Key Points The healthcare solutions specialist is also on track to top analyst estimates for the full year. The company saw growth in several key client segments. 10 stocks we like better than Agilent Technologies › Agilent Technologies (NYSE: A) had a Thursday to remember, at least as far as its equity was concerned. The medical device and healthcare tech specialist posted its latest quarterly ea...
Key Points The healthcare solutions specialist is also on track to top analyst estimates for the full year. The company saw growth in several key client segments. 10 stocks we like better than Agilent Technologies › Agilent Technologies (NYSE: A) had a Thursday to remember, at least as far as its equity was concerned. The medical device and healthcare tech specialist posted its latest quarterly earnings report just after market close the previous day, and investors reacted very positively to it in Thursday's trading session. Their exuberance lifted the share price by nearly 17%. Quite a healthy quarter Agilent booked revenue of $1.83 billion in its fiscal second quarter of 2026, up 10% year over year. Its net income not under generally accepted accounting principles (GAAP) saw a steeper rise, advancing by 14% to $423 million, or $1.49 per share. 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 » With those figures, Agilent beat the average analyst estimates on both the top and bottom lines. Prognosticators tracking the stock were modeling $1.8 billion in revenue and $1.41 per share in non-GAAP (adjusted) net income. All three of Agilent's reporting units saw revenue growth during the quarter, hence the double-digit improvements. This was led by the Applied Markets Group with a 14% rise to $344 million. Close behind was the life sciences and diagnostics segment, which saw a 12% boost to $732 million. Finally, Agilent CrossLab's take increased by 6% to $759 million. Sunny future With these tailwinds at its back, Agilent management lifted the bottom end of its full-year 2026 revenue guidance; the range now stands at $7.39 billion to $7.49 billion. It made a more dramatic change to its adjusted net income projection, upping it to $6 to $6.10 per share from the previous estimate of $5.90 to $6.04. It's im...
A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell. Funds bound by a 10% single-stock cap rule have increasingly hit those limits as the two South Korean chipmakers touch daily highs. Among them are GAM Investment Management in Zurich and Jupiter Asset Management in Si...
A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell. Funds bound by a 10% single-stock cap rule have increasingly hit those limits as the two South Korean chipmakers touch daily highs. Among them are GAM Investment Management in Zurich and Jupiter Asset Management in Singapore, which have reluctantly reshuffled portfolios to stay compliant. Analysts attribute the record foreign outflows this year to this mechanical selling pressure as funds rebalance, adding to already-high volatility. The dynamic also underscores just how crowded the trade has become, with investors piling into the artificial-intelligence frenzy that’s pushed both chipmakers to cross $1 trillion valuation. The problem has left investors looking for alternatives. “Investors may seek to indirectly expand semiconductor exposure through affiliates, holding companies, or insurers with significant stakes in the two companies,” said Ha SeokKeun , chief investment officer at Eugene Asset Management in Seoul. For asset managers, diversification rules prevent outsized bets. Exposure to a single stock is typically capped at 10% of assets, while positions above 5% cannot, in aggregate, exceed 40% of a portfolio. While designed to curb concentration risk, First Eagle Investments’ Portfolio Manager Christian Heck says it also could cause selling even if funds remain constructive on the underlying stocks. The constraints are showing up in how money managers are responding to the gains. “We are taking profit more from a portfolio construction point of view, and this is one of the risks,” said Florian Neto , Amundi SA’s head of investment for Asia. “I think those stocks have been moving so fast in terms of market cap that they’re getting to levels that investors need to sell because they need diversification.” Position limits have long been an issue for investors of Taiwan Semiconductor ...
(Bloomberg) -- A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell. Most Read from Bloomberg Funds bound by a 10% single-stock cap rule have increasingly hit those limits as the two South Korean chipmakers touch daily highs. Among them are GAM Investment Management in Z...
