Alabama officials asked the US Supreme Court to reinstate a Republican-drawn voting map that would eliminate a majority-Black congressional district and give the GOP a likely pickup in the November midterms. The emergency request in the long-running legal saga follows a lower court decision Tuesday rejecting the proposed map for the third time as the product of intentional discrimination against B...
Alabama officials asked the US Supreme Court to reinstate a Republican-drawn voting map that would eliminate a majority-Black congressional district and give the GOP a likely pickup in the November midterms. The emergency request in the long-running legal saga follows a lower court decision Tuesday rejecting the proposed map for the third time as the product of intentional discrimination against Black voters. The clash is part of the fallout from the April 29 Supreme Court ruling that sharply limited the role of the landmark Voting Rights Act in redistricting. The 6-3 decision sparked a push in Republican-controlled southern states to carve up majority-Black districts that have traditionally voted Democratic. The Alabama dispute is unique because a three-judge panel had previously ordered the state to keep its current map through the 2030 election. The existing map includes two majority-Black seats, both won by Democrats in 2024. The Supreme Court reopened the fight on May 11, setting aside the lower court decision and telling the three judges to reconsider in light of the recently issued Voting Rights Act decision. But in its ruling Tuesday, the panel said the Supreme Court ruling didn’t eliminate the need for a second majority-Black district. The panel said Alabama lawmakers violated the Constitution in 2023 by intentionally leaving Black voters short of a majority in a pivotal district, raising an issue that wasn’t before the high court in the Voting Rights Act dispute. “We cannot see our way clear to requiring Alabamians to cast their votes in the 2026 elections under a districting plan tainted by intentional race-based discrimination,” wrote the panel, which consisted of Democratic-appointed US Circuit Judge Stanley Marcus and Republican-appointed District Judges Anna Manasco and Terry Moorer . The legal wrangling has left Alabama’s elections in a state of upheaval. Although voters selected party nominees in three of the states’ seven congressional districts on...
Hims & Hers Health ( HIMS ) added more than ~7% in the early morning hours on Wednesday after David Wells, a director of the telehealth provider, disclosed the purchase of more than $1M worth of company stock. Wells, who has been a board member of Hims ( HIMS ) since September 2020, disclosed the transaction in a regulatory filing on Tuesday. His purchase of 48.4K shares of the company at $24.235 ...
Hims & Hers Health ( HIMS ) added more than ~7% in the early morning hours on Wednesday after David Wells, a director of the telehealth provider, disclosed the purchase of more than $1M worth of company stock. Wells, who has been a board member of Hims ( HIMS ) since September 2020, disclosed the transaction in a regulatory filing on Tuesday. His purchase of 48.4K shares of the company at $24.235 is worth roughly $1.2M. The transaction conducted on Tuesday has increased Wells's stake in the company to 224.4K shares. Hims & Hers ( HIMS ), a leading player in the market for compounded versions of weight loss therapies, has lost more than a fifth of its value this year. Its shares fell over 14% earlier this month after the San Francisco, California-based health tech missed Street forecasts with its Q1 2026 financials, which analysts attributed to earnings headwinds stemming from its recent pivot to brand-name drugs. More on Hims & Hers Health Hims & Hers: Wegovy Deal Fuels Growth Hims & Hers Health: GLP-1 Drama Ending Signals Return To Growth Hims & Hers Health: The Stock Is On Sale, Buy It Hims & Hers launches generics for Novo’s semaglutide in Canada Hims & Hers Health prices $350M senior convertible notes
Key Points NuScale Power holds a first-mover advantage with the only small modular reactor design to receive U.S. regulatory certification. Oklo targets high-growth data center demand through modular powerhouses and a unique fuel recycling business model. As the race for carbon-free energy intensifies, which nuclear innovator deserves a spot in your portfolio? 10 stocks we like better than NuScale...
