Bank of America (BAC) just gave Wall Street one of its boldest Apple (AAPL) price targets yet, lifting it to $380 from $330, and the thesis is simple: artificial intelligence is about to become a far bigger business for Apple than most investors currently appreciate. The upgrade, driven by Bank of America analyst Wamsi Mohan, centers on the rise of what the firm calls “agentic AI,” a term for AI s...
Bank of America (BAC) just gave Wall Street one of its boldest Apple (AAPL) price targets yet, lifting it to $380 from $330, and the thesis is simple: artificial intelligence is about to become a far bigger business for Apple than most investors currently appreciate. The upgrade, driven by Bank of America analyst Wamsi Mohan, centers on the rise of what the firm calls “agentic AI,” a term for AI systems capable of completing tasks on their own across apps, services, and devices. Mohan kept his “Buy” rating intact and laid out a case that Apple could generate between $15 billion and $30 billion in AI-related revenue by fiscal 2030. That would originate from a combination of Apple's own AI services and the commissions it earns from the App Store as AI apps proliferate on its platform. Apple's Massive AI Opportunity Bank of America's revised outlook indicates that Apple does not need to win the AI race to generate serious AI-powered revenue. What Apple has is something arguably more valuable: a locked-in ecosystem of over 2.5 billion active devices, a hardware-software stack it controls entirely, and a user base that trusts it with some of the most personal data on the planet. As AI tools gain deeper access to payments, health data, personal files, and third-party apps, Apple's position as the gatekeeper becomes more valuable. In fiscal Q2 of 2026 (ended in March), Apple reported revenue of $111.2 billion, an increase of 17% year-over-year. iPhone sales rose to $57 billion, a Q2 record. Services, where AI monetization will most likely show up first, reached an all-time revenue record of $31 billion, up 16% year-over-year. Cook also pointed to Apple Intelligence being woven into the core of its platforms, powered by Apple silicon and designed for on-device processing. That architecture, he argued, gives Apple a structural advantage as AI becomes more personal and more privacy sensitive. Wall Street Is Bullish on AAPL Stock In March, Bank of America cut the AAPL stock pr...
AMD (AMD 1.49%) has been an incredible stock to own over the past year. Its stock has risen more than 300%, making it one of the best-performing stocks in the market. After a run like that, it's sensible for investors to ask what's next. So, does AMD have more room to run? Or has it gotten a bit too hot? Let's take a look. AMD has done well, but not that well Most people view AMD as an alternative...
AMD (AMD 1.49%) has been an incredible stock to own over the past year. Its stock has risen more than 300%, making it one of the best-performing stocks in the market. After a run like that, it's sensible for investors to ask what's next. So, does AMD have more room to run? Or has it gotten a bit too hot? Let's take a look. AMD has done well, but not that well Most people view AMD as an alternative to Nvidia (NVDA 0.94%). While that's partly true, AMD has more exposure to consumers through its Client & Gaming business. This subjects AMD to more cyclical consumer spending, although the data center side of its business could also get hit with a cyclical wave once artificial intelligence (AI) spending wraps up. However, that may not be for some time. Expand NASDAQ : AMD Advanced Micro Devices Today's Change ( -1.49 %) $ -7.52 Current Price $ 496.37 Key Data Points Market Cap $822B Day's Range $ 486.67 - $ 510.43 52wk Range $ 108.62 - $ 510.43 Volume 841.3K Avg Vol 38.2M Gross Margin 47.09 % At the end of 2025, AMD announced its five-year growth trajectories, and they were impressive. AMD believes that its Data Center division will grow at a 60% compounded annual growth rate (CAGR) for the next three to five years. Its other two divisions, Client & Gaming and Embedded, are projected to grow at a 10% CAGR over the same time frame. That leads to a strong 35% CAGR projection, which the market has gotten extremely excited about. During Q1, AMD's results were right in line with its long-term projections, with Data Center growing at a 57% pace, Client & Gaming at 23%, and Embedded at 6%. The stock rose rapidly thanks to excitement following earnings, and now trades for a price 63 times forward earnings. Those are solid results, but is it enough to warrant a valuation like that? I don't think so. As I said before, AMD is often seen as an Nvidia alternative, so let's compare it. According to Nvidia's latest results, it grew revenue at an 85% year-over-year pace and trades for ab...
Even by Fran Jones’s high standards – she describes herself as a “mentality monster”, rightly so given all the trials she has overcome – her chances of any sort of recovery seemed painfully remote. She had lost 10 of her first 11 games to find herself trailing 0-6, 1-4 while being outplayed by a more experienced, better prepared opponent. During the hottest part of another searing day in Paris, it...
