straga/iStock via Getty Images Stocks for the week ended May 15 were 2,391 Bcf vs. 2,290 Bcf for the week ended May 8. Net change: +101 Bcf . Consensus: + 96B. Natural Gas Futures ( NG1:COM ) +0.5% to $ 3.02 /MMBtu. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( FCG ), ( UNL ), ( HNU:CA ) Click here to read the full EIA Weekly Natural Gas Storage Report. More on Natural Gas Futures, United States Natural Ga...
straga/iStock via Getty Images Stocks for the week ended May 15 were 2,391 Bcf vs. 2,290 Bcf for the week ended May 8. Net change: +101 Bcf . Consensus: + 96B. Natural Gas Futures ( NG1:COM ) +0.5% to $ 3.02 /MMBtu. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( FCG ), ( UNL ), ( HNU:CA ) Click here to read the full EIA Weekly Natural Gas Storage Report. More on Natural Gas Futures, United States Natural Gas Fund LP ETF, etc. Commodities: Oil Drops As Hopes For Persian Gulf Resolution Grow Why Oil Price Spikes Cause Recessions But High Prices Don't Commodities: Oil Rallies With U.S.-Iran Deadlock NATO weighs mission to reopen Strait of Hormuz - report Energy shock may turn deflationary, Michael Green says—CNBC interview
Chubb ( CB ) on Thursday announced an ~5% increase in its dividend payout and a new $7.5B share repurchase program. At the 2026 Annual General Meeting held in Zurich, Switzerland, shareholders approved a 5.2% increase in the annual dividend to $4.08 per share from $3.88 per share. The dividend will be payable out of legal reserves. The quarterly dividend of $1.02 per share will be payable on July ...
Chubb ( CB ) on Thursday announced an ~5% increase in its dividend payout and a new $7.5B share repurchase program. At the 2026 Annual General Meeting held in Zurich, Switzerland, shareholders approved a 5.2% increase in the annual dividend to $4.08 per share from $3.88 per share. The dividend will be payable out of legal reserves. The quarterly dividend of $1.02 per share will be payable on July 2 to shareholders of record at the close of business on June 12. The new stock buyback program is effective July 1, and has no expiration date. Timing and volume of the buybacks will be determined by the management. Repurchases are expected to be made in the open market, in privately negotiated transactions, block trades, accelerated repurchases, or through option or other forward transactions. The existing share repurchase program will remain effective through June 30. More on Chubb Chubb Limited 2026 Q1 - Results - Earnings Call Presentation Chubb: Still Boring, Still Profitable Chubb Limited (CB) Q1 2026 Earnings Call Transcript Chubb subsidiary prices $1B public offering of 5.30% senior notes due 2036 Chubb dividend preview: 29 year streak set for another raise
metamorworks/iStock via Getty Images Rigetti Computing ( RGTI ) shares surged Thursday alongside other quantum computing stocks ( QTUM ) after reports that the U.S. government is awarding $2B in grants to nine firms, including Rigetti, in deals that include government equity stakes. The stock was recently trading just under $21 a share at press time, up more than 20% intraday, putting it back near...
metamorworks/iStock via Getty Images Rigetti Computing ( RGTI ) shares surged Thursday alongside other quantum computing stocks ( QTUM ) after reports that the U.S. government is awarding $2B in grants to nine firms, including Rigetti, in deals that include government equity stakes. The stock was recently trading just under $21 a share at press time, up more than 20% intraday, putting it back near a key technical zone on the daily chart. Shares are now testing the 78.6% Fibonacci retracement level after rebounding from their spring lows, with the 200-day simple moving average near $23 sitting just above as the next major resistance area. The move also lifts Rigetti further above its 50-day simple moving average near $16.70, which had acted as shorter-term support during the stock’s recent consolidation. The RSI subgraph has risen sharply to around 60, showing renewed momentum, though the stock remains below the heavier resistance created by the 200-day average. Seeking Alpha More on Rigetti Computing Rigetti: 3 Long Years Ahead Rigetti Computing, Inc. (RGTI) Q1 2026 Earnings Call Transcript Rigetti Computing, Inc. 2026 Q1 - Results - Earnings Call Presentation IBM, D-Wave, Rigetti, GlobalFoundries confirm proposed U.S. quantum funding awards (update) Quantum computing is the latest U.S. government equity bet
China’s push for semiconductor self-reliance is hitting the capital markets. The parent company of Yangtze Memory Technologies Co (YMTC), the nation’s leading 3D NAND flash memory manufacturer, officially started the tutoring process for an initial public offering (IPO) on Tuesday, according to a filing with the China Securities Regulatory Commission. Citic Securities and China Securities are acti...
