XPeng Inc. recently reported that it delivered 32,158 vehicles in May 2026, a 4% month-on-month increase, as the company continued to highlight the environmental benefits of its smart EV lineup. The May update also showcased XPeng’s technology push, with the GX SUV launch and its L4 robotaxi prototype underscoring the company’s focus on advanced autonomous driving. We’ll now examine how May’s sequ...
XPeng Inc. recently reported that it delivered 32,158 vehicles in May 2026, a 4% month-on-month increase, as the company continued to highlight the environmental benefits of its smart EV lineup. The May update also showcased XPeng’s technology push, with the GX SUV launch and its L4 robotaxi prototype underscoring the company’s focus on advanced autonomous driving. We’ll now examine how May’s sequential delivery growth, supported by the GX SUV launch and autonomy progress, affects XPeng’s...
Two years ago, Wall Street was asking whether AI would destroy Google Search. The question drove real anxiety among Alphabet investors and pushed some analysts to cut targets. The data Piper Sandler just published suggests that question may have been the wrong one entirely. The right question, it ...
Two years ago, Wall Street was asking whether AI would destroy Google Search. The question drove real anxiety among Alphabet investors and pushed some analysts to cut targets. The data Piper Sandler just published suggests that question may have been the wrong one entirely. The right question, it ...
Nebius Group (NASDAQ: NBIS) stock has skyrocketed as investors race to get into companies that could be the next major winners in artificial intelligence (AI) infrastructure. The company recently reported 684% year-over-year revenue growth, fueling investor excitement around its rapidly expanding AI cloud business. But it's important for investors who are considering adding it to their portfolios ...
Nebius Group (NASDAQ: NBIS) stock has skyrocketed as investors race to get into companies that could be the next major winners in artificial intelligence (AI) infrastructure. The company recently reported 684% year-over-year revenue growth, fueling investor excitement around its rapidly expanding AI cloud business. But it's important for investors who are considering adding it to their portfolios to understand that Nebius faces several major risks that could significantly impact its long-term outlook. Image source: Getty Images. Continue reading
Alibaba Group Holding (NYSE:BABA) has entered a multi-year partnership with UEFA as the exclusive AI, cloud computing, and e-commerce partner for flagship European football tournaments. The agreement covers competitions such as the UEFA Champions League and EURO 2028 and will use Alibaba's Qwen Large Language Model and cloud infrastructure across fan engagement, content workflows, and merchandise ...
Alibaba Group Holding (NYSE:BABA) has entered a multi-year partnership with UEFA as the exclusive AI, cloud computing, and e-commerce partner for flagship European football tournaments. The agreement covers competitions such as the UEFA Champions League and EURO 2028 and will use Alibaba's Qwen Large Language Model and cloud infrastructure across fan engagement, content workflows, and merchandise access. The partnership introduces Alibaba's technology stack into global football operations...
Getty Images June 2nd was a phenomenal day for shareholders of Victoria's Secret & Co. ( VSXY ). As of this writing, the stock is up 46.7% for the day. Normally, this kind of move higher would be reserved for buyouts and other similar special situations. But that's not the case here. Instead, management reported stellar financial performance and significantly increased guidance for 2026. The firm ...
Getty Images June 2nd was a phenomenal day for shareholders of Victoria's Secret & Co. ( VSXY ). As of this writing, the stock is up 46.7% for the day. Normally, this kind of move higher would be reserved for buyouts and other similar special situations. But that's not the case here. Instead, management reported stellar financial performance and significantly increased guidance for 2026. The firm continues to focus on transforming itself for the long haul. And while it may have had doubters, there is no doubt now that the company is on the proper trajectory for long-term shareholder value creation. The last time I wrote about it was, sadly, way back in May of 2022 . Even then, I believed that the business offered upside potential. Since then, the firm has underperformed the market some. But based on the current data available, I believe that VSXY certainly has upside potential from here even if other similar firms might be a bit cheaper than it is. Because of this, I would argue that maintaining it as a soft Buy makes sense here. A Great Time To Be A Shareholder Author - SEC EDGAR Data It is truly difficult to overstate how fantastic a time that Victoria's Secret & Co. had during the first quarter of 2026. Management reported revenue of $1.56 billion. That represents an increase of 15.3% compared to the $1.35 billion that the business reported a year earlier. It also happened to be $38.4 million above what analysts were expecting . Management described the quarter as "a very strong start to 2026, exceeding top- and bottom-line guidance and continuing the momentum" that the business achieved in the second half of 2025. They pointed out double-digit sales growth across multiple brands, specifically Victoria’s Secret, PINK, and Beauty. Author - SEC EDGAR Data There are a few reasons behind this expansion. For starters, the number of locations that it has in operation continues to grow. In the chart above, you can see precisely what I mean here. From 2023 through 2025, ...
Smederevac Honeywell ( HON ) unveiled new capabilities for its Safety Suite 2.0 software platform on Tuesday, expanding the software's ability to monitor fleets of portable gas detection devices used in industrial environments such as refineries, chemical plants, utilities and emergency response operations. The latest enhancements add historical data analysis, forecasting tools and upgraded dashbo...
