Multi-phase, multi-region rollout will deliver advanced AMD AI silicon and the open AMD ROCm software stack to frontier-model, enterprise, and sovereign AI customers across global markets SINGAPORE, May 26, 2026 /PRNewswire/ -- OneQode, a global provider of mission-critical digital infrastructure, today announced a collaboration with AMD to deploy AMD Instinct™ GPUs, as well as announcing plans to...
Multi-phase, multi-region rollout will deliver advanced AMD AI silicon and the open AMD ROCm software stack to frontier-model, enterprise, and sovereign AI customers across global markets SINGAPORE, May 26, 2026 /PRNewswire/ -- OneQode, a global provider of mission-critical digital infrastructure, today announced a collaboration with AMD to deploy AMD Instinct™ GPUs, as well as announcing plans to deploy AMD Helios rack-scale solution as the platform foundation for OneQode's global AI infrastructure rollout. AMD & OneQode logos superimposed on an AI datacenter OneQode plans a phased rollout anchored by AMD Instinct™ MI355X GPUs in initial deployments and incorporating AMD Helios solution in the future. The deployment will run on the open AMD ROCm™ software stack, giving customers a standards-based, vendor-neutral foundation for large-scale AI training and inference. The announcement follows OneQode's recently announced 110MW AI infrastructure agreement with Bitzero in Norway, and reflects the company's broader strategy to deploy high-performance AI capacity across Europe and Asia-Pacific. It leverages their existing cloud and telecommunications footprint deployed across 5 continents over the last 7 years, and will also incorporate their unique low-latency, sovereignty-focused product offerings. OneQode expects to support a range of high-performance AI workloads, powered by AMD AI solutions, including frontier-model training and inference, enterprise AI, and sovereign AI for governments, research institutions, and AI-first organisations. "Demanding AI workloads require high-performance compute, scalable infrastructure and an open software ecosystem," said Negin Oliver, corporate vice president, Business Development for AI, AMD. "AMD Instinct GPUs and the unifying AMD ROCm open software stack are designed to help customers accelerate large-scale AI training and inference with the performance, efficiency and flexibility they need. We're pleased to work with OneQode as ...
Strait Talk By Michael Every of Rabobank Strait Talk Despite many false dawns, markets remain upbeat on prospects for peace between the United States and Iran. Secretary of State Rubio indicated that the US side had thought it would have something to announce on Sunday night, or “maybe today” given that the Sunday deadline has now passed, and it is actually Tuesday. Striking a more cautionary tone...
Strait Talk By Michael Every of Rabobank Strait Talk Despite many false dawns, markets remain upbeat on prospects for peace between the United States and Iran. Secretary of State Rubio indicated that the US side had thought it would have something to announce on Sunday night, or “maybe today” given that the Sunday deadline has now passed, and it is actually Tuesday. Striking a more cautionary tone, Iranian President Pezeshkian said of prospects that a deal would be made within the day that “nobody could make such a claim”, while President Trump had earlier said that he had urged his representatives not to rush negotiations. US markets were closed yesterday, but Asian and European equities finished broadly higher with notable gains seen in Japan’s Nikkei (+2.87%), Taiwan’s TAIEX (+3.26%) and the Euro Stoxx 50 (+1.95%). The July Brent crude future tumbled 7.15% to close at $96.14/bbl while WTI traded below $90/bbl before closing the day at $90.88. Bonds were bid across the curve with moves at the short end being especially pronounced. Al Arabiya reports that it has obtained a copy of the draft memorandum of understanding that reportedly has the support of both sides. Provision of the MOU are said to include: Extension of the ceasefire for 60 days ŸReopening the Strait of Hormuz to international navigation, guaranteeing free passage of commercial vessels and oil tankers without additional transit fees, with the Iranian side committing to take the necessary technical and security measures to ensure safety of navigation, including the removal of mines. ŸEnabling Iran to resume sale and export of oil. ŸContinuation of negotiations over Iran’s nuclear program with the aim of reaching a long-term understanding. ŸUS to ease restrictions on Iranian ports and grant specific sanctions waivers for Iran. ŸEnding military operations on all regional fronts, including Lebanon. ŸFreedom of navigation to be restored in Hormuz over a period of 30 days, with maritime traffic set to retu...
