Investing.com -- Goldman Sachs CEO David Solomon said Tuesday that there is sufficient capital available as major artificial intelligence companies prepare to enter public markets.
Investing.com -- Goldman Sachs CEO David Solomon said Tuesday that there is sufficient capital available as major artificial intelligence companies prepare to enter public markets.
Anecdonet Com/iStock via Getty Images Credo Technology Group Holding Ltd. ( CRDO ) reported Q4 earnings after the close Monday, and shares are selling off as investors assess the company's growth and take profits after a steep run-up. I think the results reaffirm the Credo bull case, and I will be adding to my position. Data by YCharts In my last piece on CRDO, I discussed the company's product po...
Anecdonet Com/iStock via Getty Images Credo Technology Group Holding Ltd. ( CRDO ) reported Q4 earnings after the close Monday, and shares are selling off as investors assess the company's growth and take profits after a steep run-up. I think the results reaffirm the Credo bull case, and I will be adding to my position. Data by YCharts In my last piece on CRDO, I discussed the company's product portfolio and how it was preparing to capture future data center capex, rating the stock a Strong Buy. That article can be read here . It has since risen by more than 40% relative to 7.5% for the S&P 500 ( SPY ) and is up by nearly 120% since my initial call in February. We now return to the stock in the midst of elevated volatility and conflict narratives— on one side, the market appears disappointed by Credo's quarterly report as the stock trades down 3% on Tuesday as I write this (though it was down as much as 12% after hours on Monday); on the other side, Marvell ( MRVL ) is up 23%, and the AI networking sector is running as Nvidia ( NVDA ) CEO Jensen Huang talked up the former and said it could be "the next trillion-dollar company." While this is high praise, and I'm certainly bullish on the sector as well, I should note that Huang and Nvidia do own an equity stake in MRVL and are likely simply talking their book, as it were. Regardless, this is the current state of market sentiment, so with that context, let's quickly recap Credo's Q4 2026 report : Credo Q4 2026 Press Release As expected, the AI data center build-out gave Credo's operating results a substantial boost as revenue of $437 million grew by 157% YoY and 7.4% QoQ, non-GAAP gross margin expanded to 68.3% (+90 bps YoY/-30 bps QoQ), and non-GAAP EPS came in at $1.16 (+230% YoY/+8.4% QoQ). Active electrical cables (AECs) remain the core of the business as they continue their dominance in 100G-per-lane (800G) deployments and maintain viability within 200G-per-lane (1.6T) deployments in the intra-rack domain as well...
Earnings Call Insights: Citi Trends (CTRN) Q1 2026 Management View "Simply stated, we had an excellent quarter" with "strong momentum early in Q2 as well with quarter-to-date comps in the high single digits" (CEO & Chairman Kenneth Seipel). "In Q1, we generated $13.9 million of EBITDA" and "exceptional comparable store sales growth of 13.9%" with a "2-year stack of 23.8%" (CEO Seipel). "Our gross ...
Earnings Call Insights: Citi Trends (CTRN) Q1 2026 Management View "Simply stated, we had an excellent quarter" with "strong momentum early in Q2 as well with quarter-to-date comps in the high single digits" (CEO & Chairman Kenneth Seipel). "In Q1, we generated $13.9 million of EBITDA" and "exceptional comparable store sales growth of 13.9%" with a "2-year stack of 23.8%" (CEO Seipel). "Our gross margin rate expanded by 40 basis points" while "SG&A was well controlled and leveraged by 250 basis points versus last year" (CEO Seipel). "Family footwear continued its momentum" and in footwear, "off-price and extreme value strategy continues to gain momentum"; men’s delivered "a very strong quarter"; children’s "had another strong quarter"; and women’s apparel remains "a significant opportunity" as Citi Trends "continue[s] to reposition" the business (CEO Seipel). "Total sales for the first quarter were $230.9 million" and "gross margin increased 40 basis points versus last year to 40%"; freight was "higher than planned due to rising fuel surcharges" and "we expect that headwind to continue throughout the year" (CFO Heather Plutino). "Our balance sheet remains healthy with $81.1 million in cash at the end of the quarter, no debt and no drawings on our $75 million revolver" (CFO Plutino). Outlook "We are updating our outlook for fiscal 2026" to "comparable store sales growth of 8% to 10%" and "total sales" growth of "9% to 11%" (CFO Plutino). "Gross margin is expected to expand approximately 50 to 70 basis points compared to 39.6% in fiscal 2025" and the company said its "revised expectation for freight expense drove the decrease from our prior outlook of 100 basis points of margin rate expansion" (CFO Plutino). "Adjusted SG&A leverage" is now expected at "140 to 160 basis points versus fiscal 2025, higher than previous outlook of 70 to 100 basis points of leverage" (CFO Plutino). "Adjusted EBITDA is expected to be in the range of $35 million to $40 million" and "capital ...
