Ripple (CRYPTO: XRP) has spent years trying to plug into the traditional financial system, and Washington may finally be opening the door. President Trump’s May 19 executive order has put Ripple’s application for a Fed master account back in the spotlight, and the crypto market is paying attention. XRP is trading around $1.28 today after ... AI Predicts What XRP Looks Like If Ripple Gets A Fed Mas...
Ripple (CRYPTO: XRP) has spent years trying to plug into the traditional financial system, and Washington may finally be opening the door. President Trump’s May 19 executive order has put Ripple’s application for a Fed master account back in the spotlight, and the crypto market is paying attention. XRP is trading around $1.28 today after ... AI Predicts What XRP Looks Like If Ripple Gets A Fed Master Account
US stock futures edged up as Wall Street cheered Dell's (DELL) earnings and awaited an official update on US negotiations with Iran. Futures attached to the Dow Jones Industrial Average (YM=F) and the benchmark S&P 500 (ES=F) rose roughly 0.1%. Futures attached to the tech-heavy Nasdaq 100 (NQ=F) hovered just above the flatline. After the bell, Dell's (DELL) results blew past investors’ expectatio...
US stock futures edged up as Wall Street cheered Dell's (DELL) earnings and awaited an official update on US negotiations with Iran. Futures attached to the Dow Jones Industrial Average (YM=F) and the benchmark S&P 500 (ES=F) rose roughly 0.1%. Futures attached to the tech-heavy Nasdaq 100 (NQ=F) hovered just above the flatline. After the bell, Dell's (DELL) results blew past investors’ expectations, lifting its stock more than 20%. The company issued an upbeat outlook, indicating the rapid expansion of data centers amid the AI boom would continue to drive demand for its servers, which run on Nvidia (NVDA) chips. In day trading, stocks rose with the S&P 500 (^GSPC) and Nasdaq (^IXIC) touching record highs as confidence in the AI trade and hopes of easing global tensions boosted sentiment. Since Trump signaled last week that the US in the “final stages” of talks with Iran, markets have largely been upbeat. The trend continued this week, with the S&P 500 and Nasdaq hitting record highs three days in a row. An official update on the negotiations, however, remains elusive, even as reports circulate of a deal for a ceasefire extension reaching Trump’s desk. Markets are eager for relief on the US-Iran war front as the closure of the Strait of Hormuz exacerbates rapidly rising prices and drums up concerns about Federal Reserve’s next moves on interest rates.
US stock futures edged down despite Dell's earnings report as Wall Street awaited an official update on US negotiations with Iran. Futures attached to the Dow Jones Industrial Average (YM=F) and the benchmark S&P 500 (ES=F) slipped roughly 0.1%. Futures attached to the tech-heavy Nasdaq 100 (NQ=F) lowered 0.3%. After the bell, Dell’s (DELL) results blew past investors’ expectations, lifting its st...
US stock futures edged down despite Dell's earnings report as Wall Street awaited an official update on US negotiations with Iran. Futures attached to the Dow Jones Industrial Average (YM=F) and the benchmark S&P 500 (ES=F) slipped roughly 0.1%. Futures attached to the tech-heavy Nasdaq 100 (NQ=F) lowered 0.3%. After the bell, Dell’s (DELL) results blew past investors’ expectations, lifting its stock close to 40%. The company issued an upbeat outlook, indicating the rapid expansion of data centers amid the AI boom would continue to drive demand for its servers, which run on Nvidia (NVDA) chips. In day trading, stocks rose, with the S&P 500 (^GSPC) and Nasdaq (^IXIC) touching record highs, as confidence in the AI trade and hopes of easing global tensions boosted sentiment. Since Trump signaled last week that the US is in the “final stages” of talks with Iran, markets have largely been upbeat. The trend continued this week, with the S&P 500 and Nasdaq hitting record highs three days in a row. An official update on the negotiations, however, remains elusive, even as reports circulate of a deal for a ceasefire extension reaching Trump’s desk. Markets are eager for relief on the US-Iran war front as the closure of the Strait of Hormuz exacerbates rapidly rising prices and drums up concerns about the Federal Reserve’s next moves on interest rates. LIVE 1 update
Image source: The Motley Fool. Thursday, May 28, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Ashutosh Kulkarni Chief Financial Officer — Navam Welihinda TAKEAWAYS Total Revenue -- $451 million, up 16% (14% in constant currency). -- $451 million, up 16% (14% in constant currency). Sales-Led Subscription Revenue -- $375 million, grew 19% (16% in constant currency) for the quarter. ...
