Micron Technology (NASDAQ:MU) manufactures DRAM, flash memory, and SSDs. The stock closed Wednesday at $461.73, essentially flat with a 0.01% gain, as coverage and analyst previews highlight its after-the-bell fiscal Q2 earnings report. It’s a key test of AI-driven memory demand and elevated valuation expectations. Trading volume reached 46.1 million shares, coming in about 30% above its three-mon...
Micron Technology (NASDAQ:MU) manufactures DRAM, flash memory, and SSDs. The stock closed Wednesday at $461.73, essentially flat with a 0.01% gain, as coverage and analyst previews highlight its after-the-bell fiscal Q2 earnings report. It’s a key test of AI-driven memory demand and elevated valuation expectations. Trading volume reached 46.1 million shares, coming in about 30% above its three-month average of 35.5 million shares. Micron Technology IPO'd in 1984 and has grown 32,647% since going public. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) fell 1.37% to 6,624, while the Nasdaq Composite (NASDAQINDEX:^IXIC) declined 1.46% to finish at 22,152. Within semiconductors, industry peers Western Digital (NASDAQ:WDC) closed at $304.9 (-2.84%) and Seagate Technology (NASDAQ:STX) finished at $406.77 (-3.40%) as investors reassess AI hardware momentum. What this means for investors Micron stock has soared this year as investors focus on skyrocketing AI-driven memory pricing. Tech sector investors monitoring earnings didn’t move Micron shares much during the session with expectations that quickly rising sales and earnings may already be priced into Micron stock. Micron reported earnings after the market close confirming that revenue nearly tripled from the year-ago period and soared 75% just since last quarter. Income and cash flow also jumped to record levels. Micron CEO Sanjay Mehrotra called memory a “strategic asset” in the AI era. Shares dipped after hours on the report, though, as investors reacted with a “sell the news” mentality, even as the company predicted another sharp increase in revenue in fiscal Q3. Should you buy stock in Micron Technology right now? Before you buy stock in Micron Technology, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Micron Technology wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the comi...
monsitj/iStock via Getty Images Gold ended lower for the fifth out of the past six sessions, and silver settled lower for the sixth straight session, alongside a rally in crude oil as the Iran war escalated. Trading settled for both front-month contracts before the Federal Reserve issued its decision to keep interest rates unchanged within a range of 3.5%-3.75%, as expected , and both contracts ad...
monsitj/iStock via Getty Images Gold ended lower for the fifth out of the past six sessions, and silver settled lower for the sixth straight session, alongside a rally in crude oil as the Iran war escalated. Trading settled for both front-month contracts before the Federal Reserve issued its decision to keep interest rates unchanged within a range of 3.5%-3.75%, as expected , and both contracts added to losses after the 2 p.m. ET decision, while bond yields and the dollar extended gains. Fed Chair Powell said it is important to keep interest rates mildly restrictive, and the Fed added a new sentence to its guidance stating that the economic implications of the conflict in the Middle East were "uncertain." Precious metals had already dropped sharply, as energy prices surged with the Iran war intensifying and the U.S. producer price index—which tracks the change in wholesale prices—rising by a hotter-than-expected 0.7% in February, adding to speculation that the Fed will hold off on cutting interest rates this year. The day's developments in the Middle East, with a strike on Iran's giant South Pars gas field—which prompted an Iranian attack on the world's largest LNG plant, in Qatar—led to a selloff across risk assets, including equities, which forced some investors to sell their gold holdings to raise cash. The swoon in precious metals "looks like a cross-asset repositioning," ING Bank commodity strategist Ewa Manthey said in a note. "Oil is reacting to supply risk, while gold's dip could be some profit-taking and broader liquidation alongside the risk selloff and firmer dollar and real yields." In regular trading, front-month Comex gold ( XAUUSD:CUR ) for March delivery closed down 2.2% to $4,889.90/oz, and front-month Comex March silver ( XAGUSD:CUR ) slumped 2.9% to $77.238/oz, marking the lowest settlement value for both metals since February 17. After-hours, gold and silver traded at $4,823.90/oz and $75.42/oz, respectively. ETFs: ( GLD ), ( GDX ), ( GDXJ ), ( I...
