Micron Technologies Will Be a $1 Trillion Company By This Date 24/7 Wall St.

Micron Technology (NASDAQ:MU) is rewriting its identity. The stock is up 156.59% year to date and 647.98% over the past 12 months, powered by an AI memory cycle that CEO Sanjay Mehrotra calls structural. He told investors, “AI has not just increased demand for memory; it has fundamentally recast memory as a defining strategic asset ... Micron Technologies Will Be a $1 Trillion Company By This Date

Quick Read Micron (MU) guided Q3 revenue to $33.5B with 81% gross margin and EPS of $19.15, with a single quarter exceeding the company’s full prior fiscal year; the stock is up 156.59% year-to-date and 647.98% over 12 months, driven by structural AI demand for memory. CEO Sanjay Mehrotra stated Micron is fulfilling only 50% to two-thirds of key customers’ medium-term demand and has signed its first five-year strategic customer agreement, with HBM4 in volume shipment for NVIDIA applications. Micron’s path to $1,000 per share by 2027 depends on HBM4 and HBM4E ramping on schedule, supply-constrained pricing holding through calendar 2026, and Wall Street raising earnings estimates to match reality as the AI memory cycle expands. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Micron Technology wasn't one of them. Get them here FREE. Micron Technology (NASDAQ:MU) is rewriting its identity. The stock is up 156.59% year to date and 647.98% over the past 12 months, powered by an AI memory cycle that CEO Sanjay Mehrotra calls structural. He told investors, "AI has not just increased demand for memory; it has fundamentally recast memory as a defining strategic asset in the AI era." With shares at $731.99 and a market cap of $787.99 billion, Micron sits roughly $212 billion short of the trillion-dollar club. Can MU reach $1,000 per share by 2027? Here is the math. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Micron Technology wasn't one of them. Get them here FREE. Why Micron Shares Just Took a Breather MU fell 8.91% in the past week after a 63.24% rip over the prior month. With a beta of 1.92, this stock moves fast in both directions. Bond yields are pressuring multiples (the 30-year Treasury sits at 19-year highs), and Benzinga warned that "rising discount rates challenge the highly-valued memory supercycle thesis ahead of Nvidia's earnings." Morningstar flagged that DRAM-linked holdings "appear overvalued". After a near 7x m...

Joseph Kelly/iStock via Getty Images Investment thesis Ouster ( OUST ) is not a lidar company. That framing, which leads to the sub-$2 billion market cap, is the mispricing I want to explain in this article. To me, Ouster has executed a transformation in the last six months that the market is has not understood correctly. Ouster has quietly built the critical physical sensing and perception stack for Physical AI, while its primary volume competitor has been legislated out of U.S. federal procurement. Three developments define the investment case. First, the February 2026 acquisition of Stereolabs expanded Ouster from a sensor supplier into a unified platform combining digital lidar, stereo cameras, AI compute, and sensor fusion software. Second, the May 2026 qualification of its Rev8 sensors on NVIDIA's DRIVE Hyperion platform plugged that stack directly into the dominant AV compute infrastructure. Third, and most importantly, NDAA Section 164 , effective June 30, 2026, prohibits the Department of Defense from procuring Hesai Technology products, with a parallel Senate bill extending that restriction to all DOT-funded infrastructure. Given this backdrop, I rate Ouster a Buy. Ouster is doing much more than a sensor, but a Physical AI Platform The common misbeliefs following the last wave of lidar bubble are that lidar companies don't make money, automotive keeps getting pushed out, Chinese manufacturers win on price, etc. However, Ouster is different in my opinion. The Stereolabs acquisition is a structural pivot. Stereolabs had shipped more than 90,000 ZED cameras to over 10,000 customers and generated approximately $16 million in 2025 revenue while running EBITDA-positive. The product is a visual AI camera with depth perception, exactly the complementary modality that lidar alone cannot cleanly deliver for robot navigation. Combined with Ouster's lidar, the merged platform delivers sensor fusion natively: inherently aligned color and depth data at the hardware leve...

