Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Latin American carriers Copa Holdings S.A. ( CPA ) and Volaris ( VLRS ) are both down more than 15% since the Iran conflict and jump in oil prices began. Bank of America analyst Rogerio Araujo and his team estimated that changes in oil prices take approximately 15 and 30 days to flow through to Copa’s ( CPA ) and Volaris' ( VLRS ) re...
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Latin American carriers Copa Holdings S.A. ( CPA ) and Volaris ( VLRS ) are both down more than 15% since the Iran conflict and jump in oil prices began. Bank of America analyst Rogerio Araujo and his team estimated that changes in oil prices take approximately 15 and 30 days to flow through to Copa’s ( CPA ) and Volaris' ( VLRS ) results, respectively. "Given this lag, we do not see material risk to Volaris’ 1Q26 guidance. For the full-year guidance, however, we see potential downside risks, especially if oil prices remain high," warned Araujo. Accordingly, BofA cut its price objective on Copa ( CPA ) to $171 from $212 and lowered its price objective on Volaris ( VLRS ) to $9.30 from $11.50. Despite the pressure with jet fuel prices, Bank of America reiterated a Buy rating on Copa ( CPA ) due to attractive valuation at 5.6X the firm's 2027 EV/EBITDA estimates vs. the historical average of 8.0X. BofA is also still bullish on Volaris ( VLRS ) as it pointed to the potential approval of the M&A with Viva-Aerobus as a potential catalyst. More on Volaris and Copa Controladora Vuela Compañía de Aviación, S.A.B. de C.V. 2025 Q4 - Results - Earnings Call Presentation Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (VLRS) Q4 2025 Earnings Call Transcript Copa Holdings, S.A. (CPA) Q4 2025 Earnings Call Transcript Mid-cap industrial stocks taking a hit: U-Haul, Smiths, and GXO Logistics lead sell-off Volaris targets 7% ASM growth in 2026 while advancing Viva merger process
One of the biggest questions facing Nvidia (NVDA +0.28%) in recent years has been the timing of the company's return to the Chinese market. It's been nearly a year since the Trump administration unceremoniously banned the export of artificial intelligence (AI) chips to customers in the country, only to reverse course months later. The Chinese government responded swiftly by banning the use of U.S....
One of the biggest questions facing Nvidia (NVDA +0.28%) in recent years has been the timing of the company's return to the Chinese market. It's been nearly a year since the Trump administration unceremoniously banned the export of artificial intelligence (AI) chips to customers in the country, only to reverse course months later. The Chinese government responded swiftly by banning the use of U.S.-made AI chips in government facilities and state-sponsored organizations. The Trump administration ultimately approved the sale of AI-centric graphics processing units (GPUs) to China, contingent on the seller sharing 25% of the proceeds with the U.S. government. After months of back-and-forth, Nvidia is preparing for a triumphant return to the AI chip market in China. A startling revelation As recently as last month, Nvidia was throwing cold water on the prospects of a return to the world's second-largest market. During the earnings call held on Feb. 25, CFO Colette Kress said, "While small amounts of H200 products for China-based customers were approved by the U.S. government, we have yet to generate any revenue, and we do not know whether any imports will be allowed into China." That outlook changed this week with a surprise announcement by CEO Jensen Huang at Nvidia's GPU Technology Conference (GTC) on Monday. "We've been licensed for many customers in China," he said. "We've received purchase orders from many customers, and we're in the process of restarting our manufacturing. Our supply chain is getting fired up." While estimates vary, Nvidia generated revenue of $12 billion to $15 billion from China in 2024, the last full year of sales in the country. Future sales could be much higher, as Huang previously estimated the size of the market at $50 billion. Expand NASDAQ : NVDA Nvidia Today's Change ( 0.28 %) $ 0.50 Current Price $ 182.43 Key Data Points Market Cap $4.4T Day's Range $ 180.73 - $ 183.38 52wk Range $ 86.62 - $ 212.19 Volume 2.2M Avg Vol 176M Gross Margin ...
Israel and Hezbollah are engaged in intense ground clashes in at least three strategic areas in south Lebanon as Israel pushes on with its ground invasion of its neighbour, according to a Lebanese security source and residents of the affected towns. Much of the fighting was concentrated around the strategic hilltop city of Khiam, with the Israel Defense Forces carrying out an air and artillery cam...
Israel and Hezbollah are engaged in intense ground clashes in at least three strategic areas in south Lebanon as Israel pushes on with its ground invasion of its neighbour, according to a Lebanese security source and residents of the affected towns. Much of the fighting was concentrated around the strategic hilltop city of Khiam, with the Israel Defense Forces carrying out an air and artillery campaign against Hezbollah fighters dug into the city. Fighting escalated there after days of clashes, with a Hezbollah spokesperson acknowledging there were “heightened clashes” on the eastern and northern outskirts of the city. As fighting continued in Khiam, Israeli troops attempted to push into border towns in the central and western sectors of south Lebanon. A resident of the Aita al-Chaab border village said fighting was intense between Israeli soldiers and Hezbollah fighters there. A Lebanese security source said that the village was one of a number of border towns that had become the site of heavy fighting, as Israel tried to infiltrate southern Lebanon through various points along the shared border. There, they had been met with resistance by members of Hezbollah. The fighting came as Israel amassed troops along the border, bringing four brigades and columns of tanks ahead of an expanded ground invasion of south Lebanon. The Israeli military said that it had started a “limited ground operation”, as the political echelon discussed expanding the campaign. The war was triggered when Hezbollah launched rockets at Israel on 2 March. Israel quickly launched a military operation on Lebanon with the goal of completely eliminating Hezbollah. Hezbollah styled the war as one of survival for Lebanon, saying it was defending the country from the near-daily Israeli airstrikes on the country since the November 2024 ceasefire between the two parties. Outside Hezbollah’s constituency, the move to drag Lebanon into a war was deeply unpopular. The latest hostilities are a contest betwee...
