A study of analyst recommendations at the major brokerages shows that Gerdau S.A. (Symbol: GGB) is the #36 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index , according to Metals Channel . The Metals Channel Global Mining Titans Index is comprised of the top fifty global leaders from the metals and mining sector. The companies listed in t...
A study of analyst recommendations at the major brokerages shows that Gerdau S.A. (Symbol: GGB) is the #36 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index , according to Metals Channel . The Metals Channel Global Mining Titans Index is comprised of the top fifty global leaders from the metals and mining sector. The companies listed in the Metals Channel Global Mining Titans Index are not fixed, but instead variable — updating on a continuous basis to reflect the changing market environment with respect to commodity prices, government policy and market volatility. In forming this rank, the analyst opinions from the major brokerage houses were tallied, and averaged; then, the underlying components of the Metals Channel Global Mining Titans Index were ranked according to those averages. Investors often interpret analyst opinions from different angles — when companies have a low rank among analysts, it isn't necessarily the case that investors should conclude that the stock will perform poorly. It can, of course, but a bullish investor could also take the contrarian angle and read into the data that there is lots of room for upside because the stock is so out of favor. GGB operates in the Non-Precious Metals & Non-Metallic Mining sector, among companies like Southern Copper Corp (SCCO) which is down about 0.9% today, and Howmet Aerospace Inc (HWM) trading lower by about 0.7%. Below is a three month price history chart comparing the stock performance of GGB, versus SCCO and HWM. GGB is currently trading down about 1% midday Friday. Analyst Favorites of the Metals Channel Global Mining Titans Index » Further GGB Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Ding Xiangqun. Photo: IC China has appointed veteran finance executive Ding Xiangqun as the new party chief of its primary financial regulator, making her the first woman to lead the country’s powerful financial supervisory system The Central Organization Department announced the decision on Friday evening during a senior leadership meeting at the National Financial Regulatory Administration (NFRA...
Ding Xiangqun. Photo: IC China has appointed veteran finance executive Ding Xiangqun as the new party chief of its primary financial regulator, making her the first woman to lead the country’s powerful financial supervisory system The Central Organization Department announced the decision on Friday evening during a senior leadership meeting at the National Financial Regulatory Administration (NFRA), the administration said in a statement published on its website.
Earnings Call Insights: Genesco (GCO) Q1 fiscal 2027 Management View “I’m pleased to report after a strong finish to fiscal ’26 that we are off to a very good start to the year, delivering our seventh consecutive quarter of positive comparable sales and first quarter results that exceeded our expectations across the board.” (Chairman, President, CEO & Interim CFO Mimi Vaughn) “For the quarter, com...
Earnings Call Insights: Genesco (GCO) Q1 fiscal 2027 Management View “I’m pleased to report after a strong finish to fiscal ’26 that we are off to a very good start to the year, delivering our seventh consecutive quarter of positive comparable sales and first quarter results that exceeded our expectations across the board.” (Chairman, President, CEO & Interim CFO Mimi Vaughn) “For the quarter, comps were fueled by mid-single-digit increases at Journeys and high single-digit increases at Johnston & Murphy, offset to some extent by declines at Schuh as we began the pullback from promotional activity.” (CEO & Interim CFO Vaughn) “Journeys added to its run of comp gains, up 5% on top of an 8% increase last year.” (CEO & Interim CFO Vaughn) “We opened 21 new 4.0 stores in the quarter and now have 105 completed to date.” (CEO & Interim CFO Vaughn) “Our 4.0 store rollout continues with this new crop of stores also delivering in excess of a 25% sales lift.” (CEO & Interim CFO Vaughn) “At Schuh, we are putting the building blocks in place to support profitable growth.” (CEO & Interim CFO Vaughn) “Comps were down 9% in Q1, which was in part intentional as we prioritized and achieved more full price selling and more controlled markdowns.” (CEO & Interim CFO Vaughn) “We’re seeing encouraging green shoots at Johnston & Murphy as the brand delivered a strong quarter with a 7% comp gain.” (CEO & Interim CFO Vaughn) “We’ve now completed the wind down of the Levi’s license and are excited for the fall launch of our newest license, Wrangler Footwear, which positions us for healthy growth going forward.” (CEO & Interim CFO Vaughn) “We’re expecting IEEPA refunds of approximately $23 million to $25 million, which we have already filed for but are not included on our financials this quarter nor in our outlook.” (CEO & Interim CFO Vaughn) “With this, we are announcing a new $40 million to $50 million cost program between now and fiscal ’29 aimed at structurally reducing our cost base beyo...
