Last year, Eli Lilly (NYSE: LLY) made history when it became the first healthcare company to reach a market cap of $1 trillion. However, the stock hasn’t performed that well since then. The drugmaker’s value has dropped to $920 billion as of writing. Could Eli Lilly bounce back, cross the $1 trillion mark once again, and beat its healthcare peers to a $2 trillion valuation? The company may be able...
Last year, Eli Lilly (NYSE: LLY) made history when it became the first healthcare company to reach a market cap of $1 trillion. However, the stock hasn’t performed that well since then. The drugmaker’s value has dropped to $920 billion as of writing. Could Eli Lilly bounce back, cross the $1 trillion mark once again, and beat its healthcare peers to a $2 trillion valuation? The company may be able to do so, provided several things go its way. Image source: The Motley Fool. Getting to a $2 trillion market cap from Eli Lilly’s current levels would require a compound annual growth rate of about 11.7% over the next seven years. That’s no easy feat, but if Eli Lilly can pull it off, it will likely be due in large part to its work in the weight loss market. Eli Lilly is now the leader in this field, but it faces competition that will intensify over the next few years. Continue reading
Shares in rare earth company MP Materials (NYSE: MP) rose by 36.8% in April, according to data from S&P Global Market Intelligence . The move due to a series of events rather than a one-off catalyst. The interesting thing is that they all highlight the long-term case for buying the stock. First, as readers already know, the company's rare-earth peer, USA Rare Earth (NASDAQ: USAR) , rose 72% in Apr...
Shares in rare earth company MP Materials (NYSE: MP) rose by 36.8% in April, according to data from S&P Global Market Intelligence . The move due to a series of events rather than a one-off catalyst. The interesting thing is that they all highlight the long-term case for buying the stock. First, as readers already know, the company's rare-earth peer, USA Rare Earth (NASDAQ: USAR) , rose 72% in April on the back of derisking its business model through ensuring it had an adequate supply of rare-earth elements and oxides before it commissions its own rare-earth mining operation, Round Top, in 2028. The significant rerating of a peer reads well for MP Materials, particularly as, unlike USA Rare Earth, it already has rare-earth mining operations in place and is expanding magnet-producing capability, including the construction of its 10X facility. Continue reading
Things may be turning around for one of the most beaten-down parts of the stock market: software. The iShares Expanded Tech-Software ETF (IGV) is up nearly 14% over the past month. It also gained more than 4% in April, snapping a three-month decline. Still, the IGV is down 14% for the year, as investors fear artificial intelligence will take market share from many software-as-a-service companies —...
Things may be turning around for one of the most beaten-down parts of the stock market: software. The iShares Expanded Tech-Software ETF (IGV) is up nearly 14% over the past month. It also gained more than 4% in April, snapping a three-month decline. Still, the IGV is down 14% for the year, as investors fear artificial intelligence will take market share from many software-as-a-service companies — leading to a "SaaSpocalypse." But the recent move higher could have legs, especially as several individual stocks break out. "Software as a group is far less correlated than semiconductors recently, with some members of the index having already broken out from their respective multi-week base patterns," wrote Jason Hunter, technical strategist at JPMorgan. Hunter highlighted several software names experiencing such moves. Among them: Palo Alto Networks , Oracle , Microsoft and CrowdStrike . Oracle is the best performer of the four, rising more than 35.5% over the past month. The stock closed at $194.59 on Thursday, not far from levels last seen in January. ORCL 1Y bar ORCL 1-yr Microsoft, up 3.2% in May and 12% over the past month, is also positioning for a move higher. The stock in April broke back above $400 after tumbling below the level in mid-March. It also closed at $420.77 on Thursday, near levels not seen since February. MSFT YTD bar MSFT in 2026 Palo Alto Networks and CrowdStrike, meanwhile, closed Thursday at their highest levels since December. The former has soared nearly 10% this month, while the latter has gained 13%.
(RTTNews) - Modern card issuing platform Marqeta, Inc. (MQ) Thursday announced the appointment of Lukasz Strozek as Chief Technology Officer, effective May 18, 2026.
(RTTNews) - Modern card issuing platform Marqeta, Inc. (MQ) Thursday announced the appointment of Lukasz Strozek as Chief Technology Officer, effective May 18, 2026.
