fcafotodigital/iStock via Getty Images Realty Income Corporation ( O ) remains a highly attractive choice for REIT investors that look to emphasize high-quality income generation, portfolio growth, and significant expansion potential in the real estate base long-term. Realty Income is growing its portfolio rapidly, with up to $9.5B reserved for new real estate acquisitions in the current fiscal year, and I expect the REIT to specifically target new verticals for growth, such as Data Centers. Realty Income supported its dividend with adjusted funds from operations, or AFFO, in the first quarter and is growing its cash flow at double digits, mainly due to an aggressive expansion pace. The REIT's increasing portfolio diversification and focus on fast-growing rental income streams could drive shares to new all-time highs in 2026, and I continue to recommend the commercial REIT for investors seeking a low-risk real estate investment company with long-term FFO upside. Data by YCharts Previous rating In my February coverage on Realty Income— Anchor Of Stability — I hinted at the fact that the commercial REIT was offering investors a low AFFO payout ratio, which therefore led to an extremely safe dividend for income investors. Additionally, the real estate investment company is moving into new verticals such as Data Centers and investing more cash in Europe, all of which leads to a more diversified portfolio and balance sheet with less reliance on one specific asset group. I like that Realty Income materially increased its investment guidance for 2026 and that its adjusted FFO is growing faster than it expected. Improving portfolio diversification, double-digit adjusted FFO growth Realty Income has made a strategic effort in recent years in order to improve the diversification of its real estate portfolio and move away from its retail-driven portfolio strategy. The REIT conducted a number of acquisitions as well as sale-leaseback transactions, such as with European retailer...

格隆汇5月28日｜乌干达卫生部27日发布声明说，鉴于邻国刚果（金）埃博拉疫情持续升级以及两国跨境人员流动带来的输入风险上升，乌干达决定自即日起临时关闭与刚果（金）的边境，并采取一系列措施强化疫情防控。

The following companies are expected to report earnings after hours on 05/27/2026. Visit our Earnings Calendar for a full list of expected earnings releases. Marvell Technology, Inc. (MRVL)is reporting for the quarter ending April 30, 2026. The electric company company's consensus earnings per share forecast from the 12 analysts that follow the stock is $0.61. This value represents a 29.79% increase compared to the same quarter last year. MRVL missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -1.96%. Zacks Investment Research reports that the 2027 Price to Earnings ratio for MRVL is 68.51 vs. an industry ratio of 45.60, implying that they will have a higher earnings growth than their competitors in the same industry. Salesforce, Inc. (CRM)is reporting for the quarter ending April 30, 2026. The internet software company's consensus earnings per share forecast from the 14 analysts that follow the stock is $2.30. This value represents a 18.56% increase compared to the same quarter last year. In the past year CRM has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 33.18%. Zacks Investment Research reports that the 2027 Price to Earnings ratio for CRM is 18.44 vs. an industry ratio of -282.00, implying that they will have a higher earnings growth than their competitors in the same industry. Synopsys, Inc. (SNPS)is reporting for the quarter ending April 30, 2026. The computer software company's consensus earnings per share forecast from the 7 analysts that follow the stock is $2.24. This value represents a 13.51% decrease compared to the same quarter last year. SNPS missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -16.67%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for SNPS is 52.00 vs. an industry ratio of 21.20, implying that they will have a higher earnings growth than their competitors in the same industry. Snowf...

