M. Suhail/iStock Editorial via Getty Images It’s been over 3 years since the first time I covered U-Haul ( UHAL ), and since then, the company’s share price has lost around 12% in value against SPY’s ( SPY ) 70% gain, so you would have been better off buying the broader index and sleeping much better than having UHAL in your portfolio. I wanted to go over its performance since then and see whether it is a good time to jump in. Spoiler alert, it is not. Briefly on Performance Starting from the top, we can see UHAUL’s revenues took a plunge from mid-’23 to mid-’24 and have been on a decent recovery ever since. The company experienced several weak quarters in 2022-2023, but then self-moving equipment rental finally returned to growth in fiscal 2024-2025. Self-storage has been a steady positive contributor, growing at around 9%-12% per quarter, with a little bit of a deceleration lately. Additionally, U-Haul has been opening and expanding facilities aggressively, with the portfolio reaching over one million storage units across North America, and as of Q3’26, the company added 5.9m net rentable square feet of new storage. Seeking Alpha If we take a look at the most recent quarter, Q3’26 , we can see that the top-line performance has been mixed: self-moving and equipment barely inching up, while self-storage revenues grew a respectable 7.9%. The rest are too small to list, so here is the overall performance below. Author's compilation From these numbers, we can see that the growth came from a mix of some improvements in self-moving equipment rental revenues and self-storage revenues, but I would say it is mostly due to the company’s aggressive expansion efforts that drove growth in the top line over the last 1-2 years. Moving on to the company’s efficiency and profitability, we can see a completely different story compared to its top-line performance. Margins across the board have been on a significant downtrend in the last three years, and it doesn’t look like there is ...

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We just covered the 15 AI Stocks That Could Break the Trillion Dollar Barrier and QUALCOMM Incorporated (NASDAQ:QCOM) ranks 14th on this list. QUALCOMM Incorporated (NASDAQ:QCOM) is one of the AI stocks that could break the trillion dollar barrier. The firm is viewed as a high-conviction AI-at-the-edge play and is transforming from a smartphone chipmaker […]

QUALCOMM Incorporated (QCOM): One of the AI Stocks That Could Break Trillion Dollar Barrier Yahoo Finance Singapore

QUALCOMM Incorporated (QCOM): One of the AI Stocks That Could Break Trillion Dollar Barrier Yahoo Finance

AVGO's Google Deal Aids Infrastructure Software Growth: What's Ahead? Zacks Investment Research

Dado Ruvic | Reuters Intel's latest earnings report showed big demand for central processing units, or CPUs, as companies rush to build out their artificial intelligence capabilities, sending its stock surging. The numbers led investors to scoop up shares of another major chipmaker: Advanced Micro Devices . AMD shares soared more than 12% on Friday as Wall Street analysts were caught off guard by Intel's CPU performance — which they believe will translate to other big CPU makers. "We figured CPUs were the next big bottleneck, but Intel's results indicate that is already translating to very significant upside," D.A. Davidson analyst Gil Luria wrote for in a Friday note. "The CPU is reinserting itself as an indispensable foundation of the AI era, and the once sleepy CPU market has taken off as agentic workloads shift compute needs" beyond graphics processing units produced by companies such as Nvidia. Luria upgraded AMD to buy from neutral and hiked his 2026 revenue and gross profit margins. He also hiked his price target on the stock to $375, implying upside of 22% from Thursday's close. Stock Chart Icon Stock chart icon AMD year to date This comes off the back of Intel also issuing stronger-than-expected guidance for the second quarter . Other analysts on the Street took notice as well. "Intel now expects double digit server CPU unit growth in 2026, up from their prior expectations of only slight growth six months ago," Citi analyst Atif Malik wrote on Friday. He also upgraded the stock to buy from neutral. Wall Street sees CPU makers and data center gear providers improving as a group, on the Intel news, with AMD front and center. "Based on signs of better participation in high AI infrastructure growth, we are significantly increasing our price target to align INTC's target multiple with the company's AI infrastructure peers AMD, MRVL, CRDO, and ALAB (all Buy rated)," Suji Desilva of Roth wrote Friday. Barclays' Tom O'Malley, meanwhile, wondered whether Intel could...

AMD shares soar 12% on no company news. Here's what has investors so excited CNBC

Intel reported strong adjusted earnings per share, revenue, and forward guidance in its first-quarter earnings report.

Key PointsIntel's earnings results and forward guidance came in well ahead of Wall Street consensus estimates.

Intel Soars After an Earnings Blowout. Did This Legacy Tech Company Just Become Wall Street's Newest Artificial Intelligence (AI) Darling? Yahoo Finance

Key PointsSteel Dynamics reported record quarterly shipments.

