The United States Oil Fund (NYSEARCA:USO) has been the most consequential commodity trade of 2026, and the next 12 months will decide whether that trade survives or unwinds. USO trades near $131 on May 27, up roughly 98% year to date and more than double its level a year ago, driven almost entirely by the ... The Oil Chokepoint That Could Unwind USO’s 98% Rally in the Next 12 Months
The United States Oil Fund (NYSEARCA:USO) has been the most consequential commodity trade of 2026, and the next 12 months will decide whether that trade survives or unwinds. USO trades near $131 on May 27, up roughly 98% year to date and more than double its level a year ago, driven almost entirely by the ... The Oil Chokepoint That Could Unwind USO’s 98% Rally in the Next 12 Months
Redwire (NYSE: RDW) stock recorded massive gains this week. The space-tech company's share price rose 60.1% in a stretch of trading that saw the S&P 500 gain 1.8% and the Nasdaq Composite gain 2.6%. While bullish momentum for the broader market played a role in sending Redwire's valuation higher, bullish momentum for space stocks was particularly strong this week thanks to excitement surrounding S...
Redwire (NYSE: RDW) stock recorded massive gains this week. The space-tech company's share price rose 60.1% in a stretch of trading that saw the S&P 500 gain 1.8% and the Nasdaq Composite gain 2.6%. While bullish momentum for the broader market played a role in sending Redwire's valuation higher, bullish momentum for space stocks was particularly strong this week thanks to excitement surrounding SpaceX's upcoming IPO. Even though space stocks saw pullbacks in conjunction with the explosion of Blue Origin's rocket on Friday, Redwire still managed to book a huge valuation gain. The stock is up 223% year to date. Image source: Getty Images. Continue reading
Despite rallying Friday, shares of Salesforce ( CRM ) are still down 28% year-to-date, largely over investor concerns that AI will hamper the SaaS heavyweight's growth. We asked Seeking Alpha analysts Justin Purohit and Johnny Zhang if they thought Salesforce would be able to thrive in an AI-dominated world. Justin Purohit : I certainly believe Salesforce ( CRM ) can thrive in an AI world. This is...
Despite rallying Friday, shares of Salesforce ( CRM ) are still down 28% year-to-date, largely over investor concerns that AI will hamper the SaaS heavyweight's growth. We asked Seeking Alpha analysts Justin Purohit and Johnny Zhang if they thought Salesforce would be able to thrive in an AI-dominated world. Justin Purohit : I certainly believe Salesforce ( CRM ) can thrive in an AI world. This is largely because it is embedding AI directly into an already deeply entrenched enterprise platform. While some investors worry AI could commoditize parts of CRM’s business, I view Agentforce and Data Cloud as tools that can expand wallet share and strengthen customer stickiness over time. The key debate is whether AI becomes disruptive to CRM or additive to it, and so far, I believe the early adoption trends suggest the latter. Johnny Zhang : Can Salesforce ( CRM ) thrive in an AI world? The answer is, of course, yes. More specifically, CRM is thriving as adoptions of the Agenticforce 360 ecosystem are growing rapidly. However, the market has largely underappreciated that and its data moat, which will be its competitive edge. As a leading customer relationship management company, CRM has developed a large scale of enterprise data from customers across different industries over decades. In an agentic AI world, companies that can acquire data and monetize it through AI will be the ultimate winners. As I mentioned in my recent analysis, revenue from the Agentforce 360 platform has been accelerating significantly since 2H FY2026. We previously saw Agentforce and Data 360 ARR was up 200% YoY to $2.7B in 4Q FY2026. In the recent 1Q FY2027 earnings, Agentforce and Data 360 ARR jumped 26% sequentially to $3.4B compared to 4Q FY2026. In addition, more than half of Agentforce and Data 360 bookings come from existing customers, showing strong customer retention. Even so, investors are discounting CRM's AI expansion, as reflected by its 12x P/E fwd and 10x P/CFO fwd. This is because Ag...
The S&P 500 is near record highs. Micron just became a $1 trillion company in 48 trading days. Credit spreads are historically tight. Jamie Dimon has seen this before. The JPMorgan Chase CEO has spent the better part of 2026 watching markets climb through the same risks he has been flagging for ...
The S&P 500 is near record highs. Micron just became a $1 trillion company in 48 trading days. Credit spreads are historically tight. Jamie Dimon has seen this before. The JPMorgan Chase CEO has spent the better part of 2026 watching markets climb through the same risks he has been flagging for ...
Aid workers in Uganda are watching the Ebola crisis unfold in the neighboring Democratic Republic of Congo. They're doing what they can to prepare for an uptick in cases, but foreign aid cuts aren't helping. (Image credit: Leonard Musinguzi)
Aid workers in Uganda are watching the Ebola crisis unfold in the neighboring Democratic Republic of Congo. They're doing what they can to prepare for an uptick in cases, but foreign aid cuts aren't helping. (Image credit: Leonard Musinguzi)
A deadly strike during the first days of the Iran war hit far away in the Indian Ocean, jolting a quiet seaside town and showing how far the conflict's reach extends.
A deadly strike during the first days of the Iran war hit far away in the Indian Ocean, jolting a quiet seaside town and showing how far the conflict's reach extends.
