Samsung Electronics' co-CEO and head of its chip division, Jun Young-hyun, said on Monday he discussed cooperation in next-generation foundry chips with Nvidia CEO Jensen Huang during a meeting in Seoul. Jun said Samsung and Nvidia are currently collaborating on autonomous driving chips and Groq AI accelerator chips, and also discussed cooperation on future generations of semiconductor prod...
Samsung Electronics' co-CEO and head of its chip division, Jun Young-hyun, said on Monday he discussed cooperation in next-generation foundry chips with Nvidia CEO Jensen Huang during a meeting in Seoul. Jun said Samsung and Nvidia are currently collaborating on autonomous driving chips and Groq AI accelerator chips, and also discussed cooperation on future generations of semiconductor products. He added that the two companies had extensive discussions on long-term cooperation, including in high-bandwidth memory (HBM) 4E and HBM5 chips.
Robert Way/iStock Editorial via Getty Images As the stock market shows signs of fading from the record rally, we should be cognizant of one of the key forces that has driven this year’s gains: investors have piled heavily into enterprise AI stocks, but this has come at the expense of many consumer-facing businesses. The stock market has become increasingly lopsided and concentrated into a small ha...
Robert Way/iStock Editorial via Getty Images As the stock market shows signs of fading from the record rally, we should be cognizant of one of the key forces that has driven this year’s gains: investors have piled heavily into enterprise AI stocks, but this has come at the expense of many consumer-facing businesses. The stock market has become increasingly lopsided and concentrated into a small handful of semiconductor stocks, and I expect this trade to unwind. The Q1 earnings season has shown us that despite a shakier macro, many consumer facing businesses aren’t doing nearly as bad as feared. Airbnb ( ABNB ), the travel giant, is one great example. The company has showcased consistent acceleration in bookings as it rolls out new offerings and broader supply. In spite of an expanding top and bottom line, the stock is merely flat for the year, deeply underperforming the S&P 500. Data by YCharts I last wrote a buy rating on Airbnb in March, when the stock was trading at $136 per share. Since then, the stock has fluctuated in a range-bound pattern and missed out on much sharper gains in the S&P 500. At the same time, its performance (especially relative to peers) has improved. With a clear mismatch between perception and actual fundamentals, I’m reiterating my buy rating on Airbnb. As a reminder for investors who are newer to this company, here is what I view to be the core bull case drivers for this company: Incredible booking strength defying a weaker macro. The company has showcased multiple quarters of bookings acceleration. Recently, a large chunk of this improvement has come from rising ADRs, indicating the company’s shift toward higher-spending customers. Performance gap versus peers is widening. Airbnb’s latest quarterly results show a widening gap in bookings growth versus its two core OTA peers, Booking Holdings ( BKNG ) and Expedia ( EXPE ). These are large, multibrand companies, and Airbnb is just one platform - and yet it continues to be consistent at gai...
Berezko/iStock via Getty Images Industrial sector stocks have continued to show strong quantitative momentum, with several companies maintaining Seeking Alpha Strong Buy Quant Ratings for extended periods. A list of industrial-sector names highlights companies that have held Strong Buy ratings for at least 60 consecutive days, reflecting sustained strength across valuation, growth, profitability, ...
