Monty Rakusen/DigitalVision via Getty Images ChargePoint ( CHPT ) is a company I have been following in the EV (electric vehicle) ecosystem. As a leading EV charging network operator with presence in North America and Europe, I view it as a potentially interesting play with exposure to not just infrastructure but also electrification and decarbonization tailwinds. Its revenue comes from three reve...
Monty Rakusen/DigitalVision via Getty Images ChargePoint ( CHPT ) is a company I have been following in the EV (electric vehicle) ecosystem. As a leading EV charging network operator with presence in North America and Europe, I view it as a potentially interesting play with exposure to not just infrastructure but also electrification and decarbonization tailwinds. Its revenue comes from three revenue streams, though the big portion of it comes from two streams, Networked Charging Systems (NCS) and Subscriptions. NCS is where it provides the charging hardware and installation for its clients, while Subscription is the recurring revenue generated from clients’ subscriptions to its platform primarily for network access and support. CHPT’s competitors include the likes of Blink Charging or EVgo, a company I covered before as well. Since its public debut via SPAC, CHPT’s share performance has been underwhelming overall. It used to trade around $200 to $400 range in the next two years after its public debut, but today it is merely a $6 stock. Just over the past year alone, CHPT is down over -55%, with -11% YTD performance. I initiate my coverage with a buy rating. My FY 2027 price target analysis projects around 16% upside. I think that CHPT is trading close to the bottom, and as investors may have priced in the potential dilutive capital raise, CHPT could be a decent near-term speculative buy if it could reaccelerate growth to mid or even high single digits. Financial Reviews Suffice to say, fundamentals as of the latest quarter, Q1 2027, are underwhelming, marked by stabilizing yet modest top-line growth, ongoing losses, and severe cash depletion. company presentation Q1 revenue was $101.8 million, a 4% YoY increase. Though this single-digit growth is generally not ideal, this is already a better picture than the past two years, when business saw consecutive YoY decline. Top-line turnaround happened just about two quarters ago, when it was able to stabilize revenue grow...
Palladyne AI press release ( PDYN ) reports Q2 revenue of $5.8M, up 480.0% Y/Y, beating consensus by $1.18M. Backlog of approximately $24.0 million as of June 30, 2026, up from $17.3 million as of March 31, 2026. Gross new contracts added during the quarter of approximately $12.5 million The company AI expects a majority of this backlog to be recognized as revenue over the next 12 to 18 months. Sh...
Palladyne AI press release ( PDYN ) reports Q2 revenue of $5.8M, up 480.0% Y/Y, beating consensus by $1.18M. Backlog of approximately $24.0 million as of June 30, 2026, up from $17.3 million as of March 31, 2026. Gross new contracts added during the quarter of approximately $12.5 million The company AI expects a majority of this backlog to be recognized as revenue over the next 12 to 18 months. Shares +8% PM. More on Palladyne AI Palladyne AI Corp. (PDYN) Discusses Strategic Partnership to Manufacture and Market Loitering Munition Systems for U.S. Defense Transcript Palladyne AI: Autonomy And The 'Relentless Wolfpack' Palladyne: Betting On Swarm AI And Defense Automation Palladyne AI reiterates $24M-$27M 2026 revenue guidance while targeting less than $150,000 per SwarmStrike Palladyne AI Non-GAAP EPS of -$0.23 misses by $0.06, revenue of $3.5M misses by $1.43M
In the world of semiconductor stocks, Nvidia (NASDAQ:NVDA) is certainly the kingpin most investors are watching closely. That said, there are other players in this market worth considering, and there’s a $200 billion company I think could be the one investors should be paying attention to right now. The Number Marvell Technology (NASDAQ:MRVL) closed July 2, 2026 ... This $200 Billion Semiconductor...
