Bernstein says that while it may be too early to call the eventual winners and losers in the quantum computing field, two stocks already show significant promise: Rigetti Computing and Infleqtion . In a Monday note to clients, Bernstein claimed that future technology profits lie in quantum computing. Rather than replacing traditional hardware, quantum computing will operate as a specialized accele...
Bernstein says that while it may be too early to call the eventual winners and losers in the quantum computing field, two stocks already show significant promise: Rigetti Computing and Infleqtion . In a Monday note to clients, Bernstein claimed that future technology profits lie in quantum computing. Rather than replacing traditional hardware, quantum computing will operate as a specialized accelerator, wrote a team of analysts led by Mark Newman. "Quantum computing is set to become the next important step in computing. We believe the future of advanced computing will be shaped by a tri-processor architecture composed of CPUs, GPUs, and QPUs," Newman wrote, referring to central, graphics and quantum processing units. The current field, wrote Newman, is comprised of specialized pure-play companies alongside giant tech providers such as IBM , Google , Microsoft and Intel . But it's far too early in the industry's development to declare an ultimate winner. "We believe the market is unlikely to be winner-take-all," Bernstein added. "Different modalities bring distinct strengths and tradeoffs, which should make certain architectures better suited for specific use cases, workloads, and time horizons. Some may be better positioned for near-term commercial relevance, while others may offer the stronger long-term path to scaled, fault-tolerant quantum computing." Newman identified two companies that currently offer a more attractive risk-reward ratio than others. "RGTI and INFQ stand out to us: while RGTI is tied to superconducting and INFQ to neutral atoms, our framework indicates that current valuations imply only about 4% and 2% long-term market share, respectively," the analyst wrote. "Put differently, the market does not appear to be pricing in significant [market] share for either company today, so if either ultimately captures larger market opportunity, the upside could be meaningful." "We therefore see the setup as more favorable on a risk-reward basis, as investors ...
Earnings Call Insights: Motorcar Parts of America (MPAA) Q4 fiscal 2026 Management View "As stated in our earnings release issued this morning, we ended the year with a strong fourth quarter and numerous new business commitments phasing in throughout fiscal 2027 as well as exciting new additional pending business opportunities." (Chairman, President & CEO Selwyn Joffe) "Net sales increased 9.9% fo...
Earnings Call Insights: Motorcar Parts of America (MPAA) Q4 fiscal 2026 Management View "As stated in our earnings release issued this morning, we ended the year with a strong fourth quarter and numerous new business commitments phasing in throughout fiscal 2027 as well as exciting new additional pending business opportunities." (Chairman, President & CEO Selwyn Joffe) "Net sales increased 9.9% for the quarter and 4.3% for the year... Gross margin increased to 23.7% for the quarter and was 20.2% for the year... Net income for the quarter was $9.7 million compared with a net loss of $722,000 a year ago." (Chairman, President & CEO Selwyn Joffe) "We used cash from operating activities of $4.5 million in the quarter... primarily due to an increase in accounts receivable of $32.5 million... For the year, we generated cash from operating activities of $19.2 million... Working capital was impacted by an inventory ramp-up for new business." (Chairman, President & CEO Joffe) "We reduced net bank debt to $80 million despite repurchasing shares of $11.4 million for the year." (Chairman, President & CEO Joffe) "We have a number of initiatives that we are exploring, including utilizing AI tools to help neutralize working capital." (Chairman, President & CEO Joffe) "We commenced the relocation of our heavy-duty operation to Mexico from Canada in the latter part of fiscal 2026." (Chairman, President & CEO Joffe) "With regard to our EV emulator business, which is a noncore asset, we are continuing to explore strategic alternatives to capitalize on its proprietary industry-leading technology, including a state-of-the-art next-generation emulator." (Chief Financial Officer David Lee) Outlook "Motorcar Parts of America expects net sales for the fiscal year ending March 31, 2027, to increase between 7.5% to 10.2% year-over-year growth... representing net sales of between $780 million to $800 million." (Chief Financial Officer Lee) "Current guidance includes new business commitments th...
Vail Resorts press release ( MTN ): Q3 GAAP EPS of $8.81 misses by $0.15 . Revenue of $1.21B (-6.2% Y/Y) beats by $10M . The Company reduced its fiscal 2026 guidance, in line with the update provided in April, and is now expecting net income attributable to Vail Resorts, Inc. of $128 million to $162 million and Resort Reported EBITDA of $735 million to $755 million. More on Vail Resorts Vail Resor...
Vail Resorts press release ( MTN ): Q3 GAAP EPS of $8.81 misses by $0.15 . Revenue of $1.21B (-6.2% Y/Y) beats by $10M . The Company reduced its fiscal 2026 guidance, in line with the update provided in April, and is now expecting net income attributable to Vail Resorts, Inc. of $128 million to $162 million and Resort Reported EBITDA of $735 million to $755 million. More on Vail Resorts Vail Resorts: The Short-Term Avalanche Of Pain Will Clear Up Vail Resorts: Poor Conditions And A Shakier Dividend (Downgrade) Vail Resorts: A Bad Snow Year Doesn't Change The Thesis Vail Resorts FQ3 2026 Earnings Preview Most and least shorted consumer discretionary stocks with over $2B market cap as of May
President Donald Trump has joined other influential figures in talking about setting up U.S. taxpayers with ownership stakes in artificial-intelligence companies, but analysts aren’t sounding convinced that it’s likely in the near future.
President Donald Trump has joined other influential figures in talking about setting up U.S. taxpayers with ownership stakes in artificial-intelligence companies, but analysts aren’t sounding convinced that it’s likely in the near future.
