Looking at the universe of stocks we cover at Dividend Channel , on 6/1/26, McKesson Corp (Symbol: MCK) will trade ex-dividend, for its quarterly dividend of $0.82, payable on 7/1/26. As a percentage of MCK's recent stock price of $760.83, this dividend works out to approximately 0.11%. In general, dividends are not always predictable; but looking at the history above can help in judging whether t...
Looking at the universe of stocks we cover at Dividend Channel , on 6/1/26, McKesson Corp (Symbol: MCK) will trade ex-dividend, for its quarterly dividend of $0.82, payable on 7/1/26. As a percentage of MCK's recent stock price of $760.83, this dividend works out to approximately 0.11%. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from MCK is likely to continue, and whether the current estimated yield of 0.43% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of MCK shares, versus its 200 day moving average: Looking at the chart above, MCK's low point in its 52 week range is $637 per share, with $999 as the 52 week high point — that compares with a last trade of $764.46. According to the ETF Finder at ETF Channel, MCK makes up 4.64% of the Suncoast Select Growth ETF (Symbol: SEMG) which is trading lower by about 0.1% on the day Thursday. (see other ETFs holding MCK). In Thursday trading, McKesson Corp shares are currently up about 0.6% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Further MCK Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Shopify Inc. SHOP is gaining stronger traction in business-to-business commerce, with first-quarter B2B momentum strengthening the company’s case for a larger enterprise opportunity. In the first quarter of 2026, B2B gross merchandise volume (or GMV) increased 80% year over year. The company reported growth across both new and established merchants. It also made several B2B features available to m...
Shopify Inc. SHOP is gaining stronger traction in business-to-business commerce, with first-quarter B2B momentum strengthening the company’s case for a larger enterprise opportunity. In the first quarter of 2026, B2B gross merchandise volume (or GMV) increased 80% year over year. The company reported growth across both new and established merchants. It also made several B2B features available to most standard subscription plans, giving merchants the ability to manage wholesale and direct-to-consumer needs side by side in one place. This broadens access to tools that support more complex merchant workflows and expands Shopify’s relevance beyond traditional consumer-facing storefronts. Shopify’s enterprise opportunity is also supported by larger-merchant momentum. The company noted that the number of merchants generating more than $100 million in GMV on Shopify has nearly doubled over the past two years. As these merchants adopt more of Shopify’s unified commerce tools, B2B functionality becomes an increasingly important part of the platform’s enterprise proposition. For SHOP, the next phase of the enterprise growth story likely depends on B2B adoption converting into broader platform engagement. The company has expanded access to B2B features across most standard subscription plans, but the pace at which merchants use those tools to manage wholesale and direct-to-consumer operations in one system will be the key execution metric. If adoption continues to build, Shopify’s B2B offering could provide a stronger base for enterprise expansion and long-term platform monetization. Peer Comparisons: Amazon & Wix Amazon.com, Inc. AMZN offers a scale-based comparison for Shopify’s enterprise ambitions. Amazon’s commerce operation is built around a large marketplace, fulfillment infrastructure and seller-services ecosystem, giving it significant reach with merchants and buyers. That model differs from Shopify’s B2B focus, where the opportunity is tied to helping merchants run w...
The Hong Kong High Court. Photo: VCG Hong Kong is planning to set up a dedicated international commercial court under its High Court to hear high-value and complex cross-border business disputes, the city’s judiciary announced. The Hong Kong International Commercial Court (HKICC), which is currently in the preparatory stage, is expected to be formally established within a year after consultation w...
The Hong Kong High Court. Photo: VCG Hong Kong is planning to set up a dedicated international commercial court under its High Court to hear high-value and complex cross-border business disputes, the city’s judiciary announced. The Hong Kong International Commercial Court (HKICC), which is currently in the preparatory stage, is expected to be formally established within a year after consultation with the legal profession and other stakeholders.
Netflix (NASDAQ:NFLX) trades at $88.60, well off its 52-week high of $134.12, and our proprietary model sees substantial room to run as the advertising tier scales and free cash flow inflects. Our 24/7 Wall St. price target for Netflix is $318.36 over the next 12 months, implying 259.32% upside from current levels. Our recommendation is ... Netflix Could Be One of the Market’s Biggest Comebacks Wi...