Jeffrey Rosenberg, portfolio manager of the Systemic Multi-Strategy Fund at BlackRock, reacts to the April US jobs report as he sees a trade-off in the data between a strong headline number and weakness in income. (Source: Bloomberg)
Jeffrey Rosenberg, portfolio manager of the Systemic Multi-Strategy Fund at BlackRock, reacts to the April US jobs report as he sees a trade-off in the data between a strong headline number and weakness in income. (Source: Bloomberg)
Sergii Zyskо/iStock via Getty Images Introduction I have never written an article on LandBridge Company LLC ( LB ) that didn’t have a Strong Buy rating. My most recent article was written on February 28, when I made clear that I’m betting my reputation on this stock. And, as most of you will know, that’s not clickbait, as LandBridge is my largest investment. Right now, it accounts for 15% of my po...
Sergii Zyskо/iStock via Getty Images Introduction I have never written an article on LandBridge Company LLC ( LB ) that didn’t have a Strong Buy rating. My most recent article was written on February 28, when I made clear that I’m betting my reputation on this stock. And, as most of you will know, that’s not clickbait, as LandBridge is my largest investment. Right now, it accounts for 15% of my portfolio. That’s due to two reasons: I have been an aggressive buyer on stock price weakness. I started buying in the week of its IPO, which means its favorable performance has pushed my equity value up as well. Nonetheless, as well as LB may have done after its IPO, it has been rather stagnant and very volatile in recent quarters. After rising to the low-$80 range in 2024, the stock has been stuck in a very wide $45-$85 range that included a number of steep rallies and corrections. StockCharts (LB) If you have been an LB owner, you know that sudden 30% rallies are just as common as “random” 25% corrections. It annoys me. I’m not going to lie about that. Given how much money I have in LB, seeing these real money fluctuations isn’t always fun. However, it’s part of the game. LandBridge is small, which always adds more volatility. LandBridge operates in a niche as a Permian landowner. LandBridge is often misunderstood, as it focuses on produced water and surface operations like data centers. Because of this, many are unsure how to value LB and believe the data center thesis is a long shot. Recent years have seen elevated oil price volatility (and weakness), which caused the market to bet on slower growth in general Permian Basin activity. These are just some of the reasons that make this stock way more volatile than the average blue-chip stock you may be holding. But as annoying as this may be, LandBridge continues to shine fundamentally, as its operations are growing rapidly. In its just-released first-quarter results, the company saw progress across the board, hiked its guid...
Just_Super/iStock via Getty Images Thesis Summary The stock market has seen a historic rally in the last few weeks. In spite of geopolitical instability, liquidity headwinds and a change of leadership at the Fed, we are approaching mid-terms at all-time highs. That begs the question: What stops this rally? Earnings are coming in strong, the economy seems to be accelerating, and AI spending/product...
Just_Super/iStock via Getty Images Thesis Summary The stock market has seen a historic rally in the last few weeks. In spite of geopolitical instability, liquidity headwinds and a change of leadership at the Fed, we are approaching mid-terms at all-time highs. That begs the question: What stops this rally? Earnings are coming in strong, the economy seems to be accelerating, and AI spending/productivity is a tailwind. The risk here, as it was back in 1999, is that the economy overheats, and the Fed’s hand is forced into rate hikes. This could unwind this historic rally, pull back AI spending, and contract valuations. Why Do (Some) Stocks Keep Rallying? First off, it's important to note that the current rally we’ve seen since the Iran lows has been incredibly concentrated. Semiconductors and other AI adjacent stocks have led the way in a big way, and this is reflected in market breadth. SPX market breadth (Trendspider) Making new highs on lower breadth is often seen as a sign of weakness. However, it may be just a matter of the market rotating from one asset to another. We’ve seen this dynamic play out a lot over the last few years, and I’d argue that we have some rotation left to do in this market. The Economy Is Re-Accelerating We can argue the merits of AI at some other time, and I have in fact already done so often. What we can’t deny is that, for now, the economy is re-accelerating. This is being brought about by AI spending, healthy fiscal stimulus and a pretty dovish outlook for monetary policy (at least for now) LEI (MacroMicro) Leading economic indicators have begun to turn up, and if we look at things like the ISM manufacturing index, it definitely looks like we’re on an upswing. Another telling chart is bank lending. Bank Lending (MacroMicro) We’ve seen a healthy increase in bank lending in the US, especially in terms of business loans. Again, this is a pretty good sign that the economy is re-accelerating. In this regard, while I do think the AI trade is ov...
