JHVEPhoto/iStock Editorial via Getty Images Introduction Intel Corporation ( INTC ) delivered mind-blowingly great Q1 results yesterday, showing that the company’s turnaround may take way less time than most of the analysts had predicted earlier. As a result of the good news, together with the overall strong momentum in the semiconductor industry over the last few weeks, the stock trades at about ...
JHVEPhoto/iStock Editorial via Getty Images Introduction Intel Corporation ( INTC ) delivered mind-blowingly great Q1 results yesterday, showing that the company’s turnaround may take way less time than most of the analysts had predicted earlier. As a result of the good news, together with the overall strong momentum in the semiconductor industry over the last few weeks, the stock trades at about $83 per share on the pre-market on Friday, gaining about 25% as I’m writing this article. Intel Pre-Market Even though the company has managed to surprise the market by beating all of the predictions and its own guidance, the jump of 20% post-earnings would mean Nvidia-like ( NVDA ) results, but Intel is still far from the growth levels Nvidia was pulling in its growth era. As a matter of fact, Intel is still growing much slower than all of its peers, including Nvidia, which is a much larger player, making growth harder. I believe Intel shareholders got an early Christmas gift driven by market sentiment, and I would take this gift by selling Intel shares at this all-time high level. It doesn’t mean I don’t believe Intel will grow to these levels in the future. I am positive that it will happen sooner or later, as I’m bullish on the semiconductor industry driven by the AI boom, and Intel is perfectly positioned to be among the winners in the future. But Intel’s operational performance is majorly disconnected from this stock’s valuation, and right now, the risks are way higher than the upside that this stock could reach. The stock could potentially continue rallying, driven by market sentiment, but I wouldn’t bet my money on it. Q1 2026 I believe looking only at this quarter’s earnings, you would miss the bigger picture of why the market reacted the way it did. To better understand what was expected of Intel before, it would be enough to look only one quarter backward. Just a quarter ago, in Q4 2025 , the company reported an earnings beat, but it was far from being “good.” Th...
Since the war in Iran began on Feb. 28, the stock market has been on a roller-coaster ride. The S&P 500 (SNPINDEX: ^GSPC) ended March down over 5%, but has jumped up over 11% since its March 30 bottom for the year (as of market close on April 21). It seems stocks are, unsurprisingly, reacting to whatever flip-flop announcements are coming from the White House regarding the war. And while it can be...
Since the war in Iran began on Feb. 28, the stock market has been on a roller-coaster ride. The S&P 500 (SNPINDEX: ^GSPC) ended March down over 5%, but has jumped up over 11% since its March 30 bottom for the year (as of market close on April 21). It seems stocks are, unsurprisingly, reacting to whatever flip-flop announcements are coming from the White House regarding the war. And while it can be tempting to try to time the market and take advantage of the volatility (it's more luck than skill), smart investors are doing one thing to win. Image source: Getty Images. Continue reading
Dorchester Minerals ( DMLP ) declares $0.475/share quarterly dividend . Forward yield 6.62% Payable May 14; for shareholders of record May 4; ex-div May 4. See DMLP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Dorchester Minerals Dorchester Minerals: Strong Recent Growth In Oil Sales Volumes Dorchester Minerals: Still A Buy, But Beware Of Iran-Driven Risks Dorchester Minerals: Price...
Dorchester Minerals ( DMLP ) declares $0.475/share quarterly dividend . Forward yield 6.62% Payable May 14; for shareholders of record May 4; ex-div May 4. See DMLP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Dorchester Minerals Dorchester Minerals: Strong Recent Growth In Oil Sales Volumes Dorchester Minerals: Still A Buy, But Beware Of Iran-Driven Risks Dorchester Minerals: Price Recovery Makes Sense, Valuation Is Still An Entry Position Top 10 energy stocks showing highest dividend yield as oil crosses $100 mark Dividend scorecard for Dorchester Minerals
Sandisk ( SNDK ) was upgraded to Buy at GF Securities on Friday, with the investment firm putting a $1,277 price target on the stock. Shares rose 2.6% in premarket trading. “SNDK will report FY3Q26 revenue on April 30, and we expect a strong result and guidance given recent upside surprise from consumer electronics,” analyst Yang Zhou wrote in a note to clients. “We see the tightened supply/demand...
