Could Google’s TurboQuant disrupt memory demand and shake Sandisk’s rally, or is this just noise? Should investors sell SNDK before momentum starts slipping?
Could Google’s TurboQuant disrupt memory demand and shake Sandisk’s rally, or is this just noise? Should investors sell SNDK before momentum starts slipping?
Goldman Sachs Group Inc.’s trading desk is warning investors not to turn bearish on US stocks, saying current positioning leaves the market vulnerable to a short squeeze if geopolitical tensions ease.
Goldman Sachs Group Inc.’s trading desk is warning investors not to turn bearish on US stocks, saying current positioning leaves the market vulnerable to a short squeeze if geopolitical tensions ease.
Yahoo Finance Senior Producer John Hyland tracks Friday's top moving stocks and biggest market stories.Anthropic (ANTH.PVT) is reportedly considering going public as soon as October, according to the Information.Microsoft (MSFT) stock is on track for its worst quarter since 2008.
Yahoo Finance Senior Producer John Hyland tracks Friday's top moving stocks and biggest market stories.Anthropic (ANTH.PVT) is reportedly considering going public as soon as October, according to the Information.Microsoft (MSFT) stock is on track for its worst quarter since 2008.
Organisers take advantage of no Premier League football but staggering games across season may draw greater focus Derby weekend has arrived in the Women’s Super League and WSL2. Not one, not two, but six local rivalries will be reignited as the divisions try to capitalise on the men’s international break. Is it clever to schedule so many of these clashes on the same weekend, though, and especially...
Organisers take advantage of no Premier League football but staggering games across season may draw greater focus Derby weekend has arrived in the Women’s Super League and WSL2. Not one, not two, but six local rivalries will be reignited as the divisions try to capitalise on the men’s international break. Is it clever to schedule so many of these clashes on the same weekend, though, and especially staging three top-flight ones on the same afternoon? Everton host Liverpool, Manchester United welcome Manchester City and Arsenal entertain Tottenham on Saturday, all within the space of six hours. The answer will probably lie in the attendances. Continue reading...
Rand won gold, silver and bronze medals at Tokyo 1964 Mary Peters pays tribute to ‘most gifted athlete ever’ Mary Rand, the British track and field athlete who blazed a trail for women by winning three Olympic medals at the Tokyo Games in 1964, has died at the age of 86. Rand was one of the giants of her sport: the epitome of speed, power and grace. Her long jump victory in Tokyo made her Britain’...
Rand won gold, silver and bronze medals at Tokyo 1964 Mary Peters pays tribute to ‘most gifted athlete ever’ Mary Rand, the British track and field athlete who blazed a trail for women by winning three Olympic medals at the Tokyo Games in 1964, has died at the age of 86. Rand was one of the giants of her sport: the epitome of speed, power and grace. Her long jump victory in Tokyo made her Britain’s first female Olympic gold medallist in athletics, and she followed it up with a silver in the pentathlon and a bronze in the 4x100m relay. Continue reading...
Antonio Bordunovi/iStock Editorial via Getty Images It's an interesting time for investors in Nvidia Corporation ( NVDA ), the world's largest company and leading provider of chips and software solutions serving the massive AI frenzy we've seen in recent years. On one hand, investors appear concerned about the potential for an AI capex cliff, as cloud providers who lack significant AI-attributable...
Antonio Bordunovi/iStock Editorial via Getty Images It's an interesting time for investors in Nvidia Corporation ( NVDA ), the world's largest company and leading provider of chips and software solutions serving the massive AI frenzy we've seen in recent years. On one hand, investors appear concerned about the potential for an AI capex cliff, as cloud providers who lack significant AI-attributable revenues may decide to slow their spending on new AI chipsets. On the other hand, the emergence of always-on AI agents like OpenClaw highlights the potential for long-term durable inference demand across domains. As compute capacity begins to translate directly to revenue, agentic workflows could drive immediate, significant ROI for cloud providers, which in turn could boost sales for NVDA's new Rubin hardware. Since my last article on Nvidia , shares have entered correction territory, down roughly 17% from highs - even following a relatively bullish GTC conference : TradingView In this article, I wanted to take a deeper look at the price action and understand whether this recent dip represents an opportunity for new capital to get involved in the story or a warning to investors that the AI cycle may be coming to a close. Today, I'll touch on recent updates with the stock, highlight the valuation, and make the case that shares of NVDA should be scooped up at this price, not discarded. Sound good? Let's dive in. Financials At a high level, in case you're unfamiliar with Nvidia (which seems impossible at this point), the company is essentially a semiconductor company that sells GPUs and other chipsets to cloud infrastructure companies, other businesses, countries, and individuals around the world. Nvidia's hardware has consistently led the pack when it comes to performance and total cost of operations, making it the preferred choice for those developing models and building out next-generation data centers. At the core of the story is also Nvidia's CUDA programming framework,...
