4kodiak/iStock Unreleased via Getty Images I last wrote about Amazon ( AMZN ) almost two years ago, since which time the stock's up 45% . Sure, I could call it a win, but I don't think the AI race is over by any stretch of the imagination, so I'll call it "in the process of winning". After reviewing Q1-26 results from last month and having dived into the extended version of the metrics trends I've...
4kodiak/iStock Unreleased via Getty Images I last wrote about Amazon ( AMZN ) almost two years ago, since which time the stock's up 45% . Sure, I could call it a win, but I don't think the AI race is over by any stretch of the imagination, so I'll call it "in the process of winning". After reviewing Q1-26 results from last month and having dived into the extended version of the metrics trends I've been looking at, I'm giving my Buy rating a fresh endorsement. I'm not doing a review of Q1 earnings. It's been a month since the report, and lots of smart analysts have had lots to say about it already. I'm more interested in kicking the tires on my thesis to see if it's still got good bones. It does, so I'm going to stand by my Buy call in spite of the strong two-year run. A Reminder of the Profitability Theme I've said before that ever since AWS became the profitability arm for Amazon, investors have upgraded their expectations on bottom-line performance. In that article from two years ago, I showed how the stock's movements followed the profitability graph line. There's still a lot of truth to that, even two years later. SA The thing that looks like a bean (sorry!) is when investors flipped from growth-aware to profitability-aware. It came right at the pandemic, when e-commerce deliveries became a source of sustenance overnight. That wasn't the real catalyst, though. Like I've said before, AWS and the operating leverage it brought were the real heroes. The heroes are now the crutch, sad to say. Stockholders have become so accustomed to seeing net profitability growth that it's commandeered the stock's movements. Without it, the stock doesn't appreciate, but there's also a positive effect. It acts as a pull-forward magnet for price return, saving AMZN stock from at least 4 major troughs in the 3-year period until now. SA That puts net margins at the front of the line when it comes to where investors are looking every quarter. Since I've let nearly 8 quarters slip by sin...
natatravel/iStock via Getty Images The parabolic price action in the precious metals ended in late January 2026. Gold and silver trade in the futures market on the CME’s COMEX division, while platinum and palladium trade on the CME’s NYMEX division. All four metals reach highs in late January and lows in March 2026. Since then, the price action has not been parabolic, but it has been constructive....
natatravel/iStock via Getty Images The parabolic price action in the precious metals ended in late January 2026. Gold and silver trade in the futures market on the CME’s COMEX division, while platinum and palladium trade on the CME’s NYMEX division. All four metals reach highs in late January and lows in March 2026. Since then, the price action has not been parabolic, but it has been constructive. In a March 26, 2026, Seeking Alpha article on the Aberdeen Physical Precious Metals Basket Shares ETF ( GLTR ), I concluded with the following: I believe that the correction in precious metals is a buying opportunity and that prices will turn higher over the coming weeks and months. It is virtually impossible to pick bottoms in any market, so approach GLTR with caution. I rate the ETF a "Strong Buy" at the current price level but will leave room to add on further declines as the markets remain highly volatile in the current environment. GLTR traded at $204.61 per share on March 26 and was slightly higher in late May 2026. I remain bullish on GLTR at nearly $213 per share as of May 22 and reiterate my strong buy recommendation, but would leave room to add on further weakness. Gold has recovered from the March low Nearby COMEX gold futures reached a record $5,626.80 per ounce high on January 29, 2026, when the parabolic bull market ran out of upside steam. Daily Continuous COMEX Gold Futures Chart (Barchart) The daily continuous gold futures contract highlights the 27.1% decline to the March 23, 2026, low of $4,100 per ounce. While gold remains in a bearish trend, making lower highs, the price has stabilized and traded in a consolidation range between $4,455 and $4,900 in April and May. At $4,572.40 on May 25, gold futures were closer to the bottom end of the trading range, but was 11.5% above the March 23 low. Quarterly Continuous COMEX Gold Futures Chart (Barchart) Meanwhile, the quarterly chart shows that the long-term bullish trend since 1999 remains firmly intact at the...
Pakorn Supajitsoontorn/iStock via Getty Images Market Review The bond markets, including U.S. Treasuries and municipals, turned markedly bearish during March, as the US-Israel/Iran conflict drove macro rate volatility and uncertainty. Negative price pressures pushed yields higher in March as concerns over labor market weakness were replaced by concerns on inflation due to war-induced higher energy...
