J Studios/DigitalVision via Getty Images Introduction Admittedly, my timing with French multinational business services provider Teleperformance SE ( TLPFF , TLPFY ) wasn't the best, having written my first bullish note already back in April 2024. So far, the stock has "returned" a negative 10% including dividends. That said, TP came to my attention already back in 2023, when it was trading at rou...
J Studios/DigitalVision via Getty Images Introduction Admittedly, my timing with French multinational business services provider Teleperformance SE ( TLPFF , TLPFY ) wasn't the best, having written my first bullish note already back in April 2024. So far, the stock has "returned" a negative 10% including dividends. That said, TP came to my attention already back in 2023, when it was trading at roughly twice today's price. Back then, disruption from AI was already a topic, as were ethical controversies surrounding the company's business. TP stock came a long way, having peaked at well over $400 (for the ADRs – TLPFY) back in late 2021, having benefitted massively from the pandemic-related work-from-home trend. I've last covered Teleperformance a year ago, in an update focused on the 2024 results. More than a year has passed, and with AI gaining more and more attention (deservedly so), I believe that the impact on Teleperformance should be increasingly visible, justifying a fresh look at the investment case. All in all, I continue to view TLPFY as a compelling investment: certainly not for the faint of heart, and nothing to bet big on – but worth a speculative position in view of the downside that’s priced into the stock. Teleperformance SE: 2025 Update And 2026 Outlook 2025 was, so far, an exciting year, as the company has finally been able to complete its management reorganization. I'll not go into much detail in this article, and instead refer to my article dedicated to the matter . The company finally announced (p. 152, 2025 annual report ) that founder and long-term CEO Daniel Julien, who was also a member of the Board of Directors (temporarily even Chairman ), will be replaced in both of his functions in March 2026. The new CEO, Jorge Amar, will lead the company through its AI-related transformation, which is expected to stabilize the business over the long term and unlock meaningful cost savings. Together with the Q1 2026 results, the company announced the appo...
In this article .DJI XLV XLF Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:03 01:03 Options Action: Bullish action in healthcare Closing Bell The flashiest group in the market took a step back Thursday as chip stocks dropped 1.5%, but U.S. stock market bulls didn't miss a beat. The Dow Jones Industrial Average closed at a fresh record following a 2% pop and the S&P 500 bounced ...
In this article .DJI XLV XLF Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:03 01:03 Options Action: Bullish action in healthcare Closing Bell The flashiest group in the market took a step back Thursday as chip stocks dropped 1.5%, but U.S. stock market bulls didn't miss a beat. The Dow Jones Industrial Average closed at a fresh record following a 2% pop and the S&P 500 bounced 0.4% as 9 of 11 sectors advanced. Health-care stocks led gains and options traders followed suit, piling into the group as a handful of insurers and drugmakers pushed toward new highs. Traders bought about 5,300 calls in the State Street Health Care Select Sector SPDR ETF (XLV) on Thursday, compared to just over 1,000 puts, according to data from ThinkOrSwim. At the same time, just over 2,000 calls were sold, and of the $13 million traded in the fund, $11 million was tied to calls. Stock Chart Icon Stock chart icon State Street Health Care Select Sector SPDR ETF (XLV), YTD Big winners in the category included insurers Humana and Centene , both of which put in new one-year highs, and UnitedHealth Group , which closed just below its one-year high reached in May. Options trading was heaviest in UnitedHealth, where 87% of the $135 million traded in options premium was tied to calls. Bulls also loved Eli Lilly , a major leader in weight loss drugs that rallied more than 4% to just under all-time highs from a week ago. Calls outpaced puts more than two-to-one amid $145 million of options premium traded, and traders bought over 10,500 calls, more than twice as many as they sold and three times more than puts. The options flows in the sector are particularly notable when compared to the response an almost equivalent rally in the financial sector, another underperforming group that led Thursday's rally. In the State Street Financial Select Sector ETF (XLF) tracking the sector, options trading was much more mixed, albeit on much bigger volume. Almost 380,000 options traded in the fun...
SpaceX could become one of the most ambitious public companies of the next decade, with Starlink, reusable rockets, AI infrastructure, defense exposure, and Starship all inside one story. The upside is enormous, but the stock may test whether investors are paying for durable cash flow or an expensive dream. *Stock prices used were the afternoon prices of June 3, 2026. The video was published on Ju...
