Earnings Call Insights: Dollar Tree (DLTR) Q1 fiscal 2026 Management View "Total sales increased 7.2%, while comparable sales rose 3.5%, driven by continued strength in ticket and traffic trends that improved in line with our expectations," said (CEO & Director Michael Creedon), adding that "our multi-price assortment continues to perform well and remains a meaningful growth driver." (CEO Creedon) tied the customer backdrop and strategic focus to value, convenience, and execution, saying, "we recognize the consumer environment remains dynamic, especially for lower-income households navigating higher fuel costs and broader macro uncertainty," and that "against the backdrop of ongoing uncertainty around fuel costs and tariffs, we will continue to protect value while strengthening the quality and relevance of our assortment." (CEO Creedon) emphasized mix and price architecture, stating, "approximately 85% of our sales mix remains at $2 and below," while noting "customers will also see the dollar price point featured in stores" as the company marks its "40th anniversary." "For the first quarter of fiscal 2026, Dollar Tree delivered strong results across the P&L," said (Chief Financial Officer Stewart Glendinning), highlighting that "first quarter net sales increased 7.2% to $5 billion" and "gross margin expanded 120 basis points year-over-year." Outlook "We expect net sales in the range of $20.5 billion to $20.7 billion, reflecting comparable store sales growth of 3% to 4%," said (CFO Glendinning), adding, "we now expect adjusted diluted earnings per share in the range of $6.70 to $7.10." "We expect net sales in the range of $4.8 billion to $4.9 billion, reflecting comparable sales store growth of 2.5% to 3.5%," said (CFO Glendinning), and "adjusted diluted earnings per share are expected to be in the range of $1 to $1.15" for Q2. On tariffs, (CFO Glendinning) said, "we are assuming that the current tariff rates remain in place through July and then increase in the back...

NANO Nuclear Demonstrates Key Supply Chain Role Covered By Recent Acquisition NANO Nuclear Energy connected the dots on two stories we’ve been following closely. $NNE pleased to announce "Recently Acquired NANO Nuclear Subsidiary Secured Transportation Services (STS) Completes Three DOE and NNSA Aligned Nuclear Materials Transport Missions" The completed missions include a record-setting international shipment of high-assay low-enriched… pic.twitter.com/XuVYrFZn1o — NANO Nuclear Energy (NASDAQ: NNE) (@nano_nuclear) May 28, 2026 The company's recently acquired subsidiary, Secured Transportation Services (STS), served as prime logistics contractor for the largest single international HALEU shipment in NNSA history ( 1.7 metric tons ) from Japan, plus support for removing 13.5 kilograms of highly enriched uranium from Venezuela’s dormant RV-1 research reactor. NANO also notes they transported an additional shipment of HALEU for advanced reactor testing in the US. As we covered recently , the NNSA framed the Japan transfer as a landmark win for America’s advanced nuclear fuel supply and nonproliferation goals. The Venezuela operation eliminated a long-standing proliferation risk in the Western Hemisphere. Logistics details stayed quiet at the time. NANO acquired STS for $13 million. The deal instantly converted the pre-revenue microreactor developer into a revenue-generating business. STS posted roughly $1.3 million in profits for the twelve months ended December 31, 2025. Today’s update revealed that STS was the lead operator behind those exact missions. The company handled international licensing, maritime transport, port operations, security planning, customs, and final overland delivery for the Japan campaign; the full scope of a record-setting effort. It also provided planning and U.S. domestic transfer support for the Venezuela HEU removal and executed another domestic HALEU run supporting fuel qualification programs. This is real execution on the logistics side o...

俄羅斯反對美軍在日本部署「堤豐」中程導彈系統。 俄羅斯外交部發言人周四回應，美軍計劃在日本部署「堤豐」中程導彈系統，指俄方已多次向日方表明立場，無論日本臨時、輪換或永久接納美國在日本部署中短程導彈系統，俄方都認為此舉會嚴重損害亞太地區穩定與安全，而且直接威脅俄羅斯遠東邊境安全。 共同社上星期報道，美軍計劃6月至9月，在日本鹿兒島縣的航空基地部署「堤豐」導彈系統，用於美日聯合演習。演習結束後，系統將從鹿屋航空基地撤離，轉移至駐日美軍基地。日本民眾曾要求美軍撤走相關軍備，以免將部署導彈變成常態。 中國外交部日前表示，堅決反對美國在亞洲國家部署中程導彈系統，敦促美方、日方糾正錯誤做法。