Earnings Call Insights: Universal Corporation (UVV) Q4 fiscal 2026 Management view “Our fiscal year 2026 performance reflected solid execution across much of our business, operating in a market environment that shifted meaningfully from the prior year,” Preston Wigner (President, CEO & Chairman) said, adding, “We saw oversupply in certain tobacco styles and continued market headwinds in our ingred...
Earnings Call Insights: Universal Corporation (UVV) Q4 fiscal 2026 Management view “Our fiscal year 2026 performance reflected solid execution across much of our business, operating in a market environment that shifted meaningfully from the prior year,” Preston Wigner (President, CEO & Chairman) said, adding, “We saw oversupply in certain tobacco styles and continued market headwinds in our ingredients business, which impacted volumes and margins.” Wigner highlighted two major items affecting reported results, saying, “Our financial results for the fourth quarter and fiscal year were impacted by a noncash goodwill impairment related to our Universal ingredients Shank's operation and by inventory write-downs primarily related to non-wrapper, dark air-cured tobacco.” “For the fourth quarter, consolidated revenue was $715 million, up 2% from the same quarter of last year,” Steven Diel (Chief Financial Officer) said, and added, “For the quarter, operating loss was $15 million as compared to an operating income of $43 million for the same quarter of last year.” Diel described the year’s noncash and inventory actions and their drivers: “The Shank's business within our Ingredients segment experienced lower profitability and recorded a $41 million noncash goodwill impairment,” and “total inventory write-downs for our tobacco operations segment were $43 million as compared to $19 million during fiscal year 2025.” On financial position, Diel said, “As of March 31, 2026, our net debt was $845 million compared to $817 million at the same point last year,” and added, “Our liquidity availability, which includes cash and availability under our committed and uncommitted credit lines totaled over $1.2 billion.” Diel outlined operational actions at the impaired business: “To improve execution, we have recently implemented a leadership level organizational realignment at Shank's,” with a focus on “strengthening commercial execution, improving facility utilization and enhancing financi...
Shares of Buckle (BKL) slipped nearly 6.7% on Friday after the company posted mixed first-quarter results. The firm reported Q1 GAAP EPS of $0.92, beating Wall Street estimates by $0.18. However, Q1 revenue of $288.7M missed estimates by $0.52M. The retailer of casual apparel, footwear, and accessories reported a 5.1% year-over-year increase in its comparable store net sales for the 13-week fiscal...
Shares of Buckle (BKL) slipped nearly 6.7% on Friday after the company posted mixed first-quarter results. The firm reported Q1 GAAP EPS of $0.92, beating Wall Street estimates by $0.18. However, Q1 revenue of $288.7M missed estimates by $0.52M. The retailer of casual apparel, footwear, and accessories reported a 5.1% year-over-year increase in its comparable store net sales for the 13-week fiscal quarter ended May 2, 2026. Its online sales also increased 2.8% to $47.7M for the 13-week fiscal quarter ended May 2, 2026, compared to net sales of $46.4M for the 13-week fiscal quarter ended May 3, 2025. The firm, in its Form 10-K filed with the Securities and Exchange Commission, disclosed that it entered into a final settlement agreement resolving interchange fee litigation and received cash proceeds of $19.1M, net of legal fees, during the fiscal quarter ended May 2, 2026. The company recorded the settlement as a reduction to selling expenses for the quarter ended May 2, 2026. More on Buckle The Buckle, Inc. (BKE) Pre Recorded Sales/ Trading Statement Call Prepared Remarks Transcript The Buckle, Inc. (BKE) Period Ending/ Trading Statement Call Prepared Remarks Transcript The Buckle: Strong Fundamentals, But Downgrade Warranted Because Of Macro Headwinds Buckle GAAP EPS of $0.92 beats by $0.18, revenue of $288.7M misses by $0.52M Buckle Q1 2027 Earnings Preview
Shares of AutoZone (AZO 1.79%) sank 13% this week, according to data from S&P Global Market Intelligence. The auto parts retailer was a massive winner over the past five years, only to fall back to earth in recent quarters due to slowing same-store sales growth. AutoZone's stock is now down 32% from its highs, bringing its valuation much closer to its long-term average. Does that mean you should b...
