JHVEPhoto/iStock Editorial via Getty Images Qualcomm ( QCOM ) shares fell ~7.51% to ~$232.16 in premarket trading on Monday, but at the COMPUTEX 2026 event in Taipei, CEO Cristiano Amon focused investors on a much bigger opportunity: the coming explosion in AI inference demand. Amon said AI token generation could jump from ~31.7B tokens every 10 seconds today to 1.27T tokens every 10 seconds by 20...
JHVEPhoto/iStock Editorial via Getty Images Qualcomm ( QCOM ) shares fell ~7.51% to ~$232.16 in premarket trading on Monday, but at the COMPUTEX 2026 event in Taipei, CEO Cristiano Amon focused investors on a much bigger opportunity: the coming explosion in AI inference demand. Amon said AI token generation could jump from ~31.7B tokens every 10 seconds today to 1.27T tokens every 10 seconds by 2030, a nearly 40x increase. With AI agents expected to run across roughly 6B smartphones, 2B PCs, 1B connected cars, robots, wearables, and industrial devices, Qualcomm argues that sending every AI request to the cloud will become too expensive and too slow. That message was reinforced by the company's product announcements . Alongside its AI outlook, the company introduced the Dragonwing IQ10 Robotics Reference Design (RRD), a deployment-ready platform designed to bring AI processing closer to where data is generated. The system delivers up to 700 TOPS of AI performance and supports advanced robotics applications, including industrial robots, autonomous mobile robots, and humanoids. At the same time, Qualcomm unveiled Dragonfly , its new data center product brand. Management said it is already working with hyperscalers and global partners, with additional details expected at Investor Day on June 24, reported Inside . Together, the announcements highlight the company's strategy to build AI infrastructure across the entire stack—from edge devices and robots to data centers. As Amon described 2026 as the "year of agents," Qualcomm is positioning itself to benefit from a future where AI workloads are distributed across billions of connected devices rather than relying solely on centralized cloud computing. Qualcomm's AI and edge-computing push could also draw attention to peers including Broadcom ( AVGO ), NVIDIA ( NVDA ), Advanced Micro Devices ( AMD ), Intel ( INTC ), and Marvell Technology ( MRVL ). More on Qualcomm Qualcomm Is Not The Next Micron QUALCOMM Incorporated (QCOM...
JHVEPhoto/iStock Editorial via Getty Images Qualcomm ( QCOM ) shares fell ~7.51% to ~$232.16 in premarket trading on Monday, but at the COMPUTEX 2026 event in Taipei, CEO Cristiano Amon focused investors on a much bigger opportunity: the coming explosion in AI inference demand. Amon said AI token generation could jump from ~31.7B tokens every 10 seconds today to 1.27T tokens every 10 seconds by 20...
JHVEPhoto/iStock Editorial via Getty Images Qualcomm ( QCOM ) shares fell ~7.51% to ~$232.16 in premarket trading on Monday, but at the COMPUTEX 2026 event in Taipei, CEO Cristiano Amon focused investors on a much bigger opportunity: the coming explosion in AI inference demand. Amon said AI token generation could jump from ~31.7B tokens every 10 seconds today to 1.27T tokens every 10 seconds by 2030, a nearly 40x increase. With AI agents expected to run across roughly 6B smartphones, 2B PCs, 1B connected cars, robots, wearables, and industrial devices, Qualcomm argues that sending every AI request to the cloud will become too expensive and too slow. That message was reinforced by the company's product announcements . Alongside its AI outlook, the company introduced the Dragonwing IQ10 Robotics Reference Design (RRD), a deployment-ready platform designed to bring AI processing closer to where data is generated. The system delivers up to 700 TOPS of AI performance and supports advanced robotics applications, including industrial robots, autonomous mobile robots, and humanoids. At the same time, Qualcomm unveiled Dragonfly , its new data center product brand. Management said it is already working with hyperscalers and global partners, with additional details expected at Investor Day on June 24, reported Inside . Together, the announcements highlight the company's strategy to build AI infrastructure across the entire stack—from edge devices and robots to data centers. As Amon described 2026 as the "year of agents," Qualcomm is positioning itself to benefit from a future where AI workloads are distributed across billions of connected devices rather than relying solely on centralized cloud computing. Qualcomm's AI and edge-computing push could also draw attention to peers including Broadcom ( AVGO ), NVIDIA ( NVDA ), Advanced Micro Devices ( AMD ), Intel ( INTC ), and Marvell Technology ( MRVL ). More on Qualcomm Qualcomm Is Not The Next Micron QUALCOMM Incorporated (QCOM...
