This article first appeared on GuruFocus. Chip stocks climbed on Friday as traders reacted to hopes for progress in U.S.-Iran talks and a mixed but firm tone across the broader market. The Nasdaq Composite rose about 1% after Secretary of State Marco Rubio said indirect talks had seen a little bit of movement, though he also pointed to major gaps remaining over Iran's nuclear program. Among indivi...
This article first appeared on GuruFocus. Chip stocks climbed on Friday as traders reacted to hopes for progress in U.S.-Iran talks and a mixed but firm tone across the broader market. The Nasdaq Composite rose about 1% after Secretary of State Marco Rubio said indirect talks had seen a little bit of movement, though he also pointed to major gaps remaining over Iran's nuclear program. Among individual names, Qualcomm (NASDAQ:QCOM) jumped about 12% after it and Stellantis said they expanded their technology partnership around Snapdragon Digital Chassis systems. Advanced Micro Devices (NASDAQ:AMD) climbed nearly 5% after CEO Lisa Su said the company is working with partners in Taiwan to expand production capacity. GlobalFoundries (NASDAQ:GFS) rose about 7%, Texas Instruments (TXN) added nearly 5% and Analog Devices (ADI) gained about 3%. Arm (NASDAQ:ARM), Lattice Semiconductor (LSCC) and Marvell Technology (NASDAQ:MRVL) also advanced.
Chip stocks climbed on Friday as traders reacted to hopes for progress in U.S.-Iran talks and a mixed but firm tone across the broader market. The Nasdaq Composite rose about 1% after Secretary of State Marco Rubio said indirect talks had seen a little bit of movement, though he also pointed to major gaps remaining over Iran's nuclear program. Among individual names, Qualcomm QCOM jumped about 12%...
Chip stocks climbed on Friday as traders reacted to hopes for progress in U.S.-Iran talks and a mixed but firm tone across the broader market. The Nasdaq Composite rose about 1% after Secretary of State Marco Rubio said indirect talks had seen a little bit of movement, though he also pointed to major gaps remaining over Iran's nuclear program. Among individual names, Qualcomm QCOM jumped about 12% after it and Stellantis said they expanded their technology partnership around Snapdragon Digital Chassis systems. Advanced Micro Devices AMD climbed nearly 5% after CEO Lisa Su said the company is working with partners in Taiwan to expand production capacity. GlobalFoundries GFS rose about 7%, Texas Instruments (TXN) added nearly 5% and Analog Devices (ADI) gained about 3%. Arm ARM, Lattice Semiconductor (LSCC) and Marvell Technology MRVL also advanced.
jetcityimage/iStock Editorial via Getty Images AutoZone ( AZO ) saw fiscal third-quarter sales increase 8.4% on strong demand from do-it-yourselfers and professionals and realized a more than 7% improvement in the company’s profitability thanks to the successful implementation of its “WOW! Customer Service” initiative. But shares are trading defensively in Tuesday’s premarket as the quarterly resu...
jetcityimage/iStock Editorial via Getty Images AutoZone ( AZO ) saw fiscal third-quarter sales increase 8.4% on strong demand from do-it-yourselfers and professionals and realized a more than 7% improvement in the company’s profitability thanks to the successful implementation of its “WOW! Customer Service” initiative. But shares are trading defensively in Tuesday’s premarket as the quarterly results also reflected the negative impact of inflation on the company’s inventory and margin compression resulting from a non-cash last-in-first-out impact. This resulted in a 57 basis point decline in gross profit as a percentage of sales. Additionally, the company’s adjusted return on invested capital declined 720 basis points, corresponding to $1.3B in additional invested capital from the same quarter last year. Though still a robust 36.3%, this was down from 43.5% a year earlier. Company-wide same-store sales were up 5.5% in the first quarter versus 3.2% a year ago, driven by 16.6% growth in its international markets and 4.1% growth domestically. International sales on a constant currency basis, however, remained challenged due to underperformance in Mexico and Brazil. AutoZone ( AZO ) shares are down more than 5% ahead of the open, weighing marginally on rival Advance Auto Parts ( AAP ) despite the latter reporting better than expected first-quarter results last week. More on AutoZone AutoZone Q3 Preview: Watching For Spring Tune-Ups AutoZone: Uncertainty Presents An Opportunity (Rating Upgrade) AutoZone Q2 Earnings: New Store Openings Drive Growth, But Weak Demand Weighs AutoZone GAAP EPS of $38.07 beats by $1.90, revenue of $4.84B misses by $20M AutoZone Q3 2026 Earnings Preview
Balazs Sebok/iStock Editorial via Getty Images The S&P 500 posted its eighth straight week of gains as of market close on Friday despite no clear resolution to reopening the Strait of Hormuz. Albeit there is growing chatter some sort of agreement might be in the offing. Seeking Alpha, Company filings NVIDIA Corporation ( NVDA ) posted its Q1 numbers on Wednesday. The largest company by market cap ...
