Microsoft's stock experienced significant upward movement, coupled with intraday volatility, largely driven by several positive developments around its artificial intelligence (AI) initiatives and strong analyst sentiment. A key catalyst appears to be recent reports indicating Microsoft's strategic push towards developing in-house AI models. The company is reportedly planning to unveil a suite of ...
Microsoft's stock experienced significant upward movement, coupled with intraday volatility, largely driven by several positive developments around its artificial intelligence (AI) initiatives and strong analyst sentiment. A key catalyst appears to be recent reports indicating Microsoft's strategic push towards developing in-house AI models. The company is reportedly planning to unveil a suite of new AI models, including a coding model, at its upcoming Build developer conference, aiming to reduce its reliance on external AI partners like OpenAI and Anthropic. This move is seen as a way to lower costs and strengthen its competitive position in the rapidly evolving AI landscape. These internal AI developments are particularly important given that Microsoft's agreement with OpenAI for receiving models at no cost is set to expire in 2032. Furthermore, positive analyst coverage has significantly contributed to the upward momentum. Numerous analysts have reiterated "Buy" or "Strong Buy" ratings for MSFT, with several increasing their price targets, citing Microsoft's strong position in AI and cloud computing markets. For instance, Morgan Stanley recently provided a bullish forecast for Microsoft's cloud infrastructure business, anticipating rapid expansion of data center capacity and increased monetization as new systems come online. HSBC analysts have also projected substantial annual Azure revenue growth by 2030, partly due to Microsoft's partnership with Anthropic. Microsoft's ongoing investments in AI and cloud infrastructure, coupled with its strategic partnerships, are reinforcing its market leadership. The company's AI business has already surpassed $37 billion in annualized revenue, demonstrating significant year-over-year growth. Its Microsoft 365 Copilot paid seats have also seen substantial increases, indicating strong adoption of its AI-powered productivity tools. The sentiment from market analysts suggests that investors might be underestimating Microsoft's a...
Broadcom's stock experienced significant upward movement, driven by a confluence of positive developments surrounding its artificial intelligence (AI) and connectivity portfolios. Investor enthusiasm was bolstered by several recent product announcements and strategic collaborations that underscore the company's expanding presence in high-growth technology sectors. Specifically, Broadcom unveiled n...
Broadcom's stock experienced significant upward movement, driven by a confluence of positive developments surrounding its artificial intelligence (AI) and connectivity portfolios. Investor enthusiasm was bolstered by several recent product announcements and strategic collaborations that underscore the company's expanding presence in high-growth technology sectors. Specifically, Broadcom unveiled new Wi-Fi 8 systems-on-chip for routers and mesh networks, a 50G PON home gateway system-on-chip with integrated on-device AI and security features, and a global fixed wireless access reference design in partnership with Samsung. The company also announced a collaboration with FuriosaAI to co-develop third-generation AI accelerators and rack-scale inference platforms, strategically broadening its reach across both home broadband and data center infrastructure. These product launches and partnerships demonstrate Broadcom's commitment to innovation in critical areas like AI and advanced networking. Further contributing to the positive sentiment is the strong financial outlook for Broadcom's AI semiconductor business. While the official second-quarter 2026 earnings report is anticipated next week, prior guidance indicated robust growth, with AI semiconductor revenue expected to accelerate significantly in the second quarter. Management has also provided projections for annual AI chip sales, suggesting substantial future revenue potential from this segment. This forward-looking guidance is playing a pivotal role in shaping investor expectations. Analyst community endorsements also provided a tailwind. Multiple investment firms have recently reiterated "Buy" or "Overweight" ratings and increased their price targets for Broadcom, reflecting strong conviction in the company's prospects, particularly its opportunities within the AI infrastructure market. This sustained analyst confidence, coupled with the company's strategic advancements in AI and connectivity, continues to fuel inv...
TechCrunch Disrupt 2026 returns October 13–15 to Moscone West in San Francisco — and applications to speak are open for just a few more hours. We’re inviting founders, investors, operators, and technology experts to apply for a chance to take the stage at one of the most influential tech events of the year. More than 10,000 startup and VC leaders will gather at Disrupt 2026 to explore what’s next ...
