In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

Our 24/7 Wall St. price target for Google (NASDAQ: GOOGL) points to $502.88 over the next 12 months, which would take shares well past the $500 mark. With GOOGL trading at $383.25, that implies 31.21% upside. The model’s rating is buy with a high confidence reading of 90%. Cloud is compounding, Gemini usage is scaling ... Alphabet Stock: I See a Path to $500 by 2027

格隆汇5月5日｜法国总统马克龙将提名穆兰为法国中央银行行长。

格隆汇5月5日｜美国总统特朗普：伊朗用机枪向船只开火，但没有效果。

With global power needs skyrocketing, these three pioneers in next-gen nuclear are companies to watch.

Key PointsOklo's advanced microreactors, known as Aurora Powerhouses, are designed to utilize used nuclear fuel.

Investors are watching Dutch Bros (NYSE: BROS) ahead of first-quarter results due tomorrow after the bell. The stock is down 7.15% year to date but has rallied 12.89% over the past month. This report needs to justify that bounce. A Quiet Year, A Loud Comeback The setup is interesting. After Dutch Bros closed 2025 at ... Can Dutch Bros. Keep Brewing Up Gains?

hapabapa/iStock Editorial via Getty Images Lam Research ( LRCX ) has gained ~20% since our last "Buy-rated" article on the stock in March. While the stock has corrected from its recent peak of ~$270, we believe its earnings release has all but strengthened its investment case—outlook upgrade on WFE and advanced packaging, and hyperscaler earnings confirming the AI capex cycle. Data by YCharts Q3 FY2026 earnings wrap Lam Research delivered another quarter of consecutive growth, which is now its in its eleventh quarter of unabated growth. The company posted results which beat revenue and EPS estimates, while also upgrading its CY2026 WFE outlook from $135B to $140B. The Customer Support Business Group (CSBG), which we highlighted in our previous article as being margin accretive and that it benefits from customers upgrading/maintaining their existing equipment, crossed the $2B milestone in quarterly revenue. This reflects a 6% Q/Q or 25% Y/Y growth rate. We described this segment as the "earnings anchor" that benefits from Lam's large and growing install base, with counter-cyclical characteristics. The management has mentioned in the Q3 earnings call that ongoing improvements, such as the Dextro cobot platform, will be further margin drivers. China-dependent revenue is slowly peeling off with 34% of revenue from China in the quarter, compared to 35% from the prior quarter. Meanwhile, Korea and Taiwan each contributed 23% of revenue, which was a record and reflects accelerating leading edge spending from TSMC ( TSM ) and Samsung as GAA and HBM programs ramp up. Metric Q2 FY2026 (Dec 2025) Q3 FY2026 (Mar 2026) Guidance Midpoint YoY Change Revenue $5.34B $5.84B $5.70B +24% Non-GAAP Gross Margin 49.7% 49.9% ~49% +220 bps Non-GAAP Operating Margin 34.3% 35.0% ~34% +430 bps Non-GAAP EPS $1.27 $1.47 $1.35 — EPS Beat vs. Consensus +8.5% +8.1% — — Click to enlarge Source: Company, Market estimates, Himalayas Research estimates Q4 FY2026 Guidance: Another Step-up The company ha...

Image source: The Motley Fool. Tuesday, February 3, 2026 at 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Apple is in early discussions with Intel and Samsung about producing processors for its devices in the U.S., according to Bloomberg

dusanpetkovic/iStock via Getty Images United Natural Foods ( UNFI ) has rallied roughly 146% from its 52-week low of $20.78 to trade around $51 today. Over the last two years, UNFI's management has made a smart decisions to shed unprofitable distribution volume, reduce debt, and drive EBITDA meaningfully higher on a shrinking revenue base. In the latest Q2 results, the company continued that trend and the stock has moved materially higher. I think the problem I see today is that stock has run well past what the fundamentals justify. While the balance sheet has made material progress, the the customer concentration embedded in its Whole Foods relationship that accounts for roughly 22% of total revenue is a risk. Owned by Amazon ( AMZN ) who's been deepening its relationship with a direct UNFI competitor, I think that this remains one of the more underappreciated overhangs in the story. A look at Q2 FY26 results When looking at the latest quarter for UNFI, the main takeaway was that revenues disappointed but profitability has been improving. On the top line, revenues declined 2.6% to $7.95 billion and missed sellside estimates of $8.11 billion by $161 million . Of that revenue decline, management attributed nearly 500bps to network optimization actions which included an accelerated exit from its Allentown distribution center. For better or worse, UNFI has essentially had to deliberately shrink its business to exit low-margin distribution volume, improve EBITDA per dollar of sales, and let the profitability metrics recover even as the top line contracts. On the bottom line, EPS of $0.62 beat the $0.51 consensus and was 11 cents above expectations. On EBITDA, UNFI's EBITDA grew by 22% to $179 million. Relative to the depressed EBITDA margins the business experienced in 2024, these were strong numbers that showed that the underlying health of the business has improved. Seeking Alpha Company Filings Looking at the segment breakdown, natural product sales grew 7% year over...

