Wells Fargo Reduces PT on Meta Platforms (META) Stock Yahoo Finance UK

在現場觀看神舟二十三號出征儀式的保安局副局長卓孝業表示，今次有港產航天員上太空，希望帶動新一波太空熱潮及科學研發熱潮。 保安局副局長卓孝業稱：「想同家盈說的就是真的引以為傲，亦都感覺到曾與她共事，是與有榮焉。亦感覺到家盈上次接受訪問時，她勉勵我們年輕人，我覺得這是很感動，讓我們年輕人知道世界很大、天空很高，但都要放眼遠一點，志向要遠大一點。」

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Long-Term Stocks to Buy Now for High Returns. On May 22, RBC Capital reiterated an “Outperform” rating and a price objective of $640.00 on the company’s stock. This comes after the investor meetings with the company’s executives. The firm remains optimistic about Microsoft Corporation (NASDAQ:MSFT)’s growth opportunity and its capability to maintain and enhance its AI leadership position. Microsoft (MSFT): One of the Best Long-Term Stocks to Buy Now for High Returns In a different update, Microsoft Corporation (NASDAQ:MSFT) is in talks to supply custom AI chips to Anthropic, reported CNBC. Notably, this deal will be a win for Microsoft, with the company lagging behind the cloud competitors Amazon and Google as far as supplying clients with special-purpose AI silicon is concerned. Microsoft Corporation (NASDAQ:MSFT) announced its second-generation Maia AI chip in January. However, it is yet to make it available via its Azure cloud, reported CNBC. In November, Microsoft Corporation (NASDAQ:MSFT) stated that it will invest $5 billion in Anthropic, with Anthropic committing to spend $30 billion on Azure. Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best FMCG Stocks to Invest In According to Analysts and 11 Best Long-Term Tech Stocks to Buy According to Analysts. Disclosure: None. Follow Insider Monkey on Google News.

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Long-Term Stocks to Buy Now for High Returns. On May 22, RBC Capital reiterated an “Outperform” rating and a price objective of $640.00 on the company’s stock. This comes after the investor meetings with the company’s executives. The firm remains optimistic about Microsoft Corporation (NASDAQ:MSFT)’s growth opportunity and its capability to maintain and enhance its AI leadership position. Microsoft (MSFT): One of the Best Long-Term Stocks to Buy Now for High Returns In a different update, Microsoft Corporation (NASDAQ:MSFT) is in talks to supply custom AI chips to Anthropic, reported CNBC. Notably, this deal will be a win for Microsoft, with the company lagging behind the cloud competitors Amazon and Google as far as supplying clients with special-purpose AI silicon is concerned. Microsoft Corporation (NASDAQ:MSFT) announced its second-generation Maia AI chip in January. However, it is yet to make it available via its Azure cloud, reported CNBC. In November, Microsoft Corporation (NASDAQ:MSFT) stated that it will invest $5 billion in Anthropic, with Anthropic committing to spend $30 billion on Azure. Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best FMCG Stocks to Invest In According to Analysts and 11 Best Long-Term Tech Stocks to Buy According to Analysts. Disclosure: None. Follow Insider Monkey on Google News.

Microsoft (MSFT): One of the Best Long-Term Stocks to Buy Now for High Returns Yahoo Finance

神舟二十三號載人飛船將於今晚11時08分發射升空，三名航天員領命出征。 神舟二十三號指令長朱楊柱說：「指揮長同志，我們奉命執行神舟二十三號載人飛行任務，準備完畢，請你指示，航天員朱楊柱。」 神舟二十三號航天員張志遠稱：「航天員張志遠。」 神舟二十三號航天員黎家盈說：「航天員黎家盈。」 出征儀式在酒泉衛星發射中心，問天閣前的圓夢園廣場舉行。創新科技及工業局局長孫東，率領的特區政府代表團在場送行。現場有大批民眾，部分人手持國旗及區旗。 儀式後，三名航天員登上專車，約15分鐘後抵達發射塔架，期間黎家盈神情輕鬆，與隊友有說有笑。 在晚上近8點50分，黎家盈站起來與隊友逐一擊掌，準備進入飛船前，她更對鏡頭比心。在晚上近9時，黎家盈等三名航天員逐一進入飛船。

