Millions of AI agents and tools around the world have been imperiled by a critical vulnerability that can allow hackers to breach the servers running them and make off with sensitive data and credentials to third-party accounts, a security researcher is warning. The vulnerability is present in Starlette, an open source framework that its developer says receives 325 million downloads per week. Thou...
Millions of AI agents and tools around the world have been imperiled by a critical vulnerability that can allow hackers to breach the servers running them and make off with sensitive data and credentials to third-party accounts, a security researcher is warning. The vulnerability is present in Starlette, an open source framework that its developer says receives 325 million downloads per week. Thousands of other open source projects are also vulnerable because they require Starlette to work. The framework is an implementation of the ASGI (asynchronous server gateway interface), which allows large numbers of requests to be efficiently processed simultaneously. Starlette is the base of FastAPI and other widely used frameworks for building services in Python apps, as well as many others. Trivial to exploit, millions of servers exposed ASGI, and by extension Starlette, have access to servers running the MCP (model context protocol), which allows AI agents from major providers to access external sources, including user data bases, email and calendar accounts, and all manner of other resources. To connect with these external systems, MCP servers store credentials for each one, making them especially valuable storehouses for attackers to breach. Read full article Comments
Key Points Some people aren't trusting this market rally, which continues to move higher. Every portfolio should have some defensive plays in it in case of a market downturn. Dividend Kings have weathered economic storms in the past and still increased their payouts. 10 stocks we like better than PepsiCo › With stubborn inflation, uncertainty around what will happen next with interest rates, and h...
Key Points Some people aren't trusting this market rally, which continues to move higher. Every portfolio should have some defensive plays in it in case of a market downturn. Dividend Kings have weathered economic storms in the past and still increased their payouts. 10 stocks we like better than PepsiCo › With stubborn inflation, uncertainty around what will happen next with interest rates, and higher gas prices, some investors aren't buying into the recent stock market rally. That's understandable as no one wants to get caught flatfooted if momentum stalls and portfolios are left without any defensive positions. To be clear, a defensive position doesn't mean market crash-proof, as all companies feel ripples from downturns in some shape or form. But there are companies that have proven they can bend but not break during severe market pullbacks and crashes. 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 » Companies that fit that criteria are Dividend Kings, meaning they have increased their dividend payouts for 50 or more consecutive years, which is a sign of a strong business. No matter what's been happening in the economy and the broader world, those companies have always managed to keep boosting their dividend payouts. Three companies that have hit that elite status are PepsiCo (NASDAQ: PEP), Black Hills (NYSE: BKH), and Colgate-Palmolive (NYSE: CL). 1. Drinks and snacks help hike dividend payouts PepsiCo's rival, Coca-Cola, is also a Dividend King, with 63 years of consecutive dividend increases, and it leads Pepsi, which has increased its dividend payouts for 54 years. Coca-Cola is another quality dividend-paying stock, but I've included Pepsi on this list because it has its rival beat in terms of dividend payout, as many people will want to generate more income during a market downturn. Coca-...
hapabapa/iStock Editorial via Getty Images Introduction Back when I last covered Tencent Holdings Limited ( TCEHY ) ( TCTZF ), I reiterated their Buy rating, as the strong Q4 results and overall attractive valuation supported a solid long-term return. Following yet another solid quarter with ~20% growth in FCF amid an aggressive Cloud and AI expansion, I believe Tencent remains a Buy, backed by a ...