Berkshire Hathaway (BRKA 0.43%)(BRKB 0.57%) has a new CEO this year, with Greg Abel taking over from Warren Buffett, and there have already been some significant changes in the company's portfolio. While the investing strategy and discipline may be the same, there have been some notable changes in just the first quarter of 2026. Here are the biggest surprises from Berkshire's most recent 13F filin...
Berkshire Hathaway (BRKA 0.43%)(BRKB 0.57%) has a new CEO this year, with Greg Abel taking over from Warren Buffett, and there have already been some significant changes in the company's portfolio. While the investing strategy and discipline may be the same, there have been some notable changes in just the first quarter of 2026. Here are the biggest surprises from Berkshire's most recent 13F filing. Berkshire added a big position in Delta Buffett has never been a big fan of airlines. In Berkshire's 2007 shareholder letter, he outlined his reasons for not liking them: "The worst sort of business is one that grows rapidly, requires significant capital to engender the growth, and then earns little or no money. Think airlines." Expand NYSE : BRKB Berkshire Hathaway Today's Change ( -0.57 %) $ -2.76 Current Price $ 483.62 Key Data Points Market Cap $1.0T Day's Range $ 483.20 - $ 487.75 52wk Range $ 455.19 - $ 516.85 Volume 109.7K Avg Vol 4.8M Gross Margin 23.70 % That's why Berkshire's move to buy around 40 million shares of Delta Air Lines (DAL +3.09%) this past quarter was particularly noteworthy, as it wasn't the type of move Buffett may have made. And at nearly 1% of Berkshire's portfolio, it's not a terribly small position, either. It comes at an interesting time, given that oil prices are up and demand for travel could be lower for the foreseeable future due to not only rising costs but also adverse economic conditions. Delta is, however, a leading airline and has performed well over the years, and could arguably be a good investment to hold on to for the long term. But Berkshire didn't exactly buy low -- the stock is up 66% in the past five years, making this a bit of a surprising move for the company, given both Delta's rising valuation and the industry that it's in. Expand NYSE : DAL Delta Air Lines Today's Change ( 3.09 %) $ 2.35 Current Price $ 78.49 Key Data Points Market Cap $50B Day's Range $ 78.11 - $ 79.46 52wk Range $ 45.28 - $ 79.46 Volume 244.2K Avg Vo...
Many people like to collect periodic income from their investments. After all, it's a good way to make your money work for you. Dividends can be an important component of a stock's total return. If you plan on holding shares for at least a decade, the payments can add up. These four dividend stocks, with market-beating yields, make excellent selections for dividend-seeking investors who plan on ho...
Many people like to collect periodic income from their investments. After all, it's a good way to make your money work for you. Dividends can be an important component of a stock's total return. If you plan on holding shares for at least a decade, the payments can add up. These four dividend stocks, with market-beating yields, make excellent selections for dividend-seeking investors who plan on holding them for at least a decade. They have raised payouts for many years and have both the willingness and wherewithal to continue raising them. 1. Coca-Cola Earlier this year, Coca-Cola (KO 1.38%) raised its quarterly dividend by 3.9%, from $0.51 to $0.53. The dividend raise should come as no surprise, given that the company has done it for 64 straight years. That makes Coca-Cola a Dividend King, one of an illustrious group of companies that have increased dividends annually for at least 50 straight years. Expand NYSE : KO Coca-Cola Today's Change ( -1.38 %) $ -1.12 Current Price $ 80.36 Key Data Points Market Cap $351B Day's Range $ 80.27 - $ 81.60 52wk Range $ 65.35 - $ 82.66 Volume 375.6K Avg Vol 15.3M Gross Margin 61.82 % Dividend Yield 2.53 % Fortunately, the beverage company has evolved its business to stay competitive. It's expanded beyond soda, with a product lineup that includes water, juice, value-added dairy, and plant-based beverages. At the current dividend rate, the shares have a 2.6% dividend yield, much higher than the S&P 500 index's 1.1%. Coca-Cola's payout ratio of 65% shows that its earnings easily cover the payments. The ratio is calculated by dividing dividends by earnings. 2. PepsiCo PepsiCo (PEP 2.77%) is another Dividend King. Earlier this month, the company announced a 4% dividend increase to a quarterly rate of $1.48. It has paid dividends for more than 60 years and boosted them for 54 consecutive years. The company sells beverages and food, including chips, oatmeal, pasta, and rice. Expand NASDAQ : PEP PepsiCo Today's Change ( -2.77 %) $ -4.17 ...
