Amkor Technology’s AMKR High-Density Fan-Out (HDFO) platform is becoming a key catalyst for its compute growth strategy as AI and high-performance computing workloads push semiconductor packaging requirements higher. As chipmakers move toward chiplet-based architectures and larger data center processors, advanced packaging technologies capable of improving bandwidth, power efficiency and interconn...
Amkor Technology’s AMKR High-Density Fan-Out (HDFO) platform is becoming a key catalyst for its compute growth strategy as AI and high-performance computing workloads push semiconductor packaging requirements higher. As chipmakers move toward chiplet-based architectures and larger data center processors, advanced packaging technologies capable of improving bandwidth, power efficiency and interconnect density are becoming critical across next-generation AI infrastructure. Amkor is positioning HDFO at the center of this transition, with a new data center CPU program entering production ramp in the second quarter of 2026 and meaningful revenue contribution expected from the third quarter onward. The opportunity is broadening beyond a single customer program, with engagements across HDFO and related advanced packaging platforms spanning more than five customers at different qualification stages, reflecting growing demand for outsourced advanced packaging capacity. Advanced packaging volumes across HDFO and 2.5D formats are on track to nearly triple in 2026, a trajectory that carries favorable margin implications as these package types command higher value content. Utilization at advanced facilities in Korea rose from the low-50% range in the first quarter of 2025 to the low-70% range in the first quarter of 2026, with new capacity expected to come online by the year-end to support ramps into 2027. However, scaling HDFO across multiple large compute programs carries execution risks. Advanced silicon and memory supply constraints have already delayed an estimated $50 million to $100 million in revenue into future periods, while Arizona facility preparation costs are expected to pressure operating margins beginning in 2027, before production revenue scales. The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $1.8 billion, indicating 19% year-over-year growth. As AI infrastructure increasingly shifts toward heterogeneous compute architectures, sustain...
Amkor Technology’s AMKR High-Density Fan-Out (HDFO) platform is becoming a key catalyst for its compute growth strategy as AI and high-performance computing workloads push semiconductor packaging requirements higher. As chipmakers move toward chiplet-based architectures and larger data center processors, advanced packaging technologies capable of improving bandwidth, power efficiency and interconn...
Amkor Technology’s AMKR High-Density Fan-Out (HDFO) platform is becoming a key catalyst for its compute growth strategy as AI and high-performance computing workloads push semiconductor packaging requirements higher. As chipmakers move toward chiplet-based architectures and larger data center processors, advanced packaging technologies capable of improving bandwidth, power efficiency and interconnect density are becoming critical across next-generation AI infrastructure. Amkor is positioning HDFO at the center of this transition, with a new data center CPU program entering production ramp in the second quarter of 2026 and meaningful revenue contribution expected from the third quarter onward. The opportunity is broadening beyond a single customer program, with engagements across HDFO and related advanced packaging platforms spanning more than five customers at different qualification stages, reflecting growing demand for outsourced advanced packaging capacity. Advanced packaging volumes across HDFO and 2.5D formats are on track to nearly triple in 2026, a trajectory that carries favorable margin implications as these package types command higher value content. Utilization at advanced facilities in Korea rose from the low-50% range in the first quarter of 2025 to the low-70% range in the first quarter of 2026, with new capacity expected to come online by the year-end to support ramps into 2027. However, scaling HDFO across multiple large compute programs carries execution risks. Advanced silicon and memory supply constraints have already delayed an estimated $50 million to $100 million in revenue into future periods, while Arizona facility preparation costs are expected to pressure operating margins beginning in 2027, before production revenue scales. The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $1.8 billion, indicating 19% year-over-year growth. As AI infrastructure increasingly shifts toward heterogeneous compute architectures, sustain...
Leila Melhado/iStock Editorial via Getty Images Introduction On May 7, Mercado Libre ( MELI ) reported its Q1 2026 earnings. The next day, the stock dropped close to 13%. Right now, MELI is down more than 35% from its 2025 high. Data by YCharts It seems that the market hated the earnings. Let me tell you up front: I loved them. And I love the market's hate. If you only look superficially at the nu...
