When the US and Iranian attacks started and internet access was cut off, Iran had only enjoyed full access to the outside world for only about a month following a previous shutdown imposed during January's deadly regime crackdown on anti-government protests.
When the US and Iranian attacks started and internet access was cut off, Iran had only enjoyed full access to the outside world for only about a month following a previous shutdown imposed during January's deadly regime crackdown on anti-government protests.
00:00 Speaker A So here we have a pretty broad rally in chips, but one of these stands out, and that is Micron. Micron shares are up 14% today and that brings the total for the year to almost 200%. What is the catalyst for Micron in particular today? Well, they got a price target boost over at UBS here. You ready for this? 00:20 Speaker A The price target had been $535 from Timothy Arcuri over the...
00:00 Speaker A So here we have a pretty broad rally in chips, but one of these stands out, and that is Micron. Micron shares are up 14% today and that brings the total for the year to almost 200%. What is the catalyst for Micron in particular today? Well, they got a price target boost over at UBS here. You ready for this? 00:20 Speaker A The price target had been $535 from Timothy Arcuri over there. Now it's 1625, 1,625. You see the stock is trading around 855 today. So that leaves a lot of room for upside. 00:40 Speaker A And basically, Arcuri is looking at the structural changes that we have seen in demand for DRAM, which is one of the types of memory and more specifically, of course, the high bandwidth memory that is key to the AI build out that has really lit a fire under this company's earnings and under the stock. 01:00 Speaker A And the structural change is that we have now gone to more long-term agreements for these types of chips. Long-term agreements is not something that was characteristic of the memory space in the past. It was more short-term. Now we're talking about that there's several years in terms of of some of these, um, these agreements. 01:20 Speaker A And basically, the analyst says that up to 30% of volumes industrywide will be soon locked in at pricing that is just slightly below current levels, and these agreements will allow Micron to trade some near-term revenue for demand visibility and a smoother earnings profile. 01:36 Speaker A What's also also industry interesting when Arcuri sort of digs into that 1625 price target that he's put on this here, he says this is based on a 15 times near-term P E multiple. He says, we see no reason why Micron should trade a whole lot differently than Nvidia in terms of PE. 01:56 Speaker A So, thought that was an interesting statement as well. And again, these shares are up another 14% today, and we see lifts in other parts of the memory and storage complex today as a result.
00:00 Speaker A So here we have a pretty broad rally in chips, but one of these stands out, and that is Micron. Micron shares are up 14% today and that brings the total for the year to almost 200%. What is the catalyst for Micron in particular today? Well, they got a price target boost over at UBS here. You ready for this? 00:20 Speaker A The price target had been $535 from Timothy Arcuri over the...
00:00 Speaker A So here we have a pretty broad rally in chips, but one of these stands out, and that is Micron. Micron shares are up 14% today and that brings the total for the year to almost 200%. What is the catalyst for Micron in particular today? Well, they got a price target boost over at UBS here. You ready for this? 00:20 Speaker A The price target had been $535 from Timothy Arcuri over there. Now it's 1625, 1,625. You see the stock is trading around 855 today. So that leaves a lot of room for upside. 00:40 Speaker A And basically, Arcuri is looking at the structural changes that we have seen in demand for DRAM, which is one of the types of memory and more specifically, of course, the high bandwidth memory that is key to the AI build out that has really lit a fire under this company's earnings and under the stock. 01:00 Speaker A And the structural change is that we have now gone to more long-term agreements for these types of chips. Long-term agreements is not something that was characteristic of the memory space in the past. It was more short-term. Now we're talking about that there's several years in terms of of some of these, um, these agreements. 01:20 Speaker A And basically, the analyst says that up to 30% of volumes industrywide will be soon locked in at pricing that is just slightly below current levels, and these agreements will allow Micron to trade some near-term revenue for demand visibility and a smoother earnings profile. 01:36 Speaker A What's also also industry interesting when Arcuri sort of digs into that 1625 price target that he's put on this here, he says this is based on a 15 times near-term P E multiple. He says, we see no reason why Micron should trade a whole lot differently than Nvidia in terms of PE. 01:56 Speaker A So, thought that was an interesting statement as well. And again, these shares are up another 14% today, and we see lifts in other parts of the memory and storage complex today as a result.
