mustafaU/iStock via Getty Images Introduction Welcome to the SA’s The Macro Brief! This official SA Profile will highlight our analysts' latest economic and market analysis to help investors gauge the ever-volatile financial landscape through various recurring series. The economy is the foundation of financial markets, influencing everything from corporate earnings and consumer spending to central bank policy and inflation. Understanding economic trends, policy decisions, and sector activity can be critical when assessing market opportunities and making informed investment decisions. Check out these must-reads from May’s second half… Trending Themes The Danger Zone This Might Be The Most Dangerous Market I've Seen In Years | Samuel Smith | 05/20/26 “There are five simultaneous major headwinds that tilt the risk-reward unfavorably for deploying capital into the market right now. The first big risk is that the market is very richly priced at the moment, with numerous valuation models , including the Buffett indicator, the price-earnings model, the price-to-sales model, the interest rate model, and the mean reversion model, all pointing to an overvalued market.” The Stock Market May Be About To Break | Mott Capital Management | 05/31/26 “The S&P 500 Dispersion Index at 42 has only been higher during periods of market turmoil, namely COVID in March 2020 and the Tariff Tantrum in April 2025. However, the reason for today's high dispersion is not a crisis or market event; it appears to be merely that one group of stocks is moving violently, overwhelming the index.” The 1999 Parallel I Am Having A 1999 Deja Vu | Lawrence Fuller | 05/27/26 “Current market conditions evoke late-1990s-style speculation, with extreme valuations and AI-driven euphoria reminiscent of the dot-com bubble. Space-related stocks like Rocket Lab and AST SpaceMobile trade at unsustainable 75–100x sales multiples despite no near-term profit outlook. I am gradually reducing risk exposure as excessive val...

TELUS' #StandWithOwners contest is returning for its seventh consecutive year to boost Canadian small businesses. Passionately committed to supporting business owners across Canada, TELUS has invested close to $7 million since 2020 to #StandWithOwners, providing funding, technology, and exposure to help small businesses thrive in a digital world.

Liv 2.0 is the next generation of Thermacell’s Wi-Fi-connected mosquito protection system. | Image: Thermacell Thermacell has launched Liv 2.0 , the next generation of its Wi-Fi-connected smart mosquito protection system . It features new hardware and can cover a larger area, and Thermacell says its formula can now deter no-see-ums. But it's also more expensive and requires professional installation. Liv 2.0 uses the same setup as the original Liv - a central hub with a wired repeller system containing its metofluthrin-based repellent - but it features entirely new hardware. Pricing starts at about $1,746 for a system with three repellers, a six-pack of repellent refills, and coverage of up to 900 square feet. That's twice as much as the original, wh … Read the full story at The Verge.

Anthropic PBC is allowing 150 additional organizations around the world to access Mythos, an artificial intelligence model aimed at finding cybersecurity vulnerabilities that the company has said was too dangerous to make available to the general public. Anthropic plans to announce the increased number of users Tuesday, bringing the total groups with access to about 200. The new organizations are based in 15 countries and span industries such as power, healthcare and communications, the company said. Though Anthropic declined to name the additional participants, it said the group includes companies and nonprofits that produce key programming code for broader use. People familiar with the matter have said that the European Union’s cybersecurity body will be granted access to the software. The move follows Anthropic’s filing of confidential paperwork for an initial public offering, vaulting the startup ahead of AI rival OpenAI . The company said in a blog post Monday that it had not set a number of shares it would offer or a price for the shares. Anthropic, once viewed as an underdog to OpenAI, raised $65 billion in a funding round last week at a $965 billion valuation, including the investment. That put its valuation ahead of OpenAI’s for the first time. Anthropic’s advances in coding and cybersecurity capabilities have rattled markets and also enticed new business customers. Mythos has emerged as a focal point for the San Francisco-based company in recent months. Anthropic has said that the software is capable of identifying and exploiting vulnerabilities “in every major operating system and every major web browser when directed by a user to do so.” As a result, the company initially limited Mythos’ availability to a handful of large tech and Wall Street companies through an initiative known as Project Glasswing in April. Read More: Anthropic Limits Mythos Model Release in Bid to Stave Off Hacks Since Mythos was launched, the software has been used to find over 10,0...