In the world of semiconductor stocks, Nvidia (NASDAQ:NVDA) is certainly the kingpin most investors are watching closely. That said, there are other players in this market worth considering, and there’s a $200 billion company I think could be the one investors should be paying attention to right now. The Number Marvell Technology (NASDAQ:MRVL) closed July 2, 2026 ... This $200 Billion Semiconductor Giant Could Be the Next Nvidia
JuSun/iStock via Getty Images What makes me even more bullish now on Coherent ( COHR ) isn't another strong quarter. It's the longer-term transformation I've been watching for months. What becomes relevant is the fact that the company is slowly and quietly turning into a strategic player, owning some of the hardest manufacturing bottlenecks throughout the entire AI infrastructure stack. Such a dis...
JuSun/iStock via Getty Images What makes me even more bullish now on Coherent ( COHR ) isn't another strong quarter. It's the longer-term transformation I've been watching for months. What becomes relevant is the fact that the company is slowly and quietly turning into a strategic player, owning some of the hardest manufacturing bottlenecks throughout the entire AI infrastructure stack. Such a distinction completely changes the way I look at the investment opportunity. Optical networking is no longer another semiconductor end market benefiting from AI-driven demand. It is increasingly becoming a physical limitation dictating how fast hyperscalers will be able to deploy their compute clusters. Whenever that happens, companies controlling the bottleneck become more valuable than the suppliers of standardized components. The recent correction has only further cemented my conviction since the business keeps on improving, while the valuation is becoming easy to defend. Why AI Infrastructure Suddenly Sold Off What transpired recently regarding selloffs in AI infrastructure and optical networks has much less to do with fundamentals and far more with sentiment. It all started with a rumor about increased reliance of Meta on its AI infrastructure and rental of extra compute power, causing speculations about decreased hyperscaler spending on third-party infrastructure. The wave soon expanded to other parts of the ecosystem, including GPU cloud service providers, networking players, and optical component suppliers. Furthermore, the rotation away from the winners in the market that have performed exceedingly well for quite some time is evident as well. As a matter of fact, AI high multiples were particularly impacted as the reset process took place in them. In addition to what has happened recently in the overall market, Coherent experienced one company-specific event. Having rallied to the levels of $440, the company saw a significant correction following its excellent earning...
VW to propose 100,000 job losses to board and says car plants could be put under foreign ownership to save jobs Europe live – latest updates The German car industry has warned of a potential collapse of employment in the sector in Europe unless society and workers accept that “bold decisions” are needed to address competition from the Chinese and other rivals. Volkswagen is preparing to formally p...
VW to propose 100,000 job losses to board and says car plants could be put under foreign ownership to save jobs Europe live – latest updates The German car industry has warned of a potential collapse of employment in the sector in Europe unless society and workers accept that “bold decisions” are needed to address competition from the Chinese and other rivals. Volkswagen is preparing to formally propose up to 100,000 job losses to its supervisory board on Thursday, a move that has triggered a wave of protests. Continue reading...
Trump Tells Bessent To Halt US Trade With Spain, Calls Madrid A "Wasted Cause" During a NATO summit in Ankara, President Trump instructed Treasury Secretary Scott Bessent to cut off trade with Spain over defense spending. "I didn't speak to Spain. Spain is a wasted cause. We don't want to do any trade business with Spain anymore," Trump told reporters. "By the way, I'd like you to cut it off," the...
