AMD's EPYC Venice CPUs have entered volume production, making them the first HPC product to achieve the milestone on TSMC's 2nm process tech. AMD & TSMC Enter Volume Production On The Industry's First 2nm HPC Chip, 6th Gen EPYC Venice The Agentic AI boom is driving the CPU market up, unlike anything that came before. High-Performance CPUs are seeing massive demands, and AMD, being a leader in HPC, has just achieved volume ramp of its next-generation EPYC Venice CPUs based on the Zen 6 core architecture. The volume ramp was achieved on TSMC's cutting-edge 2nm process technology. Image Source: AMD Looking ahead, AMD plans to achieve volume ramp for the same EPYC Venice CPUs at TSMC Arizona, further enhancing its manufacturing capacity to fulfill the demands of AI datacenters and Enterprises. AMD will also extend TSMC's 2nm process technology to its next-generation "AI-Focused" CPU called Verano, which is a version of Venice designed specifically for Agentic AI workflows and features the latest memory standards, such as LPDDR, providing the performance, bandwidth, and efficiency advantage for AI. AMD and TSMC’s partnership spans the technologies needed to scale modern data center computing, from TSMC 2nm process technology for next-generation CPUs to advanced packaging technologies, including TSMC’s SoIC-X and CoWoS-L, used across AMD’s broader AI and data center portfolio. With “Venice” ramping on TSMC 2nm, AMD is advancing the CPU foundation for AI infrastructure while continuing to leverage TSMC’s process and packaging leadership to deliver increasingly integrated compute platforms at scale. AMD What We Know About AMD's EPYC Venice CPUs So Far The 6th Gen AMD EPYC family will be codenamed Venice, and will feature the Zen 6 core architecture. AMD's EPYC Venice CPUs will offer over 70% improvement in performance and efficiency. This is quite massive and shows us what Zen 6 is capable of, even if this lineup only represents the server segment. In addition to the perfor...

The Good Brigade/DigitalVision via Getty Images e.l.f. Beauty ( ELF ) shares lifted 9% after reporting Q4 earnings on May 20. The $3.3 billion market cap Consumer Discretionary name has been a major laggard in the US market over the past year, hammered by a series of post-earnings declines. Weakness in health & beauty care spending has weighed, along with other macro factors. But shares are attractive on valuation. Today, with Q1 numbers in hand, I reiterate a buy rating. ELF trades with a sporty mid-teens price-to-earnings ratio, while technical support came about right where I imagined it would. Back in November , I was upbeat fundamentally on ELF, but the stock tumbled 25% to today. I outlined a bearish technical thesis that, unfortunately for stockholders, came to fruition. ELF: Shares Fell Sharply From September to May Stockcharts.com In May, ELF reported a solid set of quarterly results. Fiscal Q4 non-GAAP EPS of $0.32 topped the Wall Street consensus forecast of $0.29, while revenue of $449 million, up more than 35% from the same period a year earlier, was a material $27 million beat. The company issued robust guidance , with fiscal 2027 revenue seen between $1.835 and $1.865 billion, a modest raise. Bigger picture, FY 2026 marked a year of 25% top-line growth, with ELF gaining 115bps in US market share. Recent profitability has been stung by margin pressure due to increased market spend and tariffs. Shares launched 9% by the following morning and as of this writing. If that gain holds to the close, it would mark the first post-reporting climb since May 2025. For perspective, the options market had priced in a high 13.7% earnings-related stock price swing based on the at-the-money straddle expiring soonest after the release, while implied volatility on the Household & Personal Products industry company equity was near 100% leading into the earnings event. Adding to potential upside fuel is a high 12.4% short interest. Looking back on the quarter that was, ELF...

