Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for the same period. The losses are mainly unrealized, and the firm is evaluating its long-term thesis and r...
Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for the same period. The losses are mainly unrealized, and the firm is evaluating its long-term thesis and risk-adjusted opportunities. The Fund considers the current situation as unfavorable. In addition, please check the fund’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Alpha Wealth Insiders Fund highlighted stocks like Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On May 21, 2026, Alphabet Inc. (NASDAQ:GOOG) stock closed at $383.47 per share. One-month return of Alphabet Inc. (NASDAQ:GOOG) was 12.02%, and its shares gained 126.12% over the past 52 weeks. Alphabet Inc. (NASDAQ:GOOG) has a market capitalization of $4.65 trillion. Alpha Wealth Insiders Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q1 2026 investor letter: "Business: Alphabet Inc.'s (NASDAQ:GOOG) dominant market share and broad scope are often underestimated. The Company is now the 2nd most valuable company in the world, last holding this distinction in 2019. I have been saying for some time that Google will become the most valuable company in the world and won’t have anyone in the rear view mirror for the foreseeable future. I view Alphabet as today’s Berkshire, except stronger as its portfolio businesses are in growth mode and have moonshot potential. Search Engine Market Share: This is Google's largest business as of April 2026, ~89.8% to 91.4% Google remains the undisputed leader in the global search market, though its "position" is evolving due to the rise of Generative ...
Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for the same period. The losses are mainly unrealized, and the firm is evaluating its long-term thesis and r...
Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for the same period. The losses are mainly unrealized, and the firm is evaluating its long-term thesis and risk-adjusted opportunities. The Fund considers the current situation as unfavorable. In addition, please check the fund’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Alpha Wealth Insiders Fund highlighted stocks like Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On May 21, 2026, Alphabet Inc. (NASDAQ:GOOG) stock closed at $383.47 per share. One-month return of Alphabet Inc. (NASDAQ:GOOG) was 12.02%, and its shares gained 126.12% over the past 52 weeks. Alphabet Inc. (NASDAQ:GOOG) has a market capitalization of $4.65 trillion. Alpha Wealth Insiders Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q1 2026 investor letter: "Business: Alphabet Inc.'s (NASDAQ:GOOG) dominant market share and broad scope are often underestimated. The Company is now the 2nd most valuable company in the world, last holding this distinction in 2019. I have been saying for some time that Google will become the most valuable company in the world and won’t have anyone in the rear view mirror for the foreseeable future. I view Alphabet as today’s Berkshire, except stronger as its portfolio businesses are in growth mode and have moonshot potential. Search Engine Market Share: This is Google's largest business as of April 2026, ~89.8% to 91.4% Google remains the undisputed leader in the global search market, though its "position" is evolving due to the rise of Generative ...
The Saudi wealth fund is looking to combine its ports, rail and shipping holdings into a logistics giant. Bloomberg's Omar El Chmouri reports. (Source: Bloomberg)
The Saudi wealth fund is looking to combine its ports, rail and shipping holdings into a logistics giant. Bloomberg's Omar El Chmouri reports. (Source: Bloomberg)
Unlike some of its buy now, pay later (BNPL) peers, Sezzle (NASDAQ: SEZL) has been an excellent performer for investors recently. Here's why the stock soared after the company's first quarter earnings report, and what to watch going forward. *Stock prices used were the morning prices of May 20, 2026. The video was published on May 21, 2026. Continue reading
Unlike some of its buy now, pay later (BNPL) peers, Sezzle (NASDAQ: SEZL) has been an excellent performer for investors recently. Here's why the stock soared after the company's first quarter earnings report, and what to watch going forward. *Stock prices used were the morning prices of May 20, 2026. The video was published on May 21, 2026. Continue reading
CF Industries Holdings, Inc.’s CF shares have popped 27.5% over the past three months. The company has also outperformed the Zacks Fertilizers industry’s 4.5% rise over the same time frame. CF has also topped the S&P 500’s roughly 9.4% increase over the same period. The upside has been driven by the company’s forecast-topping earnings performance in the first quarter, buoyed by strong nitrogen fer...