Netflix (NASDAQ:NFLX) trades at $88.60, well off its 52-week high of $134.12, and our proprietary model sees substantial room to run as the advertising tier scales and free cash flow inflects. Our 24/7 Wall St. price target for Netflix is $318.36 over the next 12 months, implying 259.32% upside from current levels. Our recommendation is ... Netflix Could Be One of the Market’s Biggest Comebacks With 250% Upside
José Mourinho was a man on a mission. Once the final whistle blew, he made a beeline for Anthony Gordon and not only embraced the England winger but whispered four words in his ear. “You are too much,” was the message from Benfica’s manager after his side lost a Champions League match 3-0 at Newcastle last October. Gordon had scored one goal, created another and terrorised Mourinho’s defence in th...
José Mourinho was a man on a mission. Once the final whistle blew, he made a beeline for Anthony Gordon and not only embraced the England winger but whispered four words in his ear. “You are too much,” was the message from Benfica’s manager after his side lost a Champions League match 3-0 at Newcastle last October. Gordon had scored one goal, created another and terrorised Mourinho’s defence in the course of the sort of performance that explains why Barcelona are paying £70m for his turbo-charged talent. “It was a big compliment for me because, as a kid growing up, José Mourinho was my favourite manager in the whole world,” said Gordon. “I idolised him.” Given the Portuguese’s expected installation for a second stint in charge of Real Madrid, it may be prudent for Gordon to keep those memories private at the Camp Nou, where his arrival is intended as part of Hansi Flick’s plan to keep Madrid firmly in their place. Rather like Mourinho off the pitch, Gordon will bring unpredictability to Barcelona. At first glance, a versatile right-footed forward arguably at his best on the left but capable of playing across the frontline is far from a classic Barça player. Aggressive and direct, he revels in accelerating into space behind defenders and pressing, relentlessly, from the front with rare intensity. The 25-year-old does not appear overly interested in attempting to slow games down or helping weave intricate passing patterns. Indeed he does not really do patient. Where other players demand that the ball be played to their feet, Gordon surges into space in anticipation of deliveries and charges at defenders in destabilising fashion. Markers do not know whether he will beat them with pace or dribbling, let alone opt to cross or keep on running. Flick may pitch him as a direct competitor for Raphinha on the left but Gordon is also capable of indulging in the positional interchanging that promises to make an attacking trio also containing Lamine Yamal extra formidable. Yet i...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the PIEQ ETF (Symbol: PIEQ) where we have detected an approximate $174.0 million dollar outflow -- that's a 11.1% decrease week over week (from 43,980,001 to 39,080,001). The chart below shows the one year price performance of PIEQ, versus its 200 day moving average: Looki...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the PIEQ ETF (Symbol: PIEQ) where we have detected an approximate $174.0 million dollar outflow -- that's a 11.1% decrease week over week (from 43,980,001 to 39,080,001). The chart below shows the one year price performance of PIEQ, versus its 200 day moving average: Looking at the chart above, PIEQ's low point in its 52 week range is $27.77 per share, with $36.18 as the 52 week high point — that compares with a last trade of $35.27. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Further PIEQ Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the JPST ETF (Symbol: JPST) where we have detected an approximate $268.1 million dollar inflow -- that's a 1.2% increase week over week in outstanding units (from 443,950,000 to 449,300,000). The chart below shows the one year price performance of JPST, versus its 200 day m...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the JPST ETF (Symbol: JPST) where we have detected an approximate $268.1 million dollar inflow -- that's a 1.2% increase week over week in outstanding units (from 443,950,000 to 449,300,000). The chart below shows the one year price performance of JPST, versus its 200 day moving average: Looking at the chart above, JPST's low point in its 52 week range is $50 per share, with $50.64 as the 52 week high point — that compares with a last trade of $50.12. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares S&P Small-Cap 600 Value ETF (Symbol: IJS) where we have detected an approximate $256.4 million dollar inflow -- that's a 3.2% increase week over week in outstanding units (from 60,850,000 to 62,800,000). Among the largest underlying components of IJS, in tradin...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares S&P Small-Cap 600 Value ETF (Symbol: IJS) where we have detected an approximate $256.4 million dollar inflow -- that's a 3.2% increase week over week in outstanding units (from 60,850,000 to 62,800,000). Among the largest underlying components of IJS, in trading today Eastman Chemical Co (Symbol: EMN) is up about 0.4%, Match Group Inc (Symbol: MTCH) is off about 0.1%, and Enphase Energy Inc. (Symbol: ENPH) is up by about 2%. For a complete list of holdings, visit the IJS Holdings page » The chart below shows the one year price performance of IJS, versus its 200 day moving average: Looking at the chart above, IJS's low point in its 52 week range is $94.17 per share, with $132.41 as the 52 week high point — that compares with a last trade of $131.20. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » Further IJS Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In this article DAL AAL UAL HLT MAR Follow your favorite stocks CREATE FREE ACCOUNT Passengers are seen at the international arrival gate of JFK International Airport in New York on June 16, 2025. Charly Triballeau | Afp | Getty Images Groups representing the largest U.S. airlines and hotel chains slammed the Trump administration's potential halt of customs and immigration processing at "sanctuary...
