PM Images/DigitalVision via Getty Images Vishay Intertechnology, Inc. ( VSH ) has gained substantial momentum in recent months as the various markets served set high-growth trajectories, including aerospace & defense, industrials, and large-scale data centers. With these markets experiencing elevated investments through growth initiatives, Vishay should be well-positioned to realize substantial ma...
PM Images/DigitalVision via Getty Images Vishay Intertechnology, Inc. ( VSH ) has gained substantial momentum in recent months as the various markets served set high-growth trajectories, including aerospace & defense, industrials, and large-scale data centers. With these markets experiencing elevated investments through growth initiatives, Vishay should be well-positioned to realize substantial margin-accretive revenue growth as it delivers content across these verticals. Despite the opportunity at hand, Vishay has faced some headwinds in the last year, resulting from trade tariffs and material costs, potentially disrupting the company’s 2028 growth targets and adding substantial risk to the company’s shares, given the high trading premium. With the weighted risks between market growth and operational performance, I am recommending VSH shares with a Hold rating with a price target of $51/share at 9.19x eFY28 EV/EBITDA. Vishay Intertechnology Operational Update Corporate Filings Vishay is experiencing strong momentum across its end markets as demand for power infrastructure accelerates with reindustrialization and large-scale data center development. As a result of the strong market dynamics, Vishay has experienced two consecutive quarters of double-digit growth while delivering significant improvements to profitability. To support growth, Vishay has been expanding production through the use of subcontractors to support market demand. As a result of strong market demand, Vishay ended Q1'26 with a backlog of $1.6b for a book-to-bill ratio of 1.34x, suggesting market demand is outpacing capacity, an appealing position to be in. Accordingly, Vishay won 2 new grid development projects in the UK, along with supply components for grid modernization projects in Europe and Asia in Q1'26, suggesting that demand for power infrastructure can deliver growth at the global scale. In the US, Vishay’s market is expansive, driven by AI data center developments, requiring a substantia...
This May Be the Next Big Catalyst for Intel Stock Yahoo Finance Intel leads AI and chip stocks higher after report that Nvidia, Google considering it as backup chipmaker Seeking Alpha Intel Is Today’s Top S&P 500 Stock. These Are the Reasons Why. Barron's
This May Be the Next Big Catalyst for Intel Stock Yahoo Finance Intel leads AI and chip stocks higher after report that Nvidia, Google considering it as backup chipmaker Seeking Alpha Intel Is Today’s Top S&P 500 Stock. These Are the Reasons Why. Barron's
Amazon.com muscled into the less-than-truckload (LTL) freight business on Wednesday, driving S&P 500 members FedEx Freight and Old Dominion Freight Lines into a pothole. However, the freight stocks bounced back off early lows as investors saw a relatively modest near-term threat.
Amazon.com muscled into the less-than-truckload (LTL) freight business on Wednesday, driving S&P 500 members FedEx Freight and Old Dominion Freight Lines into a pothole. However, the freight stocks bounced back off early lows as investors saw a relatively modest near-term threat.
Shareholders of W & T Offshore Inc (Symbol: WTI) looking to boost their income beyond the stock's 0.9% annualized dividend yield can sell the October covered call at the $5 strike and collect the premium based on the 70 cents bid, which annualizes to an additional 47.1% rate
Shareholders of W & T Offshore Inc (Symbol: WTI) looking to boost their income beyond the stock's 0.9% annualized dividend yield can sell the October covered call at the $5 strike and collect the premium based on the 70 cents bid, which annualizes to an additional 47.1% rate
The current earnings rebound might be on firmer footing than many analysts believe, according to recent analysis from Cameron Dawson of NewEdge Wealth. Data shows ISM manufacturing new orders leading S&P 500 ( SPY ) ( VOO ) forward earnings growth by about six months. The indicator has now turned higher, with new orders sitting around 56.8—comfortably above the 50-level threshold that separates ex...
