quantic69/iStock via Getty Images Thesis Summary Quantum computing stocks are hot again, and Infleqtion ( INFQ ) is up nearly 40% in the last few days. While investors may be familiar with names like IonQ ( IONQ ) and Rigetti ( RGTI ), this newly IPO’d quantum stock is perhaps the best company out there. The company already has exposure to several potentially massive markets, including quantum com...
quantic69/iStock via Getty Images Thesis Summary Quantum computing stocks are hot again, and Infleqtion ( INFQ ) is up nearly 40% in the last few days. While investors may be familiar with names like IonQ ( IONQ ) and Rigetti ( RGTI ), this newly IPO’d quantum stock is perhaps the best company out there. The company already has exposure to several potentially massive markets, including quantum computing, quantum sensing, defense infrastructure, and space technology. The company already generates revenue today through government contracts, something that can’t be said of many of its competitors. Most importantly, Infleqtion may possess one of the most differentiated architectures in the quantum space: neutral atoms. And given it’s still a new player, the stock still trades at a discount to some of the larger quantum peers despite holding more potential long-term. While risks remain extremely high, INFQ could become one of the biggest winners in the space over the coming years. What Does INFQ Do? Infleqtion is a quantum technology company focused on neutral-atom quantum systems. Quantum Momentum (Investor Slides) The company designs and develops various types of quantum products, including quantum computers and software, and it does so using neutral atom technology. This technology works by trapping atoms using lasers. Neutral Atom Technology (Phys.org) Without going into a full breakdown of quantum technology, suffice it to say that this type of approach offers better scalability, lower energy requirements, and also improved portability. Infleqtion believes neutral atoms could become one of the winning architectures because they are capable of scaling qubit counts while maintaining lower physical complexity. And while quantum is still a largely untested matter, Infleqtion is already deploying systems globally and has military contracts in the U.K. and Japan. What also makes INFQ interesting is that the company is not purely dependent on quantum computing itself. Quan...
Micron Technology (MU +19.54%) has been one of the biggest winners of the last 12 months. Shares of the memory chip maker have skyrocketed close to 850%. And one top Wall Street analyst thinks Micron has plenty of room to run. UBS Group (UBS +1.75%) analyst Timothy Arcuri raised his 12-month price target on Micron from $535 to $1,625 on Tuesday. His move sparked a huge rally for the tech stock. Bu...
Micron Technology (MU +19.54%) has been one of the biggest winners of the last 12 months. Shares of the memory chip maker have skyrocketed close to 850%. And one top Wall Street analyst thinks Micron has plenty of room to run. UBS Group (UBS +1.75%) analyst Timothy Arcuri raised his 12-month price target on Micron from $535 to $1,625 on Tuesday. His move sparked a huge rally for the tech stock. But based on Arcuri's price target, Micron could still soar another 85%. Trade like Nvidia Arcuri is much more bullish about Micron for one primary reason: He likes the company's long-term agreements with customers. Micron now has enhanced agreements with fixed volume commitments from customers that range from three to five years. Such deals were practically unheard of in the past for memory chip companies, but the market dynamics have changed dramatically thanks to artificial intelligence (AI) demand. These long-term agreements provide significant visibility in demand for Micron over the next few years. They should also make the company's earnings less lumpy. Sure, Micron may give up some revenue over the near term with these deals, but Arcuri likes the trade-off. The UBS analyst based his $1,625 price target assuming that Micron would generate earnings per share of between $117 and $155 over the next three years. He also expects the stock to trade at around 15 times forward earnings. However, Arcuri believes that there's no reason why Micron shouldn't trade similarly to Nvidia (NVDA 0.38%), which currently sports a forward price-to-earnings multiple of around 24.5. CNBC reported Arcuri as stating, "The market will start to put a more 'normal' multiple on the stock and MU will continue to rerate higher." UBS isn't the only Wall Street firm that has become more bullish about Micron in recent days. Citigroup (C +1.38%) nearly doubled its price target on the stock last week. However, analysts are having trouble keeping up with Micron's rapid gains. Citi's target of $840 is alre...
patboon/iStock via Getty Images Badger Meter, Inc. ( BMI ) is a provider of smart water solutions primarily to water utilities. As a dividend growth stock, Badger Meter is recognized as a Dividend Aristocrat with a 33-year streak of annual increases, double-digit increases, and outstanding safety. The company has many attractive characteristics, including a net cash position on the balance sheet, ...
