Key Points Director Susan St. Ledger sold 9,334 Series A shares on May 18, 2026, for a transaction value of ~$133,000, with an average price around $14.27 per share. This transaction represented 46.04% of St. Ledger's direct Series A holdings, reducing her direct Series A position from 20,273 to 10,939 shares. The trade was executed directly and involved conversion of derivative securities; no indirect holdings or gifts were reported in this filing. 10 stocks we like better than Klaviyo › Susan St. Ledger, a member of the Board of Directors at Klaviyo, disclosed the sale of 9,334 shares of Series A Common Stock for a transaction value of approximately $133,000, as reported in the SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 9,334 Transaction value ~$133,000 Post-transaction shares (direct) 10,939 Post-transaction value (direct ownership) ~$156,000 Transaction and post-transaction values based on SEC Form 4 weighted average price ($14.27). Key questions How does this sale compare to St. Ledger's historical trading patterns? The 9,334-share disposition is larger than her previous direct sales (such as the 3,413-share sale on Sept. 10, 2025), but in line with her historical average sell size of approximately 7,749 shares; the scale reflects a declining available holdings base rather than a change in cadence. The 9,334-share disposition is larger than her previous direct sales (such as the 3,413-share sale on Sept. 10, 2025), but in line with her historical average sell size of approximately 7,749 shares; the scale reflects a declining available holdings base rather than a change in cadence. What is the significance of the derivative context in this transaction? The shares sold were converted from derivative securities into Series A Common Stock immediately prior to sale, indicating the transaction was structured for liquidity. The shares sold were converted from derivative securities into Series A Common Stock immediately prior to sale, indi...

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$ALAB stock rose 31% this week. Here's what we see in our data. Quiver Quantitative

$AMD stock rose 10% this week. Here's what we see in our data. Quiver Quantitative

Key Points Director Michael Van Handel bought 8,000 shares for a total outlay of ~$491,000 at a weighted average price of $61.39 per share on May 15, 2026. This transaction leaves Van Handel with 44,508 directly-held shares post-transaction. All shares were acquired on the open market, and did not involve derivatives or options. No trusts or other indirect entities were involved either, according to the filing. 10 stocks we like better than Icf International › Board of Directors member Michael J. Van Handel reported the open-market purchase of 8,000 shares of ICF International (NASDAQ:ICFI) on May 15, 2026, for a total consideration of approximately $491,000, according to a SEC Form 4 filing. Transaction summary Metric Value Shares traded 8,000 Transaction value $491,000 Post-transaction shares (direct) 24,254 Transaction value based on SEC Form 4 weighted average purchase price ($61.39). Key questions How does this purchase compare to Van Handel's historical trading activity in ICF International? This is the largest single trade disclosed by Van Handel, exceeding his prior sell event of 4,000 shares and his typical event size of 4,000 shares; it also represents a net increase in exposure to the reported class for the period analyzed. This is the largest single trade disclosed by Van Handel, exceeding his prior sell event of 4,000 shares and his typical event size of 4,000 shares; it also represents a net increase in exposure to the reported class for the period analyzed. What is the current market context for this transaction? The purchase was executed with the stock closing at a price of $61.12 per share on May 15, 2026, following a one-year total return of -21.44% as of the transaction date, suggesting the acquisition occurred after considerable price compression. The purchase was executed with the stock closing at a price of $61.12 per share on May 15, 2026, following a one-year total return of -21.44% as of the transaction date, suggesting the acquisition occur...