Multi-phase, multi-region rollout will deliver advanced AMD AI silicon and the open AMD ROCm software stack to frontier-model, enterprise, and sovereign AI customers across global markets SINGAPORE, May 26, 2026 /PRNewswire/ -- OneQode, a global provider of mission-critical digital infrastructure, today announced a collaboration with AMD to deploy AMD Instinct™ GPUs, as well as announcing plans to...
Multi-phase, multi-region rollout will deliver advanced AMD AI silicon and the open AMD ROCm software stack to frontier-model, enterprise, and sovereign AI customers across global markets SINGAPORE, May 26, 2026 /PRNewswire/ -- OneQode, a global provider of mission-critical digital infrastructure, today announced a collaboration with AMD to deploy AMD Instinct™ GPUs, as well as announcing plans to deploy AMD Helios rack-scale solution as the platform foundation for OneQode's global AI infrastructure rollout. AMD & OneQode logos superimposed on an AI datacenter OneQode plans a phased rollout anchored by AMD Instinct™ MI355X GPUs in initial deployments and incorporating AMD Helios solution in the future. The deployment will run on the open AMD ROCm™ software stack, giving customers a standards-based, vendor-neutral foundation for large-scale AI training and inference. The announcement follows OneQode's recently announced 110MW AI infrastructure agreement with Bitzero in Norway, and reflects the company's broader strategy to deploy high-performance AI capacity across Europe and Asia-Pacific. It leverages their existing cloud and telecommunications footprint deployed across 5 continents over the last 7 years, and will also incorporate their unique low-latency, sovereignty-focused product offerings. OneQode expects to support a range of high-performance AI workloads, powered by AMD AI solutions, including frontier-model training and inference, enterprise AI, and sovereign AI for governments, research institutions, and AI-first organisations. "Demanding AI workloads require high-performance compute, scalable infrastructure and an open software ecosystem," said Negin Oliver, corporate vice president, Business Development for AI, AMD. "AMD Instinct GPUs and the unifying AMD ROCm open software stack are designed to help customers accelerate large-scale AI training and inference with the performance, efficiency and flexibility they need. We're pleased to work with OneQode as ...
The pitch for ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) is simple. You cannot buy SpaceX shares on your brokerage app, but XOVR can, and the fund packages that exposure inside a normal ticker you trade like any other ETF. XOVR now holds ~$281 million in SpaceX, which works out to about 23% of the fund. Yet ... XOVR Promised Pre IPO SpaceX Upside, But It Is Down 2% YTD While the S&P 500...
The pitch for ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) is simple. You cannot buy SpaceX shares on your brokerage app, but XOVR can, and the fund packages that exposure inside a normal ticker you trade like any other ETF. XOVR now holds ~$281 million in SpaceX, which works out to about 23% of the fund. Yet ... XOVR Promised Pre IPO SpaceX Upside, But It Is Down 2% YTD While the S&P 500 Is Up 9%
While major hyperscalers and artificial intelligence (AI) companies have been investing heavily in cloud computing infrastructure to meet the booming demand for AI applications, it is worth noting that governments around the globe are also investing in this technology. Sovereign AI infrastructure is being built by countries to train AI models and run applications in their own data centers, helping...
