Memory chip makers used to be cyclical and risky to enter after explosive upside runs. But what if things are different this time around, with the AI revolution continuing to move forward while AI data center builds continue hogging up all the DRAM and SSDs? Indeed, the memory supercycle has continued to run higher, and ... The Memory Supercycle Is Back in Motion — and Samsung and SK Hynix May Be ...
Memory chip makers used to be cyclical and risky to enter after explosive upside runs. But what if things are different this time around, with the AI revolution continuing to move forward while AI data center builds continue hogging up all the DRAM and SSDs? Indeed, the memory supercycle has continued to run higher, and ... The Memory Supercycle Is Back in Motion — and Samsung and SK Hynix May Be the Stocks With the Most Torque
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results out from companies like Advanced Micro Devices (AMD), Paramount Skydance (PSKY), Disney (DIS), Novo Nordisk (NVO), Pfizer (PFE), Warner Bros. Discovery (WBD), McDonald's (MCD), and Coinbase (COIN); a wave of fresh commentary from top Federal Reserve officials; and Ap...
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results out from companies like Advanced Micro Devices (AMD), Paramount Skydance (PSKY), Disney (DIS), Novo Nordisk (NVO), Pfizer (PFE), Warner Bros. Discovery (WBD), McDonald's (MCD), and Coinbase (COIN); a wave of fresh commentary from top Federal Reserve officials; and April's jobs reports due out next Friday. May 8.
Explore the exciting world of Cellebrite (NASDAQ: CLBT) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of March 11, 2026. The video was published on May 1, 2026. Continue reading
Explore the exciting world of Cellebrite (NASDAQ: CLBT) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of March 11, 2026. The video was published on May 1, 2026. Continue reading
mohd izzuan/iStock via Getty Images The Invesco S&P SmallCap 600 Revenue ETF ( RWJ ) offers an investment methodology that places the fund in the deep-value territory. But it also leaves RWJ with a heavy exposure to cyclical segments like industrials and consumer discretionary, maintaining the fund’s core characteristics already identified in my previous article covering this fund in December 2024...
mohd izzuan/iStock via Getty Images The Invesco S&P SmallCap 600 Revenue ETF ( RWJ ) offers an investment methodology that places the fund in the deep-value territory. But it also leaves RWJ with a heavy exposure to cyclical segments like industrials and consumer discretionary, maintaining the fund’s core characteristics already identified in my previous article covering this fund in December 2024. While during this period the equity market was largely dominated by mega-cap growth stocks, the situation may be different from here, as leadership likely broadens toward smaller companies. But challenges remain, including still high interest rates and a soft growth environment. In this context, the coming sections will detail the fund’s portfolio and compare its sector allocation, valuation, and performance with the S&P SmallCap 600 and other small-cap ETFs. ETF Description and Highlights RWJ provides exposure to small caps in the U.S. market, particularly companies that constitute the S&P SmallCap 600 index. However, unlike weighting stocks according to their market cap, as traditional equity indexes, the fund follows the S&P SmallCap 600 Revenue-weighted index, which weights according to companies’ topline revenue over the past four quarters. Individual stocks are also limited to a maximum weight of 5% to avoid market concentration, with quarterly rebalances to reflect current market conditions. As of April 23, 2026, RWJ had roughly $1.8 billion in assets under management, invested in a portfolio of 598 companies, with an average market capitalization of $2.81 billion. This picture remains largely in line with the picture in late 2024, when it had 592 holdings with an average market cap of $2.57 billion. Compared to the parent S&P SmallCap 600 index, represented here by the iShares Core S&P Small Cap ETF ( IJR ), we realize that RWJ has a stronger bias toward the low end of the market cap spectrum, as the S&P SmallCap 600 has an average market cap of $3.31 billion, abo...
Getty Images Introduction Most investors still see Open Text Corporation ( OTEX ) as a low or even negative growth legacy software name, and for some time, this was the case. However, this view is becoming increasingly outdated as the business is showing signs of stabilization, simplifying its portfolio, repurchasing shares, paying down debt, and repositioning the company around Content Cloud and ...
Getty Images Introduction Most investors still see Open Text Corporation ( OTEX ) as a low or even negative growth legacy software name, and for some time, this was the case. However, this view is becoming increasingly outdated as the business is showing signs of stabilization, simplifying its portfolio, repurchasing shares, paying down debt, and repositioning the company around Content Cloud and AI. At extremely low multiples compared to the software sector, the stock looks compelling at its current valuation if revenue growth is restored. Signs Of Life Although Open Text acquired many companies over the years, growth slowed from 2024 to 2025. It has now divested from eDOCS and sold Vertica for $150 million, and management has indicated that broader exits outside its core are underway. Also, a new CEO at the helm, one with a large-enterprise operating background, could improve execution. Better execution is indeed required, with analysts expecting 2026 revenue to be more or less flat year-over-year at under 1%. However, guidance is for revenue growth of 1-2% for the year, and the earnings call supported the notion that growth may pick up from current levels as a result of portfolio simplification, a stronger mix favoring content, and cloud migration. The market would first want to see proof of stabilization, though. According to management, the core business is growing faster than the overall company, and as of the Q2 report, the Content business now accounts for 43% of revenue. Meanwhile, the Content Cloud grew by 18% year-over-year, and the company has now booked 20 consecutive quarters of organic cloud growth. One of the main factors that could fuel future growth is migrating existing enterprise customers to the cloud, as subscriptions can create a multi-year revenue runway, especially if the company adheres to the strategy of focusing on compliance, workflow automation, and AI-assisted information management. Valuation Versus Stabilization After having been pun...