Huawei is rewriting the semiconductor rulebook. On Monday, May 25, the Chinese tech giant unveiled a new Huawei chip architecture that sidesteps the foundational assumptions behind U.S. export restrictions. For investors in AI hardware, this development deserves careful attention. What Huawei Actually Proposed He Tingbo, chair of Huawei's Scientist Committee, delivered the announcement at the 2026...
Huawei is rewriting the semiconductor rulebook. On Monday, May 25, the Chinese tech giant unveiled a new Huawei chip architecture that sidesteps the foundational assumptions behind U.S. export restrictions. For investors in AI hardware, this development deserves careful attention. What Huawei Actually Proposed He Tingbo, chair of Huawei's Scientist Committee, delivered the announcement at the 2026 IEEE International Symposium on Circuits and Systems in Shanghai. She introduced the Tau Scaling Law, which replaces traditional geometric miniaturization of transistors with time scaling. Peers have already dubbed it “Her's Law.” Huawei expects its chips, based on the new scaling law, to achieve transistor density equivalent to 1.4nm process nodes by 2031. Furthermore, Kirin chips scheduled to launch in late 2026 will be the first to use LogicFolding. The company has not been experimenting blindly. According to He Tingbo, Huawei already used the Tau Scaling Law to design and mass produce 381 chips over the past six years. China's Export Surge Tells the Bigger Story Huawei's architectural breakthrough is not happening in isolation. It reflects a broader and already measurable shift in China's semiconductor output. According to South China Morning Post, citing Chinese customs data, China's integrated circuit exports reached 349.5 billion units in 2025. Total export value climbed 26.8% year over year to $201.9 billion. Volume rose 17.4% over the same period. Why This Matters Beyond the Headlines The Nvidia Problem That concern is already playing out at the software layer. DeepSeek's latest model included support for China-native chips and Huawei's CANN platform. CANN is also open source, which accelerates its adoption in China and elsewhere. Moreover, if the most capable Chinese AI lab demonstrates that competitive models can be built without Nvidia, the argument for maintaining export controls weakens alongside the argument for buying Nvidia. However, software adoption rema...
Torsten Asmus As earnings season winds down, investors are shifting focus to updated quant ratings following the latest wave of corporate results. The scores offer a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and estimate revisions immediately after reporting their quarterly performance. Of note, the Health Care Select Sector SPDR Fund ETF...
Torsten Asmus As earnings season winds down, investors are shifting focus to updated quant ratings following the latest wave of corporate results. The scores offer a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and estimate revisions immediately after reporting their quarterly performance. Of note, the Health Care Select Sector SPDR Fund ETF ( XLV ), which represents a sector holding a substantial 12.12% weight in the S&P 500, has emerged as a distinct laggard in the current market environment. Year-to-date, the XLV has declined 3.17%, starkly underperforming against the 9.17% gain seen in the broader S&P 500 benchmark index. To evaluate individual opportunities within this lagging sector, Seeking Alpha’s Quant system rates stocks on a scale from 1 to 5. Under this model, scores of 3.5 or above are classified as bullish, while scores of 2.5 or below indicate a bearish assessment. Post-earnings quant scorecard: Below is a summary of mid-cap healthcare companies with market capitalizations between $2B and $10B ranked by their current factor scores. Top-quant rated stocks: PACS Group ( PACS ), Quant Rating: 4.80 , Strong Buy. Indivior Pharmaceuticals ( INDV ), Quant Rating: 4.77 , Strong Buy. Relay Therapeutics ( RLAY ), Quant Rating: 4.73 , Strong Buy. Dianthus Therapeutics ( DNTH ), Quant Rating: 4.72 , Strong Buy. Guardian Pharmacy Services ( GRDN ), Quant Rating: 4.56 , Strong Buy. Bottom-quant rated stocks: Doximity ( DOCS ), Quant Rating: 1.11 , Strong Sell. TransMedics Group ( TMDX ), Quant Rating: 1.11 , Strong Sell. Zai Lab Limited ( ZLAB ), Quant Rating: 1.24 , Strong Sell. Prestige Consumer Healthcare ( PBH ), Quant Rating: 1.28 , Strong Sell. RadNet ( RDNT ), Quant Rating: 1.32 , Strong Sell. More on healthcare stocks after earnings season TransMedics: Despite Earnings Miss, Growth Story Remains Intact Relay Therapeutics, Inc. (RLAY) Presents at ISSVA World Congress 2026: The Latest in Vascular Anomal...
