Enertopia Corporation ( ENRT ) said on Friday that it intends to complete a non-brokered private placement equity financing for gross proceeds of up to CAD $800,000. The company intends to offer 4M units priced at CAD$0.20, with each unit consisting of one common share of the company and one non-transferable share purchase warrant, with each whole warrant entitling the holder to purchase one addit...
Enertopia Corporation ( ENRT ) said on Friday that it intends to complete a non-brokered private placement equity financing for gross proceeds of up to CAD $800,000. The company intends to offer 4M units priced at CAD$0.20, with each unit consisting of one common share of the company and one non-transferable share purchase warrant, with each whole warrant entitling the holder to purchase one additional common share of the company for a period of 24 months from the date of issuance at a purchase price of $0.20. Enertopia intends to use the proceeds of the offering for accelerating the development opportunities of the company's portfolio of patent and patent-pending hydrogen technologies, investigation of acquisition opportunities, and general corporate and working capital purposes. Source: Press Release More on Enertopia Corp. Financial information for Enertopia Corp.
SalineeChot/iStock via Getty Images Every now and then I receive negative feedback about my investment strategy and how irrational it is in the context of my age. Namely, many investors cannot understand why someone in their 30s would avoid growth assets like large-cap tech and AI. Trust me, I completely understand the theoretical justification of skewing portfolio allocations toward growth at a r...
SalineeChot/iStock via Getty Images Every now and then I receive negative feedback about my investment strategy and how irrational it is in the context of my age. Namely, many investors cannot understand why someone in their 30s would avoid growth assets like large-cap tech and AI. Trust me, I completely understand the theoretical justification of skewing portfolio allocations toward growth at a relatively young age. There is a decent list of arguments against income-based investing: For example: Almost anything outside Roth 401(k) comes with a tax drag due to immediate taxation on received income. By de-emphasizing growth factors, one automatically loses access to such multi-baggers as Nvidia Corporation ( NVDA ), Sandisk Corporation ( SNDK ), Micron ( MU ), etc. There is a well-established theory by Modigliani and Miller that argues that dividends are irrelevant in the value-creation process. So, "wealth management 101" says that investors who are in the early accumulation phase should strive to maximize the total long-term return result by leaning into growth assets and putting less emphasis on bonds and yield-focused picks. The further out in the future the retirement date is, the more volatility (and risks) investors should be able to stomach. And then the idea is that once the "freedom" date kicks in, investors could apply the " 4% rule " by withdrawing 4% of funds from a larger (thanks to growth compounding) asset base to, among other things, mitigate longevity risk. Understanding and appreciating all this, I have still chosen the income-based investing path. Investing from a risk management perspective At the end of the day, investing is all about risk management. For example, we invest to avoid the risk of not being able to meet our spending needs upon retirement or to have some cushion in place to weather periods of no regular income. However, in the asset management space and, frankly speaking, for many investors out there, risk gets measured and managed ...
JLGutierrez/E+ via Getty Images Inflation has climbed in the wake of the energy shock stemming from the Middle East, and economists expect the upward pressure to persist in the months ahead. The Federal Reserve is monitoring the data closely, but it left interest rates unchanged at its most recent policy meeting late last month. The Fed funds futures market is still assigning high odds to the Fed ...
