President Donald Trump’s upcoming medical examination is intensifying health-related scrutiny that has surrounded him ever since his first campaign for the nation’s highest office more than a decade ago. Trump on Tuesday is heading to Walter Reed National Military Medical Centre for his fourth publicly disclosed doctor’s appointment since the start of his second term. The White House has offered f...
President Donald Trump’s upcoming medical examination is intensifying health-related scrutiny that has surrounded him ever since his first campaign for the nation’s highest office more than a decade ago. Trump on Tuesday is heading to Walter Reed National Military Medical Centre for his fourth publicly disclosed doctor’s appointment since the start of his second term. The White House has offered few details about the visit, saying it would involve “routine annual dental and medical assessments”. Advertisement Yet the nature of the May 11 announcement prompted more questions about Trump’s well-being. It will be his third known meeting with a dentist this year, more than the biannual check-ups typical for most Americans, and follows three doctors’ visits last year. Advertisement The moment also shines a spotlight on Trump’s age, as he turns 80 next month. It is coming at a challenging political time for a president set on projecting vigour and strength. The US is bogged down in an intractable conflict with Iran, which has wreaked havoc on the global economy.
With Sam Dalby’s second-half overhead kick, Bolton could start to plan their return to the Championship, a division they left in 2019 as a club in turmoil. After administration, last-minute sales, emergency loans, points deductions and a spell in League Two, they have found their way back. Stockport, themselves a club on the rise following financial trouble that took them down to the sixth tier, w...
With Sam Dalby’s second-half overhead kick, Bolton could start to plan their return to the Championship, a division they left in 2019 as a club in turmoil. After administration, last-minute sales, emergency loans, points deductions and a spell in League Two, they have found their way back. Stockport, themselves a club on the rise following financial trouble that took them down to the sixth tier, were game opponents in Bolton’s second League One playoff final in three years but were overpowered at Wembley. With the score level at 1-1 after an hour, Steven Schumacher sent on Sam Dalby and by the 81st minute the substitute had stretched Bolton’s lead to 3-1 with a picture-book goal. Rúben Rodrigues’s late penalty against 10 men added gloss to the scoreline. Ian Evatt suggested his Bolton team had succumbed to “pressure and fear” on their last appearance in this game two years ago, a 2-0 defeat to Oxford United. This time their supporters – who with bucket hats, sun cream and beach balls aplenty were just as equipped for a day at the beach in 30-degree heat – set an upbeat tone. Schumacher’s players responded right from kick-off. The winger Thierry Gale, cutting inside from the left, took only a couple of minutes to test Corey Addai in the Stockport goal. Addai could only parry the long-range effort and Mason Burstow pounced, his cutback prodded out by the defender Ethan Pye but Rodrigues, on the opposite side for Oxford in the 2024 playoff final, drilled in the loose ball. The Stockport manager, Dave Challinor, is not one to panic in these situations. This was the 12th playoff campaign of his coaching career, including with Colwyn Bay in the 2010-11 Northern Premier League and last season’s League One semi-final exit to Leyton Orient. His striker Adama Sidibeh left the Bolton captain, George Johnston, on the deck when chasing a long ball in behind before beating Jack Bonham at his near post. The referee, Josh Smith, was sent to the pitchside monitor and chalked the goa...
Antiv3D/iStock via Getty Images Investment Thesis Sandisk ( SNDK ) has transitioned from a cyclical memory stock to a full-on AI-enabled storage infrastructure business that boasts unusually high revenue visibility. The consensus does not seem to recognize the implications of $42 billion worth of contractual obligation, as this ensures future sales and removes the usual volatility of NAND. Additio...
