Super Micro Computer SMCI and Alphabet Inc. GOOGL are two crucial players in the AI data center market. While Super Micro Computer provides server and storage infrastructure to set up AI data centers, Alphabet develops custom-designed, application-specific integrated circuits and owns AI factories to run its large language models. SMCI has strengthened its AI servers, GPU racks, liquid cooling, mo...
Super Micro Computer SMCI and Alphabet Inc. GOOGL are two crucial players in the AI data center market. While Super Micro Computer provides server and storage infrastructure to set up AI data centers, Alphabet develops custom-designed, application-specific integrated circuits and owns AI factories to run its large language models. SMCI has strengthened its AI servers, GPU racks, liquid cooling, modular data-center systems and partnership with NVIDIA, while GOOGL controls its entire ecosystem with cloud platform, networking, AI models and physical data centers containing its own tensor processing units. Considering the unprecedented growth forecast of the AI market, both companies are likely to capitalize on the emerging trends. Given this scenario, let's closely examine the fundamentals of the two companies, so investors can make an informed bet. The Case for SMCI Stock Super Micro Computer is benefiting from a rapid surge in global AI infrastructure spending, driven by hyperscalers, NeoCloud providers, sovereign AI initiatives, AI factories and enterprise customers as they deploy next-generation AI workloads. SMCI has rapidly transformed from a traditional server manufacturer into a full-stack AI infrastructure and end-to-end data center solutions provider through its expanding Data Center Building Block Solutions (DCBBS) portfolio. Management highlighted that SMCI is now evolving into a “total data center solution provider,” offering not only AI servers and storage but also liquid cooling infrastructure, networking, power shelves, battery backup systems, deployment services and software management tools. DCBBS is increasingly helping the company improve customer stickiness, enhance margins and generate recurring software and service revenues. As DCBBS continues to gain traction with both existing and new customers, management expects the segment to contribute at least 20% of net income within the next two years and more than 25% over the longer term. SMCI’s AI GPU...
syahrir maulana/iStock via Getty Images Investment Approach Fidelity® Intermediate Municipal Income Fund is a diversified national municipal bond strategy investing primarily in intermediate-maturity general obligation and revenue-backed securities. Our investment approach focuses on fundamental credit analysis, yield-curve positioning and an analysis of the structural characteristics of each secu...
syahrir maulana/iStock via Getty Images Investment Approach Fidelity® Intermediate Municipal Income Fund is a diversified national municipal bond strategy investing primarily in intermediate-maturity general obligation and revenue-backed securities. Our investment approach focuses on fundamental credit analysis, yield-curve positioning and an analysis of the structural characteristics of each security. The fund's interest rate sensitivity is targeted closely to that of its benchmark to prevent interest rate speculation from overwhelming research-based strategies that we deem to have a higher likelihood of long-term success. We emphasize a total-return approach that seeks to generate a high level of tax-exempt income, consistent with the preservation of capital. Performance Summary Cumulative Annualized 3 Month YTD 1 Year 3 Year 5 Year 10 Year/ LOF 1 Fidelity Intermediate Municipal Income Fund Gross Expense Ratio: 0.39%2 -0.47% -0.47% 4.46% 2.97% 1.22% 2.12% Bloomberg Municipal Bond Index -0.18% -0.18% 4.29% 2.87% 0.84% 2.16% Bloomberg 3-15 Year Blend (2-17) Muni Bond Index -0.34% -0.34% 4.60% 2.86% 1.11% 2.14% Lipper Intermediate Municipal Debt Funds Classification -0.07% -0.07% 4.24% 3.13% 1.05% 1.87% Morningstar Muni National Interm -0.12% -0.12% 4.30% 3.12% 0.94% 1.88% Click to enlarge 1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 04/15/1977. 2 This expense ratio is from the most recent prospectus and generally is based on amounts incurred during the most recent fiscal year, or estimated amounts for the current fiscal year in the case of a newly launched fund. It does not include any fee waivers or reimbursements, which would be reflected in the fund's net expense ratio. Past performance is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance stated. Pe...