Source: Bloomberg, 0:00

格隆汇5月29日｜美国财长贝森特：石油价格将低于冲突前水平。

Benjamin Netanyahu has said he has given orders to the Israeli army to seize control of 70% of the Gaza Strip in a move that threatens to torpedo an already fragile ceasefire and create catastrophic humanitarian conditions in the already devastated territory. Under the US-brokered ceasefire in October, the Israeli army withdrew to a demarcation line which gave Israel direct control of 53% of the occupied territory. Since then, Israeli forces have steadily advanced their positions westward into the Hamas-controlled half of the strip, and declared an ever-expanded no man’s land west of that, within which they claim the right to decide who can enter and open fire on anyone perceived as a threat. In recent days, Israeli-backed armed militias have taken a leading role in emptying the territory along the ceasefire line, telling residents to vacate their homes or shelters. Throughout the eight months of the ceasefire, Israeli forces have continued to open fire on Palestinians within range of the “yellow line” splitting the strip, and carry out airstrikes deeper inside western Gaza, killing more than 900 Palestinians since the truce began. Speaking at a conference in an occupied West Bank settlement, Netanyahu, who is struggling for his political survival before elections in the next few months, spelled out the extent of Israel’s territorial goals. The Israeli prime minister said: “We are currently squeezing Hamas. We now control 60% of the territory in the strip. You know, we were at 50, we moved to 60. My directive is to move to … 70%.” The defence minister, Israel Katz, said on Wednesday that the government’s ultimate aim was for large numbers of Palestinians to leave Gaza by what he called “voluntary migration” but what human rights activists describe as a long-term plan for ethnic cleansing by making living conditions inside Gaza intolerable. The expansion of Israeli military control would be a direct violation of the October ceasefire, the UN security council resoluti...

格隆汇5月29日｜美国财政部长贝森特：石油价格将低于冲突前水平。

格隆汇5月29日｜Anthropic：本月初我们的年化收入超过了470亿美元。

格隆汇5月29日｜Anthropic在H轮融资中筹得650亿美元，投后估值达9650亿美元。

Source: Fool 1D 5D 1M 3M 6M YTD 1Y 5Y Custom 1D Time Range Selector Custom Line Candle Analyst Views on META Wall Street analysts forecast META stock price to rise 44 Analyst Rating Wall Street analysts forecast META stock price to rise 37 Buy 6 Hold 1 Sell Strong Buy Current : 635.255 Low 655.15 Averages 824.71 High 1117 Current : 635.255 Low 655.15 Averages 824.71 High 1117 Rosenblatt Rosenblatt Buy maintain $1,015 2026-05-28 New Reason Rosenblatt Rosenblatt Price Target $1,015 AI Analysis 2026-05-28 New maintain Buy Reason After Meta (META) leaked to the media some details about its plans to introduce a series of subscription offerings for Meta AI and its major consumer services, including Instagram, Facebook and WhatsApp, Rosenblatt cited traction at Snap (SNAP) and OpenAI in stating that this push \"looks like a multi-billion dollar revenue opportunity.\" Rosenblatt has a Buy rating and $1,015 price target on Meta shares. Wells Fargo Ken Gawrelski Overweight downgrade $770 -> $765 2026-05-20 Reason Wells Fargo Ken Gawrelski Price Target $770 -> $765 2026-05-20 downgrade Overweight Reason Wells Fargo analyst Ken Gawrelski lowered the firm's price target on Meta Platforms to $765 from $770 and keeps an Overweight rating on the shares. The firm sees market confidence improving in companies monetizing compute investments directly through cloud business driven by combo of accelerating cloud revenues, stable-to-improving margins and rapidly rising backlogs. Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for META Unlock Now See All Ratings About META Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in ...