(Bloomberg) -- A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell. Most Read from Bloomberg Funds bound by a 10% single-stock cap rule have increasingly hit those limits as the two South Korean chipmakers touch daily highs. Among them are GAM Investment Management in Zurich and Jupiter Asset Management in Singapore, which have reluctantly reshuffled portfolios to stay compliant. Analysts attribute the record foreign outflows this year to this mechanical selling pressure as funds rebalance, adding to already-high volatility. The dynamic also underscores just how crowded the trade has become, with investors piling into the artificial-intelligence frenzy that’s pushed both chipmakers to cross $1 trillion valuation. The problem has left investors looking for alternatives. “Investors may seek to indirectly expand semiconductor exposure through affiliates, holding companies, or insurers with significant stakes in the two companies,” said Ha SeokKeun, chief investment officer at Eugene Asset Management in Seoul. For asset managers, diversification rules prevent outsized bets. Exposure to a single stock is typically capped at 10% of assets, while positions above 5% cannot, in aggregate, exceed 40% of a portfolio. While designed to curb concentration risk, First Eagle Investments’ Portfolio Manager Christian Heck says it also could cause selling even if funds remain constructive on the underlying stocks. The constraints are showing up in how money managers are responding to the gains. “We are taking profit more from a portfolio construction point of view, and this is one of the risks,” said Florian Neto, Amundi SA’s head of investment for Asia. “I think those stocks have been moving so fast in terms of market cap that they’re getting to levels that investors need to sell because they need diversification.” Position limits have long been an issue ...
Earnings Call Insights: U-Haul Holding Company (UHAL) Q4 fiscal 2026 Management View Jason Berg (Chief Financial Officer) said the company “reported a fourth quarter loss of $128 million” and “full year fiscal 2026 earnings were $83 million,” and attributed a major portion of the quarterly EPS decline to fleet depreciation, noting “depreciation on the truck fleet… went from $181 million… to $221 m...
Earnings Call Insights: U-Haul Holding Company (UHAL) Q4 fiscal 2026 Management View Jason Berg (Chief Financial Officer) said the company “reported a fourth quarter loss of $128 million” and “full year fiscal 2026 earnings were $83 million,” and attributed a major portion of the quarterly EPS decline to fleet depreciation, noting “depreciation on the truck fleet… went from $181 million… to $221 million.” Berg said Moving and Storage adjusted EBITDA for the quarter “increased $6 million… to $223 million,” while full-year Moving and Storage adjusted EBITDA “increased $26 million to $1.646 billion,” alongside “equipment rental revenue… increased $12 million” in the quarter and storage revenue “up $16 million… a 7% increase.” Berg highlighted capital allocation changes, saying “the U-Haul Holding Company Board of Directors authorized a $350 million share repurchase plan” and tied it to lower growth spending: “The planned decreases in our growth CapEx this coming year allow us to allocate capital to this program.” Outlook Berg said fiscal 2027 equipment plans “do not include growth of the truck fleet,” while “projections… include growth of the U-Box container fleet and our new toy hauler trailer,” adding: “We estimate for next fiscal year a decrease in new purchases, net of sales somewhere around $560 million.” On depreciation trajectory, Berg indicated, “the upcoming year of no planned growth will lead to a natural decline in depreciation over the course of the year,” while decisions on cargo vans would be guided by “the resale market and manufacturer pricing… as to whether we need to extend the holding period next year… and reduce future purchases.” In Q3, management referenced “initial estimates for next fiscal year… a decrease in new truck purchases somewhere north of $500 million,” and Q4 updated the framework to explicitly “no planned growth” in the truck fleet and a net purchasing decline estimate. Financial Results Berg reported quarterly EPS of “a loss of $0.65...
Key Points AMD is just at the start of a huge opportunity with inference and agentic AI. Micron is riding a powerful memory cycle that shows no signs of letting up anytime soon. 10 stocks we like better than Advanced Micro Devices › Two of the hottest stocks in the market right now are Advanced Micro Devices(NASDAQ: AMD) and Micron(NASDAQ: MU). And according to some Wall Street analysts, these sto...