Key Points NuScale Power holds a first-mover advantage with the only small modular reactor design to receive U.S. regulatory certification. Oklo targets high-growth data center demand through modular powerhouses and a unique fuel recycling business model. As the race for carbon-free energy intensifies, which nuclear innovator deserves a spot in your portfolio? 10 stocks we like better than NuScale Power › As the tech sector hunts for reliable, carbon-free energy to power data centers, investors are looking at NuScale Power (NYSE:SMR) and Oklo (NYSE:OKLO) to see which stock is a better buy. NuScale focuses on its certified reactor design to serve traditional utilities and industrial clients. Oklo takes a different route, planning to build and operate its own fast-fission plants with high-profile backing. Both firms are leading the shift toward modular nuclear power, but they carry very different financial profiles and development timelines. The case for NuScale Power NuScale Power is developing proprietary small modular reactor (SMR) technology and related plant services to generate carbon-free power. Its target markets include data centers, desalination plants, and commercial hydrogen production. The company aims to be a leader among electric utility stocks by providing carbon-free electricity to industrial and commercial users. However, it has an exclusive commercialization partner, ENTRA1 Energy. That adds a layer of risk to the business because NuScale is obligated to make large milestone payments to ENTRA1 without guaranteed revenue contracts in return. Nuscal hasn’t commercialized its technology, so it’s not generating any meaningful revenue yet and remains deep in losses. It doesn’t have any long-term debt, though, and ended the first quarter with $341 million in cash and cash equivalents and another $836 million in short-term investments. That’s nearly $1 billion that the company can bank on any time if it wants cash to run operations and fund growth. The cas...
Gerville A group of industrial and transportation stocks climbed to fresh 52-week highs on Wednesday, as investors piled into companies tied to artificial intelligence infrastructure, power electronics and signs of stabilization in freight markets. The rally was led by Dycom Industries ( DY ), whose shares surged as much as 35% after the telecommunications contractor raised its outlook and pointed...
Gerville A group of industrial and transportation stocks climbed to fresh 52-week highs on Wednesday, as investors piled into companies tied to artificial intelligence infrastructure, power electronics and signs of stabilization in freight markets. The rally was led by Dycom Industries ( DY ), whose shares surged as much as 35% after the telecommunications contractor raised its outlook and pointed to accelerating demand tied to hyperscale data center construction and fiber deployments. The move spilled into a broader basket of industrial names that investors increasingly view as picks-and-shovels plays for the AI boom, especially companies tied to electrical infrastructure, cooling, connectivity and power conversion. Vicor ( VICR ), which makes high-performance power modules used in data centers and advanced computing systems, also touched a 52-week high. Investors have increasingly treated the company as a leveraged play on AI server power density, one of the more obscure but suddenly fashionable corners of the semiconductor supply chain. OCC, formally known as Optical Cable Corporation ( OCC ), climbed as traders hunted for smaller-cap fiber and connectivity exposure. The company manufactures fiber optic and copper cabling products used in enterprise and industrial networking applications. Shoals Technologies Group ( SHLS ), a supplier of electrical balance-of-system components for solar projects and energy infrastructure, also hit a new high as investors continued rotating into electrification and grid-related names. Luxfer Holdings ( LXFR ), which makes industrial materials and gas containment products used across defense, healthcare and transportation markets, joined the list as investors broadened their search for overlooked industrial exposure beyond mega-cap AI winners. The rally suggests Wall Street’s AI trade has continued to widen beyond chipmakers into the less glamorous industrial plumbing needed to support rising electricity demand, fiber expansion and...
John Caplan, the CEO of the financial technology company Payoneer, joined Bloomberg Open Interest to break down why small businesses are thriving despite tariffs, economic volatility, and AI disruption. He explains how global trade routes are shifting, why small and medium-sized businesses are staying international instead of going local, and how AI is helping entrepreneurs compete with much large...
John Caplan, the CEO of the financial technology company Payoneer, joined Bloomberg Open Interest to break down why small businesses are thriving despite tariffs, economic volatility, and AI disruption. He explains how global trade routes are shifting, why small and medium-sized businesses are staying international instead of going local, and how AI is helping entrepreneurs compete with much larger companies. (Source: Bloomberg)
SOITEC REPORTS FISCAL 2026 FULL-YEAR RESULTS DISCIPLINED EXECUTION AND RESTORED FREE CASH FLOW PAVE THE WAY FOR SUSTAINABLE, PROFITABLE GROWTH +25% sequential revenue growth in Q4’26 at constant currency and scope vs. Q3’26, exceeding the c. 20% guidance €592m revenue in FY26, down -34% year-on-year on a reported basis (-30% at constant currency and scope), reflecting ongoing customer inventory co...
