juststock/iStock via Getty Images Investment Approach Fidelity® Fund ( FFIDX ) is a diversified domestic equity strategy with a large-cap core orientation. The core of our investment philosophy is to own stocks that are attractively valued based on long-term earnings power. We believe a stock's price follows the earnings per share of the underlying company, and that differences often exist between...
juststock/iStock via Getty Images Investment Approach Fidelity® Fund ( FFIDX ) is a diversified domestic equity strategy with a large-cap core orientation. The core of our investment philosophy is to own stocks that are attractively valued based on long-term earnings power. We believe a stock's price follows the earnings per share of the underlying company, and that differences often exist between a stock's price and its true value because the market incorrectly forecasts the sustainability and/or magnitude of future growth. We favor companies with secular-growth drivers that can continue to push earnings forward and remain resilient in any macroeconomic environment. We look to uncover these opportunities through in-depth bottom-up, fundamental analysis, working in concert with Fidelity's global research team. FUND INFORMATION Manager(s): Fahim Razzaque Trading Symbol: FFIDX Start Date: April 30, 1930 Size (in millions): $8,392.44 Morningstar Category: Large Growth Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks. PERFORMANCE SUMMARY Cumulative Cumulative Annualized Annualized Annualized Annualized 3 Month YTD 1 Year 3 Year 5 Year 10 Year/LOF 1 Fidelity Fund Gross Expense Ratio: 0.42% 2 -6.42% -6.42% 22.08% 19.55% 12.24% 14.60% S&P 500 Index -4.33% -4.33% 17.80% 18.32% 12.06% 14.16% Morningstar Large Growth -8.44% -8.44% 16.53% 18.90% 8.89% 14.48% % Rank in Morningstar Category (1% = Best) -- -- 23% 48% 19% 47% # of Funds in Morningstar Category -- -- 1,077 998 937 763 Click to enlarge 1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 04/30/1930. 2 This expense ratio is from the most recent prospectus and generally is based on amounts incurred during the most recent fiscal year, or estimated amounts for the curre...
Read Steven Cress' Article on Seeking Alpha Explore Alpha Picks Today! Join the Waitlist for the launch of the Quant Income Growth Portfolio! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Nicole Benjamin : Hey everybody. It's Nic...
Read Steven Cress' Article on Seeking Alpha Explore Alpha Picks Today! Join the Waitlist for the launch of the Quant Income Growth Portfolio! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Nicole Benjamin : Hey everybody. It's Nicole Benjamin, your host here at Seeking Alpha to bring to you another episode of The Weekly Grade and joining us is of course none other than Steven Cress, VP of Quantitative Strategy here at Seeking Alpha. He's known for a lot of the amazing products we have here on-site. Alpha Picks, PRO Quant Portfolio, and QGI, which he's going to dive into at the end of the episode. Now, thank you so much, Steve, for joining us today. Steven Cress : Thank you for having me. I appreciate it. NB : Absolutely. Now, for my first question for you, I want to jump in. On this slide, I see that you've highlighted that, the markets are just typically experiencing a lot of drawdowns in the 12-months preceding the midterm elections. So, with the geopolitical tension and the sticky inflation, how can investors use the historical election patterns and data to stay grounded and ahead of these volatile periods? SC : Okay. Well, I got to say, like, history doesn't always repeat itself. When you look at this table and you see all the drawdowns in the 12 months that precede the midterm election, it's pretty sizable. So, it's a reason to make you concerned. And on top of it, if you look at the bullet points on the left hand side, you have the war going on, you have sticky inflation, you have interest rates higher for longer. So, there's a lot going on in terms of the current environment and the uncertainty going forward. So, what you could do is, prepare for the environment by having a stock or stocks that are added to your portfolio where there's income. This way, if we do have the pullback that we have...
Shares of Rivian have formed a Death Cross — a bearish technical pattern that occurs when the 50-day moving average falls below the 200-day moving average — as investors continue debating whether the company's upcoming R2 crossover can meaningfully revive growth and narrow Rivian's long-running profitability concerns. The setup creates an awkward moment for Rivian bulls. The company is heading int...