Dollar Shave Club Inc., the brand known for unmatched humor and quality products at a great price, is bringing its signature radical simplicity to the world of electric razors & trimmers. Today, the brand announced the launch of its new Electrics Line, a collection of essential tools designed to address every hair grooming need.

Neil Jesani Tax Advisors, Inc. (NJA) today announced that Nikki Haley, the former Governor of South Carolina and U.S. Ambassador to the United Nations, and Brian Krzanich, CEO of Cerence AI and the former CEO of Intel Corp, will lead its Strategic Board of Advisors to help guide the firm's next evolution of growth.

The old rules of thumb are broken — here is why a three-month cash buffer is ‘almost dangerous’

With gas prices up more than $1 a gallon from last year’s average, Americans are turning to buy-now-pay-later at the pump.

Enterprise AI agents have a new production failure mode, and it is not the model. As enterprises move from single-layer RAG to hybrid retrieval architectures, the same underlying data produces different answers depending on which agent, tool or system asks the question. Revenue means one thing in a business intelligence (BI) dashboard, something slightly different in a SQL table and something else again in an agent instruction. The retrieval infrastructure build-out of the past two years produced faster and cheaper vector search. It did not produce a shared definition of what the data means. At Snowflake Summit 26 in San Francisco, the data cloud vendor is taking a broad swing at that problem, with announcements spanning a Kafka-compatible managed streaming service called Data Stream, adaptive compute improvements, expanded Apache Iceberg interoperability and updates to its Cowork and CoCo agent and coding products. Running underneath all of it is a context layer: Horizon Context and Cortex Sense, a two-layer system designed to give agents a governed, shared definition of business logic across retrieval stacks. The context problem is why it matters: VentureBeat's VB Pulse Q1 2026 data, drawn from a survey of organizations with 100 or more employees, shows hybrid retrieval intent tripling from 10.3% in January to 33.3% in March, the fastest-growing strategic position in the dataset. "There are a lot of tools out there that you can ask questions, you get a very confident answer, but whether it's correct or not is different," said Christian Kleinerman, EVP of Product at Snowflake. From fragmented business logic to a governed context layer The problem Horizon Context targets is specific. Business logic today is distributed across SQL, BI dashboards and agent instructions, and no single system owns the definition. When multiple agents or tools query the same underlying data, they reason over different schemas and return different answers. Horizon Context is Snowflake's a...

LIMASSOL, Cyprus, June 02, 2026 (GLOBE NEWSWIRE) -- Castor Maritime Inc. (NASDAQ: CTRM) (“Castor” or the “Company”), a diversified global shipping and energy company, today announced its results for the three months ended March 31, 2026.

First-of-its-kind agreement aggregates up to 100 megawatts (MW) of accredited distributed capacity in PJM and channels grid investment to homes and businessesSAN FRANCISCO, June 02, 2026 (GLOBE NEWSWIRE) -- Voltus, Inc. (“Voltus”), the leading virtual power plant (VPP) operator and distributed energy resource (DER) platform, today announced a landmark Bring Your Own Capacity™ (BYOC) three-year agreement with Google. With this first-of-its-kind agreement, Voltus will aggregate up to 100 megawatts

SAN FRANCISCO, June 02, 2026--Wayleadr, the category-defining Arrival Platform transforming how people and vehicles access workplaces and parking, today announced a majority growth investment to accelerate the company’s next phase of global expansion.

