ALT5 Sigma ( ALTS ) on Friday said it entered a non-binding memorandum of understanding with Nano Labs ( NA ) to explore collaboration on AI data centers, agent cloud infrastructure, and AI-native payments. ALT5 said the agreement establishes a 90-day evaluation process led by a joint working group that will assess technical integration, commercial opportunities, and operational feasibility. Compa...
ALT5 Sigma ( ALTS ) on Friday said it entered a non-binding memorandum of understanding with Nano Labs ( NA ) to explore collaboration on AI data centers, agent cloud infrastructure, and AI-native payments. ALT5 said the agreement establishes a 90-day evaluation process led by a joint working group that will assess technical integration, commercial opportunities, and operational feasibility. Companies will also review tokenization models, infrastructure monetization opportunities, and broader security requirements tied to AI and computing environments. ALT5 provides digital asset trading and payments infrastructure, while Nano Labs focuses on high-performance computing, chip design, and data center systems. The memorandum is non-binding, and any future partnership would require definitive agreements after the review process. ALT5 shares are up +5% in premarket trading after settling 7.6% lower in the last close. Nano Labs is down -3% before the bell, after a 9% jump in Thursday session. More on ALT5 Sigma ALT5 Sigma to rebrand as AI Financial citing strategy shift ALT5 Sigma GAAP EPS of -$5.86, revenue of $24.8M misses by $0.81M Seeking Alpha’s Quant Rating on ALT5 Sigma Historical earnings data for ALT5 Sigma Financial information for ALT5 Sigma
SLB (SLB) delivered earnings and revenue surprises of +1.31% and +1.09%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
SLB (SLB) delivered earnings and revenue surprises of +1.31% and +1.09%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
luza studios/E+ via Getty Images By Mike Larson Can anything stop the semiconductor stocks? They’re on one of their most powerful runs in years - with one juggernaut in particular standing out this week! Just look at the MoneyShow Chart of the Day. It’s a weekly chart of Texas Instruments Inc. (“TI”) ( TXN ) over the last five years. The stock surged as much as 19% yesterday, its biggest one-day r...
luza studios/E+ via Getty Images By Mike Larson Can anything stop the semiconductor stocks? They’re on one of their most powerful runs in years - with one juggernaut in particular standing out this week! Just look at the MoneyShow Chart of the Day. It’s a weekly chart of Texas Instruments Inc. (“TI”) ( TXN ) over the last five years. The stock surged as much as 19% yesterday, its biggest one-day rally in a quarter century! A Texas-Sized Move in “Texan” Source: TradingView An incredibly bullish outlook drove the rally. TI said it would generate $5 billion to $5.4 billion in Q2 sales, far exceeding the $4.8 billion that analysts expected. CEO Haviv Ilan said demand was strong across multiple divisions and geographies , rather than confined to one or two product lines. TI is more sensitive to manufacturing, industrial, and automotive demand than other chip stocks. It doesn’t make the kind of high-end chips that AI darlings like Nvidia Corp. ( NVDA ) do. But it’s still benefiting from the AI boom. That’s because it sells chips that go into data center-related equipment, like gear that regulates power supplies. Sales in that division surged 90% year-over-year in Q1. Bottom line? TI is now up around 60% year-to-date. The iShares Semiconductor ETF ( SOXX ) is up 40% YTD. And both are leaving the SPDR S&P 500 ETF Trust ( SPY ) - up only 3%-and-change - in the dust. Just like strength in transports by the way, strength in chips is something you want to see if you’re a market bull! Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors. Originally published on MoneyShow.com
Alexander Sikov Intel's ( INTC ) blowout Q1 results sent shares surging more than 27% in premarket trading on Friday and lifted the broader semiconductor sector, with AMD ( AMD ) and Nvidia ( NVDA ) both trading higher on the read-through. The results cemented Intel's sixth consecutive quarter of beating estimates and offered a bullish signal for AI-driven chip demand heading into the rest of 2026...