Antiv3D/iStock via Getty Images Investment Thesis Sandisk ( SNDK ) has transitioned from a cyclical memory stock to a full-on AI-enabled storage infrastructure business that boasts unusually high revenue visibility. The consensus does not seem to recognize the implications of $42 billion worth of contractual obligation, as this ensures future sales and removes the usual volatility of NAND. Additionally, margins reaching 80%, along with the growth of the data center segment, are clear signs of price-setting capacity for SNDK. Since my last coverage , SNDK is up 130%, and contrarian views about the company's cyclicality are not getting anywhere, while SNDK quietly evolves into a more quality-driven model, reaffirming my strong buy rating. Data by YCharts Five Multiyear Partnerships Secure Over One-Third Of FY27 Bit Volume Sandisk is securing five multiyear partnership deals that have over one-third of FY27 bit volume. Here, 3 contracts hold minimum contractual revenue of $42 billion, and these deals have financial guarantees exceeding $11 billion. The prepayments total $0.4 billion on the Q3-FY26 balance sheet. These contractual deals form a base for future revenue based on the remaining performance obligations (RPO) of $42 billion. The RPO allows for stable top-line performance and valuation. The fixed and variable pricing structure will protect Sandisk against the volatility that may come about from spot pricing in case of a risk such as the Samsung strike . The financial guarantees also serve as collateral. The above-stated business model changes Sandisk from an inherently cyclical company to a steady top-line producer. At the bottom line, Sandisk’s non-GAAP gross margin hit 78.4% in Q3, which is an increase from 51.1% in Q2. This expansion correlates with Sandisk’s focus on higher-value clients. Revenue for Q3 hit $5.95 billion, which exceeded the guidance range of $4.4 billion-$4.8 billion. Adjusted FCF for Q3 was $2.955 billion with a 49.7% margin. In my view, t...
Getty Images I previously rated Taiwan Semiconductor Manufacturing Company Limited ( TSM ) ( TSMWF ) as a Buy in February 2026, thanks to the robust AI-related demand, the strong pricing power, and the industry-leading foundry capabilities. In this article, I shall discuss why TSM remains a Great Buy, albeit upon a slight dip, attributed to the pulled-forward upside potential from the overly done ...
Getty Images I previously rated Taiwan Semiconductor Manufacturing Company Limited ( TSM ) ( TSMWF ) as a Buy in February 2026, thanks to the robust AI-related demand, the strong pricing power, and the industry-leading foundry capabilities. In this article, I shall discuss why TSM remains a Great Buy, albeit upon a slight dip, attributed to the pulled-forward upside potential from the overly done April/early May 2026 rally. TSM Proves Their AI Beneficiary Status TSM 1Y Stock Price (TradingView) Since my last Buy rating, TSM has delivered an excellent stock price return of +20.4% compared to the wider market at +8%, with a similar breakout from the Q1'26 consolidation also observed in its AI infrastructure peers in varying degrees. Much of their tailwinds are attributed to the reiterated durability of AI compute demand by numerous hyperscalers during the ongoing Q1'26 earnings season, with the multi-billion dollar data center capex trends underscoring the insatiable, multi-year demand for AI chips. 1. AI Winner, No Matter GPUs or ASICs TSM's Foundry Leadership (Counterpoint) Here is where TSM has naturally proven their AI beneficiary status as one of the gatekeepers of AI accelerator chips, attributed to the leadership across: the pure foundry market share of 72% in Q4'25 (+3 YoY/+16 from FQ4'21 levels of 56% ) and the foundry 2.0 market share of 38% in 2025 ( +2.7 points YoY /+10 from 2023 levels of 28% ), Thanks to the ongoing AI boom, as observed in: the expanding HPC revenue share at 61% in FQ1'26 ( +2 points YoY /+32 from Q4'19 levels of 29% ) and the growing demand for higher-end 3nm/5nm chip technology at a revenue share of 61% (+3 points YoY/+18 from Q3'23 levels of 43% , when 3nm is first monetized). These numbers naturally lend credence to TSM's ability to successfully monetize: the foundry expertise/ know-how since 1987 , the expanding foundry capacity/presence in numerous countries, the growing demand for next-gen chips, and the multi-year cloud super cyc...