China’s push for semiconductor self-reliance is hitting the capital markets. The parent company of Yangtze Memory Technologies Co (YMTC), the nation’s leading 3D NAND flash memory manufacturer, officially started the tutoring process for an initial public offering (IPO) on Tuesday, according to a filing with the China Securities Regulatory Commission. Citic Securities and China Securities are acting as tutoring institutions. Meanwhile, its peer, ChangXin Memory Technologies (CXMT), China’s leading DRAM maker , is further along the listing track with an upcoming review by the listing committee scheduled for May 27, according to the Shanghai Stock Exchange. Advertisement Here is a run down on YMTC’s business, its technology and an explanation of why investors are watching closely. What is YMTC and what does it do? Founded in December 2016, YMTC is China’s leader in 3D NAND flash memory – the non-volatile storage used to hold data in solid-state drives (SSDs), smartphones, PCs and data centres.
seb_ra/iStock via Getty Images I don't really talk much about my own interests when I write these articles. However, I would like to point out that I am big into the chess collecting community. Although I purchased sets, boards, and other things, my primary area of concentration would be the chess clocks. I've got somewhere around 150 as of this writing. The reason why I bring this up is because s...
seb_ra/iStock via Getty Images I don't really talk much about my own interests when I write these articles. However, I would like to point out that I am big into the chess collecting community. Although I purchased sets, boards, and other things, my primary area of concentration would be the chess clocks. I've got somewhere around 150 as of this writing. The reason why I bring this up is because some of those have even been found on a platform known as 1stdibs.com ( DIBS ), which up until now I did not know was a publicly traded enterprise. Once I found out that it was, I had to dig in deeper. And what I found was that, in many respects, the company is doing a fine job at the moment. Lately, it has seen a bit of weakness, and that does deserve some attention. But the overall trend has been growing revenue and shrinking losses. Cash flows are moving in the direction of being positive, and some of those metrics even are right now. So on the whole, I would say that the company makes for a fascinating candidate. If management can continue to move the company in the direction that it has been moving it in, I would even say that calling it a ‘buy’ might make sense. But for now, I believe that rating it a speculative ‘hold’ is more appropriate. I’m not ready to bid on 1stdibs.com For those who are unfamiliar with 1stdibs.com, the company operates as an online marketplace that connects buyers and sellers of vintage, antique, and contemporary furniture, not to mention other items. These include home decor, jewelry, watches, art, and fashion related goods. And even though most of my chess clock purchases have occurred on other websites, I have purchased some on there as well. This means that the company serves a very niche role in the online shopping space. While other platforms such as eBay ( EBAY ) and Amazon ( AMZN ) are more mass market, this company is content to have a very narrow focus. And honestly, that kind of emphasis can certainly create a valuable and viable ente...
Iran’s Supreme Leader Ayatollah Mojtaba Khamenei has banned the transfer of the country’s near-weapons-grade uranium abroad, two senior Iranian sources told Reuters. The directive directly challenges a core U.S. and Israeli demand at ongoing peace talks. Israeli officials told Reuters that Trump has assured Israel that Iran’s highly enriched uranium stockpile will be removed from the country as pa...