Trump Tells Bessent To Halt US Trade With Spain, Calls Madrid A "Wasted Cause" During a NATO summit in Ankara, President Trump instructed Treasury Secretary Scott Bessent to cut off trade with Spain over defense spending. "I didn't speak to Spain. Spain is a wasted cause. We don't want to do any trade business with Spain anymore," Trump told reporters. "By the way, I'd like you to cut it off," the president said, turning to Bessent, who replied: "Yes, sir." Trump then added, "Take it immediately. Don't even talk to them. They're hopeless. They're bad people ... They make so much money with us, and we're going to make sure they make a lot less." Trump told NATO Secretary General Mark Rutte that Spain "doesn't agree to anything, and you shouldn't carry them." Rutte later tried to ease tensions by saying that Madrid "made a huge step last year" by raising its spending to 2%, although he added that "there are still issues we have to solve". . @POTUS : "Spain is a wasted cause. We don't want to do any trade business with Spain anymore by the way... Spain is a terrible partner in NATO. They don't participate, they don't pay. I don't want anything to do with Spain." pic.twitter.com/3prqux6p54 — Rapid Response 47 (@RapidResponse47) July 8, 2026 Important to note: Spanish Prime Minister Pedro Sánchez is a socialist and has been sharply critical of Trump's foreign policy, including denying US military access to Spanish bases during the US-Iran campaign. Spain is also the world's largest olive oil exporter. How Treasury Secretary Scott Bessent will follow through on Trump's order to halt trade with Spain remains unclear. However, if trade restrictions materialize, US olive oil importers may have to rethink their supply chains and look more aggressively to Italy, Tunisia, Portugal, and Greece as alternatives to Spanish suppliers. Tyler Durden Wed, 07/08/2026 - 07:45
If Intel ( INTC ) were to raise CPU prices again this quarter, as some news outlets have reported, it could do so without impacting demand, Wedbush Securities said. “Given continued shortages of server CPUs in particular, we see room for Intel to lift pricing without affecting demand,” Wedbush analyst Matt Bryson wrote in a note to clients. “The question rather is whether OEM PX is seeing changes ...
If Intel ( INTC ) were to raise CPU prices again this quarter, as some news outlets have reported, it could do so without impacting demand, Wedbush Securities said. “Given continued shortages of server CPUs in particular, we see room for Intel to lift pricing without affecting demand,” Wedbush analyst Matt Bryson wrote in a note to clients. “The question rather is whether OEM PX is seeing changes that parallel list price increases or whether Intel is only shifting distribution/retail pricing (a much smaller portion of Intel's business).” Media reports have suggested that Intel raised the list price on its Xeon and Core Ultra parts to start the third quarter. Santa Clara, Calif.-based Intel did not immediately respond to a request for comment from Seeking Alpha. Intel shares fell 2.7% in premarket trading on Wednesday. More on Intel Intel Vs. Navitas: Why I Prefer The Turnaround Over The Growth Story Intel: AI Efficiency Could Counter Semiconductor Demand Intel: Good News Priced In, Extreme Valuation Clouds Investing Intel-backed SambaNova raises funds at $11B valuation; pairs with JPMorgan Intel-backed AI chip and software maker Syntiant files for IPO
If Intel ( INTC ) were to raise CPU prices again this quarter, as some news outlets have reported, it could do so without impacting demand, Wedbush Securities said. “Given continued shortages of server CPUs in particular, we see room for Intel to lift pricing without affecting demand,” Wedbush analyst Matt Bryson wrote in a note to clients. “The question rather is whether OEM PX is seeing changes ...
If Intel ( INTC ) were to raise CPU prices again this quarter, as some news outlets have reported, it could do so without impacting demand, Wedbush Securities said. “Given continued shortages of server CPUs in particular, we see room for Intel to lift pricing without affecting demand,” Wedbush analyst Matt Bryson wrote in a note to clients. “The question rather is whether OEM PX is seeing changes that parallel list price increases or whether Intel is only shifting distribution/retail pricing (a much smaller portion of Intel's business).” Media reports have suggested that Intel raised the list price on its Xeon and Core Ultra parts to start the third quarter. Santa Clara, Calif.-based Intel did not immediately respond to a request for comment from Seeking Alpha. Intel shares fell 2.7% in premarket trading on Wednesday. More on Intel Intel Vs. Navitas: Why I Prefer The Turnaround Over The Growth Story Intel: AI Efficiency Could Counter Semiconductor Demand Intel: Good News Priced In, Extreme Valuation Clouds Investing Intel-backed SambaNova raises funds at $11B valuation; pairs with JPMorgan Intel-backed AI chip and software maker Syntiant files for IPO
Micron (MU) stock has surged nearly 8x over the past year, pushing its market capitalization above $1 trillion. The rally has been fueled by high-bandwidth memory (HBM), which sits alongside the AI accelerators from Nvidia (NVDA) and AMD (AMD) that are at the heart of the AI infrastructure build-out.
