Labour has failed to tackle soaring youth unemployment and must launch a “system reset” involving a fresh attempt to overhaul health and disability benefits, a report commissioned by the government is to warn. Alan Milburn, who is leading a review into why almost a million young people are not in education or work, said ministers had so far responded with a series of disjointed jobs programmes. “I...
Labour has failed to tackle soaring youth unemployment and must launch a “system reset” involving a fresh attempt to overhaul health and disability benefits, a report commissioned by the government is to warn. Alan Milburn, who is leading a review into why almost a million young people are not in education or work, said ministers had so far responded with a series of disjointed jobs programmes. “It’s going in the wrong direction,” Milburn said. “When you look at that picture I guess our conclusion is it’s a catastrophic systems failure.” Efforts to support young people – in education, health, and Labour’s youth guarantee – were “very welcome steps”, he said. However, he criticised Keir Starmer for lacking a cohesive strategy. “My question is: who is joining the dots? If ever there was a case for mission-based government, this is it,” he said. “Is it laddering up to a [job market] participation-first service, where everybody is aligned behind the shared objective? Which is that every young person should be given the opportunity to earn or learn. And the answer to that question is: that’s not what’s happening.” In a highly anticipated report due to be published on Thursday, the former Labour health secretary will say that the government must take a fresh approach to overhauling Britain’s system of welfare and jobs support for young people. Experts have warned of a crisis in youth jobs, with official figures due on Thursday expected to show the number of young people not in education, employment or training (Neet) is close to breaking through a million. Britain has the third-highest rate of 16-24-year-olds who are neither earning or learning among wealthy European countries. The figures come with Labour under pressure from business leaders who argue that the £25bn increase in employers’ national insurance contributions by the chancellor, Rachel Reeves, and an attempt to equalise minimum wages between young and older workers have contributed to soaring rates of youth jo...
TSMC (TSM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this chip company have returned +0.5%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Semiconductor - Circuit Foundry industr...
TSMC (TSM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this chip company have returned +0.5%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Semiconductor - Circuit Foundry industry, which TSMC falls in, has gained 4.4%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. TSMC is expected to post earnings of $3.69 per share for the current quarter, representing a year-over-year change of +49.4%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.9%. For the current fiscal year, the consensus earnings estimate of $15.28 points to a change of +43.5% from the prior year. Over the last 30 days, this estimate has changed +1.2%. For the next fiscal year, the consensus earnings estimate of $...
TSMC (TSM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this chip company have returned +0.5%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Semiconductor - Circuit Foundry industr...
TSMC (TSM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this chip company have returned +0.5%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Semiconductor - Circuit Foundry industry, which TSMC falls in, has gained 4.4%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. TSMC is expected to post earnings of $3.69 per share for the current quarter, representing a year-over-year change of +49.4%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.9%. For the current fiscal year, the consensus earnings estimate of $15.28 points to a change of +43.5% from the prior year. Over the last 30 days, this estimate has changed +1.2%. For the next fiscal year, the consensus earnings estimate of $...
Nvidia (NVDA) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this maker of graphics chips for gaming and artificial intelligence have returned +3.4% over the past month versus the Zacks S&P 500 composite's +4.8% change. The Zacks Semiconductor - General industry, ...
Nvidia (NVDA) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this maker of graphics chips for gaming and artificial intelligence have returned +3.4% over the past month versus the Zacks S&P 500 composite's +4.8% change. The Zacks Semiconductor - General industry, to which Nvidia belongs, has gained 12.2% over this period. Now the key question is: Where could the stock be headed in the near term? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Revisions to Earnings Estimates Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, Nvidia is expected to post earnings of $1.96 per share, indicating a change of +86.7% from the year-ago quarter. The Zacks Consensus Estimate has changed +1.4% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $8.32 points to a change of +74.4% from the prior year. Over the last 30 days, this estimate has changed +2.8%. For the next fiscal year...
