Analysts Have Conflicting Sentiments on These Technology Companies: TSMC (TSM), Aehr Test Systems (AEHR) and Palantir Technologies (PLTR) The Globe and Mail
Analysts Have Conflicting Sentiments on These Technology Companies: TSMC (TSM), Aehr Test Systems (AEHR) and Palantir Technologies (PLTR) The Globe and Mail
SlavkoSereda/iStock via Getty Images Crude oil futures sank more than 10% Friday after Iran's foreign minister declared the Strait of Hormuz " completely open " for commercial vessels through the remaining ceasefire period, raising hopes of easing supply disruptions. Oil prices already were moving lower as possible further talks between the U.S. and Iran over the weekend and a 10-day ceasefire ...
SlavkoSereda/iStock via Getty Images Crude oil futures sank more than 10% Friday after Iran's foreign minister declared the Strait of Hormuz " completely open " for commercial vessels through the remaining ceasefire period, raising hopes of easing supply disruptions. Oil prices already were moving lower as possible further talks between the U.S. and Iran over the weekend and a 10-day ceasefire between Lebanon and Israel raised hopes that the Middle East war could be nearing an end. Also, President Trump said the U.S. blockade of Iranian ports will "remain in full force," casting uncertainty on whether Hormuz would be fully open to commercial shipping in the near future. Front-month Nymex crude ( CL1:COM ) for May delivery recently was down 10.7% to $84.27/bbl, and front-month Brent crude ( CO1:COM ) for June delivery was down 10.9 % to $88.53/bbl. Ten of the 15 biggest decliners on the S&P 500 are in the oil and gas sector: APA ( APA ) down 10.7%, Valero Energy ( VLO ) down 8%, Occidental Petroleum ( OXY ) down 7.1%, Diamondback Energy ( FANG ) down 7%, Devon Energy ( DVN ) down 6.8%, Coterra Energy ( CTRA ) down 6.6%, ConocoPhillips ( COP ) down 6.5%, EOG Resources ( EOG ) down 6.3%, Exxon Mobil ( XOM ) down 5.7%, Marathon Petroleum ( MPC ) down 5.1%. In a social media post, Iran Foreign Minister Abbas Araghchi said vessels traveling through the critical waterway must sail a "coordinated route" prescribed by Iran's maritime authorities, presumably to avoid mines. However, Iran's announcement does not give the shipping industry assurances to resume traffic through the strait, Lloyd's List Editor In Chief Richard Meade told The Wall Street Journal . "From the shipping perspective, it is certainly promising, but it doesn't immediately give anybody enough clarity to make any firm decisions," Meade said, noting the statement did not clarify whether Iran still plans to collect a toll for passing ships. ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP...
Worawith Ounpeng Alamar Biosciences ( ALMR ), a commercial-stage proteomics company, priced its upsized initial public offering of approximately 11.3M shares of its common stock at $17.00 per share on Friday. Fremont, California-based Alamar ( ALMR ), which focuses on protein detection and analysis, is set to raise about $191M in gross proceeds from the IPO. The company is scheduled to make its tr...
Worawith Ounpeng Alamar Biosciences ( ALMR ), a commercial-stage proteomics company, priced its upsized initial public offering of approximately 11.3M shares of its common stock at $17.00 per share on Friday. Fremont, California-based Alamar ( ALMR ), which focuses on protein detection and analysis, is set to raise about $191M in gross proceeds from the IPO. The company is scheduled to make its trading debut under the ticker symbol “ALMR” on the Nasdaq Global Select on Friday. Underwriters will have a 30-day option to purchase up to ~1.7M shares of common stock additionally at the IPO price minus underwriting discounts and commissions. The offering is expected to close on Monday. Earlier this week, the company announced plans to offer ~9.4M shares at a targeted price range of $15–$17 apiece to raise as much as $159M at the top of the range. More on Alamar Biosciences, Inc. Alamar Biosciences Burns Cash In Runup To IPO GLP-1 developer Kailera, proteomics firm Alamar file for U.S. IPOs Financial information for Alamar Biosciences, Inc.
MoMo Productions/DigitalVision via Getty Images Ally Financial ( ALLY ) shares traded higher by 3% after the consumer-loan company within the Financials sector reported solid Q1 results. The Detroit-based firm tallied record consumer loan applications, helping to fuel a double-beat. I had a "B uy" rating on ALLY back in September of 2025 . Shares are up close to 10% since then, including the prema...