CF Industries Holdings, Inc.’s CF shares have popped 27.5% over the past three months. The company has also outperformed the Zacks Fertilizers industry’s 4.5% rise over the same time frame. CF has also topped the S&P 500’s roughly 9.4% increase over the same period. The upside has been driven by the company’s forecast-topping earnings performance in the first quarter, buoyed by strong nitrogen fertilizer demand in major markets, higher nitrogen prices and its operational strength. CF’s 3-month Price Performance Image Source: Zacks Investment Research Let’s take a look at the factors that are driving this fertilizer maker. CF Stock Gains on Strong Nitrogen Demand, Higher Prices CF Industries is capitalizing on the growing global demand for nitrogen fertilizers, driven by strong agricultural activity. Global nitrogen requirement is expected to remain strong in the near future due to recovering industrial demand and farmer economics. High levels of corn-planted acres in the United States should drive the demand for nitrogen. Demand in North America is expected to be fueled by favorable farm economics. Demand for urea is likely to remain healthy in Brazil in 2026, driven by higher corn plantings. In India, demand is expected to be driven by low inventory levels, reduced domestic production and undelivered volumes due to the Iran war. The company expects India’s urea imports to rise year over year in 2026, potentially reaching 10-12 million metric tons. CF, on its first-quarter call, said the global nitrogen market remains tight in 2026 due to strong demand, geopolitical disruptions and constrained natural gas availability. The Middle East conflict has further tightened the global nitrogen supply-demand balance. Higher nitrogen prices have also contributed to a boost in CF Industries’ revenues. In the first quarter, net sales rose roughly 19% year over year on pricing strength. The average selling prices for the company’s core products increased compared to the prior yea...
Erik S. Lesser/Getty Images News Chinese biopharma company Kelun-Biotech announced on Thursday that an antibody drug conjugate it is developing with Merck ( MRK ), with Keytruda, outperformed the U.S. drugmaker’s anti-PD-1 therapy in a late-stage trial for lung cancer. The findings were based on the companies’ Phase 3 OptiTROP-Lung05 study, which assessed the treatment sac-TMT with Keytruda (pembr...
Erik S. Lesser/Getty Images News Chinese biopharma company Kelun-Biotech announced on Thursday that an antibody drug conjugate it is developing with Merck ( MRK ), with Keytruda, outperformed the U.S. drugmaker’s anti-PD-1 therapy in a late-stage trial for lung cancer. The findings were based on the companies’ Phase 3 OptiTROP-Lung05 study, which assessed the treatment sac-TMT with Keytruda (pembrolizumab) versus Keytruda alone as a first-line option for advanced non-small cell lung cancer. The results have been selected for a presentation at the upcoming 2026 American Society of Clinical Oncology Annual Meeting. According to an abstract released on Thursday ahead of the meeting, sac-TMT, which Merck licensed in 2022 for markets outside Greater China, cut the risk of disease progression or death (progression-free survival) by 65% with a statistically significant effect. The data for overall survival, the gold standard for measuring the efficacy of a cancer drug, were not mature at the time of the analysis on September 29, 2025, Kelun-Biotech said, adding, however, that there was a positive OS trend. As for tolerability, about 55% of patients in the on-drug arm experienced treatment-emergent adverse events categorized as Grade 3 or more compared to about 31% in the off-drug arm. Roughly 4% and 5% of patients discontinued sac-TMT and Keytruda, respectively, due to TEAEs, compared to 5% in the Keytruda-only arm. The TROP2-directed ADC is already approved in China for conditions including NSCLC as a late-line option. A bid to expand its label as a first-line therapy for lung cancer is currently under priority review in China based on OptiTROP-Lung05 data. More on Merck A Futuristic Synthesis Indeed Merck: 'Strong Buy' - Terns Acquisition And Ability To Counter Keytruda Patent Loss Merck: All The Focus On The Pipeline Merck's Sac-TMT meets both endpoints in phase 3 endometrial cancer trial HHS rescinds vaccine panel charter citing 'administrative error'
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom, Meta, UCLA and other partners are launching a US$125 million AI semiconductor research and talent hub over five years. The company is also working with Applied Materials on next generation AI chip packaging technologies. Both efforts focus on energy efficient, high performance AI c...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom, Meta, UCLA and other partners are launching a US$125 million AI semiconductor research and talent hub over five years. The company is also working with Applied Materials on next generation AI chip packaging technologies. Both efforts focus on energy efficient, high performance AI computing and closer ties between industry and academia. For investors watching NasdaqGS:AVGO at a share price of about US$414.57, these moves sit alongside a very strong multi year share price run, with a 1 year return of 81.3% and a 5 year gain that is close to 9x. Even over shorter periods, the stock is up 19.3% year to date and 3.1% over the past month, despite a 5.7% decline over the past week. These new partnerships signal a focus on research depth, specialist talent and manufacturing know how that could influence Broadcom's role in future AI hardware. Readers may want to watch how these projects develop, how much Broadcom invests over time and whether the company discloses any concrete outcomes tied to products or customer demand. Stay updated on the most important news stories for Broadcom by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Broadcom. NasdaqGS:AVGO Earnings & Revenue Growth as at May 2026 2 things going right for Broadcom that this headline doesn't cover. For Broadcom, these partnerships look like a way to push deeper into the core plumbing of AI systems, not just the chips themselves. The UCLA hub ties Broadcom directly into early stage AI semiconductor research and talent, with Meta and other partners helping define real world data center needs. That can support Broadcom’s existing role in custom accelerators and Ethernet switching for hyperscalers such as Alphabet, Nvidia and AMD. The Applied Materials EPIC deal sits closer to manufacturing, giving Broadcom earlier access to advanced pac...