The White House said on Wednesday that China had agreed to postpone Donald Trump’s visit to Beijing, as war in the Middle East rages on, complicating the US president’s position at home and abroad. China has not yet commented on the delay to the highly anticipated trip, in which Trump and the Chinese president, Xi Jinping, will meet in person for the first time since October. Trump previously said...
The White House said on Wednesday that China had agreed to postpone Donald Trump’s visit to Beijing, as war in the Middle East rages on, complicating the US president’s position at home and abroad. China has not yet commented on the delay to the highly anticipated trip, in which Trump and the Chinese president, Xi Jinping, will meet in person for the first time since October. Trump previously said that he hoped to delay the trip, originally scheduled for 31 March to 2 April, for “five or six weeks”. The delay underlines the extent to which the war with Iran is influencing geopolitics far beyond the Middle East. Beijing is watching closely to see what the impact will be on US-China relations, as well as on the US midterm elections in November. A US president keen for electoral success at home may be a more pliable opponent at the negotiating table. But Trump’s unpredictability complicates China’s calculations. Trump and Xi’s meeting, which will now likely take place in May, was expected to focus on the next phase in the US-China trade war, which has been under a temporary truce since October. Trump’s war with a China-friendly country in the Middle East is now likely to be on the agenda. The last-minute delay may come as a relief to Beijing, which never officially confirmed the dates of the original meeting. In recent weeks there have been reports that Chinese officials were “apoplectic” at the lack of US planning for an event that Beijing expects to be tightly choreographed. It may also put more pressure on Trump to reach a deal in Beijing when he eventually makes the trip, as the war in Iran continues to send oil prices soaring. A recent poll by NBC news found that more than half of registered US voters disapprove of the strikes on Iran, including more than one-third of non-Maga Republicans. “Beijing can reasonably assume that Trump wants to avoid a fresh inflation spike heading into the midterms, which gives China some leverage in trade talks,” said Neil Thomas, a ...
The European Central Bank heads into its March policy meeting on Thursday, with markets expecting it to hold the deposit rate at 2.00%, as policymakers navigate rising uncertainty following the Iran conflict. Energy-driven inflation risks are back in focus after a sharp surge in oil and gas prices. The decision follows closely on the heels of the Federal Reserve meeting due later in the day, with ...
The European Central Bank heads into its March policy meeting on Thursday, with markets expecting it to hold the deposit rate at 2.00%, as policymakers navigate rising uncertainty following the Iran conflict. Energy-driven inflation risks are back in focus after a sharp surge in oil and gas prices. The decision follows closely on the heels of the Federal Reserve meeting due later in the day, with the U.S. central bank widely expected to keep rates unchanged. Attention will centre on updated projections and forward guidance. While baseline forecasts may only partly reflect the recent energy shock, inflation risks are clearly tilted to the upside. At the same time, euro area growth remains weak, with the economy expanding just 0.2% in late 2025, fuelling stagflation concerns. Markets have turned more hawkish, with expectations building for a mid-year rate hike and another by end-2026. The ECB is therefore likely to adopt a firmer tone, especially as a weaker euro adds to inflation pressures. The Bank of England is likewise expected to keep rates unchanged at 3.75%, despite a tougher backdrop of weak growth and rising inflation, with markets increasingly leaning toward future tightening rather than cuts.
lucadp/iStock via Getty Images I have covered Rezolve AI ( RZLV ) twice here on Seeking Alpha. I initiated coverage in December 2024 at $4.72, and my argument was that the market was underpricing a pre-revenue AI commerce platform with an attractive gross merchandise value (GMV) figure of $50 billion that dominated the headlines. GMV is the total dollar value of transactions a platform touches, no...
lucadp/iStock via Getty Images I have covered Rezolve AI ( RZLV ) twice here on Seeking Alpha. I initiated coverage in December 2024 at $4.72, and my argument was that the market was underpricing a pre-revenue AI commerce platform with an attractive gross merchandise value (GMV) figure of $50 billion that dominated the headlines. GMV is the total dollar value of transactions a platform touches, not what it earns from them. In Rezolve's specific case, the GMV represented the total value of commerce flowing through retailers where Rezolve's AI technology was embedded to power search, product discovery, and checkout optimization using the Rezolve product stack. The reality at the time was that Rezolve had kept only $188,000 of the $50 billion it processed as GMV in FY24, because Rezolve is not set up as a transaction processor taking a percentage cut per sale, but as a SaaS platform that bills clients on enterprise licensing contracts instead. At that time those contracts had not yet been fully executed at scale, so GMV kept climbing while revenue remained immaterial. I was reading GMV as a forward indicator of monetization potential rather than a measure of current earnings power. The prospect of an emerging platform with potential for enterprise traction and the conviction that missing early-stage upside would be the costlier mistake if RZLV surged, and the AI momentum being at its height at the time, prompted my Buy rating despite the significant disconnect between GMV and recognized revenue. I have now totally moved away from GMV, and I am focused on Rezolve's ARR (annualized run rate revenue) and revenue conversion metrics. GMV was more or less a vanity metric fit for the earlier pre-revenue chapter of Rezolve's story. RZLV fell 51% to $2.33 before I published my follow-up in April last year, where I maintained my Buy on the premise that the organic revenue path was intact and that Rezolve was building a growing moat in the $30 trillion retail market. My tone was ...
