Fastly Option Alert: Jan, 2027 $10 Puts at the Bid: 5000 vs 1037 OI

Fastly Option Alert: Jan, 2027 $10 Puts at the Bid: 5000 @ $3.79 vs 1037 OI; Ref=$7.96

Fastly (NYSE:FSLY) 株価情報

Fastly

Fastly operates a content delivery network, which is necessary for entities to provide faster and more reliable online content. Fastly's strategy differs from traditional CDNs, which focus on locating servers in as many locations as possible to store copies of files that consumers most use. Fastly is in far fewer sites than traditional CDNs, but it houses servers in the most network-dense data centers. Instead of simply storing static content, it allows its customers to program on its platform, enabling edge computing and better service of the more dynamic content that was traditionally not well served by CDNs. Fastly gears its service to the largest, most sophisticated enterprises rather than small companies and generated nearly three fourths of its revenue in the United States in 2024.

Fastly Inc

WIIM

Deutsche Bank shares are trading higher after the company reported a year-over-year increase in Q1 financial results.

JP Morgan analyst Samik Chatterjee reinstates Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) with a Overweight and announces $185 price target.

News

Price Target

Initiation

Analyst Ratings

QCOM

JP Morgan Reinstates Overweight on Qualcomm, Announces $185 Price Target

SOFI

SoFi Technologies shares are trading higher after the company reported better-than-expected Q1 financial results and raised its FY25 guidance above estimates.

Billionaire investor Ray Dalio recently sounded the alarm on the future of the United States, warning of a breakdown in the global order and the end of America's dominant economic role. In response, Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk challenged Dalio's core claim—suggesting that China, not the U.S., is now the world's true consumption powerhouse.
What Happened: In an X post titled "It's Too Late: The Changes Are Coming," Dalio warned that the global shift away from U.S. economic and geopolitical influence is no longer speculative—it's underway. "Enormous trade and capital imbalances are creating unsustainable conditions and major risks of being cut off," he wrote, citing a growing chorus of global companies planning to reduce reliance on U.S. trade.
Dalio argued that the U.S. cannot indefinitely overconsume and rely on foreign lending. "Assuming that one can sell and lend to the U.S. and get paid back with hard (i.e., not devalued) dollars is naive," he said, calling for "coordinated engineering and implementation" to avoid disorderly collapse.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://t.co/PUUxSqYIv8">https://t.co/PUUxSqYIv8</a>
&mdash; Ray Dalio (@RayDalio) <a href="https://twitter.com/RayDalio/status/1916967796065423688?ref_src=twsrc%5Etfw">April 28, 2025</a></blockquote>
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Musk swiftly pushed back on one of Dalio's central premises. Tesla CEO wrote, "Correction: China is a much bigger consumer of manufactured goods than the United States. This year, Chinese consumers will buy more cars than America and Europe combined."
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Correction: China is a much bigger consumer of manufactured goods than the United States. This year, Chinese consumers will buy more cars than America and Europe combined.
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1917039295115989453?ref_src=twsrc%5Etfw">April 29, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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See Also: <a href="https://www.benzinga.com/markets/25/04/44780489/ray-dalio-foresees-economic-crisis-worse-than-recession-im-worried-about-something-worse-than-a-recession-if-this-isnt-handled-well">Ray Dalio Foresees Economic Crisis Worse Than Recession: &#8216;I&#8217;m Worried About Something Worse Than A Recession, If This Isn&#8217;t Handled Well&#8217;</a>
Why It Matters: Dalio's warning rests on the idea that the U.S. is still the main consumer and debtor at the center of global economic gravity—but Musk's data point upends that. 
If China is now the primary global consumer, the leverage shifts. Dalio sees the U.S. as risking global irrelevance due to unsustainable policies, deteriorating trust, and geopolitical missteps. He points to parallels from history, calling today's trajectory &#8220;contemporary version of the old story of how monetary, domestic political and social, and international geopolitical orders change&#8221;. 
According to CEIC, China's annual household expenditure per capita rose to $4,802.36 in December, up from $4,660.37 in December 2023. Looking ahead, China&#8217;s household disposable income per capita in China is forecast to reach $6,510 in 2025, according to Statista. Meanwhile, total consumer spending is projected to hit $7.73 trillion that same year.
Dalio advocates for &#8220;calm, analytical, and coordinated engineering and implementation, with the imbalances and the needs for self-sufficiencies treated as shared challenges, to produce the "beautiful&#8221; deleveragings and rebalancings that need to take place.&#8221;
Both Dalio and Musk agree that global power is being realigned—but they differ on how and why. Dalio sees the U.S. heading toward financial and geopolitical isolation without serious reform. Musk's rebuttal reframes the issue entirely: the world has already moved on, with China leading global consumption.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/personal-finance/25/04/45030088/elon-musk-said-with-confidence-i-know-more-about-manufacturing-than-anyone-alive-then-the-cybertruck-rolled-out-with-8-recalls-and-a-pr-mess">Elon Musk Said With Confidence &#8216;I Know More About Manufacturing Than Anyone Alive&#8217;—Then the Cybertruck Rolled Out With 8 Recalls And A PR Mess</a></li>
</ul>
Image Via Shutterstock 
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Opinion