Pakorn Supajitsoontorn/iStock via Getty Images Market Review The bond markets, including U.S. Treasuries and municipals, turned markedly bearish during March, as the US-Israel/Iran conflict drove macro rate volatility and uncertainty. Negative price pressures pushed yields higher in March as concerns over labor market weakness were replaced by concerns on inflation due to war-induced higher energy prices. The March selloff largely erased solid gains from the asset class during the first two months of 2026 as municipal yields tracked the broader Treasury market as well as reflected typical seasonal weakness. March has historically been a challenging period for municipals due to less favorable technicals. On the supply front, total municipal issuance reached a record $128 billion in 1Q26, representing a 6% increase year-over-year, according to The Bond Buyer . In contrast, taxable municipal issuance remained subdued at $6 billion, down 15% from 1Q25. Limited taxable municipal supply supported relative performance in the taxable municipal sector, contributing to its outperformance during the quarter. Investor demand remained strong overall, with municipal funds experiencing solid inflows. According to Investment Company Institute (ICI) data, open-end municipal mutual funds recorded net inflows of $16 billion during the quarter, while municipal ETFs attracted $13 billion. Over the quarter, the municipal yield curve steepened, while the Treasury curve bear-flattened. Municipal yields in the one- to two-year range declined by 3 to 9 basis points (bps), whereas 5- to 30-year yields rose by 20 to 35 bps. In contrast, Treasury yields increased by 19 to 32 bps in the one- to five-year part of the curve and by a more modest 4 to 17 bps in the 7- to 30-year part. As a result, municipal-to-Treasury ratios richened at the very front end of the curve while cheapening meaningfully in intermediate and long maturities. The two-year AAA municipal-to-Treasury ratio declined to 63% from...
4kodiak/iStock Unreleased via Getty Images I last wrote about Amazon ( AMZN ) almost two years ago, since which time the stock's up 45% . Sure, I could call it a win, but I don't think the AI race is over by any stretch of the imagination, so I'll call it "in the process of winning". After reviewing Q1-26 results from last month and having dived into the extended version of the metrics trends I've...
4kodiak/iStock Unreleased via Getty Images I last wrote about Amazon ( AMZN ) almost two years ago, since which time the stock's up 45% . Sure, I could call it a win, but I don't think the AI race is over by any stretch of the imagination, so I'll call it "in the process of winning". After reviewing Q1-26 results from last month and having dived into the extended version of the metrics trends I've been looking at, I'm giving my Buy rating a fresh endorsement. I'm not doing a review of Q1 earnings. It's been a month since the report, and lots of smart analysts have had lots to say about it already. I'm more interested in kicking the tires on my thesis to see if it's still got good bones. It does, so I'm going to stand by my Buy call in spite of the strong two-year run. A Reminder of the Profitability Theme I've said before that ever since AWS became the profitability arm for Amazon, investors have upgraded their expectations on bottom-line performance. In that article from two years ago, I showed how the stock's movements followed the profitability graph line. There's still a lot of truth to that, even two years later. SA The thing that looks like a bean (sorry!) is when investors flipped from growth-aware to profitability-aware. It came right at the pandemic, when e-commerce deliveries became a source of sustenance overnight. That wasn't the real catalyst, though. Like I've said before, AWS and the operating leverage it brought were the real heroes. The heroes are now the crutch, sad to say. Stockholders have become so accustomed to seeing net profitability growth that it's commandeered the stock's movements. Without it, the stock doesn't appreciate, but there's also a positive effect. It acts as a pull-forward magnet for price return, saving AMZN stock from at least 4 major troughs in the 3-year period until now. SA That puts net margins at the front of the line when it comes to where investors are looking every quarter. Since I've let nearly 8 quarters slip by sin...
HP Inc. Created in collaboration with Riot Games, the HyperX OMEN 16 VALORANT Limited Edition combines fan-inspired design with powerful performance News Highlights: Designed for VALORANT fans, featuring custom aesthetics including iconic colorways, keyboard accents and hidden Easter eggs inspired by the game Built for competitive performance, powered by up to the latest AMD Ryzen™ 9 9955HX3D proc...
HP Inc. Created in collaboration with Riot Games, the HyperX OMEN 16 VALORANT Limited Edition combines fan-inspired design with powerful performance News Highlights: Designed for VALORANT fans, featuring custom aesthetics including iconic colorways, keyboard accents and hidden Easter eggs inspired by the game Built for competitive performance, powered by up to the latest AMD Ryzen™ 9 9955HX3D processor i and up to NVIDIA GeForce RTX™ 5070 GPU ii with 12GB GDDR7 memory for smooth, responsive gameplay Expands HP’s ongoing collaboration with Riot Games to deliver products that reflect the needs and passion of the global gaming community PALO ALTO, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- Today, HP Inc. (NYSE: HPQ) announced the HyperX OMEN 16 VALORANT Limited Edition, a gaming laptop designed in collaboration with Riot Games that combines performance-driven hardware with a design of the most popular gaming titles, VALORANT. Built for players who demand speed, precision and personalization, the new laptop marks the latest milestone in HP’s collaboration with Riot Games , following last year’s OMEN 35L VALORANT Limited Edition desktop and the OMEN 16 League of Legends Limited Edition laptop . Together, these devices reflect a shared commitment to creating products that connect more deeply with fans of VALORANT and League of Legends. HyperX gaming solutions are grounded in combining player-centric design with advanced engineering and intelligent software that can unlock greater performance. This laptop brings this approach to life with responsive performance, thoughtful customization and a design inspired by the VALORANT universe, helping players stay focused, react quickly and compete with confidence. “We wanted this laptop to feel like an extension of the VALORANT experience, with hidden touches that fans will instantly recognize from the game,” said Josephine Tan, Senior Vice President and Division President of Personal Systems Gaming Solutions, HP Inc. “Working closel...