格隆汇5月21日｜美股三大指数集体低开，标普500指数跌0.39%，道指跌0.29%，纳指跌0.5%。 中概股方面，一季度营收同比增112.2%，蔚来涨5.19%，小鹏集团涨2.77%，携程跌1.29%，拼多多跌2.07%，京东跌3.05%，阿里巴巴跌3.63%，网易跌4.14%，哔哩哔哩跌4.54%。 芯片股走低，英伟达跌0.5%，英特尔、闪迪跌超1%。 大型科技股方面，特斯拉涨1.25%，微软涨1.15%，消息称Anthropic正在与之洽谈使用其人工智能芯片。 美国稀土涨2.7%，公司入选美国能源部试点稀土加工项目。 IBM涨3%，公司将获得10亿美元的美国政府资金以推动量子计算发展。

piola666/E+ via Getty Images Equinor ( EQNR ) said Thursday it entered into a partnership with Aker BP ( AKRBF ) ( AKRBY ) that aims to increase oil and gas production on the Norwegian Continental Shelf. The companies said they have agreed on a set of initial deals involving stakes in a cluster ⁠of discoveries known as Ringvei Vest, which Equinor ( EQNR ) operates, as well ​as the Yggdrasil field and the Wisting area, ​and could be followed by further transactions. Equinor ( EQNR ) agreed to sell a 19% interest in several discoveries in the Ringvei Vest area to Aker BP ( AKRBF ) ( AKRBY ) as well as a 38.16% interest in the Frigg area, which extends across the Norwegian and U.K. continental shelves. As part of the agreement, Aker BP ( AKRBF ) ( AKRBY ) will transfer a 7.5% interest in the Wisting discovery to Equinor ( EQNR ), whose ownership share in Wisting will increase to 42.5% from 35% and further strengthen its position in the largest undeveloped discovery on the Norwegian Continental Shelf; Aker BP will hold a 27.5% interest in the field after the transaction. "The transactions support Equinor's strategy to optimize its oil and gas portfolio and enable high-value, ⁠timely ​developments on the Norwegian ​continental shelf towards 2035," Equinor ( EQNR ) Executive VP Kjetil Hove said. More on Equinor and Aker BP Equinor: A Fantastic Balance Sheet And Strong Returns Equinor: My New Buy Target is $35/Share, Taking Profits At Over $45 Aker BP: Favorable Prospects Continue (Maintaining Buy)

In this article EQR AVB Follow your favorite stocks CREATE FREE ACCOUNT The AvalonBay Communities Park Loggia condominium, center, stands at 15 West 61 Street in New York, on May 15, 2019. Mark Abramson | Bloomberg | Getty Images Equity Residential and AvalonBay Communities have agreed to an all-stock merger to form a housing rental company with an enterprise value of $69 billion, the firms said on Thursday, strengthening their presence in key U.S. markets. The companies said they have a 95% overlap in markets where they own rental properties, a concentration expected to improve margins by enabling neighborhood-based operations, centralized services and lower cost-to-serve. The deal is expected to generate $175 million in gross synergies by the end of 18 months after completion, driven by reduced corporate overhead costs and property management expenses. Under the deal, AvalonBay shareholders will receive 2.793 shares of Equity Residential common stock for each share they own. On closing, expected in the second half of 2026, AvalonBay shareholders will own about 51.2% of the newly formed company and Equity Residential shareholders the rest. A combination will also pave the way for a larger proprietary data set, which can improve AI-powered demand forecasting, the companies said. AvalonBay CEO Benjamin Schall will lead the combined company. Equity Residential CEO Mark Parrell will retire after the transaction closes. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

The UK Football Policing Unit will send only three officers to this summer’s World Cup after a failure to secure extra funding from authorities in the United States. With as many as 15,000 England fans expected at each group fixture, police said their role would be to act as “cultural interpreters” for local law enforcement and they had no concerns over the safety of supporters in the US. “The number of officers we send is generally dependent on the request of the host and [US] states aren’t funding mobile delegations this time,” said the head of the UKFPU, chief constable Mark Roberts. He added that the unit cannot fund more officers themselves, citing a 10% cut in its funding from the Home Office. “This isn’t a criticism, it’s a statement of fact. There will be [lead officer] Supt Gareth Parkin supported by two football officers, which is a significant change to what we would normally employ. But we’re having to fund that, so that’s limited the number of officers we can get out there.” Roberts said the UKFPU had given online presentations to each of the 16 World Cup host cities on how to engage with supporters, with England’s group-stage matches taking place in Dallas, Boston and East Rutherford, New Jersey. “We have to work hard to make the point that our fans behave really well,” he said. “They may have a drink or two, but we will be often trying to calm people down and say this is not a problem. It’s not going to lead to disorder. They are just having a good time and enjoying themselves. Equally, it’s important to get the message to supporters that while certain things might be acceptable in the UK they might not be elsewhere. “We are not anticipating problems,” Roberts continued. “We can expect the supporters will behave very well. We’ve got the message out about our fans and everyone we’ve had meetings with seem fine and receptive. Nothing is leaping out as cause for concern.” View image in fullscreen England fans dressed as lions during the last World Cup fi...