chokchaipoomichaiya/iStock via Getty Images Investment Thesis I am upgrading Arqit Quantum Inc. ( ARQQ ) to a Buy, from my Sell back in December . For those of you who've followed my Quantum coverage long enough, you'd notice I've been bearish on this name since January of last year. I maintained that view through five updates, with the stock in the red since four out of five of them, with the exc...
chokchaipoomichaiya/iStock via Getty Images Investment Thesis I am upgrading Arqit Quantum Inc. ( ARQQ ) to a Buy, from my Sell back in December . For those of you who've followed my Quantum coverage long enough, you'd notice I've been bearish on this name since January of last year. I maintained that view through five updates, with the stock in the red since four out of five of them, with the exception being a 2% gain since my March article during a period when the S&P 500 ( SP500 ) gained 32%. The most recent one was in December as I previously mentioned, when the stock was at $28. I said the company hadn't earned the benefit of the doubt after FY2025 revenue missed consensus and guidance for FY2026 failed to impress against a higher monthly cash burn. That call worked, too, with the stock down close to 38% since then, while the S&P 500 was up around 8.5% during the same period. The Techie In December, I said that the trigger that would make me reconsider was tangible proof of scale through a cocktail of accelerating contract wins, improving revenue visibility, and a clear reduction in cash burn relative to growth. The H1 FY26 print delivered the first two cleanly, missed on the third, and Sparkle's commercial launch of Quantum-Safe Interconnect across 20 Equinix ( EQIX ) data centers globally is the closest thing to the Tier-1 reference I have been waiting for. So, what is making me reconsider the opportunity in Arqit is two factors: I think Arqit's fundamentals and timeline are better, although a lot of work remains, and Quantum is making a visible comeback as a peer group, and this time around, it's not all hype, with government involvement. Stock performance: To understand the setup, you have to understand that Arqit has lagged badly behind the rest of the quantum sector. The stock is down 20% year-to-date. Over that same window, IonQ ( IONQ ) is up over 40%, Quantum Computing ( QUBT ) and Rigetti ( RGTI ) are up about 20% each, and D-Wave ( QBTS ) is up about...
The S&P 500 Index ($SPX) (SPY) today is up +0.72%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.31%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.42%. June E-mini S&P futures (ESM26) are up +0.62%, and June E-mini Nasdaq futures (NQM26) are up +1.33%. Stock indexes are rallying today, with the S&P 500 and Nasdaq 100 posting new all-time highs. Stocks are finding support today from a ...
The S&P 500 Index ($SPX) (SPY) today is up +0.72%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.31%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.42%. June E-mini S&P futures (ESM26) are up +0.62%, and June E-mini Nasdaq futures (NQM26) are up +1.33%. Stock indexes are rallying today, with the S&P 500 and Nasdaq 100 posting new all-time highs. Stocks are finding support today from a drop in crude oil prices and bond yields after officials signaled the US was nearing a deal with Iran to reopen the Strait of Hormuz and restore oil flows. According to the Washington Post, the US and Iran have developed a memorandum that would extend the ceasefire by 60 days as the two sides seek a permanent deal, and if agreed, the Strait of Hormuz would be de-mined and reopened in the meantime. Secretary of State Rubio said negotiations will still "take a few days" as both sides discuss language in an initial document. WTI crude oil fell to a 2.5-week low today, and the 10-year T-note yield fell to a 1.5-week low of 4.47%. However, stock index futures were undercut after the US Central Command said US forces struck Iranian missile-launch sites and boats trying to place mines in the Strait of Hormuz. US economic news today was mixed for stocks. The Apr Chicago Fed National Activity Index rose +0.29 to a 13-month high of 0.14, stronger than expectations of -0.03. Also, the Mar S&P Composite-20 home price index rose +0.83% y/y, a smaller increase than the +0.90% y/y expected and the smallest year-on-year gain in more than 2.5 years. WTI crude oil prices (CLM26) remain extremely volatile and are susceptible to headlines from the Iran war. Crude oil prices fell more than -3% today at a 2.5-week low after the US and Iran said peace talks were progressing. However, crude prices rebounded from their worst levels after US and Israeli jets struck missile sites in Iran and boats laying mines in the Strait of Hormuz. The International Energy Agency (IEA) said in a recently released ...