Kyle Busch, driver of the #7 HendrickCars.com Chevrolet, celebrates in victory lane after winning the NASCAR Craftsman Truck Series ECOSAVE 200 at Dover Motor Speedway on May 15, 2026 in Dover, Delaware. Sean Gardner | Getty Images Kyle Busch died after severe pneumonia progressed into sepsis, resulting in rapid and overwhelming associated complications, according to a statement released by his family. Dakota Hunter, vice president of Kyle Busch Companies, said in a news release the family received the medical evaluation on Saturday. Busch, a two-time NASCAR champion, died at 41 on Thursday, a day after passing out in a Chevrolet simulator. Sepsis is considered a life-threatening medical emergency that occurs when the body has an extreme, overactive response to an infection, causing the immune system to damage its own tissues and organs, according to the Centers for Disease Control and Prevention. Typically the immune system releases chemicals to fight off pathogens like bacteria, viruses or fungi, but with sepsis the response goes into overdrive. The results can cause widespread inflammation, form microscopic blood clots and make blood vessels leak. Busch was thought to have had a sinus cold while racing at Watkins Glen on May 10 and radioed in to his team saying that he needed a "shot" from a doctor after the race. However, he bounced back to win the Trucks Series race at Dover last weekend, and then he finished 17th in the All-Star race on Sunday. Busch, who was preparing to race Sunday at the Coca-Cola 600 at Charlotte Motor Speedway, was testing in the Chevrolet racing simulator in Concord on Wednesday when he became unresponsive and was transported to a hospital in Charlotte, several people familiar with the situation told The Associated Press. During the emergency call placed late that afternoon, an unidentified caller calmly told the dispatch: "I've got an individual that's (got) shortness of breath, very hot, thinks he's going to pass out, and is producing ...

One of the premier tech investors today is Tiger Global's Chase Coleman, and the billionaire hedge fund manager was busy putting money to work in a trio of semiconductor stocks in Q1. With the artificial intelligence (AI) infrastructure market booming, this is still a great place to find top growth stocks. During the quarter, Coleman added to his already large holdings in Nvidia (NVDA 1.86%), Broadcom (AVGO +0.01%), and Taiwan Semiconductor Manufacturing (TSM 0.69%). All three stocks are among his top 10 holdings, with Nvidia at No. 2 behind Alphabet, at 9.2% of his holdings; TSMC at No. 4, with an 8.2% position; and Broadcom at No. 7, at 4.9% of his portfolio. Let's look at what might have attracted Coleman to these names and why they all still look like solid buys. 1. Nvidia: The LLM training leader Nvidia is the dominant name in AI infrastructure, especially for AI model training. The company has created a wide moat in this area through its CUDA software platform, which it planted in early AI research labs and, as a result, is where most foundational AI code is written and optimized for its graphics processing units (GPUs). The large language model (LLM) training market will remain its bread and butter, but it is also well positioned for inference and agentic AI. Its "acquisition" of Groq and its language processing units (LPUs) helps it attack the memory-intensive inference market, while it has also developed its own central processing units (CPUs), which are important for agentic AI. The company also has a strong networking portfolio. Expand NASDAQ : NVDA Nvidia Today's Change ( -1.86 %) $ -4.09 Current Price $ 215.42 Key Data Points Market Cap $5.2T Day's Range $ 214.84 - $ 221.07 52wk Range $ 132.92 - $ 236.54 Volume 5.8M Avg Vol 171.3M Gross Margin 74.15 % Dividend Yield 0.02 % Overall, Nvidia has quietly transformed itself from a chipmaker into a complete AI infrastructure player that can deliver customers end-to-end server solutions designed for specific A...

Key Points Nvidia has transformed itself into more than just a GPU maker. Broadcom is riding the wave of custom AI chip solutions. TSMC is one of the biggest AI infrastructure beneficiaries. 10 stocks we like better than Nvidia › One of the premier tech investors today is Tiger Global's Chase Coleman, and the billionaire hedge fund manager was busy putting money to work in a trio of semiconductor stocks in Q1. With the artificial intelligence (AI) infrastructure market booming, this is still a great place to find top growth stocks. During the quarter, Coleman added to his already large holdings in Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), and Taiwan Semiconductor Manufacturing (NYSE: TSM). All three stocks are among his top 10 holdings, with Nvidia at No. 2 behind Alphabet, at 9.2% of his holdings; TSMC at No. 4, with an 8.2% position; and Broadcom at No. 7, at 4.9% of his portfolio. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Let's look at what might have attracted Coleman to these names and why they all still look like solid buys. 1. Nvidia: The LLM training leader Nvidia is the dominant name in AI infrastructure, especially for AI model training. The company has created a wide moat in this area through its CUDA software platform, which it planted in early AI research labs and, as a result, is where most foundational AI code is written and optimized for its graphics processing units (GPUs). The large language model (LLM) training market will remain its bread and butter, but it is also well positioned for inference and agentic AI. Its "acquisition" of Groq and its language processing units (LPUs) helps it attack the memory-intensive inference market, while it has also developed its own central processing units (CPUs), which are important for agentic AI. The company also has a strong net...