Dag Kittlaus, co-founder of Siri, reacts to Apple's AI ambitions. The new Apple Intelligence system was unveiled during a keynote presentation at the company’s Worldwide Developers Conference. He speaks on "Bloomberg The Close." (Source: Bloomberg)
Dag Kittlaus, co-founder of Siri, reacts to Apple's AI ambitions. The new Apple Intelligence system was unveiled during a keynote presentation at the company’s Worldwide Developers Conference. He speaks on "Bloomberg The Close." (Source: Bloomberg)
IDEAYA Biosciences ( IDYA ) intends to offer and sell up to $300M of shares of its common stock and, in lieu of common stock, to offer and sell to certain investors pre-funded warrants to purchase its common stock in an underwritten public offering. In addition, IDEAYA intends to grant the underwriters a 30-day option to purchase up to $45M of shares of its common stock. IDYA -3.11% to $30.50 afte...
IDEAYA Biosciences ( IDYA ) intends to offer and sell up to $300M of shares of its common stock and, in lieu of common stock, to offer and sell to certain investors pre-funded warrants to purchase its common stock in an underwritten public offering. In addition, IDEAYA intends to grant the underwriters a 30-day option to purchase up to $45M of shares of its common stock. IDYA -3.11% to $30.50 after market. Source: Press Release More on IDEAYA Biosciences IDEAYA Biosciences, Inc. (IDYA) Presents at Bank of America Global Healthcare Conference 2026 Transcript IDEAYA Biosciences, Inc. (IDYA) Discusses Topline Results from OptimUM-02 Trial Evaluating Darovasertib and Crizotinib in HLA-A2-Negative Metastatic Uveal Melanoma - Slideshow Ideaya Biosciences: Stock Buoyant On Good mUM Data - But Approval Not A Formality IDEAYA to work with Roche on combo pancreatic cancer treatment IDEAYA Biosciences GAAP EPS of -$1.11 misses by $0.12, revenue of $6.56M beats by $1.52M
Earned income requires trading hours for pay. Passive income arrives on schedule whether markets are open or closed, whether you’re working or sleeping. For investors building a paycheck without a timesheet, dividend stocks remain the cleanest path to that goal. Utilities sit at the conservative end of the passive income spectrum. Regulated electric companies operate ... 3 Utility Stocks That’ll P...
Earned income requires trading hours for pay. Passive income arrives on schedule whether markets are open or closed, whether you’re working or sleeping. For investors building a paycheck without a timesheet, dividend stocks remain the cleanest path to that goal. Utilities sit at the conservative end of the passive income spectrum. Regulated electric companies operate ... 3 Utility Stocks That’ll Pay Your Bills For Years
CHICAGO, June 08, 2026 (GLOBE NEWSWIRE) -- Oil-Dri Corporation of America (NYSE: ODC), producer and marketer of sorbent mineral products, today announced results for its third quarter and first nine- months of fiscal year 2026.
CHICAGO, June 08, 2026 (GLOBE NEWSWIRE) -- Oil-Dri Corporation of America (NYSE: ODC), producer and marketer of sorbent mineral products, today announced results for its third quarter and first nine- months of fiscal year 2026.
I bought more Apple (NASDAQ:AAPL) last week, and I will probably buy more next month. That has been the rhythm of my portfolio for years now, and the receipts keep telling me to stay the course. When friends ask why I keep adding to a company already worth $4.514 trillion, my answer is short: the ... Why I Keep Loading Up On This Tech Giant
I bought more Apple (NASDAQ:AAPL) last week, and I will probably buy more next month. That has been the rhythm of my portfolio for years now, and the receipts keep telling me to stay the course. When friends ask why I keep adding to a company already worth $4.514 trillion, my answer is short: the ... Why I Keep Loading Up On This Tech Giant
Trevor Williams/DigitalVision via Getty Images Today, I am reviewing the iShares MSCI USA Value Factor ETF ( VLUE ). VLUE is a U.S. value factor ETF that aims to capture stocks trading at attractive valuations relative to fundamentals. Unlike broad market ETFs, VLUE’s methodology tilts away from more expensive growth stocks and instead focuses on companies with lower valuations. The fund’s methodo...
Trevor Williams/DigitalVision via Getty Images Today, I am reviewing the iShares MSCI USA Value Factor ETF ( VLUE ). VLUE is a U.S. value factor ETF that aims to capture stocks trading at attractive valuations relative to fundamentals. Unlike broad market ETFs, VLUE’s methodology tilts away from more expensive growth stocks and instead focuses on companies with lower valuations. The fund’s methodology has worked exactly as intended in recent years and led to meaningful exposure to undervalued technology names, most notably Micron Technology, Inc. ( MU ) and Intel Corporation ( INTC ), which subsequently delivered strong performance. However, this outcome also shaped the fund’s current composition and changed its nature. An investor entering today is not buying the same fund that existed a few years ago. VLUE now carries a materially higher concentration in a narrow segment of the tech sector, which to me raises the question of whether it still provides the diversification and downside protection that value investors typically seek. In theory, this ETF should be of interest to investors who seek pure U.S. value exposure without growth or momentum bias, and its valuation metrics make VLUE a more disciplined value fund than many similar ETFs. However, I rate VLUE a HOLD because while the upside has been compelling in the past, the current concentration risk and regime dependency make it unsuitable as a core holding for most investors. A Balanced Approach To Value: Three Metrics, One Index VLUE targets investors seeking higher long-term returns through investing in stocks priced at a discount relative to fundamentals. It tracks the MSCI USA Enhanced Value Index, which selects U.S. large- and mid-cap stocks with value characteristics. The index employs the following three valuation metrics: low price to book (in order to identify undervalued stocks), low price-to-earnings (to determine stocks with strong forward-looking earnings), and low enterprise value to cash flow fr...