JLGutierrez/E+ via Getty Images Inflation has climbed in the wake of the energy shock stemming from the Middle East, and economists expect the upward pressure to persist in the months ahead. The Federal Reserve is monitoring the data closely, but it left interest rates unchanged at its most recent policy meeting late last month. The Fed funds futures market is still assigning high odds to the Fed holding steady at the next several meetings. The question now is how high inflation will rise before the central bank feels compelled to resume rate hikes. One reason the Fed prefers to wait before tightening policy is the relatively stable pace of inflation in the so‑called core measures of pricing pressure. Although headline inflation—which includes food and energy—has turned sharply higher since the war began, core measures have remained comparatively steady. The case for central banks focusing on core inflation is that these measures provide a more reliable read on underlying trends, offering a more practical benchmark for setting monetary policy. Not everyone agrees with this approach, but as long as core inflation remains stable, the Fed can argue that additional rate hikes aren’t yet warranted. The Fed reportedly emphasizes the core Personal Consumption Expenditures (PCE) Price Index, which tracks changes in the price of goods and services purchased by households, excluding the more volatile categories of food and energy. But several variations of core inflation exist, and monitoring a range of alternatives can provide a clearer sense of how conditions are evolving—and how those changes may influence the timing of future rate increases. For context, the chart below highlights the median year‑over‑year change for six core inflation indexes. Each index has its own strengths and weaknesses—see the links at the end of this article for details. It’s debatable whether any single measure is superior, so tracking the median is a useful starting point. In April, the median ro...
Bitcoin (BTC +0.20%), the world's most valuable cryptocurrency, reached its record high of about $126,000 last October. But as of this writing, it trades at around $77,000. That pullback can be attributed to macro headwinds, high Treasury yields that drove investors away from cryptocurrencies and other speculative investments, and the Fed's reluctance to cut rates. Profit takers at the top also ex...
Bitcoin (BTC +0.20%), the world's most valuable cryptocurrency, reached its record high of about $126,000 last October. But as of this writing, it trades at around $77,000. That pullback can be attributed to macro headwinds, high Treasury yields that drove investors away from cryptocurrencies and other speculative investments, and the Fed's reluctance to cut rates. Profit takers at the top also exacerbated that selling pressure by triggering leveraged liquidations. However, Bitcoin has still risen roughly 17,210% over the past ten years. It went through some wild year-to-year swings, but investors who were shaken out by those previous pullbacks left a lot of money on the table. Therefore, I believe investors who buy Bitcoin today -- as the bulls look the other way -- could still reap substantial gains toward an earlier retirement. What sets Bitcoin apart from other cryptocurrencies? Bitcoin is still mined using the energy-intensive proof-of-work (PoW) consensus mechanism. It has a maximum supply of 21 million tokens, and over 20 million of them have already been mined. The final Bitcoin will be mined in 2140. Bitcoin was originally mined with standard CPUs and GPUs, but that difficulty increased every four years as the blockchain's scheduled "halvings" cut its mining rewards in half. Today, it can only be mined profitably with powerful application-specific integrated circuit (ASIC) miners. That scarcity makes Bitcoin more comparable to gold than many other cryptocurrencies. Expand CRYPTO : BTC Bitcoin Today's Change ( 0.20 %) $ 152.27 Current Price $ 77246.00 Key Data Points Market Cap $1.5T Day's Range $ 76757.00 - $ 77917.00 52wk Range $ 60255.56 - $ 126079.89 Volume 26.3B Why could Bitcoin generate big long-term gains? As the first decentralized cryptocurrency, Bitcoin established a first-mover advantage in the cryptocurrency market. It's also the most widely adopted among retail and institutional investors, and a growing number of countries are recognizing it as...
Trump Sending 5,000 Additional Troops To Poland, After Same Number Reduced From Germany President Trump announced in a post on Truth Social late Thursday that he will send 5,000 additional troops to Poland , which has raised a lot of questions and introduced some level of confusion, given this is precisely the same number of troops the Pentagon has announced it plans to pull out of Germany. "Based...