hapabapa/iStock Editorial via Getty Images Introduction Back when I last covered Tencent Holdings Limited ( TCEHY ) ( TCTZF ), I reiterated their Buy rating, as the strong Q4 results and overall attractive valuation supported a solid long-term return. Following yet another solid quarter with ~20% growth in FCF amid an aggressive Cloud and AI expansion, I believe Tencent remains a Buy, backed by a strong and healthy business that can continue using their dominant leadership position in China to expand in several high-growth areas. Yet Another Strong Quarter Tencent Holdings Limited IR Tencent reported a strong Q1 overall, with a 9.1% increase in revenue and very solid 20% increases in revenue from Business Services (backed by increased demand and an improving pricing environment for cloud services) and Marketing Services, with the FCF up by a very strong 20% YoY despite a 16% increase in CAPEX, all while the net cash position jumped 63%, with all segments of the business continuing their solid compounding while they keep focusing on expanding in AI and Cloud. The latter can also be helped by the recent clearance received from the US that allows Tencent, among others, to buy Nvidia’s ( NVDA ) second-most powerful AI chip (H200), with the company’s Co-Founder talking about their AI investments during the Q1 Earnings Call : we are seeing increased demand, both from internal products as well as from external users of our model for our AI-related services. And we had previously guided that we'll be increasing CapEx this year versus last year, and we're now more affirmative, more confident in that guidance. And we and you should expect a substantial increase in CapEx, especially in the second half of this year as more China designed ASICs become available to us month by month through the year. Tencent Holdings Limited IR Tencent Holdings Limited IR Financially, based on Tencent’s latest report, we continue to see a strong position overall, with the current assets still cov...
Sundry Photography/iStock Editorial via Getty Images In my view, the first phase of the stock market rally is behind us, which has sharply rewarded all the companies that directly contributed to the buildout of data centers, especially semiconductor stocks that are providing constrained components like memory. But with these stocks trading at sharply richer multiples now, I believe the next phase ...
Sundry Photography/iStock Editorial via Getty Images In my view, the first phase of the stock market rally is behind us, which has sharply rewarded all the companies that directly contributed to the buildout of data centers, especially semiconductor stocks that are providing constrained components like memory. But with these stocks trading at sharply richer multiples now, I believe the next phase in the stock market will reward companies that are delivering outsized earnings growth thanks to AI, mostly from reengineering their business operations to operate with lower costs. Cloudflare ( NET ) is one of these stocks. The sprawling cybersecurity company just announced a layoff covering ~20% of its staff, moving toward building an agentic AI-first platform. At the same time, the business has never looked better, with net retention rates jumping sharply y/y amid fierce growth at scale. Up ~10% since the start of the year (an outlier among cybersecurity stocks that are mostly down since Claude Code's security capabilities were unveiled), I believe there is plenty of steam left on Cloudflare's rally. Data by YCharts I last wrote a "Buy" article on Cloudflare in March, when the stock was trading at $220 per share. Since then, Cloudflare has largely traded flat, while the rest of the stock market has rebounded sharply. In my view, this represents a terrific opportunity for investors to pick up this stock as it works through its staffing model in preparation to deliver much richer operating margins. I reiterate my "Buy" rating here. Let's first discuss the importance of Cloudflare's most recent layoffs. In the company's most recent Q1 earnings release, the company noted it planned to reduce its workforce by 1,100 people, which represents 20% of the company's global headcount. The company is expecting to incur $140-$150 million of restructuring charges for the reduction in Q2, with the changes in place by the end of Q3 (and hopefully fully benefiting FY27's bottom line). Clo...
pcess609/iStock via Getty Images Market Overview Global equities fell in the first quarter of 2026, as US-Israeli military actions against Iran triggered a global energy shock, driving oil prices sharply higher and shifting the focus back to inflation and macroeconomic risks. This shock unfolded alongside a more protectionist global-trade backdrop, highlighted by the US implementation of a 10% glo...
pcess609/iStock via Getty Images Market Overview Global equities fell in the first quarter of 2026, as US-Israeli military actions against Iran triggered a global energy shock, driving oil prices sharply higher and shifting the focus back to inflation and macroeconomic risks. This shock unfolded alongside a more protectionist global-trade backdrop, highlighted by the US implementation of a 10% global tariff following the US Supreme Court's rejection of earlier tariff measures—further complicating the global trade outlook. At the same time, divergence in monetary policy across major economies reinforced an increasingly fragmented macroeconomic environment, with the central banks of inflation- and energy-sensitive countries maintaining tighter policy stances while others moved more cautiously toward easing. Although corporate fundamentals remained broadly resilient, equity markets sold off as valuation multiples compressed under the weight of higher risk premia. These crosscurrents increasingly fed into broader macro dynamics, including renewed inflation sensitivity and reduced scope for monetary easing. As a result, the global economy faces a more challenging path forward, marked by potentially tighter financial conditions and heightened downside risks. Performance Summary The Hartford Climate Opportunities Fund (I Share) outperformed the MSCI All Country World Index during the quarter. Sector allocation, a result of the portfolio's bottom-up stock-selection process, was the primary driver of relative outperformance. Allocation effect was driven by the overweight to industrials and utilities and underweight to financials but was partially offset by the lack of exposure to energy. Stock selection also contributed to returns. Strong selection was experienced within industrials and information technology. On a regional basis, security selection within North America and Europe contributed most, while selection in Japan detracted. The top relative contributor over the per...