Alexander Sikov Intel's ( INTC ) blowout Q1 results sent shares surging more than 27% in premarket trading on Friday and lifted the broader semiconductor sector, with AMD ( AMD ) and Nvidia ( NVDA ) both trading higher on the read-through. The results cemented Intel's sixth consecutive quarter of beating estimates and offered a bullish signal for AI-driven chip demand heading into the rest of 2026. Yet the company's 120x forward P/E makes it one of the most expensively priced names in the sector, a sharp contrast to the stocks on the following list. While the previous ranking highlighted the priciest semiconductor valuations, this list takes the opposite view: the 10 large-cap semiconductor stocks currently trading at the lowest forward price-to-earnings ratios. Micron Technology ( MU ) leads with the lowest forward P/E on the list at just 8.31, and is the only name here to carry a near-perfect Strong Buy Quant Rating of 4.99, a combination that positions it as arguably the most compelling value in the entire semiconductor space right now. First Solar ( FSLR ) and Qualcomm ( QCOM ) follow at 10.73x and 12.09x respectively, though both carry Hold ratings. Nvidia ( NVDA ), the world's most valuable semiconductor company at $4.85 trillion in market cap, appears fourth at 23.94x, a relatively modest multiple given its AI dominance, with a Hold rating of 3.48. The middle of the list features MKS Inc. ( MKSI ) at 28.21x, ON Semiconductor ( ON ) at 33.34x, one of only two Buy-rated names alongside Texas Instruments ( TXN ), and GLOBALFOUNDRIES ( GFS ) at 33.45x. Analog Devices ( ADI ), Texas Instruments ( TXN ), and Applied Materials ( AMAT ) round out the bottom three, with forward P/Es ranging from 35.21x to 36.50x. Notably, Texas Instruments holds a Strong Buy Quant Rating of 4.86, making it, alongside Micron, one of the strongest quant signals on the list despite its position near the top end of the valuation range. The forward price-to-earnings ratio compares a stock'...
SAP reported stronger-than-expected first-quarter revenue growth in its cloud division, beating analyst estimates. The results come as Europe's largest software company ramps up the integration of artificial intelligence agents across its platform. SAP CFO Dominik Asam joined Bloomberg's Opening Trade. (Source: Bloomberg)
SAP reported stronger-than-expected first-quarter revenue growth in its cloud division, beating analyst estimates. The results come as Europe's largest software company ramps up the integration of artificial intelligence agents across its platform. SAP CFO Dominik Asam joined Bloomberg's Opening Trade. (Source: Bloomberg)
S&P 500 Index futures are up 0.4% as of 7:50 a.m. in New York as traders weigh corporate earnings and the US-Iran standoff. Nasdaq 100 futures rise 1.3% Dow Jones Industrial Average futures are up 0.2% The MSCI World Index is little changed Here are some of the biggest US movers before the bell: Magnificent Seven stocks: Microsoft (MSFT) +1.2%, Amazon (AMZN) +0.9%, Alphabet (GOOGL) +0.6%, Meta Pla...
S&P 500 Index futures are up 0.4% as of 7:50 a.m. in New York as traders weigh corporate earnings and the US-Iran standoff. Nasdaq 100 futures rise 1.3% Dow Jones Industrial Average futures are up 0.2% The MSCI World Index is little changed Here are some of the biggest US movers before the bell: Magnificent Seven stocks: Microsoft (MSFT) +1.2%, Amazon (AMZN) +0.9%, Alphabet (GOOGL) +0.6%, Meta Platforms (META) +0.6%, Apple (AAPL) -0.1%, Tesla (TSLA) +0.9% Comfort Systems USA (FIX) climbs 7% after the HVAC company reported revenue that beat estimates. Coursera (COUR) falls 10% after the online education company’s first-quarter profit missed the average analyst estimate and the midpoint of its full-year revenue forecast also undershot expectations. Edwards Lifesciences (EW) gains 2% after the medical devices firm reported a first quarter adjusted earnings per share beat, and boosted its sales forecast for the full year. HCA Healthcare (HCA) falls 7% after the health-care services company reported net income for the first quarter that met the average analyst estimate. Hims & Hers Health (HIMS) climbs 4% after JPMorgan initiated the stock with an overweight rating, citing improving vitals for the telehealth firm. Intel (INTC) shares are up 27% — and on track to close at an all-time high if gains hold through regular trading — after the chipmaker delivered a blockbuster sales forecast. MaxLinear (MXL) jumps 43% after the semiconductor company’s first-quarter results and second-quarter revenue forecast were both better than expected. Organon & Co. (OGN) climbs 21% after the Economic Times reported that Sun Pharma is planning to submit a binding offer of $13 billion to acquire the US-based pharmaceutical company. Procter & Gamble (PG) gains 3% after the consumer-products maker reported stronger-than-expected results for its latest quarter, driven by growth in the beauty category. SLB (SLB) falls 3% after the oilfield services company reported adjusted earnings per share fo...