Two of the most-watched political traders in America, on opposite ends of the spectrum, just bought the same stock. Nancy Pelosi disclosed a Vistra (NYSE:VST) stock purchase tied to a January 16 options exercise executed by her husband, Paul Pelosi. Furthermore, recently released financial disclosures indicate that President Donald Trump bought Vistra shares on February ... Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.

北京时间5月21日晚，美股周四低开。原油价格与美债收益率同步走高，令股指承压。交易员继续评估英伟达财报及美伊局势的进展。通胀压力增大使美联储加息预期升温。 道指跌152.50点，跌幅为0.30%，报49856.85点；纳指跌150.767点，跌幅为0.57%，报26119.593点；标普500指数跌30.66点，跌幅为0.41%，报7402.31点。 据报道，伊朗最高领袖已下令将该国的浓缩铀留存境内，此举使美伊战争的解决前景更加复杂化，随后原油价格跳涨。周四早间，西得克萨斯中质原油期货上涨2.9%，报每桶101.04美元。布伦特原油上涨2.3%，报107.36美元。 在油价飙升的同时，美债收益率也随之走高，原因是交易员对通胀上升的担忧加剧。基准10年期美国国债收益率攀升5个基点至4.615%。30年期国债收益率上涨3个基点至3.665%。 周三，随着油价和债券收益率回落，股市反弹，结束了标普500指数的三连跌。此前美国总统特朗普表示政府与伊朗的谈判已进入“最后阶段”，投资者情绪受到短暂提振。 Global X ETFs投资策略主管Scott Helfstein表示：“市场刚刚经历了一个非常强劲的财报季，盈利预期得到了上修，但围绕通胀和经济需求萎缩的担忧依然存在。这可能很难忽视，但仍然有许多积极的趋势可以帮助推动经济和市场。” 交易员周四继续评估英伟达的最新季度报告。英伟达轻松超越了华尔街对其盈利和业绩指引的预期，此外还宣布将季度现金股息提高至每股25美分。但在人工智能热潮中，投资者早已习惯了这家芯片制造商超出预期并上调业绩展望。 英伟达股价盘后小幅下跌。 美联储加息预期升温。由于几乎看不到中东冲突短期内得到解决的迹象，交易员目前押注，到12月美联储加息25个基点的概率为70%，而到明年3月加息25个基点几乎被视为板上钉钉。互换市场显示，这与伊朗战争爆发前市场预期年底前会有两次以上各25个基点降息形成鲜明对比。 摩根大通 CEO杰米-戴蒙表示：“美国政府债务规模为30万亿美元，平均利率是3.5%。即使在今天，他们也根本不可能以低于这一水平的利率完成再融资。今年他们还有2万亿美元需要处理，但问题是，我们不知道会在什么时候 —— 我们不知道世界会在什么时候开始对此感到过于恐惧，也不知道通胀会在什么时候让人们不愿持有长久期证券。” 他补充称，这种影响也会波及信贷市场：“利率...