Shares of AutoZone ( AZO ) moved sharply lower Tuesday afternoon, with the stock falling more than 10% as investors reacted to mounting concerns surrounding profitability and technical weakness. The decline has pushed shares into contact with a key moving average on the weekly chart, a level the company last tested during the market turmoil of March 2020. The selloff comes after AutoZone released ...
Shares of AutoZone ( AZO ) moved sharply lower Tuesday afternoon, with the stock falling more than 10% as investors reacted to mounting concerns surrounding profitability and technical weakness. The decline has pushed shares into contact with a key moving average on the weekly chart, a level the company last tested during the market turmoil of March 2020. The selloff comes after AutoZone released its latest quarterly earnings report, where the company pointed to ongoing margin pressure despite continued strength in overall sales. Demand from both do-it-yourself consumers and professional repair customers remained solid, but investors appeared focused on rising costs and the impact they may have on future profitability. Technically, the stock has also entered oversold territory, signaling the intensity of the recent decline. AutoZone’s relative strength index, a commonly watched momentum indicator, has dropped to 28.18, below the threshold that many traders associate with oversold conditions. Shares are now down 30.3% from their all-time high of $4,388.11 reached on September 11, 2025. The stock has also retreated significantly from its 2026 high of $3,888.15, leaving shares lower by 21.4% year to date from that peak as bearish momentum continues pressuring the retailer. More on markets Oppenheimer unveils the best SMID buy and sell ideas across every major sector U.S.-Iran peace deal odds climb above 50% by July according to prediction markets Rising Treasury yields raise the risk of S&P 500 pullback, RBC Capital Markets says The US-Iran War: Deal Unlikely, Brace For Inflationary Shock Kevin Warsh Is Walking Into A Bond Market Trap
Key Points Roblox continues to deliver high double-digit revenue growth powered by a massive global user base of over 111 million daily active users. GameStop has pivoted toward consistent profitability through strict cost controls and a exceptionally liquid balance sheet. Which gaming-related investment is the better fit for your portfolio in 2026? 10 stocks we like better than Roblox › Roblox (N...
Key Points Roblox continues to deliver high double-digit revenue growth powered by a massive global user base of over 111 million daily active users. GameStop has pivoted toward consistent profitability through strict cost controls and a exceptionally liquid balance sheet. Which gaming-related investment is the better fit for your portfolio in 2026? 10 stocks we like better than Roblox › Roblox (NYSE:RBLX) and GameStop (NYSE:GME) offer two distinct paths for investors looking to gain exposure to the gaming market in 2026. One is a high-growth digital platform, while the other is a legacy retailer focusing on profitability. Roblox operates a massive virtual sandbox where users build their own games, attracting high engagement across a global community. GameStop remains a leading physical retailer of consoles and collectibles but faces a shifting landscape of digital downloads. This comparison explores which stock better suits your investment strategy today. The case for Roblox Roblox generates revenue primarily by selling Robux, a virtual currency used by players to enhance their experience on its creation platform. The company is highly dependent on third-party application stores to reach its users. For instance, roughly 29% of its revenue comes from the Apple App Store and nearly 15% from the Google Play Store. Customer concentration like this adds a layer of risk to the business. Revenue within the tech stocks landscape reached nearly $4.9 billion in its 2025 fiscal year, which reflects growth of approximately 35.8% over the previous year. Despite this top-line expansion, the company reported a net loss of close to $1.1 billion. Its net margin, which is the percentage of revenue remaining after all expenses are paid, was roughly -21.8%. As of its December 2025 balance sheet, the debt-to-equity ratio is roughly 4.1x, meaning total debt is over four times shareholder equity. Its current ratio is approximately 1.0x, indicating short-term assets just cover immediate l...