Trump Sending 5,000 Additional Troops To Poland, After Same Number Reduced From Germany President Trump announced in a post on Truth Social late Thursday that he will send 5,000 additional troops to Poland , which has raised a lot of questions and introduced some level of confusion, given this is precisely the same number of troops the Pentagon has announced it plans to pull out of Germany. "Based on the successful Election of the now President of Poland, Karol Nawrocki, who I was proud to Endorse, and our relationship with him, I am pleased to announce that the United States will be sending an additional 5,000 Troops to Poland ," Trump wrote . Weeks ago, the White House began threatening a significant and historic force reduction from Germany , following Berlin officials' repeat criticisms of the US-Israeli war against Iran . This was initially presented in media reports as part of a broader drawdown from Europe, but now it appears US forces are just being shifted around, and with 5,000 to be placed closer to Russia . All of this was first reported and confirmed by Punchbowl News' Briana Reilly, citing the words of House Armed Services Committee Chairman Rep. Mike Rogers (R-AL)... HASC Chair Rogers said the 5k troops will be moved from Germany to Poland. This is separate from the delayed deployment of the Texas-based Army brigade. https://t.co/LTLsgSrDAe — Briana Reilly (@briana_reilly) May 21, 2026 Rogers indicated that the 5,000 new troops for Poland will be in addition to the delayed deployment of 4,000 US Army soldiers to Poland. As it stands, reports from a week ago suggest that the 4,000 has been paused or even canceled , with Pentagon commanders cited in media reports saying they were "blindsided" by the decision . Some of this surprise and frustration was echoed in public, with Lt. Gen. Ben Hodges, the former commander of the U.S. Army in Europe, stating that the Army’s role in Europe "is all about deterring the Russians, protecting America’s strategic inte...
HJBC/iStock Editorial via Getty Images TotalEnergies ( TTE ) is exploring selling a 50% stake in some of its European renewables assets, as it seeks a partner for its green investments, Bloomberg reported Friday. The company is working with advisors to sell the interest in 1.2 GW of solar and wind farms in France, Germany, Poland, and Spain, according to the report , which also said a deal could f...
HJBC/iStock Editorial via Getty Images TotalEnergies ( TTE ) is exploring selling a 50% stake in some of its European renewables assets, as it seeks a partner for its green investments, Bloomberg reported Friday. The company is working with advisors to sell the interest in 1.2 GW of solar and wind farms in France, Germany, Poland, and Spain, according to the report , which also said a deal could fetch several hundred million euros. While European peers BP and Shell have toned down their clean energy ambitions due to disappointing returns, TotalEnergies ( TTE ) is moving ahead with its diversification strategy in which power will represent ~20% of its energy output by 2030. The company last year agreed to sell a 50% stake in 1.4 GW of North American solar assets and 50% stakes in smaller portfolios of renewable assets in some European countries; this year, it agreed to sell a stake in a portfolio of German battery projects, and agreed with Abu Dhabi's Masdar to pool onshore renewable energy assets in nine Asian countries. More on TotalEnergies TotalEnergies Q1 2026 Earnings Call Transcript TotalEnergies: Nearing Or At A Cyclic Peak (Rating Downgrade) TotalEnergies Has Future Growth Potential
Hi, it’s Manuel Baigorri in Hong Kong, where I spoke to the head of the financial institutions group in Asia at Jefferies, who is also a Hyrox champion. And, Estee Lauder and Puig have walked away from a multibillion-dollar merger. Today’s top stories GBL backs CVC offer to buy Italy’s Recordati for $12 billion. Estee Lauder and Puig end merger talks without agreement. H.B. Fuller to bid over £600...
