vzphotos With another surge last week, Micron ( MU ) extended a dramatic upswing that has made the stock one of the hottest names of the AI trade. As the top performer among the big AI names over the past year, MU has easily outpaced the recent stock performance of former AI infrastructure darling Nvidia ( NVDA ). With its recent momentum, has Micron displaced Nvidia the new face of the AI trade? ...
vzphotos With another surge last week, Micron ( MU ) extended a dramatic upswing that has made the stock one of the hottest names of the AI trade. As the top performer among the big AI names over the past year, MU has easily outpaced the recent stock performance of former AI infrastructure darling Nvidia ( NVDA ). With its recent momentum, has Micron displaced Nvidia the new face of the AI trade? Micron's Latest Surge Micron ( MU ) jumped 19% last Tuesday and followed up with further gains the next day. The catalyst for the latest advance was an aggressively bullish note from UBS, which raised its price target for the stock to a Wall Street high. With this latest advance, MU has now climbed more than 200% so far in 2026 and is up around 900% over the past 12 months. Among the key large-cap AI stocks, this represents the highest one-year performance. The screener below shows AI supply chain and AI/machine learning stocks with market caps above $10B. The list is then sorted by one-year performance (for the full screen, click here ): Large-cap AI stocks sorted by one-year performance (Seeking Alpha) In topping the list, MU outshines names like IREN ( IREN ), Applied Digital ( APLD ), Tower Semiconductor ( TSEM ), Intel ( INTC ), Nebius ( NBIS ), and DigitalOcean Holdings ( DOCN ) -- stocks that have all climbed 400% or more in the past year. Meanwhile, Teradyne ( TER ), AMD ( AMD ), and ASE Technology ( ASX ) are also among the top 10 one-year performances for large AI players. Notably missing from the top 10: Nvidia ( NVDA ). The original AI darling ranks 48th in one-year performance for stocks with a market cap above $10B. Shares have climbed "only" 63% over the past year and a relatively modest 20% so far in 2026. MU vs. NVDA: The Last 3 Years Looking further back, MU still outperforms NVDA on a three-year timeframe, climbing more than 1,200% over that time. This compares to a rise of about 400% for NVDA. Still, a closer look at the three-year chart shows a more com...
The American Medical Association came out swinging this weekend at an executive order President Trump signed Friday that reaffirms intentions to model US childhood vaccine recommendations after those of Denmark—a country with universal healthcare, less diversity, and a population about the size of Maryland's. “There is no credible scientific evidence to support," such a change, AMA President Bobby...
The American Medical Association came out swinging this weekend at an executive order President Trump signed Friday that reaffirms intentions to model US childhood vaccine recommendations after those of Denmark—a country with universal healthcare, less diversity, and a population about the size of Maryland's. “There is no credible scientific evidence to support," such a change, AMA President Bobby Mukkamala said in a statement. The current vaccine schedule "is built on decades of rigorous research and real-world data, and it is designed to protect children in the US when they are most vulnerable based on our nation’s disease burden," he said. The plan to align federal childhood vaccine recommendations with Denmark's was first revealed by anti-vaccine Health Secretary Robert F. Kennedy Jr. in January . The overhaul would see the total number of recommended immunizations drop from 17 to 11, walking back recommendations for shots against rotavirus, COVID-19, influenza, meningococcal disease, hepatitis A, and hepatitis B. It stemmed from a December executive order by Trump to align US vaccine recommendations with the " best practices from peer, developed countries ." Read full article Comments
Surging memory costs are pushing action-camera maker GoPro Inc. to the brink. The company, founded by Nicholas Woodman , warned of risks to its ability to continue as a going concern and is seeking financing to avert a default, according to a latest filing. The San Mateo, California-based company reported a 26% revenue decline for the first quarter and disclosed at the time that it had received wa...
Surging memory costs are pushing action-camera maker GoPro Inc. to the brink. The company, founded by Nicholas Woodman , warned of risks to its ability to continue as a going concern and is seeking financing to avert a default, according to a latest filing. The San Mateo, California-based company reported a 26% revenue decline for the first quarter and disclosed at the time that it had received waivers from its lender after failing to comply with loan covenants. In an additional filing on Monday, the company said there is “substantial doubt about the company’s ability to continue as a going concern” and expects to file an update for its financial statements. Shares of the company fell as much as 14% on Monday. GoPro has previously discussed some of the reasons for its difficulties. Last month the company said its earnings forecast has been “significantly impacted” by events such as an 80% to 115% increase in memory prices. The business crisis is one of the side-effects of the global artificial intelligence boom, which has pushed up demand for memory and driven prices higher. Phones, cars, electronic devices makers have reported the impact as suppliers move more production away from consumer devices to high-margin AI server chips. GoPro said it learned from suppliers in April about a planned reduction in memory supply, which would reduce the camera maker’s forecasted sales. The company doesn’t expect to comply with several loan covenants. It also doesn’t expect to have enough liquidity to meet obligations if default or cross-default provisions are triggered and its outstanding debt become due, it said. The company has engaged advisors to evaluate strategic alternatives, including a potential sale or merger of the business, it disclosed earlier. It is also exploring opportunities in the defense and aerospace sector for “new markets and product categories.” GoPro already plans to cut its global staff by about 23%, it said in April. The company has a $50 million second-...