Iran’s Supreme Leader Ayatollah Mojtaba Khamenei has banned the transfer of the country’s near-weapons-grade uranium abroad, two senior Iranian sources told Reuters. The directive directly challenges a core U.S. and Israeli demand at ongoing peace talks. Israeli officials told Reuters that Trump has assured Israel that Iran’s highly enriched uranium stockpile will be removed from the country as part of any final peace deal. Israeli Prime Minister Benjamin Netanyahu has maintained that the war will not end until the material is removed, proxy funding terminates, and Iran's ballistic missiles are eliminated. Western states point to Iran's 60% uranium enrichment as proof of a weapons program. Iran denies seeking nuclear arms, claiming the material is for medical and research purposes. The Iranian sources, speaking on condition of anonymity, told Reuters there is deep suspicion that the current, shaky ceasefire is a tactical deception by Washington before it renews airstrikes. Officials believe shipping the material abroad would strip the country of its primary strategic leverage and leave it highly vulnerable to future attacks. The current pause follows initial U.S.-Israeli strikes on Iran on February 28, which triggered retaliatory Iranian strikes against Gulf states hosting U.S. bases. Breakthroughs in the Pakistan-mediated talks remain stalled, aggravated by a U.S. port blockade and Tehran's grip on the vital Strait of Hormuz oil route. Trump stated the U.S. is prepared to resume military action if a deal is not reached, though he suggested Washington could wait a few days for the right answers. Before the war, Iran was willing to export half of its 60% enriched stockpile, but sources told Reuters that position was abandoned after direct threats from Trump. Iranian sources indicated to Reuters that technical formulas still exist to resolve the issue, suggesting Tehran could dilute the stockpile under the supervision of the International Atomic Energy Agency. More on...
During an interview with CNBC, Huang downplayed concerns of rising competition in the AI infrastructure space, stating that Nvidia is gaining share in the hyperscalers segment. Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading...
During an interview with CNBC, Huang downplayed concerns of rising competition in the AI infrastructure space, stating that Nvidia is gaining share in the hyperscalers segment. Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Huang said during the interview that AI has moved from generative to agentic, meaning the technology can now reason, understand the tasks given to it, plan, and perform the required work. He added that this shift has made tokens profitable, so AI model builders want more compute to generate more revenue, which has helped Nvidia’s sales. Huang also downplayed concerns of rising competition from its customers-turning-competitors like Amazon, which also has its own chip business. Nvidia Corp. (NVDA) CEO Jensen Huang on Thursday stated that the company has “big plans” for Anthropic, after the chip giant posted yet another beat-and-raise quarter on Wednesday. During an interview with CNBC, Huang downplayed concerns of rising competition in the AI infrastructure space, stating that Nvidia is gaining share in the hyperscalers segment. Read Next Loading... Loading... “We’re gaining share there because… we’ve always supported OpenAI, xAI, Meta, Microsoft and a whole bunch of other AI startups, but this year, we had the benefit of also winning Anthropic,” Huang said. He added that Nvidia is helping the OpenAI rival scale up and have more capacity to expand its reach and generate more revenue. “With Anthropic, we’re scaling very, very quickly. We’ve got big plans for them,” Huang said, while adding that Nvidia is gaining share in AI inference as well as hyperscalers. Nvidia shares were down 2% in Thursday’s opening trade. NVDA was among the top trending tickers on Stocktwits at the t...
Image source: The Motley Fool. Wednesday, May 20, 2026 at 8 a.m. ET Call participants Executive Chairman and President — Jesús Zamora Leon Chief Financial Officer and Executive Vice President — Gisele Ferrero Executive Vice President of Strategy and Equity Capital Markets — Lorenzo Massart Head of Investor Relations — Ana Maria Mora Takeaways Consolidated Revenue -- PEN 1.2 billion with 10% FX-neu...