Aon plc AON is a leading global provider of risk, retirement and health solutions, serving clients across more than 120 countries. The company has been benefiting from steady organic growth, strong client retention and strategic acquisitions. Its shares have lost 8% year to date compared with the industry’s average decline of 18% over the same period. Valuation of AON AON has a market capitalizati...
Aon plc AON is a leading global provider of risk, retirement and health solutions, serving clients across more than 120 countries. The company has been benefiting from steady organic growth, strong client retention and strategic acquisitions. Its shares have lost 8% year to date compared with the industry’s average decline of 18% over the same period. Valuation of AON AON has a market capitalization of nearly $69.4 billion. The stock appears somewhat expensive relative to the industry. Shares are currently trading at a forward 12-month P/E of around 16.3X, above the industry average of 14.5X, reflecting a premium valuation. The stock currently carries a Value Score of C. Where Do Estimates for AON Stand? Aon is expected to deliver year-over-year earnings growth of 11.7% in 2026 to $19.07 per share, followed by an additional 11.1% increase in 2027. Over the past month, analysts have raised 2026 earnings estimates eight times versus three downward revisions. The consensus estimate for 2026 revenues is pegged at $17.99 billion, implying year-over-year growth of 4.7%. AON beat on earnings in each of the trailing four quarters, delivering an average surprise of 3.1%. This is depicted in the figure below. Aon plc Price, Consensus and EPS Surprise Aon plc price-consensus-eps-surprise-chart | Aon plc Quote What’s Favoring AON Stock? Aon’s Accelerating Aon United (“AAU”) initiative is improving efficiency through technology streamlining, operational consolidation and better integration of its Risk Capital and Human Capital businesses. Lower AAU Program expenses and rising savings in first-quarter 2026 reflect solid execution. Management expects annual run-rate savings of $450 million by 2027, supporting margins and earnings growth. Aon’s 3x3 Plan is strengthening its business model through AI-driven tools, analytics and operational simplification. Solutions like Broker Copilot and Aon Claims Copilot are improving client servicing and productivity. The company plans to invest...
Gilead Sciences, Inc. GILD announced that the FDA has granted accelerated approval to Hepcludex (bulevirtide-gmod) for adults with chronic hepatitis delta virus (HDV) infection. The approval makes Hepcludex the first FDA-approved therapy for HDV in the United States. Shares of GILD inched up 3% on May 22, following the news. Year to date, shares have gained 9.5% against the industry's decline of 0...
Gilead Sciences, Inc. GILD announced that the FDA has granted accelerated approval to Hepcludex (bulevirtide-gmod) for adults with chronic hepatitis delta virus (HDV) infection. The approval makes Hepcludex the first FDA-approved therapy for HDV in the United States. Shares of GILD inched up 3% on May 22, following the news. Year to date, shares have gained 9.5% against the industry's decline of 0.3%. Image Source: Zacks Investment Research More on FDA Approval of GILD’s HDV Treatment The approval was supported by data from the phase III MYR301 study, where Hepcludex achieved statistically significant improvements in combined virologic and biochemical response at week 48 compared with delayed treatment. The therapy demonstrated reductions in HDV RNA levels and normalization of alanine aminotransferase, with sustained efficacy and generally favorable tolerability through up to 144 weeks of treatment. Chronic HDV is considered the most severe form of viral hepatitis due to its rapid progression to liver failure and liver-related death, highlighting the significant unmet need for effective treatments. HDV affects an estimated 40,000 to 80,000 people in the United States among individuals living with chronic hepatitis B virus. Hepcludex (bulevirtide-gmod) 8.5 mg is approved for adults with chronic HDV infection without cirrhosis or with compensated cirrhosis under the FDA’s accelerated approval pathway. Continued approval may depend on confirmation of clinical benefit in ongoing studies. GILD’s Update on Trodelvy GILD also announced that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency has issued a positive opinion recommending approval of Trodelvy as a monotherapy for adults with unresectable locally advanced or metastatic triple-negative breast cancer (TNBC) who have not received prior systemic treatment for metastatic disease and are not eligible for PD-1 or PD-L1 inhibitor therapy. A final decision from the European Commissi...
