President Donald Trump told Axios on Saturday that he would meet with his negotiators later in the day to discuss Iran's latest offer to end the war and likely decide by Sunday whether to resume military strikes against the country. Trump indicated that there is a "solid 50/50" chance of making a “good” deal or else "blow them to kingdom come." The President added that he would meet with his speci...
President Donald Trump told Axios on Saturday that he would meet with his negotiators later in the day to discuss Iran's latest offer to end the war and likely decide by Sunday whether to resume military strikes against the country. Trump indicated that there is a "solid 50/50" chance of making a “good” deal or else "blow them to kingdom come." The President added that he would meet with his special envoy, Steve Witkoff, and son-in-law Jared Kushner later on Saturday to review Tehran's latest proposal in a discussion Vice President Vance is also expected to join. "I think one of two things will happen: either I hit them harder than they have ever been hit, or we are going to sign a deal that is good," he added. His remarks came as the U.S., Iran, and mediator Pakistan all indicated progress in negotiations to end the war on Saturday, while CBS News reported Trump was weighing a fresh round of military strikes against the Islamic country. Dear readers, we recognize that politics often intersect with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the U.S.-Iran war Stock market opens in green on hopes of U.S.-Iran breakthrough Iran denies report supreme leader ordered ban on uranium exports Trump says U.S. in 'final stages' of Iran negotiations - report Iran deal looks like a 30-day ceasefire extension - Eurasia Group Trump calls off planned Iran attack, citing Middle East leaders' request
People travel through Hartsfield-Jackson Atlanta International Airport on Nov. 7, 2025 in Atlanta, Georgia. Megan Varner | Getty Images Americans coming back from the Democratic Republic of the Congo, Uganda or South Sudan now have a second entry point for returning to the United States, with the CDC on Saturday expanding its enhanced Ebola screening to include Hartsfield-Jackson Atlanta Internati...
People travel through Hartsfield-Jackson Atlanta International Airport on Nov. 7, 2025 in Atlanta, Georgia. Megan Varner | Getty Images Americans coming back from the Democratic Republic of the Congo, Uganda or South Sudan now have a second entry point for returning to the United States, with the CDC on Saturday expanding its enhanced Ebola screening to include Hartsfield-Jackson Atlanta International Airport. Hartsfield-Jackson has previously been used to screen passengers and has established operational procedures in place, the U.S. Centers for Disease Control and Prevention said. Washington's Dulles International Airport was designated this week to screen returning citizens for the Ebola virus. Enhanced public health entry screening is one component of CDC's Ebola approach, which also includes overseas exit screening, airline illness reporting, and post-arrival public health monitoring. The World Health Organization says 82 cases have been confirmed so far in the DRC, with seven confirmed deaths, 177 suspected deaths and almost 750 suspected cases linked to the Bundibugyo strain of Ebola. Earlier this week, the Trump administration banned non-citizens who had traveled to the DRC, Uganda or South Sudan in recent weeks from entering the United States. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
The artificial intelligence (AI) conversation in 2026 still mostly revolves around GPUs and large language models. I was talking about AI with friends over the weekend, and the discussion never really moved beyond companies like OpenAI and Anthropic. It seems like most investment analysts do the same. That focus is understandable, but it overlooks the layer that determines whether any of those GPU...