Shares of Rivian have formed a Death Cross — a bearish technical pattern that occurs when the 50-day moving average falls below the 200-day moving average — as investors continue debating whether the company's upcoming R2 crossover can meaningfully revive growth and narrow Rivian's long-running profitability concerns. The setup creates an awkward moment for Rivian bulls. The company is heading into what many investors see as its most important product cycle yet, while the stock's technical picture continues to weaken. Rivian Death Cross Signals Weak Momentum On Rivian's daily chart, the 50-day moving average recently slipped below the 200-day moving average, confirming the Death Cross formation. The chart shows Rivian's 50-day moving average near $15.27, while the 200-day moving average sits around $15.31. Shares were trading near $14.39 at the time of the signal, leaving the stock below both key long-term resistance levels. Shorter-term momentum indicators also remain mixed. Rivian's eight-day and 20-day moving averages were positioned near $13.87 and $14.36, respectively, suggesting near-term stabilization after a sharp decline earlier this month. Meanwhile, the Relative Strength Index (RSI) hovered near 47, keeping the stock in neutral territory rather than deeply oversold conditions. The Moving Average Convergence/Divergence (MACD) indicator has also begun to flatten after an extended negative stretch, suggesting bearish momentum may be slowing even as the broader technical structure remains weak. For technical traders, however, the larger concern is simple: Rivian remains stuck below its major long-term trend lines at a time when EV sentiment remains fragile across the sector. Rivian R2 Launch Puts Pressure On Tesla Model Y The technical weakness comes as Rivian prepares to roll out its R2 crossover, widely viewed as the company's first direct attempt to compete with Tesla's Model Y in the mass-premium EV market. Unlike Rivian's higher-priced R1 vehicles, the R...
Palo Alto Networks and CrowdStrike on Wednesday are falling in reaction to cybersecurity peer ZScaler's earnings debacle the prior evening. The market has recently become more discerning in differentiating AI winners and losers in the software space. The question for us: Do the results at ZScaler mean that the market was wrong in anointing Club names Palo Alto Networks and CrowdStrike winners? Pal...
Palo Alto Networks and CrowdStrike on Wednesday are falling in reaction to cybersecurity peer ZScaler's earnings debacle the prior evening. The market has recently become more discerning in differentiating AI winners and losers in the software space. The question for us: Do the results at ZScaler mean that the market was wrong in anointing Club names Palo Alto Networks and CrowdStrike winners? Palo Alto entered Wednesday up over 60% since the start of April. CrowdStrike's gains are even more eye-popping, up 72%. ZScaler, a cloud-native provider of network security, reported decent numbers for its fiscal 2026 third-quarter on Tuesday night. The issue, as it so often is with earnings, was the company's outlook. It guided for sales below expectations for the current quarter and into the next fiscal year, where it expects revenue to grow 16% to 17% versus the 19.5% FactSet consensus. Zscaler is still growing the top line, but obviously not as fast as Wall Street would like. Making matters worse, Zscaler lowered its free cash flow guide for the rest of this fiscal year due to increased capital expenditures. Wall Street is hypersensitive to cash flows these days given the arms race to invest in artificial intelligence. Many companies are opening up their check books for AI, but there's uncertainty on which companies will use that spending to actually innovate and produce returns, and which will get disrupted by the new technology. The result is a stock down 30% on Wednesday morning. Shares of Zscaler had rallied about 32% since the start of April. So, it's been hot but not as hot as Palo Alto and CrowdStrike, which are down almost 4% and 3%, respectively, on Wednesday. Given the even larger run in our two cyber names, it's easy to see why some investors want to book some profits in sympathy with ZScaler. That's of course even more true if you think the issues at ZScaler foreshadow bad quarters from the rest of the cyber cohort. However, ZScaler isn't in the same league as...
For years, investors could count on one thing from the Federal Reserve: when the economy weakened, rate cuts were usually right around the corner. But 2026 is shaping up differently. Inflation has started climbing again, even as the labor market cools. Unemployment is up to 4.3% while consumer prices accelerated above the Fed’s 2% target ... Fed Chair Kevin Warsh Was Just Sworn In at the White Hou...
