FedEx’s results for its fiscal third quarter were exceptionally strong, beating expectations on revenue and earnings, while expanding margins in key segments, and raising its full-year outlook. This was driven by disciplined operations, strong package demand, and efficiency gains from the accelerating impact of its advanced digital solutions to help control costs and improve service quality. Micro...
FedEx’s results for its fiscal third quarter were exceptionally strong, beating expectations on revenue and earnings, while expanding margins in key segments, and raising its full-year outlook. This was driven by disciplined operations, strong package demand, and efficiency gains from the accelerating impact of its advanced digital solutions to help control costs and improve service quality. Micron also produced record quarterly free cash flow of $6.9 billion and has efficiently scaled its next-generation memory production. With analysts seeing the current memory cycle as the strongest in years, Micron guided its Q3 sales at $33.5 billion, well ahead of expectations of $22.79 billion or 101% growth. Benefitting from a blazing trend of positive earnings estimate revisions, Micron is currently expected to post FY26 EPS of $36.18. More intriguing, analysts project Micron will pass $100 billion in annual sales next year, and FY27 EPS projections are at a whopping $54.78. Reporting results for its fiscal second quarter, Micron’s Q2 sales nearly tripled year over year to a record $23.86 billion from $8.05 billion in the comparative quarter. The surge was fueled by high demand for Micron’s high-bandwidth memory (HBM) products, which are used in Nvidia’s GPUs. More importantly, Micron continued to show strong execution, with Q2 EPS at $12.20, topping expectations of $8.80 by 38.64% and skyrocketing from $1.56 per share a year ago. Explosive demand for AI-related memory products has led to tight industry supply, allowing Micron to command higher prices and deliver stronger margins, with its stock currently boasting a Zacks Rank #1 (Strong Buy). Optimistically, there were a few other standouts that could potentially combat weaker market sentiment after impressively beating EPS expectations. Neither were immune to the volatility in Friday’s trading session, but Micron and FedEx stock may serve as appealing buy-the-dip targets as they posted blowout quarterly earnings on Wednes...
Institutional investor increases holding in e-commerce giant by nearly 93% in Q4 Got story updates? Submit your updates here. › Fulcrum Equity Management, an investment management firm, grew its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 92.7% during the fourth quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 7,126 shares of the e-com...
Institutional investor increases holding in e-commerce giant by nearly 93% in Q4 Got story updates? Submit your updates here. › Fulcrum Equity Management, an investment management firm, grew its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 92.7% during the fourth quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 7,126 shares of the e-commerce company's stock, valued at approximately $1.65 million. Why it matters This move by Fulcrum Equity Management signals continued institutional confidence in Amazon's long-term growth prospects, even as the company faces some near-term headwinds like concerns over capital expenditures and valuation. As a major shareholder, Fulcrum's increased stake could influence Amazon's strategic direction. The details According to the 13F filing, Fulcrum Equity Management acquired an additional 3,428 shares of Amazon during the fourth quarter, bringing its total holding to 7,126 shares. This represents a 92.7% increase in the firm's position. Amazon.com now makes up about 1.6% of Fulcrum's overall investment portfolio, making it the 17th largest holding. Fulcrum Equity Management filed the 13F report disclosing the increased Amazon stake on March 23, 2026. The firm acquired the additional 3,428 Amazon shares during the fourth quarter of 2025. The players Fulcrum Equity Management An investment management firm that has increased its stake in Amazon.com, Inc. by 92.7% in the fourth quarter of 2025. Amazon.com, Inc. The e-commerce giant in which Fulcrum Equity Management has boosted its investment. Got photos? Submit your photos here. ›
It comes after 60% of ABC staff rejected management's offer of a 10% total pay rise over three years - 3.5% in the first year and 3.25% in the two years after. Australia recorded an annual inflation rate of 3.8% in January.
