AMD (NASDAQ: AMD) reported an excellent first quarter, but the real reason the chipmaker has performed so well is because of investors' expectations for the future. In this video, I look beyond the numbers and discuss five of the most important quotes from CEO Lisa Su's remarks on the company's earnings call. *Stock prices used were the morning prices of May 20, 2026. The video was published on Ma...
AMD (NASDAQ: AMD) reported an excellent first quarter, but the real reason the chipmaker has performed so well is because of investors' expectations for the future. In this video, I look beyond the numbers and discuss five of the most important quotes from CEO Lisa Su's remarks on the company's earnings call. *Stock prices used were the morning prices of May 20, 2026. The video was published on May 21, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in Advanced Micro Devices right now? Before you buy stock in Advanced Micro Devices, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Advanced Micro Devices wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $481,750!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,352,457!* Now, it’s worth noting Stock Advisor’s total average return is 990% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 21, 2026. Matt Frankel, CFP has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices. The Motley Fool has a disclosure policy. Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that ...
Tom Werner/DigitalVision via Getty Images There are very few names that generate the polarized reaction that Medical Properties Trust ( MPT ) does in the investment community. Bears have been on the right side of this trade for the better part of three years and they’ve earned cent of underperformance. Everything has gone there way from the Steward Health Care bankruptcy to the Prospect implosion ...
Tom Werner/DigitalVision via Getty Images There are very few names that generate the polarized reaction that Medical Properties Trust ( MPT ) does in the investment community. Bears have been on the right side of this trade for the better part of three years and they’ve earned cent of underperformance. Everything has gone there way from the Steward Health Care bankruptcy to the Prospect implosion while shareholders endured dividend cuts and secondary offerings at depressed prices. The stock went from the mid $20’s in 2022 with a strong dividend to under $4 in 2025. Here is the thing about MPT, the bad news is already priced in. Now it’s a matter of whether management can execute on their turnaround plan or not. After digging through the Q1 earnings report I think MPT could be setup for a comeback. This isn’t a back to $24 story by any means as that ship has probably sailed. This is now a story about a hospital REIT trading at 68% of book value , with $1.12 billion of contractual base rent already on the books with a dividend that is fully covered. If management executes on the refinancing wall in front of them I think that MPT can re-rate from here. It looks like MPT has been establishing a base and I am much more optimistic on MPT than I was in 2025. Seeking Alpha Following up on my previous article about MPT Back in October I had written an article on MPT ( can be read here ) where I had discussed how the operational recovery was underway. MPT’s turnaround was moving forward by new tenants, refinancing, and asset sales but the real problem was sill lingering tenant issues and operator bankruptcy risks. MPT had traded at a steep discount to book and for a good reason at the time despite showcasing improved rental income and strategic capital management. It’s been several quarters since I have covered MPT and I am getting much more optimistic. I am not ready to become bullish again but if MPT can pull off favorable refinancing terms I would be inclined to upgrade my...
Microsoft (NASDAQ:MSFT) is having one of its strangest years in recent memory. The AI franchise is exploding, with CEO Satya Nadella telling investors “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.” Yet shares trade at $421.06, down 12.74% year to date. Intelligent Cloud just reported $34.681 billion, up ... This Will Be Microsoft’s Stock Price in 202...
Microsoft (NASDAQ:MSFT) is having one of its strangest years in recent memory. The AI franchise is exploding, with CEO Satya Nadella telling investors “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.” Yet shares trade at $421.06, down 12.74% year to date. Intelligent Cloud just reported $34.681 billion, up ... This Will Be Microsoft’s Stock Price in 2028
GummyBone/iStock Editorial via Getty Images Nvidia ’s ( NVDA ) earnings release for its first quarter (Q1) of FY2027 on the 20 th of May 2026 once again ostensibly beat expectations by delivering $81.62 billion in revenue versus a consensus expectation of $78.86 billion and adjusted earnings per share ( EPS ) of $1.87 versus an expectation of $1.76. In the post-trading session, the stock didn’t ri...