Genius Sports与MediaScience联合发布的一项新研究表明，在体育赛事中情绪高涨的特定时刻后立即投放广告，可使观众的自发品牌回忆率提升约一倍。 这项名为《现场时刻效应》的研究通过生物识别测试发现，观众在观看广告前的情绪状态对其记忆效果有显著影响。在接近得分或比赛势头发生关键转折等高强度体育时刻后播放的广告，其品牌回忆效果约为普通情况下的两倍。 研究还指出，高强度体育时刻之后的60秒是广告效果的黄金窗口期，在此期间，情绪背景对回忆效果的影响力甚至可以超越广告创意本身。该研究挑战了传统广告投放“所有曝光价值均等”的假设，显示并非所有广告时段的商业价值都是相同的。 Genius Sports已应用这些洞察推出了“时刻引擎”，通过官方赛事数据和实时信号，帮助广告主在比赛的关键高潮时刻进行精准投放。Genius Sports首席营收官Josh Linforth表示，体育广告的规则正在被改写，品牌应该围绕粉丝情绪最投入的时刻来部署营销策略。 责任编辑：张俊 SF065

Is It Ok To Want My Investments To Go To Zero So Yield Can Go To Infinity? Klaus Vedfelt/DigitalVision via Getty Images Oxford Lane Capital ( OXLC ) has been one of our favorite funds to write about. The main reason we have enjoyed the process has little to do with the returns of the fund. It also has nothing to do with ownership either , as we have not owned the common units. No, the fun aspect has been the opportunity to dive into human psyche in the comments that followed. Cognitive dissonance, sunk cost fallacy, and defense of indefensible, were all part of the pay package for us. We go over the recent results and look at why the suffering has not stopped. Q4-2026 OXLC's fiscal year ends on March 31. The most recently announced results were for Q4-2026. The "financial highlights" slide captured a lot of what has happened to the fund over the last 12 months. The first thing we would focus on is the drop in NAV which was close to 50% over this timeframe. The most recent drop from $15.51 to $10.56 was also the fastest percentage decline. OXLC Presentation Those are the kind of numbers that make absolutely everything else irrelevant. What stands us out to us here is the fact that OXLC still keeps showing the Core Net Investment Income as if it has any meaning. What is hilarious though, is that OXLC distribution does not even appear to be covered in any of the last 5 quarters, by its favorite metric. Of course the new distribution is now 60 cents a quarter and on the surface, appears to be "covered". What we want to highlight here is that OXLC is running a far riskier setup than what it did 12 months back. We are referring to total leverage (counting preferreds as leverage as well) to total assets ratio. You can see that below. In Q4-2025 this ratio was at 28.5%. OXLC Presentation As of March 31, 2026, we are at 46%. Sure, it is a bit higher if you take the April numbers (which management mentioned in their press release). But what this appears to us is an extremely ...

synthetick/iStock via Getty Images Definium Therapeutics' ( DFTX ) stock continues to lead its psychedelic peers, which potentially stems from the fact that the company has a relatively broad pipeline and expects a number of pivotal data readouts in the next 12 months. Top line data from the Emerge MDD trial is expected in the second quarter and the Phase III readout for GAD is expected in Q3. Positive trial data would lead to NDA submission for DT120 ODT, and while nothing is guaranteed at this point, there is a lot of data supporting the use of LSD to treat psychiatric conditions. In addition, the President's recent executive order could help to provide a smooth path to market for psychedelics. The large increase in Definium's share price over the past 12 months calls into question the strength of near-term returns. I tend to think Definium will still offer reasonable returns though, even if the stock is now likely to tread water until the release of clinical data. Market While Definium Therapeutics is targeting a broader range of conditions than most of its psychedelic peers, its phase III trials of LSD for GAD (Generalized Anxiety Disorder) and MDD (Major Depressive Disorder) are the most advanced, making these more relevant to the share price in the near-term. MDD is characterized by persistent feelings of sadness or a lack of interest in daily life. Patients can also exhibit physical symptoms, like fatigue and changed appetite. To be clinically diagnosed, patients must exhibit symptoms for more than 2 weeks. GAD is characterized by persistent and excessive stress, even when there is no apparent cause for concern. There are a number of existing treatments for these conditions that are broadly adopted and in many cases generate a large amount of revenue. Figure 1: Revenue from Existing Therapies ( Source: Definium Therapeutics) There is still a significant unmet need though as these treatments have poor efficacy and tolerability. As a result, discontinuation rat...