Hi, it’s Manuel Baigorri in Hong Kong, where I spoke to the head of the financial institutions group in Asia at Jefferies, who is also a Hyrox champion. And, Estee Lauder and Puig have walked away from a multibillion-dollar merger. Today’s top stories GBL backs CVC offer to buy Italy’s Recordati for $12 billion. Estee Lauder and Puig end merger talks without agreement. H.B. Fuller to bid over £600 million for AMS in health push. Oura files confidentially for IPO as smart ring sales surge. OHB, KNDS weigh tweaks to share sale timetables to avoid SpaceX. Deals racer Investment bankers, like a lot of people, are drinking and smoking less and sweating more, and one sport that has caught on among busy, competitive dealmakers is Hyrox. For Michael Melly, the head of the Asia Pacific Financial Institutions Group at Jefferies , the popular competition that combines running with workout stations has become a critical part of his daily life. In just four years, he has completed 67 Hyrox races, reaching the podium in 40 of those and winning 22. He has also qualified for Hyrox world championships in Nice, Chicago and Stockholm. Achieving that while keeping up with the highly demanding life of an investment banker means Melly often misses the prize ceremony because he needs to dash for the airport to get to his next business pitch. Having joined Jefferies from JPMorgan late last year, he’s already winning M&A and IPO deal mandates across the region. “FIG dealmaking in APAC remains very active despite the macro backdrop and global volatility,” Melly says, citing three key pockets of activity. Global players are eyeing wealth and asset management acquisitions to gain exposure to Asia’s economic growth and rising spending power. Meanwhile, financial firms in North Asia, particularly Japan, are looking for diversification and expansion across Southeast Asia, India, Europe and the US. There’s also a flurry of M&A and capital markets activity in digital assets, from crypto exchanges t...
The phrase "sell in May and go away" dates all the way back to 18th-century England. In short, people in London's financial district thought they could sell their stocks in the spring, get away to enjoy the summer months, and resume business in the fall by getting back into the market. Over time, that's evolved into the idea that investors should sell their stocks in May and buy back in November. ...
The phrase "sell in May and go away" dates all the way back to 18th-century England. In short, people in London's financial district thought they could sell their stocks in the spring, get away to enjoy the summer months, and resume business in the fall by getting back into the market. Over time, that's evolved into the idea that investors should sell their stocks in May and buy back in November. The May-to-November window is when stocks have traditionally underperformed. Month Average Return 1950-2024 January 1.07% February (0.01%) March 1.13% April 1.46% May 0.30% June 0.11% July 1.28% August (0.01%) September (0.72%) October 0.91% November 1.82% December 1.49% Data source: YCharts. May, June, August, and September are four of the five worst-performing months for the S&P 500 (^GSPC +0.62%). But here's the problem with this idea of selling and then buying back in a few months later. You may be avoiding the historically underperforming months, but "underperforming" doesn't equal nonperforming. Of the six months from May to October, four of them have averaged positive returns since 1950. Only September has averaged a meaningfully negative return. By being out of the market during that six-month time frame, you'd be passing up what's likely to be positive returns from the stock market. And returns could be higher during any given year. Buy and hold still wins out While you could argue that there's a weak seasonal pattern here, it's not nearly enough to justify getting out of the stock market for half of every year. Here's a very rudimentary example to consider. If you invest $10,000 in the S&P 500, earn the index's long-term average annual return of 10%, and keep it invested for 30 years, you'll end up with around $174,000. That's not guaranteed to happen, but it lets us do some math. Let's say then that since you're out of the market for half of each year you earn half the return, or 5% annually. In that case, a $10,000 investment held for 30 years turns into just $4...
Keysight Technologies, Inc. KEYS reported strong results for the second quarter of fiscal 2026, with adjusted earnings and revenues exceeding the Zacks Consensus Estimate. The company benefited from robust demand across AI data center, semiconductor, wireless and defense markets, driving record quarterly orders and revenues. Non-GAAP earnings were $2.87 per share, up 69% year over year and ahead o...