Nvidia (NVDA) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this maker of graphics chips for gaming and artificial intelligence have returned +3.4% over the past month versus the Zacks S&P 500 composite's +4.8% change. The Zacks Semiconductor - General industry, ...
Nvidia (NVDA) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this maker of graphics chips for gaming and artificial intelligence have returned +3.4% over the past month versus the Zacks S&P 500 composite's +4.8% change. The Zacks Semiconductor - General industry, to which Nvidia belongs, has gained 12.2% over this period. Now the key question is: Where could the stock be headed in the near term? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Revisions to Earnings Estimates Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, Nvidia is expected to post earnings of $1.96 per share, indicating a change of +86.7% from the year-ago quarter. The Zacks Consensus Estimate has changed +1.4% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $8.32 points to a change of +74.4% from the prior year. Over the last 30 days, this estimate has changed +2.8%. For the next fiscal year...
A major diplomatic breakthrough between Washington and Tehran could signal sanctions relief for Iran, a development analysts say bodes well for China, the primary buyer of Iranian oil. Negotiations have advanced on a proposed 60-day ceasefire extension, the reopening of the Strait of Hormuz and the US side issuing temporary sanctions waivers that would allow Iran to sell oil freely, Axios reported...
A major diplomatic breakthrough between Washington and Tehran could signal sanctions relief for Iran, a development analysts say bodes well for China, the primary buyer of Iranian oil. Negotiations have advanced on a proposed 60-day ceasefire extension, the reopening of the Strait of Hormuz and the US side issuing temporary sanctions waivers that would allow Iran to sell oil freely, Axios reported on Saturday, citing a US official. Any such relief would only be implemented under a final agreement, the report added. Advertisement Washington is likely to loosen its grip on China’s Iranian oil imports, “given that the US-Iran peace talks cannot succeed without Beijing’s support,” said Wang Yiwei, director of the Institute of International Affairs at Renmin University. Without Beijing acting as a diplomatic backstop, a deal requiring Tehran to relinquish its nuclear leverage and reopen the strait would leave it with virtually no chips at the negotiating table, Wang said. “I’m going to make a decision over the next few days,” Trump told reporters aboard Air Force One during his return flight to the US. Advertisement If the US were to remove the restrictions on Iran, China would be expected to resume imports from the country, said Han Zhengji, a crude oil analyst at the commodity consultancy JLC Network Technology.
Advanced Micro Devices (AMD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this chipmaker have returned +34.4%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Computer - Integrated Systems industr...
Advanced Micro Devices (AMD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this chipmaker have returned +34.4%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Computer - Integrated Systems industry, which Advanced Micro falls in, has gained 42.8%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Advanced Micro is expected to post earnings of $1.60 per share for the current quarter, representing a year-over-year change of +233.3%. Over the last 30 days, the Zacks Consensus Estimate has changed +14.1%. For the current fiscal year, the consensus earnings estimate of $7.21 points to a change of +72.9% from the prior year. Over the last 30 days, this estimate has changed +7.9%. For the next...
Advanced Micro Devices (AMD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this chipmaker have returned +34.4%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Computer - Integrated Systems industr...
Advanced Micro Devices (AMD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this chipmaker have returned +34.4%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Computer - Integrated Systems industry, which Advanced Micro falls in, has gained 42.8%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Advanced Micro is expected to post earnings of $1.60 per share for the current quarter, representing a year-over-year change of +233.3%. Over the last 30 days, the Zacks Consensus Estimate has changed +14.1%. For the current fiscal year, the consensus earnings estimate of $7.21 points to a change of +72.9% from the prior year. Over the last 30 days, this estimate has changed +7.9%. For the next...
Advanced Micro Devices (AMD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this chipmaker have returned +34.4%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Computer - Integrated Systems industr...