Image source: The Motley Fool. Wednesday, May 20, 2026 at 8 a.m. ET Call participants Executive Chairman and President — Jesús Zamora Leon Chief Financial Officer and Executive Vice President — Gisele Ferrero Executive Vice President of Strategy and Equity Capital Markets — Lorenzo Massart Head of Investor Relations — Ana Maria Mora Takeaways Consolidated Revenue -- PEN 1.2 billion with 10% FX-neutral growth, driven by increases in all segments. -- PEN 1.2 billion with 10% FX-neutral growth, driven by increases in all segments. Adjusted EBITDA -- Decreased 5% FX-neutral due to revenue adjustments in Peru and payroll increases in Mexico and Colombia; margin contracted by 2.9 percentage points. -- Decreased 5% FX-neutral due to revenue adjustments in Peru and payroll increases in Mexico and Colombia; margin contracted by 2.9 percentage points. Peru Revenue -- Increased 9%, with OncoSalud insurance revenues up 12% and healthcare services revenues up 7%. -- Increased 9%, with OncoSalud insurance revenues up 12% and healthcare services revenues up 7%. Peru Adjusted EBITDA -- Down 3%, with margin compressed by 2.3 percentage points due to revenue adjustments, delayed rebates, and increased doctor compensation; EBITDA would have been up 7% excluding revenue adjustments. -- Down 3%, with margin compressed by 2.3 percentage points due to revenue adjustments, delayed rebates, and increased doctor compensation; EBITDA would have been up 7% excluding revenue adjustments. Mexico Revenue -- Rose 8% supported by new preferred provider tiers, ISSSTELEON contract renegotiation, expanded B2B services, and out-of-pocket growth. -- Rose 8% supported by new preferred provider tiers, ISSSTELEON contract renegotiation, expanded B2B services, and out-of-pocket growth. Mexico Adjusted EBITDA -- Increased 19% quarter-over-quarter versus Q4 2025; up 23% year over year; margin improved by 3.5 percentage points. -- Increased 19% quarter-over-quarter versus Q4 2025; up 23% year over year; margin...
cmannphoto/iStock via Getty Images Introduction The last time I covered Chewy ( CHWY ), I upgraded them to a Buy, as the valuation was starting to show a proper discount and the fundamentals were improving while long-term potential remained strong. With the stock down by a significant ~26% since then, the opportunity is getting even more clear, and the company’s recent acquisition and boosted shar...
cmannphoto/iStock via Getty Images Introduction The last time I covered Chewy ( CHWY ), I upgraded them to a Buy, as the valuation was starting to show a proper discount and the fundamentals were improving while long-term potential remained strong. With the stock down by a significant ~26% since then, the opportunity is getting even more clear, and the company’s recent acquisition and boosted share buyback program supports the Strong Buy upgrade. Latest Quarter Recap Chewy IR As highlighted in more detail during the previous analysis, Chewy's foundation remains great, with their growth continuing, delivering a 14% increase in Autoship customer sales and $562 million in FCF during the year. Meanwhile, the guidance helped boost the stock back when they released it, expecting net sales of $13.60 billion to $13.75 billion (i.e. 8.5% increase at midpoint), while the Adj. EBITDA margin would also grow to 6.6% to 6.8% (continuing the trend seen in recent years; 5.7% in 2025, 4.8% in 2024, and 3.3% in 2023). At midpoint, assuming a FCF conversion rate of 80% (vs. 78.16% in 2025), we should see the FCF reach about $732.98 million in 2026, for a very strong ~30.42% growth rate YoY, as mentioned previously. Chewy IR Based on CHWY’s latest report , we continue to see a strong position, with a nearly spotless balance sheet and over $860 million in cash and equivalents that can allow the company to expand significantly while also returning good amounts of money back to its shareholders. Recent Developments In fact, subsequent to the quarter, Chewy announced buying Modern Animal, adding 29 vet clinics and expanding their high-potential growth engine, expected to add over $125 million in annualized run rate revenue and scaling the company's vet care footprint from 18 to 47 locations across the country and expecting “meaningful synergies” within the first 24 months through “cross-platform engagement, operational efficiencies, and scale benefits.” Meanwhile, as expected in the previo...
kynny/iStock via Getty Images Advanced Micro Devices, Inc. ( AMD ) has long been at battle with a particular image problem. That problem is that it has always been viewed as the smaller and lesser equipped competitor to Nvidia ( NVDA ). It's an incredibly tough position to be in when you are trying to make a name for yourself in arguably the most booming industry in the world: Artificial intellige...