Balazs Sebok/iStock Editorial via Getty Images The S&P 500 posted its eighth straight week of gains as of market close on Friday despite no clear resolution to reopening the Strait of Hormuz. Albeit there is growing chatter some sort of agreement might be in the offing. Seeking Alpha, Company filings NVIDIA Corporation ( NVDA ) posted its Q1 numbers on Wednesday. The largest company by market cap delivered astonishing 85% year-over-year growth in sales. First quarter earnings season for the S&P 500 is now largely over after delivering much stronger revenue and earnings growth than was expected at the end of March. LSEG, TopDown Charts There is more concentration within U.S. equities than at any point in history. NVIDIA and Apple ( AAPL ) account for over 15% of overall market capitalization within U.S. stocks. Tech and tech related names represent over 55% of market capitalization as the rally in the markets since late 2022 has almost been exclusively driven by the demand emanating from AI Revolution. @PeterMallouk, Creative Planning That said, the major market indexes are at all-time highs even as energy and commodity prices have seen huge surges since the U.S.'s latest adventure in the Middle East and the effective closure of the Strait of Hormuz. Despite the growing concerns around private credit, Wall Street is thriving. Yearend Wall Street bonuses for FY2025 rose 9% to $49.2 billion, an all-time record. Awealthofcommonsense.com Wall Street has largely divorced itself from Main Street in recent years. The top 10% percent of U.S. households by income have been buoyed by the massive price appreciation in equities and residential real estate since the pandemic. They now account for half of all consumer spending, compared to the mid-30s two generations ago. The AI Revolution could well drive even greater wealth inequality in the years ahead. Wealthvieu.com - May 2026 Most of the rest of the consumer base is struggling right now, in an economy where consumer spending...
J Studios/DigitalVision via Getty Images Market overview U.S. equities posted a loss during the first quarter, as gauged by the -4.18% return for the Russell 1000® Index. Stocks initially moved sideways within a range through January and February, as the continued tailwinds of positive economic growth, expectations for falling interest rates and robust corporate earnings were offset by disruptions...
J Studios/DigitalVision via Getty Images Market overview U.S. equities posted a loss during the first quarter, as gauged by the -4.18% return for the Russell 1000® Index. Stocks initially moved sideways within a range through January and February, as the continued tailwinds of positive economic growth, expectations for falling interest rates and robust corporate earnings were offset by disruptions in the private credit space and worries about the impact of artificial intelligence (AI). The situation changed considerably in early March, however, following the outbreak of war in Iran. Concerns about a protracted disruption of energy supplies from the Middle East fueled a spike in crude oil prices and raised the prospect of shortages for other key commodities. Inflation expectations surged in response, leading to a sizable increase in U.S. Treasury yields and the dampening of hopes that the U.S. Federal Reserve would continue cutting interest rates. In combination, these developments led to a sharp downturn in stock prices during March and caused the broad-based indices to finish the quarter in the red. Notably, nearly all of the sell-off was caused by weakness in growth stocks. The Russell 1000® Growth Index returned -9.78% during the quarter, while the Russell 1000® Value Index gained 2.10%. The wide gap reflected the meaningful underperformance of the mega-cap technology-related companies that had led the market higher over the past two years, as well as pronounced weakness in software stocks of businesses that could be hurt by AI. Conversely, the value category was supported by investors' rotation toward companies with hard assets that are less vulnerable to AI disruptions. The energy sector, which rose in tandem with the rally in crude oil prices, also helped boost the value category. Top holdings (% of net assets): as of March 31, 2026 NVIDIA 9.10 Alphabet-A 6.79 Apple 6.24 Microsoft 4.47 Meta Platforms 3.36 Chevron 2.58 Amazon.com 2.38 Bristol-Myers Squibb 2.13 ...