Image source: The Motley Fool. Thursday, May 28, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Ashutosh Kulkarni Chief Financial Officer — Navam Welihinda TAKEAWAYS Total Revenue -- $451 million, up 16% (14% in constant currency). -- $451 million, up 16% (14% in constant currency). Sales-Led Subscription Revenue -- $375 million, grew 19% (16% in constant currency) for the quarter. -- $375 million, grew 19% (16% in constant currency) for the quarter. Full-Year Revenue -- Increased 17% with a non-GAAP operating margin of 16.4%. -- Increased 17% with a non-GAAP operating margin of 16.4%. Q4 CRPO -- $1.2 billion, up 20% both as reported and in constant currency, accelerating from 15% the prior quarter. -- $1.2 billion, up 20% both as reported and in constant currency, accelerating from 15% the prior quarter. Q4 RPO -- $1.98 billion, up 28% reported and 27.4% in constant currency, reaching the highest year-over-year growth in four years. -- $1.98 billion, up 28% reported and 27.4% in constant currency, reaching the highest year-over-year growth in four years. Non-Current RPO -- Grew 43% year over year, showing increased multi-year contracts. -- Grew 43% year over year, showing increased multi-year contracts. Operating Margin -- Non-GAAP was 14.8% for the quarter, up over 120 basis points for the year. -- Non-GAAP was 14.8% for the quarter, up over 120 basis points for the year. Adjusted Free Cash Flow Margin -- Approximately 20% for the year. -- Approximately 20% for the year. Share Repurchases -- $40 million returned in Q4, totaling 4.4 million shares since the program began, with 68% of $500 million authorization used. -- $40 million returned in Q4, totaling 4.4 million shares since the program began, with 68% of $500 million authorization used. Large Customer Growth -- Over thirty net new $1 million-plus ACV customers added in the year, bringing the total above 240; 30% increase in $5 million-plus ACV customers. -- Over thirty net new $1 million-plus A...
Key Points CFO Gary Merrill sold 4,560 shares for a transaction value of approximately $479,000 on May 19, 2026. The sale represented 5.92% of Gary's direct holdings, reducing direct ownership to 72,507 shares. All shares involved were held directly; no indirect entities or derivative securities were part of this transaction. Overall holdings have declined by nearly 50% in the past year. 10 stocks...
Key Points CFO Gary Merrill sold 4,560 shares for a transaction value of approximately $479,000 on May 19, 2026. The sale represented 5.92% of Gary's direct holdings, reducing direct ownership to 72,507 shares. All shares involved were held directly; no indirect entities or derivative securities were part of this transaction. Overall holdings have declined by nearly 50% in the past year. 10 stocks we like better than Commvault Systems › Gary Merrill, Chief Financial Officer of Commvault Systems, Inc. (NASDAQ:CVLT), reported the sale of 4,560 shares of common stock in multiple open-market transactions on May 19, 2026, as disclosed in a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 4,560 Transaction value $479,000 Post-transaction shares (direct) 72,507 Post-transaction value (direct ownership) ~$7.6 million Transaction values based on SEC Form 4 weighted average price ($105.10). Key questions How does the size of this sale compare to Merrill's recent selling activity? The 4,560-share sale is slightly below Merrill's historical average sell size of approximately 4,859 shares per transaction, reflecting a pattern of consistent, moderate dispositions as his available holdings have declined. The 4,560-share sale is slightly below Merrill's historical average sell size of approximately 4,859 shares per transaction, reflecting a pattern of consistent, moderate dispositions as his available holdings have declined. What fraction of Merrill's overall position was impacted by this transaction? This sale accounted for 5.92% of his direct holdings at the time, reducing his position from 77,067 shares to 72,507 shares, with no indirect or derivative holdings involved. This sale accounted for 5.92% of his direct holdings at the time, reducing his position from 77,067 shares to 72,507 shares, with no indirect or derivative holdings involved. Did the market price at the time of sale indicate any valuation premium or discount? The weighted average sale pric...