SOITEC REPORTS FISCAL 2026 FULL-YEAR RESULTS DISCIPLINED EXECUTION AND RESTORED FREE CASH FLOW PAVE THE WAY FOR SUSTAINABLE, PROFITABLE GROWTH +25% sequential revenue growth in Q4’26 at constant currency and scope vs. Q3’26, exceeding the c. 20% guidance €592m revenue in FY26, down -34% year-on-year on a reported basis (-30% at constant currency and scope), reflecting ongoing customer inventory correction Strong momentum in Photonics-SOI, a powerful growth driver addressing surging AI data center demand, with revenue above $100m in FY26 FY26 EBITDA 1 margin 2 at 25.4% with return to positive Free Cash Flow of €63m, demonstrating disciplined execution and tight working capital management Net debt / EBITDA ratio of 0.4x, underscores a robust balance sheet Strategically positioned for expansion; poised to exploit growth opportunities with continued focus on execution and financial discipline Q1’27 revenue expected up around 15% year-on-year, at constant currency and scope; Soitec working to reduce revenue seasonality FY27 Capex cash-out expected around €100m, vs. €135m in FY26 Bernin (Grenoble), France, May 27th, 2026 – Soitec (Euronext Paris), a world leader in the design and manufacturing of innovative semiconductor materials, today reported its consolidated revenue for the fourth quarter and full-year results for fiscal year 2026 (period ended March 31st, 2026). Laurent Rémont, CEO of Soitec, commented: “In a challenging and uncertain environment, Soitec’s FY26 performance reflects varied end-market dynamics and the Group’s deliberate actions to restore cash generation. In this context, Soitec has remained focused on disciplined execution, restoring positive Free Cash Flow and strengthening its financial position, as necessary steps toward sustainable, profitable growth. Our Q4’26 showed sequential improvement over Q3’26, above guidance, with continued momentum in AI-driven activities, in particular Photonics-SOI, a key pillar of the Group’s expansion into high-grow...
SOITEC PUBLIE LES RÉSULTATS ANNUELS DE SON EXERCICE 2025-2026 DISCIPLINE D’EXÉCUTION ET RETOUR À UN FREE CASH FLOW POSITIF : CAP SUR UNE CROISSANCE RENTABLE ET DURABLE +25% de croissance séquentielle du chiffre d’affaires au T4’26, à périmètre et taux de change constants par rapport au T3’26, au-dessus de l’objectif d’environ 20% Chiffre d’affaires de l’exercice 2025-2026 de 592 M€, en baisse de 3...
SOITEC PUBLIE LES RÉSULTATS ANNUELS DE SON EXERCICE 2025-2026 DISCIPLINE D’EXÉCUTION ET RETOUR À UN FREE CASH FLOW POSITIF : CAP SUR UNE CROISSANCE RENTABLE ET DURABLE +25% de croissance séquentielle du chiffre d’affaires au T4’26, à périmètre et taux de change constants par rapport au T3’26, au-dessus de l’objectif d’environ 20% Chiffre d’affaires de l’exercice 2025-2026 de 592 M€, en baisse de 34% sur un an en données publiées et de 30% à périmètre et taux de change constants, reflétant la poursuite de la correction des stocks clients Forte dynamique du Photonics-SOI, relais de croissance majeur porté par le rapide développement des data centers IA, avec un chiffre d’affaires annuel supérieur à 100 M$ 25,4% de marge 1 d’EBITDA 2 et retour à un Free Cash Flow positif à 63 M€ sur l’exercice 2025-2026, illustrant une discipline d’exécution et une gestion stricte du besoin en fonds de roulement Ratio dette nette / EBITDA 2 de 0,4x, reflétant un bilan robuste Positionnement stratégique renforcé en vue de la prochaine phase d’expansion, axée sur l’exécution et la discipline financière Chiffre d’affaires du T1’27 attendu en croissance d’environ 15% sur un an, à périmètre et taux de change constants ; Soitec travaille à réduire la saisonnalité de son chiffre d’affaires Investissements attendus autour de 100 M€ pour l’exercice 2026-2027, contre 135 M€ pour l’exercice 2025-2026 Bernin (Grenoble), France, le 27 mai 2026 – Soitec (Euronext Paris), un leader mondial de la conception et de la production de matériaux semi-conducteurs innovants, annonce aujourd’hui son chiffre d’affaires consolidé pour le quatrième trimestre et ses résultats annuels de l’exercice 2025-2026 (période close le 31 mars 2026). Laurent Rémont, Directeur général de Soitec a déclaré : « Dans un environnement exigeant et incertain, la performance de Soitec au titre de l’exercice 2025-2026 reflète des dynamiques contrastées selon les marchés finaux, ainsi que les actions engagées par le Groupe afin de retr...
