As earnings season comes to a close, artificial intelligence (AI) investors eagerly awaited Nvidia (NVDA 1.86%) to report its first-quarter results last Wednesday. I wasn't too surprised to learn that the company once again blew past Wall Street's expectations and also beat its own internal guidance. After all, the rest of big tech -- many of which are Nvidia's largest customers -- already reporte...
As earnings season comes to a close, artificial intelligence (AI) investors eagerly awaited Nvidia (NVDA 1.86%) to report its first-quarter results last Wednesday. I wasn't too surprised to learn that the company once again blew past Wall Street's expectations and also beat its own internal guidance. After all, the rest of big tech -- many of which are Nvidia's largest customers -- already reported earnings. The main theme from those reports was that investment in AI infrastructure is accelerating. That's a good sign for Nvidia's core data center business. What I most certainly did not expect was the company's announcement of an additional $80 billion stock repurchase authorization. Let's explore what a stock buyback signals about management's views regarding the current AI capex supercycle. Why do companies buy back stock? If management believes its company's stock is trading below its intrinsic value, it may choose to deploy excess capital to buy back shares. Moreover, buybacks often reflect management's confidence in the company's ability to sustain robust growth. Rather than hoard cash or pursue questionable acquisitions, companies can return capital to shareholders when they are optimistic about the revenue and profit expansion ahead. In Nvidia's case, with massive free cash flow amid unrelenting chip demand from hyperscalers, such shareholder rewards programs underscore management's belief that the company's trajectory outpaces current market pricing. Expand NASDAQ : NVDA Nvidia Today's Change ( -1.86 %) $ -4.09 Current Price $ 215.42 Key Data Points Market Cap $5.2T Day's Range $ 214.84 - $ 221.07 52wk Range $ 132.92 - $ 236.54 Volume 5.8M Avg Vol 171.3M Gross Margin 74.15 % Dividend Yield 0.02 % What does Nvidia's share repurchase history look like? In August 2023, the company authorized a $25 billion buyback without expiration. Of note, this was an increase to a prior buyback program. Exactly one year later, Nvidia approved a subsequent $50 billion stock re...
Vessels are seen anchored in the Strait of Hormuz, off the port city of Khasab on Oman's northern Musandam Peninsula on May 17, 2026. - | Afp | Getty Images Iran and the United States played down hopes for an imminent breakthrough in the three-month-old war on Monday, with U.S. Secretary of State Marco Rubio saying there will either be a good agreement or Washington would deal with the country in ...
Vessels are seen anchored in the Strait of Hormuz, off the port city of Khasab on Oman's northern Musandam Peninsula on May 17, 2026. - | Afp | Getty Images Iran and the United States played down hopes for an imminent breakthrough in the three-month-old war on Monday, with U.S. Secretary of State Marco Rubio saying there will either be a good agreement or Washington would deal with the country in "another way." Rubio told reporters in New Delhi that the U.S. would give diplomacy every chance to succeed before exploring "alternatives", after President Donald Trump said on Sunday he had told his representatives not to rush into any Iran deal. There was a "pretty solid thing on the table in terms of their ability to open up the strait, get the strait open, enter into a very real, significant, time-limited negotiation on the nuclear matter, and hopefully we can pull it off," Rubio said. Iran's foreign ministry spokesperson Esmaeil Baghaei said on Monday that Iran was negotiating an end to the war and was not currently discussing nuclear issues. The spokesperson added that a framework had been reached but no one could say an agreement between the United States and Iran was imminent. The potential memorandum of understanding contained no specific details about the management of the Strait of Hormuz, which belongs to the coastal countries, he said. A day earlier, Trump wrote on Truth Social that the U.S. blockade on Iranian ships in the Strait of Hormuz would "remain in full force and effect until an agreement is reached, certified, and signed". He added, "Both sides must take their time and get it right." Oil prices fell 5% to two-week lows on Monday, as optimism grew that the U.S. and Iran were moving closer to a peace deal. Sticking points Trump raised expectations of an imminent deal on Saturday when he said Washington and Tehran had "largely negotiated" a memorandum of understanding on a peace agreement that would reopen the Strait of Hormuz. Iran's foreign ministry s...