Quant rankings for the upcoming earnings calendar show strength concentrated in financials and select industrial and energy names, while weakness is more pronounced across information technology and consumer-facing segments. A total of 166 companies are scheduled to report in the coming week. This week’s top-rated names are led by Diana Shipping ( DSX ) and National Bank of Canada ( NTIOF ), alongside Ituran Location and Control ( ITRN ) and NGL Energy Partners ( NGL ), pointing to strength across marine transportation, banking, communications equipment, and energy infrastructure. Financials feature prominently, with Royal Bank of Canada ( RY ), Bank of Montreal ( BMO ), and Bank of Nova Scotia ( BNS ) among the highest-rated names, reflecting supportive trends in diversified banking. Information technology names such as Autodesk ( ADSK ), Synopsys ( SNPS ), and Ooma ( OOMA ) also appear on the list, indicating pockets of strength in application software. On the downside, information technology stocks dominate the weakest-ranked group, with Pony AI ( PONY ) and Alarum Technologies ( ALAR ) among the laggards, signaling continued pressure in software segments. Health care name Phreesia ( PHR ) and industrial player Freightos ( CRGO ) also feature, while consumer discretionary names including Build-A-Bear Workshop ( BBW ), Destination XL Group ( DXLG ), and MINISO Group ( MNSO ) point to softness in retail segments. Financial name Banco BBVA Argentina ( BBAR ), consumer staples player Yatsen Holding ( YSG ), and communication services firm Kuaishou Technology ( KUASF ) round out the list, reflecting weaker trends across valuation and momentum. Other high-profile companies set to report earnings this week include Salesforce ( CRM ), Costco Wholesale ( COST ), Snowflake ( SNOW ), Marvell Technology ( MRVL ), and Dell Technologies ( DELL ), which carry Hold ratings with quant scores of 3.16 , 3.42 , 3.17 , 3.49 , and 3.49 , respectively. Seeking Alpha’s Quant Rating syst...

Patricio Nahuelhual | Moment | Getty Images At risk of stating the obvious: Boosting one's savings rate is among the best ways to improve a household's retirement prospects . Doing so increases the size of the financial war chest one can deploy in old age. But there's another, somewhat hidden benefit to saving a larger share of income, according to financial advisors — it simultaneously pushes households to live on less money, thereby reducing the amount of money they'll ultimately need to fund their lifestyle in retirement. It may even help reduce the age at which someone is financially able to retire. "A higher savings rate doesn't just build the portfolio faster. It also lowers the amount you need to retire," Fran Walsh, co-founder of Opulus, a financial advisory firm based in Doylestown, Pennsylvania, wrote in a recent post . "Because if you're living on less, you need less to sustain that life indefinitely," he wrote. 'Far more work than most people realize' watch now VIDEO 6:07 06:07 Countries are rethinking retirement systems – here's what that means Converge Walsh provided an example to illustrate the concept. Consider two households: Each earns $250,000, starts saving at age 35, and gets an assumed 8% annual rate of return. Household A saves 10%, or $25,000 a year. Household B saves 30%, or $75,000 annually. Next, we use the so-called rule of 25 to determine the households' respective savings targets. This framework uses household spending to approximate the size of an adequate nest egg, by multiplying its annual spending by 25 . Read more CNBC personal finance coverage Could Trump Accounts be a model for Social Security? Here’s what experts say 'Survivor's penalty' can affect retirees after a spouse dies. What to expect This federal program trains older workers. The Trump administration wants to cut it Jeff Bezos says bottom half of earners should pay zero in income taxes CNBC's Financial Advisor 100: Best financial advisors, top firms ranked Household A, ...

