Bilanol Florida is already among one of the lowest-tax states in the U.S. and a new proposal might make it even more tax-friendly. Governor Ron DeSantis has unveiled a sweeping initiative aimed at reducing, and eventually eliminating, property taxes for many Florida homeowners. Residents aren't the only ones that would be impacted by the overhaul, with potential benefits for homebuilders like D.R....
Bilanol Florida is already among one of the lowest-tax states in the U.S. and a new proposal might make it even more tax-friendly. Governor Ron DeSantis has unveiled a sweeping initiative aimed at reducing, and eventually eliminating, property taxes for many Florida homeowners. Residents aren't the only ones that would be impacted by the overhaul, with potential benefits for homebuilders like D.R. Horton ( DHI ), Lennar ( LEN ), and PulteGroup ( PHM ). How it would work: The proposal scales up the homestead exemption for a primary residence, raising it from the current $50K to $250K. According to the governor's office, the change would wipe out property taxes for around 60% of Florida homeowners, while the long-term plan—that targets a $500K exemption—would effectively eliminate the tax for 92% of residents across the state. Florida legislators will be called to Tallahassee next week for a special legislative session to debate the proposal and its financial implications. To be passed, it would need a 60% supermajority approval in both the state House and Senate, followed by at least 60% voter approval from the general Florida electorate in a future statewide election. "I think a lot of people need relief. I think a lot of people have been wondering, where can we get it?" DeSantis declared at a news conference. "In Palm Beach, they're sitting on a gold mine. They've got all these people who live there three months of the year, and they buy $25M homes. That should be your tax base." The math: Big concerns surround the billions of dollars in lost property tax revenue, which funds everything from schools and the police to parks and libraries. DeSantis has proposed establishing a mega-state trust fund to offset any losses and bankroll counties that aren't able to close the gap, but that may take away power from local communities. Some are also concerned the new proposal would only shift revenue collection elsewhere, leading to additional fees surrounding local services l...
At $221.23, Credo Technology (NASDAQ:CRDO) is a hold. The stock is pressing against a 52-week high of $233.70 after a parabolic run, leaving almost no margin for error on a thesis that is otherwise working beautifully. Credo designs high-speed connectivity hardware for AI data centers, including Active Electrical Cables, retimers, optical DSPs, and SerDes IP ... Credo Technology Nearing 52-Week Hi...
At $221.23, Credo Technology (NASDAQ:CRDO) is a hold. The stock is pressing against a 52-week high of $233.70 after a parabolic run, leaving almost no margin for error on a thesis that is otherwise working beautifully. Credo designs high-speed connectivity hardware for AI data centers, including Active Electrical Cables, retimers, optical DSPs, and SerDes IP ... Credo Technology Nearing 52-Week High: Buy, Sell or Hold?
MSI has unveiled a new Claw 8 handheld gaming PC ahead of the Computex 2026 show, and this model swaps out its predecessors’ Intel Lunar Lake mobile chip for a specialized handheld processor. MSI describes the Claw 8 EX AI Plus as being the “world’s first” handheld to contain the recently announced Intel Arc G3 Extreme processor, which features an array of Xe3 GPU cores to run games. We should not...
MSI has unveiled a new Claw 8 handheld gaming PC ahead of the Computex 2026 show, and this model swaps out its predecessors’ Intel Lunar Lake mobile chip for a specialized handheld processor. MSI describes the Claw 8 EX AI Plus as being the “world’s first” handheld to contain the recently announced Intel Arc G3 Extreme processor, which features an array of Xe3 GPU cores to run games. We should note that the Acer Predator Atlas 8 and OneXPlayer 3 gaming handhelds are also expected to launch with these chips, but MSI may be the first out of the gate. The Claw 8 EX AI Plus also has a single NVME M.2 SSD slot for gaming and data storage, and supports up to 32GB of dual-channel LPDDR5x memory, though MSI hasn’t specified what RAM configurations will be available. The launch date and price also haven’t been announced yet, but the previous MSI Claw 8 AI Plus was $1,000 when it launched last year. What we do know is that the new MSI Claw 8 EX AI Plus features an eight-inch 1920 x 1200 touchscreen that runs at up to 120Hz. It also has a new chassis design with updated grips that aim to be more comfortable during long gaming sessions, alongside Hall effect triggers and sticks that offer more precise control. MSI says a new high-end linear motor has been introduced for faster and improved haptic feedback and “improved power efficiency” — though it didn’t mention how long you can expect the battery to last. Only one color option seems to be available, which MSI describes as “Void Purple.” We’ll have to wait and see how it fares for actual gaming performance, but it can’t be worse than MSI’s disastrous first attempt at delivering a powerful gaming handheld.
