He also questioned why the divers were inside the cave "without the proper equipment" as he said himself and his fellow rescuers would never have ventured into such an environment without a scuba diving reel or guide rope for safety which he described as "Ariadne's thread".
He also questioned why the divers were inside the cave "without the proper equipment" as he said himself and his fellow rescuers would never have ventured into such an environment without a scuba diving reel or guide rope for safety which he described as "Ariadne's thread".
DrDjJanek/iStock via Getty Images Investment Thesis Ziff Davis ( ZD ) is up roughly 20% YTD on the back of one event: the $1.2 billion sale of its Connectivity division to Accenture ( ACN ) announced on March 2. That deal closes in the coming months, and once it does, there is no second catalyst behind it. What is left is a digital media business where the second-largest segment is shrinking 13% Y...
DrDjJanek/iStock via Getty Images Investment Thesis Ziff Davis ( ZD ) is up roughly 20% YTD on the back of one event: the $1.2 billion sale of its Connectivity division to Accenture ( ACN ) announced on March 2. That deal closes in the coming months, and once it does, there is no second catalyst behind it. What is left is a digital media business where the second-largest segment is shrinking 13% YoY on AI-driven traffic erosion, where management has stopped giving annual guidance, and where analysts have cut next year’s EPS estimate by 28% in the last thirty days. The catalyst is priced in. The underlying business has not improved. Cheap with declining estimates isn’t value; it’s a value trap. I rate ZD a Sell. Company Overview ZD owns a portfolio of digital media properties that, after the Connectivity divestiture, breaks into four reporting segments: Technology & Shopping (PCMag, Mashable, Lifehacker), Gaming & Entertainment (IGN, Humble Bundle), Health & Wellness (Everyday Health, MedPage Today, Lose It!), and Cybersecurity & Martech (IPVanish, VIPRE Security, MOZ). Health & Wellness is now the largest segment at about 32% of continuing revenue, Tech & Shopping and Cyber & Martech are each near 26%, and Gaming makes up the balance. The Connectivity business they sold to Accenture for $1.2 billion in cash was, by management’s own admission on their Q1 earnings call, the highest-margin segment in 2025. A Bad Q1 Print Continuing operations revenue fell 1.9% in Q1 to $267.6M, but popping the hood on the numbers that tell the story within that number are much worse than the headline suggests. Their Technology & Shopping segment’s revenue fell almost ~13% to just $71.2M, with management saying in the earnings call that traffic declines were caused by the intrusion of AI search summaries. ZD’s two highest-margin ad vehicles in the segment, Affiliate commerce and programmatic display, both saw revenue contraction last quarter. The pain extended into the Health & Wellness...
panumas nikomkai/iStock via Getty Images Lumentum Holdings Inc.’s ( LITE ) fiscal Q3 earnings confirmed my take I had been building for months : the company is no longer a cyclical optics supplier but a critical infrastructure provider for hyperscale AI. In terms of growth, 90% YoY revenue growth in a single quarter was more than impressive. However, much more important were the supply-constrained...
panumas nikomkai/iStock via Getty Images Lumentum Holdings Inc.’s ( LITE ) fiscal Q3 earnings confirmed my take I had been building for months : the company is no longer a cyclical optics supplier but a critical infrastructure provider for hyperscale AI. In terms of growth, 90% YoY revenue growth in a single quarter was more than impressive. However, much more important were the supply-constrained factors and the company's ability to scale production across laser families. With the support of supply constraint and operational leverage, each of the growth drivers can lead to significant margins and pricing power. Therefore, Lumentum is definitely worth buying, as its growth potential is likely to persist through Q4 FY2026 and Q1 FY2027. Lumentum Q3: The Power of Scarcity Leverage The Q3 earnings call made me even more confident that Lumentum has transformed from an optical components supplier to the provider of hyperscale AI infrastructure. Despite the impressive revenue of $808 million (+90% YoY) , the most interesting points of the call have been the vectors of the company's growth and their current level of penetration in hyperscaler projects. It became clear that the production process was still running behind by over 30% due to severe shortages in certain laser families. This means that current supply is pricing power enforced by scarcity, which some analysts may neglect in favor of demand curves. Data by YCharts Several vectors mentioned during the call caught my attention because they are currently not priced correctly, in my opinion. 200G EML revenue rose by +128% sequentially . At the same time, EML growth rates are underestimated because they will only grow faster. The second vector is OCS, which is gated by software integration but is estimated at billions of dollars of revenue per quarter. The third vector is CPO, which is only in development but already has an extensive pipeline of projects with Nvidia. All these vectors are not niche products; they form...