Some news: The Vergecast is now a daily podcast ! Starting today, we'll be posting every weekday, with even more gadgets and rankings and conversations and feelings and podcasts-within-podcasts. We're excited for all the ways this new schedule lets us tell new kinds of stories, experiment with new tech and new formats, and involve you even more in the show. (The other immediate change to know abou...
Some news: The Vergecast is now a daily podcast ! Starting today, we'll be posting every weekday, with even more gadgets and rankings and conversations and feelings and podcasts-within-podcasts. We're excited for all the ways this new schedule lets us tell new kinds of stories, experiment with new tech and new formats, and involve you even more in the show. (The other immediate change to know about: We'll be publishing the show in the afternoons going forward, so we can include the day's biggest news in our 90 Seconds on The Verge segment. The goal is to always be live before 4PM ET. Often well before.) As we've been preparing for our new … Read the full story at The Verge.
The Hong Kong Securities and Futures Commission and the Hong Kong Monetary Authority updated rules governing investment account openings by mainland clients in the city. Photo: VCG Residents from the Chinese mainland seeking to buy insurance in Hong Kong remain unaffected by a recent regulatory crackdown targeting illegal cross-border investments, according to banks and industry executives. The re...
The Hong Kong Securities and Futures Commission and the Hong Kong Monetary Authority updated rules governing investment account openings by mainland clients in the city. Photo: VCG Residents from the Chinese mainland seeking to buy insurance in Hong Kong remain unaffected by a recent regulatory crackdown targeting illegal cross-border investments, according to banks and industry executives. The reassurance follows a joint campaign launched by the China Securities Regulatory Commission (CSRC) and other ministries to curb illicit cross-border financial activities. The move prompted some Hong Kong banks to suspend opening new investment accounts for mainland clients.
felixmizioznikov AutoNation ( AN ) was added to Evercore ISI's Best SMID ‘Core’ Ideas, which is a compilation of the firm's top small- and mid-cap stock picks Analyst Chris McNally said the 80-20 SAAR Rule makes the firm bullish on the U.S. auto dealers group. McNally believes ~80% of dealer sentiment (and thus PE) may be driven by new SAAR, even though it drives just ~20% of profits. Evercore is ...
felixmizioznikov AutoNation ( AN ) was added to Evercore ISI's Best SMID ‘Core’ Ideas, which is a compilation of the firm's top small- and mid-cap stock picks Analyst Chris McNally said the 80-20 SAAR Rule makes the firm bullish on the U.S. auto dealers group. McNally believes ~80% of dealer sentiment (and thus PE) may be driven by new SAAR, even though it drives just ~20% of profits. Evercore is positive on SAAR trends due to a supportive U.S. macroeconomic backdrop that includes a K economy, rate cuts, BBB incentives, and rebate checks. In addition to the contrarian call on SAAR, McNally and his team see a multiyear runway for dealers due to capital allocation (buyback coupled with bolt-on M&A), defensive cyclical EPS power, and "car-parc driven strength" in F&I and aftermarket. AutoNation ( AN ) was called the cleanest serial compounder in the auto dealers sector, with +50% upside implied by Evercore's price target of $300. More on AutoNation AutoNation, Inc. (AN) Q1 2026 Earnings Call Transcript AutoNation, Inc. 2026 Q1 - Results - Earnings Call Presentation AutoNation: AI To Disrupt The Dealership's Cash Cow Auto dealerships' high-margin back-end businesses underappreciated by investors — UBS Autonation outlines $300M-$325M 2026 capex plan while targeting 150 bps SG&A improvement
CPI FIM (BDL:ORCL) continues to draw attention after a recent shift in its share performance, with the stock down 5% year to date but up over the past month and over the past 3 months. See our latest analysis for CPI FIM. Recent trading paints a mixed picture for CPI FIM, with the 30 day share price return of 10.47% and 90 day share price return of 6.74% contrasting with a year to date share price...
