Explore the exciting world of Intuitive Surgical (NASDAQ: ISRG) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of April 22, 2026. The video was published on June 10, 2026. Continue reading
Explore the exciting world of Intuitive Surgical (NASDAQ: ISRG) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of April 22, 2026. The video was published on June 10, 2026. Continue reading
The Federal Communications Commission said on Wednesday it plans to toughen oversight of submarine communications cables that handle 99% of international internet traffic, proposing rules that will make it harder for Chinese companies to provide equipment and fast-track approvals for trusted U.S. tech firms. The FCC said it was planning to require licenses for the first time for operators of su...
The Federal Communications Commission said on Wednesday it plans to toughen oversight of submarine communications cables that handle 99% of international internet traffic, proposing rules that will make it harder for Chinese companies to provide equipment and fast-track approvals for trusted U.S. tech firms. The FCC said it was planning to require licenses for the first time for operators of submarine line terminal equipment, which perform the most critical function of a submarine cable system by connecting to U.S. terrestrial facilities. U.S. companies such as Facebook parent Meta and Alphabet unit Google are likely to benefit from the process to get quicker approval to operate additional undersea cable systems to handle growing internet traffic.
Elon Musk is photographed at SpaceX in Brownsville, Texas. Marvin Joseph | The Washington Post | Getty Images The world's richest person is on the doorstep of trillionaire status. SpaceX CEO Elon Musk owns a stake in his reusable rocket maker that's worth $866.5 billion on paper, according to the company's updated IPO prospectus published on Wednesday. SpaceX said it plans to price its upcoming IP...
Elon Musk is photographed at SpaceX in Brownsville, Texas. Marvin Joseph | The Washington Post | Getty Images The world's richest person is on the doorstep of trillionaire status. SpaceX CEO Elon Musk owns a stake in his reusable rocket maker that's worth $866.5 billion on paper, according to the company's updated IPO prospectus published on Wednesday. SpaceX said it plans to price its upcoming IPO at $135 a share for a valuation of about $1.77 trillion. For the 54-year old Musk, the SpaceX offering, which is expected next week, comes 16 years after he took Tesla public. Now he owns stock in the electric vehicle maker that's worth about $355 billion, and has options that could add over $100 billion to that number. Musk's voting control of SpaceX after the offering will be north of 82%, according to Wednesday's filing. However, he has to hold onto all of his shares for a year. "We believe that Mr. Musk's substantial ownership interest in us provides him with an economic incentive to assist us to be successful," SpaceX said in the risk factors section of the prospectus. After the 366-day lock-up period, "Mr. Musk will not be subject to any obligation to maintain his ownership interest in us and may elect at any time thereafter to sell all or a substantial portion of or otherwise reduce his ownership interest in us," the filing says. Musk's net worth has been steadily building for well over a decade, with Tesla's stock starting to pop in a big way in 2013. He first became the world's wealthiest person in 2021, passing Amazon founder Jeff Bezos . But Tesla's stock sank 65% in 2022, before again soaring to new heights in the years that followed. Forbes currently lists Musk's net worth at $826 billion, way above Google co-founder Larry Page , who sits in second place just below $300 billion. Assuming SpaceX hits the Nasdaq next week at or near its expected valuation, Musk will oversee two of the eight most valuable U.S. companies. SpaceX would be ahead of Tesla and Meta a...
Lovable and Google signed an expanded multi-year deal athat involves a 5x expansion of Lovable's footprint on Google Cloud, and expanded access to Anthropic Claude.
Lovable and Google signed an expanded multi-year deal athat involves a 5x expansion of Lovable's footprint on Google Cloud, and expanded access to Anthropic Claude.
Lovable and Google signed an expanded multi-year deal athat involves a 5x expansion of Lovable's footprint on Google Cloud, and expanded access to Anthropic Claude.
Lovable and Google signed an expanded multi-year deal athat involves a 5x expansion of Lovable's footprint on Google Cloud, and expanded access to Anthropic Claude.
Leila Melhado/iStock Editorial via Getty Images Investment Thesis Recently, MercadoLibre, Inc. ( MELI ) has fallen nearly 40% from its all-time high due to the market's perceived margin pressure (operating margin collapsed from 12.9% in Q1 2025 to 6.9% in Q1 2026), which I think is a willing decision of the management instead of a company downturn. The metric the market should focus on is not marg...
Leila Melhado/iStock Editorial via Getty Images Investment Thesis Recently, MercadoLibre, Inc. ( MELI ) has fallen nearly 40% from its all-time high due to the market's perceived margin pressure (operating margin collapsed from 12.9% in Q1 2025 to 6.9% in Q1 2026), which I think is a willing decision of the management instead of a company downturn. The metric the market should focus on is not margin but the combination of GMV growth and take rate. Every large e-commerce and fintech platform eventually faces two laws of gravity: volume growth decelerates as the base compounds, and take rates compress as competitors force pricing concessions. MELI, at $87.2 billion in quarterly TPV and $19 billion in quarterly GMV, does not face the same. A platform that can grow faster while extracting more per transaction is not a platform under pressure, but one whose merchant and consumer dependency is structurally deepening. This is what is not priced in at the current level. I am initiating coverage with a Buy rating and a price target of about $2,300. Defying Both Laws Of Platform Scale Simultaneously If GMV growth is accelerating AND take rates are expanding simultaneously at MELI's scale, then the platform is deepening a structural moat that competition cannot easily contest, instead of a struggling company that the market is pricing. MELI Most investors, when asked about the future potential of MELI, say that at $87 billion in quarterly TPV and $19 billion in quarterly GMV, deceleration is simply arithmetic: the denominator grows, the growth rate falls, and the platform must eventually cut take rates to sustain volume. Admittedly, that is how it has worked at every comparable scale - at Alibaba under competitive pressure from PDD Holdings, at Sea Limited as it moved from hyper-growth to margin management, and at Amazon as core marketplace growth slowed through the 2020s. But MELI is doing none of that. In Q1 2026, GMV reached $19.0 billion, up 42% year-over-year—the fastest ...