Rocket Lab ( RKLB ) on Wednesday announced the signing of a $190 million contract for a block buy of 20 hypersonic test flights with its HASTE launch vehicle for the Test Resource Management Center (TRMC) Multi-Service Advanced Capability Hypersonic Test Bed (MACH-TB) 2.0 program. Under MACH-TB 2.0 Task Area 1, led by Kratos Defense & Security Solutions, Rocket Lab will perform 20 hypersonic test ...
Rocket Lab ( RKLB ) on Wednesday announced the signing of a $190 million contract for a block buy of 20 hypersonic test flights with its HASTE launch vehicle for the Test Resource Management Center (TRMC) Multi-Service Advanced Capability Hypersonic Test Bed (MACH-TB) 2.0 program. Under MACH-TB 2.0 Task Area 1, led by Kratos Defense & Security Solutions, Rocket Lab will perform 20 hypersonic test flights with its HASTE launch vehicle over a four-year period. The first of these 20 new missions is expected to take place within months of contract signing, it said. Source: Press Release More on Rocket Lab USA Nvidia Goes To Space, And Rocket Lab Goes To Work (Rating Downgrade) Rocket Lab: Upgrading To Buy After Strategic Reset Rocket Lab's Real Growth Story Isn't Neutron Rocket Lab to sell up to $1B in stock via distribution agreement Rocket Lab completes its second mission in a week as its launch cadence picks up
RHJ/iStock via Getty Images The Sprott Uranium Miners ETF (NYSEARCA: URNM ) benefited prominently since the beginning of the year as the uranium market outlook is strengthening amid surging investments in data center infrastructure build-outs. Hyperscalers are already required to finance their own electricity requirements, actively engaging in nuclear power restarts and SMR development. Along with...
RHJ/iStock via Getty Images The Sprott Uranium Miners ETF (NYSEARCA: URNM ) benefited prominently since the beginning of the year as the uranium market outlook is strengthening amid surging investments in data center infrastructure build-outs. Hyperscalers are already required to finance their own electricity requirements, actively engaging in nuclear power restarts and SMR development. Along with strong policy support, this could fast-track nuclear capacity growth, providing favorable long-term fundamentals for uranium prices. My previous coverage on URNM suggested that a new bull market is loading for the uranium players as demand is scaling up much faster than supply. URNM has delivered a 16% gain ever since, and I believe that the fund could close the 2026 year with a strong double-digit return for its investors. I am bullish on URNM ETF prospects, as the uranium market is going through favorable developments amid the unprecedented scale in electricity demand and solid public and private engagement with the industry players. Fund overview and industry developments The Sprott Uranium Miners ETF is established to provide exposure to companies engaged in the uranium supply chain, including mining, exploration, development, and production of the metal. The fund seeks to invest at least 80% of its total assets in securities of the North Shore Global Uranium Mining Index (URNMX), which is designed to track the performance of companies that devote at least 50% of their assets to the uranium mining industry. The ETF remains quite concentrated around its top 5 positions, which account for 54% of the portfolio. The allocation is as follows: Cameco Corp. ( CCJ ) with 20.5% share; Sprott Physical Uranium Trust ( U.U:CA ) with 11.7%; Uranium Energy Corp. ( UEC ) with 11.4%; Paladin Energy ( PDN ) with 5.9% share; and Denison Mines Corp. ( DNN ) with 5.7% weight. Since my previous coverage, the fund increased its allocation in Cameco and significantly trimmed its position in ...
Artur Didyk/iStock via Getty Images In June last year, I had found the WisdomTree Equity Premium Income Fund ETF ( WTPI ) a Buy because of some unique offerings that stood out within the option based income strategy ETFs. The twice rolling monthly frequency of option writing was a reasonable balance to capture more time value compared to monthly alternatives, yet not a high frequency and higher co...
