The energy sector is a key part of the global economy and encompasses a wide range, from an oil-producing and refining company such as HF Sinclair (DINO +2.22%) to a midstream company such as The Williams Companies (WMB +1.23%), which transports natural gas through its pipelines. What those two have in common is elite dividends that more than double the S&P 500 average of 1.06%. Here are three rea...
The energy sector is a key part of the global economy and encompasses a wide range, from an oil-producing and refining company such as HF Sinclair (DINO +2.22%) to a midstream company such as The Williams Companies (WMB +1.23%), which transports natural gas through its pipelines. What those two have in common is elite dividends that more than double the S&P 500 average of 1.06%. Here are three reasons to buy each stock. HF Sinclair's transition to renewable diesel HF Sinclair has converted several traditional refining assets into renewable diesel facilities, which allows it to capitalize on lucrative environmental credits and the growing demand for low-carbon fuels. In the first quarter of 2026, the company reported a massive shift toward profitability, swinging from a loss per share (EPS) of $0.02 in 2025 to an earnings per share of $3.56 in 2026. It also reported that revenue increased 12% year over year to $7.1 billion. The rise was driven by higher adjusted refinery gross margins in the West region and higher overall refined product sales volumes. By leveraging its existing infrastructure to produce renewable products, HF Sinclair avoids the massive greenfield costs competitors face, positioning itself as a leader in a market increasingly defined by carbon-intensity regulations and tax incentives. Expand NYSE : DINO HF Sinclair Today's Change ( 2.22 %) $ 1.52 Current Price $ 69.91 Key Data Points Market Cap $13B Day's Range $ 68.00 - $ 69.97 52wk Range $ 35.10 - $ 74.72 Volume 1.2M Avg Vol 2.8M Gross Margin 8.00 % Dividend Yield 2.86 % Aggressive and disciplined capital returns For many investors, the most attractive aspect of HF Sinclair is its unwavering commitment to returning capital to its owners. The company maintains a shareholder-first mentality, utilizing its robust cash flow -- which totaled nearly $460 million from operations in the first quarter -- to fund dividends and buybacks. It started a $1 billion stock buyback program in 2024 and in the first ...
Key Points Oil refiner HF Sinclair is seeing higher margins from its shift to renewable diesel fuel. AI data center projects are turning to Williams Companies to provide stable power. Both of these energy stocks offer investors dividend yields above 2.5%. 10 stocks we like better than HF Sinclair › The energy sector is a key part of the global economy and encompasses a wide range, from an oil-prod...
Key Points Oil refiner HF Sinclair is seeing higher margins from its shift to renewable diesel fuel. AI data center projects are turning to Williams Companies to provide stable power. Both of these energy stocks offer investors dividend yields above 2.5%. 10 stocks we like better than HF Sinclair › The energy sector is a key part of the global economy and encompasses a wide range, from an oil-producing and refining company such as HF Sinclair (NYSE: DINO) to a midstream company such as The Williams Companies (NYSE: WMB), which transports natural gas through its pipelines. What those two have in common is elite dividends that more than double the S&P 500 average of 1.06%. Here are three reasons to buy each stock. 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 » HF Sinclair's transition to renewable diesel HF Sinclair has converted several traditional refining assets into renewable diesel facilities, which allows it to capitalize on lucrative environmental credits and the growing demand for low-carbon fuels. In the first quarter of 2026, the company reported a massive shift toward profitability, swinging from a loss per share (EPS) of $0.02 in 2025 to an earnings per share of $3.56 in 2026. It also reported that revenue increased 12% year over year to $7.1 billion. The rise was driven by higher adjusted refinery gross margins in the West region and higher overall refined product sales volumes. By leveraging its existing infrastructure to produce renewable products, HF Sinclair avoids the massive greenfield costs competitors face, positioning itself as a leader in a market increasingly defined by carbon-intensity regulations and tax incentives. Aggressive and disciplined capital returns For many investors, the most attractive aspect of HF Sinclair is its unwavering commitment to returning capital to i...
Walmart (NYSE:WMT) just delivered a quarter that makes the bull case for 2030 hard to ignore. Q1 FY27 revenue hit $175.68 billion, up 6.08% YoY, with global eCommerce climbing 26% and advertising revenue jumping 37%. New CEO John Furner is leaning into automation and higher-margin commerce. Yet shares are down 8.39% in the past week ... Where Will Walmart Stock Be By 2030?
Walmart (NYSE:WMT) just delivered a quarter that makes the bull case for 2030 hard to ignore. Q1 FY27 revenue hit $175.68 billion, up 6.08% YoY, with global eCommerce climbing 26% and advertising revenue jumping 37%. New CEO John Furner is leaning into automation and higher-margin commerce. Yet shares are down 8.39% in the past week ... Where Will Walmart Stock Be By 2030?
