Amazon (AMZN) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this online retailer have returned +2% over the past month versus the Zacks S&P 500 composite's +4.4% change. The Zacks Internet - Commerce industry, to which Amazon belongs, has lost 1% over this period...
Amazon (AMZN) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this online retailer have returned +2% over the past month versus the Zacks S&P 500 composite's +4.4% change. The Zacks Internet - Commerce industry, to which Amazon belongs, has lost 1% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, Amazon is expected to post earnings of $1.82 per share, indicating a change of +8.3% from the year-ago quarter. The Zacks Consensus Estimate has changed +3.4% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $8.85 points to a change of +23.4% from the prior year. Over the last 30 days, this estimate has changed +0.1%. For the next fiscal year, the consensus earnings estimate of $10.02 indicates a change...
The Fitbit Air, a new $100 screenless wearable from Alphabet Inc. ’s Google, represents a major evolution in what consumers can expect from fitness trackers as tech companies race into an era of personalized health and artificial intelligence-powered wellness insights. It’s also undeniably an answer to the rise of Whoop Inc. , a maker of fitness trackers that has found an eager fanbase in recent y...
The Fitbit Air, a new $100 screenless wearable from Alphabet Inc. ’s Google, represents a major evolution in what consumers can expect from fitness trackers as tech companies race into an era of personalized health and artificial intelligence-powered wellness insights. It’s also undeniably an answer to the rise of Whoop Inc. , a maker of fitness trackers that has found an eager fanbase in recent years among athletes and health-minded consumers. Whoop now has more than 2.5 million subscribers and a valuation exceeding $10 billion . Like smart ring pioneer Oura Health Oy, Whoop has taken a broad approach to fitness by proactively monitoring users’ health and formulating detailed plans to help achieve their desired outcome. For this audience, spitting out workout statistics and daily step counts — the bread and butter of conventional fitness trackers — is no longer enough: They want a much fuller understanding of their progress. Google is trying to appease that crowd while also appealing to a much wider swath of mainstream consumers. The Basics The Fitbit Air flips the script on Whoop’s business model. The search giant is charging consumers for the hardware up front and hoping they’ll see added value in an optional $10-a-month Google Health Premium subscription that adds extra features not available in the free version. Whoop, meanwhile, doesn’t charge for the hardware itself, but requires users to sign up for membership plans that start at $200 a year, without which the device is useless. If you buy the Fitbit Air and never pay Google another dime, you’ll be covered with basics like activity tracking and sleep tracking, as well as the ability to log nutrition and view metrics around heart rate, heart rate variability, breathing rate, blood oxygen and more. None of these are paywalled, and they should offer plenty for casual users who just want a better sense of whether they’re being active enough throughout the day, or why their sleep isn’t feeling restorative. But th...
Alphabet Inc. (GOOG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this company have returned +8.9%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Internet - Services industry, which Alphabet fal...
Alphabet Inc. (GOOG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this company have returned +8.9%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Internet - Services industry, which Alphabet falls in, has gained 10%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Alphabet is expected to post earnings of $2.85 per share for the current quarter, representing a year-over-year change of +23.4%. Over the last 30 days, the Zacks Consensus Estimate has changed +2%. The consensus earnings estimate of $14.29 for the current fiscal year indicates a year-over-year change of +32.2%. This estimate has changed +24% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $14.72 indicates a change of ...
Alphabet Inc. (GOOG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this company have returned +8.9%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Internet - Services industry, which Alphabet fal...
Alphabet Inc. (GOOG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this company have returned +8.9%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Internet - Services industry, which Alphabet falls in, has gained 10%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Alphabet is expected to post earnings of $2.85 per share for the current quarter, representing a year-over-year change of +23.4%. Over the last 30 days, the Zacks Consensus Estimate has changed +2%. The consensus earnings estimate of $14.29 for the current fiscal year indicates a year-over-year change of +32.2%. This estimate has changed +24% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $14.72 indicates a change of ...
Alphabet Inc. (GOOG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this company have returned +8.9%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Internet - Services industry, which Alphabet fal...
Alphabet Inc. (GOOG) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this company have returned +8.9%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Internet - Services industry, which Alphabet falls in, has gained 10%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Alphabet is expected to post earnings of $2.85 per share for the current quarter, representing a year-over-year change of +23.4%. Over the last 30 days, the Zacks Consensus Estimate has changed +2%. The consensus earnings estimate of $14.29 for the current fiscal year indicates a year-over-year change of +32.2%. This estimate has changed +24% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $14.72 indicates a change of ...