A screen of communications services ( XLC ) stocks with market capitalizations between $300M and $2B highlights Emerald Holding ( EEX ), IDT ( IDT ), and Shenandoah Telecommunications Company ( SHEN ) among the market's least attractive names based on their valuation grades. The valuation grade compares how expensive or inexpensive a stock is relative to others in its sector. It is based on a comb...
A screen of communications services ( XLC ) stocks with market capitalizations between $300M and $2B highlights Emerald Holding ( EEX ), IDT ( IDT ), and Shenandoah Telecommunications Company ( SHEN ) among the market's least attractive names based on their valuation grades. The valuation grade compares how expensive or inexpensive a stock is relative to others in its sector. It is based on a combination of valuation metrics, such as P/E, PEG, price-to-sales, and price-to-cash-flow ratios, using both current and forward estimates. The overall valuation grade is derived from a comparison of all underlying metrics and reflects how attractively a stock is priced relative to its sector peers. The least attractively valued communications services stocks by valuation grade (market capitalizations between $300M and $2B) are: Emerald Holding ( EEX ): valuation grade F IDT ( IDT ): valuation grade D- Shenandoah Telecommunications Company ( SHEN ): valuation grade D- Sify Technologies ( SIFY ): valuation grade D- Anterix ( ATEX ): valuation grade D Newsmax ( NMAX ): valuation grade D Nextdoor Holdings ( NXDR ): valuation grade D Ibotta ( IBTA ): valuation grade D+ Marcus Corp ( MCS ): valuation grade D+ Reservoir Media ( RSVR ): valuation grade D+ More on Communication Services Select Sector SPDR Fund The Higher They Climb: 3 Non-Chip ETFs Exposed To An AI Stock Meltdown A Subtle Change Took Place For The Capex Story After A Chaotic Q1, I'm Buying XLK And XLC As The Market Exhales Iridium Communications, Telephone and Data Systems lead list of least attractively valued mid-cap communications services stocks EA, Fox lead list of least attractively valued large-cap communications services stocks
Pla2na A screen of U.S. REITs with market capitalizations between approximately $2B and $10B highlights several mid-cap companies among the market's most expensive names based on valuation grades. Seeking Alpha's valuation grade compares how expensive or cheap a stock is relative to others in its specific sector. The score is calculated using a comprehensive combination of underlying valuation met...
Pla2na A screen of U.S. REITs with market capitalizations between approximately $2B and $10B highlights several mid-cap companies among the market's most expensive names based on valuation grades. Seeking Alpha's valuation grade compares how expensive or cheap a stock is relative to others in its specific sector. The score is calculated using a comprehensive combination of underlying valuation metrics—including P/E, PEG, EV/Sales, EV/EBITDA, EV/EBIT, Price/Sales, Price/Book, Price/Cash Flow, and dividend yield—factoring in both current and forward estimates. The overall valuation grade is derived from a comparison of all underlying metrics and reflects how attractively the stock is priced compared to its sector peers. Least attractive U.S. mid-cap REIT stocks by valuation grade: American Healthcare REIT ( AHR ): Valuation Grade F Curbline Properties ( CURB ): Valuation Grade F Janus Living ( JAN ): Valuation Grade F Terreno Realty ( TRNO ): Valuation Grade F First Industrial Realty Trust ( FR ): Valuation Grade D- Fermi Inc. ( FRMI ): Valuation Grade D- Vornado Realty Trust ( VNO ): Valuation Grade D- Acadia Realty Trust ( AKR ): Valuation Grade D InvenTrust Properties ( IVT ): Valuation Grade D The Macerich Company ( MAC ): Valuation Grade D More on American Healthcare REIT, Curbline Properties Corp., etc. Vornado Realty Trust: Comprehensive Analysis Of The Company And Its Financial Instruments Fermi Inc. (FRMI) Shareholder/Analyst Call Prepared Remarks Transcript American Healthcare REIT Is Capitalizing On Extremely Favorable Fundamentals Macerich sets 2028 FFO target at $1.80-$2.00 per share Janus Living announces public offering of 25M Class A-1 common stock shares
Oklo (NYSE: OKLO) and NuScale (NYSE: SMR) are both targeting the next wave of nuclear power demand, but their paths are very different. NuScale has the regulatory head start, while Oklo's ownership model could create decades of recurring power revenue if it can execute.
Oklo (NYSE: OKLO) and NuScale (NYSE: SMR) are both targeting the next wave of nuclear power demand, but their paths are very different. NuScale has the regulatory head start, while Oklo's ownership model could create decades of recurring power revenue if it can execute.