Meta is doubling down on its subscription offerings. On Wednesday, the social networking giant announced it’s now rolling out its consumer subscription plans globally for its flagship apps, Instagram, Facebook, and WhatsApp, and beginning tests of new subscriptions for businesses, creators, and Meta AI users. For a few dollars per month, consumers subscribing to Instagram Plus ($3.99/mo), Facebook Plus ($3.99/mo), or WhatsApp Plus ($2.99/mo) will gain access to extra features, like profile customization, super reactions, and story insights, among other things. In an announcement, Meta’s head of product Naomi Gleit noted that “more fun features” will be added in the future. Meanwhile, Meta will begin testing other offerings, including professional plans for creators and businesses, and AI-focused plans for all users. These new tests will be branded as “Meta One,” which will serve as the company’s home for its subscription offerings going forward. Plus plans don’t replace Meta Verified ILLUSTRATION – 16 May 2024, Mecklenburg-Western Pomerania, Schwerin: ILLUSTRATION – The Instagram, Facebook and WhatsApp apps can be seen on the display of a smartphone. The internet programs belong to Meta, the umbrella brand of the Facebook Group. The European Commission opens proceedings against the Facebook and Instagram parent company Meta on suspicion of violations of the protection of minors. Photo: Jens Büttner/dpa (Photo by Jens Büttner/picture alliance via Getty Images) Image Credits: / Getty Images picture alliance / Contributor (opens in a new window) / Getty Images Meta confirmed it was planning a subscription offering earlier this year, with its initial tests rolling out in the spring. The idea behind the plans aimed at consumers is to provide additional features for power users who want more from their social apps. It also allows Meta to diversify its revenue streams beyond advertising by extracting more value from its existing audience of billions, given the limited grow...

0:05 spk_0 Well, good afternoon. I'm Kenny Polcari, and this is Trader Talk at Yahoo Finance. And today, I've got two very special guests. We've got Gina Martin Adams, who's the chief market strategist at HB Wealth here in New York City, and Adam Shapiro, who is the managing editor of A Invest, a very interesting concept. We're gonna talk about that. I'll let Adam tell you a little bit about that so that you get it, but it's gonna be a very interesting conversation today. Well, thank you very much for joining me. I do appreciate it. I'm very excited to learn, uh, a little bit more aboutThe invest so and as the listeners are as well. So why don't you tell us a little bit, Adam, just about A Invest and then we'll take it from there. 0:41 spk_1 Uh, invest. Think of it as two things, and it's very much like Yahoo Finance. I manage the content side where we write articles. I have human beings who are writing articles for retail investors, for day traders. Uh, in fact, our demo, I can, I can share this. Our demo is, is, is mostly men, 25 to 54. We do have women, but it's mostly men. And so we use.The content that we write, both human, video, podcast, and written articles, uh, as well as large language model written articles as top of funnel to attract people to the platform, and then you can choose to try some of our AA, uh, AI tools. Amy is our agent. Our AI agent is Amy, and Amy can, uh, you could use magic signal. You put in 10 stocks you choose, and then you set the parameters you want to watch, and you tell Amy, this is what I want you to watch for.by all of these different things and you will get notifications from Magic Signal from Amy and then you then have to execute and through the platform, you can link your to your brokerage, uh, and you can then execute trades should you choose. Gina, 1:47 spk_0 let's talk HB Wealth and your role there. 1:49 spk_2 Yeah, sure. HB Wealth is a fiduciary fee only RIA headquartered in Atlanta actually, but with clients all over th...

Nvidia Vera CPU Competes With AMD Epyc and Intel Xeon in Early Linux Tests extremetech.com

Meta Platforms Inc. is selling consumer subscriptions to its Meta AI chatbot for the first time, a key step toward building a business that would help offset hundreds of billions of dollars in artificial intelligence investments by the company. The new subscriptions come in two tiers. A basic tier, priced at $7.99 per month and called Meta One Plus, is for people who frequently use Meta AI to generate images and videos or rely on it for extended reasoning, according to a company spokesperson. A more advanced tier, called Meta One Premium, will cost $19.99 per month and include the same set of features as Meta One Plus but in greater quantities, the spokesperson added. The Meta AI subscription is rolling out in Singapore, Guatemala and Bolivia to start, with plans for more countries later. People can continue to use the Meta AI chatbot for free for image and video generation, but will eventually run into a limit with repeated use. Meta declined to share usage limits for each level, but said the Premium plan provides meaningfully more usage than the lower tier. Read More: Meta’s $200 Billion Data Center Transforms Rural Louisiana Meta Chief Executive Officer Mark Zuckerberg has been under pressure from investors to demonstrate that his expensive bet on AI will ultimately deliver meaningful revenue. Zuckerberg has pledged to spend at least $600 billion on AI infrastructure over the next few years, and the company is currently building a data center in Louisiana that will cost at least $200 billion . During Meta’s earnings call in April, investors balked at the company’s announcement that its capital expenditures this year would be more than initially estimated. Meta has long argued that its AI investments are already paying off in the form of highly targeted and efficient advertising, which is improved thanks to AI models. But the company is also looking for other ways to recoup its AI spending, and consumer chatbot subscriptions have become popular with several other ...