FabrikaCr/iStock via Getty Images U.S. equities staged a powerful recovery in April and early May, as a U.S.-Iran ceasefire, strong Q1 earnings, and renewed AI infrastructure enthusiasm drove a sharp rally led by semiconductors and large-cap technology. U.S. equity markets staged a powerful and sustained recovery during the recent period between selection dates (April 9, 2026 - May 14, 2026, the “...
FabrikaCr/iStock via Getty Images U.S. equities staged a powerful recovery in April and early May, as a U.S.-Iran ceasefire, strong Q1 earnings, and renewed AI infrastructure enthusiasm drove a sharp rally led by semiconductors and large-cap technology. U.S. equity markets staged a powerful and sustained recovery during the recent period between selection dates (April 9, 2026 - May 14, 2026, the “Period”) as a confluence of geopolitical de-escalation, resilient economic data, and renewed enthusiasm for AI-related capital spending drove major indices to fresh all-time highs. The Period opened in the immediate aftermath of a Pakistan-brokered ceasefire between the United States and Iran, announced on April 7, which included a conditional commitment from Tehran to allow safe passage through the Strait of Hormuz. Oil prices fell sharply on the announcement, with Brent crude dropping below $100 per barrel, helping ease the inflation anxiety that had weighed on sentiment through much of the prior Period. While the ceasefire remained fragile throughout, and late-Period headlines saw President Trump describe the truce as being on "life support" after rejecting Iran's latest counterproposal, equity markets proved increasingly willing to look through the geopolitical noise and focus instead on corporate fundamentals and the durability of the expansion. The rally was led decisively by semiconductors, AI infrastructure, and large-cap technology names, which reasserted leadership after bearing the brunt of the March selloff. A strong first-quarter earnings season provided the fundamental underpinning, with broad upside across the technology complex reinforcing the view that AI-related capital spending remains durable and accelerating. The Philadelphia Semiconductor Index ( SOX ) posted extraordinary gains during the Period, while names tied to data centre buildout, networking, and memory benefited from renewed conviction in the multi-year AI investment cycle. Improved market bre...
INDIANAPOLIS, May 27, 2026 (GLOBE NEWSWIRE) -- iSolutions, a provider of embedded payment processing and accounts receivable automation solutions for Microsoft Dynamics 365 Business Central, has earned multiple recognitions in the G2 Summer 2026 Reports across both the Accounts Receivable and Other ERP software categories. Driven by verified customer reviews, iSolutions received awards highlightin...
INDIANAPOLIS, May 27, 2026 (GLOBE NEWSWIRE) -- iSolutions, a provider of embedded payment processing and accounts receivable automation solutions for Microsoft Dynamics 365 Business Central, has earned multiple recognitions in the G2 Summer 2026 Reports across both the Accounts Receivable and Other ERP software categories. Driven by verified customer reviews, iSolutions received awards highlighting usability, customer satisfaction, implementation experience, business results, and overall product adoption. In the Accounts Receivable category, iSolutions earned recognition as: Easiest To Do Business With – Mid-Market High Performer across Small Business, Mid-Market, and Overall rankings In the Other ERP category, iSolutions earned awards including: Best Meets Requirements Best Usability Easiest To Use Best Results Users Most Likely To Recommend Best Estimated ROI Highest User Adoption High Performer The company also climbed from #7 to #5 in the G2 Other ERP Grid® Report and earned the Users Love Us badge across all categories. “Our clients are at the center of everything we do,” said Sabrina Zimara, CMO at iSolutions. “Our continued investment in monthly product enhancements and customer experience has positioned iPayments as a leading AR automation platform built specifically for Business Central. Seeing customers recognize us for usability, implementation, business results, and customer relationships validates the work our entire team puts into both the product and the experience we deliver.” The recognition reflects growing adoption of iPayments among organizations looking to replace disconnected payment portals, limited AR tools, and manual workflows with a fully embedded, real-time accounts receivable platform inside Business Central. Organizations Choose iSolutions for: Real time accounts receivable automation fully embedded in Dynamics 365 Increased efficiency, visibility, and accuracy in AR processes Faster payments with fewer manual processes Same day, North ...