Artur Didyk/iStock via Getty Images In June last year, I had found the WisdomTree Equity Premium Income Fund ETF ( WTPI ) a Buy because of some unique offerings that stood out within the option based income strategy ETFs. The twice rolling monthly frequency of option writing was a reasonable balance to capture more time value compared to monthly alternatives, yet not a high frequency and higher cost approach like daily strategies. The ATM or 2.5% premium rule ensures consistency and removes manager discretion risk. In volatile or correcting markets, it has shown meaningful downside cushioning similar to established peers like JEPI, with slightly better drawdown behavior in some phases. And to put that in context, JEPI achieves that defensive brilliance through a portfolio of stocks that have helped the outperformance in pressured markets - not the option strategy alone. In a separate thesis on JEPI, I have highlighted JEPI's additional portfolio advantage: JEPI uses a value driven fundamental research approach to select a lower volatility portfolio. The portfolio construction approach itself leads to a lower volatility path for JEPI. WTPI follows a cash secured put route, investing its holdings in treasuries and money market instruments and simply writing puts on the S&P 500 (no underlying holdings like JEPI). The mechanism of put writing is different, but WTPI's strong drawdown performance (seen at the time of my older thesis) was certainly not being helped by a defensive portfolio like in the case of JEPI. Since the Buy call on WTPI, this is what has happened. Unlike in the period up to June 2025 (as shown in the last WTPI thesis), where WTPI closely tracked JEPI, we have now seen a consistent breakaway in WTPI's total returns, so much so that it has now started to outperform the S&P 500 too as markets cool. I expect more of the same outperformance to continue ahead. WTPI is known for its better than average defense and has not proven its worth in a bully rally fr...
Former FDIC Chair Sheila Bair discusses the need for the Fed to keep their 'powder dry' given current economic uncertainties, and the inflationary effects of the war in the Middle East. She talks with Romaine Bostick on "The Close." (Source: Bloomberg)
Former FDIC Chair Sheila Bair discusses the need for the Fed to keep their 'powder dry' given current economic uncertainties, and the inflationary effects of the war in the Middle East. She talks with Romaine Bostick on "The Close." (Source: Bloomberg)
By Jody Godoy March 18 (Reuters) - Companies’ efforts to sidestep U.S. antitrust scrutiny through tactics such as “acquihires” - a strategy some Big Tech firms use to snap up talent at artificial intelligence startups - are a “red flag,” the top U.S. antitrust enforcer told Reuters on Wednesday. Acquihires, where the world's biggest technology firms pay large sums in deals with promising startu...
By Jody Godoy March 18 (Reuters) - Companies’ efforts to sidestep U.S. antitrust scrutiny through tactics such as “acquihires” - a strategy some Big Tech firms use to snap up talent at artificial intelligence startups - are a “red flag,” the top U.S. antitrust enforcer told Reuters on Wednesday. Acquihires, where the world's biggest technology firms pay large sums in deals with promising startups to take their technology and talent, but stop short of formally acquiring the target, are increasingly being viewed by antitrust regulators as an attempt to evade merger rules. In one recent example, Nvidia in December agreed to license chip technology from startup Groq and hire its CEO, without buying the company. When companies make acquisitions, they hand over information about a proposed transaction to federal antitrust enforcers. "Acquihires" allow companies to essentially absorb other firms without going through that formal merger review process. "When I see conduct that appears aimed to circumvent that process, as a litigator, as an enforcer, that's more of a red flag to me than if you had just participated and complied" with the review process, said Acting Assistant Attorney General Omeed Assefi. He said companies should be willing to engage in the merger review process. That way, the DOJ can quickly understand and address any concerns, or, if the deal has no competitive issues, end its review early and let the deal close, he said. Assefi declined to discuss ongoing matters or particular companies. (Reporting by Jody Godoy; editing by David Gaffen)
Zhanna Hapanovich/iStock via Getty Images Energy Transfer ( ET ) today is a business that has achieved scale and stability, secured long-term demand visibility, and is going through a multi-year growth execution phase. But it has not yet transformed into a purer cash harvest model (like EPD). EPD is also a Buy, supported by strong income and a visible growth pipeline, but also comes with moderate ...
Zhanna Hapanovich/iStock via Getty Images Energy Transfer ( ET ) today is a business that has achieved scale and stability, secured long-term demand visibility, and is going through a multi-year growth execution phase. But it has not yet transformed into a purer cash harvest model (like EPD). EPD is also a Buy, supported by strong income and a visible growth pipeline, but also comes with moderate execution risks (which is why I stop short of the Strong Buy rating I had for EPD). The higher risks in ET are visible in the 3-year rolling charts, where total returns have seen negative territory for significant periods of time, like from 2020 to 2022. This, despite income doing a lot of heavy lifting. The current 3-year rolling total returns are more than 40 percentage points higher than the share price appreciation. The negative performance in 2020-22 is somewhat influenced by a sharp peak in 2019, underscoring the importance of timing entries. Data by YCharts The charts also show that markets have already rewarded a phase of balance sheet repair and improving stability in the past few years. But I believe not all the growth is factored in yet. Overall, the easy rerating phase is likely behind us, but there is scope for future upside that must come from execution and growth delivery. Yield today remains attractive (over 7%), and fundamentals are improving. The yield is not at a significantly depressed level compared to history either, despite the recent run-up in share prices. So, while I do not expect runaway total returns, double-digit returns are still a high-probability outcome from here on, supported by the income cushion. Data by YCharts Growth-Led Cash Flow Story ET has moved into a high and stable EBITDA regime, with 2025 EBITDA at ~$16b (now a couple of years of significant EBITDA growth) and a midpoint guidance of ~$17.65b for 2026. That looks like a maturing income profile from the outside, but the cash utilization shows the nuanced growth inclination, someth...