前4个月财政资源正在向民生领域倾斜，预计这一趋势将贯穿全年。 4月份税收收入保持较快增长，折射出中国经济稳定增长的态势。 财政部近日披露最新数据显示，今年前4个月，全国广义财政（一般公共预算和政府性基金预算）收入约9.36万亿元，同比增长0.4%。全国广义财政支出约12.02万亿元，同比增长约0.4%。广义财政支出超出收入2.66万亿元，同比增长约0.4%。 中诚信国际研究院院长袁海霞告诉第一财经，今年前4个月广义财政收入同比增长0.4%，首次实现年内累计增速由负转正，核心驱动力来自税收收入较快增长，其中增值税、个人所得税和进口环节税是主要增长引擎，这反映出工业生产者价格指数（PPI）回升带动的量价效应、就业基本盘稳固和外贸韧性较强等经济基本面稳步修复。 财政收入有所好转，今年以来财政支出也保持一定力度，支出规模维持高位，推动经济稳定增长。不过今年以来广义财政支出增速呈现放缓趋势，4月份财政支出力度边际回落。 粤开证券首席经济学家罗志恒告诉第一财经，财政资金“投资于人”、科技自立自强、稳定投资、纾困成本抬升的行业企业等方面，都需要保持必要的财政支出强度，预计后续财政支出端增速可能会逐步回升。 税收回暖拉动财政 “真金白银”的财政收入不仅事关民生福祉，也反映经济社会运行状况。税收作为经济“晴雨表”，备受市场关注。与前两年税收收入增长乏力不同，今年以来税收收入保持不错的增长势头。 财政部数据显示，1～4月，全国一般公共预算收入83404亿元，同比增长3.5%。其中，全国税收收入68097亿元，同比增长3.9%。其中4月份税收收入同比增长8.2%。这明显好于2025年税收全年（0.8%）和2025年前4月（-2.1%）税收增速。 税收也成为拉动今年广义财政收入转正的关键。罗志恒表示，近期国际局势发生新的变化，美伊冲突导致全球能源冲击推升物价水平，中国的工业生产者价格指数同比大幅上升，客观上使增值税和所得税收入快速增长。同时资本市场的活跃，使得印花税保持较高增速，这些因素都使得下阶段税收收入增速将好于预期和去年。 税收是以现价计算，价格尤其是PPI的增减会带来税收收入同幅度增减。前些年受PPI低迷影响，税收增长乏力，甚至负增长。而今年4月份PPI同比上涨2.8%，环比上涨1.7%，这也直接拉动税收收入增长。 财政部数据显示，今年前4个月，占税收总收入近四成的增值税同比增长5...

Avoiding Lag: Real-Time Signals in (AMD) Movement Stock Traders Daily

格隆汇5月21日｜国际能源署(IEA)署长法提赫·比罗尔表示，为应对伊朗战争而释放的石油储备仅占库存的约20%，如果各国希望进一步向市场注入储备，该机构已做好准备。今年3月，在IEA的协调下，美国、德国和日本等成员国承诺从其应急储备中投放创纪录的4亿桶原油。“我们目前仍保有80%的库存，” 比罗尔周四在伦敦查塔姆研究所举办的一场活动上表示，“至于释放多少，以及是否释放，将取决于市场如何演变，以及成员国政府是否做出决定。”IEA在本月早些时候发布的一份报告中指出，3月和4月期间，全球可观测的石油库存正以每日约400万桶的速度下降。随着中东冲突导致霍尔木兹海峡实际上处于持续关闭状态，全球石油出口受到的冲击正日益加剧。尽管由IEA协调的石油储备释放帮助遏制了原油期货价格的涨势，但目前油价仍维持在每桶100美元以上。

Tom Werner/DigitalVision via Getty Images Potential sale thesis around the corner ITGR is the sole publicly traded medical device CDMO, a rare asset by any standard and one that has been far more popular in private markets than in public. Integer is the largest outsourced manufacturing partner for the major device OEMs. The company operates in high-growth, sticky end markets with high switching costs due to deep regulatory entrenchment. Despite this quality, the company trades at just 10x EBITDA, driven by a massive sell-off on temporary revenue slowdown expected to be fully normalized by 2027. Based on precedent transaction multiples, I believe fair value is around 110-125, or around 20-40% upside from current levels. More details on the valuation below. There is another kicker to this thesis that makes the fundamental story even more attractive. With no public comps, the company suffers from limited investor and analyst understanding. Public investors simply don't have the information needed to properly analyze the business. A private buyer under a confidentiality agreement would be able to carry out due diligence on Integer's products, contracts, and pipeline in full detail, underwriting future growth with far greater confidence. Fortunately for shareholders, the company announced a strategic review just a few weeks ago. There is a decent chance the potential sale will serve as a key catalyst for the stock over the next few months. Let's unpack. The review was announced in light of heightened interest from multiple parties, meaning there are potentially bidders already working on a deal behind closed doors. This is a far better starting point than a strategic review with a broad and unclear direction. Quote from Bank of America Global Healthcare Conference 2026 (May 12): Integer, as a leader in this space, has always had interest from other parties. That interest has been heightened in recent months. We've had a relatively large number of parties that have expres...

