In trading on Thursday, the Invesco WilderHill Clean Energy ETF is outperforming other ETFs, up about 3.2% on the day. Components of that ETF showing particular strength include shares of D-wave Quantum, up about 24% and shares of Fuelcell Energy, up about 21.8% on the day. And underperforming other ETFs today is the KraneShares CSI China Internet ETF, down about 3% in Thursday afternoon trading. ...
In trading on Thursday, the Invesco WilderHill Clean Energy ETF is outperforming other ETFs, up about 3.2% on the day. Components of that ETF showing particular strength include shares of D-wave Quantum, up about 24% and shares of Fuelcell Energy, up about 21.8% on the day. And underperforming other ETFs today is the KraneShares CSI China Internet ETF, down about 3% in Thursday afternoon trading. Among components of that ETF with the weakest showing on Thursday were shares of Tal Education Group, lower by about 4.6%, and shares of Kanzhun, lower by about 4% on the day. VIDEO: Thursday's ETF Movers: PBW, KWEB The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Amazon.com, Inc. (NASDAQ:AMZN) ranks #3 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1% Amazon Web Services was already a leader in the cloud market when the AI revolution started, and that position has significantly boosted its growth. Demand has increased as AI companies and enterp...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Amazon.com, Inc. (NASDAQ:AMZN) ranks #3 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1% Amazon Web Services was already a leader in the cloud market when the AI revolution started, and that position has significantly boosted its growth. Demand has increased as AI companies and enterprises now need far more computing power to train and run large models, driving higher usage of AWS’s GPU-based cloud services and AI chips like Trainium and Inferentia. The result? AWS revenue rose 28% in Q1, amounting to about a $150 billion annualized run rate, marking its fastest growth in 15 quarters. Amazon Web Services is no longer just a cloud and software-focused AI company. Its AI-focused Trainium chip line is seeing strong demand and rapid scaling. Trainium has already built a backlog of over $225 billion, and that figure had crossed $20 billion earlier while still growing at a triple-digit year-over-year rate. The Information recently reported that Amazon’s Trainium AI chips are gaining traction with some developers who have traditionally relied on Nvidia’s GPUs. According to the publication, one user said inference workloads moved to Trainium’s newer chips after testing showed costs could be up to 35% lower than Nvidia’s H100. Amazon.com Inc (NASDAQ:AMZN) recently said its Trainium2 chip delivers about 30% better price-performance than comparable GPUs and is largely sold out, showing strong adoption from AI customers. Its next-generation Trainium3 improves performance by another 30% to 40% over Trainium2 and is already nearly fully subscribed. Vulcan Value Partners stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q1 2026 investor letter: “There were seven material detractors to performance: Ares Management Corporation, Ryan Specialty Holdings, Inc., Microsoft Corporation, Salesforce, Inc., UnitedHealth Group Incorporated, Amazon.com, Inc. (NA...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Amazon.com, Inc. (NASDAQ:AMZN) ranks #3 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1% Amazon Web Services was already a leader in the cloud market when the AI revolution started, and that position has significantly boosted its growth. Demand has increased as AI companies and enterp...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Amazon.com, Inc. (NASDAQ:AMZN) ranks #3 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1% Amazon Web Services was already a leader in the cloud market when the AI revolution started, and that position has significantly boosted its growth. Demand has increased as AI companies and enterprises now need far more computing power to train and run large models, driving higher usage of AWS’s GPU-based cloud services and AI chips like Trainium and Inferentia. The result? AWS revenue rose 28% in Q1, amounting to about a $150 billion annualized run rate, marking its fastest growth in 15 quarters. Amazon Web Services is no longer just a cloud and software-focused AI company. Its AI-focused Trainium chip line is seeing strong demand and rapid scaling. Trainium has already built a backlog of over $225 billion, and that figure had crossed $20 billion earlier while still growing at a triple-digit year-over-year rate. The Information recently reported that Amazon’s Trainium AI chips are gaining traction with some developers who have traditionally relied on Nvidia’s GPUs. According to the publication, one user said inference workloads moved to Trainium’s newer chips after testing showed costs could be up to 35% lower than Nvidia’s H100. Amazon.com Inc (NASDAQ:AMZN) recently said its Trainium2 chip delivers about 30% better price-performance than comparable GPUs and is largely sold out, showing strong adoption from AI customers. Its next-generation Trainium3 improves performance by another 30% to 40% over Trainium2 and is already nearly fully subscribed. Vulcan Value Partners stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q1 2026 investor letter: “There were seven material detractors to performance: Ares Management Corporation, Ryan Specialty Holdings, Inc., Microsoft Corporation, Salesforce, Inc., UnitedHealth Group Incorporated, Amazon.com, Inc. (NA...