In recent developments within the AI Chips arena, Ultimo has introduced an expanded suite of digital workers aimed at transforming industrial maintenance operations. These AI-driven assistants are designed to integrate intelligence directly into the workflows of maintenance teams, covering functions such as planning, technician support, and health, safety & environment (HSE) management. Accessible...
In recent developments within the AI Chips arena, Ultimo has introduced an expanded suite of digital workers aimed at transforming industrial maintenance operations. These AI-driven assistants are designed to integrate intelligence directly into the workflows of maintenance teams, covering functions such as planning, technician support, and health, safety & environment (HSE) management. Accessible through platforms like Microsoft Teams, these digital workers address crucial challenges such as an aging workforce and the vast data management needs faced by industrial organizations. By automating routine tasks and enhancing decision-making capabilities, they enable teams to prioritize critical maintenance work, optimize operations, and consistently meet safety and compliance standards. This advancement underscores the growing trend of embedding AI within enterprise asset management (EAM) systems to turbocharge productivity and operational efficiency. In other market news, was trading firmly up 14.7% and ending the day at HK$61.75, close to the 52-week high. In the meantime, softened, down 10.2% to end trading at CN¥8.06. Advertisement Best AI Chip Stocks closed at $518.09 up 4.6%, near its 52-week high. Rocket One Inc. was accepted into AMD's AI Developer Program one day ago, gaining access to resources supporting advanced AI development and simulation for new computing technologies. closed at $518.09 up 4.6%, near its 52-week high. Rocket One Inc. was accepted into AMD's AI Developer Program one day ago, gaining access to resources supporting advanced AI development and simulation for new computing technologies. settled at $214.25 up 0.8%. This week, NVIDIA announced that Infineon Technologies joined its MGX AI Factory ecosystem to enhance power delivery for AI data centers. settled at $214.25 up 0.8%. This week, NVIDIA announced that Infineon Technologies joined its MGX AI Factory ecosystem to enhance power delivery for AI data centers. settled at $923.52 down 0.5%, ...
SBI Okasan Asset Management Co.Ltd. bought a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 10,070 shares of the semiconductor company's stock, valued at approximately $3,030,000. Taiwan Semiconductor Manufacturing comprises approximately...
SBI Okasan Asset Management Co.Ltd. bought a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 10,070 shares of the semiconductor company's stock, valued at approximately $3,030,000. Taiwan Semiconductor Manufacturing comprises approximately 0.2% of SBI Okasan Asset Management Co.Ltd.'s investment portfolio, making the stock its 27th biggest position. Other large investors have also recently bought and sold shares of the company. Oak Harvest Investment Services increased its stake in shares of Taiwan Semiconductor Manufacturing by 2.9% in the fourth quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company's stock valued at $336,000 after buying an additional 31 shares during the period. Falcon Wealth Planning increased its stake in shares of Taiwan Semiconductor Manufacturing by 4.4% in the fourth quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company's stock valued at $237,000 after buying an additional 33 shares during the period. Drive Wealth Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 0.7% in the fourth quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company's stock valued at $1,522,000 after buying an additional 33 shares during the period. Sovereign Financial Group Inc. increased its stake in shares of Taiwan Semiconductor Manufacturing by 4.5% in the fourth quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company's stock valued at $241,000 after buying an additional 34 shares during the period. Finally, Avion Wealth increased its stake in shares of Taiwan Semiconductor Manufacturing by 10.8% in the fourth quarter. Avion Wealth now owns 349 shares of the semiconductor company's stock valued at $106,000 after buying an additional 34 shares d...
BitFuFu Inc. (FUFU) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.03 per share. This compares to a loss of $0.1 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -62.55%. A quarter ago, it was expected that this company would post a loss of $0.02 per share when it actu...