SpaceX could become one of the most ambitious public companies of the next decade, with Starlink, reusable rockets, AI infrastructure, defense exposure, and Starship all inside one story. The upside is enormous, but the stock may test whether investors are paying for durable cash flow or an expensive dream. *Stock prices used were the afternoon prices of June 3, 2026. The video was published on June 3, 2026. Continue reading
SoFi (NASDAQ: SOFI) announced a new product called SoFi Coach this week that could move the company into the financial advisor role for customers, helping them budget and lower costs by optimizing finances. This will create more products and could also upend the economics of the financial advisor business that's prevalent today. For SoFi, it's a tailwind that could drive the company forward for ma...
SoFi (NASDAQ: SOFI) announced a new product called SoFi Coach this week that could move the company into the financial advisor role for customers, helping them budget and lower costs by optimizing finances. This will create more products and could also upend the economics of the financial advisor business that's prevalent today. For SoFi, it's a tailwind that could drive the company forward for many years to come. *Stock prices used were end-of-day prices of June 4, 2026. The video was published on June 4, 2026. Continue reading
Pla2na/iStock via Getty Images Introduction REITs ( XLRE ) have always been my preferred method to gain real estate exposure. While owning physical real estate may be considered more attractive because of its tangibility, avoiding tenants, toilets, unexpected maintenance issues, and high operating costs is far more attractive to me as an income-focused investor. Instead, I let REIT management team...
Pla2na/iStock via Getty Images Introduction REITs ( XLRE ) have always been my preferred method to gain real estate exposure. While owning physical real estate may be considered more attractive because of its tangibility, avoiding tenants, toilets, unexpected maintenance issues, and high operating costs is far more attractive to me as an income-focused investor. Instead, I let REIT management teams tackle those headaches. After all, REITs were created by the U.S. Congress in 1960 to give smaller, everyday investors access to real estate investing, eliminating the need to buy and manage properties themselves. In 2026, I still believe the sector remains overlooked. And in the near to medium term, I think it may experience more underperformance due to a potential crash. In my opinion, investors shouldn't panic but instead pounce on the opportunity. Particularly, those investors are looking to build long-term passive income. In this article, I discuss why I believe REITs could underperform in the near term and two high-quality ones investors should consider buying aggressively if that happens. Why REITs May Crash Again Let's get straight to the point. I'm not trying to fearmonger, but I do believe REITs have a high probability of seeing another meaningful correction like they did in 2023. Back in October of 2023, when this was happening, I wrote an article titled: Perception Is Not The Reality: 2 REITs I'm Buying All The Way Down. If investors remember, REITs were selling off hard due to treasury yields rising higher amid economic uncertainty. Historically, when long-term yields rise, REITs retract as a result. Well, fast-forward to 2026, and the same appears to be happening again, with bond yields reaching their highest level since 2007. When bond yields rise sharply, investors often rotate toward risk-free yields instead, making REIT yields appear less attractive. With seemingly no end in sight for the ongoing conflict with Iran, which has caused oil & gas prices to r...
Investors know the AI boom will come to an end — the question is, when? Skylar Montgomery Koning has the key takeaways from Bloomberg MLIV's latest event in London. (Source: Bloomberg)
Investors know the AI boom will come to an end — the question is, when? Skylar Montgomery Koning has the key takeaways from Bloomberg MLIV's latest event in London. (Source: Bloomberg)
In this article BTC.CB= Follow your favorite stocks CREATE FREE ACCOUNT Bitcoin signage in Times Square in New York, Dec. 9, 2025. Michael Nagle | Bloomberg | Getty Images Bitcoin 's dire start to June worsened early on Friday, with the cryptocurrency on course to trade more than 15% lower for the week. Prices had fallen to their lowest levels since early April on Tuesday after crypto treasury com...