Advanced Micro Devices (AMD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this chipmaker have returned +34.4%, compared to the Zacks S&P 500 composite's +4.8% change. During this period, the Zacks Computer - Integrated Systems industry, which Advanced Micro falls in, has gained 42.8%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Advanced Micro is expected to post earnings of $1.60 per share for the current quarter, representing a year-over-year change of +233.3%. Over the last 30 days, the Zacks Consensus Estimate has changed +14.1%. For the current fiscal year, the consensus earnings estimate of $7.21 points to a change of +72.9% from the prior year. Over the last 30 days, this estimate has changed +7.9%. For the next...
Nvidia (NVDA) released its fiscal first-quarter 2027 earnings on May 20 after the markets closed. The report reflected the “usual” quarter with earnings blowing past estimates and the company’s own guidance. The outlook for the current quarter also came in ahead of Wall Street's estimates as Nvidia continues to defy the laws of gravity by capitalizing on the artificial intelligence (AI) boom. Reve...
Nvidia (NVDA) released its fiscal first-quarter 2027 earnings on May 20 after the markets closed. The report reflected the “usual” quarter with earnings blowing past estimates and the company’s own guidance. The outlook for the current quarter also came in ahead of Wall Street's estimates as Nvidia continues to defy the laws of gravity by capitalizing on the artificial intelligence (AI) boom. Revenue rose 85% year-over-year (YOY) to $81.6 billion in Q1. For context, that is almost 10 times what Nvidia did in revenue in the corresponding quarter in fiscal 2023. It’s hard to think of a company that is growing at that pace on such a high revenue base. Meanwhile, just as the quarter had all the ingredients markets have grown used to from the chip giant over the past three years, the price action following the report was along the usual lines. NVDA stock closed almost 2% lower on May 21. In my pre-earnings analysis, I had noted that the sharp rally in Nvidia heading into the confessional lowered the probability of a major post-earnings rally. That said, I did expect the stock to close in the green following the report. Why Did Nvidia Stock Fall After Q1 Earnings? I believe Nvidia fell following the Q1 earnings report for three key reasons. The first reason, of course, is that a beat was already priced into NVDA stock. Investors expected something extraordinary from the company, which was absent in the earnings call. As analyst Jacob Bourne aptly put it, "Nvidia delivered another beat, but at this point that's essentially priced in as it keeps beating quarter after quarter.” Secondly, there are recurring concerns over the sustainability of Nvidia’s growth, particularly as hyperscalers like Amazon (AMZN) and Alphabet (GOOGL) — which are among the company's biggest customers — build their own chips for in-house use as well as third-party sales. Incidentally, in its Form 10Q, Nvidia noted, “Some of our customers are developing their own ASICs and other products, including d...
For years now, short sellers on Wall Street have treated semiconductor stocks like a dangerous game of timing. These investors bet against companies by borrowing shares and selling them, hoping prices fall so they can buy them back cheaper later. When chip stocks stumble, short sellers see opportunity. When AI excitement takes over, they often get burned. Right now, semiconductor stocks, like Qual...
For years now, short sellers on Wall Street have treated semiconductor stocks like a dangerous game of timing. These investors bet against companies by borrowing shares and selling them, hoping prices fall so they can buy them back cheaper later. When chip stocks stumble, short sellers see opportunity. When AI excitement takes over, they often get burned. Right now, semiconductor stocks, like Qualcomm (QCOM) are right at the center of it again. QCOM stock was pressured in 2026 amid weak smartphone demand, a global memory glut, and a cautious near-term outlook. But it recently swung from as low as $122 last month to as high as $247.90 this month. That’s still more than a 100% swing in a short span. So, is this real long-term momentum, or just another sharp rally that fades again? CNBC recently reported, bearish bets against major semiconductor names remain stubbornly high even as the sector heads into earnings from Nvidia (NVDA) on May 20, Wednesday. That matters because Nvidia’s results have become the pulse of the AI trade, often steering sentiment across the entire chip industry. Beneath the optimism, cracks are showing. Concerns around slowing smartphone demand, stretched semiconductor valuations, and doubts over whether companies can truly diversify their AI businesses are making investors nervous. Qualcomm sits right in the middle of that uncertainty. Short interest in Qualcomm has now climbed to nearly $11.8 billion – its highest level in at least a decade. According to S3 Partners’ Ihor Dusaniwsky, short sellers are not capitulating yet, with many believing the recent pullback could be the beginning of a deeper reset after years of AI-fueled momentum. That puts enormous pressure on Qualcomm. Bulls now need the company’s AI pivot to become more than just a story. They need real growth, real execution, and results that can finally force the skeptics to blink first. About Qualcomm Stock San Diego, California-based Qualcomm is a fabless semiconductor company that...