专题：聚焦美股2026年第一季度财报 网易 发布2026年第一季度财报。网易一季度业务稳健，净收入306亿元，研发投入45亿元；非公认会计准则下，归属于公司股东的净利润为113亿元。 详见： 网易发布2026Q1财报：净收入306亿元，研发投入45亿元 网易CEO丁磊、集团执行副总裁胡志鹏、财务副总裁莫斌、集团副总裁庞大智等公司高管出席了随后举行的财报电话会议，解读财报要点，并回答分析师提问。 以下即为本次电话会议分析师问答环节主要内容： 高盛 分析师Lincoln Kong： 我有两个关于网易新游戏的问题。第一个问题有关《遗忘之海》。能否请管理层与我们分享一下《遗忘之海》的最新进度？以及目前管理层得到了哪些用户反馈？无论是玩法、商业化设计还是付费模式上，这款产品近期是否有新的变化？全球以及跨端的整体上线计划目前如何？ 我的第二个问题是关于《无限大》这款游戏。我比较好奇管理层在“开放世界”游戏赛道上有哪些竞争策略？尤其是在这种偏二次元和生活模拟的品类。其实，今年同业也上线了几款相对类似的新游戏，后续年底也会上线GTA大作。所以我想请管理层再与我们分享一下，管理层如何确保《无限大》能够顺利突围，并且能获取增量用户？ 丁磊： 我来回答你的第一个问题。在过去两个月的《遗忘之海》技术测试中，我们收获了很多玩家的宝贵意见。目前，项目组正在积极筹备即将到来的破晓号测试。在这一轮的测试中，我们会展现更为全面的游戏世界以及更多玩法细节，以便充分推进第三季度的产品上线计划。 专业化方面，我们会结合游戏整体玩法进行设计，围绕角色以及外观、付费为核心，实现内容丰富而低负担的游戏体验。更多细节欢迎持续关注我们后面的测试和宣发详情。 胡志鹏： 我来回答你的第二个问题，关于《无限大》。 我分几个层次来回答这个问题。首先是关于竞争格局。我们不回避竞争，但我们会更加关注差异化。2026年的“开放世界”赛道非常拥挤，用户的选择空间也很丰富。但换个角度来看，这恰恰说明这个品类的发展是很好的，用户需求是很强的。 竞争不是零和博弈，好的产品应该做大，而不是局限在固定范围。如果大家看《无限大》的产品定位，《无限大》选择的是都市开放世界的方向。在IP塑造、叙事结构和都市生活玩法层面与传统的开放世界RPG或二次元的动作游戏是有本质区别的。我们做的不是换皮，而是以现代军事为舞台、以生活体验为核心驱动的开放世界产品...

道指跌0.3%，标普500指数跌0.4%。 量子计算股大涨，Quantum Computing涨约9%，Rigetti Computing涨约13%，D-Wave Quantum涨约13%；IBM涨3.6%，创近两个月来最大涨幅。 蔚来涨约5%，公司Q1营收同比增112%，新车交付大增98%，整车毛利率创四年来新高。 Applied Digital Corp.涨约8%，该公司达成一份关于超大规模云服务商（Hyperscaler）的租赁协议。 网易跌约6%，公司此前公布了一季度财报。 沃尔玛股价跌近6%，创2025年2月以来最大跌幅。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Listen and subscribe to Power Players with Brian Sozzi on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Fugees star Wyclef Jean appreciates the advances of AI and how it’s shaping music — he’s even a consultant for Google’s (GOOG, GOOGL) DeepMind. But despite the growing use of AI in song development, the musician and producer said the tech still lacks a key component that won’t be easily replicated. “One thing that the AI can’t duplicate is the soul,” Jean said on Yahoo Finance’s Power Players podcast (video above; listen in below). Jean said he is about to release an astonishing seven new albums — including a country album — that he’s been working on for the past six years. He has combined his passion for music and new technology to accelerate the development timeline. “You control your own destiny because technology is different now. The technology has democratized everything,” Jean added. Wyclef Jean isn’t just a music story — he offers up a clinic in relentless brand diversification, cultural equity, and pure hustle. He busted the doors down in the mid-1990s with the Fugees, co-authoring “The Score.” The juggernaut album shipped more than 22 million units globally and fundamentally reindexed the valuation of hip-hop on the global stage. But where a lot of artists would have just ridden that single wave, Jean pivoted like a seasoned CEO. He launched a multidecade solo career that included solo platinum tracks like “Gone Till November.” He served as the ultimate cross-border talent broker — writing, producing, and optimizing massive global hits for everyone from Santana to Shakira. He has no plans to slow down. In fact, he’s still touring. “I’m making more money now on touring than I was back then,” Jean said. “I’m like Elton John — if you need me to show up for a birthday, it’s going to cost you, baby. Right? While the technology is advancing, we are becoming more valuable. Think of us like fine wine. The more the y...

5月21日，中国和东盟国家在马来西亚吉隆坡举行落实《南海各方行为宣言》第26次高官会。与会各方一致强调维护南海和平安宁重要性，重申继续全面有效落实《宣言》，加强对话协商，保持克制，妥处分歧，深化海上务实合作，维护南海局势稳定。各方肯定“南海行为准则”磋商取得的积极进展，同意保持磋商势头，争取早日达成“准则”。5月22日至5月23日，中国和东盟国家还将举行落实《宣言》第55次联合工作组会，继续推进“准则”磋商。（央视新闻）

