Historically, MercadoLibre (MELI 0.85%) has been a hot performer. It minted plenty of millionaires between its initial public offering at just $18 per share in 2007 and its all-time high of almost $2,614 reached last year. That said, the Latin American e-commerce giant has started to lag as concerns about weakening margins start to overshadow its healthy top-line growth. Let's dig deeper into the ...
Historically, MercadoLibre (MELI 0.85%) has been a hot performer. It minted plenty of millionaires between its initial public offering at just $18 per share in 2007 and its all-time high of almost $2,614 reached last year. That said, the Latin American e-commerce giant has started to lag as concerns about weakening margins start to overshadow its healthy top-line growth. Let's dig deeper into the pros and cons of MercadoLibre stock to determine what the next five years might have in store. Why MercadoLibre? Although its service is not available in the U.S., MercadoLibre has grown to become a household name across Latin America, with a dominant presence in key markets like Brazil, Argentina, and Mexico, where it offers a vast e-commerce ecosystem built around its third-party marketplace. On the surface, the company is quite similar to Amazon, but it has managed to outmaneuver its American rival because of its robust fintech subsidiary MercadoPago, which helps people interact in areas with less developed banking system infrastructure and credit card penetration. The platform has been pivotal during Argentina's recurrent economic crises because it allows people to protect their deposits from inflation by accessing investments where they can earn interest. And as a whole, MercadoLibre has done an excellent job of adapting to the unique concerns of its Latin American userbase, which has given it a deep economic moat and helped it generate impressive top-line growth. Expand NASDAQ : MELI MercadoLibre Today's Change ( -0.85 %) $ -14.14 Current Price $ 1650.28 Key Data Points Market Cap $84B Day's Range $ 1616.59 - $ 1654.37 52wk Range $ 1495.00 - $ 2645.22 Volume 9.6K Avg Vol 604.8K Gross Margin 43.86 % First-quarter earnings were a mixed bag MercadoLibre's first-quarter earnings highlight a combination of opportunities and challenges. The good news is that top-line growth remains explosive, with revenue soaring 49% year over year to $8.85 billion, driven by continued adop...
Consider Micron Technology (NASDAQ:MU) here because a forward FY 2027 earnings multiple of 7x on a company sitting at the literal center of the AI memory bottleneck is a valuation that almost never exists at the heart of a megatrend, and the only reason it does now is that your advisor still thinks “memory” means ... Trading at 7x Earnings in an AI Boom? This Is the ‘Stupid Cheap’ Stock Your Finan...
Consider Micron Technology (NASDAQ:MU) here because a forward FY 2027 earnings multiple of 7x on a company sitting at the literal center of the AI memory bottleneck is a valuation that almost never exists at the heart of a megatrend, and the only reason it does now is that your advisor still thinks “memory” means ... Trading at 7x Earnings in an AI Boom? This Is the ‘Stupid Cheap’ Stock Your Financial Advisor Won’t Tell You About
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of mid-cap communication services companies with ma...
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of mid-cap communication services companies with market capitalizations between $2B and $10B, highlighting those with the highest and lowest quant ratings after the earnings season, underscoring the stocks that strengthened their fundamentals as well as those that lagged. Top-quant rated stocks: Nexstar Media Group ( NXST ): Quant ratings 4.61 , Strong Buy. VEON ( VEON ): Quant ratings 4.56 , Strong Buy. Sirius XM Holdings ( SIRI ): Quant ratings 4.07 , Buy. Snap ( SNAP ): Quant ratings 4.07 , Buy. Uniti Group ( UNIT ): Quant ratings 3.79 , Buy. Bottom-quant rated stocks: Bilibili ( BILI ): Quant ratings 1.72 , Sell. Grindr ( GRND ): Quant ratings 2.16 , Sell. Rumble ( RUM ): Quant ratings 2.26 , Sell. Capcom Co. ( CCOEY ): Quant ratings 2.32 , Sell. Liberty Broadband ( LBRDK ): Quant ratings 2.68 , Hold. More on Communication Services Select Sector SPDR Fund A Subtle Change Took Place For The Capex Story After A Chaotic Q1, I'm Buying XLK And XLC As The Market Exhales XLC: Further TMT Downside Possible, Here's Where To Buy (Rating Downgrade) Telecoms have better reception than the S&P 500 Only two sectors are driving the S&P 500 bull market higher since 2022
dogayusufdokdok Toyota Motor ( TM ) is expanding previously announced Middle East–related production cuts amid concerns that the Strait of Hormuz blockade and Iran war will continue to impact demand. The Japanese automaker now plans to trim overseas production by about 83K vehicles through November, more than double the earlier reduction plan of 38K units tied to disrupted distribution for Middle ...
