Prateep Suttiso/iStock via Getty Images AAPL stock: structural shift of agentic AI underway I last covered Apple Inc. (NASDAQ: AAPL ) on April 15 with a preview for its FQ2 earnings report. The article rated the stock as a hold. Since that writing, the company has released its actual FQ2 ER. More than that, most of the other hyperscalers have already provided their earnings updates and revised gui...
Prateep Suttiso/iStock via Getty Images AAPL stock: structural shift of agentic AI underway I last covered Apple Inc. (NASDAQ: AAPL ) on April 15 with a preview for its FQ2 earnings report. The article rated the stock as a hold. Since that writing, the company has released its actual FQ2 ER. More than that, most of the other hyperscalers have already provided their earnings updates and revised guidance for full year 2026.As such, the goal of this follow-up article is twofold. Firstly, I wanted to review AAPL’s ER with an emphasis on the updates that were not expected in my preview article. Secondly and probably more importantly, I also wanted to review its ER under the context of other hyperscalers’ update. In the end, the takeaway that truly standout in my mind is the development of agentic AI. Based on the updates provided by AAPL and other hyperscalers, I see a structural shift of agentic AI applications from model developments to trusted endpoint. Under this macroscopic view, I see AAPL’s installed device base as one the best positioned endpoints in the market, which could easily justify its premium valuation or even trigger a further revaluation. These considerations have led me to upgrade my rating to buy. Since the actual ER was released about 1 month ago (on April 30), let me start with a quick recap of the numbers to refresh our memory and better motivate the rest of the discussion. As shown in the following screenshot, the company delivered another strong quarter without double-digits YOY growth rates on both lines. Normalized EPS reached $2.01 and represents a 21.8% YOY growth, while sales exceeded $111 billion and represent a 16.6% YOY growth. More importantly, in contrast to many other hyperscalers, who are currently obsessed with (or terrified of depending on your perspective) aggressive AI-related capex, Apple’s robust growth was fueled by very little capex investment, as detailed next. Seeking Alpha AAPL Stock Monetizes AI Without capex Burden Diggin...
Storyhouse, Chester Kit Green takes on all the characters in an imaginative interpretation of the 1925 day-in-the-life novel As Clarissa Dalloway wafts about the stage, welcoming her audience indiscriminately before instigating party games, the essence of Virginia Woolf’s scrupulous socialite appears to be missing. But this stage adaptation – co-written by Jen Heyes, who directs, and Kit Green, wh...
Storyhouse, Chester Kit Green takes on all the characters in an imaginative interpretation of the 1925 day-in-the-life novel As Clarissa Dalloway wafts about the stage, welcoming her audience indiscriminately before instigating party games, the essence of Virginia Woolf’s scrupulous socialite appears to be missing. But this stage adaptation – co-written by Jen Heyes, who directs, and Kit Green, who performs – is a playful re-examination of the novel, wrapped up as a multimedia-driven solo show. Heyes has been experimenting with cine-theatre for some time. The format evokes the work of Australian director Kip Williams, though it’s simpler than his West End blockbusters, Sarah Snook’s The Picture of Dorian Gray and Cynthia Erivo’s Dracula . In Heyes’s production, featuring Monika Koeck’s video design, Green’s Clarissa similarly interacts with many characters on screen, who she also portrays. At Storyhouse, Chester , until 6 June. Then at Harlow Playhouse, Essex , 10-11 June; Wilton’s Music Hall, London , 16-20 June; and Home, Manchester , 24-26 September Continue reading...
South Korea’s ruling Democratic Party is projected to make sweeping gains in local elections on Wednesday, an exit poll showed, but a close race in the key city of Busan left it unclear whether President Lee Jae-myung’s party could claim a landslide victory. Voting had largely closed in the first nationwide ballot since Lee’s snap presidential election victory last year. Voters were choosing mayo...
South Korea’s ruling Democratic Party is projected to make sweeping gains in local elections on Wednesday, an exit poll showed, but a close race in the key city of Busan left it unclear whether President Lee Jae-myung’s party could claim a landslide victory. Voting had largely closed in the first nationwide ballot since Lee’s snap presidential election victory last year. Voters were choosing mayors and governors in 16 cities and provinces in a contest widely seen as an assessment of Lee’s first...
D-Keine/iStock via Getty Images Utilities stocks are showing improving earnings momentum as analysts raise profit expectations across several segments of the sector, including water utilities, natural gas distributors, electric power providers, and multi-utility operators. Strong EPS revision trends are often closely watched by investors because upward earnings estimate revisions can signal improv...