Europe Has "Serious, Really Serious Problems" If US Cuts Oil Exports, Currie Last night, the Carlyle Group’s Jeff Currie and Veriten’s Arjun Murti joined Real Vision's Ash Bennington for a ZeroHedge Debate on what the oil market is getting wrong. Surprise surprise… the EU is not looking good. But the U.S. may be in trouble too. Currie doubled down on his reserves-to-run-dry-by-July call. They each gave their outlook on structural supply constraints that existed before the Hormuz debacle, whether the latest ‘ceasefire’ can be trusted, and where the price is headed and how quickly it’s headed there. Despite signs of relief in the Mid-East, many signs still read bullish oil (and thus bearish cost of living). Here were the highlights for those short on time: Currie’s July 4th Doomer Call Currie on his recent warning that global oil inventories could run into serious shortages as early as July: "There's a misnomer that the eight billion barrels of oil that you see in storage around the world is all usable,” he said, noting that fuel is not homogenous (jet, diesel, gasoline, etc.) and that 8 billion is not actually that much… “Every single energy analyst says sometime in that July, August is when you get into pretty serious problems." The current calm in prices, Currie said, reflects seasonal demand weakness rather than a genuine easing of supply constraints. "Why you haven't seen this? We're in the seasonal low of demand," he explained. "April and May it goes down like this, and then June it just goes straight up five million barrels a day." Murti agreed that shortages are likely to emerge region by region and product by product… where one country runs out of jet fuel, another gasoline. He added that developing Asia appears particularly vulnerable while Europe remains heavily exposed after years of energy underinvestment. Asked how long it takes for shortages to be felt once inventories are exhausted: "When you're out of something, it's it. That's it. It's over... it's i...

TORONTO, June 02, 2026--Vena, the Microsoft-native platform for Orchestrated Planning, Decisioning and Close, today released its 2026 FP&A Impact Report. Based on a survey of 431 finance professionals conducted in October 2025 in partnership with research analyst firm Benchmarkit, the report reveals that while FP&A teams are being asked to play a more strategic role and accelerate AI adoption, most are still constrained by fragmented data, limited operational visibility and a lack of real-time a

SAN FRANCISCO, June 02, 2026--SNOWFLAKE SUMMIT 26--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced at Snowflake Summit 26 major new capabilities for Snowflake CoCo (formerly known as Cortex Code), the coding agent where you build faster, making it easier for builders to automate workflows, develop apps, and operationalize AI on enterprise data through a simple prompt. Snowflake also introduced Snowflake Datastream6, a new fully managed streaming service for Apache Kafka®7 that

克利夫兰联邦储备银行行长贝丝·哈马克周二暗示，如果通胀不能很快回落，美联储有可能加息。 “就目前而言，考虑到经济前景的不确定性，保持利率稳定是合理的。但如果近期的趋势持续下去，可能很快就要采取适当行动了，”这位央行官员在其所在地区的演讲中表示。 哈马克指出，能源价格持续上涨的时间越长，通胀预期上升的风险就越大。 “如果能源成本不能迅速下降，并且企业觉得除了涨价别无选择，那么通胀持续高企的风险正在增加，”她说。“如果通胀持续处于高位，那么很可能需要采取更具限制性的货币政策，才能及时将通胀拉回2%的水平。” 哈马克是今年负责设定利率的联邦公开市场委员会拥有投票权的成员。 责任编辑：张俊 SF065