Board of Directors member Keith A. Meister reported the purchase of 351,273 shares of GeneDx (WGS +6.10%) across multiple open-market transactions from May 13 to May 15, 2026, at a weighted average price of $39.19 per share, as disclosed in this SEC Form 4 filing. Transaction summary Metric Value Shares traded (indirect) 351,273 Transaction value $13.8 million Post-transaction shares (direct) 20,129 Post-transaction value (direct ownership) ~$789,000 Transaction and post-transaction values based on SEC Form 4 weighted average purchase price ($39.19). Key questions How does the purchase size compare to Meister's historical trading activity? The 351,273-share acquisition is one of the larger transactions in Meister's history, though the historical cadence reflects infrequent open-market buys, with just over four trades per year and a prior single sell transaction of 883,742 shares. The 351,273-share acquisition is one of the larger transactions in Meister's history, though the historical cadence reflects infrequent open-market buys, with just over four trades per year and a prior single sell transaction of 883,742 shares. What is the structure of Meister's ownership post-transaction? Post-transaction, direct ownership stands at 20,129 shares, while indirect holdings total 5,117,714 shares, primarily managed via Corvex Management LP and CMLS Holdings LLC, as detailed in the filing. Post-transaction, direct ownership stands at 20,129 shares, while indirect holdings total 5,117,714 shares, primarily managed via Corvex Management LP and CMLS Holdings LLC, as detailed in the filing. What percentage of Meister's holdings did this transaction represent, and how does it affect his capacity for future trades? This purchase represented 7.34% of Meister's total holdings at the time, but with direct holdings now comprising only a small fraction of total beneficial ownership, future large-scale purchases would require increased capacity or new share issuances. This purchase repres...

That Queen Elizabeth II was “very keen” for Andrew Mountbatten-Windsor to take on a “prominent role in the promotion of national interests” as a trade envoy in 2001 demonstrates the fierce support the late monarch always gave her second son. Knowing he was “the spare”, and undoubtedly acutely aware of the pitfalls of that position – her sister, Princess Margaret, had struggled to find her own role – a mother’s instinct would be to protect, so far as she could. Presumably, she believed it would give the then Prince Andrew structure and purpose as he was steadily bumped down the line of succession, as well as highlighting the family’s own royal brand of usefulness to the country. After a Royal Navy career, during which he even briefly enjoyed “national hero” status, posing with a rose on his return from combat in the Falklands, it could offer him direction away from the luxury yacht parties and golf courses. How wrong she was. Royal commentators have long espoused the theory that when it came to Andrew, the late queen was blinkered. It is rumoured he was her favourite son. Perhaps he was. What is quite evident, however, is that he was the first of her four children she was able to spend more time with as infants. When Charles and Anne were born, she was undertaking many engagements on behalf of her ailing father, George VI. On his death, she was dealing with the stresses of being a young mother and a monarch. Overseas engagements kept her away from the royal nursery for extended periods. When Andrew was born, having settled into her position she was able to spend more time with him, cutting back on evening engagements, sometimes taking charge of bedtimes. A closer maternal bond, perhaps, was formed with Andrew and then his brother Edward. As he grew older, it was evident, too, that the former Duke of York’s character was very different to that of his older brother, Charles. He was, according to the royal biographer Robert Hardman, “not as bright as the others, he coul...

