This article first appeared on GuruFocus. SpaceX appears set to test one of Wall Street's biggest investor questions: whether Elon Musk's loyal shareholder base could once again look past heavy losses, governance risks and related-party transactions in pursuit of a much larger growth story. The IPO filing leans directly into Musk's long-running vision of making humanity multiplanetary, framing spa...
This article first appeared on GuruFocus. SpaceX appears set to test one of Wall Street's biggest investor questions: whether Elon Musk's loyal shareholder base could once again look past heavy losses, governance risks and related-party transactions in pursuit of a much larger growth story. The IPO filing leans directly into Musk's long-running vision of making humanity multiplanetary, framing space as possibly the largest economic opportunity in human history, with a potential addressable market estimated at roughly $28.5 trillion. Financially, the picture is more complicated: SpaceX and affiliated businesses reportedly generated about $19 billion in revenue last year while posting losses approaching $5 billion. The governance trade-off is just as important for investors. The filing reportedly discloses more than $1 billion in transactions involving Musk-controlled companies, including SpaceX's purchase of $131 million worth of Tesla (NASDAQ:TSLA) Cybertrucks. Through supervoting shares, Musk is expected to retain roughly 85% of SpaceX's voting power, giving him far greater authority than he currently has at Tesla and making SpaceX a controlled company under Nasdaq rules. The filing warns that shareholders will not have the same protections available at companies subject to standard governance requirements. Still, the deal could become another test of the Musk premium. SpaceX reportedly plans to allocate roughly 30% of shares to retail investors, a strategy that could tap the same grassroots shareholder culture that helped define Tesla's public-market story. For many investors, the appeal may be less about near-term profitability and more about whether Musk can once again turn a capital-intensive, futuristic business into a company capable of creating major long-term wealth.
This article first appeared on GuruFocus. Huawei's chip ambitions could be entering a more important phase for investors. The company said it has developed a new path that could shorten the gap with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), potentially giving China a way to make advanced semiconductors without the most cutting-edge equipment. Huawei's semiconductor chief He Tingbo said on...
This article first appeared on GuruFocus. Huawei's chip ambitions could be entering a more important phase for investors. The company said it has developed a new path that could shorten the gap with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), potentially giving China a way to make advanced semiconductors without the most cutting-edge equipment. Huawei's semiconductor chief He Tingbo said on Monday that Huawei plans to start making 1.4-nanometer chips by 2031 using its own LogicFolding technology. That compares with TSMC's previously stated plan to begin mass production of 1.4nm chips in 2028, leaving Huawei and its manufacturing partner Semiconductor Manufacturing International Corp. roughly five years behind the industry leader today. The bigger issue is whether Huawei can turn that roadmap into large-scale production. If it can produce 1.4nm chips in meaningful quantities, it could possibly challenge the industry view that ASML Holding NV's extreme ultraviolet lithography machines are needed to mass-produce chips at 5nm or more advanced. That matters because smaller transistors allow more of them to fit on a chip, making the chip more powerful. These advanced semiconductors are also central to the most sophisticated AI technologies, which is why the equipment gap has become such a major pressure point in the global chip race. For investors, Huawei's roadmap adds another layer to China's semiconductor self-sufficiency push. The Shenzhen-based company has become one of Beijing's key players after years of US-led export restrictions on advanced chips and chipmaking equipment somewhat curbed China's AI progress. Huawei also announced in September a three-year roadmap for AI chips aimed at filling the vacuum left by Nvidia (NASDAQ:NVDA), whose most advanced semiconductors are banned for China. The core question now is not just whether Huawei can design a workaround, but whether it can scale one.
Jonathan Kitchen The recent wave of excitement around AI agents like Anthropic’s ( ANTHRO ) Claude Code and OpenAI’s ( OPENAI ) Codex has yet to produce a clear uptick in overall workplace AI adoption, according to JPMorgan economist Michael Feroli. While agent-related engagement appears to have climbed sharply, broader surveys of households and businesses continue to show only gradual, steady upt...
