Shares of Intel Corp (NASDAQ:INTC) surged about 28% in premarket trading on Friday after the chipmaker delivered stronger-than-expected first-quarter results and issued an upbeat outlook for the second quarter, driven by robust demand for its AI-focused data center chips. The stock climbed to around $85, putting it on track to surpass its all-time high reached during the dot-com era more than two ...
Shares of Intel Corp (NASDAQ:INTC) surged about 28% in premarket trading on Friday after the chipmaker delivered stronger-than-expected first-quarter results and issued an upbeat outlook for the second quarter, driven by robust demand for its AI-focused data center chips. The stock climbed to around $85, putting it on track to surpass its all-time high reached during the dot-com era more than two decades ago.
Nasadq futures rise as Intel shares extend its surge after delivering a sales forecast that beat expectations. Oil gains amid a prolonged standoff around the Strait of Hormuz as peace talks between the US and Iran remain at an impasse. Sonja Marten of DZ Bank discusses the rate path for central banks around the world. (Source: Bloomberg)
Nasadq futures rise as Intel shares extend its surge after delivering a sales forecast that beat expectations. Oil gains amid a prolonged standoff around the Strait of Hormuz as peace talks between the US and Iran remain at an impasse. Sonja Marten of DZ Bank discusses the rate path for central banks around the world. (Source: Bloomberg)
Red Holdings, LLC AE, an investment vehicle serving as 10% owner and director, reported the indirect sale of 2,744,259 shares of Redwire Corporation (NYSE:RDW) in multiple open-market transactions on April 20 and April 21, 2026, for a total consideration of approximately $28.41 million, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($10....
Red Holdings, LLC AE, an investment vehicle serving as 10% owner and director, reported the indirect sale of 2,744,259 shares of Redwire Corporation (NYSE:RDW) in multiple open-market transactions on April 20 and April 21, 2026, for a total consideration of approximately $28.41 million, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($10.35); post-transaction value based on a holding of zero shares at April 21, 2026 market close. 1-year price change calculated using April 21, 2026 as the reference date. Continue reading
Labor market fears were already accelerating in the current slow hiring environment, but several big announcements have added to those concerns. Meta ( META ) announced plans to slash 10% of its workforce , Microsoft ( MSFT ) unveiled its first-ever voluntary employee buyout program , and Nike ( NKE ) detailed its next round of extensive layoffs . The AI disruption cloud is clearly hanging over ma...
Labor market fears were already accelerating in the current slow hiring environment, but several big announcements have added to those concerns. Meta ( META ) announced plans to slash 10% of its workforce , Microsoft ( MSFT ) unveiled its first-ever voluntary employee buyout program , and Nike ( NKE ) detailed its next round of extensive layoffs . The AI disruption cloud is clearly hanging over many industries, and other sectors are prioritizing lean operations to stay competitive amid pressures on margins and organic growth. Snapshot: Terms have already been coined for the pending doom, like the "Great AI Displacement" and "White-Collar Recession," but a more nuanced approach is warranted. Many of the big companies are reallocating their capital as they spend billions to fund massive AI investments, or are in wait-and-see mode to see how the new industry changes will play out. Coming expansions and contractions are also going beyond the traditional labor line, and will impact everyone from office and corporate professionals to tradespeople and industrial workers. So, where is the hiring happening, and what field would be ripe for job training or a transition? Here's a breakdown of the evolving employment landscape through 2034, according to the Bureau of Labor Statistics: Areas of significant high-earnings job growth: These positions include computer research and data scientists (powering the AI revolution), information security analysts (defending the AI revolution), and actuaries and financial examiners (who can verify and provide ultimate judgment on AI risk calculations). Physician assistants and nurse practitioners will also be in high demand (given their "high-touch" requirements), as well as medical and health services managers (due to the demands of the aging boomer generation). Popular blue-collar roles that are expected to grow include electricians (data center and grid buildouts), construction workers (infrastructure and shelter needs), as well as truck ...
Flagstar Bank (FLG) delivered earnings and revenue surprises of +19.40% and -10.61%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Flagstar Bank (FLG) delivered earnings and revenue surprises of +19.40% and -10.61%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
NicoElNino/iStock via Getty Images Valuation in an Age of Disruption - How much future growth are you paying for? The First Quarter of 2026 Marked a turning point in how the market has approached artificial intelligence (AI). Previously, the market's focus was on the infrastructure build-out, with hyperscalers' capital budgets and the resultant demand for chips and power generation taking center s...
