Shares of Qualcomm (NASDAQ:QCOM) are surging in Friday midday trading, up roughly 11% as the semiconductor complex catches fire. The stock last changed hands near $148.28, after closing Thursday at $133.95. That’s a sharp one-day reversal for one of the weakest large-cap chip names of the year. Today’s catalyst is sector-wide rather than company-specific. Intel ... Qualcomm Stock Jumps 11% – Here’...
Shares of Qualcomm (NASDAQ:QCOM) are surging in Friday midday trading, up roughly 11% as the semiconductor complex catches fire. The stock last changed hands near $148.28, after closing Thursday at $133.95. That’s a sharp one-day reversal for one of the weakest large-cap chip names of the year. Today’s catalyst is sector-wide rather than company-specific. Intel ... Qualcomm Stock Jumps 11% – Here’s Why It’s Still Down 13% in 2026
Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.
Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.
Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.
Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.
Crisis in the Middle East, Russian strikes in Dnipro, blackouts in Karachi and Manchester City’s Erling Haaland – the past seven days as captured by the world’s leading photojournalists Continue reading...
Crisis in the Middle East, Russian strikes in Dnipro, blackouts in Karachi and Manchester City’s Erling Haaland – the past seven days as captured by the world’s leading photojournalists Continue reading...
Shares of Arm Holdings (NASDAQ: ARM) rallied 14.9% on Friday as of 12:02 p.m. EDT. Arm was rallying alongside Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD) today, following Intel's strong earnings release last night. Intel's data center business showed outsize growth in the first quarter, despite supply constraints. The outperformance confirmed recent reporting that CPU demand was ...
Shares of Arm Holdings (NASDAQ: ARM) rallied 14.9% on Friday as of 12:02 p.m. EDT. Arm was rallying alongside Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD) today, following Intel's strong earnings release last night. Intel's data center business showed outsize growth in the first quarter, despite supply constraints. The outperformance confirmed recent reporting that CPU demand was taking off amid the advent of agentic AI. Continue reading
Veronique D BridgeBio ( BBIO ) rose 2.9% after a court filing appeared to indicate a settlement in a generic patent case over Pfizer's ( PFE ) Vyndamax drug. Pfizer ( PFE ) and generic drug maker Dexcel agreed to stipulate and for a dismissal in a patent lawsuit over Pfizer's Vyndamax/tafamidis drug, according to a court filing on Friday. Two other generic drug makers are also defendants in the pa...
Veronique D BridgeBio ( BBIO ) rose 2.9% after a court filing appeared to indicate a settlement in a generic patent case over Pfizer's ( PFE ) Vyndamax drug. Pfizer ( PFE ) and generic drug maker Dexcel agreed to stipulate and for a dismissal in a patent lawsuit over Pfizer's Vyndamax/tafamidis drug, according to a court filing on Friday. Two other generic drug makers are also defendants in the patent case, which is set for next week in Delaware. "For BBIO shares, we think investors would view settlement between PFE with Dexcel (lead generic defendant) as a step in the right direction, though we note further details have not yet been released (including settlement date + potential agreements with other defendants)," Barclays analyst Eliana Merle wrote in a note on Friday. Barclays sees base case settlement outcome could be a generic Vyndamax entry in 2031. BridgeBio ( BBIO ) makes a drug similar to Vyndamax/tafamidis called Attruby for a deadly form of heart disease. "We think BBIO shares could be up ~30-40% (PFE settles/wins scenario) vs down ~20-30% (PFE loses scenario); though we think regardless of outcome this could still be a clearing event and shares could recover from there," Merle, who has an overweight rating and $157 price target on BBIO, added in the note. More on BridgeBio Pharma BridgeBio Pharma: Genetic Disease Specialist Is Thriving - I'm Upgrading To Buy BridgeBio Pharma, Inc. (BBIO) Presents at Barclays 28th Annual Global Healthcare Conference Transcript BridgeBio Pharma, Inc. (BBIO) Q4 2025 Earnings Call Transcript ClearBridge SMID Cap Growth strategy initiates new positions, exits several in Q1 BridgeBio outlines transition to cash generation by 2028 with $600M profit target, driven by pipeline advances and Attruby growth
Victor Golmer/iStock Editorial via Getty Images We're entering into the Q1 earnings season at a time of unprecedented volatility for software stocks. On the one hand, a handful of stocks like ServiceNow ( NOW ) are getting a harsh re-rating in valuation multiples as growth slows down and investors assess the impacts of AI and layoffs on their seat-based businesses. SAP SE ( SAP ), on the other han...
