Proposal requires Rene Haas to steer US-listed British company to ‘exceptional growth metrics’ The chief executive of Arm is in line for a pay package that would make him a billionaire if he hits targets to turn the British microchip giant into the UK’s first trillion-dollar company. Arm, which is listed in New York but retains its global headquarters in Cambridge, has proposed a pay scheme for Rene Haas in which he will receive generous annual share awards plus a maximum bonus of $800m if he can hit certain “exceptional growth metrics”. Continue reading...

JHVEPhoto/iStock Editorial via Getty Images Micron (NYSE: MU ) has been on a tear recently, entering the $1 trillion club with peers Samsung and SK Hynix, as an AI-datacenter related HBM shortage has skyrocketed prices on a fixed cost business. This has led to arguments that the notorious industry is no longer cyclical , as profit expectations for the long-run surge ever higher. Despite that, as we'll see in this article, planned massive capacity ramps along with predictable investments could change the tunes in the coming years, as we reaffirm our strong sell recommendation despite the appreciation . DRAM Supply vs Demand and the Limits It's clear that we're in a structural shortage of DRAM / HBM. Micron has stated that it can only meet 55-60% of customer's core demands . Overall, the industry is forecasting that for 2026 it'll only be able to meet ~60% of customer demand . AI Capex 2026: The $690B Infrastructure Sprint - Futurum That's not surprising, "hyperscalers" as they're known, have massively ramped up capex forecasts to staggering numbers. These double-digit growths will go largely to TPUs and GPUs, and memory is among the largest cost associated with these chips. Microsoft alone has raised its 2026 budget to $190 billion, with $25 billion of the increase from rising memory costs . That increase will exclusively go to the three big memory players. On the flip side, however, we expect to see pressures in future budget growth. Amazon Investor Presentation Let's take Amazon as an example (the company is guiding for $200 billion in 2026 capex). As can see above, due to rapidly ramping capex, Amazon's FCF is approaching 0 despite continued growth in operating cash flow on a TTM basis (it's already negative on a quarterly basis). $200 billion will be affordable but scaling up will require enormous debt. Morgan Stanley AI Capex Morgan Stanley research forecasts $1.1 trillion in 2027 AI capex, a staggering amount, but one that 36% YoY growth from 2026 versus 79% fr...

Micron: Upcoming Capacity Ramps Could Change The Story (NASDAQ:MU) Seeking Alpha Move Over, Nvidia: 1 AI Stock Just Posted Its Best Day Since 2011 -- and Wall Street Says It's Still Cheap. The Motley Fool Micron Isn’t Nvidia. It’s Time to Take Your Foot Off the Gas with MU Stock. Barchart.com

Peñote Inversiones SICAV (F000001YUT.BC) 最新股票消息和頭條新聞 Yahoo 財經

Ford (NYSE:F) and General Motors (NYSE:GM) closed Q1 2026 with a sharp contrast. GM topped estimates with a 41.31% EPS beat built on margin discipline. Ford answered with a $2.50 billion swing in adjusted EBIT and a louder transformation story. Both raised guidance. Only one is winning. Act now: the analyst who called NVIDIA in ... Ford vs GM: One Auto Giant Looks Much Stronger for 2026

US stock indexes ended the week higher supported by news of a temporary 60-day ceasefire agreement between the US and Iran and talks on Iran's nuclear program. This eased energy prices and concerns for oil-importing countries. Renewed optimism surrounding artificial intelligence and related technologies continued to drive the market higher. For the week, the S&P 500 ( SP500 ) and Nasdaq ( COMP:IND ) rose 1.2% and 2%, while Dow ( DJI ) booked a 0.7% uptick. Across the Atlantic, the European equities ( STOXX ) ended the week 0.5% lower. EU-harmonized inflation rates were lower than expected in Germany and France, raising hopes that the ECB will deliver multiple rate hikes this year. In the week, London’s FTSE 100 ( UKX ) and France ( CAC:IND ) equities both fell 0.3%, while Germany ( DAX:IND ) markets slipped 0.2%. The Asia-Pacific markets In the last week, Chinese markets ( SHCOMP ) lost 1.4%, while Japan’s Nikkei 225 ( NKY:IND ) rose 2.2%. Japan’s April data beat expectations, with stronger retail sales, a rebound in industrial output, and a record-low unemployment rate. However, core inflation in Tokyo eased to a four-year low of 1.3%. Major Asian corporate news from this week. SoftBank ( SFTBY ) ( SFTBF ) plans to spend at least €45B (~$52B) on building a network of massive data centers in France, aiming to deliver up to 3.1 GW of computing capacity across the country. Pfizer ( PFE ) and China’s Innovent Biologics ( IVBIY ) ( IVBXF ) have entered into a global oncology partnership worth up to $10.5B. Chinese electric vehicle maker Li Auto ( LI ) first-quarter results revealed a dramatic deterioration in profitability and a second-quarter revenue outlook that badly missed the street’s forecasts. Electric vehicle maker Xpeng ( XPEV ) forecast second-quarter revenue below market expectations following lower than anticipated Q1 results , underscoring a prolonged slowdown in demand and stiff ​competition in the Chinese EV market after. ETFs to track Europe: ETFs: (NYSE...

Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires. Mizuho analyst Vijay Rakesh raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $540 from $500 on May 27. He reiterated an Outperform rating on the shares. The firm also increased its wafer fab […]

Nvidia (NVDA) Delivers Another Beat As A New AI Trend Gains Momentum Insider Monkey

Key Points50,000 shares were sold indirectly for a transaction value of ~$4.4 million on May 21, 2026.

Inflation has a way of turning economics into personal finance. For retirees living on fixed incomes, every increase in the price of groceries, gasoline, utilities, and healthcare stretches a monthly Social Security check a little further than it was designed to go. And after years of inflation shocks, Americans are once again watching prices climb. ... Trump and Kevin Warsh Plan a Huge Giveaway to Retirees. There’s Only One Problem

Thesis Summary We rate Comfort Systems USA ( FIX ) a Buy with a 12-month price target of $2,150. We believe that the recent 14% correction offers a good entry point into a secular growth story with fantastic execution with a fortress balance sheet, and we believe that the scenario of a slowdown the market has started to discount is premature. Comparing consensus expectations for FIX to what the Big Tech Capex plans imply for cooling, we believe that they can only mean two things: 1/ A rapid slowdown in data center rollouts; 2/ A sharp drop in FIX's market share. We argue in this article that both are unlikely. If you are nervous about being long on an "AI play" at this point in the cycle should consider a pair trade with a basket of large Tech names to exploit this disconnect between what the market expects for Comfort Systems and what they expect for their clients. Overview of Comfort USA Comfort USA installs, renovates, and maintains two different types of systems, which it reports under two separate segments: 1/ "Mechanical", which includes HVAC (heating, ventilation, and air conditioning), plus the piping and plumbing required to keep a building cool. That accounts for about 2/3 of group revenues in 2025, and for reasons that will soon be clear it is the one the market focuses on. 2/ the other segment is "electrical construction and engineering", which is more focused on the manufacturing industry and, more broadly, anything outside of residential. 95% of FIX's group revenues is project work and only 5% in recurring service revenues (according to their 10K). XH4D/iStock via Getty Images Comfort USA is thriving thanks to two sources of secular growth, which both excite investors' imaginations. Its "mechanical" business is involved in the construction of data centers where LLMs (large language models) like ChatGPT or Claude are run. Technology customers accounted for 45% of the 2025 revenues of that division, and that number has kept rising since. It was 56% in Q1...

Key Points112,523 shares sold directly on May 20, 2026, with a total transaction value of ~$584,000 based on a weighted average sale price of $5.19 per share.

Investing.com -- Bank of America reiterated its Buy rating on Meta Platforms and maintained an $835 price target, arguing that emerging signs of AI monetization and enterprise adoption could help improve investor sentiment after months of concern over the company’s rising spending commitments.

Key PointsBorgWarner recently signed a supply agreement to build turbine generators for the data center market.

Key Points105,000 Common Stock shares were sold for a transaction value of ~$6.19 million at around $58.97 per share on May 21, 2026.

Fresher Atlantic air has ended a week of record-breaking heat which saw the UK's hottest May day.

Key Points1,900 shares sold directly in the open market for a transaction value of ~$190,000 on May 26, 2026.

rarrarorro/iStock via Getty Images Introduction AltaGas ( ALA:CA ) ( ATGFF ) is not really well known south of the border of Canada, although the company has extensive operations in the United States, where it operates a natural gas distribution network on the East Coast, including Virginia and Maryland . The company acquired an additional stake in the Mountain Valley Pipeline in 2025. And although this was a rather hefty investment partially funded by a capital increase, I'm convinced this will add tremendous value in the future. AltaGas management was initially planning on selling its stake in the pipeline. But upon learning the impact of the 20% capacity growth through MVP Boost, it was deemed in the company's best interest to retain its stake in this pipeline. Data by YCharts Expect good growth numbers and a moderate sustaining capex I don't want this article to be a boring overview of the Q1 results, as those are not necessarily representative of the full-year performance anyway (as there is a substantial seasonal impact with strong winter quarters and weaker Q2 and Q3). I'd rather like to discuss plans for this year and what this actually means for the company’s common shareholders. The image below provides an excellent summary of what you can expect for this year. The total amount of normalized EBITDA is expected to increase by approximately 8%, while normalized earnings per share will increase by roughly 6%. As Altagas issued new shares in Q4 2025, EPS growth is slightly lower than the EBITDA growth, considering the stronger performance has to be divided over a higher amount of shares. That being said, this year's dividend will increase to C$1.34 per share . Altagas Investor Relations Although this is an infrastructure company, it clearly should not be seen as a dividend investment. After all, the dividend yield will remain below 3% even after the 6% increase for 2026. This means any investor should look at AltaGas from a total return perspective and its abi...