SoundHound AI (NASDAQ: SOUN) just delivered record revenue, but investors punished the stock anyway. The company's growth story still has real catalysts, including OASYS, LivePerson, and enterprise AI expansion. The big question is whether those opportunities can outweigh cash burn, margin pressure, and dilution risk. Stock prices used were the market prices of May 15, 2026. The video was published on May 22, 2026. Continue reading

Rasi Bhadramani/iStock via Getty Images I'm initiating coverage on AstraZeneca ( AZN ) and setting it at a "Strong Buy" rating. The reason why is because the company was able to report massive growth in revenue in Q1 of 2026. During this particular quarter, it reported that it achieved an 8% growth in revenues to $15.288 billion. The main growth segment for this big pharma that helped it was double-digit percentage growth in two key areas. One key area was that of its Oncology portfolio, and then the other dealt with its Rare Disease portfolio. Each of these segments grew by 16% and 15%, respectively. What I want to go over in this article are two expansion opportunities that were wins in the most recent quarter that could allow the company to expand particular drugs in each of these portfolio segments. With respect to the Oncology portfolio unit, the IMFINZI combination was able to achieve the primary endpoint of progression-free survival [PFS] in patients with unresectable hepatocellular carcinoma [HCC] eligible for embolisation in the phase 3 EMERALD-3 study. In terms of the rare disease portfolio unit, there is a drug in there by the name of ULTOMIRIS that did exceptionally well in its study. This involves the use of this drug to treat patients with immunoglobulin A Nephropathy [IgAN] in the phase 3 I CAN trial. Sales of IMFINZI grew by 30% to $1.694 in Q1 of 2026 and can be helped with expanded indications. In terms of ULTOMIRIS, this drug is also continuing to achieve significant percentage growth during the very same quarter. In Q1 of 2026, sales of this drug grew by 18% to $1.27 billion. With total revenue growth of 8% in Q1 of 2026, plus double-digit growth from two of its key portfolio segments, I believe that I should initiate this company with a "Strong Buy" rating. Win In EMERALD-3 Phase 3 Study Brings About Expanded Market Opportunity For IMFINZI The first item I wanted to mention was that the company achieved positive results from its phase 3 EMERALD-...

Key Points The stock market has soared under President Trump, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite climbing 57%, 70%, and 142%, respectively, during his first term. The evolution of artificial intelligence (AI) and President Trump's Tax Cuts and Jobs Act, which permanently lowered the peak corporate income tax rate, have powered the Trump bull market higher. However, rapid increases in outstanding margin debt, as we're witnessing now, have historically preceded significant stock market downturns. 10 stocks we like better than S&P 500 Index › In case you haven't noticed, the stock market has historically thrived when Donald Trump is in the White House. During his first, non-consecutive term, the Dow Jones Industrial Average (DJINDICES: ^DJI), S&P 500 (SNPINDEX: ^GSPC), and Nasdaq Composite (NASDAQINDEX: ^IXIC) soared 57%, 70%, and 142%, respectively. Since President Trump's second term started on Jan. 20, 2025, it's been an encore performance for the Trump bull market. Through the closing bell on May 20, the Dow, S&P 500, and Nasdaq Composite have rallied 17%, 25%, and 37%, respectively. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » However, outsize returns under Trump may not be sustainable much longer. Although no metric or historical event can guarantee short-term directional movements in the Dow, S&P 500, and Nasdaq Composite, one indicator has been flawless in foreshadowing significant stock market declines -- and it's currently sounding a warning louder than ever before. Artificial intelligence and corporate tax policy have fueled the Trump bull market rally But before digging into the details of what history says will go wrong, it's imperative to lay the foundation of what's gone right under President Trump. To begin with, not all Trump bull market tailwinds...

