Unlock trusted, data-backed investing tools with TipRanks Premium, from analyst ratings and forecasts to breaking news and portfolio analysis. Discover high-conviction stock picks and new investing opportunities with the TipRanks Smart Investor Newsletter Chilton Investment Co LLC, managed by Richard Chilton, recently executed a significant transaction involving Micron Technology ((MU)). The hedge...
Unlock trusted, data-backed investing tools with TipRanks Premium, from analyst ratings and forecasts to breaking news and portfolio analysis. Discover high-conviction stock picks and new investing opportunities with the TipRanks Smart Investor Newsletter Chilton Investment Co LLC, managed by Richard Chilton, recently executed a significant transaction involving Micron Technology ((MU)). The hedge fund reduced its position by 2,048 shares. Spark’s Take on MU Stock According to Spark, TipRanks’ AI Analyst, MU is a Outperform. MU scores well on strong current financial performance (high margins, strong cash flow, improving leverage) and a constructive, upbeat earnings outlook with record-level guidance. The score is tempered by peak-cycle/capex execution risks and overbought technical conditions that raise near-term volatility and pullback risk. To see Spark’s full report on MU stock, click here. More about Micron Technology YTD Price Performance: 225.43% Average Trading Volume: 47,548,016 Current Market Cap: $1010.3B Disclaimer & DisclosureReport an Issue
OLGA KAZANTSEVA/iStock via Getty Images Overview I include ETFs as part of my portfolio because it simplifies the process of holding high-quality positions. Most of us don't have enough capital to create sizeable positions in all of the individual companies we'd like, so funds like the Schwab US Large-Cap Growth ETF ( SCHG ) are an efficient way to get instant diversification across high-quality b...
OLGA KAZANTSEVA/iStock via Getty Images Overview I include ETFs as part of my portfolio because it simplifies the process of holding high-quality positions. Most of us don't have enough capital to create sizeable positions in all of the individual companies we'd like, so funds like the Schwab US Large-Cap Growth ETF ( SCHG ) are an efficient way to get instant diversification across high-quality businesses. When I previously covered SCHG, I issued a buy rating because of its potential to capture AI growth. Since then, SCHG has experienced some positive upside growth, but it has interestingly underperformed the S&P 500 Index. Looking at the performance over the last twelve months, we can see that SCHG's total return sits around 27.7%. The fund continues to demonstrate its ability to participate in the expansion of the market, which is being led by optimism around the outlook of AI. However, there are still some risks to consider. Although the AI craze continues to provide positive market momentum, there have already been instances where we've seen how rapidly sentiment can shift. SCHG is partially capable of offsetting volatility since it tends to have a lower standard deviation compared to other major indices. However, this may no longer be the case for SCHG. Data by YCharts However, the fund has recently underperformed peer ETFs that maintain a lot of the same positions. This ultimately comes down to SCHG's weight allocation per position. So while SCHG is still a compelling long-term holding, we've now been able to see how the structure of its portfolio can underperform during periods of rapid market momentum. Fund Strategy According to the latest fund overview , SCHG now has total net assets of $60.6B that are spread across 197 different positions. The overall goal of the fund is to track the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. However, the fund's appeal is to offer a low-cost way to get exposure to equities, with its expe...
Microchip development has always been a race to build smaller and smaller transistors – the fundamental components of chip circuits. Now China’s Huawei Technologies wants to change the game entirely. Faced with US tech export restrictions that block its access to the world’s most advanced chipmaking machinery, Huawei is proposing a fundamental shift in semiconductor progress: stop obsessing over h...