Even by Fran Jones’s high standards – she describes herself as a “mentality monster”, rightly so given all the trials she has overcome – her chances of any sort of recovery seemed painfully remote. She had lost 10 of her first 11 games to find herself trailing 0-6, 1-4 while being outplayed by a more experienced, better prepared opponent. During the hottest part of another searing day in Paris, it seemed she was cooked. Still, Jones kept on grinding and again showed off her combativeness by nearly turning the match around. The British No 4 eventually bowed out with a 6-0, 7-6 (3) defeat against the 27th seed, the Czech Marie Bouzkova, ending a memorable first main draw appearance at Roland Garros in the second round. https://www.theguardian.com/sport/2026/may/26/coco-gauff-says-australian-open-did-not-apologise-over-racket-smash-incident On Sunday, Jones completed a brilliant comeback to win a grand slam main-draw match for the first time, defeating the former top-10 player Beatriz Haddad Maia in three sets. Jones had similarly started incredibly slowly, trailing 1-6, 0-2 before recovering to win. Here, she found herself in an even worse position. Bouzkova is tough to break down, one of the most durable and consistent players on the tour. She is, as some say, a gatekeeper: no matter the surface, opponent or conditions, if you do not perform at a high level against Bouzkova, you will lose. For the better part of an hour, the 25-year-old Jones fell far short of the standard required. Still, she maintained her fiery, resolute attitude, and rapidly began to reel off games. Her most distinctive weapon is her heavy topspin forehand, which is even more challenging to deal with in such hot, high-bouncing conditions. View image in fullscreen Marie Bouzkova, who is a former Wimbledon quarter-finalist, had too much in the end despite a late rally from Fran Jones. Photograph: David Winter/Shutterstock Her forehand was the dominant shot on the court for a while, allowing her to ...
July ICE NY cocoa (CCN26) today is down -10 (-0.24%), and July ICE London cocoa #7 (CAN26) is down -7 (-0.22%). Cocoa prices fell from 1.5-week highs today and turned lower after the dollar index ($DXY) recovered from early losses and moved higher, which spurred long liquidation in cocoa futures. Also, signs of abundant cocoa supplies are negative for prices, as ICE cocoa inventories rose to a 1.7...
July ICE NY cocoa (CCN26) today is down -10 (-0.24%), and July ICE London cocoa #7 (CAN26) is down -7 (-0.22%). Cocoa prices fell from 1.5-week highs today and turned lower after the dollar index ($DXY) recovered from early losses and moved higher, which spurred long liquidation in cocoa futures. Also, signs of abundant cocoa supplies are negative for prices, as ICE cocoa inventories rose to a 1.75-year high of 2,745,277 bags on Tuesday. Don’t Miss a Day: Cocoa prices have moved higher over the past two sessions and posted 1.5-week highs on Tuesday amid fund short-covering, spurred by heavy rains in the Ivory Coast that have caused flooding and cut off farmers' access to cocoa plantations. Cocoa prices also have support on concerns that a potential El Niño weather pattern this year could threaten the West African cocoa crop. On May 11, cocoa prices soared to 4-month highs amid concerns that the formation of an El Niño weather pattern could lead to warmer, drier conditions in West Africa, potentially damaging cocoa production there. The US National Oceanic and Atmospheric Administration (NOAA) estimates an 82% probability that El Niño conditions will emerge between May and July and persist through the end of the year, with a 67% chance of a "Super El Niño." Cocoa prices also have support from early surveys of the 2026/27 West African cocoa crop that show below-average cherelle formation on cocoa trees, signaling a weak outlook for the main cocoa harvest, which begins in October. Signs that consumer demand for chocolate is holding up are a positive factor for cocoa prices. Recent earnings results from top chocolate makers Hershey and Mondelez International were better than expected and show consumer chocolate demand remains steady despite high prices. However, Circana reported on April 14 that chocolate candy sales in North America in the 13 weeks ending March 22 fell 1.3% from the same period a year ago. The prospects of a smaller global surplus are also supportive f...
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Gibraltar Industries, a filing with the SEC revealed that on Tuesday, CEO William T. Bosway purchased 19,735 shares of ROCK, for a cost of $37.44 each, for a total investment of $738,833. So far Bosway i...