(RTTNews) - Willamette Valley Vineyards (WVVI), a vineyard and producer of Pinot Noir, Thursday announced that it has appointed John Hazlett as its Chief Financial Officer, effective immediately. Hazlett succeeds from John Ferry who retired this May from the company. John Hazlett has over two decades of senior financial leadership experience across manufacturing, technology and growth oriented businesses, and was most recently the founding partner of Trailwise Advisory Services, a fractional CFO firm supporting organizations through financial transformation. On Wednesday, WVVI shares closed at $2.59, down 10.45% on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

根据美国劳工部周四公布的数据，在截至5月16日的一周内，初请失业金人数减少了3000人，降至20.9万人。对经济学家进行的一项调查得出的预测中位数为21万人。 上周美国申请失业救济的人数变化不大，这表明尽管近期有一些裁员消息宣布，但裁员规模依然处于低位。数据公布之后，利率 期货 交易员们对于美联储今年重启降息前景的预期可谓进一步削弱，几乎100%定价今年按兵不动(既不加息也不降息的维系基准利率不变立场)并且对于12月加息定价的概率基准一度接近50%。 作为领取失业救济人数替代指标的连续申请失业救济人数，在此前一周小幅上升至178万人。 尽管包括Meta Platforms 、星巴克、领英和沃尔玛在内的知名公司宣布了裁员，但申请人数依然保持在低位。这表明劳动力市场仍处于近年来普遍存在的“低招聘、低解雇”状态。 美国初请失业金人变化 经济学家Eliza Winger表示：“更严格的反欺诈控制以及裁员集中在薪酬较高的科技职位上，可能会抑制失业救济申请活动。这表明近期异常低的申请数据——远低于疫情前十年33.5万人的平均水平——可能描绘了一幅对劳动力市场韧性过于乐观的图景。” 首次申请失业救济人数的四周移动平均值降至202,500人，为2024年以来的最低水平。

欧洲早盘该股跌幅达 2.9%，而同行业赛峰、英国宇航系统股价逆势上涨 内容概要 有消息称 空客 告知航司，本世纪 20 年代后期 A350 客机交付将出现延误，受此影响，空客股价下跌 2.9%。 周四，空客股价走低。消息显示，这家航空制造企业通知各大航空公司，A350 机型后续交付进度将会延后。 欧洲早盘交易时段，空客股价下跌 2.9%，报 168.28 欧元；其同业企业赛峰小幅波动，英国宇航系统股价则实现上涨。 路透社援引匿名消息人士报道，空客近期收购的一家美国零部件工厂出现人员问题，生产受阻，进而引发交付延误。 北卡罗来纳州金斯顿工厂是空客去年从思睿航空系统收购而来，目前该厂无法稳定供应 A350 机型核心机身部件。 针对此事，空客表示，不会就与客户约定的交付时间对外发表评论。 受整体供应链扰动影响，空客去年已将 A350 货运机型的投产时间推迟至 2027 年下半年，如今再度曝出交付延期问题。 杰富瑞分析师在研报中指出，空客原定 2028 年将 A350 月产量提升至 12 架、实现产能翻倍的目标难度加大，投资者对此反应偏负面。 空客在 4 月发布一季度财报时称，公司今年有望向客户交付约 870 架商用飞机，整体交付计划推进正常。 责任编辑：郭明煜

伊朗最高領袖穆傑塔巴，據報下令禁止濃縮鈾運出國。 路透社引述兩名伊朗高層稱，穆傑塔巴的命令和政府內部共識，都認為濃縮鈾庫存不得運出境外，因為這樣做將使伊朗未來更容易受到美國和以色列攻擊。 美國總統特朗普再次向伊朗施壓，稱若果無法達成協議，美軍將會發動大規模攻勢。伊朗就稱一旦被侵略，會將戰事擴大到中東以外地區。

The Afghanistan women's refugee team will tour England this summer in their continued bid to be recognised for international competition. More than 20 members of what was the Afghanistan national team have been exiled in Australia since 2021, when the Taliban returned to power and effectively outlawed female participation in sport in the country. An Afghanistan Women's XI played its first competitive match in Melbourne in January 2025 and the squad were in India at the same time as the 50-over World Cup late last year. Now, the refugee team will tour England from 22 June, playing T20 matches alongside training opportunities. The players will also attend the final of the T20 World Cup, which is being held in England. The England and Wales Cricket Board (ECB) said the tour "carries significant cultural and sporting importance". The ECB currently has no plans for the England men's team to play Afghanistan in any bilateral contests. England's seven previous matches against Afghanistan have all been in global tournaments. Early last year, there were calls for England to boycott their match against Afghanistan at the Champions Trophy, with more than 200 politicians signing a letter asking the ECB to take a stance. The fixture still went ahead, but the ECB labelled the situation in Afghanistan as "nothing short of gender apartheid".

