Maine Democrat Graham Platner’s withdrawal from his US Senate race is ratcheting up an already intense run-up to the US midterm elections. And yet, across the political spectrum, lawmakers in Washington agree that they need to deliver — quickly — on promises of affordability.
Maine Democrat Graham Platner’s withdrawal from his US Senate race is ratcheting up an already intense run-up to the US midterm elections. And yet, across the political spectrum, lawmakers in Washington agree that they need to deliver — quickly — on promises of affordability.
JNemchinova/iStock via Getty Images I am the contrarian who highlighted the sound value and growth prospects of Constellium SE ( CSTM ) in February 2025 here , right after President Trump was inaugurated. The baseline arguments were the company would benefit from U.S. tariffs on aluminum, and European defense contractors might see a bump higher in local continent orders on Trump's requests for gre...
JNemchinova/iStock via Getty Images I am the contrarian who highlighted the sound value and growth prospects of Constellium SE ( CSTM ) in February 2025 here , right after President Trump was inaugurated. The baseline arguments were the company would benefit from U.S. tariffs on aluminum, and European defense contractors might see a bump higher in local continent orders on Trump's requests for greater NATO spending. My bullish forecast has played out in the company's favor over 16 months, from a low valuation point for the stock, with higher aluminum prices helping to goose results. Being one of the top aluminum product manufacturers in the world, based in France, the company is generating rising income and cash flow while hard at work at fixing its balance sheet (through debt reduction and higher EBITDA). My issues are not with operations in the middle of 2026. Constellium - Q1 2026 Earnings Presentation Constellium - Q1 2026 Earnings Presentation CSTM is one of a long list of stocks I have written about over the past year and a half that have doubled in price, at a minimum. That's the upside of owning smaller to mid-cap, out-of-favor, common equity securities (taking on equally greater downside risk when wrong vs. a major blue chip in America). Constellium has delivered +155% as a total return since my bullish article was posted vs. +25% for the S&P 500. Seeking Alpha - Paul Franke, Constellium Article, February 26th, 2025 However, now may be a good time to take some profits or liquidate your position completely, moving on to other attractive risk/reward ideas. Why? The primary reason is it appears improving 2025-26 operating results have largely been discounted in the stock quote. Seeking Alpha Table - Constellium, Analyst Estimates for 2026-28, July 8th, 2026 While CSTM's overall valuation is not that expensive vs. thousands of U.S. stocks, with Seeking Alpha's Quant Valuation Grade of "B+" currently, sales and income could be peaking this year. Analyst forecast...
Tech layoff announcements follow a predictable script. A company memo goes out. The number of jobs cut makes the headlines. Executives talk about realigning for the future. Then the story moves on, and the people who just lost their income are left sorting through the details on their own. ...
Tech layoff announcements follow a predictable script. A company memo goes out. The number of jobs cut makes the headlines. Executives talk about realigning for the future. Then the story moves on, and the people who just lost their income are left sorting through the details on their own. ...
Douglas Rissing/iStock via Getty Images Applied Materials ( AMAT ), like many semi stocks and AI-theme stocks, has seen its stock price correct rather meaningfully as of late. Even in just the last few weeks, the stock is down nearly 20%. With gains for the year still rather impressive at 112%, the question acutely becomes what to do with shares here. I think this is an exceptionally interesting c...
Douglas Rissing/iStock via Getty Images Applied Materials ( AMAT ), like many semi stocks and AI-theme stocks, has seen its stock price correct rather meaningfully as of late. Even in just the last few weeks, the stock is down nearly 20%. With gains for the year still rather impressive at 112%, the question acutely becomes what to do with shares here. I think this is an exceptionally interesting company with a differentiated and leading market position, but I simply cannot fathom how anyone makes sense of the valuation here. I see clear downside risk for the stock and begin coverage with a Sell. The Global Semi Machine Applied Materials is a provider of equipment, services and software primarily to the semiconductor industry. Their customers include manufacturers of semi wafers, chips and electronic devices. These products are then used in everything from smartphones to personal computers to data center servers to even IoT and automobiles. The company has two clear segments - Semiconductor Systems and Applied Global Services ("AGS"). On the Semiconductor Systems side of things, the company really supplies capital equipment to end customers like foundries or those involved in fabricating chips across the logic and memory verticals. Demand is largely driven by all the things we think about associated with AI, whether it's data centers or robotics or even more advanced chips in smartphones. Installation timelines and customer capex are really the most important variables with respect to a company like this, which I believe offers investors a unique vantage point going forward. Within Semi Systems, there is a 67% mix for foundry, logic and other, a 26% Dynamic random-access memory ("DRAM") mix, and 7% Flash memory mix ("NAND"). AGS is really focused on providing services, spare parts, and factory automation software to semi-manufacturers worldwide. This largely leverages the company's installed base to provide maintenance, repairs, upgrades and other services to keep cu...