Daniel Grizelj/DigitalVision via Getty Images While looking at the crypto market lately, one can notice a somewhat odd trend. Bitcoin ( BTC-USD ) is underperforming the S&P 500 ( SP500 ) Year-to-Date, with a -14%. At the same time however, many crypto-related names are actually outperforming not only Bitcoin but even equity markets (see below chart). Seeking Alpha Such is the case of the Fidelity ...
Daniel Grizelj/DigitalVision via Getty Images While looking at the crypto market lately, one can notice a somewhat odd trend. Bitcoin ( BTC-USD ) is underperforming the S&P 500 ( SP500 ) Year-to-Date, with a -14%. At the same time however, many crypto-related names are actually outperforming not only Bitcoin but even equity markets (see below chart). Seeking Alpha Such is the case of the Fidelity Crypto Industry and Digital Payments ETF ( FDIG ) (which I covered a little less than one year ago), the VanEck Digital Transformation ETF ( DAPP ), the Global X Blockchain ETF ( BKCH ) and even Block, Inc. ( XYZ ), Jack Dorsey’s Fintech company (the latter, however, beats BTC YTD, but not the S&P 500). These tickers contain, for the most part, crypto "infrastructure" players such as IREN Limited ( IREN ), Coinbase, Inc. ( COIN ), Galaxy Digital Inc. ( GLXY ) or Robinhood Markets Inc. ( HOOD ). Today, I am discussing why these names are rallying at a time when the main crypto a sset ( BTC ) seems to be struggling, and whether we should expect this trend to reverse or continue. Asset managers are exiting some crypto-related assets, increasing others Recent 13F filings for Q1 2026 (ended March 31) reveal some de-risking by several asset managers and hedge funds in crypto-related exposures. Generally speaking, asset managers seem to be decreasing their direct exposure to cryptocurrencies like Bitcoin and Ethereum ( ETH-USD ), while some are increasing exposure to selected infrastructure plays. For example, Capula Management fully liquidated large positions in Bitcoin and Ethereum, mostly held via the iShares Bitcoin Trust ETF ( IBIT ). The fund also completely exited its Coinbase position, retaining only a small options stake. Millennium Management sharply reduced Bitcoin ETF holdings and Ethereum exposure. Hedge funds are also broadly retreating from Bitcoin and Ethereum. Goldman Sachs followed the pack and trimmed Bitcoin and Ether ETF positions, and fully exited Ripple ( XR...
Strong recent results and an expanded product portfolio are driving growth across all lines, with major catalysts like Scorpio X-Series and Taurus. Significant investments in optical technology and supply chain readiness position the company for future opportunities, while customer collaborations and design wins in CXL and AI reinforce long-term momentum. Based on Astera Labs, Inc. [ALAB] TD Cowen...
Strong recent results and an expanded product portfolio are driving growth across all lines, with major catalysts like Scorpio X-Series and Taurus. Significant investments in optical technology and supply chain readiness position the company for future opportunities, while customer collaborations and design wins in CXL and AI reinforce long-term momentum. Based on Astera Labs, Inc. [ALAB] TD Cowen's 54th Annual Technology, Media & Telecom Conference Audio Transcript — May. 27 2026
asbe/iStock via Getty Images Aemetis, Inc. ( AMTX ) reported 1Q26 results earlier this month. The results continue to show a company that is undergoing large investments but with a perilous capital structure. The company reported better revenues, better gross margins, and lower operating losses, mainly thanks to better recognition of carbon credits. However, this is still a business that loses mon...
asbe/iStock via Getty Images Aemetis, Inc. ( AMTX ) reported 1Q26 results earlier this month. The results continue to show a company that is undergoing large investments but with a perilous capital structure. The company reported better revenues, better gross margins, and lower operating losses, mainly thanks to better recognition of carbon credits. However, this is still a business that loses money at almost every level of the P&L and that is financing its operations with debt, accrued interest, and dilution. The stock price increase of the past few months seems more related to fossil fuel price volatility, particularly around the Iran war, than to a change in the company's underlying economics. I do not think higher fossil fuel prices are a sustainable tailwind for Aemetis. On the contrary, higher energy prices can easily become negative for renewable fuel credit economics, political support, and feedstock costs. I continue to believe the name is overvalued and not attractive. I maintain a Hold rating. 1Q26 Results Aemetis' results improved in 1Q26 versus the prior year, but they still showed a company deeply in the red. Revenue grew 27% to ~$55 million from ~$43 million in 1Q25 . Gross profit improved to ~$3 million, compared with a gross loss of ~$5 million last year. Operating loss narrowed to ~$6 million from ~$15.5 million. Net loss improved but was still very large at ~$22 million, compared with ~$24.5 million last year. Even adjusted EBITDA was still negative, at $1.3 million. The improvement in revenues came mostly from the Indian business, which was more inoperative in Q1 last year ($2.3 million in revenues), but this quarter generated more revenues ($10.5 million). The subsidiary reduced its adjusted EBITDA loss from ~$800 thousand to ~$350 thousand. The profitability improvement was not generated by the larger Indian revenues but rather by more profitable carbon credit operations in the US . The company recognized $4 million of 45Z production tax credit...