TechCrunch Disrupt 2026 returns October 13–15 to Moscone West in San Francisco — and applications to speak are open for just a few more hours. We’re inviting founders, investors, operators, and technology experts to apply for a chance to take the stage at one of the most influential tech events of the year. More than 10,000 startup and VC leaders will gather at Disrupt 2026 to explore what’s next in AI, scaling, fintech, infrastructure, robotics, and the future of innovation. Applications close tonight at 11:59 p.m. PT. Apply now to share your expertise and help shape the conversations defining the tech industry. Pick your session format We’re looking for high-impact speakers to lead one of two session types: Breakout Sessions — A 30-minute talk (up to 4 speakers, including a moderator) with a 20-minute audience Q&A. Capacity: 100 attendees. Roundtables — A 30-minute speaker-led group discussion, designed for up to 40 participants. No slides or AV — just insight and conversation. Image Credits:Slava Blazer Photography How the application process works Each application will be carefully reviewed by our editorial team. Finalists will be selected for the Audience Choice vote — where TechCrunch readers choose which sessions make it to the Disrupt stage. Learn more about speaking on Disrupt’s Call for Content page. Lead the conversation at Disrupt 2026 If you have actionable insights, real-world experience, and a desire to contribute meaningfully to the tech ecosystem — we want to hear from you. Submit your application before today’s deadline.
Usually, tech stocks are the best place to put your money, right? Not always. International dividend stocks have been strong lately. Until mid-April, the Vanguard International High Dividend Yield ETF (VYMI +0.02%) had outperformed the Invesco QQQ Trust (QQQ +0.02%), which tracks the tech-heavy Nasdaq-100 index, for about the previous 11 months. Even though the Nasdaq-100 has recently rallied, thi...
Usually, tech stocks are the best place to put your money, right? Not always. International dividend stocks have been strong lately. Until mid-April, the Vanguard International High Dividend Yield ETF (VYMI +0.02%) had outperformed the Invesco QQQ Trust (QQQ +0.02%), which tracks the tech-heavy Nasdaq-100 index, for about the previous 11 months. Even though the Nasdaq-100 has recently rallied, this is a good reminder that growth stocks don't always beat value stocks. These two ETFs have quite different investment goals and portfolios. But for some investors, buying the Vanguard International High Dividend Yield ETF could be a good move -- even compared with tech stocks. Let's look at these two stock ETFs and see how to decide whether to add them to your portfolio. Vanguard International High Dividend Yield ETF: Reliably profitable companies from 45 countries The Vanguard International High Dividend Yield ETF holds a total of 1,582 international stocks that are expected to deliver higher-than-average dividends. Forty-five countries are represented in this fund. The top holdings are in developed markets like Japan and Western Europe, but the fund also has smaller holdings of stocks from emerging markets, including Brazil, India, and South Africa. This is a well-diversified fund that lets you "buy the world" beyond the U.S. market. It's delivered average annual returns of 21% over the past three years and 13.2% over the past five years. And its expense ratio is quite low -- only 0.07%. Expand NASDAQ : VYMI Vanguard International High Dividend Yield ETF Today's Change ( 0.02 %) $ 0.02 Current Price $ 100.07 Key Data Points Day's Range $ 100.04 - $ 100.35 52wk Range $ 77.46 - $ 101.71 Volume 3.8K A big part of that success comes from the fund's strong focus on high-yield dividend stocks. Top holdings include major financial stocks like HSBC Holdings (1.7% of the fund), big pharma stocks like Roche Holding AG (1.54%), global energy leader Shell (1.4%), consumer staples gi...
The rapid rise of autonomous AI agents is creating favorable demand for cloud infrastructure, and few companies are better positioned to benefit than CoreWeave, Inc. CRWV. As enterprises move beyond traditional AI chatbots toward autonomous systems capable of reasoning, planning and executing tasks independently, the computing requirements behind these applications are expanding dramatically. Reco...
