (Pharmexcil), told CNN. “There will be a bombardment of this product the moment the patent expires.”

    Just as India – known as the “pharmacy of the world” – helped make HIV drugs cheaper and more widely available decades ago, analysts say it could become the key, low-cost supplier of a new global health revolution against obesity.

    The shift could also be transformative for India, currently the world’s diabetes capital and among the fastest-growing markets on the planet for anti-obesity treatments and drugs. By 2050, 450 million adults in India are projected to be overweight, according to an estimate in medical journal The Lancet.

    Semaglutide mimics a hormone that regulates appetite and blood sugar – essentially, it tells your brain you’re full. It’s the core part of popular commercially available anti-obesity drugs like Ozempic, which is often sold pre-loaded into a syringe that patients self-inject with.

    It’s a method India’s pharma giants are confident they can replicate, come March.

    At least 10 Indian firms, including Dr. Reddy’s Laboratories, Cipla, and OneSource Specialty Pharma have started processes to manufacture semaglutide weight-loss drugs, according to documents reviewed by CNN.

    OneSource says it is investing nearly $100 million as part of plans to ramp up production capacity by five times over the next 18 to 24 months, particularly for drug-device combination products – things like syringes prepped with weight-loss drugs, including semaglutide.

    Another Indian company, Biocon, told CNN it has commissioned an injectables facility in the city of Bengaluru, designed to serve both domestic and international markets, with a total investment of around $100 million.

    The firm is hoping to launch the products in 2027, CEO Siddharth Mittal added, and has plans to export to Brazil and Canada.

    Rival firm Dr. Reddy’s told Reuters it plans to launch the generic version of semaglutide in 87 countries, including India, next year. Its CEO Erez Israeli said he expects the generic drug to generate “hundreds of millions of dollars” in sales for the company.

    Pharmexcil’s Joshi believes the average price of a monthly dose in India could fall to $77 within a year after the patent’s expiry, and eventually to around $40.

    That kind of pricing wont be seen on US shelves anytime soon – Ozempic’s US patent doesn’t expire until the 2030s.

    At 70 years old, Mahesh Chamadia had almost given up on the idea of losing weight. The Mumbai accountant wakes at 4:30 a.m. for badminton, keeps a treadmill at home, and has tried gyms, diets, and yoga. But the weight always came back. After 25 years of trying, he needed to find a solution, and fast. “I did not want to carry this heavy weight as I got older and older,” he told CNN.

    Then, in 2024 Chamadia started reading about a new class of injectable drugs making headlines abroad. Every week, he scoured the papers for updates. At his checkups, he would quiz his doctor: When are they coming to India?

    By March 2025, when Eli Lilly’s tirzepatide (sold under the brand name Mounjaro) hit Indian pharmacies, he was first in line. “I told my doctor, I want to try it,” he recalls.

    Nine months later, he’s 10 kilograms (22 pounds) lighter – more than he’s lost in decades. His blood sugar sometimes dips to 100, the unicorn number for diabetics, something he says has “never happened in his history of 25 years of diabetes.”

    Vials of Mounjaro, a tirzepatide injection drug used for treating type 2 diabetes and weight loss, are seen in a fridge at a health clinic in Hyderabad, India, on April 14, 2025.

    His triglycerides – the most common type of body fat – fell for the first time, his energy surged, and even his cravings reduced. “Every Sunday for 25 years I brought samosas home after badminton. Now I don’t. My cravings have become negligible.”

    According to research firm Pharmarack, Mounjaro has quickly risen to become India’s second-largest pharmaceutical brand in September 2025 – just six months after its launch. A boom in weight-loss drug sales has transformed Eli Lilly into a Wall Street heavyweight, its stock up more than 35% this year and its market value recently crossing $1 trillion.

    The medicine doesn’t come cheap. Chamadia says he spends around 25,000 Indian rupees ($280) per month on his injections – more than the salary of many workers.

    “Yes, it is expensive,” he says, “but it doesn’t matter too much. My insulin doses have come down, some of my other diabetes medicines have reduced.”

    These drugs are not without risks. According to the website of Wegovy, another popular brand, the most common side effects include nausea, diarrhea, vomiting, constipation, abdominal pain, and headaches.

    And in a country where Bollywood stars and social media influencers heavily shape body image, doctors worry the drugs could be misused.

    Some clinics have already started advertising these injections as part of pre-wedding crash slimming programs to help brides or grooms get into shape quickly for their big day.

    “Whenever you have a surge in demand, especially with weight-loss drugs, there is bound to be misuse,” obesity specialist Dr. Rajiv Kovil told CNN.

    “These are not meant for cosmetic slimming before a wedding or a party,” he cautioned.

    “The management of obesity comes as a package; semaglutide is just one tool,” said Dr. Atul Luthra, endocrinologist at Fortis Hospital, near the capital New Delhi.

    “Regular physical activity and a proper diet not only improve the efficacy of semaglutide but also help with its tolerability. If people don’t follow the required dietary precautions, they will experience more stomach and intestine-related side effects.”