Micron (MU) stock has surged nearly 8x over the past year, pushing its market capitalization above $1 trillion. The rally has been fueled by high-bandwidth memory (HBM), which sits alongside the AI accelerators from Nvidia (NVDA) and AMD (AMD) that are at the heart of the AI infrastructure build-out.
Bond investors are increasingly betting on flexible funds that can buy whatever they like as lofty credit market valuations leave little margin for error. Unconstrained funds have enjoyed a revival after taking a beating during the inflation shock of 2022. In the US, nontraditional bond funds have grown about 6% in size this year, and 18% since the end of 2024, according to Morningstar data. In Eu...
Bond investors are increasingly betting on flexible funds that can buy whatever they like as lofty credit market valuations leave little margin for error. Unconstrained funds have enjoyed a revival after taking a beating during the inflation shock of 2022. In the US, nontraditional bond funds have grown about 6% in size this year, and 18% since the end of 2024, according to Morningstar data. In Europe, assets in global flexible bond funds have grown almost 10% this year. One of the world’s largest managers is tapping the demand with a new so-called go-anywhere fund: Pacific Investment Management Co ’s latest offering can invest in just about anything rather than being tied to an index. It is designed for the “more complex global backdrop,” Andrew Balls , one of Pimco’s portfolio managers, wrote last week when it was launched to international investors. The increasing size of this buyer base comes as tight valuations in the credit market — now almost fully recovered from the impact of the Iran war — leave investors more vulnerable to sudden selloffs. Money managers with the freedom to buy any bond, often with a focus on corporate debt, are becoming more alluring than those offering cheaper index-trackers, which may hold undesirable assets purely to mirror the market. Read more: Go-Anywhere Bond Funds Stage a Comeback as Bold Bets Pay Off The risk was underscored Wednesday, when credit-default swap spreads widened after US President Donald Trump said the ceasefire with Iran was over. The cost of protecting against defaults rose from near post-financial crisis lows in Europe and the US. Iain Stealey , who helps run an unconstrained bond fund for JPMorgan Chase & Co’s money management arm, said he was uncertain whether the latest flare-up in the Middle East was “just a skirmish” but the volatility bolstered his case for owning what he wants. “We’re in a world where there is going to be the odd hiccup out there,” said Stealey, international chief investment officer for f...
SmileStudioAP/iStock via Getty Images High-Quality Dividend Stock Investable Universe On September 1, 2024, I started tracking an investable universe of what I believe to be 50 high-quality dividend growth stocks. You can find out more about the formation of this investable universe in the original article . The goal for this investable universe is to identify high-quality companies and track them...
SmileStudioAP/iStock via Getty Images High-Quality Dividend Stock Investable Universe On September 1, 2024, I started tracking an investable universe of what I believe to be 50 high-quality dividend growth stocks. You can find out more about the formation of this investable universe in the original article . The goal for this investable universe is to identify high-quality companies and track them to identify opportune entry points. As share prices swing up and down and business fundamentals change daily, my custom tracking tool updates the valuation ratings for each stock and helps me figure out where to focus my attention. The investable universe started the year strong, outperforming the State Street SPDR S&P 500 ETF Trust ( SPY ) in January and February, then between March and May it struggled, but the tide has turned in June. Year-to-date through month-end June, the universe is up 8.69%, while SPY is up 10.10% . For additional perspective, I compare the universe to the Schwab US Dividend Equity ETF ( SCHD ); the fund has enjoyed a very strong run in 2026; through month-end June, it is up 17.50% and outperforming SPY and my universe. Here are cumulative returns since 1/1/25: Investable Universe: +20.15 %. SPY: +28.81 %. SCHD: +19.05%. The universe as a whole is performing well but still trailing SPY, however several individual companies within the universe have enjoyed a strong run during the last 18 months. Here are the top 10 performers from the universe since inception: Lam Research Corporation ( LRCX ) +504.21% KLA Corporation ( KLAC ) +383.35% Applied Materials, Inc. ( AMAT ) +349.36% Amphenol ( APH ) 155.89% Monolithic Power Systems, Inc. ( MPWR ) +135.03% Eli Lilly ( LLY ) 56.82% Mueller Industries ( MLI ) 56.30% NetEase ( NTES ) +47.33% Lincoln Electric ( LECO ) +43.57% Ross Stores, Inc. ( ROST ) +42.13% Below is an update for this investable universe as of July 8, 2026. Investable Universe Let's start with a snapshot of the full investable universe, inc...