Karp Prioritizes VO2 Max And Muscle Speaking with Axios' Mike Allen at the World Economic Forum in Davos in January 2024, Karp said he focuses on VO2 max, a measure of how much oxygen the body can use during hard exercise. Karp said he believes pushing VO2 max into a top age-group range ranks among the most important steps a person can take for long-term health. But he also warned against chasing endurance at the expense of strength. "My VO2 Max is like elite for like a 25-year-old," Karp said. "But if I go to elite for a 20-year-old, I lose muscle mass. I think for brain health it’s much better to be slightly older from a VO2 Max and increased muscle mass." Norwegian Training Shapes His Fitness Advice He told executives that they should think about the point where aerobic capacity, muscle and brain health overlap. His formula requires patience. "You spend three years working on VO2 Max," Karp said, adding that the work requires discipline, low-intensity exercise and "very technical intervals." His shortcut for learning the method was to simply, "just copy the Norwegians." Norwegian researchers at NTNU's Cardiac Exercise Research Group promote the 4×4 interval model, which uses four hard four-minute efforts separated by active recovery. Their guidance also pairs interval work with broader exercise habits. Strength Work Complements Slow Running Karp said people should later add practical strength work, not mirror-muscle training. He recommended "bands and body weight exercises" to make muscles "stronger and more flexible." Research supports much of his framing. A Cleveland Clinic study published in JAMA Network Open linked higher cardiorespiratory fitness with longer survival and found no upper limit to benefit. Reviews also associate resistance training with brain changes and gains in executive function, though researchers urge caution because studies vary in size and design. For beginners, Karp kept the advice simpler. "Run like a snail," he said. "Meaning, you run...

At first blush, there's no apparent immediate threat of a recession. Now look again. Inflation is creeping up, reaching nearly a three-year high of 3.8% last month. The Federal Reserve isn't exactly in a position to do much about it, either. The best weapon for combating inflation is higher interest rates. Still, the already wobbly (and highly indebted) U.S. economy could crumble under the weight of even just one or two rate increases. Connect the dots. Owning stocks isn't exactly a low-risk proposition here. There is one exception to this concern, however. That's largely about recession-proof utility stocks, which offer services that consumers and corporations alike must continue paying for regardless of the economic backdrop. So if you're concerned that a recession -- or even just a period of prolonged economic weakness -- is brewing, utilities stocks like The Southern Company (SO +0.33%), Brookfield Renewable Corporation (BEPC 0.27%), and Vistra (VST +4.82%) might be smart holdings to add to your portfolio sooner than later. The Southern Company is a predictable industry stalwart There's nothing especially special about The Southern Company. But that's the point. Investors afraid of a recession want to own well-established and well-proven defensive names. That's what this utility outfit brings to the table. The $100 billion organization has been in business for well over a century now, and currently serves more than 9 million customers located all over the United States. Its biggest single fuel source right now is natural gas, although, as it transitioned away from coal, it's now investing in renewables as opportunities and funding allow. It's not aggressively forcing this shift, however, and putting itself into a financial pinch as a result. Expand NYSE : SO Southern Company Today's Change ( 0.33 %) $ 0.31 Current Price $ 94.55 Key Data Points Market Cap $107B Day's Range $ 93.77 - $ 94.80 52wk Range $ 83.80 - $ 100.83 Volume 3.4M Avg Vol 5.2M Gross Margin 29.31...

