Microsoft (NASDAQ: MSFT) stock is moving lower in Tuesday's trading and taking part in a broader pullback for category-leading artificial intelligence software stocks. The company's share price was down 4.1% as of 3:30 p.m. ET. Microsoft's share price is retreating in response to a new executive order signed by President Donald Trump that encourages companies to take part in a new AI software revi...
Microsoft (NASDAQ: MSFT) stock is moving lower in Tuesday's trading and taking part in a broader pullback for category-leading artificial intelligence software stocks. The company's share price was down 4.1% as of 3:30 p.m. ET. Microsoft's share price is retreating in response to a new executive order signed by President Donald Trump that encourages companies to take part in a new AI software review program. While participation in the program is voluntary, investors are having a negative reaction to the order. Image source: Getty Images. Continue reading
Sundry Photography FedEx Freight Holding Company ( FDX ) is being sized up by analysts and investors after making its trading debut this week. Truist was one of the first firms to come in with ratings coverage on FedEx Freight (DFXF). The firm started off FedEx Freight ( FDXF ) with a Hold rating and price target of $155 PT. Analyst Lucas Servera said Truist could look to become more constructive ...
Sundry Photography FedEx Freight Holding Company ( FDX ) is being sized up by analysts and investors after making its trading debut this week. Truist was one of the first firms to come in with ratings coverage on FedEx Freight (DFXF). The firm started off FedEx Freight ( FDXF ) with a Hold rating and price target of $155 PT. Analyst Lucas Servera said Truist could look to become more constructive on the LTL stock if management demonstrates a credible path toward profitability levels more consistent with historical peak performance. "In our view, evidence of stronger network utilization, accelerating industrial demand, or operating margin targets moving closer to prior peak levels would likely support a more favorable risk/reward profile. As such, until we have greater visibility that the company can achieve these metrics, we prefer to remain on the sidelines," wrote Servera. On Seeking Alpha, analyst Gytis Zizys also has a Hold rating in place on FedEx Freight ( FDXF ). He said he wants to see information properly split and transparent before committing any capital here. Shares of FedEx Freight ( FDXF ) rose 1.3% in trading on Tuesday. The market cap on the stock is $17.9B, which is below the market cap of major LTL carriers Old Dominion Freight Line ( ODFL ) and XPO ( XPO ), but above the caps for Saia ( SAIA ), TFI International ( TFII ), ArcBest ( ARCB ), and Knight-Swift ( KNX ). More on FedEx Freight Holding Company, Inc. FedEx Freight: Spinoff Makes Sense, But I Need More Numbers Can self-driving tech power the new FedEx Freight? FedEx Freight begins trading after spinning off from FedEx Historical earnings data for FedEx Freight Holding Company, Inc. Financial information for FedEx Freight Holding Company, Inc.
A screen of U.S. mid-cap consumer discretionary stocks highlights CAVA Group ( CAVA ), Murphy USA ( MUSA ), and Wingstop ( WING ) among the least attractively valued names based on valuation grades. 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 fl...
A screen of U.S. mid-cap consumer discretionary stocks highlights CAVA Group ( CAVA ), Murphy USA ( MUSA ), and Wingstop ( WING ) among the least attractively valued names based on valuation grades. 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. Least attractively valued mid-cap consumer discretionary stocks by valuation grade: CAVA Group ( CAVA ): Valuation Grade F Choice Hotels ( CHH ): Valuation Grade F Acushnet Holdings ( GOLF ): Valuation Grade F Installed Building Products ( IBP ): Valuation Grade F Monarch Casino & Resort ( MCRI ): Valuation Grade F Murphy USA ( MUSA ): Valuation Grade F QuantumScape ( QS ): Valuation Grade F Wingstop ( WING ): Valuation Grade F Cheesecake Factory ( CAKE ): Valuation Grade D- Churchill Downs ( CHDN ): Valuation Grade D- More on Oddity Tech Ltd. (ODD) Q1 2026 Earnings Call Transcript Signet Jewelers Limited (SIG) Q1 2027 Earnings Call Transcript Travel + Leisure Co. (TNL) Presents at 4th Annual Morgan Stanley Travel & Leisure Conference Transcript SA analyst upgrades/downgrades: INTC, SE, MRVL, YUM Weekly ETFs: Five of 11 sectors record outflows; consumer discretionary leads inflows
SAN FRANCISCO, June 02, 2026--Microsoft Build—New Relic, the Intelligent Observability Company, is at Microsoft Build 2026 this week to showcase innovations from its longstanding strategic partnership with Microsoft and celebrate recent sales momentum. New Relic continues to see strong customer demand with Microsoft evidenced by strong double-digit year-over-year growth of committed bookings throu...
SAN FRANCISCO, June 02, 2026--Microsoft Build—New Relic, the Intelligent Observability Company, is at Microsoft Build 2026 this week to showcase innovations from its longstanding strategic partnership with Microsoft and celebrate recent sales momentum. New Relic continues to see strong customer demand with Microsoft evidenced by strong double-digit year-over-year growth of committed bookings through the Microsoft Azure Marketplace for the period ending March 31, 2026.