Key Points Management is confident that sustained cash-flow growth can support a higher dividend payout. Nvidia's new platform is built for the artificial intelligence (AI) inference boom. Nvidia is still a great value for long-term investors. 10 stocks we like better than Nvidia › Don't let Nvidia's (NASDAQ: NVDA) 1.7% decline on May 21 fool you. The chip giant's first-quarter fiscal 2027 report was every bit of a showstopper, featuring $81.6 billion in quarterly revenue -- a 20% quarter-over-quarter and 85% year-over-year increase. Even more impressive is that Nvidia converted a mind-numbing 65.6% of its revenue into operating income in the period ended April 26. Despite its behemoth size, Nvidia is defying the laws of business physics by maintaining a breakneck top- and bottom-line growth rate, which is leading to more cash flow than Nvidia needs to reinvest in its business. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » As a result, Nvidia's board of directors approved an additional $80 billion share-repurchase authorization and announced a massive increase in its quarterly dividend from $0.01 per share to $0.25 per share. Here's why Nvidia's dividend increase makes it even more of a screaming buy now. Nvidia's dividend increase makes perfect sense In March, I correctly predicted that Nvidia would make a substantial dividend increase in 2026 based on comments from CFO Colette Kress at the company's GTC 2026 conference. Kress said that Nvidia plans to return at least 50% of free cash flow (FCF) to shareholders through dividends, especially in the second half of the year as it works through some investments. And given that Nvidia's buyback program is already massive, and its dividend was just $0.01 per share (a yield of 0.02%), a dividend raise was the logical next step in Nvidia's evolution in...

Despite increasing its payout by 2,400%, Nvidia will only be paying around $6.08 billion per quarter in dividends or $24.3 billion per year. Nvidia just booked $58.3 billion in net income in a single quarter. So even if Nvidia's growth slowed, it could simply pull back on buybacks with plenty of dry powder to support its dividend. However, some investors may prefer Nvidia to reinvest that capital into the business rather than return it directly to shareholders. After all, there's a long list of formerly innovative tech companies that became dividend-paying stalwarts, only to lose market share over time. But Nvidia is different. Nvidia initiated its dividend back in 2012, and while it was somewhat meaningful at the time, the payout became comically small as the stock soared in value. Nvidia's latest dividend raise doesn't make it a high-yield stock, but it will have a yield around 0.4%, which is in the ballpark of other tech giants like Apple (NASDAQ: AAPL), Alphabet , and Meta Platforms . In March, I correctly predicted that Nvidia would make a substantial dividend increase in 2026 based on comments from CFO Colette Kress at the company's GTC 2026 conference. Kress said that Nvidia plans to return at least 50% of free cash flow (FCF) to shareholders through dividends, especially in the second half of the year as it works through some investments. And given that Nvidia's buyback program is already massive, and its dividend was just $0.01 per share (a yield of 0.02%), a dividend raise was the logical next step in Nvidia's evolution into a mature, industry-leading tech giant rather than a high-flying cyclical growth stock. As a result, Nvidia's board of directors approved an additional $80 billion share-repurchase authorization and announced a massive increase in its quarterly dividend from $0.01 per share to $0.25 per share. Here's why Nvidia's dividend increase makes it even more of a screaming buy now. Will AI create the world's first trillionaire? Our team just rel...

According to its SEC filing dated May 15, 2026, Adams Street Partners LLC reported selling its entire stake of 223,506 shares in Paymentus Holdings (PAY). The estimated transaction value was $5.88 million, based on the mean closing price during the first quarter. The fund’s quarter-end position in Paymentus fell by $7.06 million, a figure that includes the impact of both trading and stock price changes. Paymentus Holdings, Inc. is a leading provider of cloud-based electronic bill payment and presentment solutions, supporting over 1,300 employees and a broad client base. The company leverages a scalable SaaS platform to deliver secure, omni-channel payment capabilities to enterprise billers across multiple industries. Adams Street Partners maintains a highly concentrated portfolio . At the end of March, the firm was holding just three stocks and didn’t purchase any shares in the first quarter. BillionToOne , its top holding, makes up a whopping 52% of the overall portfolio. Continue reading

