Is Advanced Micro Devices, Inc. (AMD) A Good Stock To Buy Now? Insider Monkey

Oracle Corporation (ORCL): Can This Stock Join the Trillion Dollar Elite? Insider Monkey

LewisTsePuiLung/iStock Editorial via Getty Images JPMorgan Chase ( JPM ) is planning to deploy capital into loans sourced by the company's commercial bankers as part of a wider strategy, Bloomberg News reported , citing executives of the asset management division. The banking giant is in talks with institutional investors to raise several billion dollars, having already secured some commitments, according to J.P. Morgan Asset Management's George Gatch, CEO, and Bob Michele, head of global fixed income, currency, and commodities. Commercial bankers "will be sourcing and originating loans, asset management will look and take bites," Michele told Bloomberg News, adding the push is "genuinely independent of the credit cycle." The move reportedly marks JPM Asset Management's most aggressive effort to reclaim ground in the $1.8 trillion private credit market after HPS Investment Partners spun out from the New York-based company in 2016. The push comes amid a surge in redemption requests in the private credit sector, with the managers, including Apollo Global Management ( APO ), Ares Management ( ARES ), Blackstone ( BX ), Blue Owl Capital ( OWL ), and KKR ( KKR ), said to have received $20.8B in redemption requests during the first quarter. In the past, JPMorgan CEO Jamie Dimon has downplayed systemic risks from the rapid growth of private credit while warning that looser underwriting standards could amplify losses in the next downturn. JPM executives are said to have started laying the groundwork for the strategy that it's raising money for now shortly after deal talks with Monroe Capital (MRCC) failed. "It's an interesting time given the growth of the private credit business and some of the dislocations," Gatch reportedly said. "We think there's a great opportunity going forward." "We've looked at many different options over time and decided to organically expand our efforts in this area," Gatch reportedly said. More on JPMorgan Chase JPMorgan Preferreds Pair Trade Idea...

Amtrak is seeking a preliminary injunction against Metro-North Railroad that would allow its non-revenue trains to run between New York City’s northern suburbs and Connecticut. Amtrak said Metro-North has during the past two months denied requests to run work trains, reposition equipment and test NextGen Acela trains between New Rochelle and New Haven, according to a lawsuit the national passenger rail provider filed late Wednesday in Manhattan federal court. Metro-North owns the tracks along that line. Amtrak said Metro-North’s refusals stem from an unrelated disagreement regarding the cost of repairs to the New Haven Line’s overhead wire system, called catenary, which Metro-North says were damaged by a NextGen Acela train, according to the filing. “Their actions are violating agreements we’ve had in place for more than 35 years, causing escalating harm to Amtrak’s operations, undermining safety‑critical rail activity, disrupting service needed by millions of passengers, and putting the reliability of intercity rail service at risk,” Amtrak said in a statement Thursday. The court filing is the latest dispute between Amtrak and the Metropolitan Transportation Authority , which runs New York City’s subways, buses, and two commuter rail lines, including Metro North. The MTA is working to bring Metro-North service into Penn Station, creating more transit service to Bronx residents. But last year it postponed the completion date by three years to 2030, claiming that Amtrak — which owns the tracks in the Bronx — failed to provide enough access to their infrastructure for the MTA to conduct work. “The people of the Bronx have been waiting generations watching trains blow by without stopping,” John J. McCarthy, MTA’s head of policy and external relations, said in a statement Thursday. “We have a project that will change that and improve lives for people in the Bronx, cutting their commute times by 40 minutes. It’s not clear who in the federal government is directing Amtrak...

Brazil's antitrust watchdog CADE approved on Thursday a recommendation to deepen ‌investigations into the use of journalistic content ‌by Alphabet's Google, which would assess potential abuse of the company's ​dominant market position. CADE's members backed a proposal from its interim chief Diogo Thomson de Andrade to return the case to its general superintendence for formal administrative proceedings, citing ‌the evolution of ⁠Google's conduct since the 2019 inquiry began. CONTEXT • The case began following CADE's 2019 determination ⁠to examine competitive conditions in search and news markets.

The force said the woman concerned had injured her head on an night out and made 'a confused report'.