In this article DAL AAL UAL HLT MAR Follow your favorite stocks CREATE FREE ACCOUNT Passengers are seen at the international arrival gate of JFK International Airport in New York on June 16, 2025. Charly Triballeau | Afp | Getty Images Groups representing the largest U.S. airlines and hotel chains slammed the Trump administration's potential halt of customs and immigration processing at "sanctuary city" airports, warning such a move could have "devastating" consequences on the industry. Homeland Security Secretary Markwayne Mullin said in an interview on Fox News' "Hannity" on Tuesday night that if "radical left Democrats" aren't allowing the government to "enforce federal laws... we shouldn't be processing international flights into their cities either." The secretary's comments came just ahead of the FIFA Men's World Cup next month that is expected to bring millions of visitors to host cities in the U.S., Canada and Mexico, drawing alarm from the travel industry. Mullin said the Trump administration is "drawing up plans" but isn't putting anything into place yet. The timing of the idea being floated raises questions about whether the administration is using its leverage to try to persuade cities whose immigration policies it disagrees with to be less lenient with undocumented immigrants. The feud over immigration could cripple international flights into the U.S. The Justice Department last August published a list of states and cities it said are impeding U.S. immigration policies, which include major international air hubs New York, Newark, New Jersey, Boston, Chicago, San Francisco, Los Angeles, Seattle and Philadelphia. "Reducing [Customs and Border Protection] staffing at major airports would have a devastating effect on the airline and tourism industries, causing a significant operational disruption to carriers, travelers and the flow of international cargo," said Airlines for America, a trade association whose members include American Airlines , United Airlin...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Russell 1000 Value ETF (Symbol: IWD) where we have detected an approximate $297.4 million dollar inflow -- that's a 0.4% increase week over week in outstanding units (from 316,150,000 to 317,400,000). Among the largest underlying components of IWD, in trading t...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Russell 1000 Value ETF (Symbol: IWD) where we have detected an approximate $297.4 million dollar inflow -- that's a 0.4% increase week over week in outstanding units (from 316,150,000 to 317,400,000). Among the largest underlying components of IWD, in trading today JPMorgan Chase & Co (Symbol: JPM) is off about 0.3%, Amazon.com Inc (Symbol: AMZN) is off about 0.8%, and SanDisk Corp (Symbol: SNDK) is higher by about 5.4%. For a complete list of holdings, visit the IWD Holdings page » The chart below shows the one year price performance of IWD, versus its 200 day moving average: Looking at the chart above, IWD's low point in its 52 week range is $186.64 per share, with $239.17 as the 52 week high point — that compares with a last trade of $237.96. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » Further IWD Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Invesco S&P 500 High Beta ETF (Symbol: SPHB) where we have detected an approximate $184.3 million dollar outflow -- that's a 15.6% decrease week over week (from 8,100,000 to 6,840,000). Among the largest underlying components of SPHB, in trading today Coinbase Global I...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Invesco S&P 500 High Beta ETF (Symbol: SPHB) where we have detected an approximate $184.3 million dollar outflow -- that's a 15.6% decrease week over week (from 8,100,000 to 6,840,000). Among the largest underlying components of SPHB, in trading today Coinbase Global Inc (Symbol: COIN) is up about 1.6%, Super Micro Computer Inc (Symbol: SMCI) is up about 2.8%, and Ciena Corp (Symbol: CIEN) is lower by about 2.7%. For a complete list of holdings, visit the SPHB Holdings page » The chart below shows the one year price performance of SPHB, versus its 200 day moving average: Looking at the chart above, SPHB's low point in its 52 week range is $86.75 per share, with $147.29 as the 52 week high point — that compares with a last trade of $146.51. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Further SPHB Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Posts from this author will be added to your daily email digest and your homepage feed. Fosi Audio announced a new sound card today with a unique feature designed to give FPS players an advantage. The C3 Gaming Sound Card, which sits outside your PC...