The amount of money that the some companies are spending on artificial intelligence (AI) infrastructure is jaw-dropping. Amazon (AMZN 0.70%) is the biggest spender of all of them, and it plans to spend around $200 billion on capital expenditures in 2026 alone. That's more money than most companies will generate over several decades, let alone spend in one year. However, this showcases the incredib...
The amount of money that the some companies are spending on artificial intelligence (AI) infrastructure is jaw-dropping. Amazon (AMZN 0.70%) is the biggest spender of all of them, and it plans to spend around $200 billion on capital expenditures in 2026 alone. That's more money than most companies will generate over several decades, let alone spend in one year. However, this showcases the incredible demand for AI computing power, and Amazon wants to be a top option where AI models are built and run. It's spending major money to achieve this, but is this a wise strategy for Amazon? After all, that's a lot of money that could have been used elsewhere. The AWS model requires major capital expenditures Amazon Web Services (AWS) is Amazon's cloud computing platform. It operates on a simple principle: Build excess computing power and rent that out to clients. This has been a successful business model for about two decades, but it's entering a new era with the widespread use of generative AI. There has never been another workload that requires as much computing power as AI does. So, Amazon is spending big to capture the opportunity. However, it isn't doing it on a blind hunch. In Amazon's annual shareholder letter, management pointed out that it has received several agreements to utilize the expanded computing capacity being built this year (and the years beyond that). So, Amazon already has future cash flows secured for the investment it's making. Expand NASDAQ : AMZN Amazon Today's Change ( -0.70 %) $ -1.89 Current Price $ 266.57 Key Data Points Market Cap $2.9T Day's Range $ 266.36 - $ 269.77 52wk Range $ 196.00 - $ 278.56 Volume 1.2M Avg Vol 45.2M Gross Margin 50.60 % Amazon believes the AI build-out is a "once-in-a-lifetime" opportunity, and the investments it is making now will be instrumental to rapidly growing its cash flows for years down the road. Amazon also pointed out that the faster AWS grows, the more investment it requires. AWS is seeing strong growth, with...
Key Points Amazon's AWS cloud computing unit is growing at its fastest pace in nearly four years. There is a major and growing demand for increased computing capacity thanks to AI. These 10 stocks could mint the next wave of millionaires › The amount of money that the some companies are spending on artificial intelligence (AI) infrastructure is jaw-dropping. Amazon (NASDAQ: AMZN) is the biggest sp...
Key Points Amazon's AWS cloud computing unit is growing at its fastest pace in nearly four years. There is a major and growing demand for increased computing capacity thanks to AI. These 10 stocks could mint the next wave of millionaires › The amount of money that the some companies are spending on artificial intelligence (AI) infrastructure is jaw-dropping. Amazon (NASDAQ: AMZN) is the biggest spender of all of them, and it plans to spend around $200 billion on capital expenditures in 2026 alone. That's more money than most companies will generate over several decades, let alone spend in one year. However, this showcases the incredible demand for AI computing power, and Amazon wants to be a top option where AI models are built and run. It's spending major money to achieve this, but is this a wise strategy for Amazon? After all, that's a lot of money that could have been used elsewhere. 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 » The AWS model requires major capital expenditures Amazon Web Services (AWS) is Amazon's cloud computing platform. It operates on a simple principle: Build excess computing power and rent that out to clients. This has been a successful business model for about two decades, but it's entering a new era with the widespread use of generative AI. There has never been another workload that requires as much computing power as AI does. So, Amazon is spending big to capture the opportunity. However, it isn't doing it on a blind hunch. In Amazon's annual shareholder letter, management pointed out that it has received several agreements to utilize the expanded computing capacity being built this year (and the years beyond that). So, Amazon already has future cash flows secured for the investment it's making. Amazon believes the AI build-out is a "once-in-a-lifetime" opportunity, ...