I have a soft spot for the iShares U.S. Treasury Bond ETF (BATS: GOVT), and clearly a lot of investors do too given that it now sits at roughly $41 billion in assets under management. For a 0.05% expense ratio, you get exposure to a portfolio of just over 200 Treasury bonds represented by the ... Your Treasury Income May Already Be Paying California, Unless You’re Holding It in This ETF
I have a soft spot for the iShares U.S. Treasury Bond ETF (BATS: GOVT), and clearly a lot of investors do too given that it now sits at roughly $41 billion in assets under management. For a 0.05% expense ratio, you get exposure to a portfolio of just over 200 Treasury bonds represented by the ... Your Treasury Income May Already Be Paying California, Unless You’re Holding It in This ETF
Jean-Luc Ichard This week, transactions were seen across heavyweights like Microsoft ( MSFT ) and Taiwan Semiconductor Manufacturing ( TSM ). The following trades occurred between May 18 and May 22. Microsoft ( MSFT ) EVP and Chief Human Resources Officer Amy Coleman disclosed in a filing that she sold 1,262 shares at $411.34 each, for a total value of $519,242, representing about 2.7% of her dire...
Jean-Luc Ichard This week, transactions were seen across heavyweights like Microsoft ( MSFT ) and Taiwan Semiconductor Manufacturing ( TSM ). The following trades occurred between May 18 and May 22. Microsoft ( MSFT ) EVP and Chief Human Resources Officer Amy Coleman disclosed in a filing that she sold 1,262 shares at $411.34 each, for a total value of $519,242, representing about 2.7% of her direct holdings. Her holdings have now reduced to 46,003 shares. CVS Health ( CVS ) Director Larry Robbins sold 41.1% of his indirect holdings by disposing of 3,372,000 shares. He sold the shares in the price range of $93.45 to $94.45 each in a transaction valued at $317M. He continues to hold 4.82M shares in the firm. At Snap ( SNAP ), Chief Business Officer Ajit Mohan sold 44,785 shares at $5.60 each for $250,809. The sale accounted for nearly 0.9% of his holdings, reducing them to 5.05M. ServiceNow ( NOW ) director Anita Sands trimmed roughly 35.3% of her stake by selling 16,445 shares at $90.14 each, with the transaction valued at $1.48M. Her holdings have now reduced to 30,090 shares. Taiwan Semiconductor Manufacturing ( TSM ) VP Tzu-Sou Chuang sold 200,000 shares at $69.83 each, worth $13.96M, reducing his holdings by around 7.4% to 2.49M shares. Meanwhile, Vice President Bor-Zen Tien purchased 2,000 shares at a cost of $69.91 per share, for a total value of $139,810. His holdings now stand at 11,346 shares. Adam Aron, CEO of AMC Entertainment ( AMC ), acquired 250,000 shares at $1.38 each, with the purchase valued at $344,350. His holdings have increased to 2.44M. Rivian Automotive ( RIVN ) director Aidan Gomez bought 18,000 shares at a transaction cost of $13.97 each, for a total value of $251,460. Gomez now holds 57,984 shares in the firm. Virgin Galactic ( SPCE ) director Diana Strandberg purchased 20,000 shares at $2.49 per share, with the transaction valued at $49,780. She now holds 70,930 Virgin Galactic shares. Arbor Realty Trust ( ABR ) director George Tsunis acq...
Jean-Luc Ichard This week, transactions were seen across heavyweights like Microsoft ( MSFT ) and Taiwan Semiconductor Manufacturing ( TSM ). The following trades occurred between May 18 and May 22. Microsoft ( MSFT ) EVP and Chief Human Resources Officer Amy Coleman disclosed in a filing that she sold 1,262 shares at $411.34 each, for a total value of $519,242, representing about 2.7% of her dire...
Jean-Luc Ichard This week, transactions were seen across heavyweights like Microsoft ( MSFT ) and Taiwan Semiconductor Manufacturing ( TSM ). The following trades occurred between May 18 and May 22. Microsoft ( MSFT ) EVP and Chief Human Resources Officer Amy Coleman disclosed in a filing that she sold 1,262 shares at $411.34 each, for a total value of $519,242, representing about 2.7% of her direct holdings. Her holdings have now reduced to 46,003 shares. CVS Health ( CVS ) Director Larry Robbins sold 41.1% of his indirect holdings by disposing of 3,372,000 shares. He sold the shares in the price range of $93.45 to $94.45 each in a transaction valued at $317M. He continues to hold 4.82M shares in the firm. At Snap ( SNAP ), Chief Business Officer Ajit Mohan sold 44,785 shares at $5.60 each for $250,809. The sale accounted for nearly 0.9% of his holdings, reducing them to 5.05M. ServiceNow ( NOW ) director Anita Sands trimmed roughly 35.3% of her stake by selling 16,445 shares at $90.14 each, with the transaction valued at $1.48M. Her holdings have now reduced to 30,090 shares. Taiwan Semiconductor Manufacturing ( TSM ) VP Tzu-Sou Chuang sold 200,000 shares at $69.83 each, worth $13.96M, reducing his holdings by around 7.4% to 2.49M shares. Meanwhile, Vice President Bor-Zen Tien purchased 2,000 shares at a cost of $69.91 per share, for a total value of $139,810. His holdings now stand at 11,346 shares. Adam Aron, CEO of AMC Entertainment ( AMC ), acquired 250,000 shares at $1.38 each, with the purchase valued at $344,350. His holdings have increased to 2.44M. Rivian Automotive ( RIVN ) director Aidan Gomez bought 18,000 shares at a transaction cost of $13.97 each, for a total value of $251,460. Gomez now holds 57,984 shares in the firm. Virgin Galactic ( SPCE ) director Diana Strandberg purchased 20,000 shares at $2.49 per share, with the transaction valued at $49,780. She now holds 70,930 Virgin Galactic shares. Arbor Realty Trust ( ABR ) director George Tsunis acq...