dogayusufdokdok Toyota Motor ( TM ) is expanding previously announced Middle East–related production cuts amid concerns that the Strait of Hormuz blockade and Iran war will continue to impact demand. The Japanese automaker now plans to trim overseas production by about 83K vehicles through November, more than double the earlier reduction plan of 38K units tied to disrupted distribution for Middle East–bound vehicles. The production cuts are focused on gasoline models for the Middle East and Asia, including RAV4 SUVs built in China and IMV pickup/MPV platforms for emerging markets. Toyota ( TM ) had already reduced Japan output by 40K vehicles for the Middle East in March/April and will cut an additional 1.5K units domestically between June and September for Probox and Corolla Touring models. At the same time, Toyota is shifting its mix toward hybrids and other electrified vehicles, planning higher output and exports of Prius and similar models, which are benefiting from stronger global demand and offer some margin resilience as oil prices stay elevated. Despite planning to sell about 10M Toyota and Lexus vehicles this fiscal year, Toyota ( TM ) forecasts net profit will fall 22% to around ¥3T, with the Middle East conflict alone expected to cut operating profit by roughly ¥670B (~$4.3B). Toyota ( TM ) also warned the forecast could be revised down further if Hormuz disruptions and oil prices worsen. More on Toyota Motor Toyota Motor Corporation (TM) Q4 2026 Earnings Call Transcript Toyota Motor Corporation 2026 Q4 - Results - Earnings Call Presentation Toyota Vs. BYD Represents A Classic Value Vs. Growth Dilemma For Investors US new vehicle sales set to decline 7.3% in April, report says Toyota Motor GAAP EPS of ¥295.25, revenue of ¥50684.9B; gives FY27 outlook
Sarah Xie/iStock Editorial via Getty Images Investment Thesis The market still treats Apple Inc. ( AAPL ) like an expensive hardware business, when in truth, it is becoming a monopolistic consumer ecosystem business that earns high margins from its software products. Each iPhone sold is essentially a ten-year annuity revenue stream due to subscriptions, payments, ads, storage, and AI. In the meant...
Sarah Xie/iStock Editorial via Getty Images Investment Thesis The market still treats Apple Inc. ( AAPL ) like an expensive hardware business, when in truth, it is becoming a monopolistic consumer ecosystem business that earns high margins from its software products. Each iPhone sold is essentially a ten-year annuity revenue stream due to subscriptions, payments, ads, storage, and AI. In the meantime, Apple engages in stock buybacks that even most nations could not afford. Such a combination of predictable revenues, cultlike retention, and financial maneuvering is immensely potent. Since my last coverage , AAPL is nearly up 20%, and just a small increase in ecosystem stickiness through AI could blow earnings multiples sky-high. Data by YCharts Services Margin And Stock Repurchases Push Earnings Estimates To $14 Apple holds strong gross profit margin expansion that is coming from an expanding Services segment. During Q2-FY26, Apple derived $30.976 billion in Services topline with a 16.3% YoY increase, and this segment works with a 76.7% gross margin against the 38.7% gross margin in the Products division. Apple has an installed hardware base exceeding 2.5 billion devices that is the distribution channel for recurring topline models like App Store purchases, iCloud subscriptions, AppleCare attach rates, Apple Music, and advertising placement. Here, expanding the Services segment alters profitability for Apple as the service margin rests above the hardware margin. Thus, in my view, incremental topline dollars flowing through Services expand operating income disproportionately. Total Apple gross margin expanded 1.1 percentage points QoQ to 49.3%, which indicates a mix shift toward Services may continue to expand consolidated gross margins. Q3 Services revenue could increase by a comparable rate to that experienced in Q2, accounting for a 2.5%-point benefit from foreign exchange rates. The fact that subscription revenue is ongoing leads to less risk of revenue fluctuatio...