While major hyperscalers and artificial intelligence (AI) companies have been investing heavily in cloud computing infrastructure to meet the booming demand for AI applications, it is worth noting that governments around the globe are also investing in this technology. Sovereign AI infrastructure is being built by countries to train AI models and run applications in their own data centers, helping keep sensitive data and information within their jurisdictions. Also, sovereign AI helps to train and deploy AI applications using proprietary models that support local languages and are sensitive to a country's culture. Fortune Business Insights predicts that the size of the sovereign cloud market could jump from $155 billion last year to $1.13 trillion in 2034. Investors can capitalize on this terrific growth opportunity by investing in Dell Technologies (DELL +2.71%), whose server solutions are being deployed by sovereign customers. In fact, it won't be surprising to see Dell entering the trillion-dollar market cap club due to the lucrative sovereign AI opportunity. Let's see why that may be the case. Dell is already making progress in the sovereign AI market Dell manufactures general-purpose and AI-focused servers. The company was the leader in the AI server market in 2024 with an estimated market share of 20%, according to ABI Research. Importantly, Dell has been growing faster than the AI server market. Its AI server revenue grew by 2.5x in fiscal 2026 to $25 billion. Expand NYSE : DELL Dell Technologies Today's Change ( 2.71 %) $ 8.01 Current Price $ 303.20 Key Data Points Market Cap $193B Day's Range $ 299.13 - $ 308.63 52wk Range $ 106.38 - $ 308.63 Volume 277.3K Avg Vol 8.1M Gross Margin 19.97 % Dividend Yield 0.75 % The company noted on the February earnings call that it ended fiscal 2026 with more than 4,000 customers, "with growth across neo clouds, sovereigns, and enterprise customers -- evidence that demand is broadening across all customer types." Dell is p...
AJITH ACHUTHAN/iStock via Getty Images DexCom ( DXCM ) said that some lots of its G7 sensors used with continuous glucose monitors intended to be scrapped and destroyed were instead stolen and resold by third parties. The company said two lots have been identified that were sold and used by customers. DexCom said sales of the stolen sensors were tracked to Pharmsource, LLC, a non-authorized distri...
AJITH ACHUTHAN/iStock via Getty Images DexCom ( DXCM ) said that some lots of its G7 sensors used with continuous glucose monitors intended to be scrapped and destroyed were instead stolen and resold by third parties. The company said two lots have been identified that were sold and used by customers. DexCom said sales of the stolen sensors were tracked to Pharmsource, LLC, a non-authorized distributor that supplies some independent pharmacies and durable medical equipment distributors. The company noted that some sensors are routinely routed to scrap as they do not meet quality control standards. More on DexCom Dexcom: A Medical Platform Play Gaining From AI, Not Disrupted By It DexCom Might Finally Be Cheap Enough DexCom, Inc. (DXCM) Analyst/Investor Day - Slideshow Chip stocks lead Nasdaq's gainers this week; Intuit plunges most after Q3 print Elliott to get two board seats at DexCom ahead of investor day
Investing.com - Intel Corporation (NASDAQ:INTC) CEO Lip-Bu Tan is set to arrive in Taiwan this week for a series of high-stakes meetings that include sessions with Taiwan Semiconductor Manufacturing (NYSE:TSM) management, rekindling speculation about the future of the two companies’ complex partnership-and-rivalry dynamic ahead of COMPUTEX 2026, according to sources. The meetings come as Intel’s m...
Investing.com - Intel Corporation (NASDAQ:INTC) CEO Lip-Bu Tan is set to arrive in Taiwan this week for a series of high-stakes meetings that include sessions with Taiwan Semiconductor Manufacturing (NYSE:TSM) management, rekindling speculation about the future of the two companies’ complex partnership-and-rivalry dynamic ahead of COMPUTEX 2026, according to sources. The meetings come as Intel’s market cap has swelled to approximately $614 billion, reflecting a roughly sixfold rally over the last 12-months driven by foundry optimism and surging AI CPU demand. The meeting with TSMC and others comes as Tan delivers Intel’s COMPUTEX keynote on June 2. Intel confirmed that Tan will be in Taiwan but would not comment on his specific meetings, including those with TSMC. "We don’t comment on Lip-Bu’s schedule or specific meetings," an Intel spokesperson said. "As a general practice, our leadership regularly engages with customers, partners, and business leaders as part of ongoing business operations. However, we can confirm Lip-Bu will deliver Intel’s COMPUTEX keynote on June 2 at 1:30 p.m. local time, where he’ll discuss the company’s strategy and priorities moving forward." Digitimes first reported on the expected Tan and Taiwan Semiconductor meeting. Tan’s Taiwan visit arrives at a pivotal moment for Intel’s foundry ambitions. In 2025, reports suggested Intel and TSMC explored a chipmaking joint venture in which TSMC would acquire a roughly 20% stake in Intel Foundry. Those reports preceded the U.S. government’s subsequent decision to take an 9.9% equity stake in Intel as part of a CHIPS Act deal. President Trump has since touted that government stake — now valued above $60 billion — as a symbol of his America First industrial policy, adding a sovereign stakeholder to any future partnership equation. The scale gap between the two companies remains stark. A recent Forbes analysis shows TSMC generated $35.9 billion in foundry revenue in Q1 2026, versus Intel Foundry’s $5....