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Gibraltar Industries, a filing with the SEC revealed that on Tuesday, CEO William T. Bosway purchased 19,735 shares of ROCK, for a cost of $37.44 each, for a total investment of $738,833. So far Bosway is in the green, up about 6.1% on their buy based on today's trading high of $39.71. Gibraltar Industries is trading up about 5.6% on the day Wednesday. Before this latest buy, Bosway bought ROCK at 2 other times during the past year, for a total cost of $272,962 at an average of $38.99 per share. And at Intuit, there was insider buying on Tuesday, by Director Vasant M. Prabhu who purchased 1,750 shares at a cost of $309.52 each, for a trade totaling $541,665. This purchase marks the first one filed by Prabhu in the past year. Intuit Inc is trading up about 2.4% on the day Wednesday. VIDEO: Wednesday 5/27 Insider Buying Report: ROCK, INTU The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
PM Images/DigitalVision via Getty Images As the month of May comes to an end this week, b elow is a list of the top 10 performing consumer staples stocks in the past one month. The list includes companies from various industries such as soft drinks and non-alcoholic beverages, food retail, food distributors, tobacco, and personal care products, with market capitalizations ranging from approximatel...
PM Images/DigitalVision via Getty Images As the month of May comes to an end this week, b elow is a list of the top 10 performing consumer staples stocks in the past one month. The list includes companies from various industries such as soft drinks and non-alcoholic beverages, food retail, food distributors, tobacco, and personal care products, with market capitalizations ranging from approximately $3 billion to over $280 billion. The list is topped by The Vita Coco Company, Inc. ( COCO ), with a one month performance of 51.80%. Primo Brands Corporation ( PRMB ) and The Chefs’ Warehouse, Inc. ( CHEF ) follow closely behind, each gaining more than 17% over the past month. Archer-Daniels-Midland Company ( ADM ) stands out with a Strong Buy Quant Rating of 4.79 and a one month gain of 12.68%. Other notable gainers include Sprouts Farmers Market, Inc. ( SFM ) with a 17.37% return and Monster Beverage Corporation ( MNST ) with an 11.75% gain. Here is the list: The Vita Coco Company, Inc. ( COCO ), 1 month performance percentage: 51.80% Primo Brands Corporation ( PRMB ), 1 month performance percentage: 17.50% The Chefs’ Warehouse, Inc. ( CHEF ), 1 month performance percentage: 17.43% Sprouts Farmers Market, Inc. ( SFM ), 1 month performance percentage: 17.37% Archer-Daniels-Midland Company ( ADM ), 1 month performance percentage: 12.68% Monster Beverage Corporation ( MNST ), 1 month performance percentage: 11.75% The Estée Lauder Companies Inc. ( EL ), 1 month performance percentage: 11.28% Philip Morris International Inc. ( PM ), 1 month performance percentage: 10.55% The Kraft Heinz Company ( KHC ), 1 month performance percentage: 8.71% Altria Group, Inc. ( MO ), 1 month performance percentage: 8.21% Consumer Staples ETFs : ( XLP ), ( VDC ), ( IYK ), ( FSTA ), ( KXI ), and ( RSPS ) More on Consumer Staples stocks IYK: Consumer Staples Dashboard For May VDC: Consumer Staples Look Good Ahead Of Walmart's Earnings FSTA Is Expensive, But A 'Good Watch'; Hold For Now US Cust...
PeopleImages/iStock via Getty Images So often in financial media one hears cries of sheer bewilderment of how it could possibly be that Nvidia Corporation ( NVDA ) stock is supposedly so cheap. Quite honestly, these “hot takes” have become so insufferable that I thought it necessary to lay out the clear-cut case as to why, in fact, it is not true that Nvidia is ridiculously cheap. In this article,...
PeopleImages/iStock via Getty Images So often in financial media one hears cries of sheer bewilderment of how it could possibly be that Nvidia Corporation ( NVDA ) stock is supposedly so cheap. Quite honestly, these “hot takes” have become so insufferable that I thought it necessary to lay out the clear-cut case as to why, in fact, it is not true that Nvidia is ridiculously cheap. In this article, against the backdrop of their latest earnings report , I will delve deep into the core underlying thesis supporting the idea that Nvidia is not cheap at all, contrary to what the mainstream financial press would have so many believe. In fact, there is so much risk here, I will argue, that instead of “backing up the truck” and loading up on Nvidia shares, investors should sell at these high prices before the chickens come home to roost. Q1 Results Recap and Market Reaction Here are the summary results Nvidia reported for their fiscal Q1 on Wednesday, May 20th, after market close: Source: Seeking Alpha These were absolutely phenomenal results, as expected. And, of course, the issue here is the phrase “as expected.” If the whole market expects Nvidia to beat expectations in this way, to what extent can we really call this a "beat?" In line with this, NVDA stock was down ~1.8% the day following this report and has continued to sell down since. “NVDA is So Cheap! What Gives?!” Anyone taking a simplistic view of what’s going on here will be perplexed at how Nvidia could report such good numbers and yet the stock could react in such a lackluster way. Let’s review some of the elements of the bull thesis generally behind such a view. NVDA bulls generally point out things like the following: NVDA has the largest market share by far in the GPU market. Nvidia’s core product set – graphics processing units (GPUs) – are at the core of the AI infrastructure boom. AI has massively accelerating demand, and data center construction is and will continue to accelerate massively into the fores...