Hemab Therapeutics will likely see more upside in the wake of its recent public listing due to its progress toward developing the first treatment for a pair of rare bleeding disorders, according to Goldman Sachs. The investment bank, which was one of the company's IPO underwriters, initiated coverage of the biotechnology name with a buy rating. It also put a $36 price target on shares, implying 39...
Hemab Therapeutics will likely see more upside in the wake of its recent public listing due to its progress toward developing the first treatment for a pair of rare bleeding disorders, according to Goldman Sachs. The investment bank, which was one of the company's IPO underwriters, initiated coverage of the biotechnology name with a buy rating. It also put a $36 price target on shares, implying 39% upside from Friday's close. "Our Buy rating is driven by sutacimig's potential to dominate [a few rare bleeding disorder therapy] markets as the solo treatment option and HMB-002 having … potential in a large [Von Willebrand disease] market," analyst Richard Law said Tuesday in a note to clients. Hemab went public on May 4, pricing its IPO at $18. The stock doubled that day, hitting a high of $36.61. Since then, it has traded within a $23 to $29 range. On Tuesday, it popped 7% to around $27.75 as Goldman and other Wall Street shops assigned bullish ratings on shares. One-of-a-kind therapy Hemab aims to treat Glanzmann's thrombasthenia and Factor VII deficiency, two very rare inherited bleeding conditions that inhibit blood clotting, with its trial-stage therapy called sutacimig, according to Law. There are currently no other treatments being developed to treat GT and FVIID, meaning Hemab can aim to entirely capture both markets with sutacimig. And while only about 1,000 patients with either of the two disorders live in the U.S., countries in the Gulf Corporation Council have up to roughly five-times as many constituents suffering from the disorders, per the bank. In an early phase trial of sutacimig, use of the drug led to annualized treated bleeding rate reductions across all dosing regimens studied, without regard to the source and cause of bleeding. Hemab is also working on a therapy called HMB-002 to treat Von Willebrand disease, a more common bleeding disorder — which Goldman thinks could further boost shares.
Elbit Systems (NASDAQ:ESLT) reported a stronger first quarter of 2026, with management highlighting double-digit growth in revenue, operating profit and earnings per share, as well as a record backlog that surpassed $30 billion for the first time. Kobi Kagan, the company’s chief financial officer, said first-quarter revenue rose 15.5% to $2.189 billion, compared with $1.896 billion in the first qu...
Elbit Systems (NASDAQ:ESLT) reported a stronger first quarter of 2026, with management highlighting double-digit growth in revenue, operating profit and earnings per share, as well as a record backlog that surpassed $30 billion for the first time. Kobi Kagan, the company’s chief financial officer, said first-quarter revenue rose 15.5% to $2.189 billion, compared with $1.896 billion in the first quarter of 2025. He said the quarter’s revenue also exceeded the preceding fourth quarter, reflecting “the strong demand we are witnessing from our key markets.” GAAP operating income increased to $205.1 million, or 9.4% of revenue, from $149.7 million, or 7.9% of revenue, a year earlier. On a non-GAAP basis, operating income was $222 million, or 10.1% of revenue, compared with $165.1 million, or 8.7% of revenue, in the prior-year period. GAAP diluted earnings per share rose 42% to $3.34 from $2.35, while non-GAAP diluted EPS increased 51% to $3.87 from $2.57. Kagan said gross margins expanded due to scale and product mix, with GAAP gross margin rising to 25.2% from 24.0% a year earlier. Backlog tops $30 billion Elbit’s backlog reached $30.2 billion as of March 31, 2026, up by more than $7 billion from the end of March 2025. Kagan said approximately 71% of the backlog was generated outside Israel. About 49% of the backlog is scheduled to be performed during the remainder of 2026 and in 2027, with the rest scheduled for 2028 and beyond. The increase in backlog during the quarter came mainly from Israel, Kagan said. President and Chief Executive Officer Bezhalel Machlis said contract awards during the quarter totaled more than $4 billion, nearly double quarterly revenue. Machlis also highlighted a contract announced the morning of the call, valued at approximately $1.4 billion, from a European customer for military modernization programs. He said the five-year contract includes uncrewed autonomous systems, networked land electronic warfare, precision-guided munitions, artillery...