GummyBone/iStock Editorial via Getty Images Nvidia ’s ( NVDA ) earnings release for its first quarter (Q1) of FY2027 on the 20 th of May 2026 once again ostensibly beat expectations by delivering $81.62 billion in revenue versus a consensus expectation of $78.86 billion and adjusted earnings per share ( EPS ) of $1.87 versus an expectation of $1.76. In the post-trading session, the stock didn’t rise in post-trading. The reasons behind these are complex and related to ground conditions for AI. Trend Drilldown In Q1 2027, there is no stopping the company’s near-complete dependence on enterprise-driven AI boom, as seen in the “Compute & Networking” segment’s performance. Source: Created by Sandeep G. Rao using data from Nvidia's Financial Statements The “Graphics” segment – which caters to consumers, gamers, and graphics designers et al to create its “persona” of computing excellence – is barely at 5% of operating income contribution and is trending to close FY2027 even lower. Seasonality patterns in revenue – particularly pertinent given disciplined corporate spends – lends strongly to strong performance this quarter: if Q1 2027’s trend were to continue, FY2027 would close with a net 152% growth over FY2026. Source: Created by Sandeep G. Rao using data from Nvidia's Financial Statements While net income per share is currently trending at a monstrous 220% growth, this needs to be tempered with the fact that the company has an extensive portfolio of investments with stakes in various AI companies (such as OpenAI), cloud platforms (such as CoreWeave), and other publicly-held equities, often with stake-for-sales arrangements that ensure a pipeline of sales. Market fervour in AI hase impacted the valuation of privately-held companies particularly strongly: in FY2026, Nvidia’s portfolio was at $1 billion, which grew to $9 billion by FY2026. In Q1 2027 – three short months later – this now stands at $15.9 billion . After factoring out the value of these investments, adjusted...
GummyBone/iStock Editorial via Getty Images Nvidia ’s ( NVDA ) earnings release for its first quarter (Q1) of FY2027 on the 20 th of May 2026 once again ostensibly beat expectations by delivering $81.62 billion in revenue versus a consensus expectation of $78.86 billion and adjusted earnings per share ( EPS ) of $1.87 versus an expectation of $1.76. In the post-trading session, the stock didn’t ri...
GummyBone/iStock Editorial via Getty Images Nvidia ’s ( NVDA ) earnings release for its first quarter (Q1) of FY2027 on the 20 th of May 2026 once again ostensibly beat expectations by delivering $81.62 billion in revenue versus a consensus expectation of $78.86 billion and adjusted earnings per share ( EPS ) of $1.87 versus an expectation of $1.76. In the post-trading session, the stock didn’t rise in post-trading. The reasons behind these are complex and related to ground conditions for AI. Trend Drilldown In Q1 2027, there is no stopping the company’s near-complete dependence on enterprise-driven AI boom, as seen in the “Compute & Networking” segment’s performance. Source: Created by Sandeep G. Rao using data from Nvidia's Financial Statements The “Graphics” segment – which caters to consumers, gamers, and graphics designers et al to create its “persona” of computing excellence – is barely at 5% of operating income contribution and is trending to close FY2027 even lower. Seasonality patterns in revenue – particularly pertinent given disciplined corporate spends – lends strongly to strong performance this quarter: if Q1 2027’s trend were to continue, FY2027 would close with a net 152% growth over FY2026. Source: Created by Sandeep G. Rao using data from Nvidia's Financial Statements While net income per share is currently trending at a monstrous 220% growth, this needs to be tempered with the fact that the company has an extensive portfolio of investments with stakes in various AI companies (such as OpenAI), cloud platforms (such as CoreWeave), and other publicly-held equities, often with stake-for-sales arrangements that ensure a pipeline of sales. Market fervour in AI hase impacted the valuation of privately-held companies particularly strongly: in FY2026, Nvidia’s portfolio was at $1 billion, which grew to $9 billion by FY2026. In Q1 2027 – three short months later – this now stands at $15.9 billion . After factoring out the value of these investments, adjusted...
American hedge-fund manager Bill Ackman recently announced that he is betting big on Microsoft stock (NASDAQ: MSFT). He disclosed that his investment arm, Pershing Square Capital has taken an entry position in MSFT in Q1 of 2026. The billionaire purchased 5.6 million shares of the tech giant, and the position is worth $2.09 billion. The asset accounts for about 5.3% of the overall figures in Persh...