Shares of AutoZone (AZO 1.79%) sank 13% this week, according to data from S&P Global Market Intelligence. The auto parts retailer was a massive winner over the past five years, only to fall back to earth in recent quarters due to slowing same-store sales growth. AutoZone's stock is now down 32% from its highs, bringing its valuation much closer to its long-term average. Does that mean you should buy the stock? Expand NYSE : AZO AutoZone Today's Change ( -1.79 %) $ -53.80 Current Price $ 2953.28 Key Data Points Market Cap $50B Day's Range $ 2950.00 - $ 3006.99 52wk Range $ 2945.00 - $ 4388.11 Volume 4.8K Avg Vol 219K Gross Margin 51.75 % Slow sales and weather headwinds As a mature business in the United States, AutoZone's revenue will be driven by per-store productivity, also known as same-store sales growth. Last quarter, same-store sales growth at its domestic locations was 4.1%, below Wall Street expectations. Gross margins also compressed, though that was due to a change in its accounting practices and had nothing to do with the underlying business. The other piece of AutoZone's business is an expansion into Mexico and Brazil. These are the two largest economies in Latin America and have strong potential if AutoZone's brand can succeed in the regions. However, international same-store sales growth was just 1.6% last quarter, which also disappointed investors. Time to buy AutoZone stock? After this fall, AutoZone's price-to-earnings ratio (P/E) has fallen back closer to its long-term average of 20. With 6,766 locations in the United States, it does not have a huge runway left to grow in the market, but it should see steady same-store sales growth in the years ahead. Combined with the expansion internationally, and AutoZone stock may look appetizing after falling 32% from recent highs.
Leave it to Elon Musk to find a way to do things differently. The famed CEO is preparing to take SpaceX public in an offering that surely will be well north of $1 trillion. But he’s doing so in a way that is markedly different from other IPOs. And the result could create even more demand for SpaceX stock after the company files its first earnings report as a publicly traded entity. Let’s look at t...
Leave it to Elon Musk to find a way to do things differently. The famed CEO is preparing to take SpaceX public in an offering that surely will be well north of $1 trillion. But he’s doing so in a way that is markedly different from other IPOs. And the result could create even more demand for SpaceX stock after the company files its first earnings report as a publicly traded entity. Let’s look at the unusual -- but not unprecedented -- plan for the upcoming SpaceX IPO. Why is the SpaceX IPO such a big deal? SpaceX is arguably one of the top private companies operating in outer space, having conducted hundreds of missions, including transporting astronauts to the International Space Station and employing reusable rockets. Earlier this year, SpaceX acquired another Musk company, xAI, putting Musk’s AI aspirations, the rocket company, and SpaceX’s Starlink satellite internet network under one umbrella. At the time, Musk said that he would “create the most ambitious, vertically integrated innovation engine on (and off) Earth, with AI, rockets, and space-based internet.” That merger was valued at $1.25 trillion when it closed in February, with SpaceX valued at $1 trillion and xAI at $250 billion. SpaceX is now targeting an IPO in June, with a value of at least $1.8 trillion. That would make SpaceX larger than Tesla, which is also owned by Musk. SpaceX would rank in the top 10 of publicly traded companies in the world by market cap. Image source: Getty Images. The unusual lockup period When a company has an initial public offering, major shareholders, such as company insiders and early investors, are prohibited from selling their shares for a set period -- typically 180 days. This lockup period is designed to prevent insiders from artificially crashing the stock price, particularly if the stock price rises dramatically in the first few days after going public. In short, the idea is to allow the market to establish supply and demand, rather than institutional investors. How...