The Egyptian FA lodges a complaint with Fifa and demands an investigation into "double standards" of officiating in the controversial defeat by Argentina.
The Egyptian FA lodges a complaint with Fifa and demands an investigation into "double standards" of officiating in the controversial defeat by Argentina.
Check out the companies making the biggest moves premarket: Energy stocks — Shares of energy companies were boosted as U.S. oil prices surged after President Donald Trump said the ceasefire with Iran is over. Diamondback Energy jumped more than 3%. APA Corporation and Occidental Petroleum were rising more than 2.5%. Chevron was up more than 2% in premarket trading, while Exxon Mobil rose 1.5%. Cru...
Check out the companies making the biggest moves premarket: Energy stocks — Shares of energy companies were boosted as U.S. oil prices surged after President Donald Trump said the ceasefire with Iran is over. Diamondback Energy jumped more than 3%. APA Corporation and Occidental Petroleum were rising more than 2.5%. Chevron was up more than 2% in premarket trading, while Exxon Mobil rose 1.5%. Cruise lines, airlines — Meanwhile, companies that are exposed heavily to fuel prices fell as oil rose. Carnival Corporation was off 3.5%, while Norwegian Cruise Line tumbled 3%. United Airlines also fell 3%, while Delta Air Lines declined nearly 2%. SpaceX — The stock bucked the sell-off trend in premarket trading on Wednesday as it rose just under 0.5%, rebounding slightly from it's more than 6.5% decline on Tuesday. SpaceX at Tuesday's close fell below its IPO first-trade price of $150. Memory stocks — The sell-off in the sector continued on Wednesday, with names across the board lower. Sandisk was off more than 5.5%, while Western Digital fell 5%. Micron Technology declined 4.5%, and Seagate Technology was lower by 3.5%. Bath & Body Works — The retailer fell more than 4% after Goldman Sachs downgraded the stock to sell from neutral. Analysts at the bank said the company's expansion into third-party distribution could cannibalize its own retail business. Estee Lauder — The beauty manufacturer declined 2% after it revealed in a regulatory filing that it's estimated costs for its restructuring plans now total $1.75 billion. Previous estimates from the company estimated the costs to be around $1.55 billion. Rivian Automotive — Shares of the electric vehicle manufacturer were off nearly 4% after the stock suffered its worst day since February 2024 on Tuesday. Rivian declined 18% after the company announced a public offering of 75 million shares of its stock to raise capital.
Monty Rakusen/DigitalVision via Getty Images My portfolio analysis strategy has been to group individual investment selections together by a singular overriding investment goal, and the ‘bucket’ approach works well. My buckets are titled Cash and Equivalents, Bonds and 3rd Party Trusts (preferred stocks backed by bonds), Equities Bought Primarily for Capital Gains, and Equities Bought Primarily fo...