"Just can't wait! Just can't wait for Santa!" Anchiy/E+ via Getty Images I wrote an analysis in March 2025 discussing various avenues to become an owner of SpaceX ( SPCX ) -- proper title Space Exploration Technologies Corp. -- well before anyone knew there would be an IPO this soon. Even back then, there were plenty of opportunities in the public markets, as long as you didn't mind the fact that you were owning SPCX along with a number of other companies curated by the mutual funds and ETFs that had already purchased pre-IPO shares. Who owns SpaceX shares Pre-IPO? Included in this list today are likely: ARK Innovation ETF ( ARKK ) ARK Next Generation Internet ETF ( ARKW ) State Street SPDR S&P Kensho Final Frontiers ETF ( ROKT ) State Street SPDR S&P Kensho Smart Mobility ETF ( HAIL ) Procure Space ETF ( UFO ) Baron First Principles ETF ( RONB ) And among mutual funds, Fidelity Blue Chip Growth Fund ( FBGRX ) Baron Focused Growth Fund ( BFGFX ) Baron Partners Fund (BPFIX) And finally, the relatively new-back-then ETF I purchased when I published my analysis: the ERShares Private-Public Crossover ETF ( XOVR ). You will note I said the word "likely" above. Not every one of these (available for you to buy today, if you choose) shows SpaceX in their top 10 or even top 25 holdings. Some might hold them and have advised ownership in a quarterly or other report. Others might have since added to or traded away shares, all pre-IPO. Take XOVR, for instance. Different third-party sites I have researched show very different percentages of the total portfolio for SpaceX! Seeking Alpha lists SpaceX at 22.78%, while Stock Analysis lists it at 19.37%. Which is correct? Neither, though it might have been exact as of the date of some other third party recorded it. Good advice, even if you do nothing else as a result of my analysis: "Trust, but verify." If you are going to invest based on some factor that includes an accurate statement of true ownership, always go directly to the ETF...

Key PointsReduced stake by 140,000 shares; estimated transaction value of $4.11 million based on quarterly average price

With a forward P/E ratio of 17.67, NVIDIA Corporation (NASDAQ:NVDA) is among the 10 Best Growth Stocks to Buy with Low P/E Ratios. On May 21, Raymond James raised its price target on NVIDIA Corporation (NASDAQ:NVDA) to $330 from $323 while maintaining a Strong Buy rating on the shares. The firm stated that Nvidia delivered stronger-than-expected first-quarter results alongside […]

Nvidia (NVDA) Delivers Another Beat As A New AI Trend Gains Momentum Yahoo Finance

Meta Platforms (NASDAQ:META) just reported one of the strangest quarters in mega-cap tech. Revenue grew 33.08% to $56.31 billion, advertising surged 33% year-over-year, and CEO Mark Zuckerberg told investors “We’re on track to deliver personal superintelligence to billions of people.” Yet shares are down 7.47% year-to-date and sit at $610.26. The question I want to ... Can Meta Stock Reach $1,500 by 2030?

印度尼西亚媒体5月31日消息，该国东部巴布亚省当天发生了一起第二次世界大战遗留炸弹爆炸事件，目前已造成5人死亡，另有3人下落不明。当地警方说，事发时间为当天下午，事发地是人口稠密区，爆炸对附近房屋造成严重破坏。由于担心现场可能还有未爆炸弹，对下落不明人员的搜救在夜间暂停。警方还说，爆炸由一枚二战时期遗留的炸弹引发，目前已封锁事故现场、疏散居民。搜救工作将于6月1日恢复。（新华社）

Up 28% in weeks, could Tesla stock go even higher? Yahoo Finance UK

The former Scottish first minister’s security in her own power and authority seems to have gone, writes Laura Kuenssberg.

A national school exam board in India said it has been monitoring and has contained vulnerabilities in its online grading portal for one of the country’s most important school-leaving exams that were first flagged by a teenage cybersecurity researcher. The Central Board of Secondary Education, run by the government and one of India’s main school exam boards, said in an X post that it has been “closely monitoring” weaknesses in the OnMark portal — an online grading website for teachers — after they were flagged publicly. The portal, which was first introduced this year, uploads scanned copies of physical answer book of students for teachers to grade digitally. The controversy stems from complaints by students that their physical answer sheets did not match the digital versions shared by the education board upon request for reevaluation. The incident has sparked outrage on social media platforms, forcing the CBSE and the country’s Education Minister Dharmendra Pradhan to address the concerns. In India, millions of students every year sit for the crucial exam that is a gateway for further higher studies. This year around 1.8 million took the exam across the country, according to a statement by the CBSE. The board announced the result of the exams on May 13. “The identified vulnerabilities have been contained, and other exploitable weaknesses are being ruled out,” the board said in the post. Cybersecurity experts from government agencies and top engineering colleges had been deployed over the past several days to strengthen the systems, including moving them to “a more secure set up,” it said. It’s the latest episode to beset India’s education industry that was earlier this month rocked by the annulment of a national exam for medical students after a probe. It has also raised questions about the security of digital exam-marking infrastructure in one of the world’s largest school systems and heightened pressure on Prime Minister Narendra Modi ’s administration to address...