Samsung Electronics Co. ’s largest union voted in favor of a compensation deal that will hand chip workers an average bonus of about $340,000, staving off a strike that threatened to disrupt global chip supply. About 74% of union members voted in favor of the deal the organization struck with the world’s largest memory chipmaker after tumultuous negotiations in past weeks. The truce averts what co...
Samsung Electronics Co. ’s largest union voted in favor of a compensation deal that will hand chip workers an average bonus of about $340,000, staving off a strike that threatened to disrupt global chip supply. About 74% of union members voted in favor of the deal the organization struck with the world’s largest memory chipmaker after tumultuous negotiations in past weeks. The truce averts what could have been a damaging strike for Samsung and the tech industry. The Korean giant is the world’s biggest supplier of the memory chips that go into everything from smartphones and electric vehicles to AI data center servers that power services like ChatGPT and Claude. Shortages in the memory chip sector have already driven prices sharply higher in recent months, and disruptions at Samsung could have exacerbated the squeeze. The strains between management and labor showcased simmering tensions across the country as workers push for a greater share of the profits that companies like Samsung and SK Hynix Inc. are deriving from a global AI infrastructure boom. Samsung is on track to become one of the world’s most profitable firms this year, with its semiconductor arm posting a 48-fold jump in profit for the March quarter. Samsung employs 78,000 people in its semiconductors division. While bonus levels will vary, workers stood to get 513 million won on average, equivalent to $340,000, according to Bloomberg calculations based on proposed terms and estimates for 2026 operating profit. Samsung employees earned 158 million won on average in 2025, according to a company filing in March. Other estimates, including by Yonhap News, calculated that employees in the booming memory division were in line for individual payouts of around 600 million won. Samsung doesn’t disclose the exact number of employees in different semiconductor divisions. The move followed rival SK Hynix, which last year also agreed to a bonus payout. The actual bonus at Samsung will depend heavily on the company’s ...
Shelly Still/iStock via Getty Images Introduction & Investment Thesis Toast ( TOST ) has been under immense pressure since the time of my last writing, down 40%, hugely underperforming the S&P 500. The thing is that Toast has gone through a massive derating, with its forward price-to-earnings multiples heavily compressed, as revenue growth slowed over the last two quarters, including in Q1 FY26, a...
Shelly Still/iStock via Getty Images Introduction & Investment Thesis Toast ( TOST ) has been under immense pressure since the time of my last writing, down 40%, hugely underperforming the S&P 500. The thing is that Toast has gone through a massive derating, with its forward price-to-earnings multiples heavily compressed, as revenue growth slowed over the last two quarters, including in Q1 FY26, and forward consensus estimates do not point to any signs of a pickup. This is the case as GPV (Gross Payment Volume) per location has declined 1%, signaling fewer transactions being processed, threatening Toast’s transaction-based revenue model that accounts for 81% of total revenue. This could be driven by a weakening of macroeconomic conditions, affecting consumer sentiment. Along with that, Toast’s shift to an agentic platform with Toast IQ has not been able to move the needle on the company’s top line. While the risk-reward per Wall Street price target estimates looks quite attractive, I believe that the stock may remain under pressure until Toast IQ is able to demonstrate accelerating revenue growth and/or the GPV per location starts to bottom out. I sold off my shares in Toast at a loss in February, as my cost basis was highly unfavorable, and DCA’ing would have meant that I would own a larger-than-intended position size in the company, which I wasn’t comfortable with. At the moment, I will remain on the sidelines with Toast and rate the stock a "hold." Why Has Toast Stock Been Under Pressure? Aside from the SaaSpocalypse that has destroyed market capitalizations of several software companies in 2026 so far, one of the fundamental reasons why Toast stock has been under pressure is its decelerating revenue growth over the last two quarters. During Q1 FY26, Toast grew at 22% YoY to $1.63B, slower than the 22.05% growth in the prior quarter and missing analyst estimates, as can be seen below. SA: Revenue missed expectations in Q1 FY26 While the company added 7,000 net ne...