Key Points Nio’s new ONVO SUV will widen its moat against its lower-end competitors. The spin-off of its chipmaking unit will boost its near-term profits. 10 stocks we like better than Nio › Nio (NYSE: NIO), 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 (NASDAQ: TSLA) trades at 16 times this year's sales. 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 » 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 (NASDAQ: NVDA) Orin-X chips, to power its autonomous driving features. 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 bra...

Meta to Sell AI Chatbot Subscriptions in Bid to Offset Spending Bloomberg.com

香港經濟導報 记者：许国玺 【 2026-05-28 發表】 5月27日，2026年金砖国家新工业革命伙伴关系论坛在福建厦门启幕，宁德时代董事长曾毓群在主旨演讲中提出，新一轮新工业革命是绿色与智能双轮驱动的系统性产业变革，人工智能划定产业智能发展上限，新能源夯实工业转型动力底座；当下零碳科技已兼具经济性与商业化落地条件，成为金砖国家跳出传统工业化路径、实现换道超车的关键引擎与长期竞争底气。 当前金砖及广大全球南方经济体处在工业化扩张、城镇化提质、产业结构优化叠加阶段，能源消费刚性上涨，高碳粗放的旧发展模式难以为继。曾毓群指出，新工业革命不等同于传统产业技改扩产，核心是能源体系与产业逻辑的底层革新。依托成熟的零碳技术体系，金砖各方可统筹资源、技术、市场禀赋，搭建资源—技术—市场—政策协同链条，构筑本土绿色产业新体系，在全球低碳产业格局中抢占发展主动权。在他看来，金砖落地绿色工业化、释放零碳红利，关键走好资源产业化、技术全域增量、政策闭环保障三条路径，打造适配区域实情、可复制推广的金砖绿色发展范式。 盘活资源禀赋 从原料供给迈向全链产业布局 金砖地域坐拥锂、镍、钴、锰、石墨、铜等新能源关键矿产，风电、光伏、水电等可再生能源储量丰厚，是全球绿色产业链的核心资源腹地。过往多国受技术掣肘，长期局限于矿产原材料出口，产业链短、附加值偏低。零碳浪潮之下，金砖国家正加速从原料输出地，转向绿色产业链共建方与关键参与者。 宁德时代与印尼国企ANTAM、本土电池企业IBC联手打造的总投资近60亿美元动力电池全产业链项目，成为金砖产能合作标杆。项目覆盖镍矿采冶、正极材料、电芯制造、电池回收全链条，建成后可创造8000个直接岗位、带动35000个间接就业，被印尼官方定性为多方共赢的战略性合作项目，为金砖资源就地转化为实体产业提供实践样板。 硬核科技赋能 打造全域绿色产业增量空间 资源变现、市场变现的核心依靠技术创新。曾毓群谈及，缺少技术加持，矿产、风光仅为天然资源，依托零碳技术方能转化为新材料、储能装备、新型电力系统。金砖各国零碳技术错位互补：巴西深耕生物航油，印度普及低成本光伏与微电网，俄罗斯核能综合利用优势突出，南非主攻绿色矿业与铂基新材料，埃及、阿联酋等新成员加速布局绿氢产业，差异化布局筑牢多边技术合作根基。 作为全球新能源龙头，宁德时代近十年研发投入超千亿元，2025年研发投入超20...