Deep Track Capital disclosed a buy of 168,066 additional Structure Therapeutics (NASDAQ:GPCR) shares in its May 15, 2026, SEC filing, with an estimated transaction value of $11.50 million based on quarterly average pricing. According to its SEC filing dated May 15, 2026, Deep Track Capital increased its position in Structure Therapeutics by 168,066 shares during the first quarter. The estimated tr...
Deep Track Capital disclosed a buy of 168,066 additional Structure Therapeutics (NASDAQ:GPCR) shares in its May 15, 2026, SEC filing, with an estimated transaction value of $11.50 million based on quarterly average pricing. According to its SEC filing dated May 15, 2026, Deep Track Capital increased its position in Structure Therapeutics by 168,066 shares during the first quarter. The estimated transaction value was $11.50 million, calculated using the average closing price for the quarter. The quarter-end value of the stake decreased by $79.69 million, a change that includes both share purchases and stock price movement. Structure Therapeutics is a clinical-stage biotechnology company headquartered in South San Francisco, California, with a focus on advancing novel oral therapeutics for chronic diseases. The company leverages expertise in GPCR-targeted drug discovery to address significant unmet needs in metabolic and pulmonary indications. Its pipeline and differentiated approach position it to compete in the evolving landscape of oral therapeutics for complex diseases. Continue reading
Andrii Sedykh/iStock via Getty Images Co-authored with Beyond Saving The stock market indices are near all-time highs. That doesn't necessarily mean that stocks are expensive. First, we need to explore whether prices are higher because earnings are higher or if stocks are trading at higher valuations. When we dive into the numbers, we find that there is a split in the market today. Some stocks are...
Andrii Sedykh/iStock via Getty Images Co-authored with Beyond Saving The stock market indices are near all-time highs. That doesn't necessarily mean that stocks are expensive. First, we need to explore whether prices are higher because earnings are higher or if stocks are trading at higher valuations. When we dive into the numbers, we find that there is a split in the market today. Some stocks are priced at premium valuations, while others aren't. One dynamic in the market that we've been observing for a few years is the difference between large-cap and small- to mid-cap valuations. Prior to COVID, small- and mid-cap companies traded at a higher valuation than large-caps. Since COVID, that has flipped, and companies with a larger market capitalization are trading at 20.8x price/earnings, while small and mid-caps are both trading at around 16x price/earnings: Yardeni This isn't business as usual in the stock market. In fact, the last time large-caps were this expensive relative to smaller companies was 2001. If you've been buying large-caps for the past 15 years, you've probably done very well for yourself. After all, valuations increased from the 12-14x range to nearly 21x today. So, for these companies, you have actual earnings growth, but the price upside has been compounded by an increase in valuation. If valuations remained flat, the S&P 500 would be about 33% lower than it is trading at today. Meanwhile, since 2010, small and mid-caps have been approximately in the same ballpark in terms of valuation. $1 of earnings is worth approximately $16 in share price. Another dynamic is that while stocks have gone up in price a lot, US Treasury prices are down a lot. Data by YCharts The valuation you pay matters. Today, we're going to look at two funds that will provide you with exposure to the portions of the market that are trading at lower valuations. Pick #1: RVT – Yield 6.7% Royce Small-Cap Trust Inc. ( RVT ) is one fund that you can invest in to take advantage of t...
Key Points Greg Abel is now calling the shots at Berkshire. Warren Buffett is still involved in the company, too, likely providing investing advice. It's very possible that Abel is buying more of the stocks Berkshire already owns. 10 stocks we like better than Berkshire Hathaway › At the end of 2025, Warren Buffett stepped down from the post of CEO of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) -...