In this article @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT Gas prices are displayed at an Exxon station ahead of the Memorial Day weekend in Great Neck, New York, May 22, 2026. Shannon Stapleton | Reuters Exxon Mobil warned Thursday that oil inventories will fall to record low levels in coming weeks, forcing prices to spike and curbing demand. "We're approaching unheard of inventory le...
In this article @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT Gas prices are displayed at an Exxon station ahead of the Memorial Day weekend in Great Neck, New York, May 22, 2026. Shannon Stapleton | Reuters Exxon Mobil warned Thursday that oil inventories will fall to record low levels in coming weeks, forcing prices to spike and curbing demand. "We're approaching unheard of inventory levels," said Exxon Senior Vice President Neil Chapman at a conference hosted by Bernstein in New York. "I mean really, really low levels," Chapman warned. "You can debate whether that's going to hit, those really low levels, in two weeks or three weeks. Once you get to that point, then you'll see price shoot up." The price of physical Brent oil cargoes will spike to $150 to $160 per barrel when inventories hit all-time lows in coming weeks, the executive said. "When the price gets to a certain level, demand destruction brings it back into balance," he said. Brent futures for July delivery, the nearest contract, closed under $94 per barrel Thursday as investors once again held out hope for a settlement between the U.S. and Iran that will reopen the Strait of Hormuz. Iran's closure of the strait has cost the market more than a billion barrels so far, the largest oil supply disruption in history, according to the International Energy Agency. Oil stockpiles have mitigated the impact so far, but that "can't last forever," Chapman said. The IEA warned earlier this month that inventories are being depleted at a record pace . The organization's members agreed in March to release a record 400 million barrels to lessen the impact of the supply disruption. Oil industry executives have warned for two months that the crude futures market is not reflecting the scale of the disruption triggered by the war in the Middle East. "I don't know, whether it's two to three weeks or three to four weeks," Chapman said. "What I'm really saying is, once you get to the minimum inventory levels and all-...
Republic of Ireland midfielder Jamie McGrath says he expects protests against the side's upcoming Israel fixtures to "heat up" after Thursday's friendly win over Qatar was disrupted. The Aviva Stadium game - which the Republic of Ireland won 1-0 thanks to Nathan Collins' early header - was twice briefly interrupted in the first half when home fans threw tennis balls featuring the Palestine flag on...
Republic of Ireland midfielder Jamie McGrath says he expects protests against the side's upcoming Israel fixtures to "heat up" after Thursday's friendly win over Qatar was disrupted. The Aviva Stadium game - which the Republic of Ireland won 1-0 thanks to Nathan Collins' early header - was twice briefly interrupted in the first half when home fans threw tennis balls featuring the Palestine flag on to the pitch. After the game, RTE reported that protesters were ejected from the ground, and McGrath expects more backlash before the Republic of Ireland face Israel in a neutral venue on 27 September and 4 October in Dublin in the Nations League. Earlier this week, Republic of Ireland stalwart Seamus Coleman said the situation "should have been dealt with above us". "I obviously listened to Seamus' interview and I think he was spot on," McGrath told BBC Sport NI. "It's obviously a unique scenario. The people [protesters], we have to listen to them, they have the right to do what they do, as long as it's done in a peaceful way, that's all that matters. "I'm sure it's going to heat up over the next few months. Like I said, we don't want to be put into a position. Hopefully the powers above us can work something out or use it for the greater good, I'm not sure what the process will be as it heats up. "At the end of the day, we're footballers and we don't want to be caught in this, but sometimes we might have to."
