Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Russell Mid-Cap ETF (Symbol: IWR) where we have detected an approximate $240.2 million dollar inflow -- that's a 0.5% increase week over week in outstanding units (from 504,750,000 to 507,050,000). Among the largest underlying components of IWR, in trading toda...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Russell Mid-Cap ETF (Symbol: IWR) where we have detected an approximate $240.2 million dollar inflow -- that's a 0.5% increase week over week in outstanding units (from 504,750,000 to 507,050,000). Among the largest underlying components of IWR, in trading today Corning Inc (Symbol: GLW) is up about 3.9%, Cummins, Inc. (Symbol: CMI) is down about 4.6%, and Bank of New York Mellon Corp (Symbol: BK) is lower by about 92.5%. For a complete list of holdings, visit the IWR Holdings page » The chart below shows the one year price performance of IWR, versus its 200 day moving average: Looking at the chart above, IWR's low point in its 52 week range is $86.889 per share, with $106.43 as the 52 week high point — that compares with a last trade of $104.42. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Direxion Daily Semiconductors Bull 3x Shares (Symbol: SOXL) where we have detected an approximate $1.6 billion dollar inflow -- that's a 7.4% increase week over week in outstanding units (from 121,250,060 to 130,250,060). Among the largest underlying components of SOXL...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Direxion Daily Semiconductors Bull 3x Shares (Symbol: SOXL) where we have detected an approximate $1.6 billion dollar inflow -- that's a 7.4% increase week over week in outstanding units (from 121,250,060 to 130,250,060). Among the largest underlying components of SOXL, in trading today Advanced Micro Devices Inc (Symbol: AMD) is off about 3.3%, Intel Corp (Symbol: INTC) is down about 4.1%, and Marvell Technology Inc (Symbol: MRVL) is higher by about 2.2%. For a complete list of holdings, visit the SOXL Holdings page » The chart below shows the one year price performance of SOXL, versus its 200 day moving average: Looking at the chart above, SOXL's low point in its 52 week range is $15.10 per share, with $191.2899 as the 52 week high point — that compares with a last trade of $170.37. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Invesco China Technology ETF (Symbol: CQQQ) where we have detected an approximate $246.9 million dollar inflow -- that's a 8.4% increase week over week in outstanding units (from 54,950,000 to 59,550,000). Among the largest underlying components of CQQQ, in trading tod...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Invesco China Technology ETF (Symbol: CQQQ) where we have detected an approximate $246.9 million dollar inflow -- that's a 8.4% increase week over week in outstanding units (from 54,950,000 to 59,550,000). Among the largest underlying components of CQQQ, in trading today Tencent Music Entertainment Group (Symbol: TME) is down about 2.5%, JOYY Inc (Symbol: JOYY) is down about 2.2%, and Autohome Inc (Symbol: ATHM) is lower by about 2%. For a complete list of holdings, visit the CQQQ Holdings page » The chart below shows the one year price performance of CQQQ, versus its 200 day moving average: Looking at the chart above, CQQQ's low point in its 52 week range is $40.39 per share, with $61.20 as the 52 week high point — that compares with a last trade of $51.94. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
King of the North searches for the hero inside himself to an Oasis backing track to change politics for the better It must be exhausting being the King of the North. Just watching Andy Burnham’s four-minute campaign video released earlier this week leaves you in need of a lie down. Andy can’t step outside his front door without people throwing themselves at his feet. Men throw palm leaves across t...