Meta launches Instagram, Facebook, and WhatsApp subscriptions, with more to come, including AI plans TechCrunch

AMD Is Up Nearly 300% Over the Past Year. Is It Still a Buy? The Motley Fool

In this article RACE Follow your favorite stocks CREATE FREE ACCOUNT Ferrari unveiled the Ferrari Luce electric vehicle in the symbolic setting of the Vela di Calatrava, Città dello Sport in Rome in May, 2026. (Ferrari S.p.a.) Ferrari S.p.a. After intense backlash following the reveal of Ferrari's first all-electric vehicle , the Luce, the CEO of rival luxury vehicle maker Lamborghini said canceling his company's EV plans was the correct choice. Lamborghini CEO Stephan Winkelmann said on Wednesday the automaker's decision to kill the all-electric Lanzador and a version of its Urus SUV to focus on plug-in hybrid electric vehicles was "the right way to go" for his company, but said "every brand, every company has to decide for themselves." "Our decision to go from [traditional internal combustion engine] to plug-in was a very important one for us, and it worked out," Winkelmann exclusively told CNBC during a virtual interview. "We don't speak about our competitors ... but everybody has their own strategy." Winkelmann declined to comment directly on the Ferrari Luce or the responses it has received , but said "innovation is paramount" to success. However, he said innovation should not be made for innovation's sake or forced upon customers. "By observing the market ... we saw that the acceptance curve [of EVs] for our type of customers is not increasing, and that therefore we decided to move away from a full-electric car into a plug-in hybrid," he said. Lamborghini, owned by German automaker Volkswagen, was one of many global automakers to have pulled back on EV investments due to weak demand. Stephan Winkelmann, CEO of Lamborghini Courtesy: Lamborghini Shares of Ferrari fell about 8% Tuesday in Milan and dropped 5.3% in New York after the unveiling of the Luce Monday in Italy. Analysts said the stock reaction was partially due to "design hate." "Ultimately many fans are disappointed that Ferrari is embracing the EV concept, believing it dilutes the supercar brand, whic...

(RTTNews) - The Switzerland market closed on a bright note on Wednesday after stocks stayed firm throughout the day's session, even as several markets in Europe failed to hold early gains and settled on a weak note. The benchmark SMI ended with a gain of 101.73 points or 0.75% at 13,627.41, extending its winning streak to a tenth session. The index moved between 13,560.22 and 13,637.50 today. Richemont rallied 5.1% and Amrize climbed 4.8%. Galderma Group, Sika and Givaudan moved up 2.78%, 2.61% and 2.51%, respectively. SGS, Nestle, Holcim, Straumann Holding, Lindt & Spruengli, Lonza Group and Sonova gained 1%-2.2%. Novartis and Geberit also ended with strong gains. Helvetia Baloise Holdings shed 3.7%. VAT Group drifted down nearly 2%, while ABB and Julius Baer both closed lower by about 1.5%. UBS Group ended lower by a little over 1%. In economic news, data from UBS & CFA Society showed Swiss investor sentiment improved to -11.1 in May 2026 from -30.3 in May 2025. The index rose by 19.2 points on the month, reflecting a less pessimistic outlook compared with previous readings, although it remains in negative territory. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

A scathing essay by the former prime minister rehashes assumptions that underpinned his own rise to power. But the challenges are quite different now A paradox lies at the heart of Sir Tony Blair’s latest sermon to a Labour party that he seems actively to dislike these days. The 5,700-word intervention, published on the website of his Institute for Global Change, emphasises the sheer novelty of challenges such as the AI revolution and the rise of insurgent populism in western democracies. Yet the advice he offers is based on assumptions unchanged since he was bashing “old Labour” in the 1990s. In his essay, Sir Tony suggests that Labour’s “infinite capacity for self-delusion” is set to lose it the next election, irrespective of who is leading the party and the country by then. Only if it embodies a “radical centre”, he argues, can the government deliver the rises in growth and productivity that Britain desperately needs. This, it turns out, means rejecting more or less any policy that smacks of progressive ambition and intent. Continue reading...