Mathematicians warned against rising tech industry influence in a declaration describing the many challenges that AI poses to mathematics research. The timing of the declaration comes two weeks after OpenAI publicized one of its AI models as having disproved an 80-year-old mathematical conjecture in geometry. The declaration was developed by a working group of 16 researchers over eight months foll...
Mathematicians warned against rising tech industry influence in a declaration describing the many challenges that AI poses to mathematics research. The timing of the declaration comes two weeks after OpenAI publicized one of its AI models as having disproved an 80-year-old mathematical conjecture in geometry. The declaration was developed by a working group of 16 researchers over eight months following a conference held at Leiden University in the Netherlands in September 2025. Published on June 2, 2026, the resulting Leiden Declaration on Artificial Intelligence and Mathematics has been endorsed by the International Mathematical Union—the international non-governmental organization that hosts conferences and oversees the most prestigious prizes in mathematics such as the Fields Medal . “Mathematicians should find it quite striking that tech companies are suddenly interested in their work,” said Kevin Buzzard , a mathematician at Imperial College London, in a statement . “The Leiden Declaration is a well-thought-through response to what is currently happening, as AI continues to disrupt this space.” Read full article Comments
bgwalker Target ( TGT ) could announce a lower dividend in June, which would end its 57-year streak of annual dividend increases. Analysts expect a consensus annual dividend of $4.55 per share, implying a quarterly dividend of nearly $1.1375, which would represent a 0.219% decrease from the prior payout of $1.14.The company last paid a dividend of $1.14 per share in June 2026, representing an annu...
bgwalker Target ( TGT ) could announce a lower dividend in June, which would end its 57-year streak of annual dividend increases. Analysts expect a consensus annual dividend of $4.55 per share, implying a quarterly dividend of nearly $1.1375, which would represent a 0.219% decrease from the prior payout of $1.14.The company last paid a dividend of $1.14 per share in June 2026, representing an annual yield of 3.69%. It was 1.78% higher than last year's $1.12. The retailer has delivered a 5-year dividend growth rate of about 10.89% and maintains an annual payout ratio of 56.89%. The company holds B- rating for dividend safety, a B rating for growth, a C+ rating for dividend yield, and an A+ rating for consistency. The company, in its most recent quarterly results, reported a 6.7% jump in sales to $25.4B. More on Target Target's Bear Case Is Looking Less Solid As Sales And Traffic Begin To Rebound Target: Take Some Chips Off The Table (Rating Downgrade) Target Corporation (TGT) Q1 2026 Earnings Call Transcript Insider trades: Baidu, Target among notable names Target's sales are on the rise - now it's looking to improve customer perception
Microsoft Corp. announced an updated quantum-computing chip, betting it can set up a commercially useful machine by 2029. The company introduced the Majorana 2 on Tuesday at its Build developer conference in San Francisco. The chip is a sequel to a research device that generated controversy in the close-knit quantum-computing community when it debuted a year ago. Several large companies are racing...
Microsoft Corp. announced an updated quantum-computing chip, betting it can set up a commercially useful machine by 2029. The company introduced the Majorana 2 on Tuesday at its Build developer conference in San Francisco. The chip is a sequel to a research device that generated controversy in the close-knit quantum-computing community when it debuted a year ago. Several large companies are racing to build working quantum computers, which they argue will transform finance, medicine and cybersecurity. While some have demonstrated impressive advances recently, none has been able to demonstrate applications beyond research. Microsoft is taking a unique approach, called topological qubits, which is different than the path used by Google, IBM and other companies. Microsoft’s new device boasts 12 qubits, the foundational units of quantum computing, up from 8 in the prior model. But Microsoft says its main achievement is that the qubits themselves last longer than 20 seconds. Qubits harnessed by the prior model blinked out of existence in less than 12 milliseconds, the company says. Majorana 2 also swaps in a lead superconductor for the prior model’s aluminum connectors. “Based on this rapid progress, we are accelerating our roadmap to a scalable, practical quantum computer,” said Chetan Nayak, a Microsoft technical fellow and executive who works on Quantum hardware. “We have cut our timeline in half and now aim to reach this target by 2029.” Read More: IBM Shares Soar on US Funding for $2 Billion Quantum Push Traditional computing is predicated on information encoded as either a one or a zero. Quantum bits — qubits — instead represent the probability of both, equipping theoretical quantum machines with the ability to solve problems beyond the reach of classical computers. The catch is that the qubits require precisely controlled, supercooled environments to exist in the first place and are prone to errors in calculations and vanishingly short lifespans. Microsoft’s approa...