The artificial intelligence (AI) conversation in 2026 still mostly revolves around GPUs and large language models. I was talking about AI with friends over the weekend, and the discussion never really moved beyond companies like OpenAI and Anthropic. It seems like most investment analysts do the same. That focus is understandable, but it overlooks the layer that determines whether any of those GPUs can actually do useful work at scale: the network. Arista Networks (ANET +3.57%) sits at the center of that layer, and despite a year of strong fundamentals, it remains less covered than the tech and chip names that depend on its products to function. What Arista sells Arista makes high-speed Ethernet switches and the software that runs them. Its relevance to AI is that every modern AI cluster is a distributed computing system -- thousands of GPUs spread across racks, all of which must communicate at extremely high bandwidth and extremely low latency. Then, if the network is slow, the GPUs sit idle, and the customer has bought very expensive heaters. Arista's Etherlink portfolio, built around its EOS operating system and its silicon partnerships, is built for exactly that scale-out role. In the company's first-quarter 2026 update, management raised full-year 2026 revenue guidance from $11.25 billion to $11.5 billion and lifted its AI-related networking revenue target from $3.25 billion to $3.5 billion. More than 100 cumulative customers are now deployed at 800 gigabits per second Ethernet, with 1.6 terabits per second in production deployments expected in 2027. Expand NYSE : ANET Arista Networks Today's Change ( 3.57 %) $ 5.31 Current Price $ 153.90 Key Data Points Market Cap $194B Day's Range $ 149.00 - $ 154.37 52wk Range $ 83.86 - $ 179.80 Volume 438.1K Avg Vol 8.7M Gross Margin 63.54 % Why this is more important than it sounds A useful way to understand Arista's position is that it controls a piece of the AI build-out that almost no one else can do at the required sca...
Key Points Arista is becoming one of the most important “behind-the-scenes” AI companies because every massive GPU cluster still depends on ultra-fast networking to actually work efficiently. The real opportunity here is that Arista is moving beyond connecting GPUs inside data centers into linking entire AI campuses and future Ethernet-based scale-up systems. While Nvidia gets most of the AI spotl...
Key Points Arista is becoming one of the most important “behind-the-scenes” AI companies because every massive GPU cluster still depends on ultra-fast networking to actually work efficiently. The real opportunity here is that Arista is moving beyond connecting GPUs inside data centers into linking entire AI campuses and future Ethernet-based scale-up systems. While Nvidia gets most of the AI spotlight, Arista quietly owns a critical infrastructure layer that hyperscalers like Meta and Microsoft cannot easily replace. 10 stocks we like better than Arista Networks › The artificial intelligence (AI) conversation in 2026 still mostly revolves around GPUs and large language models. I was talking about AI with friends over the weekend, and the discussion never really moved beyond companies like OpenAI and Anthropic. It seems like most investment analysts do the same. That focus is understandable, but it overlooks the layer that determines whether any of those GPUs can actually do useful work at scale: the network. Arista Networks (NYSE: ANET) sits at the center of that layer, and despite a year of strong fundamentals, it remains less covered than the tech and chip names that depend on its products to function. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » What Arista sells Arista makes high-speed Ethernet switches and the software that runs them. Its relevance to AI is that every modern AI cluster is a distributed computing system -- thousands of GPUs spread across racks, all of which must communicate at extremely high bandwidth and extremely low latency. Then, if the network is slow, the GPUs sit idle, and the customer has bought very expensive heaters. Arista's Etherlink portfolio, built around its EOS operating system and its silicon partnerships, is built for exactly that scale-out role. In the co...
Lai Ka-ying suffers from motion sickness, cannot stand hot weather, was not a top student and did not speak Mandarin – all of which made the 43-year-old mother of three an unlikely pick as Hong Kong’s first astronaut. But the Hong Kong-born payload specialist on China’s Shenzhou-23 mission, which is expected to blast off on Sunday night and head to the Tiangong space station, made it through almos...
Lai Ka-ying suffers from motion sickness, cannot stand hot weather, was not a top student and did not speak Mandarin – all of which made the 43-year-old mother of three an unlikely pick as Hong Kong’s first astronaut. But the Hong Kong-born payload specialist on China’s Shenzhou-23 mission, which is expected to blast off on Sunday night and head to the Tiangong space station, made it through almost two years of training. “I held a ‘let’s give it a try’ attitude,” Lai said in interviews with state media, recalling how she managed to pass the gruelling selection process. “I am prone to getting carsick and seasick. But when I sat in the rotating chair, I easily passed the test.” Advertisement She added: “In the centrifuge test, I was in total confusion, everything went blurry. But I persevered through sheer willpower.” Working in the Hong Kong Police Force, where long hours and irregular shifts are the norm, helped her easily handle training involving 72 hours without sleep. Advertisement “That was not too difficult for me. I used to work in the police force. Our work there was highly demanding,” Lai said.
Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates tha...
Consulting giant Deloitte noted in November last year that inference workloads will be the next big thing in artificial intelligence (AI) in 2026. According to Deloitte, inference will account for two-thirds of AI computing power this year, up from 50% in 2025. Deloitte estimates the market for inference-focused AI chips could reach $50 billion this year. McKinsey, on the other hand, estimates that AI inference workloads in data centers could jump from almost 21 gigawatts (GW) last year to 93 GW in 2030, clocking a compound annual growth rate (CAGR) of 35%. Not surprisingly, there is a race among AI chipmakers to make inference-focused processors to capitalize on this lucrative growth opportunity. From Nvidia (NVDA 1.86%) to Advanced Micro Devices to Broadcom to Intel, everyone is trying to make the most efficient chips that can run AI inference applications cost-effectively in data centers and at the edge. However, I believe that these semiconductor companies will be beaten by Arm Holdings (ARM +2.78%) in the inference era. Let's look at the reasons why. Arm Holdings is a top pick-and-shovel AI inference play AI inference isn't as compute intensive as the training phase. In fact, AI inference can be performed even by a central processing unit (CPU) in both data centers and on edge devices running inference workloads locally. Arm Holdings' focus on offering energy-efficient chip designs, which help chip designers make power-efficient chips with solid performance, has made the British company the go-to choice for several consumer electronics companies and chipmakers. Expand NASDAQ : ARM Arm Holdings Today's Change ( 2.78 %) $ 8.28 Current Price $ 306.51 Key Data Points Market Cap $326B Day's Range $ 288.21 - $ 315.00 52wk Range $ 100.02 - $ 315.00 Volume 14M Avg Vol 8.7M Gross Margin 94.08 % Nvidia, for instance, utilizes Arm's architecture for its Grace server CPU. Its latest Vera CPU, which the company will sell as a stand-alone product, is also based on Arm's late...
Now for the really interesting part. Celtic’s completion of a domestic double was every bit as straightforward as Dunfermline feared it could be. Whether that achievement is sufficient for Martin O’Neill to be handed an extended stay as the Celtic manager should soon become clear. O’Neill has support, internally and externally, for his cause. Even at 74, he clearly fancies the job. Dragging Celtic...
Now for the really interesting part. Celtic’s completion of a domestic double was every bit as straightforward as Dunfermline feared it could be. Whether that achievement is sufficient for Martin O’Neill to be handed an extended stay as the Celtic manager should soon become clear. O’Neill has support, internally and externally, for his cause. Even at 74, he clearly fancies the job. Dragging Celtic towards trophy success on back-to-back weekends shows he retains capability. The key, unknown and unanswered question is whether O’Neill’s recent body of work will prove sufficient for the Celtic hierarchy to back him in the longer term as opposed to a younger coach such as Robbie Keane. O’Neill has no reason to care that this Scottish Cup final pretty quickly became a non event. It was champions of the country against a second-tier side and looked every bit of that. Dunfermline initially looked paralysed by the occasion, which was all over bar formalities with Celtic two goals to the good at the interval. Neil Lennon enjoyed some superb times under O’Neill when a Celtic player more than two decades ago. This time, Lennon and Dunfermline suffered at the hands of an old master. This most exhausting of Celtic seasons ended with a trophy being paraded in the Hampden sun. The Scottish Cup, which Celtic were beaten to by Aberdeen a year ago, had been reclaimed. O’Neill was serenaded by adoring punters. The buildup to this final had been dominated by the fallout from the conclusion to the Premiership season. The marauding supporters who forced the ending to Celtic’s decisive win over Hearts also fuelled harsh words between clubs. It took a mere 90 seconds for the Celtic fans here to revert to sectarian abuse of the Hearts manager Derek McInnes, which was as predictable as it should have been a cause for eyerolls. There was almost on-field embarrassment for Celtic in the ninth minute. Confusion in their defence allowed Callumn Morrison to steal in, with the forward’s shot cleared...