Northbridge Financial Group LLC purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 24,544 shares of the e-commerce giant's stock, valued at approximately $5,665,000. Amazon.com accounts for approximately 2.5% of Northbridge Financial Group LLC's holdings, making the stock ...
Northbridge Financial Group LLC purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 24,544 shares of the e-commerce giant's stock, valued at approximately $5,665,000. Amazon.com accounts for approximately 2.5% of Northbridge Financial Group LLC's holdings, making the stock its 6th biggest holding. Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in shares of Amazon.com by 10.9% in the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant's stock valued at $885,478,000 after purchasing an additional 397,007 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock valued at $5,495,000 after purchasing an additional 986 shares during the last quarter. Bank Pictet & Cie Europe AG lifted its stake in shares of Amazon.com by 2.8% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant's stock valued at $442,481,000 after purchasing an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE lifted its stake in shares of Amazon.com by 5.5% in the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant's stock valued at $6,357,000 after purchasing an additional 1,518 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC acquired a new position in shares of Amazon.com in the 4th quarter valued at $2,153,000. Hedge funds and other institutional investors own 72.20% of the company's stock. Get Amazon.com alerts: Sign Up Amazon.com Stock Performance Shares of AMZN stock opened at $266.32 on Monday. The company has a current ratio of 1.18, a quick ratio of 1.01 and...
Key Points Most strategic planning has to do with the best way to minimize taxes. The Social Security Administration uses your age in months to calculate your monthly benefit. How much of your Social Security is taxed depends on your combined income. The $23,760 Social Security bonus most retirees completely overlook › As you grow closer to claiming Social Security, you may wonder when you should ...
Key Points Most strategic planning has to do with the best way to minimize taxes. The Social Security Administration uses your age in months to calculate your monthly benefit. How much of your Social Security is taxed depends on your combined income. The $23,760 Social Security bonus most retirees completely overlook › As you grow closer to claiming Social Security, you may wonder when you should do it. Is one month better than the other? Here's the truth: It doesn't matter which month of the year you claim Social Security -- as long as you've thought through the tax ramifications of your decision. 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 » While you can make the claim any month you'd like, consider how different times of year can produce different results at tax time. Claiming early in the year can: Increase your taxable income for the year. This may be an especially important point if you're also still working. Knock you out of the running for certain tax credits by increasing your income too early in the year. Claiming late in the year may: Potentially keep you in a lower tax bracket (if claiming earlier would have put you in a new bracket). Push the tax burden to the next year, which could benefit you if you expect a lower income the following year. Allow you to look back at how much you've made that year (including your new SS benefits) to determine whether you want to tap other sources -- like a retirement account -- or wait until the new year. Claiming midyear could: Provide the best of both worlds. You not only know how much taxable income you've earned so far, but you can also determine how much more money you can bring in for the year without triggering higher taxes. Once you decide when to claim, here's what to expect If you've reached full retirement age (FRA) and file for benefit...
Good morning . Markets welcome the news the US and Iran are moving closer to a deal. Uber eyes expansion in Europe. And the latest Star Wars movie topped the box office over the holiday weekend. Listen to the day’s top stories . — Tiago Ramos Alfaro Market Snapshot WTI crude oil futures $91.80 -5.0% S&P 500 Futures 7,559.75 +0.9% Bloomberg Dollar Spot Index 1,199.78 -0.3% Market data as of 05:07 A...