Key Points The SpaceX IPO is expected to value the company at at least $1.8 trillion, making it one of the largest publicly traded companies in the world. Rather than a typical lockup of 180 days, early investors will be able to begin selling shares shortly after the company's second-quarter earnings report. These 10 stocks could mint the next wave of millionaires › Leave it to Elon Musk to find a...
Key Points The SpaceX IPO is expected to value the company at at least $1.8 trillion, making it one of the largest publicly traded companies in the world. Rather than a typical lockup of 180 days, early investors will be able to begin selling shares shortly after the company's second-quarter earnings report. These 10 stocks could mint the next wave of millionaires › Leave it to Elon Musk to find a way to do things differently. The famed CEO is preparing to take SpaceX public in an offering that surely will be well north of $1 trillion. But he’s doing so in a way that is markedly different from other IPOs. And the result could create even more demand for SpaceX stock after the company files its first earnings report as a publicly traded entity. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Let’s look at the unusual -- but not unprecedented -- plan for the upcoming SpaceX IPO. Why is the SpaceX IPO such a big deal? SpaceX is arguably one of the top private companies operating in outer space, having conducted hundreds of missions, including transporting astronauts to the International Space Station and employing reusable rockets. Earlier this year, SpaceX acquired another Musk company, xAI, putting Musk’s AI aspirations, the rocket company, and SpaceX’s Starlink satellite internet network under one umbrella. At the time, Musk said that he would “create the most ambitious, vertically integrated innovation engine on (and off) Earth, with AI, rockets, and space-based internet.” That merger was valued at $1.25 trillion when it closed in February, with SpaceX valued at $1 trillion and xAI at $250 billion. SpaceX is now targeting an IPO in June, with a value of at least $1.8 trillion. That would make SpaceX larger than Tesla, which is also owned by Musk. SpaceX would rank in the top 10 of publicly traded...
SpaceX's public listing could be one of the biggest IPOs ever, and a comparison with Amazon (AMZN 0.40%) shows just how unusually large that may be. Amazon was worth about $438 million when it went public in May 1997. SpaceX, by contrast, is reportedly targeting a valuation of roughly $1.75 trillion to $2 trillion -- around 4,000 to 4,600 times larger than Amazon was at its IPO. Reuters has also r...
SpaceX's public listing could be one of the biggest IPOs ever, and a comparison with Amazon (AMZN 0.40%) shows just how unusually large that may be. Amazon was worth about $438 million when it went public in May 1997. SpaceX, by contrast, is reportedly targeting a valuation of roughly $1.75 trillion to $2 trillion -- around 4,000 to 4,600 times larger than Amazon was at its IPO. Reuters has also reported that SpaceX may allocate as much as 30% of the shares it's selling in its IPO to retail investors. That's at least three times the typical retail allocation. However, the company's already lofty valuation could limit the upside for those who buy in. Instead, investors may prefer to look at Alphabet (GOOG 1.73%) (GOOGL 1.91%), a credible, liquid, and lower-risk route to indirect exposure in SpaceX. Indirect exposure to SpaceX In 2015, Alphabet (then Google) and Fidelity invested $1 billion in SpaceX, with the two investors collectively receiving close to a 10% stake in the company. Alphabet had reportedly invested around $900 million and secured a nearly 7% stake in SpaceX. However, the stake was reportedly down to around 6.11% as of the end of 2025, according to a filing submitted in the state of Alaska. Bloomberg's calculations further suggest that Alphabet's SpaceX stake may have been diluted to roughly 5% due to SpaceX's merger with xAI. At a $2 trillion valuation, that stake would be worth about $100 billion. Expand NASDAQ : GOOG Alphabet Today's Change ( -1.73 %) $ -6.69 Current Price $ 379.43 Key Data Points Market Cap $4.7T Day's Range $ 376.58 - $ 381.61 52wk Range $ 163.33 - $ 404.47 Volume 363.8K Avg Vol 18.8M Gross Margin 60.43 % Dividend Yield 0.22 % SpaceX is not just a hyped rocket-and-satellite company. While the overall business is not yet profitable, its connectivity segment, which includes the Starlink satellite network, earned almost $11.4 billionin revenue in 2025. SpaceX's next-generation reusable rocket system, Starship, could support larger St...