One of the premier tech investors today is Tiger Global's Chase Coleman, and the billionaire hedge fund manager was busy putting money to work in a trio of semiconductor stocks in Q1. With the artificial intelligence (AI) infrastructure market booming, this is still a great place to find top growth stocks. During the quarter, Coleman added to his already large holdings in Nvidia (NVDA 1.86%), Broadcom (AVGO +0.01%), and Taiwan Semiconductor Manufacturing (TSM 0.69%). All three stocks are among his top 10 holdings, with Nvidia at No. 2 behind Alphabet, at 9.2% of his holdings; TSMC at No. 4, with an 8.2% position; and Broadcom at No. 7, at 4.9% of his portfolio. Let's look at what might have attracted Coleman to these names and why they all still look like solid buys. 1. Nvidia: The LLM training leader Nvidia is the dominant name in AI infrastructure, especially for AI model training. The company has created a wide moat in this area through its CUDA software platform, which it planted in early AI research labs and, as a result, is where most foundational AI code is written and optimized for its graphics processing units (GPUs). The large language model (LLM) training market will remain its bread and butter, but it is also well positioned for inference and agentic AI. Its "acquisition" of Groq and its language processing units (LPUs) helps it attack the memory-intensive inference market, while it has also developed its own central processing units (CPUs), which are important for agentic AI. The company also has a strong networking portfolio. Expand NASDAQ : NVDA Nvidia Today's Change ( -1.86 %) $ -4.09 Current Price $ 215.42 Key Data Points Market Cap $5.2T Day's Range $ 214.84 - $ 221.07 52wk Range $ 132.92 - $ 236.54 Volume 5.8M Avg Vol 171.3M Gross Margin 74.15 % Dividend Yield 0.02 % Overall, Nvidia has quietly transformed itself from a chipmaker into a complete AI infrastructure player that can deliver customers end-to-end server solutions designed for specific A...

The "Magnificent Seven" began 2026 in a hole. Every member slid in the year's first few months as investors started questioning how much they had been paying for promises tied to artificial intelligence (AI). Since then, however, most of the group has climbed back. As of this writing, the seven are collectively higher on the year, the S&P 500 is up more than 8%, and Alphabet has jumped more than 20%. But one name has been left out of the rebound. Microsoft (MSFT 0.06%) is down about 13% so far in 2026, the worst showing in the group. Even Tesla, which had been vying with Microsoft for last place earlier in the year, has since pulled ahead -- as have chipmaker Nvidia, fresh off another strong quarter, and iPhone maker Apple. What makes the gap unusual is that the business itself hasn't stumbled. So, with the stock sitting at the back of the pack, is the software and cloud giant's stock finally worth buying? A business that keeps speeding up Microsoft's fiscal third quarter of 2026 (the period ended March 31, 2026) didn't look like a company in trouble. Revenue rose 18% year over year to $82.9 billion -- an acceleration from 17% growth the prior quarter, and operating income climbed 20% to $38.4 billion. Further, the software giant's non-GAAP (adjusted) earnings per share rose about 21%. Even more, Microsoft said its AI products now carry an annual revenue run rate of more than $37 billion -- up 123% from a year earlier. Behind it is everything from outside developers building on Azure, the company's cloud computing business, to Microsoft's own Copilot assistant, which crossed 20 million paid seats after adding 5 million in a single quarter. Management also signaled a change in how it plans to charge for all of this. "Any per-user business of ours, whether it's productivity, coding, security, will become a per-user and usage business," CEO Satya Nadella said during the company's fiscal third-quarter earnings call. In plain terms, Microsoft wants to keep collecting its...

Key Points Microsoft is the worst-performing "Magnificent Seven" stock in 2026, down about 13% year to date. Revenue growth accelerated in the company's fiscal third quarter, and its annual AI business revenue run rate more than doubled. The software and cloud giant is now one of the cheapest stocks in the group, but its spending plans keep climbing. 10 stocks we like better than Microsoft › The "Magnificent Seven" began 2026 in a hole. Every member slid in the year's first few months as investors started questioning how much they had been paying for promises tied to artificial intelligence (AI). Since then, however, most of the group has climbed back. As of this writing, the seven are collectively higher on the year, the S&P 500 is up more than 8%, and Alphabet has jumped more than 20%. But one name has been left out of the rebound. Microsoft (NASDAQ: MSFT) is down about 13% so far in 2026, the worst showing in the group. Even Tesla, which had been vying with Microsoft for last place earlier in the year, has since pulled ahead -- as have chipmaker Nvidia, fresh off another strong quarter, and iPhone maker Apple. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » What makes the gap unusual is that the business itself hasn't stumbled. So, with the stock sitting at the back of the pack, is the software and cloud giant's stock finally worth buying? A business that keeps speeding up Microsoft's fiscal third quarter of 2026 (the period ended March 31, 2026) didn't look like a company in trouble. Revenue rose 18% year over year to $82.9 billion -- an acceleration from 17% growth the prior quarter, and operating income climbed 20% to $38.4 billion. Further, the software giant's non-GAAP (adjusted) earnings per share rose about 21%. Even more, Microsoft said its AI products now carry an annual revenue run ra...