Key Points Greg Abel is now calling the shots at Berkshire. Warren Buffett is still involved in the company, too, likely providing investing advice. It's very possible that Abel is buying more of the stocks Berkshire already owns. 10 stocks we like better than Berkshire Hathaway › At the end of 2025, Warren Buffett stepped down from the post of CEO of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) -- the company he helped build and run for more than 60 years. His long-planned successor is Greg Abel, who has been with Berkshire for many years, leading its energy operations. Buffett may not be the top dog anymore, but he's still very much involved in Berkshire (even at his age of 95 and three-quarters!), and many investors are still very interested in what stocks the company is buying -- or selling. Here's a look at recent and potential stock activity at Berkshire Hathaway. 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 » Abel did a lot of selling recently Before discussing which stocks were (or may have been) purchased in the first quarter, it's worth noting that the quarterly 13F filing from Berkshire released last week revealed the closure of positions in 16 stocks. That may seem like a lot of activity so soon into Abel's tenure, but there's a possible explanation: Until recently, Buffett had delegated the responsibility of investing many billions of dollars to two lieutenants, Ted Weschler and Todd Combs. But Combs recently departed Berkshire, joining JPMorgan Chase. So some or many of the sales may have been of stocks that Combs had chosen. The completely closed-out positions included Visa, Mastercard, UnitedHealth Group, Domino's Pizza, and Amazon, with the Amazon and UnitedHealth sales most surprising to some. Here's what Abel could be buying So what might Abel be buying now that will be reveale...
Key Points Concentric Capital Strategies sold 336,881 shares of Boise Cascade Company last quarter; the estimated trade value was $26.99 million based on quarterly average prices. Meanwhile, the quarter-end stake value decreased by $24.60 million, reflecting both the share sale and price changes. The transaction represented 2.27% of Concentric Capital Strategies' 13F AUM. The quarter-end holding s...
Key Points Concentric Capital Strategies sold 336,881 shares of Boise Cascade Company last quarter; the estimated trade value was $26.99 million based on quarterly average prices. Meanwhile, the quarter-end stake value decreased by $24.60 million, reflecting both the share sale and price changes. The transaction represented 2.27% of Concentric Capital Strategies' 13F AUM. The quarter-end holding stood at 88,298 shares valued at $6.70 million. 10 stocks we like better than Boise Cascade › On May 15, 2026, Concentric Capital Strategies disclosed in a Securities and Exchange Commission filing that it sold 336,881 shares of Boise Cascade (NYSE:BCC) last quarter, an estimated $26.99 million transaction based on quarterly average pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Concentric Capital Strategies reduced its position in Boise Cascade Company by 336,881 shares. The estimated value of the trade was $26.99 million, based on the average closing price for the quarter ended March 31, 2026. The stake's value at quarter-end dropped by $24.60 million, reflecting both the sale and stock price movement. What else to know Following this reduction, Boise Cascade Company represents 0.56% of the fund's 13F reportable assets. Top holdings after the filing: NYSEMKT:SPY: $499.46 million (43.5% of AUM) NASDAQ:AAPL: $22.55 million (2.0% of AUM) NASDAQ:NVDA: $16.50 million (1.4% of AUM) NASDAQ:GOOGL: $15.91 million (1.4% of AUM) NYSE:MSGS: $15.90 million (1.4% of AUM) As of Friday, Boise Cascade Company shares were priced at $67.16, down about 23% over the past year, which is well underperforming the S&P 500, which is instead up 28% in the same period. Company overview Metric Value Revenue (TTM) $6.4 billion Net Income (TTM) $110.3 million Dividend Yield 1.3% Price (as of Friday) $67.16 Company snapshot Boise Cascade Company manufactures engineered wood products and distributes building materials, including plywood, lumber, a...
Arsenal's Max Dowman will become the youngest player to start a Premier League match when the Gunners take on Crystal Palace. Dowman, who has played five times in the top flight for Arsenal, becomes the youngest starter at the age of 16 years and 144 days. Jose Baxter, who was then at Everton, has held the record since he made his first start in 2008 when he was 16 years and 198 days old. It adds ...