BitFuFu Inc. (FUFU) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.03 per share. This compares to a loss of $0.1 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -62.55%. A quarter ago, it was expected that this company would post a loss of $0.02 per share when it actually produced a loss of $0.2, delivering a surprise of -900%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. BitFuFu Inc., which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $72.66 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 22.16%. This compares to year-ago revenues of $78.04 million. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. BitFuFu Inc. shares have lost about 24.2% since the beginning of the year versus the S&P 500's gain of 10.5%. What's Next for BitFuFu Inc.? While BitFuFu Inc. has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. A...
monsitj/iStock via Getty Images The S&P 500 Technology ( XLK ) sector is on pace for back-to-back monthly gains of more than 10%, a feat not seen since March and April 2009 as markets rebounded from the Financial Crisis lows. The powerful rally has reignited investor enthusiasm across mega-cap tech and semiconductor stocks, with several leading names posting strong momentum scores and bullish quan...
monsitj/iStock via Getty Images The S&P 500 Technology ( XLK ) sector is on pace for back-to-back monthly gains of more than 10%, a feat not seen since March and April 2009 as markets rebounded from the Financial Crisis lows. The powerful rally has reignited investor enthusiasm across mega-cap tech and semiconductor stocks, with several leading names posting strong momentum scores and bullish quantitative ratings. Among the top-ranked S&P Technology sector holdings by Seeking Alpha Quant Ratings, Micron Technology ( MU ) and Advanced Micro Devices ( AMD ) stand out at the top of the list. Both stocks carry near-perfect Quant Ratings of 4.99 and “Strong Buy” recommendations, supported by A+ momentum grades that reflect their strong recent price performance amid the broader tech surge. The remainder of the top 10 holdings currently hold “Hold” ratings within the quantitative system, though many continue to benefit from the sector’s historic rally. The list includes heavyweight technology names such as NVIDIA ( NVDA ), Apple ( AAPL ), Microsoft ( MSFT ), and Broadcom ( AVGO ), alongside semiconductor equipment makers Lam Research ( LRCX ) and Applied Materials ( AMAT ). Palantir Technologies ( PLTR ), which has remained one of the market’s most closely watched AI-driven software names, also appears among the top holdings with a Quant Rating of 3.45. Seeking Alpha’s Quant Ratings system evaluates stocks based on a range of key quantitative factors, including valuation, growth, profitability, earnings revisions, and momentum. Stocks are graded on a scale from 1 to 5, with ratings above 3.5 generally considered bullish and ratings below 2.5 viewed as bearish. Top S&P Technology sector holdings by Quant Rating: Micron Technology ( MU ): 4.99 Advanced Micro Devices ( AMD ): 4.99 Lam Research ( LRCX ): 3.49 NVIDIA ( NVDA ): 3.49 Broadcom ( AVGO ): 3.48 Cisco Systems ( CSCO ): 3.48 Apple ( AAPL ): 3.48 Applied Materials ( AMAT ): 3.48 Microsoft ( MSFT ): 3.46 Palantir Technol...
monsitj/iStock via Getty Images The S&P 500 Technology ( XLK ) sector is on pace for back-to-back monthly gains of more than 10%, a feat not seen since March and April 2009 as markets rebounded from the Financial Crisis lows. The powerful rally has reignited investor enthusiasm across mega-cap tech and semiconductor stocks, with several leading names posting strong momentum scores and bullish quan...
