As sales soar, some say trackers can help animal anxiety or weightloss while others advise leaving diagnoses to the vet Pet health and activity trackers are bounding on to the market but experts are split on whether they are the cat’s pyjamas or barking up the wrong tree. As owners monitor their own step count, heart rate, skin temperature and calories burned via wearable tech, a host of companies...
As sales soar, some say trackers can help animal anxiety or weightloss while others advise leaving diagnoses to the vet Pet health and activity trackers are bounding on to the market but experts are split on whether they are the cat’s pyjamas or barking up the wrong tree. As owners monitor their own step count, heart rate, skin temperature and calories burned via wearable tech, a host of companies have developed devices to do the same for pets. According to a report by Future Market Insights, the market for pet fitness trackers is expected to grow to $450m (£333m) by 2035. Continue reading...
J Studios/DigitalVision via Getty Images Super Micro Computer ( SMCI ) is down over 11.5% on Thursday renewed negative headlines. Seeking Alpha We're seeing emerging reports around the company's contract with Oracle ( ORCL ) for Nvidia’s ( NVDA ) GB300 NVL72 racks. According to Bluefin research, Oracle canceled a contract estimated at $1.1 billion to $1.4 billion following the indictment in late M...
J Studios/DigitalVision via Getty Images Super Micro Computer ( SMCI ) is down over 11.5% on Thursday renewed negative headlines. Seeking Alpha We're seeing emerging reports around the company's contract with Oracle ( ORCL ) for Nvidia’s ( NVDA ) GB300 NVL72 racks. According to Bluefin research, Oracle canceled a contract estimated at $1.1 billion to $1.4 billion following the indictment in late March. Bluefin research also raised concerns around the B200 inventory that SMCI has, and called it “ considerable ,” with demand shifting to GB200 NVL72 and racks awarded to competitors. The concern that arises here is that it may grow increasingly difficult for SMCI to get this inventory off its hands, considering that in the second half of the year, Nvidia’s Vera Rubin will be everyone's focus. Before I get into the exhaustive details, when I last covered the stock following the scandal, shedding over 33% in a single day, I saw a buying opportunity. As a matter of fact, I upgraded the stock to a strong buy as I saw that the negatives were priced in at the time. The Techie With the stock reaching the $29 level on Wednesday, my expectations have played out, even better than expected. The stock is now up over 30% since my strong buy, and I’m downgrading it to a sell until further notice, especially given the renewed uncertainty the report introduces. My longer-term thesis remains, but I’m also not underestimating the market’s tendency to punish this name twice for the same mistake, especially when the second leg of the story introduces structural cost increases, and uncertainty around customers. Why the risk-reward turned unfavourable: The original SMCI sell-off treated the Liaw indictment as an event, something that got quantified and could be digested. A single-day 33% drop is the market's way of saying let's move on, and that's exactly the logic I followed when I upgraded to strong buy. But if you layer the news from Thursday on top of SMCI's existing credibility deficit,...
Southern Copper ( SCCO ) declares $1.00/share quarterly dividend. Forward yield 2.2% Payable May 29; for shareholders of record May 13; ex-div May 13. See SCCO Dividend Scorecard, Yield Chart, & Dividend Growth.
Southern Copper ( SCCO ) declares $1.00/share quarterly dividend. Forward yield 2.2% Payable May 29; for shareholders of record May 13; ex-div May 13. See SCCO Dividend Scorecard, Yield Chart, & Dividend Growth.
Indutrade AB (publ) press release ( IDDWF ): Q1 GAAP EPS of SEK 1.64. Revenue of SEK 8.06M. More on Indutrade AB (publ) Indutrade AB (publ) 2026 Q1 - Results - Earnings Call Presentation Indutrade AB (publ) (IDDWF) Q4 2025 Earnings Call Transcript Indutrade AB (publ) 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Indutrade AB (publ) Dividend scorecard for Indutrade AB ...
Indutrade AB (publ) press release ( IDDWF ): Q1 GAAP EPS of SEK 1.64. Revenue of SEK 8.06M. More on Indutrade AB (publ) Indutrade AB (publ) 2026 Q1 - Results - Earnings Call Presentation Indutrade AB (publ) (IDDWF) Q4 2025 Earnings Call Transcript Indutrade AB (publ) 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Indutrade AB (publ) Dividend scorecard for Indutrade AB (publ)
Zolak/iStock via Getty Images Investment Rating Update - "Buy" Credo Technology Group Holding Ltd ( CRDO ) stock has been rising sharply lately, and I'm happy about it because my previously stated thesis from February 2026 has finally started to play out as I was initially expecting. Seeking Alpha I had an upside potential of 50% in mind when I called CRDO a "Buy" two months ago, and I see that th...