Thomas Cavanagh Construction Locks In 11-Year Palantir Technologies (NASDAQ: PLTR) Deal Through 2035 foreignpolicyjournal.com

Torsten Asmus/iStock via Getty Images The VanEck Commodity Strategy ETF ( PIT ) is another product that provides commodity exposure for market participants seeking portfolio diversification. There remains a compelling case for commodity exposure, as markets across all asset classes reflect the economic and geopolitical landscape. PIT has exposure to short-term fixed-income instruments, as it holds U.S. Treasury Bills. It also has exposure to metals (precious and base), energy, animal proteins, soft commodities, grains, and oilseeds through futures positions. PIT is a no-K-1 commodity ETF and issues a 1099 form to holders, which can benefit investors. PIT Is A Diversified Commodity And Fixed Income ETF The fund summary for the VanEck Commodity Strategy ETF (PIT) states: Fund Profile for the PIT ETF (Seeking Alpha) PIT’s top holdings include short-term fixed-income and commodity futures contracts. A full listing of the most recent holdings is available through this link . PIT holds commodities futures contracts in the precious and base metals, energy, grain and oilseeds, animal protein, and soft commodity sectors, providing diversified exposure to the asset class. As of May 28, 2026, PIT had $256.66 million in assets under management at $75.86 per share. PIT trades an average of 41,663 shares per day and charges a 0.55% management fee. The most recent $4.71 annual dividend yields 6.2% and covers the management fee in just over one month. The dividend comes from the fixed-income portfolio and from rolling futures contracts in backwardation from one contract month to the next. Positive 2025 And 2026 Returns The PIT ETF began trading in late 2022. Monthly Chart of the PIT ETF (Barchart) The monthly chart shows that PIT rose 11.5%, from $47.33 at the end of 2024 to $52.81 per share on December 31, 2025. The 2025 $4.71 dividend added around 10% to PIT’s performance, boosting the 2025 gain to 21.5%. The 29-commodity composite rose 15.98% in 2025, so PIT outperformed it. How...

Anthropic在H轮融资按9650亿美元估值募集650亿美元，含之前承诺的投资。 Altimeter Capital领投。 美光科技、三星、SK海力士加入本轮投资。 公司算力已经显著扩张。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

The evidence is compelling that Upstart Holdings' (UPST +4.33%) artificial intelligence-powered creditworthiness-scoring algorithm is superior to the more traditional evaluation protocols used by credit bureaus, including Equifax, TransUnion, and Experian. But the company remains largely relegated to the relatively small unsecured personal-loan segment of the lending business. Upstart's trying to change that by expanding into new markets, and recent results suggest it is making progress. Automobile and mortgage loans are still only a small part of its total business, but that's quickly changing. Upstart is seeing strong growth on new fronts The slow start in certain segments of the loan market is easy to understand. Lenders are slow to change, particularly when it comes to bigger-ticket items such as homes and cars. These lenders are coming around, though. The company originated $263 million worth of auto loans in the first quarter of this year, quadrupling the year-ago figure. Mortgage loan originations grew almost as much, reaching $143 million for the same three months. Expand NASDAQ : UPST Upstart Today's Change ( 4.33 %) $ 1.33 Current Price $ 32.05 Key Data Points Market Cap $2.9B Day's Range $ 29.97 - $ 32.52 52wk Range $ 23.96 - $ 87.30 Volume 91.9K Avg Vol 4.8M Gross Margin 97.87 % That's still only a fraction of the $3.0 billion in unsecured personal loans it facilitated in the same quarter, up 50% year over year. Give it time, though. The company has only scratched the surface of the car loan and mortgage markets. Bigger and better opportunity elsewhere Numbers from the Federal Reserve put things in perspective. As of the end of the first quarter, mortgage debt accounted for 70% of total household debt in the United States. The next-nearest categories of outstanding debt are tied for a distant second, but they're still the second-biggest. That's automobile loans and student loans, each at 9% of the market. The unsecured personal loan market, conversely, i...