Berezko/iStock via Getty Images Industrial sector stocks have continued to show strong quantitative momentum, with several companies maintaining Seeking Alpha Strong Buy Quant Ratings for extended periods. A list of industrial-sector names highlights companies that have held Strong Buy ratings for at least 60 consecutive days, reflecting sustained strength across valuation, growth, profitability, earnings revisions, and momentum metrics. Leading the list is AAR ( AIR ), which has maintained a Strong Buy Quant Rating for 151 consecutive days. Seanergy Maritime Holdings Corp. ( SHIP ) follows with 126 consecutive days, while The Gorman-Rupp Company ( GRC ) and Proto Labs, Inc. ( PRLB ) have maintained the rating for 120 and 117 consecutive days, respectively. The rankings also highlight strength across a broad range of industrial subsectors, including aerospace and defense, marine transportation, industrial machinery, construction and engineering, and research and consulting services. Diana Shipping Inc. ( DSX ), MYR Group Inc. ( MYRG ), Mistras Group, Inc. ( MG ), and Commercial Vehicle Group, Inc. ( CVGI ) also made the list, reflecting continued momentum across the sector. MYR Group holds one of the highest quant scores in the group at 4.92, while Commercial Vehicle Group leads with a 4.97 rating. Seeking Alpha’s Quant Ratings system evaluates stocks on a scale of 1 to 5 using a range of quantitative factors, including valuation, growth, profitability, EPS revisions, and price momentum. Stocks with ratings above 4.5 are classified as Strong Buy. Below is the full list of industrial-sector stocks that have maintained a Strong Buy Quant Rating for at least 60 consecutive days: AAR Corp. ( AIR ) - 151 consecutive days Seanergy Maritime Holdings Corp. ( SHIP ) - 126 consecutive days The Gorman-Rupp Company ( GRC ) - 120 consecutive days Proto Labs, Inc. ( PRLB ) - 117 consecutive days Diana Shipping Inc. ( DSX ) - 109 consecutive days MYR Group Inc. ( MYRG ) - 102 cons...
Key PointsFidelity MSCI Consumer Staples Index ETF offers a lower expense ratio while Vanguard Consumer Staples ETF manages a much larger pool of assets.
Key PointsFidelity MSCI Consumer Staples Index ETF offers a lower expense ratio while Vanguard Consumer Staples ETF manages a much larger pool of assets.
Zverev took his chance in chaotic slam but lack of top 10 challengers in Paris begs more questions about the strength of depth below Alcaraz and Sinner Félix Auger-Aliassime has long been one of the more measured and reflective players on the ATP Tour. He may be desperate to achieve his potential, but the Canadian also understands that improvement is often a long process and remaining patient is e...
Zverev took his chance in chaotic slam but lack of top 10 challengers in Paris begs more questions about the strength of depth below Alcaraz and Sinner Félix Auger-Aliassime has long been one of the more measured and reflective players on the ATP Tour. He may be desperate to achieve his potential, but the Canadian also understands that improvement is often a long process and remaining patient is essential. That is what made his reaction to defeat at the French Open so striking. As the fourth seed reeled from his desperate quarter-final loss to Flavio Cobolli , fully conscious of the fact that he had missed the greatest opportunity of his career, Auger-Aliassime was as distraught in public after a loss as he has ever been. His patience had run out. Continue reading...
SpaceX is reportedly targeting an initial public offering on June 12. With the share price targeted at $135, the target valuation is expected to be around $1.77 trillion, with the sale raising up to $75 billion in new capital. There are ways to buy SpaceX stock today . But the easiest way to gain exposure is simply to buy shares once they become publicly available. A growing number of experts, how...
SpaceX is reportedly targeting an initial public offering on June 12. With the share price targeted at $135, the target valuation is expected to be around $1.77 trillion, with the sale raising up to $75 billion in new capital. There are ways to buy SpaceX stock today . But the easiest way to gain exposure is simply to buy shares once they become publicly available. A growing number of experts, however, are warning investors not to participate in the IPO. Instead, they believe the best opportunity to buy SpaceX shares is after the June 12 IPO. And there's one major reason why. Continue reading
Poet Technologies (NASDAQ: POET) stock rocketed higher across May's trading, gaining 72.6% over the period. The S&P 500 rose 5.2% over the same stretch, and the Nasdaq Composite gained 8.4%. Semiconductor and photonics stocks enjoyed very strong bullish momentum last month, and Poet benefited from the favorable valuation backdrop. The company's share price has been highly volatile in 2026, but it'...