A spokesperson for Metallica said: "Wherever we go on tour, we want to give something meaningful back to the communities that welcome us. Looking out for one another and supporting those who rely on donated blood every day is a simple act that can make a powerful difference."
A spokesperson for Metallica said: "Wherever we go on tour, we want to give something meaningful back to the communities that welcome us. Looking out for one another and supporting those who rely on donated blood every day is a simple act that can make a powerful difference."
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of small-cap communication services companies with ...
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of small-cap communication services companies with market capitalizations between $30M and $2B, highlighting those with the highest and lowest quant ratings after the earnings season, underscoring the stocks that strengthened their fundamentals as well as those that lagged. Top-quant rated stocks: DHI Group ( DHX ): Quant ratings 4.88 , Strong Buy. MoneyHero ( MNY ): Quant ratings 4.85 , Strong Buy. KORE Group Holdings ( KORE ): Quant ratings 4.77 , Strong Buy. Scholastic ( SCHL ): Quant ratings 4.67 , Strong Buy. Sohu.com ( SOHU ): Quant ratings 4.65 , Strong Buy. Bottom-quant rated stocks: Arena Group Holdings ( AREN ): Quant ratings 1.10 , Strong Sell. Gambling.com Group ( GAMB ): Quant ratings 1.11 , Strong Sell. Gogo ( GOGO ): Quant ratings 1.17 , Strong Sell. Gaia ( GAIA ): Quant ratings 1.19 , Strong Sell. Angel Studios ( ANGX ): Quant ratings 1.21 , Strong Sell. More on Communication Services Select Sector SPDR Fund A Subtle Change Took Place For The Capex Story After A Chaotic Q1, I'm Buying XLK And XLC As The Market Exhales XLC: Further TMT Downside Possible, Here's Where To Buy (Rating Downgrade) Telecoms have better reception than the S&P 500 Only two sectors are driving the S&P 500 bull market higher since 2022
The ERShares Private-Public Crossover ETF is seeing unusually high volume in afternoon trading Tuesday, with over 7.9 million shares traded versus three month average volume of about 2.0 million. Shares of XOVR were up about 0.6% on the day. Components of that ETF with the highest volume on Tuesday were Nvidia, trading down about 1% with over 97.6 million shares changing hands so far this session,...
The ERShares Private-Public Crossover ETF is seeing unusually high volume in afternoon trading Tuesday, with over 7.9 million shares traded versus three month average volume of about 2.0 million. Shares of XOVR were up about 0.6% on the day. Components of that ETF with the highest volume on Tuesday were Nvidia, trading down about 1% with over 97.6 million shares changing hands so far this session, and Tesla, up about 1.5% on volume of over 26.4 million shares. Applovin is the component faring the best Tuesday, higher by about 6.2% on the day, while Mongodb is lagging other components of the ERShares Private-Public Crossover ETF, trading lower by about 5.8%. VIDEO: Tuesday's ETF with Unusual Volume: XOVR The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Tuesday, the Procure Space ETF is outperforming other ETFs, up about 7.5% on the day. Components of that ETF showing particular strength include shares of Momentus, up about 76.6% and shares of Redwire, up about 27.7% on the day. And underperforming other ETFs today is the First Trust Natural Gas ETF, off about 2.2% in Tuesday afternoon trading. Among components of that ETF with the ...