quantic69/iStock via Getty Images Real Estate Weekly Outlook U.S. equity markets advanced for an eighth straight week - their longest winning streak since late 2023 - as investors looked through renewed rate volatility and energy-driven inflation concerns and embraced hopes that the U.S. and Iran are nearing a deal to reopen the Strait of Hormuz and restore crude flows. Stocks overcame a shaky sta...
quantic69/iStock via Getty Images Real Estate Weekly Outlook U.S. equity markets advanced for an eighth straight week - their longest winning streak since late 2023 - as investors looked through renewed rate volatility and energy-driven inflation concerns and embraced hopes that the U.S. and Iran are nearing a deal to reopen the Strait of Hormuz and restore crude flows. Stocks overcame a shaky start to the week after oil briefly surged to nearly $110 per barrel and long-term Treasury yields touched their highest levels since 2007, before risk appetite improved into the weekend on reports of progress toward a Hormuz reopening deal. Investors also digested the formal transition at the Federal Reserve, as Kevin Warsh was sworn in as Chair following a narrow Senate confirmation, while Fed minutes showed that policymakers are increasingly prepared to keep rates elevated for longer - and potentially tighten further - if inflation remains above target. Hoya Capital Extending its record-breaking run, the S&P 500 gained 0.9% on the week and finished just shy of its mid-May record high, while the Dow outperformed and eclipsed its prior historic peak set more than three months earlier. The Nasdaq 100 advanced 1.2%, though tech stocks lagged the broader market after results from chip giant Nvidia ( NVDA ) failed to clear ultra-high expectations. Beneath the surface, however, market breadth improved notably after several weeks of narrow leadership. The Mid-Cap 400 gained 1.7%, while the Small-Cap 600 rallied 2.6% as easing oil prices and improving risk appetite helped smaller-cap cyclicals regain traction. Real estate equities were among the week’s leaders, fueled by a strong finish to earnings season and a wave of major strategic activity across the sector. The Equity REIT Index rallied 3.0%, with 19 of 20 property sectors in positive territory, regaining its year-to-date outperformance margin versus the S&P 500 after briefly losing it last week. The Housing Index jumped nearly...
urfinguss/iStock via Getty Images Cavco Industries, Inc. ( CVCO ) hasn’t been unaffected by weak housing market conditions, but the factory-built housing manufacturer has still reported much more stable earnings than most traditional homebuilders. The recent fiscal Q4 report from early 2026 showed a clear earnings hiccup, but a smaller one than a number of sector peers. As the short-term housing m...