The rapid rise of autonomous AI agents is creating favorable demand for cloud infrastructure, and few companies are better positioned to benefit than CoreWeave, Inc. CRWV. As enterprises move beyond traditional AI chatbots toward autonomous systems capable of reasoning, planning and executing tasks independently, the computing requirements behind these applications are expanding dramatically. Recognizing this trend, CRWV has unveiled a unified set of agentic AI capabilities designed to create a continuous feedback loop between training and inference. Until recently, AI agents followed a fixed cycle: train, test offline, deploy, monitor and retrain when problems appeared. But this approach struggles with modern agentic applications because offline evaluations cannot capture every real-world scenario, causing failures after deployment. As AI agents take on critical roles in customer support, coding, research and automation, companies need systems that improve continuously from live interactions. CoreWeave aims to address this challenge with a new platform designed for real-time learning and continuous improvement. Furthermore, CRWV introduced an agentic AI platform built around four key pillars: serverless reinforcement learning, production-ready inference, agent observability and autonomous improvement. Its Serverless RL service enables enterprises to post-train large language models with lower costs, faster training speeds, automatic scaling and no infrastructure management. The platform’s inference layer is designed for reliable production performance with monitoring for latency, throughput and scaling. Through Weights & Biases’ Weave platform, organizations gain deep visibility into agent behavior, failure modes and multi-agent workflows, helping improve reliability over time. CoreWeave also introduced autonomous improvement capabilities using W&B Skills and MCP servers, allowing AI agents to run experiments, analyze production data and generate optimizations with...
Stocks are hovering near highs to close out the week. Crude oil is dipping, while gold and silver are mixed. The dollar and Treasuries are flatlining. From semiconductor stocks to the entire South Korean stock market, the AI boom has been sending select assets higher. Today, Dell Technologies Inc. (DELL) is capturing the spotlight! Dell stock is soaring another 38% – on top of a 150% year-to-date ...
Stocks are hovering near highs to close out the week. Crude oil is dipping, while gold and silver are mixed. The dollar and Treasuries are flatlining. From semiconductor stocks to the entire South Korean stock market, the AI boom has been sending select assets higher. Today, Dell Technologies Inc. (DELL) is capturing the spotlight! Dell stock is soaring another 38% – on top of a 150% year-to-date rally – amid surging sales for AI servers. The firm boosted its full-year revenue target by $27 billion to $167 billion, with CEO Jeff Clarke saying, “The AI opportunity shows no signs of slowing.” To get your FREE copy of the complete MoneyShow 2026 Top Picks Report, click here. DELL, GOOGL, AVGO (YTD % Change) chart Data by YCharts Speaking of AI, the private equity and credit titans Apollo Global Management Inc. (APO) and Blackstone Inc. (BX) are reportedly trying to arrange a massive $36 billion AI infrastructure deal. They’re lining up investors to raise money to buy Alphabet Inc. (GOOGL) Tensor Processing Units (TPUs), which the Claude maker Anthropic PBC would lease to ensure it has adequate computing power. Broadcom Inc. (AVGO) would provide a payment backstop to help facilitate the transaction. Meanwhile, Brent crude oil futures are on track for their biggest monthly drop since the pandemic in 2020. The decline of more than 18% to around $90 a barrel stems from optimism about an extended ceasefire deal between the US and Iran. One is allegedly close, though similar reports have emerged for weeks – and ultimately come to naught. See also: MoneyMasters Podcast 5/28/26: US-China Relations and the Race for Innovation The relief couldn’t come fast enough for American families. The US personal savings rate plunged to 2.6% last month from 5.8% a year earlier as higher costs pressured wallets and pocketbooks. That was the lowest the savings rate has been since mid-2022, and before that, the mid-2000s. More From MoneyShow.com:
Vanguard Target Maturity 2036 Corporate Bond ETF ( VBCJ ) - $0.3163 . 30-Day SEC Yield of 5.35% as of May 26. Payable Jun 03; for shareholders of record Jun 01; ex-div Jun 01. More on Vanguard Target Maturity 2036 Corporate Bond ETF Dividend scorecard for Vanguard Target Maturity 2036 Corporate Bond ETF
Vanguard Target Maturity 2036 Corporate Bond ETF ( VBCJ ) - $0.3163 . 30-Day SEC Yield of 5.35% as of May 26. Payable Jun 03; for shareholders of record Jun 01; ex-div Jun 01. More on Vanguard Target Maturity 2036 Corporate Bond ETF Dividend scorecard for Vanguard Target Maturity 2036 Corporate Bond ETF
Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don’t think so. Here is why. Is the valuation actually stretched? Against the S&P 500, yes. MSFT t...
Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don’t think so. Here is why. Is the valuation actually stretched? Against the S&P 500, yes. MSFT trades at a P/S of 10.1 vs. 3.2 for the index, a P/FCF of 44.0 vs. 19.6, and a P/E of 25.6 vs. 23.7. On those numbers, the stock looks expensive. See Microsoft’s valuation metrics. But compared to its own history, the picture changes. MSFT’s three-year average P/E is 36.3. At 25.6 today, the stock is trading at a meaningful discount to where the market has historically been willing to price it. That gap matters. While Microsoft’s valuation shows a discount to its historical average, the broader software sector presents other intriguing pricing anomalies. For a look at another major player, see our analysis: Is Salesforce Stock Deeply Undervalued At $175? Does the business justify a premium valuation? The numbers say yes, clearly. Revenue has grown at an average of 15.3% annually over three years, nearly three times the S&P 500’s 5.8%. In the most recent quarter alone, revenues grew 18.3% year-on-year to $83 billion. The metrics suggest the market may be pricing accelerating growth at a historical discount. Profitability is where Microsoft genuinely separates itself. The operating margin stands at 46.8% vs. 18.4% for the S&P 500. Net income margin is 39.3% vs. 12.9%. Operating cash flow margin is 53.5% vs. 21.1%. See how Microsoft’s margins compare with its peers, including Alphabet (GOOGL) and Amazon (AMZN). These are not slight advantages. A business generating $170 billion in operating cash flow annually has considerable room to absorb elevated capex without structural damage to its financials. Is the balance sheet a concern? No. Debt stands at just $57 billion against a $...
New filings show in Texas show the number of fully self-driving cars that are in Tesla's robotaxi fleet. A top executive at Tesla teased that Cybercabs would soon join the company's fleet of robotaxis.
New filings show in Texas show the number of fully self-driving cars that are in Tesla's robotaxi fleet. A top executive at Tesla teased that Cybercabs would soon join the company's fleet of robotaxis.
Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don’t think so. Here is why. Is the valuation actually stretched? Against the S&P 500, yes. MSFT t...
Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don’t think so. Here is why. Is the valuation actually stretched? Against the S&P 500, yes. MSFT trades at a P/S of 10.1 vs. 3.2 for the index, a P/FCF of 44.0 vs. 19.6, and a P/E of 25.6 vs. 23.7. On those numbers, the stock looks expensive. See Microsoft’s valuation metrics. But compared to its own history, the picture changes. MSFT’s three-year average P/E is 36.3. At 25.6 today, the stock is trading at a meaningful discount to where the market has historically been willing to price it. That gap matters. While Microsoft’s valuation shows a discount to its historical average, the broader software sector presents other intriguing pricing anomalies. For a look at another major player, see our analysis: Is Salesforce Stock Deeply Undervalued At $175? Does the business justify a premium valuation? The numbers say yes, clearly. Revenue has grown at an average of 15.3% annually over three years, nearly three times the S&P 500’s 5.8%. In the most recent quarter alone, revenues grew 18.3% year-on-year to $83 billion. The metrics suggest the market may be pricing accelerating growth at a historical discount. Profitability is where Microsoft genuinely separates itself. The operating margin stands at 46.8% vs. 18.4% for the S&P 500. Net income margin is 39.3% vs. 12.9%. Operating cash flow margin is 53.5% vs. 21.1%. See how Microsoft’s margins compare with its peers, including Alphabet (GOOGL) and Amazon (AMZN). These are not slight advantages. A business generating $170 billion in operating cash flow annually has considerable room to absorb elevated capex without structural damage to its financials. Is the balance sheet a concern? No. Debt stands at just $57 billion against a $...
Key Points Prior to the start of this week, First Solar stock had dropped about 1.3%. An analyst provided an upwardly revised price target for First Solar stock. 10 stocks we like better than First Solar › Before this week began, First Solar (NASDAQ: FSLR) stock had declined about 1.3% since the start of 2026. This week, however, shares of the solar stock are heading sharply in the other direction...