Hair dryer Financial instruments are derivatives of underlying reality. A share of stock in Apple Inc. represents fractional ownership of Apple’s offices and intellectual property and the cash flows from its business. An Apple option represents a bet on the future price of that Apple stock. An S&P 500 index fund represents a collection of claims on 500 companies’ stocks. A Treasury bond represents a claim on the US government’s future ability to collect taxes. A Treasury futures contract represents a claim on the future delivery of a Treasury bond. Oil futures represent the future value of crude oil drilled out of the earth and delivered to certain terminals. An interest-rate swap represents a bet on the future level of some benchmark interest rate calculated from the actual rate charged in some set of lending transactions. It is often true that the underlying reality is, in some loose sense, bigger than the financial instrument derived from it. Apple’s stock is quite big, but Apple is bigger. Its $4 trillion stock-market value represents only a fraction of the economic activity involving Apple. If you buy an iPhone for $1,000, maybe $250 of that goes to shareholders; the other $750 goes to Apple’s employees and suppliers and other stakeholders. But, also, if you buy an iPhone for $1,000, presumably it is worth more than $1,000 to you. If you use that iPhone to text your loved ones and buy stuff online and write financial newsletters, all of that activity is in a sense downstream of Apple. More simply, when the financial instrument is a “derivative” in the technical sense — a stock option, a Treasury futures contract — the underlying market is often bigger than the derivative market. An Apple option is a side bet on Apple stock; the stock is the main event. But that is not a law of nature, and sometimes derivatives markets become bigger than the underlying markets. Intuitively, if the underlying market is smaller, then the tail will wag the dog a bit: Instead of the...

格隆汇4月24日｜据英国金融时报：英国正在与Anthropic进行谈判，商讨银行和企业对Mythos的访问权限。

Is Palantir Technologies Inc. (PLTR) A Good Stock To Buy Now? Insider Monkey

What is next for Netflix after its Q1 guidance selloff? Netflix, Inc. ( NFLX ) dropped 10% following the release of its Q1 2026 earnings report. The streaming giant delivered 16% year-over-year revenue growth to $12.2 billion and collected a $2.8 billion merger termination fee from the collapsed Warner Bros. Discovery deal, but soft Q2 guidance and an unchanged full-year outlook triggered the sharp market reaction. Despite the selloff, analyst sentiment remains mixed, with several experts maintaining Buy ratings while acknowledging the growth deceleration concerns that weighed on shares. What Do Seeking Alpha Analysts Say About Netflix’s Future? Bulls pointed to Netflix’s strong operational foundation, including a 32.3% operating margin and robust free cash flow generation. The ad-supported tier has emerged as a key growth driver, with over 60% of new Q1 signups in supported regions opting for ad plans and ad revenue projected to double to $3 billion in 2026 following a 70% increase in the advertiser base. The $2.8 billion cash infusion from the WBD deal termination strengthens the balance sheet while avoiding significant debt accumulation. Analysts also highlighted optionality in live events, including ongoing discussions with the NFL to expand its existing partnership, as well as potential efficiency gains from AI adoption. Bears, however, highlighted concerns about decelerating growth and the unchanged full-year forecast despite recent price hikes. Ad-supported growth is being achieved by pushing users onto ad tiers, causing a 25% decline in engagement from Netflix’s peak levels. Rising content costs remain a structural concern, with spending increasing from $17 billion to $20 billion despite subscriber growth. The departure of co-founder and Board Chair Reed Hastings in June introduces additional execution risk during a critical transition period. Here’s a breakdown of what some analysts had to say: Kenio Fontes, Rating: Buy: “The market overreacted to guidance ...

According to an SEC filing dated April 23, 2026, Capital Management Corp. sold 443,826 shares of WisdomTree (NYSE:WT) in the first quarter, trimming its position by roughly 79%. The estimated transaction value was approximately $6.9 million, based on the average closing price for the quarter. The fund held 118,060 shares of WT at quarter-end, and the reported net position change -- reflecting both share sales and stock price movement during the period -- was a decrease of $5.1 million. WisdomTree is a New York-based asset manager and one of the larger ETF-focused firms operating across the U.S. and Europe. At first glance, Capital Management’s decision to unload 79% of its WisdomTree stake might look like a vote of no confidence -- but the details tell a more nuanced story. WisdomTree shares have more than doubled over the past year, and institutional trimming after a run like that is often simple profit-taking or portfolio rebalancing rather than a fundamental change in outlook. For a firm like Capital Management -- which focuses on cash flow-rich companies trading at discounts to its own valuation estimates -- locking in gains on a position that’s soared more than 100% in 12 months is a pretty routine move. Continue reading

Meta Platforms plans to cut 10% of workers, or roughly 8,000 employees, in an effort to boost efficiency and offset its heavy spending on artificial intelligence. Ed Ludlow reports on "Balance of Power." (Source: Bloomberg)

Thousands call on UK ministers to cut ties with US tech giant Palantir The Guardian