NicoElNino/iStock via Getty Images Valuation in an Age of Disruption - How much future growth are you paying for? The First Quarter of 2026 Marked a turning point in how the market has approached artificial intelligence (AI). Previously, the market's focus was on the infrastructure build-out, with hyperscalers' capital budgets and the resultant demand for chips and power generation taking center stage. A jaw-dropping level of capital deployment has marched incessantly higher with the consensus capex forecasts for the four largest hyperscalers* increasing by 120% to 140% since the beginning of 2025. Maybe even more astonishing is that the 2028 consensus capex for these four companies, $750 billion in aggregate, is currently greater than the market capitalization of ExxonMobil ( XOM ) and is approaching that of JP Morgan Chase ( JPM ) (JPM, not held). A focus on growth has shifted to the potential disruption caused by AI advancement. In February, an AI research company demonstrated significant progress in agentic AI (systems that can not only answer queries but execute multi-step processes across different applications). The new release also demonstrated an ability to automate complex coding. Upward Revisions to Capex Estimates for Hyperscalers* As of March 31, 2026. Sources: Bloomberg; Miller/Howard Research & Analysis. Chart depicts upward revisions to the average change in hyperscalers' capex estimates between 12/31/2024 and 3/25/2026. Click to enlarge These improvements caused many to consider paradigm-shifting implications for industries and companies that had previously generated stable cash flows. Software companies that historically benefitted from recurring subscription revenue and high margins found themselves in the crosshairs, with their business models suddenly called into question. Agentic AI threatened to disrupt the software industry by reducing legacy moats, threatening the number of subscriptions necessary (AI agents are thought to be able to do the ...
In this article PG Follow your favorite stocks CREATE FREE ACCOUNT Boxes of Tide Pods dishwasher detergent are displayed at a Costco Wholesale store on July 12, 2025 in San Diego, California. Kevin Carter | Getty Images News | Getty Images Procter & Gamble on Friday reported quarterly earnings and revenue that topped analysts' expectations, fueled by stronger demand for its beauty products. Shares...
In this article PG Follow your favorite stocks CREATE FREE ACCOUNT Boxes of Tide Pods dishwasher detergent are displayed at a Costco Wholesale store on July 12, 2025 in San Diego, California. Kevin Carter | Getty Images News | Getty Images Procter & Gamble on Friday reported quarterly earnings and revenue that topped analysts' expectations, fueled by stronger demand for its beauty products. Shares of the company rose more than 2% in premarket trading. Here's what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG: Earnings per share: $1.63 adjusted vs. $1.56 expected Revenue: $21.24 billion vs. $20.5 billion expected P&G reported fiscal third-quarter net income attributable to the company of $3.93 billion, or $1.63 per share, up from $3.78 billion, or $1.54 per share, a year earlier. Net sales rose 7% to $21.24 billion. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
The S&P 500 index continues to bounce back from its drawdowns to reach new highs. Now that the benchmark is in record territory once again, investors are trying to figure out where to find bargains in what they might consider an expensive market environment. There's one growth stock , which trades 62% below its record (as of April 21), that looks extremely compelling today. Here's why buying the d...
The S&P 500 index continues to bounce back from its drawdowns to reach new highs. Now that the benchmark is in record territory once again, investors are trying to figure out where to find bargains in what they might consider an expensive market environment. There's one growth stock , which trades 62% below its record (as of April 21), that looks extremely compelling today. Here's why buying the dip right now could be the best financial decision of 2026. Image source: The Motley Fool. Continue reading
Israel and Lebanon have agreed to extend their ceasefire for three weeks, President Trump says. And, the Trump administration is easing rules on medical marijuana. (Image credit: Spencer Platt)
Israel and Lebanon have agreed to extend their ceasefire for three weeks, President Trump says. And, the Trump administration is easing rules on medical marijuana. (Image credit: Spencer Platt)
Tak Yeung/iStock Editorial via Getty Images I wanted to look in again at one of my longstanding Buy positions, T-Mobile US ( TMUS ) in light of the rather surprising news - really more just rumors, at this point - that we’ve been treated to in recent days. Author History T-Mobile was one of my first long stock recommendations when I began writing for Seeking Alpha a decade ago; in fact, my first S...
Tak Yeung/iStock Editorial via Getty Images I wanted to look in again at one of my longstanding Buy positions, T-Mobile US ( TMUS ) in light of the rather surprising news - really more just rumors, at this point - that we’ve been treated to in recent days. Author History T-Mobile was one of my first long stock recommendations when I began writing for Seeking Alpha a decade ago; in fact, my first Seeking Alpha article was about T-Mobile. In general, my bullishness on T-Mobile has served me well. The company rose almost sixfold between 2013 and 2020, while the S&P 500 rose only threefold over the same period. In 2020, I wrote that I was still bullish on T-Mobile , even though the focus of my bullish thesis was very different than it had been years before . That bet seemed to work out well for me also; between 2020 and 2025 the stock rose a further 150%, again comfortably outperforming the index. Since EchoStar ( SATS ) agreed to sell its spectrum to AT&T ( T ) and Tesla ( TSLA ) founder Musk’s SpaceX, however, T-Mobile just hasn’t been the same. The stock is down almost 25% since September, while the S&P index has risen almost 10% over the same time frame. Pick A Multiple, Any Multiple But while I acknowledge T-Mobile has struggled much more than expected over the past eight months, I was still surprised to read the news about a potential consolidation of the company with its majority shareholder, Deutsche Telekom ( DTEGY ) this week. As reported, the combination would see a new holding company created , to purchase the outstanding shares of both companies and consolidate them into a single entity. My initial take is that such a combination, while not impossible to effectuate, is highly unlikely; this is one idea that probably won’t make it all the way from the drawing board to the real world. As I see it, there are a number of flaws here. First is the market multiple. While T-Mobile now trades at a 19 TTM P/E multiple, below the market average, even that ratio is one...