Microsoft’s annual developer conference is kicking off on June 2nd in San Francisco with the keynote presentation streaming live at 12:30PM ET / 9:30AM PT, and we will be following along here with everything as it’s announced. The Verge ’s Tom Warren reports that we can expect to hear about new AI models and agentic OpenClaw-like tools, plus a Copilot “super app” to go along with some of the major...
Microsoft’s annual developer conference is kicking off on June 2nd in San Francisco with the keynote presentation streaming live at 12:30PM ET / 9:30AM PT, and we will be following along here with everything as it’s announced. The Verge ’s Tom Warren reports that we can expect to hear about new AI models and agentic OpenClaw-like tools, plus a Copilot “super app” to go along with some of the major changes to Windows 11 that have already started appearing. Microsoft just announced the new Surface Laptop Ultra , powered by Nvidia’s RTX Spark, so there could be more Windows on ARM news in store. Follow along here for the latest news and updates. How to watch Microsoft’s Build 2026 conference Microsoft to unveil new AI models and Windows improvements at Build Microsoft’s big developer conference returns to San Francisco in June
On this episode of Stock Movers with Alexis Christoforous: - Victoria's Secret (VSXY) shares are soaring after the lingerie maker, now trading under symbol VSXY, reports profit metrics and net sales for its first quarter that topped expectations, including adjusted operating income that was nearly twice the consensus estimate. Management boosted its annual forecasts. - Hewlett Packard Enterprise (...
On this episode of Stock Movers with Alexis Christoforous: - Victoria's Secret (VSXY) shares are soaring after the lingerie maker, now trading under symbol VSXY, reports profit metrics and net sales for its first quarter that topped expectations, including adjusted operating income that was nearly twice the consensus estimate. Management boosted its annual forecasts. - Hewlett Packard Enterprise (HPE) shares are higher in early trading after the company gave an outlook for annual sales that topped estimates, citing massive growth in AI-fueled demand for its servers and networking. - Marvell Technology (MRVL) is rising after Nvidia Corp.'s Jensen Huang predicted the company will hit a $1 trillion valuation. Huang said Marvell's valuation will soar now that the age of "useful AI has arrived", and was joined by Marvell CEO Matt Murphy on stage at Computex trade show in Taipei. (Source: Bloomberg)
Jeff Aronson was working as a lawyer at LF Rothschild when the 1987 stock market crash put the firm out of business. In this conversation with David Rubenstein, the Centerbridge Co-Founder explains how that setback led him to a career in investing and eventually to Angelo Gordon. Aronson sits down with David Rubenstein for the premiere episode of Bloomberg Wealth Season 6. This interview was recor...
Jeff Aronson was working as a lawyer at LF Rothschild when the 1987 stock market crash put the firm out of business. In this conversation with David Rubenstein, the Centerbridge Co-Founder explains how that setback led him to a career in investing and eventually to Angelo Gordon. Aronson sits down with David Rubenstein for the premiere episode of Bloomberg Wealth Season 6. This interview was recorded April 28 in New York. (Source: Bloomberg)
On this episode of Stock Movers with Alexis Christoforous: - Victoria's Secret (VSXY) shares are soaring after the lingerie maker, now trading under symbol VSXY, reports profit metrics and net sales for its first quarter that topped expectations, including adjusted operating income that was nearly twice the consensus estimate. Management boosted its annual forecasts. - Hewlett Packard Enterprise (...
On this episode of Stock Movers with Alexis Christoforous: - Victoria's Secret (VSXY) shares are soaring after the lingerie maker, now trading under symbol VSXY, reports profit metrics and net sales for its first quarter that topped expectations, including adjusted operating income that was nearly twice the consensus estimate. Management boosted its annual forecasts. - Hewlett Packard Enterprise (HPE) shares are higher in early trading after the company gave an outlook for annual sales that topped estimates, citing massive growth in AI-fueled demand for its servers and networking. - Marvell Technology (MRVL) is rising after Nvidia Corp.'s Jensen Huang predicted the company will hit a $1 trillion valuation. Huang said Marvell's valuation will soar now that the age of "useful AI has arrived", and was joined by Marvell CEO Matt Murphy on stage at Computex trade show in Taipei.
A screen of U.S. mid-cap stocks identified Houlihan Lokey ( HLI ), Ensign Group ( ENSG ), and Murphy USA ( MUSA ) among the market's least attractively valued names. The valuation grade compares how expensive or cheap a stock is relative to others in its sector. It is based on a combination of valuation metrics such as P/E, PEG, price to sales, and price to cash flow, using both current and forwar...
A screen of U.S. mid-cap stocks identified Houlihan Lokey ( HLI ), Ensign Group ( ENSG ), and Murphy USA ( MUSA ) among the market's least attractively valued names. The valuation grade compares how expensive or cheap a stock is relative to others in its sector. It is based on a combination of valuation metrics such as P/E, PEG, price to sales, and price to cash flow, using both current and forward estimates. The overall valuation grade is derived from a comparison of all underlying metrics and reflects how attractively the stock is priced compared to its sector peers. U.S. mid-cap stocks with the least attractive valuations (market cap $2B and $10B): Houlihan Lokey ( HLI ): Valuation Grade F The Ensign Group ( ENSG ): Valuation Grade F Murphy USA ( MUSA ): Valuation Grade F FirstCash ( FCFS ): Valuation Grade F American Healthcare REIT ( AHR ): Valuation Grade F Argan ( AGX ): Valuation Grade F Bruker ( BRKR ): Valuation Grade F CAVA Group ( CAVA ): Valuation Grade F Ormat Technologies ( ORA ): Valuation Grade F Bio-Techne ( TECH ): Valuation Grade F Related stories CAVA Group, Inc. (CAVA) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript Bruker: Earnings Recovery Priced In, Growth Still Missing CAVA Group: Why A Stellar Q1 Doesn't Justify A 150x Multiple Ensign buys two healthcare facilities in Iowa and California These 10 mid-cap U.S. healthcare companies carry the market's most expensive valuations
Alistair Berg Recent analyst actions highlight notable upgrades for Sea Limited ( SE ) and Yum! Brands ( YUM ), with analysts pointing to attractive valuations and strategic catalysts. Paul Franke upgraded Sea Limited based on a compelling GARP setup and a massive cash position. On the downgrade front, two semiconductor names are facing increased scrutiny. Oliver Rodzianko moved Marvell Technology...
