Key PointsThe contract prices of memory chips are rising at solid double-digit rates, suggesting that Micron Technology's exponential growth is sustainable.
Key PointsThe contract prices of memory chips are rising at solid double-digit rates, suggesting that Micron Technology's exponential growth is sustainable.
Prediction: Micron Technology Stock Will Skyrocket to $2,000 in 1 Year Yahoo Finance Why Micron Stock Keeps Going Up The Motley Fool Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable CNBC Micron Exploded From $97 To $747: Here's Why It's Likely Not Over 'Yet' Seeking Alpha Deutsche Bank raises Micron stock price target on AI demand strength Investi...
Prediction: Micron Technology Stock Will Skyrocket to $2,000 in 1 Year Yahoo Finance Why Micron Stock Keeps Going Up The Motley Fool Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable CNBC Micron Exploded From $97 To $747: Here's Why It's Likely Not Over 'Yet' Seeking Alpha Deutsche Bank raises Micron stock price target on AI demand strength Investing.com Micron stock sends a strong signal amid chip shortage thestreet.com Memory Stocks Continue to Surge. What’s Driving Micron and Sandisk Higher. Barron's Will Micron Stock Go Down After Its 700% Surge? Insiders Sell Watcher Guru Why Memory-Chip Stocks Are Top Of Mind For Investors Investor's Business Daily
In this article @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT A sign displays the prices of unleaded, premium, and diesel gasoline at a Speedway gas station in Columbus, Ohio, US, on Monday, May 11, 2026. Brian Kaiser | Bloomberg | Getty Images President Donald Trump and congressional Republicans are proposing suspending the federal gas tax as prices at the pump continue to soar ahead of t...
In this article @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT A sign displays the prices of unleaded, premium, and diesel gasoline at a Speedway gas station in Columbus, Ohio, US, on Monday, May 11, 2026. Brian Kaiser | Bloomberg | Getty Images President Donald Trump and congressional Republicans are proposing suspending the federal gas tax as prices at the pump continue to soar ahead of the 2026 midterm elections . Gasoline and oil prices have soared since the U.S.-Israeli war with Iran broke out over two months ago. Iran has largely brought the Strait of Hormuz, which normally carries a fifth of the world's oil, to a standstill since the first strikes began. Trump said in the Oval Office on Monday that he would "reduce" the tax, shortly after saying in an interview with CBS News that he wants to pause the tax "for a period of time." "I think it's a great idea," he said in the CBS interview. "Yup, we're going to take off the gas tax for a period of time, and when gas goes down, we'll let it phase back in." Trump cannot declare a gas tax holiday alone, since Congress has sole authority over taxation. But several Republican lawmakers on Monday floated suspending the gas tax, which clocks in at 18.4 cents per gallon, the same amount it's been since 1993. Federal gas taxes primarily pay for federal highway construction and maintenance and also fund some public transit. Read more CNBC politics coverage Boeing, Citigroup CEOs set to join Trump on China visit next week Marco Rubio heads to the Vatican as 2028 presidential buzz ramps up Epstein files: Commerce Sec. Howard Lutnick questioned by House Oversight panel Sen. Josh Hawley, R-Mo., on Monday said he would immediately introduce a bill to suspend the federal gas tax in a post to X . And Rep. Anna Paulina Luna, R-Fla., said she would be "introducing a bill in the House to suspend the federal gas tax in light of Trump's recent remarks." "American families need this relief on gas prices. My office will be workin...
Drone strikes, mounting casualties and a distracted US president means a slow-motion victory is in doubt Vladimir Putin suggested that the war in Ukraine may be “coming to an end” on Saturday – comments that raise the question of why the Russian president might want to turn the spotlight on to a possible end to the war now given how the fighting is evolving. Continue reading...
Drone strikes, mounting casualties and a distracted US president means a slow-motion victory is in doubt Vladimir Putin suggested that the war in Ukraine may be “coming to an end” on Saturday – comments that raise the question of why the Russian president might want to turn the spotlight on to a possible end to the war now given how the fighting is evolving. Continue reading...
Eka Jaya Permana/iStock via Getty Images I looked at iShares MSCI USA Equal Weighted ETF ( EUSA ) iShares MSCI USA Equal Weighted ETF ( EUSA ) 8 weeks ago and liked it enough to add to my 85-ETF ETF watchlist but rated it a Hold at the time. It has advanced slightly and still seems unique to me, and I am updating my perspective. What Makes EUSA Interesting Like Invesco S&P 500 Equal Weight ETF ( R...