Jonathan Kitchen The recent wave of excitement around AI agents like Anthropic’s ( ANTHRO ) Claude Code and OpenAI’s ( OPENAI ) Codex has yet to produce a clear uptick in overall workplace AI adoption, according to JPMorgan economist Michael Feroli. While agent-related engagement appears to have climbed sharply, broader surveys of households and businesses continue to show only gradual, steady uptake rather than a dramatic usage surge. JPMorgan interprets this as evidence that users are migrating toward more powerful, compute-intensive models—and that AI adoption is becoming increasingly unequal across workers and firms rather than spreading universally. Feroli pointed out that just 12.6% of respondents in the Real-Time Population Survey reported daily AI use last week, up only 2 percentage points from a year ago. Self-reported cumulative productivity gains edged up to 2.2% from 1.6%, suggesting a modest 50-60 basis point boost to labor productivity over the past year. Neil Sethi More on Global X Artificial Intelligence & Technology ETF, Amplify AI Powered Equity ETF Markets Are Not Ready For What Happens Next The AI Arms Race: Running On Fumes And Borrowed Money Magnificent Earnings May Not Last AI hyperscalers hold less net debt than broader S&P 500 SEC delays plan providing crypto firms exemptions to trade tokenized versions of stocks
Alistair Berg/DigitalVision via Getty Images nThe Vanguard International High Dividend Yield ETF ( VYMI ) is exactly what it says on the tin: an international high dividend yield index ETF. VYMI's diversified international equity exposure, cheap valuation, above-average 3.4% yield, and strong momentum, make the fund a buy. In my opinion, the fund should be of particular interest to long-term incom...
Alistair Berg/DigitalVision via Getty Images nThe Vanguard International High Dividend Yield ETF ( VYMI ) is exactly what it says on the tin: an international high dividend yield index ETF. VYMI's diversified international equity exposure, cheap valuation, above-average 3.4% yield, and strong momentum, make the fund a buy. In my opinion, the fund should be of particular interest to long-term income investors, as well as those looking for international equity exposure. VYMI - Overview and Investment Thesis VYMI's investment thesis is simple, and rests on the fund's: Diversified international equity portfolio , with exposure to dozens of countries and sectors Cheap valuation , with the fund trading with a 40% discount to the S&P 500 on an earnings basis Above-average 3.4% dividend yield , with a strong, consistent dividend growth track-record as well Let's have a closer look at each of these points. Diversified International Equity Portfolio VYMI tracks the FTSE All-World ex US High Dividend Yield Index , a broad-based index of international higher-yield equities. Said index includes the highest-yielding international equities in the market, starting from the top, and stopping when their cumulative market capitalization reaches 50% of the total market cap of applicable stocks. As is the case for most indexes, applicable stocks must also meet a basic set of inclusion criteria. VYMI's underlying index is quite broad, which results in an incredibly well-diversified ETF, with invests in almost 1,600 different securities, and with exposure to dozens of countries and most sectors. Looking at country exposures, the fund focuses on developed markets, including Japan, the UK, and Canada. China and Taiwan account for around 10% of its portfolio, of particular importance considering the possibility of a Chinese invasion of Taiwan. VYMI VYMI provides exposure to most relevant sectors, with a massive overweight financials position, due to the great number of publicly traded banks ...
peterschreiber.media/iStock via Getty Images ASP Isotopes ( ASPI ) up 12.3% pre-market Tuesday after saying it successfully restarted the first 18 stages, comprising segments 1 and 2, of its Silicon-28 enrichment facility in Pretoria, South Africa, and that it expects to make initial commercial shipments of enriched Silicon-28 in Q3. The company said the first 18 stages of the facility have operat...
peterschreiber.media/iStock via Getty Images ASP Isotopes ( ASPI ) up 12.3% pre-market Tuesday after saying it successfully restarted the first 18 stages, comprising segments 1 and 2, of its Silicon-28 enrichment facility in Pretoria, South Africa, and that it expects to make initial commercial shipments of enriched Silicon-28 in Q3. The company said the first 18 stages of the facility have operated for more than three weeks at target enrichment levels following nine months of engineering modifications to non-core components including valves, compressors, and piping. ASP Isotopes ( ASPI ) said it shipped its first samples of enriched Silicon-28 to a U.S. customer in August 2025, with independent analysis confirming enrichment levels tracked in line with theoretical calculations; following customer site visits in H2 2025, the company said it began implementing modifications to the facility. The company previously said it signed three commercial contracts for enriched Silicon-28 with U.S. -based customers requiring it for quantum computing and next-generation semiconductors. More on ASP Isotopes ASP Isotopes Discusses Transition to Commercial Production, Market Expansion, and Critical Materials Platform - Slideshow ASP Isotopes Discusses Transition to Commercial Production, Market Expansion, and Critical Materials Platform Transcript ASP Isotopes: Needs More Proof
jenifoto/iStock via Getty Images Thesis The Western Asset Investment Grade Income Fund ( PAI ) is a fixed-income closed-end fund we last covered in the beginning of 2025 with a 'Hold' rating. The CEF is virtually unchanged since, with a total return of only +0.19%, highlighting the expression 'dead money' in finance: Dead money is a financial slang term for idle funds or stagnant investments that ...