Key Points Alphabet offers a way to get SpaceX exposure before the IPO. SpaceX’s expected premium valuation could limit the near-term upside potential for retail investors. If Starlink and Starship deliver commercial successes, that could drive up the value of SpaceX, and Alphabet’s large stake in it. 10 stocks we like better than Alphabet › SpaceX's public listing could be one of the biggest IPOs...
Key Points Alphabet offers a way to get SpaceX exposure before the IPO. SpaceX’s expected premium valuation could limit the near-term upside potential for retail investors. If Starlink and Starship deliver commercial successes, that could drive up the value of SpaceX, and Alphabet’s large stake in it. 10 stocks we like better than Alphabet › SpaceX's public listing could be one of the biggest IPOs ever, and a comparison with Amazon (NASDAQ: AMZN) shows just how unusually large that may be. Amazon was worth about $438 million when it went public in May 1997. SpaceX, by contrast, is reportedly targeting a valuation of roughly $1.75 trillion to $2 trillion -- around 4,000 to 4,600 times larger than Amazon was at its IPO. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Reuters has also reported that SpaceX may allocate as much as 30% of the shares it's selling in its IPO to retail investors. That's at least three times the typical retail allocation. However, the company's already lofty valuation could limit the upside for those who buy in. Instead, investors may prefer to look at Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), a credible, liquid, and lower-risk route to indirect exposure in SpaceX. Indirect exposure to SpaceX In 2015, Alphabet (then Google) and Fidelity invested $1 billion in SpaceX, with the two investors collectively receiving close to a 10% stake in the company. Alphabet had reportedly invested around $900 million and secured a nearly 7% stake in SpaceX. However, the stake was reportedly down to around 6.11% as of the end of 2025, according to a filing submitted in the state of Alaska. Bloomberg's calculations further suggest that Alphabet's SpaceX stake may have been diluted to roughly 5% due to SpaceX's merger with xAI. At a $2 trillion valuation, that stake would be worth about $100 bi...
Nikada/iStock Unreleased via Getty Images Apple ( AAPL ) shares are in focus as they are on pace for a 10th straight weekly gain for the first time since 2009. The weekly chart shows AAPL pushing into record territory after climbing above a long-running ascending trendline that had previously acted as resistance and is now the nearest support area. With the stock above its 50-, 100- and 200-period...
Nikada/iStock Unreleased via Getty Images Apple ( AAPL ) shares are in focus as they are on pace for a 10th straight weekly gain for the first time since 2009. The weekly chart shows AAPL pushing into record territory after climbing above a long-running ascending trendline that had previously acted as resistance and is now the nearest support area. With the stock above its 50-, 100- and 200-period moving averages, the broader trend still points firmly higher, though the move appears to be getting stretched. The relative strength index sits near 73, putting Apple ( AAPL ) in overbought territory after the latest leg higher. With no clear overhead resistance on the chart, traders may focus on whether shares can hold the former resistance line as support if the rally pauses. AAPL closed Thursday's session at $312.51 a share but slightly pulled back a day later, with shares changing hands at $311.22 as of Friday midday trading. The stock's longest weekly winning streak on record is 12, set in 2004, according to data shared by Neil Sethi. Seeking Alpha More on Apple Apple's AI Profit Explosion Apple: iPhone Sales Still Hot 3 Reasons Apple Will Be Booted From The Magnificent 7 By The End Of 2030 These 10 large-cap U.S. stocks carry the market's most expensive valuations Apple ups trade-in values for array of devices ahead of WWDC
Nikada/iStock Unreleased via Getty Images Apple ( AAPL ) shares are in focus as they are on pace for a 10th straight weekly gain for the first time since 2009. The weekly chart shows AAPL pushing into record territory after climbing above a long-running ascending trendline that had previously acted as resistance and is now the nearest support area. With the stock above its 50-, 100- and 200-period...