The PS 2026 easy chair is made from two fabric-wrapped air chambers with a steel frame. | Image: Ikea Ikea shared a sneak preview of three pieces from a new experimental collection, set to be fully revealed at an annual company event on May 13th. One of the pieces is an inflatable chair that looks like a far cry from the cheap and lumpy inflatable furniture popularized in the '90s. This isn't the first time Ikea's designers have experimented with inflatable furniture. The Ikea Museum website has an entire page dedicated to what it calls an "idea that fell flat." In 2000 the furniture maker introduced its inflatable Rolig easy chair and Innerlig sofa but they were expensive and suffered from leaky valves, resulting in both pieces slowly defl … Read the full story at The Verge.

Worawith Ounpeng Odyssey Therapeutics ( ODTX ), a drug developer focused on immunology, has filed for an initial public offering in the U.S., nearly a year after scrapping its previous IPO plans. The autoimmune and inflammatory disease specialist filed a Form S-1 registration form with the SEC on Friday, disclosing its intention to sell shares of its common stock on the Nasdaq under the ticker symbol “ODTX.” In June 2025, the Boston, Massachusetts-based biotech withdrew the Form S-1 registration form filed early last year, noting that it was “not in the best interests of the company to conduct the proposed offering at this time.” In the refiled S-1, Odyssey ( ODTX ) didn’t disclose how many shares it plans to offer or the price range it is eyeing. However, the company stated that it will utilize net proceeds from the IPO to fund its operational activities, including the clinical development of its lead asset, OD-001. The oral inhibitor of receptor-interacting protein kinase 2 (RIPK2) is currently undergoing mid-stage development for ulcerative colitis (UC), one of the two main types of an autoimmune disorder known as inflammatory bowel disease. In H2 2026, the company expects to initiate a Phase 2a trial designed to evaluate OD-001 with Takeda’s ( TAK ) UC therapy, Entyvio (vedolizumab). The topline data from the randomized trial are expected in H2 2027. Being a clinical-stage biotech founded in 2021, Odyssey ( ODTX ) has yet to generate profits. Its net loss widened by ~15% YoY to $148.6M in 2025 as its collaboration revenue, driven by a licensing deal with Terray Therapeutics, fell ~34% YoY to $3.0M. More on Odyssey Therapeutics, Inc. Financial information for Odyssey Therapeutics, Inc.

We just covered the 15 AI Stocks That Could Break the Trillion Dollar Barrier and Oracle Corporation (NYSE:ORCL) ranks 2nd on this list. In the eyes of elite investors, Oracle Corporation (NYSE:ORCL) has transformed from a legacy database firm into a critical fourth member of the Hyperscale cloud club alongside Amazon, Microsoft, and Google. A […]

Oracle Corporation (ORCL): Can This Stock Join the Trillion Dollar Elite? Yahoo Finance

We just covered the 15 AI Stocks That Could Break the Trillion Dollar Barrier and ASML Holding N.V. (NASDAQ:ASML) ranks 1st on this list. ASML Holding N.V. (NASDAQ:ASML) is one of the AI stocks that could break the trillion dollar barrier. The company has attracted investor interest on Wall Street as it is the sole […]

More than 200,000 have signed petitions urging the government to break contracts, amid concerns about the company’s ‘supervillain’ manifesto Over 200,000 people have called on ministers to break contracts with Palantir in an apparent groundswell of public concern about the US tech company’s role in the NHS, police, military and councils. Two petitions have attracted 229,000 signatures, one calling for the government to end all public contracts with the firm, whose software is used by Donald Trump’s ICE immigration enforcement programme and the Israeli military, and another urging the health secretary, Wes Streeting, to cancel its £330 patient data contract with the NHS. Continue reading...