格隆汇5月5日｜据央视，当地时间5月5日，欧盟航空安全局发布公告称，已将其涵盖中东和波斯湾冲突区的飞行警告有效期延长至2026年5月12日。

Micron stock surges on booming memory chip demand Yahoo Finance UK

Micron stock surges on booming memory chip demand Yahoo Finance

Earnings Call Insights: Rockwell Automation (ROK) Q2 fiscal 2026 Management view Rockwell described Q2 as an outperformance versus its own expectations, with CEO Blake Moret saying, "Rockwell delivered especially strong operating performance this quarter with sales, margins and EPS all coming in above our expectations" (President, Chairman & CEO Blake Moret). Management highlighted demand broadening beyond prior concentrations, with Moret stating, "We saw an improvement in customer demand across a broader range of industries in Q2, such as e-commerce, warehouse automation, data center, semiconductor and energy" (President, Chairman & CEO Moret), while also noting delays in large investments: "persistent trade volatility and geopolitical uncertainty continued to delay large capital investments in other industries, including automotive and consumer packaged goods" (President, Chairman & CEO Moret). Rockwell pointed to product and vertical momentum in controllers and automation logistics, including Moret’s comments that Software & Control organic sales were up 17% and that "Logix itself grew over 20% in the quarter" (President, Chairman & CEO Moret), alongside OTTO AMR traction and new logo wins (including end-to-end battery manufacturing automation in China). The company completed the Sensia joint venture dissolution and framed it as executed to plan, with Moret stating, "The dissolution of our Sensia joint venture is now complete and executed as planned" (President, Chairman & CEO Moret). CFO Christian Rothe emphasized tariffs/pricing discipline and neutrality goals, saying, "We continue to expect pricing actions to fully recover tariff costs this year" and "Maintaining earnings neutrality remains our focus" (Senior VP & CFO Christian Rothe). Outlook Management raised full-year sales growth expectations, with Moret saying, "We now expect both our reported and organic sales growth to be in the 5% to 9% range" (President, Chairman & CEO Moret). Profitability and EPS gu...

Michael Saylor ’s Bitcoin accumulation firm Strategy Inc. has survived yet another crypto market meltdown with some fresh financial engineering. The outlook could have hardly looked more dire. Back on Feb. 5, the cryptocurrency had lost half its value and the common shares used to fund most of its token purchases had tumbled by an even greater amount. That was all before the firm disclosed a $12.4 billion loss later that afternoon. Exactly three months later, Strategy will report another multibillion-dollar loss for the first quarter to write down the value of its roughly $64 billion horde. But few investors seem to care. Bitcoin has clawed its way up from its recent lows to $80,000 and the shares have jumped. Saylor is once again the talk of the digital-asset market and beyond; however, the underlying risks remain the same. The recovery is largely thanks to hybrid securities known as perpetual preferred shares that Strategy began selling last year. The dividend-paying shares have been used to finance the current Bitcoin buying spree by Saylor, the co-founder and executive chairman of the one-time enterprise-software maker formerly known as MicroStrategy. Market observers have credited Strategy — which bought more than $4 billion of Bitcoin in April — as underpinning demand for the coin amid the general market uncertainty caused by the military conflict in the Middle East. The niche securities have been used by banks, utility companies and real estate firms to meet regulatory capital requirements and were typically sold to institutional investors. Strategy has been marketing what they call Stretch preferred to retail buyers over platforms including Robinhood and Charles Schwab, touting the junk-bond-level yielding securities as an alternative to money market funds. “They have found an audience,” said Michael Youngworth , head of global convertibles and preferred strategy at Bank of America . “It’s people who trust ‘Bank of MicroStrategy’ here. You have to be comfort...

Micron Is Set to Surpass $700 Billion Market Cap for the First Time. The Stock Is Surging. Barron's

Micron Technology stock surges and is on pace to close with a market cap above $700 billion for the first time on record. Memory stocks may not be cyclical this time, a new report says.

Nvidia (NASDAQ:NVDA) is up over 93% in the past year, though it is up less than 2% in the past six months. On the other hand, Seagate (NASDAQ:STX) is up a massive 717% in the past year and up 151% in the past six months alone. As of this writing, the stock has surged over 15% in ... The Best-Performing AI Stock Nobody Is Talking About Has Outrun Nvidia by a Mile