Eka Jaya Permana/iStock via Getty Images I looked at iShares MSCI USA Equal Weighted ETF ( EUSA ) iShares MSCI USA Equal Weighted ETF ( EUSA ) 8 weeks ago and liked it enough to add to my 85-ETF ETF watchlist but rated it a Hold at the time. It has advanced slightly and still seems unique to me, and I am updating my perspective. What Makes EUSA Interesting Like Invesco S&P 500 Equal Weight ETF ( RSP ), which I upgraded from Hold to Buy recently, EUSA focuses on a strategy that I think is very timely: equal weighting rather than market-cap weighting. Again, the S&P 500 is quite concentrated. This was shrinking earlier in the year but has picked up. The Top 10 names currently represent 39.6% and include the Elite 8 (and Magnificent 7) plus one other name. EUSA holds each of these names, as does RSP, but the total is currently only 1.9%. The Top 10 in EUSA represent less than 4%. Readers can learn more about EUSA on the website that iShares hosts for it, and the Fact Sheet was updated as of the end of Q1. The ETF holds 537 stocks, with iShares pointing to a 3.4X price to book ratio and a trailing PE of 24.2X. It is measured relative to the MSCI USA Equal Weighted Index , while RSP is measured against the S&P 500 Equal Weight Index . The MSCI index is certainly different, but the two indices are remarkably similar. As of late April, the S&P 500 Equal Weight Index had an average market cap of $112.5 billion, while the MSCI index had an average market cap of $137 billion. The returns of the two indices have been fairly consistent. Through the end of April, the S&P 500 Equal Weight had a total return over the prior 10 years of 209.5%, while the MSCI index was at 197.7%. As of May 7th, the sector exposure of EUSA was quite different from the S&P 500: iShares While the breakdown is somewhat different from RSP, it is quite similar. Compared to the sectors of the S&P 500, the largest sector in EUSA, Technology at 20%, is way below the amount in SPY. currently near 37%. Other l...
Earnings Call Insights: Accendra Health (ACH) Q1 2026 Management View "It is great to be reporting our first full quarter as a stand-alone pure-play home-based care company" (President, CEO & Director Edward Pesicka), adding that "Accendra Health's first quarter results were in line with our expectations" and that separation activities from Owens & Minor "are on track and going according to schedu...
Earnings Call Insights: Accendra Health (ACH) Q1 2026 Management View "It is great to be reporting our first full quarter as a stand-alone pure-play home-based care company" (President, CEO & Director Edward Pesicka), adding that "Accendra Health's first quarter results were in line with our expectations" and that separation activities from Owens & Minor "are on track and going according to schedule." "As of the end of the first quarter, we have substantially completed the exit stemming from our previously disclosed transition away from a large commercial payor" (President, CEO & Director Pesicka), stating Accendra "engaged with another industry player to sell them the substantial amount of Accendra-owned equipment" and "facilitated the transition of personnel, along with other variable and certain fixed costs" while noting, "we still have other smaller capitation agreements, which are very attractive." "We recently reached an agreement for an exclusive multiyear extension with our largest commercial payor for soft goods" (President, CEO & Director Pesicka), describing it as providing "certainty for our business in the years ahead" and adding that "approximately 20% of our revenue is from traditional Medicare" as the company expects to "continue to thrive" amid "the upcoming competitive bidding program." "Our sleep journey program continues to deliver anticipated results" (President, CEO & Director Pesicka), and "we recently formed our Sleep Center of Excellence" with "a nationwide launch continuing in the second quarter," which he said "should result in improved growth in the sleep category." "We announced a comprehensive balance sheet optimization transaction" (Executive VP, CFO & Corporate Treasurer Jonathan Leon), saying it is expected to create "a much improved, simpler and longer-dated capital structure with plenty of liquidity for the business." Outlook "We are affirming our 2026 outlook for revenue and adjusted EBITDA" (Executive VP, CFO & Corporate Treasure...
Earnings Call Insights: Sally Beauty Holdings (SBH) Q2 2026 Management View "The results demonstrate the compounding benefits of our strategic growth drivers" and "total sales of $903 million, up 2.3% versus last year and comparable sales growth of 1.3% were at the high end of our expectations," said CEO Denise Paulonis (President, CEO & Director), adding that "strong gross margins and effective c...