It does not get much bigger than this. Neither Barcelona nor Lyonnes have made it this far through luck, they are the best two teams on the continent, boasting 11 Champions League titles between them. Each side has won their respective domestic titles and will be looking to add a cherry in Oslo. Barcelona will look to outplay Lyon, with the slick football that has made them into the elite team the...
It does not get much bigger than this. Neither Barcelona nor Lyonnes have made it this far through luck, they are the best two teams on the continent, boasting 11 Champions League titles between them. Each side has won their respective domestic titles and will be looking to add a cherry in Oslo. Barcelona will look to outplay Lyon, with the slick football that has made them into the elite team they are, aided by being packed full of world class players, such as Alexia Putellas and Aitana Bonmati. Lyonnes, led by the former Barcelona head coach Jonatan Giraldez, are more physically imposing, which helped them battle past Arsenal in the semi-final. However, they certainly do not lack skill and quality across the park, with Wendie Renard providing the foundations at the back. Let’s hope for a cracker! Kick-off: 5pm BST
ROAD TOWN, British Virgin Islands, May 23, 2026 (GLOBE NEWSWIRE) -- Crypto markets are increasingly focusing on projects that continue building momentum before exchange listings begin. As investors become more selective about early-stage opportunities, presales with strong funding and growing visibility are moving higher on market watchlists. Ozak AI is now emerging as one of those names after rai...
ROAD TOWN, British Virgin Islands, May 23, 2026 (GLOBE NEWSWIRE) -- Crypto markets are increasingly focusing on projects that continue building momentum before exchange listings begin. As investors become more selective about early-stage opportunities, presales with strong funding and growing visibility are moving higher on market watchlists. Ozak AI is now emerging as one of those names after raising over $7.2M, helping strengthen its position within the crypto presale sector ahead of launch. Ozak AI Gains Market Strength Ozak AI’s continued growth reflects rising investor participation and expanding awareness across the crypto market. Crossing the $7.2M funding milestone signals sustained momentum during a period where capital allocation remains increasingly selective. Strong funding often becomes a major factor because it supports ecosystem development, market preparation, and broader expansion plans. Projects entering exchange phases with solid financial backing frequently attract stronger attention from investors searching for early opportunities. As market conditions improve, projects already showing traction before launch often move into the spotlight more quickly. OZ’s Presale Position Expands Ozak AI is currently moving through its final presale stage, marking the closing phase before exchange listings are expected to begin. Final-stage projects frequently gain additional visibility because accessibility remains limited while broader market participation moves closer. Investors often monitor projects approaching major catalysts, and exchange exposure remains one of the most important milestones. Ozak AI’s current phase is helping strengthen its profile among the presales receiving increased market attention. The project’s upcoming launch is targeted at $1, creating a clear benchmark for its transition into public trading. Final Launch Outlook OZ is already listed on CoinMarketCap and CoinGecko, improving transparency and allowing the broader crypto communit...
JHVEPhoto What's the best memory chip stock right now for investors? Seeking Alpha analysts Nova Capital and Yiannis Zourmpanos weigh in. Nova Capital : We've seen massive momentum in memory chip stocks over the past year, and it might seem that it has already played out. I think it hasn't. It might seem that the best memory stock is the one that has not gone up too much. But when I think about th...