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) ranks #2 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.5% Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is effectively selling shovels in a gold rush with a near-dominant position in the industry. Its moat is wide because...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) ranks #2 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.5% Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is effectively selling shovels in a gold rush with a near-dominant position in the industry. Its moat is wide because very few companies can match its scale, manufacturing precision at cutting-edge nanometer nodes, and ability to consistently produce high-yield chips for the world’s most advanced AI designs. Global semiconductor sales reached $99.5 billion in March, a 79% year-over-year surge, according to data from the World Semiconductor Trade Statistics organization. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has over 60% share of the total foundry market and over 90% of the market for advanced nodes (7nm and below). It makes chips for giants like Nvidia, Apple, Qualcomm, Broadcom and many more. Read what a Broadcom executive recently said about the demand Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is facing here. Wedgewood Partners stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q1 2026 investor letter: “Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was a top contributor to portfolio performance in the first quarter. Revenues grew +25%, and the Company guided to accelerating revenue growth to +30% in 2026 as demand for compute accelerators for AI applications continues to ramp unabated. In addition, the Company recently reported that March revenue was up +45% year over year, +31% month over month, and +35% year to date. The semiconductor customer base has evolved to the point that the Company increasingly works directly with..... (Click Here to Read the Letter in Detail).” While we acknowledge the potential of TSM as an investment, we believe certain AI stocks offer greater upside potential and c...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) ranks #2 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.5% Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is effectively selling shovels in a gold rush with a near-dominant position in the industry. Its moat is wide because...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) ranks #2 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.5% Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is effectively selling shovels in a gold rush with a near-dominant position in the industry. Its moat is wide because very few companies can match its scale, manufacturing precision at cutting-edge nanometer nodes, and ability to consistently produce high-yield chips for the world’s most advanced AI designs. Global semiconductor sales reached $99.5 billion in March, a 79% year-over-year surge, according to data from the World Semiconductor Trade Statistics organization. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has over 60% share of the total foundry market and over 90% of the market for advanced nodes (7nm and below). It makes chips for giants like Nvidia, Apple, Qualcomm, Broadcom and many more. Read what a Broadcom executive recently said about the demand Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is facing here. Wedgewood Partners stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q1 2026 investor letter: “Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was a top contributor to portfolio performance in the first quarter. Revenues grew +25%, and the Company guided to accelerating revenue growth to +30% in 2026 as demand for compute accelerators for AI applications continues to ramp unabated. In addition, the Company recently reported that March revenue was up +45% year over year, +31% month over month, and +35% year to date. The semiconductor customer base has evolved to the point that the Company increasingly works directly with..... (Click Here to Read the Letter in Detail).” While we acknowledge the potential of TSM as an investment, we believe certain AI stocks offer greater upside potential and c...
The first wave of the artificial intelligence (AI) boom created unprecedented wealth, catapulting a select few mega-cap tech stocks into the stratosphere. Now, the second act is beginning. Institutional capital, wary of valuations priced for perfection, is executing a structural rotation. It is bypassing the saturated high-flyers and flowing into foundational semiconductor sector equities position...