Keysight Technologies, Inc. KEYS reported strong results for the second quarter of fiscal 2026, with adjusted earnings and revenues exceeding the Zacks Consensus Estimate. The company benefited from robust demand across AI data center, semiconductor, wireless and defense markets, driving record quarterly orders and revenues. Non-GAAP earnings were $2.87 per share, up 69% year over year and ahead of the Zacks Consensus Estimate of $2.33 by 23.18%. Revenues increased 31% year over year to a record $1.72 billion and surpassed the consensus estimate of $1.64 billion by 4.7%. Total orders reached an all-time high of $2.05 billion, reflecting accelerating customer demand. Keysight Technologies Inc. Price, Consensus and EPS Surprise Keysight Technologies Inc. price-consensus-eps-surprise-chart | Keysight Technologies Inc. Quote Keysight's Communications Unit Drives Growth The Communications Solutions Group remained the largest contributor to overall performance. Segment revenues rose 35% year over year to $1.231 billion. Commercial Communications revenues climbed 40% to $858 million, benefiting from AI-driven networking investments and strong demand for wireline and wireless testing solutions. Aerospace, Defense and Government revenues increased 24% to $373 million, supported by radar, electronic warfare, satellite and autonomous systems programs across the Americas and Europe. The segment generated an operating margin of 33.4%, expanding 750 basis points from the prior-year quarter as higher volume and operating leverage boosted profitability. KEYS Industrial Markets Maintain Healthy Momentum The Electronic Industrial Solutions Group reported revenues of $486 million, up 24% year over year. Growth reflected strength across semiconductor, automotive and general electronics markets. Demand for wafer and lithography solutions accelerated as customers increased investments in advanced chip architectures and production ramps. Automotive and energy markets also contributed, sup...
Few mega-caps have ridden the AI infrastructure wave as cleanly as Broadcom (NASDAQ:AVGO). With AI semiconductor revenue compounding at triple-digit rates and CEO Hock Tan publicly targeting $100 billion in AI sales by 2027, the question is no longer whether the company can grow, but how much of that growth is already priced in. Our ... This Will be Broadcom’s Stock Price In 2030
Few mega-caps have ridden the AI infrastructure wave as cleanly as Broadcom (NASDAQ:AVGO). With AI semiconductor revenue compounding at triple-digit rates and CEO Hock Tan publicly targeting $100 billion in AI sales by 2027, the question is no longer whether the company can grow, but how much of that growth is already priced in. Our ... This Will be Broadcom’s Stock Price In 2030
Quick Read Broadcom (AVGO) reported Q1 FY2026 revenue of $19.31B (+29% YoY) with AI semiconductor revenue surging 106% YoY to $8.40B and adjusted EBITDA margin reaching a record 68%, while CEO Hock Tan disclosed line of sight to AI chip revenue exceeding $100B in 2027 with capacity secured through 2028. Broadcom’s growth trajectory hinges on hyperscaler AI capex sustaining current spending levels ...
Quick Read Broadcom (AVGO) reported Q1 FY2026 revenue of $19.31B (+29% YoY) with AI semiconductor revenue surging 106% YoY to $8.40B and adjusted EBITDA margin reaching a record 68%, while CEO Hock Tan disclosed line of sight to AI chip revenue exceeding $100B in 2027 with capacity secured through 2028. Broadcom’s growth trajectory hinges on hyperscaler AI capex sustaining current spending levels and custom silicon deployments at major customers hitting their targets through 2027. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Broadcom wasn't one of them. Get them here FREE. Few mega-caps have ridden the AI infrastructure wave as cleanly as Broadcom (NASDAQ:AVGO). With AI semiconductor revenue compounding at triple-digit rates and CEO Hock Tan publicly targeting $100 billion in AI sales by 2027, the question is no longer whether the company can grow, but how much of that growth is already priced in. Our 24/7 Wall St. price target frames the answer. The 24/7 Wall St. price target for Broadcom is $480.71 over the next 12 months, pointing to 15.95% upside from the current price of $414.57. Our recommendation is buy, with confidence at 90%. 24/7 Wall St. Price Target Summary Metric Value Current Price $414.57 24/7 Wall St. Price Target $480.71 Upside 15.95% Recommendation BUY Confidence Level 90% A Record Quarter and a Cooling Stock AVGO is up 20.02% year to date and 81.91% over the past year, though shares have slipped 5.73% in the past week and sit 9% below the 52-week high of $442.36. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Broadcom wasn't one of them. Get them here FREE. Q1 FY2026 results, reported March 4, set the bull narrative. Revenue hit $19.31 billion, up 29.47% YoY, with non-GAAP EPS of $2.05 beating estimates. AI semiconductor revenue surged 106% YoY to $8.40 billion, and adjusted EBITDA margin reached a record 68%. Q2 guidance calls for revenue of $22 billion (+47% YoY) with AI revenue accelerating to $...