jenifoto/iStock via Getty Images Thesis The Western Asset Investment Grade Income Fund ( PAI ) is a fixed-income closed-end fund we last covered in the beginning of 2025 with a 'Hold' rating. The CEF is virtually unchanged since, with a total return of only +0.19%, highlighting the expression 'dead money' in finance: Dead money is a financial slang term for idle funds or stagnant investments that generate little to no growth, yield, or return . It describes capital that is trapped in underperforming assets, sitting in low-interest accounts, or failing to meet its potential, which ultimately limits your overall wealth accumulation. There are two components to investing: the overall macro and the actual investment. The actual investment is a brick, while the overall macro is the terrain and location of the house. Even if you choose a solid 'brick,' if you build your house in marsh terrain, you might have cracking, flooding, or foundation sinking. In today's article we are going to show readers why the current macro is not good for a fund like PAI, even though this 'brick' is a robust one. What does PAI do? Investment-grade bonds Let us start with the fund objective as per its website: Provides a portfolio of primarily investment grade debt, including government securities, bank debt, commercial paper, and cash/cash equivalents. Seeks a high level of current income, along with capital appreciation. Emphasizes team management and extensive credit research expertise to identify attractively priced securities. Once we start looking through its composition, we see the CEF staying true to its objective, containing a portfolio of investment-grade corporate bonds with intermediate duration profiles: Ratings (Fund Website) The majority of the holdings fall in the 'A' and 'BBB' rating bands, with little allocation outside those two. These are solid investment-grade ratings, but rating bands also offer yield. The fund has a rather particular way of segmenting its sectors, but he...
This article first appeared on GuruFocus. Palantir (PLTR, Financials) remains one of the markets most closely watched artificial intelligence stocks, but its rich valuation now depends on one thing above all: keeping customers spending more. The company has benefited from strong demand for its Artificial Intelligence Platform, known as AIP. That momentum has helped lift revenue growth, margins and...
This article first appeared on GuruFocus. Palantir (PLTR, Financials) remains one of the markets most closely watched artificial intelligence stocks, but its rich valuation now depends on one thing above all: keeping customers spending more. The company has benefited from strong demand for its Artificial Intelligence Platform, known as AIP. That momentum has helped lift revenue growth, margins and net dollar retention, a key metric showing whether existing customers are expanding their contracts. Palantirs model is built around landing a customer, proving its software in one difficult area and then expanding across more parts of that organization. When it works, customers become deeply tied to the platform, revenue rises and margins improve. That is why retention matters so much. If customers keep expanding at current levels, investors may continue to support the stocks premium valuation. But if growth inside existing accounts slows as early AIP adoption matures, the stock could face more pressure. Wall Street still sees meaningful upside, with many analysts pointing to Palantirs strong AI positioning, government demand and commercial growth. Still, the stock is priced for strong execution. The next test will be whether Palantir can keep turning AI interest into larger, long-term customer contracts.
Voyager Technologies ( VOYG ) on Tuesday announced that it was awarded a DARPA Burn n’ Go Phase 2 contract, valued at $16.5M, to advance the development of a new propellant-embedded control technology that gives solid rocket motors (SRMs) tailorable, post-manufacturing thrust control that enables improved performance and manufacturing efficiency. During the 20-month contract, Voyager will combine ...