Optimum ( OPTU ) surged over 80% on Monday after the company announced a series of transactions as part of its efforts to reposition capital structure and position it for anticipated discussions with an investor group holding funded debt obligations of its wholly owned indirect subsidiary, CSC Holdings. Optimum formed a new unrestricted subsidiary to hold the Optimum East Cable business and Optimu...
Optimum ( OPTU ) surged over 80% on Monday after the company announced a series of transactions as part of its efforts to reposition capital structure and position it for anticipated discussions with an investor group holding funded debt obligations of its wholly owned indirect subsidiary, CSC Holdings. Optimum formed a new unrestricted subsidiary to hold the Optimum East Cable business and Optimum’s 50.01% stake in Lightpath. It has also implemented internal reorganization to make the new holdco group financially and operationally independent of its parent, CSC Holdings. The company said the new unrestricted holdco raised $500 million of capital by privately placing $300 million of preferred units with leading third-party institutional investors and exchanging $200 million of preferred units for Optimum common stock held by Optimum’s controlling stockholder, Next Alt S.à r.l., at $2.50 per share. The new unrestricted holdco concurrently commenced cash tender offer for up to $300 million of Optimum common stock held by its public stockholders at $2.50 per share. CSC on Monday said it has launched a tender offer to purchase up to 120M shares of Optimum’s Class A Common Stock, par value $0.01 per share. The company said it has carefully considered its alternatives and has determined that the best path is to pursue a consensual comprehensive restructuring of the CSC Holdings debt through a negotiation with the Co-Op Group. "The Company believes that the measures announced today will increase the likelihood that the Company will be able to reach a consensual comprehensive deal with the Co-Op Group and will also mitigate the potential adverse impact that failing to achieve such a resolution could otherwise have on the Company’s assets and business operations and the value recoverable by its creditors and stockholders," it said. Earlier in the month, Citi Research raised alarm on Optimum Communication as its debt risks escalated, with the brokerage saying that it expects ...
Treasuries sank on signs of a roadblock in peace negotiations between the US and Iran, fueling concern that higher energy costs will stoke inflation and push the Federal Reserve to raise interest rates. The selloff on Monday sent yields in the $31 trillion US Treasuries market higher, with those on 10-year securities up about six basis points to nearly 4.5% as crude oil jumped more than 5%. Two-ye...
Treasuries sank on signs of a roadblock in peace negotiations between the US and Iran, fueling concern that higher energy costs will stoke inflation and push the Federal Reserve to raise interest rates. The selloff on Monday sent yields in the $31 trillion US Treasuries market higher, with those on 10-year securities up about six basis points to nearly 4.5% as crude oil jumped more than 5%. Two-year yields, which are most sensitive to Fed policy expectations, rose about six basis points to 4.07% after Iran’s semi-official Tasnim news agency reported that Tehran would suspend message exchanges with Washington in protest over Israel’s actions. Traders boosted their expectations that the Fed’s next move on interest rates will be a hike. Interest-rate swaps showed that traders have fully priced in a hike by March 2027 and see a 50% chance of a move as early as October. Treasuries have rallied in recent weeks as optimism grew that the US and Iran were making progress toward a deal that would lead to the reopening of the Strait of Hormuz, a critical chokepoint for global energy flows. The latest report, however, casts doubt on that outlook, raising the prospect that oil prices could remain higher for longer and add further inflationary pressure. “The market has been very optimistic in its assessment over the past week that the US-Iran agreement is a done deal,” said Gennadiy Goldberg , head of US rates strategy at TD Securities. “This leaves markets highly sensitive to any negative news, particularly today’s headlines that Iran has stopped talking to the US.”
NusaTrip ( NUTR ) received a Nasdaq delinquency notice for failing to timely file its FY2025 and Q1 2026 reports. NusaTrip has until July 27, 2026 to submit a compliance plan to Nasdaq. If Nasdaq accepts the plan, the company could receive an extension until October 12, 2026 to regain compliance. The company stated it is working to file the overdue reports within the 60-day period, potentially avo...
NusaTrip ( NUTR ) received a Nasdaq delinquency notice for failing to timely file its FY2025 and Q1 2026 reports. NusaTrip has until July 27, 2026 to submit a compliance plan to Nasdaq. If Nasdaq accepts the plan, the company could receive an extension until October 12, 2026 to regain compliance. The company stated it is working to file the overdue reports within the 60-day period, potentially avoiding the need for a formal compliance plan. More on NusaTrip Incorporated Financial information for NusaTrip Incorporated
SAND555/iStock via Getty Images Trilogy Metals ( TMQ ) said Monday that the U.S. government extended the closing date by two months to July 31 for a planned $35.6M strategic equity investment from the Department of War to allow more time to finalize documentation. The company, which is focused on advancing large copper-rich deposits in Alaska, said the additional time allows it and the U.S. govern...