Key Points Nvidia CEO Jensen Huang predicts there will be billions of agents in the future that may be in need of computers. Dell's business has been thriving due to artificial intelligence, mainly due to the strong demand for servers. Its computer business has been sluggish and could use a boost. 10 stocks we like better than Dell Technologies › Computer maker Dell Technologies (NYSE: DELL) has b...
Key Points Nvidia CEO Jensen Huang predicts there will be billions of agents in the future that may be in need of computers. Dell's business has been thriving due to artificial intelligence, mainly due to the strong demand for servers. Its computer business has been sluggish and could use a boost. 10 stocks we like better than Dell Technologies › Computer maker Dell Technologies (NYSE: DELL) has been generating a lot of growth lately from artificial intelligence (AI), with servers optimized for AI being in high demand. It's become a huge growth opportunity for the company, and it comes at a critical time when its computer sales haven't exactly been taking off. However, there could be yet another promising and underrated growth opportunity for Dell in the near future. Nvidia CEO Jensen Huang recently made a prediction, which, if true, could light a fire under Dell's computer business in the future, and it's to do with agentic AI. 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 » Billions of agents could be in need of computers A big concern related to AI is that agents may take jobs and diminish the need for human workers. How that all plays out remains a question mark, but what is clear is that agents could play a crucial role in the economy's future growth by speeding up work and freeing people from repetitive day-to-day tasks. Huang predicted, on his company's recentearnings call that there will be billions of agents in the future. And those agents are going to require similar tools to those that humans use right now, including computers. For Dell, this could position it for yet another way to benefit from AI-related growth. Not only does it provide the servers and infrastructure needed to create AI models, but it may also provide the computers that agents may end up needing to run tasks and devot...
Key Points Archer Aviation is preparing to launch U.S. operations in 2026. The company is moving quickly through the FAA regulatory process. But the stock is still speculative and not a strong buy, even at today's price. 10 stocks we like better than Archer Aviation › Archer Aviation (NYSE: ACHR) is a pioneering developer of electric vertical takeoff and landing (eVTOL) aircraft. Its flagship airc...
Key Points Archer Aviation is preparing to launch U.S. operations in 2026. The company is moving quickly through the FAA regulatory process. But the stock is still speculative and not a strong buy, even at today's price. 10 stocks we like better than Archer Aviation › Archer Aviation (NYSE: ACHR) is a pioneering developer of electric vertical takeoff and landing (eVTOL) aircraft. Its flagship aircraft, called Midnight, is designed to carry four passengers, fly about 100 miles on a single charge, and reach speeds of up to 150 miles per hour. Since going public in 2021, Archer Aviation stock has lost about 38% of its value, badly lagging the broader market. It now trades at about $6, down roughly 25% in 2026. 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 » With the company making progress through the Federal Aviation Administration's (FAA) regulatory process, and with operations expected in 2026, is Archer a no-brainer at this price? The bull case is taking flight, but the business hasn't taken off yet The bullish case for Archer Aviation is simply this: The company has a marquee list of partners, a backlog of $6 billion, a robust balance sheet with about $1.8 billion in cash and equivalents, and a friend in the White House who wants to advance eVTOL aircraft for (probably) military purposes. Archer's strategic partnerships are, indeed, impressive. For example, United Airlines (NASDAQ: UAL) is currently partnering with Archer to establish an air taxi route between Manhattan and nearby airports, while Abu Dhabi Aviation has signed on to be Archer's operating partner in Abu Dhabi. Stellantis is Archer's manufacturing arm, while Nvidia and Palantir Technologies are supplying powerful technology for Archer's Midnight craft. However, Archer's most important supporter is perhaps the U.S. government. Under...
BP Shares Plunge After Chairman Abruptly Removed Over Serious Governance Concerns Shares of BP PLC, formerly British Petroleum, dropped in London trading after the oil and gas major said its board had removed Chairman Albert Manifold with immediate effect over "serious concerns" tied to "important governance standards, oversight, and conduct." The abrupt ouster adds yet another layer of instabilit...