King of the North searches for the hero inside himself to an Oasis backing track to change politics for the better It must be exhausting being the King of the North. Just watching Andy Burnham’s four-minute campaign video released earlier this week leaves you in need of a lie down. Andy can’t step outside his front door without people throwing themselves at his feet. Men throw palm leaves across the pavement and openly weep with joy. They can’t imagine a life without him and insist on buying him a pint. Women grab his hand ask him to be the father of their babies. Shopkeepers beg him to come inside and cut the ribbon to open their new freezer cabinet. Being the Messiah is a very demanding occupation. But I guess someone’s got to do it. It must be annoying though to have to live your life to a soundtrack of Oasis playing in the background. Still, at least the sun is always shining. Which is not how I remember the city. When my daughter was at university there 15 years ago, I never went out without a coat. But maybe Andy is even in control of the weather. Saves him the bother of walking on water. Continue reading...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the JPMorgan Nasdaq Equity Premium Income ETF (Symbol: JEPQ) where we have detected an approximate $108.0 million dollar outflow -- that's a 0.3% decrease week over week (from 639,350,000 to 637,550,000). Among the largest underlying components of JEPQ, in trading today Li...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the JPMorgan Nasdaq Equity Premium Income ETF (Symbol: JEPQ) where we have detected an approximate $108.0 million dollar outflow -- that's a 0.3% decrease week over week (from 639,350,000 to 637,550,000). Among the largest underlying components of JEPQ, in trading today Linde PLC (Symbol: LIN) is up about 1.5%, CSX Corp (Symbol: CSX) is up about 0.3%, and NXP Semiconductors NV (Symbol: NXPI) is lower by about 1.7%. For a complete list of holdings, visit the JEPQ Holdings page » The chart below shows the one year price performance of JEPQ, versus its 200 day moving average: Looking at the chart above, JEPQ's low point in its 52 week range is $51.71 per share, with $60.14 as the 52 week high point — that compares with a last trade of $59.85. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Hemlo Mining press release ( HMMCF ): Q1 GAAP EPS of $0.07. Revenue of $186.3M. More on Cub Energy Historical earnings data for Cub Energy Financial information for Cub Energy
Hemlo Mining press release ( HMMCF ): Q1 GAAP EPS of $0.07. Revenue of $186.3M. More on Cub Energy Historical earnings data for Cub Energy Financial information for Cub Energy
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares MSCI USA Momentum Factor ETF (Symbol: MTUM) where we have detected an approximate $119.8 million dollar outflow -- that's a 0.5% decrease week over week (from 86,150,000 to 85,750,000). The chart below shows the one year price performance of MTUM, versus its 20...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares MSCI USA Momentum Factor ETF (Symbol: MTUM) where we have detected an approximate $119.8 million dollar outflow -- that's a 0.5% decrease week over week (from 86,150,000 to 85,750,000). The chart below shows the one year price performance of MTUM, versus its 200 day moving average: Looking at the chart above, MTUM's low point in its 52 week range is $223.47 per share, with $307.96 as the 52 week high point — that compares with a last trade of $300.26. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Direxion Daily Technology Bull 3X Shares (Symbol: TECL) where we have detected an approximate $216.6 million dollar outflow -- that's a 3.5% decrease week over week (from 31,350,000 to 30,250,000). Among the largest underlying components of TECL, in trading today Sales...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Direxion Daily Technology Bull 3X Shares (Symbol: TECL) where we have detected an approximate $216.6 million dollar outflow -- that's a 3.5% decrease week over week (from 31,350,000 to 30,250,000). Among the largest underlying components of TECL, in trading today Salesforce Inc (Symbol: CRM) is down about 2.2%, Intuit Inc (Symbol: INTU) is off about 19.3%, and Accenture plc (Symbol: ACN) is lower by about 1.6%. For a complete list of holdings, visit the TECL Holdings page » The chart below shows the one year price performance of TECL, versus its 200 day moving average: Looking at the chart above, TECL's low point in its 52 week range is $66.6504 per share, with $208.28 as the 52 week high point — that compares with a last trade of $194.00. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares U.S. Home Construction ETF (Symbol: ITB) where we have detected an approximate $148.8 million dollar outflow -- that's a 6.0% decrease week over week (from 27,300,000 to 25,650,000). The chart below shows the one year price performance of ITB, versus its 200 da...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares U.S. Home Construction ETF (Symbol: ITB) where we have detected an approximate $148.8 million dollar outflow -- that's a 6.0% decrease week over week (from 27,300,000 to 25,650,000). The chart below shows the one year price performance of ITB, versus its 200 day moving average: Looking at the chart above, ITB's low point in its 52 week range is $84.98 per share, with $118 as the 52 week high point — that compares with a last trade of $89.35. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Latin America 40 ETF (Symbol: ILF) where we have detected an approximate $148.9 million dollar outflow -- that's a 3.1% decrease week over week (from 136,250,000 to 132,000,000). Among the largest underlying components of ILF, in trading today Vale SA (Symbol: ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Latin America 40 ETF (Symbol: ILF) where we have detected an approximate $148.9 million dollar outflow -- that's a 3.1% decrease week over week (from 136,250,000 to 132,000,000). Among the largest underlying components of ILF, in trading today Vale SA (Symbol: VALE) is up about 0.1%, Nu Holdings Ltd (Symbol: NU) is up about 0.3%, and Itau Unibanco Holding S.A. (Symbol: ITUB) is lower by about 0.4%. For a complete list of holdings, visit the ILF Holdings page » The chart below shows the one year price performance of ILF, versus its 200 day moving average: Looking at the chart above, ILF's low point in its 52 week range is $24.675 per share, with $38.415 as the 52 week high point — that compares with a last trade of $34.92. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Core S&P Small-Cap ETF (Symbol: IJR) where we have detected an approximate $142.7 million dollar outflow -- that's a 0.1% decrease week over week (from 748,300,000 to 747,250,000). Among the largest underlying components of IJR, in trading today Sanmina Corp (S...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Core S&P Small-Cap ETF (Symbol: IJR) where we have detected an approximate $142.7 million dollar outflow -- that's a 0.1% decrease week over week (from 748,300,000 to 747,250,000). Among the largest underlying components of IJR, in trading today Sanmina Corp (Symbol: SANM) is up about 0.7%, Semtech Corp. (Symbol: SMTC) is up about 3.9%, and Molina Healthcare Inc (Symbol: MOH) is lower by about 2.5%. For a complete list of holdings, visit the IJR Holdings page » The chart below shows the one year price performance of IJR, versus its 200 day moving average: Looking at the chart above, IJR's low point in its 52 week range is $102.57 per share, with $139.49 as the 52 week high point — that compares with a last trade of $135.26. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
M. Suhail/iStock Editorial via Getty Images Written by Nick Ackerman Verizon Communications Inc. ( VZ ) posted its latest quarterly results, and they looked quite strong. Even better for income investors, they appear to remain committed to their dividend and growing it over the long term. The Frontier acquisition saw debt levels rise above their target levels, but they are on track to get that pai...
M. Suhail/iStock Editorial via Getty Images Written by Nick Ackerman Verizon Communications Inc. ( VZ ) posted its latest quarterly results, and they looked quite strong. Even better for income investors, they appear to remain committed to their dividend and growing it over the long term. The Frontier acquisition saw debt levels rise above their target levels, but they are on track to get that paid back down. They are comfortable enough with their balance sheet to be able to not only grow their dividend and pay down debt but also start repurchasing shares. Since our last update , this name has seen strong outperformance relative to the S&P 500 Index. Of course, going back further, VZ has not been doing much as the major equity index has ripped higher for several years. This would be thanks largely to the back of strong mega-cap tech moves, with the Magnificent 7 driving significant growth. VZ Performance Since Prior Update (Seeking Alpha) One doesn't typically buy VZ with the expectation of outperforming those types of names but more for the relatively high-yield and steady dividend growth. This can be an income investor's favorite, but some capital appreciation is always a nice bonus. Strong Start To 2026 And Expected Earnings Growth VZ delivered their latest quarterly results recently, and they showed a strong start to the year. They beat on the bottom line, but revenue missed estimates—though it was still growing. The results were strong enough that we saw them increase guidance for the full year 2026 from original expectations. Adjusted EPS is anticipated to grow 5-6%, from the 4-5% originally. Analysts are also enthusiastic as they expect a trend of growing earnings in the coming years. VZ EPS History and Estimates (TIKR) At this point, they still seem a bit cautious with the estimate at 5.33% YoY growth. In the last 12 quarters, VZ has surprised to the upside on the EPS figure 10 times—one slight miss and in-line for another. Strong Dividend Yield With Commitm...
Image source: The Motley Fool. Thursday, May 21, 2026 at 7:30 a.m. ET Call participants Chief Executive Officer — Eric Shen Chief Financial Officer — Mark Wang SVP, Finance — Jessie Fan Takeaways Total net revenues -- RMB 26.6 billion, up 1.2% year over year, impacted by holiday-driven demand concentration. -- RMB 26.6 billion, up 1.2% year over year, impacted by holiday-driven demand concentratio...