tawatchaiprakobkit/iStock via Getty Images Nvidia ( NVDA ) CEO Jensen Huang plans to strengthen the "AI semiconductor triangle alliance" with SK hynix ( HXSCL ) and Taiwan Semiconductor Manufacturing ( TSM ) when he attends a pair of industry conferences next week in Taipei, according to The Asia Business Daily . SK Group Chairman Chey Tae-won is slated to meet with Huang and attend GTC Taipei and...
tawatchaiprakobkit/iStock via Getty Images Nvidia ( NVDA ) CEO Jensen Huang plans to strengthen the "AI semiconductor triangle alliance" with SK hynix ( HXSCL ) and Taiwan Semiconductor Manufacturing ( TSM ) when he attends a pair of industry conferences next week in Taipei, according to The Asia Business Daily . SK Group Chairman Chey Tae-won is slated to meet with Huang and attend GTC Taipei and Computex 2026, which both start on June 1, according to the report , citing industry insiders. SK hynix President Kwak Noh-jung is also expected to attend. The events are located in the city that also serves as the headquarters for TSMC, a strategic partner of both SK hynix and Nvidia. Together, these three companies form the "AI semiconductor triangle alliance." This will mark the fourth meeting between Huang and Chey over the past seven months, the report said. These meetings are apparently helping the companies maintain the supply chain that is critical to the artificial intelligence data center buildout. More on Nvidia, TSMC, and SK hynix Nvidia: Wall Street Is Sleeping, Consensus Estimates Look Too Low Nvidia: The Bear Case Is Losing Weight After Q1 Nvidia Vs. AMD: Nvidia Will Eat AMD's CPU Lunch Nvidia, Micron set to power a third of S&P 500 earnings growth in 2026 - Goldman TSMC CEO vows over 30% incentive hikes as AI boom fuels profits
Beneath Amazon’s (AMZN) retail and cloud business, a much bigger story is unfolding. Amazon is approaching AI very differently from its rivals, and this difference could eventually become its biggest competitive advantage. AMZN stock is up 17% year-to-date (YTD), outperforming the broader market gain of 9.6%. Is AMZN stock a good buy now? Amazon Is Playing Both Sides of the AI Chip Race Many inves...
Beneath Amazon’s (AMZN) retail and cloud business, a much bigger story is unfolding. Amazon is approaching AI very differently from its rivals, and this difference could eventually become its biggest competitive advantage. AMZN stock is up 17% year-to-date (YTD), outperforming the broader market gain of 9.6%. Is AMZN stock a good buy now? Amazon Is Playing Both Sides of the AI Chip Race Many investors may not be aware that Amazon, renowned mostly for its retail and e-commerce business, has quietly built a massive AI chip business. In the first quarter, its chips division grew nearly 40% sequentially and now exceeds a $20 billion annual revenue run rate. Its Trainium AI chips, in particular, have already secured more than $225 billion in revenue commitments, with most of them from leading AI labs including Anthropic and OpenAI. Amazon claims that its “custom silicon business” is now likely one of the three largest data center chip businesses globally. This is impressive given that Amazon entered the custom AI chip race much later than other competitors. Meanwhile, Amazon believes that its Graviton CPU processors will play an essential role as AI workloads progress beyond simple inference to agentic AI. While Amazon is aggressively expanding its chip business, it still continues to deepen its relationship with Nvidia Corporation (NVDA). CEO Andrew R. Jassy made it clear that Amazon has no intention of abandoning Nvidia hardware. In fact, he believes that many enterprises will continue choosing Nvidia chips, while others may prioritize Trainium’s lower cost structure and performance advantages. This is probably true because while Amazon’s chips are substantially cheaper, they lack Nvidia’s state-of-the-art and mature ecosystem. Nvidia chips still remain the industry standard for their highest processing speeds. Amazon’s dual approach is an advantage for the company, as it can save huge amounts of money every year by using its own chips instead of purchasing as many thi...