Another vintage year for Bordeaux, another bitter final loss for Leinster. On a hot, unforgiving afternoon in Bilbao there was never the slightest doubt who would be hoisting the trophy into a cloudless Basque sky, such was the clear superiority of the defending champions. Only Leinster themselves have ever racked up more points in a Champions Cup final and the scoreboard did not lie. In some ways...
Another vintage year for Bordeaux, another bitter final loss for Leinster. On a hot, unforgiving afternoon in Bilbao there was never the slightest doubt who would be hoisting the trophy into a cloudless Basque sky, such was the clear superiority of the defending champions. Only Leinster themselves have ever racked up more points in a Champions Cup final and the scoreboard did not lie. In some ways Leinster should be absolved from any particular shame. There is now no club side in the world with a sharper attacking edge than Bordeaux nor a deadlier individual finisher than Louis Bielle-Biarrey. The French wing added another brace of tries to his tally, which now stands at 34 in 30 games this season. Factor in the artistic direction of Maxime Lucu and Matthieu Jalibert and their back-to-back titles are not remotely a coincidence. So much, either way, for Leinster’s pursuit of a fifth gold star on their jerseys. The four-time winners were a distant 35-7 down at the interval before rallying slightly in the third quarter after Lucu was sin-binned for yanking back Joe McCarthy by his collar. As with Ulster the previous evening against Montpellier, the gap in game-breaking class was otherwise conspicuous. French rugby has its foibles but the national team and the best Top 14 sides are now in a shared sweet spot. View image in fullscreen Bordeaux’s Louis Bielle-Biarrey races clear to score a try against Leinster. Photograph: Miguel Oses/AP Factor in the cacophony of noise and the punishing conditions and it all felt a million miles away from suburban Dublin. There is also no doubt this tournament grows ever harder for non-French sides to win. This is the sixth straight year that the Champions Cup has ended up in Gallic hands, with France having also claimed this year’s Six Nations title. They have won so much this year it is a wonder that France didn’t win the Eurovision song contest as well. With thousands having travelled across the border to northern Spain this certainly...
It’s 12.30pm as I write this. My mind is preoccupied with moving my fingers from key to key on my ageing laptop, a task I paused briefly to remove a hair from the screen. Then, I scratched my leg again, which kicked up another hair. I should get back to work, but I can’t concentrate. Why? Because I’m incredibly hungry. It is, after all, lunchtime – the most worthless part of any work day. It is no...
It’s 12.30pm as I write this. My mind is preoccupied with moving my fingers from key to key on my ageing laptop, a task I paused briefly to remove a hair from the screen. Then, I scratched my leg again, which kicked up another hair. I should get back to work, but I can’t concentrate. Why? Because I’m incredibly hungry. It is, after all, lunchtime – the most worthless part of any work day. It is not that there’s shame in lunch. It’s just that we’re not programmed to eat at a certain time. We’re all different and the whole concept of the office lunch is obsolete nonsense in 2026. Let it go. Big Lunch (or alternatively, the Lunch Industrial Complex) will tell you otherwise. Lunch is considered a fundamental element of the work day. It is legally mandated here in California, after all. But it is also something people who work in offices look forward to. It’s a moment to step away from the invisible chains that attach us to our computers for an hour or so of normal human behavior. Back when I worked in an office, I would look at my phone and think, if I can just make it to noon, I’ll be OK. Lunch was like a little treat to break up the monotony of corporate life. In some jobs, there was even a free lunch to make the whole thing even more appealing. You can’t leave the office. You don’t even have to leave the office! I wasn’t around for most of the 20th century, but according to TV shows like Mad Men, the old days of lunch meant meandering to a classy steakhouse and getting drunk off martinis, then plopping on to a chaise longue until the buzz wore off. I would happily endorse that version of lunch, but that’s not what we are being presented with today. The modern office lunch is about convenience and expediency. It’s being hustled through a Sweetgreen to collect your biodegradable bucket of vegetables so you can get back to your desk before your next meeting. The work day lunch is merely a distraction from your unenviable reality, offering the illusion of choice while re...