Solid operations and strong position in the first quarter

Traustur rekstur og sterk staða á fyrsta ársfjórðungi

5月以来，商业航天企业IPO（首次公开发行）动作密集刷新。2026年5月14日，港交所官网披露成都国星宇航第三次递交的招股书，这家主打太空AI（人工智能）算力的公司拟冲刺港股“太空AI第一股”。 至此，据经济观察报不完全统计，商业航天领域已有超10家企业处于IPO进程中，从民营火箭公司星河动力、蓝箭航天，到国资背景的快舟火箭（航天科工火箭技术有限公司），涵盖火箭制造、卫星制造与应用全产业链。 一名接近快舟火箭的人士对经济观察报直言：“2026年是商业航天IPO的‘生死窗口期’，错过等于出局。” 为什么必须是2026？ 2026年之所以成为商业航天IPO的集中爆发年，是多重时间压力叠加的结果。 华泰证券通信、军工首席研究员王兴对经济观察报表示，2026年是中国商业航天的“量产元年”，“行业正从技术验证阶段全面转向工程化应用与产业化布局，可回收火箭技术突破、大型低轨星座建设加速、发射场流程优化、应用终端市场逐步起量，多重变化在这一年集中发生。” 时间退回到2026年1月17日，国家队长征三号乙与民营星河动力谷神星二号同日发射失利。之后仅隔5天，蓝箭航天以22天速度冲入科创板“已问询”状态。成败同框，悲喜交织。资本市场不在乎⼀次发射的成败，在乎的是企业有没有拿到IPO的门票。 2026年之所以成为商业航天IPO的集中爆发年，是多重时间压力叠加的结果。 从产业需求端看，GW（中国星网）星座（申报数量约1.3万颗）和千帆星座（规划数量约1.4万颗）在2024至2025年完成初步验证和首批次发射后，2026年正式进入高频密集组网期。根据国际电信联盟的频谱占用规则，2026至2027年是实现千星级部署的关键窗口期。错过这一节点，轨道和频谱资源的先占权可能丧失。而大规模组网意味着海量的火箭发射和卫星制造订单，这进一步激发了商业航天企业的IPO需求。 “星座组网的故事已经到了不得不讲的程度。”一位央企航天企业人士对经济观察报表示，组网订单是这轮IPO企业共同的收入增长预期，“如果这个预期落空，很多公司的估值逻辑要推倒重来。” 从政策端看，2025年12月末，上交所发布“9号指引”，明确支持尚未形成一定收入规模的优质商业火箭企业在科创板发行上市。上述接近快舟火箭的人士表示：“我们内部判断，这不是长期政策，是阶段性红利。等2027至2028年行业洗牌完成、龙头定型，门槛一定会收紧，再想上...

格隆汇6月2日｜美联储哈玛克：尚未看到通胀预期上升的迹象。

格隆汇6月2日｜美国贸易代表格里尔：关税政策下的出口表现非常好，制造业出现了复苏苗头。

Exchange traded funds with significant exposure to Marvell Technology ( MRVL ) drew investor attention Tuesday after the semiconductor company’s shares surged 18.5% in early trading. The rally followed remarks from Nvidia ( NVDA ) CEO Jensen Huang, who suggested Marvell could eventually become the next semiconductor company to achieve a $1 trillion market valuation. Huang pointed to accelerating demand for artificial intelligence infrastructure, particularly as autonomous AI models require increasingly advanced networking and data-center technologies. The sharp move higher in Marvell shares is expected to benefit a wide range of ETFs that hold substantial positions in the chipmaker. According to fund holdings data, Marvell is currently owned by 321 exchange traded funds, which collectively hold approximately 150 million shares. Investors are now closely watching the ETFs with the highest portfolio weightings in Marvell, as those funds could see an outsized impact from the stock’s gains. Listed below are the top 10 ETF holders of MRVL. Direxion Daily MRVL Bull 2X ETF ( MRVU ), 17.91% allocation. iShares MSCI Global Sustainable Development Goals ETF ( SDG ), 9.96% allocation. Fidelity Disruptive Technology ETF ( FDTX ), 8.16% allocation. Direxion Daily Semiconductor Bull 3X Shares ( SOXL ), 7.88% allocation. U.S. Global Technology and Aerospace & Defense ETF ( WAR ), 7.29% allocation. iShares Future AI & Tech ETF ( ARTY ), 6.49% allocation. Invesco PHLX Semiconductor ETF ( SOXQ ), 6.31% allocation. VanEck Fabless Semiconductor ETF ( SMHX ), 6.28% allocation. iShares Semiconductor ETF ( SOXX ), 6.19% allocation. YieldMax AI & Tech Portfolio Option Income ETF ( GPTY ), 6.02% allocation. More on markets AI-powered startup boom could bring major labor market shifts, Apollo says JPMorgan sees the bond yield surge fading in the second half of 2026 Evercore sees S&P 500 climbing to 7,750 on relentless AI demand The AI boom is creating jobs, not destroying them, Apollo says B...