JHVEPhoto What's the best memory chip stock right now for investors? Seeking Alpha analysts Nova Capital and Yiannis Zourmpanos weigh in. Nova Capital : We've seen massive momentum in memory chip stocks over the past year, and it might seem that it has already played out. I think it hasn't. It might seem that the best memory stock is the one that has not gone up too much. But when I think about the underlying fundamentals, I see that we should not rely solely on P/E or FCF yield here, especially for TTM figures and anything based on FY2026. I still like SanDisk ( SNDK ) here. I had a Strong Buy rating on it in mid-March 2026. SanDisk specifically has LTA contracts that lock in a highly favorable pricing environment, guaranteeing baseline gross margins of 80% (or even higher if they are lucky) for the next few years. There is a predetermined shipment trajectory that secures forward sales volumes. The next-year P/E ratio sits at less than 8x. While the consensus expects SNDK's earnings to fall by almost 50% in FY2029, I think these forecasts will be naturally revised upward because the memory chip bottleneck is unlikely to clear out in just three years. AI workloads and inference demand are simply too strong, not allowing supply to outpace the snowballing demand. Yiannis Zourmpanos : My top memory pick remains Micron Technology ( MU ). The company is emerging as the leading U.S. beneficiary of the AI-driven HBM memory boom, with HBM3E chips already shipping to Nvidia ( NVDA ) and hyperscalers. Analysts expect revenue to jump 57.5% from FY2026 to FY2027, while EPS nearly doubles. Roughly 96% of analysts remain bullish. The main risk is cyclicality: any slowdown in AI capex or memory pricing could pressure margins quickly. Wall Street sentiment remains overwhelmingly bullish, with price targets ranging from roughly $740 to as high as $1,000 in aggressive bull-case scenarios. Top Semiconductor Stocks More on Micron Technology Beyond NVIDIA: The #1 AI Stock To Own Now Mic...
️ Sprint race at 5pm BST, qualifying 9pm BST ️ Mercedes aim to build on dominance | Email Philip It is safe to say the Canadian Grand Prix weekend is not working out the way it was supposed to for plenty of the participants – as Robbie Burns almost wrote, the best-laid plans of marmots and men in Montreal often go awry. First, there have been more red flags than on Hannibal Lecter’s dating profile...
️ Sprint race at 5pm BST, qualifying 9pm BST ️ Mercedes aim to build on dominance | Email Philip It is safe to say the Canadian Grand Prix weekend is not working out the way it was supposed to for plenty of the participants – as Robbie Burns almost wrote, the best-laid plans of marmots and men in Montreal often go awry. First, there have been more red flags than on Hannibal Lecter’s dating profile. In free practice, Liam Lawson lost power steering and parked up by a chicane – picking up a €30,000 part-suspended fine for Racing Bulls as the FIA ruled they had failed to ensure his clutch disengagement system button was working. Then it was Alex Albon, whose Williams was involved in a collision with one of the aforementioned marmots, following in the messy tyre tracks of Lewis Hamilton last year . Finally, Esteban Ocon spun his Haas into a wall and needed a new nose. Neither Lawson nor Albon made it to the start line for sprint qualifying. Certainly, should Mercedes have made the same advances that their rivals did in Miami, they will retain the whip hand – and with it the intensity of the title fight between their drivers, Kimi Antonelli and George Russell, will surely ratchet up. The 19-year-old Antonelli, in only his second season in F1, has been enormously impressive, having won the last three races in a row to lead the world championship by 20 points from his far more experienced teammate. Russell, the pre‑season favourite, who could manage only fourth in Miami, unsurprisingly had to bat away inquiries in Canada as to whether he was starting to feel the pressure. “It’s been a turbulent start but the truth is Miami felt like the first tough race of the season,” he said. “It’s still so early days and I know how to deal with it. It’s not the first time in my career that I’ve had a bad race or two but in this sport it does change so quickly: one week you have a tough race and the next week you come back and everything goes back to normal.” Continue reading...
Welcome to The Brink . I’m Jonathan Randles , a reporter in New York, and I’ve been following JPMorgan’s spat with publishers over a bankrupt comic book distributor that owes the bank about $7 million. We also have news on Venezuela’s debt restructuring, trouble in Africa’s financial capital and an oil company missing out on a boom in energy prices. Follow this link to subscribe . Send us feedback...
Welcome to The Brink . I’m Jonathan Randles , a reporter in New York, and I’ve been following JPMorgan’s spat with publishers over a bankrupt comic book distributor that owes the bank about $7 million. We also have news on Venezuela’s debt restructuring, trouble in Africa’s financial capital and an oil company missing out on a boom in energy prices. Follow this link to subscribe . Send us feedback and tips at debtnews@bloomberg.net . Captive Comics A bankruptcy court spat playing out in Maryland is keeping Batman locked up in a warehouse hundreds of miles away in Mississippi. James Bond, Doctor Who and Cruella de Ville, too. Not even pop culture’s grumpiest cat, Garfield, can escape. They’re among thousands of characters represented in roughly 8.2 million comics, graphic novels, figurines and table-top games held for months in a 600,000-square-foot warehouse formerly operated by a major comics distributor that went bankrupt in 2025. Publishers have formed alliances to free the items but at least one powerful adversary is impeding them: JPMorgan . JPMorgan was Diamond Comic Distributors ’ biggest creditor, and is fighting in court over the items because the biggest US bank is still owed about $7 million. Titles span the cultural universe, from thousands of copies of Rick and Morty - themed comics to the official Spider-Man: Into the Spider-Verse movie book and more obscure titles like Florida Man v. Hogzilla. It’s all languishing as lawyers argue over who owns the inventory. Advisers for the old Diamond, which didn’t own the books but did possess them when it sought bankruptcy, wants to sell them to repay debt. Publishers who supplied millions of books on consignment say they never gave up ownership. JPMorgan has a senior lien on Diamond’s assets, giving them a claim. Even the warehouse’s new owner recently entered the fray, saying they could assert a lien for back rent. The dispute has dragged on for months, and involves a tangle of lawsuits filed by bankruptcy advi...