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) has entered rare air. The memory-chip maker's rally has pushed its market value above $1 trillion for the first time, as investors continue chasing companies tied to the AI infrastructure buildout. Shares climbed as much as 6.7% on Wednesday after surging 19% the previous day, extending a move of more than 186% from the March ...
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) has entered rare air. The memory-chip maker's rally has pushed its market value above $1 trillion for the first time, as investors continue chasing companies tied to the AI infrastructure buildout. Shares climbed as much as 6.7% on Wednesday after surging 19% the previous day, extending a move of more than 186% from the March 30 trough. The message from the market is straightforward: demand for memory-related semiconductors could be becoming one of the more important pressure points in the AI trade. The pace of the move is what makes this rally stand out. Micron doubled its market capitalization from $500 billion to $1 trillion in just 48 trading days, the fastest such move on record. That beat Samsung Electronics' recent 82-day run and Tesla's 230-day move from 2021. SK Hynix nearly joined the record chase as well, crossing the $1 trillion level in South Korea on Wednesday, 61 days after reaching $500 billion in February. The broader setup remains powerful, with companies pledging hundreds of billions of dollars toward AI capital expenditures, putting memory components in high demand and possibly weakening the sector's long-running pattern of cyclical profits. Micron has become one of the biggest winners in the mega-cap market over the last year. Its shares have gained nearly 850% over the past 12 months, trailing only SK Hynix (HXSCL), which has risen more than 1,000%. By comparison, the Nasdaq 100 Index (NASDAQ:QQQ) is up about 40%, while the Philadelphia Semiconductor Index has climbed 161%. The rally is also being supported by stronger fundamentals, with Micron's earnings growth accelerating in recent quarters and analysts expecting about $105 in adjusted earnings per share by the end of fiscal 2027, more than 1,200% above the $8.07 reported for fiscal 2025.
Micron Technology MU has entered rare air. The memory-chip maker's rally has pushed its market value above $1 trillion for the first time, as investors continue chasing companies tied to the AI infrastructure buildout. Shares climbed as much as 6.7% on Wednesday after surging 19% the previous day, extending a move of more than 186% from the March 30 trough. The message from the market is straightf...
Micron Technology MU has entered rare air. The memory-chip maker's rally has pushed its market value above $1 trillion for the first time, as investors continue chasing companies tied to the AI infrastructure buildout. Shares climbed as much as 6.7% on Wednesday after surging 19% the previous day, extending a move of more than 186% from the March 30 trough. The message from the market is straightforward: demand for memory-related semiconductors could be becoming one of the more important pressure points in the AI trade. The pace of the move is what makes this rally stand out. Micron doubled its market capitalization from $500 billion to $1 trillion in just 48 trading days, the fastest such move on record. That beat Samsung Electronics' recent 82-day run and Tesla's 230-day move from 2021. SK Hynix nearly joined the record chase as well, crossing the $1 trillion level in South Korea on Wednesday, 61 days after reaching $500 billion in February. The broader setup remains powerful, with companies pledging hundreds of billions of dollars toward AI capital expenditures, putting memory components in high demand and possibly weakening the sector's long-running pattern of cyclical profits. Micron has become one of the biggest winners in the mega-cap market over the last year. Its shares have gained nearly 850% over the past 12 months, trailing only SK Hynix (HXSCL), which has risen more than 1,000%. By comparison, the Nasdaq 100 Index QQQ is up about 40%, while the Philadelphia Semiconductor Index has climbed 161%. The rally is also being supported by stronger fundamentals, with Micron's earnings growth accelerating in recent quarters and analysts expecting about $105 in adjusted earnings per share by the end of fiscal 2027, more than 1,200% above the $8.07 reported for fiscal 2025.
Ibrahima Konaté looks set to leave Liverpool after failing to agree a contract extension. The 27-year-old’s representatives have been in extensive talks with the club about extending his five-year stay at Anfield but it now looks certain that the France international will leave for free. If Konaté walks away from Liverpool out of contract, it will be the second consecutive year – after Trent Alexa...
