Earnings Call Insights: Carlyle Credit Income Fund (CCIF) Q2 2026 Management View “CLO equity market continued to face pressure during the quarter due to a combination of a repricing wave in January, which led to further declines in the average spreads, weakness in certain software-related loans due to concerns regarding AI disintermediation and volatility from the conflict in the Middle East,” said Quote (MD & Portfolio Manager Nishil Mehta), adding that “underlying credit fundamentals remained broadly stable during the quarter.” Quote (MD & Portfolio Manager Mehta) said CCIF “maintained our monthly dividend of $0.06 per share ... which is now declared through August 2026,” and reported that “CCIF's underlying CLO investments generated an annualized cash-on-cash yield of 20.11% for the quarter,” driving “$0.29 of core net investment income for the quarter at the fund level,” with “dividend coverage of 161%.” Quote (MD & Portfolio Manager Mehta) said portfolio actions included “New CLO investments during the quarter totaled $1.5 million,” and “Total sales proceeds during the quarter totaled $21.7 million as we used the proceeds to redeem $20 million of the 7.5% Series C convertible preferred shares in cash to reduce leverage.” Quote (Principal Nelson Joseph) provided the quarter’s earnings snapshot: “Total investment income for the second quarter was $5.5 million or $0.26 per share... Total net investment income for the second quarter was $1.9 million or $0.09 per share... Adjusted net investment income for the second quarter was $2.4 million or $0.11 per share,” and “Net asset value as of March 31 was $3.34 per share.” Outlook Quote (MD & Portfolio Manager Mehta) tied forward performance to spread dynamics and refinancing: “Any normalization in loan spreads or increase in loan spreads could improve excess spread generation over time,” and with “approximately 17% of the loan market maturing by the end of 2028, we expect heightened refinancing activity, which could a...

Evaluating Whether Amazon.com (AMZN) Still Looks Undervalued After Recent Share Price Strength simplywall.st

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Nvidia earnings could determine whether the chip rally still has room to run, or reignite fears of a bubble. Goldman Sachs may take the leading role in SpaceX's mega IPO. Target tempers expectations after posting its biggest sales gain in four years. HSBC Chief Multi Asset Strategist Max Kettner, Citi US Equity Strategist Scott Chronert, FTSE Russell Head of Global Investment Research Indrani De and Goldman Sachs Semiconductor Research Analyst Jim Schneider discuss market expectations ahead of Nvidia’s highly anticipated results. Plus, Hasbro CEO Chris Cocks responds to investor concerns about the company’s exposure to petroleum-intensive products, saying the impact remains relatively limited. (Source: Bloomberg)

George Chan/Getty Images News Is Reddit ( RDDT ) a winner or loser from AI? The market appears to be having difficulties answering that question. Management has signaled that they intend to invest in their feed, which I am optimistic may lead to strong returns down the line, similar to what has been seen at larger peers. The company is solidly GAAP profitable and maintains a net cash balance sheet. I reiterate my "B uy" rating for the stock. RDDT Stock Price I last covered RDDT in February , where I upgraded the stock to a "B uy" rating due to the ongoing volatility in internet and software stocks. The stock has underperformed the S&P 500 by around 8 percentage points since. Data by YCharts While the potential for tough comparables looms large, I still expect solid returns over longer time horizons. RDDT Stock Key Metrics RDDT is a social media company, which I view as feeling more like a modernized forum or a more organized version of Facebook ( META ) groups. That small distinction has been enough to make it a leading social media platform with a loyal user base. Since going public, the company has shown a strong ability to monetize its platform. In the most recent quarter, the company generated 69% YoY revenue growth to $663 million, crushing guidance of between $595 million and $605 million. The company was also highly profitable, generating an astounding 30.8% GAAP net margin. 2026 Q1 Shareholder Letter Like META, the company drove much of that growth by increasing the monetization of its existing user base, with the average revenue per unique user (‘ARPU’) jumping 44% YoY. 2026 Q1 Shareholder Letter The company also generated solid growth in active uniques, though I note that U.S. DAUq grew by just 7% YoY, a critical metric given that these carry higher ARPU. 2026 Q1 Shareholder Letter RDDT ended the quarter with $2.8 billion of cash and investments versus no corporate debt. Looking ahead, management guided the company to see up to $725 million in revenue, rep...