Economics

General

TSLA

Elon Musk Reacts After Ray Dalio Warns Of US Decline, Says China Has Already Surpassed America As Global Consumption Leader

CommVault Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CVLT#NASDAQ">CVLT</a>) sees FY2026 sales of $1.130 billion-$1.140 billion vs $1.10 billion analyst estimate.

Guidance

CVLT

CommVault Systems Sees FY2026 Sales $1.130B-$1.140B vs $1.10B Est

CommVault Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CVLT#NASDAQ">CVLT</a>) sees Q1 sales of $266.000 million-$270.000 million vs $263.49 million analyst estimate.

CommVault Systems Sees Q1 Sales $266.000M-$270.000M vs $263.49M Est

Barrington Research analyst Vincent Colicchio maintains Hackett Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HCKT#NASDAQ">HCKT</a>) with a Outperform and maintains $36 price target.

HCKT

Barrington Research Maintains Outperform on Hackett Group, Maintains $36 Price Target

CommVault Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CVLT#NASDAQ">CVLT</a>) reported quarterly earnings of $1.03 per share which beat the analyst consensus estimate of $0.93 by 10.75 percent. This is a 30.38 percent increase over earnings of $0.79 per share from the same period last year. The company reported quarterly sales of $275.04 million which beat the analyst consensus estimate of $262.43 million by 4.81 percent. This is a 23.17 percent increase over sales of $223.29 million the same period last year.

Earnings

Earnings Beats

CommVault Systems Q4 Adj. EPS $1.03 Beats $0.93 Estimate, Sales $275.04M Beat $262.43M Estimate

Contracts

LASE

Laser Photonics Subsidiary CMS Laser Receives Order From An Appliance Co., Terms Not Disclosed

– First Level 1 study comparing an emerging technology head-to-head with RP in men with prostate cancer –
– TULSA had no blood loss and no overnight stay, along with reduced post-procedure pain, and more rapid recovery to baseline activities and overall health –
TORONTO, April 29, 2025 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=4qcdgVmyeyBVvdSiebSxSXdNR0TXHVOO24ZA5y4iimTZtyj5SNj50d0o4lqmmZrYJ_GzKhtbdKHjhLT_uF3KvKJv7YzY48A8BOmDl8xPwqQ=">Profound Medical Corp.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PROF#NASDAQ">PROF</a>, TSX:<a class="ticker" href="https://www.benzinga.com/stock/PRN#TSX">PRN</a>) ("Profound" or the "Company"), a commercial-stage medical device company that develops and markets customizable, AI-powered, incision-free therapies for the ablation of diseased tissue, is pleased to announce initial perioperative data from the Level 1 post-market CAPTAIN trial comparing the safety and efficacy of the TULSA procedure with radical prostatectomy ("RP") in men with organ-confined, intermediate-risk, Gleason Score 7 (Grade Group 2 and 3) prostate cancer.
The positive perioperative results were presented yesterday by Xiaosong Meng, M.D., Ph.D., an Assistant Professor in the Department of Urology at UT Southwestern Medical Center, at the American Urological Association ("AUA") Annual Meeting.

PROF

TSX:PRN

Profound Medical Announces Initial Perioperative Data From Level 1 Post-Market CAPTAIN Trial Comparing Safety, Efficacy Of TULSA Procedure With RP In Men With Gleason Score 7 Prostate Cancer