Key Points One of these efforts will be supported financially by the federal government. The other includes a fresh expansion of its AI-ready cybersecurity line. 10 stocks we like better than International Business Machines › This is shaping up to be an eventful week for International Business Machines (NYSE: IBM). The storied tech company was announced as the major focus of a significant federal ...
Key Points One of these efforts will be supported financially by the federal government. The other includes a fresh expansion of its AI-ready cybersecurity line. 10 stocks we like better than International Business Machines › This is shaping up to be an eventful week for International Business Machines (NYSE: IBM). The storied tech company was announced as the major focus of a significant federal government initiative to develop quantum computing, and it's pushing forward on several fronts in the field of artificial intelligence (AI)-powered cybersecurity. Investors cheered these developments by bidding the stock up by nearly 17% week to date as of early afternoon Friday, according to data compiled by S&P Global Market Intelligence. 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 » Federal funds The more impactful of these two developments was the government program. On Thursday, it was announced that the Department of Commerce (DoC) was granting $2 billion to nine quantum computing companies, including IBM. In fact, IBM is the top recipient of this largesse, as it's receiving $1 billion. That amount will be used to develop Anderon, a new company created by IBM to be this country's first pure quantum chip foundry. IBM will match the government's $1 billion contribution to build the facility and establish the new corporate entity. Additionally, the DoC will take a small minority stake in the venture, although the size of this holding was not specified. The company quoted Commerce Secretary Howard Lutnick as saying that "These strategic quantum technology investments will build on our domestic industry, creating thousands of high-paying American jobs while advancing American quantum capabilities." On Tuesdays, IBM announced that a high-profile AI developer has joined Project Glasswing, the cybersecuri...
Two Chinese nationals were indicted on charges of conspiracy to launder money for drug cartels, the US Justice Department announced on Friday. Ruhuan Zhen and Hongce Wu allegedly hid the source of illegally obtained funds on behalf of various criminal groups operating across borders, including the Sinaloa Cartel and the Cartel de Jalisco Nueva Generacion (CJNG). The two remain at large, the Justic...
Two Chinese nationals were indicted on charges of conspiracy to launder money for drug cartels, the US Justice Department announced on Friday. Ruhuan Zhen and Hongce Wu allegedly hid the source of illegally obtained funds on behalf of various criminal groups operating across borders, including the Sinaloa Cartel and the Cartel de Jalisco Nueva Generacion (CJNG). The two remain at large, the Justice Department said. Advertisement According to court documents filed in the Eastern District of Virginia, Zhen, Wu and their co-conspirators allegedly used a variety of “secretive and clandestine” tactics between November 2016 and April 2025 to “wash” huge volumes of cash that the drug operations threw off. Zhen and Wu’s alleged methods included mirror transfers, use of overseas bank accounts, encrypted communications apps presumably like Signal and WhatsApp, trade-based money laundering and figuring out how to circumvent serial-number verification systems, the Justice Department said. Advertisement The agency said co-conspirators operated throughout the United States, Mexico, Latin America and China, laundering proceeds from the import and sale of illegal narcotics including cocaine and fentanyl.
FangXiaNuo JD.com ( JD ) is considering a possible £2B bid for the Very Group. JD.com ( JD ) has indicated interest in making an offer for the British online shopping platform, according to a Sky News report on Friday. An auction for Liverpool-based retailer is set to start imminently. A sale of Very Group is expected to draw interest from several trade and financial buyers. A potential sale comes...