Trump Admin Announces Criminal Charges Against Raul Castro Update (1300ET): As we wrote earlier in anticipation, the US sought to unseal an indictment against former Cuban President Raúl Castro , sharply escalating a standoff with Havana as the Trump administration attempts to force change on the island after nearly seven decades of communist rule. The charges are related to the shooting of two humanitarian planes in 1996 . The Department of Justice asked to unseal the indictment against Castro and five other people in a filing in federal court in Florida on Wednesday. The indictment charges Castro with seven counts including conspiracy to kill U.S. nationals, destruction of aircraft and murder for each of the four passengers aboard the planes being flown by Brothers to the Rescue, a group that conducted rescue missions for Cuban exiles who sought to flee the country. For 30 years, Cuban exiles in America and their representatives in Congress such Rep. Carlos Gimenez, R-Fla., pressured the DOJ to bring charges against the 94-year-old Ruz, his late brother Fidel, and others in connection with the Cuban MiG fighter jets shooting down the BTTR civilian planes when they were outside Cuban airspace and flying back toward Florida. A number of Republican members of Congress on Wednesday morning held a press conference condemning the Communist Cuban regime and Ruz and saying they expected him to be charged. The indictment against Ruz was unsealed later in the day. * * * As American Greatness detailed earlier, the Trump administration is preparing to escalate pressure on Cuba’s communist regime by pursuing criminal charges against former Cuban leader Raúl Castro over the 1996 shootdown of civilian aircraft operated by a Miami-based exile group. According to reports, the charges are expected to be announced Wednesday and would center on the incident in which Cuban fighter jets destroyed two planes flown by Brothers to the Rescue, killing all four men aboard. The US Department...

On Wednesday morning, Jeff Bezos said in an interview on CNBC that Americans earning in the bottom half of incomes should not pay taxes. “Why is a nurse in Queens who makes $75,000 a year paying more than $1,000 a month in taxes?” Bezos said. “That’s $1,000 that could help with rent, or groceries, or anything… To me, it’s kind of absurd that we’re doing this. We shouldn’t be asking this nurse in Queens to send money to Washington. They should be sending her an apology.” Jeff Bezos said the bottom half of Americans should pay zero federal income tax. He cited a nurse in Queens making ~$75K and paying ~$12K in taxes saying “we shouldn’t be asking this nurse in Queens to send money to Washington.” pic.twitter.com/8KSgrO5TnE — Shay Boloor (@StockSavvyShay) May 20, 2026 Bezos argues that the lower half of earners only pay 3% of total taxes, so people like that nurse are struggling to make ends meet while devoting about 16% of their salary (per Bezos’ estimation) to pay taxes that barely move the needle in Washington. This moment of empathy may be surprising coming from Bezos, one of the wealthiest people in the world. Billionaires like Bezos have taken advantage of holes in the tax system so that they pay income tax on just a small percentage of their annual gains. In 2007 and 2011, Bezos didn’t pay income tax at all. According to a ProPublica investigation, Bezos’ wealth increased $127 billion from 2006 to 2018, but he reported $6.5 billion in income. While this amounted to a huge $1.4 billion tax payment, this represented a tax rate of only about 1 percent. This isn’t illegal. Americans are not taxed on unrealized capital gains, meaning that if Amazon’s stock balloons to make Bezos even more wealthy, he will only pay taxes once he sells that stock. The ultra-wealthy do whatever they can to hold onto their investments. Instead, they take out massive loans using their stock as collateral, live off of those loans, and avoid paying taxes on them, since those loans are tech...