The first wave of the artificial intelligence (AI) boom created unprecedented wealth, catapulting a select few mega-cap tech stocks into the stratosphere. Now, the second act is beginning. Institutional capital, wary of valuations priced for perfection, is executing a structural rotation. It is bypassing the saturated high-flyers and flowing into foundational semiconductor sector equities positioned to capture an expanding $132 billion data center compute market. Get Intel alerts: Sign Up This strategic shift is no longer a forecast; it is happening now, with recent market action providing clear evidence. Aggressive M&A activity and imminent hyperscaler deployment contracts are permanently re-rating the sector's margin profile as the AI halo effect finally moves down the supply chain to legacy silicon providers with the scale to execute. Awakening the Giants: Trading Volume Confirms the Rotation The most telling indicator of a major market rotation is not analyst commentary, but the flow of capital itself. Exceptional trading volume often precedes a structural re-rating of an asset, and the semiconductor sector is providing a textbook example. Intel Today INTC Intel $116.78 -2.18 (-1.83%) 52-Week Range $18.97 ▼ $132.75 Price Target $81.52 Add to Watchlist The clearest evidence comes from Intel Corporation NASDAQ: INTC, which recently saw its shares trade on a healthy intraday volume of 137.66 million, a stark deviation from its average. This surge is not an isolated event but the culmination of accumulated interest that has propelled the stock to a remarkable year-to-date performance of more than 220%. Such a large volume does not come from retail traders alone; it signals that large institutional funds are actively deploying capital, building significant positions in a name they believe is at an inflection point. This activity confirms the thesis that a deliberate and large-scale rotation is underway, targeting undervalued legacy players with the capacity to meet s...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. ASML Holding (NASDAQ:ASML) ranks #1 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.2% Think of ASML Holding (NASDAQ:ASML) as the company selling the only ultra-advanced mining machines in the AI gold rush. It makes extreme ultraviolet (EUV) lithography machines, which are used to etc...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. ASML Holding (NASDAQ:ASML) ranks #1 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.2% Think of ASML Holding (NASDAQ:ASML) as the company selling the only ultra-advanced mining machines in the AI gold rush. It makes extreme ultraviolet (EUV) lithography machines, which are used to etch incredibly small circuit patterns onto silicon wafers. These patterns are what allow companies like Nvidia, AMD, and Apple to build advanced AI chips. Its customers include leading chipmakers such as Taiwan Semiconductor Manufacturing Company, Intel, and Samsung. No other company can realistically replace ASML Holding (NASDAQ:ASML) in the near future because EUV lithography depends on extremely complex technologies that took decades to develop, including atomic-level precision mirrors, ultra-high vacuum systems, and light sources so advanced they required billions of dollars in R&D and a tightly integrated global supply chain. ASML Holding (NASDAQ:ASML) extreme ultraviolet (EUV) systems are already fully booked, underscoring strong demand for advanced chip manufacturing tools. It also raised its full-year revenue outlook to €36 billion–€40 billion, up from a previous range of €34 billion–€39 billion, reflecting continued strength in demand tied to AI infrastructure and advanced semiconductors. Polen International Growth Strategy stated the following regarding ASML Holding N.V. (NASDAQ:ASML) in its fourth quarter 2025 investor letter: “Finally, ASML Holding N.V. (NASDAQ:ASML) delivered another solid quarter as semiconductor capital equipment (“semi-cap”) companies continue to benefit from investor optimism around AI. Simply stated, advanced chips sit at the epicenter of everything AI related and ASML’s equipment is essential to printing advanced logic and volatile memory chips. Concerns about a slowdown.... (Click Here to Read the Letter in Detail).” Photo by Kaleidico on ...
Michael Novogratz , the billionaire founder of Galaxy Digital Inc. , squared off in court this week with BitGo Holdings Inc. Chief Executive Officer Mike Belshe in their protracted legal fight over a proposed merger that failed four years ago when the cryptocurrency markets cratered. BitGo is demanding that Galaxy pay it at least $100 million for pulling out of the $1.2 billion transaction — a dea...
Michael Novogratz , the billionaire founder of Galaxy Digital Inc. , squared off in court this week with BitGo Holdings Inc. Chief Executive Officer Mike Belshe in their protracted legal fight over a proposed merger that failed four years ago when the cryptocurrency markets cratered. BitGo is demanding that Galaxy pay it at least $100 million for pulling out of the $1.2 billion transaction — a deal that was the biggest ever in the crypto industry when it was proposed in 2021. BitGo claims Galaxy failed to use reasonable efforts to get the deal done and hid from it details of probes by US authorities that likely would have impacted their ability to complete the merger. Novogratz, a longtime crypto enthusiast with tattoos of Bitcoin and Luna, claimed in testimony this week that Galaxy wasn’t a subject of those investigations, which had no bearing on the regulatory approval process. He also said BitGo forfeited its right to the termination fee by failing to provide the required financial statements in time. “The entire time, I was pushing to get this deal done,” Novogratz said Tuesday in Delaware Chancery Court, where the case will be decided by a judge after the trial ends this week. But, he said, both companies eventually realized regulatory approval was unlikely because the US Securities and Exchange Commission under then-Chairman Gary Gensler was making it “very difficult to get this deal done.” At one point, Galaxy even proposed a merger in Canada to wait out the SEC, he said. Galaxy is involved in almost all aspects of the crypto business , from Bitcoin mining to digital asset management and trading. The merger agreement with BitGo, a digital-asset infrastructure provider, was part of Novogratz’s plan to expand services as retail investors, hedge funds and institutional investors were jumping into the market and Bitcoin surged through much of 2021. As a condition of the BitGo deal, Galaxy agreed to publicly list the combined company on the Nasdaq exchange, which ...