FangXiaNuo JD.com ( JD ) is considering a possible £2B bid for the Very Group. JD.com ( JD ) has indicated interest in making an offer for the British online shopping platform, according to a Sky News report on Friday. An auction for Liverpool-based retailer is set to start imminently. A sale of Very Group is expected to draw interest from several trade and financial buyers. A potential sale comes after private equity firm Carlyle Group ( CG ) took control of Very Group in November. JD.com declined to comment to Sky News. More on JD.com JD.com: The Subsidy Hangover Is Here, Downgrade To Hold JD.com, Inc. 2026 Q1 - Results - Earnings Call Presentation JD.com: Far From Being A Lost Cause US clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reports JD.com signals long-term high single-digit JD Retail margin target as Joybuy expands to 30+ European cities
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in NVIDIA Corp (Symbol: NVDA), where a total of 2.8 million contracts have traded so far, representing approximately 276.8 million underlying shares. That amounts to about 167.9% of NVDA's average daily trading volume over the past month of 164.9 million shares. Especially high volume was seen for ...
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in NVIDIA Corp (Symbol: NVDA), where a total of 2.8 million contracts have traded so far, representing approximately 276.8 million underlying shares. That amounts to about 167.9% of NVDA's average daily trading volume over the past month of 164.9 million shares. Especially high volume was seen for the $220 strike call option expiring May 22, 2026 , with 309,799 contracts trading so far today, representing approximately 31.0 million underlying shares of NVDA. Below is a chart showing NVDA's trailing twelve month trading history, with the $220 strike highlighted in orange: Microsoft Corporation (Symbol: MSFT) saw options trading volume of 487,020 contracts, representing approximately 48.7 million underlying shares or approximately 141.5% of MSFT's average daily trading volume over the past month, of 34.4 million shares. Especially high volume was seen for the $425 strike call option expiring May 22, 2026, with 53,747 contracts trading so far today, representing approximately 5.4 million underlying shares of MSFT. Below is a chart showing MSFT's trailing twelve month trading history, with the $425 strike highlighted in orange: And Coinbase Global Inc (Symbol: COIN) saw options trading volume of 131,711 contracts, representing approximately 13.2 million underlying shares or approximately 137.9% of COIN's average daily trading volume over the past month, of 9.6 million shares. Especially high volume was seen for the $192.50 strike call option expiring May 22, 2026, with 11,220 contracts trading so far today, representing approximately 1.1 million underlying shares of COIN. Below is a chart showing COIN's trailing twelve month trading history, with the $192.50 strike highlighted in orange: For the various different available expirations for NVDA options, MSFT options, or COIN options, visit StockOptionsChannel.com. Today's Most Active Call & Put Options of the S&P 500 » Al...
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Super Micro Computer Inc (Symbol: SMCI), where a total volume of 341,687 contracts has been traded thus far today, a contract volume which is representative of approximately 34.2 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works ...
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Super Micro Computer Inc (Symbol: SMCI), where a total volume of 341,687 contracts has been traded thus far today, a contract volume which is representative of approximately 34.2 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 89.6% of SMCI's average daily trading volume over the past month, of 38.1 million shares. Particularly high volume was seen for the $36.50 strike call option expiring May 29, 2026 , with 28,114 contracts trading so far today, representing approximately 2.8 million underlying shares of SMCI. Below is a chart showing SMCI's trailing twelve month trading history, with the $36.50 strike highlighted in orange: Skyworks Solutions Inc (Symbol: SWKS) options are showing a volume of 44,293 contracts thus far today. That number of contracts represents approximately 4.4 million underlying shares, working out to a sizeable 83.7% of SWKS's average daily trading volume over the past month, of 5.3 million shares. Especially high volume was seen for the $80 strike call option expiring August 21, 2026, with 11,060 contracts trading so far today, representing approximately 1.1 million underlying shares of SWKS. Below is a chart showing SWKS's trailing twelve month trading history, with the $80 strike highlighted in orange: And HP Inc (Symbol: HPQ) saw options trading volume of 110,897 contracts, representing approximately 11.1 million underlying shares or approximately 72.3% of HPQ's average daily trading volume over the past month, of 15.3 million shares. Particularly high volume was seen for the $25 strike put option expiring May 29, 2026, with 13,021 contracts trading so far today, representing approximately 1.3 million underlying shares of HPQ. Below is a chart showing HPQ's trailing twelve month trading history, with the $25 strike highlighted in orange: For the various different...