A $2.25 billion leveraged loan for McKesson Corp. ’s medical-surgical unit priced on Wednesday, ahead of its planned initial public offering. The six-year debt for McKesson Medical-Surgical Top Holdings Inc. has a margin 2.25 percentage points above benchmark and was issued at 99.5 cents on the dollar, according to a person familiar with the matter who asked not to be identified. Price talk on the...
A $2.25 billion leveraged loan for McKesson Corp. ’s medical-surgical unit priced on Wednesday, ahead of its planned initial public offering. The six-year debt for McKesson Medical-Surgical Top Holdings Inc. has a margin 2.25 percentage points above benchmark and was issued at 99.5 cents on the dollar, according to a person familiar with the matter who asked not to be identified. Price talk on the loan was tightened Tuesday, nearly a week after launching . Proceeds will repay intercompany debt to McKesson and go toward general corporate purposes, the person added. JPMorgan Chase & Co. led the sale. McKesson announced in May 2025 it planned to make its medical surgical solutions business a separate publicly traded company. A deal was unveiled in April whereby Apollo Global Management Inc. -managed funds would invest $1.25 billion into the unit, implying an enterprise value of about $13 billion. McKesson has already completed a pair of $1 billion financing transactions for the unit, Chief Executive Officer Brian Tyler said during the company’s earnings call last month. Just- retired Chief Financial Officer Britt Vitalone added during the call that term loans were expected to be issued this quarter “to satisfy existing intercompany agreements with McKesson.” Payment from the unit is expected to be used largely by McKesson for share repurchases, Vitalone said.
Marvell Technology (MRVL) is becoming one of Wall Street's hottest AI stocks after Nvidia (NVDA) CEO Jensen Huang called the specialized chip leader the "next trillion-dollar company".
Marvell Technology (MRVL) is becoming one of Wall Street's hottest AI stocks after Nvidia (NVDA) CEO Jensen Huang called the specialized chip leader the "next trillion-dollar company".
Marvell Technology (MRVL) is becoming one of Wall Street's hottest AI stocks after Nvidia (NVDA) CEO Jensen Huang called the specialized chip leader the "next trillion-dollar company".
Marvell Technology (MRVL) is becoming one of Wall Street's hottest AI stocks after Nvidia (NVDA) CEO Jensen Huang called the specialized chip leader the "next trillion-dollar company".
Central Bank Gold Buying Rebounds In April From Dramatic March Selloff First the good news: according to the latest World Gold Council update , central banks, a key pillar of the bullish case for gold, have returned to adding holdings in April after notable selling in March sent the price of the precious metal tumbling. The 17 ton purchase represents a turnaround from steep sales in March, which a...
Central Bank Gold Buying Rebounds In April From Dramatic March Selloff First the good news: according to the latest World Gold Council update , central banks, a key pillar of the bullish case for gold, have returned to adding holdings in April after notable selling in March sent the price of the precious metal tumbling. The 17 ton purchase represents a turnaround from steep sales in March, which at nearly 30 tons were the largest monthly gold sales in years, driven almost entirely by Turkey. Poland remained the top buyer in the month, while China accelerated its pace of purchases. According to WGC, Poland remained be the top buyer in the month (14t), while China intensified its pace of purchases: its 8t net purchase was the highest since December 2024 and extends its current buying run to 18 consecutive months. The Czech Republic shows similar consistency in purchases, having bought 3t in April, its 38th consecutive monthly purchase. Meanwhile, Russia continues its sales streak this month (6t), with y-t-d sales of 22t. Reported activity in April and y-t-d was concentrated in: National Bank of Poland drove much of April’s buying activity, having bought 14t. This brings Poland’s y-t-d gold purchases to 45t with its gold reserves at595t or about 30% of its total reserves. People’s Bank of China added 8t to its gold reserves during the month, highest since December 2024. Official gold reserves now stand at 9% of total reserves or around 2,322t. China has been consistently purchasing gold over the past 18 consecutive months. Czech National Bank’s modest but consistent 2t net purchases in April brings its gold reserves to 79t or 6% of its total reserves. Meanwhile, Central Bank of Uzbekistan sold 1t this month, though on a y-t-d basis, it remains a net purchaser (24t) and is second only to Poland. Uzbekistan’s reserves make up 88% of its total reserves or around 414t. Central Bank of Russia continued it recent streak of net sales for the fourth month with reported April n...