peterschreiber.media/iStock via Getty Images Evercore maintained Amphenol ( APH ) as its Top Pick and cited five reasons to buy the provider of interconnect, sensor, and antenna solutions. The firm also kept its Outperform rating and $165 price target on Amphenol's stock. Shares of Amphenol rose about 1% on Friday. "APH remains a core holding, and we believe the current valuation (~25x P/E on CY27...
peterschreiber.media/iStock via Getty Images Evercore maintained Amphenol ( APH ) as its Top Pick and cited five reasons to buy the provider of interconnect, sensor, and antenna solutions. The firm also kept its Outperform rating and $165 price target on Amphenol's stock. Shares of Amphenol rose about 1% on Friday. "APH remains a core holding, and we believe the current valuation (~25x P/E on CY27 EPS vs. a historical average of ~30x) creates an attractive entry point. We see APH positioned to benefit from a combination of cyclical and secular tailwinds that should enable the company to exceed Street expectations of $31B in sales and $4.36 in EPS. Our bullish thesis rests on five pillars," said analysts led by Amit Daryanani. Firstly, the analysts think that investors are incorrectly viewing Amphenol as a pure copper play. In reality, AI customers are seeking a partner that can help them navigate a broad range of connectivity solutions, scale seamlessly on a global basis, and do so cost-efficiently. Amphenol is uniquely positioned to be that strategic partner, according to the analysts. Secondly, the analysts said that Amphenol's management's guidance for Cell Connection Systems, or CCS, to contribute $4.1B in sales and about 15 cents of EPS in 2026 appears substantially conservative. The analysts see potential upside from both a cyclical recovery and incremental AI contribution. Notably, CCS offers differentiated products for AI deployments. Rapid Fiber, for example, is currently being qualified at Nvidia and others, the analysts added. They believe CCS can ultimately deliver $4.6B to $4.9B in sales and about 30 cents of EPS. Thirdly, Daryanani and his team said Amphenol is well positioned to exceed its nearly 30% incremental margin target, driven by operating leverage, favorable mix shift, and increasing product complexity across AI and non-AI applications alike. Fourthly, the analysts noted that post-CCS, they estimate net leverage sits at about 1.8 times Net Deb...
Can the FCC take away broadcast licenses because the Trump administration doesn’t like how TV stations cover the Iran war? Does the First Amendment have anything to say about it? In this episode of the Votes and Verdicts podcast, Bloomberg Intelligence TMT litigation and policy analyst Matt Schettenhelm sits down with Brent Skorup of the Cato Institute. They discuss President Donald Trump and FCC ...
Can the FCC take away broadcast licenses because the Trump administration doesn’t like how TV stations cover the Iran war? Does the First Amendment have anything to say about it? In this episode of the Votes and Verdicts podcast, Bloomberg Intelligence TMT litigation and policy analyst Matt Schettenhelm sits down with Brent Skorup of the Cato Institute. They discuss President Donald Trump and FCC Chairman Brendan Carr’s recent threats to revoke broadcast licenses based on coverage of the Iran wa
Cartels Are Going 'Broke' As US Fentanyl Supply Drops By Almost 60%: Homan Authored by Darlene McCormick Sanchez via The Epoch Times, The Trump administration’s border crackdown is slowing the flow of deadly drugs into the country to the point that cartel profits have plummeted. Border czar Tom Homan said during an appearance at the Conservative Political Action Conference (CPAC) on Thursday that...
Cartels Are Going 'Broke' As US Fentanyl Supply Drops By Almost 60%: Homan Authored by Darlene McCormick Sanchez via The Epoch Times, The Trump administration’s border crackdown is slowing the flow of deadly drugs into the country to the point that cartel profits have plummeted. Border czar Tom Homan said during an appearance at the Conservative Political Action Conference (CPAC) on Thursday that President Donald Trump’s operation to go after the Mexican cartels has been successful, and that they are now focusing their drug operations on Europe and Asia. “Cartels are going broke,” Homan said. “They know it’s hard here.” Sara Carter, director of the National Drug Control Policy and a CPAC speaker, said that securing the U.S. border has meant fewer illegal immigrants and drugs, especially fentanyl. “We’ve seen a decrease in fentanyl coming into our country of around 56 percent to 57 percent, which is phenomenal,” she said. “You’re holding China accountable and telling them we are watching the supply chain, and you will be responsible if we see more deaths in our country.” The cartels securing fentanyl precursor chemicals from China and India know what they are doing, she said, adding that cartels and America’s adversaries want “to break us and to create this massive casualty event.” Discussing the impact of policy changes, Carter said that under the Biden administration, the cartels made hundreds of billions of dollars from human trafficking and the sale of narcotics. She said adversarial countries pushing drugs onto American streets, such as China, amount to a “proxy war” against the United States. Homan and Carter applauded Operation Southern Spear, in which narcoterrorists carrying drugs on boats in the Caribbean were destroyed with U.S. military air strikes. Carter said stopping drug runners in the Western Hemisphere was part of the president’s America First strategy. Carter’s comments are supported by a recent study that also points to a sharp decrease in ...