We just covered the 15 AI Stocks That Could Break the Trillion Dollar Barrier and Shopify Inc. (NASDAQ:SHOP) ranks 13th on this list. Shopify Inc. (NASDAQ:SHOP) stock is a darling of Wall Street. This is because these elite investors are betting that the firm will lead the next phase of e-commerce, which management has dubbed […]

Source: Bloomberg, 3:04

保安局稱正積極推展修訂《消防條例》，會在5月諮詢保安事務委員會，並展開公眾諮詢。 包括加入主要消防裝置關閉，須由消防處批准的新要求。物業管理公司最少每半年一次進行警鐘測試，列為法定責任。並為阻塞逃生途徑等違規行為，引入定額罰款制度。 大幅提高註冊承辦商簽發虛假或誤導性，消防裝置及設備證書的罰則，並賦予消防處人員更充分的調查及執法權力。

We just covered the 15 AI Stocks That Could Break the Trillion Dollar Barrier and Amphenol Corporation (NYSE:APH) ranks 12th on this list. Amphenol Corporation (NYSE:APH) is one of the AI stocks that could break the trillion dollar barrier. The company has emerged as an essential, high-margin play on the physical connectivity required for the […]

Huawei Technologies’ newest Ascend 950PR and 950DT chips enjoyed “day zero” adaptation to DeepSeek’s latest V4 model, the Shenzhen-based tech giant said in a livestream on Friday, just hours after the model’s release. The hardware-software collaboration between the two Chinese firms underscores the progress China has made in tech self-reliance, a top national priority for Beijing amid US efforts to block its access to advanced semiconductor chips and chipmaking equipment. During the livestream...

Welcome back to FOIA Files! Last May, for unexplained reasons, the Office of the Director of National Intelligence took down its website. Days later, the site was restored. But a ton of material was missing , notably hundreds of intelligence-related documents released over the years in response to Freedom of Information Act requests. Why? I filed a FOIA request to find out (surprise, surprise). This week, a year after I filed my request, and sued ODNI to compel the release of records, the agency sent me more than a dozen pages of emails that offer some answers. The communications call into question the Trump administration’s pronouncement that it’s “the most transparent administration in American history.” If you’re not already getting FOIA Files in your inbox, sign up here . At first glance, the disappearance of documents from ODNI’s FOIA page in early May seemed to be connected to a swirling controversy at the agency run by Tulsi Gabbard. On May 5, transparency expert Lauren Harper at the Freedom of the Press Foundation received a copy of an intelligence assessment from a unit of the ODNI on Tren de Aragua, a notorious Venezuelan gang. The assessment undercut President Donald Trump’s rationale last year for invoking the Alien Enemies Act to justify deporting alleged gang members to a notorious prison in El Salvador without due process. (Harper filed a FOIA request for the assessment on April 25, 2025. Ten days later, ODNI’s FOIA office sent her the partially redacted assessment , a remarkably quick turnaround time for any intelligence agency.) FOIA and find out Around the same time, according to the batch of emails I just received, top officials at ODNI began directing subordinates to dismantle the agency’s FOIA webpage. They “scrubbed” scores of previously released intelligence-related documents on a wide range of topics and other FOIA-related material. But an ODNI official told FOIA Files that the removal of the FOIA page was not connected to the Tren de Aragua ...

AscentXmedia/iStock via Getty Images Introduction I have been following Total Energy Services ( TOT:CA ) ( TOTZF ) for several years now, and in January 2024, I was extremely surprised to see that the stock was trading at a free cash flow yield of approximately 20% . While this services provider in the oil and gas sector will have to deal with headwinds from time to time, its financial performance in the past few years, even when oil and gas prices were low, was remarkably strong. Fast forward to today, and the total return since that article was published is approaching 200% . The share price has almost tripled while the company continued to pay out quarterly dividends in the past few years as well. Given the strong share price performance, I wanted to check if the stock is still somewhat attractive. As recently as December of last year, I argued the stock was still attractive, but since that article was published, the share price has run up by an additional 60%. Data by YCharts A quick look back at 2025 Before discussing the expectations for 2026 (and beyond), I wanted to briefly take a step back and have a look at the 2025 results. The cash flow generation last year obviously sets the tone for what we can expect this year and in the next few years. The total revenue in 2025 came in at approximately C$1.06B , which represents an increase of approximately 17% compared to the preceding year. The operating income increased by a similar percentage, while the pre-tax income increased by a third on the back of a higher gain on the sale of property and equipment in combination with lower net finance expenses. TOT Investor Relations As the income statement above shows, this resulted in a total net profit of C$74.3M, for an EPS of C$1.99. So when the stock was trading below C$15 in December of last year, I think I was right to call the company "attractively valued ." My original investment thesis in 2024 was based on Total’s cash flow profile, so it only makes sense to als...

Key PointsDruckenmiller, who had an epic career managing hedge funds on Wall Street, now manages his private firm, Duquesne Family Office.