While this time last year we might have already been aware of Oscar-winning films like One Battle After Another and Hamnet, Sunday’s ceremony showed that the race isn’t always easy to predict so far out. Horror films like Sinners, Weapons and Frankenstein and the phenomenon of KPop Demon Hunters were all not seen as contenders, while international films continue to surprise. It makes this annual g...
While this time last year we might have already been aware of Oscar-winning films like One Battle After Another and Hamnet, Sunday’s ceremony showed that the race isn’t always easy to predict so far out. Horror films like Sinners, Weapons and Frankenstein and the phenomenon of KPop Demon Hunters were all not seen as contenders, while international films continue to surprise. It makes this annual game increasingly difficult but here once again are some absurdly early picks for next year’s Oscars: Aaron Sorkin View image in fullscreen Photograph: Sophia Evans/The Observer It’s never wise to bet against Aaron Sorkin, the Bafta, Emmy and Golden Globe winner who won his sole Oscar for The Social Network screenplay. Much has changed, all of it for the worse, since that early look at Facebook in 2010, and Sorkin is trying to cover some of it in The Social Reckoning, an unconventional semi-sequel that will focus on the 2021 leak from whistleblower Frances Haugen. She’ll be played by last year’s best actress winner, Mikey Madison (who reportedly made the wise decision to pick this over Star Wars and Colleen Hoover movies), with Mark Zuckerberg now played by The Apprentice nominee Jeremy Strong. It’s by no means a sure thing (Sorkin’s last film was hit-and-miss biopic Being the Ricardos and internet films are notoriously hard to nail) but the Academy loves him (even The Trial of the Chicago 7 scored him a nod), and the time is never not right for a Facebook takedown. Sandra Hüller View image in fullscreen Sandra Hüller Photograph: Gareth Cattermole/Getty Images It took a while for Hollywood to take notice of German actor Sandra Hüller, who had been winning multiple awards in Europe before she led breakout thriller Anatomy of a Fall in her mid-40s. The film went from a Palme d’Or win to Oscar recognition with five nominations, including best actress for Hüller (it ultimately won for original screenplay). At the same time, Hüller also appeared in Jonathan Glazer’s similarly acc...
Scientists believe their work will be central to electronic communications in a world that depends heavily on data-sharing, but which for years has been trying to develop more powerful quantum computers.
Scientists believe their work will be central to electronic communications in a world that depends heavily on data-sharing, but which for years has been trying to develop more powerful quantum computers.
Key Points REET charges a lower expense ratio and has over twice the assets under management compared to RWR. Both funds deliver similar dividend yields and risk profiles, but REET offers broader global diversification. RWR has slightly outperformed over five years, but REET provided stronger total returns in the past year. 10 stocks we like better than iShares Trust - iShares Global REIT ETF › Th...
Key Points REET charges a lower expense ratio and has over twice the assets under management compared to RWR. Both funds deliver similar dividend yields and risk profiles, but REET offers broader global diversification. RWR has slightly outperformed over five years, but REET provided stronger total returns in the past year. 10 stocks we like better than iShares Trust - iShares Global REIT ETF › The State Street SPDR Dow Jones REIT ETF (NYSEMKT:RWR) and iShares Global REIT ETF (NYSEMKT:REET) stand apart on cost, geographic exposure, and size -- RWR sticks to U.S. real estate, while REET brings global reach with a lower fee and much larger assets under management (AUM). Both RWR and REET target real estate investment trusts, but RWR zeroes in on the U.S. market, while REET casts a wider net across global developed and emerging markets. This comparison highlights how their fees, yields, performance, and portfolio construction may appeal to different types of real estate-focused investors. Snapshot (cost & size) Metric RWR REET Issuer SPDR iShares Expense ratio 0.25% 0.14% 1-yr return (as of 2026-03-16) 9.6% 10.85% Dividend yield 3.4% 3.4% Beta 1.12 1.10 AUM $1.7 billion $4.8 billion 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. REET is more affordable on fees, charging 0.14% compared to RWR’s 0.25%, and both funds currently deliver an identical dividend yield, making cost the main differentiator for income-focused investors. Performance & risk comparison Metric RWR REET Max drawdown (5 y) -32.58% -32.14% Growth of $1,000 over 5 years $1,087 $1,004 What's inside REET holds 364 securities and provides exposure to real estate companies from around the globe, including both developed and emerging markets. Its largest positions are Welltower (NYSE:WELL), Prologis (NYSE:PLD), and Equinix (NASDAQ:EQIX), and the fund has been operating for nearly 12...