GE HealthCare Technologies Inc. GEHC recently entered into a research collaboration with the University of Washington Department of Radiology (UW Medicine Radiology), focused on advancing computed tomography (“CT”) and molecular imaging (“MI”) technologies. The initiative aims to automate workflows across cardiology, oncology and theranostics while supporting faster clinical translation of next-ge...
GE HealthCare Technologies Inc. GEHC recently entered into a research collaboration with the University of Washington Department of Radiology (UW Medicine Radiology), focused on advancing computed tomography (“CT”) and molecular imaging (“MI”) technologies. The initiative aims to automate workflows across cardiology, oncology and theranostics while supporting faster clinical translation of next-generation imaging technologies. Per management, molecular imaging and CT are converging more than ever to improve disease detection and characterization throughout the patient journey. The collaboration with UW Medicine Radiology will help to advance imaging technologies that provide more precise, actionable insights and support greater precision in diagnostic imaging innovation. Likely Trend of GEHC Stock Following the News Shares of GEHC have lost 0.2% since the announcement on Thursday. In the year-to-date period, shares of the company have fallen 21.7% compared with the industry’s 22.2% decline. However, the S&P 500 has risen 9.6% in the same timeframe. In the long run, the collaboration strengthens GEHC’s position in advanced diagnostic imaging and precision medicine by deepening its 30-year relationship with UW Medicine Radiology. The partnership provides GEHC with a platform to refine and validate next-generation CT and molecular imaging technologies in real-world clinical settings, supporting broader adoption across global healthcare systems. The initiative also supports GEHC’s strategy of combining AI, automation and imaging hardware to improve workflow efficiency and deliver personalized patient care. GEHC currently has a market capitalization of $29.22 billion. Image Source: Zacks Investment Research More on the Strategic Collaboration The research collaboration between UW Medicine Radiology and GE HealthCare is focused on advancing CT, MI and theranostics to improve diagnosis, treatment and patient care. The partnership is built around two core programs aimed at ...
Slip-ups are brutally punished in English football’s top flight, but enlightened management can still transform a team’s fortunes Sign up for the World Behind The Cup newsletter The final day of the season, to a modern audience, can seem almost overwhelming: 10 games going on at once, each with their own rhythm and dynamic and storyline. It can be hard to imagine that at one time, before the adven...
Slip-ups are brutally punished in English football’s top flight, but enlightened management can still transform a team’s fortunes Sign up for the World Behind The Cup newsletter The final day of the season, to a modern audience, can seem almost overwhelming: 10 games going on at once, each with their own rhythm and dynamic and storyline. It can be hard to imagine that at one time, before the advent of regular live television coverage, this is how it was every weekend. But from the mass of narratives, one key theme, one that has lurked in the background all season, emerged: that this is a brutally hard, extremely competitive, league in which any slip-up is punished. There have been complaints this season about the style of many games, but then there comes a point towards the end of most seasons when a number of fans pronounce themselves bored and declare it a bad season; that tends to correlate quite strongly with how well their team has done. This is an extract from Soccer with Jonathan Wilson, a weekly look from the Guardian US at the game in Europe and beyond. Subscribe for free here. Have a question for Jonathan? Email soccerwithjw@theguardian.com , and he’ll answer the best in a future edition Continue reading...
Novo Nordisk NVO announced that the Committee for Medicinal Products for Human Use (CHMP) under the European Medicines Agency (EMA) has issued a positive opinion recommending marketing authorization for Wegovy pill (once-daily oral semaglutide 25 mg) to reduce excess body weight and support long-term weight management. The opinion also includes the SELECT study data in the label, showing that Wego...