Thitima Uthaiburom/iStock via Getty Images PYPL stock: why I disagree with the bulls I last wrote about PayPal Holdings, Inc. (NASDAQ: PYPL ) on Feb 27, 2026. That article served as review for its FQ4 2025 earnings report (ER) and rated the stock as a hold. Since then, there have been a few new catalysts surrounding the stock. The remainder of this article will focus on the top 2 on my list: the updates in its FQ1 2026 earnings report (ER) and also the rating changes. These developments have led me to question prevailing sentiment surrounding the stock on the Seeking Alpha ( SA ) platform. In particular, I find it hard to agree with the bullish rating after reading its financial statements released in the FQ1 ER. To wit, SA analysts’ rating has lately diverged from both Wall Street rating and also quant rating as seen in the chart below. Their latest analyses collectively translate into a solid "BUY" rating, with an average score of 3.93 compared to Wall Street’s lukewarm "HOLD" rating with a 3.11 score and even quant rating of hold with an even lower score of 3.01. Reading into the SA analysts’ arguments more closely, a few themes emerged behind their bullish ratings. The main ones on my list are PayPal’s depressed valuation, healthy free cash flow, and massive stock buybacks. Next, I will offer my counterarguments to these considerations based on its FQ1 2026 ER. Seeking Alpha PYPL stock: FQ1 earnings report reveal more of the same On the positive side, PayPal’s F1Q ER exceeded both top and bottom-line expectations as shown in the chart below. EPS dialed in at $1.34, beating consensus by 7 cents per share and grew 1 cent YOY (i.e., translating into a 0.75% YOY growth rate). Revenue grew to $8.35 billion, or about 7.2% YOY. Later, I will show how and why the divergence between topline and bottom-line growth rate suggests worsening margins. But here, let me focus on one of the key factors that bulls love about the stock: the massive share repurchases. Seeking Alpha ...

外交部发言人毛宁表示，民进党当局为了谋求政治私利，不惜出卖中华民族整体利益，数典忘祖、毫无底线 【财新网】 2026年6月2日外交部发言人毛宁主持例行记者会，以下为外交部网站发布的实录： 应俄罗斯联邦政府和白俄罗斯共和国政府邀请，国家副主席韩正将于6月4日至8日赴俄罗斯出席第二十九届圣彼得堡国际经济论坛，并对白俄罗斯进行访问。 总台央视记者：中方发布了韩正副主席将赴俄罗斯出席第二十九届圣彼得堡国际经济论坛并访问白俄罗斯的消息。发言人能否介绍此访背景、活动安排和中方期待？ 毛宁： 圣彼得堡国际经济论坛是探讨全球经济治理、凝聚国际合作共识的重要平台。本届论坛以“务实对话—通往稳定未来之路”为主题，具有重要现实意义。韩正副主席将出席论坛活动，并会见俄方有关领导人。中方期待与各方加强沟通，增进互信，践行多边主义，推动构建更加公正合理的全球治理体系。中方也愿与俄方一道，落实好两国元首5月会晤达成的重要共识，推动中俄新时代全面战略协作伙伴关系高水平发展。