In trading on Tuesday, the Procure Space ETF is outperforming other ETFs, up about 7.5% on the day. Components of that ETF showing particular strength include shares of Momentus, up about 76.6% and shares of Redwire, up about 27.7% on the day. And underperforming other ETFs today is the First Trust Natural Gas ETF, off about 2.2% in Tuesday afternoon trading. Among components of that ETF with the weakest showing on Tuesday were shares of W&T Offshore, lower by about 6.3%, and shares of Riley Exploration Permian, lower by about 5.7% on the day. VIDEO: Tuesday's ETF Movers: UFO, FCG The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Tuesday, oil & gas exploration & production shares were relative laggards, down on the day by about 2.6%. Helping drag down the group were shares of HighPeak Energy, off about 8.5% and shares of W & T Offshore down about 6.3% on the day. Also lagging the market Tuesday are grocery & drug stores shares, down on the day by about 1.3% as a group, led down by Jack in the Box trading lowe...
In trading on Tuesday, oil & gas exploration & production shares were relative laggards, down on the day by about 2.6%. Helping drag down the group were shares of HighPeak Energy, off about 8.5% and shares of W & T Offshore down about 6.3% on the day. Also lagging the market Tuesday are grocery & drug stores shares, down on the day by about 1.3% as a group, led down by Jack in the Box trading lower by about 5.1% and Natural Grocers By Vitamin Cottage, trading lower by about 3.5%. VIDEO: Tuesday Sector Laggards: Oil & Gas Exploration & Production, Grocery & Drug Stores The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Tuesday, semiconductors shares were relative leaders, up on the day by about 4.9%. Leading the group were shares of Atomera, up about 29.9% and shares of Trio-Tech International up about 21.4% on the day. Also showing relative strength are aerospace & defense shares, up on the day by about 4.4% as a group, led by Sidus Space, trading up by about 20.8% and Planet Labs, trading higher ...
In trading on Tuesday, semiconductors shares were relative leaders, up on the day by about 4.9%. Leading the group were shares of Atomera, up about 29.9% and shares of Trio-Tech International up about 21.4% on the day. Also showing relative strength are aerospace & defense shares, up on the day by about 4.4% as a group, led by Sidus Space, trading up by about 20.8% and Planet Labs, trading higher by about 14.4% on Tuesday. VIDEO: Tuesday Sector Leaders: Semiconductors, Aerospace & Defense Stocks The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Key Points Uber Technologies currently demonstrates a substantially larger revenue base, maintaining a clear advantage over Lyft throughout the entire observed period. Both companies experience distinct quarter-over-quarter fluctuations, but Uber Technologies displays a continuous upward trajectory over the last eight quarters, whereas Lyft maintains a mostly flat revenue profile. Investors should...
Key Points Uber Technologies currently demonstrates a substantially larger revenue base, maintaining a clear advantage over Lyft throughout the entire observed period. Both companies experience distinct quarter-over-quarter fluctuations, but Uber Technologies displays a continuous upward trajectory over the last eight quarters, whereas Lyft maintains a mostly flat revenue profile. Investors should monitor whether the absolute revenue gap between the two companies continues to widen or stabilizes as quarter-over-quarter patterns evolve. 10 stocks we like better than Uber Technologies › These ride-sharing leaders are making moves amid massive changes in transportation driven by artificial intelligence (AI) and self-driving technology. Uber Technologies (NYSE:UBER) and Lyft (NASDAQ:LYFT) are posting strong growth for their services, but the head-to-head comparison of recent growth and revenue size may give investors a big clue as to which company is best positioned to win. Uber Technologies: Recent Revenue Trends Uber Technologies operates a global technology network that connects consumers with independent providers for ridesharing, restaurant meal delivery, and freight transportation services. The company announced a 21% year-over-year increase in revenue for the first quarter, along with new initiatives in robotaxis and expansion into hotel bookings. Uber has scaled its ridesharing platform into a profitable business, with operating profit reaching $1.9 billion in the quarter. Lyft: Steady Growth Lyft operates a multimodal transportation network that offers riders personalized, on-demand access to ridesharing, flexible car rentals, and shared bikes across the United States and Canada. The company posted a 14% year-over-year increase in revenue in the first quarter. It recently announced an acquisition of Gett U.K., helping Lyft expand its operations into higher-value segments of the London market. It’s not as profitable as Uber, reporting an operating loss of $5.3 m...