kynny/iStock via Getty Images Advanced Micro Devices, Inc. ( AMD ) has long been at battle with a particular image problem. That problem is that it has always been viewed as the smaller and lesser equipped competitor to Nvidia ( NVDA ). It's an incredibly tough position to be in when you are trying to make a name for yourself in arguably the most booming industry in the world: Artificial intelligence. Despite these challenges, AMD shares have been on an incredible run over the last few years: Data by YCharts Perhaps this isn't surprising, the AI infrastructure space has been rapidly expanding, and there are plenty of projections that it will continue to do so for years to come. However, I still see a considerable amount of upside yet to come for AMD as the AI infrastructure cycle continues. In fact, management stated in the Q1 2026 earnings report that it believes that we are just at the beginning of the AI infrastructure boom: “We are still in the early stages of the AI infrastructure cycle.” If this holds true, and I believe that it will, then I anticipate that there will be multiple winners who benefit from the windfall in new business. Competitors like Nvidia might draw a lot of the headlines, but I think that AMD is certainly worth a look when considering what to add to your portfolio. AMD Just Experienced One of Its Fastest Growing Quarters in Years Among the things that instantly stands out about AMD's latest earnings report is the fact that they just knocked it out of the park in terms of revenue generated. At a company record of $10.3 billion, AMD's revenue grew by 38% YoY . That is not only an impressive number in terms of the percentage, but it is also breathtaking when you consider how big of a base that growth is coming off of. Just take a look at the quarterly breakdown of reported revenue for the company over the last 9 quarters: Quarter Revenue (in billions USD) YoY Growth Q1 2024 $5.47B +2% Q2 2024 $5.84B +9% Q3 2024 $6.82B +18% Q4 2024 $7.66B +24% ...
kynny/iStock via Getty Images Advanced Micro Devices, Inc. ( AMD ) has long been at battle with a particular image problem. That problem is that it has always been viewed as the smaller and lesser equipped competitor to Nvidia ( NVDA ). It's an incredibly tough position to be in when you are trying to make a name for yourself in arguably the most booming industry in the world: Artificial intellige...
kynny/iStock via Getty Images Advanced Micro Devices, Inc. ( AMD ) has long been at battle with a particular image problem. That problem is that it has always been viewed as the smaller and lesser equipped competitor to Nvidia ( NVDA ). It's an incredibly tough position to be in when you are trying to make a name for yourself in arguably the most booming industry in the world: Artificial intelligence. Despite these challenges, AMD shares have been on an incredible run over the last few years: Data by YCharts Perhaps this isn't surprising, the AI infrastructure space has been rapidly expanding, and there are plenty of projections that it will continue to do so for years to come. However, I still see a considerable amount of upside yet to come for AMD as the AI infrastructure cycle continues. In fact, management stated in the Q1 2026 earnings report that it believes that we are just at the beginning of the AI infrastructure boom: “We are still in the early stages of the AI infrastructure cycle.” If this holds true, and I believe that it will, then I anticipate that there will be multiple winners who benefit from the windfall in new business. Competitors like Nvidia might draw a lot of the headlines, but I think that AMD is certainly worth a look when considering what to add to your portfolio. AMD Just Experienced One of Its Fastest Growing Quarters in Years Among the things that instantly stands out about AMD's latest earnings report is the fact that they just knocked it out of the park in terms of revenue generated. At a company record of $10.3 billion, AMD's revenue grew by 38% YoY . That is not only an impressive number in terms of the percentage, but it is also breathtaking when you consider how big of a base that growth is coming off of. Just take a look at the quarterly breakdown of reported revenue for the company over the last 9 quarters: Quarter Revenue (in billions USD) YoY Growth Q1 2024 $5.47B +2% Q2 2024 $5.84B +9% Q3 2024 $6.82B +18% Q4 2024 $7.66B +24% ...
JHVEPhoto/iStock Editorial via Getty Images Venezuela’s initial steps to entice foreign oil companies that could help revive the country's production are falling well short of actions needed to convince firms to invest, ConocoPhillips ( COP ) CEO Ryan Lance said Thursday. "They have a long way to go," ConocoPhillips ( COP ) CEO Ryan Lance told Bloomberg in an interview. "The current hydrocarbon la...