Meta Platforms (META 0.43%) doesn't get the credit it deserves in the tech realm. It's a truly incredible business, growing rapidly and with a strong product pipeline, yet the market doesn't deem it necessary to value it at the same levels as its peers. I think that's a mistake and opens up a compelling investment opportunity for a company that has proven it can be a top stock in the market. I thi...
Meta Platforms (META 0.43%) doesn't get the credit it deserves in the tech realm. It's a truly incredible business, growing rapidly and with a strong product pipeline, yet the market doesn't deem it necessary to value it at the same levels as its peers. I think that's a mistake and opens up a compelling investment opportunity for a company that has proven it can be a top stock in the market. I think it's the most undervalued big tech stock on the market right now, and investors should take advantage of the sale price while it's still available. Meta Platforms is a tale of two businesses Meta Platforms can really be thought of as two companies: its legacy business and its new products. Its legacy business includes social media platforms such as Facebook, Instagram, WhatsApp, and Threads. These platforms generate revenue from advertising and are among the best places to place an ad on the internet. Additionally, Meta has been integrating artificial intelligence (AI) features into its ad platform, boosting its effectiveness. This has led to soaring revenue growth, with Meta reporting 33% revenue growth during the first quarter. That's a strong result for a legacy ad business and proves that Meta's AI investments haven't been for nothing. Expand NASDAQ : META Meta Platforms Today's Change ( -0.43 %) $ -2.63 Current Price $ 607.63 Key Data Points Market Cap $1.5T Day's Range $ 605.67 - $ 614.32 52wk Range $ 520.26 - $ 796.25 Volume 110.2K Avg Vol 15.3M Gross Margin 81.94 % Dividend Yield 0.34 % That's the strong part of the business that investors love. There's also the part of the business that investors despise: Reality Labs. This includes Meta's augmented reality and virtual reality division and has failed to produce a profit every quarter of its existence. In Q1, Reality Labs generated only $402 million in revenue and lost $4 billion on operating expenses. That continues an unfortunate loss pattern. Some investors hope a new product could eventually turn this divisio...
Iranian Leader Calls For Muslim Unity, Says 'Death To America' Will Become Common Slogan Authored by Tom Ozimek via The Epoch Times, Iranian leader Mojtaba Khamenei issued a message on May 26 calling for greater unity across the Muslim world against the United States and Israel, saying that the chants “Death to America” and “Death to Israel” will become the rallying slogans of Muslims and “the opp...
Iranian Leader Calls For Muslim Unity, Says 'Death To America' Will Become Common Slogan Authored by Tom Ozimek via The Epoch Times, Iranian leader Mojtaba Khamenei issued a message on May 26 calling for greater unity across the Muslim world against the United States and Israel, saying that the chants “Death to America” and “Death to Israel” will become the rallying slogans of Muslims and “the oppressed of the world.” Khamenei’s message was to mark Hajj, the annual Islamic pilgrimage. In it, Khamenei described a historic struggle against U.S. and Israeli influence in the Middle East, repeatedly invoking the revolutionary slogan “Allahu Akbar” as the “weapon” that had enabled Iran and its allies to resist outside pressure. He said Iran had succeeded in “making the Zionist regime helpless under its severe blows during the second imposed war” and in delivering “a harsh slap to aggressive America,” while thwarting efforts to force Tehran into submission. The statement also praised what it called the “Resistance Front,” saying Iranian forces and allied fighters in Lebanon had secured “notable victories” against “the two terrorist armies, armed to the teeth by the American-Zionist side.” Khamenei coupled the militant rhetoric with a broader appeal for cooperation among Muslim-majority countries, calling on regional countries to “no longer serve as shields for American bases” while denouncing Israel as a “faltering” regime that was nearing “the final stages of its cursed life.” Fragile Diplomacy Continues Khamenei’s message came as the United States, Israel, and Iran remain locked in a tense standoff following months of fighting that included U.S. and Israeli strikes on Iranian nuclear and military facilities, Iranian retaliation across the region, and disruptions to shipping in the Strait of Hormuz. Although a ceasefire has largely held, negotiations continue over a proposed memorandum of understanding intended to end hostilities and establish a framework for future talks...
May 26 (Reuters) - Logistics startup Stord said on Tuesday it raised nearly $250 million in a late-stage funding round at a $3 billion valuation, and launched Stord Labs to advance physical intelligence. The funding highlights investor confidence in platforms that provide independent brands with the technological infrastructure needed to challenge the dominance of e-commerce giants such as Amaz...
