Qualcomm Inc. (NASDAQ:QCOM) shares jumped 6% on Friday after Daiwa Securities upgraded the semiconductor company from Neutral to Outperform and raised optimism around its long-term growth opportunities.
Qualcomm Inc. (NASDAQ:QCOM) shares jumped 6% on Friday after Daiwa Securities upgraded the semiconductor company from Neutral to Outperform and raised optimism around its long-term growth opportunities.
SIphotography/iStock via Getty Images It's so easy to forget. We investors don't simply deal with numbers, business models, projections, technology, etc. Yes, all that stuff is important. But before reaching us, it all flows through the sloppiest most erratic possible medium - human beings. Seriously - If you work or worked in the corporate sector, think of your own experience. How much did you se...
SIphotography/iStock via Getty Images It's so easy to forget. We investors don't simply deal with numbers, business models, projections, technology, etc. Yes, all that stuff is important. But before reaching us, it all flows through the sloppiest most erratic possible medium - human beings. Seriously - If you work or worked in the corporate sector, think of your own experience. How much did you see - or do - that would have outraged public investors had they only known? I'm not necessarily referring to criminal or unethical activities. Besides that, there's more garden-variety bad judgment than outsiders realize. With big established companies, such messiness is usually diversified away, so to speak, by the many things going on among many people, some of who are more experienced than others and by corporate cultures, policies and practices that grew up around them over time. Consider, for example, Apple ( AAPL ). How much do you know about the 10-year $10 billion dumpster fire formerly known as the Apple Car, or internally as Project Titan. See generally here , here , here , and here . Now use your imagination - What sort of human outbursts, conflicts, accusations, etc. went on with that? Despite it's mis-steps, AAPL remains a powerhouse. Bigness masks and/or contains fallout from many human crises. But small emerging startups can be like, say, a three-stock portfolio compared to an ETF with hundreds of positions. There's less there to cushion against a problem in one place. Similarly, the human risk factor is much more pronounced among tiny startups. Once upon a time, we didn't get to see any of that. Human mishaps were shielded behind a wall of private-ownership. That was typically supported by venture capitalists. The latter contributed, not just money, but education and guidance in the art of running a business. But in this generation, companies have been coming public at much earlier stages of development. So human mishaps are more likely to find their way to t...
Sometimes, companies pick CEOs based on carefully laid succession plans designed to maximize investor confidence and future performance. Other times, apparently, companies pick CEOs based on a bunch of video calls while the current CEO is texting the former CEO about who the new CEO even is. Such was the story of The Blip, the days in 2024 when Sam Altman was ousted from OpenAI. We knew that situa...
Sometimes, companies pick CEOs based on carefully laid succession plans designed to maximize investor confidence and future performance. Other times, apparently, companies pick CEOs based on a bunch of video calls while the current CEO is texting the former CEO about who the new CEO even is. Such was the story of The Blip, the days in 2024 when Sam Altman was ousted from OpenAI. We knew that situation was chaotic; the ongoing Musk v. Altman trial is showing just how chaotic it really was. Verge subscribers, don't forget you get exclusive access to ad-free Vergecast wherever you get your podcasts. Head here . Not a subscriber? You can sign … Read the full story at The Verge.
China’s shipping giants are bracing for a harsh new reality of persistent global volatility, as the closure of the Strait of Hormuz shifts from being a problem of transit delays to a hard volume shock. With the crucial energy corridor still paralysed as the US-Israel war on Iran drags on with no clear end in sight, China’s state-backed shipping majors are doubling down on long-term contracts and c...
China’s shipping giants are bracing for a harsh new reality of persistent global volatility, as the closure of the Strait of Hormuz shifts from being a problem of transit delays to a hard volume shock. With the crucial energy corridor still paralysed as the US-Israel war on Iran drags on with no clear end in sight, China’s state-backed shipping majors are doubling down on long-term contracts and creating new multimodal routes in an attempt to hedge against future shocks. Cosco Shipping Holdings,...