Microchip development has always been a race to build smaller and smaller transistors – the fundamental components of chip circuits. Now China’s Huawei Technologies wants to change the game entirely. Faced with US tech export restrictions that block its access to the world’s most advanced chipmaking machinery, Huawei is proposing a fundamental shift in semiconductor progress: stop obsessing over how small the transistors are and start focusing on how fast data moves through the system. It is a strategy born out of necessity. But how much of an advance is it? And can it rewrite the playbook for China’s tech survival? The South China Morning Post explores all you need to know about the tech giant’s innovation. What is Huawei’s Tau Scaling Law Huawei’s semiconductor chief He Tingbo unveiled a new framework called the Tau, or τ, Scaling Law, at the Institute of Electrical and Electronics Engineers’ International Symposium on Circuits and Systems in Shanghai on Monday. Advertisement To understand why this matters, you first have to understand the traditional rule of the tech world: Moore’s Law. For decades, this law dictated that chip progress meant shrinking transistors so you could cram more of them into a given area of silicon, boosting chip performance and cutting costs. The law was named for Intel co-founder Gordon Moore, who first identified that the early semiconductor industry was roughly doubling transistor density every two years. Huawei’s Tau Law takes a different tack, based on the idea that users do not care about the physical size of transistors; they care how fast computing tasks get done. He Tingbo, chair of Huawei Scientist Committee and president of the company’s semiconductor business department, introduces the scaling law on Monday in Shanghai. Photo: Handout In physics, the Greek letter τ represents time constants. This includes delays that occur as data travels across an electronic system – inside transistors, along wires, through memory systems and...
How A 24 Mile Fence Once Divided California's North Coast And Sparked A Four Year Political Fight For two weeks in 1976, a white nylon fence ran across the hills of Sonoma and Marin counties and disappeared into the Pacific Ocean, according to SF Gate . Called “Running Fence,” the installation stretched 24 miles and stood 18 feet high, supported by more than 2,000 steel poles . It was created by a...
How A 24 Mile Fence Once Divided California's North Coast And Sparked A Four Year Political Fight For two weeks in 1976, a white nylon fence ran across the hills of Sonoma and Marin counties and disappeared into the Pacific Ocean, according to SF Gate . Called “Running Fence,” the installation stretched 24 miles and stood 18 feet high, supported by more than 2,000 steel poles . It was created by artists Christo and Jeanne-Claude after four years of planning, permitting and construction. The fence crossed private ranchland, coastal hills and highways before ending near Bodega Bay. Though temporary, the project required a large logistical effort: hundreds of workers, a lengthy environmental review and approvals from multiple county and state agencies . The artists negotiated individually with ranchers along the route, eventually securing permission from nearly all the landowners involved. The article notes that public reaction to the project was sharply divided. Some residents saw the fence as disruptive or unnecessary, while others viewed it as an unusual experiment that would draw attention to the region. Public hearings stretched on for years as lawsuits, permit appeals and environmental objections delayed construction. Christo later described the debates themselves as part of the artwork. Construction moved quickly once final approvals were secured. Workers installed steel posts across the rolling landscape and attached long panels of white nylon fabric that shifted constantly in the coastal wind. As the fence neared completion, officials raised concerns that the final section entering the Pacific Ocean had not received proper coastal approval, briefly threatening to halt the project. The installation was ultimately completed without interruption. When the fence opened, visitors arrived from across California and abroad to see it. Traffic backed up along rural roads, and spectators viewed the installation from hillsides, highways and small aircraft overhead. Depen...
He says the way women are prioritised in the show "is such a draw" and he enjoyed watching Off Campus as it gave him an opportunity to understand better how women might be feeling.
He says the way women are prioritised in the show "is such a draw" and he enjoyed watching Off Campus as it gave him an opportunity to understand better how women might be feeling.
Susumu Yoshioka/DigitalVision via Getty Images Introduction Back when I first covered Lamb Weston ( LW ), I initiated coverage with a Buy rating, highlighting their compelling turnaround potential as their investment cycle was reaching an end, now going through a pivotal couple of years, and potentially standing to benefit from macro improvements. With LW still navigating the ongoing environment q...
Susumu Yoshioka/DigitalVision via Getty Images Introduction Back when I first covered Lamb Weston ( LW ), I initiated coverage with a Buy rating, highlighting their compelling turnaround potential as their investment cycle was reaching an end, now going through a pivotal couple of years, and potentially standing to benefit from macro improvements. With LW still navigating the ongoing environment quite well and even announcing a major cost-saving program, I reiterate their Buy rating, as the opportunity continues to be compelling despite the ongoing macro pressure and unfavorable industry dynamics. Pivotal Year Advancing Lamb Weston IR LW reported a strong Q3'FY26 report, beating the market's top- and bottom-line estimates by quite a bit, continuing the trend mentioned before where, this time, the ~7% increase in volume was offset by a ~7% decline in price/mix as the company adjusted its prices to secure their long-term and support their customers during a tough environment, being dragged down by the weak results in EMEA despite solid gains in the other regions, with significant write-offs in Europe due to the ongoing demand pressure and supply headwinds. I mentioned before how even though the market definitely didn't like the move, given the ~25% drop on the day of their Q2 report , we have to think about this from a long-term perspective, and if they can truly "lock in" these contracts over a longer period, they can do something similar to how REITs take advantage of their long-term leases, slowly hiking prices based on these contracts and still winning over the long term, on top of this move potentially helping them secure their clients instead of losing them to the competition. It's certainly better to do this and have a net-zero impact on revenue (boost in volume offset by the drop in price/mix) than to completely lose a chunk of the volume and later think about what they can do, with this proactive approach being right in this environment, in my opinion, especi...