Key Points Prior to the start of this week, First Solar stock had dropped about 1.3%. An analyst provided an upwardly revised price target for First Solar stock. 10 stocks we like better than First Solar › Before this week began, First Solar (NASDAQ: FSLR) stock had declined about 1.3% since the start of 2026. This week, however, shares of the solar stock are heading sharply in the other direction. With an analyst providing a bullish outlook for First Solar stock, investors have found sufficient cause to click the buy button. According to data provided by S&P Global Market Intelligence, shares of First Solar are up 17.7% from the end of trading last Friday through the close of yesterday's market session. 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 » One analyst is forecasting bright days ahead for this solar stock Upgrading First Solar stock to buy from hold on Wednesday, GLJ Research analyst Gordon Johnson raised his price target 52% to $315 from $207.82. According to Thefly.com, the company has reduced its risk through the launch of its Series 6 CuRe Copper Replacement program at its Ohio manufacturing campus. Based on First Solar's shares closing at $269.95 on Tuesday, Johnson's price target implies upside of 16.7%. Is now the time to power your portfolio with First Solar stock? Instead of placing too much emphasis on one analyst's price target, potential solar stock investors would be better served to evaluate the company's financials. With the company growing both revenue and free cash flow over the past couple of years, First Solar is in sound financial health. And while the current lack of enthusiasm in Washington D.C. may be a headwind for First Solar in the near-term, this certainly isn't a factor that suggests the sun has set on the company's potential growth in the long term. Should y...
Chinese authorities have increasingly targeted the unauthorized outflow of essential materials, including rare earth magnets and minerals such as gallium, titanium, and bismuth. Photo: VCG China has penalized at least 11 companies this year for illegally exporting restricted rare earths and critical minerals as Beijing intensifies its crackdown on strategic resource smuggling. The latest violation...
Chinese authorities have increasingly targeted the unauthorized outflow of essential materials, including rare earth magnets and minerals such as gallium, titanium, and bismuth. Photo: VCG China has penalized at least 11 companies this year for illegally exporting restricted rare earths and critical minerals as Beijing intensifies its crackdown on strategic resource smuggling. The latest violation surfaced Thursday, when superhard material producer Monte-Bianco Diamond Applications Co. Ltd. announced it was fined 910,000 yuan ($133,914) for shipping state-controlled dysprosium in April 2025 without a required export license.
Image source: The Motley Fool. Wednesday, May 27, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Darryl White Chief Financial Officer — Rahul Nalgirkar Chief Risk Officer — Piyush Agrawal Group Head, U.S. Personal and Business Banking — Aron Levine Head, Canadian Personal and Commercial Banking — Mathew Mehrotra Group Head, Capital Markets — Alan Tannenbaum Head, Canadian Commerc...
Image source: The Motley Fool. Wednesday, May 27, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Darryl White Chief Financial Officer — Rahul Nalgirkar Chief Risk Officer — Piyush Agrawal Group Head, U.S. Personal and Business Banking — Aron Levine Head, Canadian Personal and Commercial Banking — Mathew Mehrotra Group Head, Capital Markets — Alan Tannenbaum Head, Canadian Commercial Banking — Sharon Haward-Laird Head, Investor Relations — Christine Viau TAKEAWAYS Adjusted EPS -- $3.67, a 40% increase, reflecting higher pre-provision pretax earnings and broad-based fee revenue growth. -- $3.67, a 40% increase, reflecting higher pre-provision pretax earnings and broad-based fee revenue growth. Pre-provision pretax earnings (PPPT) -- $4.4 billion, up 16% due to strong operating leverage and fee generation across multiple segments. -- $4.4 billion, up 16% due to strong operating leverage and fee generation across multiple segments. Record Net Income -- $2.7 billion, supported by fee strength in Capital Markets, Wealth Management, and Treasury and Payment Solutions. -- $2.7 billion, supported by fee strength in Capital Markets, Wealth Management, and Treasury and Payment Solutions. Operating Leverage -- 4.1%, with revenue up 10% and expenses up 6%, resulting from efficiency programs and tight cost control. -- 4.1%, with revenue up 10% and expenses up 6%, resulting from efficiency programs and tight cost control. Return on Equity (ROE) -- 13.5%, up 370 basis points, reflecting capital optimization and core business performance. -- 13.5%, up 370 basis points, reflecting capital optimization and core business performance. Return on Tangible Common Equity (ROTCE) -- 17.6%, up 480 basis points, highlighting franchise returns on capital deployed. -- 17.6%, up 480 basis points, highlighting franchise returns on capital deployed. Credit Metrics -- Provision for credit losses (PCL) stable at $739 million, with performing loan coverage at 69 basis points. -- Prov...
Key Points SoFi Technologies is a leading U.S. digital financial platform with a growing member base of nearly 15 million. Nu has achieved explosive growth in Latin America, serving approximately 135 million customers across three countries. Which high-growth fintech stock offers the best value for your investment portfolio in 2026? 10 stocks we like better than SoFi Technologies › Are you looking...