The Trump administration’s war against Iran should have no impact on arms sales to Taiwan, experts have said, after a US official suggested a pause in the delivery of a key weapons package was due to the Gulf conflict. Analysts told the Guardian that a $14bn arms package left in limbo after Donald Trump’s meeting with Xi Jinping could take up to six years to process, and there was a “low likelihoo...
The Trump administration’s war against Iran should have no impact on arms sales to Taiwan, experts have said, after a US official suggested a pause in the delivery of a key weapons package was due to the Gulf conflict. Analysts told the Guardian that a $14bn arms package left in limbo after Donald Trump’s meeting with Xi Jinping could take up to six years to process, and there was a “low likelihood” of any true connection between events in Iran and weapons delivery to Taiwan. Uncertainty over Washington’s support for the island democracy re-emerged after Trump suggested he could use arms sales to Taiwan as a “negotiating chip” in future talks with Beijing. Comments by Washington’s acting navy secretary, Hung Cao, at a congressional hearing on Thursday provoked further alarm in Taipei after he suggested that the weapons package awaiting Trump’s sign off for months had been paused. “Right now we’re doing a pause in order to make sure we have the munitions we need for Epic Fury [the Iran war],” he said. “We’re just making sure we have everything, then the foreign military sales will continue when the administration deems necessary.” The US has reportedly drained its missile stockpiles since launching its increasingly intractable war against Iran on 28 February. Cao’s justification for the pause “makes no sense”, according to Rupert Hammond-Chambers, president of the US-Taiwan Business Council and a senior adviser at strategic consultancy group Bower Group Asia. There is a “very very low likelihood” that there is any true connection between events in Iran and weapons delivery to Taiwan, Hammond-Chambers said, adding that the weapons deals that Trump is considering at the moment “don’t get delivered for anywhere from three to six years”. “If he sends those congressional notifications by the end of June, you’re talking about another six to 12 months before the contract is signed, and then the clock starts on delivery. So we’re really into the 2030s [by the time Taiwan’s w...
TORONTO, May 26, 2026 (GLOBE NEWSWIRE) -- HALMONT PROPERTIES CORPORATION (TSX-V: HMT) (“Halmont” or the “Company”) announced today that net income to shareholders for the three months ended March 31, 2026, was $4.8 million as compared to net income of $4.9 million for the three months ended March 31, 2025. (CAD$ millions, except per share amount) Three months ended March 31, 2026 March 31, 2025 Re...
TORONTO, May 26, 2026 (GLOBE NEWSWIRE) -- HALMONT PROPERTIES CORPORATION (TSX-V: HMT) (“Halmont” or the “Company”) announced today that net income to shareholders for the three months ended March 31, 2026, was $4.8 million as compared to net income of $4.9 million for the three months ended March 31, 2025. (CAD$ millions, except per share amount) Three months ended March 31, 2026 March 31, 2025 Revenue $8.93 $8.54 Net income - total 4.81 4.96 Comprehensive income – for common shareholders 4.46 4.68 Net income per common share - basic 2.68 ¢ 2.78 ¢ During the quarter, the Company continued to strengthen its asset base through additional investments in institutional real estate, forest properties, and secured financing opportunities. On March 31, 2026, Halmont completed an additional $15 million investment in Macer Forest Holdings Inc., increasing its indirect equity ownership interest in Acadian Timber Corp. to approximately 19.3%. Income from forest property investments increased approximately 30% compared to the prior year period. As at March 31, 2026, the fully diluted book value of Halmont’s common shares increased to approximately $1.00 per share, compared to $0.93 per share at March 31, 2025. Halmont Properties Corporation invests directly in real assets including commercial, forest, and residential properties. This news release includes certain forward-looking statements including management’s assessment of the Company’s future plans and operations based on current views and expectations. All statements other than statements of historic facts are forward looking statements. These statements contain substantial known and unknown risks and uncertainties, some of which are beyond the Company’s control. The Company’s actual results, performance or achievement could differ materially from those expressed in, or implied by, these forward-looking statements. Readers should not place undue reliance on these forward-looking statements which represent estimates and assu...
Jian Fan/iStock via Getty Images Archer Aviation Inc. ( ACHR ) continues slumping back to multi-year lows while the general aviation, space, and defense sectors take off. The air taxi company is still struggling to outline flight testing despite all of the promising business moves to position Archer Aviation for a multi-billion-dollar opportunity in a few years. My investment thesis is ultra bulli...