New California DMV Rules Allow Autonomous Vehicles To Be Cited Authored by Lear Zhou via The Epoch Times (emphasis ours), SAN FRANCISCO— Driverless vehicles such as Waymo robotaxis could be ticketed for moving violations, according to updated autonomous vehicle (AV) regulations approved by the California Department of Motor Vehicles (DMV) on April 28, to enhance safety, oversight, and enforcement ...
New California DMV Rules Allow Autonomous Vehicles To Be Cited Authored by Lear Zhou via The Epoch Times (emphasis ours), SAN FRANCISCO— Driverless vehicles such as Waymo robotaxis could be ticketed for moving violations, according to updated autonomous vehicle (AV) regulations approved by the California Department of Motor Vehicles (DMV) on April 28, to enhance safety, oversight, and enforcement requirements. Waymo driverless vehicles charge at a Waymo charging station in Santa Monica, Calif., on May 30, 2025. Daniel Cole/Reuters The new rules allow law enforcement agencies to cite the companies that own the AVs for traffic violations committed by their vehicles. Part of the regulations, which were implemented based on the California Legislature’s Assembly Bill 1777, also require companies to respond to calls from police, firefighters, and other emergency officials within 30 seconds. The rules also authorize emergency response officials to issue electronic geofencing requests to an AV manufacturer to direct its AV fleet to leave or avoid the area within two minutes. “AVs that violate this restriction may be subject to permit restrictions or suspension,” according to DMV’s news release. “ Autonomous vehicle innovators operating in California have a clear, workable path to test and deploy, ensuring the state will continue to benefit from autonomous technology through safer roads, enhanced accessibility, and strengthened supply chains .” said Jeff Farrah, CEO of the Autonomous Vehicle Industry Association (AVIA), referring to the new regulation in an April 29 statement. AVIA is a non-governmental organization advocating for the safe and timely deployment of autonomous driving technologies. The new rules send a clear message that “autonomy does not remove responsibility,” Ahmed Banafa, an engineering professor of San Jose State University, told The Epoch Times via email. “These vehicles must integrate smoothly into real-world environments that include law enforcement, ...
Earnings Call Insights: Camden Property Trust (CPT) Q1 2026 Management View “We recently announced some important changes to Camden's executive team with the promotions of Alex Jessett, Laurie Baker and Ben Fraker... [featuring] Camden's homegrown talent.” (Executive Chairman of the Board Richard Campo) “As Ben will cover in detail, we had a strong first quarter. Much of the outperformance was tim...
Earnings Call Insights: Camden Property Trust (CPT) Q1 2026 Management View “We recently announced some important changes to Camden's executive team with the promotions of Alex Jessett, Laurie Baker and Ben Fraker... [featuring] Camden's homegrown talent.” (Executive Chairman of the Board Richard Campo) “As Ben will cover in detail, we had a strong first quarter. Much of the outperformance was timing related.” (CEO & Trust Manager Alexander Jessett) “In the first quarter, we recorded our lowest bad debt level since the onset of COVID-19 at less than 40 basis points.” (CEO Jessett) “Our California sales process is progressing on schedule... we are currently in the diligence process with one buyer for the entire portfolio with an anticipated close date at the end of June or early July.” (CEO Jessett) “We continue to assume approximately 60% of the sales proceeds will be reinvested through 1031 exchanges into our existing high-demand, high-growth Sunbelt markets.” (CEO Jessett) “After quarter end, we acquired Camden Alpharetta... and Camden at Lake Nona... for a combined $170 million.” (CEO Jessett) “Our first quarter 2026 annualized net turnover rate of 30% was one of the lowest in our company's history.” (President & COO Laurie Baker) “We proactively recast our $1.2 billion unsecured revolving line of credit... lowering all-in pricing by 15 basis points.” (Executive VP, CFO & Treasurer Benjamin Fraker) “We also issued $600 million of 10-year unsecured bonds at an all-in effective rate of 5%.” (CFO Fraker) Outlook “We are reaffirming the midpoint of our full year same-store revenue guidance at 0.75%... reaffirming the midpoint of our same-store expense guidance at 3%... [and] same-store NOI guidance remains unchanged at negative 0.5%.” (CFO Fraker) “We are keeping the midpoint of our full year core FFO per share guidance of $6.75.” (CFO Fraker) “We expect core FFO per share for the second quarter to be within the range of $1.65 to $1.69.” (CFO Fraker) “This anticipate...