Monty Rakusen/DigitalVision via Getty Images My portfolio analysis strategy has been to group individual investment selections together by a singular overriding investment goal, and the ‘bucket’ approach works well. My buckets are titled Cash and Equivalents, Bonds and 3rd Party Trusts (preferred stocks backed by bonds), Equities Bought Primarily for Capital Gains, and Equities Bought Primarily for Income. While simplistic, this analysis helps in focusing on the goal of the investment, as it is prudent to analyze the performance of an oil and gas royalty MLP, like Dorchester Minerals ( DMLP ), which focuses on generating income, to other income selections rather than to a selection bought primarily for capital gains, such as Microsoft ( MSFT ). TransDigm Group ( TDG ) has been a core holding in the Capital Gains bucket since it was first discovered in early 2021. SA has published 2 previous commentaries on TDG - TransDigm: A Macbeth Inflation Fighter With Unique Business Model in May 2021 and TransDigm: Unique Business Model Drives Profit Margins in Dec 2025. According to SA calculations, since May 2021, TDG has generated a total return of 169% vs the S&P 500’s total return of 82%, and since Dec 19, 2025 has rewarded shareholders with a 4.8% total return vs S&P 600 at 9.6%. Who is TransDigm? TransDigm Group is an industrial manufacturer supplying highly engineered and proprietary components for aerospace applications. TDG manufactures a wide assortment of parts for aircrafts, such as pumps, ignition systems, actuators, flight controls, seatbelts, and cabin equipment. According to their website , almost all commercial and military aircraft platforms in the skies today contain TDG manufactured parts. Taking a page out of the Warren Buffet ( BRK.B ) playbook, TransDigm is structured as a holding company with 55 independent operated business units. The holding company level determines broader issues, such as acquisitions, capital investments, and leverage. TransDigm foc...
Kevin Warsh, incoming chairman of the US Federal Reserve, during a swearing-in ceremony in the East Room of the White House in Washington, DC, US, on Friday, May 22, 2026. Yuri Gripas | Bloomberg | Getty Images Divided Federal Reserve officials indicated at their last meeting that they will address persistent inflation this year with one interest rate hike. History, though, suggests that policymak...
Kevin Warsh, incoming chairman of the US Federal Reserve, during a swearing-in ceremony in the East Room of the White House in Washington, DC, US, on Friday, May 22, 2026. Yuri Gripas | Bloomberg | Getty Images Divided Federal Reserve officials indicated at their last meeting that they will address persistent inflation this year with one interest rate hike. History, though, suggests that policymakers will have a hard time stopping there. In fact, there have been few instances over the past 35 years or so when the Fed has only made one rate move, be it up or down. Rather, the central bank's Federal Open Market Committee tends to move in rate cycles, where it adjusts policy multiple times over a period to meet whatever goal it seeks to accomplish. "A lot of people are talking about one rate increase. The committee does not generally do that. I mean, what's the point of that?" former St. Louis Fed President Jim Bullard told CNBC on Monday. "So, usually it means a tightening cycle, and I think markets are trying to sniff that out right now." Markets will get more clues Wednesday about the Fed's policy direction when the committee releases minutes from its June 16-17 meeting . The summary will provide a glimpse behind the curtain of new Chairman Kevin Warsh's first meeting, which he characterized last month as "a good family fight" on the direction of rates. A history of cycles The last meeting featured an update on participants' views on rates and key economic metrics and a dramatically shortened statement that flatly stated, "The Committee will deliver price stability." In the "dot plot" grid of individual participants' rate expectations, the committee leaned to a hike before the end of 2026 and then one cut each in the next two years. But the FOMC's history is that it rarely makes one-off rate adjustments. In the last cycle, it cut three times in the back half of 2025. Before that, the Fed cut three times in 2024, hiked 11 times between 2022-23 and cut five times betw...
(RTTNews) - Next Hydrogen Solutions (NXH.V, NXHSF), a designer and manufacturer of advanced alkaline electrolyzers, on Wednesday said President and Chief Executive Officer Raveel Afzaal will step down from his role in Fall 2026.
(RTTNews) - Next Hydrogen Solutions (NXH.V, NXHSF), a designer and manufacturer of advanced alkaline electrolyzers, on Wednesday said President and Chief Executive Officer Raveel Afzaal will step down from his role in Fall 2026.