monsitj/iStock via Getty Images The S&P 500 Technology ( XLK ) sector is on pace for back-to-back monthly gains of more than 10%, a feat not seen since March and April 2009 as markets rebounded from the Financial Crisis lows. The powerful rally has reignited investor enthusiasm across mega-cap tech and semiconductor stocks, with several leading names posting strong momentum scores and bullish quantitative ratings. Among the top-ranked S&P Technology sector holdings by Seeking Alpha Quant Ratings, Micron Technology ( MU ) and Advanced Micro Devices ( AMD ) stand out at the top of the list. Both stocks carry near-perfect Quant Ratings of 4.99 and “Strong Buy” recommendations, supported by A+ momentum grades that reflect their strong recent price performance amid the broader tech surge. The remainder of the top 10 holdings currently hold “Hold” ratings within the quantitative system, though many continue to benefit from the sector’s historic rally. The list includes heavyweight technology names such as NVIDIA ( NVDA ), Apple ( AAPL ), Microsoft ( MSFT ), and Broadcom ( AVGO ), alongside semiconductor equipment makers Lam Research ( LRCX ) and Applied Materials ( AMAT ). Palantir Technologies ( PLTR ), which has remained one of the market’s most closely watched AI-driven software names, also appears among the top holdings with a Quant Rating of 3.45. Seeking Alpha’s Quant Ratings system evaluates stocks based on a range of key quantitative factors, including valuation, growth, profitability, earnings revisions, and momentum. Stocks are graded on a scale from 1 to 5, with ratings above 3.5 generally considered bullish and ratings below 2.5 viewed as bearish. Top S&P Technology sector holdings by Quant Rating: Micron Technology ( MU ): 4.99 Advanced Micro Devices ( AMD ): 4.99 Lam Research ( LRCX ): 3.49 NVIDIA ( NVDA ): 3.49 Broadcom ( AVGO ): 3.48 Cisco Systems ( CSCO ): 3.48 Apple ( AAPL ): 3.48 Applied Materials ( AMAT ): 3.48 Microsoft ( MSFT ): 3.46 Palantir Technol...
Russia’s biggest stock exchange opened the door for regulated XRP access in mid-May. Moscow Exchange launched an official XRP index and ruble-settled futures, giving its qualified investors a way to buy and trade XRP (CRYPTO: XRP) without leaving the Russian financial system. In the two weeks since, XRP accumulation has picked up. Whale wallets have ... Ripple News: Russian Investors Accumulate XR...
Russia’s biggest stock exchange opened the door for regulated XRP access in mid-May. Moscow Exchange launched an official XRP index and ruble-settled futures, giving its qualified investors a way to buy and trade XRP (CRYPTO: XRP) without leaving the Russian financial system. In the two weeks since, XRP accumulation has picked up. Whale wallets have ... Ripple News: Russian Investors Accumulate XRP After Moscow Exchange Launched an Official XRP Index
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (MU) has become a focal point for investors after its market value crossed US$1t, a move closely tied to intense AI driven demand for high bandwidth memory in data centers. See our latest analysis for Micron Technology. At a share price of US...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (MU) has become a focal point for investors after its market value crossed US$1t, a move closely tied to intense AI driven demand for high bandwidth memory in data centers. See our latest analysis for Micron Technology. At a share price of US$923.52, Micron has had a powerful run, with a 30 day share price return of 83.13% and year to date share price return of 192.79%. The 1 year total shareholder return is extremely high, reflecting how rapidly sentiment around AI memory demand has shifted in Micron’s favor. If Micron’s surge has you looking beyond a single stock, this is a good moment to see which other companies are riding the same AI infrastructure build out through 47 AI infrastructure stocks With Micron now valued at about US$1.0t and trading well above the average analyst price target of US$674.23, investors face a straightforward question: is this still an early entry into an AI memory leader, or is the market already pricing in years of growth? Most Popular Narrative: 82% Overvalued According to the most widely followed narrative on Micron, the fair value sits at $507.88 per share, well below the recent close at $923.52. This sets up a tension between narrative expectations and current market pricing. In conclusion, Micron Technology stands at a fascinating crossroads where the promise of a powerful, AI-driven supercycle meets the persistent risks of a volatile industry. The core investment thesis is a bet that the structural, long-term demand for high-performance memory, particularly HBM, will be strong enough to fundamentally change the company's profitability and mitigate the historical boom-and-bust cycles. Read the complete narrative. Curious what sits behind that confidence in HBM, margin strength, and long term earnings power, all feeding into a much lower fair value than today’s price, the ful...
Micron Technology (MU) Valuation Check As AI HBM Demand Lifts Market Value Beyond US$1t Yahoo Finance Up 214% This Year, Is It Too Late to Buy Micron Stock? The Motley Fool Jim Cramer Discusses Micron As Its Market Cap Touches a Trillion Dollars Yahoo Finance Micron Stock: The ‘Insatiable’ Logic Behind the Memory Maker’s ‘Extreme’ Gains. Barron's Three Charts Capturing Micron’s Record Rise to $1 T...