Australia's Alkane Resources (OTCPK: ALKEF)&nbsp; and Canada's Mandalay Resources (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/MNDJF#OTCQB">MNDJF</a>)&nbsp; have announced a "merger of equals "in an all-share transaction valued at approximately AU$1.01 billion ($707 million), creating a diversified <a target="_blank" href="https://www.benzinga.com/topic/gold" rel="noreferrer noopener">gold</a> and antimony producer with global reach.
The newly combined company will retain the Alkane name and remain listed in Australia, but it will seek a dual listing on the Toronto Stock Exchange.
"The transaction will take Alkane to a new level, bringing together two companies with complementary assets and a shared vision for growth," <a target="_blank" href="https://investors.alkane.com.au/site/pdf/88d00faf-747c-4445-87cc-30f033c213b4/Alkane-amp-Mandalay-Merge-to-Create-Gold-amp-Antimony-Producer.pdf" rel="noreferrer noopener">said</a> Nick Earner, Alkane Managing Director. "Mandalay's two high-quality mines match the attributes of Tomingley: a proven history of consistent production, cash generation and exploration upside."
The merger brings together three producing assets across premier mining jurisdictions. Alkane contributes to the Tomingley gold mine in New South Wales, which is currently ramping up production after an expansion.
Mandalay adds its Costerfield gold-antimony mine in Victoria—Australia's only antimony producer—and the Björkdal underground gold mine in Sweden.
The combined group is projected to produce approximately 160,000 gold-equivalent ounces in 2025, increasing to over 180,000 ounces in 2026. Additionally, all-in sustaining costs (AISC) are forecast to drop from AU$2,750/oz in 2025 to AU$2,160/oz in 2026, reflecting improved scale and efficiency.
Frazer Bourchier, Mandalay's President and CEO, noted the merger "presents a compelling opportunity for Mandalay shareholders to accelerate value creation through increased capital markets scale, liquidity and a growing diversified asset base."
"The transaction aligns with our vision to create a mid-tier gold and antimony producer with mines in premier operating jurisdictions and with our strategy for continued growth," he said.
Alkane's Earner will lead the new entity, headquartered in Australia, while industry veteran Andrew Quinn will lead the board, which comprises three directors nominated by Mandalay and two by Alkane.
The pro forma balance sheet includes a robust cash position of AU$188 million ($120 million) as of March 31, 2025, allowing it to pursue further organic growth and strategic opportunities, including advancing Alkane's Boda-Kaiser copper-gold project.
Mandalay shareholders will receive 7.875 Alkane shares for each share they hold, resulting in a 55% stake in the new company, while Alkane shareholders will retain 45%. The transaction has the unanimous support of both boards and major shareholders and is subject to regulatory, shareholder, and court approvals.
The companies expect the deal to close in the second half of 2025, pending regulatory approvals.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/45037180/kobold-metals-prepares-billions-to-develop-ethical-sources-of-critical-metals-in-dr-congo" target="_blank" rel="noreferrer noopener">KoBold Metals Prepares Billions To Develop Ethical Sources Of Critical Metals In DR Congo</a></li>
</ul>
Photo by FOTOGRIN via Shutterstock

Equities

Commodities

Small Cap

Legal

Markets

ALKEF

MNDJF

Alkane And Mandalay Combine In A $707 Million 'Merger Of Equals'

President Donald Trump denied that bond market volatility influenced his decision to implement a 90-day tariff pause on U.S. trading partners, <a href="https://www.benzinga.com/25/04/44729384/trump-pauses-tariffs-after-yields-surge-bond-vigilantes-hit-another-homerun-experts-point-to-bond-market-panic-for-reversal">despite significant yield fluctuations</a> that saw the 10-year Treasury yield swing from 3.59% to 4.81% over the past year.
What Happened: &#8220;The bond market was getting the yips, but I wasn&#8217;t,&#8221; Trump <a href="https://time.com/7280114/donald-trump-2025-interview-transcript/">told</a> Time magazine, dismissing speculation that financial market stress prompted the policy reversal. &#8220;I know what we have.&#8221;
The bond market experienced one of its largest short-term moves in recent history during early April, with the 10-year Treasury yield dropping below 4% around April 4 before surging past 4.5% by April 11. Yields move inversely to prices, and higher yields translate to increased borrowing costs affecting mortgages, personal loans, and auto financing.
Market experts had attributed Trump&#8217;s tariff pause to the bond market turbulence. Ed Yardeni of Yardeni Research described the situation as &#8220;bond vigilantes hit another homerun,&#8221; referencing investors who protest inflationary policies by selling <a href="https://www.benzinga.com/25/04/44729384/trump-pauses-tariffs-after-yields-surge-bond-vigilantes-hit-another-homerun-experts-point-to-bond-market-panic-for-reversal">bonds to drive yields higher</a>.
Economist Craig Shapiro <a href="https://www.benzinga.com/25/04/44729384/trump-pauses-tariffs-after-yields-surge-bond-vigilantes-hit-another-homerun-experts-point-to-bond-market-panic-for-reversal">suggested China&#8217;s threats to sell U.S. Treasuries</a> &#8220;basically blew up the bond market and forced the administration to backtrack,&#8221; while Gary Black of The Future Fund LLC pointed to &#8220;chaos in the bond market&#8221; as a key factor in the &#8220;stunning about face on tariffs.&#8221;
See Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/45061797/us-stock-futures-edge-higher-tuesday-expert-warns-of-perfect-volatility-storm-with-major-earnings-and-economic-data-due-this-week">US Stock Futures Edge Higher Tuesday: Expert Warns Of &#8216;Perfect Volatility Storm&#8217; With Major Earnings And Economic Data Due This Week</a>
Why It Matters: The market reaction to Trump&#8217;s initial tariff announcement was severe, pushing the Nasdaq into bear market territory while the S&amp;P 500 and Dow Jones <a href="https://www.benzinga.com/25/04/44729384/trump-pauses-tariffs-after-yields-surge-bond-vigilantes-hit-another-homerun-experts-point-to-bond-market-panic-for-reversal">approached similar declines</a>. When Trump announced the pause via Truth Social, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) surged 10.50% and the Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) jumped 12.00%.
Trump&#8217;s comments about Federal Reserve Chairman Jerome Powell, whom he called &#8220;Mr. Too Late&#8221; for not cutting interest rates, likely <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44861571/donald-trump-blasts-too-late-and-wrong-fed-chair-powell-but-polymarket-traders-doubt-his-termination-will-come-fast-enough">contributed to market volatility</a>, though Trump has since indicated he doesn&#8217;t plan to remove Powell from his position.
Treasury Secretary Scott Bessent claimed <a href="https://www.benzinga.com/25/04/44729384/trump-pauses-tariffs-after-yields-surge-bond-vigilantes-hit-another-homerun-experts-point-to-bond-market-panic-for-reversal">the tariff pause was part of Trump&#8217;s strategy</a> from the beginning, stating, &#8220;He and I had a long talk. This was his strategy all along.&#8221;
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/04/45058829/jim-cramer-dismisses-recession-panic-says-tariffs-may-sting-but-too-many-jobs-for-economy-to-derail">Jim Cramer Dismisses Recession Panic: Says Tariffs May Sting, But Too &#8216;Many Jobs&#8217; For Economy To &#8216;Derail&#8217;</a></li>
</ul>
Photo Courtesy: Rawpixel.com on Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Bonds