Voyager Technologies ( VOYG ) on Tuesday announced that it was awarded a DARPA Burn n’ Go Phase 2 contract, valued at $16.5M, to advance the development of a new propellant-embedded control technology that gives solid rocket motors (SRMs) tailorable, post-manufacturing thrust control that enables improved performance and manufacturing efficiency. During the 20-month contract, Voyager will combine its expertise with complex system modeling and controls with the propellant and manufacturing specialized to develop and validate proof-of-concept systems, culminating in tailorable SRM hot-fire demonstrations, the company said. The company added that program also focuses on manufacturing scalability and post-manufacturing control architectures, including the integration of structural health monitoring systems to support real-time health monitoring and performance. These activities are intended to prepare the technology for rapid industrial transition across multiple weapon systems, enabling flexible weapons procurement and large-scale production and stockpiling. Source: press release More on Voyager Technologies, Inc. Voyager Technologies: NASA Mission Win Is Strategic, Not Financial Space stocks extend gains on optimism around SpaceX public debut Biggest stock movers Tuesday: Space stocks and more
This article first appeared on GuruFocus. Nvidia (NVDA, Financials) Chief Executive Jensen Huang is urging stronger compliance from partners after Taiwan authorities reportedly detained three Super Micro Computer executives over alleged document forgery tied to AI chip exports. The employees were accused of submitting false statements connected to AI servers that used Nvidia chips, according to th...
This article first appeared on GuruFocus. Nvidia (NVDA, Financials) Chief Executive Jensen Huang is urging stronger compliance from partners after Taiwan authorities reportedly detained three Super Micro Computer executives over alleged document forgery tied to AI chip exports. The employees were accused of submitting false statements connected to AI servers that used Nvidia chips, according to the report. The servers were allegedly intended for export to China and Hong Kong, raising concerns about possible violations of U.S. trade restrictions. Huang told reporters that Nvidia expects its partners to follow the rules and improve their compliance systems. His comments came after he arrived in Taipei ahead of Nvidia's upcoming GPU Technology Conference. The issue puts another spotlight on Nvidia's China challenge. The company has said China remains an important market, but U.S. restrictions continue to limit sales of advanced AI chips to the country on national security grounds. For investors, the matter is less about one partner and more about the broader risk around export controls. Nvidia remains a dominant force in AI computing, but its growth story depends partly on navigating government rules while keeping customers supplied. The next catalyst will be Nvidia's developer conference, where the company is expected to introduce its new Vera Rubin chip platform.
I stared into the abyss, and the abyss stared back – mouldily. This is what happens when you forget basic hygiene In my 20s, I cohabited with a man who thought you didn’t need to wash towels because you used them when you were clean. This was someone, I should add, who graduated from both Oxford and Cambridge and now has a very high-powered job. (Not that any of that means you have an ounce of com...
I stared into the abyss, and the abyss stared back – mouldily. This is what happens when you forget basic hygiene In my 20s, I cohabited with a man who thought you didn’t need to wash towels because you used them when you were clean. This was someone, I should add, who graduated from both Oxford and Cambridge and now has a very high-powered job. (Not that any of that means you have an ounce of common sense, of course.) Anyway, I obviously teased him mercilessly about this. What a nitwit, I thought. But now I have a terrible confession to make. I too am a nitwit. You see, about a year ago, I replaced my trusty clear plastic water bottle, which was super easy to clean, with one of the trendy brands made of stainless steel and silicone that everyone in my gym has. What with the gasket and the straw and the various bits you couldn’t stick in a dishwasher, it was a faff to wash. So I wasn’t very diligent about cleaning it. After all, it was just water inside, right? And water’s clean, right? I had put flavoured electrolytes in it a couple of times, but I didn’t think much about the fact that they are a tasty meal for bacteria. Continue reading...
(RTTNews) - Peloton Interactive, Inc. (PTON), a provider of fitness and wellness products and services, announced Tuesday the appointment of Siddharth Thacker as Chief Financial Officer, effective June 22. Thacker will oversee the company's global finance organization and corporate strategy. Thacker joins Peloton from Rent the Runway, Inc. (RENT), where he served as CFO for three years. Peloton sa...
(RTTNews) - Peloton Interactive, Inc. (PTON), a provider of fitness and wellness products and services, announced Tuesday the appointment of Siddharth Thacker as Chief Financial Officer, effective June 22. Thacker will oversee the company's global finance organization and corporate strategy. Thacker joins Peloton from Rent the Runway, Inc. (RENT), where he served as CFO for three years. Peloton said Thacker will support the company's plans to drive sustainable and profitable revenue growth. The company said that Thacker will report to Chief Executive Officer Peter Stern and will be based at the company's New York headquarters. Thacker will take over from interim Chief Financial Officer Saqib Baig, who will remain chief accounting officer. On February 5, the company announced on February 5 that Chief Financial Officer Liz Coddington would leave the company to pursue an opportunity outside the industry. Coddington remained with the company through March, after which Chief Accounting Officer Saqib Baig served as interim chief financial officer. In the pre-market trading, Peloton Interactive is 0.17% lesser at $5.70 on the Nasdaq. In the pre-market trading, Rent the Runway is 0.55% higher at $3.6800 on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Joby Aviation (NYSE:JOBY) is one of the most polarizing names in the eVTOL space, and the question on every shareholder’s mind right now is whether the stock can double from here. Based on our proprietary model, the answer is no, at least not over the next 12 months. The 24/7 Wall St. price target for ... Will Joby Aviation Stock Double This Year?