In this article BTC.CB= Follow your favorite stocks CREATE FREE ACCOUNT Bitcoin signage in Times Square in New York, Dec. 9, 2025. Michael Nagle | Bloomberg | Getty Images Bitcoin 's dire start to June worsened early on Friday, with the cryptocurrency on course to trade more than 15% lower for the week. Prices had fallen to their lowest levels since early April on Tuesday after crypto treasury company Strategy sold a small amount of its bitcoin holding, weighing on sentiment. Meanwhile, tech stocks have been under pressure, bringing an end to an extended rally, after Broadcom's revenue miss on Wednesday sent semiconductor stocks lower. A bitcoin rebound, or characteristic dip-buying by investors, is yet to take place. It was last seen trading at $62,500, meaning it is down by about half since its all-time high of $126k in September 2025 – a decline of 50% in just ten months. As of now, bitcoin is teetering just above the psychologically important $60k threshold. The last time it traded below $60k was on September 18, 2024. Stock Chart Icon Stock chart icon How bitcoin has fared over the past year. Charles-Henry Monchau, chief investment officer at Syz Group, said bitcoin's latest weekly decline has been driven by a combination of Strategy's forced selling and a crowding-out effect from hot money chasing other assets. "Speculators are going all-in on AI stocks and memory chips, especially in Korea, and the market also anticipates that upcoming monster IPOs will divert some retail money into the new stocks," Monchau told CNBC over email. He added that the moves downward come despite some positive developments for the sector, including Senate approval of the Clarity Act, which would mark the first wide-ranging piece of legislation pertaining to the industry. Strategists have also noted a growing correlation with tech stocks, though this has eased over recent weeks as bitcoin has failed to participate in the most recent eye-watering global tech rally. "We saw the 30-day...
Andrew Harnik/Getty Images News The message from Taiwan Semiconductor ( TSM ) CEO C.C. Wei that the global foundry will not be able to catch up with artificial intelligence demand “for years” is a positive sign for the long-term, Wedbush Securities said. Taiwan Semi shares fell 1.9% in premarket trading on Friday. “Our view is Wei's 'demand outstrips supply for years' framing is the same message c...
Andrew Harnik/Getty Images News The message from Taiwan Semiconductor ( TSM ) CEO C.C. Wei that the global foundry will not be able to catch up with artificial intelligence demand “for years” is a positive sign for the long-term, Wedbush Securities said. Taiwan Semi shares fell 1.9% in premarket trading on Friday. “Our view is Wei's 'demand outstrips supply for years' framing is the same message conveyed by Hock Tan last night (AVGO's backlog is growing significantly as large customers extend orders into 2028 to ensure product availability in a constrained environment),” Wedbush Securities analyst Matt Bryson wrote in a note to clients. “This setup reinforces the thesis that leading-edge logic and advanced packaging stay effectively sold out with pricing firm well beyond 2026. For TSMC, we believe regular price increases (even at controlled levels), positive mix effects (ramp of 2nm, additional production adds on close to leading edge nodes, and just stable mature node output) should set the company up to continue to exceed Street expectations for 2026 and 2027 (sales and margins) assuming continued execution (on 2nm in particular).” Speaking at the company's annual shareholder meeting, Wei said Taiwan Semiconductor would not be able to meet AI-driven demand for years, even with new capacity in the U.S. He also reaffirmed revenue growth this year would be above 30% and indicated a willingness to raise prices, albeit in a “measured, sustainable approach.” He contrasted it to the price increases seen by the memory makers and said the company won't “suddenly raise prices like memory companies do.” In addition, Wei said that robotics and autonomous driving would be the next long-term growth drivers. More on Taiwan Semiconductor Manufacturing Hyperscalers Are Trying To Replace Nvidia's GPUs - TSMC Gets The Upside Either Way TSMC: Ultimate Winner In GPU & ASIC Battle - Reiterate Buy The TSMC Paradox: Huge AI Silicon Supply Vs. Finite Infrastructure 'Will be a long time' b...
Andrew Harnik/Getty Images News The message from Taiwan Semiconductor ( TSM ) CEO C.C. Wei that the global foundry will not be able to catch up with artificial intelligence demand “for years” is a positive sign for the long-term, Wedbush Securities said. Taiwan Semi shares fell 1.9% in premarket trading on Friday. “Our view is Wei's 'demand outstrips supply for years' framing is the same message c...