Apple (AAPL) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this maker of iPhones, iPads and other products have returned +15.4%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Computer - Micro Computers ...
Apple (AAPL) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this maker of iPhones, iPads and other products have returned +15.4%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Computer - Micro Computers industry, which Apple falls in, has gained 14.8%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Apple is expected to post earnings of $1.86 per share for the current quarter, representing a year-over-year change of +18.5%. Over the last 30 days, the Zacks Consensus Estimate has changed +6.5%. The consensus earnings estimate of $8.74 for the current fiscal year indicates a year-over-year change of +17.2%. This estimate has changed +2.7% over the last 30 days. For the next fiscal year, the consensus earnings estimate of...
Apple (AAPL) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this maker of iPhones, iPads and other products have returned +15.4%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Computer - Micro Computers ...
Apple (AAPL) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this maker of iPhones, iPads and other products have returned +15.4%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Computer - Micro Computers industry, which Apple falls in, has gained 14.8%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Earnings Estimate Revisions Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Apple is expected to post earnings of $1.86 per share for the current quarter, representing a year-over-year change of +18.5%. Over the last 30 days, the Zacks Consensus Estimate has changed +6.5%. The consensus earnings estimate of $8.74 for the current fiscal year indicates a year-over-year change of +17.2%. This estimate has changed +2.7% over the last 30 days. For the next fiscal year, the consensus earnings estimate of...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . EU agriculture ministers are meeting today in Brussels, with soaring fertilizer prices due to the war in the Middle East high on the agenda. Europe is highly dependent on imports of natural gas and ammonia to make fertilizers, and far...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . EU agriculture ministers are meeting today in Brussels, with soaring fertilizer prices due to the war in the Middle East high on the agenda. Europe is highly dependent on imports of natural gas and ammonia to make fertilizers, and farmers have been feeling the squeeze as prices for nitrogen and phosphate-based fertilizers have jumped at the same time as energy input prices have risen. The European Commission earlier this month unveiled a fertilizer plan that seeks to cushion the costs for farmers. It includes a proposal to consider stockpiling fertilizers, as well as an increase in the agricultural reserve in the EU budget. To ease pressure in the near term, the EU on Friday announced it will temporarily lift customs duties on nitrogen-based fertilizers such as urea and ammonia. The impact will be limited as the bloc already imports a significant portion of nitrogen-based fertilizers duty-free. Furthermore, the suspension doesn’t apply to imports from Belarus and Russia due to the war in Ukraine. Ministers today made it clear that they want swift action on the Commission’s proposal. Looking ahead, the bloc’s executive arm is trying to encourage European countries to enhance domestic production and reduce reliance on imports of key inputs. It also wants to encourage an eco-friendly approach to fertilizer production, with Denmark’s Agriculture Minister Jacob Jensen highlighting the potential of green ammonia and biogas initiatives. More controversial is a call by some countries, including France, to exempt fertilizers from CBAM, the EU’s carbon border adjustment mechanism. The measure, which entered into force in January, puts a levy on certain imports that don’t adhere to EU climate standards . So far efforts to secure an exemption from fertilizer have gotten short shrift. Discussions on the future of th...
Dubai, May 26, 2026 (GLOBE NEWSWIRE) -- Vantage Drilling International Ltd. ("Vantage" or the “Company”) reported a net income attributable to shareholders of approximately $0.4 million or $0.03 per diluted share for the three months ended March 31, 2026, based on the weighted average shares outstanding, as compared to a net loss attributable to shareholders of approximately $18.9 million or $1.42...