    Back in his doctor’s office, Chamadia scrolls on his phone, scanning news alerts about the soon-to-launch higher-dose injection pens. “It should have arrived in India by now,” he says, glancing at the doctor. For him, each delivery is more than a prescription refill – it’s a measure of progress, of finally gaining control over his health.

    Doctors, meanwhile, are bracing for a flood of new patients seeking the injections – some, like Chamadia, who medically qualify, and others drawn by the lure of a quick fix.

    For doctors and policymakers, the countdown will carry a different urgency: whether this new era of weight-loss drugs can meaningfully tackle an obesity epidemic projected to engulf nearly half a billion Indians, or whether it will leave the country chasing a solution in a syringe while ignoring the harder work of changing diets and lifestyles.

    Chamadia, for one, is convinced. He is already urging his 38-year-old son, who is also struggling with obesity and diabetes, to join him in injecting appetite-suppressing drugs.

    “This is not only about weight loss,” Chamadia insists. “It is about controlling everything else – sugar, fatty liver, lipids.”

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  • Monolithic Power Systems (MPWR) Is Up 9.4% After Dividend Hike And Revenue Guidance Update

    Monolithic Power Systems (MPWR) Is Up 9.4% After Dividend Hike And Revenue Guidance Update

    • In early February 2026, Monolithic Power Systems reported past fourth-quarter and 2025 results with higher sales year on year, issued first-quarter 2026 revenue guidance of US$770.0 million to US$790.0 million, announced a quarterly dividend increase from US$1.56 to US$2.00 per share, and outlined the planned retirement of long-serving CFO Bernie Blegen, with Corporate Controller Rob Dean to become interim CFO.

    • An interesting angle for investors is how the company is pairing a sizable dividend boost and above-consensus revenue outlook with a carefully managed finance leadership transition designed to maintain continuity.

    • With this backdrop, we’ll examine how the combination of stronger-than-expected revenue guidance and a higher dividend shapes Monolithic Power Systems’ investment narrative.

    Capitalize on the AI infrastructure supercycle with our selection of the 33 best ‘picks and shovels’ of the AI gold rush converting record-breaking demand into massive cash flow.

    To own Monolithic Power Systems today, you need to be comfortable paying a rich multiple for a company that is leaning into growth, capital returns and a complex end-market mix. The latest quarter reinforced that picture: revenue continued to rise year on year, Q1 2026 guidance of US$770.0 million to US$790.0 million came in above prior expectations, and the dividend was lifted to US$2.00 per share, even as earnings over the past year were lower than the prior period and net margins compressed. Those moves, together with a share price that has already run hard, keep execution risk and valuation front and center over the short term. The planned CFO transition, with a long-tenured insider stepping in as interim, appears designed to limit disruption rather than change the thesis in a material way.

    However, investors should be aware that paying up for strong guidance does not remove valuation and execution risk. Monolithic Power Systems’ shares are on the way up, but could they be overextended? Uncover how much higher they are than fair value.

    MPWR 1-Year Stock Price Chart

    Twelve Simply Wall St Community fair values span roughly US$428 to about US$1,198 per share, underlining how far apart private investors can be on MPWR. Set against rich current multiples and a higher dividend commitment, that spread invites you to weigh differing views on how much growth and margin resilience the business can realistically deliver.

    Explore 12 other fair value estimates on Monolithic Power Systems – why the stock might be worth as much as $1198!

    Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.

    Every day counts. These free picks are already gaining attention. See them before the crowd does:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

    Companies discussed in this article include MPWR.

    Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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  • Washington Post publisher Will Lewis abruptly resigns amid criticism of staff cuts | Washington Post

    Washington Post publisher Will Lewis abruptly resigns amid criticism of staff cuts | Washington Post

    Will Lewis, the Murdoch media veteran who took over as publisher and chief executive of the Washington Post in early 2024, announced abruptly on Saturday evening that he is leaving the company.

    His departure comes just three days after the Post laid off nearly one-third of its entire staff, citing the need to cut costs and reposition the money-losing publication. Lewis, who did not appear on the all-staff meeting during which the cuts were announced, has faced criticism for his absence and leadership.

    “All – after two years of transformation at The Washington Post, now is the right time for me to step aside,” Lewis wrote in an untitled email to Post staffers obtained by the Guardian. “I want to thank Jeff Bezos for his support and leadership throughout my tenure as CEO and Publisher. The institution could not have a better owner.”

    Lewis then addressed some of the criticism that the Post has received in recent days, including from many current employees. At least 300 journalists were cut from the Post’s newsroom in one of the largest round of layoffs in American media history.

    “During my tenure, difficult decisions have been taken in order to ensure the sustainable future of The Post so it can for many years ahead publish high-quality nonpartisan news to millions of customers each day,” Lewis wrote, signing off: “With gratitude, Will.”

    Jeff D’Onofrio, who only joined the Post in June as chief financial officer, will serve as acting publisher and chief executive.