May 26 (Reuters) - Logistics startup Stord said on Tuesday it raised nearly $250 million in a late-stage funding round at a $3 billion valuation, and launched Stord Labs to advance physical intelligence. The funding highlights investor confidence in platforms that provide independent brands with the technological infrastructure needed to challenge the dominance of e-commerce giants such as Amazon. Here are some details: • Stord Labs will serve as a research base for the company to test agentic AI, robotics and automation against live fulfillment data to improve warehouse operations. • The Series F funding round was led by existing investors and included Strike Capital, Kleiner Perkins, Founders Fund, Franklin Templeton and Baillie Gifford among others. • The company's valuation has doubled from $1.5 billion a year ago, when Stord had raised around $200 million in its Series E funding round. • The startup said its revenue has grown more than tenfold over the past four years, with its software business growing faster than overall operations, driven by increasing adoption of its AI and e-commerce fulfillment platform. • Atlanta-based Stord provides an AI-powered supply chain platform that combines logistics such as warehousing and fulfillment with enterprise software. • CEO and founder Sean Henry said Stord offers independent brands an integrated commerce platform that combines fulfillment, software and AI to deliver a customer experience that rivals Amazon Prime. • Stord operates over 100 fulfillment locations and brands such as nutrition firm AG1, travel and lifestyle company Monos and apparel firm True Classic use its platform for their direct consumer relationships. (Reporting by Anhata Rooprai in Bengaluru; Editing by Joyjeet Das)
Image source: The Motley Fool. Tuesday, March 10, 2026 at 9 p.m. ET Call participants Chairperson and CEO — Ting Li Vice President of Finance — Alex Liu Head of Investor Relations — Tingzhen Xie Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenue -- $581.9 million, up 7.7% quarter over quarter and 5.9% year over year, reversing the prior declining trend. -- $58...
Image source: The Motley Fool. Tuesday, March 10, 2026 at 9 p.m. ET Call participants Chairperson and CEO — Ting Li Vice President of Finance — Alex Liu Head of Investor Relations — Tingzhen Xie Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenue -- $581.9 million, up 7.7% quarter over quarter and 5.9% year over year, reversing the prior declining trend. -- $581.9 million, up 7.7% quarter over quarter and 5.9% year over year, reversing the prior declining trend. Live streaming revenue -- $394.4 million, up 1.5% quarter over quarter, marking a third straight sequential increase and a return to positive momentum. -- $394.4 million, up 1.5% quarter over quarter, marking a third straight sequential increase and a return to positive momentum. BIGO Ads revenue -- $128.1 million, up 61.5% year over year and 23.3% quarter over quarter, with third-party Audience Network revenue up 82.5% year over year and 27.3% quarter over quarter. -- $128.1 million, up 61.5% year over year and 23.3% quarter over quarter, with third-party Audience Network revenue up 82.5% year over year and 27.3% quarter over quarter. Non-live streaming revenue mix -- 32.2% share of group revenue, increasing from 23.1% in the comparable prior period. -- 32.2% share of group revenue, increasing from 23.1% in the comparable prior period. Non-GAAP operating profit -- $40.8 million for the period; full-year non-GAAP operating income reached $150.8 million, up 10.8% year over year. -- $40.8 million for the period; full-year non-GAAP operating income reached $150.8 million, up 10.8% year over year. Operating cash flow -- $116 million in the quarter and $305 million for the full year, supporting capital return activities. -- $116 million in the quarter and $305 million for the full year, supporting capital return activities. Net cash balance -- $3.26 billion as of December 31, 2025, underscoring JOYY's liquidity position. -- $3.26 billion as of December 31, 2025, underscoring J...
Arsenal might have ended their 22-year wait to the win the title, but is there any metric by which the Gunners wouldn't have been champions? Very few people would suggest Arsenal were not worthy champions, so is there some insight for us to gain by assessing the performances of all 20 teams in alternative ways? Just for fun, BBC Sport and Opta have crunched all the numbers to find out.
Arsenal might have ended their 22-year wait to the win the title, but is there any metric by which the Gunners wouldn't have been champions? Very few people would suggest Arsenal were not worthy champions, so is there some insight for us to gain by assessing the performances of all 20 teams in alternative ways? Just for fun, BBC Sport and Opta have crunched all the numbers to find out.
US natural gas futures increased as producers reduced output over the US holiday weekend and more domestic gas supplies flowed to liquefied natural gas export terminals on the Gulf Coast. Some of those facilities had previously lowered capacity to perform seasonal maintenance, pushing more gas into the domestic market. Price gains are likely limited by a cool shift in weather forecasts. Below-aver...
