Palantir: I Sold After The Q1 Miss, But I’m Not Bearish (NASDAQ:PLTR) Seeking Alpha

Luis Alvarez Tech giants Nvidia ( NVDA ) and Meta Platforms ( META ) are receiving bullish calls from Seeking Alpha analysts, with both stocks seen as undervalued despite heavy capital investments. Cestrian Capital Research upgraded Nvidia following exceptional quarterly results, while PropNotes sees Meta reaching $1,000 within 30 months driven by AI-powered growth. On the downgrade side, JPMorgan Chase ( JPM ) and GoodRx Holdings ( GDRX ) are moving to the sidelines as analysts cite regulatory headwinds for the banking titan and persistent margin erosion for the healthcare platform. Upgrades Nvidia ( NVDA ): Upgrade to Buy by Cestrian Capital Research . The analyst points to massive revenue growth of 85% year-over-year and a robust $72 billion net cash position, noting the stock trades below its historical free cash flow multiples despite strong market sentiment. “I believe this stock is a Buy, because it has the fundamental profile above, because it is trading at just 37x TTM UFCF (NVDA is normally in the 45-50x TTM UFCF range), because the market is leaning bullish at least into the giant-IPO-period coming our way, and because the NVDA stock chart looks bullish to me.” Meta Platforms ( META ): Upgrade to Strong Buy by PropNotes . The analyst sets a $1,000 price target within 30 months, citing Meta’s resilient 40%-plus operating margins and compelling valuation at 22x trailing earnings despite aggressive AI infrastructure spending. “Meta presents a clear, straightforward roadmap for appreciation—where its financial growth should translate to investor returns, assuming a stable pricing environment.” Downgrades JPMorgan Chase & Co. ( JPM ): Downgrade to Hold by Esxeleryn Analytics . While acknowledging the bank’s fortress balance sheet and strategic capital moves, the analyst warns that peak valuations and a projected $13 billion G-SIB surcharge threaten returns. “ Overall, JPMorgan Chase is an apex of global finance, and yet at current valuations, its upside is cap...

SA analyst upgrades/downgrades: NVDA, META, GDRX, JPM Seeking Alpha

格隆汇5月23日｜伊朗外交部发言人：伊朗与美国之间的分歧深刻且显著。

Emma Raducanu believes it is "very difficult to say" she made a mistake in parting ways with coach Andrew Richardson after her 2021 US Open triumph. Britain's Raducanu has recently rehired Richardson almost five years after her stunning triumph as she looks to revive a career that has failed to live up to its early promise. Raducanu, who starts her French Open campaign against Argentina's Solana Sierra on Sunday, has been blighted by injuries and illness in recent years. The 23-year-old has only gone beyond the third round of a major once since her New York win and is now at 37 in the world rankings. Asked if not continuing with 52-year-old Briton Richardson had been a mistake, Raducanu said: "Everything in my life changed upside down. "I didn't really think I had a handle over the situation in the sense that I was being pulled left and right. I didn't really know what was going on. "A lot of experiences over the last few years have taught me about what I didn't want. It taught me that I really value having people I trust and connect with around me. "It's really nice to have that feeling back."

Welcome to ETF IQ, a weekly newsletter dedicated to the $23 trillion global ETF industry. I’m Bloomberg News reporter Isabelle Lee , filling in for Katie Greifeld . Rain on the Parade The frenzy surrounding prediction markets has spilled into ETFs — a corner of finance where practically anything can be wrapped into a ticker and sold to investors in one easy click. It was only a matter of time before prediction markets, arguably already retail-oriented, got the ETF push. And in February, they did. Upstart issuers like Roundhill Investments submitted paperwork for funds that would have their value tied to event contracts on presidential, Senate and House races. GraniteShares pitched similar products while Bitwise Investments proposed a broader slate under the PredictionShares brand. Beyond politics, filings included products tied to macroeconomic outcomes, such as contracts on whether the US will enter a recession in 2026 and whether layoffs in 2026 will be higher or lower than in 2025. Then on Wednesday, the SEC spoiled the party — at least for now. The top US securities regulator issued a memo delaying the launch of the funds. SEC Chair Paul Atkins said he had directed staff to seek public feedback on the proposals and noted that fund sponsors have agreed to hold off on these. The new delay is notable given how accommodating Atkins has been toward digital innovation since taking the SEC’s helm. His commission dropped a raft of the prior administration’s crypto enforcement actions, greenlit a slew of crypto ETFs and signaled broad openness to blockchain-based financial products. While binary-event ETFs still haven’t made it to market, investors can already place bets on the companies behind the prediction-market boom itself. One of them is the Tema Durable Quality ETF (TOLL), the first of its kind to take a stake in the prediction market exchange. Kalshi accounts for roughly 8.4% of the $48 million fund. Retail traders remain the engine behind prediction markets, pou...