The current earnings rebound might be on firmer footing than many analysts believe, according to recent analysis from Cameron Dawson of NewEdge Wealth. Data shows ISM manufacturing new orders leading S&P 500 ( SPY ) ( VOO ) forward earnings growth by about six months. The indicator has now turned higher, with new orders sitting around 56.8—comfortably above the 50-level threshold that separates expansion from contraction. This matters because Wall Street is already pricing in a robust profit cycle, with S&P 500 ( SPY ) 12-month forward EPS growth running near 28.8% year over year. Such steep expectations would typically invite skepticism about overly optimistic estimates. However, if new orders are genuinely improving, the earnings upgrade cycle may reflect a broader turn in demand rather than simply AI ( AIQ ) ( AIEQ ) hype or margin assumptions. Daily Chartbook More on the Markets Trillions Invested In AI And The Consequences Of Success South Korea And Iran Crash The Stock Market This CPI Print Is Not A Buy Signal Market pullback is viewed as a healthy pause, Morgan Stanley says Weak NFIB hiring plans signal payroll slowdown, Pantheon says
Massive SpaceX IPO Demand Coming From Gulf Sovereign Wealth Funds One week ago, SpaceX kicked off its institutional roadshow, headlined by JPMorgan CEO Jamie Dimon, who hosted a nationwide " live interactive discussion" with private wealth clients. The latest signal of investor demand comes from the Gulf, where massive sovereign wealth funds are reportedly seeking allocations in the IPO ahead of i...
Massive SpaceX IPO Demand Coming From Gulf Sovereign Wealth Funds One week ago, SpaceX kicked off its institutional roadshow, headlined by JPMorgan CEO Jamie Dimon, who hosted a nationwide " live interactive discussion" with private wealth clients. The latest signal of investor demand comes from the Gulf, where massive sovereign wealth funds are reportedly seeking allocations in the IPO ahead of its expected Friday debut, according to Bloomberg News . The report says Saudi Arabia's Public Investment Fund and Kuwait Investment Authority have each placed orders for the IPO worth $1 billion to $5 billion, while the Qatar Investment Authority is also expected to make a significant commitment. The report continued: Entities based in the region are already prominent shareholders in Elon Musk's rocket, satellite and AI firm, and many are sitting on large paper gains based on the billionaire's targeted valuation of $1.8 trillion, the people said. It wasn't immediately clear how much of the planned outlay is intended to prevent dilution of existing stakes after SpaceX's listing. The interest from the Gulf is part of a broader rush into the deal from global institutional investors, whose orders have exceeded the number of shares on offer. Some have bid for $10 billion or more of stock, Bloomberg News has reported, though the eventual allocations might be smaller. In a separate report, Reuters says the IPO is three-and-a-half to four times oversubscribed, highlighting massive institutional demand for what is shaping up to be the largest listing on record and a defining moment for the space economy. Elon Musk has joined several Zoom meetings with potential investors, while SpaceX President Gwynne Shotwell and CFO Bret Johnsen were expected to meet with roughly 300 institutional investors at a Morgan Stanley lunch in Manhattan. Goldman Sachs was selected as the lead bank for the IPO, alongside Morgan Stanley. JPMorgan, Bank of America, and Citigroup are also among the 23 banks w...
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. Cramer called it the “most important” stock of the market, as he stated: All these countries are buying NVIDIA’s wares too, and they’re not looking for a quick return. Right now, they’re 14% of […]
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. Cramer called it the “most important” stock of the market, as he stated: All these countries are buying NVIDIA’s wares too, and they’re not looking for a quick return. Right now, they’re 14% of […]
Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. Cramer noted that he did not see the issuance coming, as he remarked: There’s the equity issuance from Google last week. Now I didn’t see it coming. You didn’t see it either. It was […]
Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. Cramer noted that he did not see the issuance coming, as he remarked: There’s the equity issuance from Google last week. Now I didn’t see it coming. You didn’t see it either. It was […]
Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. Cramer highlighted the recent pullback in the stock, as he stated: That pullback in the stock of Apple today. Of the big-cap stocks, Apple had been the cleanest story. It didn’t have to spend […]
Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. Cramer highlighted the recent pullback in the stock, as he stated: That pullback in the stock of Apple today. Of the big-cap stocks, Apple had been the cleanest story. It didn’t have to spend […]
Sean Strickland claims he was not cleared to attend the UFC event because he ‘made fun of Israel and Epstein’ The only current US UFC champion says he has been barred from Sunday’s fight card on the south lawn of the White House because he dared to criticize Donald Trump, Israel and Jeffrey Epstein. On Tuesday night, middleweight champion Sean Strickland wrote on X that he had been informed by the...
Sean Strickland claims he was not cleared to attend the UFC event because he ‘made fun of Israel and Epstein’ The only current US UFC champion says he has been barred from Sunday’s fight card on the south lawn of the White House because he dared to criticize Donald Trump, Israel and Jeffrey Epstein. On Tuesday night, middleweight champion Sean Strickland wrote on X that he had been informed by the Ultimate Fighting Championship that he had not been cleared to attend the event by the White House. Continue reading...