For years, investors could count on one thing from the Federal Reserve: when the economy weakened, rate cuts were usually right around the corner. But 2026 is shaping up differently. Inflation has started climbing again, even as the labor market cools. Unemployment is up to 4.3% while consumer prices accelerated above the Fed’s 2% target ... Fed Chair Kevin Warsh Was Just Sworn In at the White House. The Last Time This Happened, the Stock Market Crashed
Monetization is the central catalyst. Advertising revenue is on track to roughly double to about $3 billion in 2026, and the ad-supported plan represented over 60% of Q1 sign-ups in ad-enabled markets. Netflix's advertiser base has expanded to more than 4,000 clients, up 70% year over year. The second-half 2026 content slate is also dense, featuring Denzel Washington's Here Comes the Flood, Greta ...
Monetization is the central catalyst. Advertising revenue is on track to roughly double to about $3 billion in 2026, and the ad-supported plan represented over 60% of Q1 sign-ups in ad-enabled markets. Netflix's advertiser base has expanded to more than 4,000 clients, up 70% year over year. The second-half 2026 content slate is also dense, featuring Denzel Washington's Here Comes the Flood, Greta Gerwig's Narnia, David Fincher's follow-up to Once Upon a Time in Hollywood, Will Ferrell's The Hawk, One Hundred Years of Solitude season two, and Lupin Part 4, plus the heavyweight Tyson Fury-Anthony Joshua fight as a marquee live event. Still, the picture is balanced rather than uniformly bullish. Netflix flagged that content amortization growth peaks in 2026 before decelerating to mid-to-high single-digit rates in the second half, meaning near-term programming costs run high and weigh on quarterly margins. The streaming market also remains intensely competitive, engagement growth is hard to sustain at the company's scale, and continued revenue gains lean partly on further price increases that could test subscriber tolerance over time. Newer bets such as video podcasts, cloud gaming and generative-AI creator tools add useful optionality but remain unproven revenue contributors for now. On balance, Netflix offers a credible growth runway, yet its current forward setup carries both visible catalysts and real, near-term execution risks. The Zacks Consensus Estimate for 2026 earnings is pegged at $3.60 per share, up 2% over the past 30 days. This indicates a 42.29% increase from the previous year. Netflix enters mid-2026 as the clear scale leader in subscription streaming, and management's guidance reflects that confidence. The company reiterated full-year 2026 revenues of $50.7-$51.7 billion, representing 12-14% growth, alongside a targeted 31.5% operating margin. It also raised its full-year free cash flow guidance to $12.5 billion from a prior $11 billion. Netflix NFLX is...
Netflix NFLX is the world's largest subscription streaming platform, while Apple AAPL is the consumer-technology powerhouse whose Apple TV service sits inside a sprawling, high-margin Services franchise. Both compete fiercely for global viewers' attention and entertainment spending. The comparison is timely. Both reported results in April 2026 and used spring 2026 events to unveil ambitious 2026 c...
Netflix NFLX is the world's largest subscription streaming platform, while Apple AAPL is the consumer-technology powerhouse whose Apple TV service sits inside a sprawling, high-margin Services franchise. Both compete fiercely for global viewers' attention and entertainment spending. The comparison is timely. Both reported results in April 2026 and used spring 2026 events to unveil ambitious 2026 content slates and clarify their advertising strategies, leaving investors to weigh which stock offers stronger risk-adjusted upside today. Let's delve deep and closely compare the fundamentals of the two stocks to determine which one is a better investment now. The Case for NFLX Stock Netflix enters mid-2026 as the clear scale leader in subscription streaming, and management's guidance reflects that confidence. The company reiterated full-year 2026 revenues of $50.7-$51.7 billion, representing 12-14% growth, alongside a targeted 31.5% operating margin. It also raised its full-year free cash flow guidance to $12.5 billion from a prior $11 billion. Monetization is the central catalyst. Advertising revenue is on track to roughly double to about $3 billion in 2026, and the ad-supported plan represented over 60% of Q1 sign-ups in ad-enabled markets. Netflix's advertiser base has expanded to more than 4,000 clients, up 70% year over year. The second-half 2026 content slate is also dense, featuring Denzel Washington's Here Comes the Flood, Greta Gerwig's Narnia, David Fincher's follow-up to Once Upon a Time in Hollywood, Will Ferrell's The Hawk, One Hundred Years of Solitude season two, and Lupin Part 4, plus the heavyweight Tyson Fury-Anthony Joshua fight as a marquee live event. Still, the picture is balanced rather than uniformly bullish. Netflix flagged that content amortization growth peaks in 2026 before decelerating to mid-to-high single-digit rates in the second half, meaning near-term programming costs run high and weigh on quarterly margins. The streaming market also rem...