Nikada/iStock Unreleased via Getty Images Apple ( AAPL ) shares are in focus as they are on pace for a 10th straight weekly gain for the first time since 2009. The weekly chart shows AAPL pushing into record territory after climbing above a long-running ascending trendline that had previously acted as resistance and is now the nearest support area. With the stock above its 50-, 100- and 200-period moving averages, the broader trend still points firmly higher, though the move appears to be getting stretched. The relative strength index sits near 73, putting Apple ( AAPL ) in overbought territory after the latest leg higher. With no clear overhead resistance on the chart, traders may focus on whether shares can hold the former resistance line as support if the rally pauses. AAPL closed Thursday's session at $312.51 a share but slightly pulled back a day later, with shares changing hands at $311.22 as of Friday midday trading. The stock's longest weekly winning streak on record is 12, set in 2004, according to data shared by Neil Sethi. Seeking Alpha More on Apple Apple's AI Profit Explosion Apple: iPhone Sales Still Hot 3 Reasons Apple Will Be Booted From The Magnificent 7 By The End Of 2030 These 10 large-cap U.S. stocks carry the market's most expensive valuations Apple ups trade-in values for array of devices ahead of WWDC
After plunging more than 53% through the first half of May, shares of Xanadu Quantum Technologies (XNDU 1.44%) started heading in the other direction last week as the quantum computing rose 11.6%. The rise is continuing into this week, with management suggesting it could soon announce funding from the Canadian government, which is spurring investors to buy shares. According to data provided by S&P...
After plunging more than 53% through the first half of May, shares of Xanadu Quantum Technologies (XNDU 1.44%) started heading in the other direction last week as the quantum computing rose 11.6%. The rise is continuing into this week, with management suggesting it could soon announce funding from the Canadian government, which is spurring investors to buy shares. According to data provided by S&P Global Market Intelligence, shares of Xanadu are up 14.1% from the end of last Friday's market session through the close of trading yesterday. Management teases that good news is on the horizon Expressing his enthusiasm about the U.S. government's announcement last week of $2 billion in funding for quantum computing companies, Xanadu CEO Christian Weedbrook took to LinkedIn to celebrate the news for the quantum computing industry. Expand NASDAQ : XNDU Xanadu Quantum Technologies Today's Change ( -1.44 %) $ -0.25 Current Price $ 17.07 Key Data Points Market Cap $5.2B Day's Range $ 16.40 - $ 17.59 52wk Range $ 6.97 - $ 42.44 Volume 49.2K Avg Vol 6.1M But it was what he hinted at about the company's potential funding in the Great White North that has investors reaching for the buy button on the Canadian quantum computing stock. With Weedbrook suggesting that Xanadu could receive nearly $400 million in funding from federal and provincial governments in Canada, investors believe some of the risk related to the company has been removed and that it has a clearer path to developing a quantum data center by 2030. Is it too late to buy Xanadu stock after its recent rise? While the sharp rise in Xanadu stock may be surprising, investors should remember the power of speculation as a motivating factor. Believing that almost $400 million in funding is in the company's future, many investors see Xanadu as a more attractive quantum computing stock than before. Whether the company receives the influx of funding remains to be seen, but what is certain is that those considering Xanadu stock ...
College graduates are turning their tassels and heading into a labor market upended by AI. Knowing how to prompt, vibe code, and work alongside AI agents have increasingly become an expectation—but AMD CEO Lisa Su says knowing how to use the tools isn’t enough. “The world does not just need people who know how to use powerful tools, it needs people who know what to use them for, people with a sens...