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in NetApp, Inc. (Symbol: NTAP), where a total volume of 12,871 contracts has been traded thus far today, a contract volume which is representative of approximately 1.3 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 60% of ...
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in NetApp, Inc. (Symbol: NTAP), where a total volume of 12,871 contracts has been traded thus far today, a contract volume which is representative of approximately 1.3 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 60% of NTAP's average daily trading volume over the past month, of 2.1 million shares. Especially high volume was seen for the $145 strike call option expiring June 18, 2026 , with 5,863 contracts trading so far today, representing approximately 586,300 underlying shares of NTAP. Below is a chart showing NTAP's trailing twelve month trading history, with the $145 strike highlighted in orange: Camden Property Trust (Symbol: CPT) saw options trading volume of 6,240 contracts, representing approximately 624,000 underlying shares or approximately 51.8% of CPT's average daily trading volume over the past month, of 1.2 million shares. Especially high volume was seen for the $115 strike call option expiring June 18, 2026, with 6,168 contracts trading so far today, representing approximately 616,800 underlying shares of CPT. Below is a chart showing CPT's trailing twelve month trading history, with the $115 strike highlighted in orange: And Synopsys Inc (Symbol: SNPS) saw options trading volume of 8,308 contracts, representing approximately 830,800 underlying shares or approximately 51.7% of SNPS's average daily trading volume over the past month, of 1.6 million shares. Especially high volume was seen for the $530 strike call option expiring May 22, 2026, with 1,551 contracts trading so far today, representing approximately 155,100 underlying shares of SNPS. Below is a chart showing SNPS's trailing twelve month trading history, with the $530 strike highlighted in orange: For the various different available expirations for NTAP options, CPT options, or SNPS options, visit StockOptionsChann...
Now software stocks are scraping themselves off the floor—but are still behind the curve as big investors stick with what has worked. Jefferies software analyst Brent Thill calls the rebound a correction from an overblown selloff. While semi stocks rode the wave of the AI data center investment boom last year, sentiment soured on enterprise software makers like Atlassian, Workday and Salesforce.
Now software stocks are scraping themselves off the floor—but are still behind the curve as big investors stick with what has worked. Jefferies software analyst Brent Thill calls the rebound a correction from an overblown selloff. While semi stocks rode the wave of the AI data center investment boom last year, sentiment soured on enterprise software makers like Atlassian, Workday and Salesforce.
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Loews Corp. (Symbol: L), where a total of 5,677 contracts have traded so far, representing approximately 567,700 underlying shares. That amounts to about 67.6% of L's average daily trading volume over the past month of 839,605 shares. Particularly high volume was seen for the $115 strike call op...
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Loews Corp. (Symbol: L), where a total of 5,677 contracts have traded so far, representing approximately 567,700 underlying shares. That amounts to about 67.6% of L's average daily trading volume over the past month of 839,605 shares. Particularly high volume was seen for the $115 strike call option expiring June 18, 2026 , with 5,571 contracts trading so far today, representing approximately 557,100 underlying shares of L. Below is a chart showing L's trailing twelve month trading history, with the $115 strike highlighted in orange: Cadence Design Systems Inc (Symbol: CDNS) saw options trading volume of 15,350 contracts, representing approximately 1.5 million underlying shares or approximately 63.4% of CDNS's average daily trading volume over the past month, of 2.4 million shares. Particularly high volume was seen for the $400 strike call option expiring August 21, 2026, with 5,026 contracts trading so far today, representing approximately 502,600 underlying shares of CDNS. Below is a chart showing CDNS's trailing twelve month trading history, with the $400 strike highlighted in orange: And Ford Motor Co. (Symbol: F) options are showing a volume of 404,294 contracts thus far today. That number of contracts represents approximately 40.4 million underlying shares, working out to a sizeable 60% of F's average daily trading volume over the past month, of 67.4 million shares. Especially high volume was seen for the $14 strike call option expiring May 22, 2026, with 32,882 contracts trading so far today, representing approximately 3.3 million underlying shares of F. Below is a chart showing F's trailing twelve month trading history, with the $14 strike highlighted in orange: For the various different available expirations for L options, CDNS options, or F options, visit StockOptionsChannel.com. Today's Most Active Call & Put Options of the S&P 500 » Also see: The views...