ImagePixel/iStock Editorial via Getty Images The Federal Reserve left interest rates unchanged at its March meeting, but the broader message from the decision was more hawkish than the pause itself suggested. Beneath an expected hold in the federal funds rate, the updated Summary of Economic Projections and Powell’s press conference revealed a Fed that still sees a fairly resilient economy, has no...
ImagePixel/iStock Editorial via Getty Images The Federal Reserve left interest rates unchanged at its March meeting, but the broader message from the decision was more hawkish than the pause itself suggested. Beneath an expected hold in the federal funds rate, the updated Summary of Economic Projections and Powell’s press conference revealed a Fed that still sees a fairly resilient economy, has not materially downgraded its labor market outlook, and is increasingly uneasy about inflation risks. With growth and inflation forecasts revised higher while the projected rate path changed only modestly, the March meeting offered an important look at a central bank that appears less comfortable with the disinflation story than it did just a few months ago. Statement Federal Reserve The Federal Reserve opted to keep the target range of the federal funds rate unchanged at 3.50% to 3.75% at the conclusion of the March FOMC meeting. The vote was nearly unanimous, with 11 members supporting the decision to pause and 1 member, Governor Miran, preferring a quarter-point cut. This was a notable change from the January FOMC decision, where Miran’s dissent was joined by Governor Waller’s dissent, both wanting a quarter-point cut to start 2026. Despite their wishes, the Fed maintains its patient posture at the end of Q2 2025. WSJ The official press release did not see too many changes in this meeting, which makes sense because FOMC members can say much more in their updated economic projections. Here is what changed: The first paragraph saw a slight reframing of the unemployment rate, from it having “shown some signs of stabilization” to it having “been little changed in recent months.” This doesn’t look like a major qualitative shift in the view of how the unemployment rate has changed since the last meeting. In fact, the February jobs report moved back up in line with where it was, more or less “stabilizing” at the December level. In the second paragraph, the Fed acknowledged the ex...
The most recent trading session ended with Arista Networks (ANET) standing at $114.86, reflecting a +0.18% shift from the previouse trading day's closing. This change outpaced the S&P 500's 0.04% loss on the day. At the same time, the Dow added 0.07%, and the tech-heavy Nasdaq lost 0.05%. Coming into today, shares of the cloud networking company had gained 14% in the past month. In that same time,...
The most recent trading session ended with Arista Networks (ANET) standing at $114.86, reflecting a +0.18% shift from the previouse trading day's closing. This change outpaced the S&P 500's 0.04% loss on the day. At the same time, the Dow added 0.07%, and the tech-heavy Nasdaq lost 0.05%. Coming into today, shares of the cloud networking company had gained 14% in the past month. In that same time, the Computer and Technology sector gained 5.93%, while the S&P 500 gained 1.05%. Investors will be eagerly watching for the performance of Arista Networks in its upcoming earnings disclosure. The company is forecasted to report an EPS of $0.57, showcasing a 9.62% upward movement from the corresponding quarter of the prior year. Alongside, our most recent consensus estimate is anticipating revenue of $1.89 billion, indicating a 22.42% upward movement from the same quarter last year. Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $2.20 per share and revenue of $6.96 billion. These totals would mark changes of +26.44% and +18.74%, respectively, from last year. Investors might also notice recent changes to analyst estimates for Arista Networks. These revisions help to show the ever-changing nature of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the company's business outlook. Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system. Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 1.84% higher. Right now, Arista Networks possesses a Zacks Rank of #3 (H...
Celestica (CLS) ended the recent trading session at $273.58, demonstrating a -2.97% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 1.36% for the day. Elsewhere, the Dow lost 1.64%, while the tech-heavy Nasdaq lost 1.46%. Prior to today's trading, shares of the electronics manufacturing services company had lost 1.64% lagged the Comput...
