blackdovfx/E+ via Getty Images Tokenized real-world assets are gaining traction as investors shift focus from speculation to sustainable returns, with the market more than tripling to $19.3B by Q1 2026, Grvt CEO Hong Yea said in an interview with Seeking Alpha. “The driver is yield,” Yea said. “The onchain economy has matured past pure speculation.” He pointed to the rise of stablecoins, now a $32...
blackdovfx/E+ via Getty Images Tokenized real-world assets are gaining traction as investors shift focus from speculation to sustainable returns, with the market more than tripling to $19.3B by Q1 2026, Grvt CEO Hong Yea said in an interview with Seeking Alpha. “The driver is yield,” Yea said. “The onchain economy has matured past pure speculation.” He pointed to the rise of stablecoins, now a $320.8B market, as a key enabler of this shift. “What that ecosystem still lacks is sustainable, reliable yield,” he said, adding that tokenized treasuries and credit are helping fill that gap by offering returns “backed by real economic activity rather than token emissions.” Yea said this is unlocking idle capital in stablecoins such as USD Coin ( USDC-USD ) and Tether ( USDT-USD ). “Hundreds of billions sitting idle… can finally earn without leaving the chain,” he said. Commodities, particularly gold, are leading adoption as macro uncertainty drives demand for hedges. “Tokenized gold is simply the onchain expression of the same trade,” Yea said. “It trades almost like a stablecoin with macro upside.” The shift is also fueling what Yea described as “onchain macro” trading. “Traders want one venue to move between BTC, gold, oil, and equities without bridging across systems,” he said, noting activity across Bitcoin ( BTC-USD ) alongside commodity-linked assets. Derivatives are accelerating the trend. “Perps let traders express the same view with leverage… which is the higher utility instrument,” Yea said, as RWA perpetual volumes surpassed $500B in a single quarter. Grvt has processed nearly $289B in perpetual volume, with RWAs rapidly gaining share. “The point is not replacement. It is that one venue now serves both worlds,” he said. On risks, Yea flagged regulation and liquidity fragmentation. “If every issuer mints a different version of NVDA or gold, traders lose price discovery,” he said. Still, institutional participation is already emerging. “The participation is real, b...
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
JHVEPhoto/iStock Editorial via Getty Images Shares of Marriott International ( MAR ) have been an excellent performer over the past year, gaining over 40% of their value. Its growing hotel count continues to drive franchise revenue growth while providing the steady cash flow that markets value especially highly. While there are concerns that higher energy prices could crimp travel demand, this is ...
JHVEPhoto/iStock Editorial via Getty Images Shares of Marriott International ( MAR ) have been an excellent performer over the past year, gaining over 40% of their value. Its growing hotel count continues to drive franchise revenue growth while providing the steady cash flow that markets value especially highly. While there are concerns that higher energy prices could crimp travel demand, this is not yet apparent in results, though I am cautious, especially in Asia. I last covered Marriott in February, rating the stock a “hold” given valuation, and since then shares are flat, in keeping with the rating. With updated financials, now is a good time to revisit MAR. Seeking Alpha Q1 demand was strong, driving higher margins In the company’s first quarter , Marriott earned $2.72, which beat estimates by $0.17 as revenue grew 6% to $6.65 billion. Adjusted EPS was up 17%, thanks to continued margin expansion and the benefit of share repurchase. In the hotel industry, the most critical metric is RevPAR (revenue per available room), and MAR’s Q1 results was excellent, up 4.2% with the US gaining 4% and overseas up 4.6%. Asia was the standout at 7% while the Middle East obviously lagged given the war with RevPar down 1.9%. That will worsen meaningfully in Q2 given a full quarter impact. Overall though, demand for travel is strong, supporting both occupancy and pricing. Fee revenue grew 12% to $1.4 billion as MAR benefits from its larger hotel count and stronger revenue at those hotels. Within this, incentive fees increase 9% to $222 million, reflecting stronger hotel performance. Franchise and base management fees gained 13%, and its co-branded credit card has been an added source of growth as its Bonvoy loyalty program continues to gain in popularity. Over the past year, Marriott has grown its room count by 4.5%, helping to drive much of the fee revenue growth. Marriott now has 37 credit card partnerships across 13 countries, and revenue was up 37% from last year, putting th...