Dubai, May 26, 2026 (GLOBE NEWSWIRE) -- Vantage Drilling International Ltd. ("Vantage" or the “Company”) reported a net income attributable to shareholders of approximately $0.4 million or $0.03 per diluted share for the three months ended March 31, 2026, based on the weighted average shares outstanding, as compared to a net loss attributable to shareholders of approximately $18.9 million or $1.42 per diluted share for the three months ended March 31, 2025. As of March 31, 2026, Vantage had approximately $65.3 million in cash, including $4.0 million in restricted cash and $11.4 million pre-funded by our Managed Services customers for near-term obligations. In comparison, as of December 31, 2025, Vantage had $97.0 million in cash, including $4.0 million in restricted cash and $10.8 million pre-funded by our Managed Services customers for near-term obligations. The decrease in cash during the quarter included the $17.9 million long-term security deposit provided to ONGC as a performance guarantee for the upcoming Platinum Explorer campaign. Ihab Toma, CEO, commented: "We are pleased to report continued strong operational performance of the Tungsten Explorer in the Republic of the Congo prior to its mobilization to Angola. In addition, the Topaz Driller continues to deliver efficient operations during its ongoing campaign in Malaysia and the Platinum Explorer continues to prepare for its upcoming campaign following the previously announced notification of award for a three-year firm contract valued at approximately $261 million, with an additional one-year option.” Vantage, a Bermuda exempted company, is an offshore drilling contractor. Vantage's primary business is to contract drilling units, related equipment and work crews primarily on a dayrate basis to drill oil and natural gas wells globally for major, national and independent oil and gas companies. Vantage also markets, operates and provides management services in respect of third party-owned drilling units. For...
smrm1977/iStock via Getty Images Quick, what's the S&P 500's return over the past six months? Take a guess, then look down. It probably seems like it would be double digits, right? But then there was that pesky little 9% pullback earlier this year, which was just a little bump in the road for one of the most explosive rallies we've had in this index, ever. Since October of 2022, the S&P 500 has be...
smrm1977/iStock via Getty Images Quick, what's the S&P 500's return over the past six months? Take a guess, then look down. It probably seems like it would be double digits, right? But then there was that pesky little 9% pullback earlier this year, which was just a little bump in the road for one of the most explosive rallies we've had in this index, ever. Since October of 2022, the S&P 500 has been like an escalator. From 3,500 to nearly 7,500. Phenomenal. But also increasingly concerning. Especially with that ominous-looking overvaluation indicator in the form of the Price Percentage Oscillator (PPO) at the bottom of this chart. Markets can stay overvalued for a very long time. Just ask the permabears! Barchart That's a massive gain in the S&P 500 that blew away many other indicators of stock market pace. The average S&P 500 stock ( RSP ) is up only 62%. Small caps ( IWM ) have advanced by 73%. The Dow ( DIA ) is up 76%. And if we strip out tech stocks but still keep the other 10 sectors, including four of the Magnificent 7, that return is 73%. They are all clustered, about 2/3 that of the "market" index. Data by YCharts As I've said here many times, I think that's a problem. But the timing is not the key since that's always a crapshoot. Understanding the risk level and being proactive about being ready, willing, and able to confront it—THAT is my focus. I know from answering so many comments here (4,000 in under four years now, I think) that not all investors care about intentionally trying to limit losses. This article is for those who do. Now the answer to our quiz. 5.4%. That's the six-month S&P 500 return. But when we look here, we see that while such a mark is akin to "average" (think 10-11% long-term annualized stock market return), the range is gaping wide in size. Data by YCharts What will the next six months bring? I can throw out a number like anyone can. And it would be just as worthless to use. But I will say this, as an ardent, career risk manager: I...
HUNG CHIN LIU/iStock via Getty Images Investment Thesis I reinforce my cautious view on the US stock market with a hold rating. This piece is part of my weekly series on macroeconomic data started in November 2024 where I bring a lot of graphs to support my investment theses. In this article I'll share again my perceptions about the market using an analogy of Half Glass Full and Half Glass Empty v...
HUNG CHIN LIU/iStock via Getty Images Investment Thesis I reinforce my cautious view on the US stock market with a hold rating. This piece is part of my weekly series on macroeconomic data started in November 2024 where I bring a lot of graphs to support my investment theses. In this article I'll share again my perceptions about the market using an analogy of Half Glass Full and Half Glass Empty views. At the end of the article, the data regarding the new Fed chair election and its impact on the S&P 500 will draw attention and ratifies a cautious approach. Context Nothing better to exemplify this uncertain and divergent data than the graph below. In the last week the S&P 500 rose while oil prices and yields also rose, which makes no sense. WTI Crude (inv) vs S&P Fut vs 10Y Yield (inv) (Bloomberg, ZH) This phenomenon started in April, when the correlation between the S&P 500 and the inverted prices of oil and 10Y yields was broken. This behavior corroborates my cautious approach in the current market. WTI Crude (inv) vs S&P Fut vs 10Y Yield (inv) since Feb (Bloomberg, ZH) In my last article I used an analogy with a half glass full and a half glass empty to explain this market and I'll do this again. Half Glass Full One irrefutable argument that supports the strong momentum is the earnings growth, which obliterated the consensus estmates. This made investors shift their estimates for the next results, a powerful driver for prices. S*P 500 Q1 Earnings Expectations (Consensus Estimates) (ProCap) One of the biggest examples of strong earnings growth was Nvidia (NASDAQ: NVDA ) (a thermometer of AI). The company released revenue of $81.6 billion (+85% YoY) above estimates, with adjusted earnings per share of $1.87 (+140% YoY). Revenues (Nvidia) Although Nvidia is considered the 'engine' of AI (and maybe of this bull market) the results appear in other companies. For example, Google (NASDAQ: GOOG ) released $467.6 billion in revenue backlog (in the same quarter last year it...