Celestica (CLS) ended the recent trading session at $273.58, demonstrating a -2.97% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 1.36% for the day. Elsewhere, the Dow lost 1.64%, while the tech-heavy Nasdaq lost 1.46%. Prior to today's trading, shares of the electronics manufacturing services company had lost 1.64% lagged the Computer and Technology sector's loss of 0.24% and was narrower than the S&P 500's loss of 1.76%. The upcoming earnings release of Celestica will be of great interest to investors. In that report, analysts expect Celestica to post earnings of $2.07 per share. This would mark year-over-year growth of 72.5%. Our most recent consensus estimate is calling for quarterly revenue of $4 billion, up 51.16% from the year-ago period. Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $8.83 per share and revenue of $17.03 billion. These totals would mark changes of +45.95% and +37.42%, respectively, from last year. Investors might also notice recent changes to analyst estimates for Celestica. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits. Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system. The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. As of now, Celestica holds a Zacks Rank of #2 (Buy). In terms o...
Verizon Communications (VZ) ended the recent trading session at $49.55, demonstrating a -1.92% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 1.36% for the day. At the same time, the Dow lost 1.64%, and the tech-heavy Nasdaq lost 1.46%. Shares of the largest U.S. cellphone carrier witnessed a gain of 3.25% over the previous month, bea...
Verizon Communications (VZ) ended the recent trading session at $49.55, demonstrating a -1.92% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 1.36% for the day. At the same time, the Dow lost 1.64%, and the tech-heavy Nasdaq lost 1.46%. Shares of the largest U.S. cellphone carrier witnessed a gain of 3.25% over the previous month, beating the performance of the Computer and Technology sector with its loss of 0.24%, and the S&P 500's loss of 1.76%. Market participants will be closely following the financial results of Verizon Communications in its upcoming release. The company's upcoming EPS is projected at $1.23, signifying a 3.36% increase compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $34.75 billion, showing a 3.79% escalation compared to the year-ago quarter. For the annual period, the Zacks Consensus Estimates anticipate earnings of $4.91 per share and a revenue of $143.23 billion, signifying shifts of +4.25% and +3.64%, respectively, from the last year. Investors might also notice recent changes to analyst estimates for Verizon Communications. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. Verizon Communications is curre...
In the latest trading session, Advanced Micro Devices (AMD) closed at $199.46, marking a +1.6% move from the previous day. This change outpaced the S&P 500's 1.36% loss on the day. Meanwhile, the Dow lost 1.64%, and the Nasdaq, a tech-heavy index, lost 1.46%. The chipmaker's stock has dropped by 3.33% in the past month, falling short of the Computer and Technology sector's loss of 0.24% and the S&...
In the latest trading session, Advanced Micro Devices (AMD) closed at $199.46, marking a +1.6% move from the previous day. This change outpaced the S&P 500's 1.36% loss on the day. Meanwhile, the Dow lost 1.64%, and the Nasdaq, a tech-heavy index, lost 1.46%. The chipmaker's stock has dropped by 3.33% in the past month, falling short of the Computer and Technology sector's loss of 0.24% and the S&P 500's loss of 1.76%. Investors will be eagerly watching for the performance of Advanced Micro Devices in its upcoming earnings disclosure. The company is expected to report EPS of $1.27, up 32.29% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $9.84 billion, reflecting a 32.32% rise from the equivalent quarter last year. For the full year, the Zacks Consensus Estimates project earnings of $6.61 per share and a revenue of $45.37 billion, demonstrating changes of +58.51% and +30.98%, respectively, from the preceding year. Investors should also note any recent changes to analyst estimates for Advanced Micro Devices. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.14% higher. Advanced Micro Devices currently has a Zacks Rank of #3 (Hold). With respect to valuation, Advanced Micro Devices is currently being traded at a Forward P/E ...
In the latest trading session, Advanced Micro Devices (AMD) closed at $199.46, marking a +1.6% move from the previous day. This change outpaced the S&P 500's 1.36% loss on the day. Meanwhile, the Dow lost 1.64%, and the Nasdaq, a tech-heavy index, lost 1.46%. The chipmaker's stock has dropped by 3.33% in the past month, falling short of the Computer and Technology sector's loss of 0.24% and the S&...