According to a May 18, 2026 SEC filing , Seven Six Capital Management, LLC disclosed a new position in Dauch (NYSE:DCH) of 565,936 shares. The estimated transaction value was $3.94 million, calculated using the quarter’s average share price. The quarter-end value of the position was $3.36 million, reflecting both the share acquisition and subsequent stock price movements. Dauch is a leading supplier of driveline and metal forming technologies, supporting a broad mix of electric, hybrid, and traditional vehicle architectures. With a global manufacturing footprint and a diversified customer base, it leverages engineering expertise to deliver critical components to automotive and industrial clients. It appears that Seven Six Capital Management is bullish on the automotive industry. Dauch was the second largest addition the firm made to its portfolio in the first quarter. The largest addition to the portfolio in the first quarter was Amcor , a company focused on innovative packaging. Continue reading

A ship remains anchored on May 16, 2026 in the Strait of Hormuz near Larak Island, Iran. Negotiations between the U.S. and Iran over opening this critical waterway have largely stalled as the countries have rejected each other's proposals to end the war that began when the U.S. and Israel attacked Iran on February 28. Majid Saeedi | Getty Images News | Getty Images Mediators believe they are nearing a deal to extend the U.S. ceasefire with Iran by 60 days and establish a framework for nuclear talks, the Financial Times reported Saturday, citing people briefed on the negotiations. The agreement would include a gradual reopening of the Strait of Hormuz, a commitment to discuss Iran's stockpile of enriched uranium, eased sanctions, and the phased unfreezing of Tehran's overseas assets, the FT reported. Iran's foreign ministry spokesman said Tehran is finalizing a "memorandum of understanding" to end the war as a first phase, before moving to broader talks within 30 to 60 days. "The deal seems to be going in the right direction. It's with the Americans now for review," a diplomat briefed on the talks told the FT. U.S. President Donald Trump said he is "getting a lot closer " to an agreement with Iran, CBS News reported Saturday. He could make a decision Sunday, Axios reported . There has been a fragile ceasefire in place since April 8, punctuated by skirmishes as the U.S. and Iran jockey over the Strait of Hormuz, a key passage for global energy trade. The conflict has set off what Gulf states called the worst global energy crisis in decades, with higher energy prices in the U.S. feeding rising inflation and expectations that the Federal Reserve may need to increase interest rates. Pakistani and Qatari negotiators held talks with Iranian counterparts on Thursday and Friday, while staying in regular contact with U.S. envoy Steve Witkoff, the FT reported. Iran's top negotiator told a Pakistani counterpart that Iran wouldn't compromise its "legitimate rights" and expressed...

Tobacco giant Altria (MO +0.26%) has been struggling to generate much growth in recent years. As fewer people smoke, the company has been pivoting to other, less harmful products for consumers. It's been a challenging journey for the company, and there's no denying that smokeable tobacco is still its core business, and it's going to remain that way for the foreseeable future. When the company recently reported earnings, there was a positive surprise for investors, or so it seemed anyway. Sales were up 5% from the same period compared to a year ago. That's not the type of growth investors have been accustomed to seeing from the company. But when looking at the bigger picture, the results look far less exciting. Altria's numbers were up, but they were also going up against some weaker comparables When a business is in decline, it may be easier to show growth even if the numbers aren't necessarily higher than they were a few years ago. And that's exactly the case with Altria. On a year-over-year basis, sales (net of excise taxes) were up over 5% in its most recent quarter -- the best rate the tobacco company has achieved in multiple years. Its revenue during the first three months of the year, when excluding excise taxes, totaled $4.1 billion. Five years earlier, however, that figure stood at nearly $4.9 billion. Its revenue has actually declined by approximately 16% over that time frame. While there has been some growth in its oral tobacco products over the past five years, it's not anything to get terribly excited about. From $626 million in net revenue back in the first quarter of 2021 to $669 million this past quarter, that's an increase of just under 7%. It's modest, and it still means that it's a small fraction of the overall business. Expand NYSE : MO Altria Group Today's Change ( 0.26 %) $ 0.19 Current Price $ 73.90 Key Data Points Market Cap $123B Day's Range $ 73.48 - $ 74.16 52wk Range $ 54.70 - $ 74.56 Volume 4.5M Avg Vol 9.3M Gross Margin 79.39 % Dividend ...