Key Stats for Micron Technology Stock Current Price: $762.10 $762.10 Target Price (Mid): ~$556 ~$556 Street Target: ~$613 ~$613 Potential Total Return (Mid): ~(27%) ~(27%) Annualized IRR: ~(7%) / year ~(7%) / year Earnings Reaction: (3.78%) on 3/18/26 (3.78%) on 3/18/26 Max Drawdown: (30.31%) on 3/30/26 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation M...
Key Stats for Micron Technology Stock Current Price: $762.10 $762.10 Target Price (Mid): ~$556 ~$556 Street Target: ~$613 ~$613 Potential Total Return (Mid): ~(27%) ~(27%) Annualized IRR: ~(7%) / year ~(7%) / year Earnings Reaction: (3.78%) on 3/18/26 (3.78%) on 3/18/26 Max Drawdown: (30.31%) on 3/30/26 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>> What Happened? Micron Technology (MU) has been caught between two stories this week. Samsung’s threatened 18-day labor strike sent MU to an all-time high of $818.67 on May 11, then the stock whipsawed when Samsung averted the walkout at the last minute. Shares settled around $762. But the Samsung drama has buried a more durable signal: what Manish Bhatia, Micron’s Executive Vice President of Global Operations, disclosed at JPMorgan’s 54th Annual Global Technology, Media and Communications Conference on May 20. The operational details from that session go well beyond what a stock chart can show. HBM4 Is Running at Twice the Ramp Rate of Its Predecessor High-bandwidth memory (HBM) is the stacked, specialized DRAM (dynamic random-access memory) that sits directly alongside AI accelerator chips in data centers, delivering data at extreme speeds. It has been the single biggest driver of Micron’s financial transformation over the past year. The most important disclosure at JPMorgan: Micron’s HBM4, built on its 1-beta process node, is ramping “twice as fast as HBM3E 12-high did last year,” according to Bhatia. Yields are also improving faster than on HBM3E. Shipments into NVIDIA’s Vera Rubin GPU platform began in March 2026. That execution shows up in the financials. Micron’s fiscal Q2 2026 results, reported March 18, showed revenue of $23.86 billion, up 196% year-over-year. DRAM revenue of $18.8 billion made up 79% of that total. CEO Sanjay Mehrotra guided for “significant records again in fiscal Q3,” with gross margins of approximately 81% for the May quarte...
stockcam Spotify Technology closed Thursday up 13.1% at $489.93 after the company used its investor day to lay out ambitious long-term targets, including gross margins of 35% to 40% through 2030 and operating margins above 20% over the next four years. The daily chart shows SPOT reclaiming its 50-day simple moving average while filling the gap created by its April selloff, a cleaner technical repa...
stockcam Spotify Technology closed Thursday up 13.1% at $489.93 after the company used its investor day to lay out ambitious long-term targets, including gross margins of 35% to 40% through 2030 and operating margins above 20% over the next four years. The daily chart shows SPOT reclaiming its 50-day simple moving average while filling the gap created by its April selloff, a cleaner technical repair after weeks of pressure. The move also pushed the RSI subgraph sharply higher to roughly 61, signaling renewed momentum without yet reaching overbought territory. The bigger test still sits overhead. Spotify remains below its 200-day simple moving average near $575, with descending resistance from its mid-2025 highs running in the same broad zone Here is the chart: Seeking Alpha More on Spotify Spotify: Weaker Advertising Trends Are Becoming A Concern (Downgrade) Spotify: The Sell-Off After Q1 Earnings Is A Gift Spotify Technology S.A. (SPOT) Q1 2026 Earnings Call Transcript Spotify sets ambitious goals for 2030 ValueAct takes new stakes in KKR, SPOT, dumps NSIT, among Q1 moves
Quanta Services ( PWR ) declares $0.11/share quarterly dividend , in line with previous. Forward yield 0.06% Payable July 13; for shareholders of record July 1; ex-div July 1. See PWR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Quanta Services Quanta Services, Inc. (PWR) Q1 2026 Earnings Call Transcript Quanta Services: The Infrastructure Trade Of The Decade Quanta Services: Leadin...