A new question in being asked in Havana as people digest the news that the US has brought criminal charges against Cuba’s 94-year-old former president, Raúl Castro: who’s your neighbour? If you happen to live near a senior figure in Cuba’s government or armed forces, others suck their teeth in an expression of concerned sympathy. For the first time, US military strikes on the island are being cons...
A new question in being asked in Havana as people digest the news that the US has brought criminal charges against Cuba’s 94-year-old former president, Raúl Castro: who’s your neighbour? If you happen to live near a senior figure in Cuba’s government or armed forces, others suck their teeth in an expression of concerned sympathy. For the first time, US military strikes on the island are being considered a serious possibility. There is also anger at Washington, from a population that had previously lost its faith in its own government. “How dare they?” said a teacher in Havana, who was considering attending a march against the indictment on Friday morning. “I’d never normally go to something like that, but it’s despicable. Who are they to threaten us in such a way?” View image in fullscreen In 1996, protesters gather at the Brothers to the Rescue hangar at Opa-Locka airport, Florida, after Cuba shot down two planes. Photograph: Chuck Fadely/TNS/Zuma Press Wire/Shutterstock It’s now 30 years since Cuban fighter jets shot down two unarmed Cessna planes belonging to the exile group Brothers to the Rescue in international airspace just north of Havana. Four people died. At the time, it was seen not only as an atrocity, but a terrible strategic error. Now the incident is at the heart of the US indictment of Castro. What is less remembered is that it wasn’t a surprise. I covered the story from Miami, where Eloy Gutiérrez Menoyo – the first rebel leader to enter Havana under Fidel Castro but by then living in exile – told me: “Everybody here knew something was going to happen to the planes.” Brothers to the Rescue was a group originally founded by a Bay of Pigs veteran José Basulto to spot Cuban refugees trying to reach the United States on makeshift rafts. By the mid-90s, it had turned to provocation by buzzing Cuba itself and dropping leaflets – something Fidel Castro himself said the US would never tolerate over its own capital, according to the book Back Channel to Cuba...
Key Points Kroger beat on earnings but missed on sales today. Guidance remains intact for full-year earnings approaching $4.80 per share. 10 stocks we like better than Kroger › Kroger (NYSE: KR) stock slid 4.9% through 12:10 p.m. ET Thursday after beating on earnings, but missing on sales this morning. Analysts forecast Kroger would earn an adjusted $1.03 per share on sales of $34.2 billion in its...
Key Points Kroger beat on earnings but missed on sales today. Guidance remains intact for full-year earnings approaching $4.80 per share. 10 stocks we like better than Kroger › Kroger (NYSE: KR) stock slid 4.9% through 12:10 p.m. ET Thursday after beating on earnings, but missing on sales this morning. Analysts forecast Kroger would earn an adjusted $1.03 per share on sales of $34.2 billion in its Q3 earnings report. Kroger actually earned $1.05 per share, but its sales fell short at $33.9 billion. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Kroger Q3 earnings This news gets worse. Same-store sales increased 2.6% year over year, but total revenue still sank 0.9%. Kroger took $3 in charges to earnings for asset impairment of its automated fulfillment network, reducing GAAP earnings (as calculated according to generally accepted accounting principles) to negative $2.02 per share. CEO Ron Sargent insisted Kroger had a "strong" Q3. (And to be fair, if not for the accounting adjustment, earnings actually would have grown 7%, faster than sales, thanks in part to a 40 basis point improvement in gross margins). Is Kroger stock a buy? In other positive news, Kroger mostly stuck with previous guidance for the whole year, predicting earnings per share from $4.75 to $4.80, with $2.8 billion to $3 billion in free cash flow. This is all despite same-store sales slowing to about 2.9%, below previous predictions. On a share price of $62 and change, this values Kroger stock at about 13 times current year earnings, and an only slightly more expensive 14 times current year free cash flow. On a stock paying a decent 2.1% dividend yield, Kroger shouldn't have to grow much faster than 10% annually over the next five years to justify the stock price. Really, the best reason to sell Kroger stock today is not because of the earnings it just reported -- but because in future years, analysts forecast ea...