Sandisk ( SNDK ) was upgraded to Buy at GF Securities on Friday, with the investment firm putting a $1,277 price target on the stock. Shares rose 2.6% in premarket trading. “SNDK will report FY3Q26 revenue on April 30, and we expect a strong result and guidance given recent upside surprise from consumer electronics,” analyst Yang Zhou wrote in a note to clients. “We see the tightened supply/demand are pushing smartphone makers in taking higher prices to $0.25/GB vs. $0.12 in FY1Q26. For eSSD, we see price negotiations at $0.35-0.37, pushing blended ASP towards 90% QoQ. That said, we forecast SNDK’s FY3Q revenue at $4.9B and margin at 71.5% with FY4Q26 guidance [greater than] $10B and margin [greater than] 84%. We expect another catalyst to be the increase in liabilities, suggesting meaningful down payment of LTAs.” More on Sandisk Corporation Sandisk: A High Beta Play For NAND Memory As AI Demand Surges Sandisk: A Supercycle Is Still A Cycle Sandisk: A High-Growth Buy With A 'Sell The News' Warning For April Intel, AMD benefit from CPU strength, but Morgan Stanley prefers Micron, Sandisk SA analyst upgrades/downgrades: TSLA, AMD, SNDK, AMZN
SEB SA press release ( SEBYF ): Q1 Revenue of €1.88B (-1.6% Y/Y). The Group’s Operating Result from Activity (ORfA) was €72m in the 1 st quarter of 2026, up 42% versus the 1 st quarter of 2025 (€50m). More on SEB SA SEB SA 2026 Q1 - Results - Earnings Call Presentation SEB SA (SEBYY) Q4 2025 Earnings Call Transcript Historical earnings data for SEB SA Dividend scorecard for SEB SA Financial inform...
SEB SA press release ( SEBYF ): Q1 Revenue of €1.88B (-1.6% Y/Y). The Group’s Operating Result from Activity (ORfA) was €72m in the 1 st quarter of 2026, up 42% versus the 1 st quarter of 2025 (€50m). More on SEB SA SEB SA 2026 Q1 - Results - Earnings Call Presentation SEB SA (SEBYY) Q4 2025 Earnings Call Transcript Historical earnings data for SEB SA Dividend scorecard for SEB SA Financial information for SEB SA
Delek Logistics Partners ( DKL ) declares $1.13/share quarterly dividend , 0.4% increase from prior dividend of $1.125. Forward yield 8.78% Payable May 11; for shareholders of record May 4; ex-div May 4. See DKL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Delek Logistics Partners Delek Logistics Partners: Distribution Coverage And Leverage Are Red Flags Delek Logistics: Robust Fund...
Delek Logistics Partners ( DKL ) declares $1.13/share quarterly dividend , 0.4% increase from prior dividend of $1.125. Forward yield 8.78% Payable May 11; for shareholders of record May 4; ex-div May 4. See DKL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Delek Logistics Partners Delek Logistics Partners: Distribution Coverage And Leverage Are Red Flags Delek Logistics: Robust Fundamentals And Valuation May Be Pipelined To More Upside Delek Logistics Partners, LP Common Units (DKL) Q4 2025 Earnings Call Transcript Delek Logistics anticipates $520M–$560M EBITDA in 2026 amid record Q4 performance and Permian growth Delek Logistics Partners GAAP EPS of $0.88 misses by $0.24, revenue of $255.7M misses by $27.94
narvo vexar Organon ( OGN ) shares climbed ~30% in the premarket on Friday after media reports indicated that India’s Sun Pharmaceutical Industries is moving ahead with its biggest-ever M&A deal by submitting a $13B binding offer for the U.S. drugmaker. Mumbai-based Sun Pharma is competing with German drugmaker Grünenthal and Swedish private equity firm EQT for a potential deal, according to the s...
narvo vexar Organon ( OGN ) shares climbed ~30% in the premarket on Friday after media reports indicated that India’s Sun Pharmaceutical Industries is moving ahead with its biggest-ever M&A deal by submitting a $13B binding offer for the U.S. drugmaker. Mumbai-based Sun Pharma is competing with German drugmaker Grünenthal and Swedish private equity firm EQT for a potential deal, according to the story first reported by The Economic Times newspaper in India and later picked up by other local outlets. Shares of the Merck ( MRK ) spinoff have lost ~12% this week, indicating a market capitalization of roughly $2.2B for the company, which had approximately $8.6B in total long- term debt as of Dec. 31 . The stock closed ~28% higher on April 10, after The Economic Times reported that Sun Pharma had submitted a binding offer worth $12B to acquire Organon ( OGN ) in an all-cash transaction. Last week, the paper reported that Sun Pharma and privately held Grünenthal have engaged advisors to submit potential binding bids for the women’s healthcare company in the coming weeks. More on Organon Organon Takeover At $15? Probably Not, Here's Why Organon: Revenue Decline, Margin Pressure, And Strategic Uncertainty Organon & Co. 2025 Q4 - Results - Earnings Call Presentation Organon gains as Sun Pharma, Grünenthal said to seek takeover deals Key deals this week: Organon, UMG, Whitestone REIT, Gilead and more
primeimages/E+ via Getty Images Wedbush’s global head of technology research Dan Ives believes the AI investment opportunity is still in its early stages, predicting tech stocks will rise another 15% this year. In an interview with CNBC, Ives emphasized that the upcoming earnings season will be crucial for validating the ongoing shift back to mega-cap technology investments. “We’re in the third in...