JHVEPhoto/iStock Editorial via Getty Images Venezuela’s initial steps to entice foreign oil companies that could help revive the country's production are falling well short of actions needed to convince firms to invest, ConocoPhillips ( COP ) CEO Ryan Lance said Thursday. "They have a long way to go," ConocoPhillips ( COP ) CEO Ryan Lance told Bloomberg in an interview. "The current hydrocarbon law is not sufficient to attract a whole lot of investment. A 95% government take will not do it." The recent changes to Venezuela’s oil law intended to attract foreign drillers still give the government wide latitude to charge royalties of as much as 30%, as much as 15% in taxes and other levies that could drive up the government's take. Venezuelan state oil company PDVSA is circulating a proposed contract to foreign oil companies that leans significantly in favor of the government when it comes to arbitration, taxes, and termination of deals, Bloomberg reported recently. The proposal "looks a lot like what we had before we got expropriated in 2007," Lance said. "It doesn't look like it's anywhere near what it needs to." U.S. Interior Secretary Burgum said he is pressing Venezuela's acting President Delcy Rodriguez for changes that would attract foreign investment needed to boost oil output and jumpstart mining in the country. More on ConocoPhillips ConocoPhillips: More Upside Given Long-Term Cash Flow Tailwinds ConocoPhillips: A Defensive Play In The Oil Sector, But Unlikely To Beat The Market ConocoPhillips Q1 2026 Earnings Call Presentation
00:00 Speaker A All right, I'm in a list making uh hot takes mindset today, so here is where I'm at on this so-so quarter from Walmart. An in-line earnings uh first quarter from Walmart coupled with a slight second quarter warning. Is it going to cut it for a stock up 131% in the past five years at a 4 P ratio of 31 times. Walmart is valued as a growth stock. The thing is, growth looks to be slowi...
00:00 Speaker A All right, I'm in a list making uh hot takes mindset today, so here is where I'm at on this so-so quarter from Walmart. An in-line earnings uh first quarter from Walmart coupled with a slight second quarter warning. Is it going to cut it for a stock up 131% in the past five years at a 4 P ratio of 31 times. Walmart is valued as a growth stock. The thing is, growth looks to be slowing. I still don't buy what I'm hearing from top execs in the consumer space that the US consumer is just fine despite $5 plus gas 00:32 Speaker A prices and prices going up everywhere again. Walmart's quarter and Outlook show consumer stress, full stop. On the positive side, Target definitely isn't stealing market share from Walmart. So don't think Target's better uh first quarter shared on Wednesday is indicative of it beginning to turn itself around at the expense of long time rival Walmart. I mean, just stop, just stop it. Still with me, Paul Meeks, Jared Blickery and Anne Free. Uh Paul, you know what really is um it has been catching my attention for a while on Walmart, but 01:05 Speaker A really this quarter against the backdrop of like economic stresses, how fast this company is growing online. I mean, this they are growing damn near 30% every quarter in their US e-commerce business against the backdrop of what's happening in the economy. Also, oh yeah, you have that little company out there called Amazon doing quite well. 01:23 Paul Meeks Yeah, it's really impressive. Remember years ago when Amazon was eating everybody's lunch online and there was a great skepticism that Walmart would ever be able to transition and they've done a great job. You know, it's a brilliantly run company. It's a real barometer for the consumer, so I watch it closely even though I spend most of my time on tech stocks. 01:54 Speaker A Jared, looks to be uh the market has focused in on uh looks like a a disappointing second quarter outlook uh for Walmart. We'll get I'll get more into that with...
Waymo has now paused service in two cities because its robotaxis are struggling to deal with heavy rain and flooded roads, a problem that already prompted the company to issue a recall last week. One of Waymo’s robotaxis was spotted driving through a flooded street in Atlanta, Georgia on Wednesday before it ultimately got stuck for about an hour, according to local news reports. The vehicle was re...