Key Points Trump is looking to lower prescription drug prices in ways that could harm the profits of drugmakers in the U.S. Even if that happens, diversified healthcare players, like Johnson & Johnson and Roche, should perform just fine. 10 stocks we like better than Johnson & Johnson › President Trump has made it a priority to address the U.S.'s high drug prices. His administration's Most-Favored...
Key Points Trump is looking to lower prescription drug prices in ways that could harm the profits of drugmakers in the U.S. Even if that happens, diversified healthcare players, like Johnson & Johnson and Roche, should perform just fine. 10 stocks we like better than Johnson & Johnson › President Trump has made it a priority to address the U.S.'s high drug prices. His administration's Most-Favored-Nation (MFN) policy, centered on the idea that Americans shouldn't have to pay more for medicines than other developed nations, seeks to limit the prices the government pays for certain drugs by capping reimbursements close to prevailing prices in other countries. The policy primarily addresses prices paid by government programs like Medicare, but even so, it could have a domino effect on the entire industry, affecting drugmakers' sales volumes and profits in the U.S., the world's largest pharmaceutical market. Should investors sell pharma stocks? My view is that some companies in the industry can perform well despite this challenge. Two of them are Johnson & Johnson (NYSE: JNJ) and Roche (OTC:RHHB.Y). Here is why these two stocks are still worth investors' hard-earned cash. 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 » 1. Johnson & Johnson Johnson & Johnson may seem like an odd choice. Among pharmaceutical giants, it has been one of the most exposed to decreased drug prices resulting from the previous administration's Inflation Reduction Act (IRA). This law granted Medicare the power to negotiate the prices of some of the drugs it spends the most on. President Trump's MFN policies could pile on the challenges for Johnson & Johnson. However, the drugmaker has performed well despite IRA-related drug price negotiations. The company is expecting $100.8 billion in revenue this year (at the midpoint), a 7% ...
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Okta Inc (Symbol: OKTA), where a total of 28,353 contracts have traded so far, representing approximately 2.8 million underlying shares. That amounts to about 103% of OKTA's average daily trading volume over the past month of 2.8 million shares. Especially high volume was seen for the $100 ...
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Okta Inc (Symbol: OKTA), where a total of 28,353 contracts have traded so far, representing approximately 2.8 million underlying shares. That amounts to about 103% of OKTA's average daily trading volume over the past month of 2.8 million shares. Especially high volume was seen for the $100 strike call option expiring May 29, 2026 , with 5,435 contracts trading so far today, representing approximately 543,500 underlying shares of OKTA. Below is a chart showing OKTA's trailing twelve month trading history, with the $100 strike highlighted in orange: Advanced Micro Devices Inc (Symbol: AMD) saw options trading volume of 433,715 contracts, representing approximately 43.4 million underlying shares or approximately 102.3% of AMD's average daily trading volume over the past month, of 42.4 million shares. Particularly high volume was seen for the $500 strike call option expiring May 29, 2026, with 23,852 contracts trading so far today, representing approximately 2.4 million underlying shares of AMD. Below is a chart showing AMD's trailing twelve month trading history, with the $500 strike highlighted in orange: And Marvell Technology Inc (Symbol: MRVL) saw options trading volume of 229,436 contracts, representing approximately 22.9 million underlying shares or approximately 97.6% of MRVL's average daily trading volume over the past month, of 23.5 million shares. Especially high volume was seen for the $250 strike call option expiring May 29, 2026, with 6,591 contracts trading so far today, representing approximately 659,100 underlying shares of MRVL. Below is a chart showing MRVL's trailing twelve month trading history, with the $250 strike highlighted in orange: For the various different available expirations for OKTA options, AMD options, or MRVL options, visit StockOptionsChannel.com. Today's Most Active Call & Put Options of the S&P 500 » Further OKTA Research: T...
00:00 Speaker A Micron having its best day since, uh, best day since 2011. I mean, that's a decade and a half. I put together a couple of charts. Uh, my, it's in fact my chart of the day here. Micron racing to the $1 trillion dollar club. It is now the 11th largest US public company. So let's put that on the screen there. You can see Nvidia all the way at the left. That's a 5.2 trillion dollars. M...