The S&P 500 Index ($SPX) (SPY) today is up +0.81%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.74%. June E-mini S&P futures (ESM26) are up +0.77%, and June E-mini Nasdaq futures (NQM26) are up +1.71%. Stock indexes are mostly rallying today, with the S&P 500 and Nasdaq 100 posting new all-time highs. Stocks are finding support as a...
The S&P 500 Index ($SPX) (SPY) today is up +0.81%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.74%. June E-mini S&P futures (ESM26) are up +0.77%, and June E-mini Nasdaq futures (NQM26) are up +1.71%. Stock indexes are mostly rallying today, with the S&P 500 and Nasdaq 100 posting new all-time highs. Stocks are finding support as a drop in crude oil prices and bond yields fuels a rally in technology stocks 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%. Join 200K+ Subscribers: 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. Also, weakness in health insurance stocks and energy producers has knocked the Dow Jones Industrial Average into negative territory. US economic news today is 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. In addition, the Conference Board US May consumer confidence index fell -0.7 to 93.1, a smaller decline than expectations of 92.0. WTI crude oil prices (CLM26) remain extremely volatile and are susceptible to headlines from the Iran war. Crude oil prices fe...
Labour is expected to announce a social media crackdown within weeks as the prime minister, Keir Starmer, on Tuesday said he would act “very, very quickly” despite splits between campaigners and child safety experts on what the new rules should be. New limits on social media access for children could be presented before the Makerfield byelection next month after an avalanche of responses to a publ...
Labour is expected to announce a social media crackdown within weeks as the prime minister, Keir Starmer, on Tuesday said he would act “very, very quickly” despite splits between campaigners and child safety experts on what the new rules should be. New limits on social media access for children could be presented before the Makerfield byelection next month after an avalanche of responses to a public consultation have been analysed with the help of an AI system called Consult and an expert panel led by an eminent paediatrician. The consultation closes on Tuesday. Age limits or changes to allegedly addictive design features – or a combination of both – would then come into force before the end of the year and could affect a wide range of platforms including Instagram, TikTok, YouTube, gaming sites like Roblox and messaging services like Snap. Starmer’s promise to act fast came as his leadership rival, former health secretary, Wes Streeting, on Tuesday accused legislators of being “asleep at the wheel” on tackling social media harms. Streeting also compared the technology to smoking. The prime minister’s spokesperson denied the government has moved too slowly. There are concerns inside government that reforms could be hit by a legal challenge if the consultation process is not properly followed. Over 42,000 parents and close to 14,000 young people were among over 81,000 respondents to the consultation which has included extensive lobbying by social media companies opposing changes to their algorithms. Technology secretary, Liz Kendall, said on Tuesday: “No one’s going to stop me from doing what I think is right.” Kanishka Narayan, the online safety minister, is in Australia to investigate its under-16 social media ban, which has been in force for nearly six months. Some leading child protection groups reject a similar blanket ban fearing an online safety “cliff edge”. School leaders, represented by the National Association of Head Teachers, also came out against an out...
This article first appeared on GuruFocus. Apple (AAPL, Financials) moved higher in premarket trading after Bank of America raised its price target, pointing to the company's potential role in the next phase of artificial intelligence. The firm said Apple could benefit if AI assistants become more useful across everyday tasks. For Apple, that opportunity starts with Siri, but it also reaches across...