Chip stocks' recent stumble is giving short sellers a reason to stick with bearish wagers after spending much of the past year getting steamrolled by the artificial intelligence-fueled rally. Despite a pullback across semiconductor shares in recent sessions, traders betting against some of the industry's biggest names have shown little sign of retreating. Instead, short interest in stocks including Micron and Qualcomm remains near multiyear highs, suggesting some investors see the latest weakness as the beginning of a more meaningful crack in one of Wall Street's hottest trades. The positioning is especially notable with investors now heading into earnings from Nvidia on Wednesday after the bell — a report that has repeatedly acted as a market-moving catalyst for the broader AI ecosystem. Bears are maintaining positions despite the risk that another upbeat outlook from Nvidia could reignite momentum across semiconductor shares. Qualcomm has become one of the most heavily shorted names in the space. Short interest recently reached roughly $11.8 billion on a notional basis, hitting the highest level in at least a decade, according to data from S3 Partners. The previous major buildup occurred in 2018, when bearish bets approached $10 billion as investors positioned around the company's ultimately abandoned acquisition of NXP Semiconductors . Even after recent share declines, short sellers have largely held their ground. Since Qualcomm's short position peaked in notional terms on May 12, the number of shares sold short has edged higher while the stock price has retreated, S3 data showed. QCOM YTD mountain Qualcomm year to date Micron is showing a similar pattern. Short interest remains just below a 52-week high, while bearish positioning in Nvidia and Intel also remains elevated relative to the start of the year despite easing from recent peaks. "There hasn't been capitulation on the short side," said Ihor Dusaniwsky, managing director of predictive analytics at S3 Part...

Erik Isakson/DigitalVision via Getty Images By Nick Niziolek, CFA Where US AI spending actually lands We believe: The impact of the US capex boom provides another proof point that a “Great Global Rebalancing” is underway, supporting international equity market outperformance and significant opportunities for many non-US companies at the forefront of AI growth themes. Chip manufacturers in emerging Asia, Japan-based companies in optical networking, and European industrial companies are riding powerful US-driven demand curves. The narrative around the AI capital spending cycle has been almost entirely a US story: Capex for the top five US hyperscalers is on track to exceed $750 billion in 2026, S&P 500 profit margins are at record highs, and the bulk of investor attention has been focused on a handful of US mega-caps. 1 However, these US-centric headlines could easily lead investors to overlook a key point: international companies could well be the biggest beneficiaries of US AI spending. In fact, we believe that the US capex boom supports our thesis that a Great Global Rebalancing is gaining traction, with a long runway ahead. A recent paper from Gavekal Research, “Navigating the AI Bubble: An Update,” provides plenty of ammunition for our outlook. Gavekal’s Will Denyer notes that US capital spending on computers and peripherals just hit a share of nominal GDP higher than the late 1990s peak, but that almost none of it is produced in the US. 2 As Gavekal shows (Figure 1), capex on computing equipment (the gray line) is at all-time highs. But once you net out imports, US-produced capex (the red line) is roughly flat to slightly negative. Net exports (the blue line) have fallen to a record low of -1.29% of GDP. Every additional dollar spent in the US on GPUs, servers, networking, and cooling is, on the margin, a dollar of revenue for a foreign supplier. 2 We believe this is one of the most important structural reasons select international companies have outperformed so...