Leila Melhado/iStock Editorial via Getty Images Introduction On May 7, Mercado Libre ( MELI ) reported its Q1 2026 earnings. The next day, the stock dropped close to 13%. Right now, MELI is down more than 35% from its 2025 high. Data by YCharts It seems that the market hated the earnings. Let me tell you up front: I loved them. And I love the market's hate. If you only look superficially at the numbers, which the market often does, I understand why you are not pleased with the earnings. If you know the context, the company and its history and dig a bit deeper, a great opportunity is given to patiend investors. If you are a long-term investor and I do my job well in this article, you will probably love it as well. Let's go through the numbers first. The Numbers Revenue : $8.85B, +49% YoY in USD, +46% FX-neutral, beating estimates by $530M EPS : $8.23, missing estimates by $0.24 Net income : $417M (-16% YoY) Operating margin : 6.9%, down 600 bps YoY Adjusted free cash flow : -$56M I'm sure you are not impressed with some things here, like the negative FCF, or net income down 16% YoY, margins down from 12.9% to 6.9%. And that's already an important part of what the market hated about this quarter. Much more about this later and why I love it. Let's first look at the different segments. Marketplace: GMV : $19.0B, +42% YoY, +36% FX-neutral Items sold : 722M, +47% YoY Unique active buyers: 84.1M, +26% YoY, a record addition of 17 million in a single year Same- and next-day shipments : +39% YoY, accelerating from +29% in Q4 Mercado Pago: Monthly active users: 82.9M, +29% YoY Assets under management : $19.9B, +77% YoY Credit portfolio : $14.6B (+87% YoY, the largest nominal quarterly increase ever) Credit cards issued in Q1 : 2.7 million Credit card portfolio: $6.6B, +104% YoY Advertising : +73% YoY in USD, +63% FX-neutral To summarize the numbers, this is the overview from the earnings call slide deck. Mercado Libre What The Market Didn't Like The market didn't like that t...
Watch Recap Video Below: CorpGov is pleased to share a recap of the second Princeton CorpGov Forum that took place on May 21, 2026, at The Nassau Inn in Princeton, New Jersey. Speakers featured industry leaders and alumni spanning five decades at Princeton, and topics comprised university endowments, shareholder activism, private equity, venture capital, private and public capital markets, enterta...
Watch Recap Video Below: CorpGov is pleased to share a recap of the second Princeton CorpGov Forum that took place on May 21, 2026, at The Nassau Inn in Princeton, New Jersey. Speakers featured industry leaders and alumni spanning five decades at Princeton, and topics comprised university endowments, shareholder activism, private equity, venture capital, private and public capital markets, entertainment and the finance of college sports. More to come in the upcoming days with full coverage of the event published in CorpGov and content partners Yahoo Finance, Bloomberg Terminals, Reuters via LSEG Workspace, and AlphaSense. Speakers and Notable Attendees
Bay Commercial Bank ( BCML ) declares $0.30/share quarterly dividend , in line with previous. Forward yield 3.85% Payable July 9; for shareholders of record June 11; ex-div June 11. See BCML Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bay Commercial Bank BayCom trades lower as Brean Capital downgrades post abrupt management change BayCom appoints Christopher Baron as CEO Seeking Al...
Bay Commercial Bank ( BCML ) declares $0.30/share quarterly dividend , in line with previous. Forward yield 3.85% Payable July 9; for shareholders of record June 11; ex-div June 11. See BCML Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bay Commercial Bank BayCom trades lower as Brean Capital downgrades post abrupt management change BayCom appoints Christopher Baron as CEO Seeking Alpha’s Quant Rating on Bay Commercial Bank Historical earnings data for Bay Commercial Bank Dividend scorecard for Bay Commercial Bank
The head of the World Health Organization said on Friday that the Ebola outbreak in Congo is “spreading rapidly” and now poses a “very high” risk at the national level. WHO director general Tedros Adhanom Ghebreyesus said the UN health agency was revising upwards to “very high” its assessment of the risk within Congo, which had previously been deemed as high. The risk remains high for regional spr...