AlexSecret Waves of late-cycle IPOs have historically coincided with major market peaks, raising questions about the coming surge in AI-related public listings, according to TS Lombard macro strategist Dario Perkins. Perkins said that insider selling often becomes a key marker of speculative excess near the end of major market bubbles. The note pointed to the Dotcom era, when high-profile technology companies, including Pets.com, Webvan, and AskJeeves, went public shortly before the Nasdaq peaked in early 2000. Perkins cited research showing that lockup expirations for many late-1990s IPOs clustered between October 1999 and April 2000, closely matching the timing of the bubble’s collapse. He added that IPO activity can reflect information asymmetry, with insiders choosing to sell shares into periods of peak public enthusiasm. “There is a long history of that dating back to the Mississippi and South Sea bubbles,” he wrote, also citing Blackstone’s 2007 IPO near the top of the real estate boom and Glencore’s 2011 listing near the peak of the commodity supercycle. The report said the current backdrop bears watching as markets prepare for a potential wave of AI-related IPOs involving companies such as SpaceX ( SPCX ), OpenAI ( OPENAI ), and Anthropic ( ANTHRO ). Perkins questioned why firms expected to dominate the next technological revolution would choose to go public now rather than remain private longer. “They don’t ring a bell at the top,” Perkins wrote. “They IPO.” More on markets Semiconductors And Oil: Where The Market Is Mispricing Narrative Asymmetry Is The S&P 500 Rising Too Much Too Fast? Stock Market Could Crash In June AI-powered startup boom could bring major labor market shifts, Apollo says Investors risk missing rebounds during volatility, Wells Fargo says

就在刚刚，Claude Opus 4.8（High）拿下了这张榜单的榜首。 RHAE得分1.5%，是第二名的3倍！ 但代价是，跑一次评测要烧掉整整1万美元。 要是放到别的AI测试里，1.5%这个成绩只能用惨不忍睹来形容。 但在ARC-AGI-3上，它是有史以来的最高分，而且没有之一。 此前的纪录保持者Opus 4.6（Max），得分是0.5%。 GPT-5.5更惨，只有0.4%。连Opus 4.8的零头都不到。 完整榜单是这样的（截至6月1日）: Opus 4.8（High），1.5%，1万美元 Opus 4.6（Max），0.5%，8900美元 GPT-5.5（High），0.4%，1万美元 Gemini 3.1 Pro（Preview），0.4%，2200美元 Opus 4.7（High），0.2%，1万美元 GPT-5.4（High），0.2%，5200美元 Grok 4.20（Beta Reasoning），0.1%，3800美元 Opus 4.8刷榜，最难考试新SOTA 最高分才1.5%。这张试卷凭什么这么难？ 虽然之前的ARC-AGI-1和2也不简单，但依然是有标准答案的填空题。 而ARC-AGI-3是把你扔进一个从来没见过的游戏里。没有任何说明，没有任何提示。 自己探索，自己猜规则，自己推断胜利条件，自己规划路线。 测试一发布，所有前沿AI的得分直接归零。 说白了，ARC-AGI-3考的就是Agent能力。而Opus 4.8这次升级的重心，恰好全押在了这上面。 在大多数传统benchmark上，它确实只是在Opus 4.7的基础上小幅涨分。 SWE-bench Verified从87.6%到88.6%，GPQA Diamond持平在93.6%。 但在所有和Agent相关的评测上，画风直接突变。 SWE-bench Pro （更难的代码修复测试）从64.3%直接涨到69.2%，领先GPT-5.5的58.6%超过10个百分点。 Online-Mind2Web （浏览器操作测试）拿下84%，同时超过Opus 4.7和GPT-5.5。 Terminal-Bench Hard 一下涨了6.8个百分点。 反过来看GPT-5.5。 它在静态推理上依然是怪物级别，ARC-AGI-2拿到85%，Terminal-Bench也都优。 但一旦任务从「解题」变成「在复杂环境中...