Key Points SoFi Technologies is a leading U.S. digital financial platform with a growing member base of nearly 15 million. Nu has achieved explosive growth in Latin America, serving approximately 135 million customers across three countries. Which high-growth fintech stock offers the best value for your investment portfolio in 2026? 10 stocks we like better than SoFi Technologies › Are you looking to add a digital banking disruptor to your portfolio? Choosing between SoFi Technologies (NASDAQ:SOFI) and Nu Holdings (NYSE:NU) depends on whether you prefer a U.S. consumer specialist or a Latin American growth engine. Both companies are successfully chipping away at the market share of traditional banks by offering low-fee, digital-first products. While SoFi aims to become a financial super-app for American professionals, Nu has built a massive customer base across emerging markets like Brazil, making this a classic battle between steady domestic expansion and rapid international scaling. The case for SoFi Technologies SoFi Technologies functions as a one-stop shop for personal finance, catering to high-earning members with its mobile-first platform. It generates revenue by offering a suite of products, including personal loans, mortgages, and checking accounts, while also providing technology infrastructure through its Galileo and Technisys segments. By positioning itself as a modern alternative to legacy banks in the fintech stocks space, the company aims to capture the full lifecycle of its members. For fiscal year 2025, revenue reached $3.6 billion, representing a significant 35% increase compared to the previous year. The company reported a net income of approximately $481.3 million, which translates to a net margin of roughly 13%. This net margin represents the percentage of total revenue that remains as profit after all expenses are paid, and it shows how much the company earns for every dollar it brings in. As of its December 2025 balance sheet, the debt-to-equi...
Win McNamee/Getty Images News A federal judge in Virginia on Friday temporarily blocked the U.S. Department of Justice from taking any additional action on its Anti-Weaponization Fund as legal challenges proceed, according to a media report on Friday. Judge Leonie Brinkema’s order prohibits the DOJ from transferring money to the fund, considering claims, or disbursing any funds while the lawsuit m...
Win McNamee/Getty Images News A federal judge in Virginia on Friday temporarily blocked the U.S. Department of Justice from taking any additional action on its Anti-Weaponization Fund as legal challenges proceed, according to a media report on Friday. Judge Leonie Brinkema’s order prohibits the DOJ from transferring money to the fund, considering claims, or disbursing any funds while the lawsuit moves forward, CNBC reported. The DOJ said earlier this month it was creating the $1.8B fund as part of settling President Donald Trump’s $10B lawsuit against the Internal Revenue Service over the leak of his tax records by an IRS employee. The fund is intended to compensate individuals who claim they were victims of prosecutorial overreach during the Biden administration. Critics have labeled it a “slush fund” for Trump allies, including participants in the January 6, 2021, Capitol riot. Judge Brinkema set a June 12 hearing on whether to maintain the block, ordering the Trump administration to file its opposition by June 5, CNBC reported. This lawsuit is one of three federal cases challenging the fund. Dear readers : We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the Markets Fed Returns To Profitability In First Quarter As Deferred Asset Declines Wall Street Brunch: The Last Core PCE Hurrah? A Final Path To Peace? Markets Weekly Outlook The Fed still trails the rule book Infographic: U.S. debt has officially outpaced the economy
Investing.com -- Nvidia's chief executive has a chance to reignite the company's flagging share price at his Computex keynote address Sunday, and Lynx Equity Strategies thinks he will take it, even as the research firm maintains its long-term cautious stance on the stock. Nvidia shares have been losing ground since the company's recent earnings report, underperforming AI semiconductor peers despit...