With Commercial Real Estate Still Challenging, Lenders Offload Troubled Loans At A Loss Authored by Mary Prenon via The Epoch Times (emphasis ours), While leasing activity and vacancy trends suggest the U.S. commercial real estate market is stabilizing, office values are still well below post-pandemic peaks, recent reports show. The San Francisco skyline on Jan. 20, 2023. Patrick T. Fallon/AFP via Getty Images As owners scramble to make payments on under-occupied office buildings, many lenders are reluctant to foreclose to avoid the headache of taking ownership and reselling the properties, according to David Marino, cofounder of Hughes Marino, a San Diego-based corporate real estate advisory firm. According to Cushman and Wakefield, a global commercial real estate services company, national office sublease inventory in the first quarter declined by 13.6 percent year over year, to 101 million square feet, while vacancy may have peaked. Sublease space peaked in January 2023, at 189 million square feet, according to the commercial real estate services firm CBRE Group. A February report from the financial data and research company MSCI also shows that office prices are showing signs of stabilization, though they are still well below their post-COVID-19 pandemic peak. Commercial property prices rose by 0.3 percent year over year in January, but downtown office values declined by 1.3 percent, and were down by 40.2 percent from three years ago. Massive Perks Speaking recently with Siyamak Khorrami, host of EpochTV's "Market Insider," Marino said the commercial real estate market is still challenging, as the pandemic has made remote work a new normal. "The horses are out of the barn and never coming back," he said. An April 1 report from job search platform FlexJobs shows that remote-job postings in the first quarter increased by 20 percent month over month, with 65 percent of positions targeting experienced workers. The platform predicts continued growth in the work model...

5月24日，巴基斯坦与阿里巴巴宣布达成多项合作，围绕AI基础设施、医疗AI科技、中小企业发展、人才培养、电子支付等领域，有望加速巴基斯坦数字经济与AI发展。当天，正在中国访问的巴基斯坦总理夏巴兹·谢里夫和阿里巴巴集团主席蔡崇信在阿里杭州全球总部出席签约仪式。(中国蓝新闻)

本地足總盃四強，東區與北區踢成2-2，互射十二碼贏3-1晉級。 藍衫的東區32分鐘領先，憑一次反擊攻勢，北區的羅曉聰解圍失誤，被里奧窄位射入，北區靠古杜拉的入球43分鐘追平，不過和局只維持了4分鐘。東區的華倫天奴交出助攻，雷爾斯射入，領先2-1完半場。 換邊後北區獲得十二碼，古杜拉被踢跌，格蘭特操刀，70分鐘射成2-2，之後的法定時間，連同加時都互無紀錄。進入互射十二碼，北區只入一球，東區入三球，包括華倫天奴，結果十二碼贏3-1，決賽對大埔。

US Treasury rout tests Washington's tolerance for higher borrowing costs Reuters

When the Social Security Administration announced last October that benefits would be rising 2.8%, many seniors were disappointed. And they had a right to be. They just didn't know the whole story at the time. It's very clear that 2026's Social Security cost-of-living adjustment, or COLA, is not holding up well to inflation. And there are two big reasons why. Prices are higher Ever since the Iran conflict broke out, oil prices have soared. That's driven prices up across a range of consumer categories. In April, the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), which is the index Social Security COLAs are based on, rose 3.9% on an annual basis. And while that increase may be directly related to the situation overseas, it doesn't change the reality -- that a 3.9% rise in the cost of goods and services renders a 2.8% COLA fairly useless. Medicare Part B hikes hurt seniors from the start Another reason 2026's Social Security COLA was pretty much doomed from the start is Medicare -- specifically, the cost of Part B. Seniors who are enrolled in both Medicare and Social Security pay their Part B premiums out of their monthly benefits. So when there's a big increase in the cost of Part B, that year's Social Security COLA doesn't go as far. In January, the standard monthly Part B premium rose by $17.90. So, even before inflation began to pick up in the wake of the Iran conflict, seniors on Social Security were at a disadvantage due to the combination of a moderate COLA and a large Part B increase. Have realistic COLA expectations Since 2026's Social Security COLA is turning out to be a bust, you may have higher hopes for next year's raise. But one thing you should realize is that Social Security COLAs are not meant to beat inflation. The best they can generally do is keep up with it -- if they even manage that. If you're struggling to make ends meet, it pays to find ways to boost your paycheck outside of a Social Security COLA. You may want to con...