TL;DR: An engineering sample of AMD's 10-core Zen 6 mobile processor, Medusa Point, matches Ryzen AI 9 365 performance at under half the clock speed, featuring 10MB L2 and 32MB L3 cache. Expected around 2027, it aims to improve efficiency and cache design over current Ryzen AI models. A series of new reports from the hardware scouting bot, Benchleaks, on X (formerly Twitter), has outed a 10-core e...
TL;DR: An engineering sample of AMD's 10-core Zen 6 mobile processor, Medusa Point, matches Ryzen AI 9 365 performance at under half the clock speed, featuring 10MB L2 and 32MB L3 cache. Expected around 2027, it aims to improve efficiency and cache design over current Ryzen AI models. A series of new reports from the hardware scouting bot, Benchleaks, on X (formerly Twitter), has outed a 10-core engineering sample of AMD's next-generation Zen 6 mobile processors, codenamed Medusa Point. According to Geekbench data, the test chip matched the performance of its current-generation counterpart, the Ryzen AI 9 365, albeit at less than half the clock speed. These tests were conducted on the Plum-MDS1 system. This is likely the internal codename for the validation and testing platform for AMD's next-generation Medusa Point laptop processors. While the leak does not explicitly mention the processor's name, as is the case with early test samples, it is identified by the OPN (Ordering Part Number) "100-000001713-21_N". These OPN codes serve as a fingerprint for unreleased silicon for logistics and customs manifests. In terms of specifications, the unreleased chip is listed with 10 CPU cores, divided into two clusters. While the Geekbench metadata explicitly identifies two core clusters, this is likely a reporting error, based on initial reports from hardware sleuth HXL. Much like with Intel's Meteor Lake and Panther Lake, the software appears unable to distinguish a three-tier topology, seemingly packing the four Zen 6c cores and two 'LP' cores into a single six-core block (Cluster 2). This also suggests we are dealing with a Ryzen 5/7 configuration, making this processor a successor to AMD's Kraken Point family. 2 VIEW GALLERY - 2 IMAGES Additionally, the chip features 10MB of L2 cache and 32MB of L3 cache, a solid 33% uplift over the 24MB of L3 cache offered by the incumbent Ryzen AI 9 365, a similar 10-core counterpart which uses a split 16MB + 8MB layout. With Strix Point...
Mohamad Faizal Bin Ramli/iStock via Getty Images Fund Strategy Uses both bottom-up credit research and top-down macroeconomic analysis Seeks to generate excess performance by actively managing the four key elements of total return: duration, yield-curve positioning, sector and credit-quality allocation, and security selection Uses a relative-value approach based on extensive credit analysis that s...
Mohamad Faizal Bin Ramli/iStock via Getty Images Fund Strategy Uses both bottom-up credit research and top-down macroeconomic analysis Seeks to generate excess performance by actively managing the four key elements of total return: duration, yield-curve positioning, sector and credit-quality allocation, and security selection Uses a relative-value approach based on extensive credit analysis that seeks opportunities from changing market trends and pricing inefficiencies to generate excess returns Average Annual Total Returns (%) As Of 12/31/2025* 3 MONTH YEAR TO DATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE FUND INCEPTION (3/21/85)^ Strategic Municipal Bond Fund-Inst 0.96 3.98 3.98 3.92 1.50 2.23 4.52 Bloomberg Short-Intermediate Municipal Bond Index 0.77 5.01 5.01 3.48 1.22 1.98 — Lipper Short-Intmtdt Municipal Debt Funds Average 0.81 4.34 4.34 3.49 1.18 1.60 — Click to enlarge *Returns for periods less than one year are not annualized. Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes a shareholder may pay on an investment in a fund. Investment return, principal value, and yields of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Current month-end performance is available at the fund's website, allspringglobal.com . Institutional Class shares are sold without a front-end sales charge or contingent deferred sales charge. The fund's gross expense ratio is 0.47%. The fund's net expense ratio is 0.47%. The manager has contractually committed, through October 31, 2026, to waive fees and/or reimburse expenses to the extent necessary to cap the fund's total annual fund operating expenses after fee waivers at 0.47% for the Institutional Class. Brokerage commissions, stamp duty fees, interest, taxes, acquired f...
Oil prices have been scorching hot this year, fueled by escalating tensions with Iran. WTI, the primary U.S. oil benchmark, has risen from around $57 a barrel at the start of the year to about $95, a nearly 65% surge. Meanwhile, Brent oil, the global benchmark, has experienced a similar trajectory. It's currently above $100 a barrel, up more than 65% this year. Surging crude oil prices are a boon ...
Oil prices have been scorching hot this year, fueled by escalating tensions with Iran. WTI, the primary U.S. oil benchmark, has risen from around $57 a barrel at the start of the year to about $95, a nearly 65% surge. Meanwhile, Brent oil, the global benchmark, has experienced a similar trajectory. It's currently above $100 a barrel, up more than 65% this year. Surging crude oil prices are a boon for oil stocks. According to a Financial Times report, U.S. oil companies could book more than $60 billion in additional revenue this year if crude prices remain elevated. Here's a look at some of the oil stocks poised to cash in on the surge in crude prices. The situation in the oil market Oil prices have spiked this year due to supply issues stemming from the war with Iran. The country has attacked oil tankers and oil infrastructure in the Persian Gulf. As a result, oil isn't flowing freely out of the region. That's a major issue since about 20% of global supplies flow out of the Persian Gulf through the Strait of Hormuz. The longer the Strait remains effectively closed to oil tankers, the higher crude prices could go. While crude prices could continue surging, the oil futures market expects the supply disruptions to be temporary. For example, while it costs over $100 a barrel for an oil futures contract with delivery in May, crude contracts that expire this fall are in the mid-to-low $80s. However, if oil flows out of the Gulf remain constrained, or Iran inflicts major damage to oil infrastructure in the region, crude prices could surge well over $100 a barrel and remain there for the rest of the year. Cashing in on higher crude prices The surge in oil prices was completely unexpected. Many U.S. energy companies anticipated that oil prices would remain low this year due to abundant supply and slowing demand. Instead, the world is experiencing the biggest supply shock in decades. Given their anticipation of lower prices, most producers set conservative capital spending pl...