It comes after 60% of ABC staff rejected management's offer of a 10% total pay rise over three years - 3.5% in the first year and 3.25% in the two years after. Australia recorded an annual inflation rate of 3.8% in January.
Intel Corporation (ISIN: US4581401001) shares on NASDAQ fell sharply this week, closing Friday at $43.87 USD after dropping over 8%, breaching the critical $44 support level. Investors react to leaked CPU specs and broader semiconductor weakness following Nvidia's GTC conference, with Q1 earnings on April 23, 2026 looming large. DACH investors should watch for U.S. chip policy impacts on European ...
Intel Corporation (ISIN: US4581401001) shares on NASDAQ fell sharply this week, closing Friday at $43.87 USD after dropping over 8%, breaching the critical $44 support level. Investors react to leaked CPU specs and broader semiconductor weakness following Nvidia's GTC conference, with Q1 earnings on April 23, 2026 looming large. DACH investors should watch for U.S. chip policy impacts on European supply chains. Intel Corporation stock on NASDAQ experienced a sharp decline this week, dropping more than 8% to close Friday at $43.87 USD, slipping below the key $44 support level amid broader semiconductor sector weakness. The selloff followed Nvidia's GTC developer conference, which highlighted competitive pressures in AI and diverted attention from Intel's product pipeline leaks that failed to excite investors. For DACH investors, this moment underscores risks in global chip supply chains critical to German automotive and industrial sectors, while U.S. government subsidies offer potential tailwinds. As of: 23.03.2026 By Dr. Elena Voss, Senior Semiconductor Analyst – Covering U.S. tech giants and their ripple effects on European manufacturing, with a focus on Intel's foundry ambitions amid AI-driven market shifts. Post-GTC Selloff Hits Intel Hard The semiconductor sector retreated after Nvidia's GTC event, with Intel Corporation stock bearing the brunt on NASDAQ. Shares plunged over 8% during the week, ending Friday at $43.87 USD on elevated trading volume that points to institutional repositioning rather than retail panic. Technical indicators show the Relative Strength Index near neutral at 43, with the stock now below its 50-day moving average, signaling faded early-2026 bullish momentum. Leaked specifications for upcoming Intel CPUs generated little enthusiasm, as investors shifted focus to fundamentals ahead of Q1 earnings on April 23, 2026. Analysts forecast a minor loss of four cents per share on $12.29 billion in revenue, reflecting ongoing pressure in Intel's c...
It may not be tempting to buy stocks that have tumbled recently; it often feels safer and more rewarding to invest in stocks as they climb and smile as they reach new highs week after week. But if you plan to invest for the long term, your best move may be to invest in a stock that's struggling today -- because you'll buy at a reasonable price and benefit as the company potentially goes on to reco...
It may not be tempting to buy stocks that have tumbled recently; it often feels safer and more rewarding to invest in stocks as they climb and smile as they reach new highs week after week. But if you plan to invest for the long term, your best move may be to invest in a stock that's struggling today -- because you'll buy at a reasonable price and benefit as the company potentially goes on to recover and win. Investing for the long term implies holding a stock for at least five years, and doing this is a great idea as it allows you to maximize your gain as a company recovers and/or grows. It also means you can get in on quality players when they're down and don't have to worry about whether it will take them a while to bounce back. Finally, when you're in it for the long term, short-term market disturbances won't feel overly intimidating. With all of this in mind, if you have $500 or even a bit less, here are two healthcare stocks long-term investors should buy right now. Continue reading
PhonlamaiPhoto/iStock via Getty Images Investment Thesis iShares US Medical Devices ETF ( IHI ) warrants a Buy rating due to its selloff driven by short-term concerns and the innovative growth potential of its top holdings. Specifically, IHI's top holdings are industry leaders in medical equipment that are positioned to capture increasing demand, thereby driving capital appreciation and dividend g...