IDrive, a leading provider of cloud backup and storage solutions, today announced a major expansion of its cloud-to-cloud backup solution, adding new storage regions in India, Tokyo, Paris, South Korea, South America, and South Africa.
IDrive, a leading provider of cloud backup and storage solutions, today announced a major expansion of its cloud-to-cloud backup solution, adding new storage regions in India, Tokyo, Paris, South Korea, South America, and South Africa.
Gemth/iStock via Getty Images After the bell on Wednesday, we received first-quarter results from Beyond Meat ( BYND ). The plant-based meat company has seen its shares plunge in recent years due to ongoing revenue struggles, leading to large losses and cash burn. While the company was able to avoid bankruptcy in recent quarters, the latest results show that the ongoing turnaround is not going wel...
Gemth/iStock via Getty Images After the bell on Wednesday, we received first-quarter results from Beyond Meat ( BYND ). The plant-based meat company has seen its shares plunge in recent years due to ongoing revenue struggles, leading to large losses and cash burn. While the company was able to avoid bankruptcy in recent quarters, the latest results show that the ongoing turnaround is not going well. Previous coverage of the name The last time I looked at Beyond Meat was back in early April, after the company had announced Q4 results that were disappointing . Revenues came in towards the lower end of management's range, and Q1 guidance was less than stellar. Despite poor results, shares have jumped thanks to an overall surge in the market, climbing 45% since my prior coverage to Wednesday's close, compared to a 12% rise in the S&P 500. Q1 results and soft Q2 guidance For the quarter, Beyond Meat reported revenues of $58.2 million, matching reduced street estimates, and down 15.3% over the prior year period. While the company saw a 5.4% increase in net revenue per pound sold, total volumes were down 19.5%. Both U.S. and international foodservice segments saw more than 31% volume declines, while U.S. retail was also down nearly 15%. The Q1 revenue total was the lowest the company has reported in any quarter in several years. The company reported a gross profit of $2 million, or a 3.4% margin, compared to a nearly $7 million loss and -10.1% margin a year earlier. This year's period contained a $0.5 million charge related to the cessation of business activities in China. Likewise, operating losses came down significantly to $41.1 million, including a number of charges, but that still was an operating margin of negative 70.6%. On the bottom line, the net loss was more than halved to $28.5 million, which is still significant for this low revenue base. The big problem yet again was poor current-quarter guidance. For the June period, management is calling for revenues to be ...
Alaris Equity Partners Income Trust (TSX: AD.UN) is issuing this news release to correct the conference call dial-in information contained in its news release dated May 6, 2026. The corrected dial-in information is: [ Q1 Webcast ]. All other information contained in the original news release remains unchanged. The corrected release follows:
Alaris Equity Partners Income Trust (TSX: AD.UN) is issuing this news release to correct the conference call dial-in information contained in its news release dated May 6, 2026. The corrected dial-in information is: [ Q1 Webcast ]. All other information contained in the original news release remains unchanged. The corrected release follows:
Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and value the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a sepa...
Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and value the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.”
Fritz Jorgensen/iStock Editorial via Getty Images Although I am a shareholder of Meta Platforms, Inc. ( META ) and bullish about Meta Platforms over the long run, I rated the stock as a “Hold” in my last article , which was published at the beginning of February 2026. In the conclusion, I explained why I was a bit cautious in the short-to-mid-term: Meta Platforms remains a great business and has t...