Investing.com -- Nvidia's chief executive has a chance to reignite the company's flagging share price at his Computex keynote address Sunday, and Lynx Equity Strategies thinks he will take it, even as the research firm maintains its long-term cautious stance on the stock. Nvidia shares have been losing ground since the company's recent earnings report, underperforming AI semiconductor peers despite broadly strong results. Lynx attributed the weakness partly to investors using the stock as a source of funds, and partly to lingering concerns about the ramp trajectory of its next-generation Rubin GPU architecture and competition from custom chips at major cloud providers. "The CEO did not make a compelling case at the earnings call," Lynx Equity Strategies wrote, adding that Jensen Huang now has an opportunity to address that at Computex. The firm stated that investors should watch for elaboration on the $20 billion and $200 billion revenue and total addressable market figures tied to the company's Vera CPU initiative; specifics on the pace of the Rubin ramp underpinning Nvidia's $1 trillion GPU systems outlook; and a long-term update on the networking segment. Lynx also noted that Huang was spotted in Taiwan hosting a dinner with the chiefs of major supply chain partners, including Foxconn, TSMC and Pegatron, an event the local press dubbed the "trillion yuan feast." If momentum from other AI names carries over to Nvidia, Lynx believes the stock could approach $250 near term, based on a 20 times multiple on consensus 2027 earnings estimates. Related articles Can Nvidia’s $1 trillion AI vision reignite the stock rally? As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’ Morgan Stanley CIO survey: Why AI hype isn’t boosting 2026 IT budgets
The AI buildout has a power problem. Hyperscalers are racing to deploy GPUs, but the U.S. grid is short on megawatts, and operators with energized land and signed interconnect agreements have become the chokepoint nobody wants to talk about. The Energy Information Administration’s latest outlook flags data center growth concentrated in the West South Central ... The Secret Energy Play Overlooked b...
The AI buildout has a power problem. Hyperscalers are racing to deploy GPUs, but the U.S. grid is short on megawatts, and operators with energized land and signed interconnect agreements have become the chokepoint nobody wants to talk about. The Energy Information Administration’s latest outlook flags data center growth concentrated in the West South Central ... The Secret Energy Play Overlooked by AI Investors That Is Set to Soar
Micron Technology (MU) has gone from a cyclical also-ran to one of the most talked-about stocks in the market. The company briefly crossed the $1 trillion mark on May 26 after UBS raised its price target to $1,625 from $535, and the rally spilled over into other memory names as investors kept betting that AI data centers will keep using more high-bandwidth memory and NAND flash. The broader chip g...
Micron Technology (MU) has gone from a cyclical also-ran to one of the most talked-about stocks in the market. The company briefly crossed the $1 trillion mark on May 26 after UBS raised its price target to $1,625 from $535, and the rally spilled over into other memory names as investors kept betting that AI data centers will keep using more high-bandwidth memory and NAND flash. The broader chip group has been hot too, with semiconductors leading the market and the Philadelphia Semiconductor Index hitting a record as AI spending keeps widening. Micron is still a memory-chip maker at heart, but that now looks like a much better business than it did a few years ago. The stock has climbed more than eightfold over the past 12 months and is up 223% year-to-date, with the rally driven by AI demand, tight supply, and pricing power that has changed the story around the company. Why the Stock Still Looks Powerful The chart has been stretched for months, but momentum keeps winning. Micron bounced back above its 50-day moving average in March, and later technical commentary warned the stock was trading far above its 200-day average, which usually signals a stock that is already well ahead of itself. Even so, buyers have kept showing up because the company’s fundamentals keep getting better. On valuation, Micron is a little tricky. It does not look cheap on sales, but it still looks inexpensive on earnings. Micron trades at 8.4 times expected earnings over the next 12 months, compared with 22.15x for the S&P 500 and 26.23x for the Nasdaq 100. That is why some bulls still call it a value story, even after a monster rally. What the Trillion-Dollar Move Really Says The trillion-dollar club is more than a bragging right. It tells you that investors no longer see Micron as just a boom-and-bust memory stock. They are starting to view it as an AI infrastructure play, because memory has become critical to data movement and model training inside AI servers. UBS said its higher target re...
A federal judge in Virginia temporarily barred the Trump administration from acting on claims for payouts from the $1.8 billion “anti-weaponization fund” while she weighs a longer-term block as legal challenges continue. Although the proposed fund is still in an early phase — the Justice Department hasn’t announced the selection of the five-person panel that’s supposed to manage it — US District J...