In the latest trading session, Advanced Micro Devices (AMD) closed at $199.46, marking a +1.6% move from the previous day. This change outpaced the S&P 500's 1.36% loss on the day. Meanwhile, the Dow lost 1.64%, and the Nasdaq, a tech-heavy index, lost 1.46%. The chipmaker's stock has dropped by 3.33% in the past month, falling short of the Computer and Technology sector's loss of 0.24% and the S&P 500's loss of 1.76%. Investors will be eagerly watching for the performance of Advanced Micro Devices in its upcoming earnings disclosure. The company is expected to report EPS of $1.27, up 32.29% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $9.84 billion, reflecting a 32.32% rise from the equivalent quarter last year. For the full year, the Zacks Consensus Estimates project earnings of $6.61 per share and a revenue of $45.37 billion, demonstrating changes of +58.51% and +30.98%, respectively, from the preceding year. Investors should also note any recent changes to analyst estimates for Advanced Micro Devices. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.14% higher. Advanced Micro Devices currently has a Zacks Rank of #3 (Hold). With respect to valuation, Advanced Micro Devices is currently being traded at a Forward P/E ...
In the latest trading session, Advanced Micro Devices (AMD) closed at $199.46, marking a +1.6% move from the previous day. This change outpaced the S&P 500's 1.36% loss on the day. Meanwhile, the Dow lost 1.64%, and the Nasdaq, a tech-heavy index, lost 1.46%. The chipmaker's stock has dropped by 3.33% in the past month, falling short of the Computer and Technology sector's loss of 0.24% and the S&...
In the latest trading session, Advanced Micro Devices (AMD) closed at $199.46, marking a +1.6% move from the previous day. This change outpaced the S&P 500's 1.36% loss on the day. Meanwhile, the Dow lost 1.64%, and the Nasdaq, a tech-heavy index, lost 1.46%. The chipmaker's stock has dropped by 3.33% in the past month, falling short of the Computer and Technology sector's loss of 0.24% and the S&P 500's loss of 1.76%. Investors will be eagerly watching for the performance of Advanced Micro Devices in its upcoming earnings disclosure. The company is expected to report EPS of $1.27, up 32.29% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $9.84 billion, reflecting a 32.32% rise from the equivalent quarter last year. For the full year, the Zacks Consensus Estimates project earnings of $6.61 per share and a revenue of $45.37 billion, demonstrating changes of +58.51% and +30.98%, respectively, from the preceding year. Investors should also note any recent changes to analyst estimates for Advanced Micro Devices. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.14% higher. Advanced Micro Devices currently has a Zacks Rank of #3 (Hold). With respect to valuation, Advanced Micro Devices is currently being traded at a Forward P/E ...
JD.com, Inc. (JD) closed at $28.20 in the latest trading session, marking a -1.19% move from the prior day. This move was narrower than the S&P 500's daily loss of 1.36%. Meanwhile, the Dow lost 1.64%, and the Nasdaq, a tech-heavy index, lost 1.46%. Shares of the company witnessed a gain of 4.43% over the previous month, beating the performance of the Retail-Wholesale sector with its loss of 0.82%...
JD.com, Inc. (JD) closed at $28.20 in the latest trading session, marking a -1.19% move from the prior day. This move was narrower than the S&P 500's daily loss of 1.36%. Meanwhile, the Dow lost 1.64%, and the Nasdaq, a tech-heavy index, lost 1.46%. Shares of the company witnessed a gain of 4.43% over the previous month, beating the performance of the Retail-Wholesale sector with its loss of 0.82%, and the S&P 500's loss of 1.76%. Analysts and investors alike will be keeping a close eye on the performance of JD.com, Inc. in its upcoming earnings disclosure. On that day, JD.com, Inc. is projected to report earnings of $0.34 per share, which would represent a year-over-year decline of 70.69%. In the meantime, our current consensus estimate forecasts the revenue to be $45.52 billion, indicating a 9.72% growth compared to the corresponding quarter of the prior year. For the annual period, the Zacks Consensus Estimates anticipate earnings of $2.9 per share and a revenue of $200.85 billion, signifying shifts of +13.73% and +9.36%, respectively, from the last year. It is also important to note the recent changes to analyst estimates for JD.com, Inc. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system. The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. The Zacks Consensus EPS estimate has moved 1.34% higher within the past month. At present, JD.com, Inc. boasts a Zacks Rank of #3 (Hold). Investors sh...