Key Points Although revenue grew year over year, the company's net loss deepened. It suffered from delays in the operational start of one of its rigs. 10 stocks we like better than Borr Drilling › Investors hoping that Borr Drilling (NYSE: BORR) stock would dig up significant gains were disappointed over the past few days. On Thursday, the offshore drilling specialist reported a first quarter that...
Key Points Although revenue grew year over year, the company's net loss deepened. It suffered from delays in the operational start of one of its rigs. 10 stocks we like better than Borr Drilling › Investors hoping that Borr Drilling (NYSE: BORR) stock would dig up significant gains were disappointed over the past few days. On Thursday, the offshore drilling specialist reported a first quarter that investors clearly found underwhelming, and many sold their shares. According to data compiled by S&P Global Market Intelligence, Borr's price was down by almost 10% week to date as of early afternoon Friday. 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 » Twin first-quarter misses For the quarter, Borr's revenue came in at $247 million, which was 14% higher year over year. However, the company's net loss under generally accepted accounting principles (GAAP) deepened considerably to $29 million ($0.09 per share) from the year-ago frame's $16.9 million deficit. With those figures, Borr whiffed on both the top and bottom lines. On average, analysts tracking the company were expecting it to post more than $257 million in revenue and break even on the bottom line. Borr's year-over-year revenue growth was driven in no small measure by a higher rig count. In a related development, the net loss deepened largely due to expenses related to its purchase of five rigs, as well as a noncash credit loss provision totaling $8.4 million. A still drill Another factor putting the squeeze on Borr is a delay in the next phase of operations with one of the company's rigs, the Odin. This was to have begun drilling for its client, privately held energy company Cantium, in February, but hiccups in contract preparation and regulatory approvals have occurred, according to Borr. Odin is now expected to start drilling in late June; ...
東廊14電單車狂飆 警石澳截查疑涉非法改裝 拘九男五女 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】警方在石澳截查14輛電單車涉嫌非法改裝，帶走九男五女協助調查。 警方截停該批電單車，部分車身掛有「P牌」，並向...
東廊14電單車狂飆 警石澳截查疑涉非法改裝 拘九男五女 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】警方在石澳截查14輛電單車涉嫌非法改裝，帶走九男五女協助調查。 警方截停該批電單車，部分車身掛有「P牌」，並向司機了解情況。 昨晚十時半左右，警方接獲其他駕駛者報案，有十多部電單車沿東區走廊往柴灣方向高速行駛並「扒頭」，於是展開截查行動，在石澳道截停14部電單車。初步調查發現，電單車的死氣喉及車身裝置懷疑曾遭改裝，全部電單車帶返柴灣常達街車輛扣留中心進一步驗車。
In November 2023, we reported on dubious claims made by marketing firm Cox Media Group (CMG) Local Solutions. The company advertised a service called Active Listening on a website that said, “It’s true. Your devices are listening to you” and claimed it could use “voice data” to help advertisers target ads to specific people. Naturally, panic ensued . 404 Media , which initially spotted the website...