PhonlamaiPhoto/iStock via Getty Images Investment Thesis iShares US Medical Devices ETF ( IHI ) warrants a Buy rating due to its selloff driven by short-term concerns and the innovative growth potential of its top holdings. Specifically, IHI's top holdings are industry leaders in medical equipment that are positioned to capture increasing demand, thereby driving capital appreciation and dividend growth. While the ETF's overall valuation remains high relative to broad healthcare funds, this short-term pullback presents an opportunity to capture long-term demand in medical robotics, wearables, and minimally invasive procedures. iShares U.S. Medical Devices ETF - Overview and Compared ETFs IHI is an ETF that passively tracks an index that captures U.S. companies that specialize in the manufacturing and distribution of medical devices . With its inception in 2006, the fund has 47 holdings and $3.26B in AUM. I wrote on IHI about two years ago and rated the fund a buy. Despite the fund's share price decline since then, I am still convinced that IHI's fundamental strengths remain. For comparison purposes, other funds examined are State Street SPDR S&P Health Care Equipment ETF ( XHE ), Invesco S&P SmallCap Health Care ETF ( PSCH ), and Vanguard Health Care ETF ( VHT ). XHE uses a modified equal-weight index to capture large, mid, and small-cap companies that focus on health care equipment and supplies. PSCH broadly captures healthcare companies but tracks a float-adjusted, market-cap-weighted index that captures small-cap companies. VHT is the most diversified fund compared and broadly captures the U.S. healthcare sector. IHI Compared: Performance, Expense Ratio, and Dividend Yield IHI has seen an average annual return over the past 10 years of 12.22%. By comparison, XHE and PSCH have been the worst performing funds historically, with 10-year average annual returns of 8.36% and 7.76%, respectively. VHT has been another strong performing fund with an average 10-year annual ...
Michelle Smith/iStock via Getty Images Working as an analyst in the wealth management segment, I realize that seeing ETFs like the Calamos Autocallable Inc ETF ( CAIE ), which in a synthetic way manage to make instruments like autocallables available to the common retail, is a major step forward in the field of financial engineering. In my experience, they are typically included in fairly wealthy ...
Michelle Smith/iStock via Getty Images Working as an analyst in the wealth management segment, I realize that seeing ETFs like the Calamos Autocallable Inc ETF ( CAIE ), which in a synthetic way manage to make instruments like autocallables available to the common retail, is a major step forward in the field of financial engineering. In my experience, they are typically included in fairly wealthy client segments (above HNW), which is why I followed the launch of Calamos Advisors LLC with great interest. Especially because we are still talking about instruments that today have been able to distribute over 10% TTM, competing with many other categories highly appreciated by modern income investors (such as buy-write ETFs). And the question I, personally, asked myself was, is the typical trade-off of an autocallable between risk and return really a distinctive element compared to other income instruments? My attention turned especially to buy-write ETFs, which, while presenting a payoff (although different in structural terms), in my opinion, are similar from a scenario perspective. And the answer may be surprising. But first… A Necessary Introduction Calamos Advisors LLC is the issuer of CAIE: I start from this because here the manager has a much more relevant role compared to a traditional ETF. Personally, I consider it an asset manager with strong structuring and financial innovation capabilities, able to bring complex OTC products into ETF format (not at all trivial). CAIE is, in fact, an active, alternative ETF based on derivatives and autocallable structures: they are neither equity ETFs nor bond ETFs. In other words, a product closer to an options strategy than to a classic ETF. In this sense, I want to clarify that the investor is not buying a simple ETF but is implicitly relying on the manager’s ability to build and maintain a complex derivative structure . And it is important because the fund was launched in mid-2025, so it also has a fairly limited track reco...
South Korean AI startup Upstage is in advanced talks with AMD (NasdaqGS:AMD) to purchase 10,000 MI355 AI accelerators. The potential deal would expand AMD’s presence in the Korean and broader Asian AI chip market. Upstage is seeking to diversify its supply chain away from Nvidia for major AI projects in South Korea. For investors following NasdaqGS:AMD, this potential order highlights how AI infra...