Broadcom (AVGO) has become a central AI infrastructure stock after a run of product launches and partnerships, including its 50G PON home gateway SoC with integrated AI and a new FuriosaAI collaboration. See our latest analysis for Broadcom. Those AI focused product launches and partnerships are landing against strong price momentum, with Broadcom’s 90 day share price return of 40.13% and a 1 year...
Broadcom (AVGO) has become a central AI infrastructure stock after a run of product launches and partnerships, including its 50G PON home gateway SoC with integrated AI and a new FuriosaAI collaboration. See our latest analysis for Broadcom. Those AI focused product launches and partnerships are landing against strong price momentum, with Broadcom’s 90 day share price return of 40.13% and a 1 year total shareholder return of 86.06% signalling that enthusiasm has been building over time. If...
In this article BRK.B BRK.B TMHC Follow your favorite stocks CREATE FREE ACCOUNT A woman looks at real estate listings outside a Berkshire Hathaway Home Services office in Montclair, N.J. Adam Jeffery | CNBC Berkshire Hathaway has agreed to acquire Taylor Morrison Home in an all-cash deal valued at about $8.5 billion, the companies jointly said on Sunday. Under the terms, Berkshire will acquire th...
In this article BRK.B BRK.B TMHC Follow your favorite stocks CREATE FREE ACCOUNT A woman looks at real estate listings outside a Berkshire Hathaway Home Services office in Montclair, N.J. Adam Jeffery | CNBC Berkshire Hathaway has agreed to acquire Taylor Morrison Home in an all-cash deal valued at about $8.5 billion, the companies jointly said on Sunday. Under the terms, Berkshire will acquire the homebuilder for $72.50 per common share in cash, valuing Taylor Morrison's equity at around $6.8 billion. The offer represents a premium of about 24% to the company's closing stock price of $58.50 on Friday. Following the acquisition, Taylor Morrison will continue to operate under its existing management team, including Chief Executive Sheryl Palmer, and will become a privately held company. Its shares will no longer trade on the New York Stock Exchange once the transaction closes. The companies expect the deal to close in the second half of 2026. Goldman Sachs and Moelis served as financial advisors to Taylor Morrison on the transaction. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Several artists, including country singer Martina McBride, have withdrawn from the Great American State Fair in Washington, D.C. (Image credit: Alex Brandon)
Several artists, including country singer Martina McBride, have withdrawn from the Great American State Fair in Washington, D.C. (Image credit: Alex Brandon)
KE Holdings delivers integrated housing transaction and service solutions across China through a broad online and offline platform. CoreView Capital Management Ltd reported a sale of 550,541 shares of KE Holdings (NYSE:BEKE) in its May 14, 2026, SEC filing, with an estimated transaction value of $9.45 million based on quarterly average pricing. According to a filing with the Securities and Exchang...
KE Holdings delivers integrated housing transaction and service solutions across China through a broad online and offline platform. CoreView Capital Management Ltd reported a sale of 550,541 shares of KE Holdings (NYSE:BEKE) in its May 14, 2026, SEC filing, with an estimated transaction value of $9.45 million based on quarterly average pricing. According to a filing with the Securities and Exchange Commission dated May 14, 2026, CoreView Capital Management Ltd reduced its position in KE Holdings by 550,541 shares. The estimated value of the trade, calculated using the average share price over the quarter, was approximately $9.45 million. The quarter-end value of the BEKE stake declined by $10.71 million, a figure that includes both trading and price changes. Continue reading
Refugees, homophobia, gay rights, even Trump, are all covered in this opener, which occasionally leans towards agitprop. But with excellent performances, and RTD’s storytelling brilliance, things really build from here We open on an ordinary suburban street. A teenage boy is gazing out of a window. A woman – his mother? – is screaming. A man – his father? – is standing in the garden gazing unfocus...
Refugees, homophobia, gay rights, even Trump, are all covered in this opener, which occasionally leans towards agitprop. But with excellent performances, and RTD’s storytelling brilliance, things really build from here We open on an ordinary suburban street. A teenage boy is gazing out of a window. A woman – his mother? – is screaming. A man – his father? – is standing in the garden gazing unfocused at whatever lies beyond. The camera draws back to reveal a scene so shocking it hardly computes. Then we flashback to 10 days earlier to begin to understand how they, and the other figures in the scene, got here. So, with characteristic bravura, begins Russell T Davies’s new drama, Tip Toe. The man in the garden is Clive (David Morrissey), an electrician with two sons – 16-year-old college student George (Jackson Connor) and 25-year-old Saul (Joseph Evans), who helps him in the business when there is enough work to go around – and enduring an unhappy marriage to Marie (Pooky Quesnel). Continue reading...
The family-run APA hotel chain that turned efficiency into a hospitality empire is betting it can export its uniquely Japanese formula abroad, starting with North America. APA Group CEO Isshi Motoya spoke with Bloomberg News' Momoka Yokoyama in Tokyo. (Source: Bloomberg)
The family-run APA hotel chain that turned efficiency into a hospitality empire is betting it can export its uniquely Japanese formula abroad, starting with North America. APA Group CEO Isshi Motoya spoke with Bloomberg News' Momoka Yokoyama in Tokyo. (Source: Bloomberg)