Micron Technology (MU) Valuation Check As AI HBM Demand Lifts Market Value Beyond US$1t Yahoo Finance Up 214% This Year, Is It Too Late to Buy Micron Stock? The Motley Fool Jim Cramer Discusses Micron As Its Market Cap Touches a Trillion Dollars Yahoo Finance Micron Stock: The ‘Insatiable’ Logic Behind the Memory Maker’s ‘Extreme’ Gains. Barron's Three Charts Capturing Micron’s Record Rise to $1 Trillion Bloomberg.com SK Hynix, Micron Join Trillion-Dollar Club WSJ Tech ETFs to Buy as Micron Technology Joins the $1 Trillion Club Zacks Investment Research Micron investors are partying like it’s 1987. Analysts say the stock still looks pretty cheap. MarketWatch Micron Hits a $1 Trillion Market Cap After UBS — and Trump — Praise It Business Insider
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (MU) has become a focal point for investors after its market value crossed US$1t, a move closely tied to intense AI driven demand for high bandwidth memory in data centers. See our latest analysis for Micron Technology. At a share price of US...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (MU) has become a focal point for investors after its market value crossed US$1t, a move closely tied to intense AI driven demand for high bandwidth memory in data centers. See our latest analysis for Micron Technology. At a share price of US$923.52, Micron has had a powerful run, with a 30 day share price return of 83.13% and year to date share price return of 192.79%. The 1 year total shareholder return is extremely high, reflecting how rapidly sentiment around AI memory demand has shifted in Micron’s favor. If Micron’s surge has you looking beyond a single stock, this is a good moment to see which other companies are riding the same AI infrastructure build out through 47 AI infrastructure stocks With Micron now valued at about US$1.0t and trading well above the average analyst price target of US$674.23, investors face a straightforward question: is this still an early entry into an AI memory leader, or is the market already pricing in years of growth? Most Popular Narrative: 82% Overvalued According to the most widely followed narrative on Micron, the fair value sits at $507.88 per share, well below the recent close at $923.52. This sets up a tension between narrative expectations and current market pricing. In conclusion, Micron Technology stands at a fascinating crossroads where the promise of a powerful, AI-driven supercycle meets the persistent risks of a volatile industry. The core investment thesis is a bet that the structural, long-term demand for high-performance memory, particularly HBM, will be strong enough to fundamentally change the company's profitability and mitigate the historical boom-and-bust cycles. Read the complete narrative. Curious what sits behind that confidence in HBM, margin strength, and long term earnings power, all feeding into a much lower fair value than today’s price, the ful...
Good morning . SpaceX scales back its IPO valuation as it gears up for the big day. The summer internship may be the latest AI casualty. And we look at why the food industry is now all about over-the-top flavors. Listen to the day’s top stories . — Marc Perrier Market Snapshot S&P 500 Futures 7,590.25 +0.1% Nasdaq 100 Futures 30,344.75 +0.1% WTI crude oil futures $87.07 -2.1% Market data as of 07:...
Good morning . SpaceX scales back its IPO valuation as it gears up for the big day. The summer internship may be the latest AI casualty. And we look at why the food industry is now all about over-the-top flavors. Listen to the day’s top stories . — Marc Perrier Market Snapshot S&P 500 Futures 7,590.25 +0.1% Nasdaq 100 Futures 30,344.75 +0.1% WTI crude oil futures $87.07 -2.1% Market data as of 07:02 AM ET. Data is subject to provider delays. SpaceX pared back its valuation target to at least $1.8 trillion in its initial public offering , people familiar said, as Elon Musk’s rocket and artificial intelligence company nears its market debut. The company, which was reported in April to be seeking a valuation above $2 trillion, tweaked its expectations following discussions with advisers and investors. Here’s a look at how SpaceX’s IPO will define the AI boom . Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad. Thursday’s incident is a setback for the Jeff Bezos-backed firm’s efforts to challenge SpaceX, as well as Amazon’s ambitions to build out its Leo satellite network . US futures held steady as traders waited to see whether Washington and Iran can finalize a peace deal and ease tensions in the Middle East . Brent crude is on track for its biggest monthly decline since 2020 amid growing optimism that shipments through the Strait of Hormuz will return to normal. Check out the latest market themes here . College Mergers Take a Long Time. Trump Officials Want to Speed Them Up Read more Dell Technologies shares surged in premarket trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power AI work. In other tech news, Apollo Global Management and Blackstone are said to be working to bring additional investors into a roughly $36 billion debt financing deal to help Anthropic PBC build out its AI infrastructure . And get ready for...