patboon/iStock via Getty Images Badger Meter, Inc. ( BMI ) is a provider of smart water solutions primarily to water utilities. As a dividend growth stock, Badger Meter is recognized as a Dividend Aristocrat with a 33-year streak of annual increases, double-digit increases, and outstanding safety. The company has many attractive characteristics, including a net cash position on the balance sheet, rising cash flow, effective operation in an oligopoly, focus, and global expansion. However, recently, negative sales growth and lower anticipated earnings growth have been a concern. Hence, notwithstanding a valuation that is below the historical average, I view Badger Meter as a long-term ‘hold.’ Overview of Badger Meter Badger Meter, Inc. was founded in 1905 and is headquartered in Milwaukee, Wisconsin. Today, it is a global pure-play provider of smart water solutions. It designs, manufactures, and sells digital smart water meters for flow measurement, sewer line monitoring, water quality, pressure, and network monitoring. It also sells software and data analytics. Major brands include BlueEdge, SmartCover, EyeOnWater, ORION, and BEACON. Total revenue was $917 million in 2025 and $897 million in the past twelve months (“LTM”). Latest Results Badger Meter announced unexpected first quarter 2026 results on April 17 th , 2026. The firm widely missed revenue and earnings per share (“EPS”) analyst estimates. Revenue was lower on reduced sales volumes to utilities because of project timing and softer short-cycle ordering. Revenue decreased 9.0% to $202.3 million from $222.2 million year-over-year, missing estimates by $28.6 million. On a GAAP basis, diluted EPS fell significantly to $0.93 from $1.30, falling short of estimates by $0.26 on lower revenue and margins. A slightly lower share count was a tailwind. Consensus analyst estimates are $4.65 per share in 2026, down from $4.79 in 2025. Management did not provide quantitative guidance. After the results were released, the s...
A Chinese dissident has washed up on the shores of South Korea after attempting to flee China in a rubber boat. Dong Guangping, 68, is in custody in South Korea, having been detained by the coastguard on Monday evening. He is thought to have travelled more than 30 hours by sea to reach the shores of China’s democratic neighbour. Dong has tried to escape from China on several previous occasions, ac...
A Chinese dissident has washed up on the shores of South Korea after attempting to flee China in a rubber boat. Dong Guangping, 68, is in custody in South Korea, having been detained by the coastguard on Monday evening. He is thought to have travelled more than 30 hours by sea to reach the shores of China’s democratic neighbour. Dong has tried to escape from China on several previous occasions, according to media reports and interviews with two of his friends. In 2015, he fled with his wife and daughter for Thailand. But the Thai authorities detained and deported him back to China, despite the fact he had been given refugee status by the UN refugee agency. Back in China, Dong, a former police officer turned government critic, was jailed for more than three years. After his release in 2019, he tried to swim to Kinmen, a small Taiwanese island three miles from the Chinese coastline, but floundered at sea and was taken back to China by fishers. In 2020, he fled again to Vietnam, but was later arrested and returned to China. Zang Xihong, a Chinese dissident in Canada who uses the pen name Sheng Xue, has been in contact with Dong since his attempt to flee China for Thailand in 2015. Zang spoke to Dong by telephone on Tuesday morning when he was being held by the coastguard in Taean, a county in western South Korea. The coastguard released a statement on Wednesday confirming that a Chinese man in his 60s had been arrested and was being questioned on suspicion of immigration law violations, according to Reuters. The man was on a 3.3-metre boat with a 10-horsepower motor when he was spotted about 38 nautical miles off the coast. Zang said that Dong travelled more than 30 hours by boat from Weifang in Shandong province on China’s eastern coast. The distance between Weifang and Taean is more than 300km (186 miles). Zang said that Dong was “almost unconscious” by the time he reached South Korean waters. She said she was not surprised that Dong had attempted such a dangerous jo...
The market consistently misprices the physical infrastructure required to sustain exponential technological growth. Right now, the structural bottleneck for artificial intelligence (AI) is not silicon availability. The true bottleneck is thermal management. Next-generation GPUs operate at thermal densities that shatter the limits of legacy cooling architectures. Hyperscalers recognize this physica...