Oh Tottenham. How has it come to this? Champions League finalists in 2019, and Europa League winners just 12 months ago, one of the grandest clubs in England are now possibly 90 minutes plus fingernail-and-artery-bothering add-ons away from relegation to the second tier for the first time in nearly half a century. Ah but let’s leave those questions for later. And they’ll be a lot less pointed should Spurs escape the executioner this afternoon. The maths are simple: beat Everton and they stay up. A draw will almost certainly be enough, unless West Ham beat Leeds 12-0, which, given that scoreline would tie a top-flight record set 134 years ago* and matched only once since, 117 years ago†, is not going to happen. But a defeat … hoo boy. The good news for Spurs: under Roberto de Zerbi, they’ve lost just one of their last five fixtures. And even if the worst was to happen, West Ham would still need to win to leapfrog them to safety. However, Spurs have only won two matches at home all season, against Burnley and Brentford, while Everton have the sixth-best away record in the division, winning seven of 18. Also in David Moyes, Everton have a manager who is on record saying he’d “love to keep West Ham in the league if I can”, having previously managed them to European glory. So imagine the tension in N17 should Everton score first this afternoon. But Spurs beat the Toffees 3-0 on their own patch last October, so glee is as likely an outcome for the hosts as misery. At least that’s what they’ve got to tell themselves as they go into their most important game for a generation … and the bean counters will tell you that yes, that does include last year’s Europa League final. Kick-off is at 4pm BST. It’s on! *: West Bromwich Albion 12-0 Darwen (April 1892) †: Nottingham Forest 12–0 Leicester Fosse (April 1909)

伊朗伊斯兰革命卫队海军表示，过去24小时内，共有33艘船只在获得许可后，通过霍尔木兹海峡。声明称，这些船只包括油轮、集装箱船以及其他商业船只。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

At least £325bn worth of dirty money is flowing through the UK every year, according to research that is sparking concerns about funding for state investigators and the government’s push into crypto assets. The figure is equivalent to more than 10% of UK GDP and includes illicit funds linked to financial crime, money laundering, corruption, illegal trade and tax dodging, according to the report by the Finance Innovation Lab charity. Including the UK’s crown dependencies and overseas territories, such as Jersey and the Cayman Islands, the figure jumps to more than £788bn annually. The research is believed to be the first comprehensive attempt to quantify the scale of illicit finance flows linked to the UK, with cross-border data on tax evasion and financial crime revealing the extent of the UK’s international role as a hub for dirty money from across the world. The figures are being released as the UK prepares to host the Illicit Finance Summit, on 23-24 June, with the Finance Innovation Lab urging Labour ministers to “demonstrate leadership” by confronting the UK’s role in enabling economic crime and tax evasion. One of the report’s authors, Jesse Griffiths said: “Rachel Reeves has described the UK’s financial sector as the ‘crown jewel’ of the economy. Our report shows that, all too often, it is in fact playing a central role in supporting illicit financial flows: harming our economy, taking money from our public services, and supporting crime. Understanding the true scale of this is an essential first step toward ensuring the financial system works for society, not against it.” The all-party parliamentary group (APPG) on Anti-Corruption and Responsible Tax is backing the Finance Innovation Lab’s calls for government action, including a rise in funding for state investigators including the National Crime Agency and Serious Fraud Office, which they said would be likely to pay for itself through higher fines and asset seizures. The Lab is also calling for a “pause” o...

A lot of investors associate Vanguard almost exclusively with low-cost passive indexing on the equity side. But what many people may not realize is that in recent years, Vanguard has also built a fairly robust presence in active fixed income management. In classic Vanguard fashion, though, they have kept the fees on many of these ... Two Vanguard Tickers. One Brokerage Account. Passive Income Lands in It Every Month.