Benjamin Silbermann, a director at Pinterest, Inc. (NYSE:PINS) , reported a sale of 93,750 shares of Class A Common Stock on July 7, 2026 and July 8, 2026, according to an SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average sale price ($22.43); post-transaction value based on July 08, 2026 market close ($22.53). Pinterest operates as a leading visual discovery platform with ...
Benjamin Silbermann, a director at Pinterest, Inc. (NYSE:PINS) , reported a sale of 93,750 shares of Class A Common Stock on July 7, 2026 and July 8, 2026, according to an SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average sale price ($22.43); post-transaction value based on July 08, 2026 market close ($22.53). Pinterest operates as a leading visual discovery platform with a global reach, leveraging sophisticated machine learning algorithms to deliver personalized content recommendations across diverse categories including home design, fashion, culinary, and DIY projects. The company has established a defensible competitive position through its proprietary visual search technology, engaged user community, and established advertiser relationships. With 4,778 employees and a market capitalization of $15.1 billion, Pinterest continues to scale its advertising platform while expanding commerce integration capabilities to drive monetization across its user base. Continue reading
Instagram users should check privacy settings after rollout of new Meta AI image generator, advocates warn Meta has sparked blowback from privacy advocates for allowing its new AI image maker to generate photos of users with public profiles by default. Users of Meta’s Muse Image AI tool, released Tuesday, can tag public Instagram profiles and generate pictures that pull from faces of people featur...
Instagram users should check privacy settings after rollout of new Meta AI image generator, advocates warn Meta has sparked blowback from privacy advocates for allowing its new AI image maker to generate photos of users with public profiles by default. Users of Meta’s Muse Image AI tool, released Tuesday, can tag public Instagram profiles and generate pictures that pull from faces of people featured in these social media posts. Instagram users aren’t notified when their posts are integrated into what the company describes as its “most advanced image generation model yet”. Continue reading...
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.81%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.27%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.62%. September E-mini S&P futures (ESU26 ) rose +0.82%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.81%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.27%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.62%. September E-mini S&P futures (ESU26 ) rose +0.82%, and September E-mini Nasdaq futures...
In the past week, Tesla reported second-quarter 2026 production of 451,758 vehicles and deliveries of 480,126 units, while also launching driverless Robotaxi operations in Miami, its first such market beyond Texas and California. Together with a rapidly expanding Megapack order book and growing focus on AI and robotics, these moves highlight Tesla’s push to evolve from a pure EV manufacturer into ...
In the past week, Tesla reported second-quarter 2026 production of 451,758 vehicles and deliveries of 480,126 units, while also launching driverless Robotaxi operations in Miami, its first such market beyond Texas and California. Together with a rapidly expanding Megapack order book and growing focus on AI and robotics, these moves highlight Tesla’s push to evolve from a pure EV manufacturer into a broader software, energy, and autonomous services platform. We’ll now explore how the Miami...
There is a relentlessness to this France that might make them irresistible. Morocco no doubt had the best of intentions, ideas of how they could hurt the side that had beaten them in the semi-final in Qatar, but France press so well that they soon accepted they had no option but to retreat and endure, and France have such attacking quality that simply surviving isn’t really a viable option. Kylian...
There is a relentlessness to this France that might make them irresistible. Morocco no doubt had the best of intentions, ideas of how they could hurt the side that had beaten them in the semi-final in Qatar, but France press so well that they soon accepted they had no option but to retreat and endure, and France have such attacking quality that simply surviving isn’t really a viable option. Kylian Mbappé, once again, was the key figure, missing a penalty, scoring a stunning opener and then teeing up Ousmane Dembélé for the second. He went off with 13 minutes remaining to a deserved ovation: the game had seemed to be drifting, and there had just been a sense that Morocco might conceivably pull off an implausible rearguard action, when he produced a goal from nowhere. Continue reading...