American hedge-fund manager Bill Ackman recently announced that he is betting big on Microsoft stock (NASDAQ: MSFT). He disclosed that his investment arm, Pershing Square Capital has taken an entry position in MSFT in Q1 of 2026. The billionaire purchased 5.6 million shares of the tech giant, and the position is worth $2.09 billion. The asset accounts for about 5.3% of the overall figures in Pershing Square Capital. Microsoft’s Business Model Difficult to Dislodge, Says Bill Ackman After Buying MSFT Stock Source: Fox Business Bill Ackman’s purchase of Microsoft stock comes after the billionaire dumped Alphabet’s Google Class A stock (NASDAQ: GOOGL). He purchased Google stock in 2023 and stressed that the investment is for the long term. However, in three years, the hedge fund manager sold GOOGL to accumulate MSFT instead. The billionaire is now bullish on Microsoft stock due to its valuation. Moreover, the billionaire clarified that selling Google stock for Microsoft has nothing to do with Alphabet’s revenue stream. “Selling Google is not a bet against the company. We are very bullish on Alphabet’s long-term prospects, but given current valuation considerations within our finite capital base, we used Google as a source of funds to buy Microsoft,” he said. Also Read: NVDA Stock Price Target: Wall Street Reacts to Earnings Report His statement continued that the essence of the investment swap occurred due to “capital allocation” and not a “strategic judgment.” Despite his statements, if you look closely, Bill Ackman made a significant move in owning Microsoft stock. MSFT suffered a major price pullback early this year, falling to as low as $356. It had fallen nearly 22% year-to-date, and was among the least performing Magnificent Seven stocks. Selling Alphabet’s Google stock after minting profit and buying Microsoft at its low point remains a smart move. In this way, Bill Ackman will make a profit from both Google and Microsoft. The billionaire stressed that the Micro...
The SonicShares Global Shipping ETF (NASDAQ:BOAT) pays one of the more unpredictable distributions in the ETF universe, and shareholders pulling income from BOAT need to understand why. The fund holds container, dry bulk, and tanker operators whose dividends rise and fall with global freight rates, and BOAT’s quarterly payouts have ranged from pennies to multiple ... BOAT’s Unpredictable Dividends...
The SonicShares Global Shipping ETF (NASDAQ:BOAT) pays one of the more unpredictable distributions in the ETF universe, and shareholders pulling income from BOAT need to understand why. The fund holds container, dry bulk, and tanker operators whose dividends rise and fall with global freight rates, and BOAT’s quarterly payouts have ranged from pennies to multiple ... BOAT’s Unpredictable Dividends Returned 51% in One Year, But Income Comes With a Catch
Beijing is increasingly seen as key to securing international stability and economic opportunities, a status which both Washington and Moscow are converging on. Chinese President Xi Jinping’s recent foreign policy interactions with the leaders of the United States and Russia highlight China’s rising strategic position – acting as a significant player in global affairs, from the conflict in Ukraine...
Beijing is increasingly seen as key to securing international stability and economic opportunities, a status which both Washington and Moscow are converging on. Chinese President Xi Jinping’s recent foreign policy interactions with the leaders of the United States and Russia highlight China’s rising strategic position – acting as a significant player in global affairs, from the conflict in Ukraine to the volatile situation with Iran. Xi’s relationship with Russian President Vladimir Putin has become one of the defining geopolitical dynamics of the modern era, especially in the context of the Ukraine war and the broader reconfiguration of global power. Putin’s comments earlier this month that the war in Ukraine may be “ coming to an end ” marked a notable rhetorical shift after years of grinding conflict and escalating geopolitical confrontation. Advertisement The statement may have been influenced by Beijing’s quiet behind-the-scenes diplomacy, consistently arguing for ceasefires and negotiations. More notably, Putin’s comments came before this week’s summit with Xi , held in Beijing, a major outcome of which was their joint declaration on the establishment of a multipolar world and a “new type” of international relations. In this context, their declaration included criticism aimed at the US for attacks on Venezuela and Iran, as well as its proposed “ Golden Dome”. They jointly called for countries to stop impeding international trade and threatening supply chains in an indirect reference to the blockade of the Strait of Hormuz and also shared concerns over Japan’s rearmament , which they say “poses a serious threat” to regional peace and stability. Russian President Vladimir Putin (centre) shakes hands with Chinese Foreign Minister Wang Yi during his meeting with President Xi Jinping (right) at the Great Hall of the People in Beijing, on May 20. Photo: Reuters The summit also highlighted the economic prosperity dimension of the relationship. Russia and China signed...
How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well. The fear of missing out, or FOMO, also plays a factor in investing, especially with particular tech giants, as well as popular consumer-facing stocks. What if you'd invested...