Image source: The Motley Fool. Thursday, May 21, 2026 at 7:30 a.m. ET Call participants Chief Executive Officer — Eric Shen Chief Financial Officer — Mark Wang SVP, Finance — Jessie Fan Takeaways Total net revenues -- RMB 26.6 billion, up 1.2% year over year, impacted by holiday-driven demand concentration. -- RMB 26.6 billion, up 1.2% year over year, impacted by holiday-driven demand concentration. Gross profit -- RMB 6.5 billion, representing a 6.8% year-over-year increase. -- RMB 6.5 billion, representing a 6.8% year-over-year increase. Gross margin -- 24.4%, improving from 23.2% in the prior period. -- 24.4%, improving from 23.2% in the prior period. Total operating expenses -- RMB 4.2 billion, up from RMB 4.0 billion, accounting for 15.7% of revenue versus 15.3% previously. -- RMB 4.2 billion, up from RMB 4.0 billion, accounting for 15.7% of revenue versus 15.3% previously. Fulfillment expenses -- RMB 2.0 billion, representing 7.7% of revenue compared to 7.2%. -- RMB 2.0 billion, representing 7.7% of revenue compared to 7.2%. Marketing expenses -- RMB 719.3 million, down 1.8% year over year, comprising 2.7% of revenue versus 2.8%. -- RMB 719.3 million, down 1.8% year over year, comprising 2.7% of revenue versus 2.8%. Technology and content expenses -- RMB 448.2 million, edged down by 0.2% year over year, equating to 1.7% of revenue. -- RMB 448.2 million, edged down by 0.2% year over year, equating to 1.7% of revenue. General and administrative expenses -- RMB 950.5 million, at 3.6% of revenue. -- RMB 950.5 million, at 3.6% of revenue. Income from operations -- RMB 2.5 billion, up 9.7% year over year, with an operating margin rising to 9.4% from 8.7%. -- RMB 2.5 billion, up 9.7% year over year, with an operating margin rising to 9.4% from 8.7%. Non-GAAP operating margin -- 10.2%, an increase from 10.0% year over year. -- 10.2%, an increase from 10.0% year over year. Net income attributable to shareholders -- RMB 2.2 billion, up 13.6%, with net margin of 8.3% ver...
KairosDee/iStock Editorial via Getty Images Shares of Spotify ( SPOT ) were launched higher after the company shared its ambitious financial projections during Thursday’s Investor Day conference. The streaming platform set new goals for 2030, expecting a compounded annual growth rate in the mid-teens and a gross margin between 35% and 40% through 2030. The company’s operating margin is expected to...
KairosDee/iStock Editorial via Getty Images Shares of Spotify ( SPOT ) were launched higher after the company shared its ambitious financial projections during Thursday’s Investor Day conference. The streaming platform set new goals for 2030, expecting a compounded annual growth rate in the mid-teens and a gross margin between 35% and 40% through 2030. The company’s operating margin is expected to remain above 20% over the next four years. The company also remains committed to its goal of 1 billion subscribers with $100B in revenue by 2030. Shares are up 6% to a three-week high. More on Spotify Spotify: The Sell-Off After Q1 Earnings Is A Gift Spotify Technology S.A. (SPOT) Q1 2026 Earnings Call Transcript Spotify Technology S.A. 2026 Q1 - Results - Earnings Call Presentation ValueAct takes new stakes in KKR, SPOT, dumps NSIT, among Q1 moves ClearBridge Select Strategy repositions portfolio with new entries and exits
00:00 Antoine There is clearly, you know, an issue with sentiment uh for Nvidia. I mean, the fundamentals are extremely strong, you know. Uh so it's clearly not like the issue is clearly not there. They're they're reporting, you know, a quarter above expectations, they're guiding above. uh the forecasts are just barely in line with the order uh visibility, you know, that Jensen shared at GTC in Ma...
