Key Points Nvidia stock has rocketed higher over the past few years, but it fell after the recent earnings report. The AI giant had a fantastic quarter, reporting an 85% increase in sales. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) delivered yet another showstopping earnings report last week, beating estimates, reaching records, and forecasting more impressive growth ahead. This ...
Key Points Nvidia stock has rocketed higher over the past few years, but it fell after the recent earnings report. The AI giant had a fantastic quarter, reporting an 85% increase in sales. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) delivered yet another showstopping earnings report last week, beating estimates, reaching records, and forecasting more impressive growth ahead. This is as the artificial intelligence (AI) boom marches on, and as tech giants and AI customers of all sizes rush to get in on Nvidia's top graphics processing units (GPUs) to power their projects. Yet, all of this good news wasn't enough to push Nvidia stock higher. In fact, in the two trading sessions following the report, the stock actually fell a total of 3.6%. Of course, this isn't a huge drop, but it doesn't reflect a huge sign of confidence in Nvidia either. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Nvidia's latest update should have wowed investors, propelling the stock into a fresh new cycle of gains. But it didn't. Here's what I think is going on with the shares after the AI giant's blowout earnings report. Nvidia's AI empire First, let's start out with a bit of background on the Nvidia story so far and a summary of the latest quarter. Nvidia has built an AI empire, including its star product -- the GPU -- as well as a full portfolio of related products and services. The idea is that a cloud service provider like Amazon and its customers or big tech players such as Meta Platforms may turn to Nvidia for all of their AI needs. Nvidia also has built out platforms to serve specific industries and specialties, such as robotics -- and these may be key growth drivers in the future stages of the AI story. This strategy has resulted in explosive revenue growth for Nvidia, and at high levels of profitab...
Nvidia (NASDAQ: NVDA) delivered yet another showstopping earnings report last week, beating estimates, reaching records, and forecasting more impressive growth ahead. This is as the artificial intelligence (AI) boom marches on, and as tech giants and AI customers of all sizes rush to get in on Nvidia's top graphics processing units (GPUs) to power their projects. Yet, all of this good news wasn't ...
Nvidia (NASDAQ: NVDA) delivered yet another showstopping earnings report last week, beating estimates, reaching records, and forecasting more impressive growth ahead. This is as the artificial intelligence (AI) boom marches on, and as tech giants and AI customers of all sizes rush to get in on Nvidia's top graphics processing units (GPUs) to power their projects. Yet, all of this good news wasn't enough to push Nvidia stock higher. In fact, in the two trading sessions following the report, the stock actually fell a total of 3.6%. Of course, this isn't a huge drop, but it doesn't reflect a huge sign of confidence in Nvidia either. Will AI create the world's first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need. Continue » Nvidia's latest update should have wowed investors, propelling the stock into a fresh new cycle of gains. But it didn't. Here's what I think is going on with the shares after the AI giant's blowout earnings report. Image source: Getty Images. Nvidia's AI empire First, let's start out with a bit of background on the Nvidia story so far and a summary of the latest quarter. Nvidia has built an AI empire, including its star product -- the GPU -- as well as a full portfolio of related products and services. The idea is that a cloud service provider like Amazon and its customers or big tech players such as Meta Platforms may turn to Nvidia for all of their AI needs. Nvidia also has built out platforms to serve specific industries and specialties, such as robotics -- and these may be key growth drivers in the future stages of the AI story. This strategy has resulted in explosive revenue growth for Nvidia, and at high levels of profitability on sales. The company has surpassed analysts' expectations quarter after quarter -- including the latest period -- and this has led to solid stock performance over time too. For example, the stock ha...
For Immediate Release Chicago, IL – May 26, 2026 – Stocks in this week’s article are Micron Technology, Inc. MU, Murphy USA Inc. MUSA and Vertiv Holdings Co VRT. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside Investors seeking exceptional returns should focus on Wall Street’s strongest momentum names. To identify stocks with continued upside potential, they can follow Richard Driehaus’...