Britain has created a new breed of political prisoners through the systematic incarceration of people acting to prevent climate breakdown and the annihilation of Gaza, a report claims. The research by Queen Mary University of London (QMUL) and the protest group Defend Our Juries says that custodial sentences for acts of direct action or civil disobedience were once rare but are now being imposed w...
Britain has created a new breed of political prisoners through the systematic incarceration of people acting to prevent climate breakdown and the annihilation of Gaza, a report claims. The research by Queen Mary University of London (QMUL) and the protest group Defend Our Juries says that custodial sentences for acts of direct action or civil disobedience were once rare but are now being imposed with increasing length and frequency. Their report, which will be launched on Tuesday, points to an increase in anti-protest legislation in England and Wales, police powers and civil law injunctions brought by corporations and public bodies as well as judges removing legal defences and “exceptionally long” sentences. In what they say is the first analysis of the jailing of “Britain’s new political prisoners”, the researchers identified 286 cases involving climate and Palestine-solidarity activists who were sent to prison for protest for a total amount of jail time of 136 years. The average detention period in the 256 cases for which data was available was 28 weeks, with one in three protesters jailed for six months or more and one in five for more than a year. David Whyte, the report’s co-author and professor of climate justice at QMUL, said: “These are exceptional sentences that are being used to apply to protests which are themselves profoundly political. “So it’s clear that extreme sentences and the level of remand detentions [before trial] at an extreme level are being used to respond to one category of prisoners and that’s prisoners who’ve been detained because they’ve been involved in civil disobedience, direct action as a result of political protest. So there is something going on which is profoundly political. Very often those protesters are reflecting majority rather than a minority view.” The report describes remand as “the first line of attack”, with the effect of chilling protest and civil disobedience. The researchers found that in 60% of cases, final sentences ...
Sir Keir Starmer has called on TNT Sports to make next Saturday's Champions League final between Arsenal and Paris St-Germain free-to-air. The UK prime minister has written the broadcaster to "strongly urge you to reconsider" a decision to make the final available to subscribers only. Every previous final since the Champions League format was introduced to the European Cup in 1992 has been made av...
Sir Keir Starmer has called on TNT Sports to make next Saturday's Champions League final between Arsenal and Paris St-Germain free-to-air. The UK prime minister has written the broadcaster to "strongly urge you to reconsider" a decision to make the final available to subscribers only. Every previous final since the Champions League format was introduced to the European Cup in 1992 has been made available to watch free of charge in the UK. In a letter to TNT executives, Starmer wrote: "I was saddened to see that, for the first time since the competition started 34 years ago, TNT Sports has decided that [the fixture] will not be free to watch for football supporters here in the UK." Last week, it was revealed that fans would need a subscription to watch all three European club finals, to which TNT holds the rights. Starmer - who is an Arsenal fan - wrote: "The Champions League is the biggest club football competition in the world and rightly means a lot to fans in this country - the home of football. "I am a firm believer that the final of this competition should remain free to watch, whether Arsenal have made it or not. "Obviously, I want as many fellow fans as possible to be able to watch our team in this historic final for the first time in 20 years. However, this is bigger than that. "This is about supporters of all teams coming together in living rooms and pubs in every corner of the country to watch the most elite players in Europe battle it out. "Hard-working people should not have to worry about forking out for a subscription to watch a game of this magnitude. "We should be putting supporters first. That is why I have already encouraged Fifa to do more to make tickets more affordable at this summer's World Cup. "That is also why I want to strongly urge you to reconsider and make the final next Saturday free to watch for the millions of passionate football fans in this country." Fans also needed a TNT subscription to watch Aston Villa win the Europa League fina...
Vertigo3d/iStock via Getty Images Real estate stocks surged, outperforming the broader markets, as rising Treasury yields took a breather mid-week with investors eyeing a possible U.S.-Iran deal . President Donald Trump reportedly said Wednesday that the U.S. is in the "final stages" of talks with Iran. Long-term Treasury yields fell , with the U.S. 10 Year Treasury yield (US10Y) falling 9 basis p...