The value-over-growth rotation that strategists had been calling for since the start of the year is finally showing up in fund returns. Through mid-May, large-cap value indexes are running ahead of several large-cap growth peers for the first sustained stretch in years, and the three cleanest vehicles for capturing it are Vanguard S&P 500 Value ... Three S&P 500 Value ETFs Beating Some Growth Riva...
The value-over-growth rotation that strategists had been calling for since the start of the year is finally showing up in fund returns. Through mid-May, large-cap value indexes are running ahead of several large-cap growth peers for the first sustained stretch in years, and the three cleanest vehicles for capturing it are Vanguard S&P 500 Value ... Three S&P 500 Value ETFs Beating Some Growth Rivals in 2026 and Most Investors Are Still Looking the Other Way
Over the next year, countries that are home to 40% of the world’s population are set to get access to Ozempic and Wegovy generics that could cost as little as $15 a month.
Over the next year, countries that are home to 40% of the world’s population are set to get access to Ozempic and Wegovy generics that could cost as little as $15 a month.
is a senior reviewer with over twenty years of experience. She covers smart home, IoT, and connected tech, and has written previously for Wirecutter, Wired, Dwell, BBC, and US News. Posts from this author will be added to your daily email digest and your homepage feed. All the smart home news, reviews, and gadgets you need to know about Selling the smart home has been hard. Even Amazon has lost mo...
is a senior reviewer with over twenty years of experience. She covers smart home, IoT, and connected tech, and has written previously for Wirecutter, Wired, Dwell, BBC, and US News. Posts from this author will be added to your daily email digest and your homepage feed. All the smart home news, reviews, and gadgets you need to know about Selling the smart home has been hard. Even Amazon has lost money in the space, despite putting hundreds of millions of Echo devices in people’s homes. Google has also reportedly struggled to turn a profit from its substantial investment in Nest. But now Google is seeing dollar signs in the prospect of selling AI-driven subscriptions in the smart home. And it’s not alone. At Google I/O this week, Google announced it’s expanding its Gemini for Home APIs to allow companies to integrate more of its Gemini-powered smart home features into their own apps. In a blog post, Google’s Ravi Akella, director of product management for the Home Platform, said this will enable “service providers and hardware manufacturers to build monetizable, proactive services that care for users and their homes.” These features include those currently offered on its Google Home platform and Nest cameras, such as AI-generated text descriptions from cameras that tell you “a child is riding a bike on the lawn” rather than just “person detected,” and Ask Home, which lets you query your home with natural language, such as search your camera feeds to find when the UPS driver came by. Google is also expanding access to its Home Brief feature, which summarizes what happened around your home at the end of each day, to third parties, and adding the ability to use natural language to create routines, such as “make my home look occupied when I’m not here.” Previous Next 1 / 3 Google’s Home Brief summarizes the day’s activity from cameras and devices around a home. Screenshot by Jennifer Pattison Tuohy / The Verge Companies like ADT and AT&T are already using Google’s Home AP...
The rapid growth of the artificial intelligence (AI) market has driven many tech stocks to their record highs over the past few years. One of the biggest catalysts for that market was the rapid adoption of generative AI tools that create new content -- such as text, images, videos, and audio -- by learning patterns from massive datasets. From 2026 to 2033, the generative AI market could expand at ...