For much of the artificial-intelligence (AI) -driven semiconductor rally, Micron Technology (MU) has been one of Wall Street’s hottest trades, fueled by explosive demand for high-bandwidth memory chips and tightening DRAM supply. But while bullish investors continue to chase the AI narrative, short sellers are quietly building a sizable bet that the rally may be nearing exhaustion. Short interest ...
For much of the artificial-intelligence (AI) -driven semiconductor rally, Micron Technology (MU) has been one of Wall Street’s hottest trades, fueled by explosive demand for high-bandwidth memory chips and tightening DRAM supply. But while bullish investors continue to chase the AI narrative, short sellers are quietly building a sizable bet that the rally may be nearing exhaustion. Short interest in Micron has climbed to roughly 37.3 million shares , near the highest levels seen in years, after rising steadily through 2026. This represents 3.32% of the public float. The latest data shows bearish positions increased another 2.6% in late April following a 15.9% jump earlier in the month. The growing wave of bearish positioning comes despite Micron’s massive gains from the AI boom. Some investors might be betting against the stock with the belief that expectations have become too aggressive after Micron’s meteoric surge, with concerns centered on valuation, cyclical memory pricing risks, and the possibility that today’s AI-driven supply shortages eventually turn into oversupply. Plus, Micron’s rapidly expanding capital spending plans are looked at as a potential warning sign. That has created a growing tug-of-war between momentum investors betting the AI cycle is still in its early stages and short sellers wagering that semiconductor enthusiasm has simply gone too far, too fast. What should be your next move? About Micron Technology Stock Micron Technology is a semiconductor company that designs, develops, manufactures and sells memory and storage products globally, including DRAM, NAND flash memory, HBM, solid-state drives (SSDs) and other memory modules. Headquartered in Boise, Idaho, Micron operates multiple business units serving cloud and data center, mobile and client, automotive and embedded, and enterprise segments worldwide. Micron’s market cap stands at $859.4 billion, putting it among the largest and most valuable players in the global semiconductor industry...
For a long while now, the Wall Street crowd has been totally hypnotized by this wild AI rally. Running the table, Microsoft (MSFT) was crowned the undisputed heavyweight champion of this race. Early 2026 investor logic? Simple and rock-solid: They practically bought out the planet's top AI asset, OpenAI, building this flawless tag-team supposed to shred the competition to pieces. Slapping a leader...
For a long while now, the Wall Street crowd has been totally hypnotized by this wild AI rally. Running the table, Microsoft (MSFT) was crowned the undisputed heavyweight champion of this race. Early 2026 investor logic? Simple and rock-solid: They practically bought out the planet's top AI asset, OpenAI, building this flawless tag-team supposed to shred the competition to pieces. Slapping a leadership premium on their stock price is exactly what the market did. Right now, though, we're staring down a massive tectonic quake totally wrecking that whole narrative. While traders get blinded chasing short-term ticker jumps, a real disaster just hit. For Microsoft's long-term positioning, I see this as a pure strategic train wreck. I'm talking about that fresh contract between the two firms, plastered right there on the OpenAI website. Sure, the PR teams are working overtime spinning this as some "mature partnership phase." Let's cut the crap, all right? Staring us right in the face is a legally binding surrender of exclusivity. That golden era? Microsoft equaling ChatGPT? Officially dead. Hitting the Brakes on ‘Business at the Speed of Thought’ Flipping back to 1999, Microsoft co-founder Bill Gates dropped his legendary book, “Business @ the Speed of Thought.” Owning a unified digital nervous system is what makes a winner in this age, he argued — meaning you decide, code, and ship stuff instantly, with zero outside drag. Smashing right into Gates' old golden rule is the new reality Microsoft finds itself stuck in today. Without 100% control over the tech, moving at the speed of thought is impossible. You just can't do it. Yeah, mapping out a slow breakup is written directly into the fine print, and Microsoft holds onto what's already built, dragging the partnership out for years. The nasty devil, however, is lurking in the future roadmaps. Tied together just by a piece of paper, these are officially two totally separate players now, not one single business organism. Ever...