Novo Nordisk NVO announced that the Committee for Medicinal Products for Human Use (CHMP) under the European Medicines Agency (EMA) has issued a positive opinion recommending marketing authorization for Wegovy pill (once-daily oral semaglutide 25 mg) to reduce excess body weight and support long-term weight management. The opinion also includes the SELECT study data in the label, showing that Wegovy reduces the risk of major adverse cardiovascular events. Per NVO, Wegovy pill is the first oral GLP-1 RA therapy to receive a positive CHMP recommendation for weight management in the EU. Data from the OASIS study program and the SELECT study support the positive opinion. In the OASIS 4 study, treatment with the Wegovy pill led to a mean weight loss of 16.6% among adults with obesity or overweight and at least one comorbidity when treatment was adhered to. The result was broadly comparable to injectable Wegovy 2.4 mg, with about one-third of patients achieving weight loss of 20% or more. Per Novo Nordisk, the safety and tolerability profile of the Wegovy pill was consistent with prior semaglutide studies in weight management. The company also highlighted more than 50 million patient-years of real-world safety data for semaglutide and noted that the proposed label includes no drug–drug restrictions with concomitant medications. Year to date, Novo Nordisk shares have lost 11.6% against the industry’s 2.3% growth. Image Source: Zacks Investment Research The positive opinion moves the Wegovy pill closer to becoming the first oral GLP-1 treatment approved for weight management in the EU. Novo Nordisk expects to launch the medicine in the first markets outside the United States in the second half of 2026. NVO’s blockbuster weight-loss injection, Wegovy, is already approved worldwide to reduce major cardiovascular events, ease HFpEF symptoms and relieve osteoarthritis-related knee pain in obesity. Its label has also been expanded to treat metabolic dysfunction-associated steato...
primeimages/E+ via Getty Images After three decades of watching market cycles play out from both sides of the trade, I’ve come to a simple conclusion: Wall Street’s love of simple rules is one of the most dangerous aspects of investing. When stocks fall 10%, it’s just a “correction.” However, if they decline 20%, it’s a “bear market.” Simple, clean, repeatable, and printed on every financial media...
primeimages/E+ via Getty Images After three decades of watching market cycles play out from both sides of the trade, I’ve come to a simple conclusion: Wall Street’s love of simple rules is one of the most dangerous aspects of investing. When stocks fall 10%, it’s just a “correction.” However, if they decline 20%, it’s a “bear market.” Simple, clean, repeatable, and printed on every financial media graphic from here to Tokyo. The problem is that the definitions of a correction and bear market have not been updated since Alan Shaw developed them at Smith Barney in the 1960s. Moreover, the market those definitions were designed to describe no longer exists. Currently, the S&P 500 index is roughly 83% above its long-term trend line, with the Shiller CAPE (cyclically adjusted price-to-earnings ratio) hovering near 40. That valuation level was only exceeded once in the history of American financial markets. The Fed’s balance sheet, still at $6.7 trillion, is more than eight times its pre-2008 level. Under these conditions, the old bear market definition no longer measures what it was built to measure. A 20% decline from here doesn’t signal either a regime or price trend change. In other words, it would be only a “correction” within an ongoing bullish trend. That understanding is key to today’s discussion. The Current Bear Market Definition Is Arbitrary As noted, the “20% rule” traces to Alan Shaw, a technical analyst at Smith Barney in the mid-20th century. His framework was simple. Anything up to 10% was noise. A decline of 10% to 20% was a correction. Anything beyond 20% was a bear market. Shaw’s colleague Louise Yamada, who took over Smith Barney’s technical analysis practice in 2000, later described its staying power with characteristic directness: “It’s just so easy and simple to remember.” Shaw’s framework made sense in its time. Markets in those decades lived much closer to a gravitational center of fair value. When prices fell by 20%, they often broke the market’s...
McDonald's Corporation MCD is navigating a difficult cost environment as inflationary pressure continues to weigh on franchisee margins across major markets. Higher beef prices, rising energy expenses and supply-chain disruptions are increasing restaurant-level costs at a time when the company is also trying to maintain its value positioning. The pressure appears more pronounced in Europe, where b...