is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Posts from this author will be added to your daily email digest and your homepage feed. Fosi Audio announced a new sound card today with a unique feature designed to give FPS players an advantage. The C3 Gaming Sound Card, which sits outside your PC or laptop and connects with a USB-C cable, includes the company’s StepSense “audio enhancement technology” powered by a model that was “trained on extensive FPS audio data.” With StepSense turned on, sounds that offer positional cues for opponents, such as footsteps or vaulting noises, are boosted so they’re not drowned out by the game’s overall audio mix. For competitive players looking for any advantage they can get, that feature alone could justify the $129.99 C3, which is now available through Fosi’s online store. But that’s not the accessory’s only feature. It also functions as an amp for headphones connected with a 3.5mm audio cable, or you can wire up speakers using its stereo RCA output. There’s an additional 3.5mm input for a microphone, and a pair of sliders. One’s a master volume control, while the controls the mic level. The C3 doubles as a headphone amp and mini mixer. Image: Fosi Audio Other features include noise-canceling for the microphone so other sounds in your gaming room will be quieted, support for 7.1 spatial audio, and both additional sound presets and an adjustable EQ that are accessible through a browser-based interface so you don’t need to install an app. In addition to PCs, the C3 is compatible with consoles including Sony’s PS5 and the Nintendo Switch.
Vladimir Zakharov/iStock via Getty Images Market review The Fund's benchmark, the MSCI Emerging Markets Index (net), declined 0.17% in US dollar terms in 1Q26. Early strength gave way to bouts of risk-off sentiment, including a sharp drawdown in March following the outbreak of war with Iran. Performance across countries was uneven. On the positive side, South Korean equities benefited from robust ...
Vladimir Zakharov/iStock via Getty Images Market review The Fund's benchmark, the MSCI Emerging Markets Index (net), declined 0.17% in US dollar terms in 1Q26. Early strength gave way to bouts of risk-off sentiment, including a sharp drawdown in March following the outbreak of war with Iran. Performance across countries was uneven. On the positive side, South Korean equities benefited from robust demand for semiconductors from artificial intelligence (AI) related businesses and investor optimism toward corporate governance reforms. Strength in the technology sector also supported equity performance in Taiwan, while rising oil prices drove the energy sector higher in Brazil. In contrast, equities in India and Indonesia experienced double-digit negative returns, reflecting investors' concern with economic headwinds arising from higher energy prices and currency weakness. China also underperformed the benchmark amid still-soft domestic demand and cloudy earnings outlooks in the communication services and consumer discretionary sectors. Market performance in the Middle East was mixed with the United Arab Emirates (UAE), Qatar, and Kuwait posting negative returns, while Saudi Arabian equities managed to outperform the benchmark. Among sectors, information technology (IT) and energy outperformed the benchmark. In contrast, the communication services and consumer discretionary sectors underperformed. Within the Fund For 1Q26, Nomura Systematic Emerging Markets Equity Fund Institutional Class shares outperformed the Fund's benchmark, the MSCI Emerging Markets Index. At the country level, China was the primary contributor to performance, driven primarily by selection effect. United Arab Emirates and Saudi Arabia were the key detractors, driven by both stock selection and allocation effect. At the sector level, stock selection in communication services and consumer discretionary sectors was the key contributor to excess return. Within the communication services sector, an ove...
volodyar/iStock via Getty Images A lot has changed for Applied Digital Corporation ( APLD ) since my coverage last month. The company finalized the Delta Forge 1 lease on the same timeline and terms I forecasted, secured funding for the construction of Polaris Forge 1’s third building, and recently finalized a new lease agreement for a fourth campus, Polaris Forge 3, with the same tenant of Delta ...