00:00 Speaker A Micron having its best day since, uh, best day since 2011. I mean, that's a decade and a half. I put together a couple of charts. Uh, my, it's in fact my chart of the day here. Micron racing to the $1 trillion dollar club. It is now the 11th largest US public company. So let's put that on the screen there. You can see Nvidia all the way at the left. That's a 5.2 trillion dollars. Micron just barely a trillion here. Looks like it's going to be able to close that with that, uh, valuation unless something drastic happens in the final minutes here. It's basically tied with Eli Lilly and Berkshire Hathaway though. So it could easily catapult and be, I don't know, number eight in a pretty short order if these gains keep going up. Now, I have another chart and let's get to that one because this shows you the returns. This is percentage, uh, returns of the stock since March 30th. That was that general market low. Also happened to be the low in Micron. And guess what? All the way at the right, that's Micron. It's up almost 180%. Dwarfs anything else that you're seeing among these uh, other mega caps. In fact, it has added $650 billion in market cap, which is basically what Amazon has added already from a much larger, larger base. So, really impressive stuff here. We're seeing this uh, this semi rally turn into a chip rally and it's just catching on fire today.
In this article @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT Dado Ruvic | Reuters Piper Sandler isn't buying the talk that an Iran deal is nearing, telling clients that the Strait of Hormuz will largely stay closed and oil will hit new highs. "We think the Strait of Hormuz remains largely closed for months yet, meaning shortages become more urgent and oil hits new highs this Summer," acco...
In this article @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT Dado Ruvic | Reuters Piper Sandler isn't buying the talk that an Iran deal is nearing, telling clients that the Strait of Hormuz will largely stay closed and oil will hit new highs. "We think the Strait of Hormuz remains largely closed for months yet, meaning shortages become more urgent and oil hits new highs this Summer," according to a recent note from the investment bank's energy and macro teams. West Texas Intermediate Futures are down since Friday but bounced back some on Tuesday with mixed messaging on a possible Iran deal over the long weekend. The U.S. military said it conducted " self-defense strikes " in southern Iran, which included targeting Iranian missile launch sites and vessels placing mines around the Strait of Hormuz. The news came after President Donald Trump said Saturday that an agreement with Iran has been " largely negotiated ", with details to be announced shortly. Meanwhile, Iran's foreign ministry has said navigation through the vital shipping channel "will have costs ." Piper Sandler said it has very little confidence that the commercial traffic through the Strait would return to even 50% of its pre-crisis levels, either next week or next month. The U.S. has been "unwilling to press the fight" because the scale of Iran's retaliation could have broader implications for its neighbors and may further disrupt global supply chains, the note said. The bank also argued that Iran's leaders are unwilling to settle for any compromise because they believe they have leverage, reinforcing concerns that the Strait closure could extend for months. Stock Chart Icon Stock chart icon WTI crude, YTD Various economies in the Middle East, Asia and Europe rely heavily on shipment through the Strait, which is particularly important for oil and LNG exports from the Middle East to Asia. The narrow passage that once carried about one-fifth of the world's seaborne oil has seen historic dips, with...
Watch Video of the Panel Below, or Click HERE: CorpGov hosted the second Princeton CorpGov Forum on May 21, 2026, at The Nassau Inn in Princeton, New Jersey. Speakers featured industry leaders and alumni spanning five decades at Princeton, and topics comprised university endowments, shareholder activism, private equity, venture capital, private and public capital markets, entertainment and the fin...
Watch Video of the Panel Below, or Click HERE: CorpGov hosted the second Princeton CorpGov Forum on May 21, 2026, at The Nassau Inn in Princeton, New Jersey. Speakers featured industry leaders and alumni spanning five decades at Princeton, and topics comprised university endowments, shareholder activism, private equity, venture capital, private and public capital markets, entertainment and the finance of college sports. Former Princeton basketball captain Judson Wallace said his NIL value today could’ve been $1–3M, comparing himself to recent Ivy League players transferring for multimillion-dollar deals. Speakers argued NIL has turned Ivy League and mid-major programs into “feeder systems” for Power Four schools, making it hard to retain top athletes. They believe private equity involvement in college sports is overstated because universities already have cheaper financing options through banks and TV revenue deals. The panel discussed how NIL, media, gambling, and data analytics are reshaping college sports, with schools increasingly using analytics and collectives to recruit and pay players.