According to Kiplinger, the Congressional Joint Economic Committee found Medicare Advantage is overpaying insurers by $212 per enrollee. The figure looks small until you scale it. The data, scaled Multiply $212 against roughly 33 million Medicare Advantage enrollees and the system is leaking about $7 billion a year in excess payments to private insurers. Medicare ... Congressional Joint Economic Committee Pegs Medicare Advantage Overpayments at $7 Billion Annually and Rising

Hi everyone. Today we’re talking to the leaders of one of the most fascinating game studios in the world, but first... This week’s top gaming news: Sony Group Corp.’s Bungie plans big layoffs after putting an end to Destiny 2 development Take Two Interactive Software Inc. assured investors that Grand Theft Auto VI is still on track for November Hasbro Inc. canceled a Dungeons & Dragons game less than a year after announcing it A Dramatic Launch Ed Tomaszewski knows what people are saying. He’s been president of the video-game maker ZA/UM since 2022, not long after a dramatic blowup led to the departures of the company’s key creatives. A barrage of lawsuits and headline-making controversies followed, leading players to wonder if ZA/UM would ever release another game. Now, the studio is coming out with Zero Parades , its first game since the firestorm. Tomaszewski and his team are hoping that players can look past the drama and evaluate this game on its own terms, no matter how they feel about the studio behind it. “It’s of course on everyone’s mind, but I’m not worried,” Tomaszewski told me in a recent interview. The art, he says, will speak for itself and prove the doubters wrong. So far, the results are promising. Zero Parades has received solid reviews — including a rare perfect score from Eurogamer — and seems to be reaching players . ZA/UM, founded in 2015 by a collective of Estonian writers and artists, became an international success story with the 2019 release of Disco Elysium , a text-heavy roleplaying game about a slovenly detective who is pushed into solving a murder. The game won critical acclaim for its complex, nuanced storytelling and has now reached more than 20 million players, ZA/UM says. (That’s a mixture of sales and downloads on subscription services.) Then, in 2021, several of Disco Elysium ’s top creatives, including director Robert Kurvitz and art director Aleksander Rostov, were fired from ZA/UM. The studio later accused them of misconduct an...

alexsl Haemonetics ( HAE ) shares rose for the third consecutive session on Friday after Bank of America upgraded the blood management solutions provider to Buy from Neutral, arguing that the MedTech has issued a conservative outlook for fiscal 2027. “We think HAE has set a conservative guide to start the year in all three segments, and upside is likely as the year goes on,” BofA analyst Travis Steed wrote of Haemonetics ( HAE ), which markets automated plasma collection systems. Shares of Haemonetics ( HAE ) rose earlier this month after the Massachusetts-based firm, alongside its Q4 FY26 results, set its FY27 revenue outlook at $1.387B–$1.427B, in line with the FactSet Consensus of $1.39B. The analyst pointed out that while U.S. plasma collections grew in high single-digit percentages in Q4, the company’s outlook implied only 0% - 2% growth. “At just 11x Street CY27 EPS, HAE trades below what we see as fair value for an MSD+ grower with strong margins, FCF, and a track record of growing earnings,” Steed wrote, raising his price target to $80 from $70, assuming a 14x P/E multiple on 2027E compared to 13x previously. More on Haemonetics Haemonetics Corporation (HAE) Presents at Bank of America Global Healthcare Conference 2026 Transcript Haemonetics Corporation 2026 Q4 - Results - Earnings Call Presentation Haemonetics Corporation (HAE) Q4 2026 Earnings Call Transcript Haemonetics projects FY 2027 revenue growth of 4% to 7% as Persona PLUS rollout and IVT rebound efforts continue Haemonetics Q4 2026 Earnings Preview

