CrowdStrike (NASDAQ: CRWD) stock has soared in recent years as the business itself gathered tremendous momentum. The cybersecurity giant harnesses the power of artificial intelligence (AI) to deliver a wide variety of solutions to its customers -- and that has resulted in increasing adoption rates and revenue. Investors have been eager to get in on this company that is successfully using AI, as th...
CrowdStrike (NASDAQ: CRWD) stock has soared in recent years as the business itself gathered tremendous momentum. The cybersecurity giant harnesses the power of artificial intelligence (AI) to deliver a wide variety of solutions to its customers -- and that has resulted in increasing adoption rates and revenue. Investors have been eager to get in on this company that is successfully using AI, as the stock has climbed 320% over the past three years. And this year, it's advanced about 35% to trade at more than $600 a share. This fantastic gain has inspired CrowdStrike to do something that several other tech giants -- from Nvidia to Broadcom -- have done in recent years. CrowdStrike announced a stock split, an operation that will bring down the per-share price and therefore make the stock more accessible to investors. The operation will take place on July 1. Should you buy CrowdStrike before the big day? Let's find out. Continue reading
Taiwan Test Fires US Mobile Launchers Into Waters Directly Facing China For First Time China's PLA military has long been known to intimidate and threaten the self-ruled island of Taiwan, mainly with large military exercises which sometime encircle it partially or completely, or else with a heavy naval boat presence in the Strait of Hormuz. Taiwan's military often reacts by scrambling its own figh...
Taiwan Test Fires US Mobile Launchers Into Waters Directly Facing China For First Time China's PLA military has long been known to intimidate and threaten the self-ruled island of Taiwan, mainly with large military exercises which sometime encircle it partially or completely, or else with a heavy naval boat presence in the Strait of Hormuz. Taiwan's military often reacts by scrambling its own fighter jets to closely monitor the PLA maneuvers - seen as a natural defensive and reactive move. But this week, in a rare moment, Taiwan is finally doing some proactive flexing of its own. EPA-EFE "Taiwan fired U.S. mobile missile launchers into the strategic waters directly facing China for the first time, sending a message of resolve to Beijing and Washington," The Wall Street Journal reports. This involved over 30 test rocket launches via truck-mounted High Mobility Artillery Rocket Systems, or HIMARS . Importantly, the launch site was an area near a river mouth on Taiwan's western coast. "This is sending a message to the Chinese that they are going to get hit hard if they try to come across the strait —and will end up with far fewer ships than they started with," Grant Newsham, a retired US Marine colonel who served in several Indo-Pacific roles, told WSJ. The WSJ continues with further context : The drill was the highlight of two days of military exercises showcasing Taiwan’s preparations to combat an amphibious invasion. China considers democratically self-ruled Taiwan as part of its territory and hasn’t ruled out potentially using force to absorb the island. ...Such exercises also serve as a signal to Washington that Taiwan is committed to defending itself and deserves U.S. support, with a $14 billion U.S. arms package currently on hold. Back in April, Chinese President Xi Jinping addressed cross-strait relations: "All sons and daughters of China share the same Chinese roots and the same Chinese spirit. This originates from blood ties and is deeply embedded in our hist...
AI storage supply concerns just hit Everpure shares hard despite posting strong beats and raising guidance. However, analysts are supporting Everpure's outlook.
AI storage supply concerns just hit Everpure shares hard despite posting strong beats and raising guidance. However, analysts are supporting Everpure's outlook.
MicroStockHub Citi Wealth sees a potential opportunity to put excess cash to work as yields stay attractive as the Federal Reserve maintains its 3.5% to 3.75% target rate and markets increasingly anticipate a rate hike before year-end. Olaolu Aganga, head of Portfolio Construction at Citi Wealth, noted that inflation is expected to remain elevated, with the Consumer Price Index print pushing yield...
MicroStockHub Citi Wealth sees a potential opportunity to put excess cash to work as yields stay attractive as the Federal Reserve maintains its 3.5% to 3.75% target rate and markets increasingly anticipate a rate hike before year-end. Olaolu Aganga, head of Portfolio Construction at Citi Wealth, noted that inflation is expected to remain elevated, with the Consumer Price Index print pushing yields higher as it rose. Nominal yields remain above their longer-term historical average (Bloomberg, Citi Wealth ) Many investors accumulated larger-than-normal cash balances after rates sat near zero and policymakers began their hiking phase, according to Citi Wealth. However, the strategist warns that “cash tends to lag other asset classes during inflationary periods,” meaning cash may not provide the safe haven it has historically been in the current macro environment. The sense of security that cash has offered in recent years may prove less durable when inflation remains above target. Rather than discouraging cash holdings entirely, Aganga advised investors to “treat cash purposefully” by recognizing three distinct roles for cash in portfolios. According to the strategist, cash can serve as a potential source of liquidity for capital calls and short-term obligations, as a stabilizer, and for optionality to fund large purchases or buy m arket dips . Each role carries an opportunity cost, particularly as yields on short-dated instruments look more attractive than they did a year ago. For those not yet comfortable shifting into higher-risk assets, Citi Wealth recommends fixed income as the natural next step and notes they “favor short duration over long.” The strategist prefers high-quality fixed income, including U.S. government debt ( GOVI ), ( SPTL ), ( TIP ), ( SPTI ), ( BIL ) and investment-grade bonds ( PFIG ) with one-to-three-year maturities ( IGSB ), to capture attractive yields while managing duration risk in an uncertain policy environment. When determining approp...