The rapid growth of the artificial intelligence (AI) market has driven many tech stocks to their record highs over the past few years. One of the biggest catalysts for that market was the rapid adoption of generative AI tools that create new content -- such as text, images, videos, and audio -- by learning patterns from massive datasets. From 2026 to 2033, the generative AI market could expand at a 40.8% CAGR, according to Grand View Research, as more industries adopt those tools. Therefore, it's still a great time to invest in the AI linchpins -- including Nvidia (NVDA 1.85%) and Broadcom -- even though their stocks have already skyrocketed over the past few years. However, if you want to diversify your investments across the entire generative AI market, it might be smarter to invest in an exchange-traded fund (ETF) that covers the whole sector. One of those ETFs is the Roundhill Generative AI & Technology ETF (CHAT +1.74%), which promoted itself as the market's first-ever generative AI ETF upon its May 2023 launch. Let's see why analysts and investors are closely tracking this ETF -- and if it's still worth buying today. The key facts about CHAT CHAT has $1.75 billion in assets under management and holds 43 stocks in its portfolio. Its top six holdings are Nvidia (7.06% of its portfolio), Alphabet (6.56%), AMD (5.70%), SK Hynix (5.29%), Micron (5.24%), and Samsung (4.04%). It's risen nearly 240% since its inception, outpacing the S&P 500's 76% rally and the Nasdaq's 106% gain. Expand NYSEMKT : CHAT Tidal Trust II - Roundhill Generative Ai & Technology ETF Today's Change ( 1.74 %) $ 1.50 Current Price $ 87.80 Key Data Points Day's Range $ 86.35 - $ 87.90 52wk Range $ 40.87 - $ 89.08 Volume 12K Most of that growth was driven by the AI chipmakers in its portfolio, which profited from the soaring demand for GPUs, high-bandwidth memory (HBM) chips, networking chips, and other equipment across the data center market. It was also invested in the hyperscalers that were ra...
Key Points Frontier Capital Management increased its Stride stake by 1,388,589 shares; estimated trade value $112.63 million (based on average first-quarter 2026 pricing). Quarter-end position value rose by $126.17 million, reflecting both trading and price movement. Stride position change represented a 1.16% increase relative to Frontier Capital’s 13F reportable AUM. Fund held 1,549,291 shares of...
Key Points Frontier Capital Management increased its Stride stake by 1,388,589 shares; estimated trade value $112.63 million (based on average first-quarter 2026 pricing). Quarter-end position value rose by $126.17 million, reflecting both trading and price movement. Stride position change represented a 1.16% increase relative to Frontier Capital’s 13F reportable AUM. Fund held 1,549,291 shares of Stride worth $136.60 million at quarter's end. Stride now accounts for 1.4% of Frontier Capital’s AUM, which makes it the fund's sixth-largest holding. 10 stocks we like better than Stride › What happened According to its SEC filing dated May 15, 2026, Frontier Capital Management increased its position in Stride (NYSE:LRN) by 1,388,589 shares during the first quarter. The estimated trade value was $112.63 million, calculated using the quarter’s average closing share price. At quarter end, the Stride stake was valued at $136.60 million, an increase of $126.17 million from the prior period. What else to know Frontier Capital Management bought more Stride, bringing its stake to 1.4% of 13F AUM. Top holdings after the filing: FTAI Aviation : $260.24 million (2.7% of AUM) Darling Ingredients : $151.88 million (1.6% of AUM) United Therapeutics : $149.85 million (1.5% of AUM) Circle Internet Group : $147.71 million (1.5% of AUM) Granite Construction : $142.39 million (1.5% of AUM) As of May 20, 2026, Stride shares were trading at $89.06, down 45.1% over the past year and underperforming the S&P 500 by 70 percentage points. Company overview Metric Value Price (as of market close May 20, 2026) $89.06 Market capitalization $3.79 billion Revenue (TTM) $2.54 billion Net income (TTM) $308.12 million Company snapshot Stride delivers technology-based educational services and online curriculum for K-12 students, as well as career learning programs for adult learners through brands such as Galvanize, Tech Elevator, and MedCerts. The company generates revenue by providing integrated educati...
Berkshire Hathaway’s board has updated its by-laws and, under new CEO Greg Abel, reshaped the equity portfolio by exiting long-held positions such as Visa, Mastercard, UnitedHealth, and Amazon while adding or expanding stakes in Alphabet, Delta Air Lines, and Macy’s. These moves, alongside the departure of portfolio manager Todd Combs, highlight a refreshed capital allocation approach that still p...