McDonald's Corporation MCD is navigating a difficult cost environment as inflationary pressure continues to weigh on franchisee margins across major markets. Higher beef prices, rising energy expenses and supply-chain disruptions are increasing restaurant-level costs at a time when the company is also trying to maintain its value positioning. The pressure appears more pronounced in Europe, where beef inflation has remained elevated. At the same time, McDonald’s expects food and paper inflation to stay in the low to mid-single-digit range in the United States and in the mid-single digits across international operated markets during 2026. These cost pressures are limiting margin flexibility for franchisees, especially as consumer spending remains uneven. McDonald’s strategy currently relies on balancing affordability with restaurant economics. Aggressive pricing actions may hurt traffic, particularly among lower-income consumers already affected by inflation and higher gas prices. As a result, the company continues leaning on meal deals, value platforms and promotional offerings to protect guest counts and market share. However, maintaining value while input costs rise creates additional strain on franchisees. Beef-heavy menu categories are becoming more expensive to operate, making product mix increasingly important. This partly explains why McDonald’s continues to focus on chicken innovation, as the category is growing faster globally and carries a relatively better cost structure compared with beef. The company is also using scale advantages, supplier relationships and hedging strategies to manage near-term inflation. These measures may help reduce volatility, but management expects broader cost pressures and supply-chain uncertainty to remain a risk into late 2026 and 2027. For McDonald’s, sustaining franchisee margins may depend less on pricing and more on traffic growth, menu mix optimization and operational efficiency. With inflation still elevated, protecting ...
Sandisk (SNDK 3.79%) stock has been one of the top performers on the stock market in 2026, with shares of the memory specialist rising more than 5x so far this year. However, what's worth noting is that analysts expect Sandisk's red-hot rally to continue even after its remarkable rally. Last month, equity research firm Bernstein noted that this semiconductor stock could soar to $3,000. Analyst Mar...
Sandisk (SNDK 3.79%) stock has been one of the top performers on the stock market in 2026, with shares of the memory specialist rising more than 5x so far this year. However, what's worth noting is that analysts expect Sandisk's red-hot rally to continue even after its remarkable rally. Last month, equity research firm Bernstein noted that this semiconductor stock could soar to $3,000. Analyst Mark Newman of the investment research firm believes that the booming demand for NAND flash chips and the sustained increase in pricing will be a tailwind for Sandisk. Bernstein's $3,000 estimate is based on a significant increase in the company's earnings over the next three years, suggesting the stock will double from current levels. But can Sandisk indeed live up to Bernstein's expectations and deliver such terrific gains? Let's find out. Sandisk's valuation suggests that the market hasn't completely priced its growth potential Sandisk is trading at 50 times earnings, a slight premium to the tech-focused Nasdaq Composite index's price-to-earnings ratio of 43. However, this premium is justified by the exponential earnings growth that Sandisk has been clocking. Expand NASDAQ : SNDK Sandisk Today's Change ( -3.79 %) $ -58.49 Current Price $ 1483.75 Key Data Points Market Cap $219B Day's Range $ 1474.30 - $ 1527.78 52wk Range $ 36.21 - $ 1600.00 Volume 306.2K Avg Vol 17.1M Gross Margin 56.04 % The company's adjusted earnings in the first nine months of fiscal 2026 (which ended on April 3) jumped by 11.5x year over year to $31.32 per share. Even better, Sandisk's guidance of $31.50 in earnings per share for the current quarter points toward a massive acceleration in growth. Sandisk is therefore on track to end fiscal 2026 with $62.82 in earnings per share (based on the midpoint of its earnings guidance for the current quarter). That would be a huge improvement over the earnings per share of $2.99 it reported in fiscal 2025. Analysts have also become bullish about Sandisk's earni...
SpaceX will be one of the most sought-after initial public offerings (IPOs) in Wall Street's history. However, with a valuation expected at close to $2 trillion, retail investors may struggle to buy in early enough to capture meaningful upside. That makes EchoStar (SATS 3.30%) an unusual way to get exposure to SpaceX before the rocket and satellite company starts selling stock. EchoStar agreed to ...