urfinguss/iStock via Getty Images Cavco Industries, Inc. ( CVCO ) hasn’t been unaffected by weak housing market conditions, but the factory-built housing manufacturer has still reported much more stable earnings than most traditional homebuilders. The recent fiscal Q4 report from early 2026 showed a clear earnings hiccup, but a smaller one than a number of sector peers. As the short-term housing market outlook remains turbulent, Cavco’s is as well, but the long-term outlook is still healthy. Factory-built homes’ affordability is a clear edge for Cavco in an unaffordable housing market. I maintained a Hold rating in my previous April 2025 article on the stock, titled “ Cavco Industries: Affordability Remains A Clear Competitive Edge.” The stock has since returned only 4%, while the S&P 500 has returned 42%. My Rating History on CVCO (Seeking Alpha) Cavco Q4 Review Cavco reported 8% revenue growth to $550 million in the Q4 report. Cavco managed to increase revenue per sold home by 9%, partially offset by a -1% decline in sold homes. Financial services revenue grew by 8% to $22 million. Volume growth slowed from previous quarters into a small decline, but a larger share of sales through company-owned stores and an improved product mix helped an increasingly large increase in the average revenue figure. After a very strong third quarter, the topline result missed Wall Street’s consensus by a noticeable $21 million margin. The slight decline in volume was a disappointment considering the acquisition of American Homestar that gave sales volume an inorganic boost. Author's Illustration Using TIKR Data I believe that Cavco’s top-line performance was still good when considering general housing sector conditions. The sales performance is in stark contrast to traditional homebuilders; Lennar Corporation ( LEN ), D.R. Horton, Inc. ( DHI ), and PulteGroup, Inc. ( PHM ) all reported significant earnings declines to start 2026 (earnings: LEN , DHI , PHM ). Housing affordability is...
Although Warren Buffett may be retired as CEO of Berkshire Hathaway (BRKA +1.43%) (BRKB +1.32%), he's still chairman of the board. That means his influence still reaches deeply within the company he built, and there is evidence of that in Berkshire's first-quarter investment activities. One of Buffett's last moves as CEO was to initiate a position in Alphabet (GOOG 1.04%) (GOOGL 1.19%), a company ...
Although Warren Buffett may be retired as CEO of Berkshire Hathaway (BRKA +1.43%) (BRKB +1.32%), he's still chairman of the board. That means his influence still reaches deeply within the company he built, and there is evidence of that in Berkshire's first-quarter investment activities. One of Buffett's last moves as CEO was to initiate a position in Alphabet (GOOG 1.04%) (GOOGL 1.19%), a company he had been a longtime fan of, but that he didn't invest in until Q3 2025. While Berkshire didn't do anything with the stock in Q4, it more than tripled its position during Q1. That's a major vote of confidence and makes Alphabet one of Berkshire's largest holdings. But this information is old. Is the stock still a buy today? Berkshire got a much better deal than you can get today Although investors learned about Berkshire's Q1 buys on May 15, the information is as of March 31. That delay can be a big deal, as Alphabet's stock has risen significantly since March 31. During Q1, the average price for Alphabet's stock was $314, although it dipped a bit as the quarter ended. Now, it trades for nearly $400 per share due to a major AI rally that kicked off in April. So, Berkshire got a better deal than you can get today, but is the stock still worth buying? In Q1, Alphabet's revenue growth accelerated to 22% year over year, thanks to the strength of its Google Search and Google Cloud business units. In particular, Google Cloud revenue soared 63% year over year. Investors can expect similar growth for years to come, as Alphabet is making major investments in cloud infrastructure to support massive AI workloads coming online. It's also making a nice profit from its own AI chip that it's now selling to external clients. Expand NASDAQ : GOOGL Alphabet Today's Change ( -1.19 %) $ -4.61 Current Price $ 383.05 Key Data Points Market Cap $4.6T Day's Range $ 381.78 - $ 388.75 52wk Range $ 162.00 - $ 408.61 Volume 749.2K Avg Vol 28.6M Gross Margin 60.43 % Dividend Yield 0.22 % That bodes w...
Shares of technology company C3.ai (AI 0.43%) have cratered 59% in the past 12 months as the business has struggled to deliver strong growth. While it has well over 100 artificial intelligence (AI) turnkey solutions for enterprises, its sales have been declining in recent quarters. Last year, the company's CEO and founder, Thomas Siebel, announced he was stepping down due to health reasons. Stephe...