Computer vision is part of our automated future — and present. Aeva Technologies (NASDAQ:AEVA) and Cognex Corporation (NASDAQ:CGNX) offer different paths into the computer vision market. One is a speculative high-growth play, while the other provides steady returns from established industrial technologies. Aeva is pioneering next-generation sensing technology, while Cognex dominates the mature fie...
Computer vision is part of our automated future — and present. Aeva Technologies (NASDAQ:AEVA) and Cognex Corporation (NASDAQ:CGNX) offer different paths into the computer vision market. One is a speculative high-growth play, while the other provides steady returns from established industrial technologies. Aeva is pioneering next-generation sensing technology, while Cognex dominates the mature field of machine vision. Investors often compare them because both are essential for the expansion of robotics and automation. While their technologies overlap in purpose, their financial stages and risk profiles are worlds apart for your portfolio. Aeva sells 4D lidar-on-chip systems that combine sensing and processing on a single silicon chip. Its primary markets include automated driving, robotics, and consumer devices. The company is part of the fast-growing tech stocks landscape, targeting automated driving and robotics. Customer concentration like this adds a layer of risk to the business, as the top three customers accounted for 64% of total revenue in 2025, although that reliance is decreasing. In 2024, Aeva’s top two customers accounted for 74% of revenue. Continue reading
Jeff Spicer/Getty Images Entertainment Mattel ( MAT ) is not in a great position right now. In this brief article, I will tell you why I believe it is a hold. I like to check in from time to time on Mattel. I've owned it in the past; I don't own it now, but I do think it has potential if the company can figure out a way to transition from toys to a true media company. That hasn't happened yet, tho...
Jeff Spicer/Getty Images Entertainment Mattel ( MAT ) is not in a great position right now. In this brief article, I will tell you why I believe it is a hold. I like to check in from time to time on Mattel. I've owned it in the past; I don't own it now, but I do think it has potential if the company can figure out a way to transition from toys to a true media company. That hasn't happened yet, though. I also thought the stock was a hold when I wrote about it back in March 2025 , but it was in a better financial/technical position at that point, and I mentioned a pullback as a way to get in on the appreciation it was experiencing at the time. Since then, the stock has deteriorated. I also stated that the company is a good long-term idea. It technically - not stock-technically, but by-strict-definition technically - still is. The company has a lot of toy IP at its disposal, many iconic brands it can leverage with the correct strategies in place. I won't call it a sell because it has retreated so far from the 52-week high, and given its brand equity, you've got to give it some credit. But it can't be a resounding buy , either, for reasons I will go into. Again, this will be a brief one, but it may not take many words to make the case. I will keep this one on a watchlist, though. Most Recent Quarter - Not So Fun Yes, there was one positive aspect to Q1 : there was a beat on the top line, with revenue of $860 million ahead by $50 million, according to this SA news item . Cool. But there was an adjusted loss of $0.20 per share. Adjusted gross margin, 45.1%, dipped 450 basis points. Adjusted operating loss widened to $70 million. Free cash flow was negative $88 million versus negative $11 million. Long-term debt remained stable at $2.3 billion. Net debt saw close to a $400 million increase. Driving these challenging results: tariff inflation, inflation in general, SG&A expenses, and advertising requirements. The company reported at the end of April 2026. Since then, the st...
Wall Street has spent months debating how much SpaceX is worth. Behind the scenes, a different challenge has occupied the institutions responsible for bringing it public: preparing the plumbing systems needed to support what could become the largest IPO in history. Bloomberg Technology Co-Host, Ed Ludlow, discusses the IPO and what to expect ahead of SpaceX’s Friday trading debut. (Source: Bloombe...
Wall Street has spent months debating how much SpaceX is worth. Behind the scenes, a different challenge has occupied the institutions responsible for bringing it public: preparing the plumbing systems needed to support what could become the largest IPO in history. Bloomberg Technology Co-Host, Ed Ludlow, discusses the IPO and what to expect ahead of SpaceX’s Friday trading debut. (Source: Bloomberg)
Demand for cloud infrastructure for artificial intelligence (AI) has been soaring. As a supplier of high-performance, high-efficiency server and storage solutions for data centers, Super Micro Computer (NASDAQ: SMCI) is booming. But the stock is another story, as Supermicro announced it plans to raise $7 billion to fund equipment purchases to satisfy its backlog. Shares plunged on that news and we...