Richard Drury/DigitalVision via Getty Images Quarterly Snapshot Performance The Fund declined 0.52% and the Russell 3000 Index declined 3.96%. Key Drivers Both stock selection and an overweight to industrials as well as our underweight to information technology were the primary drivers of outperformance during the quarter while financials were the largest relative negative. Summary The conflict in...
Richard Drury/DigitalVision via Getty Images Quarterly Snapshot Performance The Fund declined 0.52% and the Russell 3000 Index declined 3.96%. Key Drivers Both stock selection and an overweight to industrials as well as our underweight to information technology were the primary drivers of outperformance during the quarter while financials were the largest relative negative. Summary The conflict in the Middle East is creating elevated near-term uncertainty, and we continue to evaluate the war's broad economic impacts. We continue to find attractive opportunities among large-cap, high-quality, cash-generative, more defensive businesses. Market and portfolio review Broad US equity markets declined during the quarter, with the Russell 3000 falling 3.96%, while performance across the cap spectrum was mixed. Small- and mid-cap stocks held up relatively better, with the Russell 2000 and Russell Midcap returning 0.89% and 1.29%, respectively, while large caps lagged meaningfully (-4.18%). Despite a sharp selloff in March, smaller capitalization stocks have maintained their relative outperformance year to date. The quarter was characterized by increased volatility driven by a combination of geopolitical developments and evolving expectations around artificial intelligence (AI). Escalating tensions in the Middle East and the associated rise in oil prices added to macro uncertainty, while ongoing debate around AI's long-term implications — particularly disruption risks — continued to influence market leadership. From a sector perspective, energy was far and away the best-performing sector, advancing 38% as oil prices rose sharply due to supply concerns following the closure of the Strait of Hormuz. Materials followed in a distant second (+9.5%). Financials (-9.0%), information technology (-9.1%) and consumer discretionary (-9.1%) were nearly tied as the worst-performing sectors in the quarter. Although our overall underweight to the information technology sector was a positive...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Microsoft (NasdaqGS:MSFT) agreed a US$1b, five year global AI alliance with EY, focusing on enterprise scale AI solutions across finance, tax, supply chain, and healthcare. The alliance pairs Microsoft Forward Deployed Engineers with EY consultants to co build secure, sector specific AI tool...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Microsoft (NasdaqGS:MSFT) agreed a US$1b, five year global AI alliance with EY, focusing on enterprise scale AI solutions across finance, tax, supply chain, and healthcare. The alliance pairs Microsoft Forward Deployed Engineers with EY consultants to co build secure, sector specific AI tools for large organizations. Microsoft also entered a new partnership with Airia to support risk management, continuous validation, and regulatory compliance for autonomous AI agents across its platforms. For investors tracking enterprise software and cloud platforms, this move ties Microsoft (NasdaqGS:MSFT) even closer to large corporate and public sector buyers that are trying to roll out Copilot and AI agents across core workflows. EY brings deep client relationships and domain knowledge in finance and operations. Microsoft provides the AI stack and engineering resources, which can help large customers move from pilots to broader production use. The Airia partnership points to rising focus on AI governance, as regulators and boards pay closer attention to model risks, auditability, and compliance. For you as an investor, the key question is how quickly enterprises standardize on Microsoft centric AI tooling for both productivity gains and risk controls, given that these areas often drive long duration software commitments. Stay updated on the most important news stories for Microsoft by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Microsoft. NasdaqGS:MSFT Earnings & Revenue Growth as at May 2026 5 things going right for Microsoft that this headline doesn't cover. Quick Assessment ✅ Price vs Analyst Target : At US$418.57, the stock trades about 25% below the US$560.63 analyst target. ✅ Simply Wall St Valuation : The shares are assessed as trading 26.8% below estimated fair value. ❌ Recent Momentum: The stock ...