Robert Way/iStock Editorial via Getty Images Much has been said about Advanced Micro Devices ( AMD ) and the advantages it holds over the incumbent data center and AI GPU leader Nvidia Corp. ( NVDA ). Indeed, my own thesis recently stood at a point where I could recommend an equal-weighted holding of both equities, and I wrote a detailed note on this comparison in an article titled: Trim Your Hare, Buy A Tortoise . It's a fun read, and I recommend perusing some of the caustic commentary from NVDA bulls because, ironically, having one's hypothesis attacked vigorously with bull platitudes tends to strengthen rather than weaken it. My thesis since then has evolved significantly, and AMD's Q1 2026 report confirms it and advances it to the next stage: AMD is now emerging as a very viable threat to NVDA, not necessarily to its GPU roadmap or its highly visible forward revenues, but to future AI workloads graduating from training-and-compute-heavy to agent-driven-and-inference-heavy. Where My Reiterated Strong Buy Thesis Takes Me AMD is a direct competitor to NVDA, but it is not operationally structured or oriented to outdo the latter. Although CEO Lisa Su, in a prepared statement in the press release for Q1 2026 results, conceded that "Data Center [is] now the primary driver of our revenue and earnings growth," the reality of it is that NVDA is growing its quarterly revenues in the mid-80-percent range as of Q1 2027 reported this week, while AMD is struggling to hit the 40 percent level year-on-year. Even at the segment level, the first of NVDA's new reporting segments, which are now Data Center and Edge Computing, grew at 92 percent year-on-year and 21 percent sequentially. AMD, on the other hand, reported a 57 percent increase in data center revenues, and even that was inclusive of "strong demand for AMD EPYC™ processors" or CPUs. This disparity stems not from the performance and/or cost differentials between their respective GPU product roadmaps but from a far more sys...

Robert Way/iStock Editorial via Getty Images Much has been said about Advanced Micro Devices ( AMD ) and the advantages it holds over the incumbent data center and AI GPU leader Nvidia Corp. ( NVDA ). Indeed, my own thesis recently stood at a point where I could recommend an equal-weighted holding of both equities, and I wrote a detailed note on this comparison in an article titled: Trim Your Hare, Buy A Tortoise . It's a fun read, and I recommend perusing some of the caustic commentary from NVDA bulls because, ironically, having one's hypothesis attacked vigorously with bull platitudes tends to strengthen rather than weaken it. My thesis since then has evolved significantly, and AMD's Q1 2026 report confirms it and advances it to the next stage: AMD is now emerging as a very viable threat to NVDA, not necessarily to its GPU roadmap or its highly visible forward revenues, but to future AI workloads graduating from training-and-compute-heavy to agent-driven-and-inference-heavy. Where My Reiterated Strong Buy Thesis Takes Me AMD is a direct competitor to NVDA, but it is not operationally structured or oriented to outdo the latter. Although CEO Lisa Su, in a prepared statement in the press release for Q1 2026 results, conceded that "Data Center [is] now the primary driver of our revenue and earnings growth," the reality of it is that NVDA is growing its quarterly revenues in the mid-80-percent range as of Q1 2027 reported this week, while AMD is struggling to hit the 40 percent level year-on-year. Even at the segment level, the first of NVDA's new reporting segments, which are now Data Center and Edge Computing, grew at 92 percent year-on-year and 21 percent sequentially. AMD, on the other hand, reported a 57 percent increase in data center revenues, and even that was inclusive of "strong demand for AMD EPYC™ processors" or CPUs. This disparity stems not from the performance and/or cost differentials between their respective GPU product roadmaps but from a far more sys...

Buraporn meelanniyom/iStock via Getty Images I could spend hours and hours listing risks that I have heard about BDCs in the past year or so. Most of them are baseless, some of them are valid but irrelevant for defensive publicly traded BDC investors, and only one is what concerns me. I will quickly give a few examples of the "middle risk category" (valid but irrelevant) and then flesh out the biggest risk I see for BDC investors. Now, there are two reasonable risks where I agree a certain demographic of BDC investors might scratch their heads and rethink managing these exposures. First, liquidity gating. Many BDCs have closed the gates for their investors who are seeking exits. The introduction of a 5% quarterly withdrawal limit is a real problem for some BDC investors. But let me repeat it: "some BDC investors ." And these investors are those who have parked their capital in private BDCs and really want to flee the space. Personally, I invest in publicly traded BDCs where, if I want, I can convert my shares at any time during NYSE trading hours. Second, ambiguous loan marks. The price discovery for privately underwritten and non-traded loans is less transparent and clear than for publicly traded high-yield credit via the iShares iBoxx $ High Yield Corporate Bond ETF ( HYG ). However, I agree with some BDC bears that the notion of having a fully valued (at par) loan in one quarter and then in the next one registering the same loan as fully impaired seems a bit odd. Yet, at the end of the day, we (as long-term income investors) invest in BDCs to clip sustainable and enticing coupons. In this process, the key is to make sure that the BDC portfolio companies service interest payments and repay the principal. Whether a loan is at 101% of par or 92% of par is largely irrelevant as long as it performs well. And if we look at three publicly traded BDCs with 15+ years of history (the oldest publicly traded BDCs) — Ares Capital ( ARCC ), Capital Southwest ( CSWC ), and Main...