Flurry Of Reports Signal 'Breakthrough' In US, Iran Getting Back To The Table In Pakistan, As Third US Carrier Arrives After signaling all day yesterday that it has not decided to engage the United States in a second round of peace talks, Friday morning has seen a flurry of headlines out of Saudi and regional media speculating that today is different . "Iranian Foreign Minister Abbas Araghchi may ...
Flurry Of Reports Signal 'Breakthrough' In US, Iran Getting Back To The Table In Pakistan, As Third US Carrier Arrives After signaling all day yesterday that it has not decided to engage the United States in a second round of peace talks, Friday morning has seen a flurry of headlines out of Saudi and regional media speculating that today is different . "Iranian Foreign Minister Abbas Araghchi may arrive tonight accompanied by a small delegation," Pakistani government source has told Al Arabiya's correspondent. Also Bloomberg too is reporting that Iran's FM Araghchi is expected to arrive in Islamabad tonight. Additionally sources out of Pakistan say the country may announce today the resumption of negotiations between Iran and America. Of course, we've seen many such "second round of US-Iran talks expected" headlines before which didn't materialize, and at the moment there's no signs of movement out of the US side. via Al Jazeera However, some of these same sources and headlines are cautioning that it is unclear if there will be Washington engagement. But if a second round of talks actually materializes, it will lend credence to the recent White House insistence that Tehran's private stance is much more compromising and conciliatory than its public stance. Latest: IRAN'S FOREIGN MINISTER ABBAS ARAGHCHI IS EXPECTED TO REACH ISLAMABAD AT AROUND 10 PM LOCAL TIME, ACCORDING TO AN IRANIAN SOURCE. And Al Jazeera freshly reports on a flurry of phone calls, which suggests some kind of potential "breakthrough" in getting back to the negotiating table : Government sources have confirmed there is a “high likelihood of a breakthrough” in US-Iran talks in Islamabad, as a delegation led by Iran’s Foreign Minister Abbas Araghchi is expected to arrive in the Pakistani capital tonight. Earlier today, Iran’s foreign minister held a telephone conversation with Pakistan’s Deputy Prime Minister and Foreign Minister Ishaq Dar, confirmed by both sides. Pakistan’s Foreign Ministry said the ...
More on Procter & Gamble Procter & Gamble: Management Said The Worst Is Over, But Q3 Earnings May Be Key Procter & Gamble: Solid Fundamentals, But Valuation Keeps Me On Hold Procter & Gamble: Earnings Next Week Can Spur A Rally Procter & Gamble gains after solid earnings; lifts household peers Procter & Gamble Non-GAAP EPS of $1.59 beats by $0.03, revenue of $21.24B beats by $720M
More on Procter & Gamble Procter & Gamble: Management Said The Worst Is Over, But Q3 Earnings May Be Key Procter & Gamble: Solid Fundamentals, But Valuation Keeps Me On Hold Procter & Gamble: Earnings Next Week Can Spur A Rally Procter & Gamble gains after solid earnings; lifts household peers Procter & Gamble Non-GAAP EPS of $1.59 beats by $0.03, revenue of $21.24B beats by $720M