In November 2023, we reported on dubious claims made by marketing firm Cox Media Group (CMG) Local Solutions. The company advertised a service called Active Listening on a website that said, “It’s true. Your devices are listening to you” and claimed it could use “voice data” to help advertisers target ads to specific people. Naturally, panic ensued . 404 Media , which initially spotted the website, for instance, wrote that the idea of smartphones listening to people to sell products “may finally be a reality." A screenshot taken in 2023 from a webpage that CMG has since removed. Credit: Ars Technica via CMG Local Solutions The idea of a marketing firm using AI to “detect relevant conversations via smartphones, smart TVs, and other devices” in real time—according to a since-deleted CMG blog post from November 2023 (still viewable via the Internet Archive’s Wayback Machine )—has raised alarms. Read full article Comments
Four races into what has been a disjointed opening to the Formula One season, the sport is still in a period of rapid adaptation and adjustment as drivers and teams come to grips with their new cars. While this weekend’s Canadian Grand Prix may offer some indication of the form to come and championship ambitions, it is also something of an outlier. The focus in Montreal will be of two-fold interes...
Four races into what has been a disjointed opening to the Formula One season, the sport is still in a period of rapid adaptation and adjustment as drivers and teams come to grips with their new cars. While this weekend’s Canadian Grand Prix may offer some indication of the form to come and championship ambitions, it is also something of an outlier. The focus in Montreal will be of two-fold interest centred largely on Mercedes. The team have opened the new season with a dominant car that has claimed all four poles and all four wins. Yet with the new regulations offering enormous scope for improvement, a fierce development fight will define 2026. McLaren, Red Bull and Ferrari all brought their first major upgrades to the last round in Miami; Mercedes bring their opening salvo of major parts to Quebec. In Florida, Red Bull and, particularly, McLaren made a major step forward. The latter bring another tranche of upgrades to Canada, most importantly a new front wing, the schwerpunkt of the aerodynamic battle. The McLaren team principal, Andrea Stella, estimated Mercedes to still have about a 10th of a second on McLaren in Miami but, with all the new carbon fibre in place, some sense of the revised pecking order will be on show at the Circuit Gilles Villeneuve. Certainly, should Mercedes have made the same advances that their rivals did in Miami, they will retain the whip hand – and with it the intensity of the title fight between their drivers, Kimi Antonelli and George Russell, will surely ratchet up. The 19-year-old Antonelli, in only his second season in F1, has been enormously impressive, having won the last three races in a row to lead the world championship by 20 points from his far more experienced teammate. Russell, the pre‑season favourite, who could manage only fourth in Miami, unsurprisingly had to bat away inquiries in Canada as to whether he was starting to feel the pressure. “It’s been a turbulent start but the truth is Miami felt like the first tough race ...
國泰澳洲抵港客機疑遇氣流 8乘客及機組人員受傷 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】國泰航空一架由澳洲回港客機途中懷疑遇到氣流，有八人受傷。 傷者包括機組人員和乘客，分別扭傷頸、擦損手腳，由救護車送北大...
國泰澳洲抵港客機疑遇氣流 8乘客及機組人員受傷 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】國泰航空一架由澳洲回港客機途中懷疑遇到氣流，有八人受傷。 傷者包括機組人員和乘客，分別扭傷頸、擦損手腳，由救護車送北大嶼山醫院。國泰CX156客機從布里斯班來港，途中懷疑遭遇氣流。清晨六時許安全降落香港國際機場後，機長通知當局有機組人員和和乘客受傷，消防處派出多輛救護車戒備。
Nvidia (NVDA) just delivered another solid quarter, beating Wall Street expectations as soaring artificial intelligence (AI) demand continued to drive explosive growth across its data-center business. Despite the strong earnings report, the market’s initial reaction remained surprisingly muted. However, Nvidia’s long-term momentum appears far from over. Surging demand, next-generation chip launche...