South Korean AI startup Upstage is in advanced talks with AMD (NasdaqGS:AMD) to purchase 10,000 MI355 AI accelerators. The potential deal would expand AMD’s presence in the Korean and broader Asian AI chip market. Upstage is seeking to diversify its supply chain away from Nvidia for major AI projects in South Korea. For investors following NasdaqGS:AMD, this potential order highlights how AI infrastructure demand is spreading across regions and vendors. AMD already competes in CPUs, GPUs, and data center accelerators, and interest from an AI startup focused on large scale deployments in South Korea suggests that buyers are seeking more than one option for high performance compute. If these talks result in a firm order, it could serve as a reference point for AMD in other Asian AI buildouts and national programs. Investors watching AMD may use deals like this to assess how its newer accelerators are being adopted by AI focused customers that are actively scaling their infrastructure. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Advanced Micro Devices. NasdaqGS:AMD Earnings & Revenue Growth as at Mar 2026 The potential Upstage order plugs neatly into AMD’s push to become a system-level AI supplier rather than just a chip vendor. Upstage is competing in South Korea’s state-backed race to build national AI foundation models and is looking to diversify away from Nvidia, which indicates that buyers on the front line of AI training want a second source for high-performance accelerators. A 10,000-unit MI355 order would be meaningful as a proof point for AMD’s Instinct GPU family in Asia and would sit alongside recent moves such as the Samsung HBM4 agreement and the Helios rack-scale platform with Celestica, which both aim to support large AI clusters. Advertisement How This Fits Into The Advanced Micro Devices Narrative The talks with Upstage support the AI data center catalyst in th...
TLDR AMD is in talks to sell 10,000 MI355 AI chips to South Korean startup Upstage. AMD CEO Lisa Su met Upstage CEO Sung Kim in Seoul last week to discuss the deal. Upstage wants to diversify away from Nvidia, which dominates Korea’s AI chip supply. Upstage is competing in a government-backed AI tournament nicknamed the “AI Squid Game.” The company is building a 200-billion-parameter AI model ahea...
TLDR AMD is in talks to sell 10,000 MI355 AI chips to South Korean startup Upstage. AMD CEO Lisa Su met Upstage CEO Sung Kim in Seoul last week to discuss the deal. Upstage wants to diversify away from Nvidia, which dominates Korea’s AI chip supply. Upstage is competing in a government-backed AI tournament nicknamed the “AI Squid Game.” The company is building a 200-billion-parameter AI model ahead of a summer evaluation round. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. AMD is in talks to supply 10,000 of its MI355 AI accelerators to South Korean AI startup Upstage — a deal that could mark one of the chipmaker’s bigger wins in Asia’s booming AI market. Korean AI startup Upstage is in discussions with AMD to buy 10,000 of its latest AI accelerators as part of an effort to bring large-scale compute into the country https://t.co/PmSjPo7i85 — Bloomberg (@business) March 23, 2026 Upstage CEO Sung Kim confirmed the discussions after meeting AMD CEO Lisa Su in Seoul last week. “We have a lot of Nvidia chips in Korea, but we want to diversify to other chips, including AMD’s,” Kim told Bloomberg Television on Monday. Advanced Micro Devices, Inc., AMD The talks come as demand for AI computing power continues to climb across Asia, and concerns around Nvidia’s supply and pricing push companies to look at alternatives. For AMD, landing a 10,000-chip order would be more than a sales number. It would be a foothold in a market where Nvidia currently dominates. AMD Challenges Nvidia’s Grip in Korea Upstage is one of four teams in a state-backed competition to build South Korea’s top national AI model. The contest — nicknamed the “AI Squid Game” after the Netflix show — is run under oversight from South Korea’s Ministry of Science and ICT. Teams are evaluated every six months and the strongest performers earn access to more high-end Nvidia GPUs. South K...