Galeanu Mihai/iStock via Getty Images Antonio De Pinho - So the world is talking about the conflict in the Strait of Hormuz, but it's really not about that. We do believe it's about three overlapping, shockwaves that the world is feeling right now. One, Russia-Ukraine war that stopped preventing heavy barrels and refining feedstocks from flowing to the West, Europe and the US, and that redirected those flows into the East, China, Asia and other markets in Asia. Certainly, the Strait of Hormuz incredible short shockwave that the world never thought could happen. And that supply shock took even more medium sour barrels out of the market, much more impactful, five, six times more impactful than the Russian supply shock. And the third one is the fact that China stopped exporting important commodities and products into the Asian markets. And now Asia is starving for jet fuel, diesel and others. So the importance of these three shocks is not one; it's just not the Strait, but the overlap of the three of them together that is creating the impact on the commodity markets that we're seeing today, and that we certainly believe it's here to stay for much longer because these three shocks will stay for a while, they won't go away in days or weeks. There is not a circuit breaker here. There is not a switch we can click on and turn it on and go and pull some barrels out of other parts of the world, Russian barrels have been sanctioned. So, the West part of the world did stop having access to those barrels. And those barrels start flowing east, primarily into China, India, and other parts of Asia. And now on top of that, we have the conflict in the Gulf, and most of the barrels there are primarily medium sour barrels. And both the Russian heavies and the Middle East medium sours are very important barrels for the refineries globally. The world doesn't have enough of these medium-sour to heavy barrels now. And the refineries have been upgrading and spending vast amounts of capital ...

OpenAI按超过1万亿美元估值的预期筹备IPO 2026-05-21 01:09:44 来源： 同花顺7x24快讯 分享 据报道，OpenAI按超过1万亿美元估值的预期筹备IPO。

(RTTNews) - European stocks closed higher on Wednesday as hopes of a potential U.S.-Iran peace deal helped offset concerns about economic growth and prompted investors to indulge in some buying. Data showing a bigger than expected drop in UK inflation contributed as well to the positive sentiment. U.S. President Donald Trump claimed on Tuesday that the U.S. war with Iran will end "very quickly." "We're going to end that war very quickly," Trump told lawmakers gathered at the White House for the annual congressional picnic. "They want to make a deal so badly. It's going to happen, and it's going to happen fast. And you're going to see oil prices plummet. US Vice President JD Vance said both sides had already made "a lot of progress" in negotiations, although he added that Iran's exact negotiating position remained unclear. The pan European Stoxx 600 climbed 1.46%. The UK's FTSE 100 gained 0.99%, Germany's DAX settled with a gain of 1.38% and France's CAC 40 jumped 1.7%. Switzerland's SMI ended 0.26% up. Among other markets in Europe, Austria, Belgium, Czech Republic, Denmark, Finland, Greece, Ireland, Netherlands, Poland, Portugal, Spain and Sweden closed with sharp to moderate gains. Iceland and Russia closed weak, while Norway and Türkiye ended flat. In the UK market, Marks & Spencer surged 6.7% after reporting a rebound in second-half profits. Babcock International, Rolls-Royce Holdings, Antofagasta, IAG, Melrose Industries, St. James's Place, Fresnillo and Weir Group gained 4%-5.3%. Shares of water utility Severn Trent gained after upgrading its adjusted earnings forecast for 2026 after reporting robust financial results for the second half of the year. Lloyds Banking Group, Barclays, IG Group Holdings, Land Securities Group, ICG, Polar Capital Technology Trust, Persimmon and Barratt Redrow also moved up sharply. Experian shed nearly 3%. The credit and data analytics firm slid despite reporting record annual results and announcing a fresh $1 billion share buyback...

The United States has issued a federal criminal indictment against Raúl Castro, Cuba’s former president, on Wednesday, and five others in a significant escalation of the Trump administration’s campaign to oust the country’s six-decades-old communist regime. The 94-year-old political figurehead was charged in Miami, Florida, with conspiracy to kill US nationals, four counts of murder and two counts of destruction of aircraft, according to court filings obtained by CBS. Other defendants are a fighter pilot who was initially charged in connection with a 1996 incident in which four men were killed by the Cuban military when their aircraft were shot down during a humanitarian mission in the Florida Straits. Castro is alleged to have given the order to open fire. The indictment comes at a time of heightened tension between the US and Cuba, with Donald Trump threatening military action against the Cuban government, and an energy crisis created by a tight US oil embargo causing rolling blackouts and prompting protests in the capital. Miami’s Freedom Tower, where more than half a million Cuban refugees were processed as immigrants between 1962 and 1974 after fleeing Fidel Castro’s 1959 revolution, provided a symbolic backdrop for the announcement. Raúl Castro allegedly authorized the 24 February 1996 shooting down of two small planes belonging to the Miami-based Brothers to the Rescue volunteer group of exiles, which would scour the 90 miles of water between Cuba and the Florida Keys for refugees. Four men, Armando Alejandre Jr, Carlos Costa, Mario de la Peña and Pablo Morales, died after their Cessnas were hit by missiles fired from MiG fighter jets from the Cuban air force. Raúl Castro stepped down as president in 2018, and resigned as secretary of Cuba’s communist party three years later, but remains one of the most powerful figures in Cuban politics. Fidel Castro died in 2016 at the age of 90. It is uncertain if he will ever face a US court to answer the charges. Also on...