Image source: The Motley Fool. Tuesday, May 5, 2026 at 8 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite

franckreporter/iStock via Getty Images Mid-cap stocks delivered some of the market's most dramatic one-month gains, with semiconductors and pharmaceuticals leading a broad-based surge that saw multiple names more than double in price. Seeking Alpha's Quant Rating system flagged several of these movers early, with Strong Buy scores clustering near the top of the list, underscoring how momentum and earnings catalysts can rapidly realign quant signals with price action. Below is a list of the top 10 performing mid-cap stocks over the past month. The list includes companies from sectors such as semiconductors, pharmaceuticals, electronic components, and application software. The list is topped by MaxLinear, Inc. ( MXL ), which posted an extraordinary one-month gain of 334.48% and carries a Strong Buy Quant Rating of 4.99. Organon & Co. ( OGN ) and Lightwave Logic, Inc. ( LWLG ) follow with gains of 108.49% and 106.14%, respectively, while AXT, Inc. ( AXTI ) and Aehr Test Systems, Inc. ( AEHR ) round out the top five. The list features significant representation from the semiconductor industry, with Navitas Semiconductor ( NVTS ) earning a Strong Buy rating of 4.95 and posting a one-month gain of 80.91%. Other notable performers include Global Business Travel Group, Inc. ( GBTG ) from the travel sector, Vishay Intertechnology, Inc. ( VSH ) in electronic components, Veradermics, Incorporated ( MANE ) in pharmaceuticals, and Hut 8 Corp. ( HUT ) in application software. Here is the list: MaxLinear, Inc. ( MXL ), 1 month performance percentage: 334.48% Organon & Co. ( OGN ), 1 month performance percentage: 108.49% Lightwave Logic, Inc. ( LWLG ), 1 month performance percentage: 106.14% AXT, Inc. ( AXTI ), 1 month performance percentage: 100.61% Aehr Test Systems, Inc. ( AEHR ), 1 month performance percentage: 93.16% Navitas Semiconductor Corporation ( NVTS ), 1 month performance percentage: 80.91% Global Business Travel Group, Inc. ( GBTG ), 1 month performance percentage: 67...

格隆汇5月5日｜美国总统特朗普：伊朗应该举白旗，投降。

IonQ (NYSE:IONQ) reports Q1 2026 results tomorrow after the close. After a string of contract wins, an acquisition spree, and the first $100M revenue year in public quantum history, this report could validate a rally that has lifted shares 56.14% in the last month. A Quantum Leader Pulling Away From the Pack Last quarter, IonQ ... Hold On Tight! Quantum Computing Leader IonQ Is About to Rocket Higher

格隆汇5月5日｜特朗普谈各国从美购入新石油：各国正在改变其习惯。

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Key PointsVanguard S&P 500 ETF maintains a lower expense ratio than State Street SPDR S&P 500 ETF Trust while tracking the same underlying index

Investors are watching Disney (NYSE:DIS) ahead of fiscal Q2 2026 results due before the bell tomorrow, May 6. Shares are barely holding $100 at $100.69, down 10.95% YTD. This is new CEO Josh D’Amaro’s first real test. D’Amaro Inherits a Crowded To-Do List Last quarter, Disney beat with adjusted EPS of $1.63 on revenue of ... Can Disney Keep Treading Above $100 After Earnings Tomorrow?

Earnings Call Insights: DuPont de Nemours, Inc. (DD) Q1 2026 Management View “Earlier today, we reported our first quarter financial results, which exceeded our previously communicated guidance.” (CEO & Director Lori Koch) Koch said DuPont delivered “organic sales growth of 2%, 130 basis points of pro-forma margin expansion and double-digit adjusted EPS growth,” and added that “free cash flow generation and conversion were solid in the quarter.” Koch tied guidance changes and near-term commercial actions to geopolitics, saying, “As a result of our first quarter performance, along with price increases due to the Middle East conflict, we are raising our full year 2026 financial guidance.” She also announced capital return: “We also announced that we expect to launch a $275 million accelerated share repurchase under our existing program.” “Net sales of $1.7 billion were up 4% versus the year-ago period on 2% organic sales growth and a 2% benefit from currency.” (Senior VP & CFO Antonella Franzen) She said “first quarter operating EBITDA of $414 million increased 15% versus the year-ago period,” and noted “transaction-adjusted free cash flow of $147 million and related conversion of 65%.” Outlook “For the second quarter, we estimate net sales of about $1.8 billion, operating EBITDA of about $430 million and adjusted EPS of $0.59 per share.” (CFO Franzen) She said the Q2 outlook “assumes about 3% organic growth year-over-year,” with currency “a slight tailwind.” “For the full year 2026, at the midpoint, we now expect net sales of about $7.185 billion,” and “operating EBITDA at the midpoint is now expected to be about $1.745 billion.” (CFO Franzen) She raised adjusted EPS to “$2.35 to $2.40 per share,” saying the guidance “includes benefits from higher interest income due to the Aramids transaction as well as a lower tax rate, which we now expect to be in the 24% to 25% range.” Versus the prior quarter’s guidance, management increased full-year adjusted EPS from “$2.25 to...

The new world champion is the fourth consecutive first-time winner and the UK game faces a challenge to keep up with investment in Asia Perhaps of all the noise that emanated from Wu Yize’s historic victory in the World Snooker Championship final on Monday evening, it was 12 simple words from the godfather of Chinese snooker that meant the most. For the second successive year, China has a world champion in the sport the nation has taken to its heart, with Wu emulating Zhao Xintong’s win 12 months earlier after defeating Shaun Murphy in one of the great finals. But there is a fair argument none of this would be possible without Ding Junhui laying the groundwork over the last 20 years. Continue reading...