FTSE Russell has released a preliminary list of additions and deletions to its Russell 3000 index. The newly reconstituted indexes take effect after US market close on June 26. The Russell 3000 Index tracks the performance of the 3,000 largest U.S. companies and is designed to represent roughly 98% of the investable U.S. equity market. Information technology firms joining the Russell 3000 Index in...
FTSE Russell has released a preliminary list of additions and deletions to its Russell 3000 index. The newly reconstituted indexes take effect after US market close on June 26. The Russell 3000 Index tracks the performance of the 3,000 largest U.S. companies and is designed to represent roughly 98% of the investable U.S. equity market. Information technology firms joining the Russell 3000 Index include CoreWeave ( CRWV ), Iren Limited ( IREN ), BitMine Immersion ( BMNR ), Wolfspeed ( WOLF ), and Figma ( FIG ). Meanwhile, information technology firms leaving the Russell 3000 Index include MicroVision ( MVIS ), Rezolve AI ( RZLV ), Kulr Technology Group ( KULR ), Airship AI Holdings ( AISP ), and AudioEye Inc. ( AEYE ). More on Technology Figma: 46% Growth At A Discount Amidst Software Apocalypse Figma: Expansion Trends Boost My Confidence (Rating Upgrade) IREN: The Pricing Power Breadcrumbs Are Starting To Add Up KULR Technology announced CFO Shawn Canter's exit, effective May 22 Nebius, CoreWeave, Iren surge as Nvidia discloses H100 rental prices continue to rise
gorodenkoff/iStock via Getty Images Stifel on Monday upgraded Booz Allen Hamilton ( BAH ) to Buy from a previous investment rating of Hold, arguing the government services contractor has been punished enough by investor concerns over federal spending disruptions and slowing growth. Analyst Jonathan Siegmann lowered his price target to $110 from $115 to reflect weaker valuation multiples across the...
gorodenkoff/iStock via Getty Images Stifel on Monday upgraded Booz Allen Hamilton ( BAH ) to Buy from a previous investment rating of Hold, arguing the government services contractor has been punished enough by investor concerns over federal spending disruptions and slowing growth. Analyst Jonathan Siegmann lowered his price target to $110 from $115 to reflect weaker valuation multiples across the sector, though the new target still implies significant upside from Booz Allen’s ( BAH ) closing price of $78.68 on May 22. The report said Booz Allen’s ( BAH ) fundamentals are “slowly improving” while expectations for the company remain muted after the stock fell about 40% over the last 12 months. Stifel noted that only two of 15 sell-side analysts currently rate the shares as a buy. Stifel said the company’s valuation, at roughly 9.7 times projected earnings before interest, taxes, depreciation and amortization, appears attractive given expectations for flat to 4% revenue growth in fiscal 2027. Quarterly revenue declines but margins improve Booz Allen ( BAH ) reported fiscal fourth-quarter revenue of $2.78 billion, below both Stifel and Wall Street estimates. Revenue declined 6.4% from a year earlier, though it increased 6.2% sequentially from the prior quarter. The company posted growth across all three operating segments on a sequential basis, with defense revenue rising 4.4%, intelligence climbing 15% and civil revenue increasing 4.6%. Despite the revenue decline, profitability improved. Adjusted ebitda margin expanded to 11.1% from 10.6% a year earlier, helped by contract execution and cost management efforts. Adjusted earnings per share reached $1.78, well above analyst expectations near $1.35. The company also generated $212 million in free cash flow during the quarter, above Stifel’s estimate of $123 million. Fiscal 2027 guidance points to recovery Booz Allen’s ( BAH ) initial fiscal 2027 guidance calls for revenue between $11.2 billion and $11.7 billion, represe...