Joby Aviation (NYSE:JOBY) is one of the most polarizing names in the eVTOL space, and the question on every shareholder’s mind right now is whether the stock can double from here. Based on our proprietary model, the answer is no, at least not over the next 12 months. The 24/7 Wall St. price target for ... Will Joby Aviation Stock Double This Year?
ookawa/iStock via Getty Images This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. For example: You may have to pay more money to trade the ETF's shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less informati...
ookawa/iStock via Getty Images This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. For example: You may have to pay more money to trade the ETF's shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information. The price you pay to buy ETF shares on an exchange may not match the value of the ETF's portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because it provides less information to traders. These additional risks may be even greater in bad or uncertain market conditions. The ETF will publish on its website each day a "Tracking Basket" designed to help trading in shares of the ETF. While the Tracking Basket includes some of the ETF's holdings, it is not the ETF's actual portfolio. The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF's performance. If other traders are able to copy or predict the ETF's investment strategy, however, this may hurt the ETF's performance. For additional information regarding the unique attributes and risks of this ETF, see FUND RISKS in the Definitions and Important Information section. Investment Approach Fidelity® Blue Chip Growth ETF is a domestic equity growth strategy with a large-cap bias. Our investment approach focuses on companies we believe have above-average earnings-growth potential with a sustainable business model, for which the market has mispriced the rate and/or durability of growth. In particular, we look for events that might provide a business catalyst – such as product cycles, a change in management and turnaround situations – that could add to a stock's true valu...
Quantum computing is a promising sector for investors. The technology is so potent that a quantum computer can complete complex calculations in minutes that would take a supercomputer centuries. That kind of power has brought investor interest to stocks in the sector, such as IonQ (IONQ +7.95%), thanks to its rapidly rising revenue. The company reported jaw-dropping sales growth of 755% year over ...
Quantum computing is a promising sector for investors. The technology is so potent that a quantum computer can complete complex calculations in minutes that would take a supercomputer centuries. That kind of power has brought investor interest to stocks in the sector, such as IonQ (IONQ +7.95%), thanks to its rapidly rising revenue. The company reported jaw-dropping sales growth of 755% year over year to $64.7 million in the first quarter. Despite its success, IonQ is not among the quantum computing businesses the federal government recently awarded funding to. Instead, the U.S. Department of Commerce selected one of its rivals, a newly public company called Infleqtion (INFQ +10.61%). This hints at Infleqtion's potential as this year's dark horse stock. Here's a closer look at the company. Infleqtion's technological advantages Infleqtion's key differentiator from competitors is its neutral-atom technology. This technique employs lasers to capture and control atoms for use as the bits in its quantum computer to perform computations. These are referred to as qubits and are naturally occurring atoms, so the particles are all identical. Many rivals employ manufactured qubits, produced via electrical circuits, which must be corrected for defects. IonQ uses natural atoms, but manipulates them to generate ions. The ionization process makes its qubits stable to work with, but the tech is difficult to scale up. Every quantum technology has its pros and cons. Neutral-atom computers are slower than those using other methods. However, Infleqtion's approach has advanced to a point where it overcomes several shortfalls inherent in rival techniques. The company's use of neutral atoms means its quantum computers are scalable and don't need the costly equipment other techniques require to control qubits. Infleqtion's approach was validated when Alphabet-owned Google Quantum AI announced in March it was also pursuing neutral-atom technology for its quantum computers. The neutral-atom...
In this video, I will cover Nvidia's (NASDAQ: NVDA) earnings report, discuss the current market state, and explain why the most obvious buys will become even more obvious once the stock rises. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 21, 2026. The video was published on May. 21, 2026. Wil...