Shares of technology company C3.ai (AI 0.43%) have cratered 59% in the past 12 months as the business has struggled to deliver strong growth. While it has well over 100 artificial intelligence (AI) turnkey solutions for enterprises, its sales have been declining in recent quarters. Last year, the company's CEO and founder, Thomas Siebel, announced he was stepping down due to health reasons. Stephen Ehikian took over effective Sept. 1, 2025. Things haven't improved for the business since then, and C3.ai was even considering a sale at one point. Recently, however, the AI company has announced that Siebel has returned as CEO. Could Siebel, who in the past had been key in the company's sales process, help the business turn things around? C3.ai's struggles are reflected in its poor growth There's little mystery into why C3.ai's stock has struggled in recent years, and that's because the company, which is involved in AI solutions, hasn't been growing. At a time when demand for seeming all things related to AI has been taking off, C3.ai's business has been struggling, which is a deeply troubling sign. The company released preliminary fourth-quarter results on May 12, with revenue totaling $51.6 million for the period ending April 30. That's a massive decline from the $108.7 million it generated a year ago. Last year, when the company's sales began to fall, Siebel says that health issues prevented him from being involved in the sales process as much as he would have normally been in the past, and he believes that was a reason for the company's poor performance. Now, however, with Siebel back (as of May 8) and his health issues having improved, there's renewed hope that the company may potentially be able to deliver stronger growth numbers in upcoming quarters. Expand NYSE : AI C3.ai Today's Change ( -0.43 %) $ -0.04 Current Price $ 9.29 Key Data Points Market Cap $1.3B Day's Range $ 9.19 - $ 9.80 52wk Range $ 7.67 - $ 30.24 Volume 4.5M Avg Vol 5.6M Gross Margin 43.45 % Why ...
You signed up for Social Security early to receive the most checks, but now you're worried you may have short-changed yourself. Applying as soon as possible reduces your monthly benefit by up to 30%. For many, that leads to a smaller lifetime benefit, too. But it's not all bad news. There are still ways to increase your Social Security checks even after you've applied. If any of the four things be...
You signed up for Social Security early to receive the most checks, but now you're worried you may have short-changed yourself. Applying as soon as possible reduces your monthly benefit by up to 30%. For many, that leads to a smaller lifetime benefit, too. But it's not all bad news. There are still ways to increase your Social Security checks even after you've applied. If any of the four things below apply to you, your benefits might get a boost in 2027, above and beyond the cost-of-living adjustment (COLA). 1. You withdraw your Social Security application You may withdraw your Social Security application if it's been less than 12 months since you applied. You must also pay back any benefits that you and any family members claiming on your work record have received from the program so far. If you're able to do this, the government will treat you as if you never applied for Social Security. Every month you wait to reapply will increase your future benefits. However, this is a one-time offer, so make sure you think carefully about when you want to sign up again. 2. You suspend your application at your full retirement age (FRA) Those who cannot withdraw their Social Security application can suspend benefits once they reach their full retirement age (FRA) -- 67 for most people. You don't have to pay back any money to do this, but you do have to get used to going without your checks for a while. While you're not receiving benefits, your checks will grow by 2/3 of 1% per month, or 8% per year. This will continue until you either request that benefits resume or reach 70, when you qualify for your maximum benefit amount. 3. You're working and earning more than you did in years past The Social Security Administration (SSA) looks at your average income over your 35 highest-earning years when calculating your benefits. But if you're still working while claiming checks, your 35 highest-earning years might change, even after you've applied. If you're earning more today than you ...
I've stayed positive on Contemporary Amperex Technology Co., Limited ( CYATY ) ( CTATF ) (3750.HK), also known as "CATL." Events in the current month send me a clear message about CYATY's untapped potential. My view of its supply chain integration, diversification beyond lithium-ion batteries, and overseas growth is constructive. My March 10, 2026, initiation piece highlighted the firm's above-exp...