Pembroke Management, LTD disclosed in a May 13, 2026, SEC filing that it sold 251,249 shares of Q2 Holdings (QTWO 2.31%), an estimated $14.16 million trade based on the quarterly average price. What happened According to a SEC filing dated May 13, 2026, Pembroke Management, LTD reduced its position in Q2 Holdings by 251,249 shares during the first quarter. The estimated value of these sales is $14.16 million, calculated using the average closing price for the quarter. The fund’s remaining stake was valued at $4.35 million as of March 31, 2026. The net position change for the quarter, including both the reduction in shares and price movement, was a decrease of $20.41 million. What else to know This was a reduction in holdings; Q2 Holdings now represents 0.63% of Pembroke Management, LTD’s 13F reportable AUM. Top holdings after the filing: NASDAQ: MPWR: $37.61 million (5.4% of AUM) NYSE: REZI: $37.59 million (5.4% of AUM) NYSE: MOD: $35.95 million (5.2% of AUM) NASDAQ: AAON: $35.59 million (5.1% of AUM) NYSE: GMED: $35.20 million (5.1% of AUM) As of May 13, 2026, shares of Q2 Holdings were priced at $44.70, down 51.8% over the past year and underperforming the S&P 500 by 78.26 percentage points. Company overview Metric Value Revenue (TTM) $821.58 million Net income (TTM) $73.89 million Market capitalization $2.80 billion Price (as of market close May 13, 2026) $44.70 Company snapshot Offers a suite of cloud-based digital banking solutions, including consumer and commercial banking platforms, security analytics, remote deposit capture, bill payment, and digital account opening tools. Serves regional and community financial institutions across the United States, targeting banks and credit unions seeking advanced digital banking capabilities. Operates a software-as-a-service (SaaS) business model, generating recurring revenue from its institutional client base. Q2 Holdings is a technology provider specializing in digital banking solutions for regional and community finan...

Supatman/iStock via Getty Images Introduction Global Net Lease ( GNL ) is a real estate investment trust that specializes in owning and leasing net lease commercial properties. The structure of Global Net Lease is that it owns the commercial real estate, but its tenants are responsible for the maintenance, insurance, and property taxes. Two years ago, I wrote about my concerns regarding the ownership of the company’s common shares and how their dividend was under pressure. As an alternative, I recommended the company’s preferred shares, which still had steady yields of over 8% at the time despite being in a safer capital stack. Today, after reviewing the latest financials, I have a negative outlook on the company’s operating performance and I believe it is best for income investors to avoid both the common and preferred shares. Understanding the Structure of the Preferred Shares Preferred shares are senior to common shares in the capital stack. Because of this, their prices tend to be more stable and since the common dividends need to be eliminated before preferred dividends can be impaired, their dividends are seen as more reliable. Global Net Lease has four different preferred shares for investors to choose from. All four of the preferred shares are callable at $25 per share, meaning the company can redeem them and pay $25 per share for their redemption at any time. Each preferred share pays a different dividend and because their yields are very close together, that means their prices are different. Each of these preferred shares has cumulative dividends, meaning that if the company were to suspend them, the dividends would accrue as a liability and would be owed to the preferred shareholders upon resumption of the dividends. QuantumOnline Microsoft Excel API Global Net Lease Earnings Results Global Net Lease’s profitability improved in the first quarter compared to the same quarter a year ago, but the changes made by the company in 2025 require deeper analysis. W...

Inflatable bridge and a hot couple: photos of the day – Thursday The Guardian’s picture editors select photographs from around the world An inflatable artwork conceived by the French street artist JR as a tribute to Christo and Jeanne-Claude, covers the Pont Neuf in Paris. Photograph: Benoît Tessier/Reuters

