HALO News & Analysis
3 articles
Market Mood
HALO Stocks Benefit from AI Infrastructure Spending
Nontech companies referred to as “HALO” may gain from significant investments in data centers and artificial intelligence infrastructure. These companies are identified by their hard assets and low obsolescence, suggesting they could be less affected by rapid technological changes. The ongoing trend of substantial spending in these sectors presents potential growth opportunities over the coming years. This trend may help stabilize or increase the asset prices of companies classified as HALO as they capitalize on the demand for AI-related services.
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Equity Group Investments Embraces Old-Economy Businesses Amid AI
Equity Group Investments, associated with the late billionaire Sam Zell, has diversified its portfolio by investing in a John Deere dealership and a bluefin tuna fishery. This strategy targets old-economy businesses, which are perceived as less vulnerable to AI disruption, according to EGI's president, Mark Sotir. The 'HALO' strategy, focusing on heavy assets with low obsolescence, is gaining traction due to economic uncertainty and recent tax reforms. These investments are bolstered by renewed bonus depreciation laws allowing for full deductions of qualifying assets in the first year of use, enhancing their attractiveness.
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Halozyme Therapeutics Projects $1.7–$1.8 Billion Revenue Growth in 2026
Halozyme Therapeutics, Inc. (NASDAQ: HALO) announced the appointment of David Ramsay as interim CFO on March 12, 2026. The company forecasts revenues between $1.7 billion and $1.8 billion for the year, marking a projected increase of 22% to 30%. Notably, CEO Helen Torley projected royalties from the ENHANZE drug-delivery system to reach $1.1–$1.2 billion. Halozyme also has seven ENHANZE products in development and aims for 40 drugs to be approved or in development by 2028, highlighting its growth trajectory despite the ongoing patent litigation with Merck.
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