00:00 Antoine There is clearly, you know, an issue with sentiment uh for Nvidia. I mean, the fundamentals are extremely strong, you know. Uh so it's clearly not like the issue is clearly not there. They're they're reporting, you know, a quarter above expectations, they're guiding above. uh the forecasts are just barely in line with the order uh visibility, you know, that Jensen shared at GTC in March 2026. So it doesn't imply any upside, any new orders, you know, relative to uh uh GTC. So that that actually leaves room for some further revisions. And if you take, you know, even these earnings that leave room for further revisions, uh Nvidia is actually trading on 18 times um 2027 EPS that corresponds to these orders, you know, that Nvidia has already booked. So clearly the issue is with sentiment. And so now I think um the interesting question to ask is, you know, what would drive a re-rating? And I think that the debate is actually shifting now to 2028. You know, everybody's concerned that uh, you know, we might be in a bubble, that uh, you know, Nvidia's revenues and margins potentially could fall of a cliff, you know, beyond 2027. And actually, you know, we already start to have some visibility beyond 2028. 02:00 Collette Most importantly now is a focus in terms of the CPU and how important this is to the workloads as well. And we have the ability not only to just be inside uh Grace Blackwell as well as what we have in terms of our systems with Vera Ruben. We now have an opportunity to also have what we call a standalone uh CPU and selling that. We have customers already looking at that opportunity to provide standalone along with our Vera Ruben and our Grace Blackwell together. That together, we believe for this year can be a total of about $20 billion worth of 03:13 Speaker C And Antoine, um I want to ask wanted to ask you about this because it seemed like on the call maybe that they were just talking about the $20 billion visibility this year as the standalone...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Morningstar Wide Moat ETF (Symbol: MOAT) where we have detected an approximate $2.8 billion dollar outflow -- that's a 15.4% decrease week over week (from 194,250,000 to 164,300,000). The chart below shows the one year price performance of MOAT, versus its 200 day movi...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Morningstar Wide Moat ETF (Symbol: MOAT) where we have detected an approximate $2.8 billion dollar outflow -- that's a 15.4% decrease week over week (from 194,250,000 to 164,300,000). The chart below shows the one year price performance of MOAT, versus its 200 day moving average: Looking at the chart above, MOAT's low point in its 52 week range is $82.06 per share, with $99.06 as the 52 week high point — that compares with a last trade of $93.04. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares U.S. Technology ETF (Symbol: IYW) where we have detected an approximate $143.6 million dollar outflow -- that's a 0.8% decrease week over week (from 127,600,000 to 126,600,000). Among the largest underlying components of IYW, in trading today Texas Instruments ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares U.S. Technology ETF (Symbol: IYW) where we have detected an approximate $143.6 million dollar outflow -- that's a 0.8% decrease week over week (from 127,600,000 to 126,600,000). Among the largest underlying components of IYW, in trading today Texas Instruments Inc. (Symbol: TXN) is down about 1.4%, Lam Research Corp (Symbol: LRCX) is down about 0.8%, and Micron Technology Inc. (Symbol: MU) is higher by about 1.4%. For a complete list of holdings, visit the IYW Holdings page » The chart below shows the one year price performance of IYW, versus its 200 day moving average: Looking at the chart above, IYW's low point in its 52 week range is $100.84 per share, with $158.97 as the 52 week high point — that compares with a last trade of $143.02. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
SpaceX has finally released its highly anticipated preliminary prospectus ahead of a massive initial public offering expected in June. SpaceX may be a generational company run by a generational founder in Elon Musk, but its financials leave much to be desired. What makes them even harder to get behind is that SpaceX, according to various media reports, is looking to raise $75 to $80 billion at a v...
SpaceX has finally released its highly anticipated preliminary prospectus ahead of a massive initial public offering expected in June. SpaceX may be a generational company run by a generational founder in Elon Musk, but its financials leave much to be desired. What makes them even harder to get behind is that SpaceX, according to various media reports, is looking to raise $75 to $80 billion at a valuation of $1.5 trillion to $2 trillion, making it the largest IPO of all time. There's a lot to unpack, but let's take a look at some of its high-level financials. Losing money with revenue growth that's nothing special On a consolidated basis, SpaceX generated nearly $18.7 billion in revenue in 2025, a 33% increase from 2024. Revenue in the first quarter of 2026 of nearly $4.7 billion increased about 15% year over year. SpaceX lost over $4.9 billion in 2025 and $4.3 billion in the first quarter of 2026, during which the company acquired xAI, the owner of the digital artificial intelligence assistant Grok. Adjusted EBITDA in these periods was nearly $6.6 billion and $1.13 billion, respectively. The company has three key segments: space operations, which include launching crewed missions for clients such as NASA in a cost-efficient manner; Starlink satellite internet; and artificial intelligence. SpaceX's best-performing business The company's strongest segment right now is by far Starlink, which generated an operating profit of $4.4 billion in 2025 and adjusted EBITDA of nearly $7.2 billion, including the add-back of nearly $2.4 billion of depreciation and amortization. In the first quarter of 2026, Starlink generated an operating profit of nearly $1.2 billion and adjusted EBITDA of over $2 billion. Starlink is a capital-intensive business because it requires establishing a low-Earth-orbit satellite network. The network had 9,600 broadband and mobile satellites as of March 31 of this year. At the end of the first quarter of this year, Starlink had also grown to an impress...