Arsenal's Max Dowman will become the youngest player to start a Premier League match when the Gunners take on Crystal Palace. Dowman, who has played five times in the top flight for Arsenal, becomes the youngest starter at the age of 16 years and 144 days. Jose Baxter, who was then at Everton, has held the record since he made his first start in 2008 when he was 16 years and 198 days old. It adds to a list of records collected by Dowman, who became the youngest Premier League winner when Arsenal clinched the title. In November 2025, he became the Champions League's youngest player at 15 years and 308 days. He was the youngest Premier League player when he made his debut in August 2025, at 15 years and 235 days old, and youngest scorer at 16 years and 73 days against Everton in March. He will be part of the Arsenal side who receive a guard of honour at Selhurst Park on Sunday. Players who make a minimum of five league appearances qualify for a medal.
On May 15, 2026, Deep Track Capital disclosed a new position in Alumis (NASDAQ:ALMS) , acquiring 6,772,595 shares—an estimated $169.31 million trade based on quarterly average pricing. According to a May 15, 2026 SEC filing , Deep Track Capital reported acquiring 6,772,595 shares of Alumis (NASDAQ:ALMS) during the first quarter of 2026. The estimated transaction value was $169.31 million, based on...
On May 15, 2026, Deep Track Capital disclosed a new position in Alumis (NASDAQ:ALMS) , acquiring 6,772,595 shares—an estimated $169.31 million trade based on quarterly average pricing. According to a May 15, 2026 SEC filing , Deep Track Capital reported acquiring 6,772,595 shares of Alumis (NASDAQ:ALMS) during the first quarter of 2026. The estimated transaction value was $169.31 million, based on the period’s average unadjusted closing price. As of March 31, 2026, the fund’s Alumis stake was valued at $149.20 million, reflecting both the purchase and stock price changes during the quarter. Alumis is a biotechnology company specializing in the development of novel therapies for autoimmune and neuroinflammatory conditions. It leverages expertise in allosteric TYK2 inhibition to advance a pipeline of differentiated clinical candidates. With a focus on unmet medical needs, Alumis aims to establish a competitive edge through innovative science and targeted clinical development strategies. Continue reading
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microsoft reached a $250 million settlement to resolve shareholder litigation tied to its Activision Blizzard acquisition. The settlement addresses claims related to disclosures and governance around one of the company’s largest deals. Separately, Microsoft finalized a restructured pa...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microsoft reached a $250 million settlement to resolve shareholder litigation tied to its Activision Blizzard acquisition. The settlement addresses claims related to disclosures and governance around one of the company’s largest deals. Separately, Microsoft finalized a restructured partnership with OpenAI, ending its exclusivity agreement while retaining key cloud and IP rights. NasdaqGS:MSFT last closed at $418.57, with the stock down 0.8% over the past week and 1.4% over the past month. Over a longer horizon, the share price is up 28.7% over 3 years and 74.7% over 5 years, providing context for how investors may assess these latest legal and AI partnership developments. The Activision settlement removes a legal distraction as Microsoft works to integrate the gaming business. The revised OpenAI arrangement shifts its role from exclusive provider to partner alongside others. For you as an investor, the focus now turns to how Microsoft handles Activision integration and AI product rollouts under the new OpenAI terms. Stay updated on the most important news stories for Microsoft by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Microsoft. NasdaqGS:MSFT 1-Year Stock Price Chart Is Microsoft's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis. Quick Assessment ✅ Price vs Analyst Target : At US$418.57 versus a consensus target of about US$560.63, the stock trades roughly 33% below where analysts see it. ✅ Simply Wall St Valuation : Shares are described as trading 26.8% below estimated fair value, which points to a valuation gap. ❌ Recent Momentum: The stock is down 1.4% over the past 30 days, showing recent weakness despite supportive valuations. There is only one way to know the right time to buy, sell or hold Microsoft. Head to Simply Wall St...
TV presenter Ruth Langsford says she tries to "live in the moment" with her mother who has dementia, as she called for more to be done to speed up diagnosis of the condition.