US natural gas futures increased as producers reduced output over the US holiday weekend and more domestic gas supplies flowed to liquefied natural gas export terminals on the Gulf Coast. Some of those facilities had previously lowered capacity to perform seasonal maintenance, pushing more gas into the domestic market. Price gains are likely limited by a cool shift in weather forecasts. Below-average temperatures are expected in Eastern US population centers at the beginning of the so-called summer cooling season, when consumers crank up air-conditioning and in turn drive up gas-fired electricity demand. Lower cooling demand could allow for more gas to be put into storage. Futures for June delivery +5.6c, or +1.9%, to $2.963/mmbtu on Nymex, as of 9:17am ET The more active July contract +5.3c, or 1.8%, to $3.074/mmbtu June futures expire on May 27 Weather: Forecasts shifted cooler, with below-average temperatures expected across California through May 30 and the Eastern US from May 31 to June 4: Commodity Weather Group See WHUT for a map of latest 6-10 day weather forecast: NOAA Click here for two-week temperature forecasts for the U.S. Daily BNEF Gas Data: Lower-48 dry gas production on Tuesday ~110.6 bcf/day, or +3.1% y/y Down by 0.4% from a week earlier Lower-48 total gas demand on Tuesday ~66.6 bcf/day, or +6.8% y/y Dry gas exports to Mexico on Tuesday ~7.8 bcf/day, or -3.9% w/w Estimated gas flows to LNG export terminals on Tuesday ~18.4 bcf/day, or +8.8% w/w Gas Market News: Europe Gas Prices Rise as Strikes in Hormuz Cloud Deal Outlook LNG WRAP: S. Asia Imports Increase as Supply Pulled From Europe China LNG Imports Hint at Recovery in May: BNEF Chart Natural Gas Deliveries to US LNG Export Terminals: BNEF
Palestinian shepherd Sameeha Rasheed was planning for the sacred ritual of sacrificing her family’s sheep for the Eid al-Adha holiday, one of the holiest occasions in Islam, but West Bank Jewish settlers stole them in a predawn raid, she said. Instead of celebrating, Rasheed has been left with nothing and has also been deprived of the income she would have received from selling the sheep not used ...
Palestinian shepherd Sameeha Rasheed was planning for the sacred ritual of sacrificing her family’s sheep for the Eid al-Adha holiday, one of the holiest occasions in Islam, but West Bank Jewish settlers stole them in a predawn raid, she said. Instead of celebrating, Rasheed has been left with nothing and has also been deprived of the income she would have received from selling the sheep not used by her family. The settlers stole around 45 sheep from her home in Masafer Yatta, a collection of Palestinian hamlets near Hebron, she said. Before the theft, they stole the family’s guard dogs, so no one was alerted when the men broke in before dawn on Thursday and herded the animals away. Advertisement “This is our livelihood, my husband and I live from the income from these sheep. I don’t have anything to get treatment for my husband or spend on myself,” said Rasheed, whose husband has cancer. A vendor displays stuffed sheep toys outside his shop on the eve of the Eid al-Adha in the Israeli-occupied West Bank city of Nablus on Tuesday. Photo: AFP Eid al-Adha, one of Islam’s two main festivals, marks the climax of the annual haj pilgrimage, when Muslims slaughter animals to commemorate the willingness of Ibrahim, or Abraham, to sacrifice his son on God’s command, often distributing meat to the poor.
Strive ( ASST ) purchased 1,109 bitcoins at an average price of roughly $76,989 per coin during the period from May 19, 2026 through May 22, 2026. The latest acquisition increased the company’s bitcoin holdings to 16,500 BTC, making Strive the seventh-largest publicly traded corporate holder of bitcoin. Strive also reported cash and cash equivalents of $93.3M, up from $87.3M, while the fair value ...
Strive ( ASST ) purchased 1,109 bitcoins at an average price of roughly $76,989 per coin during the period from May 19, 2026 through May 22, 2026. The latest acquisition increased the company’s bitcoin holdings to 16,500 BTC, making Strive the seventh-largest publicly traded corporate holder of bitcoin. Strive also reported cash and cash equivalents of $93.3M, up from $87.3M, while the fair value of its holdings in Strategy Inc.’s ( MSTR ) STRC preferred stock edged above $50M. The company said it is evaluating a near-term refresh of the at-the-market programs on its Class A common stock and SATA Stock. ASST shares rose nearly 3% premarket. Meanwhile, Bitcoin ( BTC-USD ) was trading at $76.7K. More on Asset Entities Strive Asset Management: Sustained Dip Reflects Flawed Bitcoin As A Treasury Push BitFuFu sees lowest short interest in April among small and microcap firms Strive initiated with Buy at TD Cowen Historical earnings data for Asset Entities Financial information for Asset Entities
bauhaus1000/E+ via Getty Images Bain Capital Specialty Finance ( BCSF ) is trading at a deep discount with a large double-digit dividend yield that's seen its coverage from net investment income ("NII") remain at 100% even as NII dipped on both on a sequential and year-over-year basis. BCSF generated fiscal 2026 first quarter NII of $0.42 per share , down around $0.04 per share sequentially and fr...
bauhaus1000/E+ via Getty Images Bain Capital Specialty Finance ( BCSF ) is trading at a deep discount with a large double-digit dividend yield that's seen its coverage from net investment income ("NII") remain at 100% even as NII dipped on both on a sequential and year-over-year basis. BCSF generated fiscal 2026 first quarter NII of $0.42 per share , down around $0.04 per share sequentially and from $0.50 per share in the year-ago comp. The BDC last declared a quarterly cash dividend of $0.42 per share , maintained from its prior distribution, and $1.68 per share annualized for a 12.72% dividend yield. Hence, there has been a dip in BCSF's coverage of the base dividend, with coverage of 100% in the first quarter, down from 109.5% in the fourth quarter. It's also down from 119% in the year-ago period. The risk is that the dip is maintained through 2026, pushing coverage into a negative zone that portends a cut. I last covered the ticker with a Hold rating in December. Bain Capital Specialty Finance Fiscal 2026 First Quarter Presentation Bain Capital Specialty Finance Fiscal 2026 First Quarter Earnings Call BCSF's management indicated during the first quarter earnings call that it could see the ongoing dividend being maintained, but that they will evaluate the distribution every quarter. Why has NII been dropping? A compression of the yield BCSF earns on its broadly floating rate investment portfolio on the back of falling prime rates. BCSF's weighted average yield at fair value was 10.9% during the first quarter, a dip of 60 basis points from 11.5% in the year-ago comp. The BDC's total investment portfolio was $2.47 billion at fair value as of the end of the first quarter, only 0.2% higher than the year-ago period. The portfolio was down around 1.5% from $2.51 billion in the fourth quarter. This dynamic has defined the dip in NAV, with BCSF's originations essentially being kept at a modest cadence. To be clear, BCSF is originating enough volume to maintain but not gr...