Win McNamee/Getty Images News U.S. Treasury Secretary Scott Bessent argued Wednesday that current price pressures are “transitory,” predicting oil ( USO ) ( BNO ) prices will drop below pre-conflict levels once the Iran war concludes. Speaking at a White House Cabinet meeting, Bessent pointed to falling natural gas ( UNG ) ( BOIL ) prices and declining costs for drugs, pharmaceuticals and rent as ...
Win McNamee/Getty Images News U.S. Treasury Secretary Scott Bessent argued Wednesday that current price pressures are “transitory,” predicting oil ( USO ) ( BNO ) prices will drop below pre-conflict levels once the Iran war concludes. Speaking at a White House Cabinet meeting, Bessent pointed to falling natural gas ( UNG ) ( BOIL ) prices and declining costs for drugs, pharmaceuticals and rent as evidence that inflation is cooling. The choice of words carries significant baggage. Former Federal Reserve Chair Jerome Powell famously used the same “transitory” language in 2021 to describe pandemic-era inflation—a characterization that proved overly optimistic as price pressures proved far stickier than anticipated. It's been over five years of above-target consumer price growth, per the Fed's price stability mandate. More on the U.S. Economy Fed Returns To Profitability In First Quarter As Deferred Asset Declines Geopolitical Hopes Underpin Risk Appetites S&P 500: 20% Moves Up And Down During Next 6-12 Months Very Likely. Here's Why Invesco says rising Treasury yields signal recalibration, not crisis European equities advance near records as tech gains, oil eases
Ford Motor (F +3.72%) surprised investors with the introduction of Ford Energy earlier this month, and shares have taken off ever since. The legacy automaker has been throttling back on plans to develop and sell electric vehicles (EVs), including massive write-downs from capital investments. Now that it has a plan to repurpose some of those assets, investors are turning a huge negative into a posi...
Ford Motor (F +3.72%) surprised investors with the introduction of Ford Energy earlier this month, and shares have taken off ever since. The legacy automaker has been throttling back on plans to develop and sell electric vehicles (EVs), including massive write-downs from capital investments. Now that it has a plan to repurpose some of those assets, investors are turning a huge negative into a positive. That’s led to Ford shares surging about 30% in the last month, and investors want to know whether Ford’s new $2 billion investment will be the catalyst that keeps the stock marching higher. Image source: The Motley Fool. The Ford pivot Late last year, Ford said it would incur approximately $19.5 billion in charges, primarily related to its EV business. Declining demand for EVs led it to end production of its high-profile, all-electric F-150 Lightning. That came just a few years after the company split its business into three different segments, one of which was Ford Model e, dedicated to EV production. Investors sensed the company was scrambling with no clear direction or future for its electric division. Ford stock dropped by double-digits from the start of 2026 into the spring. But a 32% surge since its Ford Energy announcement has changed the landscape. Expand NYSE : F Ford Motor Company Today's Change ( 3.72 %) $ 0.57 Current Price $ 15.89 Key Data Points Market Cap $61B Day's Range $ 15.44 - $ 16.05 52wk Range $ 9.88 - $ 16.05 Volume 1.8M Avg Vol 57.4M Gross Margin 7.81 % Dividend Yield 3.92 % Do what Tesla does Ford may have been keeping an eye on Tesla when it decided to repurpose assets and invest another $2 billion to create an energy division. Tesla’s energy storage business is dwarfed by its EV sales, but the battery storage segment has been thriving. Revenue from Tesla’s energy generation and storage soared by 27% last year, versus 2024, to $12.7 billion. It has more than doubled since 2023. As data center growth has exploded, the market for battery storag...
Francesca Jones' breakthrough French Open was ended by Marie Bouzkova, leaving Katie Boulter as the last remaining British singles player at Roland Garros. The 25-year-old achieved an emotional first win at a Grand Slam by defeating Brazil's Beatriz Haddad Maia in the first round, but fell 6-0 7-6 (7-3) to Czech 27th seed Bouzkova on Wednesday. Jones, the world number 102, went toe-to-toe with for...