A federal judge in Virginia temporarily barred the Trump administration from acting on claims for payouts from the $1.8 billion “anti-weaponization fund” while she weighs a longer-term block as legal challenges continue. Although the proposed fund is still in an early phase — the Justice Department hasn’t announced the selection of the five-person panel that’s supposed to manage it — US District Judge Leonie Brinkema wrote on Friday that she was issuing the order for now “to ensure that no funds are irreversibly disbursed.” The case in Virginia is one of at least four lawsuits filed objecting to the fund since it was announced earlier this month. The fund was part of an agreement to resolve a lawsuit brought by President Donald Trump seeking to hold the Internal Revenue Service liable for a past leak of his tax information. Opponents have denounced the arrangement as a “slush fund” to benefit the president’s allies and supporters. Brinkema set a hearing for June 12 to consider the request filed Thursday to stop officials from operating the fund while the litigation is pending. The US Treasury Department is set to transfer the full amount of the fund — $1.776 billion — in mid-July, according to a memo from Acting Attorney General Todd Blanche . A Justice Department spokesperson did not immediately respond to a request for comment. The challengers in the Virginia case include a former federal prosecutor who pursued charges against people accused of participating in the Jan. 6, 2021, riots at the US Capitol. Trump granted pardons or other clemency to the more than 1,500 people charged or convicted in the attack, and they are expected to be among those likely to benefit from the fund. “This administration is gifting the people I helped investigate and prosecute after January 6 access to an illegally-created remedial process with minimal structure or oversight, so that this administration can rush money out the door to perceived political allies, while treating me and pe...
The U.S. Food and Drug Administration on Friday proposed to reduce animal studies conducted to assess safety in the development of certain cancer medications, marking the agency’s latest effort to expedite pharmacological development. The regulator recommended conducting only rodent trials in the nonclinical phase of clinical development or replacing three-month non-human primate studies with evid...
The U.S. Food and Drug Administration on Friday proposed to reduce animal studies conducted to assess safety in the development of certain cancer medications, marking the agency’s latest effort to expedite pharmacological development. The regulator recommended conducting only rodent trials in the nonclinical phase of clinical development or replacing three-month non-human primate studies with evidence-based risk assessment. The draft guidance, which is available for public comments until July 30, also included recommendations on when to conduct animal trials and other proposals for general toxicology studies. The FDA identified the move as part of a broader initiative to accelerate drug development, noting that R&D timelines are estimated to currently extend 10–12 years, from discovery to commercialization. “This draft guidance not only supports the FDA’s commitment to expedite regulatory pathways for meaningful treatments but also fulfills the agency’s promise to reduce the use of animal testing during drug development,” said the FDA's oncology head, Angelo de Claro. Leading cancer drugmakers include Pfizer ( PFE ), Merck ( MRK ), Bristol-Myers Squibb ( BMY ), AstraZeneca ( AZN ), GSK ( GSK ), Johnson & Johnson ( JNJ ), and Novartis ( NVS ). Notable contract research organizations exposed to preclinical animal testing: Charles River Laboratories ( CRL ) and Inotiv ( NOTV ) More on Merck, Pfizer, etc. Merck & Co., Inc. (MRK) Shareholder/Analyst Call - Slideshow Pfizer: Reduced TrumpRx/Patent Risks Meet Accretive M&A Efforts - Reiterate Buy FQ1 Healthcare Dividend Roundup: Johnson & Johnson Keeps Outshining Pfizer These 10 large-cap U.S. stocks rank among the market's cheapest names FDA panel backs XFG strain for 2026-27 COVID vaccine update
Tesla stock is trying for seven consecutive gains on Friday, as investors look for progress on its artificial intelligence applications, including robo-taxis and robots. There is reason for some optimism on the AI front, according to a recent report from Morgan Stanley. Tesla uses AI to train its robo-taxis to drive.
Tesla stock is trying for seven consecutive gains on Friday, as investors look for progress on its artificial intelligence applications, including robo-taxis and robots. There is reason for some optimism on the AI front, according to a recent report from Morgan Stanley. Tesla uses AI to train its robo-taxis to drive.
Drone stocks erupted higher yesterday after reports surfaced that the Trump administration is considering directing government funding toward domestic drone manufacturers. According to a Wall Street Journal report cited by Barron’s, Pentagon officials are evaluating ways to support America’s drone supply chain, with several U.S. companies — including Unusual Machines (NASDAQ:UMAC) — viewed by inve...
Drone stocks erupted higher yesterday after reports surfaced that the Trump administration is considering directing government funding toward domestic drone manufacturers. According to a Wall Street Journal report cited by Barron’s, Pentagon officials are evaluating ways to support America’s drone supply chain, with several U.S. companies — including Unusual Machines (NASDAQ:UMAC) — viewed by investors ... Trump’s Next Government Investment May Be Drones. His Son Could Be the Big Winner