For much of the artificial-intelligence (AI) -driven semiconductor rally, Micron Technology (MU) has been one of Wall Street’s hottest trades, fueled by explosive demand for high-bandwidth memory chips and tightening DRAM supply. But while bullish investors continue to chase the AI narrative, short sellers are quietly building a sizable bet that the rally may be nearing exhaustion. Short interest ...
For much of the artificial-intelligence (AI) -driven semiconductor rally, Micron Technology (MU) has been one of Wall Street’s hottest trades, fueled by explosive demand for high-bandwidth memory chips and tightening DRAM supply. But while bullish investors continue to chase the AI narrative, short sellers are quietly building a sizable bet that the rally may be nearing exhaustion. Short interest in Micron has climbed to roughly 37.3 million shares , near the highest levels seen in years, after rising steadily through 2026. This represents 3.32% of the public float. The latest data shows bearish positions increased another 2.6% in late April following a 15.9% jump earlier in the month. The growing wave of bearish positioning comes despite Micron’s massive gains from the AI boom. Some investors might be betting against the stock with the belief that expectations have become too aggressive after Micron’s meteoric surge, with concerns centered on valuation, cyclical memory pricing risks, and the possibility that today’s AI-driven supply shortages eventually turn into oversupply. Plus, Micron’s rapidly expanding capital spending plans are looked at as a potential warning sign. That has created a growing tug-of-war between momentum investors betting the AI cycle is still in its early stages and short sellers wagering that semiconductor enthusiasm has simply gone too far, too fast. What should be your next move? About Micron Technology Stock Micron Technology is a semiconductor company that designs, develops, manufactures and sells memory and storage products globally, including DRAM, NAND flash memory, HBM, solid-state drives (SSDs) and other memory modules. Headquartered in Boise, Idaho, Micron operates multiple business units serving cloud and data center, mobile and client, automotive and embedded, and enterprise segments worldwide. Micron’s market cap stands at $859.4 billion, putting it among the largest and most valuable players in the global semiconductor industry...
For a long while now, the Wall Street crowd has been totally hypnotized by this wild AI rally. Running the table, Microsoft (MSFT) was crowned the undisputed heavyweight champion of this race. Early 2026 investor logic? Simple and rock-solid: They practically bought out the planet's top AI asset, OpenAI, building this flawless tag-team supposed to shred the competition to pieces. Slapping a leader...
For a long while now, the Wall Street crowd has been totally hypnotized by this wild AI rally. Running the table, Microsoft (MSFT) was crowned the undisputed heavyweight champion of this race. Early 2026 investor logic? Simple and rock-solid: They practically bought out the planet's top AI asset, OpenAI, building this flawless tag-team supposed to shred the competition to pieces. Slapping a leadership premium on their stock price is exactly what the market did. Right now, though, we're staring down a massive tectonic quake totally wrecking that whole narrative. While traders get blinded chasing short-term ticker jumps, a real disaster just hit. For Microsoft's long-term positioning, I see this as a pure strategic train wreck. More News from Barchart I'm talking about that fresh contract between the two firms, plastered right there on the OpenAI website. Sure, the PR teams are working overtime spinning this as some "mature partnership phase." Let's cut the crap, all right? Staring us right in the face is a legally binding surrender of exclusivity. That golden era? Microsoft equaling ChatGPT? Officially dead. www.barchart.com Hitting the Brakes on ‘Business at the Speed of Thought’ Flipping back to 1999, Microsoft co-founder Bill Gates dropped his legendary book, “Business @ the Speed of Thought.” Owning a unified digital nervous system is what makes a winner in this age, he argued — meaning you decide, code, and ship stuff instantly, with zero outside drag. Smashing right into Gates' old golden rule is the new reality Microsoft finds itself stuck in today. Without 100% control over the tech, moving at the speed of thought is impossible. You just can't do it. Yeah, mapping out a slow breakup is written directly into the fine print, and Microsoft holds onto what's already built, dragging the partnership out for years. The nasty devil, however, is lurking in the future roadmaps. Tied together just by a piece of paper, these are officially two totally separate players no...
Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports, and conference presentations. Stocks rose on Friday, helped by technology hardware names and hopes of progress on an Iran pea...
Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports, and conference presentations. Stocks rose on Friday, helped by technology hardware names and hopes of progress on an Iran peace deal. Market sentiment was boosted by renewed hopes for a potential diplomatic agreement to ease the ongoing conflict in the Middle East, with Pakistan's army chief reportedly heading to Tehran. The next week's economic calendar is muted, with the markets closed on Monday for Memorial Day. Consumer confidence data is due on Tuesday. On Thursday, several data, including preliminary GDP numbers, the PCE price index, and jobless claims data, are scheduled. Friday is relatively lighter, with only the Chicago PMI scheduled. _______________________________________________________________ Earnings spotlight: Tuesday: Zscaler ( ZS ). See the full earnings calendar . Earnings spotlight: Wednesday: Marvell ( MRVL ), Salesforce ( CRM ), HP ( HPQ ). See the full earnings calendar . Earnings spotlight: Thursday: Dell ( DELL ). See the full earnings calendar . Volatility watch: Ford Motor ( F ) and Cypherpunk Technologies ( CYPH ) have seen options volatility increase over the last week. The most overbought stocks per their 14-day relative strength index include Cleancore Solutions ( ZONE ), AmpliTech Group ( AMPG ), and Zion Oil ( ZNOG ). The most oversold stocks per their 14-day Relative Strength Index include GoldQuest ( GDQMF ), Black Rock Coffee Bar ( BRCB ), and CarGurus ( CARG ). Short interest is elevated on Sphere Entertainment ( SPHR ) and EVgo ( EVGO ) again. Dividend watch: Companies that have an ex-dividend date coming next week include Johnson & Johnson ( JNJ ), Loews ( L ), TransUnion ( TRU ), and eBay ( EBAY ). IPO watch: Riku Dining Group ( RIKU ) is expected to price...
is the Verge’s weekend editor. He has over 18 years of experience, including 10 years as managing editor at Engadget. Posts from this author will be added to your daily email digest and your homepage feed. Roger Linn is a legend in the world of musical instruments. He’s been at the cutting edge of music technology for decades. He created the LM-1, the first drum machine to use samples, and its suc...
is the Verge’s weekend editor. He has over 18 years of experience, including 10 years as managing editor at Engadget. Posts from this author will be added to your daily email digest and your homepage feed. Roger Linn is a legend in the world of musical instruments. He’s been at the cutting edge of music technology for decades. He created the LM-1, the first drum machine to use samples, and its successor, the LinnDrum, is one of the most iconic drum machines of all time. They were used on countless records in the 1980s, including hits by Tom Petty, Queen, and Tears for Fears. But the most notable fan was probably Prince, who used them extensively on Purple Rain and 1999. Somehow, those are not his greatest contributions to the music world. That would, undoubtedly, be the MPC. Linn partnered with Akai to create one of the most popular and important samplers ever. The MPC60 and its successors became the tool of choice for countless hip-hop and house producers. J Dilla’s MPC 3000 even sits in the Smithsonian. Roger Linn was also an early adopter of MPE, or MIDI polyphonic expression. It’s a key feature of his LinnStrument, an expressive 3D controller released in 2014 — three years before the Association of Musical Electronics Industry (AMEI) officially released the MPE standard. Turns out the man stays so innovative by keeping things simple and focused. What is your most indispensable tool? My MacBook Pro. Which is the most underappreciated? My Vision Pro. I called it the most amazing product I rarely use. What is the first app you install on a new phone or computer? On a computer, Rhino3D. What is one thing you wish you could change about your phone? Apple Mail’s bugs. What sites do you have pinned to your tab bar? New York Times. How many tabs do you have open right now? One. This document. Which social media platform do you use the most (if any)? I don’t use social media except to announce my monthly “All Things LinnStrument” email newsletter. What is your happy plac...
For years, investors treated artificial intelligence as a GPU story. Buy the chipmakers, ride the boom, and call it a day. But AI data centers have evolved into something much bigger — sprawling digital factories that need not only computing power, but also ultra-fast networking capable of moving oceans of data with almost no delay. ... Nvidia’s Hidden $60 Billion Business Is About to Overtake Bro...
For years, investors treated artificial intelligence as a GPU story. Buy the chipmakers, ride the boom, and call it a day. But AI data centers have evolved into something much bigger — sprawling digital factories that need not only computing power, but also ultra-fast networking capable of moving oceans of data with almost no delay. ... Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom
Astera Labs, Inc. (NASDAQ:ALAB) was one of the stocks on Jim Cramer’s radar as he highlighted that semiconductor and AI infrastructure stocks are currently in charge. When a caller mentioned that they are playing with the “house’s money,” Cramer said: Well then… we have nothing to worry about. You’re playing with the house’s money. You can never lose money. You can make a lot of money. I say you h...
Astera Labs, Inc. (NASDAQ:ALAB) was one of the stocks on Jim Cramer’s radar as he highlighted that semiconductor and AI infrastructure stocks are currently in charge. When a caller mentioned that they are playing with the “house’s money,” Cramer said: Well then… we have nothing to worry about. You’re playing with the house’s money. You can never lose money. You can make a lot of money. I say you hold on. Be very happy. As always, you’re one of my smartest, if not smartest, of our incredibly smart cohort of viewers, and you’ve done this thing very right. I say you stand pat with what’s left. That’s what we’re trying to do with the club. It’s so hard, but we take out our money, we win. Photo by Artem Podrez on Pexels Astera Labs, Inc. (NASDAQ:ALAB) develops semiconductor-based connectivity solutions and software for cloud and AI infrastructure. The company’s products include intelligent connectivity platforms, smart retimers, cable modules, memory controllers, and system management software. While we acknowledge the potential of ALAB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.