College graduates are turning their tassels and heading into a labor market upended by AI. Knowing how to prompt, vibe code, and work alongside AI agents have increasingly become an expectation—but AMD CEO Lisa Su says knowing how to use the tools isn’t enough. “The world does not just need people who know how to use powerful tools, it needs people who know what to use them for, people with a sense of purpose, judgment, courage,” Su recently told MIT’s class of 2026 graduates during her commencement address. “People who look at a hard problem and say ‘I know this is really, really important, and we can figure this out’” are the next change-makers, according to the semiconductor leader. And Su is not alone in believing big thinkers will stay afloat in the AI revolution; Nvidia CEO Jensen Huang has emphasized that beyond being tech savvy, professionals need to leverage human skills like judgement and creativity to win out. And Sam Altman, the leader of OpenAI, said that talent who have good “taste” and human judgement in the AI era will make their mark. AMD chief tells young grads they have great responsibility in shaping future with AI The internet transformed communication, mobile computing changed “how we live,” and cloud computing altered the way of work. But the MIT alum said that the AI era is different from all the previous technological shifts that have taken place because it will accelerate discovery in every sector—and finally get to the bottom of unsolvable problems. And while AI may supercharge human capability across industries, Su stressed that the technology itself won’t decide the future—people will, making it critical for young workers to learn how to use the tools responsibly. “Now, the way to think about [AI] is it makes each of us more capable, whether you’re talking about medicine, science, energy, [or] climate,” Su said. “But let me be clear about something: Technology itself does not decide what the future looks like, the best people do.” “For e...
College graduates are turning their tassels and heading into a labor market upended by AI. Knowing how to prompt, vibe code, and work alongside AI agents have increasingly become an expectation—but AMD CEO Lisa Su says knowing how to use the tools isn’t enough. “The world does not just need people who know how to use powerful tools, it needs people who know what to use them for, people with a sens...
College graduates are turning their tassels and heading into a labor market upended by AI. Knowing how to prompt, vibe code, and work alongside AI agents have increasingly become an expectation—but AMD CEO Lisa Su says knowing how to use the tools isn’t enough. “The world does not just need people who know how to use powerful tools, it needs people who know what to use them for, people with a sense of purpose, judgment, courage,” Su recently told MIT’s class of 2026 graduates during her commencement address. “People who look at a hard problem and say ‘I know this is really, really important, and we can figure this out’” are the next change-makers, according to the semiconductor leader. And Su is not alone in believing big thinkers will stay afloat in the AI revolution; Nvidia CEO Jensen Huang has emphasized that beyond being tech savvy, professionals need to leverage human skills like judgement and creativity to win out. And Sam Altman, the leader of OpenAI, said that talent who have good “taste” and human judgement in the AI era will make their mark. AMD chief tells young grads they have great responsibility in shaping future with AI The internet transformed communication, mobile computing changed “how we live,” and cloud computing altered the way of work. But the MIT alum said that the AI era is different from all the previous technological shifts that have taken place because it will accelerate discovery in every sector—and finally get to the bottom of unsolvable problems. And while AI may supercharge human capability across industries, Su stressed that the technology itself won’t decide the future—people will, making it critical for young workers to learn how to use the tools responsibly. “Now, the way to think about [AI] is it makes each of us more capable, whether you’re talking about medicine, science, energy, [or] climate,” Su said. “But let me be clear about something: Technology itself does not decide what the future looks like, the best people do.” “For e...
In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, TransDigm Group Inc (Symbol: TDG) has taken over the #91 spot from Intuitive Surgical Inc (Symbol: ISRG), according to ETF Channel . Below is a chart of TransDigm Group Inc versus Intuitive Surgical Inc plotting their respective rank within the S&P 500 over time (TDG plotted in blue; ISRG p...
In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, TransDigm Group Inc (Symbol: TDG) has taken over the #91 spot from Intuitive Surgical Inc (Symbol: ISRG), according to ETF Channel . Below is a chart of TransDigm Group Inc versus Intuitive Surgical Inc plotting their respective rank within the S&P 500 over time (TDG plotted in blue; ISRG plotted in green): Below is a three month price history chart comparing the stock performance of TDG vs. ISRG: TDG is currently trading up about 0.9%, while ISRG is off about 0.5% midday Friday. Favorites » Further TDG Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Shinsei Motions/iStock via Getty Images OpenAI ( OPENAI ) said it is launching a program called Rosalind Biodefense to help trusted developers build new biodefense and pandemic preparedness capabilities. The AI start-up backed by Microsoft ( MSFT ) is also expanding trusted access to its AI model GPT‑Rosalind for select U.S. government and allied partners supporting public health and biodefense mi...