I've stayed positive on Contemporary Amperex Technology Co., Limited ( CYATY ) ( CTATF ) (3750.HK), also known as "CATL." Events in the current month send me a clear message about CYATY's untapped potential. My view of its supply chain integration, diversification beyond lithium-ion batteries, and overseas growth is constructive. My March 10, 2026, initiation piece highlighted the firm's above-expectations 4Q25 bottom line and promising FY26 outlook. Investment in Data Center Operator Deepens Supply Chain Integration SA News reported in late May that "CATL bought a 38% stake in VNET" Group ( VNET ). The investee is "an industry-leading player known for [their] high-performance data centers/DCs" based on its analyst call disclosures. My view of the company's latest move is favorable, as outlined below. CYATY's "Energy Storage System/ESS batteries" business boasted a mid-30% worldwide market share, according to my Mar '26 write-up. This is complemented by VNET's substantial 0. 9 GW DC capacity as of the end of 2025. It's reasonable to think that the former has secured its future demand by acquiring a minority interest in the latter. I also like how it has become vertically entrenched across the sector now. According to Chinese media Yicai Global , CYATY spent $0.6B to own 49% of the shares in a "supplier of data center power systems" called Zhongheng last month. I anticipate that it will be able to market a full suite of DC solutions involving infrastructure, cells, and sites following the VNET/Zhongheng transactions. New Contract Marks A Critical Milestone CYATY issued a press release in early May revealing the inking of "the largest sodium-ion battery supply agreement in the world." I perceive this to be an inflection point for the scaling-up of this segment's commercial operations. The company has targeted "mass production of sodium-ion batteries" within the current year, as per S&P Global . The fresh 3-year, 60 GWh deal serves as a powerful catalyst to secure this...
ampueroleonardo/iStock Unreleased via Getty Images Tilman Fertitta's Fertitta Entertainment is in exclusive negotiations to acquire Caesars Entertainment ( CZR ) for approximately $18B in enterprise value. The deal could have implications across the casino and casino REIT sector if it makes it to the finish line. JPMorgan analyst Daniel Politzer sees the potential for casino asset sales, pointing ...
ampueroleonardo/iStock Unreleased via Getty Images Tilman Fertitta's Fertitta Entertainment is in exclusive negotiations to acquire Caesars Entertainment ( CZR ) for approximately $18B in enterprise value. The deal could have implications across the casino and casino REIT sector if it makes it to the finish line. JPMorgan analyst Daniel Politzer sees the potential for casino asset sales, pointing to Golden Nugget casinos overlap with Caesars Entertainment ( CZR ) in Lake Tahoe, Lake Charles, Atlantic City, Biloxi, Laughlin, and Las Vegas. There is also minimal casino overlap in Cripple Creek, Colorado, and Danville, Illinois, with Caesar's footprint. Politzer noted that he believes that all the Golden Nugget casinos are wholly owned, but many of Caesars casinos in overlapping markets are leased and thus are more difficult and less lucrative to sell due to the potential costs of breaking a master lease. The firm thinks potential wholly owned divestitures could net $2.3B in proceeds and would likely include Circus Circus Reno, Eldorado Reno, Horseshoe Lake Charles, Golden Nugget Atlantic City, and a property in Las Vegas like the Flamingo or Golden Nugget. Notably, Politzer and his team think a Caesars ( CZR ) takeout at the suggested +7X EV/EBITDAR multiple and 15% free cash flow yield will be a positive for how investors view the valuations for MGM Resorts International ( MGM ) and PENN Entertainment ( PENN ). As for casino REITs, a Caesars sale isn't expected to have much recourse for VICI Properties ( VICI ) and Gaming and Leisure Properties ( GLPI ) because the master leases can betransferred to a qualified party such as Fertitta, and the corporate guarantees would carryover. Another interesting twist of Fertitta's casino section ambitions is that he is the largest shareholder of Wynn Resorts ( WYNN ). In an appearance before the Nevada Gaming Control Board, Fertitta Entertainment’s general counsel said Fertitta believes Wynn’s stock “should be significantly high...