Demand for cloud infrastructure for artificial intelligence (AI) has been soaring. As a supplier of high-performance, high-efficiency server and storage solutions for data centers, Super Micro Computer (NASDAQ: SMCI) is booming. But the stock is another story, as Supermicro announced it plans to raise $7 billion to fund equipment purchases to satisfy its backlog. Shares plunged on that news and were at the morning low down 16.8% as of 11:00 a.m. ET. Continue reading
ayo888/iStock via Getty Images In Q4, I warned investors about the risks of Real Estate Investment Trust ETFs, rating Vanguard Real Estate Index Fund ETF Shares ( VNQ ) and its peers Sell in three separate articles. The first was on VNQ , the largest of the three, that was published on October 19th with a discussion of iShares U.S. Real Estate ETF ( IYR ) and Real Estate Select Sector SPDR® Fund E...
ayo888/iStock via Getty Images In Q4, I warned investors about the risks of Real Estate Investment Trust ETFs, rating Vanguard Real Estate Index Fund ETF Shares ( VNQ ) and its peers Sell in three separate articles. The first was on VNQ , the largest of the three, that was published on October 19th with a discussion of iShares U.S. Real Estate ETF ( IYR ) and Real Estate Select Sector SPDR® Fund ETF ( XLRE ) that was followed by articles in November and December. All three are up so far in 2026. In this follow-up to the VNQ initiation, I explain why I continue to rate it a Sell. REIT Prices Are Rising REIT prices are rising, and VNQ, the largest REIT ETF, has just set a new all-time high: Schwab thinkorswim To me, the most interesting things about this chart are that the 52-week low was set so recently and that the 52-week high came so quickly after it. The closing price on June 9th of $97.67 is 12.5% below the 52-week low set less than three months ago. The big drop in volume recently from levels the last time it made a move upwards early in 2026 also stands out. I see support at $94, just below the 50-day moving average, and then at $88, which is just above the 52-week low set in late March. There is also an open gap near $91 from early April. The chart of VNQ is somewhat alarming with volatility and then declining volume. Looking at VNQ relative to the overall stock market as measured by the S&P 500 and the overall bond market, it has lagged rallying stocks but done better than bonds: YCharts VNQ has lagged the Vanguard 500 Index Fund ETF ( VOO ), but it has returned more than the bond market. I recently reiterated my negativity on the bond market, maintaining a Sell on Vanguard Total Bond Market Index Fund ETF ( BND ). Taking a look at VNQ relative to these parts of the market since the end of 2019, it has slightly outpaced bonds, but it has sharply underperformed stocks: YCharts VNQ has underperformed XLRE, which has returned 43.3%, and it has outpaced IYR, whi...
Credit continues to rally despite the lack of a US-Iran peace deal, and it has served as a safe haven relative to rates. In this Credit Crunch podcast, host Mahesh Bhimalingam, global head of credit strategy at Bloomberg Intelligence, and Souheir Asba, credit portfolio manager at AllianceBernstein, discuss how hyperscaler issuance and upcoming IPOs could affect the credit landscape through index a...
Credit continues to rally despite the lack of a US-Iran peace deal, and it has served as a safe haven relative to rates. In this Credit Crunch podcast, host Mahesh Bhimalingam, global head of credit strategy at Bloomberg Intelligence, and Souheir Asba, credit portfolio manager at AllianceBernstein, discuss how hyperscaler issuance and upcoming IPOs could affect the credit landscape through index and portfolio changes, and how investors should position for this wave of supply. They also compare c
Abu Hanifah/iStock via Getty Images Performance Drivers Geopolitical tension exploded in Q1, threatening to undercut the robust earnings backdrop in the United States. Amid the chaos, value stocks advanced in Q1; large cap stocks lagged small and mid-cap. Fear and uncertainty fueled dividend payers even as interest rate expectations turned higher. The strategy's focus on lower beta, dividend payer...