In this video, I will cover Nvidia's (NASDAQ: NVDA) earnings report, discuss the current market state, and explain why the most obvious buys will become even more obvious once the stock rises. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 21, 2026. The video was published on May. 21, 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 Nvidia right now? Before you buy stock in Nvidia, 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 Nvidia 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 $477,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,320,088!* Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 208% 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 26, 2026. Neil Rozenbaum has positions in Meta Platforms. The Motley Fool has positions in and recommends Meta Platforms and Nvidia. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. The...
Key Points IonQ is a prominent quantum computing company due to its strong year-over-year sales growth, which exceeded 700% in the first quarter. While IonQ has proven successful, it didn't secure the government funding rival Infleqtion did. Infleqtion's first-quarter revenue rose 14% year over year, and it has contracts with multiple government agencies. 10 stocks we like better than Infleqtion ›...
Key Points IonQ is a prominent quantum computing company due to its strong year-over-year sales growth, which exceeded 700% in the first quarter. While IonQ has proven successful, it didn't secure the government funding rival Infleqtion did. Infleqtion's first-quarter revenue rose 14% year over year, and it has contracts with multiple government agencies. 10 stocks we like better than Infleqtion › Quantum computing is a promising sector for investors. The technology is so potent that a quantum computer can complete complex calculations in minutes that would take a supercomputer centuries. That kind of power has brought investor interest to stocks in the sector, such as IonQ (NYSE: IONQ), thanks to its rapidly rising revenue. The company reported jaw-dropping sales growth of 755% year over year to $64.7 million in the first quarter. 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 » Despite its success, IonQ is not among the quantum computing businesses the federal government recently awarded funding to. Instead, the U.S. Department of Commerce selected one of its rivals, a newly public company called Infleqtion (NYSE: INFQ). This hints at Infleqtion's potential as this year's dark horse stock. Here's a closer look at the company. Infleqtion's technological advantages Infleqtion's key differentiator from competitors is its neutral-atom technology. This technique employs lasers to capture and control atoms for use as the bits in its quantum computer to perform computations. These are referred to as qubits and are naturally occurring atoms, so the particles are all identical. Many rivals employ manufactured qubits, produced via electrical circuits, which must be corrected for defects. IonQ uses natural atoms, but manipulates them to generate ions. The ionization process makes its qubits stable to work w...
The price of aluminum has surged by almost 50% in the last year, reaching multi-year highs amid pressure due to the Iran war, domestic tariffs, and more. The shutdown of the Strait of Hormuz has had a particularly strong impact, given its critical role in the transmission of aluminum through the Middle East to other parts of the world. Higher aluminum costs have weighed on companies relying on the...
The price of aluminum has surged by almost 50% in the last year, reaching multi-year highs amid pressure due to the Iran war, domestic tariffs, and more. The shutdown of the Strait of Hormuz has had a particularly strong impact, given its critical role in the transmission of aluminum through the Middle East to other parts of the world. Higher aluminum costs have weighed on companies relying on the metal across a variety of industries, including automotive firms like Ford Motor Co. NYSE: F and beverage firms like Keurig Dr Pepper NASDAQ: KDP. All of these businesses must prepare mitigation strategies if material costs remain elevated to protect their margins. On the other hand, domestic aluminum firms like Kaiser Aluminum Corp. NASDAQ: KALU and Century Aluminum Co. NASDAQ: CENX may be better positioned, particularly thanks to Section 232 tariffs. Get Kaiser Aluminum alerts: Sign Up Kaiser Aluminum Could Benefit From Tariffs and Aerospace Business, But Valuation Is a Risk Kaiser Aluminum is a producer of semi-fabricated aluminum products for a variety of different markets, including aerospace, automotive, electronics, and more. The company's earnings for Q1 2026 were very strong: more than 42% year-over-year (YOY) growth in revenue and an earnings per share (EPS) beat of $1.78, plus record EBITDA and solid guidance for the full year. Kaiser Aluminum Today KALU Kaiser Aluminum $184.24 +8.77 (+5.00%) 52-Week Range $70.39 ▼ $184.34 Dividend Yield 1.67% P/E Ratio 20.07 Price Target $159.50 Add to Watchlist The company is seeing demand strengthen while simultaneously boosting operational execution through improved facility performance. This has allowed the firm to boost margins by about 850 basis points YOY. Additionally, free cash flow for the first quarter reached $69 million, and the firm ended the quarter with liquidity of roughly $596 million, giving it plenty of flexibility going forward. With Section 232 tariffs including a 50% tariff on many aluminum imports and al...