Trump Says 'Bond Market Was Getting The Yips, But I Wasn't' Amid Tariff Pause As 10-Year Yield Jumps From 3.59% To 4.81%

Stephens &amp; Co. analyst Daniel Imbro maintains PAMT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAMT#NASDAQ">PAMT</a>) with a Equal-Weight and raises the price target from $11 to $12.5.

PAMT

Stephens & Co. Maintains Equal-Weight on PAMT, Raises Price Target to $12.5

FOUR

Shift4 Payments Sees Q2 Gross Revenue Less Network	Fees Of $405M - $415M

ZBRA

Zebra Technologies shares are trading higher after the company reported better-than-expected Q1 financial results.

Shift4 Payments Sees FY25 Gross Revenue Less Network Fees Of $166B - $1.73B

NeoGenomics Raises FY2025 Adj EPS Guidance from $0.15-$0.19 to $0.16-$0.20 vs $0.18 Est

Stephens &amp; Co. analyst Daniel Imbro downgrades Saia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIA#NASDAQ">SAIA</a>) from Overweight to Equal-Weight and lowers the price target from $515 to $255.

Downgrades

SAIA

Stephens & Co. Downgrades Saia to Equal-Weight, Lowers Price Target to $255

BBVA

Banco Bilbao Vizcaya Argentaria shares are trading lower. The company reported Q1 financial results.

Shift4 Payments (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FOUR#NYSE">FOUR</a>) reported quarterly earnings of $1.07 per share which beat the analyst consensus estimate of $0.71 by 50.7 percent. This is a 98.15 percent increase over earnings of $0.54 per share from the same period last year. The company reported quarterly sales of $848.30 million which missed the analyst consensus estimate of $868.30 million by 2.30 percent. This is a 19.92 percent increase over sales of $707.40 million the same period last year.

Earnings Misses

Shift4 Payments Q1 Adj. EPS $1.07 Beats $0.71 Estimate, Sales $848.30M Miss $868.30M Estimate

Press Releases

Fastly to Announce Fourth Quarter 2024 Financial Results

New Research Reveals Critical Gaps in Web App and API Security as Attack Complexity Grows

Fastly Announces Fourth Quarter and Full Year 2024 Financial Results

Fastly to Present at Upcoming Investor Conference

Inari Medical, Figs Inc, Fastly, and Ryvyl Investigation Alert: Johnson Fistel, LLP Encourages Long-Term Investors to Reach Out for More Information

Fastly Research Reveals 93% of Organizations Working to Reduce CISO Liability Risk

Fastly Empowers Organizations to Prioritize Security Without Disrupting End-User Experiences

Fastly Unveils DDoS Attack Insights to Strengthen Protection and Security Transparency

Comments

Fastly

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