    “This is a challenging time across all media organizations, and The Post is unfortunately no exception,” D’Onofrio wrote in a memo to staffers. “I’ve had the privilege of helping chart the course of disrupters and cultural stalwarts alike. All faced economic headwinds in changing industry landscapes, and we rose to meet those moments. I have no doubt we will do just that, together.

    “I’m honored to take the helm as acting Publisher and CEO to lead us into a sustainable, successful future with the strength of our journalism as our north star,” he wrote. “I look forward to working shoulder to shoulder with all of you to make that happen.”

    Bezos, who has owned the Post since 2013, and who has received heavy criticism in recent days for his stewardship of the publication, released a statement touting the Post and its new leadership team – without addressing Lewis’s tenure overseeing the company.

    “The Post has an essential journalistic mission and an extraordinary opportunity. Each and every day our readers give us a roadmap to success. The data tells us what is valuable and where to focus,” Bezos said. “Jeff, along with [executive editor Matt Murray] and [opinion editor Adam O’Neal], are positioned to lead The Post into an exciting and thriving next chapter.”

    During an interview last week, Murray defended Lewis when asked about his absence. “Look, Will has been engaged with me very closely on this for a long time,” Murray told Fox News. “And there were a lot of things that the company did and Will was engaged with all across the company, and I wasn’t. He had a lot of things to tend to today.”

    Lewis also faced criticism when a former Post sports reporter published a photo of him at the festivities for Sunday’s Super Bowl, even after the Post largely destroyed its sports section, laying off writers who cover football.

    Lewis, 56, joined the Post after a lengthy career working for Rupert Murdoch’s media properties. Most recently, Lewis had spent six years as chief executive officer and publisher of the Wall Street Journal, departing in 2020.

    Lewis began his career as a journalist at the Financial Times. After working as business editor at the Sunday Times and editor in chief of the Telegraph from 2005 to 2010, Lewis was appointed group general manager at what was then called News International.

    He played a key role in handling the aftermath of the hacking scandal that enveloped Murdoch’s UK media properties as part of the company-created management and standards committee that handled the company’s interactions with police investigating the allegations. Lewis said upon joining the Post that he did not plan to discuss his role in the aftermath of the hacking scandal any further.

    His departure was celebrated by some current and former Post journalists who spoke with the Guardian.

    “Will can put on British charm and knows how to manage up but eventually results matter,” said Glenn Kessler, a former Post journalist who has been critical of the paper’s leadership. “Every initiative he launched failed and he never found a way to boost readers for the Post.”

    “Will Lewis’s exit is long overdue. His legacy will be the attempted destruction of a great American journalism institution,” said the union representing most Post employees. “But it’s not too late to save The Post. Jeff Bezos must immediately rescind these layoffs or sell the paper to someone willing to invest in its future.”

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  • Why BofA’s Hartnett Sees A Main Street Boom Ahead Of The Midterms

    Why BofA’s Hartnett Sees A Main Street Boom Ahead Of The Midterms

    Bank of America’s top investment strategist Michael Hartnett is urging investors to flip the script, backing Main Street over global elites as cooling inflation, AI disruption and political pressure reshape markets ahead of U.S. midterms.

    The expert laid out a bold call in his latest Flow Show report: Investors should “stay long Detroit, short Davos” — favoring U.S. small and mid‑caps, banks, REITs, emerging markets, and international equities over the so‑called Magnificent 7 and other Big Tech giants.

    Hartnett’s core message is that markets are beginning to price a political and economic pivot toward affordability.

    That shift matters.

    Don’t Miss:

    Assets punished during the big bond bear market of the early 2020s are quietly outperforming the elite “Davos” trades that dominated portfolios for years.

    Since the Trump inauguration in January 2025, the so-called “Bro Billionaire” basket – an equally weighted mix of Nvidia Corp. (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), Palantir Technologies Inc. (NYSE:PLTR), Tesla Inc. (NASDAQ:TSLA), ARK Innovation ETF (NYSE:ARKK), Apollo Global Management Inc. (NYSE:APO), Blackstone Inc. (NYSE:BX), Oracle Corp. (NYSE:ORCL), Coinbase Global Inc. (NASDAQ:COIN), and Bitcoin (CRYPTO: BTC) are up roughly 6%, while U.S. small caps – tracked by the iShares Russell 2000 ETF (NYSE:IWM) – are up closer to 13%.

    That divergence may look modest, but historically it’s how regime changes begin: slowly, then suddenly.

    The expert indicates that a series of macroeconomic and political shifts are underpinning this rotation. With inflation surprises tilting to the downside and artificial intelligence (AI) adoption cooling the labor market, affordability pressures — on energy, healthcare, credit, housing, and electricity — have moved to the political foreground.

    Hartnett said the team stays long Main Street and short Wall Street until Trump’s approval rating rises on affordability-focused policy.

    Trending: This Real Estate Fund Pays 10x More Than the Average Savings Account – Invest From Just $100

    A key risk sits with the former market leaders as Hartnett warns of a flip from asset-light to asset-heavy business models.

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