Earnings Call Insights: Abercrombie & Fitch Co. (ANF) Q1 2026 Management View CEO Fran Horowitz-Bonadies said the company delivered “record net sales of $1.1 billion” and “operating margin of 8% exceeded our plan,” while “maintain[ing] our full year outlook on net sales, operating margin and earnings per share” despite “headwinds in the Middle East and other select countries in EMEA.” CEO Horowitz-Bonadies highlighted infrastructure and growth initiatives, saying, “We successfully launched our upgraded merchandising ERP, which will enable long-term channel and category expansion,” and added the company is “developing new franchise, wholesale and licensing relationships that will allow us to reach even more customers.” CEO Horowitz-Bonadies tied capital returns to cash generation, saying the company is “tracking to another year of top line growth, double-digit operating margin, expansion earnings per share and strong cash flow, enabling us to target returning $450 million to shareholders this year via share repurchases.” Quote (CFO Robert Ball): “We delivered record Q1 net sales of $1.1 billion, up 2% to last year on a reported basis within the range of up 1% to 3% we provided in March.” Quote (Chief Operating Officer Scott Lipesky): No prepared remarks from the COO were included in this transcript. Outlook CFO Ball kept full-year targets intact, stating, “For earnings per share, we expect net income per diluted share in the range of $10.20 to $11,” alongside “net sales growth in the range of 3% to 5% from $5.27 billion in 2025” and “full year operating margin in the range of 12% to 12.5%.” CFO Ball updated tariff assumptions and expected offsets, saying the company now assumes “a 15% tariff on all global imports into the U.S. effective for the second half of the year” and “a 10% effective tariff rate for the second quarter,” which “drive around 20 basis points of gross margin pressure for the full year, an improvement from 70 basis points in our March outlook,” but ...

Qfin (QFIN +26.61%) stock is seeing massive gains in Wednesday's daily trading session. The China-based fintech company's share price was up 25.1% as of 1:50 p.m. ET. After yesterday's market close, Qfin published its first-quarter results -- and shares are rocketing higher despite some mixed data in the report. While the company's non-GAAP (adjusted) earnings per American depositary share were in line with expectations, sales for the period came in lower than anticipated. Qfin met earnings expectations despite lower than expected sales In the first quarter, Qfin recorded earnings of $1.12 per American depositary share on sales of $566.74 million. The company's sales for the period came in roughly $22.8 million lower than anticipated, but that hasn't been enough to stop a dramatically bullish reappraisal for the stock. Sales were down roughly 16.6% year over year last quarter, but the company's guidance has investors betting that performance could be starting to stabilize. Expand NASDAQ : QFIN Qfin Today's Change ( 26.61 %) $ 3.35 Current Price $ 15.94 Key Data Points Market Cap $1.5B Day's Range $ 13.95 - $ 16.44 52wk Range $ 11.31 - $ 46.18 Volume 215.2K Avg Vol 1.5M Gross Margin 81.50 % Dividend Yield 12.23 % What's next for Qfin? Even though Qfin's sales saw a double-digit drop last quarter, the decline occurred as the company began adopting a more cautious approach to issuing credit. The company's asset quality improved in the quarter, with its delinquency rate in the quarter coming in at 3.5% -- and management's forward guidance has investors feeling more optimistic about the business's outlook. For the current quarter, Qfin is guiding for net income between 830 million Chinese renminbi and 910 million renminbi. While that suggests another big decline for overall net income, it also leaves the door open for a sequential quarterly improvement over the 879.8 million renminbi in net profit recorded last quarter. Even though the company's sales and earnings are ta...

The post 6 Smart Tax Strategies Investors With $1M+ Are Using to Protect Wealth in 2026 by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Schwab research suggests that working with a financial advisor may help some investors improve tax efficiency, though results vary widely based on income, state, fees, and tax-law changes. Instead of searching for a financial advisor on your own, AdviserMatch asks you a few questions about your goals and situation to pair you with advisors who fit your needs. This can streamline what is otherwise a time-consuming process. AdviserMatch connects individuals with financial advisors who can help with retirement planning, investment strategy, and broader financial guidance. Consultations are no-obligation, and services vary by advisor. It only takes two minutes. 6 Smart Tax Strategies High-Net-Worth Investors Use to Protect Wealth 1. Give your portfolio a strong tax plan Tax exposure is a constant concern for investors, especially those with a diversified portfolio. A 2017 Elsevier study2 found that financial advisors generally have lower portfolio turnover than other advisors, which can help reduce taxes. These advisors will also develop other tax-efficient investing strategies that reduce drag, increase after-tax returns, and make your wealth transfer-ready. Overall, a 2020 Vanguard study3 estimated that certain advisor services could add about 3% in net returns annually for some investors, though results vary and are not guaranteed after fees and market effects. 2. Shelter Your Income and Reduce Your Tax Bill Beyond looking at deductions, a qualified advisor could help high earners implement these tax-saving strategies: Maximize deductions (charitable, mortgage, business expenses) Use tax-advantaged accounts (401(k), IRA, HSA, FSA) Shift into more tax-efficient investments (municipal bonds, ETFs, long-term gains) Restructure your business (LLC, S-Corp, or trust-based strategies...