Key Points Altria's growth rate was surprisingly strong in its most recent quarter. However, after years of declines, it was also going up against some fairly weak numbers. There's still plenty of uncertainty around the company's long-term future. 10 stocks we like better than Altria Group › Tobacco giant Altria (NYSE: MO) has been struggling to generate much growth in recent years. As fewer people smoke, the company has been pivoting to other, less harmful products for consumers. It's been a challenging journey for the company, and there's no denying that smokeable tobacco is still its core business, and it's going to remain that way for the foreseeable future. When the company recently reported earnings, there was a positive surprise for investors, or so it seemed anyway. Sales were up 5% from the same period compared to a year ago. That's not the type of growth investors have been accustomed to seeing from the company. But when looking at the bigger picture, the results look far less exciting. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Altria's numbers were up, but they were also going up against some weaker comparables When a business is in decline, it may be easier to show growth even if the numbers aren't necessarily higher than they were a few years ago. And that's exactly the case with Altria. On a year-over-year basis, sales (net of excise taxes) were up over 5% in its most recent quarter -- the best rate the tobacco company has achieved in multiple years. Its revenue during the first three months of the year, when excluding excise taxes, totaled $4.1 billion. Five years earlier, however, that figure stood at nearly $4.9 billion. Its revenue has actually declined by approximately 16% over that time frame. While there has been some growth in its oral tobacco products over the past fiv...

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Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates that AI inference workloads in data centers could jump from almost 21 gigawatts (GW) last year to 93 GW in 2030, clocking a compound annual growth rate (CAGR) of 35%. Not surprisingly, there is a race among AI chipmakers to make inference-focused processors to capitalize on this lucrative growth opportunity. From Nvidia (NVDA 1.86%) to Advanced Micro Devices to Broadcom to Intel, everyone is trying to make the most efficient chips that can run AI inference applications cost-effectively in data centers and at the edge. However, I believe that these semiconductor companies will be beaten by Arm Holdings (ARM +2.78%) in the inference era. Let's look at the reasons why. Arm Holdings is a top pick-and-shovel AI inference play AI inference isn't as compute intensive as the training phase. In fact, AI inference can be performed even by a central processing unit (CPU) in both data centers and on edge devices running inference workloads locally. Arm Holdings' focus on offering energy-efficient chip designs, which help chip designers make power-efficient chips with solid performance, has made the British company the go-to choice for several consumer electronics companies and chipmakers. Expand NASDAQ : ARM Arm Holdings Today's Change ( 2.78 %) $ 8.28 Current Price $ 306.51 Key Data Points Market Cap $326B Day's Range $ 288.21 - $ 315.00 52wk Range $ 100.02 - $ 315.00 Volume 14M Avg Vol 8.7M Gross Margin 94.08 % Nvidia, for instance, utilizes Arm's architecture for its Grace server CPU. Its latest Vera CPU, which the company will sell as a stand-alone product, is also based on Arm's late...

Key Points Arm Holdings' influence in the AI inference market is increasing thanks to its solid customer base. Arm's diversified revenue streams, including licensing, royalty, and its in-house chips, will make it a significantly bigger company over the next five years. Arm's impressive revenue growth is likely to be rewarded with more upside on the stock market. 10 stocks we like better than Arm Holdings › Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates that AI inference workloads in data centers could jump from almost 21 gigawatts (GW) last year to 93 GW in 2030, clocking a compound annual growth rate (CAGR) of 35%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Not surprisingly, there is a race among AI chipmakers to make inference-focused processors to capitalize on this lucrative growth opportunity. From Nvidia (NASDAQ: NVDA) to Advanced Micro Devices to Broadcom to Intel, everyone is trying to make the most efficient chips that can run AI inference applications cost-effectively in data centers and at the edge. However, I believe that these semiconductor companies will be beaten by Arm Holdings (NASDAQ: ARM) in the inference era. Let's look at the reasons why. Arm Holdings is a top pick-and-shovel AI inference play AI inference isn't as compute intensive as the training phase. In fact, AI inference can be performed even by a central processing unit (CPU) in both data centers and on edge devices running inference workloads locally. Arm Holdings' focus...

Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates that AI inference workloads in data centers could jump from almost 21 gigawatts (GW) last year to 93 GW in 2030, clocking a compound annual growth rate (CAGR) of 35%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Not surprisingly, there is a race among AI chipmakers to make inference-focused processors to capitalize on this lucrative growth opportunity. From Nvidia (NASDAQ: NVDA) to Advanced Micro Devices to Broadcom to Intel, everyone is trying to make the most efficient chips that can run AI inference applications cost-effectively in data centers and at the edge. However, I believe that these semiconductor companies will be beaten by Arm Holdings (NASDAQ: ARM) in the inference era. Let's look at the reasons why. Image source: The Motley Fool. Arm Holdings is a top pick-and-shovel AI inference play AI inference isn't as compute intensive as the training phase. In fact, AI inference can be performed even by a central processing unit (CPU) in both data centers and on edge devices running inference workloads locally. Arm Holdings' focus on offering energy-efficient chip designs, which help chip designers make power-efficient chips with solid performance, has made the British company the go-to choice for several consumer electronics companies and chipmakers. Nvidia, for instance, utilizes Arm's architecture for its Grace server CPU. Its latest Vera CPU, which the company will sell as a stand-alone product, is...

Susan St. Ledger, a member of the Board of Directors at Klaviyo, disclosed the sale of 9,334 shares of Series A Common Stock for a transaction value of approximately $133,000, as reported in the SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 9,334 Transaction value ~$133,000 Post-transaction shares (direct) 10,939 Post-transaction value (direct ownership) ~$156,000 Transaction and post-transaction values based on SEC Form 4 weighted average price ($14.27). Key questions How does this sale compare to St. Ledger's historical trading patterns? The 9,334-share disposition is larger than her previous direct sales (such as the 3,413-share sale on Sept. 10, 2025), but in line with her historical average sell size of approximately 7,749 shares; the scale reflects a declining available holdings base rather than a change in cadence. The 9,334-share disposition is larger than her previous direct sales (such as the 3,413-share sale on Sept. 10, 2025), but in line with her historical average sell size of approximately 7,749 shares; the scale reflects a declining available holdings base rather than a change in cadence. What is the significance of the derivative context in this transaction? The shares sold were converted from derivative securities into Series A Common Stock immediately prior to sale, indicating the transaction was structured for liquidity. The shares sold were converted from derivative securities into Series A Common Stock immediately prior to sale, indicating the transaction was structured for liquidity. How does this transaction affect St. Ledger's overall ownership and control? While her direct Series A stake decreased by 46.04%, her remaining direct Series A holdings total 10,939 shares after the transaction. While her direct Series A stake decreased by 46.04%, her remaining direct Series A holdings total 10,939 shares after the transaction. What is the market context for this sale? The transaction occurred at prices around $14.27 per...

Board of Directors member Michael J. Van Handel reported the open-market purchase of 8,000 shares of ICF International (ICFI +1.32%) on May 15, 2026, for a total consideration of approximately $491,000, according to a SEC Form 4 filing. Transaction summary Metric Value Shares traded 8,000 Transaction value $491,000 Post-transaction shares (direct) 24,254 Transaction value based on SEC Form 4 weighted average purchase price ($61.39). Key questions How does this purchase compare to Van Handel's historical trading activity in ICF International? This is the largest single trade disclosed by Van Handel, exceeding his prior sell event of 4,000 shares and his typical event size of 4,000 shares; it also represents a net increase in exposure to the reported class for the period analyzed. This is the largest single trade disclosed by Van Handel, exceeding his prior sell event of 4,000 shares and his typical event size of 4,000 shares; it also represents a net increase in exposure to the reported class for the period analyzed. What is the current market context for this transaction? The purchase was executed with the stock closing at a price of $61.12 per share on May 15, 2026, following a one-year total return of -21.44% as of the transaction date, suggesting the acquisition occurred after considerable price compression. The purchase was executed with the stock closing at a price of $61.12 per share on May 15, 2026, following a one-year total return of -21.44% as of the transaction date, suggesting the acquisition occurred after considerable price compression. Were any options or derivatives involved in this transaction? No options or derivative securities were exercised or transacted in connection with this purchase; the filing indicates only direct open-market share acquisition. Company overview Metric Value Revenue (TTM) $1.82 billion Net income (TTM) $85.26 million Dividend yield 0.66% 1-year price change -30.40% Note: 1-year price performance calculated using May 15, 202...