How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well. The fear of missing out, or FOMO, also plays a factor in investing, especially with particular tech giants, as well as popular consumer-facing stocks. What if you'd invested in Quanta Services (PWR) ten years ago? It may not have been easy to hold on to PWR for all that time, but if you did, how much would your investment be worth today? Quanta Services' Business In-Depth With that in mind, let's take a look at Quanta Services' main business drivers. Quanta is a leading national provider of specialty contracting services, and one of the largest contractors serving the transmission and distribution sector of the North American electric utility industry. Quanta has operations in the United States, Canada, Australia and other selected international markets. Starting from fourth-quarter 2021, Quanta reports results under three reportable segments: Electric Power Infrastructure Solutions, Underground Utility and Infrastructure Solutions, and Renewable Energy Infrastructure Solutions. The Electric Power Infrastructure Solutions segment (which accounted for 46.5% of 2023 revenues) provides network solutions to customers in the electric power industry. Services performed include design, installation, upgrade, repair and maintenance of electric power transmission and distribution networks, and sub-station facilities; emergency restoration services; installation of “smart grid” technology on electric power networks; and communications infrastructure services. Renewable Energy Infrastructure Solutions segment (29.5%) provides infrastructure solutions to clients involved in the renewable energy and/or related infrastructure. This segment provides services related to engineering, procurement, new construction, upgrade, and repair and maintenance of utility...
matejmo/iStock via Getty Images Baron First Principles ETF (BFPE) is among the first six Active Baron ETFs. " First Principles Thinking , " according to GROK, is a physics term used by Aristotle. It means first breaking down an idea or problem to its most basic and undeniable truths. Those concepts, grounded in physics, logic or observable facts, then become the starting point that everything else...
matejmo/iStock via Getty Images Baron First Principles ETF (BFPE) is among the first six Active Baron ETFs. " First Principles Thinking , " according to GROK, is a physics term used by Aristotle. It means first breaking down an idea or problem to its most basic and undeniable truths. Those concepts, grounded in physics, logic or observable facts, then become the starting point that everything else builds upon. Aristotle treatises and lecture notes. (350-322 BCE) NYSE Bell Ringing Ceremony. Ron and the Baron Capital team rang the opening bell to mark the launch of the first of our Firm's six new ACTIVE ETFs. We considered this a notable event for our Firm that measures time in decades, not trading days. Baron was joined by Lynn Martin, President of the NYSE. The ETFs use the same investment managers, analysts, and process that have produced outstanding performance for our mutual funds. . . private clients. . . institutions. . . and proprietary accounts. My wife was "blown away" by the massive banners hanging outside the exchange welcoming us! ! ! Thanks, Lynn. December 15, 2025. Click to enlarge Elon Musk explains that "first principles" is "a physics way of looking at the world. . . . " According to GROK, that means Elon disregards "that's how it's always been done" thinking. GROK is an LLM, Large Language Model, owned by xAI ( X.AI ), a Musk business that was acquired by SpaceX (SPACE). David, Michael and I are sooo excited about Baron's first ACTIVE ETF, Baron First Principles ETF that the three of us manage. We are also excited about the five other Baron Active ETFs. Baron's "moat" is our Firm's 44-year, exceptional track record. Since their respective inceptions as mutual funds, 15 funds, representing 96.2% of Baron Funds' AUM have outperformed their benchmarks and 13 Funds, representing 95.4% of Baron Funds' AUM, rank in the top 20% of their respective Morningstar ( MORN ) categories. Six funds, representing 53.9% of Baron Funds' AUM, rank in the top 5% of thei...
Blockchain.com Group Holdings Inc. , one of the oldest crypto exchanges, has filed confidentially with the US Securities and Exchange Commission for an initial public offering, joining the spate of digital asset companies seeking to go public amid one of the most turbulent periods for the sector. The number of shares to be offered and the price range haven’t yet been determined, the Dallas-based c...
Blockchain.com Group Holdings Inc. , one of the oldest crypto exchanges, has filed confidentially with the US Securities and Exchange Commission for an initial public offering, joining the spate of digital asset companies seeking to go public amid one of the most turbulent periods for the sector. The number of shares to be offered and the price range haven’t yet been determined, the Dallas-based company said Thursday in a press release about its draft registration statement, known as an S-1 form. The IPO will be subject to market and other conditions, and the completion of the SEC’s review. Blockchain.com expects to go public this year, according to a person familiar with the matter who asked for anonymity because the plans haven’t yet been made public. The firm employs 500 people and has been profitable on an adjusted basis for three years, the person said. Last year, Bullish and the Winklevoss brothers’ Gemini Space Station Inc. were among the digital asset platforms to go public, capitalizing on the exuberance that swept through the sector after the return of a now crypto-friendly Trump administration. Kraken parent Payward Inc. filed confidentially to for an IPO last year. After reaching all-time highs, token prices tumbled at the end of last year, prompting exchanges such as Gemini to fire staff to help reduce costs after trading volumes sank. In 2023, Blockchain.com raised $110 million led by UK-based Kingsway Capital. The Series E strategic financing left the company valued at less than half its $14 billion valuation in the spring of 2022. The company initially considered going public as soon as 2022, Bloomberg reported earlier. Blockchain.com was founded in 2011 by three members of the first Bitcoin online forum, BitcoinTalk.org. They initially tracked activity on the Bitcoin blockchain, and then built a wallet and an exchange. The company, which now offers a slew of other services for institutions, said it supports more than 95 million wallets and has more ...