Key Points Oil prices have surged due to the war with Iran. Most oil companies anticipated that crude prices would be much lower this year. They're on track to generate an unexpected windfall of excess free cash flow. 10 stocks we like better than Occidental Petroleum › Oil prices have been scorching hot this year, fueled by escalating tensions with Iran. WTI, the primary U.S. oil benchmark, has r...
Key Points Oil prices have surged due to the war with Iran. Most oil companies anticipated that crude prices would be much lower this year. They're on track to generate an unexpected windfall of excess free cash flow. 10 stocks we like better than Occidental Petroleum › Oil prices have been scorching hot this year, fueled by escalating tensions with Iran. WTI, the primary U.S. oil benchmark, has risen from around $57 a barrel at the start of the year to about $95, a nearly 65% surge. Meanwhile, Brent oil, the global benchmark, has experienced a similar trajectory. It's currently above $100 a barrel, up more than 65% this year. Surging crude oil prices are a boon for oil stocks. According to a Financial Times report, U.S. oil companies could book more than $60 billion in additional revenue this year if crude prices remain elevated. 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 » Here's a look at some of the oil stocks poised to cash in on the surge in crude prices. The situation in the oil market Oil prices have spiked this year due to supply issues stemming from the war with Iran. The country has attacked oil tankers and oil infrastructure in the Persian Gulf. As a result, oil isn't flowing freely out of the region. That's a major issue since about 20% of global supplies flow out of the Persian Gulf through the Strait of Hormuz. The longer the Strait remains effectively closed to oil tankers, the higher crude prices could go. While crude prices could continue surging, the oil futures market expects the supply disruptions to be temporary. For example, while it costs over $100 a barrel for an oil futures contract with delivery in May, crude contracts that expire this fall are in the mid-to-low $80s. However, if oil flows out of the Gulf remain constrained, or Iran inflicts major damage to oil infras...
BlackJack3D Micron Technology ( MU ) is set to report quarterly results after Wednesday’s closing bell, with investors looking for another strong print from the memory chipmaker as demand tied to artificial intelligence infrastructure continues to expand. Against this backdrop of AI‑driven enthusiasm for semiconductors, below is a list of the top 10 chip related stocks above $2B market cap, ranked...
BlackJack3D Micron Technology ( MU ) is set to report quarterly results after Wednesday’s closing bell, with investors looking for another strong print from the memory chipmaker as demand tied to artificial intelligence infrastructure continues to expand. Against this backdrop of AI‑driven enthusiasm for semiconductors, below is a list of the top 10 chip related stocks above $2B market cap, ranked by their highest forward price‑to‑earnings ratios, along with their valuation grades. Intel Corporation ( INTC ) leads the list with a forward P/E ratio of 91.21, followed by Silicon Laboratories ( SLAB ) at 76.24 and Ambarella ( AMBA ) at 70.17. SiTime Corporation ( SITM ) and Allegro MicroSystems ( ALGM ) round out the top five. The list includes a diverse range of companies by market cap, from Intel’s massive $220.08 billion valuation to smaller players like Ambarella at $2.27 billion. Notably, most stocks on this list carry valuation grades in the “D” or “F” range, with Ambarella’s C- grade being the highest among the group. Monolithic Power Systems ( MPWR ), despite having the lowest forward P/E ratio on the list at 49.57, carries the lowest valuation grade at F. P/E FWD (forward price-to-earnings ratio) is a valuation multiple that compares a stock’s current share price to expected (forward-looking) earnings per share, typically based on analysts’ consensus estimates for the upcoming year. Here is the list: Intel Corporation ( INTC ), P/E fwd ratio: 91.21, Valuation Grade: D Silicon Laboratories ( SLAB ), P/E fwd ratio: 76.24, Valuation Grade: D Ambarella ( AMBA ), P/E fwd ratio: 70.17, Valuation Grade: C- SiTime ( SITM ), P/E fwd ratio: 66.69, Valuation Grade: D Allegro MicroSystems, ( ALGM ), P/E fwd ratio: 60.45, Valuation Grade: D- Lattice Semiconductor ( LSCC ), P/E fwd ratio: 58.91, Valuation Grade: D- Impinj ( PI ), P/E fwd ratio: 52.33, Valuation Grade: D- Astera Labs ( ALAB ), P/E fwd ratio: 51.75, Valuation Grade: D- FormFactor ( FORM ), P/E fwd ratio: 51.0...