BP Shares Plunge After Chairman Abruptly Removed Over Serious Governance Concerns Shares of BP PLC, formerly British Petroleum, dropped in London trading after the oil and gas major said its board had removed Chairman Albert Manifold with immediate effect over "serious concerns" tied to "important governance standards, oversight, and conduct." The abrupt ouster adds yet another layer of instability to BP's turnaround effort; more importantly, it raises serious questions about exactly what prompted the board to give Manifold the boot. "The board has been surprised and disappointed to learn of governance oversight and conduct issues it deems unacceptable and has taken decisive action," Amanda Blanc, senior independent director at BP, wrote in a statement. Manifold took over as BP's chairman on September 1, 2025, and was a central figure in BP's reset, helping accelerate the company's pivot away from underperforming green-energy bets and its return to its core oil and gas business. London-listed shares of the oil company tumbled more than 5%. The board has appointed Ian Tyler as interim chair. He stated that BP's leadership still has "deep conviction in the strategic direction we have laid out" and has been "very impressed with Meg O'Neill since she joined as CEO." Tyler Durden Tue, 05/26/2026 - 08:20
TradingKey - UBS analysts have significantly raised Micron's price target, boosting bullish market sentiment and pushing its share price back above the $800 mark. During the pre-market session on May 26, influenced by the UBS rating, Micron Technology ( MU) shares jumped over 7%, once again breaking through the $800 level and approaching the all-time high set in mid-May. As of press time, Micron w...
TradingKey - UBS analysts have significantly raised Micron's price target, boosting bullish market sentiment and pushing its share price back above the $800 mark. During the pre-market session on May 26, influenced by the UBS rating, Micron Technology ( MU) shares jumped over 7%, once again breaking through the $800 level and approaching the all-time high set in mid-May. As of press time, Micron was trading at $803.76, and whether its share price can set a new record has become a key focus for the market. Micron stock price chart, Source: TradingView UBS ( UBS) analyst Timothy Arcuri has not only reshaped Micron's valuation model, upgrading it from a traditional memory manufacturer to an "AI-native infrastructure giant," but has also aggressively raised the target price by over 200%, from $535 to $1,625. Even at current prices, Micron Technology still has the potential to more than double. However, can Micron's stock price really reach UBS's target? In UBS's view, the rigid demand for high-performance memory from AI servers is extremely strong, and Micron should not be viewed through the lens of traditional boom-and-bust cyclical logic. Furthermore, from a P/E perspective, the gap between Micron and Nvidia ( NVDA) is not substantial. UBS's report relies heavily on three premises: 1. Sustained high AI capital expenditure by tech giants, ensuring no risk of customer renegotiations for Micron's long-term contracts; 2. No overcapacity in memory to maintain Micron's high premiums; 3. Market acceptance of a 15x P/E valuation, otherwise the price will struggle to break the $1,000 threshold. Compared to UBS's forecast for Micron, Bank of America ( BAC )'s $950 price target is more conservative and achievable, aligning better with the current macro market outlook. BofA analysts believe Micron will benefit from HBM3E capacity driven by Nvidia chip demand over the next two years, and they have applied a P/E of only 9.5x for their projections, based on Micron's estimated 2027 E...
Just_Super/E+ via Getty Images This year, the sentiment towards Palantir Technologies ( PLTR ) has shifted significantly, given that markets became afraid of the possibility of commoditization of software firms through implementation of AI agents and self-driving software. My assessment is that the market misreads the impact that AI is going to bring about for Palantir. Rather, I believe, Palantir...
Just_Super/E+ via Getty Images This year, the sentiment towards Palantir Technologies ( PLTR ) has shifted significantly, given that markets became afraid of the possibility of commoditization of software firms through implementation of AI agents and self-driving software. My assessment is that the market misreads the impact that AI is going to bring about for Palantir. Rather, I believe, Palantir is trying to position itself as one of the key enablers of scalable implementation of AI. The reason why the stock declined is mainly related to overall sentiments regarding the software industry, not fundamental factors. I believe that the current disconnect in sentiments gives a great entry point for investment. Why The Market May Be Misreading The AI Threat To Palantir Early in 2026, when AI-driven entities exhibited the processes that allowed them to be called self-sufficient, the market went down and lost close to $1 trillion in market capitalization of US software and data service providers. The thing is that the fear came out of nowhere and had no real reasons to exist since the progress of AI continued steadily until it became agentic. Software businesses realized that they could face problems once companies started building applications via agentic models using vibe codes. Data by YCharts PLTR's decline is mostly driven by the sentiments towards the software industry rather than poor fundamentals. To begin with, the company possesses everything it takes to survive in the conditions where AI is becoming increasingly common. It offers its platform for managing enterprise AI solutions. Yet, instead of taking advantage of this opportunity, investors punished it as if it was in trouble just like any other software provider. Yet as better AI models emerge, the enterprise environment is going to need platforms for deploying them. Most significant among all these trends is the 133% increase in revenues from commercial sources versus only an 84% increase from the US govern...