TSLA stock is moving. See the chart and price action here. Ives made the call in a Wednesday note after SpaceX officially filed its S-1 to go public, a move Wedbush called the largest IPO in stock market history and a "major moment" for space and tech. The analyst also repeated the merger view during an appearance on Anthony Pompliano's podcast, saying the odds of a Tesla-SpaceX combination are now about 80%. Wedbush expects the two Musk-led companies to merge in 2027 after the SpaceX IPO, arguing that the connective tissue between the businesses is already being built. The firm pointed to Tesla's existing stake in SpaceX, which resulted from Tesla's $2 billion investment in xAI being converted into SpaceX shares following SpaceX's acquisition of xAI earlier this year. While that stake represents less than 1% of SpaceX's expected valuation, Wedbush said it marks an important structural link. Musk's AI Ecosystem The bigger strategic rationale, in Ives' view, is artificial intelligence. SpaceX's S-1 lays out a $28.5 trillion total addressable market (TAM) spanning space-enabled solutions, connectivity and AI, including $22.7 trillion in enterprise applications. The filing also highlights SpaceX's push to own more of the physical AI compute stack, including planned V3 satellites in the second half of 2026 and solar-powered AI compute satellites by 2028. Wedbush said the recently announced joint Terafab facility between Tesla and SpaceX further strengthens the case by creating operational overlap. Ives framed the potential combination as part of Musk's broader push to control more of the AI ecosystem. Tesla brings manufacturing scale, energy storage, robotics and vehicle data, while SpaceX adds satellite infrastructure, Starlink connectivity and xAI's Grok platform. "Musk wants to own and control more of the AI ecosystem," Ives wrote, adding that the "holy grail" could be combining SpaceX and Tesla "in some way" to create deeper connective tissue between two disruptive ...

Elon Musk Mega-Merger? Dan Ives Puts SpaceX Tesla Tie-Up Odds At 80% - Tesla (NASDAQ:TSLA) Benzinga

In early trading on Thursday, shares of Arm Holdings topped the list of the day's best performing components of the Nasdaq 100 index, trading up 10.2%. Year to date, Arm Holdings registers a 158.7% gain. And the worst performing Nasdaq 100 component thus far on the day is Intuit, trading down 19.6%. Intuit is lower by about 53.4% looking at the year to date performance. Two other components making moves today are Walmart, trading down 6.4%, and Seagate Technology Holdings, trading up 4.2% on the day. VIDEO: Nasdaq 100 Movers: INTU, ARM The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Palantir Technologies Stock Forecast: Trending Bullish Among Analysts TipRanks

继此前连续两个月上涨后，美国4月成屋签约销售指数意外下滑，为4月初以来首次出现负增长，显示抵押贷款利率回升正在抑制房地产市场复苏势头。 全美房地产经纪人协会5月20日公布的数据显示，4月成屋签约销售指数环比下降0.6%至73.5，低于3月经修正后的74.0，也远逊于市场预期的增长0.5%。该指数基于购房签约数据，是反映未来一至两个月二手房成交量的先行指标。 此次下滑主要受抵押贷款利率攀升拖累。美国抵押贷款银行家协会数据显示，截至5月15日当周，30年期固定抵押贷款平均利率已升至6.56%，连续四周上涨并创七周新高。MBA经济学家表示，利率走高主要受国债收益率上升推动，反映出市场对燃油成本上涨引发的通胀压力及全球公共债务问题的双重担忧。 分地区来看，四大区域中有三个出现下滑。南部地区下跌1.2%，西部地区下跌0.8%，中西部地区下跌0.5%；东北部地区则小幅上涨0.3%。 NAR首席经济学家劳伦斯·尹表示，尽管就业市场依然稳健，但抵押贷款利率回升和房价持续高企正在削弱潜在购房者的负担能力。他预计，若利率维持在当前水平附近，未来几个月二手房成交量可能进一步放缓。 与此同时，成屋销售数据也印证了需求降温趋势。NAR此前公布的数据显示，4月成屋销售环比仅增长0.2%，远低于市场预期的逾3%增幅。分析人士指出，随着春季购房旺季过半，抵押贷款利率走势将成为决定楼市复苏力度的关键变量。 责任编辑：张俊 SF065

格隆汇5月21日｜据中新网，“我们的业务涉及海外40余个国家，始终选择香港，作为(企业)出海最有力的平台支撑。”金风国际控股(香港)有限公司(以下简称“金风国际”)副总经理隋晓雯21日在北京表示。 香港特区政府投资推广署投资推广总监王晴在这场分享会中介绍，去年启动“内地企业出海专班”以来，特区政府整合各界资源、打造“走出去”方案。 王晴说，理想汽车以香港为战略据点，统筹研发、知识产权管理及国际供应链的全球化布局，泡泡玛特借助香港国际知识产权交易中心等优势加速国际化，“香港正成为越来越多内地企业走向全球的关键支点”。

