400tmax/iStock Unreleased via Getty Images Broadcom's ( AVGO ) long-term deal with Google (GOOG )( GOOGL ) to develop its custom artificial intelligence chips, known as tensor processing units, could trickle down to benefit Cadence Design Systems ( CDNS ) due to its electronic design automation for Customer Owned Tooling, or COT, according to BNP Paribas. "We don't disagree that Broadcom will rema...
400tmax/iStock Unreleased via Getty Images Broadcom's ( AVGO ) long-term deal with Google (GOOG )( GOOGL ) to develop its custom artificial intelligence chips, known as tensor processing units, could trickle down to benefit Cadence Design Systems ( CDNS ) due to its electronic design automation for Customer Owned Tooling, or COT, according to BNP Paribas. "We don't disagree that Broadcom will remain the primary vehicle to develop future TPUs through 2031, but we think Google and others may be laying the groundwork for a hybrid future," said BNP Paribas Equity Research senior analyst Andrew DeGasperi in an investor note. "Our analysis suggests hyperscalers and leading AI companies are seeking candidates who have skills on both front- and, more recently, back-end tooling, which could help alleviate investor concerns on core software license growth. We think in the immediate this could be a catalyst for CDNS and eventually SNPS." Separately, Google and Broadcom signed a deal with Anthropic (ANTHRO ) to provide the maker of the Claude chatbot with multiple gigawatts of next-generation TPU capacity starting in 2027. "We believe COT could lead to a new wave of hyperscaler spend on EDA back-end tools, which have higher price points vs. front-end," DeGasperi added. "After Cadence Design made the announcement that a marquee hyperscaler had purchased its first fully customer-owned tool for AI chip tapeout on its earnings call, we have fielded many investor questions on the identity of the hyperscaler but also what is the potential upside for core EDA growth, which has disappointed despite a rapid increase in semis R&D spend." BNP noted that Google Cloud has posted job notifications for an engineer with experience in Cadence Innovus, 3DIC Integrity, and Synopsys' ( SNPS ) 3DIC Compiler. T hey are also hiring for a hardware emulation engineer who knows Cadence's Palladium for pre-silicon validation. Anthropic has similar job postings. More on Cadence, Anthropic, Alphabet Alphab...
SlavkoSereda/iStock via Getty Images Investors should pivot to commodities ( DBC ) for the remainder of the decade as geopolitical turmoil and macroeconomic uncertainty reshape markets, according to Bank of America strategist Michael Hartnett. In a recent note, Hartnett predicted that commodities would replace stocks ( SPY ) ( VOO ) as the biggest winners of the “anything but bonds” trade through ...
SlavkoSereda/iStock via Getty Images Investors should pivot to commodities ( DBC ) for the remainder of the decade as geopolitical turmoil and macroeconomic uncertainty reshape markets, according to Bank of America strategist Michael Hartnett. In a recent note, Hartnett predicted that commodities would replace stocks ( SPY ) ( VOO ) as the biggest winners of the “anything but bonds” trade through the 2020s, as investors seek protection against risk, inflation and a weakening dollar ( DXY ). Government bonds ( TLT ), he argued, are more likely to see “bear market rallies” rather than a sustained bull market due to ongoing fiscal excess. The numbers support the thesis: commodities ( DBC ) have climbed over 30% since the start of 2025, more than double the S&P 500’s ( SPY ) return over the same period. Crude oil ( USO ) ( BNO ) has surged following Iran’s closure of the Strait of Hormuz, while metals including gold ( GLD ), silver ( SLV ), and copper ( COPX ) have also benefited from central bank buying and AI infrastructure demand. Hartnett emphasized that geopolitics is now being driven by the “need to monopolize commodities,” noting that “who owns the chips ( SMH ), rare earths ( REMX ), minerals, oil, wins the AI war.” For the longer term, the strategist favors commodities over the dollar, and international ( VXUS ) and small-cap stocks ( IJR ) over US large caps ( SPY ). Seeking Alpha More on the Markets March CPI: Inflation Pumps Up As Gasoline Soars G10 Currency Consolidation Looks Constructive, But The Weekend Poses Risks Oil Shock: Will The Fed Intervene (Part 2) U.S., EU move closer to critical minerals pact to counter Beijing's dominance - report Abu Dhabi Oil CEO says Strait of Hormuz not open, under Iran control
U.S. stocks extended their gains on Thursday as investors remained optimistic that the two-week ceasefire between the United States and Iran would not fall apart and further talks would help reach a peace deal.