Nvidia (NASDAQ: NVDA) may be doing a lot more than launching another AI product. Vera Rubin could expand the company's role across compute, networking, and full-system design, making the upside case much larger if customers lean in. Stock prices used were the market prices of April 17, 2026. The video was published on April 22, 2026. Continue reading

Market movers: Intel, Newmont Corporation, Procter & Gamble... Proactive financial news

Standard Chartered Plc has arranged a $2.2 billion loan with export credit agencies and development finance institutions for Tanzania’s landmark rail project, according to Turkish contractor Yapi Merkezi Insaat VE Sanayi AS . The deal will be signed April 28 in the East African nation’s capital, Dodoma, and will finance the third and fourth legs of the 1,219-kilometer (757-mile) track, Yapi Merkezi Vice Chairman Erdem Arıoğlu told Bloomberg in an interview. The two phases run through Makutupora, Tabora and Isaka. The financing includes $1.4 billion from Swedish, Polish and Italian export credit agencies and $800 million loaned by development finance institutions, Arıoğlu said. Tanzanian government spokesman Lazaro Nyalandu confirmed the financing. Standard Chartered declined to comment. The funds will boost Yapi Merkezi’s cash flow after it restructured around $2 billion of loans tied to its previous work in Tanzania. The early-2025 agreement included a new working-capital facility of roughly $110 million, Arıoğlu said. Turkish Firm in Talks With Kenya to Electrify China-Run Railway Turkish Contractor Seeks $1 Billion Restructing on Tanzania Row Uganda, Yapi Merkezi Rail Deal to Take Full Force in Early 2026 “When you work with governments, it’s always a challenge to get your money on time,” he added. “Construction sites are like elephants: if you get it moving, it doesn’t stop easily, so you have to keep the cash flow.” Tanzania is building the railway to link the commercial capital, Dar es Salaam, with Mwanza city located by Lake Victoria, with a westward branch connecting to landlocked neighboring countries. The project is aimed at easing transport bottlenecks, lowering the cost of moving goods, and positioning the country as a regional trade gateway competing with rival corridors such as Kenya’s Mombasa route. Yapi Merkezi has already completed construction of the first two phases, a total 722-kilometers of track from the port city of Dar es Salaam through Dodom...

We just covered the 15 AI Stocks That Could Break the Trillion Dollar Barrier and Arista Networks, Inc. (NYSE:ANET) ranks 11th on this list. Arista Networks, Inc. (NYSE:ANET) is turning heads on Wall Street as management revises AI targets upwards. The firm recently raised its 2026 AI revenue goal to $3.25 billion, up from the […]

據報美國司法部預計最快周五撤銷針對聯邦儲備局主席鮑威爾的刑事調查。

據報美國司法部預計最快周五撤銷針對聯邦儲備局主席鮑威爾的刑事調查。

Jian Fan/iStock via Getty Images BrainsWay's Ltd. ( BWAY ) stock has generally trended higher in recent months, driven by strong growth and improving margins. This situation appears set to continue into 2026, supported by BrainsWay's investments in TMS service providers. I previously suggested that BrainsWay's high growth was likely to ensure solid returns in the short term. At the time, I felt that the risk-reward setup was becoming unfavorable, though, due to BrainsWay's valuation. This stems largely from the fact that Transcranial Magnetic Stimulation (TMS) is a niche solution, and while TMS now appears to be living up to its potential, competition in the treatment-resistant TMS space is set to increase significantly in coming years. In particular, a variety of psychedelic drugs are set to enter the market in coming years, offering a cost-effective alternative to TMS, ECT, and esketamine. I therefore believe that further upside is possible in the short term, driven by momentum and BrainsWay's strong fundamentals; the longer-term outlook for the stock is now poor. Market Conditions BrainsWay's business has faced significant turmoil in recent years, including COVID and the rise in interest rates in 2022. BrainsWay is now rebounding from this, though, supported by growing awareness and adoption of TMS. While the company's focus on leasing and larger customers should reduce its dependence on macro conditions, an increase in interest rates would likely still have a significant negative impact. BrainsWay's performance suggests that the TMS market is thriving at the moment, but this is less clear from public peers. Neuronetics, Inc. ( STIM ) only shipped 49 systems in the fourth quarter, and session revenue increased just 6% YoY. The company is also only guiding to 9% growth in 2026. Neuronetics acquired Greenbrook (TMS service provider) in late 2024, providing direct exposure to TMS treatment demand. Greenbrook clinic revenue was up 37% YoY in the fourth quarter, altho...

西藏旅游公告，2025年营业收入1.87亿元，同比下降12.37%。净利润2327.38万元，同比增长39.47%。公司2025年度不进行利润分配，也不进行资本公积金转增股本。

明微电子公告，2025年营业收入6.65亿元，同比增长9.48%。归属于上市公司股东的净利润为-4645.51万元，同比下降755.32%。公司2025年度拟不进行利润分配，不派发现金红利，不送红股，不以资本公积金转增股本。

The Food and Drug Administration said on Friday it will offer ultra-fast review to three psychedelic drugs being developed to treat mental health conditions, including depression, the latest indication of the Trump administration’s commitment to the experimental treatment approach. President Donald Trump signed an executive order last weekend directing the FDA and other federal agencies to speed access and loosen restrictions on psychedelics, a class of hallucinogenic drugs which remain illegal...