Microsoft Build 2026 -- Causaly today announced a collaboration with Microsoft at Microsoft Build 2026 that brings scientific computation and scientific interpretation together into a single, evidence-grounded workflow for life sciences R&D. The solution combines Microsoft Discovery's enterprise-scale analytics, prediction, and simulation with Causaly's knowledge-graph reasoning across internal an...
Microsoft Build 2026 -- Causaly today announced a collaboration with Microsoft at Microsoft Build 2026 that brings scientific computation and scientific interpretation together into a single, evidence-grounded workflow for life sciences R&D. The solution combines Microsoft Discovery's enterprise-scale analytics, prediction, and simulation with Causaly's knowledge-graph reasoning across internal and external scientific sources. Together, they move R&D teams from computational signal to cited, def
When S&P Global (NYSE: SPGI) , one of the world's largest financial data companies, posted its first-quarter earnings report on April 28, many investors focused on the recently spin-off of its Mobility unit, which provides automotive data, into a new company that will start trading independently on July 1. That divestment should streamline S&P Global's core business, while freeing up more resource...
When S&P Global (NYSE: SPGI) , one of the world's largest financial data companies, posted its first-quarter earnings report on April 28, many investors focused on the recently spin-off of its Mobility unit, which provides automotive data, into a new company that will start trading independently on July 1. That divestment should streamline S&P Global's core business, while freeing up more resources to upgrade its generative AI services for analyzing financial data. However, fewer investors seemed to notice its 25% year-over-year growth in Private Credit revenue in its Ratings segment. That outpaced the company's 10% growth in adjusted revenue for the quarter, and gives investors a much clearer look into the private credit market. Image source: Getty Images. Continue reading
Intel plans to launch its new Crescent Island AI data center GPU by the end of 2026 as it aims to directly challenge Nvidia and AMD in the high-performance computing market for AI infrastructure.
Intel plans to launch its new Crescent Island AI data center GPU by the end of 2026 as it aims to directly challenge Nvidia and AMD in the high-performance computing market for AI infrastructure.
jetcityimage GE Aerospace ( GE ) on Tuesday said it completed ground testing of a megawatt-class hybrid-electric propulsion system developed under a NASA-funded program, marking a key milestone as the company prepares for future flight demonstrations of the technology. The test validated a fully integrated hybrid-electric engine system that combines electric propulsion components with a convention...
jetcityimage GE Aerospace ( GE ) on Tuesday said it completed ground testing of a megawatt-class hybrid-electric propulsion system developed under a NASA-funded program, marking a key milestone as the company prepares for future flight demonstrations of the technology. The test validated a fully integrated hybrid-electric engine system that combines electric propulsion components with a conventional gas turbine engine. The system included electric motor-generators, power electronics, control systems, propellers, gearboxes, batteries and a CT7 aircraft engine. The testing was conducted at GE Aerospace's Peebles Test Operation facility in Ohio. Megawatt-class hybrid electric engine system (GE Aerospace) The milestone is significant for investors because it demonstrates progress in one of aviation's most closely watched long-term technology transitions. While hybrid-electric propulsion is unlikely to generate meaningful revenue in the near term, successful testing could strengthen GE Aerospace's ( GE ) position in next-generation aircraft propulsion as airlines, manufacturers and regulators seek technologies that improve fuel efficiency and reduce emissions. The work also supports the company's broader research efforts tied to future commercial aircraft programs that could emerge in the next decade. According to the company, engineers simulated multiple phases of flight, including taxi, takeoff, climb and cruise operations. The hybrid-electric system both powered the propeller and generated electricity that could be directed to onboard batteries during testing. The project is part of NASA's Electrified Powertrain Flight Demonstration initiative, which was launched to accelerate development of electrified aircraft technologies for future single-aisle commercial aircraft. Hybrid-electric propulsion combines a traditional gas turbine engine with electric power systems, allowing power demands to be managed differently throughout a flight. The approach is being studied as a...
sasirin pamai/iStock via Getty Images Fund performance The Fund fell by 0.10% over the quarter on a net asset value basis, lagging the net return of 1.33% from the ASX 200 Index. The relative underperformance was due to the overweight position and weak stock selection in healthcare, along with weak selection in materials. 1 Healthcare was the largest detractor because of its overweight position ag...