TV presenter Ruth Langsford says she tries to "live in the moment" with her mother who has dementia, as she called for more to be done to speed up diagnosis of the condition.
On May 15, 2026, 12 West Capital Management disclosed in a U.S. Securities and Exchange Commission filing that it sold out its stake in Klaviyo (NYSE:KVYO) , exiting 1,838,000 shares in a transaction estimated at $39.42 million based on quarterly average pricing. According to a SEC filing dated May 15, 2026, 12 West Capital Management sold its entire holding of 1,838,000 shares in Klaviyo, with an...
On May 15, 2026, 12 West Capital Management disclosed in a U.S. Securities and Exchange Commission filing that it sold out its stake in Klaviyo (NYSE:KVYO) , exiting 1,838,000 shares in a transaction estimated at $39.42 million based on quarterly average pricing. According to a SEC filing dated May 15, 2026, 12 West Capital Management sold its entire holding of 1,838,000 shares in Klaviyo, with an estimated transaction value of $39.42 million based on the mean unadjusted close for the first quarter of 2026. The fund reported zero shares and zero dollar value in the position as of March 31, 2026. The quarter-end position value decreased by $59.68 million as a result of the exit, reflecting the previous period’s quarter-end position value. Klaviyo, Inc. is a technology company specializing in marketing automation and customer data infrastructure for digital businesses. The company leverages a scalable SaaS model to deliver personalized messaging and analytics capabilities, enabling clients to optimize customer engagement and retention strategies. With a focus on ecommerce and data-driven marketing, Klaviyo differentiates itself through integrated tools that support targeted communication and actionable insights at scale. Continue reading
SpaceX is marketing itself to IPO investors as an artificial intelligence targeting a $26.5 trillion potential market opportunity. The move signaling its intention to wrest business from investor darlings whose valuations have soared. Bloomberg Market Structure Research Head Larry Tabb joined David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)
SpaceX is marketing itself to IPO investors as an artificial intelligence targeting a $26.5 trillion potential market opportunity. The move signaling its intention to wrest business from investor darlings whose valuations have soared. Bloomberg Market Structure Research Head Larry Tabb joined David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)
Key Points SoFi added a record 1.1 million customers in the first quarter, with the total now approaching 15 million. The leadership team decided not to raise full-year guidance, which likely disappointed shareholders. When investors consider SoFi’s profit forecast, the fintech stock’s current valuation looks more attractive. 10 stocks we like better than SoFi Technologies › At the end of April, S...
Key Points SoFi added a record 1.1 million customers in the first quarter, with the total now approaching 15 million. The leadership team decided not to raise full-year guidance, which likely disappointed shareholders. When investors consider SoFi’s profit forecast, the fintech stock’s current valuation looks more attractive. 10 stocks we like better than SoFi Technologies › At the end of April, SoFi Technologies (NASDAQ: SOFI) reported financial results for the first quarter, which ended on March 31. The digital banking powerhouse posted a 41% year-over-year increase in adjusted net revenue. And its adjusted diluted earnings per share (EPS) jumped 100%. These were fantastic results. However, the fintech stock dipped 15% following the announcement. And its shares, which now trade near $16, are 51% off their peak (as of May 20). This business has certainly been performing well, so is now the last chance for investors to buy SoFi while it's cheap? 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 » Financial momentum continues During Q1, SoFi continued to show that it's on a path of rapid growth. As mentioned, adjusted net revenue rose 41%. This was driven by the addition of 1.1 million net new customers, bringing the total to 14.7 million. The business has successfully carved out a niche in the competitive financial services industry by leaning on its technological capabilities to deliver a superior user experience. The expansion of the customer base proves SoFi's value proposition. This has led to tremendous profit gains. SoFi's adjusted net income margin was 15.3% in the most recent quarter, up from 9.2% in the year-ago period. It wasn't all good news, though. The company lost an important customer within its technology platform segment. As a result, revenue here fell 27% compared to Q1 2025. This is...