JHVEPhoto/iStock Editorial via Getty Images AVGO stock: FQ2 earnings report scheduled on June 3 I last wrote about Broadcom Inc. ( AVGO ) stock on April 5. The article focused on its latest XPU deals and rated the stock as a Buy. More details of the article are provided in the snapshot below. Seeking Alpha Since then, a few new catalysts (that is, besides the noticeable price and valuation changes) have emerged. The rest of this article will detail my thoughts on two of them: A) the capex updates that the hyperscalers provided in their FQ1 2026 earnings report (ER), and also B) AVGO’s own upcoming ER for FQ2 2026 ( scheduled on June 3, 2026). An examination of these changes has led me to downgrade my rating on the stock to a Hold rating. The main considerations behind this downgrade are twofold. First, I feel the current growth projection for AVGO’s future growth is too aggressive and also disconnected from the overall AI infrastructure growth estimates. Second, I also feel that even if AVGO can outgrow the broader sector, the potential has already been captured at its current valuation multiples for reasons detailed next. AVGO stock: bulls have good reasons to be hyped Since my last writing, key AI players have released their ERs for FQ1 2026, and many hyperscalers announced plans to keep increasing their capex budgets. Moreover, a considerable portion is earmarked for expansion of compute capabilities, which should directly expand the TAM (total addressable market) for AVGO. As a more quantitative assessment of their updated capex plan, the following analysis from Goldman Sachs Global Institute points to a total aggregate AI capital expenditure of $765 billion for the full year 2026. The figure is expected to rise to $1,636 billion in 6 years by 2031, representing a 113% overall increase and a 13.5% CAGR. The aggregated amount is projected to reach a staggering total of $7.6 trillion TAM between 2026 and 2031, and compute and data centers are expected to capture t...

Broadcom: Be Fearful When Others Are Hyped (Ratings Downgrade) (NASDAQ:AVGO) Seeking Alpha

Investors hoping that Borr Drilling (BORR +0.94%) stock would dig up significant gains were disappointed over the past few days. On Thursday, the offshore drilling specialist reported a first quarter that investors clearly found underwhelming, and many sold their shares. According to data compiled by S&P Global Market Intelligence, Borr's price was down by almost 10% week to date as of early afternoon Friday. Twin first-quarter misses For the quarter, Borr's revenue came in at $247 million, which was 14% higher year over year. However, the company's net loss under generally accepted accounting principles (GAAP) deepened considerably to $29 million ($0.09 per share) from the year-ago frame's $16.9 million deficit. With those figures, Borr whiffed on both the top and bottom lines. On average, analysts tracking the company were expecting it to post more than $257 million in revenue and break even on the bottom line. Borr's year-over-year revenue growth was driven in no small measure by a higher rig count. In a related development, the net loss deepened largely due to expenses related to its purchase of five rigs, as well as a noncash credit loss provision totaling $8.4 million. Expand NYSE : BORR Borr Drilling Today's Change ( 0.94 %) $ 0.05 Current Price $ 5.69 Key Data Points Market Cap $1.7B Day's Range $ 5.46 - $ 5.71 52wk Range $ 1.57 - $ 6.66 Volume 5.7M Avg Vol 7.9M Gross Margin 34.35 % A still drill Another factor putting the squeeze on Borr is a delay in the next phase of operations with one of the company's rigs, the Odin. This was to have begun drilling for its client, privately held energy company Cantium, in February, but hiccups in contract preparation and regulatory approvals have occurred, according to Borr. Odin is now expected to start drilling in late June; at the moment, it's not producing revenue and requires roughly $10 million in additional preparatory expenses. If I were an investor, I'd be more encouraged by the company's 99.4% technical utiliz...

格隆汇5月23日｜中国地震台网正式测定：05月23日01时16分在青海海西州唐古拉地区发生4.1级地震，震源深度10千米。

(RTTNews) - European stocks closed higher on Friday amid optimism about an end to the U.S.-Iran war thanks to negotiations between the two nations making "some progress." U.S. Secretary of State Marco Rubio said there have been "some good signs" but cautioned he doesn't want to be "overly optimistic" and noted President Donald Trump has been clear he has "other options" if the U.S. and Iran can't get a "good deal." One of the sticking points seems to be Iran's efforts to establish a tolling system for the Strait of Hormuz, which Rubio called "unacceptable" and said "would make a diplomatic deal unfeasible." Rubio's comments come as reports from Iranian state media suggest the latest U.S. peace proposal has narrowed some of the gaps between the two countries. Despite signs of progress, both sides are still at odds over Tehran's uranium stockpile and future control of the Strait of Hormuz. Investors also digested a slew of regional economic data and some corporate news. Data showing an improvement in German consumer sentiment and a slightly faster pace of economic growth aided sentiment. The pan European Stoxx 600 climbed 0.73%. The UK's FTSE 100 gained 0.22%, Germany's DAX jumped 1.15% and France's CAC 40 closed 0.37% up. Switzerland's SMI finished with a gain of 0.42%. Among other markets in Europe, Austria, Belgium, Denmark, Finland, Greece, Iceland, Ireland, Netherlands, Poland, Sweden and Türkiye closed higher. Czech Republic, Norway, Portugal and Russia ended weak, while Spain closed flat. In the UK market, Games Workshop soared nearly 8%. The miniature wargames maker forecast annual profit before tax above expectations. Rightmove surged 7.25%. Croda International climbed 4.3%, while Metlen Energy & Metals, Rolls-Royce Holdings, Persimmon, 3i Group, Melrose Industries, Diploma, BT Group, Polar Capital Technology Trust, Airtel Africa, BAE Systems and British Land gained 2%-4%. British IT reseller Softcat soared nearly 13% after raising its full-year profit guidan...