Resident doctors in England will next month stage the 16th strike in their long-running jobs and pay dispute and blamed the new health secretary for their decision. They will strike for four days from 7am on Monday 15 June until 6.59am on Friday 19 June. Announcing the move, the British Medical Association warned that resident doctors would mount a further stoppage in July unless progress towards ...
Resident doctors in England will next month stage the 16th strike in their long-running jobs and pay dispute and blamed the new health secretary for their decision. They will strike for four days from 7am on Monday 15 June until 6.59am on Friday 19 June. Announcing the move, the British Medical Association warned that resident doctors would mount a further stoppage in July unless progress towards meeting their demands was made. Next month’s 96-hour action will be the 16th that resident – formerly junior – doctors have undertaken since their first stoppage in March 2023. It will disrupt NHS care and force hospitals to rearrange tens of thousands of diagnostic tests, outpatient appointments and operations. The BMA wants England’s 75,000 resident doctors to be given a pay increase that will make up for what they say is the 26% loss in the real-terms value of their salaries since 2008/09. They are also urging the NHS to hugely expand the number of training places for them to pursue careers in medical specialties. The BMA represents about 55,000 of those 75,000 medics. However, hopes of a resolution to the dispute look as far away as ever as James Murray who succeeded Wes Streeting as health secretary on 14 May, dismissed their pay claim as “unrealistic, unaffordable, and unsustainable”. “I’m disappointed that the BMA have refused to consider further discussions about how to strengthen the deal on the table and have instead rushed once again to unnecessary and unreasonable strike action,” said Murray, who met BMA representatives earlier on Wednesday. “I was clear with the BMA that after a 33.4% pay rise for resident doctors over the last four years – the highest anywhere across the public sector – the BMA’s demands for further substantial pay increases this year are unrealistic, unaffordable, and unsustainable. “These are simply not grounds for yet more strike action, which patients do not support, puts further pressure on other staff and costs the NHS hundreds of millio...
JHVEPhoto/iStock Editorial via Getty Images Shares of Stryker ( SYK ) have been hurt in recent times. Since the middle of March, when I last covered shares on the back of cybersecurity concerns, shares have fallen some 10%, while the market at large has seen similar percentage gains. Meanwhile, Stryker has reported soft first-quarter results, which was to be expected, and announced a bolt-on deal ...
JHVEPhoto/iStock Editorial via Getty Images Shares of Stryker ( SYK ) have been hurt in recent times. Since the middle of March, when I last covered shares on the back of cybersecurity concerns, shares have fallen some 10%, while the market at large has seen similar percentage gains. Meanwhile, Stryker has reported soft first-quarter results, which was to be expected, and announced a bolt-on deal to further increase its business. This makes an update of the investment proposition worthwhile here. This certainly is the case, as the full-year guidance has been maintained, making that appeal is rapidly on the increase here. Other recent M&A, spin-offs, and corporate events are discussed in greater detail at Value in Corporate Events . A Softer Start To The Year By the end of April, Stryker announced a softer set of first-quarter numbers. Reported sales rose by 2.6% to $6.0 billion. This, however, was aided by a 160 basis point tailwind from currency moves. M&A actually subtracted 140 basis points from reported sales growth, with the business posting organic revenue growth numbers at 2.4%. That might be solid for many businesses, but Stryker and its investors have gotten used to approximately 10% organic sales growth numbers in recent times, as the slower growth is attributed to a disruptive cyber incident late in the quarter. The company has adopted a new organizational structure, with sales now reported across a $3.2 billion MedSurg and Neurotechnology business and a $2.8 billion orthopaedic business. This was designed to speed innovation, time to market, and improve customer experiences. GAAP operating profits rose by nearly a hundred million to $936 million, as GAAP earnings of $745 million translated into earnings of $1.93 per share, up twenty-four cents on the year before. That, however, looks better than it is, with adjusted earnings reported down 8% to $2.60 per share, all while net debt was reported at $11.8 billion. Despite the softer start of the year, to som...