Berkshire Hathaway’s board has updated its by-laws and, under new CEO Greg Abel, reshaped the equity portfolio by exiting long-held positions such as Visa, Mastercard, UnitedHealth, and Amazon while adding or expanding stakes in Alphabet, Delta Air Lines, and Macy’s. These moves, alongside the departure of portfolio manager Todd Combs, highlight a refreshed capital allocation approach that still preserves Berkshire’s core long-term holdings and culture. We’ll now examine how this major portfolio reshuffling under Greg Abel’s leadership influences Berkshire Hathaway’s broader investment narrative and future positioning. We've uncovered the 10 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. What Is Berkshire Hathaway's Investment Narrative? To own Berkshire Hathaway today, you have to believe in a conservative, cash-rich conglomerate that compounds value across a mix of operating businesses and a concentrated equity book, even if earnings growth expectations are modest and recent share price returns have lagged the market. Greg Abel’s first quarters in charge, including the 13F reshuffle and updated by-laws, mostly reinforce that story rather than rewrite it: capital is still disciplined, core stakes like Apple, American Express, and Coca-Cola remain intact, and the record US$397 billion cash and T-bill pile keeps optionality front and center. The bigger near term swing factors are how effectively this new management team allocates that cash and whether portfolio concentration in a handful of large holdings remains an asset or becomes a vulnerability; the portfolio rotation itself looks incremental, not a thesis-breaker. However, one risk in particular could matter more than it first appears. Despite retreating, Berkshire Hathaway's shares might still be trading 37% above their fair value. Discover the potential downside here. Exploring Other Perspectives BRK.A 1-Year Stock Price Chart Ten fair value estimates from the Simpl...
AMD (NASDAQ: AMD) said Thursday it plans to invest more than $10 billion into Taiwan’s chip-making industry and rolled out new processors designed to take on Nvidia (NASDAQ: NVDA) in artificial intelligence computing. The semiconductor company said the money will go toward Taiwan’s chip production facilities and AI technology development. Most of the investment targets improvements in how chips ge...
AMD (NASDAQ: AMD) said Thursday it plans to invest more than $10 billion into Taiwan’s chip-making industry and rolled out new processors designed to take on Nvidia (NASDAQ: NVDA) in artificial intelligence computing. The semiconductor company said the money will go toward Taiwan’s chip production facilities and AI technology development. Most of the investment targets improvements in how chips get manufactured and put together, particularly for next-generation AI systems. Taiwan remains central to global chip production thanks to Taiwan Semiconductor Manufacturing Co. (TPE: 2330), the world’s largest contract chipmaker. TSMC makes components for major tech companies like Nvidia and Apple (NASDAQ: AAPL) AMD’s stock has doubled this year as businesses keep pouring money into AI infrastructure. The company is trying to narrow the gap with Nvidia, which reported strong quarterly earnings Wednesday. “Working with strategic partners in Taiwan and globally, AMD is advancing leading-edge silicon, packaging and manufacturing technologies that enable higher performance, greater efficiency and faster deployment of AI systems,” the company said in its announcement. The Taiwan commitment will focus on partnerships with local companies to improve chip packaging and manufacturing for future AI hardware. AMD said it’s working with Taiwan firms ASE and SPIL on technology that links chips together, which can improve performance and efficiency. The upgrades are meant to support Helios, AMD’s AI server platform set to launch in the second half of 2026. Manufacturing partners for Helios include Sanmina, Wiwynn, Wistron, and Inventec. AMD’s new processor packs 16 cores AMD (NASDAQ: AMD) also announced its Ryzen AI Max+ Pro 495 chip, trying to get ahead of Nvidia’s rumored laptop processors. The chip has a Zen 5 CPU with 16 cores and 32 threads that can hit speeds of 5.2GHz. But it uses the same RDNA 3.5 graphics architecture from the older Ryzen AI Max+ 395. The graphics chip, a Radeon ...
In trading on Thursday, grocery & drug stores shares were relative laggards, down on the day by about 2.2%. Helping drag down the group were shares of Albertsons Companies, off about 5.9% and shares of Grocery Outlet Holding down about 5.2% on the day. Also lagging the market Thursday are department stores shares, down on the day by about 1.9% as a group, led down by Walmart, trading lower by abou...