Waymo has now paused service in two cities because its robotaxis are struggling to deal with heavy rain and flooded roads, a problem that already prompted the company to issue a recall last week. One of Waymo’s robotaxis was spotted driving through a flooded street in Atlanta, Georgia on Wednesday before it ultimately got stuck for about an hour, according to local news reports. The vehicle was recovered and removed from the scene, Waymo told TechCrunch. Waymo says it paused service in the city, just like it has in San Antonio, Texas, while it figures out a solution. “Safety is Waymo’s top priority, both for our riders and everyone we share the road with. During a period of intense rain yesterday in Atlanta, an unoccupied Waymo vehicle encountered a flooded road and stopped,” the company said in a statement. Waymo admitted that it hadn’t finished developing a “final remedy” for avoiding flooded areas when it issued its software recall last week. Instead, the company said that it shipped an update to its fleet that placed “restrictions at times and in locations where there is an elevated risk of encountering a flooded, higher-speed roadway,” according to documents released by the National Highway Traffic Safety Administration (NHTSA). But even those precautions apparently were not enough to stop the Waymo robotaxi from entering the flooded intersection in Atlanta. Waymo told TechCrunch on Thursday that the storm in Atlanta produced so much rainfall that flooding was happening before the National Weather Service had issued a flash flood warning, watch, or advisory. The company’s fleet apparently relies on these formal notices in order to avoid driving into deep water. This is not the first time Waymo has struggled to quickly stamp out problematic behavior with its robotaxis. When people started to notice Waymo robotaxis illegally passing stopped school buses last year, the company shipped a fix that was supposed to address the issue — only for its fleet to continue ma...
Image source: The Motley Fool. Wednesday, May 20, 2026 at 8 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Igal Zamir Chief Financial Officer — Ehud Ben-Yair Vice President, Investor Relations & Strategy — Matthew Chesler TAKEAWAYS Backlog and Long-Term Agreements -- Grew to a record $580 million at March 31, up from $550 million at year-end, driven primarily by new contract wins and MRO dema...
Image source: The Motley Fool. Wednesday, May 20, 2026 at 8 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Igal Zamir Chief Financial Officer — Ehud Ben-Yair Vice President, Investor Relations & Strategy — Matthew Chesler TAKEAWAYS Backlog and Long-Term Agreements -- Grew to a record $580 million at March 31, up from $550 million at year-end, driven primarily by new contract wins and MRO demand. -- Grew to a record $580 million at March 31, up from $550 million at year-end, driven primarily by new contract wins and MRO demand. Revenue -- $41.1 million, down modestly from $42.1 million due to supply chain disruptions impacting component availability, not customer demand. -- $41.1 million, down modestly from $42.1 million due to supply chain disruptions impacting component availability, not customer demand. Gross Margin -- Expanded to 24.4%, a rise of approximately 80 basis points from 23.6% as operational improvements and cost control initiatives took effect. -- Expanded to 24.4%, a rise of approximately 80 basis points from 23.6% as operational improvements and cost control initiatives took effect. Gross Profit -- Increased 0.8% year over year to $10 million despite the decline in revenue, reflecting expense discipline. -- Increased 0.8% year over year to $10 million despite the decline in revenue, reflecting expense discipline. Operating Income -- $3 million or 7.3% of revenue, lower than the prior period's $4.2 million or 9.9%, due to higher investments in R&D, organizational infrastructure, and strategic functions. -- $3 million or 7.3% of revenue, lower than the prior period's $4.2 million or 9.9%, due to higher investments in R&D, organizational infrastructure, and strategic functions. Adjusted EBITDA -- $4.9 million or 11.8% of revenue, down from $5.7 million or 13.6%. -- $4.9 million or 11.8% of revenue, down from $5.7 million or 13.6%. Operating Cash Flow -- Positive $1.9 million versus a negative $5 million in the same period last year. -- Positive $1....
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) is facing mounting legal pressure in Australia after a federal judge sharply criticized the company's handling of a class action lawsuit tied to alleged vehicle defects and self driving claims, adding to the growing global scrutiny around Tesla's safety technology. Shares of Tesla fell more than 4% after Australian federal court judge T...