Vertigo3d/iStock via Getty Images Real estate stocks surged, outperforming the broader markets, as rising Treasury yields took a breather mid-week with investors eyeing a possible U.S.-Iran deal . President Donald Trump reportedly said Wednesday that the U.S. is in the "final stages" of talks with Iran. Long-term Treasury yields fell , with the U.S. 10 Year Treasury yield (US10Y) falling 9 basis points to 4.57%. The U.S. 30 Year Treasury yield (US30Y) moved down 6 basis points to 5.11%. The trend differed from the prior week, when yields surged and borrowing costs across the curve reached about one-year highs. Real estate stocks declined on a weekly basis, underperforming the broader market. However, this week, the S&P 500 Real Estate Index Sector ( SP500-60 ) increased 3.04% to close at 282.91 points, while the accompanying State Street Real Estate Select Sector SPDR ETF ( XLRE ) was up 3.08% to $44.56. The Dow Jones REIT Indx Equity REIT Total Return Index ( REIT:IND ) rose 3.18%, while the FTSE Nareit All Equity REITs index advanced 3.14%. XLRE was the third largest gainer among the 11 S&P 500 sectors. Weekly Winners & Losers American Tower ( AMT ) topped the gainers, adding 7.75% from the prior week to close at $183.85. The week saw AMT CFO Rodney Smith say that from next year onward, the telecom tower REIT will see churn decreasing rapidly and new business probably accelerating. Churn permeated most panel discussions at this year’s Fiber Connect 2026 in Orlando, Fla., held May 16-19. Sun Communities ( SUI ) followed, advancing 6.10% week-over-week to $127.75. The residential REIT announced a sale of its UK asset portfolio, including the Park Holidays business, to funds affiliated with Aermont Capital in an all-cash transaction valued at about $1.03B. Federal Realty Investment Trust ( FRT ) (+5.82% W/W to $119.75) and Crown Castle ( CCI ) (+5.54% W/W to $91.46) were other notable winners. KE Holdings ( BEKE ) (-9.74% W/W to $16.40) was the biggest loser in the c...
Spyware attacks on journalists, human rights defenders, and political dissidents are no longer rare or exotic. In early 2025, WhatsApp notified roughly 90 users — many of them journalists and civil society members across Europe — that they had been targeted by Israeli spyware company Paragon Solutions. Months later, Apple sent threat notifications to a new group of iOS users; forensic analysis con...
Spyware attacks on journalists, human rights defenders, and political dissidents are no longer rare or exotic. In early 2025, WhatsApp notified roughly 90 users — many of them journalists and civil society members across Europe — that they had been targeted by Israeli spyware company Paragon Solutions. Months later, Apple sent threat notifications to a new group of iOS users; forensic analysis confirmed two of them, both journalists, had been hit with Paragon’s Graphite spyware using a zero-click attack, meaning they didn’t even have to tap a link to be compromised. These aren’t isolated incidents. They’re the norm. For the last 15 years, security researchers have documented countless cases where government hackers have targeted and successfully compromised journalists, human rights defenders, critics, and political opponents. These attacks rely on expensive, sophisticated, and stealthy tools that allow their operators to hack into and install spyware on computers, but especially smartphones, which hold virtually all of the data about a person’s daily life. Spyware gives its operators virtually full access to the target’s device and data. Government spies can record phone calls, steal chat messages, access photos, and switch on the device’s camera and microphone to record ambient sound and record nearby conversations. Spyware also typically tracks a person’s real-time location. In response to these attacks, tech giants now provide their users with better defenses. In particular, Apple, Google, and Meta offer opt-in features specifically designed to counter targeted spyware attacks. Generally speaking, these features add extra protection, sometimes by turning off or limiting some regular features. It’s a tradeoff, but having used these myself for a long time, I have never found them to be too onerous or annoying to use. Tech companies, security researchers who have studied spyware for years, and we at TechCrunch, recommend that you use these features if you suspect y...