U.S. stocks extended their gains on Thursday as investors remained optimistic that the two-week ceasefire between the United States and Iran would not fall apart and further talks would help reach a peace deal.
Andrii Dodonov/iStock via Getty Images U.S. Treasury yields were largely unchanged after the latest inflation report suggested underlying price pressures were not as strong as feared, even as rising energy costs linked to the Iran conflict pushed headline risks higher. The 10-year Treasury yield ( US10Y ) hovered around 4.30%, reflecting stable long-term expectations. On the short end, the 2-year ...
Andrii Dodonov/iStock via Getty Images U.S. Treasury yields were largely unchanged after the latest inflation report suggested underlying price pressures were not as strong as feared, even as rising energy costs linked to the Iran conflict pushed headline risks higher. The 10-year Treasury yield ( US10Y ) hovered around 4.30%, reflecting stable long-term expectations. On the short end, the 2-year yield ( US2Y ) stood near 3.78%, showing that markets see little immediate change in the Federal Reserve’s policy stance. The 30-year yield ticked slightly higher, rising about one basis point to 4.90%. Overall, the limited movement in yields indicates that investors took the data in stride. The softer core inflation reading offered some reassurance that price pressures are not intensifying, helping offset concerns stemming from higher energy prices. At the same time, rate markets are increasingly aligned around a modest easing path. Traders are now pricing in just one Federal Reserve rate cut in 2026, reflecting a view that while inflation is easing gradually, it remains persistent enough to keep policymakers cautious. More on bonds Weak Dollar Is The Real Threat To The U.S. Stock Market Stocks From Liberation Day To Iran War Fed Walks A Policy Tightrope As Iran Conflict Clouds The Outlook 3 things to look out for on Friday Global economy faces rising inflation and slower growth – IMF’s director
Smile/DigitalVision via Getty Images As Q1 2026 earnings season is set to begin, the consumer staples sector is drawing attention amid ongoing tariff-driven cost pressures, shifting consumer spending patterns, and persistent uncertainty in the broader macro environment. Within the small-cap space, where companies tend to have more concentrated exposure to specific product categories and consumer d...
Smile/DigitalVision via Getty Images As Q1 2026 earnings season is set to begin, the consumer staples sector is drawing attention amid ongoing tariff-driven cost pressures, shifting consumer spending patterns, and persistent uncertainty in the broader macro environment. Within the small-cap space, where companies tend to have more concentrated exposure to specific product categories and consumer demographics, upward EPS revisions carry particular weight as a signal of improving fundamental momentum. The following list highlights small-cap consumer staples stocks that have earned a Seeking Alpha EPS Revision Quant Grade of A or higher heading into earnings season, spanning personal care products, packaged foods, and food retail The list includes Herbalife Ltd. ( HLF ), a personal care products company with a market cap of $1.57B and a Strong Buy quant rating of 4.81. B&G Foods, Inc. ( BGS ) and The Honest Company, Inc. ( HNST ) follow, representing packaged foods and personal care products respectively. Natural Grocers by Vitamin Cottage, Inc. ( NGVC ) rounds out the list as a food retailer with a market cap of $612.68M. Here is the list: Herbalife Ltd. ( HLF ), EPS revision: A+ B&G Foods, Inc. ( BGS ), EPS revision: A The Honest Company, Inc. ( HNST ), EPS revision: A+ Natural Grocers by Vitamin Cottage, Inc. ( NGVC ), EPS revision: A+ Consumer Staples ETFs: ( XLP ), ( VDC ), ( IYK ), ( FSTA ), ( KXI ), and ( RSPS ) More on consumer staples Finding The Opportunities After The Selloff And End Of The War KXI: Consumer Staples Dashboard For March Gen Z Is Threatening The Alcohol Industry Adecoagro is the top performing foreign consumer staples stock YTD Weekly ETF flows: Five of 11 sectors record outflows; energy sector leads inflows
(RTTNews) - Consumer prices in the U.S. increased in line with economist estimates in the month of March, according to a report released by the Labor Department on Friday.
(RTTNews) - Consumer prices in the U.S. increased in line with economist estimates in the month of March, according to a report released by the Labor Department on Friday.
Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland go through various consumer categories and examine how March inflation pressures have pushed their prices higher. Last month's Consumer Price Index survey (CPI) reported to have risen 0.9% month-over-month and 3.3% year-over-year (vs. estimates of 3.4%). Core CPI — which excludes food and energy costs — saw inflation rise 0...
Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland go through various consumer categories and examine how March inflation pressures have pushed their prices higher. Last month's Consumer Price Index survey (CPI) reported to have risen 0.9% month-over-month and 3.3% year-over-year (vs. estimates of 3.4%). Core CPI — which excludes food and energy costs — saw inflation rise 0.2% monthly (vs. estimates of 0.3%) and 2.6% annually (vs. estimates of 2.7%) in March.
Igor Borisenko/iStock via Getty Images Despite dramatic price swings in crude oil markets ( CL1:COM ), ( CO1:COM ) following the Iran war ceasefire, waiting for “opportunities to potentially buy the dip” remains the right strategy for traders, according to Rebecca Babin, senior energy trader with CIBC Private Wealth. West Texas Intermediate crude ( CL1:COM ) has fallen roughly 11% over the past we...
Igor Borisenko/iStock via Getty Images Despite dramatic price swings in crude oil markets ( CL1:COM ), ( CO1:COM ) following the Iran war ceasefire, waiting for “opportunities to potentially buy the dip” remains the right strategy for traders, according to Rebecca Babin, senior energy trader with CIBC Private Wealth. West Texas Intermediate crude ( CL1:COM ) has fallen roughly 11% over the past week, with even sharper intraday moves including a 16% plunge on Monday. During an interview with CNBC, she explained that market positioning was “very long” heading into the ceasefire headlines, which triggered the aggressive selloff as traders rushed to adjust their positions. Babin highlighted a significant disconnect between paper and physical oil markets. “The paper market we’re seeing right now is looking through this, seeing the light at the end of the tunnel,” she said. “The physical market, not so much, not seeing a glimmer of hope, but not knowing if it’s the light at the end of the tunnel or an oncoming train.” Babin emphasized that the actual supply-demand balance remains “tighter than what the paper market’s indicating right now.” Even if ships begin moving immediately, she noted, deliveries take two to three weeks to reach their destinations, leaving near-term supply constrained. The volatility has been most pronounced in the prompt contract for May delivery, currently trading around $98.40, compared to $90 for June and $85.17 for July. “Where you’re seeing the tremendous amount of volatility is in this prompt contract,” Babin explained, noting it is where speculative trading and physical delivery requirements create the most stress. Looking further out, prices dip into the $70s by November, suggesting the market expects a relatively quick healing process. However, Babin cautioned that while opportunities exist, traders “need to see the barrels moving to their destination” before acting, warning that “headline risk is extreme” in the current environment. Energy ...
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Meta Platforms, Inc. (NASDAQ:META) ranks #9 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $4.36 billion Wall Street has been spooked by Meta Platforms’ (NASDAQ:META) massive AI spending, but many overlook the results it is generating. The […]
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Meta Platforms, Inc. (NASDAQ:META) ranks #9 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $4.36 billion Wall Street has been spooked by Meta Platforms’ (NASDAQ:META) massive AI spending, but many overlook the results it is generating. The […]
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Microsoft Corp (NASDAQ:MSFT) ranks #3 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $12.24 billion Microsoft Corp (NASDAQ:MSFT) shares are down 21% so far this year. Despite recent market skepticism about its AI narrative, Microsoft Azure rose […]
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Microsoft Corp (NASDAQ:MSFT) ranks #3 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $12.24 billion Microsoft Corp (NASDAQ:MSFT) shares are down 21% so far this year. Despite recent market skepticism about its AI narrative, Microsoft Azure rose […]
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Apple Inc. (NASDAQ:AAPL) ranks #2 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $14.99 billion Despite all the talk of a lack of an AI strategy and slowing iPhone sales growth, Apple Inc. (NASDAQ:AAPL) stock is becoming […]
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Apple Inc. (NASDAQ:AAPL) ranks #2 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $14.99 billion Despite all the talk of a lack of an AI strategy and slowing iPhone sales growth, Apple Inc. (NASDAQ:AAPL) stock is becoming […]
SuperX AI Technology ( SUPX ) announced on Friday it had provided an update on its share repurchase program, under which its board had authorized the buyback of up to $20 million of its ordinary shares. The company had repurchased 1.29M shares at an average price of $8.93 as of April 9, 2026. Shares +3.77%. More on SuperX SuperX AI Technology Limited: Buyback Plan Accounts For A Lot Of Recent Equi...