Dell Technologies’ DELL first-quarter fiscal 2027 results, scheduled to be released on May 28, are expected to have benefited from the robust demand for AI-optimized servers, driven by ongoing digital transformation and heightened interest in generative AI applications. For the fiscal first quarter, Dell Technologies anticipates 53% growth at the midpoint for the combined Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). While ISG is expected to grow more than 100%, supported by $13 billion of AI server revenue, CSG is expected to be up roughly 2%. The Zacks Consensus Estimate for CSG revenues is currently pegged at $12.91 billion, suggesting 3.2% growth from the figure reported in the year-ago quarter. The consensus mark for ISG revenues is currently pegged at $22.38 billion, indicating 117% growth from the figure reported in the year-ago quarter. DELL has an impressive earnings surprise history. Dell Technologies’ earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters, the average surprise being 1.22%. Dell Technologies Inc. Revenue (TTM) Dell Technologies Inc. revenue-ttm | Dell Technologies Inc. Quote Click here to know how DELL’s overall first-quarter fiscal 2027 results are likely to be. DELL’s AI Push Aids ISG Business Dell Technologies guided ISG revenue growth of more than 100% in the fiscal first quarter, supported by approximately $13 billion in AI server revenue alone, reflecting continued hyperscaler, enterprise, sovereign, and neocloud deployments. DELL is expected to have benefited from an expanding clientele that surpassed 4,000 with growth across neoclouds, sovereigns and enterprise customers in the fourth quarter of fiscal 2026. Dell Technologies exited fiscal 2026 with a record $43 billion AI backlog and highlighted that demand continues to outpace supply, giving the company strong near-term revenue visibility. Importantly, management emphasized that enterprise AI adoption is accelerating, with t...

Civilians including children are among the thousands to have died in this war, yet the world is paying remarkably little attention Lebanon was an afterthought when Israel and the US were bombing Iran, and remained one when they stopped. It still appears to be one even as Washington and Tehran speak of peace. The US has suggested that a deal is within reach, and Iran’s Revolutionary Guards said on Wednesday that a return to war was unlikely , though profound differences remain evident. Tehran says that Lebanon must be part of any agreement. Yet this week, Lebanon’s supposed ceasefire looks more threadbare than ever, with Israel intensifying its offensive as Benjamin Netanyahu vowed to “crush” Hezbollah. Israeli strikes killed 31 people on Tuesday alone, and on Wednesday the military ordered the evacuation of the entire city of Tyre. Its troops have pushed out of the buffer zone that it established in the south, which far-right ministers want to annex. Israel may be intensifying attacks before the US reins it in, or in the hope of destabilising the talks. War allows Mr Netanyahu to dodge accountability at home. Domestic demands for continued attacks on Hezbollah are also growing, given the mounting threat from its drones to soldiers in Lebanon and residents of Israel’s north. Continue reading...

Tesla, SpaceX merger inevitable, early investor says By Investing.com Investing.com

Taiwan suspects Nvidia AI chips routed to China through Japan The American Bazaar

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron and SK Hynix joining the $1 trillion market cap club and seeing continued momentum. Plus, Taiwanese prosecutors suspect three individuals of smuggling Nvidia chips to China through Japan. And, XPRIZE founder and early SpaceX investor Peter Diamandis joins to discuss SpaceX's IPO as the company celebrates a major Starship milestone. (Source: Bloomberg)

Image source: The Motley Fool. Friday, May 15, 2026 at 5 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Gregory Poilasne Chief Financial Officer — David Robson TAKEAWAYS Revenue -- $1.93 million for the quarter, up from $1.79 million driven by product sales and higher grant revenues, partially offset by a drop in service revenues as management fees from the Fresno EV infrastructure project were absent. -- $1.93 million for the quarter, up from $1.79 million driven by product sales and higher grant revenues, partially offset by a drop in service revenues as management fees from the Fresno EV infrastructure project were absent. Annual Revenue -- $4.79 million for the year, down from $5.29 million due to lower service revenues after Fresno EV management fees ended, partially offset by higher product and grant revenues. -- $4.79 million for the year, down from $5.29 million due to lower service revenues after Fresno EV management fees ended, partially offset by higher product and grant revenues. Gross Margin -- 24.2% for the quarter versus 15.8% reflecting a higher mix of grant revenues and improved product pricing. -- 24.2% for the quarter versus 15.8% reflecting a higher mix of grant revenues and improved product pricing. Annual Gross Margin -- 39.1%, up from 33.1% in the prior year driven by revenue mix improvements. -- 39.1%, up from 33.1% in the prior year driven by revenue mix improvements. Impairment Charge -- $3.47 million inventory impairment recognized for 125-kilowatt V2G DC Chargers deemed nonconforming, reducing their carrying value to zero and presented as a separate line item due to significance. -- $3.47 million inventory impairment recognized for 125-kilowatt V2G DC Chargers deemed nonconforming, reducing their carrying value to zero and presented as a separate line item due to significance. Operating Costs -- Operating costs (excluding cost of sales and inventory impairment) were $3.7 million in the quarter, down from $5.9 million in ...

A stronger dollar during the first month of the US-Iran conflict spurred foreign official institutions to sell Treasuries, according to Goldman Sachs. The US currency is “one of the most meaningful drivers of valuation-adjusted foreign official Treasury demand,” Goldman strategist Isabella Rosenberg wrote in a note Wednesday. Foreign holdings of Treasuries fell in March from a record high, while the Bloomberg Dollar Spot Index climbed 2.4%, its strongest monthly gain since July. The shifts, Rosenberg noted, appear to come as some foreign governments focus on supporting their local currencies and mitigating capital outflows amid the war. It’s likely a temporary pattern that isn’t indicative of a structural shift in demand for Treasuries, she said. After US and Israeli strikes on Iran began in late February, the dollar benefited from demand for traditional haven assets, as well as from the US’s position as the world’s largest oil producer. The conflict disrupted energy markets and fueled global inflation concerns, putting pressure on economies that rely heavily on imported energy. Read More: Resurgent Political Risk Derails Rallies in Emerging Markets Currencies including the Indian rupee, South Korean won, Turkish lira and Japanese yen were among the 10 worst performers versus the dollar out of the 31 major currencies tracked by Bloomberg since the war started. “Central banks’ defense of currency arrangements typically signals a strong intention to remain tied to the dollar and maintain ownership of Treasuries in the long run,” Rosenberg wrote. “Assuming the conflict ends, we would expect a return to the dollar weakening trend to provide a modest tailwind to foreign official institutions’ Treasury demand, as it had started to do once again pre-conflict.”

Over the past few years, Microsoft (MSFT 0.79%) has traded at a premium to the market. However, that's no longer the case. The company didn't do much to lose this premium; instead, it looks like that premium shifted to Alphabet (GOOG +0.92%) (GOOGL +0.96%). However, I think that has created a potential opportunity for Microsoft stock to rally over the next few months and regain its premium valuation by the time 2026 is over. On a price-to-earnings basis, Microsoft stock hasn't been this cheap since 2019, and based on the value proposition it's offering investors, there has seldom been a better time to buy. Microsoft has reached a rare valuation point Microsoft does a lot of different things as a business, but none is more important than artificial intelligence. This is the technology that will define the company's future, and Microsoft must get it right. Based solely on its finances, I think it's doing just fine so far. Microsoft's revenue rose 18% year over year during its latest quarter, but the annual run rate of its AI business rose by 123% to $37 billion. Its cloud computing segment, Azure, grew at a 40% clip, another strong performance compared to its peers. Expand NASDAQ : MSFT Microsoft Today's Change ( -0.79 %) $ -3.27 Current Price $ 412.76 Key Data Points Market Cap $3.1T Day's Range $ 409.57 - $ 415.93 52wk Range $ 356.28 - $ 555.45 Volume 1M Avg Vol 33.7M Gross Margin 68.31 % Dividend Yield 0.86 % Yet despite how well Microsoft is doing well from a business standpoint, that hasn't helped its case from a valuation perspective. The two valuation metrics I want to focus on are the price-to-earnings (P/E) ratio and the price-to-operating-cash-flow ratio. The P/E ratio may be more commonly used by retail investors to gauge the value of stocks, but as a metric, it is affected by more items. One of them is changes in the value of the company's portfolio of investments, and over the past few quarters, that factor has been significant for Microsoft. By contrast,...

The company’s paid options for Facebook, Instagram and WhatsApp will offer additional features, while its artificial intelligence plans will offer more capacity.

Thea Energy has raised an oversubscribed $100 million Series B led by U.S. Innovative Technology Fund, the fusion startup told TechCrunch. The sum places the company among the better funded fusion startups, giving it an improved chance at achieving a commercial reactor. The new funding will help Thea expand manufacturing for its uniquely designed smaller magnets and begin construction of Eos, its “power plant relevant” demonstration device, starting next year. Thea previously closed a $20 million Series A in early 2024. The new round brings total private investment to $130 million, the startup told TechCrunch. Magnets are at the core of many fusion power plant designs — they are what keeps the superheated matter called plasma compressed and burning hot enough to fuse atoms, which then release heat and energy. But Thea’s magnets are different: each rectangular magnet can be tuned to create the shape the reactor’s overall magnetic field. Thea likens these to pixels in a computer monitor, which collectively follow software’s instructions to create the text and images the monitor displays. This animation shows how Helios can be disassembled for maintenance. Image Credits:Thea Energy For Thea, that flexibility will be important. The type of reactor it’s designing is known as a stellarator. Stellarators are capable of keeping plasma in very stable configurations, but to do so, they have to twist and bend to accommodate the plasma. That’s in contrast to tokamaks, another leading magnetic design, which uses more brute force to keep plasma confined. But the irregular shape of a stellarator drives up complexity and cost for magnet manufacturing. Thea is betting that by shrouding its reactor core in dozens of regular magnets, it can use software to control the smaller, turnable magnets and create a stellarator-shaped magnetic field inside a much simpler physical structure. The software should also help with assembling the reactor. Thea has purposefully installed test magnets o...

fotokostic/iStock via Getty Images LSB Industries, Inc. ( LXU ) is a small-cap stock that has quietly put up one of the best returns in the Chemicals sector in the last year, up nearly 76%. The surge in nitrogen-based product pricing has enabled the company to see both strong volumes and strong pricing. While this has helped the company to produce record results in the past twelve months, the tightening in the nitrogen market that has been brought about by the Middle East conflict seems to be past its worst days, and price pressure should begin to alleviate from here. I expect that this results in downside pressure on nitrogen pricing for the company, and with the poor timing of a turnaround at one of their three production facilities in the US, I believe the company is set up to miss street estimates, all the while trading at a valuation that is untenable. I begin my coverage with a Sell rating. Business Profile LSB, headquartered in Oklahoma, produces and sells nitrogen-based products for both industrial and agricultural end customers. The company is the fifth largest producer of ammonia and one of the leading marketers of nitric acid in the US. Products range from ammonia and nitric acid to ammonium nitrate, sulfuric acid, and CO2. These can be used in a whole host of end markets on the industrial side, ranging from semiconductors, metals processing, chemical feedstock, explosives, water treatment, and even food refrigeration. For agriculture, it's primarily used as fertilizer for corn and other crops. The company has three production facilities: El Dorado, AR; Cherokee, AL; and Pryor, OK. The company also operates a nitric acid production facility for Covestro ( COVTY ) in Baytown, TX. Investor Presentation Source: Investor Presentation. From a mix perspective , AN & Nitric Acid comprise 39.3% of sales, UAN comprises 31.1%, ammonia comprises 23.8%, and the balance is Other at 5.9%. These are based on 2025 figures. The company has a slight majority tilt by end ma...