Francesca Jones' breakthrough French Open was ended by Marie Bouzkova, leaving Katie Boulter as the last remaining British singles player at Roland Garros. The 25-year-old achieved an emotional first win at a Grand Slam by defeating Brazil's Beatriz Haddad Maia in the first round, but fell 6-0 7-6 (7-3) to Czech 27th seed Bouzkova on Wednesday. Jones, the world number 102, went toe-to-toe with former Wimbledon quarter-finalist Bouzkova as she battled back from 4-1 down in a second set which she twice missed the chance to serve out. "I love the clay. This one will hurt as much as losing in Wimbledon does for me," Jones said. "I think I'm always going to make opponents feel uncomfortable. "I don't care what the score is. I will throw everything at you. I will throw every ounce of my mentality I've got at you, physically what I can."
UFO-Linked Air Force General Met Shadowy Pentagon Unit Hours Before Vanishing Authored by Steve Watson via Modernity.news, New bodycam footage shows retired Maj. Gen. William Neil McCasland had a dinner meeting with US Space Force members the night before his unexplained disappearance, deepening concerns over experts tied to sensitive programs. McCasland, central to advanced aerospace and nuclear ...
UFO-Linked Air Force General Met Shadowy Pentagon Unit Hours Before Vanishing Authored by Steve Watson via Modernity.news, New bodycam footage shows retired Maj. Gen. William Neil McCasland had a dinner meeting with US Space Force members the night before his unexplained disappearance, deepening concerns over experts tied to sensitive programs. McCasland, central to advanced aerospace and nuclear research, walked out of his Albuquerque home on February 27, 2026, leaving behind his phone, prescription glasses, and wearable tracking devices. He took his wallet, a .38-caliber revolver with holster, and a red backpack. Despite extensive searches in the rugged Sandia Mountains foothills with FBI assistance, no trace has been found, and a Silver Alert remains active. The newly surfaced video obtained by the Law&Crime Network captures officers interviewing a witness who dined with McCasland the night prior. The woman, connected through the Kirtland Partnership nonprofit, described a dinner meeting involving McCasland and US Space Force members around 6pm in Albuquerque. She told authorities: "I was shocked this morning when I saw the alert because what I noticed Thursday evening [February 26] is he wasn't his usual self. He was kind of spacey and quiet and you know that that happens with people." McCasland's wife, Susan McCasland Wilkerson, appeared in the footage and revealed he had been prescribed new medication the night before for sleep issues, unexplained weight loss of about 20 pounds, and anxiety. She stated: "Today he had taken a drug that the doctor prescribed last night that was supposed to help him sleep with weight gain... He's lost about 20 pounds for no reason and with anxiety. Today he woke up and said, 'Well, I have got better sleep, but it's like the after effects of a bad hangover. I just kind of feel a little weird.'" The witness further claimed McCasland remained deeply involved despite retirement: "He was the head of Air Force Research Lab to the point...
Nio (NIO +9.41%), a major producer of electric vehicles (EVs) in China, initially appears to be deeply undervalued. From 2020 to 2025, its annual deliveries soared from 43,728 to 326,028 vehicles, and its revenue rose at a 40% CAGR. From 2025 to 2028, analysts expect Nio's revenue to grow at a 26% CAGR. They also expect it to turn profitable in 2027 and nearly quadruple its net profit in 2028. Yet...
Nio (NIO +9.41%), a major producer of electric vehicles (EVs) in China, initially appears to be deeply undervalued. From 2020 to 2025, its annual deliveries soared from 43,728 to 326,028 vehicles, and its revenue rose at a 40% CAGR. From 2025 to 2028, analysts expect Nio's revenue to grow at a 26% CAGR. They also expect it to turn profitable in 2027 and nearly quadruple its net profit in 2028. Yet Nio's stock still trades at less than one times this year's sales. By comparison, Tesla (TSLA +1.85%) trades at 16 times this year's sales. Therefore, the bulls believe the right catalysts could drive the market to revalue Nio as a growth stock again. Could its recent launch of a cheaper SUV and the increased production of its own first-party chips ignite those catalysts and make its stock worth buying this year? How is Nio differentiating itself from its competitors? Nio already differentiates itself from other EV makers with its removable batteries, which can be quickly swapped at its battery-swapping stations as a faster alternative to conventional charging. It also produces its own Shenji chips, which are more powerful than Nvidia's (NVDA 0.94%) Orin-X chips, to power its autonomous driving features. Expand NYSE : NIO Nio Today's Change ( 9.41 %) $ 0.49 Current Price $ 5.75 Key Data Points Market Cap $12B Day's Range $ 5.20 - $ 5.79 52wk Range $ 3.34 - $ 8.02 Volume 68.6M Avg Vol 41.9M Gross Margin 15.75 % Nio recently spun off its chipmaking business as GeniTech, freeing it to pursue external funding and expand beyond the automotive market. Nio still holds a 62.7% stake in the new company, but the spin-off will insulate its balance sheet from GeniTech's losses. That's one of the major reasons Nio's profitability could improve over the next two years. Nio's namesake brand has established a firm foothold in China's premium EV market, but it still faces competition from cheaper brands. That's why it launched ONVO, a new sub-brand of cheaper SUVs, two years ago. Its brisk...