Source: Bloomberg, 5:47

格隆汇5月23日｜伊朗外交部发言人：巴基斯坦陆军参谋长穆尼尔是外交进程的延续，不能说这必然意味着我们已经到达了一个转折点或决定性状态。

is a news writer covering all things consumer tech. Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. Posts from this author will be added to your daily email digest and your homepage feed. Meta’s new Forum app for iPhones takes Facebook Groups and moves them to a dedicated app with a dedicated AI chatbot to go with it, like an AI revamp of the ill-fated Groups app Facebook shut down in 2017. Rather than going to ChatGPT or tacking “Reddit” onto the end of a Google search, Forum users can view, search for, and post advice directly in their Facebook groups, with optional help from Meta’s AI. Verge editor Thomas Ricker’s interests include portable batteries and solar power. Screenshot: Thomas Ricker After logging in with my Facebook account, Forum automatically pulled in the groups I was part of on Facebook and populated my feed with posts from those groups, along with suggestions from groups I’m not part of, similar to my Reddit feed, although without Reddit’s pseudonymity. Groups aren’t front-and-center in Facebook, so I wasn’t surprised to find some on my list that I had completely forgotten about. Aside from the feed, you can also view a mini version of your Facebook profile that just shows your group posts, browse new groups, and post directly to specific groups. Forum’s AI chatbot lives under the “Ask” tab, where you can get AI-generated responses pulling from posts to various Facebook groups, similar to the way Google’s search results and AI overviews pull from the Reddit content it licenses and other sources on the internet. To try it out, I asked the AI a few questions about Magic: The Gathering. Meta’s chatbot referenced posts from a couple Magic groups I’m in, and gave generally sound advice, with suggestions for groups in my area of New Jersey. The results included the posts the AI references, so you can tap them to view the full conversation around those posts. Meta communications manager Feryal Hemamda confirmed Forum...

Buy These ETFs as NVIDIA Posts Record Q1 Revenues, Beats on Earnings The Globe and Mail

格隆汇5月23日｜美国贸易代表格里尔：下周在墨西哥城举行的美墨加协定（USMCA）谈判将重点关注原产地规则和经济安全。

Key Points Cava's first-quarter same-restaurant sales jumped 9.7%, a sharp turnaround from 0.5% growth in the prior quarter. Management raised its full-year guidance for new restaurant openings, same-restaurant sales, and adjusted EBITDA. The stock's premium valuation leaves little margin for error. 10 stocks we like better than Cava Group › Shares of Cava Group (NYSE: CAVA) initially soared after the Mediterranean fast-casual chain reported fiscal first-quarter results Tuesday afternoon, with the stock opening Wednesday's session at nearly $87. The reaction made sense: revenue jumped 32% year over year, same-restaurant sales reaccelerated to 9.7% from just 0.5% in the prior quarter, and management raised its full-year outlook on nearly every line that matters. But the bulk of that early surge has since faded. As of this writing, the stock is trading at about $81 -- only modestly above where it closed before Cava's earnings release. 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 » So, with the underlying business clearly accelerating again, is the stock still a buy? A sharp reacceleration Net revenue in Cava's fiscal first quarter (the period ended April 19, 2026) rose 32.2% year over year to $434.4 million. The bigger story, however, was same-restaurant sales, which grew 9.7% -- a huge rebound. Just look at how same-restaurant sales played out over the chain's last five quarters: 10.8% in fiscal Q1 2025, 2.1% in fiscal Q2, 1.9% in fiscal Q3, and a mere 0.5% in fiscal Q4 2025. That final reading even included a 1.4% decline in guest traffic. Some investors may have feared Cava was on the verge of posting its first negative comparable sales figure since going public. Instead, the chain blew past expectations. The 9.7% growth was driven by a 6.8% rise in guest traffic, with menu prices and product mi...