sefa ozel/E+ via Getty Images Everpure ( P ), formerly Pure Storage, is expected to surpass estimates and increase its guidance, due in part to NAND pricing, when it releases its first quarter fiscal 2027 financial results post-market on Wednesday, May 27, according to Wedbush. Shares were edging higher during early trading on Tuesday. "Again, in the intermediate term, we believe rising NAND prici...
sefa ozel/E+ via Getty Images Everpure ( P ), formerly Pure Storage, is expected to surpass estimates and increase its guidance, due in part to NAND pricing, when it releases its first quarter fiscal 2027 financial results post-market on Wednesday, May 27, according to Wedbush. Shares were edging higher during early trading on Tuesday. "Again, in the intermediate term, we believe rising NAND pricing plays to Pure's NAND/memory cost advantage," Wedbush analysts said in a Tuesday investor report. "Specifically, P's architecture allows the company to use lower-cost (often consumer grade) bits, avoid over-provisioning, and, in some configurations, minimize DRAM consumption. We believe together these advantages explain much of Pure's sustainable product GM advantage vs. the rest of the industry." Wedbush reiterated its Outperform rating and $100 price target. "Regardless of how management chooses to deal with guidance, we believe Pure's strong sourcing setup and structural cost advantages position the company to substantially exceed the prior outlook, particularly in the 2H, given Pure's original guidance suggests sales momentum should slow considerably (our model has product growth slowing to the mid-teens), whereas even stable bit shipments (and we believe typically P's bits grow by at least around mid-double digits) would suggest revenue growth of 70%+," Wedbush noted. "And we see increased probability of another hyperscale win as just another potential positive for the story moving forward." A consensus estimate expects Everpure to report adjusted earnings per share of $0.40 and GAAP EPS of $0.05. Revenue is expected to be $1B. During the same quarter in fiscal 2026, Everpure reported adjusted EPS of $0.29 on revenue of $778.5M. More on Everpure Everpure Q1 Preview: Will Keep Riding The AI Hype, But Priced For Perfection Everpure Q1 Earnings Preview: Further Price Increases And Hyperscale Capex Boost Everpure (PSTG) Pure Storage, Inc. Presents at Morgan Stanley Techn...
Kenneth Cheung Dropbox ( DBX ) has shuffled its executive ranks, as the cloud storage company announced on Tuesday that co-founder Drew Houston will eventually step down as CEO. Dropbox General Manager Ashraf Alkarmi will be co-CEO, along with Houston, effective today. Houston will remain as co-CEO for a period of time to help Alkarmi with the transition, and then he will become Dropbox's Executiv...
Kenneth Cheung Dropbox ( DBX ) has shuffled its executive ranks, as the cloud storage company announced on Tuesday that co-founder Drew Houston will eventually step down as CEO. Dropbox General Manager Ashraf Alkarmi will be co-CEO, along with Houston, effective today. Houston will remain as co-CEO for a period of time to help Alkarmi with the transition, and then he will become Dropbox's Executive Chairman. Shares fell 1.5% in premarket trading. “I’m grateful for the opportunity to lead Dropbox,” said Alkarmi in a filing . “Since joining, I’ve been energized by the trust customers place in us as a home for their most important work, and by how much further we can take that. AI is changing what’s possible, and our customers are going to see a very different Dropbox – faster, smarter, and built around the way they actually work. I couldn’t be more excited about what’s ahead.” “Ashraf has transformed our core business,” Houston added. “He’s made courageous calls, placed smart bets, and the business continues to get stronger every quarter. He’s the leader I trust most to guide Dropbox through our next chapter, and I look forward to working alongside him as co-CEO.” In connection with his new role, Alkarmi entered into a new agreement with Dropbox. Effective June 1, he will receive an annual base salary of $825,000 per year and will continue to be eligible to participate in Dropbox's cash bonus plan, at an annual performance-based target of 100% of his base salary. He will also receive restricted stock units covering shares of Dropbox's Class A common stock with a value of $12.65M. The RSUs will vest over four years, with vesting dates on February 15, May 15, August 15, and November 15. In addition, Dropbox announced that Michael Torres will be its new Chief Product Officer, effective July 7. He formerly worked at Alphabet ( GOOG ) ( GOOGL ) and Amazon ( AMZN ). Dropbox also reiterated that it expects its second quarter 2026 and fiscal year 2026 financial results to be ...
