Roku (NASDAQ:ROKU) is the streaming name everyone wants to talk about after a 64.41% EPS beat and a 79.82% one-year run. But here’s what you should actually be watching. Roku is the textbook crowded trade right now. The stock has ripped 15.29% year to date and trades at a trailing P/E of 93 with a ... Forget Roku: This Stock Is a Far Better Value for Long-Term Investors
Roku (NASDAQ:ROKU) is the streaming name everyone wants to talk about after a 64.41% EPS beat and a 79.82% one-year run. But here’s what you should actually be watching. Roku is the textbook crowded trade right now. The stock has ripped 15.29% year to date and trades at a trailing P/E of 93 with a ... Forget Roku: This Stock Is a Far Better Value for Long-Term Investors
J Studios/DigitalVision via Getty Images By Nicholas Tan, Investment Research Analyst @ Khaveen Investments We initiate our coverage of IonQ ( IONQ ) in this analysis. IonQ’s growth has been impressive, climbing from $0.2 million in 2019 to $130 million in 2025. Q1 2026 also grew astoundingly with 754.7% growth YoY. In its latest Q1 FY2026 earnings transcript, management indicated that they are "e...
J Studios/DigitalVision via Getty Images By Nicholas Tan, Investment Research Analyst @ Khaveen Investments We initiate our coverage of IonQ ( IONQ ) in this analysis. IonQ’s growth has been impressive, climbing from $0.2 million in 2019 to $130 million in 2025. Q1 2026 also grew astoundingly with 754.7% growth YoY. In its latest Q1 FY2026 earnings transcript, management indicated that they are "expecting organic revenue growth to be 100% for the full year even exceeding 80% that we reported for 2025." Due to its rapid growth and high management target, we thus examine whether IonQ could meet management's target of 100% growth for 2026. We first assess who IonQ's top customers are and what are the markets it serves. We then analyze what is driving its strong growth. We lastly evaluate whether IonQ has any competitive advantages in its market. US Government As Top Customer Base Company Data, Khaveen Investments We first compile IonQ’s top 10 deals by value and customer GICS breakdown to analyze its top customer base and markets. We find that the US Air Force Research Lab (AFRL) is its largest customer, accounting for a total deal value of $114.50 million or 31.6% of the total deal value. We believe that this could be due to IonQ’s trapped ion quantum hardware for researching and developing new quantum technologies for national defense applications. This is as ARFL pinpointed that “trapped ion systems and their performance demonstrated by high algorithmic qubits” are useful for national defense R&D. According to Data Center Dynamics , ARFL also explained that: “This contract solidifies AFRL's long-term strategic focus in quantum information science. The partnership will accelerate critical quantum science and technology projects, benefiting the Air Force as we seek to maintain our competitive advantage and advance our national security interests.” Based on its top 10 deals by disclosed value since inception, we find that Aerospace and Defense contracts accounted for a...
Gary Yeowell Stock index futures were little changed Tuesday after Wall Street scaled a record high on Monday as President Donald Trump downplayed concerns over Iran talks. Now, here are 5 news stories that broke overnight to watch out for: Citron Research founder found guilty of securities fraud: A U.S. jury on Monday found prominent investor Andrew Left , who runs Citron Research, guilty of secu...
Gary Yeowell Stock index futures were little changed Tuesday after Wall Street scaled a record high on Monday as President Donald Trump downplayed concerns over Iran talks. Now, here are 5 news stories that broke overnight to watch out for: Citron Research founder found guilty of securities fraud: A U.S. jury on Monday found prominent investor Andrew Left , who runs Citron Research, guilty of securities fraud, according to the Justice Department. The verdict represents a notable case involving the short-selling community, whose members have for years published reports and allegations concerning the conduct and management of public companies in the United States and overseas. Nvidia CEO touts Marvell as next $1T chip company : Nvidia ( NVDA ) CEO Jensen Huang said Marvell Technology ( MRVL ) could become the next semiconductor company to reach a $1T market valuation, citing growing demand for AI infrastructure driven by the rise of autonomous AI models. Speaking alongside Marvell CEO Matt Murphy at a trade show in Taipei, Huang outlined his vision for the next phase of AI infrastructure, emphasizing a shift from traditional copper interconnects to optical networking technologies. Nvidia secures supply for AI chip demand: Nvidia ( NVDA ) CEO Jensen Huang stated on Tuesday that the company has secured enough supply to meet robust growth for both CPUs and GPUs amid the ongoing AI boom. The company, considered a barometer for the AI market’s health as its semiconductors are used in virtually every major data center in the world, acknowledged, however, that supply constraints remain a concern. GE Vernova loses bid to exit Vineyard Wind project: A Massachusetts judge has declined to lift an order that forced GE Vernova ( GEV ) to continue work on the Vineyard Wind project off the New England coast or to send the company’s dispute with the $4.5B project’s developer into arbitration, Reuters reported Monday. The judge had issued a preliminary injunction in April that require...
It's a virus that can strike with unrelenting force. The kind of care need to knock it out is often not fully available in a lower resource country like the Democratic Republic of Congo. (Image credit: Glody Murhabazi/AFP)
It's a virus that can strike with unrelenting force. The kind of care need to knock it out is often not fully available in a lower resource country like the Democratic Republic of Congo. (Image credit: Glody Murhabazi/AFP)
Founder of ‘anti-woke’ PR firm to pay £910 to woman whose hair she pulled at Bond Street tube station last October A Maga influencer has admitted assaulting a woman at a London tube station during an altercation. Melissa Rein Lively, 40, the founder of the “anti-woke” America First Public Relations firm in the US, allegedly pulled a woman’s hair in a “forceful manner” at Bond Street station last O...