Smederevac Honeywell ( HON ) unveiled new capabilities for its Safety Suite 2.0 software platform on Tuesday, expanding the software's ability to monitor fleets of portable gas detection devices used in industrial environments such as refineries, chemical plants, utilities and emergency response operations. The latest enhancements add historical data analysis, forecasting tools and upgraded dashboards designed to give safety managers greater visibility into worker exposure risks, equipment status and regulatory compliance metrics. The update reflects Honeywell's ( HON ) broader strategy of growing its software and connected industrial technology businesses, areas that investors increasingly view as important drivers of recurring revenue and margin expansion. As industrial companies invest in digital tools to improve worker safety, reduce downtime and meet regulatory requirements, software platforms such as Safety Suite could strengthen Honeywell's position in the industrial automation market while creating opportunities for ongoing subscription and services revenue. The platform aggregates data from connected gas detection devices and allows managers to monitor worker safety conditions across multiple locations from a centralized dashboard. Users can review historical alarm events, identify recurring risk patterns and analyze safety trends to support investigations and employee training programs. Among the new features are customizable dashboards that consolidate compliance information, exposure data and device fleet status into a single interface. The software also provides real-time notifications to workers about critical safety events or upcoming device maintenance requirements, including bump testing. Additional capabilities include live displays of gas detector readings from field personnel and automated workflows that help organizations assign, calibrate and track portable safety devices as they move between workers and shifts. Honeywell said the enhanced soft...
Perplexity AI , the fast-growing search startup now valued at $20 billion , unveiled what it calls the first hybrid local-server inference orchestrator at Computex 2026 on Monday night, demonstrating software that autonomously decides — in real time and mid-task — which AI workloads stay on a user's device and which get routed to frontier models in the cloud. CEO Aravind Srinivas demonstrated the ...
Perplexity AI , the fast-growing search startup now valued at $20 billion , unveiled what it calls the first hybrid local-server inference orchestrator at Computex 2026 on Monday night, demonstrating software that autonomously decides — in real time and mid-task — which AI workloads stay on a user's device and which get routed to frontier models in the cloud. CEO Aravind Srinivas demonstrated the system onstage alongside Intel CEO Lip-Bu Tan during Intel's keynote address, using Perplexity's " Personal Computer " agent to process confidential deal materials. In the demonstration, local models running on Intel Core Ultra Series 3 determined which information should remain on the device and which information could be sent to cloud-based models. Srinivas said the approach balances intelligence, accuracy, privacy, and cost. The key claim is not that a model can run locally — dozens of tools already do that. It is that Perplexity's system makes the routing decision itself, task by task, without requiring the user to choose in advance. Sensitive data like financial records or health information stays on the local machine; the heavier reasoning tasks that require frontier-scale models get sent to the cloud. One task, multiple execution locations, automatic orchestration. "No product has done this before," a Perplexity spokesperson said in an email to VentureBeat. The product is not yet available to users; according to the company, the hybrid inference feature will launch in the coming weeks. Perplexity's road from cloud-only agents to on-device AI orchestration To understand why the Computex demonstration matters, it helps to trace the product arc Perplexity has been building since early this year. On February 25, Perplexity launched Computer , a multi-model AI agent that orchestrates 19 different AI models to complete complex, long-running tasks on behalf of users. The system ran entirely in the cloud, breaking goals into subtasks and routing each to whichever model — Cla...
Getty Images Investment Thesis Momentus Inc. ( MNTS ) has been gaining momentum as a way to play the market mania in the space-themed industry ahead of the largest IPO in history, the SpaceX IPO. The company, however, is a small, cash-burning space infrastructure company competing against deep-pocketed competitors. The company does have real hardware, unlike other speculative tech companies that o...
Getty Images Investment Thesis Momentus Inc. ( MNTS ) has been gaining momentum as a way to play the market mania in the space-themed industry ahead of the largest IPO in history, the SpaceX IPO. The company, however, is a small, cash-burning space infrastructure company competing against deep-pocketed competitors. The company does have real hardware, unlike other speculative tech companies that only have a concept for hardware. Momentus, however, is still an unprofitable company that has mainly financed itself in ways that detracted value from shareholders, such as issuing common stock, warrants, and convertible notes. To partially brighten the story, revenue increased sharply in Q1 2026, but so did the share count. Prudent investors should focus less on headline revenue and more on whether the business can scale faster than it dilutes. I view MNTS as a sell and perhaps a speculative hold for those who are optimistic. The company does have a real operation, but that is not sufficient for an investment. The current evidence is not strong enough to warrant a Buy rating, and I would want to see cleaner recurring revenue, better operating margins, and a slower rate of dilution before I change my mind. Overview of the Company Momentus Inc. is a small public space company that sells satellite buses, in-space transportation, and other space infrastructure products and services. Momentus' long-term goal is to be one of the main providers of space logistics/infrastructure. The company’s key platform is Vigoride, which can be crudely thought of as a space delivery satellite/vehicle whose main use case for clients is to host payloads, test space technology, and move satellites towards their desired position/orbit. The basic value proposition is that customers who just want to test a payload and run a mission do not need to build a dedicated satellite to do so. There is demand for this service, especially among government agencies ( NASA ), defense labs, universities, and earl...
In trading on Tuesday, shares of Dynex Capital Inc's 6.90% Series C Fix/Float Cumulative Redeemable Preferred Stock (Symbol: DX.PRC) were yielding above the 9% mark based on its quarterly dividend (annualized to $2.3484), with shares changing hands as low as $25.93 on the day.
In trading on Tuesday, shares of Dynex Capital Inc's 6.90% Series C Fix/Float Cumulative Redeemable Preferred Stock (Symbol: DX.PRC) were yielding above the 9% mark based on its quarterly dividend (annualized to $2.3484), with shares changing hands as low as $25.93 on the day.