Mark Zuckerberg said what every mega-cap CEO is probably thinking but few will say on tape. In leaked audio from an April 30, 2026 Meta all-hands, the CEO told employees: “The AI models learn from watching really smart people do things. The average intelligence of the people who are at this company is significantly higher ... “We’re Studying You to Figure Out How to Make This All More Effective” —...
Mark Zuckerberg said what every mega-cap CEO is probably thinking but few will say on tape. In leaked audio from an April 30, 2026 Meta all-hands, the CEO told employees: “The AI models learn from watching really smart people do things. The average intelligence of the people who are at this company is significantly higher ... “We’re Studying You to Figure Out How to Make This All More Effective” — Zuckerberg’s Leaked Comment Sparks Job Loss Fears
Investors sold Unusual Machines (UMAC +13.38%) stock after it reported earnings on May 14. That sell-off continued into this week, with the stock down as much as 9% at the low. But shares of the drone component maker rebounded sharply as investors considered the potential of this small-cap stock. Unusual Machines stock ended the week in the black, up by 3.6%, according to data provided by S&P Glob...
Investors sold Unusual Machines (UMAC +13.38%) stock after it reported earnings on May 14. That sell-off continued into this week, with the stock down as much as 9% at the low. But shares of the drone component maker rebounded sharply as investors considered the potential of this small-cap stock. Unusual Machines stock ended the week in the black, up by 3.6%, according to data provided by S&P Global Market Intelligence. Drones are the future Unusual Machines said its first-quarter revenue nearly quadrupled year over year as sales accelerated throughout the year. Though it's off a low base, the pace of rising sales is what investors should note. Revenue jumped 65% just since Q4. The company is trying to keep up with demand. Management noted, "We are adding shifts and expanding capacity across all of our facilities." What might surprise some investors is that the small-cap company also announced a profitable quarter. There is also potential for expansion in both the domestic drone delivery and military drone markets. Expand NYSEMKT : UMAC Unusual Machines Today's Change ( 13.38 %) $ 1.98 Current Price $ 16.78 Key Data Points Market Cap $802M Day's Range $ 14.76 - $ 16.88 52wk Range $ 4.81 - $ 23.38 Volume 6.9M Avg Vol 4.6M Gross Margin 34.07 % The primary risk lies in execution. If Unusual Machines can scale manufacturing while controlling costs to maintain and grow margins, the stock should have room to grow. The company says that every demand indicator is on the rise and believes the market is still in the early stages of development. That potential had investors buying the dip this week, with increasing capacity suggesting further sales growth in the coming quarters.
Pratchaya/iStock via Getty Images Uniti Group ( UNIT ) recently announced its Q1 2026 results. I've covered this stock a few times. I was never impressed. I can't say that's changed. But, there might be seeds of hope. I'll explain why. I last wrote in September. I gave a Hold at $7.25. Uniti had just merged with Windstream. This meant an end to REIT status. It also meant an end to dividends. I was...
Pratchaya/iStock via Getty Images Uniti Group ( UNIT ) recently announced its Q1 2026 results. I've covered this stock a few times. I was never impressed. I can't say that's changed. But, there might be seeds of hope. I'll explain why. I last wrote in September. I gave a Hold at $7.25. Uniti had just merged with Windstream. This meant an end to REIT status. It also meant an end to dividends. I was worried about the heavy debt load. Revenue would need to keep growing to make it work. Q1 2026 Earning Presentation There was modest growth in Q1. Fiber was the big driver. It shows that they're executing on that. I'll say more there in a bit. Right now FY26 guidance is about $3.6B of revenue. Liabilities (Q1 2026 Form 10Q) So Q1's results aren't bad. I am concerned that debt continues to rise. Uniti continues to stack it. They speak proudly about reduced interest costs. Q1 2026 Earnings Presentation In fact, I think the lower interest is part of this. They seem more comfortable growing the balance. They probably think the growth will be enough to pay it. As a telecom, they offer a fiber product . The growth plan is to make this the core product. Q1 2026 Earnings Presentation Fiber's share of revenue had grown in Q1. They want to make it a majority by Q4. Consumer fiber, connected to homes, is part of it. Management is really harping the hyperscaler use. I'll quote them from the earnings call : When the inference phase fully ramps, a more expansive group of customers will be using AI and will need highly reliable, low latency, ultra-high bandwidth connectivity and the mission-critical advantages of fiber will really rise above all other technologies. Inference AI is special. It's the revenue phase of the tech. I think it makes hyperscalers good customers. That supports some of Uniti's assumptions here. Does that make UNIT a Buy? I'd hesitate to say that. Cash Flow Statement (Q1 2026 Form 10Q) Uniti doesn't have free cash flow. Capex from fiber build-outs is high. They have...