Jian Fan/iStock via Getty Images Archer Aviation Inc. ( ACHR ) continues slumping back to multi-year lows while the general aviation, space, and defense sectors take off. The air taxi company is still struggling to outline flight testing despite all of the promising business moves to position Archer Aviation for a multi-billion-dollar opportunity in a few years. My investment thesis is ultra bullish on the stock trading around $6 after hitting nearly $15 last year. Source: Finviz Flight Tests Archer Aviation has been hampered by aircraft design issues causing manufacturing and testing delays. The company spent the last year redesigning the rotor system to 4 blades, and now questions exist on the stability of the latest design. On the recent Q1'26 earnings call , CEO Adam Goldstein made the following statement about flight tests: Coupled with that exciting progress, this was also our most expansive quarter for our flight test program with piloted VTOL and CTOL flights across our expanded midnight fleet on a nearly daily basis and often multiple times a day. The problem facing the investor base is that very limited documentation exists on the new version of the Midnight aircraft completing the crucial VTOL flight tests with transition. Archer Aviation has plenty of tests with the non-compliant aircraft completing CTOL tests, but investors quickly pointed out how the video posted by the company only included the N704AX aircraft completing VTOL flights and hovering with a transition to the N703AX aircraft for the actual clips of flying. Archer Aviation can't move forward without resolving the VTOL issues. The company continues to post cryptic messages on Twitter/X, while vertical takeoff tests with a successful transition would likely be blasted on social media with clear videos. Besides this lingering issue, the eVTOL manufacturer is full-speed ahead with building a dynamic air taxi and defense business. The company just announced further progress working with Anduril ...
Major U.S. markets closed mixed on Tuesday, with the Dow Jones Industrial Average falling 0.23% to 50,461.68, while the S&P 500 advanced 0.61% to 7,519.12 and the Nasdaq climbed 1.19% to 26,656.18. These are the top stocks that gained the attention of retail traders and investors through the day: Micron Technology Inc. (NASDAQ:MU) Micron Technology’s stock surged 19.29% to close at $895.88, after ...
Major U.S. markets closed mixed on Tuesday, with the Dow Jones Industrial Average falling 0.23% to 50,461.68, while the S&P 500 advanced 0.61% to 7,519.12 and the Nasdaq climbed 1.19% to 26,656.18. These are the top stocks that gained the attention of retail traders and investors through the day: Micron Technology Inc. (NASDAQ:MU) Micron Technology’s stock surged 19.29% to close at $895.88, after reaching an intraday high of $916.80 and a low of $820.30. The stock’s 52-week range is $92.22 to $916.80. The stock rose 2.08% to $914.53 in after-hours trading. UBS also sharply increased its earnings forecasts for Micron, projecting earnings per share of $155 in 2027, $167 in 2028 and $117 in 2029. The firm said the AI-driven demand environment, particularly for high-bandwidth memory chips, represents a structural shift for the memory market rather than a traditional semiconductor cycle. Zscaler’s stock rose 1.22% to close at $184.60, with an intraday high of $191.25 and a low of $181.88. The 52-week range stands at $114.63 to $336.99. The stock crashed 20.78% to $146.24 in the after-hours trading. The company posted third-quarter revenue of $850.48 million, surpassing estimates. Adjusted earnings per share were $1.08, also beating expectations. Revenue and annual recurring revenue both increased by 25% year-over-year. Zscaler ended the quarter with $982.11 million in cash and equivalents. Zscaler projected fourth-quarter revenue of $875 million to $878 million, roughly in line with analyst expectations, while forecasting adjusted earnings of $1.08 to $1.09 per share, above consensus estimates. The company's softer-than-expected revenue outlook appeared to pressure shares in after-hours trading. Redwire’s stock jumped 26.01% to close at $22.04, after hitting a high of $23.10 and a low of $19.20. The stock’s 52-week high and low are $23.10 and $4.87, respectively. In the after-hours trading, the stock gained 10.5% to $24.36. Investor sentiment towards space and defense st...