The question is not whether Amazon (NASDAQ: AMZN) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems, but only one has a deeper problem. Oracle (NASDAQ: ORCL) has raised money “off-balance-sheet’, and its financial obligations are said to be as high as $300 billion. ... Amazon Starts To Run Low On Cash
The question is not whether Amazon (NASDAQ: AMZN) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems, but only one has a deeper problem. Oracle (NASDAQ: ORCL) has raised money “off-balance-sheet’, and its financial obligations are said to be as high as $300 billion. ... Amazon Starts To Run Low On Cash
Ukraine said it struck two major fuel-producing facilities and an oil pumping station in Russia, adding more pressure on the nation’s refinery runs that hit multi-year lows in April. Drones hit an oil refinery in Yaroslavl, about 282 kilometers (175 miles) northeast of Moscow, overnight, according to Ukraine’s President Volodymyr Zelenskiy . There were also fresh strikes on the Permnefteorgsintez ...
Ukraine said it struck two major fuel-producing facilities and an oil pumping station in Russia, adding more pressure on the nation’s refinery runs that hit multi-year lows in April. Drones hit an oil refinery in Yaroslavl, about 282 kilometers (175 miles) northeast of Moscow, overnight, according to Ukraine’s President Volodymyr Zelenskiy . There were also fresh strikes on the Permnefteorgsintez refinery in Perm and a nearby oil pumping station, both about 1,500 kilometers east of the Russian capital, and hit earlier in the week, the country’s Security Service SBU said on Telegram. A fire broke out at one of the crude-processing units at the refinery and a reservoir tank was hit at the station, it added. The refineries are among Russia’s 10 biggest fuel-producing facilities. The Yaroslavl plant, which is co-owned by Rosneft PJSC and Gazprom Neft PJSC , can process around 300,000 barrels per day. The Perm refinery, owned by Lukoil PJSC , has the capacity for about 260,000 barrels. The Perm pumping station is on the Russian trunk pipeline network that moves crude from western Siberia into central Russia, as well as Lukoil’s refinery. Ukraine has intensified strikes on Russia’s oil infrastructure this spring, targeting assets from refineries to sea terminals, almost daily, to reduce the windfall revenues that Moscow is reaping from the current global oil rally. The April attacks have cut average daily runs at Russian refineries to their lowest level since December 2009 , according to estimates from the analytics firm OilX. READ MORE: Ukraine Ramps Up Drone Strikes Ahead of Moscow’s Parade Lukoil, Gazprom Neft and Transneft PJSC , the state-run oil pipeline operator, didn’t immediately respond to requests for comments. The governor of the Yaroslavl region, Mikhail Yevrayev, said in a Telegram statement that an unidentified industrial facility was hit by drones and a fire was quickly extinguished. The governor of Perm region, Dmitry Makhonin, said Ukrainian drones had s...
Klaus Vedfelt/DigitalVision via Getty Images With earnings season in full swing and attention seemingly captivated with movements in the Middle East and their associated impacts on the oil economy , one could view the monthly jobs release as a pleasant change of scenery. The April release showing job additions exceeding expectations also provides for a positive end to the trading week. Preliminary...
Klaus Vedfelt/DigitalVision via Getty Images With earnings season in full swing and attention seemingly captivated with movements in the Middle East and their associated impacts on the oil economy , one could view the monthly jobs release as a pleasant change of scenery. The April release showing job additions exceeding expectations also provides for a positive end to the trading week. Preliminary signs of today's jobs release were released on Wednesday with the private sector ADP report , which showed 109K job additions, the best mark in almost a year and a half. Granted, while the calculus for the ADP report and the Labor Department's release are different in significant ways, the report still provided a slight preview of what's to come, in my view. Ahead of the release, market indexes were continuing to power higher on the backs of AI-fueled optimism, as well as a fairly decent earnings season so far. The Dow Jones Industrial Average ( DJI ), Nasdaq Composite ( NDX ), and S&P 500 ( SPY ) have all traded higher through the trading week. Seeking Alpha - 1-MTH Returns Of DJI, SP500, & NDX Futures also remained higher prior to today's release and held in the immediate time post-release. In my view, the data marked a return to normal following two months of healthcare-related distortions. The better-than-expected reading also showed that the bar for health remains around the 50K to 100K mark, with higher readings increasingly possible. Here's what to know about the April jobs report. What Sectors Added Jobs in April? Job growth was fairly broad-based in April, with most sectors adding 20K jobs or more. This was a positive sign following the gains that were concentrated mainly over health care last month. BLS - Summary Of Employment Change By Industry In April On an overall basis, employers added 115K jobs in April, well above the 55K jobs expected. Driving the gains were health care and the transportation and warehousing sectors, each of which added 37K and 30K jobs, ...