SpaceX will be one of the most sought-after initial public offerings (IPOs) in Wall Street's history. However, with a valuation expected at close to $2 trillion, retail investors may struggle to buy in early enough to capture meaningful upside. That makes EchoStar (SATS 3.30%) an unusual way to get exposure to SpaceX before the rocket and satellite company starts selling stock. EchoStar agreed to sell 65 megahertz of wireless spectrum to SpaceX, providing support for SpaceX's Starlink to offer direct-to-device service (connecting regular phones directly to satellites). The deal was first valued at about $17 billion, but amended terms could lift the total to about $20 billion, including up to $11 billion in SpaceX stock valued at $212 per share. In May 2026, the FCC approved EchoStar's broader $40 billion spectrum sale to SpaceX and AT&T. These regulatory approvals have brought EchoStar closer to receiving cash and SpaceX stock. EchoStar's SpaceX stake is changing the story EchoStar is not a clean alternative to SpaceX. The company's legacy satellite TV business remains under pressure, with pay-TV subscribers declining by about 366,000 in the first quarter of fiscal 2026 (ending March 31, 2026). However, EchoStar has also reduced its net loss and improved its operating income before depreciation and amortization year over year. These improvements are giving investors a reason to look beyond the shrinking pay-TV business toward its spectrum proceeds and the SpaceX equity stake. Expand NASDAQ : SATS EchoStar Today's Change ( -3.30 %) $ -4.24 Current Price $ 124.20 Key Data Points Market Cap $36B Day's Range $ 122.73 - $ 130.46 52wk Range $ 14.90 - $ 147.25 Volume 11M Avg Vol 6.3M Gross Margin 18.99 % The upside now depends not only on its core business, but also on the value of its SpaceX stock, the cash it receives from spectrum sales, how much debt it can repay, and how much money is left after taxes and costs associated with shutting down parts of its own wireless n...
Arm Holdings ARM is accelerating its ambitions in AI infrastructure with Arm AGI CPU, a processor designed specifically for emerging agentic AI workloads. The company believes the transition from traditional AI queries to always-active AI agents will dramatically increase computing requirements inside data centers, creating a major long-term growth opportunity. The new Arm AGI CPU is positioned as...
Arm Holdings ARM is accelerating its ambitions in AI infrastructure with Arm AGI CPU, a processor designed specifically for emerging agentic AI workloads. The company believes the transition from traditional AI queries to always-active AI agents will dramatically increase computing requirements inside data centers, creating a major long-term growth opportunity. The new Arm AGI CPU is positioned as a high-efficiency alternative to conventional x86 systems, with Arm Holdings claiming significantly stronger rack-level performance and improved infrastructure economics. ARM also highlighted that its architecture can help customers lower capital spending while scaling AI workloads more efficiently across cloud and enterprise environments. This signifies Arm Holdings’ intention to move beyond its traditional licensing model and deepen its role in the AI hardware ecosystem. The company is now positioning its architecture not only as a foundational technology layer but also as a scalable platform for next-generation AI infrastructure. Cloud Giants Expand Arm Adoption Momentum behind the ARM platform appears to be strengthening among hyperscale and AI infrastructure providers. NVIDIA NVDA emphasized deeper integration of Arm-based CPUs into next-generation AI systems, and also introduced its Vera CPU platform to improve utilization and performance in AI environments. NVIDIA’s growing alignment with Arm underscores the rising importance of Arm-based computing in AI clusters. Alphabet’s GOOGL Google is also expanding its Arm strategy by integrating custom Axion CPUs into upcoming TPU systems. Google stated that its next-generation TPU infrastructure will replace legacy x86 host processors with Arm-based designs to improve efficiency and training economics. The continued commitment from Google reflects increasing confidence in Arm Holdings’ role in future cloud AI deployments. Demand Pipeline Continues Building ARM stated that customer demand for the AGI CPU has already surpasse...
Black Diamond Therapeutics BDTX shares fell 35.8% as investors appeared to take a mixed view of the latest phase II update for the company’s lead candidate, silevertinib, being evaluated for first-line non-small cell lung cancer (NSCLC) patients with EGFR non-classical mutations. The mid-stage study showed encouraging efficacy, including a preliminary median progression-free survival (mPFS) of 15....