BlackJack3D Micron Technology ( MU ) is set to report quarterly results after Wednesday’s closing bell, with investors looking for another strong print from the memory chipmaker as demand tied to artificial intelligence infrastructure continues to expand. Against this backdrop of AI‑driven enthusiasm for semiconductors, below is a list of the top 10 chip related stocks above $2B market cap, ranked...
BlackJack3D Micron Technology ( MU ) is set to report quarterly results after Wednesday’s closing bell, with investors looking for another strong print from the memory chipmaker as demand tied to artificial intelligence infrastructure continues to expand. Against this backdrop of AI‑driven enthusiasm for semiconductors, below is a list of the top 10 chip related stocks above $2B market cap, ranked by their highest forward price‑to‑earnings ratios, along with their valuation grades. Intel Corporation ( INTC ) leads the list with a forward P/E ratio of 91.21, followed by Silicon Laboratories ( SLAB ) at 76.24 and Ambarella ( AMBA ) at 70.17. SiTime Corporation ( SITM ) and Allegro MicroSystems ( ALGM ) round out the top five. The list includes a diverse range of companies by market cap, from Intel’s massive $220.08 billion valuation to smaller players like Ambarella at $2.27 billion. Notably, most stocks on this list carry valuation grades in the “D” or “F” range, with Ambarella’s C- grade being the highest among the group. Monolithic Power Systems ( MPWR ), despite having the lowest forward P/E ratio on the list at 49.57, carries the lowest valuation grade at F. P/E FWD (forward price-to-earnings ratio) is a valuation multiple that compares a stock’s current share price to expected (forward-looking) earnings per share, typically based on analysts’ consensus estimates for the upcoming year. Here is the list: Intel Corporation ( INTC ), P/E fwd ratio: 91.21, Valuation Grade: D Silicon Laboratories ( SLAB ), P/E fwd ratio: 76.24, Valuation Grade: D Ambarella ( AMBA ), P/E fwd ratio: 70.17, Valuation Grade: C- SiTime ( SITM ), P/E fwd ratio: 66.69, Valuation Grade: D Allegro MicroSystems, ( ALGM ), P/E fwd ratio: 60.45, Valuation Grade: D- Lattice Semiconductor ( LSCC ), P/E fwd ratio: 58.91, Valuation Grade: D- Impinj ( PI ), P/E fwd ratio: 52.33, Valuation Grade: D- Astera Labs ( ALAB ), P/E fwd ratio: 51.75, Valuation Grade: D- FormFactor ( FORM ), P/E fwd ratio: 51.0...
On February 17, 2026, VR Adviser, LLC disclosed in a U.S. Securities and Exchange Commission filing that it sold 5,845,915 shares of Ocular Therapeutix (NASDAQ:OCUL) , an estimated $71.01 million trade based on quarterly average pricing. According to a February 17, 2026, SEC filing , VR Adviser, LLC reduced its position in Ocular Therapeutix (NASDAQ:OCUL) by 5,845,915 shares during the fourth quar...
On February 17, 2026, VR Adviser, LLC disclosed in a U.S. Securities and Exchange Commission filing that it sold 5,845,915 shares of Ocular Therapeutix (NASDAQ:OCUL) , an estimated $71.01 million trade based on quarterly average pricing. According to a February 17, 2026, SEC filing , VR Adviser, LLC reduced its position in Ocular Therapeutix (NASDAQ:OCUL) by 5,845,915 shares during the fourth quarter. The estimated transaction value is $70.96 million based on the average closing share price for the quarter. The quarter-end value of the position fell by $65.05 million, reflecting both the sale and changes in the stock’s price during the period. Ocular Therapeutix is a clinical-stage biopharmaceutical company specializing in innovative drug delivery solutions for eye diseases. The company combines proprietary hydrogel technology with established and novel therapeutics to address unmet medical needs in ophthalmology. Its strategic collaborations and diversified pipeline position it to compete in the high-growth ophthalmic pharmaceutical market. Continue reading
AMD is reportedly working on two refreshed Ryzen 9000-series processors for its AM5 platform, boasting a slight increase in frequency and power budget over their predecessors. According to leaker @g01d3nm4ng0 on X, the Ryzen 5 9650X and Ryzen 7 9750X maintain the same core counts as their predecessors, focusing instead on boosting the clock speeds and TDP. In the same way that AMD’s Ryzen 7 9850X3...