Earnings Call Insights: Dime Community Bancshares (DCOM) Q1 2026 Management View "EPS for the first quarter was up 67% versus the prior year" and management tied the quarter to "record total core revenues of $124 million" and a "NIM" that "was up 10 basis points quarter-over-quarter as we were able to lower our cost of deposits" (CEO, President & Director Stuart Lubow). "Our loan pipeline continues to be strong and is in excess of $1.5 billion with a weighted average rate of between 6.25% and 6.5%" and the company emphasized continued rotation in the loan mix: "growing business loans and managing the CRE ratio lower" (CEO Lubow). "We are confident that these hires will be accretive to earnings in 2027" and Dime highlighted recruiting, including "2 very strong deposit teams" from the former Signature Bank and a new business line: "we will be adding a new equipment and franchise finance vertical starting May 1" (CEO Lubow). "Earlier in this year, we announced plans to rebrand Dime at Dime Commercial Bank" and management framed it as reflecting the current franchise: "Over 70% of our deposit base is from commercial and municipal customers" (CEO Lubow). "EPS for the first quarter was $0.75 per share" and "Core pretax pre-provision net revenue of $60.5 million represented 162 basis points of average assets" (COO, Senior EVP & CFO Avinash Reddy). Outlook "We expect modest NIM expansion in the second quarter and more pronounced NIM expansion in the back half of the year and in 2027 as the pace of the back book loan repricing picks up" (COO Reddy). "We are increasing the expense guidance for core cash operating expenses, excluding intangible amortization for the full year to approximately $260 million" (COO Reddy). "We expect to continue to reduce our CRE concentration ratio lower to 350% sometime between the second and third quarter of this year" (COO Reddy). "Finally, we expect the tax rate for the remaining quarters of 2026 to be 28.5%" (COO Reddy). Compared with the pri...

Is AMD a good stock to buy? We came across a bullish thesis on Advanced Micro Devices, Inc. on Joe Gannon’s Substack by Gannon Capital. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices, Inc.’s share was trading at $303.46 as of April 22nd. AMD’s trailing and forward P/E were 109.00 and […]

Is Advanced Micro Devices, Inc. (AMD) A Good Stock To Buy Now? Yahoo Finance

格隆汇4月24日｜据以色列第13频道援引军方消息人士称，以色列未在伊朗领空开展活动。

Upcoming Earnings: Intel Corporation (INTC) Set to Report After Market Close GuruFocus

伊朗外交部发言人巴加埃23日表示，西方对伊朗核计划的担忧纯属政治操弄，目的是对伊施压。巴加埃指出，过去二十多年里，西方国家不断编造“伊朗制造核弹”的谎言来恐吓世界，但这背后的叙事逻辑并非基于事实，而是一种“政治画像”。他强调，伊朗始终在保障自身核权利的前提下展开谈判，并已做好应对各种局面的准备。按照此前的共识，相关各方计划在维也纳举行由国际原子能机构参与的技术会议。巴加埃强调称，伊朗参与谈判是为了消除外界的无理指控，同时确保自身的合法权利不受侵犯。（央视新闻）

Key PointsShares of Palantir have been pulling back of late as investors rotate out of tech stocks amid the Middle East crisis.

格隆汇4月24日｜伊朗外长阿拉格齐：伊朗人民团结一致，比以往任何时候都更强大。

Image source: The Motley Fool. Thursday, April 23, 2026 at 1 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Kovshutin Denis/iStock via Getty Images ServiceNow, Inc. ( NOW ) stock is selling off as I write this in the premarket on 23 April, and since my last analysis the equity is down -17%. I still own NOW at 2.5% of my portfolio's NAV, and I am considering adding more at this lower price. That said, I do not feel any particular call to add here, given I am already heavily in the software trade in other arguably higher-moat stocks. The company just posted Q1 2026 results , and by all measures they were reasonably good. I would say there was little cause for concern, but given somewhat of a still-afraid market re software, it will latch onto anything in order to build its downside case further even amid resilient fundamentals. I think in H2 2026 NOW (and other software stocks further) will really start re-rating higher, so I would view this sell-off as a further strong accumulation window. Counter to popular opinion, when the equity goes down, my appetite to buy goes up; though that strategy only works when operational catalysts or sentiment-driven undervaluations are objectively in place. Q1 2026 Earnings The quarter itself was not bad, I'd go as far as to say it was good. Subscription revenue rose to 22% year-over-year. cRPO rose by 22.5%. RPO was up by 25%. But the market essentially sold off the quality of the raise, because while the full-year subscription revenue guide rose $205M at the midpoint, 125 bps of full-year growth is now coming from the Armis acquisition, and management indicated that without Armis the full-year guide was held. We're looking at short-term margin headwinds here (full-year non-GAAP operating margin to 31.5% from the prior 32%, and full-year free cash flow margin to 35% from 36%). That's the basic math behind the sell-off, but this is incredibly short-term and misses the fact that the Armis acquisition will only dilute profitability temporarily. In the medium term, the Armis acquisition is important for ServiceNow because it signals a move tow...

Is PLTR a good stock to buy? We came across a bullish thesis on Palantir Technologies Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on PLTR. Palantir Technologies Inc.’s share was trading at $152.62 as of April 22nd. PLTR’s trailing and forward P/E were 242.25 and […]