Founder of ‘anti-woke’ PR firm to pay £910 to woman whose hair she pulled at Bond Street tube station last October A Maga influencer has admitted assaulting a woman at a London tube station during an altercation. Melissa Rein Lively, 40, the founder of the “anti-woke” America First Public Relations firm in the US, allegedly pulled a woman’s hair in a “forceful manner” at Bond Street station last October. Continue reading...
Founder of ‘anti-woke’ PR firm to pay £910 to woman whose hair she pulled at Bond Street tube station last October A Maga influencer has admitted assaulting a woman at a London tube station during an altercation. Melissa Rein Lively, 40, the founder of the “anti-woke” America First Public Relations firm in the US, allegedly pulled a woman’s hair in a “forceful manner” at Bond Street station last O...
Founder of ‘anti-woke’ PR firm to pay £910 to woman whose hair she pulled at Bond Street tube station last October A Maga influencer has admitted assaulting a woman at a London tube station during an altercation. Melissa Rein Lively, 40, the founder of the “anti-woke” America First Public Relations firm in the US, allegedly pulled a woman’s hair in a “forceful manner” at Bond Street station last October. Continue reading...
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: John O'Toole, Amundi, CIO Solutions Global Head; Mariana Mazzucato, UCL, Economics of Innovation and Public Value Profe...
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: John O'Toole, Amundi, CIO Solutions Global Head; Mariana Mazzucato, UCL, Economics of Innovation and Public Value Professor & Author, 'The Common Good Economy: A New Compass Author' & Anoush Ehteshami, Durham University, International Relations Professor. (Source: Bloomberg)
Artificial intelligence is emerging as a powerful catalyst for entrepreneurship, helping drive a sharp increase in new business formation across the United States, according to Apollo Global Management's chief economist, Torsten Slok. Slok noted that advances in AI and large language models are significantly lowering the barriers to starting a company. Tasks that once required large teams, special...
Artificial intelligence is emerging as a powerful catalyst for entrepreneurship, helping drive a sharp increase in new business formation across the United States, according to Apollo Global Management's chief economist, Torsten Slok. Slok noted that advances in AI and large language models are significantly lowering the barriers to starting a company. Tasks that once required large teams, specialized expertise, and substantial capital can now be completed more efficiently through AI-powered tools, reducing both the cost and complexity of launching and operating a business. The trend is contributing to a surge in entrepreneurial activity as founders gain access to technology that can streamline everything from software development and marketing to customer service and administrative functions. As a result, smaller firms can increasingly compete in areas that previously favored larger, more established companies. However, Slok cautioned that the long-term implications extend beyond business creation. While AI is enabling new companies to emerge and grow more quickly, it is also accelerating disruption across existing industries. Over time, the economist expects these shifts to have a meaningful impact on the U.S. labor market. As some businesses expand and others face competitive pressure from AI-driven innovation, workforce demand is likely to evolve, creating both opportunities and challenges for workers adapting to a rapidly changing economic landscape. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets JPMorgan sees the bond yield surge fading in the second half of 2026 Evercore sees S&P 500 climbing to 7,750 on relentless AI demand The AI boom is creating jobs, not destroying them, Apollo says BofA highlights a consistent post-bubble pattern from 1929 to today Citadel Securities highlights best S&P...
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images FedEx Freight ( FDXF ) just spun off from FedEx ( FDX ), which now becomes a pure-play North American less-than-truckload (LTL) carrier. The company was included in major indices, like the S&P 500 ( SPY ) and Dow Jones Transportation Average ( DJT:IND ), which creates demand because the indices and benchmarks will have to add the com...
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images FedEx Freight ( FDXF ) just spun off from FedEx ( FDX ), which now becomes a pure-play North American less-than-truckload (LTL) carrier. The company was included in major indices, like the S&P 500 ( SPY ) and Dow Jones Transportation Average ( DJT:IND ), which creates demand because the indices and benchmarks will have to add the company automatically to the holdings. The company FedEx Freight, as I mentioned earlier, is positioned as the largest pure-play LTL carrier in North America. It’s got a massive network dedicated to palletized, LTL shipments instead of parcel. The company has tiered product offerings as its core business, which trade off time versus price. Priority, which does exactly as it says on the pallet: fastest transit time, priced above average. Economy: a naturally slower, lower-priced option for freight that is not time-sensitive, and Direct: integrated services for end-to-end coverage across the network. The company will also have a subsidiary called FedEx Custom Critical , which provides higher-value, expedited solutions, like white-glove services, and time- and temperature-specific shipments, and will operate 24/7/365 and will be seen as more of a premium offering for niche logistics needs than the core LTL offerings. The company’s network is vast. It employs over 40,000 employees and has a fleet of nearly 30,000 vehicles, including 17,000 tractors. It has over 365 service centers, which translates to more than 26,000 service center doors. This is one of the key metrics for LTL because doors and docks constrain throughput. Freight will continue to be available in all 50 states plus Canada, Mexico, Puerto Rico, and the US Virgin Islands. FedEx distributed 80.1% of outstanding FDXF shares pro rata to FDX shareholders, at a rate of one FDXF share for every two FDX shares that they held as of May 15th. The shareholders receive cash in lieu of fractional FDXF shares. FDX retained 19.9%...