Alistair Berg Recent analyst actions highlight notable upgrades for Sea Limited ( SE ) and Yum! Brands ( YUM ), with analysts pointing to attractive valuations and strategic catalysts. Paul Franke upgraded Sea Limited based on a compelling GARP setup and a massive cash position. On the downgrade front, two semiconductor names are facing increased scrutiny. Oliver Rodzianko moved Marvell Technology ( MRVL ) to Hold after the stock surged 125%, citing stretched valuations despite strong AI-driven fundamentals. Meanwhile, The Techie downgraded Intel ( INTC ) to Sell as Nvidia’s entry into the consumer PC processor market threatens what was Intel’s last defensible moat. Upgrades Sea Limited ( SE ): Upgrade to Buy by Paul Franke . The analyst cites a compelling Growth at a Reasonable Price and PEG setup, supported by a bottoming chart pattern and robust fundamentals including a $10.5 billion cash position and near 9.5% free cash flow yield at $90 per share. “Putting a Buy rating on shares seems pretty obvious to me, after reviewing all of the valuation ideas in aggregate. The A+ balance sheet, monster free cash flow generation, still well above-average growth rate, all available at a lower than typical valuation, highlight a truly bullish investment story.” Yum! Brands ( YUM ): Upgrade to Buy by Pedro Goulart . The upgrade is driven by exclusive talks to sell Pizza Hut to LongRange Capital, with potential deal value estimated at $3.6–$4.3 billion, which could significantly deleverage the company and enable aggressive capital returns. “Yum! would likely use the proceeds from the Pizza Hut sale to deleverage its balance sheet. And, since I'm still leaning towards something close to ~$3.8 to $4 billion here, I think it's worth taking a look at what they can do here.” Downgrades Marvell Technology ( MRVL ): Downgrade Strong Buy to Hold by Oliver Rodzianko . Despite strong AI-driven data center revenue growth and record Q1 operating cash flow, the stock’s 125% surge has pushe...
Board, the startup building what it calls "together tech" designed to bring people into the same room, has closed a Series A led by Union Square Ventures.
Board, the startup building what it calls "together tech" designed to bring people into the same room, has closed a Series A led by Union Square Ventures.
The world's largest exchange-traded fund, SPDR S&P 500 ETF Trust ( SPY ), saw inflows of $4.05B for the week ended May 29, while its price rose 0.78%. On the other hand, iShares Bitcoin Trust ETF ( IBIT ) saw outflows of $967.11M last week, while Bitcoin ( BTC-USD ) price slipped 2.70% during the same period. SPDR Gold Shares ETF ( GLD ) posted outflows totaling $811.94M this week, while GLD price...
The world's largest exchange-traded fund, SPDR S&P 500 ETF Trust ( SPY ), saw inflows of $4.05B for the week ended May 29, while its price rose 0.78%. On the other hand, iShares Bitcoin Trust ETF ( IBIT ) saw outflows of $967.11M last week, while Bitcoin ( BTC-USD ) price slipped 2.70% during the same period. SPDR Gold Shares ETF ( GLD ) posted outflows totaling $811.94M this week, while GLD prices fell 0.75% during the week. iShares Silver Trust ETF ( SLV ) also recorded outflows of $227.93M during the week. Last week’s inflows/outflows The 11 S&P 500 sector tracking ETFs collectively recorded inflows of about $698.28M last week, according to data from etfdb.com. The largest inflows were seen in the Consumer Discretionary Select Sector SPDR Fund ( XLY ), totaling $661.99M, followed by the Consumer Staples Select Sector SPDR Fund ( XLP ) with $245.10M in inflows and the Technology Select Sector SPDR Fund ( XLK ), which recorded $186.01M in inflows. The majority of the sectors recorded inflows during the week. On the other hand, the largest sector outflows were led by the Energy Select Sector SPDR Fund ( XLE ), which recorded $214.67M in outflows, followed by the Financial Select Sector SPDR Fund ( XLF ) with $193.35M and the Health Care Select Sector SPDR Fund ( XLV ) at $129.28M in outflows. Breakdown of S&P 500 sector fund flows: Name of Fund Ticker Flows Consumer Discretionary Select Sector SPDR Fund ( XLY ) $661.99M Consumer Staples Select Sector SPDR Fund ( XLP ) $245.10M Technology Select Sector SPDR Fund ( XLK ) $186.01M Utilities Select Sector SPDR Fund ( XLU ) $114.49M Industrial Select Sector SPDR Fund ( XLI ) $86.69M Real Estate Select Sector SPDR Fund ( XLRE ) $64.68M Materials Select Sector SPDR Fund ( XLB ) ($53.45M) Communication Services Select Sector SPDR Fund ( XLC ) ($69.93M) Health Care Select Sector SPDR Fund ( XLV ) ($129.28M) Financial Select Sector SPDR Fund ( XLF ) ($193.35M) Energy Select Sector SPDR Fund ( XLE ) ($214.67M) Click to enlarge...