AMD is reportedly working on two refreshed Ryzen 9000-series processors for its AM5 platform, boasting a slight increase in frequency and power budget over their predecessors. According to leaker @g01d3nm4ng0 on X, the Ryzen 5 9650X and Ryzen 7 9750X maintain the same core counts as their predecessors, focusing instead on boosting the clock speeds and TDP. In the same way that AMD’s Ryzen 7 9850X3D is a mere refresh of the Ryzen 7 9800X3D, its Ryzen 5 9650X and Ryzen 7 9750X also look like they’ll be refreshes of the Ryzen 5 9600X and Ryzen 7 9700X. To be more specific, the Ryzen 5 9650X reportedly keeps the same six Zen 5 cores with 32MB of L3 cache, but bumps the base clock to 4.3GHz and boost clock to 5.5GHz. These represent 400MHz and 100MHz uplifts respectively compared to its predecessor, and should allow it to deliver slightly higher performance, especially in single-threaded workloads. To ensure the cores are well fed, the power budget is also apparently seeing an increase to 120W. As a reminder, the Ryzen 5 9600X debuted with a 65W TDP, but later AMD added a 105W BIOS option for those who wanted more performance. The same apparently goes for the Ryzen 7 9750X, which looks set to retain an 8-core design – likely using a single CCD – alongside 32MB of L3 cache, but sees its base and boost frequencies jump to 4.2GHz and 5.6GHz respectively. Again, these represent 400MHz and 100MHz increases to the base and boost clocks compared to the Ryzen 7 9700X. As with the Ryzen 5 9650X, the Ryzen 7 9750X’s TDP also appears to gain more headroom, now apparently sitting at 120W, instead of the 65W (and later 105W BIOS mode) of its predecessor. Model Ryzen 5 9600X Ryzen 5 9650X (rumour) Ryzen 7 9700X Ryzen 7 9750X (rumour) Cores/Threads 6/12 6/12 8/16 8/16 Base Clock 3.9GHz 4.3GHz 3.8GHz 4.2GHz Boost Clock 5.4GHz 5.5GHz 5.5GHz 5.6GHz L3 Cache 32MB 32MB 32MB 32MB TDP 65W 120W 65W 120W While your CPU’s power budget can be raised manually via the BIOS, as we explained in our P...
Alibaba (BABA) will release financial results for the quarter ended Dec. 31 tomorrow, Thursday, March 19. Ahead of the announcement, BABA stock has pulled back significantly, declining 29% from its 52-week high of $192.67. One of the primary factors behind the recent weakness in BABA’s stock price is rising capital expenditures, particularly in artificial intelligence (AI) and quick commerce. Incr...
Alibaba (BABA) will release financial results for the quarter ended Dec. 31 tomorrow, Thursday, March 19. Ahead of the announcement, BABA stock has pulled back significantly, declining 29% from its 52-week high of $192.67. One of the primary factors behind the recent weakness in BABA’s stock price is rising capital expenditures, particularly in artificial intelligence (AI) and quick commerce. Increased spending has raised concerns about near-term profitability. However, these investments are also supporting strong momentum in Alibaba’s cloud and AI segments, which are key drivers of its growth and could potentially offset current headwinds. At the same time, broader concerns about a slowdown in Chinese consumer spending have weighed on investors’ sentiment. Any softness in consumer spending could hurt Alibaba’s e-commerce business, which remains a significant driver of its growth. Despite these challenges, Alibaba’s prospects remain solid. Management’s elevated spending is largely focused on strengthening competitive positioning in AI and expanding into higher-value growth areas. Over time, these initiatives will likely enhance scale, deepen the company’s ecosystem, and diversify its revenue base, supporting more sustainable growth. Moreover, a recent Bloomberg report highlights that Alibaba is increasing prices for its AI computing and storage products by as much as 34% to capitalize on demand. This includes price hikes of 5% to 34% for its T-Head AI computing chips, as well as a roughly 30% increase in its Cloud Parallel File Storage services. These measures could help offset higher costs and provide incremental support to revenue and margins in the coming quarters. Alibaba Earnings Preview: Growth Driven by Cloud, AI, and Quick Commerce Alibaba is expected to deliver a solid quarter supported by sustained demand across its cloud computing and AI businesses. The Chinese tech giant’s recent financial results indicate acceleration in growth momentum. During the last...
Saving for retirement is crucial because most people don't have a pension, and Social Security replaces only 40% of pre-retirement income. Since I know how important it is to save for my future, I've set aggressive savings goals and I'm working on building a big nest egg that will help me retire at a reasonable age. Unfortunately, accomplishing my goals will be a little harder than it had to be. T...
Saving for retirement is crucial because most people don't have a pension, and Social Security replaces only 40% of pre-retirement income. Since I know how important it is to save for my future, I've set aggressive savings goals and I'm working on building a big nest egg that will help me retire at a reasonable age. Unfortunately, accomplishing my goals will be a little harder than it had to be. That's because I made a retirement mistake early on that I'm still paying for today. This was my biggest retirement savings mistake The big retirement savings mistake happened when I was in my 20s. Specifically, when I started working, I was focused on things like paying off my student loans and saving for a house. As a result, I put off investing as much as I should have in my retirement plans. In my first couple of jobs, I invested either nothing at all or just enough to get the company's 401(k) match. Unfortunately, I hadn't actually taken the time to consider when I wanted to retire, how much money I would need, or what my goals would be, so I had no idea how much I actually should be putting into my retirement plans. I also didn't really consider whether I should be investing in a 401(k) or looking into a traditional or Roth IRA, so I was not effectively working to set myself up for financial security. Why was this such a big retirement savings mistake? Unfortunately, because I was late in getting started investing, I lost a good number of years when I left returns I should have been earning on the table. And this affected the amount of compound growth I can benefit from. When you start investing, your money (ideally) earns returns that can go back into your account and be used to buy more assets. Since your principal balance grows when these returns are reinvested, you now have a larger pot of money that is working for you. So, even if your investments perform the same the next year, you'll still earn higher returns because you have more money invested. The sooner you ...
Key Points Saving for retirement is essential because Social Security replaces only around 40% of pre-retirement benefits. Investing early is one of the best ways to ensure you have enough saved for retirement. Since I waited to start saving, it will cost me more to end up with the same amount of money. The $23,760 Social Security bonus most retirees completely overlook › Saving for retirement is ...