adventtr/iStock via Getty Images I'm Not Changing My Thesis After Micron's Doubling I previewed Micron Technology 's ( MU ) then-upcoming fiscal Q2 2026 earnings release back in early March this year , calling the MU stock a "Buy" as I was expecting another strong double-beating and solid guidance projections from the management team. My previous expectations materialized - more than that, Micron ...
adventtr/iStock via Getty Images I'm Not Changing My Thesis After Micron's Doubling I previewed Micron Technology 's ( MU ) then-upcoming fiscal Q2 2026 earnings release back in early March this year , calling the MU stock a "Buy" as I was expecting another strong double-beating and solid guidance projections from the management team. My previous expectations materialized - more than that, Micron has managed to beat even my bullish assumptions with its Q2 update. So, it's unsurprising that following the Q2 release, the stock has doubled despite some weakness initially (MU fell by almost 30% after the Q2 print as speculators started to take profits, but then it gained back all the losses and reached all-time highs). Looking at the latest news and corporate events, as well as the industry's conditions and trends, I decided that I am not willing to downgrade Micron just yet. My core bullish thesis still seems to be intact - all I can do now is simply adjust my growth projections, matching them with the new reality. What changed for Micron is the new validation it received from Nvidia ( NVDA ) when Micron announced the mass production and volume shipment of its 12-high 36GB HBM4, specifically for NVDA's Vera Rubin (in Q1 2026). Beyond HBM, Micron is co-developing a modular LPDDR5X memory solution for Nvidia's GB300 Grace Blackwell Ultra Superchip, serving as the key (or maybe even the only ) supplier of LPDRAM in the data center for Nvidia's GB product family. What we see in the forward EPS growth levels prices Micron as a typical cyclical company, and I generally agree that memory is cyclical. However, I think the forward estimates are likely to be boosted again as the chip shortage persists, so Micron's repricing to the upside looks like a question of "when," not "if," to me. Why Do I Think So? Micron showed the strongest double-beating in Q2 2026, with revenue and EPS beatings of 20.77% and 33.21%, respectively, according to Seeking Alpha . On an absolute basis, the ...
adventtr/iStock via Getty Images I'm Not Changing My Thesis After Micron's Doubling I previewed Micron Technology 's ( MU ) then-upcoming fiscal Q2 2026 earnings release back in early March this year , calling the MU stock a "Buy" as I was expecting another strong double-beating and solid guidance projections from the management team. My previous expectations materialized - more than that, Micron ...
adventtr/iStock via Getty Images I'm Not Changing My Thesis After Micron's Doubling I previewed Micron Technology 's ( MU ) then-upcoming fiscal Q2 2026 earnings release back in early March this year , calling the MU stock a "Buy" as I was expecting another strong double-beating and solid guidance projections from the management team. My previous expectations materialized - more than that, Micron has managed to beat even my bullish assumptions with its Q2 update. So, it's unsurprising that following the Q2 release, the stock has doubled despite some weakness initially (MU fell by almost 30% after the Q2 print as speculators started to take profits, but then it gained back all the losses and reached all-time highs). Looking at the latest news and corporate events, as well as the industry's conditions and trends, I decided that I am not willing to downgrade Micron just yet. My core bullish thesis still seems to be intact - all I can do now is simply adjust my growth projections, matching them with the new reality. What changed for Micron is the new validation it received from Nvidia ( NVDA ) when Micron announced the mass production and volume shipment of its 12-high 36GB HBM4, specifically for NVDA's Vera Rubin (in Q1 2026). Beyond HBM, Micron is co-developing a modular LPDDR5X memory solution for Nvidia's GB300 Grace Blackwell Ultra Superchip, serving as the key (or maybe even the only ) supplier of LPDRAM in the data center for Nvidia's GB product family. What we see in the forward EPS growth levels prices Micron as a typical cyclical company, and I generally agree that memory is cyclical. However, I think the forward estimates are likely to be boosted again as the chip shortage persists, so Micron's repricing to the upside looks like a question of "when," not "if," to me. Why Do I Think So? Micron showed the strongest double-beating in Q2 2026, with revenue and EPS beatings of 20.77% and 33.21%, respectively, according to Seeking Alpha . On an absolute basis, the ...