May WTI crude oil (CLK26 ) today is up +2.96 (+3.13%), and May RBOB gasoline (RBK26 ) is up +0.0370 (+1.20%). Crude oil and gasoline prices are sharply higher today on concerns about a protracted war with Iran. Crude prices also rose amid concerns that reduced Russian crude exports will...
May WTI crude oil (CLK26 ) today is up +2.96 (+3.13%), and May RBOB gasoline (RBK26 ) is up +0.0370 (+1.20%). Crude oil and gasoline prices are sharply higher today on concerns about a protracted war with Iran. Crude prices also rose amid concerns that reduced Russian crude exports will...
The US court verdicts declaring Meta liable for getting people addicted and ruining lives must be just the start of a global fightback Good news is so rare these days, you don’t quite know how to take it. You want to celebrate, but a rival instinct tells you it’ll be pulled back somehow, the same feeling you get when your team scores a late winner, but you’re filled with instant dread that the goa...
The US court verdicts declaring Meta liable for getting people addicted and ruining lives must be just the start of a global fightback Good news is so rare these days, you don’t quite know how to take it. You want to celebrate, but a rival instinct tells you it’ll be pulled back somehow, the same feeling you get when your team scores a late winner, but you’re filled with instant dread that the goal will be overturned on a video replay. I confess that is how I responded to the double legal blow dealt this week to Meta, the company that owns Facebook and Instagram, when two US juries on successive days found against it in a pair of landmark cases. First came a verdict in New Mexico , fining the company $375m (£280m) for enabling harm, including child sexual exploitation, on its platforms and for misleading consumers about their safety. Twenty-four hours later, jurors in California awarded $6m in damages to a young user who had argued that Meta (along with YouTube) had deliberately designed addictive products that had hooked her from childhood, causing her grave harm. Continue reading...
Pla2na/iStock via Getty Images Portfolio management Reid Menge, Sally Du, CFA Top 10 holdings (%) Nvidia Corporation ( NVDA ) 13.97 Microsoft ( MSFT ) 8.80 Amazon.com ( AMZN ) 8.05 Apple ( AAPL ) 5.88 Meta Platforms Inc ( META ) 5.06 Alphabet ( GOOGL ) 4.95 Broadcom Inc ( AVGO ) 4.89 Eli Lilly and Company ( LLY ) 4.57 Tesla Inc ( TSLA ) 3.25 Oracle Corporation ( ORCL ) 3.05 Click to enlarge Invest...
Pla2na/iStock via Getty Images Portfolio management Reid Menge, Sally Du, CFA Top 10 holdings (%) Nvidia Corporation ( NVDA ) 13.97 Microsoft ( MSFT ) 8.80 Amazon.com ( AMZN ) 8.05 Apple ( AAPL ) 5.88 Meta Platforms Inc ( META ) 5.06 Alphabet ( GOOGL ) 4.95 Broadcom Inc ( AVGO ) 4.89 Eli Lilly and Company ( LLY ) 4.57 Tesla Inc ( TSLA ) 3.25 Oracle Corporation ( ORCL ) 3.05 Click to enlarge Investment approach Invests in a portfolio of equity securities that fund management believes have shown above-average growth rates in earnings over the long term. Commentary as of 12/31/25 The fund posted returns of -1.02% (Institutional shares)( MAFGX ) and -1.08% (Investor A shares, without sales charge)( MDFGX ) for the fourth quarter of 2025. The largest contributors to relative performance were investment decisions in the health care, financials, and information technology (IT) sectors. The largest detractors from relative returns were investment decisions in the communication services, industrials, and real estate sectors. The largest exposures were in the IT, communication services, and consumer discretionary sectors. During the quarter, the fund increased its allocations to the IT and industrials sectors, and reduced its exposures to the financials and consumer discretionary sectors. Contributors Stock selection in the health care sector, namely in the pharmaceuticals industry, was the largest contributor to relative performance. In the financials sector, stock selection in the capital markets industry proved beneficial. Selection decisions in the software industry, within the IT sector, also boosted relative results. Detractors The largest detractor was security selection in the communication services sector, notably in the interactive media & services industry. In the industrials sector, selection decisions in the aerospace & defense industry hindered performance. Another meaningful detractor included stock selection in the real estate sector, namely in the real estate...