Nvidia (NVDA) just delivered another solid quarter, beating Wall Street expectations as soaring artificial intelligence (AI) demand continued to drive explosive growth across its data-center business. Despite the strong earnings report, the market’s initial reaction remained surprisingly muted. However, Nvidia’s long-term momentum appears far from over. Surging demand, next-generation chip launches, and expanding growth opportunities could continue to drive strong growth in the coming quarters, pushing NVDA stock higher. Wall Street analysts remain bullish on Nvidia following its first-quarter results, maintaining a “Strong Buy” consensus rating. Moreover, the Street’s highest price target of $380 implies 70% potential upside from NVDA stock’s May 20 closing price of $223.47. Nvidia’s AI Empire Is Expanding Beyond GPUs Nvidia’s rally has largely been driven by its dominance in AI GPUs. However, what began as a GPU-led AI infrastructure cycle is evolving into a full-stack compute expansion, and Nvidia is positioning itself to capture a much larger share of enterprise and hyperscale spending. This could dramatically increase Nvidia’s long-term revenue opportunity. The company’s recent numbers show solid momentum in its business. Nvidia generated $82 billion in total revenue, up 85% year-over-year (YOY) and 20% sequentially. More importantly, Nvidia added $13.5 billion in revenue in just one quarter, a staggering increase for a company already operating at a massive scale. The biggest catalyst remains its data-center business, which produced $75 billion in revenue, rising 92% YOY and 21% sequentially. Nvidia attributes the acceleration primarily to continued adoption of its Blackwell architecture, with GB300 and NVL72 systems seeing particularly strong uptake among hyperscalers and frontier AI model developers. Within the business, data-center computing revenue climbed to $60 billion, while networking revenue nearly tripled YOY to $15 billion. That indicates Nvidia is ...
Nvidia (NVDA) just delivered another solid quarter, beating Wall Street expectations as soaring artificial intelligence (AI) demand continued to drive explosive growth across its data-center business. Despite the strong earnings report, the market’s initial reaction remained surprisingly muted. However, Nvidia’s long-term momentum appears far from over. Surging demand, next-generation chip launche...
Nvidia (NVDA) just delivered another solid quarter, beating Wall Street expectations as soaring artificial intelligence (AI) demand continued to drive explosive growth across its data-center business. Despite the strong earnings report, the market’s initial reaction remained surprisingly muted. However, Nvidia’s long-term momentum appears far from over. Surging demand, next-generation chip launches, and expanding growth opportunities could continue to drive strong growth in the coming quarters, pushing NVDA stock higher. More News from Barchart Wall Street analysts remain bullish on Nvidia following its first-quarter results, maintaining a “Strong Buy” consensus rating. Moreover, the Street’s highest price target of $380 implies 70% potential upside from NVDA stock’s May 20 closing price of $223.47. www.barchart.com Nvidia’s AI Empire Is Expanding Beyond GPUs Nvidia’s rally has largely been driven by its dominance in AI GPUs. However, what began as a GPU-led AI infrastructure cycle is evolving into a full-stack compute expansion, and Nvidia is positioning itself to capture a much larger share of enterprise and hyperscale spending. This could dramatically increase Nvidia’s long-term revenue opportunity. The company’s recent numbers show solid momentum in its business. Nvidia generated $82 billion in total revenue, up 85% year-over-year (YOY) and 20% sequentially. More importantly, Nvidia added $13.5 billion in revenue in just one quarter, a staggering increase for a company already operating at a massive scale. The biggest catalyst remains its data-center business, which produced $75 billion in revenue, rising 92% YOY and 21% sequentially. Nvidia attributes the acceleration primarily to continued adoption of its Blackwell architecture, with GB300 and NVL72 systems seeing particularly strong uptake among hyperscalers and frontier AI model developers. Within the business, data-center computing revenue climbed to $60 billion, while networking revenue nearly tripled YOY ...
When you see huge tech companies like Meta and Intuit lay off thousands of people making top-tier salaries, it makes many Americans worry about their own jobs. Even if you're making a good living and have discretionary income, it's reasonable to think that maybe you should cut back a little, or ...
When you see huge tech companies like Meta and Intuit lay off thousands of people making top-tier salaries, it makes many Americans worry about their own jobs. Even if you're making a good living and have discretionary income, it's reasonable to think that maybe you should cut back a little, or ...