The European Central Bank will do whatever is needed to bring consumer-price growth back to target, with officials to have much more information at June’s meeting as they formulate their plans, Governing Council member Olaf Sleijpen said. “The ECB will, of course, do everything in its power to ensure that inflation returns to price stability,” the Dutch central-bank chief said Tuesday in Amsterdam...
The European Central Bank will do whatever is needed to bring consumer-price growth back to target, with officials to have much more information at June’s meeting as they formulate their plans, Governing Council member Olaf Sleijpen said. “The ECB will, of course, do everything in its power to ensure that inflation returns to price stability,” the Dutch central-bank chief said Tuesday in Amsterdam. Policymakers deliberating next month will “have a great deal more data than we did at the previous meeting,” he said. “Based on that, we will decide what to do.” Officials are still balancing inflation pressures stemming from the Iran war and the accompanying surge in energy costs against softer economic growth and financial stability risks. Prices already rose 3% in April, much faster than the ECB’s 2% goal. Executive Board member Isabel Schnabel said in an interview published Tuesday that the ECB should raise interest rates in June, arguing that “given the size and the persistence of the current shock, looking through is no longer an option .” Separately, Chief Economist Philip Lane was more cautious . “What we are, of course, looking at in particular is the extent to which the rise in energy prices – which we have already seen and which has already pushed up headline inflation – is having an impact,” Sleijpen said. “And to what extent that is feeding through into other price indicators – that is, of course, very important.” ECB Should Hike Interest Rates in June, Schnabel Says ECB Likely to Revise Its Inflation Outlook in June, Lagarde Says Big Euro-Zone Economies Are Enduring Unfolding Inflation Shock
The BCM68850 is a standalone 50G PON Gateway SoC that provides an industry-standard ITU-T path for operators to future-proof their networks. The device features: The transition to 50G PON delivers the massive network headroom and deterministic latency required for the next era of broadband. As homes evolve into highly active, always on, edge-compute nodes, residential traffic will increasingly con...
The BCM68850 is a standalone 50G PON Gateway SoC that provides an industry-standard ITU-T path for operators to future-proof their networks. The device features: The transition to 50G PON delivers the massive network headroom and deterministic latency required for the next era of broadband. As homes evolve into highly active, always on, edge-compute nodes, residential traffic will increasingly consist of massive, instantaneous micro-bursts of data. A 50G PON gateway processes and transmits these high-density payloads in a fraction of a millisecond before instantly freeing the channel for the next payload. This rapid execution and increased bandwidth is essential for data-heavy tasks like synchronizing autonomous AI agents and managing multi-stream ultra-high-definition telepresence. This ultra-fast "burst and release" capability guarantees near zero-jitter performance essential for latency-critical applications, while protecting the shared fiber strand from node congestion. Ultimately, deploying 50G CPEs today equips operators to absorb explosive traffic and maximize their hardware lifecycle through the entire Wi-Fi 8 generation. PALO ALTO, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced the BCM68850, the industry’s first 50G ITU-PON home gateway SoC featuring an integrated neural processing unit (NPU) and native Wi-Fi 8 compatibility. This launch completes the industry’s most advanced wireless broadband portfolio, pairing 50G PON with a durable Wi-Fi 8 foundation established across four successive waves of market-leading innovation. This milestone underscores Broadcom’s commitment to architectural consistency at the intelligent edge, offering a comprehensive range of NPU-accelerated solutions across cable, PON, Wi-Fi, and set-top box platforms to ensure a stable and resilient infrastructure for AI offloading and...