Poet Technologies (NASDAQ: POET) stock rocketed higher across May's trading, gaining 72.6% over the period. The S&P 500 rose 5.2% over the same stretch, and the Nasdaq Composite gained 8.4%. Semiconductor and photonics stocks enjoyed very strong bullish momentum last month, and Poet benefited from the favorable valuation backdrop. The company's share price has been highly volatile in 2026, but it's still up roughly 87% year to date. Image source: Getty Images. Continue reading
Memory stock Sandisk's wild run higher in 2026 isn't over, despite some cooling last week, according to Bank of America. The bank reiterated its buy rating on the stock and raised its price target to $2,100. That's a 34% gain from Friday's close. Over two sessions at the end of last week, Sandisk fell more than 15% as part of a broader artificial intelligence trade sell-off triggered both by Broad...
Memory stock Sandisk's wild run higher in 2026 isn't over, despite some cooling last week, according to Bank of America. The bank reiterated its buy rating on the stock and raised its price target to $2,100. That's a 34% gain from Friday's close. Over two sessions at the end of last week, Sandisk fell more than 15% as part of a broader artificial intelligence trade sell-off triggered both by Broadcom's earnings and profit-taking after massive rallies. Sandisk is up more than 550% in 2026. Analyst Wamsi Mohan foresees pricing power for the company to remain strong, as memory shortages due to high demand from the AI buildout linger. SNDK 5D mountain SNDK 5-day. "So far, SanDisk has signed up over a third of its [fiscal 2027] revenue via" new business model contracts, "which means that over 60% of its NAND supply is still available for customers to purchase (albeit at higher prices vs. a year ago)," wrote Mohan in a Monday note, referring to a type of memory storage technology. "Over time we see a path to a higher proportion of supply under these NBMs thereby driving more stability in earnings." Mohan also said the new business models contracts are a win-win for the company as they lock in revenues for Sandisk and committed supply for customers. Should investors be worried if demand slows, and Sandisk loses its pricing power edge? Mohan says no. "Given its better margin structure, if demand for NAND were to slow, SanDisk can afford to cut its production (whereas in the past, the company would have had to continue to produce wafers in order to generate cash)," he wrote.
Coca-Cola's ( KO ) BodyArmor brand has launched BodyArmor Fit as its first sparkling sports drink, positioned as a zero-sugar, functional hydration option for everyday use rather than just post-workout recovery. The drink comes in a 12-ounce slim can, with added electrolytes, caffeine, and other functional ingredients aimed at consumers who want both hydration and energy in a "better-for-you" form...
Coca-Cola's ( KO ) BodyArmor brand has launched BodyArmor Fit as its first sparkling sports drink, positioned as a zero-sugar, functional hydration option for everyday use rather than just post-workout recovery. The drink comes in a 12-ounce slim can, with added electrolytes, caffeine, and other functional ingredients aimed at consumers who want both hydration and energy in a "better-for-you" format. The BodyArmor Fit launch is strategically significant because it moves Coca-Cola ( KO ) deeper into the fast-growing “functional hydration” space and enters the sparkling sports drinks subcategory. The brand is targeting what it describes as “white space” between traditional flat sports drinks and the booming market for sparkling, multi-benefit beverages, attempting to capture occasions that might otherwise go to energy drinks, flavored seltzers, or diet soda. By putting a sports drink in a can and emphasizing attributes like zero sugar, electrolytes, and metabolism or focus-oriented benefits, Coca-Cola ( KO ) is looking to modernize the sports drink shelf and broaden usage beyond athletes to everyday lifestyle consumers. The launch fits into Coca-Cola's ( KO ) larger strategy of stretching its portfolio beyond classic carbonated soft drinks into adjacent categories like sports hydration, energy, and functional beverages, where brand equity can be leveraged but product expectations are different. Coca-Cola's ( KO ) relationship with BodyArmor dates back to 2018, when it acquired a minority stake of about 15% and gained distribution rights through the Coke system. The transition positioned the brand as a premium sports drink above Powerade. In 2021, Coca-Cola ( KO ) bought the remaining 85% of BodyArmor for $5.6B, which was its largest brand acquisition to date. Shares of Coca-Cola ( KO ) slipped 0.6% in premarket trading on Monday. More on Coca-Cola The Coca-Cola Company (KO) Presents at 23rd annual dbAccess Global Consumer Conference Transcript Coca-Cola: Quality Still...