CPI FIM (BDL:ORCL) continues to draw attention after a recent shift in its share performance, with the stock down 5% year to date but up over the past month and over the past 3 months. See our latest analysis for CPI FIM. Recent trading paints a mixed picture for CPI FIM, with the 30 day share price return of 10.47% and 90 day share price return of 6.74% contrasting with a year to date share price decline of 5%. At the same time, the 3 year total shareholder return of 155.38% and 5 year total...
A screen of U.S. industrial stocks with market capitalizations less than $2B highlights ACCO Brands ( ACCO ), Alight ( ALIT ) and Bimergen Energy ( BESS ) among the market's most attractively valued companies relative to their sector peers. Seeking Alpha's valuation grade compares how expensive or cheap a stock is relative to others in its sector. It is based on a combination of valuation metrics ...
A screen of U.S. industrial stocks with market capitalizations less than $2B highlights ACCO Brands ( ACCO ), Alight ( ALIT ) and Bimergen Energy ( BESS ) among the market's most attractively valued companies relative to their sector peers. Seeking Alpha's valuation grade compares how expensive or cheap a stock is relative to others in its sector. It is based on a combination of valuation metrics such as P/E, PEG, EV/Sales, EV/EBITDA, EV/EBIT, Price/Sales, Price/Book, Price/Cash Flow, and dividend yield, using both current and forward estimates. Most cheap U.S. stocks by valuation grade (market cap less than $2B): ACCO Brands ( ACCO ): Valuation A+ . Alight ( ALIT ): Valuation A+ . Bimergen Energy ( BESS ): Valuation A+ . Bitcoin Depot ( BTMCQ ): Valuation A+ . Capstone Holding ( CAPS ): Valuation A+ . Conduent ( CNDT ): Valuation A+ . Concentrix ( CNXC ): Valuation A+ . Cheetah Net Supply Chain Service ( CTNT ): Valuation A+ . Cycurion ( CYCU ): Valuation A+ . FGI Industries ( FGI ): Valuation A+ . More on industrial stocks Bimergen Energy Corporation (BESS) Discusses Utility-Scale Battery Storage Development and Revenue Model Transcript Conduent Incorporated 2026 Q1 - Results - Earnings Call Presentation Conduent Incorporated (CNDT) Shareholder/Analyst Call Prepared Remarks Transcript CNDT, WATT among industrial stocks set to join Russell Microcap; BLBD, AMPX to exit Cycurion to acquire Secuvant in deal valued at about $2.9M
The US State Department plans to drastically slash the number of US embassies and consulates in Africa that can process visas for foreigners seeking to go to the United States. The almost 50 US embassies and consulates that are processing visa applications will be reduced to 20 in the coming weeks, according to three US officials and an internal memo obtained by Associated Press. There is not yet ...
The US State Department plans to drastically slash the number of US embassies and consulates in Africa that can process visas for foreigners seeking to go to the United States. The almost 50 US embassies and consulates that are processing visa applications will be reduced to 20 in the coming weeks, according to three US officials and an internal memo obtained by Associated Press. There is not yet a set date for the change, but it is expected in June, according to the officials, who were not...
10 Examples That Show That The Chaos & Lawlessness In The Streets Of America Is Totally Out Of Control Authored by Michael Snyder via TheMostImportantNews.com, We aren’t supposed to talk about the social decay that is running rampant all around us. Instead, we are supposed to just shut our mouths and pretend that everything is just fine. But that isn’t the truth. Homelessness is the worst that it ...
10 Examples That Show That The Chaos & Lawlessness In The Streets Of America Is Totally Out Of Control Authored by Michael Snyder via TheMostImportantNews.com, We aren’t supposed to talk about the social decay that is running rampant all around us. Instead, we are supposed to just shut our mouths and pretend that everything is just fine. But that isn’t the truth. Homelessness is the worst that it has ever been, more Americans are addicted to drugs than ever before, gang members outnumber the police, women are being sexually assaulted in staggering numbers, thieves are having a field day and street violence is seemingly everywhere. Of course if crimes never get reported they never show up in the official numbers, do they? We know that there have been instances where the crime numbers have been purposely manipulated in order to make local politicians look better. But no matter how much corrupt officials monkey with the numbers, nobody can deny the reality of what is going on in our neighborhoods. The following are 10 examples that show that the chaos and lawlessness in the streets of America is totally out of control… #1 In Seattle, people living near Aurora Avenue have put up “large homemade barricades” in a desperate attempt to keep the rising tide of lawlessness away from their homes… Residents in a troubled Seattle neighborhood have begun erecting large homemade barricades across residential streets after a surge of gun violence left many fearing for their safety. Neighbors living near Aurora Avenue say repeated shootings, alleged prostitution activity and late-night chaos have pushed the community to a breaking point. Following another burst of gunfire over the weekend, frustrated residents took matters into their own hands by physically blocking off nearby roads in an effort to keep traffic and suspected criminal activity out of the area, Fox 13 reported. If I was living in that area of Seattle, I would probably take even more drastic actions. Personally, I don’...