Good morning . Markets welcome the news the US and Iran are moving closer to a deal. Uber eyes expansion in Europe. And the latest Star Wars movie topped the box office over the holiday weekend. Listen to the day’s top stories . — Tiago Ramos Alfaro Market Snapshot WTI crude oil futures $91.80 -5.0% S&P 500 Futures 7,559.75 +0.9% Bloomberg Dollar Spot Index 1,199.78 -0.3% Market data as of 05:07 AM ET. Data is subject to provider delays. Oil prices fell after the US said it was closing in on a deal with Iran that would reopen the Strait of Hormuz. Still, Donald Trump said he would not rush into an agreement and an Iranian official said on Monday “no one can claim that the signing of an agreement is imminent.” Brent dropped below $100 a barrel, to the lowest in more than two weeks, and global stocks approached a record high . In the strait, Qatar and the UAE sent three tankers loaded with liquefied natural gas through to key buyers . Omani and Iranian officials discussed principles governing navigation through the waterway, the Oman News Agency said. And over 30 other vessels including an Iraqi crude-loaded supertanker have sailed through the waterway in the past day. The knot is loosening. The Democratic Republic of Congo suspended flights and regional health ministers warned of escalating cross-border risks as the Ebola outbreak spread . The DRC reported more than 900 suspected cases and over 200 suspected deaths . In corporate news: Uber offered to buy Delivery Hero for €33 per share, valuing the German company at about €10 billion. The US ride-hailing company already owns 20% of Delivery Hero. Nvidia CEO Jensen Huang urged Super Micro to strengthen compliance after Taiwan detained three individuals for forging documents to export Nvidia AI chips to China. Secret Service Shoots Man Who Fired Gun Near White House Bloomberg Tech returns to San Francisco on June 3-4. Led by Emily Chang and Tom Giles, it convenes leading CEOs, investors and innovators driving the indu...
ablokhin/iStock Editorial via Getty Images One company that I have been aware of for quite some time now but have not really dug into is Natural Grocers by Vitamin Cottage ( NGVC ). The all-natural company seems to be well positioned to capitalize off of continued expansion of the healthy eating trends that we are seeing. Revenue, profits, and cash flows have increased drastically in the last few ...
ablokhin/iStock Editorial via Getty Images One company that I have been aware of for quite some time now but have not really dug into is Natural Grocers by Vitamin Cottage ( NGVC ). The all-natural company seems to be well positioned to capitalize off of continued expansion of the healthy eating trends that we are seeing. Revenue, profits, and cash flows have increased drastically in the last few years. Now normally, when you would see this kind of performance, you would also expect the company in question to trade at multiples that would be unappealing. But even though it's not the cheapest prospect in its space, it is actually quite affordable. In light of this, as well as the expectations that management has for continued expansion, I believe that rating it as a soft ‘buy’ makes sense here. Shares Look Tasty The management team at Natural Grocers by Vitamin Cottage describes the company as a specialty retailer of natural and organic groceries and dietary supplements. Through the 169 stores that it has in operation, it sells only natural and organic groceries, body care products, and dietary supplements. This means that it does not sell anything that involves artificial flavors, preservatives, sweeteners, synthetic colors, partially hydrogenated oils, and hydrogenated oils. Natural Grocers by Vitamin Cottage This kind of market emphasis is intriguing. I say this because consumers are becoming increasingly focused on healthy lifestyles. According to the company , as an example, in 2025, the US natural and organic products industry was worth about $342 billion. That was 5.2% above what it was a year earlier and represented a 6% annualized growth rate from 2019, when sales were around $230 billion. It's believed that natural and organic sales in the US will continue to grow at an annualized rate of between 5% and 6%. And by the year 2029, we are looking at revenue of somewhere around $424 billion. It's also worth noting that the US dietary supplement space is growing...
ismagilov/iStock via Getty Images Key Takeaways • Markets: Growth stocks sold off sharply in the first quarter as geopolitical conflict in the Middle East, rising bond yields and heightened scrutiny of AI-related returns pressured higher multiple equities. The Russell 1000 Growth Index declined 9.8%, significantly underperforming value. • Contributors: Linde ( LIN ), Eaton ( ETN ), Netflix ( NFLX ...
ismagilov/iStock via Getty Images Key Takeaways • Markets: Growth stocks sold off sharply in the first quarter as geopolitical conflict in the Middle East, rising bond yields and heightened scrutiny of AI-related returns pressured higher multiple equities. The Russell 1000 Growth Index declined 9.8%, significantly underperforming value. • Contributors: Linde ( LIN ), Eaton ( ETN ), Netflix ( NFLX ). Stock selection in information technology, overweight to materials. • Detractors: Intuit ( INTU ), Oracle ( ORCL ). Underweight to consumer staples. • Outlook: Some early signs of positive early-cycle momentum in industrials have eroded somewhat due to the conflict, yet we remain optimistic that pent-up activity in the manufacturing economy can be supportive of portfolio results. Performance Review • Growth stocks were pressured as investors more pointedly questioned the return on investment from massive capital spending on AI buildouts as well as the viability of application software business models amid new generative AI tools introduced during the quarter. Rising bond yields resulting from the inflationary pressures of higher oil prices due to the U. S. and Israeli conflict with Iran also weighed on higher-multiple growth stocks. • The Portfolios outperformed the benchmark (gross and net of fees) as we saw increased market dispersion away from the technology sector and momentum stocks that led the market in 2025. • Materials was the largest contributor to relative performance in the quarter as industrial gases provider Linde and paint and coatings maker Sherwin-Williams ( SHW ) were solid performers in an environment that has begun to reward companies with quality fundamentals. • Our semiconductor holdings also stood out as Taiwan Semiconductor ( TSM ) was boosted by record-breaking revenue and a massive increase in planned capital expenditures to meet continued growth AI demand while ASML ( ASML ) continued to play a key role as supplier of advanced manufacturing too...