SAND555/iStock via Getty Images Trilogy Metals ( TMQ ) said Monday that the U.S. government extended the closing date by two months to July 31 for a planned $35.6M strategic equity investment from the Department of War to allow more time to finalize documentation. The company, which is focused on advancing large copper-rich deposits in Alaska, said the additional time allows it and the U.S. government to complete the definitive agreements for the planned investment. The investment comes under Title III of the Defense Production Act to support development of Trilogy's ( TMQ ) Arctic copper project in Alaska's Ambler Mining District, which contains one of North America's highest-grade undeveloped copper-zinc-lead-gold-silver deposits. Trilogy Metals ( TMQ ) and Ambler Metals, the company's 50-50 joint venture with South32 ( SOUHY ), said they are continuing discussions toward a framework agreement that would govern the financing and construction of the Ambler Access Project , the proposed 211-mile, industrial-use road from the Ambler Mining District to the Dalton Highway . More on Trilogy Metals Trilogy Metals: A Speculative Medium-Risk/High-Reward Play That Is A Proxy Bet On Executive Power Trilogy Metals: Solid Macro Tailwinds But Wait For Execution Financial information for Trilogy Metals
Key Events This Week: Jobs Report, JOLTS, ADP, ISMs And Fed Speakers The key event for markets outside of Iran (which is once again front and center following news that Iran is halting all exchange of messages with the US in protest of Israeli crimes in Lebanon) will be Friday’s US May employment report. Economists forecast a notable moderation in payroll growth compared with the relatively strong...
Key Events This Week: Jobs Report, JOLTS, ADP, ISMs And Fed Speakers The key event for markets outside of Iran (which is once again front and center following news that Iran is halting all exchange of messages with the US in protest of Israeli crimes in Lebanon) will be Friday’s US May employment report. Economists forecast a notable moderation in payroll growth compared with the relatively strong pace seen earlier in the spring. Headline nonfarm payrolls are expected to rise by around consensus 89k, down from 115k in April, while private payrolls are forecast at roughly 89k after 123k previously. This slowing partly reflects expectations that hiring in sectors that have been particularly strong in recent months – notably transportation and warehousing, as well as retail trade – begins to cool. Unemployment is expected to remain steady at 4.3% (consensus also 4.3%). Ahead of Friday’s jobs report, the rest of the US labor market data flow should reinforce the Federal Reserve’s growing confidence that labor market conditions are stabilizing. Tomorrow, the April JOLTS report will shed light on the gross hiring and separation flows that underpinned last month’s solid net job gains. On Wednesday, the ADP private payrolls report is forecast to show a gain of around 118k, up from 109k previously, consistent with the strength seen in ADP’s high-frequency indicators. On Thursday, weekly initial jobless claims are expected to remain relatively low, although there is scope for a temporary uptick to around 220k, partly reflecting seasonal distortions associated with the Memorial Day holiday period. Beyond the labor market, the focus will also be on whether recent resilience in US economic activity is sustained. Today, the May manufacturing ISM survey is forecast to rise to around 53.0 from 52.7 in April, supported by encouraging signals from regional Fed surveys. Later in the week, Thursday’s services ISM is expected to edge higher to roughly 53.9 from 53.6. That said, the back...
French Ambassador for International Investments and President of C4 Industries Pascal Cagni joins Bloomberg's Matt Miller on "Bloomberg Brief" to discuss foreign investments in France as French President Emmanuel Macron announced €93 billion ($108 billion) investment pledges at the "Choose France" summit. (Source: Bloomberg)
French Ambassador for International Investments and President of C4 Industries Pascal Cagni joins Bloomberg's Matt Miller on "Bloomberg Brief" to discuss foreign investments in France as French President Emmanuel Macron announced €93 billion ($108 billion) investment pledges at the "Choose France" summit. (Source: Bloomberg)
Fund managers are snapping up beaten-down European software stocks as fears of disruption from artificial intelligence fade. SAP SE rose as much as 8.8% on Monday, its best day in more than a year, after Nvidia Corp. CEO Jensen Huang pushed back on concerns that AI could upend the software industry. A UBS Group AG basket of European software stocks rose almost 5%. Back in February, software stocks...