Abu Hanifah/iStock via Getty Images Performance Drivers Geopolitical tension exploded in Q1, threatening to undercut the robust earnings backdrop in the United States. Amid the chaos, value stocks advanced in Q1; large cap stocks lagged small and mid-cap. Fear and uncertainty fueled dividend payers even as interest rate expectations turned higher. The strategy's focus on lower beta, dividend payers was a welcome tailwind. Top Contributors/Detractors Sector allocation had a positive impact on the Fund's relative results, while stock selection was a headwind during the quarter. Contributors The sectors with the highest contribution to relative return in Q1 were health care (+129 bps) and financials (+114 bps). Health care benefited from positive stock selection, partially offset by an overweight allocation. Financials benefited from an underweight allocation and positive stock selection. The holdings with the highest contribution to active return were Royalty Pharma PLC (CI A) ( RPRX ), Williams Companies, Inc. ( WMB ), and Kinder Morgan, Inc. (CI P) ( KMI ). Detractors The sectors with the lowest contribution to relative return in Q1 were information technology (-92 bps) and consumer staples (-44 bps). Both sectors suffered from negative stock selection, partially offset by overweight allocations. The holdings with the lowest contribution to active return were Salesforce, Inc. ( CRM ), Paycom Software, Inc. ( PAYC ), and Accenture PLC (CI A) ( ACN ). Positioning Update As of March 31, the Fund was not meaningfully overweight (>5%) in any sector but meaningfully underweight (>-5%) in two. The largest overweight allocations were energy and utilities. The largest underweight allocations were communication services and financials. At quarter-end, cash in the Fund was 0.7%, a decrease from 1.1% held at the end of Q4. Cash averaged 0.9% throughout the quarter. Outlook ▶ The war in Iran is only one of several meaningful risks facing investors in 2026. We expect markets to f...
In the UK – and across the west - incendiary language and white supremacist policies are entering the political mainstream What qualifies as too rightwing these days? It’s a question I’ve considered often in recent years. But it takes on even greater urgency when contemplating the rise of Restore Britain. Founded by multimillionaire businessman and former Reform MP Rupert Lowe, the party enjoys th...
In the UK – and across the west - incendiary language and white supremacist policies are entering the political mainstream What qualifies as too rightwing these days? It’s a question I’ve considered often in recent years. But it takes on even greater urgency when contemplating the rise of Restore Britain. Founded by multimillionaire businessman and former Reform MP Rupert Lowe, the party enjoys the active support of far-right tech bro Elon Musk, the world’s richest man. If Nigel Farage strikes you as a wet liberal, then Restore Britain may be the party you’ve been waiting for. Its mission, it says, is to “reverse mass migration”. That means deporting not just undocumented migrants but “legally resident foreign nationals” who live in social housing, claim benefits or supposedly “fail to integrate” – a strikingly elastic category. Lowe himself declares that “millions and millions” need to leave or be made to leave. Officials and politicians “who knowingly placed dangerous third world savages in our communities” will be imprisoned . Owen Jones is a Guardian columnist Continue reading...
Some remains found in Diamantina fracture zone date back more than 5m years and reveal species and ecosystems unknown to science The oldest, deepest and most extensive whale graveyard yet discovered has been found in the south-eastern Indian Ocean, with fossils dating back more than 5m years. Whale falls – the term for dead whales that sink to the ocean floor – are not uncommon, but most have been...
Some remains found in Diamantina fracture zone date back more than 5m years and reveal species and ecosystems unknown to science The oldest, deepest and most extensive whale graveyard yet discovered has been found in the south-eastern Indian Ocean, with fossils dating back more than 5m years. Whale falls – the term for dead whales that sink to the ocean floor – are not uncommon, but most have been found at depths of less than 4km (2.5 miles). By contrast, the newly discovered necropolis reaches depths of more than 7km, and extends hundreds of miles across the sea floor. Continue reading...
Luka Modric and friends are aiming for one last hurrah but a Tottenham defender is providing hope for the future for England’s group opponents This article is part of the Guardian’s 2026 World Cup Experts’ Network , a cooperation between some of the best media organisations from the 48 countries who qualified. theguardian.com is running previews from three countries each day in the run-up to the t...
Luka Modric and friends are aiming for one last hurrah but a Tottenham defender is providing hope for the future for England’s group opponents This article is part of the Guardian’s 2026 World Cup Experts’ Network , a cooperation between some of the best media organisations from the 48 countries who qualified. theguardian.com is running previews from three countries each day in the run-up to the tournament kicking off on 11 June. Continue reading...
More customers are seeking out meticulous e-file manicures, but there are concerns about the risk of infection with the cuticle-raising beauty treatment A drill with a speed of 35,000 revolutions per minute sits on Alina Huck’s orderly work station. The drill bit is the length of an almond, and as soon as it touches the client’s nail it whips up a fine dust of dead skin. “It’s definitely a satisfy...
More customers are seeking out meticulous e-file manicures, but there are concerns about the risk of infection with the cuticle-raising beauty treatment A drill with a speed of 35,000 revolutions per minute sits on Alina Huck’s orderly work station. The drill bit is the length of an almond, and as soon as it touches the client’s nail it whips up a fine dust of dead skin. “It’s definitely a satisfying experience,” says Huck, a Sydney-based nail technician who has spent nearly a decade specialising in e-file manicures, also known as Russian manicures. Continue reading...