格隆汇5月21日｜恐惧与贪婪指数报60/100。

Image source: The Motley Fool. Wednesday, March 4, 2026 at 4:30 p.m. ET Call participants President and Chief Executive Officer — Jason Potter Chief Financial Officer — Christopher Miller Takeaways Net Sales -- $1.22 billion for the quarter, up 10.7%, including an $82.4 million benefit from a 53rd week. -- $1.22 billion for the quarter, up 10.7%, including an $82.4 million benefit from a 53rd week. Comparable Store Sales -- Down 0.8%, with a 1.7% decrease in average transaction size and a 0.9% increase in traffic. -- Down 0.8%, with a 1.7% decrease in average transaction size and a 0.9% increase in traffic. Year-End Store Count -- 570 stores across 16 states after opening 42 and closing 5 during the year. -- 570 stores across 16 states after opening 42 and closing 5 during the year. Gross Profit -- $361 million, up 11.5%, for a gross margin of 29.7%, which expanded by 20 basis points due to improvement in shrink, but came in below outlook because of higher markdowns and promotions. -- $361 million, up 11.5%, for a gross margin of 29.7%, which expanded by 20 basis points due to improvement in shrink, but came in below outlook because of higher markdowns and promotions. SG&A Expense -- $337.1 million, up 13.6%, growing to 27.7% of net sales, due to lower performance adjustments last year and store growth. -- $337.1 million, up 13.6%, growing to 27.7% of net sales, due to lower performance adjustments last year and store growth. Q4 Net Loss -- $218.2 million, or negative $2.22 per diluted share, reflecting $109.8 million in long-lived asset impairment and $149 million in goodwill impairment tied to store closures. -- $218.2 million, or negative $2.22 per diluted share, reflecting $109.8 million in long-lived asset impairment and $149 million in goodwill impairment tied to store closures. Adjusted Net Income -- $18.7 million, up 28.8%, or $0.19 per diluted share, not including impairment charges. -- $18.7 million, up 28.8%, or $0.19 per diluted share, not including impa...

Image source: The Motley Fool. Thursday, May 21, 2026 at 9 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Patrice Jean Louis Louvet Chief Financial Officer — Justin Picicci TAKEAWAYS Full Year Revenue -- Surpassed $8 billion for the first time, driven by growth in both retail and wholesale channels across all regions. -- Surpassed $8 billion for the first time, driven by growth in both retail and wholesale channels across all regions. Fourth Quarter Revenue Growth -- Increased 12%, notably outpacing the company’s mid single digit outlook. -- Increased 12%, notably outpacing the company’s mid single digit outlook. Operating Margins -- Full year operating margin expanded 140 basis points to 15.4% in constant currency, exceeding internal projections. -- Full year operating margin expanded 140 basis points to 15.4% in constant currency, exceeding internal projections. Gross Margin Performance -- Adjusted gross margin expanded 40 basis points to 69% in the quarter, defying expectations for contraction, due mainly to AUR (Average Unit Retail) growth and favorable mix. -- Adjusted gross margin expanded 40 basis points to 69% in the quarter, defying expectations for contraction, due mainly to AUR (Average Unit Retail) growth and favorable mix. Average Unit Retail (AUR) -- Rose 16% in the quarter, with half the growth from increased full price selling, reduced discounting, and targeted pricing, and the remainder from favorable mix. -- Rose 16% in the quarter, with half the growth from increased full price selling, reduced discounting, and targeted pricing, and the remainder from favorable mix. Retail Comparable Sales -- Global comps grew 17% in the quarter, accelerating from the prior quarter, with double digit gains in both digital and brick-and-mortar channels. -- Global comps grew 17% in the quarter, accelerating from the prior quarter, with double digit gains in both digital and brick-and-mortar channels. Regional Sales – Asia -- Quarterly revenue up 2...