SuperX AI Technology ( SUPX ) announced on Friday it had provided an update on its share repurchase program, under which its board had authorized the buyback of up to $20 million of its ordinary shares. The company had repurchased 1.29M shares at an average price of $8.93 as of April 9, 2026. Shares +3.77%. More on SuperX SuperX AI Technology Limited: Buyback Plan Accounts For A Lot Of Recent Equity Raise Financial information for SuperX
hapabapa Loop Capital began coverage of Macom Technology Solutions ( MTSI ) with a Buy rating and a $300 price target. Shares of Macom rose about 2% on Friday. "We view MTSI as a key beneficiary of three end markets with structurally higher growth rates, when compared to historical growth patterns. We also see MTSI benefitting from cyclical tailwinds that are broadening across the semiconductor ma...
hapabapa Loop Capital began coverage of Macom Technology Solutions ( MTSI ) with a Buy rating and a $300 price target. Shares of Macom rose about 2% on Friday. "We view MTSI as a key beneficiary of three end markets with structurally higher growth rates, when compared to historical growth patterns. We also see MTSI benefitting from cyclical tailwinds that are broadening across the semiconductor market," said analysts led by Gary Mobley. The analysts noted that about two-thirds of Macom's revenue is tied to markets that are now at structurally higher growth rates, from data center capital expenditure, or capex, poised to grow at 80% in 2026 to a satellite market that expects to see another record year of launches in 2026. Macom develops the key semiconductor-based radio frequency, or RF, millimeter, microwave, and lightwave components enabling civil, defense, data center, satellite, and telecom infrastructure buildouts, the analysts added. More on Macom Technology The Outlook For MACOM Technology Is Bright, But The Valuation Is Blinding MACOM Technology Solutions Holdings, Inc. (MTSI) Q1 2026 Earnings Call Transcript Whale Rock exits Hinge Health, adds Macom, pares Celestica, among Q4 trades MACOM raises 2026 data center growth outlook to 35%-40% as 1.6T ramps Seeking Alpha’s Quant Rating on MACOM Technology
nuttapong punna/iStock via Getty Images Thesis Intel Corporation ( INTC ) has just expanded its partnership with Alphabet/Google ( GOOG ). For me, it signals that Xeon CPUs are not likely to be displaced in the AI era, but rather they seem to be becoming more deeply embedded at the core of hyperscale infrastructure, as I’ll explain. It's a good trend for Intel, and the collaboration would imply th...
nuttapong punna/iStock via Getty Images Thesis Intel Corporation ( INTC ) has just expanded its partnership with Alphabet/Google ( GOOG ). For me, it signals that Xeon CPUs are not likely to be displaced in the AI era, but rather they seem to be becoming more deeply embedded at the core of hyperscale infrastructure, as I’ll explain. It's a good trend for Intel, and the collaboration would imply that they’re evolving from a component supplier into a strategic systems partner. They’re set to co-design balanced architectures alongside custom IPUs, which should position them to benefit directly from scaling AI demand. Elsewhere, the valuation would reflect a turnaround already being priced in. So in that sense, this deal would then reinforce the durability of CPU demand and support the long-term earnings recovery story here. I last covered Intel towards the end of last year, in which I explained what the Apple ( AAPL ) collaboration over the 18A node meant for investors. I see this collaboration as another step in the right direction for Intel's recovery and would remain Buy-rated again. Intel and Google continue their collaboration As you know, Intel and Google have just recently expanded their partnership. I see it as a pretty subtle but important shift, specifically in how AI infrastructure is evolving for both parties. You see, much of the recent AI boom has been focused on GPUs and specialized accelerators. And it is true, many companies have seen huge share momentum from expanding their GPU portfolio. However, this collaboration reinforces that CPUs are still the backbone of large-scale systems here. Intel Corporation On Intel’s side, it comes down to their Xeon processors. These processors basically orchestrate AI workflows in that they combine a very strong general-purpose compute with system-level control capabilities. This is what accelerators lack. Architecturally speaking, the Xeon can offer us much higher core counts and large shared caches. They also have ...