Hundreds of dead sharks and fish believed to be part of a discarded catch have washed up on two Welsh beaches. Dog walkers found a full net of dogfish, also known as catsharks, on Carmarthenshire’s Cefn Sidan on Saturday. A few days earlier, hundreds of dead sharks and fish had been found on Saundersfoot beach in neighbouring Pembrokeshire. Cliff Benson, a local conservationist and founder of the ...
Hundreds of dead sharks and fish believed to be part of a discarded catch have washed up on two Welsh beaches. Dog walkers found a full net of dogfish, also known as catsharks, on Carmarthenshire’s Cefn Sidan on Saturday. A few days earlier, hundreds of dead sharks and fish had been found on Saundersfoot beach in neighbouring Pembrokeshire. Cliff Benson, a local conservationist and founder of the charity Sea Trust Wales, told the Western Telegraph that smaller-scale incidents were not uncommon in the area. “We quite often see dogfish or catsharks seemingly intent on suicide and beaching themselves, though nobody seems to know why,” he said. “However, this is on a different scale and looks like they might have been caught by some fishing boat that was hoping to catch more commercial species and thrown overboard dead. “Another possibility is it’s a case of some marine pollution event, but you would expect several species to fall victim, not just dogfish.” The World Wildlife Fund describes “ghost nets” as abandoned, lost or discarded fishing nets that trap and kill marine life. A single abandoned net is estimated to kill an average of 500,000 marine invertebrates, 1,700 fish and four seabirds. The Ocean Conservancy calls such nets the single most harmful form of marine debris. As much as 1m tonnes of ghost gear is thought to enter the oceans each year. Last week’s finds are not the only dead sharks to have washed up on Welsh beaches recently. A few dozen dogfish were found on Prestatyn beach in 2023, and hundreds more on Cold Knap beach in Barry in 2021, some with hooks and tackle still attached to them. Dozens of dogfish washed up at Burry Port in 2019. A fisheries scientist said at the time the find was probably the result of bottom trawling.
• Tesla stock is gaining positive traction. Why is TSLA stock advancing? SpaceX IPO Speculation Fuels Tesla Narrative The report said Elon Musk has discussed the possibility of eventually combining Tesla and SpaceX, noting the companies already share engineering talent and collaborate on power and compute-related constraints. With broader markets relatively flat, the merger speculation became a ma...
• Tesla stock is gaining positive traction. Why is TSLA stock advancing? SpaceX IPO Speculation Fuels Tesla Narrative The report said Elon Musk has discussed the possibility of eventually combining Tesla and SpaceX, noting the companies already share engineering talent and collaborate on power and compute-related constraints. With broader markets relatively flat, the merger speculation became a major driver of Wednesday's narrative around Tesla. Tesla Posts Strong European EV Sales Growth Separately, Tesla recorded strong April sales growth in Europe as EV adoption accelerated across the region. Data from the European Automobile Manufacturers Association (ACEA) showed Tesla sold 9,169 vehicles in April, up 67.2% year-over-year, while year-to-date sales climbed 61.7% to 67,389 units. AI, Robotics and Energy Continue Expanding Tesla's Story Tesla continues operating beyond traditional auto manufacturing as a vertically integrated EV, AI, robotics, and energy company. In addition to electric vehicles, Tesla sells stationary battery storage systems, solar products, insurance offerings, and operates its global fast-charging network. The company delivered nearly 1.64 million vehicles globally in 2025. Analysts and investors increasingly focus on Tesla's AI infrastructure needs because autonomous driving, humanoid robotics, and large-scale compute requirements align closely with the same power and semiconductor constraints discussed in the SpaceX-related reports. Earnings & Analyst Outlook Looking further out, the next major catalyst for the stock arrives with the July 22 (estimated) earnings report. EPS Estimate : 42 cents (Up from 40 cents year-over-year) : 42 cents (Up from 40 cents year-over-year) Revenue Estimate : $24.53 billion (Up from $22.50 billion YoY) : $24.53 billion (Up from $22.50 billion YoY) Valuation: P/E of 397.8x (Indicates premium valuation) Analyst Consensus & Recent Actions: The stock carries a Buy rating with a consensus price target of $403.59. Rec...