Fritz Jorgensen/iStock Editorial via Getty Images Although I am a shareholder of Meta Platforms, Inc. ( META ) and bullish about Meta Platforms over the long run, I rated the stock as a “Hold” in my last article , which was published at the beginning of February 2026. In the conclusion, I explained why I was a bit cautious in the short-to-mid-term: Meta Platforms remains a great business and has the potential to continue growing at a high pace in the years to come. Nevertheless, the company remains very dependent on advertising, and we should not rule out lower growth rates for several quarters, as companies might reduce the amount spent on advertising (for example, during a recession). Meta Platforms is trying to diversify its business, but it will take a long time before subscriptions or other forms of revenue will contribute a meaningful part to the top line. In my opinion, Meta Platforms is a long-term “Hold.” Since my last article was published, the stock declined almost 9% and clearly underperformed the broader market (the S&P 500 increased about 4.5%). Meta is clearly in a corrective pattern right now, which is not surprising following the run from below $90 in late 2022 to almost $800 in the summer of 2025. In the following article, I will argue why Meta Platforms is a solid investment at this point. I will show why Meta Platforms is at least fairly valued again, but I will also show how Meta’s efforts to diversify its business away from advertising are progressing so far. Quarterly Results On April 29, 2026, Meta Platforms reported first quarter results for fiscal 2026 and the company did beat analysts’ expectations for earnings per share as well as revenue once again (it was the 13 th double beat in a row). Revenue increased from $42,314 million in Q1/25 to $56,311 million in Q1/26 – resulting in 33.1% year-over-year growth. Income from operations increased 30.3% from $17,555 million in the same quarter last year to $22,872 million in this quarter. Finally...
Two Wall Street firms trimmed their price targets on DoorDash (NASDAQ:DASH) stock on May 7 following the food delivery giant’s Q1 2026 earnings, even as shares jumped after hours on a strong Q2 2026 outlook. Goldman Sachs cut its target to $280 from $286 while keeping a Buy rating, and Piper Sandler analyst Thomas Champion ... DoorDash Just Got Two Price Target Cuts: Is the Q2 GOV Beat Enough to S...
Two Wall Street firms trimmed their price targets on DoorDash (NASDAQ:DASH) stock on May 7 following the food delivery giant’s Q1 2026 earnings, even as shares jumped after hours on a strong Q2 2026 outlook. Goldman Sachs cut its target to $280 from $286 while keeping a Buy rating, and Piper Sandler analyst Thomas Champion ... DoorDash Just Got Two Price Target Cuts: Is the Q2 GOV Beat Enough to Salvage the Quarter?
Ag Growth press release ( AGGZF ): Q1 Revenue of $282.16M (-1.6% Y/Y). Order book down 19% YOY to $588.9M. Adjusted EBITDA of $25M. More on Ag Growth International Ag Growth International Inc. (AFN:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Ag Growth International Financial information for Ag Growth International
Ag Growth press release ( AGGZF ): Q1 Revenue of $282.16M (-1.6% Y/Y). Order book down 19% YOY to $588.9M. Adjusted EBITDA of $25M. More on Ag Growth International Ag Growth International Inc. (AFN:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Ag Growth International Financial information for Ag Growth International
cookelma Semiconductor stocks surged to fresh highs as booming AI-driven chip demand fueled what TS Lombard described as a "semiconductor hypercycle" in its May Strategy Chartbook. The firm’s “Chart of the Month” highlighted a sharp acceleration in both global semiconductor sales and Taiwan export orders, underscoring the scale of the ongoing hardware rally. TS Lombard said semiconductor stocks ha...
cookelma Semiconductor stocks surged to fresh highs as booming AI-driven chip demand fueled what TS Lombard described as a "semiconductor hypercycle" in its May Strategy Chartbook. The firm’s “Chart of the Month” highlighted a sharp acceleration in both global semiconductor sales and Taiwan export orders, underscoring the scale of the ongoing hardware rally. TS Lombard said semiconductor stocks had significantly outperformed software companies as advances in artificial intelligence increasingly challenged the traditional software-as-a-service, or SaaS, model. According to the report, global semiconductor sales growth climbed to nearly 80% year-over-year, while Taiwan export orders surged more than 66%, reflecting continued strength in AI infrastructure spending and hardware demand. The note also pointed to rising AI adoption rates across businesses as a major driver of the trend. A chart tracking paid subscriptions to AI models, platforms, and tools showed adoption steadily increasing among both large enterprises and smaller firms. TS Lombard said the divergence between hardware and software stocks had widened as investors increasingly favored chipmakers and semiconductor equipment firms over software companies exposed to disruption from generative AI tools. The report added that the macro backdrop continued to support semiconductor demand despite broader geopolitical and energy-market volatility tied to the Iran conflict. Taiwan and South Korea, while exposed to higher energy costs as oil importers, were being supported by surging chip exports and AI-related demand. The growing dominance of AI infrastructure spending has become one of the defining market themes of 2026, with investors continuing to rotate into semiconductor-linked stocks as global chip demand accelerated. Here is the chart: TS Lombard More related stories AI Revolutionizing Biopharma: Faster, Better, Cheaper A Subtle Change Took Place For The Capex Story Magnificent Earnings May Not Last Boockvar f...