Joe Raedle/Getty Images News Shares of Boston Scientific ( BSX ) lost ~10% in the morning hours on Wednesday to hit a 52-week low after the MedTech highlighted an ongoing slowdown in demand for its WATCHMAN cardiac implant. With its Q1 2026 results in April, Boston Scientific ( BSX ) lowered its full-year growth outlook for organic net sales to 6.5% - 8.0% a year, citing, among other things, headw...
Joe Raedle/Getty Images News Shares of Boston Scientific ( BSX ) lost ~10% in the morning hours on Wednesday to hit a 52-week low after the MedTech highlighted an ongoing slowdown in demand for its WATCHMAN cardiac implant. With its Q1 2026 results in April, Boston Scientific ( BSX ) lowered its full-year growth outlook for organic net sales to 6.5% - 8.0% a year, citing, among other things, headwinds related to WATCHMAN volumes in the U.S. and its electrophysiology business. “What we've seen with the post-earnings call is a decline in standalone WATCHMAN growth and increasing concomitant growth,” CEO Michael Mahoney said on Tuesday during an investor conference organized by Bernstein. Asked if pressure on standalone WATCHMAN growth remains, Mahoney answered in the affirmative. “It's been a challenge for us because I said, we're really about a 90%, 91% market-share leader in that area,” he added. However, the company reiterated its near-term outlook. “We're comfortable within those guidance ranges for the second quarter and for the full year, and we continue to invest for the future across our businesses,” Mahoney noted. More on Boston Scientific Boston Scientific: A Rare 40% Drawdown Creates A Buying Opportunity Boston Scientific: Poised To Rebound With The Healthcare Sector, But When? Boston Scientific Corporation (BSX) Q1 2026 Earnings Call Transcript Boston Scientific’s SEISMIQ 4CE succeeds in trial for coronary artery disease Boston Scientific invests $1.5B in MiRus for ~34% equity stake
Broadcom stock is up 25% year to date , and many on Wall Street are saying that there’s more to come. Option traders who want to capitalize on the stock’s performance are likely buying calls or selling puts - both perfectly valid strategies during a bullish run. However, long calls can be expensive when volatility is high, and short puts leave you on the hook to buy 100 shares of the stock if the ...
Broadcom stock is up 25% year to date , and many on Wall Street are saying that there’s more to come. Option traders who want to capitalize on the stock’s performance are likely buying calls or selling puts - both perfectly valid strategies during a bullish run. However, long calls can be expensive when volatility is high, and short puts leave you on the hook to buy 100 shares of the stock if the trade doesn’t go your way. That’s $43,000+ for each contract - and not everyone has buying power like that. So, how can traders with smaller accounts play Broadcom’s bull run? Well, they can use the bull put. Let me show you how. What is a bull put spread? A bull put or a put credit spread is an options trading strategy that traders use to earn premium when the stock stays above a certain level. As such, the strategy is usually used during moderately bullish or neutral markets. It involves selling a put option and simultaneously buying another put option with a lower strike price on the same underlying asset, with the same expiration date. The strategy starts with a net credit. If the stock trades above the short put's strike price at expiration, the contract expires worthless, and the trader is free from further obligation. If the stock trades between the strike prices, the trade ends at a partial loss or profit, depending on how close it is to the breakeven price. However, if the stock trades below the long strike at expiration, the trade ends in its maximum-loss condition. Accessing bull put trades on Barchart To get potential bull put trades, go to Broadcom’s stock profile page, then click Vertical Spreads here: Once there, click the Bull Put tab. After that, I usually change the expiration date to between 30 and 45 days to maximize time value while balancing risk. So let’s say July 2, 2026. Here are suggested trades for that date, arranged from lowest to highest loss probability: Picking strike prices Now, like with any options trade, strike price selection is importan...
Manchester United are in advanced talks to make Atalanta's Brazil midfielder Ederson their first summer signing. Multiple sources have told BBC Sport a deal is close to completion, with a fee of 48m euros (£41.6m) likely for the 26-year-old. Senior United officials played down speculation and say there is still no agreement for Ederson, who has 12 months left on his contract. However, on the day t...