Nvidia (NASDAQ: NVDA) still looks like one of the strongest ways to invest in AI infrastructure, even after delivering explosive growth. Nebius (NASDAQ: NBIS) may offer major upside if everything goes right, but Nvidia's scale, cash flow, and ecosystem position make the risk-reward comparison far more complicated. Stock prices used were the market prices of May 15, 2026. The video was published on...
Nvidia (NASDAQ: NVDA) still looks like one of the strongest ways to invest in AI infrastructure, even after delivering explosive growth. Nebius (NASDAQ: NBIS) may offer major upside if everything goes right, but Nvidia's scale, cash flow, and ecosystem position make the risk-reward comparison far more complicated. Stock prices used were the market prices of May 15, 2026. The video was published on May 19, 2026. Continue reading
Key Points Eli Lilly dominates the weight loss drug market and competes with fellow pharma giant Novo Nordisk. Viking is studying promising weight loss candidates in late-stage trials. 10 stocks we like better than Viking Therapeutics › Eli Lilly (NYSE: LLY) wasn't the first to conquer the weight loss drug market. Novo Nordisk started the ball rolling back in 2017, when it won approval for its GLP...
Key Points Eli Lilly dominates the weight loss drug market and competes with fellow pharma giant Novo Nordisk. Viking is studying promising weight loss candidates in late-stage trials. 10 stocks we like better than Viking Therapeutics › Eli Lilly (NYSE: LLY) wasn't the first to conquer the weight loss drug market. Novo Nordisk started the ball rolling back in 2017, when it won approval for its GLP-1 drug, Ozempic. Though Ozempic gained approval for type 2 diabetes, doctors prescribed it off-label for weight loss, and Novo soon achieved a regulatory nod for the drug under the brand name of Wegovy, specifically for weight loss. Though Novo continues as a giant in this market, over the past year, newer entrant Lilly has slipped into the top spot. Lilly now holds 60% of the U.S. GLP-1 weight loss drug market. But remaining the leader isn't a sure thing, as other healthcare companies, from biotechs to pharma giants, are working to enter this valuable market and potentially dominate it. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » With this in mind, could Viking Therapeutics (NASDAQ: VKTX) be the next Eli Lilly? Let's find out. Injectable and oral weight loss candidates So first, let's consider Viking's story so far. The company is working on a dual GLP-1/GIP receptor agonist in injectable and oral formats. Injectable VK2735 is involved in a phase 3 trial right now, and the oral VK2735 is set to enter phase 3 in the fourth quarter of this year. These candidates work similarly to Lilly's injectable weight loss drugs, which are also dual GLP-1/GIP products, as they interact with two hormonal pathways involved in the digestive process -- they control things like appetite and blood sugar levels. (Novo's GLP-1 drugs stimulate one hormonal pathway, but operate in about the same way.) Individuals aiming to ...
Investors in Amkor Technology, Inc. AMKR need to pay close attention to the stock based on moves in the options market lately. That is because the June 18, 2026 $24.00 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatilit...
Investors in Amkor Technology, Inc. AMKR need to pay close attention to the stock based on moves in the options market lately. That is because the June 18, 2026 $24.00 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy. What do the Analysts Think? Clearly, options traders are pricing in a big move for Amkor Technology, but what is the fundamental picture for the company? Currently, Amkor Technology is a Zacks Rank #3 (Hold) in the Electronics - Semiconductors industry that ranks in the Top 18% of our Zacks Industry Rank. Over the last 60 days, two analysts have increased their earnings estimate for the current quarter, while none have dropped their estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from 28 cents per share to 47 cents in that period. Given the way analysts feel about Amkor Technology right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected. Looking to Trade Options? Check out the simple yet high-powered approach that Zacks Executive VP Kevin Matras has used to close recent double and triple-digit winners. In addition to impressive profit potential, these trades can actually reduce your risk. Want the latest recommendation...