Thomas Roell/iStock via Getty Images Introduction Innovative Aerosystems ( ISSC ), formerly known as Innovative Solutions & Support Inc until 2025 (it has been around since 1988), is a Pennsylvania-based OEM [Original Equipment Manufacturer] that provides high-tech avionics products (such as integrated flight deck systems, navigation and communication systems, sensors and control systems, flight a...
Thomas Roell/iStock via Getty Images Introduction Innovative Aerosystems ( ISSC ), formerly known as Innovative Solutions & Support Inc until 2025 (it has been around since 1988), is a Pennsylvania-based OEM [Original Equipment Manufacturer] that provides high-tech avionics products (such as integrated flight deck systems, navigation and communication systems, sensors and control systems, flight actuators, etc.) and services (maintenance and repair) for the commercial air transport, general aviation and defense markets. March 2026 Presentation ISSC’s roster of clients (both OEMs and retrofit specialists) include the who’s who of these markets, and is a credit to the company’s systems integration capabilities (which helps clients in terms of high efficiency, low procurement risk, tight cost-control, faster time to market), which are in turn, buttressed by a deep IP [Intellectual property] base [ 171 global patents linked to their products and systems]. ISSC (with a market-cap of $300M) is so well regarded on this front, that it is now a part of the Nasdaq Innovators Completion Cap Index [NICCI] , which focuses on 200 small-cap stocks with the most valuable patent portfolios (as a function of their respective market-caps). While Innovative Aerosystems enjoys a good reputation in its industry, the financial markets off late, haven’t been too chuffed about the ISSC stock. To elaborate, while an ETF which tracks the NICCI is up by 25% this year, and other global aerospace and defense stocks are up by 43% (on average), ISSC has ended up contracting by -13% on a YTD basis. YCharts So, does ISSC’s bout of weakness this year represent an opportune time to get on board, or are investors better served looking elsewhere? Slower Pace Of Intermediate Topline Growth and Margin Normalization On The Cards If you’re contemplating a position in ISSC now, do be aware that some of the key internal metrics going forward aren’t necessarily going to be in the most dazzling state, at least ...
US consumer confidence edged down in May as views of current economic conditions settled back amid rising prices due to the war in Iran. The Conference Board’s gauge of confidence decreased 0.7 point to 93.1 after an upward revision to the prior month, data released Tuesday showed. The median estimate in a Bloomberg survey of economists was a reading of 92. A gauge of present conditions fell 3.2 p...
US consumer confidence edged down in May as views of current economic conditions settled back amid rising prices due to the war in Iran. The Conference Board’s gauge of confidence decreased 0.7 point to 93.1 after an upward revision to the prior month, data released Tuesday showed. The median estimate in a Bloomberg survey of economists was a reading of 92. A gauge of present conditions fell 3.2 points to 121.2 while a measure of expectations for the next six months rose in May to 74.4. The report adds to evidence of growing anxiety among American consumers about the high cost of living. The recent spike in fuel prices is particularly challenging for lower-income households despite a largely stable labor market and few signs of broad layoffs. A separate measure of consumer sentiment, released last week by the University of Michigan, dropped to a fresh record low in May as long-term inflation expectations worsened notably and views about personal finances deteriorated. While consumer spending has been resilient , partly helped by tax refunds, economists expect demand growth to be moderate into 2027. “Consumer confidence edged downward in May as the inflationary impacts of the war in the Middle East intensified,” Dana Peterson , chief economist at the Conference Board, said in a statement.
quantic69/iStock via Getty Images I am revisiting my thesis on IonQ, Inc. ( IONQ ) after my last strong sell rating back in March 2025. To be clear, most of my bearishness on the stock back then was due to the fact that the markets were in risk-off mode. In that landscape, narrative stocks tend to underperform, so I downgraded from my strong buy back in November 2024. Seeking Alpha I haven't visit...