In this video, I will cover Nvidia 's (NASDAQ: NVDA) earnings report, discuss the current market state, and explain why the most obvious buys will become even more obvious once the stock rises. 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. 21, 2026. The video was published on May. 21, 2026. Co...
In this video, I will cover Nvidia 's (NASDAQ: NVDA) earnings report, discuss the current market state, and explain why the most obvious buys will become even more obvious once the stock rises. 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. 21, 2026. The video was published on May. 21, 2026. Continue reading
Picsart and Alibaba Cloud Launch AI Video Competition MIAMI, May 26, 2026--(BUSINESS WIRE)--Picsart, the AI-powered design platform with over 130M+ monthly creators, today announced a new creative collaboration with Alibaba Cloud, the digital technology and intelligence backbone of Alibaba Group, to launch its first Happy Horse Awards - a global competition inviting creators to produce original AI...
Picsart and Alibaba Cloud Launch AI Video Competition MIAMI, May 26, 2026--(BUSINESS WIRE)--Picsart, the AI-powered design platform with over 130M+ monthly creators, today announced a new creative collaboration with Alibaba Cloud, the digital technology and intelligence backbone of Alibaba Group, to launch its first Happy Horse Awards - a global competition inviting creators to produce original AI-generated short films using the latest Happy Horse model within Picsart's suite of creative tools. Hovhannes Avoyan, CEO and Founder of Picsart, said: "Creativity has always driven everything we build at Picsart, and spotlighting the fantastic results from the new model, Happy Horse, felt like a natural moment to challenge our community to flex their creativity. Their models set a genuinely high bar for AI-generated content, and with our global creator community at the helm, we’re excited to see an extraordinary range of standout submissions come through." Open to participants aged 18 and over, the competition challenges creators to produce a 15–300 second vertical video short built around a clear story. Entries must be created using the Happy Horse model within Picsart and posted publicly on Instagram, TikTok, YouTube, or another public social platform before the submission deadline of 14 June. The grand prize winner will receive a travel package to attend HumanX Amsterdam, one of the world’s leading AI events, or a $5,000 cash prize, with a shortlist of honorable mentions each receiving $200 worth of Picsart credits . Creators may submit up to ten entries during the submission window, which opens 26 May. Entries will be judged across five criteria: hook quality, social vitality, storytelling, originality and creativity, and visual quality and technique. Winning work should feel native to vertical social feeds — memorable, intentional, and built to be replayed and shared. Picsart has been a pioneer in the generative AI market since 2016, today, the platform has a global a...
Leftist Activists Build Illegal "Autonomous Zone" Around NJ ICE Facility They keep doing it because the consequences are not harsh enough yet, and they enjoy the protection of Democrat politicians and NGO-backed funding. Without support from the Democrat Party and global non-profits, the Anti-ICE movement would not exist. In other words, they're astroturf. Of course, that doesn't stop them from ca...
Leftist Activists Build Illegal "Autonomous Zone" Around NJ ICE Facility They keep doing it because the consequences are not harsh enough yet, and they enjoy the protection of Democrat politicians and NGO-backed funding. Without support from the Democrat Party and global non-profits, the Anti-ICE movement would not exist. In other words, they're astroturf. Of course, that doesn't stop them from causing all kinds of trouble. Federal agents moved within the past 48 hours to break down a make-shift "autonomous zone" built by leftist activists around the New Jersey Delaney Hall ICE facility in Newark. 🚨 NOW: Anti-ICE “protestors” have put a BARRIER outside the ICE facility in Newark, and are BLOCKING vehicles from entering and leaving Is this SERIOUSLY being tolerated now??! Start flooding the street with TEARGAS and FORCE them to move. pic.twitter.com/J7WQy8Pr2n — Nick Sortor (@nicksortor) May 25, 2026 Tear gas and other less-lethal means were deployed after protesters tried to establish encampments and barricades to block vehicles from entering or leaving the site. BREAKING: CLASHES between ICE agents agents and leftist rioters broke out this morning at the ICE facility in Newark, NJ as rioters attempted to BLOCK ICE vehicles ICE ROUGHED UP these twerps. Well done, ICE! 🔥 pic.twitter.com/XFSDZkscBN — Nick Sortor (@nicksortor) May 25, 2026 The primary NGO organizing the NJ actions is The New Jersey Alliance for Immigrant Justice (NJAIJ) , which has been heavily involved in the Delaney protests. These state level NGOs are often two or three layers away from larger organizers and, more often than not, money from globalist foundations like Open Society, Ford Foundation and the Rockefeller Foundation is flowing into their coffers. The strategies employed by activists have become standard - Incite, provoke, sabotage and disrupt until agents respond with force, then let the establishment media cherry pick footage to paint ICE as the villains while Democrat politicians "deman...
