- Robert Bruce's Strategic Moves: A Closer Look at Beta Bionics Inc's Impactful Addition
May 14, 2026
This article first appeared on GuruFocus.
Exploring the Latest 13F Filing and Investment Strategies
Robert Bruce (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2026, providing insights into his investment moves during this period. Robert Bruce (Trades, Portfolio) is the founder of Bruce & Co, the investment firm that serves as the advisor to the Bruce Fund (BRUFX). The Bruce Fund is run by Robert Bruce (Trades, Portfolio) and his son, Robert Jeffrey Bruce. The Fund focuses primarily on common stock investments, though it also invests in high-yield and distressed debt. It may invest in some long-term U.S. government securities if the managers cannot find attractive opportunities elsewhere. The Fund invests mostly in small- and mid-cap stocks, with the occasional large-cap, as well as convertible and distressed bonds. The Bruces tend to hold their stocks for the long-term, generally preferring the securities of distressed companies that are trading at a significant discount but which they believe can make a turnaround.
Warning! GuruFocus has detected 12 Warning Signs with NEE. Is NEE fairly valued? Test your thesis with our free DCF calculator.Robert Bruce's Strategic Moves: A Closer Look at Beta Bionics Inc's Impactful Addition
Summary of New Buy
Robert Bruce (Trades, Portfolio) added a total of 2 stocks, among them:
The most significant addition was Beta Bionics Inc (NASDAQ:BBNX), with 550,700 shares, accounting for 1.58% of the portfolio and a total value of $5.52 million. The second largest addition to the portfolio was Apogee Enterprises Inc (NASDAQ:APOG), consisting of 50,000 shares, representing approximately 0.48% of the portfolio, with a total value of $1.68 million.
Key Position Increases
Robert Bruce (Trades, Portfolio) also increased stakes in a total of 2 stocks, among them:
The most notable increase was Supernus Pharmaceuticals Inc (NASDAQ:SUPN), with an additional 17,895 shares, bringing the total to 100,000 shares. This adjustment represents a significant 21.8% increase in share count, a 0.26% impact on the current portfolio, with a total value of $5.17 million. The second largest increase was Fate Therapeutics Inc (NASDAQ:FATE), with an additional 60,000 shares, bringing the total to 789,188. This adjustment represents a significant 8.23% increase in share count, with a total value of $947,030.
Key Position Reduces
Robert Bruce (Trades, Portfolio) also reduced positions in 5 stocks. The most significant changes include:
Reduced Vicor Corp (NASDAQ:VICR) by 25,000 shares, resulting in a -27.78% decrease in shares and a -0.85% impact on the portfolio. The stock traded at an average price of $165.27 during the quarter and has returned 88.31% over the past 3 months and 167.97% year-to-date. Reduced Duke Energy Corp (NYSE:DUK) by 10,000 shares, resulting in a -6.42% reduction in shares and a -0.36% impact on the portfolio. The stock traded at an average price of $125.02 during the quarter and has returned -3.14% over the past 3 months and 6.84% year-to-date.