volodyar/iStock via Getty Images A lot has changed for Applied Digital Corporation ( APLD ) since my coverage last month. The company finalized the Delta Forge 1 lease on the same timeline and terms I forecasted, secured funding for the construction of Polaris Forge 1’s third building, and recently finalized a new lease agreement for a fourth campus, Polaris Forge 3, with the same tenant of Delta Forge 1, propelling its stock to a new all-time high. In my opinion, the latest lease agreement confirms Applied Digital’s moat in securing grid-connected power and MEP equipment supply chain at a time when the same equipment is in a global shortage that is driving extended lead times. Additionally, the 1-month gap between the Delta Forge 1 and Polaris Forge 3 leases, both of which are part of three sites under exclusivity with the same hyperscaler, significantly increases the likelihood of this hyperscaler leasing the remaining site within the next few months. With 67% of the company’s contracted capacity backed by two of the five largest US hyperscalers, Applied Digital is actively carving its position as a top-tier AI infrastructure provider, which could reflect on its lease momentum and valuation moving forward. In light of this, I’m reiterating my strong buy rating for Applied Digital and raising my price target to $67, implying 37% upside potential from current levels. PF3 Lease A major criticism Applied Digital received over the past year is delayed timelines in finalizing lease agreements. This narrative has completely shifted with the company securing two leases within a month. On May 21st, the company finalized a lease agreement for its fourth campus, Polaris Forge 3, with the same high-investment-grade hyperscaler that leased Delta Forge 1 last month. Polaris Forge 3 is built on the same AI factory framework powering its three other sites, meaning that it will feature two 150 MW buildings. Initial operations at the campus are slated to begin in August 2027, which...
Image source: The Motley Fool. Thursday, May 28, 2026 at 10 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Golnar Khosrowshahi Chief Financial Officer — James A. Heindlmeyer TAKEAWAYS Fourth Quarter Revenue -- $47.5 million, up 15% year over year, driven by both the music publishing and recorded music segments. -- $47.5 million, up 15% year over year, driven by both the music publishing and r...
Image source: The Motley Fool. Thursday, May 28, 2026 at 10 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Golnar Khosrowshahi Chief Financial Officer — James A. Heindlmeyer TAKEAWAYS Fourth Quarter Revenue -- $47.5 million, up 15% year over year, driven by both the music publishing and recorded music segments. -- $47.5 million, up 15% year over year, driven by both the music publishing and recorded music segments. Full Year Revenue -- $175.7 million, reflecting 11% growth with 6% organic growth, and exceeding the top end of previously stated guidance. -- $175.7 million, reflecting 11% growth with 6% organic growth, and exceeding the top end of previously stated guidance. Segment Revenue Growth -- Recorded music increased 27% and music publishing rose 11% in the quarter; for the full year, recorded music rose 16% and music publishing 9%. -- Recorded music increased 27% and music publishing rose 11% in the quarter; for the full year, recorded music rose 16% and music publishing 9%. Synchronization Revenue -- Publishing segment sync revenue totaled $5.8 million for the quarter, up 6%, while recorded music segment sync revenue rose 161% due to license timing. -- Publishing segment sync revenue totaled $5.8 million for the quarter, up 6%, while recorded music segment sync revenue rose 161% due to license timing. Digital Revenue -- Up 24% to $16.9 million in publishing and up 17% in recorded music for the quarter; full-year digital revenue in publishing increased 7%, and 18% in recorded music. -- Up 24% to $16.9 million in publishing and up 17% in recorded music for the quarter; full-year digital revenue in publishing increased 7%, and 18% in recorded music. Cost Trends -- Cost of revenue increased 13% for the quarter and 8% for the year, while administration expenses rose 16% for the quarter and 12% for the year, in part due to the Viral-Wave acquisition. -- Cost of revenue increased 13% for the quarter and 8% for the year, while administration expenses rose 16% fo...
RamonCarretero/iStock via Getty Images Three weeks ago, Advanced Micro Devices, Inc. ( AMD ) reported a record Q1 2026 , with $10.25 billion in revenue, $2.6 billion in free cash flow, 57% data center growth YOY and gave Q2 guidance of $11.2 billion, ahead of consensus of around $10.5 billion. The stock jumped roughly 17% on the day and has more than quadrupled over twelve months. Needless to say,...
RamonCarretero/iStock via Getty Images Three weeks ago, Advanced Micro Devices, Inc. ( AMD ) reported a record Q1 2026 , with $10.25 billion in revenue, $2.6 billion in free cash flow, 57% data center growth YOY and gave Q2 guidance of $11.2 billion, ahead of consensus of around $10.5 billion. The stock jumped roughly 17% on the day and has more than quadrupled over twelve months. Needless to say, I was dead wrong heading into the print. Seeking Alpha | DVI AMD is a 3-4% position of my portfolio’s NVL as I’m writing. At roughly $500 and 68x times forward earnings, the question now is whether you are buying a compounding growth story or paying the last few dollars of a re-rating that has already happened. That debate kept me up at night recently, as I was thinking of trimming some profits (I’m up 55% on my AMD holding). That ain’t happening, at least, not now. My view is that, despite the chart looking parabolic, the re-rating has further to run, for a specific reason: Helios. AMD has now signed commitments for up to 12 gigawatts of AI GPU deployments from OpenAI ( OPENAI ) and Meta ( META ) alone. By some estimates , the OpenAI deal could approach $100 billion in revenue over time. Meta’s similarly sized 6 GW agreement has also been reported as a roughly $100 billion-plus opportunity. That’s a potential of $200B from these two deals alone. Call me crazy, but I think the Street may be underestimating the top line growth of the company: Seeking Alpha On top of that, CEO Lisa Su said on the May earnings call that AMD is already working with additional multi-gigawatt customer opportunities, with lead customer forecasts already running above its initial 2027 plans. In my view, that alone makes it hard not to be bullish. There are more pillars in my bull case, and after a brief downgrade to a Hold, I am now bullish again on AMD, even at these outrageous price levels. I explain below why. The Server CPU Story AMD's server CPU business grew more than 50% YOY in Q1 2026, and...