A Collapsing Europe Shows Where Democrat Policies Will Take America Authored by Andrew Widburg via AmericanThinker.com, Immediately before WWII, the biggest threat to Europe was Soviet socialism. During WWII, the biggest threat was the open socialism (in the form of fascism) in Germany and Italy. After WWII, during the Cold War, the biggest threat, once again, was Soviet socialism. Nevertheless, t...
A Collapsing Europe Shows Where Democrat Policies Will Take America Authored by Andrew Widburg via AmericanThinker.com, Immediately before WWII, the biggest threat to Europe was Soviet socialism. During WWII, the biggest threat was the open socialism (in the form of fascism) in Germany and Italy. After WWII, during the Cold War, the biggest threat, once again, was Soviet socialism. Nevertheless, the post-war Europeans embraced socialism and touted its success, never realizing that it worked only because the U.S. paid their defense costs and absorbed the costs of wars around the world. When the Soviet Union collapsed, and America’s defense spending waned, the true costs of socialism began to be clear: The economies became sluggish; the birthrates collapsed, necessitating importing third world, usually Muslim, labor; the social services started imploding, especially because those same third worlders drained the systems, despite never having contributed to them; soft on crime policies destroyed civilized society; and the brain rot of socialism saw Europe embrace the madcap, self-destructive idea of Net Zero carbon output, which has seen Europe retreat from the modern world into a cold, dark, pre-modern time. All of this is what today’s Marxist Democrats want for America. Democrats have always revered Europe. For decades, they’ve made nasty jokes about “flyover country,” referring to those parts of America that haven’t embraced European sophistication as parochial hicks. Obama summed it up with his “bitter clingers” remark, Hillary called the same people “a basket of deplorables,” and Joe Biden routinely berated Trump voters as dangerous idiots (a compliment the same voters would have returned to Biden himself). When Democrats talk about socializing medicine, they point to Europe, a place where the cost of medical care is diffused through the tax base. England, with its National Healthcare System, shows that socialized medicine really isn’t what the Democrats think it i...
undefined China’s push to internationalize the yuan is entering a more difficult phase, where expanding the currency’s global use will require more than simply settling trade in yuan. For more than a decade, the yuan’s international use has expanded mainly through cross-border trade settlement. But settlement alone has been seen as insufficient: unless yuan liquidity can circulate more freely thro...
undefined China’s push to internationalize the yuan is entering a more difficult phase, where expanding the currency’s global use will require more than simply settling trade in yuan. For more than a decade, the yuan’s international use has expanded mainly through cross-border trade settlement. But settlement alone has been seen as insufficient: unless yuan liquidity can circulate more freely through global investment and financing channels, the currency’s broader international role is likely to remain limited.
Robertson Stephens Wealth Management LLC lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 21.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 166,935 shares of the e-commerce giant's stock after buying an additional 29,660 shares during the period. Amazon.com comprises 1....