Shares of Verizon Communications ( VZ ) rose 0.45% to $48.71 on Wednesday , extending to a seventh session of gain. The stock had gained around 3.7% between May 18 and May 26, while the S&P 500 rose 1.57% over the same period. Shares rose amid company updates on AI-driven cyber threats, increased supply chain breach risks , and growing use of unapproved AI tools by employees, alongside disclosures...
Shares of Verizon Communications ( VZ ) rose 0.45% to $48.71 on Wednesday , extending to a seventh session of gain. The stock had gained around 3.7% between May 18 and May 26, while the S&P 500 rose 1.57% over the same period. Shares rose amid company updates on AI-driven cyber threats, increased supply chain breach risks , and growing use of unapproved AI tools by employees, alongside disclosures on network capacity upgrades and industry recognition in IoT and connectivity services. According to Seeking Alpha’s Quant rating system, VZ is rated a Hold with a score of 3.48 out of 5, with an A+ in terms of profitability but a D- in terms of growth. A recent Seeking Alpha analysis on VZ said the company’s strong free cash flow profile and improving earnings outlook support continued shareholder returns despite elevated leverage following the Frontier acquisition. The note pointed out that Verizon is “comfortable enough with their balance sheet to be able to not only grow their dividend and pay down debt but also start repurchasing shares,” while management added that, “We are making good progress and have paid down about half of the Frontier debt since the acquisition closed.” On Wall Street, analysts are bullish , with 11 out of 25 analysts rating the stock with a buy or higher, 14 suggesting to hold. Shares have gained about 2.6 % over the past month and have surge d around 19.6 % year to date. More on Digital Turbine: Don't Look Under The Hood (Rating Downgrade) CorMedix: Bleak Short-Term Outlook, But Significantly Undervalued For The Long Run Four Corners Property: Buy This Undervalued Net Lease REIT Nike, Adidas, Puma & more watchlist: Sportswear industry targets $531B by 2031 | Arizton report Lockheed Martin sees rising demand for missile defense, sustainment, autonomous systems
Key events 18m ago Preamble Show key events only Please turn on JavaScript to use this feature 10m ago 18.39 BST Some news from police in Leipzig overnight: They say 60 Crystal Palace fans classed as “known troublemakers” were ordered to leave the city centre on Tuesday night after two arrests were made following clashes with Rayo Vallecano fans. Saxon State Police revealed clashes between fans “s...
Key events 18m ago Preamble Show key events only Please turn on JavaScript to use this feature 10m ago 18.39 BST Some news from police in Leipzig overnight: They say 60 Crystal Palace fans classed as “known troublemakers” were ordered to leave the city centre on Tuesday night after two arrests were made following clashes with Rayo Vallecano fans. Saxon State Police revealed clashes between fans “suddenly broke out” with bottles, glasses and furniture thrown as well as “physical altercations”. The fan fest in the market area of Leipzig is said to have stayed peaceful, with around 2,000 fans from each of the two clubs in that area of the city. Share
On 5/29/26, Brookfield Infrastructure Partners LP's 5.00% ClassA Preferred Limited Partnership Units, Series14 (Symbol: BIP.PRB) will trade ex-dividend, for its quarterly dividend of $0.3125, payable on 6/15/26. As a percentage of BIP.PRB's recent share price of $16.73, this dividend works out to approximately 1.87%, so look for shares of BIP.PRB to trade 1.87% lower — all else being equal — when ...