Ukraine Regained Territory After Cutting Russia's Black Market Starlink Terminals According to a newly declassified U.S. defense intelligence assessment first reported by Bloomberg, Moscow’s frontline command-and-control structures suffered a catastrophic blackout earlier this year due largely to coordinated crackdown that disabled thousands of black market Russian Starlink terminals . The Pentagon document highlights just how deeply Russian forces had come to rely on Elon Musk's commercial satellite terminals to patch over their own spotty military communication systems. For months, Russian units bypassed international sanctions via shadow supply networks to source the hardware. The Friday Bloomberg report claims that a "Ukrainian offensive against Russia earlier this year retook about 400 square kilometers after thousands of portable Starlink internet terminals operated by Russian forces were deactivated ," citing analysis from the US Defense Intelligence Agency. The document, authored jointly by the DIA and US European Command, states that "Russian military capabilities in Ukraine were temporarily yet significantly degraded following Ukrainian officials’ efforts in February to deactivate thousands of Starlink terminals that were illicitly used by Russian forces to coordinate movements and unmanned aircraft strikes in areas where communications were unreliable or easily jammed." Ukrainian forces then made their first territorial gains since 2023, after years of steady Russian gains, with Russia military comms now said to be "temporarily yet significantly degraded" due to the loss of the terminals. The report further describes that Kiev forces working in tandem with SpaceX were able to deploy sweeping geographic restrictions that target-locked and deactivated unauthorized terminals operating inside the combat zone . This resulted in "instant" results. What also didn't help is the Kremlin's own tightening restrictions on the use of Telegram by Russian forces, and so...

The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by GasBuddy Head of Petroleum Analysis Patrick De Haan, The Points Guy Managing Editor Clint Henderson, Refugees International President Jeremy Konyndyk, Journalist and Author “The Almighty Dollar” Brendan Greeley, Former CIA Director US Army (Ret.) Gen. David Petraeus and Wayback Burger CEO Patrick Conlin. (Source: Bloomberg)

Key Points Unusual Machines just announced a profitable first quarter. The company says demand, by all indications, is growing. Investors bought the dip this week. 10 stocks we like better than Unusual Machines › Investors sold Unusual Machines (NYSEMKT: UMAC) stock after it reported earnings on May 14. That sell-off continued into this week, with the stock down as much as 9% at the low. But shares of the drone component maker rebounded sharply as investors considered the potential of this small-cap stock. Unusual Machines stock ended the week in the black, up by 3.6%, according to data provided by S&P Global Market Intelligence. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Drones are the future Unusual Machines said its first-quarter revenue nearly quadrupled year over year as sales accelerated throughout the year. Though it's off a low base, the pace of rising sales is what investors should note. Revenue jumped 65% just since Q4. The company is trying to keep up with demand. Management noted, "We are adding shifts and expanding capacity across all of our facilities." What might surprise some investors is that the small-cap company also announced a profitable quarter. There is also potential for expansion in both the domestic drone delivery and military drone markets. The primary risk lies in execution. If Unusual Machines can scale manufacturing while controlling costs to maintain and grow margins, the stock should have room to grow. The company says that every demand indicator is on the rise and believes the market is still in the early stages of development. That potential had investors buying the dip this week, with increasing capacity suggesting further sales growth in the coming quarters. Should you buy stock in Unusual Machines right now? Before you buy stock in Unusual Machines, consid...

Citi names Broadcom stock top semiconductor pick for 2026 thestreet.com