In trading on Thursday, grocery & drug stores shares were relative laggards, down on the day by about 2.2%. Helping drag down the group were shares of Albertsons Companies, off about 5.9% and shares of Grocery Outlet Holding down about 5.2% on the day. Also lagging the market Thursday are department stores shares, down on the day by about 1.9% as a group, led down by Walmart, trading lower by about 7.8% and PriceSmart, trading lower by about 4%. VIDEO: Thursday Sector Laggards: Grocery & Drug Stores, Department Stores The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Thursday, manufacturing shares were relative leaders, up on the day by about 2.6%. Leading the group were shares of Comtech Telecommunications, up about 15.6% and shares of AmpliTech Group up about 11.8% on the day. Also showing relative strength are television & radio shares, up on the day by about 1.5% as a group, led by Entravision Communications, trading up by about 7.1% and Siri...
In trading on Thursday, manufacturing shares were relative leaders, up on the day by about 2.6%. Leading the group were shares of Comtech Telecommunications, up about 15.6% and shares of AmpliTech Group up about 11.8% on the day. Also showing relative strength are television & radio shares, up on the day by about 1.5% as a group, led by Entravision Communications, trading up by about 7.1% and SiriusXM Holdings, trading up by about 5.4% on Thursday. VIDEO: Thursday Sector Leaders: Manufacturing, Television & Radio Stocks The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Cisco Systems (NASDAQ:CSCO) ranks #5 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.5% Cisco benefits from the AI buildout because of its relevance to the networking and connectivity layer that large AI systems depend on. As hyperscalers such as Meta, Amazon, Alphabet, and Microsoft ...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Cisco Systems (NASDAQ:CSCO) ranks #5 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.5% Cisco benefits from the AI buildout because of its relevance to the networking and connectivity layer that large AI systems depend on. As hyperscalers such as Meta, Amazon, Alphabet, and Microsoft expand spending on data centers, a significant portion of that capital is directed toward networking infrastructure needed to connect massive clusters of GPUs and servers. Cisco Silicon One networking silicon platform and optical networking are used in hyperscaler environments, where performance and low-latency communication between machines are critical for training and running AI models. Cisco Systems recently surged to new highs, posting its biggest one-day gain since 2011 after strong quarterly results and upbeat guidance. The company’s AI networking business grew strongly, helping drive investor optimism around its position in the AI infrastructure cycle. HSBC upgraded Cisco from Hold to Buy and said AI is becoming a structural tailwind for the company, with AI revenue having a bigger-than-expected financial impact. The firm expects AI to account for about 6% of Cisco’s revenue in fiscal 2026 and around 9% in fiscal 2027. Photo by Mika Baumeister on Unsplash While we acknowledge the potential of CSCO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.
Defaults in private credit have been reaching record highs, and fund redemptions have exceeded inflows in some of the sector's riskiest segments. But the troubles in private equity could be just getting started as yields in bond markets around the world climb to the highest level in years, forcing loan refinancings at higher rates. The yield on the 10-year U.S. Treasury note climbed above 4.68% on...
Defaults in private credit have been reaching record highs, and fund redemptions have exceeded inflows in some of the sector's riskiest segments. But the troubles in private equity could be just getting started as yields in bond markets around the world climb to the highest level in years, forcing loan refinancings at higher rates. The yield on the 10-year U.S. Treasury note climbed above 4.68% on Tuesday, the highest since January 2025. That day, the rate on the 30-year note surpassed 5.19%, a level not seen since 2007 . US10Y 5D mountain The 10-year Treasury note yield in the past five trading days The yield spike is happening globally alongside the U.S.-Israel war on Iran, which has pushed up energy prices and inflation, spooking investors who want greater returns. Private credit firms make money on interest rate spreads based on Treasury yields, which means they're refinancing their bad loans at a higher cost. Westwood Capital managing partner Dan Alpert said Tuesday he had been "very worried" and that rising interest rates were only making matters worse. "Higher Treasury rates make it harder for companies to refinance, and you've got a jittery market out there worried about inflation," he told CNBC. "Teasing [the macroeconomic factors] apart from what I believe is some significant credit weakness in private credit is very, very difficult." Warning signs from ratings agencies Fitch Ratings' U.S. private credit default rate reached a record of 6.0% for the twelve months ended April 2026, which was up from 5.7% in March. It was the highest rate since the creation of the index in 2024. The ratings agency clocked 10 private credit defaults last month, with seven of those engaging in maturity extensions that were "under stress." Most of those kicked loan maturities out by one or two years from their original date. Another default monitor from ratings agency KBRA declined for the first time in April since 2024, dropping to 3.1% from its 2025 peak of 3.9%. Lenders are ...