Key Points Its backlog grew to $12.45 billion, and management is optimistic about growth for several more quarters. The commercial HVAC company has seen its shares rise by almost 100% over just the past 12 months. 10 stocks we like better than Comfort Systems USA › The artificial intelligence (AI) revolution is mostly associated with data centers, semiconductors, and hyperscalers. We don't normall...
Key Points Its backlog grew to $12.45 billion, and management is optimistic about growth for several more quarters. The commercial HVAC company has seen its shares rise by almost 100% over just the past 12 months. 10 stocks we like better than Comfort Systems USA › The artificial intelligence (AI) revolution is mostly associated with data centers, semiconductors, and hyperscalers. We don't normally think of heating, cooling, and plumbing companies in that mix. Strangely enough, this is an oversight. Comfort Systems USA (NYSE: FIX), a commercial heating, ventilating, and air-conditioning (HVAC) and mechanical services company, is one of the less-obvious winners of the AI infrastructure boom. AI models require an incredible amount of computing power, which creates significant heat. Heat is generated in data centers, which range in size from thousands to millions of square feet. These facilities require complex thermal management systems to prevent overheating. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Comfort Systems specializes in such commercial and industrial cooling systems. The company has been scooping up contracts for AI build-outs, significantly increasing its backlog. Shares of Comfort Systems have spiked nearly 100% in the past year. The stock's forward P/E ratio has risen substantially from early 2025 and now stands at 47. Because of this, Comfort Systems appears to be trading at a premium now. Still, with a backlog of $12.45 billion and organic revenue growth of 51% year over year this past quarter, the price is justifiable for long-term investors. Comfort Systems also announced in late April a $0.10 increase in its quarterly dividend to $0.80 per share. Investors need to remember that when tech and AI companies hog the headlines, other overlooked companies benefit from their massi...
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall. The risks that can come from buying these assets is precisely why we started StockStory - to isolate the long-term winners from the losers so you ca...
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall. The risks that can come from buying these assets is precisely why we started StockStory - to isolate the long-term winners from the losers so you can invest with confidence. Keeping that in mind, here are three growth stocks expanding their competitive advantages. Nvidia (NVDA) One-Year Revenue Growth: +70.7% Founded in 1993 by Jensen Huang and two former Sun Microsystems engineers, Nvidia (NASDAQ:NVDA) is a leading fabless designer of chips used in gaming, PCs, data centers, automotive, and a variety of end markets. Why Should You Buy NVDA? Impressive 78.3% annual revenue growth over the last two years indicates it’s winning market share this cycle Share buybacks catapulted its annual earnings per share growth to 81.5%, which outperformed its revenue gains over the last five years Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends, and its improved cash conversion implies it’s becoming a less capital-intensive business At $220.12 per share, Nvidia trades at 22.5x forward P/E. Is now a good time to buy? Find out in our full research report, it’s free. Super Micro (SMCI) One-Year Revenue Growth: +56.2% Founded in Silicon Valley in 1993 and known for its modular "building block" approach to server design, Super Micro Computer (NASDAQ:SMCI) designs and manufactures high-performance, energy-efficient server and storage systems for data centers, cloud computing, AI, and edge computing applications. Why Is SMCI a Top Pick? Annual revenue growth of 68.9% over the past two years was outstanding, reflecting market share gains this cycle Unparalleled revenue scale of $33.7 billion gives it an edge in distribution Earnings growth has trumped its pe...