Source: seekingalpha 1D 5D 1M 3M 6M YTD 1Y 5Y Custom 1D Time Range Selector Custom Line Candle Analyst Views on MU Wall Street analysts forecast MU stock price to fall 26 Analyst Rating Wall Street analysts forecast MU stock price to fall 24 Buy 2 Hold 0 Sell Strong Buy Current : 751.000 Low 235.00 Averages 336.12 High 500.00 Current : 751.000 Low 235.00 Averages 336.12 High 500.00 Mizuho Outperfo...
Source: seekingalpha 1D 5D 1M 3M 6M YTD 1Y 5Y Custom 1D Time Range Selector Custom Line Candle Analyst Views on MU Wall Street analysts forecast MU stock price to fall 26 Analyst Rating Wall Street analysts forecast MU stock price to fall 24 Buy 2 Hold 0 Sell Strong Buy Current : 751.000 Low 235.00 Averages 336.12 High 500.00 Current : 751.000 Low 235.00 Averages 336.12 High 500.00 Mizuho Outperform maintain $740 -> $800 2026-05-19 Reason Mizuho Price Target $740 -> $800 AI Analysis 2026-05-19 maintain Outperform Reason Mizuho raised the firm's price target on Micron to $800 from $740 and keeps an Outperform rating on the shares. The firm upped price targets in the semiconductor space after analyzing the impact of AI data centers on the analog and memory markets. Channel checks show analog continues to see tailwinds from AI server ramps while memory continues to see tailwinds across NAND and DRAM from AI server demand, the analyst tells investors in a research note. Mizuho expects supply to remain tight into the first half of 2027 and highlights that a potential Samsung strike is looming. Melius Research Buy maintain $700 2026-05-18 Reason Melius Research Price Target $700 2026-05-18 maintain Buy Reason Melius Research raised the firm's price target on Micron (MU) to $1,100 from $700 and keeps a Buy rating on the shares. While stating that "nothing really emerged as incrementally good from Trump going to China," the analyst feels "incrementally good" about memory and AI semiconductor makers, raising long-term estimates and targets for all of the firm's Buy-rated "bottleneck stocks, including Micron, Sandisk (SNDK), AMD (AMD), Intel (INTC), and Marvell (MRVL), as well as Hold-rated Qualcomm (QCOM). The firm continues to believe that semis take market cap, or at least upside, from traditional software companies and non-semis in the Mag 7 long-term, the analyst added. Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for MU Unlock Now See All Rati...
NVIDIA (NASDAQ:NVDA - Get Free Report) had its target price lifted by investment analysts at Rothschild & Co Redburn from $280.00 to $300.00 in a report issued on Tuesday,MarketScreener reports. The brokerage presently has a "buy" rating on the computer hardware maker's stock. Rothschild & Co Redburn's target price indicates a potential upside of 39.32% from the company's previous close. Other res...
NVIDIA (NASDAQ:NVDA - Get Free Report) had its target price lifted by investment analysts at Rothschild & Co Redburn from $280.00 to $300.00 in a report issued on Tuesday,MarketScreener reports. The brokerage presently has a "buy" rating on the computer hardware maker's stock. Rothschild & Co Redburn's target price indicates a potential upside of 39.32% from the company's previous close. Other research analysts have also issued reports about the stock. Benchmark reissued a "buy" rating and set a $335.00 price target (up from $250.00) on shares of NVIDIA in a research report on Thursday. Daiwa Securities Group upped their price objective on shares of NVIDIA from $215.00 to $255.00 and gave the stock an "outperform" rating in a research report on Friday. Wells Fargo & Company reiterated an "overweight" rating and issued a $315.00 price objective (up from $265.00) on shares of NVIDIA in a research note on Tuesday, May 12th. Wolfe Research reissued an "outperform" rating and set a $275.00 target price on shares of NVIDIA in a research report on Thursday, May 21st. Finally, Barclays restated an "overweight" rating on shares of NVIDIA in a research note on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Buy" and an average target price of $303.96. Get NVIDIA alerts: Sign Up Check Out Our Latest Analysis on NVDA NVIDIA Price Performance Shares of NASDAQ:NVDA opened at $215.33 on Tuesday. The business's 50 day moving average is $196.74 and its 200 day moving average is $189.05. NVIDIA has a 12-month low of $129.16 and a 12-month high of $236.54. The stock has a market cap of $5.21 trillion, a price-to-earnings ratio of 32.98, a PEG ratio of 0.67 and a beta of 2.25. The company has a quick ratio of 3.24, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. NVIDIA (NASDAQ:...
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) Vice President Tzu-Sou Chuang sold 200,000 shares of the company on the open market at $69.83 each. The transaction was valued at roughly $13.96 million and reduced his direct stake by about 7.4% to 2.49 million shares. In a separate filing, Taiwan Semiconductor Vice President Bor-Zen Tien reported purchasing 2...