The head of the World Health Organization said on Friday that the Ebola outbreak in Congo is “spreading rapidly” and now poses a “very high” risk at the national level. WHO director general Tedros Adhanom Ghebreyesus said the UN health agency was revising upwards to “very high” its assessment of the risk within Congo, which had previously been deemed as high. The risk remains high for regional spread and low at global levels, he told reporters. The WHO chief noted that 82 cases have been confirmed in the Democratic Republic of the Congo, with seven confirmed deaths, “but we know the epidemic in DRC is much larger.” Advertisement He said there are now almost 750 suspected cases and 177 suspected deaths. The situation in neighbouring Uganda is “stable” with two cases confirmed in people who had travelled from Congo, with one death. WHO chief Tedros Adhanom Ghebreyesus speaks at WHO headquarters in Geneva on Friday. Photo: EPA Earlier on Friday, the United Nations said it released US$60 million from its Central Emergency Response Fund to accelerate the response in Congo and in the region. The US has pledged US$23 million in funding to bolster the response in Congo and Uganda, and said it would also fund the establishment of up to 50 Ebola treatment clinics in the affected regions of Congo and Uganda.
Paul Morigi/Getty Images Entertainment Changing stock exchange rules to attract new listings raises questions about market integrity, Lynn Martin, president of Intercontinental Exchange's ( ICE ) NYSE Group, said Friday, according to a media report. "Market integrity is not something that is a competitive dynamic, and some of the rules that have been changed to woo some of the large companies — yo...
Paul Morigi/Getty Images Entertainment Changing stock exchange rules to attract new listings raises questions about market integrity, Lynn Martin, president of Intercontinental Exchange's ( ICE ) NYSE Group, said Friday, according to a media report. "Market integrity is not something that is a competitive dynamic, and some of the rules that have been changed to woo some of the large companies — you referenced SpaceX — are questionable," she said in an interview on Bloomberg Television. In March, Nasdaq ( NDAQ ) slashed the time it takes for newly listed, large-cap companies to enter its main index to 15 trading days from its previous requirement of at least three months. That occurred as Elon Musk's SpaceX ( SPCX ) considered listing its shares on NYSE rival Nasdaq for its long-awaited initial public offering. Indeed, SpaceX's IPO prospectus listed Nasdaq as the exchange it expects to trade on. The company is seeking to raise as much as $75B through the IPO, giving it a valuation of more than $2T, according to Bloomberg reporting. Still, Martin said there's merit in discussing a fast-track process for adding IPOs to indexes. "Rushing that kind of rule change out, though, in order to accommodate a listing is a question mark," she said. Intercontinental Exchange ( ICE ) stock slipped 1.0%, and Nasdaq ( NDAQ ) stock rose 0.5% in Friday premarket trading. More on Intercontinental Exchange Intercontinental Exchange, Inc. (ICE) Q1 2026 Earnings Call Transcript Intercontinental Exchange, Inc. 2026 Q1 - Results - Earnings Call Presentation Intercontinental Exchange: Heading For A Challenge Of The High (Upgrade) ICE, crypto exchange OKX working on launch of perpetual oil futures - report Is Hyperliquid threatening oil pricing as CME Group, ICE raise alarms?
Wall Street is rediscovering the stock split playbook. In May 2026, KLA (NASDAQ: KLAC) announced a 10-for-1 forward stock split alongside a fiscal Q3 earnings beat and a roughly 21% dividend hike, with shares trading in the $1,800 range. Earlier this year, Booking Holdings (NASDAQ: BKNG) completed a 25-for-1 split announced in February 2026, bringing ... Will GE Vernova, MercadoLibre, or NVR Be th...