Ibrahima Konaté looks set to leave Liverpool after failing to agree a contract extension. The 27-year-old’s representatives have been in extensive talks with the club about extending his five-year stay at Anfield but it now looks certain that the France international will leave for free. If Konaté walks away from Liverpool out of contract, it will be the second consecutive year – after Trent Alexander-Arnold ran down his deal before a £10m move to Real Madrid – that the club will have lost one of their first-choice defenders without receiving a significant fee. Konaté has had a disappointing season but losing an established centre-back will come as a blow for the sporting director Richard Hughes, with new defensive recruits Jérémy Jacquet and Giovanni Leoni both working their way back to fitness after significant injuries and transfer speculation swirling over the future of Joe Gomez. With Mohamed Salah and Andy Robertson also leaving, Konaté’s departure would mean another mainstay of the Jürgen Klopp era departing. The Paris-born player is now likely to be courted by Paris Saint-Germain, although Chelsea have also been linked with a move. In April the defender hinted he would like to stay at Anfield when he opened up about the contract negotiations. He said: “My future? There are many things people have said but for a long time we have spoken with the club and we are close to an agreement. I think everyone wished for that for as long as possible but we are in a good way. “There is a big chance I’m here next season. This is what I always wanted. I’m waiting to sort the contract but when everything is sorted you will have to ask Richard [Hughes, Liverpool’s sporting director] what I said to him in September, November and he’s going to say something to make everyone quiet.”
This article first appeared on GuruFocus. Micron Technology (MU, Financials) received another bullish call as DA Davidson raised its price target on the memory-chip maker to $1,500 from $1,000. The firm kept its Buy rating, pointing to a shift in how investors may need to think about Micron's business. Memory chips have long been treated as a commodity, with pricing often moving sharply through bo...
This article first appeared on GuruFocus. Micron Technology (MU, Financials) received another bullish call as DA Davidson raised its price target on the memory-chip maker to $1,500 from $1,000. The firm kept its Buy rating, pointing to a shift in how investors may need to think about Micron's business. Memory chips have long been treated as a commodity, with pricing often moving sharply through boom-and-bust cycles. DA Davidson analyst Gil Luria argued that this view may be changing. AI data centers increasingly rely on high-bandwidth memory that is designed closely around advanced computing systems. That makes Micron's role more important and potentially less interchangeable than in past memory cycles. The call comes as Wall Street grows more optimistic about Micron. UBS, Barclays and Mizuho have also raised their targets recently, citing stronger AI-related memory demand and better long-term earnings visibility. Micron has already rallied sharply this year and recently reached a $1 trillion market value for the first time. That makes the valuation debate more important. For investors, the question is whether AI demand can keep memory pricing strong long enough to support higher earnings and cash flow. The next test will be whether Micron continues to show that this cycle is structurally different from past memory booms.
Micron Technology (MU, Financials) received another bullish call as DA Davidson raised its price target on the memory-chip maker to $1,500 from $1,000. The firm kept its Buy rating, pointing to a shift in how investors may need to think about Micron's business. Memory chips have long been treated as a commodity, with pricing often moving sharply through boom-and-bust cycles. DA Davidson analyst Gi...
Micron Technology (MU, Financials) received another bullish call as DA Davidson raised its price target on the memory-chip maker to $1,500 from $1,000. The firm kept its Buy rating, pointing to a shift in how investors may need to think about Micron's business. Memory chips have long been treated as a commodity, with pricing often moving sharply through boom-and-bust cycles. DA Davidson analyst Gil Luria argued that this view may be changing. AI data centers increasingly rely on high-bandwidth memory that is designed closely around advanced computing systems. That makes Micron's role more important and potentially less interchangeable than in past memory cycles. The call comes as Wall Street grows more optimistic about Micron. UBS, Barclays and Mizuho have also raised their targets recently, citing stronger AI-related memory demand and better long-term earnings visibility. Micron has already rallied sharply this year and recently reached a $1 trillion market value for the first time. That makes the valuation debate more important. For investors, the question is whether AI demand can keep memory pricing strong long enough to support higher earnings and cash flow. The next test will be whether Micron continues to show that this cycle is structurally different from past memory booms.