Closed-end funds (CEFs) yield around 8% today--and that's on average. Plenty yield more--and deliver their payouts safely, predictably and often monthly, too. Members of my CEF Insider service know this. As I write this, our portfolio yields a high 8.8% on average, even as many of our funds' prices have risen with this year's strong market. And 12 of our current 21 holdings pay us every month. All that said, we also know the old adage that something that seems too good to be true usually is. That also applies to CEF yields, especially when we spot a vastly overinflated one (24.6%, say). Don't Fall for the Siren Song of This Huge Payout That 24.6% figure is the current forward yield on a CEF called Oxford Lane Capital Corporation (OXLC). The allure of such a yield is powerful: Buy now, hold for a year and you get nearly a quarter of your investment back in dividends alone. Hang in for a bit more than four years and you've recouped it all. Anything from there on is a bonus. Unfortunately, that's not the case here because what the payout gives, the share price and OXLC's falling dividend take away. That's a common problem with twenty-something yields like this one. Falling Stock, Falling Dividend As you can see above, in the last five years, OXLC's dividend (shown in purple) has dropped nearly 41%, while its share price has fallen even harder--a bit more than 73%. So we see that at least some of that 24.6% yield comes from the fact that the price has fallen faster than the payout. What's more, even if an investor collected their last five years' worth of payouts and reinvested them, they'd still be down 22% in that time (see the purple line below)--a span when the S&P 500's total return (in orange) nearly doubled. A 24.6% Yield Can't Keep OXLC Out of the Red It just goes to show how important it is to not be lured in by an oversized yield. Doing so can cause you to overlook other problems with an income play like OXLC. But what's the story behind this poor performance?...

At the cusp of a business transition, Arm (ARM) stock has traded exceptionally higher in the last 52 weeks. The rally has also been supported by structural industry tailwinds that have translated into robust growth. However, amidst the bright outlook, the company is facing new scrutiny. Specifically, Arm is the target of a U.S. antitrust investigation to determine whether its dominant position in the semiconductor licensing industry is being used to disadvantage rivals. Importantly, as the company builds its in-house chip business, the Federal Trade Commission (FTC) is examining whether Arm can unfairly limit or degrade competitors' access to key licenses. From an investment perspective, this probe increases Arm's regulatory risk. However, it's worth noting that the price action of ARM stock has not been significantly negative, as the positives far outweigh concerns related to the investigation. About ARM Stock Headquartered in the United Kingtom, Arm is a global leader in the semiconductor industry. Its business involves the research, development, and licensing of microprocessors, systems IP, graphics processing units (GPUs), software, and more. Since 1990, Arm has shipped more than 350 billion chips, and the company clocked a turnover of $4.9 billion for fiscal 2026. On a year-over-year (YOY) basis, fiscal 2026 revenue growth was robust at 23%. In terms of innovation, Arm has commenced production of its AGI CPU, which is its first production silicon; Arm claims that the AGI CPU is one of the world’s most-efficient agentic central processing units. The firm has visibility of over $2 billion in potential demand over the next two years. According to Arm, the semiconductor market related to cloud AI, edge AI, and physical AI is poised to be worth $1.5 trillion by 2031. This presents a big opportunity for sustained growth. Considering the industry tailwinds, Arm’s leadership position, and healthy top-line growth, ARM stock has trended higher by 94% in the last six mont...

Four decades on, ’80s-style science fiction adventures continue to exert their influence on modern film and TV. The idea of a group of kids teaming up to face an otherworldly threat has become a trope at this point, seen in everything from Super 8 to Stranger Things. So on one level, The Boroughs, a new sci-fi series on Netflix, does a lot that feels very familiar, with its tale of a mysterious alien terrorizing a small neighborhood and the team of plucky friends who band together to stop it. But The Boroughs also does something different: Its neighborhood is a retirement community, and its group of friends are all in their 70s. That seemingly slight change makes a big difference, elevating The Boroughs above most of its Spielberg-imitating brethren. The Boroughs is the title of the show, but it’s also the name of the beautiful retirement community in the New Mexico desert where, almost immediately, it’s clear there’s something wrong. Things are just a little too perfect. Crotchety newcomer Sam (Alfred Molina) senses this early on, but it takes a while before he has an idea of just what’s going on. There are hints at it, like the resident who complains about owls in the walls, but things really kick off when Sam accidentally catches an alien creature that seems to be feeding on his neighbors while they sleep. This discovery pulls him and his newly formed friend group into a larger conspiracy. The Boroughs does a good job of teasing out its mystery, which steadily grows in scale over the course of its eight episodes. I won’t spoil anything, but there’s a direct connection between the alien and the many strange things that keep happening around the community, which only makes figuring out what’s really going on — and, of course, stopping it — all the more difficult. In a classic Amblin movie circa 1985, this is the point in the story when a group of kids on bikes would get mixed up in the conspiracy and figure things out. But since we’re in a retirement community, the...