RamonCarretero/iStock via Getty Images Three weeks ago, Advanced Micro Devices, Inc. ( AMD ) reported a record Q1 2026 , with $10.25 billion in revenue, $2.6 billion in free cash flow, 57% data center growth YOY, and gave Q2 guidance of $11.2 billion, ahead of consensus of around $10.5 billion. The stock jumped roughly 17% on the day and has more than quadrupled over twelve months. Needless to say...
RamonCarretero/iStock via Getty Images Three weeks ago, Advanced Micro Devices, Inc. ( AMD ) reported a record Q1 2026 , with $10.25 billion in revenue, $2.6 billion in free cash flow, 57% data center growth YOY, and gave Q2 guidance of $11.2 billion, ahead of consensus of around $10.5 billion. The stock jumped roughly 17% on the day and has more than quadrupled over twelve months. Needless to say, I was dead wrong heading into the print. Seeking Alpha | DVI AMD is a 3-4% position of my portfolio’s NVL as I’m writing. At roughly $500 and 68x times forward earnings, the question now is whether you are buying a compounding growth story or paying the last few dollars of a re-rating that has already happened. That debate kept me up at night recently, as I was thinking of trimming some profits (I’m up 55% on my AMD holding). That isn't happening, at least not now. My view is that, despite the chart looking parabolic, the re-rating has further to run for a specific reason: Helios. AMD has now signed commitments for up to 12 gigawatts of AI GPU deployments from OpenAI ( OPENAI ) and Meta ( META ) alone. By some estimates , the OpenAI deal could approach $100 billion in revenue over time. Meta’s similarly sized 6 GW agreement has also been reported as a roughly $100 billion-plus opportunity. That’s a potential of $200B from these two deals alone. Call me crazy, but I think the Street may be underestimating the top-line growth of the company: Seeking Alpha On top of that, CEO Lisa Su said on the May earnings call that AMD is already working with additional multi-gigawatt customer opportunities, with lead customer forecasts already running above its initial 2027 plans. In my view, that alone makes it hard not to be bullish. There are more pillars in my bull case, and after a brief downgrade to a Hold, I am now bullish again on AMD, even at these outrageous price levels. I explain below why. The Server CPU Story AMD's server CPU business grew more than 50% YOY in Q1 2026, and ...
Seeking Alpha reports that Advanced Micro Devices, Inc. (AMD) reached a 46.2% share of x86 server CPU revenue in Q1 2026 and that management doubled its server CPU TAM estimate to more than $120 billion by 2030. Seeking Alpha also reports AMD posted $10.25 billion in revenue, $2.6 billion in free cash flow, and 57% data-center growth year-over-year, with Q2 guidance of $11.2 billion. The article s...
Seeking Alpha reports that Advanced Micro Devices, Inc. (AMD) reached a 46.2% share of x86 server CPU revenue in Q1 2026 and that management doubled its server CPU TAM estimate to more than $120 billion by 2030. Seeking Alpha also reports AMD posted $10.25 billion in revenue, $2.6 billion in free cash flow, and 57% data-center growth year-over-year, with Q2 guidance of $11.2 billion. The article states OpenAI and Meta signed up-to-6-gigawatt GPU deployment deals that include warrant-linked equity stakes. The Seeking Alpha author upgraded AMD to a Buy, saying they hold a low single-digit position and that conviction depends on volume ramp of Helios rack systems before year-end. Seeking Alpha identifies AMD's Advancing AI event on July 23 and expected Q2 earnings in early August as near-term checkpoints for product and customer confirmation.