On 5/29/26, Brookfield Infrastructure Partners LP's 5.00% ClassA Preferred Limited Partnership Units, Series14 (Symbol: BIP.PRB) will trade ex-dividend, for its quarterly dividend of $0.3125, payable on 6/15/26. As a percentage of BIP.PRB's recent share price of $16.73, this dividend works out to approximately 1.87%, so look for shares of BIP.PRB to trade 1.87% lower — all else being equal — when BIP.PRB shares open for trading on 5/29/26. On an annualized basis, the current yield is approximately 7.45%, which compares to an average yield of 6.72% in the "Utilities" preferred stock category, according to Preferred Stock Channel . The chart below shows the one year performance of BIP.PRB shares, versus BIP: Below is a dividend history chart for BIP.PRB, showing historical dividends prior to the most recent $0.3125 on Brookfield Infrastructure Partners LP's 5.00% ClassA Preferred Limited Partnership Units, Series14: According to the ETF Finder at ETF Channel, Brookfield Infrastructure Partners LP (Symbol: BIP) makes up 3.37% of the ProShares Supply Chain Logistics ETF (SUPL) which is trading up by about 1.6% on the day Wednesday. (see other ETFs holding BIP). In Wednesday trading, Brookfield Infrastructure Partners LP's 5.00% ClassA Preferred Limited Partnership Units, Series14 (Symbol: BIP.PRB) is currently down about 0.2% on the day, while the common shares (Symbol: BIP) are down about 0.2%. Click here to learn which S.A.F.E. dividend stocks also have preferred shares that should be on your radar screen » Further BIP.PRB Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Antonio_Diaz/iStock via Getty Images On my last visit in February, I was a cautious " Hold " on Digital Turbine stock ( APPS ). My DCF model at that time implied that the company was valued for 14% CAGR and 8% free cash flow margins, which felt optimistic. For background, Digital Turbine’s business may be a bit different from what you’re used to seeing in software. A large portion of every dollar ...
Antonio_Diaz/iStock via Getty Images On my last visit in February, I was a cautious " Hold " on Digital Turbine stock ( APPS ). My DCF model at that time implied that the company was valued for 14% CAGR and 8% free cash flow margins, which felt optimistic. For background, Digital Turbine’s business may be a bit different from what you’re used to seeing in software. A large portion of every dollar Digital Turbine makes via ad monetization goes to OEMs, carriers, and publishers who control distribution and inventory. And then after accounting for operating expenses and over 10% term loan interest rates, they don't have a lot of cash left at the bottom of their income statement. Despite these dynamics, I did note that management was making progress in profitability, which is key because my DCF model showed that Digital Turbine’s intrinsic value was around 2x more sensitive to margin than it was to growth. Indeed, the company was leveraging AI to improve ad targeting, hoping to someday justify higher pricing. On Tuesday, management dropped its fiscal Q4 2026 earnings and outlined fiscal 2027 expectations. With its stock up over 40% in intraday trading Wednesday, I wanted to take another look. Digital Turbine Fiscal Q4 Earnings The company delivered beats on both revenue and non-GAAP EPS, coming in at $142.5 million (up 20% Y/Y) and $0.16, respectively. The full-year expansion was 15%. Its App Growth Platform accelerated to 57% Y/Y growth in Q4. Digital Turbine's legacy On-Device Solutions segment revenues increased 12% across the full year, despite a modest 5% stabilization in Q4. Table 1: APPS segment performance in the year ended March 31, 2026, 10-K (Author's Compilation) Now, the 80% margins seen in its App Growth Platform require some nuance. Digital Turbine has disclosed that it has locked itself into hosting agreements with minimal purchase commitments totaling $192.29 million over the next four fiscal years . Image 1: APPS hosting agreements (10-K ) Currently, t...
On 5/29/26, RenaissanceRe Holdings Ltd.'s 4.20% Dep Shares Series G Non-Cumul Preference Shares (Symbol: RNR.PRG) will trade ex-dividend, for its quarterly dividend of $0.2625, payable on 6/1/26. As a percentage of RNR.PRG's recent share price of $15.39, this dividend works out to approximately 1.71%, so look for shares of RNR.PRG to trade 1.71% lower — all else being equal — when RNR.PRG shares o...