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Portfolio Overview
At the first quarter of 2026, Robert Bruce (Trades, Portfolio)'s portfolio included 41 stocks, with top holdings including 7.98% in NextEra Energy Inc (NYSE:NEE), 7.62% in AbbVie Inc (NYSE:ABBV), 7.33% in Allstate Corp (NYSE:ALL), 7.2% in AerCap Holdings NV (NYSE:AER), and 6.63% in Merck & Co Inc (NYSE:MRK).Robert Bruce's Strategic Moves: A Closer Look at Beta Bionics Inc's Impactful Addition
The holdings are mainly concentrated in 9 of all the 11 industries: Healthcare, Utilities, Industrials, Financial Services, Consumer Defensive, Basic Materials, Technology, Communication Services, and Energy.Robert Bruce's Strategic Moves: A Closer Look at Beta Bionics Inc's Impactful Addition
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- Jim Cramer on Vicor: “If You Don’t Own It, Please Be Patient”
May 14, 2026
Vicor Corporation (NASDAQ:VICR) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Cramer showed positive sentiment toward the company but suggested waiting for a pullback. He stated:
Just look at Vicor’s numbers. When the company reported its latest quarter last month, its product and royalty revenue jumped 20% year over year. Its gross margin rose to 55.2%, up from 47.2% the year before. They posted a 7-cent earnings beat off a 37-cent basis, and their one-year backlog jumped 70% just versus the previous quarter. When backlog explodes like that, investors lose their minds, and their full-year forecast was strong as well… This is what people want. At the same time, Vicor has a very close relationship with Cerebras. That’s an AI accelerator company that’s expected to come public this week, in a heavily oversubscribed deal. That’s one of the reasons why this thing’s moving the way it is…
The bull case here is straightforward: AI racks are getting more power-hungry, chips are getting denser, and power delivery is becoming a bigger part of the story, and that’s where Vicor comes in. Now, you can see why people are excited. Vicor could become much more important as the AI build out moves from the second layer, semiconductors… down the stack to the first layer… Vicor currently trades at 25 times this year’s sales estimates and more than 100 times forward earnings. That means the market’s not just paying for a good quarter, it’s paying for strong execution, and for Vicor to become a much bigger company over the next several years. That can happen.
But when a stock’s already up more than 600% in a year, the margin for error, it’s small now. The backlog has to convert, the lead customers have to keep ramping, more customers have to adopt the technology, and margins have to hold up… So where do I come out? Alright, I think Vicor is a strong AI infrastructure story. The company is solving a bottleneck that gets worse as AI systems get bigger, hotter, and more power hungry… The latest quarter was strong, the backlog and guidance were excellent, but the stock already has a parabolic move… While I’m not calling it a sell, I wouldn’t do that because the story’s very good and the numbers are moving in the right direction, I can’t chase it here. It’s just not my style.
Here’s the bottom line: If you already own Vicor, I understand you wanting to keep your exposure. I would happen to take a little off the table. But this is exactly the kind of underfollowed AI infrastructure play that can keep surprising people as long as the company continues to deliver. But if you don’t own it, please be patient. Let the stock cool off. Let it digest this move. It will happen. Wait for a pullback.
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Stock market data. Photo by Burak The Weekender on Pexels
Vicor Corporation (NASDAQ:VICR) develops and sells modular power components and systems designed to convert electrical power for various electronic devices. The company provides converters, accessories, and custom solutions to industries such as defense, aerospace, and telecommunications.
While we acknowledge the potential of VICR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years
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- Vicor (VICR) Is Up 10.3% After Record AI Data-Center Demand And Insider Stock Sales - What's Changed
May 14, 2026
Vicor Corporation recently reported record demand for its advanced power solutions in AI data centers, alongside strong first‑quarter results and heightened interest in its role supplying hyperscale infrastructure. At the same time, a wave of insider stock sales and the company’s participation in the upcoming Spring One-on-One Virtual Conference have drawn attention to how executives view Vicor’s current positioning and prospects. Now we’ll examine how surging AI data-center demand, highlighted in recent results, may influence Vicor’s existing investment narrative and risk profile.
This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality.
Vicor Investment Narrative Recap
To own Vicor today, you need to believe its advanced power modules and IP can stay central to AI data center build outs, and that recent strength in bookings and earnings can support that role. The biggest near term catalyst is continued AI driven demand translating into sustained product revenue, while the most immediate risk is that recent insider selling coincides with an already stretched valuation, amplifying share price volatility. The latest news does not materially change those core drivers.
The surge in Vicor’s share price following its first quarter 2026 results, and the company’s upcoming appearance at the Spring One on One Virtual Conference, put a spotlight on how management communicates around AI demand, fab utilization and licensing. That conference exposure, coming on the heels of strong reported revenue and earnings, could influence how investors weigh the AI data center opportunity against concerns about order stability and reliance on high margin IP income.
Yet beneath the AI excitement and price spike, the scale and timing of insider selling is something shareholders should be aware of as they weigh...
Read the full narrative on Vicor (it's free!)