After a very difficult 2025, UnitedHealth Group (UNH +1.54%) has rebounded sharply in 2026, and artificial intelligence (AI) is a contributing factor to its recovery. Health insurance is an increasingly complex business that requires processing reams of data on benefits and claims, cost estimates, care and provider options, prescriptions, and wellness plans, among other things. And UnitedHealth is...
After a very difficult 2025, UnitedHealth Group (UNH +1.54%) has rebounded sharply in 2026, and artificial intelligence (AI) is a contributing factor to its recovery. Health insurance is an increasingly complex business that requires processing reams of data on benefits and claims, cost estimates, care and provider options, prescriptions, and wellness plans, among other things. And UnitedHealth is the largest U.S. health insurer by enrollment, with about 45 million members. It's also the largest Medicare Advantage provider in the U.S. -- it dominates Medicare Advantage coverage in 41% of the 3,200 counties in the U.S. That extensive level of coverage means there's a lot of data to process. That suggests the health insurance industry is a great sector for AI. In March, UnitedHealth introduced a generative AI chatbot called Avery that coordinates the healthcare experience for members and learns from their interactions. Avery can explain benefits and claims status to members and deliver cost estimates for care. It can find providers, schedule appointments, and help with ID cards and drug benefits. The chatbot is already live for 6.5 million members with UnitedHealthcare (the company's insurance unit) employer-sponsored plans, and another 160,000 members with UnitedHealthcare Medicare Advantage plans. The company says Avery will be expanded to serve more than 20 million members by the end of this year. Avery is one of more than 1,000 AI applications in use across the company's insurance, health delivery, and pharmacy units. And that's just the start. The company says it will invest another $1.6 billion in AI this year. It's part of the company's ongoing effort to streamline care and reduce administrative waste. Expand NYSE : UNH UnitedHealth Group Today's Change ( 1.54 %) $ 5.91 Current Price $ 388.39 Key Data Points Market Cap $347B Day's Range $ 381.05 - $ 390.50 52wk Range $ 234.60 - $ 404.15 Volume 86.8K Avg Vol 8.4M Dividend Yield 2.31 % Wall Street approves of the...
India's Power Demand Hits Record High As Heat Drives Coal Use Submitted by Irina Slav of OilPrice.com India’s power generation rose to a new all-time high amid hot weather that drove air-conditioning demand up , with thermal generation, most of its coming from coal power plants, covering 62% of demand. Power demand on Thursday hit 271 GW, on the “fourth consecutive day when the peak power demand (...
India's Power Demand Hits Record High As Heat Drives Coal Use Submitted by Irina Slav of OilPrice.com India’s power generation rose to a new all-time high amid hot weather that drove air-conditioning demand up , with thermal generation, most of its coming from coal power plants, covering 62% of demand. Power demand on Thursday hit 271 GW, on the “fourth consecutive day when the peak power demand (solar hours) reached a new all-time high,” India’s power ministry said, as quoted by AFP. After milder temperatures tempered demand growth in the fiscal year to March 2026 to the lowest level in six years, demand is now beating peak consumption records amid heat waves at the start of this year’s summer. India’s coal demand from power plants is set to rise by 11.5% in the April to June quarter amid the peak electricity demand season in the country in May and June, sources with knowledge of the matter told the Economic Times in April. Besides coal, which dominated India’s grid this week, solar power covered 22% of demand, the power ministry also said, while hydro and wind provided another 5% each. India has been putting a lot of effort into diversifying its sources of electricity to reduce its reliance on imported fuels and cut emissions, of which it is the third-largest generator in the world. India expects to nearly quadruple its solar power capacity and triple wind power-generating assets within ten years, according to the new Generation Adequacy Plan published by the country’s Central Electricity Authority earlier this year. Challenges, however, remain, mostly in transmission, reflecting the broader global picture, where grid upgrades lag behind wind and solar installations, prompting so-called curtailment, which in the first quarter of the year reached 300 GWh. Coal-fired power generation and capacity installations, meanwhile, continue to rise, and coal remains a key pillar of India’s electricity mix, with about 60% share of total power output. Tyler Durden Fri, 05/22/20...