Earnings Call Insights: Sally Beauty Holdings (SBH) Q2 2026 Management View "The results demonstrate the compounding benefits of our strategic growth drivers" and "total sales of $903 million, up 2.3% versus last year and comparable sales growth of 1.3% were at the high end of our expectations," said CEO Denise Paulonis (President, CEO & Director), adding that "strong gross margins and effective cost control enabled us to deliver bottom line results above our guidance range with adjusted operating income coming in at $73 million and adjusted diluted EPS of $0.44." "This drove strong cash flow from operations of $73 million" that funded "$20 million of debt paydown" and "$25 million of share repurchases," CEO Paulonis said. On category performance, CEO Paulonis said the Sally segment delivered "segment comparable sales growth of 2.5%" and highlighted that "our core color category delivered another quarter of impressive performance at Sally, up 11% on a total segment basis" and that "we also delivered a 3% growth in the nail category, and momentum continued to build in the fragrance category." She added, "while trends in haircare remained soft, performance improved sequentially, and we are preparing for a category reset in the fourth quarter." CFO Adrianne Lee (Senior VP & CFO) said, "fiscal Q2 consolidated net sales totaled $903 million, up 2.3% year-over-year," and added, "global e-commerce sales increased 13% to $108 million and represented 12% of total net sales" while "adjusted gross margin" expanded "80 basis points to 52.8%." Outlook "We are tightening the range of our top line outlook while maintaining the rest of our full year guidance metrics," said CFO Lee. CFO Lee said full-year consolidated net sales are expected to be "$3.725 billion to $3.750 billion" with comparable sales "flat to up 1%," adjusted operating earnings "$328 million to $342 million," and adjusted diluted EPS "$2.02 to $2.10 per share"; she added, "free cash flow is expected to be approxim...
(RTTNews) - The Switzerland stock market ended flat on Monday after stocks swung between gains and losses as investors continued to react to earnings updates and news from the geopolitical scene.
(RTTNews) - The Switzerland stock market ended flat on Monday after stocks swung between gains and losses as investors continued to react to earnings updates and news from the geopolitical scene.
Pongsak Sapakdee/iStock via Getty Images AI Trade Draws Attention: ARK Invest Bullish Rotation Toward Hypersclarers Cathie Wood’s high-profile ARK Disruptive Innovation ETFs are often seen as gauges for investor sentiment toward cutting-edge technologies across AI, robotics, biotech, and aerospace. Well known for its bullish outlook on artificial intelligence, ARK made waves last month after addin...
Pongsak Sapakdee/iStock via Getty Images AI Trade Draws Attention: ARK Invest Bullish Rotation Toward Hypersclarers Cathie Wood’s high-profile ARK Disruptive Innovation ETFs are often seen as gauges for investor sentiment toward cutting-edge technologies across AI, robotics, biotech, and aerospace. Well known for its bullish outlook on artificial intelligence, ARK made waves last month after adding OpenAI ( OPENAI ) to three of its flagship funds, expanding investor access to private-market opportunities. ARK’s Actively Managed Disruptive Innovation ETFs Seeking Alpha ARK recently drew investor attention with a rotation within AI infrastructure — reallocating capital from surging semiconductor stocks toward hyperscalers and platform companies. ARK bolstered exposure to Alphabet ( GOOG ) ( GOOGL ) and Meta ( META ) last week and increased its stake in Amazon ( AMZN ) at the end of April. The fund also trimmed its position in AMD ( AMD ), which is up more than 300% in the past year, but remains a top five ARK holding. As I highlighted in an article last week, AMD soared another 38% after topping Q1 earnings and revenue. The piece also highlighted a top Strong Buy stock in the Alpha Picks portfolio , Micron Technology ( MU ), which is not included in Wood’s ARK funds. ARK’s moves have yielded solid results over the past 12 months, with the six funds up by an average near 50%. Despite strong overall performance, less than 10% of the stocks across all six ETFs have Seeking Alpha Strong Buy or Buy Quant Ratings. The group has been led by Autonomous Technology & Robotics ( ARKQ ) and Space & Defense ( ARKX ), both lifted by outstanding performance among heavily weighted AI infrastructure stocks. ARK ETFs: 1Y Price Performance Seeking Alpha Cornerstone fund ARK Innovation ( ARKK ) also rode AI buildout tailwinds, which outweighed weakness in software and biotech. Genomic Revolution ( ARKG ) posted solid gains as top performers like Twist Bioscience ( TWST ) offset sharp dec...