Vicor's narrative projects $1.2 billion revenue and $360.4 million earnings by 2029. This requires 40.9% yearly revenue growth and about a $223.7 million earnings increase from $136.7 million today.
Uncover how Vicor's forecasts yield a $282.50 fair value, a 9% downside to its current price.
Exploring Other PerspectivesVICR 1-Year Stock Price Chart
Before this news, the most cautious analysts were assuming Vicor’s revenue would grow only about 7.7 percent a year and earnings reach roughly US$111.0 million by 2029, so compared with the current AI data center optimism and licensing expansion story, their view highlights how differently you might weigh the same risks and catalysts if you explore several alternative scenarios.
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Explore 4 other fair value estimates on Vicor - why the stock might be worth as much as $282.50!
The Verdict Is Yours
Don't just follow the ticker - dig into the data and build a conviction that's truly your own.
A great starting point for your Vicor research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Our free Vicor research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Vicor's overall financial health at a glance.
Searching For A Fresh Perspective?
Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:
Capitalize on the AI infrastructure supercycle with our selection of the 39 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 16 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. AI is about to change healthcare. These 33 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
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 VICR.
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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- C3.ai Q4 Preliminary Results: Revenues Meet Expectations, Loss Narrows
May 13, 2026
C3.ai, Inc. AI has provided preliminary financial results for its fourth quarter and fiscal 2026 (ended April 30, 2026) and significant changes to its executive leadership. The results were measured against the company’s guidance issued in the third quarter of fiscal 2026.
C3.ai signed 28 agreements during the fiscal fourth quarter, including nine new Initial Production Deployments (IPDs) and seven IPD conversions. However, bookings were lower than expected. The company said its restructuring plan remains on track to deliver roughly $135 million in annualized non-GAAP cost savings and reduce cash burn by a similar amount.
Following the announcement, AI stock declined 7.3% during trading hours yesterday.
Q4 Numbers Provided by C3.ai
The company reported total revenues of $51.6 million in the fiscal fourth quarter, which fell within its established guidance range of $48 to $52 million. The non-GAAP loss from operations came in at $54.4 million, outperforming the company's expected non-GAAP loss from operations range of $56-$64 million. This non-GAAP figure excludes roughly $10.8 million in pre-tax restructuring expenses associated with an operational efficiency plan, covering costs such as severance, stock-based compensation and WARN Act payments. Furthermore, AI maintained a strong balance sheet with $575.4 million in cash, cash equivalents and investments as of the fiscal fourth quarter.
During fiscal 2026, total revenues reached $250.3 million, meeting the company’s guided range of $246.7 to $250.7 million. Similar to the quarterly performance, the full-year non-GAAP loss from operations of $217.8 million was narrower than the projected guidance range of $219.5 to $227.5 million.
AI’s Stock Price Performance
In the past three months, shares of AI have lost 18.7% compared with the Zacks Computers - IT Services industry’s 6.3% decline. The company’s performance is expected to have been hurt by weak sales execution, particularly in North America and Europe, which contributed to lower-than-expected deal closures and softer performance. During the third-quarter 2026 earnings call, management acknowledged disappointing execution and outlined a restructuring plan focused on lowering costs, flattening the sales organization, prioritizing large enterprise-wide transformations and accelerating product velocity.Zacks Investment Research
Image Source: Zacks Investment Research
Despite near-term challenges, C3.ai’s strong balance sheet, cost-reduction efforts and enterprise AI demand, particularly across federal, defense and aerospace markets, provide support for its long-term growth prospects.
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AI’s Zacks Rank & Key Picks
Currently, C3.ai carries a Zacks Rank #3 (Hold).
Some top-ranked stocks from the Computer and Technology sector are:
Vicor Corporation VICR sports a Zacks Rank of 1 (Strong Buy) at present. The company delivered a trailing four-quarter earnings surprise of 87.9%, on average. Vicor stock has soared 228.7% in the past six months. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Vicor’s 2026 sales and earnings per share (EPS) indicates growth of 25.9% and 3.8%, respectively, from the prior-year levels.