Eoneren/iStock via Getty Images On Saturday, 2 May, Berkshire Hathaway ( BRK.B ) ( BRK.A ) hosted its 2026 annual meeting - its first, since Warren Buffett stepped down as the CEO of the firm and passed the baton to Greg Abel. I won't lie, as an investor with Berkshire being the third-largest position in my portfolio, I was nervous watching the meeting online, unclear what to expect from Abel's performance or the direction Berkshire will take. Expectations were high, and in retrospect, I can say Greg won my vote of confidence. To be fair, my expectations for Berkshire are now higher than in the final years of Buffett's CEO tenure, a period during which investment decisions took a back seat and the leadership left a lot to be desired. In the last 12 months alone, Berkshire's stock performance was -6.15% vs. the S&P 500 ( SP500 ) gain of 24.4%. A performance gap, which I largely attribute to an extremely defensive posture, ultimately hurts shareholders. I don't mean to be short term-oriented, sitting out a stock rally isn't a flaw, but the swollen cash pile is a testament to inactivity. As usual, ahead of the annual meeting, Q1 earnings were reported, and the operating results were quite strong. Today, we also have available the 13F report; let's have a look at the operating results, portfolio changes, valuation and more. Berkshire Q1 Earnings Following Buffett's wisdom for years, the best way to look at Berkshire's business is through the lens of operating earnings. This completely strips out the pollution of investment gains/losses and shows the true earning potential of the underlying businesses. In Q1 2026 , Berkshire reported strong operating earnings at $11.35B, up from $9.64B reported in the prior year. During Q1, Greg Abel was already in charge, and while it's difficult to attribute the 17.7% year-over-year jump in earnings to his abilities, the transition alongside the strong results is a nice vote of confidence. Q1 - YoY 2026 2025 YoY Change % Insurance - Un...

Gotrade Daily: NVDA Earnings Beats, But Nasdaq Slips Gotrade

AMD is investing $10 billion in Taiwan to accelerate its AI chip push qz.com

Tsakos Energy Navigation press release ( TEN ): Q1 GAAP EPS of $2.72 beats by $0.70 . Revenue of $253M (+28.4% Y/Y) beats by $37M . Adjusted EBITDA for the first quarter of 2026 reached $154.0 million up from $99.3 million in the 2025 first quarter representing a 55% increase. As of March 31, 2026, the company's cash reserves remained solid at about $321.4 million. More on Tsakos Energy Navigation Tsakos Energy Navigation: Performing Well In Strong Markets Tsakos Energy Navigation: Getting Cautious On The Preferred Stock Tsakos Energy Navigation Limited 2025 Q4 - Results - Earnings Call Presentation Tsakos Energy Navigation Q1 2026 Earnings Preview Tsakos Energy Navigation Q4 2025 Earnings Preview

CR/iStock via Getty Images Hims & Hers Health ( HIMS ) on Thursday announced the launch of generic versions of Novo Nordisk’s ( NVO ) blockbuster GLP-1 therapy semaglutide through its telehealth platform in Canada. The California-based health tech said that semaglutide, marketed as Ozempic for diabetes and Wegovy for weight loss by Novo ( NVO ), will be available as part of personalized treatment plans starting at C$149 per month. "Bringing generic semaglutide to market means more Canadians have a real, affordable path to treatment,” added Austin Kouri, General Manager, Hims & Hers ( HIMS ) Canada. While generic semaglutide is approved in Canada for type 2 diabetes, healthcare providers can prescribe it off-label for weight management based on clinical judgment. The Danish drugmaker lost Canadian market exclusivity for semaglutide in January, opening the floodgates for a host of off-patent versions manufactured by leading generic drugmakers such as Teva ( TEVA ) and Sandoz ( SDZNY ) ( SDZXF ). Last week, India’s Dr. Reddy's ( RDY ) launched generic Ozempic after Canada approved its marketing application, becoming the first G7 nation to approve a knockoff version of the once-weekly therapy. More on Hims & Hers Health, Novo Nordisk A/S Hims & Hers: Wegovy Deal Fuels Growth Novo Nordisk: 2 Reasons To Buy This GLP-1 Giant Hims & Hers Health: GLP-1 Drama Ending Signals Return To Growth Hims & Hers Health prices $350M senior convertible notes Hims & Hers slips on proposed $300M convertible debt offering