The stock market is a huge arena in which participants play different games. Some investors care about capital growth, while others want stability. And there are those that want the businesses they own to generate a steady income stream. There's a well-known company that might draw your interest. But is a 4.54% dividend yield enough to make this stock a buy for income investors? This business is e...
The stock market is a huge arena in which participants play different games. Some investors care about capital growth, while others want stability. And there are those that want the businesses they own to generate a steady income stream. There's a well-known company that might draw your interest. But is a 4.54% dividend yield enough to make this stock a buy for income investors? This business is entering a new market On May 11, Ford (F +3.37%) announced its new subsidiary, called Ford Energy. This segment will provide "battery energy storage systems (BESS) for utilities, data centers, and large industrial and commercial customers in the United States." The stock popped in the days following the news, probably driving excitement from investors about a potential artificial intelligence-fueled growth engine entering the mix. Despite the announcement, which is getting a lot of attention, Ford is still an auto manufacturer. And this is what affects its financial performance. It sold 457,000 cars, generated $43.3 billion in total revenue, and produced $2.5 billion of net income in Q1 (ended March 31). This is what supports its $0.15 quarterly dividend payout. Capital returns have been a priority for the executive team. Expand NYSE : F Ford Motor Company Today's Change ( 3.37 %) $ 0.45 Current Price $ 13.66 Key Data Points Market Cap $54B Day's Range $ 13.14 - $ 13.79 52wk Range $ 9.88 - $ 14.94 Volume 3.3K Avg Vol 56.4M Gross Margin 7.81 % Dividend Yield 4.39 % Cyclicality makes the dividend less safe Ford's recent push into BESS is an exciting development for investors. It shows that management is focused on leveraging its assets and expertise to position the business to benefit from a major technological trend. But this business is still a car company. And that comes with some disappointing realities. Ford's long-term revenue growth and profit trends are weak. And it faces intense competition from domestic and foreign rivals. Demand for new cars is also cyclical. Househ...
Key Points Leveraging its assets and expertise, this business is making a push into the battery storage market. Investors can’t forget that automotive revenue is the key driver of financial performance. Vehicle sales can be cyclical, which puts this company’s dividend at risk in an adverse economic scenario. 10 stocks we like better than Ford Motor Company › The stock market is a huge arena in whi...
Key Points Leveraging its assets and expertise, this business is making a push into the battery storage market. Investors can’t forget that automotive revenue is the key driver of financial performance. Vehicle sales can be cyclical, which puts this company’s dividend at risk in an adverse economic scenario. 10 stocks we like better than Ford Motor Company › The stock market is a huge arena in which participants play different games. Some investors care about capital growth, while others want stability. And there are those that want the businesses they own to generate a steady income stream. There's a well-known company that might draw your interest. But is a 4.54% dividend yield enough to make this stock a buy for income investors? 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 » This business is entering a new market On May 11, Ford (NYSE: F) announced its new subsidiary, called Ford Energy. This segment will provide "battery energy storage systems (BESS) for utilities, data centers, and large industrial and commercial customers in the United States." The stock popped in the days following the news, probably driving excitement from investors about a potential artificial intelligence-fueled growth engine entering the mix. Despite the announcement, which is getting a lot of attention, Ford is still an auto manufacturer. And this is what affects its financial performance. It sold 457,000 cars, generated $43.3 billion in total revenue, and produced $2.5 billion of net income in Q1 (ended March 31). This is what supports its $0.15 quarterly dividend payout. Capital returns have been a priority for the executive team. Cyclicality makes the dividend less safe Ford's recent push into BESS is an exciting development for investors. It shows that management is focused on leveraging its assets and expertise ...