In the latest close session, Meta Platforms (META) was down 1.12% at $615.68. The stock outperformed the S&P 500, which registered a daily loss of 1.36%. At the same time, the Dow lost 1.64%, and the tech-heavy Nasdaq lost 1.46%. The social media company's shares have seen a decrease of 2.6% over the last month, not keeping up with the Computer and Technology sector's loss of 0.24% and the S&P 500...
In the latest close session, Meta Platforms (META) was down 1.12% at $615.68. The stock outperformed the S&P 500, which registered a daily loss of 1.36%. At the same time, the Dow lost 1.64%, and the tech-heavy Nasdaq lost 1.46%. The social media company's shares have seen a decrease of 2.6% over the last month, not keeping up with the Computer and Technology sector's loss of 0.24% and the S&P 500's loss of 1.76%. Market participants will be closely following the financial results of Meta Platforms in its upcoming release. On that day, Meta Platforms is projected to report earnings of $6.67 per share, which would represent year-over-year growth of 3.73%. Alongside, our most recent consensus estimate is anticipating revenue of $55.34 billion, indicating a 30.78% upward movement from the same quarter last year. For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $29.75 per share and a revenue of $249.25 billion, representing changes of +26.65% and +24.02%, respectively, from the prior year. Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Meta Platforms. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.01% lower. At present, Meta Platforms boasts a Zacks Rank of #3 (Hold). Looki...
00:00 Speaker A Micron reports, give us the instant analysis. What'd you make of the print? 00:03 Speaker B The print was really good. They crushed it by nearly 4 billion in terms of the expectations and then, you know, clearly that trickle down into the the earnings as well. I think the the guidance was even more phenomenal. I think about 33 billion or so for the May quarter. Uh, you know, about ...
00:00 Speaker A Micron reports, give us the instant analysis. What'd you make of the print? 00:03 Speaker B The print was really good. They crushed it by nearly 4 billion in terms of the expectations and then, you know, clearly that trickle down into the the earnings as well. I think the the guidance was even more phenomenal. I think about 33 billion or so for the May quarter. Uh, you know, about 10 billion or so above what we had expected. Maybe the most important figure was the the gross margin number for the the May quarter. They guided to 81%. I think we were looking for about 71%. 00:27 Speaker B And I think the the reason you're seeing a a bit of a a push back or a sell-off here after hours might be the fact that, hey, listen, you're essentially now buying this stock at, you know, peak margins or near peak margins because it's unlikely that these type of margins are going to be sustained here um in the foreseeable future. But that doesn't necessarily mean that the fundamentals have to stop improving. 00:50 Speaker A Why do you say uh you may be at peak margins here? What are the puts and takes there? 00:53 Speaker B As far as gross margins, I mean 81% margins is just it just seems like it's unsustainable, right? I mean, you you look at prior peak cycles in terms of the the memory industry for for a company like Micron, you were talking maybe, you know, something along the lines of 50% margins. 01:05 Speaker B What's going on on the data center side, what's happening with high bandwidth memory. High bandwidth memory is by far the most complex uh product that's ever been made for the memory industry. It does command higher margins. It's just a a favorable mix overall as uh Micron continues to shift towards that side of things. 01:21 Speaker B And what Micron did state is they're going to have to significantly increase uh CapEx spend probably at a run rate um faster than revenue at some point in time potentially going into 2027. 01:31 Speaker A Well, they did Ang...
A Google founder has more than doubled his financial contribution to the fight against a proposed wealth tax in California. New filings with the state show that former Alphabet president Sergey Brin donated $25m to a Super Pac dedicated to blocking the tax on top of $20m he had already given. Brin is not alone among Google’s top brass in upping his financial stake in the campaign against the ballo...