Key Points AMD is just at the start of a huge opportunity with inference and agentic AI. Micron is riding a powerful memory cycle that shows no signs of letting up anytime soon. 10 stocks we like better than Advanced Micro Devices › Two of the hottest stocks in the market right now are Advanced Micro Devices(NASDAQ: AMD) and Micron(NASDAQ: MU). And according to some Wall Street analysts, these stocks still have more room to run. Baird analyst Tristan Gerra has a street-high $625 price target on AMD, up from $300 ahead of the company's early May earnings report, representing about 25% from here (as of May 26). Meanwhile, UBS analyst Timothy Arcuri just tripled his price target on Micron from $535 to $1,625, representing around 80% upside. 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 » Let's take a look at why these two artificial intelligence (AI) stocks are so hot right now and whether or not it's too late to get in. AMD: A huge inference and agentic AI opportunity AMD is riding two of the most powerful trends in AI right now in inference and agentic AI. These markets are just starting to boom, and AMD is well-positioned to see explosive growth in the coming years as a result. While rival Nvidia has dominated the AI model training market, helped by most foundational AI code being written on its CUDA software platform, inference is less technologically demanding and tends to be more memory-bound than compute-bound. With hyperscalers looking to diversify away from Nvidia and looking for all the compute power they can get their hands on, AMD is set to be a big beneficiary. Its chiplet design can pack in more high-bandwidth memory (HBM), making its graphics processing units (GPUs) well-suited for inference. Meanwhile, it has already signed large GPU deals worth over $100 billion each, which should be...
Key Points AMD is just at the start of a huge opportunity with inference and agentic AI. Micron is riding a powerful memory cycle that shows no signs of letting up anytime soon. 10 stocks we like better than Advanced Micro Devices › Two of the hottest stocks in the market right now are Advanced Micro Devices (NASDAQ: AMD) and Micron (NASDAQ: MU). And according to some Wall Street analysts, these s...
Key Points AMD is just at the start of a huge opportunity with inference and agentic AI. Micron is riding a powerful memory cycle that shows no signs of letting up anytime soon. 10 stocks we like better than Advanced Micro Devices › Two of the hottest stocks in the market right now are Advanced Micro Devices (NASDAQ: AMD) and Micron (NASDAQ: MU). And according to some Wall Street analysts, these stocks still have more room to run. Baird analyst Tristan Gerra has a street-high $625 price target on AMD, up from $300 ahead of the company's early May earnings report, representing about 25% from here (as of May 26). Meanwhile, UBS analyst Timothy Arcuri just tripled his price target on Micron from $535 to $1,625, representing around 80% upside. 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 » Let's take a look at why these two artificial intelligence (AI) stocks are so hot right now and whether or not it's too late to get in. AMD: A huge inference and agentic AI opportunity AMD is riding two of the most powerful trends in AI right now in inference and agentic AI. These markets are just starting to boom, and AMD is well-positioned to see explosive growth in the coming years as a result. While rival Nvidia has dominated the AI model training market, helped by most foundational AI code being written on its CUDA software platform, inference is less technologically demanding and tends to be more memory-bound than compute-bound. With hyperscalers looking to diversify away from Nvidia and looking for all the compute power they can get their hands on, AMD is set to be a big beneficiary. Its chiplet design can pack in more high-bandwidth memory (HBM), making its graphics processing units (GPUs) well-suited for inference. Meanwhile, it has already signed large GPU deals worth over $100 billion each, which should ...
The i Paper also runs the story of Burnham, who it says "hits back at Blair and Starmer" in its lead spot. It says he accused the former Prime Minister Sir Tony of "failing to understand the cost of living crisis". Burnham is also quoted as saying that the "London set" has "run Labour for too long".
The i Paper also runs the story of Burnham, who it says "hits back at Blair and Starmer" in its lead spot. It says he accused the former Prime Minister Sir Tony of "failing to understand the cost of living crisis". Burnham is also quoted as saying that the "London set" has "run Labour for too long".