Bloom Energy (BE 1.75%) stock is on an absolute tear in 2026, and it is showing no signs of slowing down. The solid oxide fuel cell manufacturer has seen its share value spike by over 259% thus far this year. Since last May, Bloom stock has exploded by over 1,610%. Expand NYSE : BE Bloom Energy Today's Change ( -1.75 %) $ -5.39 Current Price $ 302.49 Key Data Points Market Cap $86B Day's Range $ 301.85 - $ 322.83 52wk Range $ 18.12 - $ 322.83 Volume 9.5M Avg Vol 10.5M Gross Margin 31.08 % To put that in perspective: Bloom Energy made more gains over the last year than Nvidia has delivered over the past five. That is not normal stock behavior. But Bloom is not a normal energy stock. Put differently: Bloom is one of the only clean energy companies with a deployable energy server that can produce on-site power for clients whose electricity needs exceed (or strain) grid capacity. Think field hospitals, industrial parks, research facilities, mining sites, and data centers. Wherever 24/7 reliable electricity is needed, Bloom's servers essentially function as a mini power plant to supply it. 2025 was undeniably Bloom's breakout year, with a $5 billion deal with Brookfield Asset Management to deploy fuel cells for Brookfield's AI factories. But the good news just keeps coming. On May 20, Bloom inked a $2.6 billion agreement with Nebius to supply power for Nebius' data centers in Europe. Bloom stock surged to fresh new highs on the heels of that news. Bloom Energy is no longer a secret, and its expensive valuation reflects the hype and expectations baked into its price. The company has a market cap of roughly $86 billion and trades at around 87 times book value. Bloom isn't my favorite for value, but it remains a top pick for long-term growth. The stock may not explode 17-fold again, but if data centers continue to demand more electricity than the grid can provide, Bloom's future will involve big top-line growth that can sustain its momentum for the next five years.

Key Points Bloom Energy makes solid oxide fuel cells for clean, reliable power. The company has a marquee list of clients, including big players in the data center space. 10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) stock is on an absolute tear in 2026, and it is showing no signs of slowing down. The solid oxide fuel cell manufacturer has seen its share value spike by over 259% thus far this year. Since last May, Bloom stock has exploded by over 1,610%. To put that in perspective: Bloom Energy made more gains over the last year than Nvidia has delivered over the past five. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » That is not normal stock behavior. But Bloom is not a normal energy stock. Put differently: Bloom is one of the only clean energy companies with a deployable energy server that can produce on-site power for clients whose electricity needs exceed (or strain) grid capacity. Think field hospitals, industrial parks, research facilities, mining sites, and data centers. Wherever 24/7 reliable electricity is needed, Bloom's servers essentially function as a mini power plant to supply it. 2025 was undeniably Bloom's breakout year, with a $5 billion deal with Brookfield Asset Management to deploy fuel cells for Brookfield's AI factories. But the good news just keeps coming. On May 20, Bloom inked a $2.6 billion agreement with Nebius to supply power for Nebius' data centers in Europe. Bloom stock surged to fresh new highs on the heels of that news. Bloom Energy is no longer a secret, and its expensive valuation reflects the hype and expectations baked into its price. The company has a market cap of roughly $86 billion and trades at around 87 times book value. Bloom isn't my favorite for value, but it remains a top pick for long-term growth. The stock may not explode 1...