For Immediate Release Chicago, IL – May 26, 2026 – Stocks in this week’s article are Micron Technology, Inc. MU, Murphy USA Inc. MUSA and Vertiv Holdings Co VRT. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside Investors seeking exceptional returns should focus on Wall Street’s strongest momentum names. To identify stocks with continued upside potential, they can follow Richard Driehaus’s celebrated “buy high and sell higher” strategy, which earned him a place on Barron’s All-Century Team. By applying the Driehaus strategy, Micron Technology, Inc., Murphy USA Inc. and Vertiv Holdings Co have emerged as strong momentum plays and attractive buying opportunities. A Deep Dive Into Richard Driehaus’s Winning Investment Strategy Regarding the strategy, Driehaus once said: “I would much rather invest in a stock that’s increasing in price and take the risk that it may begin to decline than invest in a stock that’s already in decline and try to guess when it will turn around.” In line with this insight, the American Association of Individual Investors (“AAII”) considered the 50-day moving average as one of the key criteria when creating a portfolio in line with Driehaus’ philosophy. It is calculated by dividing the numerator (month-end price minus 50-day moving average of month-end price) by the 50-day moving average of the month-end price. Another momentum indicator — positive relative strength — has also been included in this strategy. A positive percentage 50-day moving average indicates that the stock is trading at a price higher than its 50-day moving average level, indicating an uptrend. Moreover, AAII found that Driehaus primarily focuses on strong earnings growth rates and impressive earnings projections to pick potential outperformers. Companies with a strong history of beating estimates are also given importance in this strategy, which was made to provide better returns over the long term. You can see the complete list of today’s Zacks #1 Rank stocks here...
undefined The United Arab Emirates, Australia and Vietnam are the three most attractive markets in Asia-Pacific and the Middle East for overseas expansion, while the Chinese mainland offers long-term potential despite a complex regulatory and operational landscape, according to a new report by Vistra and Euromonitor International. The findings provide a guide for companies seeking growth in a regi...
undefined The United Arab Emirates, Australia and Vietnam are the three most attractive markets in Asia-Pacific and the Middle East for overseas expansion, while the Chinese mainland offers long-term potential despite a complex regulatory and operational landscape, according to a new report by Vistra and Euromonitor International. The findings provide a guide for companies seeking growth in a region that remains a major engine of the global economy but can present complex regulatory, tax and labor hurdles.
Elbit Systems press release ( ESLT ): Q1 Non-GAAP EPS of $3.87 beats by $0.54 . Revenue of $2.19B (+15.3% Y/Y) beats by $50M . The Company's order backlog as of March 31, 2026 totaled $30.2 billion. Cash flow provided by operating activities in the first quarter of 2026 was $281.0 million, as compared to cash flow provided by operating activities of $183.6 million in the first quarter of 2025. Mor...
Elbit Systems press release ( ESLT ): Q1 Non-GAAP EPS of $3.87 beats by $0.54 . Revenue of $2.19B (+15.3% Y/Y) beats by $50M . The Company's order backlog as of March 31, 2026 totaled $30.2 billion. Cash flow provided by operating activities in the first quarter of 2026 was $281.0 million, as compared to cash flow provided by operating activities of $183.6 million in the first quarter of 2025. More on Elbit Systems Elbit Systems: War Premium Builds, But Capacity Caps The Upside Elbit Systems Execution Remains Strong But Expectations Run High Elbit Systems Ltd. (ESLT) Q4 2025 Earnings Call Transcript Biggest stock movers Tuesday: Space stocks and more Elbit Systems secures $1.4B European contract for military modernization
Benito Juncal/iStock Editorial via Getty Images My position in Repsol ( REPYY ) has outperformed over the past year or so; however, given the trends in energy, this is neither surprising nor something that should guide investments in the stock at this time. While Repsol is a company that is ripe for selling off (and I sold most of my stake not that long ago), it's more a product of its environment...