Lumentum Holdings’ LITE expanding AI connectivity portfolio is becoming a major long-term growth driver, supported by surging hyperscaler demand for high-speed optical networking, AI interconnects and next-generation data center infrastructure. The company delivered record third-quarter fiscal 2026 revenues of $808 million, driven primarily by booming demand for transceivers and laser chips used i...
Lumentum Holdings’ LITE expanding AI connectivity portfolio is becoming a major long-term growth driver, supported by surging hyperscaler demand for high-speed optical networking, AI interconnects and next-generation data center infrastructure. The company delivered record third-quarter fiscal 2026 revenues of $808 million, driven primarily by booming demand for transceivers and laser chips used in AI clusters and cloud networking. It also emphasized that hyperscalers are increasingly shifting toward distributed “scale-across” AI architectures, creating strong demand for Lumentum’s pump lasers, narrow linewidth laser assemblies and wavelength-selective switches. These products are critical for enabling high-bandwidth synchronization across AI data centers while maintaining power efficiency and low latency. Lumentum is also benefiting from the accelerating adoption of 800G and emerging 1.6T optical connectivity solutions. Shipments of narrow linewidth laser assemblies grew more than 120% year over year, while pump laser shipments increased 80%. The company additionally achieved record EML laser chip shipments, with strong momentum in 200G-per-lane technologies. Notably, Lumentum is strengthening its manufacturing footprint to support sustained AI-driven demand. The acquisition of a fifth indium phosphide fab in North Carolina significantly expands long-term production capacity for AI optical networking products. Recent company updates further highlighted progress in co-packaged optics (CPO), optical circuit switching (OCS) and ultra-high-power laser technologies designed for next-generation AI infrastructure. The company has forecast revenues of between $960 million and $1.01 billion for the fourth quarter of fiscal 2026, reflecting ongoing progress across its AI networking portfolio. With its growing involvement in the next-generation AI infrastructure and high-speed optical interconnect markets, Lumentum appears well-positioned to sustain its growth ahead. How Riva...
For Immediate Release Chicago, IL – May 22, 2026 – Today, Zacks Investment Ideas feature highlights Tesla TSLA. SpaceX's Historic IPO: 5 Things You Need to Know SpaceX IPO Looms Elon Musk's SpaceX is the most highly anticipated initial public offering (IPO) in history. The blockbuster IPO will make its Nasdaq debut on June 12th, 2026, trading under the ticker SPCX. On Wednesday, SpaceX filed its I...
For Immediate Release Chicago, IL – May 22, 2026 – Today, Zacks Investment Ideas feature highlights Tesla TSLA. SpaceX's Historic IPO: 5 Things You Need to Know SpaceX IPO Looms Elon Musk's SpaceX is the most highly anticipated initial public offering (IPO) in history. The blockbuster IPO will make its Nasdaq debut on June 12th, 2026, trading under the ticker SPCX. On Wednesday, SpaceX filed its IPO prospectus (S-1 filing). Below are 5 things to know about SpaceX before it goes public: 1. Total Addressable Market (TAM): From the SpaceX S-1: "We believe we have identified the largest actionable total addressable market in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates." 2. Valuation Expectation: PolyMarket bettors expect that SpaceX's IPO valuation will be $2.3 trillion, which would make it the largest IPO in history – by far. 3. SpaceX Has a $15 Billion/Year Side Business: Anthropic, the fastest growing AI company, has agreed to pay SpaceX $1.25 billion per month through May 2029 for AI compute capacity. 4. Tesla SpaceX Ownership: Tesla owns ~19 million shares of SpaceX Class A common stock valued at ~$2 billion. However, if SpaceX meets its expected valuation, the value of these shares will explode to $10 billion or more, making for a windfall gain for Elon Musk's other company. Meanwhile, SpaceX CEO Elon Musk owns ~42% of SpaceX's equity and will maintain firm control of the company with his 85% ...