On 5/29/26, RenaissanceRe Holdings Ltd.'s 4.20% Dep Shares Series G Non-Cumul Preference Shares (Symbol: RNR.PRG) will trade ex-dividend, for its quarterly dividend of $0.2625, payable on 6/1/26. As a percentage of RNR.PRG's recent share price of $15.39, this dividend works out to approximately 1.71%, so look for shares of RNR.PRG to trade 1.71% lower — all else being equal — when RNR.PRG shares open for trading on 5/29/26. On an annualized basis, the current yield is approximately 6.86%, which compares to an average yield of 6.66% in the "Financial" preferred stock category, according to Preferred Stock Channel . The chart below shows the one year performance of RNR.PRG shares, versus RNR: Below is a dividend history chart for RNR.PRG, showing historical dividends prior to the most recent $0.2625 on RenaissanceRe Holdings Ltd.'s 4.20% Dep Shares Series G Non-Cumul Preference Shares: According to the ETF Finder at ETF Channel, RenaissanceRe Holdings Ltd. (Symbol: RNR) makes up 4.06% of the Themes US Small Cap Cash Flow Champions ETF (SMCF) which is trading up by about 0.2% on the day Wednesday. (see other ETFs holding RNR). In Wednesday trading, RenaissanceRe Holdings Ltd.'s 4.20% Dep Shares Series G Non-Cumul Preference Shares (Symbol: RNR.PRG) is currently up about 0.5% on the day, while the common shares (Symbol: RNR) are down about 1.9%. Click here to learn which S.A.F.E. dividend stocks also have preferred shares that should be on your radar screen » Further RNR.PRG Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
On 5/29/26, Selective Insurance Group Inc's 4.60% Dep Shares Non-Cumul Prfd Stock Ser B (Symbol: SIGIP) will trade ex-dividend, for its quarterly dividend of $0.2875, payable on 6/15/26. As a percentage of SIGIP's recent share price of $16.54, this dividend works out to approximately 1.74%, so look for shares of SIGIP to trade 1.74% lower — all else being equal — when SIGIP shares open for trading...
On 5/29/26, Selective Insurance Group Inc's 4.60% Dep Shares Non-Cumul Prfd Stock Ser B (Symbol: SIGIP) will trade ex-dividend, for its quarterly dividend of $0.2875, payable on 6/15/26. As a percentage of SIGIP's recent share price of $16.54, this dividend works out to approximately 1.74%, so look for shares of SIGIP to trade 1.74% lower — all else being equal — when SIGIP shares open for trading on 5/29/26. On an annualized basis, the current yield is approximately 6.96%, which compares to an average yield of 6.66% in the "Financial" preferred stock category, according to Preferred Stock Channel . The chart below shows the one year performance of SIGIP shares, versus SIGI: Below is a dividend history chart for SIGIP, showing historical dividends prior to the most recent $0.2875 on Selective Insurance Group Inc's 4.60% Dep Shares Non-Cumul Prfd Stock Ser B: According to the ETF Finder at ETF Channel, Selective Insurance Group Inc (Symbol: SIGI) makes up 2.08% of the SPDR S&P Insurance ETF (KIE) which is trading lower by about 1.3% on the day Wednesday. (see other ETFs holding SIGI). In Wednesday trading, Selective Insurance Group Inc's 4.60% Dep Shares Non-Cumul Prfd Stock Ser B (Symbol: SIGIP) is currently up about 0.1% on the day, while the common shares (Symbol: SIGI) are down about 0.6%. Click here to learn which S.A.F.E. dividend stocks also have preferred shares that should be on your radar screen » Further SIGIP Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Key Points After a huge pop the day it went public, Cerebras has been sliding. The company is tackling the inference market in a new way, but it may stay a niche player. 10 stocks we like better than Cerebras Systems › Cerebras Systems (NASDAQ: CBRS) came out of the gate scorching hot, with its stock opening at $350 on its first day of trading (May 14) after pricing its initial public offering (IP...
Key Points After a huge pop the day it went public, Cerebras has been sliding. The company is tackling the inference market in a new way, but it may stay a niche player. 10 stocks we like better than Cerebras Systems › Cerebras Systems (NASDAQ: CBRS) came out of the gate scorching hot, with its stock opening at $350 on its first day of trading (May 14) after pricing its initial public offering (IPO) at $185 per share. However, it's been largely downhill since, with the stock already down more than 25% from that initial price. The question for investors is whether this sell-off is a buying opportunity. 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 » A big bet on inference Cerebras is currently a niche player in the booming artificial intelligence (AI) infrastructure market. Its end-to-end server-rack system -- the CS-3 -- is designed specifically to handle inference, and it's approaching this market in a completely different way than most competitors. Compared to AI model training, inference tends to be more memory-bound than compute-bound, which is why graphics processing units (GPUs) and other memory chips need to be packaged with high-bandwidth memory. Cerebras tackles this problem by incorporating SRAM (static random-access memory) directly onto its chips. This makes its chips faster, but significantly larger, more complex, and expensive to manufacture. While most chips are the size of postage stamps, its Wafer-Scale Engine (WSE) chips are about the size of a regular iPad. The specs for Cerebras' chips are impressive, and the company boasts that they can deliver inference 15 times faster than GPUs at a fraction of the energy cost. However, the size of chips comes with power management and temperature challenges, making the infrastructure for deploying the systems more complex and costly. This i...