MoMo Productions/DigitalVision via Getty Images Ally Financial ( ALLY ) shares traded higher by 3% after the consumer-loan company within the Financials sector reported solid Q1 results. The Detroit-based firm tallied record consumer loan applications, helping to fuel a double-beat. I had a "B uy" rating on ALLY back in September of 2025 . Shares are up close to 10% since then, including the premarket gain on Friday, April 17. Today, I reiterate a "B uy" rating. EPS growth trends are very impressive, while the P/E ratio valuation remains depressed. Still, the technical situation is not ideal, and concerns surround the health of lower- and middle-income consumers. Auto Loan Delinquencies Ticking Up Goldman Sachs K-Economy: Weaker Lower-Income Wage Growth BofAI ALLY Outperforming XLF YoY Stockcharts.com In April, Ally reported a solid set of quarterly results. Q1 non-GAAP EPS of $1.11 topped the Wall Street consensus forecast of $0.94, while revenue of $2.18 billion, up 5.3% from the same period a year earlier, was a small $40 million beat. Its net financing revenue hit $1.6 billion, up $111 million YoY, while the net interest margin ( NIM ) ticked up to 3.48%. Shares rose 3% in the session that followed, marking a third consecutive post-earnings rise. Implied volatility was elevated at 39% coming into the Q1 print, and I expect that to retreat to the low 30s in the coming days. As it stands, the next dividend pay date is May 1, while shares of the $13 billion market cap company sport a low but not immaterial 3.5% short interest. Looking back on the quarter that was, Ally got off to a strong start to 2026. The company reported GAAP net income of $291 million, while adjusted EPS surged 91% compared to the first quarter of 2025. The robust performance was supported by adjusted net revenue of $2.2 billion and a core pre-tax income of $470 million. Operational highlights included a record consumer auto applications of 4.4 million , which helped drive $11.5 billion in new ...
jetcityimage/iStock Editorial via Getty Images Introduction Conagra Brands ( CAG ) is, at first sight, a company I would love to own. The company pays out a dividend of almost 10%, has an easy-to-understand business, which makes it more predictable than companies in other market areas, and trades at a forward P/E of just 8. However, the picture changes if you take a closer look. Net debt sits at $...
jetcityimage/iStock Editorial via Getty Images Introduction Conagra Brands ( CAG ) is, at first sight, a company I would love to own. The company pays out a dividend of almost 10%, has an easy-to-understand business, which makes it more predictable than companies in other market areas, and trades at a forward P/E of just 8. However, the picture changes if you take a closer look. Net debt sits at $7.3 billion, while FCF is around $700-800 million. The dividend is only slightly covered by FCF, and the company is facing margin pressure as it tries to restore organic growth. Moreover, the stock appears much cheaper than it is. I rate Conagra a Hold with a price target of $10. What is Conagra Brands? Conagra Brands is a family of brands in the frozen foods, snack & consumer staples segment. It was interesting to learn that Conagra is the biggest company in North America that offers frozen meals. I personally like simple and easy to understand businesses, as those are often more predictable for me as an investor. Don’t get me wrong: The food business is not an easy business. Competing in a saturated market is tough. However, understanding the products and economics of a business like Conagra is probably easier than doing the same for some tech companies. I looked at several of the companies’ brands to get a feeling for the quality and depth of their portfolio. It is important to say that I’m from Europe and I didn’t know most of the brands when I first looked them up. Feel free to let me know if I mischaracterized certain products and brands. I came across Duncan Hines, which sells baking mix. Healthy choice offers (healthy) frozen meals and banquet more affordable frozen meals. Dukes sells sausage and Boom Chicka Pop popcorn. Snack Pack offers pudding, Swiss Miss hot chocolate and Slim Jim beef sticks. I personally like the wide range of brands and that each has its own area of specialization. It appears to me that the majority of brands target budget conscious or conven...
With Dr. Michael Burry reportedly buying the dip in some of the battered software names, it might seem like it’s safe to get back into the SaaS as the so-called SaaS-pocalypse or software reckoning looks to ease after an upsetting first few months of the year. Undoubtedly, Burry is a genius investor who’s known to ... Forget Software. These AI Infrastructure Stocks Is The One To Buy
With Dr. Michael Burry reportedly buying the dip in some of the battered software names, it might seem like it’s safe to get back into the SaaS as the so-called SaaS-pocalypse or software reckoning looks to ease after an upsetting first few months of the year. Undoubtedly, Burry is a genius investor who’s known to ... Forget Software. These AI Infrastructure Stocks Is The One To Buy