Zolak/iStock via Getty Images Investment Rating Update - "Buy" Credo Technology Group Holding Ltd ( CRDO ) stock has been rising sharply lately, and I'm happy about it because my previously stated thesis from February 2026 has finally started to play out as I was initially expecting. Seeking Alpha I had an upside potential of 50% in mind when I called CRDO a "Buy" two months ago, and I see that the undervaluation gap has already closed, so it's time for an update. While the rally seems largely extended and CRDO has indeed become shaky in terms of its price action on the daily time frame, I think that following the recent DustPhotonics acquisition, amid generally solid business momentum from the AEC-focused segment, the rally isn't over yet because the valuation has clearly expanded. As I see even greater upside than before, it’s clear to me that CRDO should still be rated as a "Buy" right now, even though its recent rally might scare off some investors. Higher Price For Better Prospects Credo has been dominating the AEC niche (active electrical cables) for the past years, and at some point, when the market started to question this copper-centric business model and its prospects in the 1.6T and 3.2T optical ear, the stock started to drop. If you follow CRDO for some time, and you're an early investor, you know what's been going on since late 2025 with it. But the business momentum hasn't really stalled; on the contrary, CRDO has continued growing its sales, reporting $407.0 million for fiscal Q3 2026, which was almost 52% above the previous quarter and nearly 202% above last year's Q3. The margins were also very solid; the adjusted gross profit margin rose to 68.6% (+92 bps YoY), so non-GAAP EPS came in at $1.07 for the quarter, while the market was initially expecting $0.94. Free cash flow generation was strong as well - CRDO managed to generate almost $140 million in FCF, implying an FCF margin of over 34% in Q3, a metric many companies would envy. The business was...
Investing.com -- Advanced Micro Devices (AMD) has been upgraded by DA Davidson on Friday, with the firm raising its rating to Buy from Neutral and lifting the price target to $375 from $220.
Investing.com -- Advanced Micro Devices (AMD) has been upgraded by DA Davidson on Friday, with the firm raising its rating to Buy from Neutral and lifting the price target to $375 from $220.
Adobe (NASDAQ:ADBE) executives used an investor session held alongside the company’s Summit event to outline how artificial intelligence is being embedded across its product portfolio and monetized through a mix of subscription, consumption and outcome-based pricing, while also providing an update o
Adobe (NASDAQ:ADBE) executives used an investor session held alongside the company’s Summit event to outline how artificial intelligence is being embedded across its product portfolio and monetized through a mix of subscription, consumption and outcome-based pricing, while also providing an update o
Principal Financial Group ( PFG ) declares $0.82/share quarterly dividend , 2.5% increase from prior dividend of $0.80. Forward yield 3.3% Payable June 26; for shareholders of record June 1; ex-div June 1. See PFG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Principal Financial Group Principal Financial Group: Dying Or Thriving? This 3.7% Yield Needs A Closer Look Principal Financia...
Principal Financial Group ( PFG ) declares $0.82/share quarterly dividend , 2.5% increase from prior dividend of $0.80. Forward yield 3.3% Payable June 26; for shareholders of record June 1; ex-div June 1. See PFG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Principal Financial Group Principal Financial Group: Dying Or Thriving? This 3.7% Yield Needs A Closer Look Principal Financial Group, Inc. (PFG) Presents at Bank of America Financial Services Conference 2026 Transcript Principal Financial Group, Inc. (PFG) Q4 2025 Earnings Call Transcript Principal Financial to buy dental benefits network in Alabama Principal Financial Group targets 9%–12% EPS growth and $1.5B–$1.8B capital deployments in 2026 amid margin expansion and portfolio optimization
斯伦贝谢一季度利润下滑。首席执行官Olivier Le Peuch表示,受中东大范围局势动荡冲击业务影响,公司年内开局形势严峻。 Le Peuch于周五称,这家前身名为斯伦贝谢的油田服务企业,因客户为保障人员与设施安全采取相关举措,不得不在多个国家缩减、撤离作业项目。 他补充道,中东战事也正在扰乱全球能源市场。 “我们在2026年初预判,全球液体能源供需将在今年至2027年逐步回归平衡。”Le P...
斯伦贝谢一季度利润下滑。首席执行官Olivier Le Peuch表示,受中东大范围局势动荡冲击业务影响,公司年内开局形势严峻。 Le Peuch于周五称,这家前身名为斯伦贝谢的油田服务企业,因客户为保障人员与设施安全采取相关举措,不得不在多个国家缩减、撤离作业项目。 他补充道,中东战事也正在扰乱全球能源市场。 “我们在2026年初预判,全球液体能源供需将在今年至2027年逐步回归平衡。”Le Peuch表示,“但中东冲突加快了供需再平衡的进程,同时也暴露了全球能源供应链的关键薄弱环节。” Le Peuch预计,待冲突缓和后,多国将优先推进能源供应多元化、加大勘探与本土资源开发投资,并补充战略储备。他同时预测,北美、拉美短周期油气项目投资将增加,深海离岸市场的长周期开发项目也会迎来投入扩张。 “除非冲突长期化引发经济放缓与需求萎缩,否则上述各类供应端调整举措,将进一步坚定我们的判断:2027至2028年,上游油气市场将迎来全面复苏。” 公司盘前股价下跌3.7%,报52.70美元。 斯伦贝谢周五公布财报,一季度净利润7.52亿美元,合每股收益50美分;去年同期净利润7.97亿美元,每股收益58美分。 剔除一次性特殊项目后,调整后每股收益为52美分,优于FactSet调查分析师预期的51美分。 公司营收小幅增长2.7%,至87.2亿美元,超出华尔街86.3亿美元的一致预期。 责任编辑:何云