Fund managers are snapping up beaten-down European software stocks as fears of disruption from artificial intelligence fade. SAP SE rose as much as 8.8% on Monday, its best day in more than a year, after Nvidia Corp. CEO Jensen Huang pushed back on concerns that AI could upend the software industry. A UBS Group AG basket of European software stocks rose almost 5%. Back in February, software stocks took a beating when Anthropic PBC unveiled a series of new AI products that stoked fears enterprise software could become obsolete. Some investors say those concerns have failed to show up in earnings, while European software firms’ price-to-earnings multiples have fallen about 20% since the start of the year. “Across many of these businesses, we continue to see very stable customer behavior and strong cashflow generation,” said Leonardo De Fezza , a fund manager at Divas Asset Management AG, who invested in shares of Wolters Kluwer NV in recent weeks. The threat of AI disruption for the sector is less severe than it looked at the start of the year, he said. Gilles Guibout , head of European equities at BNP Paribas AM, has been looking at Capgemini SE, SAP SE, Dassault Systèmes SE, Nemetschek SE, as well as Publicis Groupe SA and RELX Plc. “The segment more broadly has become the new value play at a time when long-term interest rates continue to rise,” he said. At the same time, retail investors remain on the sidelines even as earnings in the sector hold up well, said Emmanuel Cau , head of European equity strategy at Barclays Plc. “Generalists have not yet returned — they fear getting ‘saloon-doored’ into value traps,” he said.
ERock has launched the roadshow for its initial public offering of 27.9M Class A common shares. The expected IPO price range is $20.00 to $23.00 per share. The company plans to grant underwriters a 30-day option to purchase up to 4.19M additional shares to cover over-allotments. ERock intends to list its Class A common stock on the NYSE under the ticker symbol “EROC.” ERock is a provider of large-...
ERock has launched the roadshow for its initial public offering of 27.9M Class A common shares. The expected IPO price range is $20.00 to $23.00 per share. The company plans to grant underwriters a 30-day option to purchase up to 4.19M additional shares to cover over-allotments. ERock intends to list its Class A common stock on the NYSE under the ticker symbol “EROC.” ERock is a provider of large-scale onsite power solutions and positions itself as a leader in reliable power infrastructure services. More on ERock, Inc. ERock Targets IPO On Strong Revenue And Backlog Growth Financial information for ERock, Inc.
RCI Hospitality ( NASDAQ: RICK ) announced on Monday that it was notified by Nasdaq on May 20 for no longer meeting the exchange's periodic filing requirement under Listing Rule 5250(c)(1). Nasdaq informed RCI on May 29 that it had regained compliance and closed the matter after the company filed its fiscal Q2 2026 Form 10-Q on May 28. Shares -2.29%. More on RCI Hospitality RCI Hospitality Holding...
RCI Hospitality ( NASDAQ: RICK ) announced on Monday that it was notified by Nasdaq on May 20 for no longer meeting the exchange's periodic filing requirement under Listing Rule 5250(c)(1). Nasdaq informed RCI on May 29 that it had regained compliance and closed the matter after the company filed its fiscal Q2 2026 Form 10-Q on May 28. Shares -2.29%. More on RCI Hospitality RCI Hospitality Holdings, Inc. 2026 Q1 - Results - Earnings Call Presentation RCI Hospitality Holdings, Inc. (RICK) Q1 2026 Earnings Call Transcript RCI Hospitality: A Long Overdue Downgrade As Traffic Declines RCI Hospitality gets Nasdaq non-compliance notice over missing 10-Q filing RCI Hospitality regains Nasdaq filing compliance, delays second-quarter 10-Q
Nvidia (NVDA) debuted its RTX Spark and N1X chips at Computex Taipei 2026 over the weekend. Morning Brief Host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Barron's Investor Circle Newsletter editor Josh Schafer dive into the details and examine the new businesses that the chipmaker is trying to get into with its latest products.
Nvidia (NVDA) debuted its RTX Spark and N1X chips at Computex Taipei 2026 over the weekend. Morning Brief Host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Barron's Investor Circle Newsletter editor Josh Schafer dive into the details and examine the new businesses that the chipmaker is trying to get into with its latest products.
QTREX Quantum ( Nasdaq: QTEX ) on Monday said that it has received a purchase order from a U.S.-based Fortune 500 company for an additively manufactured electronics 'AME' system and related materials. The company said the customer is headquartered in the United States, and the AME system will be delivered to one of the customer's sites outside the country. QTREX said the order expands its commerci...
QTREX Quantum ( Nasdaq: QTEX ) on Monday said that it has received a purchase order from a U.S.-based Fortune 500 company for an additively manufactured electronics 'AME' system and related materials. The company said the customer is headquartered in the United States, and the AME system will be delivered to one of the customer's sites outside the country. QTREX said the order expands its commercial AME customer base and is expected to contribute to upcoming financial results. The company did not disclose the value of the order or identify the customer. Source: Press Release More on Inspira Technologies Oxy B.H.N. Inspira Technologies terminates ATM, SEPA equity facilities Inspira Technologies Oxy B.H.N. reports FY results Seeking Alpha’s Quant Rating on Inspira Technologies Oxy B.H.N. Historical earnings data for Inspira Technologies Oxy B.H.N. Financial information for Inspira Technologies Oxy B.H.N.