US Jobs Jump 115K, Smashing Estimates; Unemployment Rate Unchanged At 4.3% In his preview of today's NFP report, Goldman's Delta One head wrote that " NFP almost feels like a sideshow at this point. You can argue weak labor data gives a Warsh led Fed enough cover to cut, but with oil and input inflation still elevated there’s also an argument that a weakening labor market alongside a constrained F...
US Jobs Jump 115K, Smashing Estimates; Unemployment Rate Unchanged At 4.3% In his preview of today's NFP report, Goldman's Delta One head wrote that " NFP almost feels like a sideshow at this point. You can argue weak labor data gives a Warsh led Fed enough cover to cut, but with oil and input inflation still elevated there’s also an argument that a weakening labor market alongside a constrained Fed is actually the more difficult combination for risk assets. " With that in mind, moments ago the BLS reported that in April the US added a red hot 115K, above the median consensus of 65K (and near the upper end of the forecast range which peaked at 133K), down from an upward revised (for once) 185K (originally 178K). This was the first back to back gain in jobs in a year. The change in February jobs was revised down by 23,000, from -133,000 to -156,000, and the change for March was revised up by 7,000, from +178,000 to +185,000. With these revisions, employment in February and March combined is 16,000 lower than previously reported A look below the surface reveals a less impressive picture: while payrolls rose to a new record high, actual employment has dropped to the lowest since January 2025... ... as the monthly change in payrolls has disconnected dramatically from actual jobs, which dropped by 226K in April and are now down 4 months in a row! Also worth noting: while it's seasonal, in April the US saw 391K jobs added only in speadsheets thanks to a surge in Birth/Death model adjustments, the highest since October, and clearly a revision of the previous trend of revising birth death adjustments lower. The unemployment rate was unchanged at 4.3%, in line with expectations, which is odd since all major ethnic groups saw their unemployment rate increase ... ... while the Labor Force Participation Rate dipped to 61.8% from 61.9%. The employment-population ratio, at 59.1 percent, changed little in April. These measures edged down over the year after accounting for annual p...
William Barton/iStock Editorial via Getty Images London-based HSBC Holdings ( HSBC ) has "substantially completed" the review of its lending procedures, which comes in the wake of a $400M provision booked over a fraud in its UK business, Reuters reported , citing Chairman Brendan Nelson. Shares were 0.85% higher at $89.73 during pre-market trading on Friday. Higher credit losses had adversely impa...
William Barton/iStock Editorial via Getty Images London-based HSBC Holdings ( HSBC ) has "substantially completed" the review of its lending procedures, which comes in the wake of a $400M provision booked over a fraud in its UK business, Reuters reported , citing Chairman Brendan Nelson. Shares were 0.85% higher at $89.73 during pre-market trading on Friday. Higher credit losses had adversely impacted first-quarter profit at the London-based bank. The provision was said to be linked to the collapse of the U.K.-based mortgage finance firm Market Financial Solutions, given HSBC's exposure via Apollo Global Management ( APO ) unit Atlas SP. So far, HSBC determines the issue to be a one-off rather than systemic, and the bank expects to recover some of the money, the Reuters report published on Friday, May 8, said. "We haven't booked a loss yet, at the moment it is just a provision, there is a long way to go before we determine the actual amount lost," Nelson reportedly told shareholders when questioned about HSBC's risk management and lending procedures at the annual shareholder meeting in London on Friday. More on HSBC Holdings HSBC: Upside, But Not At This Valuation HSBC Holdings plc (HSBC) Q1 2026 Earnings Call Transcript HSBC Holdings plc (HSBC) Presents at European Financials Conference 2026 Transcript Ten foreign financial stocks, ten strong buy ratings HSBC trades lower as higher credit losses hit Q1 profit