Tesla (NASDAQ: TSLA) is still growing, but the bigger story is whether Robotaxi, FSD, energy, and AI can turn into real, high-margin revenue streams. The stock's upside depends less on one quarter and more on whether these future bets start showing up in usage, cash flow, and margins. Stock prices used were the market prices of May 2, 2026. The video was published on May 5, 2026. Continue reading
Tesla (NASDAQ: TSLA) is still growing, but the bigger story is whether Robotaxi, FSD, energy, and AI can turn into real, high-margin revenue streams. The stock's upside depends less on one quarter and more on whether these future bets start showing up in usage, cash flow, and margins. Stock prices used were the market prices of May 2, 2026. The video was published on May 5, 2026. Continue reading
Artificial intelligence (AI) has played a central role in driving the stock market rally over the past few years. That's not surprising, as the massive investments in data center infrastructure and the deployment of AI software by enterprises have been driving up revenue and earnings growth for companies across several industries. The Global X Artificial Intelligence & Technology ETF , an AI-focus...
Artificial intelligence (AI) has played a central role in driving the stock market rally over the past few years. That's not surprising, as the massive investments in data center infrastructure and the deployment of AI software by enterprises have been driving up revenue and earnings growth for companies across several industries. The Global X Artificial Intelligence & Technology ETF , an AI-focused exchange-traded fund that invests in companies benefiting from deploying AI in their products and services and selling related hardware, has soared by 145% over the past three years. That's well above the 85% appreciation in the S&P 500 index over the same period. AI stocks can continue to outperform the broader market, as companies in this sector continue to report stunning growth quarter after quarter. In fact, there are a few AI stocks that have the potential to even double this year. Let's look at two such names. Continue reading
Thomas Barwick/DigitalVision via Getty Images It has already been five and a half months since my previous coverage of Marriott Vacations Worldwide Corporation ( VAC ). It has delivered 43% returns, which justifies my buy or bullish rating before. And now, I believe that it already had a good run, although resilient travel demand may still support further upside. Valuation now suggests caution, wh...
Thomas Barwick/DigitalVision via Getty Images It has already been five and a half months since my previous coverage of Marriott Vacations Worldwide Corporation ( VAC ). It has delivered 43% returns, which justifies my buy or bullish rating before. And now, I believe that it already had a good run, although resilient travel demand may still support further upside. Valuation now suggests caution, while dividends say it's for keeps. Technicals adhere to it due to recent selling pressures. VAC Q1 2021: Strength Sustained But Mounting Cost Pressures Have Increased Travel demand has been resilient in the past year despite concerns about the revenge travel end. Yet, the hype has continued due to various factors supporting travel spending. However, the mounting impact of stubborn inflation is already manifesting in the operations of hotels and resorts. Even an established timeshare name like Marriott Vacations Worldwide Corporation is experiencing this. We can see this in its most recent performance. In Q1 2026, its operating revenue amounted to $1.26B, up by 4.8% YoY from $1.20B. This was a notable improvement from my previous coverage considering the 3.2% YoY decrease. If you look at its revenue per segment, sale of vacation ownership products decreased YoY. This should not be surprising considering the lower contract sales. The number of tours also decreased. I think we can point this to stubborn inflation during the quarter and the impact of the geopolitical tension in the Middle East. It has no properties there, but it has exposure because of its sales offices in big cities like Dubai to invite customers and travelers from the region. The tension may have disrupted the operations in the region. Another factor is that tours became more expensive due to higher fuel prices. On a lighter note, its VPG or volume per guest recovered. This means that it made more sales in every visit or tour. This showed the productivity of VAC. Because of lower tour counts, it had to make th...