A trio of former Palantir executives who helped spearhead that company’s Life Sciences practice have founded a startup called Perceptic that is building an end-to-end AI platform for drug development, handling everything from drug discovery to clinical trial design. The company emerged from stealth today and announced a $12 million seed funding round. London-based venture capital firm Accel led th...
A trio of former Palantir executives who helped spearhead that company’s Life Sciences practice have founded a startup called Perceptic that is building an end-to-end AI platform for drug development, handling everything from drug discovery to clinical trial design. The company emerged from stealth today and announced a $12 million seed funding round. London-based venture capital firm Accel led the funding round, alongside Air Street Capital and Elder Gull. The company’s valuation following the funding round was not disclosed. Perceptic said its software is already being used by multiple top-tier pharmaceutical companies, though it was only allowed to name CSL, the Australian biotechnology company. In the past two years, numerous startups have sprung up to use AI to speed drug discovery. This includes Isomorphic, a spin out from Google DeepMind, robotic lab pioneer Recursion, Insilico Medicine, and many others. But so far, no AI-discovered drugs have made it all the way through human clinical trials and been approved for sale, leading some to question whether AI is living up to the hype around revolutionizing drug development. Tilman Flock, Perceptic’s cofounder and CEO, is a bioscience researcher who spent nearly seven years at Palantir, building the company’s commercial AI platform and helping life sciences companies use it. He tells Fortune that most AI startups targeting drug development have focused on improving just one particular part of the complex process, such as predicting protein structures, or looking for a molecule that will bind with a particular site on a target protein, or trying to optimize the recruitment of patients for clinical trials. Perceptic, by contrast, is pitching itself as the “connective tissue” between those discrete AI tools and the proprietary internal and external data that pharmaceutical companies use to make decisions. “For years, the industry has tried to improve each part of the [drug discovery] process separately, but that’s a ...
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance was impacted by...
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance was impacted by a market favoring momentum-driven stocks over quality factors, alongside company-specific setbacks. In Q1 2026, the US equity market showed mixed results: large-cap indices declined, while mid- and small-cap stocks gained modestly, reflecting a gradual broadening in market participation. Volatility increased, driven by concerns over artificial intelligence and private credit, and further escalated due to the outbreak of conflict in Iran. Despite uncertainty, the Fund focuses on identifying companies that can create value through cycles, particularly where market dislocations provide attractive entry points. In addition, please check the Fund’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Artisan Value Fund highlighted stocks like Amazon.com, Inc. (NASDAQ:AMZN) as a new portfolio addition. Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform. On May 22, 2026, Amazon.com, Inc. (NASDAQ:AMZN) closed at $266.32 per share. One-month return of Amazon.com, Inc. (NASDAQ:AMZN) was 1.99%, and its shares gained 32.50% over the past 52 weeks. Amazon.com, Inc. (NASDAQ:AMZN) has a market capitalization of $2.87 trillion. Artisan Value Fund stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q1 2026 investor letter:
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance was impacted by...
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance was impacted by a market favoring momentum-driven stocks over quality factors, alongside company-specific setbacks. In Q1 2026, the US equity market showed mixed results: large-cap indices declined, while mid- and small-cap stocks gained modestly, reflecting a gradual broadening in market participation. Volatility increased, driven by concerns over artificial intelligence and private credit, and further escalated due to the outbreak of conflict in Iran. Despite uncertainty, the Fund focuses on identifying companies that can create value through cycles, particularly where market dislocations provide attractive entry points. In addition, please check the Fund’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Artisan Value Fund highlighted stocks like Amazon.com, Inc. (NASDAQ:AMZN) as a new portfolio addition. Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform. On May 22, 2026, Amazon.com, Inc. (NASDAQ:AMZN) closed at $266.32 per share. One-month return of Amazon.com, Inc. (NASDAQ:AMZN) was 1.99%, and its shares gained 32.50% over the past 52 weeks. Amazon.com, Inc. (NASDAQ:AMZN) has a market capitalization of $2.87 trillion. Artisan Value Fund stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q1 2026 investor letter: