PANW260612C00205000 互動股市圖表 | PANW Jun 2026 205.000 call 股市 Yahoo 財經

The hottest thing in the U.S. this summer isn’t the weather — it’s the rip-roaring stock market.

ESPR260618P00001000 互動股市圖表 | ESPR Jun 2026 1.000 put 股市 Yahoo 財經

(RTTNews) - Semtech Corp (SMTC) announced a profit for its first quarter that Increases, from the same period last year The company's earnings totaled $26.6 million, or $0.27 per share. This compares with $19.3 million, or $0.22 per share, last year. Excluding items, Semtech Corp reported adjusted earnings of $49.4 million or $0.51 per share for the period. The company's revenue for the period rose 15.9% to $291.0 million from $251.1 million last year. Semtech Corp earnings at a glance (GAAP) : -Earnings: $26.6 Mln. vs. $19.3 Mln. last year. -EPS: $0.27 vs. $0.22 last year. -Revenue: $291.0 Mln vs. $251.1 Mln last year. -Guidance: Next quarter EPS guidance: $ 0.61 To $ 0.63 Next quarter revenue guidance: $ 328 M To $ 333 M The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇5月27日｜据华尔街日报报道，美国贸易代表格里尔当地时间周二表示，特朗普总统的10%全球关税在7月到期后可能会重新征收，并指出相关法规并未明确总统能否在法律期限届满后重启这些关税。特朗普于2月根据《1974年贸易法》第122条征收10%全球关税，该关税最多持续150天，原计划7月到期后由新关税取代。格里尔在外交关系委员会的一次活动中表示，法律上可能存在重新征收的权力，法规只规定到期时间，未说明何时可重新实施。格里尔没有说明特朗普政府是否会寻求延长这些关税，但表示他“无法想象”国会打算将总统使用第122条关税的权力限制在每个任期一次。

The 2026 Q1 earnings cycle is essentially over, though there is a handful of S&P 500 companies yet to report. The AI frenzy has continued to dominate sentiment throughout the period, with favorable demand trends surrounding the buildout leading to record results from several companies, including Cisco Systems CSCO and NVIDIA NVDA. Cisco Breaks Records Cisco is positioned to provide critical AI infrastructure with an industry-leading networking portfolio, AI-native security solutions, and operating systems. Sales of $15.8 billion set a record for the company and exceeded the high end of its prior guidance. The company noted broad-based, record-high demand for its technology, with overall product orders growing by a sizable 35% YoY. Importantly, data center switching orders grew 40% from the year-ago period, underpinning its important role amid the buildout. Favorable EPS revisions for its current and next fiscal year have helped land it into a Zacks Rank #2 (Buy). Zacks Investment Research Image Source: Zacks Investment Research NVIDIA Impresses Again NVIDIA again posted robust growth in its latest release, with adjusted EPS of $1.87 more than doubling year-over-year alongside record sales of $81.6 billion that grew 85% from the year-ago period. As expected, Data Center results throughout the period showed that everybody still wants their hands on the magical GPUs. Data Center sales of $75.2 billion again reflected a record, up 92% year-over-year. Near-term EPS revisions continue to show bullishness thanks to the favorable environment, a trend that the company has enjoyed for quite a while now. While shares have slowed a bit relative to what we’ve seen over recent years, the reality remains that the company’s outlook remains robust. Zacks Investment Research Image Source: Zacks Investment Research Bottom Line Both companies above – Cisco Systems CSCO and NVIDIA NVDA – delivered robust earnings releases this cycle, delivering record results thanks to favorable trends ...

Image source: The Motley Fool. Tuesday, May 26, 2026 at 4:30 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Hong Q. Hou Executive Vice President and Chief Financial Officer — Mark Lin Senior Vice President of Investor Relations — Mitchell J. Haws Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $291 million, up 6% sequentially and up 16% year over year, with record levels driven by data center and LoRa performance. -- $291 million, up 6% sequentially and up 16% year over year, with record levels driven by data center and LoRa performance. Adjusted diluted EPS -- $0.51, an increase of 34% year over year. -- $0.51, an increase of 34% year over year. Adjusted gross margin -- 53%, 20 basis points above the midpoint of guidance. -- 53%, 20 basis points above the midpoint of guidance. Data center net sales -- $71.6 million, up 14% sequentially and 39% year over year, benefiting from strength in 800G FiberEdge portfolio, LPO, and customer engagement. -- $71.6 million, up 14% sequentially and 39% year over year, benefiting from strength in 800G FiberEdge portfolio, LPO, and customer engagement. Infrastructure net sales -- $98.8 million, up 14% sequentially and 36% year over year, supported by data center growth. -- $98.8 million, up 14% sequentially and 36% year over year, supported by data center growth. Signal integrity gross margin -- 62.7%, compared to 67.4% in the previous quarter, reflecting integration of the new indium phosphide facility. -- 62.7%, compared to 67.4% in the previous quarter, reflecting integration of the new indium phosphide facility. High-end consumer net sales -- $38.4 million, up 5% sequentially and 8% year over year, driven by TVS product wins and expanding sensor portfolio. -- $38.4 million, up 5% sequentially and 8% year over year, driven by TVS product wins and expanding sensor portfolio. Industrial net sales -- $153.9 million, up 2% sequentially and 8% year over year, with LoRa revenue g...

awiekupo/iStock Editorial via Getty Images On March 4, 2026, Robinhood Markets, Inc. ( HOOD ) CEO Vlad Tenev spoke live from the TWA Hotel at JFK Airport in New York City as part of Robinhood Presents: Take Flight and boldly proclaimed: “Robinhood will be the financial superapp for families to invest, plan, and grow wealth across generations.” It was the latest claim from the noted CEO about what he envisions the Robinhood app to be. However, after a disappointing Q1 2026 earnings report , I have more doubts than confidence in what Robinhood is trying to do, and I fear that the stock has become overpriced at this time. Robinhood Continues To Rely On Highly Volatile Retail Trading Transactions Many can recall the heady days of 2021 when the meme stock frenzy briefly took over Wall Street and sent many retail traders scrambling for their phones to place a trade on their Robinhood app. In fact, CBS News reported at that time that Robinhood raked in at least $110 million in revenue during that period of wild speculation. However, those high-flying days also led to significant scrutiny of the business following the GameStop short squeeze . Eventually, Robinhood itself IPO'd in July 2021 and raised $2.1 billion during that offering. However, the stock suffered for some time following an overhang of concerns from Wall Street about the company's viability. That said, the company has largely been able to calm many of those fears, and it has been on an incredible turnaround run over the last three years: YCharts Data by YCharts The rally has been a tremendous point of pride for the company, but I believe that it has now become overextended. Without significant change, I believe that the stock is overdue for a fall. One of my main concerns is that Robinhood continues to rely on highly volatile trading periods to earn significant portions of its revenues. For example, during Q1 2025, another highly volatile trading period for the markets, Robinhood reported the following during...

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

In the latest close session, SLB (SLB) was up +1.22% at $57.98. This change outpaced the S&P 500's 0.61% gain on the day. Elsewhere, the Dow saw a downswing of 0.23%, while the tech-heavy Nasdaq appreciated by 1.19%. The world's largest oilfield services company's shares have seen an increase of 3.71% over the last month, surpassing the Business Services sector's gain of 0.68% and falling behind the S&P 500's gain of 4.44%. The investment community will be paying close attention to the earnings performance of SLB in its upcoming release. It is anticipated that the company will report an EPS of $0.53, marking a 28.38% fall compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $8.71 billion, showing a 1.95% escalation compared to the year-ago quarter. For the full year, the Zacks Consensus Estimates are projecting earnings of $2.61 per share and revenue of $36.55 billion, which would represent changes of -10.92% and +2.36%, respectively, from the prior year. Investors should also take note of any recent adjustments to analyst estimates for SLB. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 2.22% decrease. Right now, SLB possesses a Zacks Rank of #3 (Hold). With respect to valuation, SLB is currently being traded at a Forwar...

Accenture (ACN) ended the recent trading session at $177.00, demonstrating a -1.25% change from the preceding day's closing price. This change lagged the S&P 500's 0.61% gain on the day. Meanwhile, the Dow experienced a drop of 0.23%, and the technology-dominated Nasdaq saw an increase of 1.19%. Shares of the consulting company have appreciated by 1.28% over the course of the past month, underperforming the Computer and Technology sector's gain of 8.23%, and the S&P 500's gain of 4.44%. The investment community will be paying close attention to the earnings performance of Accenture in its upcoming release. The company is slated to reveal its earnings on June 18, 2026. The company's earnings per share (EPS) are projected to be $3.68, reflecting a 5.44% increase from the same quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $18.73 billion, indicating a 5.68% increase compared to the same quarter of the previous year. Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $13.87 per share and revenue of $74.11 billion. These totals would mark changes of +7.27% and +6.37%, respectively, from last year. Investors should also take note of any recent adjustments to analyst estimates for Accenture. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks C...

格隆汇5月27日｜英国即将与波兰签署一项新的防务与安全协议，以遏制俄罗斯构成的威胁。根据唐宁街10号（英国首相府）的一份声明，英国首相斯塔默将于周三在伦敦与波兰总理图斯克会晤时敲定该协议。两国领导人还计划讨论日益增多的所谓混合攻击，例如俄罗斯在伦敦纵火、在伯明翰及欧洲其他地方引发货运火灾、网络攻击及间谍活动。声明称，根据该协议，英国和波兰旨在共同生产下一代中程防空导弹，同时进行大规模联合演习。两国还将“加速合作，以破坏敌对势力散布不和的恶意企图”。

MO260529C00057000 互動股市圖表 | MO May 2026 57.000 call 股市 Yahoo 財經

Pope Leo XIV made an impassioned case against the harms of artificial intelligence and data centers in a widely followed letter, adding to the industry’s growing public-relations problem. Just last month, privately held Compass Datacenters, which is backed by Brookfield Asset Management pulled out of attempts to build an over 800-acre Virginia campus after opposition and increasing regulations. In his encyclical letter released Monday, the pope warned about AI’s environmental and social impacts.

Investors choosing between sweet and savory must decide if a high-growth doughnut model or a stable pizza powerhouse offers better value. Deciding between Krispy Kreme (NASDAQ:DNUT) and Domino's Pizza (NASDAQ:DPZ) requires a look at their different financial trajectories. Krispy Kreme uses an omnichannel strategy to distribute treats through shops and retail cabinets. Domino's relies on a massive logistics and delivery network to maintain its market lead. Both companies occupy unique niches within the quick-service restaurant world, but their balance sheets tell very different stories for the year ahead. Krispy Kreme generates revenue by selling fresh doughnuts through its owned shops, digital platforms, and Delivered Fresh Daily (DFD) cabinets located in grocery stores. The company operates in 40 countries and reported roughly 17,982 points of access as of early 2025. This business model relies on a hub-and-spoke system where large production facilities supply various retail locations. The company remains a popular name among food stocks because of its global reach. No single customer accounted for more than 10% of total revenue in recent years, reducing the risk of reliance on a single retail partner. Continue reading

Mubadala Investment Co. , Abu Dhabi’s sovereign wealth fund, is seeking to raise $1.91 billion from an unregistered block sale of GlobalFoundries Inc. shares, according to people familiar with the matter. The 22 million share block is being marketed for $86.30 to $86.80 each, the people said, asking not to be identified as the information isn’t public. Morgan Stanley is working on the offering, the people said. The shares are being marketed at as much as a 4.1% discount to Tuesday’s closing price of $89.96. The share sale includes a 60-day agreement restricting further sales by Mubadala, the people said. Shares of GlobalFoundries fell 6.1% to $84.50 each in after-hours trading as of 5.39 p.m. in New York on Tuesday. Details of the offering could still change, the people said. Representatives for GlobalFoundries and Morgan Stanley didn’t immediately respond to requests for comment. A spokesperson for Mubadala didn’t immediately respond to a request outside normal office hours in Abu Dhabi. Mubadala held 423 million GlobalFoundries shares as of March 31, representing a 77% stake, according to data compiled by Bloomberg.

Image source: The Motley Fool. May 26, 2026 at 4:30 p.m. ET Call participants Chairman and Chief Executive Officer — Jagtar Singh Chaudhry Chief Financial Officer — Kevin Rubin Takeaways Annual recurring revenue (ARR) -- $3.5 billion, up 25% year over year, with net new ARR of $166 million up 24%. -- $3.5 billion, up 25% year over year, with net new ARR of $166 million up 24%. Revenue -- $850 million, rising 25% year over year and 4% sequentially from Q2, above the high end of guidance. -- $850 million, rising 25% year over year and 4% sequentially from Q2, above the high end of guidance. Free cash flow margin (year to date) -- 29%, with Q3 specifically at 16%, down from 18% last year due to cash collections timing. -- 29%, with Q3 specifically at 16%, down from 18% last year due to cash collections timing. Remaining performance obligations (RPO) -- $6.5 billion, representing growth of approximately 30%, with 46% classified as current RPO. -- $6.5 billion, representing growth of approximately 30%, with 46% classified as current RPO. Non-GAAP operating margin -- 23%, increasing 140 basis points year over year to an all-time high. -- 23%, increasing 140 basis points year over year to an all-time high. Non-GAAP gross margin -- 80.7%, compared to 80.3% a year ago. -- 80.7%, compared to 80.3% a year ago. Customer metrics -- 748 customers generating more than $1 million ARR and 4,000 customers exceeding $100,000 ARR, growing 18% and 19% year over year, respectively. -- 748 customers generating more than $1 million ARR and 4,000 customers exceeding $100,000 ARR, growing 18% and 19% year over year, respectively. Geographic mix -- Americas contributed 56% of revenue, growing 31%; EMEA at 28%, growing 16%; and APJ at 16%, growing 23%. -- Americas contributed 56% of revenue, growing 31%; EMEA at 28%, growing 16%; and APJ at 16%, growing 23%. Data security ARR -- Surpassed $500 million, growing over 30% year over year. -- Surpassed $500 million, growing over 30% year over year....

Getty Images May 26th was a really rough day for shareholders of AutoZone, Inc. ( AZO ). Shares of the company dropped around 9% after management announced financial results covering the third quarter of the company's 2026 fiscal year. At first glance, this might seem surprising. After all, earnings per share came in quite a bit above what analysts were anticipating. However, revenue fell short of expectations, and management reported a contraction in gross margin that should be monitored moving forward. Long term, I have no doubt that the company will continue to expand. However, I wouldn't necessarily call it a buying opportunity even after this share price decline. Nearly 12 years ago, in December of 2014, I called the company a Sell. But I have not written about it since then. Based on the data that is available today, I would say that it fits as a Hold candidate at this time. But if shares decline further from here, upgrading it becomes feasible. Digging Into AutoZone If you live in the U.S., there is a high probability that you know about AutoZone. The company currently operates as a major retailer and distributor of automotive replacement parts and accessories. From its humble origins in 1979, the company has expanded into a major international player. As of the third quarter of this year, it boasted 7,856 stores in operation. Of these, 6,766 are located in the U.S., while the remainder are split between Mexico and Brazil. Author - BTS Data I can't speak so much for Mexico and Brazil. But I do know that, in the U.S., there is a catalyst that the company is benefiting from. In the chart above, you can see that the average age of a vehicle in the U.S. has continued to increase. Some of this is almost certainly because of improvements in technology. However, there is no denying that the increase in the average price of a car over time has also contributed to this phenomenon. Long term, I expect this trend to continue, especially in the current economic environme...

油價高企｜政府周日向的士、校巴、公共小巴提供液化石油氣補貼 每公升$0.5 為期2個月

iQoncept/iStock via Getty Images Introduction No matter where people stand in the debate about long-term inflation, I continue thinking that we are now in a 3% World, as de facto, we have been since the post-pandemic rebound. There are several consequences of this shift, and one of the most important ones is that discount rates are higher, which generally hurts mid-cap stocks. At the same time, if inflation stays in a moderate range (between 2.5% and 3.5%) and economic growth is steady, mid-caps can benefit from this environment. In particular, companies that belong to the Industrials and Materials sectors can benefit from a higher-for-longer environment, while Financials can benefit from higher yields. On the other hand, when we factor in the AI revolution, we can debate whether mid-caps belonging to the information technology sector will be wiped away or will achieve higher efficiency and higher profits. In my AI sector rotation framework that I recently published, I took the contrarian stance - numbers at hand - that we are going to see value creation moving from infrastructure to application software and industrials. These are the segments to which State Street SPDR Portfolio S&P 400 Mid Cap ETF ( SPMD ) is most exposed, with a cumulative weight of 41%. Therefore, if my call is correct, we can't overlook SPMD. State Street SPMD: Methodology and Composition The fund is issued by State Street Global Advisors and has been listed on the NYSE since late 2005. Its benchmark is the S&P MidCap 400 Index ( SP400 ), and the index brochure shows that since December 1994, this index has outperformed both the S&P 500 ( SP500 ) and the S&P 600 ( SP600 ). However, in the past 10 years and, in particular, in the past half a decade, the large-cap index has trounced the mid-cap one. The fund manages more than $17B, it is very liquid (the 3M average daily share volume is 2.9M), and it has an extremely low expense ratio of 0.03% . This makes it 2 bps cheaper than the economically i...