Manchester United are in advanced talks to make Atalanta's Brazil midfielder Ederson their first summer signing. Multiple sources have told BBC Sport a deal is close to completion, with a fee of 48m euros (£41.6m) likely for the 26-year-old. Senior United officials played down speculation and say there is still no agreement for Ederson, who has 12 months left on his contract. However, on the day they announced third-quarter profits of £37.7m for the nine months to 31 March - and chief executive Omar Berrada said he was "very positive about the club's progress" - it is clear United are eager to build on their unexpected third-placed finish under new head coach Michael Carrick. United do still owe a huge amount in outstanding transfer fees, which makes up the vast majority of the £482m owing in 'trade and other payables', and underlines the work needed to get their finances in order. But they are determined to be competitive in the transfer market, while pledging not to fall into the trap of offering expensive long contracts as they have in the past. United are prioritising strengthening central midfield this summer after the exit of Casemiro and uncertainty over Manuel Ugarte's future. Ideally, they would like to make two, or possibility three, signings in that area, although it appears first choice Elliot Anderson would prefer to join Manchester City. While it is not unknown for United to negotiate with more than one target before making a final decision, they appear to have opted to move early for Ederson, who has three full Brazil caps but has missed out on World Cup selection. Atletico Madrid were thought to be keen on the player, who has spent the past four and a half years in Serie A - initially with Salernitana - but the Spanish side have plumped for Wolves' Joao Gomes instead. Another potential United target, Mateus Fernandes, is likely to be sold by West Ham this summer as they come to terms with the financial consequences of relegation to the Championship. ...
Golden_Brown/iStock via Getty Images By Diederik Stadig Past: manufacturing powerhouse China’s pharma sector was long defined by its manufacturing of low-cost APIs, intermediates and generic manufacturing. As patents on many medicines expired in recent decades and generics grew to account for more than 90% of prescriptions, China’s manufacturing prowess made the country central to global supply ch...
Golden_Brown/iStock via Getty Images By Diederik Stadig Past: manufacturing powerhouse China’s pharma sector was long defined by its manufacturing of low-cost APIs, intermediates and generic manufacturing. As patents on many medicines expired in recent decades and generics grew to account for more than 90% of prescriptions, China’s manufacturing prowess made the country central to global supply chains: it produces roughly 40% of the world’s APIs and is therefore critically important for the contents of medicine cabinets globally. However, the country was not traditionally a major source of innovative medicines. Generics have become much more important in recent decades Generics as percentage of total US prescription drugs Source: FDA, ING Present: an increasingly important biotech hub In recent years, China’s position has changed significantly, with the country trading up the value chain to be Asia’s most important biotech hub, accounting for 75% of all regional venture capital and private equity flows (Bain). We estimate that China alone accounts for roughly 33% of all new innovative molecules in global pipelines this year, which is a 29 percentage point increase from 4% in 2014. China made this spectacular ascent by investing in fundamental research and its scientific talent pool, leveraging its economies of scale and conducting regulatory reforms. These regulatory reforms were conducted to integrate China into global drug development. They cleared approval backlogs, sped up reviews, and created accelerated pathways for innovative and urgently needed medicines. In addition, clinical trial inspections became more stringent to improve data credibility, while more foreign/multi-regional trial data were increasingly accepted. These three factors led to a significant increase in outlicensing (i.e., a company that owns a drug asset grants another company the rights to develop, manufacture and/or commercialise that drug) between China and Western biotech and pharma compa...
Key Points Nvidia supplies the best data center chips for AI workloads, and demand continues to outstrip supply. Revenue just accelerated again, and comments by the CEO suggest further momentum ahead. Nvidia stock looks like a bargain at the current price, but some clear risks have emerged. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) supplies the world's best graphics processing u...