TLDR Nvidia announced an $80 billion stock buyback program, on top of $39 billion already authorized. The quarterly dividend was raised 25x, from $0.01 to $0.25 per share. Q1 FY2027 revenue hit $81.6 billion, up 85% year-over-year. Analysts at Evercore ISI compare Nvidia’s capital return path to Apple’s P/E re-rating cycle. Wall Street has a Strong Buy consensus, with an average price target of $283.26. Nvidia just made one of the biggest shareholder return moves in tech history. The AI chipmaker announced an additional $80 billion stock buyback program — with no expiration date — alongside a 25-fold dividend hike, raising its quarterly payout from $0.01 to $0.25 per share. NVIDIA Corporation, NVDA The new dividend will be paid on June 26, 2026, to shareholders of record as of June 4. The announcement came alongside Q1 fiscal 2027 results. Revenue came in at $81.6 billion, up 85% year-over-year. Data center revenue jumped 92% to a record $75.2 billion. During Q1 alone, Nvidia returned roughly $20 billion to shareholders through buybacks and dividends. It still had $38.5 billion remaining under its prior buyback plan before adding the new $80 billion on top. To put that in context: the new program is larger than the total market cap of several S&P 500 companies. Despite all of that, NVDA stock was down around 1% on the day. Investors appear focused on questions about peak growth rates rather than celebrating the capital return news. What the Apple Comparison Means Evercore ISI analyst Mark Lipacis drew a direct line between Nvidia’s current situation and Apple’s playbook. After years of P/E compression, Apple’s multiple started expanding once it ramped up buybacks and dividends. Lipacis expects the same to happen with Nvidia. He also noted that Nvidia could become even more generous with returns in 2027. Bank of America analyst Vivek Arya added more context. Only 47% of Nvidia’s free cash flow from 2022 through 2025 went to dividends and buybacks. Peers typically ret...

格隆汇5月21日｜英伟达股价跌幅扩大至2%，此前一度上涨1.5%。

Looking at the universe of stocks we cover at Dividend Channel , on 5/22/26, TE Connectivity plc (Symbol: TEL) will trade ex-dividend, for its quarterly dividend of $0.78, payable on 6/12/26. As a percentage of TEL's recent stock price of $199.51, this dividend works out to approximately 0.39%. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from TEL is likely to continue, and whether the current estimated yield of 1.56% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of TEL shares, versus its 200 day moving average: Looking at the chart above, TEL's low point in its 52 week range is $155.37 per share, with $252.56 as the 52 week high point — that compares with a last trade of $201.36. According to the ETF Finder at ETF Channel, TEL makes up 3.18% of the AXS Knowledge Leaders ETF (Symbol: KNO) which is trading higher by about 1.6% on the day Thursday. (see other ETFs holding TEL). In Thursday trading, TE Connectivity plc shares are currently off about 0.9% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Image source: The Motley Fool. Nov. 6, 2025 at 8:30 a.m. ET Call participants President and Chief Executive Officer — Gabriel Waisman Chief Financial Officer — Guy Kizner Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenue -- $224.6 million, up 25% year over year and 2% sequentially, marking the sixth consecutive record quarter. -- $224.6 million, up 25% year over year and 2% sequentially, marking the sixth consecutive record quarter. Revenue mix -- Logic and foundry contributed about 70%, memory 30% of product revenue. -- Logic and foundry contributed about 70%, memory 30% of product revenue. Memory revenue -- Set a record, driven by advanced DRAM and high-bandwidth memory, with DRAM as the majority. -- Set a record, driven by advanced DRAM and high-bandwidth memory, with DRAM as the majority. Advanced logic revenue -- Reached a record, led by gate-all-around manufacturing demand. -- Reached a record, led by gate-all-around manufacturing demand. Materials metrology -- Record revenue from increased adoption of ELIPSON and METRION platforms. -- Record revenue from increased adoption of ELIPSON and METRION platforms. Service revenue -- Achieved a record, demonstrating portfolio resilience. -- Achieved a record, demonstrating portfolio resilience. Gross margin -- 57% GAAP and 59% non-GAAP, both within the 57%-60% target model range. -- 57% GAAP and 59% non-GAAP, both within the 57%-60% target model range. Operating margin -- 28% GAAP and 32% non-GAAP, reflecting model scalability. -- 28% GAAP and 32% non-GAAP, reflecting model scalability. Operating expenses -- $63.5 million GAAP and $58.6 million non-GAAP, reflecting increased R&D investment. -- $63.5 million GAAP and $58.6 million non-GAAP, reflecting increased R&D investment. Earnings per share -- $1.90 GAAP and $2.16 non-GAAP per diluted share. -- $1.90 GAAP and $2.16 non-GAAP per diluted share. Free cash flow -- $67 million generated in the quarter, year-to-date total about $17...

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