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) is facing mounting legal pressure in Australia after a federal judge sharply criticized the company's handling of a class action lawsuit tied to alleged vehicle defects and self driving claims, adding to the growing global scrutiny around Tesla's safety technology. Shares of Tesla fell more than 4% after Australian federal court judge Tom Thawley warned the company it could face a really bad time if what he described as inadequate cooperation with the lawsuit continued. The judge reportedly questioned whether Tesla had taken the legal process seriously at all, calling the scale of disclosures provided so far gobsmacking. The lawsuit, brought on behalf of roughly 10,000 Australian Tesla drivers, accuses the company of misleading consumers about phantom braking incidents, vehicle battery range and the capabilities of its self driving technology. Tesla has denied mischaracterizing its products and said it remains concerned about disclosing sensitive engineering data and internal information. But the court appeared frustrated with the pace of Tesla's document production during the discovery process. According to Reuters, Tesla has reportedly turned over only about 2,000 documents over eight months, while plaintiffs argued the company failed to provide enough engineering and complaint related records for experts to properly evaluate the claims. Tesla's legal team said the company manually reviewed around 100,000 documents and still had another 75,000 left to examine. The judge ordered Tesla to complete discovery by July 31 and scheduled another hearing for September 1. The lawsuit also arrives while Tesla continues facing broader regulatory scrutiny over its Full Self Driving technology in the United States. The National Highway Traffic Safety Administration has already expanded investigations into millions of Tesla vehicles tied to traffic violations and safety concerns involving the system.
Amazon (NASDAQ:AMZN) is starting to look like a real frontrunner in physical AI. Now, it’s no mystery that Amazon has been putting robots to work at its warehouse, behind the scenes, to help out humans with all those packages. But until you’ve seen the robots at work, it’s difficult to even begin to fathom what ... Amazon Has Over 1.56 Million Workers and 1 Million Robots. A Historic Robot vs. Hum...
Amazon (NASDAQ:AMZN) is starting to look like a real frontrunner in physical AI. Now, it’s no mystery that Amazon has been putting robots to work at its warehouse, behind the scenes, to help out humans with all those packages. But until you’ve seen the robots at work, it’s difficult to even begin to fathom what ... Amazon Has Over 1.56 Million Workers and 1 Million Robots. A Historic Robot vs. Human Contest Dropped a Hint on What Might Come Next.
Ondas ( ONDS ) stock is trading nearly 2% lower at $9.19 on Thursday even after the company confirmed via its X account and newly filed Form 8-K that it has officially closed the acquisition of Omnisys. On May 18, Ondas announced that it had entered into a definitive agreement to acquire 100% of Omnisys, an Israeli developer of AI-powered BRO software used for multi-domain defense planning and rea...
Ondas ( ONDS ) stock is trading nearly 2% lower at $9.19 on Thursday even after the company confirmed via its X account and newly filed Form 8-K that it has officially closed the acquisition of Omnisys. On May 18, Ondas announced that it had entered into a definitive agreement to acquire 100% of Omnisys, an Israeli developer of AI-powered BRO software used for multi-domain defense planning and real-time battlefield decision-making. Today, the company confirmed the acquisition has closed, marking a key step in Ondas’ transition into a software-defined defense technology company. Under the agreement, the firm acquired all outstanding shares of Omnisys in a stock deal valued at about $196.6M. The company issued around 3.1M shares at closing, including shares placed in escrow, while the remaining consideration will be paid in additional Ondas common stock through scheduled installments. The company said Omnisys is expected to contribute more than $100M in revenue across 2026 and 2027 while adding a high-margin software business to its platform. Moreover, Omnisys’ BRO mission software is now integrated into the company's systems-of-systems architecture, helping coordinate missions across sensors, autonomous systems, and defense assets operating in complex battlefield environments. Despite the strategic update, ONDS stock is down around ~13% over the past week. On a YTD basis, the stock has returned -4.20%, compared with an 8.58% gain for the S&P 500 ( SP500 ) price return . Investors should note that the Quant Ratings and Wall Street analysts currently maintain a Strong Buy rating on the stock with a 4.84 score. More on Ondas Ondas Inc. 2026 Q1 - Results - Earnings Call Presentation Ondas Inc. (ONDS) Q1 2026 Earnings Call Transcript Ondas: The Bears Forgot One Thing Ondas to buy defense software firm Omnisys Ondas targets at least $390M 2026 revenue as backlog rises to over $450M following World View and Mistral deals