Quanta Services ( PWR ) declares $0.11/share quarterly dividend , in line with previous. Forward yield 0.06% Payable July 13; for shareholders of record July 1; ex-div July 1. See PWR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Quanta Services Quanta Services, Inc. (PWR) Q1 2026 Earnings Call Transcript Quanta Services: The Infrastructure Trade Of The Decade Quanta Services: Leading The Way For U.S. Reindustrialization (Rating Upgrade) Quanta projects 2026 revenue of $34.7B-$35.2B while raising adjusted EPS view to $13.55-$14.25 Quanta Services beats top-line and bottom-line estimates; raises FY26 outlook
刚刚，马斯克重组xAI后的最新组织架构图曝光，几乎全是他的盟友与亲信。 Gwynne Shotwell，SpaceX总裁，2026年2月起督导xAI运营； Michael Nicolls，前Starlink高管，2026年4月接任xAI总裁； Jared Birchall，马斯克家族办公室总管，2023年就以「公司秘书」身份进入xAI。 三人履历各异，唯一的共同点是：都不是AI研究或大模型产品出身...
Major US social media companies including Meta’s Facebook and Instagram platforms have blocked the accounts of Saudi Arabian dissidents so they are no longer visible inside the kingdom, following orders by Saudi authorities. Those affected include Abdullah Alaoudh, a US-based activist and vocal critic of Saudi human rights violations, and Omar Abdulaziz, a Canada and UK-based activist who worked c...
Major US social media companies including Meta’s Facebook and Instagram platforms have blocked the accounts of Saudi Arabian dissidents so they are no longer visible inside the kingdom, following orders by Saudi authorities. Those affected include Abdullah Alaoudh, a US-based activist and vocal critic of Saudi human rights violations, and Omar Abdulaziz, a Canada and UK-based activist who worked closely with Jamal Khashoggi before the journalist’s murder by Saudi agents in 2018. At least seven accounts had been blocked by Meta at the end of April, including those of two American citizens and two individuals based in Europe, according to the advocacy group American Committee for Middle East Rights (ACMER). Alaoudh, who serves as ACMER’s senior policy advisor, said: “Meta is effectively doing Saudi Arabia’s dirty work against Americans living in the United States. When a company geo-blocks accounts on behalf of a government with a documented record of silencing dissent, it becomes an instrument of repression. Meta should push back.” Meta did not respond to the “dirty work” claim, but provided a statetment to the Guardian saying that when “something happens” on one of its platforms that is reported as violating local law but not the companies’ own community standards, the company may restrict the content’s availability in the country where it is alleged to be unlawful. It added that “in a majority of cases” it informs affected users which state authorities sent the requests. Meta operates a public “transparency center”, where it acknowledges that Saudi authorities contacted the company and sought restrictions on a total of 144 Instagram accounts, Facebook pages, and Facebook profiles during April. The site also shows that Meta restricted access to 108 “items”. Interviews with some of the dissidents targeted suggest the companies approached by Saudi authorities did not all respond in the same way. While Meta did alert users that their content was being blocked due to a ...
Petrobras PBR, a Brazil-based integrated energy firm and Saipem SAPMF, an Italian engineering and offshore services company, have inked a memorandum of understanding (MoU) aimed at advancing integrated offshore decommissioning solutions in Brazil. The agreement marks a significant development for the South American nation’s offshore energy sector as operators increasingly focus on safely retiring ...
Petrobras PBR, a Brazil-based integrated energy firm and Saipem SAPMF, an Italian engineering and offshore services company, have inked a memorandum of understanding (MoU) aimed at advancing integrated offshore decommissioning solutions in Brazil. The agreement marks a significant development for the South American nation’s offshore energy sector as operators increasingly focus on safely retiring aging oil and natural gas infrastructure. The partnership arrives at a crucial moment for Petrobras, which plans to invest nearly $9.7 billion by 2030 in decommissioning projects across Brazil. The company’s large-scale program includes the removal of 18 offshore production platforms, the permanent closure of nearly 500 wells and the decommissioning of approximately 1,800 kilometers of flexible risers. The initiative reflects Petrobras’ broader commitment to operational safety, environmental stewardship and infrastructure modernization. The MoU creates a framework for technical and operational collaboration between the two companies, particularly in plug and abandonment activities, subsea decommissioning and offshore logistics optimization. The cooperation is expected to improve execution efficiency while enhancing sustainability and innovation in offshore end-of-life asset management. Brazil’s Offshore Decommissioning Market Continues to Expand Brazil has emerged as one of the world’s leading offshore oil-producing regions over the past two decades, driven largely by deepwater and pre-salt discoveries. However, as mature offshore assets age, the country is entering a new phase focused on decommissioning and infrastructure retirement. Petrobras’ multi-billion-dollar investment strategy highlights the growing scale of this market. Offshore decommissioning has become an increasingly important segment within the global energy industry, requiring advanced engineering capabilities, specialized marine operations and strict environmental compliance. The agreement with Saipem demon...