Andrew Harnik/Getty Images News The message from Taiwan Semiconductor ( TSM ) CEO C.C. Wei that the global foundry will not be able to catch up with artificial intelligence demand “for years” is a positive sign for the long-term, Wedbush Securities said. Taiwan Semi shares fell 1.9% in premarket trading on Friday. “Our view is Wei's 'demand outstrips supply for years' framing is the same message conveyed by Hock Tan last night (AVGO's backlog is growing significantly as large customers extend orders into 2028 to ensure product availability in a constrained environment),” Wedbush Securities analyst Matt Bryson wrote in a note to clients. “This setup reinforces the thesis that leading-edge logic and advanced packaging stay effectively sold out with pricing firm well beyond 2026. For TSMC, we believe regular price increases (even at controlled levels), positive mix effects (ramp of 2nm, additional production adds on close to leading edge nodes, and just stable mature node output) should set the company up to continue to exceed Street expectations for 2026 and 2027 (sales and margins) assuming continued execution (on 2nm in particular).” Speaking at the company's annual shareholder meeting, Wei said Taiwan Semiconductor would not be able to meet AI-driven demand for years, even with new capacity in the U.S. He also reaffirmed revenue growth this year would be above 30% and indicated a willingness to raise prices, albeit in a “measured, sustainable approach.” He contrasted it to the price increases seen by the memory makers and said the company won't “suddenly raise prices like memory companies do.” In addition, Wei said that robotics and autonomous driving would be the next long-term growth drivers. More on Taiwan Semiconductor Manufacturing Hyperscalers Are Trying To Replace Nvidia's GPUs - TSMC Gets The Upside Either Way TSMC: Ultimate Winner In GPU & ASIC Battle - Reiterate Buy The TSMC Paradox: Huge AI Silicon Supply Vs. Finite Infrastructure 'Will be a long time' b...
In the last week, the United States market has stayed flat, but over the past 12 months, it has risen by 26%, with earnings expected to grow by 16% per annum in the coming years. In this environment of steady growth and promising earnings projections, identifying high-growth tech stocks involves focusing on companies that demonstrate strong innovation and adaptability to capitalize on emerging tec...
In the last week, the United States market has stayed flat, but over the past 12 months, it has risen by 26%, with earnings expected to grow by 16% per annum in the coming years. In this environment of steady growth and promising earnings projections, identifying high-growth tech stocks involves focusing on companies that demonstrate strong innovation and adaptability to capitalize on emerging technological trends.
In the last week, the United States market has stayed flat, yet it has experienced a significant 26% increase over the past year with earnings forecasted to grow by 16% annually. In such a robust environment, identifying stocks that are estimated to be below their intrinsic value can offer investors potential opportunities for growth and value appreciation.
In the last week, the United States market has stayed flat, yet it has experienced a significant 26% increase over the past year with earnings forecasted to grow by 16% annually. In such a robust environment, identifying stocks that are estimated to be below their intrinsic value can offer investors potential opportunities for growth and value appreciation.
Navitas Semiconductor recently announced its collaboration with NVIDIA's MGX™ ecosystem, showcasing advancements in AI chip infrastructure at the COMPUTEX 2026 event in Taipei. By integrating its GaNFast and GeneSiC power semiconductor technologies, Navitas aims to enhance the efficiency and scalability of AI data centers through NVIDIA's platform. Their new 800 V-to-6 V DC-DC power delivery board...
Navitas Semiconductor recently announced its collaboration with NVIDIA's MGX™ ecosystem, showcasing advancements in AI chip infrastructure at the COMPUTEX 2026 event in Taipei. By integrating its GaNFast and GeneSiC power semiconductor technologies, Navitas aims to enhance the efficiency and scalability of AI data centers through NVIDIA's platform. Their new 800 V-to-6 V DC-DC power delivery board, designed to improve power density and reduce the system footprint within GPU boards, highlights...
Former student Almunthir Daqamah, 21, due to appear in court on Friday while campus safety officer is in stable condition in hospital A man has been charged with attempted murder after a staff member was shot with a crossbow at the University of Surrey. Almunthir Daqamah, 21, a Saudi national, has been charged with attempted murder, possession of an offensive weapon, two counts of possession of a ...
Former student Almunthir Daqamah, 21, due to appear in court on Friday while campus safety officer is in stable condition in hospital A man has been charged with attempted murder after a staff member was shot with a crossbow at the University of Surrey. Almunthir Daqamah, 21, a Saudi national, has been charged with attempted murder, possession of an offensive weapon, two counts of possession of a bladed article and possession of class B drugs, Surrey police said. Continue reading...
(RTTNews) - While reporting financial results for the first quarter on Friday, G-III Apparel Group, Ltd. (GIII) provided its earnings, adjusted earnings and net sales guidance for the second quarter and raised its earnings and adjusted earnings outlook for full-year 2027, based o
(RTTNews) - While reporting financial results for the first quarter on Friday, G-III Apparel Group, Ltd. (GIII) provided its earnings, adjusted earnings and net sales guidance for the second quarter and raised its earnings and adjusted earnings outlook for full-year 2027, based o