This article first appeared on GuruFocus. Apple (AAPL, Financials) moved higher in premarket trading after Bank of America raised its price target, pointing to the company's potential role in the next phase of artificial intelligence. The firm said Apple could benefit if AI assistants become more useful across everyday tasks. For Apple, that opportunity starts with Siri, but it also reaches across the iPhone, iOS, apps, payments and services. BofA estimated that stronger AI adoption could add $15 billion to $30 billion to Apple's fiscal 2030 revenue. With broader use, that opportunity could rise to $40 billion to $65 billion. For investors, the argument is simple. Apple already owns the device people use most. If AI assistants become a bigger part of daily life, Apple could control an important gateway between users, apps and services. That does not mean the payoff will come quickly. Apple still has to show that its AI features can improve the user experience in a meaningful way. The next focus will be upcoming Apple product updates and whether Siri can become more central to how users interact with their devices.
This article first appeared on GuruFocus. Micron Technology (MU, Financials) surged in premarket trading after UBS dramatically increased its price target on the memory-chip maker, arguing that a major shift in the industry could reshape the company's earnings power for years to come. The investment bank raised its target to $1,625 from $535, one of the most aggressive calls on Wall Street. The up...
This article first appeared on GuruFocus. Micron Technology (MU, Financials) surged in premarket trading after UBS dramatically increased its price target on the memory-chip maker, arguing that a major shift in the industry could reshape the company's earnings power for years to come. The investment bank raised its target to $1,625 from $535, one of the most aggressive calls on Wall Street. The upgrade reflects growing confidence that long-term supply agreements are becoming a permanent feature of the memory market, giving companies like Micron greater visibility into future demand and pricing. According to UBS, many of these agreements now run three to five years and include fixed-volume commitments. That means memory producers may sacrifice some short-term revenue opportunities in exchange for steadier demand and less earnings volatility. The firm believes the change could make Micron's business more predictable than in previous industry cycles. The optimism is closely tied to artificial intelligence. Hyperscale data-center operators continue to secure large volumes of advanced memory products as they build out AI infrastructure. UBS estimates that 60% to 70% of industry server DDR5 demand is already covered by enhanced long-term agreements. Mizuho also reiterated its Outperform rating, saying memory remains a critical part of the AI ecosystem and demand continues to exceed supply. For investors, the key question is whether these structural changes can help Micron break free from the boom-and-bust cycles that have long defined the memory industry. If demand remains strong and supply stays disciplined, analysts believe the company could enter a period of more durable growth.
This article first appeared on GuruFocus. Palantir (PLTR, Financials) took a breather after a strong run that had lifted the stock for six consecutive trading sessions. Shares were down about 0.6% in afternoon trading, a modest pullback following a week in which the stock gained nearly 3% while the S&P 500 moved lower. The decline suggests some investors were locking in gains rather than reacting ...
This article first appeared on GuruFocus. Palantir (PLTR, Financials) took a breather after a strong run that had lifted the stock for six consecutive trading sessions. Shares were down about 0.6% in afternoon trading, a modest pullback following a week in which the stock gained nearly 3% while the S&P 500 moved lower. The decline suggests some investors were locking in gains rather than reacting to any major company-specific news. The recent rally reflects continued enthusiasm for Palantir's position in the artificial intelligence market. The company has attracted investor attention as businesses and government agencies increasingly adopt AI-powered software to analyze data and automate decision-making. That optimism has helped make Palantir one of the market's standout performers, although the stock's rapid rise has also raised expectations. With shares trading near record levels, investors are looking for evidence that revenue growth and customer adoption can continue keeping pace with the market's enthusiasm. Friday's move does little to change the broader story. Instead, it highlights the challenge facing high-growth stocks: maintaining momentum after a powerful rally. Investors will now turn their attention to future contract wins, AI adoption trends and upcoming earnings results for signs that Palantir's growth story remains on track.
Dragon Claws/iStock via Getty Images Thesis Summary Just a few weeks ago, I argued that Super Micro Computer, Inc. ( SMCI ) had become effectively uninvestable due to escalating governance concerns and the growing risk of customer flight. Many of those concerns still remain valid today. However, the AI market itself is evolving rapidly, and it does seem like SMCI could be very well positioned for ...