The surge in the cost of jet fuel since the start of the Iran war is highlighting the vast disparity in how well individual airlines protect themselves against a price spike. It’s not unusual for an oil-price shock to become an existential crisis for some carriers. The Iran war is no different, with the forecast hit to profits so far in the billions of dollars. But there’s a stark difference betwe...
The surge in the cost of jet fuel since the start of the Iran war is highlighting the vast disparity in how well individual airlines protect themselves against a price spike. It’s not unusual for an oil-price shock to become an existential crisis for some carriers. The Iran war is no different, with the forecast hit to profits so far in the billions of dollars. But there’s a stark difference between those that hedged well, those that hedged poorly and those that didn’t hedge at all. While airlines including Ryanair Holdings Plc and Air France-KLM have reported that hedging offset some of the price increases, other carriers from US giant United Airlines Holdings Inc. to smaller AirAsia X Bhd are more exposed. The sticking point for some airlines is that, just like buying home or auto insurance, hedging costs money. Airlines buy derivative contracts that will in theory rise in value, offsetting the increased price of jet fuel. Most of the time, that money goes down the drain when the market is calm, just like a homeowner’s fire insurance. For an industry that often runs on relatively thin margins, that extra cost counts. It’s only when supply is squeezed and prices shoot upward that the hedges pay off. Like now, as the war in Iran has jet fuel now trading around $160 a barrel, more than 60% higher than before the war. While many European and Asian airlines use derivatives to lock in their jet fuel costs, peers in the US have been historically reticent to do so. The level of coverage typically varies among carriers, ranging at the end of last year from 30% to 80% and potentially even higher. Also, the instruments they use for the hedge make a huge difference in how well-protected they are. “We continue to be well-hedged for the rest of the year,” Luis Gallego , chief executive of International Consolidated Airlines Group , which includes British Airways and Iberia, said on a recent earnings call. “This allows us to protect customers to some extent from the volatility a...
Sandisk (SNDK +5.26%) stock jumped 6.2% through 10:05 a.m. ET this morning as investors weighed news items affecting the computer memory-maker -- both good and somewhat bad news. Good news for Nvidia is great news for Sandisk On the good side of the ledger, Nvidia (NVDA 2.17%) reported monster earnings growth yesterday. Sales surged 85% year over year to a record quarterly haul of $81.6 billion. F...
Sandisk (SNDK +5.26%) stock jumped 6.2% through 10:05 a.m. ET this morning as investors weighed news items affecting the computer memory-maker -- both good and somewhat bad news. Good news for Nvidia is great news for Sandisk On the good side of the ledger, Nvidia (NVDA 2.17%) reported monster earnings growth yesterday. Sales surged 85% year over year to a record quarterly haul of $81.6 billion. Fully 92% of this revenue came from chips sales to artificial intelligence data centers, proving the AI revolution is alive and well -- and so is the need for NAND flash memory from Sandisk. What's more, profit margins on chip sales remain superb. Nvidia boasted of a 74.9% gross profit margin in its fiscal Q1 2027, more than tripling Nvidia's quarterly net profit to $58.3 billion ($2.39 per share). And here's the kicker for Sandisk investors: It turns out Sandisk does even better on gross margin than Nvidia. Sandisk's gross margin last quarter was 78.4%! Expand NASDAQ : SNDK Sandisk Today's Change ( 5.26 %) $ 73.24 Current Price $ 1465.80 Key Data Points Market Cap $206B Day's Range $ 1378.35 - $ 1493.31 52wk Range $ 35.79 - $ 1600.00 Volume 199K Avg Vol 17M Gross Margin 56.04 % Good news for Samsung is less good news for Sandisk So that's the good news, now here's the bad (for Sandisk): Over in South Korea, workers at Samsung Electronics just announced a halt to their 18-day labor strike. Union representatives have reached an agreement with management to more fairly share AI chip profits with workers, and the union will vote to approve the new contract over the next several days. Assuming all goes well with the vote, the world's largest producer of DRAM and NAND computer memory will be back in business and running full speed, still competing head-to-head with Sandisk on price -- and now with happier workers on its payroll. This isn't necessarily bad news for Sandisk, but all things considered, it would have probably preferred to see the strike last a bit longer.