mofles/iStock via Getty Images Heliostar Metals Ltd. ( HSTR:CA ) ( HSTXF ) is a gold producer and developer with a base of operations set in Mexico, along with some properties in Utah & Alaska. The company has been buying projects at substantial discounts going back to 2022, before the recent move in gold prices. The company has a very aggressive goal of reaching 500k in annual production by 2030,...
mofles/iStock via Getty Images Heliostar Metals Ltd. ( HSTR:CA ) ( HSTXF ) is a gold producer and developer with a base of operations set in Mexico, along with some properties in Utah & Alaska. The company has been buying projects at substantial discounts going back to 2022, before the recent move in gold prices. The company has a very aggressive goal of reaching 500k in annual production by 2030, which, at the current gold price, would be annual revenue of $2.3B. With a current market cap of $577.8m CAD, this would seem to be a very audacious goal. This article walks through the company’s current operations and the timelines to reach this goal while looking at both the catalysts and risks that make Heliostar a great option for investors looking to see a substantial re-rating in the commodity sector. The Pipeline The company has 5 assets it is working on in Mexico and 2 in the USA: Heliostar Product Portfolio (Company Presentation) The company began acquiring these assets in 2022, with the acquisition of the Ana Paula project from Argonaut for $10m USD, with future payments of $10m USD cash and $10m USD in cash or shares. They did an additional acquisition from Florida Canyon Gold in 2024; they acquired the La Colorada and San Augustin mines, the early-stage Cerro de Gallo Project, and the full ownership of the San Antonio project, which had come with the original Ana Paula transaction for $5m while also eliminating the $20m in milestone payments on Ana Paula. They were not finished adding assets to their portfolio through acquisition, as they recently acquired the 1m oz Goldstrike project in Utah from Liberty Gold in April 2026 . This was at a substantially higher amount of consideration, totaling $75m if all milestones are met, than previous acquisitions, but the macro environment had substantially strengthened as well. Management did seem to indicate that there was some potential to combine this with their Alaska asset, Unga, but it seemed that they felt it was s...
Las Vegas has suffered from uneven tourism trends as well as sports-betting competition, but analysts say there’s reason to believe things are looking up for Sin City.
Las Vegas has suffered from uneven tourism trends as well as sports-betting competition, but analysts say there’s reason to believe things are looking up for Sin City.
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets have been volatile due to uncertainty about the status of peace deal negotiations between the United States and Iran. The market was mixed for most of the session amid rising oil prices and interest rates, but rallied ar...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets have been volatile due to uncertainty about the status of peace deal negotiations between the United States and Iran. The market was mixed for most of the session amid rising oil prices and interest rates, but rallied around 1:45 p.m. after President Donald Trump said on Truth Social that "talks are continuing, at a rapid pace, with the Islamic Republic of Iran." The FedEx-FedEx Freight breakup is complete , with shareholders receiving 1 share of FDXF for every 2 shares of FDX owned. From the portfolio's perspective, we received 50 FDXF shares from the 100 FDX shares we bought on May 18. FedEx retained 19.9% of the outstanding FedEx Freight shares and plans to divest its stake within 24 months. FedEx Freight is the largest less-than-truckload (LTL) carrier in North America with the broadest network and industry-leading transit times. The LTL market combines freight that's too big or heavy for regular parcel delivery but not large enough for a full truckload from multiple customers onto the same truck. This allows businesses to ship smaller loads more efficiently without paying for an entire trailer. At an investor day held in April, Freight's management estimated it will generate $8.7 billion in revenue in 2026 with adjusted operating income of about $1.1 billion, representing a margin of about 12%. The company is targeting medium-term compound annual revenue growth of 4% to 6%, alongside adjusted operating income growth of 10% to 12%. This includes expanding margins from 15% from about 12% today through four key drivers: investments in LTL-focused capabilities, automation, and technology; enhancing its customer mix by adding higher-yielding customers; focusing on ongoing efficiency initiatives and improving cost to serve; and expediting Transition Service Agreement (TSA) exits to accelera...
Alphabet is the most resilient AI play on the market. Fueled by real cash flow from its classic advertising business and protected from cloud computing deflation, Google is built to survive any macroeconomic "crash test."
Alphabet is the most resilient AI play on the market. Fueled by real cash flow from its classic advertising business and protected from cloud computing deflation, Google is built to survive any macroeconomic "crash test."