The market consistently misprices the physical infrastructure required to sustain exponential technological growth. Right now, the structural bottleneck for artificial intelligence (AI) is not silicon availability. The true bottleneck is thermal management. Next-generation GPUs operate at thermal densities that shatter the limits of legacy cooling architectures. Hyperscalers recognize this physical limit and are aggressively locking down viable supply chains to prevent catastrophic deployment delays. Get Modine Manufacturing alerts: Sign Up Breaking the Ice: Modine Leaves the Rust Belt Behind Modine Manufacturing NYSE: MOD is squarely at the center of this exact friction point. Long viewed as a cyclical automotive sector and industrial sector supplier, Modine has reconstructed its operational DNA. With shares recently climbing past $300, Wall Street is grappling with the company's profound structural pivot. Modine has decoupled from its low-margin roots, securing massive guaranteed capacity lock-ups and shedding legacy assets to emerge as a pure-play AI infrastructure business. Modine Manufacturing Today MOD Modine Manufacturing $297.39 +36.87 (+14.15%) 52-Week Range $86.48 ▼ $323.25 P/E Ratio 165.22 Price Target $238.57 Add to Watchlist The most glaring indicator of an extreme supply-demand imbalance in the liquid cooling sector came in the form of a $4 billion Long-Term Capacity Agreement through 2029. Modine will supply cutting-edge Airedale cooling solutions to a strategic data center client, but the headline revenue figure is only part of the equation. The crucial metric buried in the contract is the $165 million upfront cash payment from the customer to fund Modine's capital expenditures. When tier-one hyperscalers start directly financing a supplier's manufacturing footprint, investors should immediately recognize panic-buying. Customers are footing the bill to expand capacity because the alternative is millions of dollars in highly expensive, idle AI servers...
Historic Market Cap Milestone The shares of the Idaho-based chipmaker closed 19.29% higher at $895.88, locking in a final market value of $1.010 trillion. This historic jump firmly secured its new position as the world’s 14th-largest public company. Highlighting the sheer magnitude of the move, financial firm The Kobeissi Letter characterized the company’s sudden market ascent as “truly incredible...
Historic Market Cap Milestone The shares of the Idaho-based chipmaker closed 19.29% higher at $895.88, locking in a final market value of $1.010 trillion. This historic jump firmly secured its new position as the world’s 14th-largest public company. Highlighting the sheer magnitude of the move, financial firm The Kobeissi Letter characterized the company’s sudden market ascent as “truly incredible.” Unprecedented Single-Day Gains The historic single-day performance underscored the broader AI-driven infrastructure boom currently reshaping Wall Street. “Including the gain during regular trading hours, Micron has now added +$220 BILLION today,” instantly widening the valuation gap between itself and traditional corporate heavyweights, stated Kobeissi Letter. This explosive growth caps off an extraordinary year of market outperformance; the stock has surged 213.89% year-to-date and an astronomical 859.49% over the last 12 months. This rapid wealth creation is unprecedented, considering that “just 12 months ago, the entire stock was worth less than $70 billion.” Momentum Carries Into Overnight Trading Remarkably, the company’s massive rally showed few signs of cooling off after Tuesday’s official closing bell. As regular trading transitioned into the extended evening session, Micron stock was up another 2.45% in overnight trading, at the last check. The overnight spike lifted the semiconductor equity to $916.35 per share. If these extended-hours gains hold into the next formal session, the newly minted trillion-dollar titan will continue its aggressive climb up the global leaderboard, rapidly closing in on international tech peers like SK Hynix. Benzinga’s Edge Stock Rankings indicate that MU maintains a strong price trend in the short, medium, and long terms, with a solid growth score. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo courtesy: Tada Images via Shutterstock
The semiconductor leader’s rapid growth is helping Taiwan close the gap with larger global equity markets. Taiwan Semiconductor Manufacturing Co. has become the biggest driver behind Taiwan’s stock market surge this year, helping the island economy narrow the gap with India in global market capitalisation rankings. The chipmaker’s shares have climbed sharply amid soaring global demand for artifici...
The semiconductor leader’s rapid growth is helping Taiwan close the gap with larger global equity markets. Taiwan Semiconductor Manufacturing Co. has become the biggest driver behind Taiwan’s stock market surge this year, helping the island economy narrow the gap with India in global market capitalisation rankings. The chipmaker’s shares have climbed sharply amid soaring global demand for artificial intelligence infrastructure. Investors have increasingly poured money into semiconductor companies tied to the AI boom, placing TSMC at the centre of market attention. - Advertisement - TSMC is the world’s leading contract chip manufacturer and produces advanced processors for several major technology companies involved in AI computing. Its chips are widely used in AI servers, data centres, and high-performance computing systems powering next-generation applications. The company’s strong rally has significantly boosted Taiwan’s broader stock market. TSMC now accounts for a major share of Taiwan’s benchmark index, making it the single largest contributor to the market’s performance. - Advertisement - Foreign investors have also increased exposure to Taiwan largely because of TSMC’s dominance in the global semiconductor supply chain. The company’s central role in AI chip production has helped attract billions of dollars into Taiwanese equities this year. Analysts say Taiwan’s growing appeal stems from its strong concentration of AI-related semiconductor companies, particularly TSMC. As global technology firms continue increasing spending on AI infrastructure, demand for advanced chip manufacturing has remained exceptionally strong. The rise of TSMC highlights how semiconductor companies are increasingly shaping global financial markets. While many economies are struggling to benefit directly from the AI investment cycle, Taiwan has emerged as one of the biggest winners due to its leadership in advanced chip production. TSMC’s continued growth has reinforced its position as...