Victor Golmer/iStock Editorial via Getty Images We're entering into the Q1 earnings season at a time of unprecedented volatility for software stocks. On the one hand, a handful of stocks like ServiceNow ( NOW ) are getting a harsh re-rating in valuation multiples as growth slows down and investors assess the impacts of AI and layoffs on their seat-based businesses. SAP SE ( SAP ), on the other hand, has seen the opposite trend. The large-cap German software giant, maker of the world's largest ERP (enterprise resource planning) software system, has jumped >5% post-earnings as the company demonstrated the durability of its business. Still, even after this jump, SAP remains down ~25% since January and ~35% over the past year. The core question for investors now is: is this merely a bear market jump, or the beginning of a true recovery in this stock? Data by YCharts I last wrote a neutral article on SAP in February, upgrading the stock from a previous Sell rating when it was trading at $200 per share. Since then, SAP has continued to decline further, increasing the value proposition of the company, while underlying cloud revenue growth has only continued to accelerate. My conviction in SAP as a durable, entrenched software business has only increased, and I'm upgrading my rating on the stock to Buy. To me, "SaaSpocalypse" fears are overblown industry-wide, and that the ultimate impact of AI will likely be through layoffs and a slimming of corporate headcount. Against this backdrop, these are all the reasons to be long on SAP: SAP's flagship ERP product is one of the most complex, mission-critical systems within enterprise software. As anybody who has worked in a large company that uses SAP can attest, its software is incredibly wide-ranging and covers supply chain operations, finance, and many other functions. It's nearly inconceivable to think of large companies completely ripping out SAP in favor of solutions from AI companies without the requisite expertise. Broad so...
Amazon is set to report earnings after the closing bell on Wednesday, with the stock seen potentially rallying to new record highs following the report.
Amazon is set to report earnings after the closing bell on Wednesday, with the stock seen potentially rallying to new record highs following the report.
Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) just delivered holiday-quarter results that put two very different capital-return philosophies on display. Apple leaned on the iPhone cycle and record services to print $143.76B in revenue. Microsoft leaned on Azure and a surging enterprise backlog. Both beat, both guided higher, and both reward shareholders. How they do ... Apple vs. Microsoft: On...
Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) just delivered holiday-quarter results that put two very different capital-return philosophies on display. Apple leaned on the iPhone cycle and record services to print $143.76B in revenue. Microsoft leaned on Azure and a surging enterprise backlog. Both beat, both guided higher, and both reward shareholders. How they do ... Apple vs. Microsoft: One Quietly Grew Its Dividend 900% in 10 Years
Digital entertainment has grown into one of the largest discretionary categories for consumers, and it continues to draw more time and attention every year. Video games, esports, live streaming, and online wagering all compete for the same hours, even though the companies behind them look very different. A handful of ETFs try to capture pieces ... Forget Generic Gaming Plays: 3 ETFs Reveal the Rea...
Digital entertainment has grown into one of the largest discretionary categories for consumers, and it continues to draw more time and attention every year. Video games, esports, live streaming, and online wagering all compete for the same hours, even though the companies behind them look very different. A handful of ETFs try to capture pieces ... Forget Generic Gaming Plays: 3 ETFs Reveal the Real Digital Entertainment Divide
The US and the European Union on Friday deepened their coordination on critical minerals as part of a broader push by Western allies to loosen China’s grip on materials crucial to advanced manufacturing. US Secretary of State Marco Rubio and European Union Trade Commissioner Maros Sefcovic signed a memorandum of understanding for a partnership on producing and securing critical minerals. Rubio di...