JPMorgan sees a buying opportunity in one unloved corner of the stock market — and investors are paid to wait for that upside. Low volatility stocks in the United States and Europe have done very poorly over the past few months, moving in the opposite direction of rising bond yields, said Mislav Matejka, the bank's head of global and European equity strategy. The companies are those with the lowes...
JPMorgan sees a buying opportunity in one unloved corner of the stock market — and investors are paid to wait for that upside. Low volatility stocks in the United States and Europe have done very poorly over the past few months, moving in the opposite direction of rising bond yields, said Mislav Matejka, the bank's head of global and European equity strategy. The companies are those with the lowest variation in price moves and are typically in sectors such as consumer staples, healthcare, utilities and insurance, as well as industrials, Matejka said in a note Tuesday. They also generally pay solid dividends. So far this year, co-called "low vol" stocks have had an inverse correlation with bond yields, with the subset of U.S. equities falling by 6% since the start of the Middle East conflict while bond yields have risen 55 basis points, he noted. One basis point equals 0.01%, and yields and prices move in opposite directions. On Tuesday, Treasury yields fell amid hopes for an Iran peace deal. "If bond yields continue to stabilize from here, low vol stocks could catch a bid, similar to earlier this year when the group was rallying as bond yields fell," Matejka wrote. On the other hand, if bond yields were to spike, with the 10-year Treasury moving toward 5%, low volatility stocks could also break their inverse correlation with bond yields and start to trade relatively better, he noted. The strategist expects lower yields in the medium term. "The … low Vol trade is worth considering now given the attractive entry point on the back of past weakness, and given that it is likely to work in a range of macro scenarios from here," Matejka said. "Put another way, the trade is not conditional on the overall market moving lower. Ahead of the Iran conflict, low Vol outperformed during a strongly rising broader equity market." JPMorgan's low volatility index includes several stocks the firm rates overweight. Here are several: Coca-Cola pays a 2.6% dividend yield and remains in th...
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Avis Budget Group Inc (Symbol: CAR), where a total of 20,623 contracts have traded so far, representing approximately 2.1 million underlying shares. That amounts to about 112.1% of CAR's average daily trading volume over the past month of 1.8 million shares. Particularly high volume was see...
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Avis Budget Group Inc (Symbol: CAR), where a total of 20,623 contracts have traded so far, representing approximately 2.1 million underlying shares. That amounts to about 112.1% of CAR's average daily trading volume over the past month of 1.8 million shares. Particularly high volume was seen for the $200 strike call option expiring May 29, 2026 , with 1,867 contracts trading so far today, representing approximately 186,700 underlying shares of CAR. Below is a chart showing CAR's trailing twelve month trading history, with the $200 strike highlighted in orange: GameStop Corp (Symbol: GME) saw options trading volume of 110,203 contracts, representing approximately 11.0 million underlying shares or approximately 110.4% of GME's average daily trading volume over the past month, of 10.0 million shares. Particularly high volume was seen for the $30 strike call option expiring September 17, 2027, with 15,011 contracts trading so far today, representing approximately 1.5 million underlying shares of GME. Below is a chart showing GME's trailing twelve month trading history, with the $30 strike highlighted in orange: And Newmont Corp (Symbol: NEM) saw options trading volume of 74,166 contracts, representing approximately 7.4 million underlying shares or approximately 106.9% of NEM's average daily trading volume over the past month, of 6.9 million shares. Especially high volume was seen for the $50 strike call option expiring June 18, 2026, with 27,003 contracts trading so far today, representing approximately 2.7 million underlying shares of NEM. Below is a chart showing NEM's trailing twelve month trading history, with the $50 strike highlighted in orange: For the various different available expirations for CAR options, GME options, or NEM options, visit StockOptionsChannel.com. Today's Most Active Call & Put Options of the S&P 500 » Further CAR Research: The views an...