The Philippine central bank said the pace of inflation is likely to increase this month, mainly because of food-price increases and the peso’s weakness. May inflation will likely be in the range of 7.1% to 7.9%, compared with the 7.2% reported in April, the Bangko Sentral ng Pilipinas said Saturday. The BSP said recent rollbacks in domestic fuel prices and slightly lower electricity rates may offs...
The Philippine central bank said the pace of inflation is likely to increase this month, mainly because of food-price increases and the peso’s weakness. May inflation will likely be in the range of 7.1% to 7.9%, compared with the 7.2% reported in April, the Bangko Sentral ng Pilipinas said Saturday. The BSP said recent rollbacks in domestic fuel prices and slightly lower electricity rates may offset cost pressures from rice, vegetables and meat. The peso fell to a record against the US dollar this month. Read More: Philippines’ BSP Flags Bold Rate Move to Stay Ahead of Inflation BSP Governor Eli Remolona earlier said that May inflation data, scheduled for release on June 5, will be a key consideration for the next policy move. The central bank has signaled readiness to deliver more hikes , after increasing its benchmark interest rate by 25 basis points to 4.5% last month.
Jaclyn Vernace/iStock Editorial via Getty Images I first wrote about Burke & Herbert Financial Services ( BHRB ) in December of last year . Its stock had enjoyed a healthy bump in price prior to the publication of my analysis, but I rated BHRB as a Hold based largely on some concerns for its loan portfolio. The company had also recently announced a deal to acquire LINKBANCORP in a $354 million all...
Jaclyn Vernace/iStock Editorial via Getty Images I first wrote about Burke & Herbert Financial Services ( BHRB ) in December of last year . Its stock had enjoyed a healthy bump in price prior to the publication of my analysis, but I rated BHRB as a Hold based largely on some concerns for its loan portfolio. The company had also recently announced a deal to acquire LINKBANCORP in a $354 million all-stock transaction , which created some additional uncertainty. My recommendation to stay on the sidelines for Burke & Herbert appears to have been fitting, as its stock has declined by over 4% since that article was published. This performance trails the State Street SPDR S&P Regional Banking ETF ( KRE ) by over 5% and the S&P 500 by over 10%. Given the fact that BHRB released its Q1 2026 earnings on April 23 and completed its merger with LINKBANCORP on April 30 , I thought it was time to revisit my analysis to see what, if any, improvements have been made for the company over the last five months. At first glance, the forward PE for Burke & Herbert certainly looks enticing as it currently sits well below 8. However, the company has made few improvements in its condition, as I will discuss in the analysis below. Unfortunately, the asset quality concerns are not going away, and earnings growth, while improved, does not appear to be enough to move the needle off my previous Hold rating. Company Overview Based in Alexandria, Virginia, Burke & Herbert Financial Services Corporation is a holding company for Burke & Herbert Bank and Trust. The company operates 102 locations in six states, with the bulk of those in Virginia and West Virginia. Burke & Herbert Bank and Trust provides customers with traditional consumer and commercial banking services as well as wealth management and trust services. BHRB has a market cap of $1.27 billion as of May 29. As part of its Q1 2026 10-Q filing , the company reported $7.93 billion in total assets. Its loan portfolio, before allowance for cre...
The gig economy has evolved from a collection of experimental startups into a massive global infrastructure. Investors must now decide whether Uber Technologies (UBER 0.73%) or DoorDash (DASH +1.64%) offers better potential. Uber operates as a global transportation platform, moving people and freight across dozens of countries. DoorDash focuses on local commerce, aiming to become the logistics lay...