Key Points Nvidia supplies the best data center chips for AI workloads, and demand continues to outstrip supply. Revenue just accelerated again, and comments by the CEO suggest further momentum ahead. Nvidia stock looks like a bargain at the current price, but some clear risks have emerged. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) supplies the world's best graphics processing units (GPUs) for data centers, which are the primary chips used in artificial intelligence (AI) training and inference workloads. Demand for this hardware continues to outstrip supply, which is driving an acceleration in the company's revenue growth. On May 20, Nvidia CEO Jensen Huang participated in a conference call with shareholders to discuss the company's operating results for its fiscal 2027 first quarter (ended April 26). He made a series of comments about the upcoming Vera Rubin product platform that should make investors as bullish as ever, but there are also some clear risks to his outlook. Read on. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Vera Rubin will be Nvidia's most successful platform ever Nvidia's Blackwell GPU architecture is the basis for the company's most commercially successful chips to date, like the GB300 which delivers up to 50 times more performance than the company's original AI GPU, the H100. However, the upcoming Vera Rubin platform could leapfrog Blackwell in terms of both sales and performance. Vera Rubin includes the Rubin GPU, the Vera central processing unit (CPU), the new NVLink 6 data center switches, and a number of other networking components. Nvidia says it will be so powerful that it can train AI models using 75% fewer GPUs compared to Blackwell and reduce inference token costs by 90%. Inference tokens are the text, symbols, or images generated by an AI model...
CrowdStrike (NASDAQ: CRWD) has surged back to a new 52-week high as investors rethink the role of AI in cybersecurity. Falcon's expanding platform could make the company harder to replace inside large enterprises, but the stock already prices in a very optimistic future. That tension makes this one of the more fascinating cybersecurity stocks to watch right now. Stock prices used were the market p...
CrowdStrike (NASDAQ: CRWD) has surged back to a new 52-week high as investors rethink the role of AI in cybersecurity. Falcon's expanding platform could make the company harder to replace inside large enterprises, but the stock already prices in a very optimistic future. That tension makes this one of the more fascinating cybersecurity stocks to watch right now. Stock prices used were the market prices of May 19, 2026. The video was published on May 25, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in CrowdStrike right now? Before you buy stock in CrowdStrike, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CrowdStrike wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $472,852!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,317,207!* Now, it’s worth noting Stock Advisor’s total average return is 984% — a market-crushing outperformance compared to 210% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 27, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that s...
With shares up 214% year to date, Micron Technology (MU +1.58%) remains one of the biggest winners in the generative artificial intelligence (AI) megatrend -- far outpacing early infrastructure leaders like Nvidia, which is up by a relatively modest 14% over the same time frame. The reason for the optimism around Micron is simple. Technology companies have realized that access to enough high-bandw...
With shares up 214% year to date, Micron Technology (MU +1.58%) remains one of the biggest winners in the generative artificial intelligence (AI) megatrend -- far outpacing early infrastructure leaders like Nvidia, which is up by a relatively modest 14% over the same time frame. The reason for the optimism around Micron is simple. Technology companies have realized that access to enough high-bandwidth memory is one of the primary constraints to making better AI models. This has set off a surge in demand for Micron's products, and those of its peers, that has far exceeded their ability to supply with their current fabrication facilities. As a result, memory makers have been able to substantially boost prices. Micron's now enjoying a period of high top-line growth and margins. But what could come next for the company? Expand NASDAQ : MU Micron Technology Today's Change ( 1.58 %) $ 14.12 Current Price $ 910.00 Key Data Points Market Cap $1.0T Day's Range $ 888.16 - $ 955.75 52wk Range $ 92.22 - $ 955.75 Volume 1.3M Avg Vol 46.9M Gross Margin 58.54 % Dividend Yield 0.06 % Memory supply is now a primary AI bottleneck At the start of the AI revolution, the development of generative AI models was constrained largely by the availability of high-end GPUs to train them on -- processors designed by companies like Nvidia. These chips performed the heavy computational lifting involved in running and training the algorithms. However, over time, GPUs became significantly more powerful, and also more widely available. This, combined with the need for those chips to be able to rapidly access the data they were analyzing, led to a sharply increased the need for memory capable of keeping up. Micron has benefited tremendously from this trend. In its fiscal 2026 second quarter (which ended Feb. 26), revenue soared by 196% year over year to $23.9 billion. And while this result was largely driven by demand for its high-bandwidth memory products for AI data centers, less trendy businesses ...