We’re currently experiencing a bull market that some of us may never witness again in our lifetime. The developments around artificial intelligence are currently pushing memory and chip stocks to new highs, with companies like Micron (MU) and SK Hynix just hitting the $1 trillion valuation milestone. No matter which memory or chip stock you put your money on, it continues to go up. As good as this sounds, this is exactly the type of market where overcrowded trades can do a lot of damage in a very short amount of time. How does one diversify away from this risk while still keeping the exposure to AI? The answer is deceptively simple: the iShares Semiconductor ETF (SOXX). Investors are increasingly trying to catch the next big AI stock. It may look easy at first, but being on the wrong side of an AI trade can cost investors dearly, even leaving them unable to continue playing the game. Even opting for an AI ETF could be problematic, for the simple reason that the technology is advancing at a rapid pace, and it is hard to figure out which stocks will be long-term winners. A semiconductor ETF like SOXX, on the other hand, helps diversify away from this risk. By giving exposure to the semiconductor industry, the ETF bets on the infrastructure rather than the companies building applications with AI. By doing so, it ensures it includes the winners, no matter where the AI industry goes. iShares Semiconductor ETF Holdings Here are the top 10 holdings of the SOXX ETF: Company Weight Advanced Micro Devices (AMD) 8.03% Broadcom (AVGO) 7.95% Micron Technology (MU) 7.63% NVIDIA (NVDA) 6.85% Intel (INTC) 6.30% Marvell Technology (MRVL) 6.15% Applied Materials (AMAT) 4.81% Monolithic Power Systems (MPWR) 4.30% Texas Instruments (TXN) 4.03% NXP Semiconductors (NXPI) 3.93% Notice how you still own Nvidia (NVDA), just not at the same concentration as the S&P 500 Index ($SPX) or any major AI-themed ETF. You also own Micron and Advanced Micro Devices (AMD), two stocks that are currently...

In this article IBM Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 3:08 03:08 IBM to spend $5B on new cybersecurity platform for enterprise customers Squawk Box International Business Machines CEO Arvind Krishna said Anthropic 's Mythos was pivotal in driving the company's $5 billion investment into a new cybersecurity offering announced Thursday to address vulnerabilities in open-source software . "Mythos was the critical triggering factor on this," Krishna said in an exclusive interview with CNBC. Open-source models are often used by companies due to the price and easy access. Red Hat is also part of the effort that is being dubbed Project Lightwell. Major U.S. banks have already signed on to the project, with Goldman Sachs , Morgan Stanley , JP Morgan and Bank of America all early adopters. "They will use the latest tools to figure out where they might have a vulnerability and where there isn't a patch that is already available," Krishna said. IBM shares climbed following the announcement. The enterprise tech company is part of Project Glasswing , a cybersecurity initiative that is previewing Anthropic's Mythos ahead of a broader expected launch. Krishna noted that large language models generally are "remarkably adept at finding vulnerabilities" and exploiting issues in proprietary and open-source code. Despite multiple meetings to discuss a path forward, leaders have yet to announce a cohesive strategy on how to respond to the cyber threats posed by Anthropic's latest model. Read more CNBC tech news Taiwan chip stocks climb after Nvidia announces $150 billion spending plans SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks SpaceX-Tesla merger chatter reignites as Musk pushes rocket company toward Nasdaq Micron hits $1 trillion market cap for the first time as stock continues stunning run As part of its open-source push, IBM and Red Hat are dedicating 20,000 software engineers to help partners secure software. Krishna ...

Public opposition is soaring even before AI is a net job killer. Elon Musk and other tech leaders are proposing safety net changes and AI token taxes to head off more-radical ideas.

It’s no secret that pre-AI era startups are generally getting little love from investors now. Ariel Katz, co-founder and CEO of a nine-year-old healthcare data platform H1, argues that not all SaaS companies should be painted with the same broad brush. “If you’re a workflow SaaS company, you could vibe code that,” he told TechCrunch. What AI cannot easily replicate, according to Katz, is a company that is a data provider at its core. That’s a self-serving viewpoint — H1’s entire business is built on selling detailed information about doctors to pharma companies, hospital systems, and health insurers — but it doesn’t mean he is wrong. “I don’t worry about Claude ever doing what we do,” Katz said, referring to Anthropic’s popular AI model. He thinks that the data H1 collects on physicians globally could actually be so valuable to AI model makers that they are more likely to become customers than competitors. CVS Health Ventures, the corporate venture capital arm of the CVS/Aetna health giant, must agree that H1 is in no danger of becoming a victim of the “SaaSocalypse.” The investor just led a $40 million round into H1. H1 wasn’t looking to raise capital, Katz said. The startup turned cash flow and EBITDA profitable last year and is forecasting to grow over 40% this year. But the partnership with one of the largest healthcare companies in the world was hard to refuse, Katz said. Despite the strong financial fundamentals, companies like H1 aren’t exciting for traditional VCs who are currently consumed with backing AI startups at skyrocketing valuations. H1 was last valued at $750 million when it raised $100 million in funding led by Altimeter Capital at the height of the Covid-era tech bubble in November of 2021. Like other companies that secured capital just before valuations plummeted in 2022, H1 has focused on becoming profitable. The startup has also grown through acquiring smaller competitors and complementary businesses.