Semiconductor powerhouse Micron Technology Inc. (NASDAQ:MU) vaulted on Tuesday, officially crossing the $1 trillion market capitalization milestone following a rally driven by demand for artificial intelligence (AI). Historic Market Cap Milestone The shares of the Idaho-based chipmaker closed 19.29% higher at $895.88, locking in a final market value of $1.010 trillion. According to data from Compa...
Semiconductor powerhouse Micron Technology Inc. (NASDAQ:MU) vaulted on Tuesday, officially crossing the $1 trillion market capitalization milestone following a rally driven by demand for artificial intelligence (AI). Historic Market Cap Milestone The shares of the Idaho-based chipmaker closed 19.29% higher at $895.88, locking in a final market value of $1.010 trillion. According to data from CompaniesMarketCap, this monumental surge enabled Micron Technology to comfortably overtake legacy giants JPMorgan Chase & Co. (NYSE:JPM), Walmart Inc. (NASDAQ:WMT), and Intel Corp. (NASDAQ:INTC), as well as pharmaceutical heavyweight Eli Lilly And Co. (NYSE:LLY). This historic jump firmly secured its new position as the world’s 14th-largest public company. Highlighting the sheer magnitude of the move, financial firm The Kobeissi Letter characterized the company’s sudden market ascent as “truly incredible.” Read Also: Micron Stock Is 'Too Cheap,' Says Ross Gerber, While Jim Cramer Calls Trillion-Dollar Club Move A 'New Era' Unprecedented Single-Day Gains The historic single-day performance underscored the broader AI-driven infrastructure boom currently reshaping Wall Street. “Including the gain during regular trading hours, Micron has now added +$220 BILLION today,” instantly widening the valuation gap between itself and traditional corporate heavyweights, stated Kobeissi Letter. This explosive growth caps off an extraordinary year of market outperformance; the stock has surged 213.89% year-to-date and an astronomical 859.49% over the last 12 months. This rapid wealth creation is unprecedented, considering that “just 12 months ago, the entire stock was worth less than $70 billion.” Momentum Carries Into Overnight Trading Remarkably, the company’s massive rally showed few signs of cooling off after Tuesday’s official closing bell. As regular trading transitioned into the extended evening session, Micron stock was up another 2.45% in overnight trading, at the last check. The overn...
Semiconductor powerhouse Micron Technology Inc. (NASDAQ:MU) vaulted on Tuesday, officially crossing the $1 trillion market capitalization milestone following a rally driven by demand for artificial intelligence (AI). Historic Market Cap Milestone The shares of the Idaho-based chipmaker closed 19.29% higher at $895.88, locking in a final market value of $1.010 trillion. According to data from Compa...
Semiconductor powerhouse Micron Technology Inc. (NASDAQ:MU) vaulted on Tuesday, officially crossing the $1 trillion market capitalization milestone following a rally driven by demand for artificial intelligence (AI). Historic Market Cap Milestone The shares of the Idaho-based chipmaker closed 19.29% higher at $895.88, locking in a final market value of $1.010 trillion. According to data from CompaniesMarketCap, this monumental surge enabled Micron Technology to comfortably overtake legacy giants JPMorgan Chase & Co. (NYSE:JPM), Walmart Inc. (NASDAQ:WMT), and Intel Corp. (NASDAQ:INTC), as well as pharmaceutical heavyweight Eli Lilly And Co. (NYSE:LLY). This historic jump firmly secured its new position as the world’s 14th-largest public company. Highlighting the sheer magnitude of the move, financial firm The Kobeissi Letter characterized the company’s sudden market ascent as “truly incredible.” Read Also: Micron Stock Is 'Too Cheap,' Says Ross Gerber, While Jim Cramer Calls Trillion-Dollar Club Move A 'New Era' Unprecedented Single-Day Gains The historic single-day performance underscored the broader AI-driven infrastructure boom currently reshaping Wall Street. “Including the gain during regular trading hours, Micron has now added +$220 BILLION today,” instantly widening the valuation gap between itself and traditional corporate heavyweights, stated Kobeissi Letter. This explosive growth caps off an extraordinary year of market outperformance; the stock has surged 213.89% year-to-date and an astronomical 859.49% over the last 12 months. This rapid wealth creation is unprecedented, considering that “just 12 months ago, the entire stock was worth less than $70 billion.” Momentum Carries Into Overnight Trading Remarkably, the company’s massive rally showed few signs of cooling off after Tuesday’s official closing bell. As regular trading transitioned into the extended evening session, Micron stock was up another 2.45% in overnight trading, at the last check. The overn...