D-Keine/iStock via Getty Images Utilities stocks are showing improving earnings momentum as analysts raise profit expectations across several segments of the sector, including water utilities, natural gas distributors, electric power providers, and multi-utility operators. Strong EPS revision trends are often closely watched by investors because upward earnings estimate revisions can signal improving demand conditions, favorable regulatory environments, and stronger operational performance. Seeking Alpha’s EPS Revision Quant Grades rank stocks based on changes in analysts’ earnings estimates using a grading scale that ranges from F to A+. The latest utilities sector screen highlights companies spanning multiple utility industries, reflecting broad-based improvements in earnings expectations across the defensive sector. Leading the rankings are American States Water ( AWR ) and Northwest Natural Holding ( NWN ), both earning the highest possible A+ EPS Revision Grade. The screen also includes several major electric and gas utility providers, with American Electric Power ( AEP ), Atmos Energy ( ATO ), and Consolidated Edison ( ED ) following closely behind with strong A grades. The list represents a broad cross-section of the utilities sector, including regulated water utilities, natural gas distribution companies, electric power providers, and diversified utility operators. Additional names featured include New Jersey Resources ( NJR ), Southwest Gas Holdings ( SWX ), CMS Energy ( CMS ), Entergy ( ETR ), and Hawaiian Electric Industries ( HE ). While the top two companies earned A+ EPS Revision Grades, the remaining utilities names hold strong A or A- ratings, signaling continued analyst optimism across several utility subsectors despite the traditionally defensive nature of the industry. Top utilities stocks by EPS Revision Grade: American States Water ( AWR ) - EPS Revision Grade: A+ Northwest Natural Holding ( NWN ) - EPS Revision Grade: A+ American Electric Power...
Restart Life Sciences ( NMLSF ) has appointed Inez Ho as CFO, effective immediately. Ho succeeds Rebecca Hudson, who has resigned from her role to pursue other commitments. Bringing over 12 years of corporate compliance, financial reporting, and capital markets experience—including IPOs and reverse takeovers. Ho currently serves as Senior Manager at Zeus Accounting Solutions Corp. She previously h...
Restart Life Sciences ( NMLSF ) has appointed Inez Ho as CFO, effective immediately. Ho succeeds Rebecca Hudson, who has resigned from her role to pursue other commitments. Bringing over 12 years of corporate compliance, financial reporting, and capital markets experience—including IPOs and reverse takeovers. Ho currently serves as Senior Manager at Zeus Accounting Solutions Corp. She previously held key finance roles at companies including Zepp Health. The executive transition comes as Restart Life aggressively streamlines internal infrastructure, optimizes its newly secured purchase order financing, and targets rapid revenue growth in the functional food space. Following its recent acquisition of Holy Crap Foods Inc . More on Restart Life Sciences Corp. Financial information for Restart Life Sciences Corp.
Thor press release ( THO ): Q3 GAAP EPS of $1.86 misses by $0.07 . Revenue of $2.78B (-3.8% Y/Y) beats by $130M . More on Thor THOR Industries: Technicals And Valuations Are In Sync, But Market Risks May Offset Them High gas prices, macro uncertainty put the brakes on RV recovery—Citi Research Seeking Alpha’s Quant Rating on Thor Historical earnings data for Thor Dividend scorecard for Thor
Thor press release ( THO ): Q3 GAAP EPS of $1.86 misses by $0.07 . Revenue of $2.78B (-3.8% Y/Y) beats by $130M . More on Thor THOR Industries: Technicals And Valuations Are In Sync, But Market Risks May Offset Them High gas prices, macro uncertainty put the brakes on RV recovery—Citi Research Seeking Alpha’s Quant Rating on Thor Historical earnings data for Thor Dividend scorecard for Thor
In this article UK10Y Follow your favorite stocks CREATE FREE ACCOUNT Mayor of Greater Manchester Andy Burnham. Leon Neal | Getty Images News | Getty Images Andy Burnham, the frontrunner to overthrow U.K. Prime Minister Keir Starmer, abruptly cancelled a call aimed at placating investors nervous about his potential policy mix on Monday, the FT reported . Burnham — who is not yet a sitting member o...
In this article UK10Y Follow your favorite stocks CREATE FREE ACCOUNT Mayor of Greater Manchester Andy Burnham. Leon Neal | Getty Images News | Getty Images Andy Burnham, the frontrunner to overthrow U.K. Prime Minister Keir Starmer, abruptly cancelled a call aimed at placating investors nervous about his potential policy mix on Monday, the FT reported . Burnham — who is not yet a sitting member of the U.K. parliament — will run in the June 18 by-election in Makerfield, north-west England. If he wins the seat, he is widely expected to launch a formal challenge to usurp Starmer's position. Starmer's premiership has been under intense pressure following a crushing defeat for the ruling Labour Party in the U.K.'s local elections. Political instability and Burnham's bid to return to Westminster has sent jitters through the U.K.'s government bond market in recent weeks, amid expectations that he would be a tack to the left from Starmer and ramp up borrowing. The U.K. has the highest borrowing costs in the G7, with yields on its long-term gilts trading well above the critical 5% threshold. d' title='Interactive or visual content' class='flourish-embed-iframe' frameborder='0' scrolling='no' style='width:100%;height:600px;' sandbox='allow-same-origin allow-forms allow-scripts allow-downloads allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation'> Burnham, who last week wrote an op-ed calling for the nationalization of key industries and strong regulatory control over Big Tech and AI, has said in the past that politicians should not be "in hock to the bond markets" — comments he recently rowed back from. According to the FT, Burnham was scheduled to participate in a call hosted by political advisory Signum Global Advisors to discuss various talking points, including "balancing fiscal policy change with bond market pressure." Sources told the publication that the call was postponed shortly before it was slated to begin, with participants told it ...
June S&P 500 E-Mini futures (ESM26) are trending down -0.05% this morning as oil prices and bond yields climbed after the U.S. and Iran exchanged heavy fire in the Persian Gulf.
June S&P 500 E-Mini futures (ESM26) are trending down -0.05% this morning as oil prices and bond yields climbed after the U.S. and Iran exchanged heavy fire in the Persian Gulf.