Just_Super/E+ via Getty Images This year, the sentiment towards Palantir Technologies ( PLTR ) has shifted significantly, given that markets became afraid of the possibility of commoditization of software firms through implementation of AI agents and self-driving software. My assessment is that the market misreads the impact that AI is going to bring about for Palantir. Rather, I believe, Palantir...
Just_Super/E+ via Getty Images This year, the sentiment towards Palantir Technologies ( PLTR ) has shifted significantly, given that markets became afraid of the possibility of commoditization of software firms through implementation of AI agents and self-driving software. My assessment is that the market misreads the impact that AI is going to bring about for Palantir. Rather, I believe, Palantir is trying to position itself as one of the key enablers of scalable implementation of AI. The reason why the stock declined is mainly related to overall sentiments regarding the software industry, not fundamental factors. I believe that the current disconnect in sentiments gives a great entry point for investment. Why The Market May Be Misreading The AI Threat To Palantir Early in 2026, when AI-driven entities exhibited the processes that allowed them to be called self-sufficient, the market went down and lost close to $1 trillion in market capitalization of US software and data service providers. The thing is that the fear came out of nowhere and had no real reasons to exist since the progress of AI continued steadily until it became agentic. Software businesses realized that they could face problems once companies started building applications via agentic models using vibe codes. Data by YCharts PLTR's decline is mostly driven by the sentiments towards the software industry rather than poor fundamentals. To begin with, the company possesses everything it takes to survive in the conditions where AI is becoming increasingly common. It offers its platform for managing enterprise AI solutions. Yet, instead of taking advantage of this opportunity, investors punished it as if it was in trouble just like any other software provider. Yet as better AI models emerge, the enterprise environment is going to need platforms for deploying them. Most significant among all these trends is the 133% increase in revenues from commercial sources versus only an 84% increase from the US govern...
Seeking Alpha reports that Palantir Technologies' commercial revenue rose 133% year-over-year, bookings reached $1.2B, and remaining deal value grew 98% YoY. Seeking Alpha also reports that adjusted operating margin hit 60% in Q1 2026 and that annual free cash flow guidance stands at $4.2-4.4B on $7.65B revenue. The article highlights a market cap of $328.14B and a forward P/E of 93.52. Editorial ...
Seeking Alpha reports that Palantir Technologies' commercial revenue rose 133% year-over-year, bookings reached $1.2B, and remaining deal value grew 98% YoY. Seeking Alpha also reports that adjusted operating margin hit 60% in Q1 2026 and that annual free cash flow guidance stands at $4.2-4.4B on $7.65B revenue. The article highlights a market cap of $328.14B and a forward P/E of 93.52. Editorial analysis: Seeking Alpha frames the recent share-price weakness as broader negative sentiment in the software sector rather than a fundamentals-driven deterioration, and argues the data points indicate continued enterprise adoption of AI.
(RTTNews) - Raytheon, an RTX (RTX) business, in collaboration with Northrop Grumman, has been awarded a phase two contract from the Defense Advanced Research Projects Agency Burn n' Go program to continue the development of a new solid rocket motor design. Under the phase two contract, Raytheon's Advanced Technology team will further mature and scale its solution, followed by a series of demonstra...
(RTTNews) - Raytheon, an RTX (RTX) business, in collaboration with Northrop Grumman, has been awarded a phase two contract from the Defense Advanced Research Projects Agency Burn n' Go program to continue the development of a new solid rocket motor design. Under the phase two contract, Raytheon's Advanced Technology team will further mature and scale its solution, followed by a series of demonstrations to show how it performs in rocket motor configurations. As prime on the contract, Raytheon is partnering with Northrop Grumman's Allegany Ballistic Laboratory, which has expertise in solid rocket motor design and manufacturing. The team also includes Luna Innovations, contributing its material development capabilities. In pre-market trading on NYSE, RTX shares are up 0.24 percent to $177.47. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Colorsandia/iStock via Getty Images Back in February 2025, I rated Leidos ( LDOS ) a strong buy when the stock was sitting around $140, arguing that DOGE-driven fears about federal contract disruption were overblown and that the backlog, margin quality, and valuation provided more than sufficient protection. Since then, the stock ran to $205 before selling off sharply. Today it sits at approximate...
Colorsandia/iStock via Getty Images Back in February 2025, I rated Leidos ( LDOS ) a strong buy when the stock was sitting around $140, arguing that DOGE-driven fears about federal contract disruption were overblown and that the backlog, margin quality, and valuation provided more than sufficient protection. Since then, the stock ran to $205 before selling off sharply. Today it sits at approximately $129, near its 52-week lows, I think the market has got it wrong again. Since my August 2025 update , fundamentals have actually improved. Leidos closed its $2.4 billion acquisition of ENTRUST in March 2026, expanding its cybersecurity and digital infrastructure business. Management said the deal would be immediately accretive to EPS in 2026, with more gains expected as synergies build over time. The acquisition also added roughly $500M to FY'26 revenue guidance. At the same time, the Golden Dome missile defense initiative has become a major government priority. Leidos already plays a key role in integrated air defense systems, and the recent $617 million Army contract for IFPC Increment 2 launchers reinforces its positioning as one of the likely beneficiaries. Following the quarter, it also won another $2.7 billion contract with the Army for hypersonic weapons. Meanwhile, the stock has given back all of last year’s gains as investors circle back to concerns around federal spending uncertainty. But in my view, the underlying business performance doesn’t justify the level of pessimism currently priced into the shares. A look at Q1'26 results When looking at the latest quarterly results for Leidos, Q1 revenue was 4% higher than last year at $4.4 billion, and surpassed the $4.29 billion consensus estimate by $110 million or about 2.6%. EPS of $3.13 grew 5% and beat the $2.91 consensus by 7.6%. EBITDA of $614 million represented a 14.0% margin. The backlog stood at $48.4 billion. Seeking Alpha Company Filings By segment, the Intelligence & Digital business increased 7% compa...
In this video, I will talk about SoFi (NASDAQ: SOFI) and the recent J.P. Morgan 54th Annual Global Technology, Media and Communications Conference. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 20, 2026. The video was published on May. 20, 2026. Continue reading
In this video, I will talk about SoFi (NASDAQ: SOFI) and the recent J.P. Morgan 54th Annual Global Technology, Media and Communications Conference. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 20, 2026. The video was published on May. 20, 2026. Continue reading
Curaleaf Holdings ( CURLF ) has approved a 1-for-3 reverse stock split of its shares, effective on or about June 5, 2026. The reverse stock split is being effected to ensure the company meets share price level criteria established by U.S. exchanges, as ongoing regulatory developments may provide an opportunity to uplist to a U.S. stock exchange. It is also to ensure the company's shares trade abov...
Curaleaf Holdings ( CURLF ) has approved a 1-for-3 reverse stock split of its shares, effective on or about June 5, 2026. The reverse stock split is being effected to ensure the company meets share price level criteria established by U.S. exchanges, as ongoing regulatory developments may provide an opportunity to uplist to a U.S. stock exchange. It is also to ensure the company's shares trade above limits set by retail brokerage firms, the company added. Curaleaf currently has 698M subordinate voting shares outstanding, and the reverse stock split will reduce the issued and outstanding subordinate voting shares to ~232M subordinate voting shares. Source: Press Release More on Curaleaf Holdings, Inc. Curaleaf Benefits From Cannabis Rescheduling And International Growth Curaleaf Q1 2026 Earnings Preview Historical earnings data for Curaleaf Holdings, Inc.
(RTTNews) - Progyny, Inc. (PGNY), a women's health and family building solutions company, Tuesday announced that it has been authorized to repurchase up to $200 million of its common stock. The buyback program will be funded by cash. In pre-market activity, PGNY shares were trading at $25.14, up 1.04% on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author a...