primeimages/E+ via Getty Images Wedbush’s global head of technology research Dan Ives believes the AI investment opportunity is still in its early stages, predicting tech stocks will rise another 15% this year. In an interview with CNBC, Ives emphasized that the upcoming earnings season will be crucial for validating the ongoing shift back to mega-cap technology investments. “We’re in the third inning of this nine-inning game relative to AI, and that’s bullish,” Ives said, explaining why dip buyers will continue to support broader tech despite geopolitical concerns. He noted that investors should follow the capital expenditure trends, which he sees as the key indicator of the sector’s health. The analyst pointed to growing evidence that AI’s economic impact is spreading throughout the tech industry. He cited Texas Instruments reporting a 90% year-over-year increase in their AI-centric data center unit, along with signs of life at Intel and growth at companies like Cisco and Dell. Ives estimates that for every dollar spent on Nvidia ( NVDA ) chips, there’s an $8 to $10 multiplier effect across the rest of the technology sector. Looking ahead to next week’s hyperscaler earnings reports, Ives expressed strong optimism about what the results will show. “I think what you’re gonna see is not just a reiteration of CapEx. Monetization is starting to happen from an AI perspective,” he said, predicting beats across the board for cloud businesses at Amazon ( AMZN ), Google ( GOOG ) ( GOOGL ), and Microsoft ( MSFT ). When asked to name his favorite tech stock outside the “Mag Seven” mega-cap companies, Ives chose Palantir without hesitation. “That’s at the epicenter. That’s, I believe, a trillion-dollar market cap in the next two or three years,” he predicted, underscoring his conviction that AI-focused companies will continue to see substantial growth. Ives also highlighted the demand dynamics supporting his bullish thesis, noting that demand for Nvidia chips currently outstri...
(RTTNews) - Deluxe Corp. (DLX), a Minneapolis-based financial services technology and marketing company, on Friday, announced the appointment of Paul Garcia as independent Chair of its Board of Directors.
(RTTNews) - Deluxe Corp. (DLX), a Minneapolis-based financial services technology and marketing company, on Friday, announced the appointment of Paul Garcia as independent Chair of its Board of Directors.
Alones Creative Iranian Foreign Minister Abbas Araghchi is scheduled to arrive in Islamabad on Friday night for what could be a second round of peace negotiations with the U.S., according to a media report. A U.S. logistics and security team has already arrived in Pakistan’s capital to prepare for the discussions, Bloomberg reported, citing Pakistani officials familiar with the matter. The potenti...
Alones Creative Iranian Foreign Minister Abbas Araghchi is scheduled to arrive in Islamabad on Friday night for what could be a second round of peace negotiations with the U.S., according to a media report. A U.S. logistics and security team has already arrived in Pakistan’s capital to prepare for the discussions, Bloomberg reported, citing Pakistani officials familiar with the matter. The potential resumption of negotiations comes after President Donald Trump canceled plans to send Vice President JD Vance to Islamabad earlier this week, following an indefinite extension of the ceasefire with Iran. Dear readers : We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the U.S. Economy The Bullish Case For Commodities Remains Intact Commodities: Oil Moves Higher As Peace Talks Look Shaky U.S. Crude Remains Under Pressure As Bulls Stay Cautious EU to move forward with negotiations over Ukraine's membership - report Crude oil gains for the fourth straight day as U.S.-Iran tensions escalate further
AgomAb Therapeutics NV press release ( AGMB ): Net loss was €62.5 million for the full year ended December 31, 2025, compared to €46.3 million for the full year ended December 31, 2024. Basic and diluted loss per share was €143.22. Research and development (R&D) expenses were €48.9 million for the year ended December 31, 2025, as compared with €39.3 million for the year ended December 31, 2024. Ca...
AgomAb Therapeutics NV press release ( AGMB ): Net loss was €62.5 million for the full year ended December 31, 2025, compared to €46.3 million for the full year ended December 31, 2024. Basic and diluted loss per share was €143.22. Research and development (R&D) expenses were €48.9 million for the year ended December 31, 2025, as compared with €39.3 million for the year ended December 31, 2024. Cash, cash equivalents and short-term cash investments totaled €116.5 million as of December 31, 2025. More on AgomAb Therapeutics NV AgomAb Therapeutics NV Readies US IPO On Early Promising Results SpyGlass Pharma surges on public debut; AgomAb falls SpyGlass, Agomab to make Nasdaq debuts with a combined $350M offering Historical earnings data for AgomAb Therapeutics NV Financial information for AgomAb Therapeutics NV
Comfort Systems ( FIX ) declares $0.80/share quarterly dividend , 14.3% increase from prior dividend of $0.70. Payable May 26; for shareholders of record May 15; ex-div May 15. See FIX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Comfort Systems Comfort Systems USA: Strong Momentum Still Supports The Story, A Continued Buy Comfort Systems: The Hidden Data Center Play Comfort Systems...
Comfort Systems ( FIX ) declares $0.80/share quarterly dividend , 14.3% increase from prior dividend of $0.70. Payable May 26; for shareholders of record May 15; ex-div May 15. See FIX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Comfort Systems Comfort Systems USA: Strong Momentum Still Supports The Story, A Continued Buy Comfort Systems: The Hidden Data Center Play Comfort Systems: Another Infrastructure Superstar, A Stock Well Worth Its High Valuation Comfort Systems tops estimates as data-center boom keeps backlog surging Comfort Systems rated Buy at GLJ on data-center boom