Benito Juncal/iStock Editorial via Getty Images My position in Repsol ( REPYY ) has outperformed over the past year or so; however, given the trends in energy, this is neither surprising nor something that should guide investments in the stock at this time. While Repsol is a company that is ripe for selling off (and I sold most of my stake not that long ago), it's more a product of its environment than a product of its operational results. Correlation to the broader energy sector is something that continues to dictate the development of these stocks. Repsol is no different. When I invested in the company, this was one of the least qualitative and interesting energy majors in Europe, to most. Its yield wasn't the highest, and its growth was volatile. However, since my latest rating of "BUY" the company has outperformed by more than 70% relative to the market average, as you can see below. Seeking Alpha Repsol RoR For Repsol to remain attractive at this valuation, the company would have to either significantly grow earnings above that of the market expectations or the sector average, or we'd need to rebase the company's valuation at a higher level - meaning a higher overall P/E multiple. So, my main objective in this article is to determine whether this is in any way justified. This involves weighting risks against upside - the excellent shareholder returns (which are no doubt part of the reason why the company is up so much as well - the company has been massively buying back shares), its good assets, its improved balance sheet with very low leverage, and one of the better ESG profiles of any of the European energy majors - with attractive exposure to the South American market as well, which seems typical for a company such as this. These upsides are hard to beat, but we'll see in this article why the scenario may not be as simple as initially considered. Repsol - Looking at Recent Results to Determine the Forward Appeal 1Q26 is the latest set of results we have to l...
Getty Images Investment Thesis Tesla ( TSLA ) is one of those companies where I think the conventional tools of valuation have not worked for a long time. Investors who have tried to short Tesla on fundamentals during the Model 3 ramp, the 2022 drawdown, or the back half of 2024 all lost money for years before the trade eventually worked, and even then the recovery came back faster than the drawdo...
Getty Images Investment Thesis Tesla ( TSLA ) is one of those companies where I think the conventional tools of valuation have not worked for a long time. Investors who have tried to short Tesla on fundamentals during the Model 3 ramp, the 2022 drawdown, or the back half of 2024 all lost money for years before the trade eventually worked, and even then the recovery came back faster than the drawdown. The price has not reflected the business for a long time, but it has actively shaped what the business became. A premium multiple gave Tesla cheap capital during the Model 3 ramp, bought management time during years when most automakers would have been punished for similar losses, and turned every product unveil into incremental access to capital regardless of whether the unveil produced near-term revenue. From this I have begun to view Tesla through George Soros's idea of reflexivity, where the stock price does not just reflect the company but actively determines what the company becomes. Twelve operational milestones underwrite the 2025 CEO compensation award; Tesla classifies exactly one as "probable" while the other eleven sit at "not probable." The unrecognized stock-based compensation tied to those eleven milestones lands between $105.82 billion and $120.37 billion, and covers every robotaxi, Optimus, FSD subscription, and adjusted EBITDA target the current share price is implicitly relying on. Tesla's own accounting team, under audit and exposed to securities law disclosure liability, is telling investors that the milestones holding up the equity story are not currently more likely than not to be achieved, while the market has priced them as something closer to a base case. My view here is not that Tesla becomes a bad business or that any of the new ventures fail. It is that the conditions that have sustained the loop for the past decade have quietly weakened, and the loop is starting to reverse in ways the market has not caught up to. Who Owns This Stock And Why...
Getty Images Investment Thesis Tesla ( TSLA ) is one of those companies where I think the conventional tools of valuation have not worked for a long time. Investors who have tried to short Tesla on fundamentals during the Model 3 ramp, the 2022 drawdown, or the back half of 2024 all lost money for years before the trade eventually worked, and even then the recovery came back faster than the drawdo...
Getty Images Investment Thesis Tesla ( TSLA ) is one of those companies where I think the conventional tools of valuation have not worked for a long time. Investors who have tried to short Tesla on fundamentals during the Model 3 ramp, the 2022 drawdown, or the back half of 2024 all lost money for years before the trade eventually worked, and even then the recovery came back faster than the drawdown. The price has not reflected the business for a long time, but it has actively shaped what the business became. A premium multiple gave Tesla cheap capital during the Model 3 ramp, bought management time during years when most automakers would have been punished for similar losses, and turned every product unveil into incremental access to capital regardless of whether the unveil produced near-term revenue. From this I have begun to view Tesla through George Soros's idea of reflexivity, where the stock price does not just reflect the company but actively determines what the company becomes. Twelve operational milestones underwrite the 2025 CEO compensation award; Tesla classifies exactly one as "probable" while the other eleven sit at "not probable." The unrecognized stock-based compensation tied to those eleven milestones lands between $105.82 billion and $120.37 billion, and covers every robotaxi, Optimus, FSD subscription, and adjusted EBITDA target the current share price is implicitly relying on. Tesla's own accounting team, under audit and exposed to securities law disclosure liability, is telling investors that the milestones holding up the equity story are not currently more likely than not to be achieved, while the market has priced them as something closer to a base case. My view here is not that Tesla becomes a bad business or that any of the new ventures fail. It is that the conditions that have sustained the loop for the past decade have quietly weakened, and the loop is starting to reverse in ways the market has not caught up to. Who Owns This Stock And Why...