(RTTNews) - Progyny, Inc. (PGNY), a women's health and family building solutions company, Tuesday announced that it has been authorized to repurchase up to $200 million of its common stock. The buyback program will be funded by cash. In pre-market activity, PGNY shares were trading at $25.14, up 1.04% on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
TeraWulf ( WULF ) said it has acquired a hyperscale high-performance computing development site in Eastern Kentucky from Industrial Equity Partners. Located within the 1,000-acre EastPark Industrial Park, the Muskie Data Campus is expected to support more than 1 gigawatt of data center capacity over time. Delivery of the initial 500 megawatts is expected to ramp beginning in the second half of 202...
TeraWulf ( WULF ) said it has acquired a hyperscale high-performance computing development site in Eastern Kentucky from Industrial Equity Partners. Located within the 1,000-acre EastPark Industrial Park, the Muskie Data Campus is expected to support more than 1 gigawatt of data center capacity over time. Delivery of the initial 500 megawatts is expected to ramp beginning in the second half of 2028, with an additional 500 MW targeted for delivery in the second half of 2030. The acquisition meaningfully expands TeraWulf’s portfolio of large-scale, energy-advantaged digital infrastructure campuses. Kentucky Power, an AEP Company, is constructing a 345 kV substation connected to the existing 765 kV transmission network, providing utility-scale power infrastructure designed to support the full 1+ GW campus. WULF +5.5% premarket to $24.09. More on TeraWulf TeraWulf Soars To New 4Y Highs, Driven By AI/Power Exuberance TeraWulf: Entering Execution Phase TeraWulf Inc. (WULF) Q1 2026 Earnings Call Transcript Cipher, Hut 8, TeraWulf initiated with Buy at Jefferies amid AI data center pivot Twenty One Capital sees lowest short interest in April among mid-mega cap firms
The beneficiaries of the artificial intelligence buildout are spreading far beyond technology high-flyers. Laura Lau found one in seasoning maker Ajinomoto Co. The Tokyo-based company is best known for making monosodium glutamate, or MSG, a flavor enhancer used in soups and vegetables. Its lesser-known business, called Build-Up Film , or ABF, makes insulating film used to package high-performance ...
The beneficiaries of the artificial intelligence buildout are spreading far beyond technology high-flyers. Laura Lau found one in seasoning maker Ajinomoto Co. The Tokyo-based company is best known for making monosodium glutamate, or MSG, a flavor enhancer used in soups and vegetables. Its lesser-known business, called Build-Up Film , or ABF, makes insulating film used to package high-performance semiconductors. Lau, chief investment officer at Toronto-based Brompton Funds, bought Ajinomoto’s shares in July, and then added more in October. The stock has gained 61% so far in 2026, on track for its best year since 1986. “I call them WTF charts,” she said of a collection of stock charts including Ajinomoto’s which, on the surface, don’t make a lot of sense. It’s the latest example that shows the second-order beneficiaries of the artificial intelligence revolution are not confined to technology megacaps in Silicon Valley. As firms like Meta Platforms Inc. , Alphabet Inc. and Microsoft Corp. spend hundreds of billions of dollars building out artificial intelligence infrastructure, Lau said she’d “rather be on the receiving end of the money rather than where it’s flowing out of.” Ajinomoto holds more than 95% of global market share for insulating materials used in personal computers and data center servers, according to its website . The company said in its earnings report in May that the frozen food segment declined last fiscal year due to recalls, but the semiconductor film business posted “significant profit growth.” The film is “high-margin, high-moat business that acts as a powerful earnings engine for Ajinomoto, even if seasoning and foods remain the largest by revenue,” said Lau, who is chief investment officer at the firm that oversees $2 billion. It’s one of the stocks her team has found as they seek second- and third-order winners from the AI buildout. Other areas Lau has been looking at include helium producers since the noble gas is used to cool equipment in d...
Ferrari is going electric, and that’s a worry for Wall Street. The EV is named the Luce, after the Italian word for light. Former Apple chief design officer Jony Ive helped create the car, which Ferrari said would sell for a starting price of 550,000 euros ($640,000).
Ferrari is going electric, and that’s a worry for Wall Street. The EV is named the Luce, after the Italian word for light. Former Apple chief design officer Jony Ive helped create the car, which Ferrari said would sell for a starting price of 550,000 euros ($640,000).