Shinsei Motions/iStock via Getty Images OpenAI ( OPENAI ) said it is launching a program called Rosalind Biodefense to help trusted developers build new biodefense and pandemic preparedness capabilities. The AI start-up backed by Microsoft ( MSFT ) is also expanding trusted access to its AI model GPT‑Rosalind for select U.S. government and allied partners supporting public health and biodefense missions. Last month, OpenAI launched the AI model GPT‑Rosalind, which is designed to accelerate drug discovery and support biology-related research work. "Advances in biology can strengthen our ability to prevent, detect, and respond to biological threats. Our goal is to help build a more robust ecosystem – giving trusted defenders frontier AI to develop and operate new defenses for public health and biodefense," said OpenAI in a post on X. The company said in a blog post that the strategy includes equipping defenders through trusted access to advanced AI tools, accelerating the development of medical countermeasures, building earlier warning systems, strengthening diagnostics, preparedness, and response capabilities, and supporting an evaluation ecosystem. OpenAI noted that it will sponsor access to GPT‑Rosalind and provide launch support to trusted developers building frontier biosecurity applications that can strengthen societal defenses and build pandemic preparedness. This includes work across areas like epidemiological modeling, early detection, screening, preparedness, non-pharmaceutical interventions, or NPIs, and other public-health-relevant capabilities. The company added that it is collaborating with Lawrence Livermore National Laboratory, or LLNL, which is applying AI to advance biopreparedness and bioresilience. OpenAI is also working with Johns Hopkins Applied Physics Laboratory, which intends to integrate GPT‑Rosalind into a protein‑engineering platform to accelerate screening of mutant enzymes for therapeutics, countermeasure development, and emerging biothre...
Organic Media/E+ via Getty Images Introduction A few years ago, I became interested in far-out technology, autonomous robotics, and vehicles. At first, I focused on manufacturing , hardware such as LiDAR, actuators, etc., the nuts & bolts of the future millions of robots and robotaxis that can profoundly change human habits and our ecosystem. Then AI appeared and advanced this technology by decade...
Organic Media/E+ via Getty Images Introduction A few years ago, I became interested in far-out technology, autonomous robotics, and vehicles. At first, I focused on manufacturing , hardware such as LiDAR, actuators, etc., the nuts & bolts of the future millions of robots and robotaxis that can profoundly change human habits and our ecosystem. Then AI appeared and advanced this technology by decades; the hardware needed an artificial brain to run it. There are now many robot and AV (autonomous vehicle) companies in the process of breaking into mass production and operations: Alphabet's ( GOOGL ) Waymo, Tesla’s ( TESL ) Optimus, Pony Ai ( PONY ), etc., and while Nvidia ( NVDA ) may be one of the key “brain” suppliers, they all still need eyes and how to interpret the environment, which is where Mobileye ( MBLY ) and Ouster ( OUST ) come into play. Beyond Lidar Both MBLY and OUST have gone beyond the LiDAR hardware, which is increasingly being commoditized and losing margin. The Chinese can make them better and cheaper. The value added is in interpreting what the lidar “sees” and sending this to the brain/AI. In Mobileye’s case, they are sticking to the mobile (as in moving) market, whether in cars, trucks, robotaxis, drones, or robots, etc. This will be far more important in Vehicle-to-Everything (V2X) convergence. A mobile eye will provide vastly more data than fixed observations (Ouster). Both have plenty of market to gain, but long-term, the mobility sensors coupled with AI should be in higher demand and command greater returns. Here, MBLY has 25 years of experience and has developed the full stack of Lidar/cameras/sensors with software to allow autonomous everything to function correctly and send data to all the other entities as they move through the environment. Comparing Estimates The stark reality is that MBLY is profitable and has a similar growth trajectory (based on consensus estimates) but is substantially cheaper than OUST. One could argue that Ouster’s s...