Black Diamond Therapeutics BDTX shares fell 35.8% as investors appeared to take a mixed view of the latest phase II update for the company’s lead candidate, silevertinib, being evaluated for first-line non-small cell lung cancer (NSCLC) patients with EGFR non-classical mutations. The mid-stage study showed encouraging efficacy, including a preliminary median progression-free survival (mPFS) of 15.2 months and strong central nervous system (CNS) activity. However, the market reaction suggests investors remain concerned about the early nature of the dataset, the modest patient count, dose-related safety management and the need for a clearer pivotal path. Silevertinib is an investigational oral, covalent, brain-penetrant fourth-generation tyrosine kinase inhibitor (TKI) with a novel mechanism of action. Black Diamond Therapeutics is positioning silevertinib as a potentially differentiated option for a subset of NSCLC patients who have historically had limited benefit from available frontline TKIs. BDTX's First-Line NSCLC Study Data in Detail Black Diamond Therapeutics’ phase II study enrolled 43 frontline NSCLC patients who were treated with a 200 mg, once-daily dose of silevertinib as of April 11, 2026, data cutoff. The enrolled population included patients with a broad range of EGFR non-classical mutations, including compound mutations and P-Loop and C-Helix Compressing (PACC) mutations. The dataset also included 19 patients with brain metastases, seven of whom had measurable CNS target lesions. Median follow-up was 11.2 months. On durability, silevertinib generated a preliminary mPFS of 15.2 months. However, the median duration of response had not yet been reached at the time of the data readout. At the data cutoff date, 23 of 43 patients (53%) remained on therapy, with the longest-treated patient still on treatment at 23.5 months. These data support the view that responses may be durable, though longer follow-up will be needed to better define the final benefit-ris...
Arm Holdings ARM is accelerating its ambitions in AI infrastructure with Arm AGI CPU, a processor designed specifically for emerging agentic AI workloads. The company believes the transition from traditional AI queries to always-active AI agents will dramatically increase computing requirements inside data centers, creating a major long-term growth opportunity. The new Arm AGI CPU is positioned as...
Arm Holdings ARM is accelerating its ambitions in AI infrastructure with Arm AGI CPU, a processor designed specifically for emerging agentic AI workloads. The company believes the transition from traditional AI queries to always-active AI agents will dramatically increase computing requirements inside data centers, creating a major long-term growth opportunity. The new Arm AGI CPU is positioned as a high-efficiency alternative to conventional x86 systems, with Arm Holdings claiming significantly stronger rack-level performance and improved infrastructure economics. ARM also highlighted that its architecture can help customers lower capital spending while scaling AI workloads more efficiently across cloud and enterprise environments. This signifies Arm Holdings’ intention to move beyond its traditional licensing model and deepen its role in the AI hardware ecosystem. The company is now positioning its architecture not only as a foundational technology layer but also as a scalable platform for next-generation AI infrastructure. Cloud Giants Expand Arm Adoption Momentum behind the ARM platform appears to be strengthening among hyperscale and AI infrastructure providers. NVIDIA NVDA emphasized deeper integration of Arm-based CPUs into next-generation AI systems, and also introduced its Vera CPU platform to improve utilization and performance in AI environments. NVIDIA’s growing alignment with Arm underscores the rising importance of Arm-based computing in AI clusters. Alphabet’s GOOGL Google is also expanding its Arm strategy by integrating custom Axion CPUs into upcoming TPU systems. Google stated that its next-generation TPU infrastructure will replace legacy x86 host processors with Arm-based designs to improve efficiency and training economics. The continued commitment from Google reflects increasing confidence in Arm Holdings’ role in future cloud AI deployments. Demand Pipeline Continues Building ARM stated that customer demand for the AGI CPU has already surpasse...
Parents could face bigger fines for child's crimes under youth justice shake-up In the most extreme cases, parents could face jail if they fail to take action to address their child's behaviour.
Parents could face bigger fines for child's crimes under youth justice shake-up In the most extreme cases, parents could face jail if they fail to take action to address their child's behaviour.