In midday trading, the S&P 500 (^GSPC +0.47%) rose 0.57% to 7,516.11, the Nasdaq Composite (^IXIC +0.86%) climbed 1.00% to 26,606.90 on AI strength, while the Dow Jones Industrial Average (^DJI 0.34%) slipped 0.23% to 50,463.03 as non-tech blue chips lagged. Market movers Micron Technology (MU +19.23%) jumped roughly 18% toward a $1 trillion valuation after UBS (UBS +1.38%) tripled its price targe...
In midday trading, the S&P 500 (^GSPC +0.47%) rose 0.57% to 7,516.11, the Nasdaq Composite (^IXIC +0.86%) climbed 1.00% to 26,606.90 on AI strength, while the Dow Jones Industrial Average (^DJI 0.34%) slipped 0.23% to 50,463.03 as non-tech blue chips lagged. Market movers Micron Technology (MU +19.23%) jumped roughly 18% toward a $1 trillion valuation after UBS (UBS +1.38%) tripled its price target, powering semiconductor and AI gains, while travel names including United Airlines (UAL +5.18%) and Carnival (CCL +2.69%) rallied on easing oil and optimism over Iran peace talks. What this means for investors Concerns about a bubble forming in AI-related names aren’t slowing the rally in many of those stocks. Micron Technology stock is leading the way today. Shares of the semiconductor maker have more than tripled just this year, and today’s 18% rally led its market cap to cross the $1 trillion mark. The stock jumped after President Trump praised the company at a rally on Friday for its “hundreds of billions” of investment in the U.S. economy. Shares are also gaining after UBS analyst Timothy Arcuri more than tripled his firm’s price target on Micron from $535 to $1625 per share. Other factors driving the market today are renewed optimism on a peace deal with Iran, fresh U.S. military strikes labeled as defensive, and falling oil prices and Treasury yields. Lower oil prices and a pullback in the 10-year yield are helping to ease inflation worries. There remains significant uncertainty in the market, and valuations are becoming stretched across many areas. Long-term investors shouldn’t worry about the volatility, but could consider taking some profits at this stage of the bull market.
In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Comfort Systems USA Inc (Symbol: FIX) has taken over the #33 spot from Williams Cos Inc (Symbol: WMB), according to ETF Channel . Below is a chart of Comfort Systems USA Inc versus Williams Cos Inc plotting their respective rank within the S&P 500 over time (FIX plotted in blue; WMB plotted...
In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Comfort Systems USA Inc (Symbol: FIX) has taken over the #33 spot from Williams Cos Inc (Symbol: WMB), according to ETF Channel . Below is a chart of Comfort Systems USA Inc versus Williams Cos Inc plotting their respective rank within the S&P 500 over time (FIX plotted in blue; WMB plotted in green): Below is a three month price history chart comparing the stock performance of FIX vs. WMB: FIX is currently trading up about 3.5%, while WMB is down about 1.8% midday Tuesday. Favorites » Further FIX Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Palantir Technologies (PLTR) is pushing into supply chain software, making a pitch that directly challenges one of the largest models in corporate computing. The company claims software-as-a-service, or SaaS, could not be flexible enough for big companies with complex operations. Palantir ...
Palantir Technologies (PLTR) is pushing into supply chain software, making a pitch that directly challenges one of the largest models in corporate computing. The company claims software-as-a-service, or SaaS, could not be flexible enough for big companies with complex operations. Palantir ...