Robertson Stephens Wealth Management LLC lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 21.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 166,935 shares of the e-commerce giant's stock after buying an additional 29,660 shares during the period. Amazon.com comprises 1.0% of Robertson Stephens Wealth Management LLC's investment portfolio, making the stock its 17th largest position. Robertson Stephens Wealth Management LLC's holdings in Amazon.com were worth $38,532,000 at the end of the most recent reporting period. A number of other large investors also recently modified their holdings of AMZN. Norges Bank purchased a new position in shares of Amazon.com during the 2nd quarter valued at about $27,438,011,000. Nuveen LLC purchased a new position in shares of Amazon.com during the 1st quarter valued at about $11,674,091,000. Laurel Wealth Advisors LLC raised its holdings in shares of Amazon.com by 22,085.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant's stock valued at $2,671,634,000 after buying an additional 12,122,668 shares in the last quarter. Goldman Sachs Group Inc. raised its holdings in shares of Amazon.com by 21.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant's stock valued at $11,017,657,000 after buying an additional 10,176,835 shares in the last quarter. Finally, Capital Research Global Investors raised its holdings in shares of Amazon.com by 11.3% during the 3rd quarter. Capital Research Global Investors now owns 94,284,962 shares of the e-commerce giant's stock valued at $20,702,362,000 after buying an additional 9,583,217 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors. Get Amazon.com alerts: Sign Up Amazon.com Price Performance Shares of Amazon.com stock o...
Manhattan West Asset Management LLC decreased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 78,240 shares of the e-commerce giant's stock after selling 3,410 shares during the quarter. Amazon.com makes up about 3.7% of Manhattan West Asset Mana...
Manhattan West Asset Management LLC decreased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 78,240 shares of the e-commerce giant's stock after selling 3,410 shares during the quarter. Amazon.com makes up about 3.7% of Manhattan West Asset Management LLC's holdings, making the stock its 6th biggest position. Manhattan West Asset Management LLC's holdings in Amazon.com were worth $18,059,000 at the end of the most recent quarter. Other hedge funds also recently modified their holdings of the company. Fairway Wealth LLC increased its stake in shares of Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after purchasing an additional 60 shares during the last quarter. Sellwood Investment Partners LLC acquired a new position in shares of Amazon.com during the 3rd quarter worth $27,000. Bridge Generations Wealth Management LLC grew its stake in Amazon.com by 2,330.0% in the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock valued at $53,000 after buying an additional 233 shares during the last quarter. Cooksen Wealth LLC grew its stake in Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock valued at $54,000 after buying an additional 47 shares during the last quarter. Finally, Harbor Investment Advisory LLC grew its stake in Amazon.com by 2.4% in the 4th quarter. Harbor Investment Advisory LLC now owns 309,697 shares of the e-commerce giant's stock valued at $71,000 after buying an additional 7,329 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company's stock. Get Amazon.com alerts: Sign Up Key Amazon.com News Here are the key news stories impacting Amazon.com this week: Analyst Upgra...
Left Brain Wealth Management LLC decreased its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 21,895 shares of the social networking company's stock after selling 1,770 shares during the period. Meta Platforms accounts for about 5.0% of Left Brain Wealth Management LLC's portfolio,...
Left Brain Wealth Management LLC decreased its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 21,895 shares of the social networking company's stock after selling 1,770 shares during the period. Meta Platforms accounts for about 5.0% of Left Brain Wealth Management LLC's portfolio, making the stock its 3rd largest holding. Left Brain Wealth Management LLC's holdings in Meta Platforms were worth $14,453,000 as of its most recent filing with the SEC. Other hedge funds and other institutional investors have also modified their holdings of the company. Westchester Capital Management Inc. bought a new stake in shares of Meta Platforms during the 3rd quarter worth about $26,000. Strategic Wealth Advisors LLC bought a new stake in shares of Meta Platforms during the 4th quarter worth about $29,000. Key Capital Management INC bought a new stake in shares of Meta Platforms during the 4th quarter worth about $48,000. Fairway Wealth LLC boosted its holdings in shares of Meta Platforms by 36.8% during the 4th quarter. Fairway Wealth LLC now owns 78 shares of the social networking company's stock worth $51,000 after buying an additional 21 shares during the period. Finally, Merrithew & Thorsten Inc bought a new stake in shares of Meta Platforms during the 4th quarter worth about $52,000. Institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Wall Street Analyst Weigh In Several analysts recently commented on the stock. Evercore lifted their target price on shares of Meta Platforms from $875.00 to $900.00 and gave the stock an "outperform" rating in a report on Thursday, January 29th. Arete Research reaffirmed a "neutral" rating on shares of Meta Platforms in a report on Thursday, March 5th. Guggenheim dropped their price target on shares of Meta Platforms from $850.00 to $800.00 and set a "buy" rating for the company in a re...