Getty Images I am maintaining my buy rating on Alphabet ( GOOG ) as the valuation is still fair, sentiment remains strong, and many of the risks that the company faces don't have any confirmatory evidence yet. On the contrary, I find the latest earnings release to be the source of strong evidence against those risks. That being said, investors should be aware that the macro environment remains a near-term headwind that could change the currently positive sentiment toward the stock. Since I first covered the company late last year, shares have risen by around 18%. Most of the growth happened quite recently, however. Specifically, the re-rating began in April, even though the market was skeptical of the CapEx guidance given a few months before, judging from the price action. Seeking Alpha Back in April, you could argue that the uptrend was part of a broader risk-on sentiment. After the latest earnings release, however, the market clearly rewarded the stock for its results. In its first quarter , Google delivered $109.9 billion in revenue, which beat the $107 billion to $107.2 billion consensus estimates. For comparison, keep in mind that in the fourth quarter of 2025, Alphabet reported $113.8 billion in revenue vs a $111.3 billion FactSet consensus . Even though the figure was lower the last time, Q1's revenue beat was a bit larger. The EPS came in at $5.11 versus a roughly $2.66 to $2.68 consensus, but I need to note that this extraordinary beat was largely due to a non-operating equity gain. More importantly, Cloud was stronger than expected, which made the AI CapEx look productive rather than purely defensive. Google Cloud revenue grew 63% YoY to $20 billion, which was significantly higher than the approximately 50% growth analysts expected . But I think that what mostly moved the market was the cloud backlog nearly doubling sequentially to over $460 billion. Management also said that a bit over 50% should convert to revenue over the next two years. The reason I th...

Getty Images I am maintaining my buy rating on Alphabet ( GOOG ) as the valuation is still fair, sentiment remains strong, and many of the risks that the company faces don't have any confirmatory evidence yet. On the contrary, I find the latest earnings release to be the source of strong evidence against those risks. That being said, investors should be aware that the macro environment remains a near-term headwind that could change the currently positive sentiment toward the stock. Since I first covered the company late last year, shares have risen by around 18%. Most of the growth happened quite recently, however. Specifically, the re-rating began in April, even though the market was skeptical of the CapEx guidance given a few months before, judging from the price action. Seeking Alpha Back in April, you could argue that the uptrend was part of a broader risk-on sentiment. After the latest earnings release, however, the market clearly rewarded the stock for its results. In its first quarter , Google delivered $109.9 billion in revenue, which beat the $107 billion to $107.2 billion consensus estimates. For comparison, keep in mind that in the fourth quarter of 2025, Alphabet reported $113.8 billion in revenue vs a $111.3 billion FactSet consensus . Even though the figure was lower the last time, Q1's revenue beat was a bit larger. The EPS came in at $5.11 versus a roughly $2.66 to $2.68 consensus, but I need to note that this extraordinary beat was largely due to a non-operating equity gain. More importantly, Cloud was stronger than expected, which made the AI CapEx look productive rather than purely defensive. Google Cloud revenue grew 63% YoY to $20 billion, which was significantly higher than the approximately 50% growth analysts expected . But I think that what mostly moved the market was the cloud backlog nearly doubling sequentially to over $460 billion. Management also said that a bit over 50% should convert to revenue over the next two years. The reason I th...

Credo Technology (NASDAQ:CRDO) has become one of the loudest AI infrastructure stories on the Nasdaq, with numbers starting to justify the noise. Fiscal 2026 revenue more than tripled to $1.335 billion, non-GAAP net income jumped more than 5x to $662 million, and shares are up 270.9% over the past year. The stock closed at $226.10. ... Can Credo Technologies Shares Hit $350 in 2028?

Onity Group ( ONIT ) said Tuesday it received regulatory approval for the sale of its reverse mortgage servicing portfolio and certain origination assets to Finance of America Reverse (FAR), advancing a previously announced transaction expected to generate $70M to $80M in net proceeds. The deal includes reverse mortgage servicing rights tied to about 20,000 Ginnie Mae home equity conversion mortgage loans with an unpaid principal balance of $5.1B as of March 31, 2026. Onity will remain involved as a subservicer under a three-year agreement with FAR. Separately, the company said its board approved a share repurchase program of up to $20M through June 2027, subject to market conditions. More on Onity Group Onity Group Inc. 2026 Q1 - Results - Earnings Call Presentation Onity Group Inc. (ONIT) Q1 2026 Earnings Call Transcript Onity Group Inc. (ONIT) Presents at J.P. Morgan 2026 Global Leveraged Finance Conference - Slideshow Onity outlines 10% to 15% 2026 adjusted ROE amid revised Finance of America Reverse deal with $70M to $80M proceeds Onity reports mixed Q1 results; updates FY26 outlook