A Google founder has more than doubled his financial contribution to the fight against a proposed wealth tax in California. New filings with the state show that former Alphabet president Sergey Brin donated $25m to a Super Pac dedicated to blocking the tax on top of $20m he had already given. Brin is not alone among Google’s top brass in upping his financial stake in the campaign against the ballot proposal. The company’s former CEO Eric Schmidt donated $1.02m, adding to a previous $2m contribution. The tech titans are battling the “California Billionaire Tax Act”, often referred to simply as the billionaire tax. It’s a proposed ballot measure that would require any California resident worth more than $1bn to pay a one-off, 5% tax on their assets to help cover education, food assistance and healthcare programs in the state. It’s sponsored by the Service Employees International Union-United Healthcare Workers West, and is still in the signature-gathering phase. If the measure reaches the ballot and gains voters’ approval, the tax would apply to billionaires based on their residency as of 1 January 2026. For Brin, worth about $247bn, the bill would likely be upwards of $12bn. That stipulation appears to have caused him and several other billionaires to leave California at the end of last year. Brin relocated to a $42m estate on the north-eastern shore of Lake Tahoe in Nevada, and his Pac donations show Reno as his address. Schmidt’s filings show his address as West Hollywood. The Super Pac that Brin and Schmidt most recently donated to is called Building a Better California. It’s dedicated to sponsoring a separate ballot measure that would kneecap the billionaire tax by banning retroactive taxes, according to the New York Times. The Pac’s motto is “California’s best days are ahead”. Brin donated $20m to Building a Better California in January, bringing his total donations to the Pac to $45m. Brin has also contributed to the state’s gubernatorial campaigns of Steve Hil...
The FlexShares Global Quality Real Estate Index Fund (NYSEMKT:GQRE) stands out for its lower costs, higher yield, and broader real estate focus, while the State Street SPDR Dow Jones International Real Estate ETF (NYSEMKT:RWX) offers a more diversified geographic mix and posted stronger one-year performance. Both GQRE and RWX provide global real estate exposure, but their strategies and portfolios...
The FlexShares Global Quality Real Estate Index Fund (NYSEMKT:GQRE) stands out for its lower costs, higher yield, and broader real estate focus, while the State Street SPDR Dow Jones International Real Estate ETF (NYSEMKT:RWX) offers a more diversified geographic mix and posted stronger one-year performance. Both GQRE and RWX provide global real estate exposure, but their strategies and portfolios differ in important ways. This comparison examines costs, returns, risk, and portfolio construction to help investors decide which fund best aligns with their goals for income, diversification, and sector exposure. Expand NYSEMKT : GQRE FlexShares Trust - FlexShares Global Quality Real Estate Index Fund Today's Change ( -1.09 %) $ -0.68 Current Price $ 61.59 Key Data Points Day's Range $ 61.59 - $ 62.04 52wk Range $ 51.25 - $ 65.47 Volume 9.4K Snapshot (cost & size) Metric RWX GQRE Issuer SPDR FlexShares Expense ratio 0.59% 0.45% 1-yr return (as of 2026-03-16) 19.0% 12.9% Dividend yield 3.6% 4.5% Beta 0.90 1.01 AUM $288.0 million $357.2 million Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. GQRE is more affordable in terms of fees, charging 0.45% compared to RWX’s 0.59%, and delivers a higher dividend yield by nearly a full percentage point, which may appeal to income-focused investors. Performance & risk comparison Metric RWX GQRE Max drawdown (5 y) (35.9%) (35.1%) Growth of $1,000 over 5 years $985 $1,202 What's inside GQRE focuses exclusively on real estate companies, allocating 96% of assets to the sector and holding about 4% in cash. It holds a portfolio of 174 positions. Its top holdings include American Tower (AMT 2.37%), Prologis (PLD 1.49%), and Welltower (WELL 1.85%), which together make up about 15% of the fund. The fund aims to capture global quality real estate by tracking an index designed around that theme, offering broad diversifi...
Apollo Global Management的Torsten Slok表示，美联储在决定维持利率不变之际，已选择“完全忽视”市场正面临的中东冲击。 Apollo首席经济学家Slok表示，如果霍尔木兹海峡长时间关闭，能源和油价可能维持高位，并可能产生连锁反应。 Slok称，这一冲击若要对美联储的模型产生实质性影响，至少需要持续一个季度，而美联储显然暗示，他们预计这种情况不会持续太久。 当被问及鲍...
Apollo Global Management的Torsten Slok表示，美联储在决定维持利率不变之际，已选择“完全忽视”市场正面临的中东冲击。 Apollo首席经济学家Slok表示，如果霍尔木兹海峡长时间关闭，能源和油价可能维持高位，并可能产生连锁反应。 Slok称，这一冲击若要对美联储的模型产生实质性影响，至少需要持续一个季度，而美联储显然暗示，他们预计这种情况不会持续太久。 当被问及鲍威尔的言论是否推动2年期美国国债收益率升至日内高点时，Slok回答称：“绝对如此”。 责任编辑：李桐