Lumentum Holdings’ LITE expanding AI connectivity portfolio is becoming a major long-term growth driver, supported by surging hyperscaler demand for high-speed optical networking, AI interconnects and next-generation data center infrastructure. The company delivered record third-quarter fiscal 2026 revenues of $808 million, driven primarily by booming demand for transceivers and laser chips used i...
Lumentum Holdings’ LITE expanding AI connectivity portfolio is becoming a major long-term growth driver, supported by surging hyperscaler demand for high-speed optical networking, AI interconnects and next-generation data center infrastructure. The company delivered record third-quarter fiscal 2026 revenues of $808 million, driven primarily by booming demand for transceivers and laser chips used in AI clusters and cloud networking. It also emphasized that hyperscalers are increasingly shifting toward distributed “scale-across” AI architectures, creating strong demand for Lumentum’s pump lasers, narrow linewidth laser assemblies and wavelength-selective switches. These products are critical for enabling high-bandwidth synchronization across AI data centers while maintaining power efficiency and low latency. Lumentum is also benefiting from the accelerating adoption of 800G and emerging 1.6T optical connectivity solutions. Shipments of narrow linewidth laser assemblies grew more than 120% year over year, while pump laser shipments increased 80%. The company additionally achieved record EML laser chip shipments, with strong momentum in 200G-per-lane technologies. Notably, Lumentum is strengthening its manufacturing footprint to support sustained AI-driven demand. The acquisition of a fifth indium phosphide fab in North Carolina significantly expands long-term production capacity for AI optical networking products. Recent company updates further highlighted progress in co-packaged optics (CPO), optical circuit switching (OCS) and ultra-high-power laser technologies designed for next-generation AI infrastructure. The company has forecast revenues of between $960 million and $1.01 billion for the fourth quarter of fiscal 2026, reflecting ongoing progress across its AI networking portfolio. With its growing involvement in the next-generation AI infrastructure and high-speed optical interconnect markets, Lumentum appears well-positioned to sustain its growth ahead. How Riva...
Lumentum Holdings’ LITE expanding AI connectivity portfolio is becoming a major long-term growth driver, supported by surging hyperscaler demand for high-speed optical networking, AI interconnects and next-generation data center infrastructure. The company delivered record third-quarter fiscal 2026 revenues of $808 million, driven primarily by booming demand for transceivers and laser chips used i...
Lumentum Holdings’ LITE expanding AI connectivity portfolio is becoming a major long-term growth driver, supported by surging hyperscaler demand for high-speed optical networking, AI interconnects and next-generation data center infrastructure. The company delivered record third-quarter fiscal 2026 revenues of $808 million, driven primarily by booming demand for transceivers and laser chips used in AI clusters and cloud networking. It also emphasized that hyperscalers are increasingly shifting toward distributed “scale-across” AI architectures, creating strong demand for Lumentum’s pump lasers, narrow linewidth laser assemblies and wavelength-selective switches. These products are critical for enabling high-bandwidth synchronization across AI data centers while maintaining power efficiency and low latency. Lumentum is also benefiting from the accelerating adoption of 800G and emerging 1.6T optical connectivity solutions. Shipments of narrow linewidth laser assemblies grew more than 120% year over year, while pump laser shipments increased 80%. The company additionally achieved record EML laser chip shipments, with strong momentum in 200G-per-lane technologies. Notably, Lumentum is strengthening its manufacturing footprint to support sustained AI-driven demand. The acquisition of a fifth indium phosphide fab in North Carolina significantly expands long-term production capacity for AI optical networking products. Recent company updates further highlighted progress in co-packaged optics (CPO), optical circuit switching (OCS) and ultra-high-power laser technologies designed for next-generation AI infrastructure. The company has forecast revenues of between $960 million and $1.01 billion for the fourth quarter of fiscal 2026, reflecting ongoing progress across its AI networking portfolio. With its growing involvement in the next-generation AI infrastructure and high-speed optical interconnect markets, Lumentum appears well-positioned to sustain its growth ahead. How Riva...