Trump Backs CFTC Authority Over Prediction Markets Authored by Brayden Lindrea via CoinTelegraph.com, US President Donald Trump has backed the Commodity Futures Trading Commission as having the “exclusive authority” over prediction markets, as state regulators' action against the platforms mounts. “It is critically important that the CFTC’s exclusive authority over Prediction Markets is maintained...
Trump Backs CFTC Authority Over Prediction Markets Authored by Brayden Lindrea via CoinTelegraph.com, US President Donald Trump has backed the Commodity Futures Trading Commission as having the “exclusive authority” over prediction markets, as state regulators' action against the platforms mounts. “It is critically important that the CFTC’s exclusive authority over Prediction Markets is maintained, and that they will thrive,” Trump posted to his social media platform Truth Social on Tuesday. Trump also took aim at several officials whose states have launched legal action against prediction markets, including Kalshi, Polymarket, Crypto.com and Robinhood. “Under my leadership, we are setting ‘rules of the road’ that are the Gold Standard for the States,” Trump wrote. “We cannot have SCUM like Chris Christie, Letitia James, Tim Walz, and JB Pritzker setting the rules!” Source: Donald Trump Multiple state authorities have argued that prediction markets are violating state laws by offering gambling without a license, and have sued or issued cease-and-desist orders to multiple platforms. Prediction markets including Kalshi have sued various state authorities to fend off legal action, claiming it is regulated solely by the CFTC. CFTC Chair Mike Selig has also opposed the states, arguing his agency has “exclusive jurisdiction” over prediction markets as federally regulated designated contract markets. The agency has sued several states, including Minnesota, Illinois, New York and Arizona for taking action against prediction markets. Trump said in his post that “other Countries are after this new form of Financial Market, and we want to remain at the top.” “It is a major Industry, and we must protect it,” he added. Last month, Trump told reporters he was “not happy” with prediction markets and was “never much in favor” of them in response to a question about well-timed bets on the platforms on events linked to the Iran war, which has drawn the ire of several Democrats who ha...
Shares of Manchester United ( MANU ) jumped about 14% after the club reported stronger third-quarter results and raised its full-year outlook. Revenue rose 18.1% to £189.5 million in the quarter ended March 31, driven by a 57.1% surge in broadcasting income, while adjusted EBITDA climbed 65.4% to £84.7 million. Operating profit came in at £5.1 million. For the nine months, the club swung to an ope...
Shares of Manchester United ( MANU ) jumped about 14% after the club reported stronger third-quarter results and raised its full-year outlook. Revenue rose 18.1% to £189.5 million in the quarter ended March 31, driven by a 57.1% surge in broadcasting income, while adjusted EBITDA climbed 65.4% to £84.7 million. Operating profit came in at £5.1 million. For the nine months, the club swung to an operating profit of £37.7 million from a £3.2 million loss a year earlier, aided by cost cuts and improved on-pitch performance. Quarterly net loss widened to £11.8 million, hit by higher finance costs and exceptional charges. The club now expects fiscal 2026 revenue in the midpoint of £660 million and adjusted EBITDA in the midpoint of about £205 million. More on Manchester United Manchester United: Return To The Champions League Manchester United: Inconsistent Performance On And Off Pitch, Maintain Sell Manchester United Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating on Manchester United Historical earnings data for Manchester United
(RTTNews) - BAE Systems plc (BA.L), an aerospace and defense company, Wednesday announced that it has received the Soft Kill Active Protection System or APS program of record from the U.S. Army. The financial details of the program have not been divulged. The APS program equips ground vehicles with advanced electronic warfare capabilities by leveraging BAE Systems' Rapid Optical Observation and Ki...
(RTTNews) - BAE Systems plc (BA.L), an aerospace and defense company, Wednesday announced that it has received the Soft Kill Active Protection System or APS program of record from the U.S. Army. The financial details of the program have not been divulged. The APS program equips ground vehicles with advanced electronic warfare capabilities by leveraging BAE Systems' Rapid Optical Observation and Kill or ROOK system to disrupt and defeat incoming threats, including unmanned aerial systems and anti-tank guided missiles. On Wednesday, BA.L shares were trading at 1975 pence, down 0.75% on the London Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.