sasirin pamai/iStock via Getty Images Fund performance The Fund fell by 0.10% over the quarter on a net asset value basis, lagging the net return of 1.33% from the ASX 200 Index. The relative underperformance was due to the overweight position and weak stock selection in healthcare, along with weak selection in materials. 1 Healthcare was the largest detractor because of its overweight position against the benchmark, as investors continued to favour cyclical and commodity-exposed areas of the market, while higher bond yields weighed on premium healthcare valuations. Among our holdings, Cochlear's ( CHEOF ) shares fell sharply, reflecting concerns over procedure volumes and the company's near-term earnings visibility. Other healthcare stocks, including Pro Medicus ( PMCUF ) and ResMed ( RMD ), also detracted amid broader weakness in medical technology stocks. In materials, stock selection detracted significantly from performance despite the strength in bulk commodities and energy-linked stocks. Northern Star Resources ( NESRF ) declined after the company cut its production guidance for financial year 2026, citing persistent operational challenges at the KCGM mill and declining productivity at the Jundee operation. Capstone Copper was affected by lower-than-forecast 2026 production guidance, temporary labour strikes at the Mantoverde mine in Chile, and a technical pullback in copper prices from recent highs. We continue to have conviction in both these stocks over the medium-to-long term, as we believe their growth prospects are mispriced. Cumulative and annualized total return as of April 30, 2026 (%) NAV Market Price ASX 200 Net Index 10 Years (p.a.) 8.44 8.48 8.39 5 Years (p.a.) 6.12 3.40 6.58 3 Years (p.a.) 10.56 11.11 12.54 1 Year 13.90 15.35 23.49 Year to date 3.96 2.96 8.35 3 months -0.10 -4.78 1.33 1 month 5.56 6.68 7.26 Click to enlarge PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Investment returns and principal value will fluctuate and shares, when s...
Digital Turbine公司日前宣布推出Launchpad，这是一个统一的应用分发平台，旨在支持跨设备、应用内及直接安装体验的现代化应用发现与分发。 随着获客成本上升、应用分发日趋集中，开发者正在寻求更灵活、更高效的方式触达用户，同时保持对增长、用户参与和变现的更大控制权。Launchpad统一了DT在运营商和OEM集成、SingleTap无摩擦安装、直接应用关系等方面的分发基础设施，覆盖全...
Olemedia/E+ via Getty Images SQM ( SQM ) down 3.4% in Tuesday's trading as J.P. Morgan downgrades the Chilean supplier of plant nutrients, lithium, and industrial chemicals to Neutral from Overweight with a $100 price target, seeing limited upside to lithium prices after an impressive run since November, adjusting for a much tighter market and driven by growing BESS demand. Despite still modeling ...
Olemedia/E+ via Getty Images SQM ( SQM ) down 3.4% in Tuesday's trading as J.P. Morgan downgrades the Chilean supplier of plant nutrients, lithium, and industrial chemicals to Neutral from Overweight with a $100 price target, seeing limited upside to lithium prices after an impressive run since November, adjusting for a much tighter market and driven by growing BESS demand. Despite still modeling a supply-demand deficit for the next couple of years, which means lithium prices likely will remain above the long-term price of $18K/ton, JPM analyst Lucas Ferreira says he is starting to see some short-term rebound in inventories in China after a big drawdown over the last few months. Now that domestic Chinese inventories are rebounding, lithium buyers are mentioning somediscomfort with current price levels, Ferreira says; due to a forecast market deficit, the analyst also does not expect prices to decline materially from current levels. While liking the overall market dynamics and trends, the analyst thinks SQM's ( SQM ) upside is now more limited than that seen at year-end 2025. More on Sociedad Quimica y Minera de Chile Sociedad Química y Minera de Chile: Q1 Results, Fundamentals Justify Sharp Upgrade Sociedad Química y Minera de Chile: Can The Momentum Continue? (Downgrade) Sociedad Química y Minera de Chile Q1 2026 Earnings Call Presentation
Tesla bull Ross Gerber just took a sharp swing at Bitcoin (BTC). This comes at a time when "king crypto" has slipped below its $70,000 mark for the first time since April, while its rival, gold, continues to hold the fort in green. Gerber is the co-founder and CEO of Gerber Kawasaki Wealth ...
Tesla bull Ross Gerber just took a sharp swing at Bitcoin (BTC). This comes at a time when "king crypto" has slipped below its $70,000 mark for the first time since April, while its rival, gold, continues to hold the fort in green. Gerber is the co-founder and CEO of Gerber Kawasaki Wealth ...
Microsoft just kicked off Build 2026 with a keynote from CEO Satya Nadella and other company leaders. As expected, it was filled with announcements, ranging from new Surface hardware to an always-on personal assistant and updates across Microsoft's in-house AI models. If you didn't watch the event live, you can catch up on all the latest news in the roundup below. A mini Surface PC designed for AI...
Microsoft just kicked off Build 2026 with a keynote from CEO Satya Nadella and other company leaders. As expected, it was filled with announcements, ranging from new Surface hardware to an always-on personal assistant and updates across Microsoft's in-house AI models. If you didn't watch the event live, you can catch up on all the latest news in the roundup below. A mini Surface PC designed for AI development The Surface RTX Spark Dev Box is geared toward developers who want to run local AI models on their device, serving as a substitute for Qualcomm's canceled dev kit . It comes equipped with Nvidia's new Arm-based Spark RTX chip and 128G … Read the full story at The Verge.