Can I retire in five years with $1.1 million in a 401(k) and a paid-off $475,000 home? The answer depends entirely on your circumstances. For example, if you already have $800,000 sitting in your 401(k) and that account earns an average annual rate of 7%, you wouldn’t have to invest a penny more, but you ... I want to retire at age 62 in 5 years with $1.1 million in a 401(k) and a paid-off $475K home; is this possible?

Meta Platforms' AI Spending Pressures Stock Performance Intellectia AI

adventtr/E+ via Getty Images Objective Use for Morningstar category High total return through its target retirement date One-stop retirement investment Target-Date 2000-2010 Click to enlarge Financial assets experienced mixed returns in the first quarter. The fund underperformed the benchmark. Asset allocation was the primary driver of the modest shortfall, while underlying manager performance contributed. Market review and outlook The world financial markets, after performing well in the first two months of the year on continued optimism about trends in economic growth and interest rates, turned lower following the start of the conflict in the Middle East in early March. The ensuing spike in oil prices, together with concerns about possible shortages of other commodities caused by disrupted supply chains, dampened the growth outlook and led to a sharp rise in inflation expectations. The deteriorating inflation picture, in turn, dashed optimism that central banks could continue cutting rates. In combination, these developments led to a surge in global government bond yields that erased the positive total returns achieved in the first two months of the year. The conflict also fueled a sizable downturn in major global equity indexes in March, sending stocks into the red. With this said, the majority of the negative return for equities stemmed from weakness in the growth style in general, and mega-cap U.S. technology stocks in particular. Conversely, the value style, dividend payers, and more defensive companies generally produced positive returns, benefiting diversified investors. We're encouraged by the broadening of leadership away from the "Magnificent Seven" group of U.S. tech companies, as it provided a tailwind for our diversified positioning. Contributors and detractors The fund's modest underperformance was almost entirely due to its overweight position in equities and its corresponding underweight in bonds. On the positive side, we benefited from having an un...

jetcityimage/iStock Editorial via Getty Images Burlington Stores ( BURL ) surrendered post-earnings gains and slid as much as 8% into the red Thursday morning when comments from management during the earnings call with analysts spooked investors and triggered a bout of profit-taking. Shares were up as much as 3.4% and trading at a one-month high before the open on a top- and bottom-line first quarter beat and raised outlook for FY26. For the first quarter of the year, Burlington ( BURL ) generated $2.86B in sales, an increase of 14.4% year-over-year and beating estimates by $60M. This contributed to a profit of $2.10 per share, up from $1.67 per share and above Burlington ( BURL ) and Wall Street’s expectations. The results led the off-price retailer to raise its expectations for the year, with sales now forecasted to increase by 9% to 11% from prior guidance of up 8% to 10%, while comparable store sales are now expected to be up 2% to 4% versus 1% to 3% growth, previously. The company now expects to earn a profit of $11.45 to $11.80 per share, up from an earlier outlook of $10.95 to $11.45 per share. The stock was set to open at a one-month high until the earnings call with analysts, at which time management warned that month-by-month comparisons will become more difficult, and they are “a little more wary now than in March based on higher gas prices and the potential impact on inflation.” Although CEO Michael O’Sullivan said tighter consumer conditions could benefit a discount retailer like Burlington ( BURL ), management is “watching the trend very closely.” More on Burlington Burlington Stores: The Next Leg Of Upside Is From Earnings Growth Burlington: Stable Growth, Pick Your Spots Burlington Stores, Inc. (BURL) Q4 2025 Earnings Call Transcript Burlington Non-GAAP EPS of $2.10 beats by $0.30, revenue of $2.86B beats by $60M Burlington Q4 2027 Earnings Preview