Key Points Sandisk stock has returned more than 4,000% since it went public in early 2025. It is up a ridiculous 520% year to date. How is Sandisk stock still reasonably valued after this run? 10 stocks we like better than Sandisk › The meteoric rise of Sandisk (NASDAQ: SNDK) stock almost seems unbelievable. If you had bought in at the initial public offering (IPO) in February 2025 at about $36 pe...
Key Points Sandisk stock has returned more than 4,000% since it went public in early 2025. It is up a ridiculous 520% year to date. How is Sandisk stock still reasonably valued after this run? 10 stocks we like better than Sandisk › The meteoric rise of Sandisk (NASDAQ: SNDK) stock almost seems unbelievable. If you had bought in at the initial public offering (IPO) in February 2025 at about $36 per share, you would have seen the shares skyrocket almost 4,100% to their current price of about $1,480. This year alone, Sandisk stock has risen roughly 520% as of May 22. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » So, if you had bought 100 shares at the IPO, that $3,600 investment would be worth more than $148,000 right now. Sandisk is in the middle of the memory chip supercycle as a leading manufacturer of NAND drives and solid-state drives for data centers, artificial intelligence (AI) computing, mobile phones, video game consoles, and other applications. It is capitalizing on the next wave of AI. As hyperscalers are building out their infrastructure to handle the huge need for AI computing, they now require capacity for memory and storage. But the thing is, the supply of memory and storage chips can't keep up with the demand. Sandisk has already sold out its NAND flash drives for 2026 and is rapidly booking backlog for 2027 and beyond. This has created incredible pricing power for Sandisk and has caused its stock price to go through the roof. The recent fiscal third quarter, which ended April 3, marked a continuation of the incredible growth that Sandisk has experienced. Its revenue rose 97% from the previous quarter to $5.9 billion -- that's 97% just from Q2. Year-over-year revenue spiked 251%. Net income increased 350% from the previous quarter to $3.6 billion, or $23.03 per share. This has lif...
In this article US30Y US2Y US10Y @TY.1 @TU.1 @US.1 Follow your favorite stocks CREATE FREE ACCOUNT Treasury yields fell on Tuesday as bond markets returned from a Memorial Day break to bolstered hopes of a Middle East peace deal, even as the U.S. military conducted fresh strikes on Iran. The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — fell more than ...
In this article US30Y US2Y US10Y @TY.1 @TU.1 @US.1 Follow your favorite stocks CREATE FREE ACCOUNT Treasury yields fell on Tuesday as bond markets returned from a Memorial Day break to bolstered hopes of a Middle East peace deal, even as the U.S. military conducted fresh strikes on Iran. The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — fell more than 6 basis points to 4.510%. The 2-year Treasury note yield, which more closely tracks short-term Federal Reserve interest rate policy, fell more than 6 basis points to 4.066%. The longer-dated 30-year Treasury bond yield fell more than 5 basis points to 5.028%. One basis point is equal to 0.01%, and yields and prices move in opposite directions. Yields fell across the board, catching up with large declines seen in European sovereign yields on Monday. However, European bonds gave some gains on Tuesday as investors mull mixed signals around the status of U.S.-Iran peace talks. U.S. forces carried out what Central Command described as "self defense" strikes in southern Iran early Tuesday. Secretary of State Marco Rubio, who is in India, said that the Strait of Hormuz will ultimately have to be opened "one way or the other." Iran's Islamic Revolutionary Guard Corps on Tuesday said it would retaliate against violations of the ongoing ceasefire after it identified and engaged U.S. drones and an F-35 jet fighter that entered the country's airspace. The apparent flare-up in hostilities came despite President Donald Trump earlier indicating in a TruthSocial post that a peace agreement could be in sight, with negotiations "proceeding nicely." Looking ahead, investors will be monitoring a slew of economic data released later this week, including April's personal consumption expenditures (PCE) Price Index readings, the Fed's preferred measure of assessing inflation. Bank of America forecasts a 0.4% increase from March, and a 3.8% increase in headline PCE year-on-year. — CNBC's Lim Hui Ji...