quantic69/iStock via Getty Images I am revisiting my thesis on IonQ, Inc. ( IONQ ) after my last strong sell rating back in March 2025. To be clear, most of my bearishness on the stock back then was due to the fact that the markets were in risk-off mode. In that landscape, narrative stocks tend to underperform, so I downgraded from my strong buy back in November 2024. Seeking Alpha I haven't visited the quantum mania names in over a year now, as I was quite busy researching AI bottlenecks. Given the U.S. government announcement of $2.013 billion of CHIPS Act LOIs for quantum computing and quantum foundry companies last week, I am revisiting this group, as the markets are in risk-on mode. NIST Interestingly, IonQ is not in the direct recipients list. The stock is up since last Thursday, anyway. Whoever said logic applies to quantum names is not really tuned in with this pocket in the market. In this piece, I review one of the company's latest acquisitions: SkyWater. If everything goes well from a regulatory perspective, it should close in Q2 or Q3 2026. I think this acquisition is a double-edged sword, but I think it carries more upside than downside. Below, I explain my thoughts, and I upgraded back to a speculative buy. The SkyWater Acquisition Let’s put things into context first. SkyWater Technology is the largest exclusively U.S.-based pure-play semiconductor foundry. As a fun fact, SkyWater has a DMEA Category 1A Trusted accreditation (which, in plain English, is the defense establishment's most demanding standard for secure chip manufacturing). In terms of revenue, SkyWater Technology reported full-year 2025 sales of $442 million, up 29% year-over-year, and had projected $600 million in 2026 revenue before the merger announcement. SkyWater For reference, IonQ’s guidance for FY26 includes $265 million in revenue. IonQ So, post-close, if SkyWater is on track toward $600 million in its own revenue, the combined entity could have total consolidated revenue exceedin...
Cameron Norrie suffered heartbreak at the French Open as he was forced to retire injured from his first-round match - the first time he has done so at a Grand Slam. The British number one sustained a rib injury in the build-up to Roland Garros after he "overdid it with the preparation". Norrie took the court on a sweltering Tuesday afternoon in Paris and kept in touch with Paraguay's Adolfo Daniel...
Cameron Norrie suffered heartbreak at the French Open as he was forced to retire injured from his first-round match - the first time he has done so at a Grand Slam. The British number one sustained a rib injury in the build-up to Roland Garros after he "overdid it with the preparation". Norrie took the court on a sweltering Tuesday afternoon in Paris and kept in touch with Paraguay's Adolfo Daniel Vallejo for much of the first set. However, the 30-year-old struggled to move after missing four set points in a tight tie-break and going a break down at the start of the second. Norrie called for the doctor and the trainer after losing his serve, pointing at his rib as he sat in the shade. He told his team "every serve is a struggle" but still opted to see out the next game. But Norrie could barely push up off the ground to serve and approached the net when trailing 7-6 (9-7) 2-0. Norrie retired at a Futures event in 2014 - a competition held on the lower tier of the men's tour - but had previously never retired at a Grand Slam or ATP Tour tournament. It is a blow to Norrie, having reached the fourth round last year, but it is also the safest option with Wimbledon beginning in just over four weeks. The retirement leaves Jacob Fearnley as the only remaining Briton in the men's singles, with Jack Draper missing the clay-court Grand Slam with injury.
The stock-split conversation is heating up again. KLA announced a 10-for-1 forward split in May 2026, and Booking Holdings completed a 25-for-1 split announced in February 2026. With two marquee names in the four-digit club resetting their share prices in the same year, investors are combing through the rest of the high-priced list looking for ... 4 Mega-Cap Stocks Positioned for a Potential Split
The stock-split conversation is heating up again. KLA announced a 10-for-1 forward split in May 2026, and Booking Holdings completed a 25-for-1 split announced in February 2026. With two marquee names in the four-digit club resetting their share prices in the same year, investors are combing through the rest of the high-priced list looking for ... 4 Mega-Cap Stocks Positioned for a Potential Split