In his latest interview, 'tech investment guru' Gavin Baker delves into cutting-edge models, wafers, and the competitive landscape among tech giants: 'If I could monitor only one indicator to assess the AI bubble, I would watch Taiwan Semiconductor’s capa 富途牛牛
In his latest interview, 'tech investment guru' Gavin Baker delves into cutting-edge models, wafers, and the competitive landscape among tech giants: 'If I could monitor only one indicator to assess the AI bubble, I would watch Taiwan Semiconductor’s capa 富途牛牛
The home improvement space continues to attract investor attention as demand for renovation, repair and housing-related products remains resilient despite a mixed macroeconomic backdrop. Against this backdrop, investors are increasingly comparing FGI Industries Ltd. FGI and Masco Corporation MAS to determine which stock offers the better opportunity now. While FGI is benefiting from growth initiat...
The home improvement space continues to attract investor attention as demand for renovation, repair and housing-related products remains resilient despite a mixed macroeconomic backdrop. Against this backdrop, investors are increasingly comparing FGI Industries Ltd. FGI and Masco Corporation MAS to determine which stock offers the better opportunity now. While FGI is benefiting from growth initiatives and expanding product demand in kitchen and bath solutions, Masco continues to leverage its strong brand portfolio, pricing power and steady professional renovation demand. Both companies operate in attractive segments of the housing market, but differences in scale, profitability, valuation and growth outlook could shape which stock delivers stronger returns ahead. The Case for FGI FGI Industries’ first-quarter 2026 report highlights why it could still appeal to investors despite operating in a challenging home improvement environment. While first-quarter 2026 revenues declined year over year, the company maintained gross margins at 26.8%, indicating that pricing discipline and cost controls remain effective even amid tariff-related uncertainty and softer housing demand. More importantly, FGI narrowed its operating loss from the prior-year period as selling, distribution and administrative expenses declined, reflecting improved operational efficiency. Another positive factor is the company’s diversified growth strategy across brands, products and channels. FGI saw encouraging momentum in bath furniture and shower systems, with both categories posting year-over-year growth driven by new business wins and broader customer reach. Management also highlighted expansion initiatives through Covered Bridge and Isla Porter, while continuing to add dealers in India and strengthen sourcing capabilities outside China. These efforts suggest FGI is positioning itself for longer-term growth by expanding geographically and reducing supply-chain concentration risks. FGI’s outlook also...
Corning Incorporated GLW is benefiting from strong demand for its domestically manufactured solar products. This is driving rapid growth in its newly formed Solar segment. In the first quarter of 2026, Solar revenues surged 80% year over year to $370 million, supported by robust demand across the company’s polysilicon, wafer and module manufacturing operations. The solar business has emerged as a ...
Corning Incorporated GLW is benefiting from strong demand for its domestically manufactured solar products. This is driving rapid growth in its newly formed Solar segment. In the first quarter of 2026, Solar revenues surged 80% year over year to $370 million, supported by robust demand across the company’s polysilicon, wafer and module manufacturing operations. The solar business has emerged as a key contributor to Corning’s Springboard growth strategy. It has established a vertically integrated U.S. solar manufacturing platform spanning polysilicon, ingot and wafer production, as well as solar module assembly. The company’s polysilicon business exceeded 20% corporate operating margin target in the first quarter. The company participates in three key areas of the solar value chain: solar polysilicon, solar wafers and solar modules. It has also built the largest solar ingot and wafer manufacturing facility in the United States at its Michigan facility. Corning has already secured customer commitments for wafer production and is steadily upgrading the facility to improve throughput and long-term profitability. Moreover, the company has successfully ramped up a solar module manufacturing facility in Arizona. This is also driving growth prospects. It previously targeted approximately $2.5 billion in annual revenues from its Solar Market-Access Platform by 2028. Backed by strong demand trends, the company indicated that it intends to raise the Solar Market-Access Platform's revenue outlook. Per a report from Mordor Intelligence, the U.S. Solar energy market is expected to witness a compound annual growth rate of 10.96% between 2026 and 2031. The entry to the Solar industry for Corning is of high return and low risk. Other Major Players in the Solar Market With the expanding solar opportunities worldwide, First Solar, Inc. FSLR has been investing heavily in the production ramp-up of its modules to expand its manufacturing capacity. It is the world’s largest thin-film PV s...