Rigetti Computing (NASDAQ: RGTI) stock is roaring higher in Wednesday's trading thanks to multiple positive catalysts. The quantum computing specialist's share price was up 10.9% as of 3:30 p.m. ET. Shares had been up as much as 20.6% earlier in the daily session. Rigetti's valuation is getting a huge boost today after Nvidia CEO Jensen Huang made comments suggesting that quantum computing technologies could be ready to take off. The stock is also getting a lift from better-than-expected inflation data released by the Bureau of Labor Statistics (BLS) today. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Nvidia's Jensen Huang suggests quantum computing could be ready to take off Nvidia kicked off its GTC Paris developers conference this morning, and CEO Jensen Huang had some promising things to say about the trajectory of quantum computing technologies. "Quantum computing is reaching an inflection point," Huang said in his keynote speech for the conference this morning. The CEO's comments kicked off another powerful rally for quantum computing stocks, and Rigetti's valuation has surged thanks to the catalyst. The latest inflation data looks like a bullish indicator for Rigetti stock The Bureau of Labor Statistics published May's consumer price index (CPI) inflation data this morning, and the results seem to bode well for Rigetti Computing stock. Core CPI, which is a measure for inflation that looks at prices for a combination of goods and excludes food and energy expenses, rose at a 2.8% annual rate last month. Core CPI inflation ticked up just 0.1% compared to April's figure. Meanwhile, economists had expected that annual inflation for core CPI would be up 2.9% and that monthly inflation would be up 0.2%. Core CPI came in cooler than expected, and this seemingly supports the notion that the Federal Reserve is seeing economic data that leaves the door open for an interest rate cut...

格隆汇5月23日｜伊朗外交部发言人：来自卡塔尔的代表团目前正在与伊朗外交部长进行会谈，但巴基斯坦方面仍是谈判中的调解方。

当地时间周五，美国总统特朗普强调，他希望凯文·沃什（Kevin Warsh）独立领导美联储，意在淡化投资者的担忧。市场担心，特朗普会在政策决定上向这位美联储新掌门人施压。 沃什承诺将对美联储进行数十年来最大规模的整顿。周五，他在白宫举行的仪式上宣誓就任美联储第17任主席。 特朗普在宣誓仪式上说道： 预计沃什将是一位伟大的美联储主席，沃什将从今天开始领导美联储，没有人比沃什更适合领导美联储，沃什对美联储的尊重是最深的。 我希望凯文完全独立。我希望他独立行事，把工作做好。别看我，别看任何人，只管放手去做，把工作做好。 凯文将捍卫美联储的诚信。他们会做出自己的决定，希望能做好，但他们会全程听取凯文的意见。 沃什接手之际，正值美国经济和美联储处于紧张时刻。受中东战争对能源供应影响的推动，美国物价压力近几个月再度加速上升。周五公布的最新数据显示，消费者对长期通胀的预期跃升至七个月来的最高水平，投资者现在预计美联储将在12月前加息。 与此同时，过去一年来，美联储一直因降息不够迅速而遭到特朗普的抨击。在仪式期间，特朗普批评美联储“被远离其核心使命和职责的问题所分心”，比如气候变化和多元化倡议，但他没有就利率决定发表评论。 美国持续的通胀和政治压力这一背景，已在投资者和分析师中引发对美联储独立性受到威胁的担忧。在美联储主席职位的确认听证会上，沃什一再承诺将独立行事，尽管他批评美联储存在他所谓的“使命漂移”，并对其应对疫情期间通胀飙升的方式表示不满。 特朗普的一些盟友热切希望帮助沃什避免重蹈即将离任的主席鲍威尔（Jerome Powell）的覆辙。自特朗普第一个任期以来，鲍威尔一直是他最喜欢的攻击对象之一。一些对市场波动敏感、并深知美联储独立性对债券交易员重要性的官员，如美国财政部长斯科特·贝森特（Scott Bessent）和福克斯商业频道的Larry Kudlow，已公开发表言论，为沃什暂时维持利率不变提供了掩护。 媒体援引知情人士透露，类似的信息也已通过私下渠道传达，而且这一努力可能正在奏效，至少目前如此。 即便特朗普表示希望沃什保持独立，他也巧妙地鼓励沃什在经济快速扩张时不要从中作梗： 与他的某些前任不同，凯文明白当经济蓬勃发展时，那是一件好事。我们不必反应过度，让它蓬勃发展就好。我们希望它蓬勃发展。 美联储是全球金融体系的支柱。 此外，特朗普在美股周五收盘之后宣称：“我现在...