Dragon Claws/iStock via Getty Images Thesis Summary Just a few weeks ago, I argued that Super Micro Computer, Inc. ( SMCI ) had become effectively uninvestable due to escalating governance concerns and the growing risk of customer flight. Many of those concerns still remain valid today. However, the AI market itself is evolving rapidly, and it does seem like SMCI could be very well positioned for what comes next. The next major AI bottleneck may no longer be GPUs or even memory. Instead, it will likely be the physical AI infrastructure itself. I’m talking about cooling, power delivery, and increased networking complexity. This shift potentially places SMCI back into a strategically key position, and this is underpinned by strong Q3 trends . While I am not turning outright bullish here, I do think the infrastructure side of the AI trade is becoming increasingly important, which is why I am upgrading SMCI to a Hold. Revisiting The Bear Case In my previous article, I argued that SMCI’s biggest problem was no longer valuation or even competition, but rather, trust. The allegations surrounding export control violations , the resignation of the company’s auditor, and overall concerns around governance created a situation that was not only dissuading investors but possibly also customers. The fear peaked following claims that Oracle may have cancelled over $1 billion in orders from SMCI, though this has not been confirmed. The company remains under scrutiny, margins are still weak, and trust has not fully returned. Having said that, what has changed is the broader AI infrastructure landscape itself. Q3: We May Be Stabilizing A key development since my last article has been SMCI’s Q3 results, which, in my opinion, did show several encouraging trends beneath the controversy. While revenue declined sequentially due to customer deployment delays, management emphasized this was tied to “customer site readiness” rather than outright cancellations and guided for much of that reve...
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The quant scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Tech giants like Apple ( AAPL ), Microsoft ( MSFT ), Alphabet ( G...
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The quant scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Tech giants like Apple ( AAPL ), Microsoft ( MSFT ), Alphabet ( GOOGL ) ( GOOG ), Nvidia ( NVDA ), Meta Platforms ( META ) and Amazon ( AMZN ) secured Hold ratings from Seeking Alpha’s Quant Rating system. Below is a snapshot of large-cap technology companies with market capitalizations above $10 billion, highlighting those with the highest and lowest quant ratings after the earnings season, underscoring which stocks strengthened their fundamentals and which lagged. Top-quant rated stocks: Micron Technology ( MU ), Quant rating: 4.99 , Strong Buy Sandisk ( SNDK ), Quant rating: 4.99 , Strong Buy Lumentum ( LITE ), Quant rating: 4.99 , Strong Buy Advanced Micro Devices ( AMD ), Quant rating: 4.99 , Strong Buy TTM Technologies ( TTMI ), Quant rating: 4.98 , Strong Buy Bottom-quant rated stocks: Fujitsu ( FJTSY ), Quant rating: 1.45 , Strong Sell Xiaomi ( XIACY ), Quant rating: 1.48 , Strong Sell Bitmine Immersion Technologies ( BMNR ), Quant rating: 1.50 , Strong Sell Dassault Systèmes ( DASTY ), Quant rating:1.88 , Strong Sell Capgemini SE ( CGEMY ), Quant rating:1.98 , Strong Sell More on State Street Technology Select Sector SPDR ETF An AI Infrastructure Sanity Check And Where Do We Go From Here As Chip Stocks Warn Of 'Empire State Building' Top, How To Profit No Matter What Happens Next VGT And XLK: Why I Am Downgrading Them AI hyperscalers hold less net debt than broader S&P 500 Bespoke’s ‘AI Doom’ basket bounces after brutal 2026 selloff
Ciena ( CIEN ) and Cisco ( CSCO ) received price target hikes at Bank of America on Tuesday as the investment firm sees optical networking growth staying "resilient." "Cisco’s recent f3Q26 results and commentary around continued strong demand for Acacia, keep us positive on the underlying demand environment for Optical Networking," analyst Tal Liani wrote in a note to clients. "Cisco disclosed ove...