The US and the European Union on Friday deepened their coordination on critical minerals as part of a broader push by Western allies to loosen China’s grip on materials crucial to advanced manufacturing. US Secretary of State Marco Rubio and European Union Trade Commissioner Maros Sefcovic signed a memorandum of understanding for a partnership on producing and securing critical minerals. Rubio did not mention China in his remarks, but said the preliminary agreement with Brussels reflected...
Shares of Tractor Supply (NASDAQ: TSCO) have fallen by 17.9% this week, according to data from S&P Global Market Intelligence . Despite a broad market rally, the retailer focused on rural lifestyle posted weak revenue and earnings, along with struggling traffic trends at its locations. Here's why Tractor Supply stock slumped this week, and whether it belongs in your portfolio right now. Tractor Su...
Shares of Tractor Supply (NASDAQ: TSCO) have fallen by 17.9% this week, according to data from S&P Global Market Intelligence . Despite a broad market rally, the retailer focused on rural lifestyle posted weak revenue and earnings, along with struggling traffic trends at its locations. Here's why Tractor Supply stock slumped this week, and whether it belongs in your portfolio right now. Tractor Supply reported its Q1 2026 earnings on April 21st. Revenue increased 3.6% in the period to $3.59 billion, which was below Wall Street estimates of $3.63 billion to $3.64 billion. Earnings per share ( EPS ) were $0.31, below expectations of $0.34. Continue reading
Watch: GOP Rep. Declares SPLC "Absolutely" Culpable In Charlie Kirk Assassination Authored by Steve Watson via modernity.news , Rep. Andy Ogles was adamant when asked if the Southern Poverty Law Center bears responsibility for the assassination of Charlie Kirk. The Tennessee Republican connected the dots between the SPLC’s long-running smear campaign against conservatives and the fresh Trump DOJ i...
Watch: GOP Rep. Declares SPLC "Absolutely" Culpable In Charlie Kirk Assassination Authored by Steve Watson via modernity.news , Rep. Andy Ogles was adamant when asked if the Southern Poverty Law Center bears responsibility for the assassination of Charlie Kirk. The Tennessee Republican connected the dots between the SPLC’s long-running smear campaign against conservatives and the fresh Trump DOJ indictment exposing the group’s fraudulent operation funding the very extremists it claimed to oppose. In a bombshell interview on The Benny Show , Ogles laid out the case plainly, tying the SPLC’s “heat map” of supposed hate groups directly to the violence that claimed Kirk’s life. The timing couldn’t be more damning: just one day after the DOJ dropped its 11-count indictment against the SPLC for wire fraud, bank fraud, and money laundering tied to over $3 million in donor funds secretly funneled to KKK leaders, National Socialist Movement members, and other violent extremists. Congressman Says SPLC Is ‘Absolutely’ Culpable in the Assassination of Charlie Kirk The SPLC's disgusting "Hate Map" didn't just smear conservatives like Charlie as racists and Nazis — it incited violence against them. I asked Rep. Andy Ogles if he believes the SPLC bears… pic.twitter.com/fVFqX3meFd — Benny Johnson (@bennyjohnson) April 22, 2026 As we highlighted, the Trump DOJ’s action exposed the SPLC’s decade-long scheme. The group raised millions by promising donors it would dismantle racist hate groups—then turned around and paid their leaders to stage activities the SPLC could report on, all while branding mainstream conservatives as the real threat. Acting Attorney General Todd Blanche put it bluntly: “The SPLC is manufacturing racism to justify its existence.” Ogles made the direct link to Kirk’s murder crystal clear. “Absolutely, if you and I did that, they would be coming after us. They threw everything at us that they could… just follow the facts… If the right was doing this to the left, I...
(RTTNews) - Porsche AG (P911.DE) Friday said it has agreed to sell its stakes in Bugatti Rimac and Rimac Group to an international consortium led by HOF Capital, marking a strategic shift toward its core business.
(RTTNews) - Porsche AG (P911.DE) Friday said it has agreed to sell its stakes in Bugatti Rimac and Rimac Group to an international consortium led by HOF Capital, marking a strategic shift toward its core business.