Wall Street is rediscovering the stock split playbook. In May 2026, KLA (NASDAQ: KLAC) announced a 10-for-1 forward stock split alongside a fiscal Q3 earnings beat and a roughly 21% dividend hike, with shares trading in the $1,800 range. Earlier this year, Booking Holdings (NASDAQ: BKNG) completed a 25-for-1 split announced in February 2026, bringing ... Will GE Vernova, MercadoLibre, or NVR Be the Next Big Stock Split?
“AI is reshaping every industry, and CORSAIR PRO enables Corsair to participate in that growth targeting local, private and secure compute that is easy to deploy, and can built to scale,” said Thi La, Chief Executive Officer of Corsair. “This expansion moves CORSAIR into professional AI infrastructure, broadens our customer base, and positions us to capture higher-value system opportunities in AI ...
“AI is reshaping every industry, and CORSAIR PRO enables Corsair to participate in that growth targeting local, private and secure compute that is easy to deploy, and can built to scale,” said Thi La, Chief Executive Officer of Corsair. “This expansion moves CORSAIR into professional AI infrastructure, broadens our customer base, and positions us to capture higher-value system opportunities in AI compute.” CORSAIR® (Nasdaq: CRSR) today announced the launch of CORSAIR PRO, a new portfolio of AI workstations and servers designed to support and scale with the rapidly evolving needs of modern AI computing. This marks an important expansion of CORSAIR’s strategy, extending the Company’s performance engineering expertise into purpose-built AI compute infrastructure. CORSAIR PRO also introduces a family of AI Servers built for larger-scale training, inference, and deployment. The server lineup includes the FlexGrid G2E2, FlexGrid MG4E2, FlexGrid HG8E2, and FlexGrid MI8E2, covering a broad set of requirements across entry AI infrastructure, balanced multi-GPU compute, high-density training, and large-memory accelerator environments. AI Compute Portfolio Built for Every Scale, from Local Development to Production Deployment MILPITAS, Calif., May 22, 2026--(BUSINESS WIRE)--CORSAIR® (Nasdaq: CRSR) ("Corsair" or the "Company") today announced the launch of CORSAIR PRO, a new portfolio of AI workstations and servers designed to support and scale with the rapidly evolving needs of modern AI computing. This marks an important expansion of CORSAIR’s strategy, extending the Company’s performance engineering expertise into purpose-built AI compute infrastructure. Key Highlights: Features NVIDIA Grace Blackwell-based systems , including the FlexPrime V80B workstation powered by the NVIDIA GB300 Grace Blackwell Ultra Desktop Superchip Expands Corsair offerings in AI infrastructure solutions. Built for modern AI workloads, including model development, fine-tuning, inference, agentic AI,...
Benchmark stated that IMAX's strategic value is not fully reflected in its stock price, as premium theatrical formats continue to gain market share. General views of the IMAX Corporation headquarters on October 15, 2020 in Playa Vista, California. (Photo by AaronP/Bauer-Griffin/GC Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... ...
Benchmark stated that IMAX's strategic value is not fully reflected in its stock price, as premium theatrical formats continue to gain market share. General views of the IMAX Corporation headquarters on October 15, 2020 in Playa Vista, California. (Photo by AaronP/Bauer-Griffin/GC Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Hickey mentioned potential suitors such as Apple, Amazon, Netflix, Disney, Sony, and Comcast’s NBCUniversal as streaming and theatrical ecosystems continue to converge. The Wall Street Journal report stated that the company’s hunt for a buyer comes as premium theatrical experiences have been growing faster than the overall box office. Premium formats, led by IMAX, grabbed 16% of U.S. and Canadian ticket sales through early April, the report added. Shares of IMAX Corp (IMAX) climbed over 13% premarket on Friday after a report of a potential sale prompted stock repricing by a Benchmark analyst. This comes after The Wall Street Journal reported on Thursday that the company has explored a potential sale and approached entertainment giants. It added that the company’s hunt for a buyer comes as premium theatrical experiences have been growing faster than the overall box office. Mike Hickey, analyst at Benchmark, raised Imax's price target to $60 from $44 and kept a ‘Buy’ rating, stating that the company’s strategic value could make it an attractive acquisition target for media and tech heavyweights such as Apple (AAPL), Amazon (AMZN), and Netflix (NFLX), according to TheFly. Read Next Loading... Loading... Strategic Value Of IMAX Not Fully Realized The analyst stated that the report validates a long-running thesis that IMAX’s strategic value is not fully reflected in its public market valuation, especially given its premium global cinema footprint and brand equity. What separates IMAX from other viewing experiences...