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) Vice President Tzu-Sou Chuang sold 200,000 shares of the company on the open market at $69.83 each. The transaction was valued at roughly $13.96 million and reduced his direct stake by about 7.4% to 2.49 million shares. In a separate filing, Taiwan Semiconductor Vice President Bor-Zen Tien reported purchasing 2,000 shares at $69.91 apiece for a total investment of about $139,810. Following the purchase, Tien directly held 11,346 shares of the chipmaker. The filings, submitted to the U.S. Securities and Exchange Commission, did not provide reasons for the transactions. Both executives remain senior leaders at Taiwan Semiconductor, and the trades appeared to be routine portfolio adjustments. Taiwan Semiconductor, the world's largest contract chip manufacturer, regularly records insider transactions that are closely monitored by investors for potential signals on management sentiment. Based on the latest filing prices, Chuang's remaining holdings are valued at about $174 million, while Tien's stake is worth roughly $793,000.
Taiwan Semiconductor Manufacturing TSM Vice President Tzu-Sou Chuang sold 200,000 shares of the company on the open market at $69.83 each. The transaction was valued at roughly $13.96 million and reduced his direct stake by about 7.4% to 2.49 million shares. In a separate filing, Taiwan Semiconductor Vice President Bor-Zen Tien reported purchasing 2,000 shares at $69.91 apiece for a total investme...
Taiwan Semiconductor Manufacturing TSM Vice President Tzu-Sou Chuang sold 200,000 shares of the company on the open market at $69.83 each. The transaction was valued at roughly $13.96 million and reduced his direct stake by about 7.4% to 2.49 million shares. In a separate filing, Taiwan Semiconductor Vice President Bor-Zen Tien reported purchasing 2,000 shares at $69.91 apiece for a total investment of about $139,810. Following the purchase, Tien directly held 11,346 shares of the chipmaker. The filings, submitted to the U.S. Securities and Exchange Commission, did not provide reasons for the transactions. Both executives remain senior leaders at Taiwan Semiconductor, and the trades appeared to be routine portfolio adjustments. Taiwan Semiconductor, the world's largest contract chip manufacturer, regularly records insider transactions that are closely monitored by investors for potential signals on management sentiment. Based on the latest filing prices, Chuang's remaining holdings are valued at about $174 million, while Tien's stake is worth roughly $793,000.
Peloton Interactive, Inc. announced on Tuesday that it appointed Sid Thacker as its new Chief Financial Officer, effective June 22, 2026. Thacker will oversee the company’s global finance operations and corporate strategy as Peloton focuses on returning to sustainable and profitable revenue growth. Sid Thacker will replace interim CFO Saqib Baig , who will continue serving as the company’s chief a...
Peloton Interactive, Inc. announced on Tuesday that it appointed Sid Thacker as its new Chief Financial Officer, effective June 22, 2026. Thacker will oversee the company’s global finance operations and corporate strategy as Peloton focuses on returning to sustainable and profitable revenue growth. Sid Thacker will replace interim CFO Saqib Baig , who will continue serving as the company’s chief accounting officer. Source: Press Release More on Peloton Peloton: Compelling Return To Growth Peloton Interactive, Inc. 2026 Q3 - Results - Earnings Call Presentation Peloton: Stability Is Here S&P SmallCap 600 to add Peloton, Universal Technical David Einhorn’s DME Capital boosts Peloton, trims DHT, among Q1 trades
The US government has joined the line of creditors impacted by alleged fraud at bankrupt autoparts maker First Brands , in this instance for accusations the company cheated on how much it should have paid on tariffs. First Brands was hit with a formal claim for $285.5 million related to allegations that it underpaid levies on parts imported from China. The figure includes a demand for penalties as...
The US government has joined the line of creditors impacted by alleged fraud at bankrupt autoparts maker First Brands , in this instance for accusations the company cheated on how much it should have paid on tariffs. First Brands was hit with a formal claim for $285.5 million related to allegations that it underpaid levies on parts imported from China. The figure includes a demand for penalties as well as the unpaid tariffs. That claim, which has not been previously reported, adds to the $11.8 billion in debts the company cannot fully repay. To pay creditors at least some of their money back, managers have proposed suing former company insiders and lenders along with founder Patrick James, who was indicted for allegedly defrauding First Brands’ financing partners. James has denied wrongdoing. The US claim is based on a whistleblower complaint filed in March 2022 in federal court in New York and made public earlier this year. That complaint was filed by Alder Wood LLC, which argues that the company imported automotive brake parts from its subsidiary in China without paying the proper amount of tariffs. As required for federal whistleblower cases filed under the US False Claims Act, the lawsuit was sealed and only the initial complaint has been made public. A representative of the US Department of Justice did not respond to a request for comment. Alder Wood claims to have detailed knowledge of the fraud, but did not disclose how it obtained the information. That lawsuit came years before First Brands collapsed into bankruptcy and lenders accused the company of widespread fraud. “The wrongdoing we alleged turns out to be the tip of the fraud iceberg,” said Mark Strauss, a lawyer representing Alder Wood. About $2.3 billion of First Brands debt is related to the company’s sale of invoices to third party so-called factors, who believed they were purchasing invoices owed by company customers, like autoparts stores, according to court records. But only $400 million of those...