The average brokerage recommendation (ABR) for Alibaba (BABA) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
The average brokerage recommendation (ABR) for Alibaba (BABA) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Barrie and Scott Drewitt-Barlow charged by Essex police Trafficking charges relate to sexual exploitation Two co-owners of the non-league football club Maldon & Tiptree have been charged with human trafficking for sexual exploitation as well as rape after an investigation by Essex police. Barrie Drewitt-Barlow, 57, was charged with multiple offences on Friday alongside Scott Drewitt-Barlow, 32. Bo...
Barrie and Scott Drewitt-Barlow charged by Essex police Trafficking charges relate to sexual exploitation Two co-owners of the non-league football club Maldon & Tiptree have been charged with human trafficking for sexual exploitation as well as rape after an investigation by Essex police. Barrie Drewitt-Barlow, 57, was charged with multiple offences on Friday alongside Scott Drewitt-Barlow, 32. Both men, of Southwood Chase, Danbury, Essex, will appear at Chelmsford magistrates court later. Continue reading...
All-time highs are usually the wrong place to shop for stocks. Prices climb, yields drop, and the only deals left are in junk that nobody wants for good reason.
All-time highs are usually the wrong place to shop for stocks. Prices climb, yields drop, and the only deals left are in junk that nobody wants for good reason.
Comparing the Vanguard Mega Cap Growth ETF (NYSEMKT:MGK) and iShares Russell 2000 ETF (NYSEMKT:IWM) involves weighing the high-octane growth of tech giants against the diverse, more volatile landscape of small-cap companies. Investors often choose between these funds to adjust their market-cap exposure. The Vanguard fund captures the top tier of growth leaders, while the iShares fund tracks the br...
Comparing the Vanguard Mega Cap Growth ETF (NYSEMKT:MGK) and iShares Russell 2000 ETF (NYSEMKT:IWM) involves weighing the high-octane growth of tech giants against the diverse, more volatile landscape of small-cap companies. Investors often choose between these funds to adjust their market-cap exposure. The Vanguard fund captures the top tier of growth leaders, while the iShares fund tracks the broader small-cap market. This comparison looks at how their costs, holdings, and risk profiles differ for long-term holders. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
PhonlamaiPhoto/iStock via Getty Images Why The May 12 Print Is The Inflection Point For Oklo Oklo ( OKLO ) currently trades around $77, and is down roughly 50% from its October 2025 high near $174. The fundamentals behind the stock have not weakened in that window though. Meta has signed a 1.2 GW power agreement with Oklo in January, Microsoft pulled its Three Mile Island restart timeline forward ...
PhonlamaiPhoto/iStock via Getty Images Why The May 12 Print Is The Inflection Point For Oklo Oklo ( OKLO ) currently trades around $77, and is down roughly 50% from its October 2025 high near $174. The fundamentals behind the stock have not weakened in that window though. Meta has signed a 1.2 GW power agreement with Oklo in January, Microsoft pulled its Three Mile Island restart timeline forward to 2027, and EPRI now expects data centers to consume 9-17% of US electricity by 2030 . The global pipeline of small modular reactor offtake agreements has nearly doubled to 45 GW , showing that the demand side of the AI nuclear thesis is delivering. But for some reason, the stocks are not. Seekingalpha The reason behind the fall is largely due to duration risk, which is just the discount applied to cash flows that arrive years from now rather than this quarter, as Oklo cannot deliver a single watt of power before 2027. Bloom Energy, which ships fuel cells today, is up around 134% year to date at the time of writing, as capital has rotated toward whatever solves the AI power problem here and now and discounted everything that solves it later. The rotation is understandable, but it is specifically mispricing Oklo as a consequence, because Oklo is the only listed SMR developer structured to capture the same long-tail revenue Bloom Energy is being rewarded for today. In addition, most of the SMR cohort sells reactors to others, while Oklo owns them and sells the power, which is a significant distinction. For Oklo, May 12 is where the timing pressure resolves when they deliver their Q1 2026 earnings. Right now short interest sits at around 16.5% of float, and Management has a stack of testable items to address. This includes the next DOE authorization gate for Aurora-INL, the July 2026 criticality target, the Atomic Alchemy first revenue commitment, and the long-rumored OpenAI partnership that has not yet been announced. Any one of these landing on the call resolves the duratio...