Key Points Saving for retirement is essential because Social Security replaces only around 40% of pre-retirement benefits. Investing early is one of the best ways to ensure you have enough saved for retirement. Since I waited to start saving, it will cost me more to end up with the same amount of money. The $23,760 Social Security bonus most retirees completely overlook › Saving for retirement is crucial because most people don't have a pension, and Social Security replaces only 40% of pre-retirement income. Since I know how important it is to save for my future, I've set aggressive savings goals and I'm working on building a big nest egg that will help me retire at a reasonable age. Unfortunately, accomplishing my goals will be a little harder than it had to be. That's because I made a retirement mistake early on that I'm still paying for today. 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 » This was my biggest retirement savings mistake The big retirement savings mistake happened when I was in my 20s. Specifically, when I started working, I was focused on things like paying off my student loans and saving for a house. As a result, I put off investing as much as I should have in my retirement plans. In my first couple of jobs, I invested either nothing at all or just enough to get the company's 401(k) match. Unfortunately, I hadn't actually taken the time to consider when I wanted to retire, how much money I would need, or what my goals would be, so I had no idea how much I actually should be putting into my retirement plans. I also didn't really consider whether I should be investing in a 401(k) or looking into a traditional or Roth IRA, so I was not effectively working to set myself up for financial security. Why was this such a big retirement savings mistake? Unfortunately, because I was late...
The key factor driving the bull case for AppLovin APP is its expansion beyond gaming into e-commerce using its proven AXON 2.0 engine. While the company is already executing strongly in mobile gaming, the real question is whether this same model can scale into a much larger and more competitive domain. Management has made it clear that e-commerce is now a strategic priority. This shift appears wel...
The key factor driving the bull case for AppLovin APP is its expansion beyond gaming into e-commerce using its proven AXON 2.0 engine. While the company is already executing strongly in mobile gaming, the real question is whether this same model can scale into a much larger and more competitive domain. Management has made it clear that e-commerce is now a strategic priority. This shift appears well-timed, as digital commerce advertising is expected to grow significantly over the next decade. What strengthens the thesis is that AppLovin is not entering this space with an untested product; it is deploying AXON 2.0, which has already demonstrated strong performance in optimizing ad spend and driving returns for gaming advertisers. To frame the opportunity, it helps to look at Alphabet GOOGL and Meta Platforms META. Alphabet has built a dominant position in search-driven advertising, with the company continuously refining its AI models to improve targeting and conversion. Alphabet’s scale and data advantage make it a formidable competitor in any ad-driven vertical. Similarly, Meta Platforms has mastered performance advertising across social platforms. Meta Platforms leverages deep user engagement and AI-driven recommendations to deliver measurable outcomes for advertisers. It continues to expand its commerce integrations, reinforcing its leadership in digital ads. For AppLovin, the opportunity lies in carving out a differentiated niche. If AXON 2.0 can replicate its gaming success in e-commerce, the company could evolve from a single-engine growth story into a more diversified advertising platform. That transition would not only expand its total addressable market but also improve business resilience. While execution risks remain, especially in a highly competitive space, success in e-commerce could position AppLovin as a credible third force alongside established giants, fundamentally reshaping its long-term growth narrative. APP’s Price Performance, Valuation, and Est...
Celestica Inc. CLS has joined hands with Advanced Micro Devices, Inc. AMD to power the new Helios rack-scale artificial intelligence (AI) platform. The partnership brings together Celestica’s engineering, manufacturing and supply chain expertise with AMD’s high-performance computing to accelerate large-scale AI deployments. Per the agreement, Celestica will lead the research, development, design a...
Celestica Inc. CLS has joined hands with Advanced Micro Devices, Inc. AMD to power the new Helios rack-scale artificial intelligence (AI) platform. The partnership brings together Celestica’s engineering, manufacturing and supply chain expertise with AMD’s high-performance computing to accelerate large-scale AI deployments. Per the agreement, Celestica will lead the research, development, design and production of scale-up networking switches for the platform. Built on the Open Compute Project (OCP) & Open-Rack-Wide (ORW) form factor, these switches will enable high-speed interconnectivity for AMD’s next-generation Instinct MI450 Series GPUs. It will also integrate advanced networking silicon and the Ultra Accelerator Link over Ethernet (UALoE) architecture to ensure optimized performance for large-scale AI clusters. The switches will support deployments of the Helios platform across cloud, enterprise and research environments, meeting the growing need for efficient and flexible AI infrastructure. Its open-standards design will speed up AI adoption and strengthen supply chains for organizations investing in AI. The collaboration strengthens Celestica’s position as a key provider of advanced data center and AI networking solutions. With its growing role in next-generation AI platforms and strong switch portfolio, the company is well placed to benefit from rising demand in the global AI and hyperscale computing market. How Are Competitors Advancing in AI Networking Switches Portfolio? Celestica faces competition from Arista Networks, Inc. ANET and NVIDIA Corporation NVDA. Arista is expanding its AI networking switch portfolio with faster 800G Ethernet switches to support large AI data-center clusters. Arista recently signed a multi-source agreement to develop a new liquid-cooled AI optics module, XPO, to improve network performance. NVIDIA is strengthening its AI networking switch business by developing high-bandwidth Ethernet switches, such as the Spectrum-X platform,...