The gig economy has evolved from a collection of experimental startups into a massive global infrastructure. Investors must now decide whether Uber Technologies (UBER 0.73%) or DoorDash (DASH +1.64%) offers better potential. Uber operates as a global transportation platform, moving people and freight across dozens of countries. DoorDash focuses on local commerce, aiming to become the logistics layer for every neighborhood store. Both companies are now generating positive net income, yet their growth trajectories and valuation multiples differ significantly. The case for Uber Technologies Uber operates a massive global logistics network that connects riders with drivers and merchants with consumers. The company generates revenue through three primary segments: Mobility, Delivery, and Freight, serving over 15,000 cities worldwide. Nearly 15% of its mobility gross bookings originate from airport trips, making travel a critical driver of its high-margin business. In FY 2025, revenue reached nearly $52.0 billion, up approximately 18.3% from the prior year. This top-line expansion supported a net income of close to $10.1 billion, resulting in a net margin of roughly 19.3%. These figures highlight a significant trend toward profitability as the company scales its advertising and membership programs. As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 0.5x, which compares total debt to shareholder equity. The current ratio is nearly 1.1x, a measure of how well a company can pay its upcoming bills with current assets. For the full year, the business generated free cash flow of close to $9.8 billion, which is the cash remaining after paying for property and equipment. This capital provides flexibility to reinvest in tech stocks that support its platform. The case for DoorDash DoorDash functions as a local commerce platform that facilitates the delivery of food, groceries, and retail goods to over 56 million monthly active users. The company has su...
The speech was expected to be a barometer of the summit’s outcomes between President Xi Jinping and his US counterpart Donald Trump. Here are some of the main points from Hegseth’s address. Tough on China, but less confrontational Hegseth referred to China’s “historic military build-up ” and reaffirmed that the US’ strategy in the Pacific centred on “deterrence by denial” along the first island ch...
The speech was expected to be a barometer of the summit’s outcomes between President Xi Jinping and his US counterpart Donald Trump. Here are some of the main points from Hegseth’s address. Tough on China, but less confrontational Hegseth referred to China’s “historic military build-up ” and reaffirmed that the US’ strategy in the Pacific centred on “deterrence by denial” along the first island chain. Advertisement This is widely seen as to counter the People’s Liberation Army (PLA) in a potential conflict in the Taiwan Strait. But the tone of Hegseth’s speech was markedly milder than last year, when he said the China threat was real and it could be imminent and that the PLA was rehearsing for the “real deal”. Advertisement On Saturday, he said US-China relations were “better than they have been in many years” and praised the Xi-Trump talks in Beijing last month as “historic”.
National outcry has erupted in India after more than 400,000 students have requested copies of their exam papers and answer sheets amid an outcry over marking errors in the country’s most important school-leaving exams. Within days of the grade 12 exam results being issued, students began reporting marking discrepancies they linked to a new digital marking system. The government-run Central Board ...
National outcry has erupted in India after more than 400,000 students have requested copies of their exam papers and answer sheets amid an outcry over marking errors in the country’s most important school-leaving exams. Within days of the grade 12 exam results being issued, students began reporting marking discrepancies they linked to a new digital marking system. The government-run Central Board of Secondary Education (CBSE) says it has received requests for 1.1 million answer sheet copies from more than 400,000 students to crosscheck the results. At least 1.7 million students sat the class 12 exams, which are key to university admissions. The board says the new on-screen marking (OSM) system is aimed at reducing human error and increasing efficiency. Instead, many students say it has resulted in wrong grades. In the new system, physical copies of answer sheets are scanned and uploaded to an online portal for teachers to evaluate, with a software then calculating the total mark. Some students said scanned answer sheets were incomplete or had missing pages, while others reported incorrect marking, blurry scans and mismatched answer sheets. One mother, Geetu Moza, posted on X that her daughter had lost at least 30 marks despite answers that “exactly matched the official answer”. “Do the authorities even understand what 30-35 marks can mean for a Class 12 student whose entire future and admission process depends on these scores?” she said. “This is playing with the careers, mental health and future of thousands of students.” The problem surfaced when Delhi student Vedant Srivastava said in a now viral post that the physics exam answer sheet sent to him after he requested it was not his. He said the handwriting differed and the paper contained answers he had not written. “I studied for an entire year. I sacrificed sleep, peace of mind, outings, everything for these exams,” he wrote. “And now I don’t even know whether my actual physics paper was checked.” Days later, th...