Astera Labs, Inc. (NASDAQ:ALAB) was one of the stocks on Jim Cramer’s radar as he highlighted that semiconductor and AI infrastructure stocks are currently in charge. When a caller mentioned that they are playing with the “house’s money,” Cramer said: Well then… we have nothing to worry about. You’re playing with the house’s money. You can never lose money. You can make a lot of money. I say you h...
Astera Labs, Inc. (NASDAQ:ALAB) was one of the stocks on Jim Cramer’s radar as he highlighted that semiconductor and AI infrastructure stocks are currently in charge. When a caller mentioned that they are playing with the “house’s money,” Cramer said: Well then… we have nothing to worry about. You’re playing with the house’s money. You can never lose money. You can make a lot of money. I say you hold on. Be very happy. As always, you’re one of my smartest, if not smartest, of our incredibly smart cohort of viewers, and you’ve done this thing very right. I say you stand pat with what’s left. That’s what we’re trying to do with the club. It’s so hard, but we take out our money, we win. Photo by Artem Podrez on Pexels Astera Labs, Inc. (NASDAQ:ALAB) develops semiconductor-based connectivity solutions and software for cloud and AI infrastructure. The company’s products include intelligent connectivity platforms, smart retimers, cable modules, memory controllers, and system management software. While we acknowledge the potential of ALAB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.
Astera Labs, Inc. (NASDAQ:ALAB) was one of the stocks on Jim Cramer’s radar as he highlighted that semiconductor and AI infrastructure stocks are currently in charge. When a caller mentioned that they are playing with the “house’s money,” Cramer said: Well then… we have nothing to worry about. You’re playing with the house’s money. You can never lose money. You can make a lot of money. I say you h...
Astera Labs, Inc. (NASDAQ:ALAB) was one of the stocks on Jim Cramer’s radar as he highlighted that semiconductor and AI infrastructure stocks are currently in charge. When a caller mentioned that they are playing with the “house’s money,” Cramer said: Well then… we have nothing to worry about. You’re playing with the house’s money. You can never lose money. You can make a lot of money. I say you hold on. Be very happy. As always, you’re one of my smartest, if not smartest, of our incredibly smart cohort of viewers, and you’ve done this thing very right. I say you stand pat with what’s left. That’s what we’re trying to do with the club. It’s so hard, but we take out our money, we win. Photo by Artem Podrez on Pexels Astera Labs, Inc. (NASDAQ:ALAB) develops semiconductor-based connectivity solutions and software for cloud and AI infrastructure. The company’s products include intelligent connectivity platforms, smart retimers, cable modules, memory controllers, and system management software. While we acknowledge the potential of ALAB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.
NVIDIA Corporation (NASDAQ:NVDA) was one of the stocks on Jim Cramer’s radar as he highlighted that semiconductor and AI infrastructure stocks are currently in charge. Cramer was bullish on the company and its recently reported quarter as he said: … We talk hardware, the biggest part of that is the company just reported tonight that seems to not be able to get out of its own way right now, which i...
NVIDIA Corporation (NASDAQ:NVDA) was one of the stocks on Jim Cramer’s radar as he highlighted that semiconductor and AI infrastructure stocks are currently in charge. Cramer was bullish on the company and its recently reported quarter as he said: … We talk hardware, the biggest part of that is the company just reported tonight that seems to not be able to get out of its own way right now, which is NVIDIA. Now, I’ve been pounding the table on NVIDIA since it was trading at a split-adjusted price of just under four bucks. I’ve never hidden my belief in the company and its team led by Jensen Huang. NVIDIA just reported after the close, delivering another steady set of numbers, revenue growing 85% year over year, $81.6 billion, beating expectations by nearly $3 billion. Most of the growth came from the company’s core data center business, with hyperscale revenues up 115% versus the prior year and up sequentially, while AI cloud, industrial, and enterprise revenue grew 74% from the prior year. The company’s gross margins were in line. Oh, maybe people don’t like that. And NVIDIA had an 11-cent bottom line beat off a $1.76 basis. Free cash flow came in $10 billion above expectations. Now, we’re at the point where NVIDIA has to look hard for places to put all of its money it’s making. Every week, the company seems to be… taking stakes in small component players, a new hyperscaler, perhaps optical. But after buying back nearly $20 billion of stock in the current quarter, NVIDIA announced a new $80 billion share repurchase program even as… close to $40 billion remaining on its previous authorization. Very bullish. The company’s outlook for the current quarter looked good, too. NVIDIA’s guiding for $91 billion in revenue this quarter, roughly $4 billion above the expectations that were $87 billion, despite the fact that the company’s still assuming no data center compute revenue from China. It was almost exactly three years ago, in May 2023, that NVIDIA shocked Wall Street w...