When looking at megacap tech stocks, two stand out today as major values: Microsoft (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META) . Both stocks are trading well below their normal valuation ranges, and could represent incredible buying opportunities. But the question for potential investors is, which one is the better value now? Image source: Getty Images. Microsoft has established itself as th...
When looking at megacap tech stocks, two stand out today as major values: Microsoft (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META) . Both stocks are trading well below their normal valuation ranges, and could represent incredible buying opportunities. But the question for potential investors is, which one is the better value now? Image source: Getty Images. Microsoft has established itself as the world's primary supplier of business productivity software. It rolled out its artificial intelligence (AI) assistant, Copilot, into this popular product suite and is generating billions of dollars in subscription revenue from this platform. Additionally, Microsoft is benefiting from the AI build-out by supplying infrastructure that companies can use to build and train AI applications. Azure is Microsoft's cloud computing platform , and countless AI companies are using it to build their models -- foremost among them, OpenAI, the maker of ChatGPT. Revenues from Azure and other cloud services grew by 40% during Microsoft's latest reported fiscal quarter -- making that its fastest-growing business. Continue reading
For Immediate Release Chicago, IL – May 22, 2026 – Today, Zacks Investment Ideas feature highlights NVIDIA NVDA, Nasdaq 100 Index QQQ, Micron MU, SanDisk SNDK, Cipher Mining CIFR and US Oil Fund ETF USO. Market Crosscurrents: Bulls in Control, Macro Headwinds Loom Last night, artificial intelligence and market leader NVIDIA again blew out earnings. Nevertheless, the reaction to NVDA's earnings was...
For Immediate Release Chicago, IL – May 22, 2026 – Today, Zacks Investment Ideas feature highlights NVIDIA NVDA, Nasdaq 100 Index QQQ, Micron MU, SanDisk SNDK, Cipher Mining CIFR and US Oil Fund ETF USO. Market Crosscurrents: Bulls in Control, Macro Headwinds Loom Last night, artificial intelligence and market leader NVIDIA again blew out earnings. Nevertheless, the reaction to NVDA's earnings was muted, as the blowout earnings appeared to already be priced in. Meanwhile, on Thursday, U.S. equities erased early losses to finish the session green amid fresh hopes of a U.S./Iran deal. Let's break down the different crosscurrents that exist in this market to give investors an idea of what might be to come over the next few months. Technical View: Bulls Remain Firmly in Control, Though Targets Have Been Met in Some Stocks The Nasdaq 100 Index just delivered one of the most impressive two-month gains ever. Since bottoming in late March, QQQ has gained approximately 30% off the lows – highly unusual action for a market coming out of a correction (and not a full-fledged bear market like COVID or Tariffs). Although QQQ has come a long way, the bulls remain in control. QQQ continues to hold the short-term 10-day moving average and is currently forming a daily bull flag pattern. At the same time, a handful of leading stocks have reached extreme Fibonacci 4.236%, including Micron and SanDisk. Conversely, other stocks like Cipher Mining are setting up bullish base structures but have yet to break out. Seasonality & Sentiment: Mixed Historical seasonality trends suggest that equities tend to pause in the months leading up to midterm elections. With the S&P 500 Index already up more than 25% in Trump's second term, a pause at these levels would not be a huge surprise. Meanwhile, despite the historic run off the market lows, investor sentiment is surprisingly subdued. In fact, according to the AAII Investor Sentiment Survey, bearish sentiment currently outweighs bullish sentiment....