Zillow Group, Inc. Z flaunts a Zacks Rank of 1 at present. The company delivered a trailing four-quarter earnings surprise of 1.2%, on average. Zillow stock has declined 42.4% in the past six months.
The Zacks Consensus Estimate for Zillow's 2026 sales and EPS indicates growth of 15.1% and 35.4%, respectively, from the prior-year levels.
Appian Corporation APPN presently sports a Zacks Rank #1. The company delivered a trailing four-quarter earnings surprise of 187.2%, on average. Appian stock has plunged 52.6% in the past six months.
The Zacks Consensus Estimate for Appian’s 2026 sales and EPS indicates growth of 13.3% and 54.1%, respectively, from the year-ago period’s levels.
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C3.ai, Inc. (AI) : Free Stock Analysis Report
Zillow Group, Inc. (Z) : Free Stock Analysis Report
Appian Corporation (APPN) : Free Stock Analysis Report
Vicor Corporation (VICR) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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- Here's How Much $100 Invested In Vicor 5 Years Ago Would Be Worth Today
May 13, 2026
Vicor (NASDAQ:VICR) has outperformed the market over the past 5 years by 18.05% on an annualized basis producing an average annual return of 30.48%. Currently, Vicor has a market capitalization of $13.73 billion.
Buying $100 In VICR: If an investor had bought $100 of VICR stock 5 years ago, it would be worth $379.66 today based on a price of $307.57 for VICR at the time of writing.
Vicor's Performance Over Last 5 Yearscomp_fig
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.
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VICOR (VICR): Free Stock Analysis Report
This article Here's How Much $100 Invested In Vicor 5 Years Ago Would Be Worth Today originally appeared on Benzinga.com
© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
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- ‘Power-Chip’ Stock Wolfspeed Gets a New Recommendation—and the Stock Is Soaring
May 13, 2026
Wolfspeed stock was surging on Wednesday after Citrini Research—best known for its viral blog posts about AI wrecking the economy and the Strait of Hormuz—recommended the power-chip maker. Fellow power chip stock Navitas Semiconductor rose 3.6%, while Vicor slid 0.9% and Monolithic Power Systems was up 1.8%. Citrini analysts published a memo on semiconductors on Tuesday, highlighting Wolfspeed as a stock that can benefit from the AI boom.
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- Wolfspeed Stock Jumps 23% as Power Chip Rally Rolls On
May 13, 2026
Wolfspeed stock was surging on Wednesday after Citrini Research—best known for its viral blog posts about AI wrecking the economy and the Strait of Hormuz—recommended the power-chip maker. Futures tracking the were 0.2% higher as President Donald Trump headed to China with executives including Nvidia CEO Jensen Huang and Tesla CEO Elon Musk. The company makes power semiconductors, which control the voltages that flow into a device’s specific components.
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- Vicor: An IP Compounder Hiding Inside An Old Semiconductor Stock
May 12, 2026 · seekingalpha.com
Vicor is transitioning from a power-module manufacturer to an IP-licensing compounder with a high-margin fab, right at the center of the AI infrastructure buildout bottleneck. VICR's licensing segment targets a 50% CAGR at near-100% gross margin, enforced by ITC exclusion orders, and is rapidly transforming the company's valuation profile. Management's FY26 revenue guide of ~$570M excludes new licensing deals; capacity expansion and margin leverage are set to drive EPS and multiple expansion.
- Vicor Is Selling Everything They Can Make!
May 12, 2026 · seekingalpha.com
Vicor (VICR) is experiencing unprecedented demand for its AI power converters, driven by lead customer Cerebras and upcoming hyperscaler engagements. Bookings surged to a record $237M in Q1 with a book-to-bill ratio above 2:1; capacity expansion of 350% to $3.5B is underway. Royalty income is expected to approach 50% of product revenue, with a second-source licensing agreement anticipated to accelerate margin expansion.
- IBD Stock Of The Day Vicor Jumps 20% In A Day On Record Data-Center Demand
May 11, 2026
Vicor Corporation is up 25% since reporting a record earnings report on April 21. On Monday, the stock reached a new all-time high.
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