Ciena ( CIEN ) and Cisco ( CSCO ) received price target hikes at Bank of America on Tuesday as the investment firm sees optical networking growth staying "resilient." "Cisco’s recent f3Q26 results and commentary around continued strong demand for Acacia, keep us positive on the underlying demand environment for Optical Networking," analyst Tal Liani wrote in a note to clients. "Cisco disclosed over $1bn in Acacia orders for 3Q, with AI-related optics growing nearly 4x to about $950mn, and additional growth stemming from hyperscale demand for non- AI optics. As we look toward the migration of 400G to 800G pluggables, we believe Cisco and Ciena are both well-positioned to remain share leaders within the fast- growing optical cycle. We revise our estimates for both companies to reflect the strong optical participation in AI-related infrastructure buildout, which prompts us to raise our Cisco PO from $114 to $135 (now based on 29x 2027E EV/FCF from 25x prior) and raise Ciena PO from $550 to $660 (now based on 69x CY27E P/E from 62x prior)." Liani also has Buy ratings on Ciena and Cisco. More on Ciena, Cisco Ciena: The Right Stock At The Wrong Price Ciena's Rerating May Be Running Ahead Of Its Economics Cisco Systems, Inc. (CSCO) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Ciena gets huge price target increase ahead of Q2 results Earnings Scoreboard: 7 out of 9 key S&P 500 reporting firms deliver clean EPS beats and growth
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: AI’s unexpected local pushback. Previewing retail earnings. Lululemon’s drama. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is...
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: AI’s unexpected local pushback. Previewing retail earnings. Lululemon’s drama. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorded on May 18, 2026. Travis Hoium: The AI build-out has an unexpected headwind. Motley Fool Hidden Gems investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoium, joined today by Lou Whiteman and Rachel Warren. Guys, we are in commencement season. The start of the midterm process has begun, and that could be a problem for the multi-trillion-dollar AI build-out we've seen in Texas and Virginia, two of these states that a lot of these data centers are going have started to have some pushback against data centers. A moratorium was passed in Texas. I think that was the most notable thing. But some of the commencement speeches are also getting booed as the speakers are talking about AI, so it seems like Lou, we're really in an interesting environment where this is driving the market. This is why this is a big topic for us. I think AI is fundamentally driving the market, and almost every company that is doing really well right now, whether you're looking at energy or semiconductor stocks or materials, it's all AI tailwinds, and yet at the same time, on the ground, there's a lot of pushback in the actual AI build-out. What is going on here? Is this just a natural backlash to a new thing in town? Lou Whiteman: First off, and yes, I'm an old, and I need to acknowledge that, but I am here for the young, booing the old and established. I hope for the future when that happens. Please, kids, it's your big day. Boo the heck out of Eric Schmidt, if you want. I am here for that. To your question, I do not think this can derail or end...
pingingz/iStock via Getty Images Global equity markets were mixed during the quarter, as geopolitical tensions and the resulting energy shock weighed on growth expectations and investor sentiment. Smaller companies were particularly impacted by shifting risk appetite, with performance weakening as the quarter progressed. Our portfolio posted a modest gain but underperformed the MSCI World Small Ca...
pingingz/iStock via Getty Images Global equity markets were mixed during the quarter, as geopolitical tensions and the resulting energy shock weighed on growth expectations and investor sentiment. Smaller companies were particularly impacted by shifting risk appetite, with performance weakening as the quarter progressed. Our portfolio posted a modest gain but underperformed the MSCI World Small Cap Index for the period. Industrials, consumer discretionary, and real estate were the largest detractors. Specialty staffing company Hays ( HAYPF ) detracted from performance as persistent macroeconomic softness continued to pressure hiring demand, prompting cost-cutting actions. Samsonite ( SMSOF ), a luggage manufacturer, declined as travel-related concerns and input cost uncertainty drove the stock lower, despite solid earnings and pricing power. Concentrix ( CNXC ), a provider of customer experience solutions, detracted as investors focused on the potential impact of generative AI and short-term margin pressure from capacity investments ahead of new contract wins. The company continues to win business with its AI solutions, and the stock remains very attractive even with its relatively wide range of outcomes. The materials, information technology, and financials sectors were the primary contributors. Auto parts retailer Advance Auto Parts ( AAP ) contributed meaningfully as the company's turnaround continued to gain traction, with better inventory management and cost control supporting margins and improving operating execution. Snowplow manufacturer Douglas Dynamics ( PLOW ) reported fourth-quarter results reflecting strong demand in its Work Truck Attachments segment following an early start to winter and above-average snowfall totals in its core markets, and management provided full-year guidance in line with consensus. Consumer products company Spectrum Brands ( SPB ) contributed as strength in its Global Pet Care business along with encouraging signs for its Home & ...