icafreitas/iStock via Getty Images Summary PodcastOne ( PODC ) is an interesting small-cap stock that has not been written about since 2022 on the Seeking Alpha site. Most people have probably never heard of this company, but nevertheless the stock is up 90% YTD. PodcastOne has strong tailwinds in terms of explosive growth in the podcast industry coupled with strong operating leverage leading to h...
icafreitas/iStock via Getty Images Summary PodcastOne ( PODC ) is an interesting small-cap stock that has not been written about since 2022 on the Seeking Alpha site. Most people have probably never heard of this company, but nevertheless the stock is up 90% YTD. PodcastOne has strong tailwinds in terms of explosive growth in the podcast industry coupled with strong operating leverage leading to high EBITDA growth, which should further drive the share price. I rate the stock as a BUY. Company background PodcastOne is a podcast hosting platform and publisher whose content is distributed on the company's own website, its PodcastOne app, and other platforms such as Apple Podcasts, Spotify, and Amazon Music, among others. As of February 2026 , PODC had 190 exclusive podcasts, hosted 350+ episodes per week, had 21 million monthly downloads, and had 6 million monthly unique listeners. Four of PODC's podcasts have been sold to TV and streaming outlets. As of January 2026, PODC was the 10th largest podcast publisher in the United States as ranked by Podtrac, which is a leading podcast analytics company. Key podcasts include The Adam Corolla Show and The Steve Austin Show, with key advertisers being Amazon, PayPal, and Home Depot. Key podcasts (PodcastOne) Key advertisers (PodcastOne) The company primarily earns revenue through advertising, such as dynamic ad insertion, programmatic advertising, and host-read ads. Further ad revenue is generated from video as podcasts are now distributed to platforms such as YouTube. In addition, PODC creates content with B2B partners, sells content to other platforms, and offers a premium subscription package to listeners. Key recent developments include an Amazon partnership through Amazon's hosting service Art19, which guarantees revenue of $20m, along with enhanced advertising tools and analytics for better targeting and monetization. In addition, in February, the company announced that it is launching an original and owned content netwo...
LFB has advised people in the area to keep their windows and doors shut as 15 fire engines from Willesden, Finchley and West Hampstead tackle the blaze. There are no reported injuries, police say.
LFB has advised people in the area to keep their windows and doors shut as 15 fire engines from Willesden, Finchley and West Hampstead tackle the blaze. There are no reported injuries, police say.
Avidian Wealth Enterprises LLC grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 4.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 83,709 shares of the e-commerce giant's stock after purchasing an additional 3,209 shares during the quarter. Amazon.com comprises 0.7% of Avidian Wealth Enterprises LLC's portfolio, maki...
Avidian Wealth Enterprises LLC grew its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 4.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 83,709 shares of the e-commerce giant's stock after purchasing an additional 3,209 shares during the quarter. Amazon.com comprises 0.7% of Avidian Wealth Enterprises LLC's portfolio, making the stock its 28th biggest holding. Avidian Wealth Enterprises LLC's holdings in Amazon.com were worth $19,322,000 at the end of the most recent quarter. Other hedge funds and other institutional investors also recently made changes to their positions in the company. Fairway Wealth LLC grew its position in shares of Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock valued at $25,000 after purchasing an additional 60 shares during the last quarter. Sellwood Investment Partners LLC bought a new stake in shares of Amazon.com in the third quarter valued at about $27,000. Bridge Generations Wealth Management LLC lifted its stake in shares of Amazon.com by 2,330.0% in the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock valued at $53,000 after buying an additional 233 shares during the period. Cooksen Wealth LLC lifted its stake in shares of Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock valued at $54,000 after buying an additional 47 shares during the period. Finally, Harbor Investment Advisory LLC lifted its stake in shares of Amazon.com by 2.4% in the fourth quarter. Harbor Investment Advisory LLC now owns 309,697 shares of the e-commerce giant's stock valued at $71,000 after buying an additional 7,329 shares during the period. 72.20% of the stock is owned by institutional investors and hedge funds. Get Amazon.com alerts: Sign Up More Amazon.com News Here are the key news stories impacti...