Despite shortening attention spans, people are “still reading novels”, said the writer Elif Shafak at a panel event on the Guardian’s list of the 100 best novels ever published in English, which was unveiled last week. “The faster this world spins, the deeper our need to slow down,” she continued. “We are so tired of this rush, of this bombardment of information.” The Guardian’s landmark poll – which saw more than 170 authors, critics and academics vote on the best novels of all time – aimed to find “novels that will speak to new readers” amid the reading crisis, said Guardian editor Katharine Viner. Shafak was joined by the writers Kate Mosse, Blake Morrison and Guy Gunaratne at an event at Conway Hall in London, chaired by Guardian chief books writer Lisa Allardice. Part of the decline in reading for pleasure comes down to “snobbery” around the genres and formats books are consumed in, said Mosse, who co-founded the Women’s prizes. For some, “listening to the story might be more powerful – it’s actually going back to the much older way of storytelling. For other people, they would read on a device. We shouldn’t be judging how people choose to read, or the books they choose to read.” The Guardian’s list was topped by Middlemarch, and while it featured many 19th and 20th-century classics, newer novels including The Vegetarian by Han Kang, Wolf Hall by Hilary Mantel and My Brilliant Friend by Elena Ferrante also made the cut. Asked why older titles are finding popularity among young people, Mosse said that such books “contain a wisdom that is not about the endless revolving door that we live in now”. “This is a time of transition and it’s a very bewildering moment,” said Shafak. “We’re dealing with so many crises. I don’t think it’s a coincidence that we’re focusing more on 19th-century literature unknowingly. Most of the problems that we are dealing with today are actually still the repercussions, the ramifications of the 19th century.” Middlemarch, which is set bet...

What Happened? A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains. These events highlighted significant supply-chain risks, triggering a sharp reversal across the chip industry. Adding to the sector's weakness were rising valuation concerns, inflation fears, and broader market jitters that led to renewed selling pressure on major companies like NVIDIA, Intel, and Micron Technology. Furthermore, ongoing supply constraints for rare earth materials, which are used in semiconductor manufacturing, reportedly caused delays and higher input costs for firms in the sector, compounding the negative sentiment for chip-related stocks. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Semiconductor Manufacturing company Lam Research (NASDAQ:LRCX) fell 3%. Is now the time to buy Lam Research? Access our full analysis report here, it’s free. Semiconductor Manufacturing company KLA Corporation (NASDAQ:KLAC) fell 3.4%. Is now the time to buy KLA Corporation? Access our full analysis report here, it’s free. Zooming In On KLA Corporation (KLAC) KLA Corporation’s shares are quite volatile and have had 19 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 3 days ago when the stock dropped 3.2% after that the U.S.-China summit concluded without any significant breakthroughs on semiconductor sales to the country. Expectations had been building for a potential deal, particularly regarding Washington's authorization for Nvidia to export its H200 chips to China. However, the summit ...

Hailshadow/iStock via Getty Images Dyne Therapeutics ( DYN ) traded higher on Wednesday after the company announced the launch of a late-stage trial to evaluate zeleciment rostudirsen (z-rostudirsen/DYNE-251), its experimental therapy for Duchenne muscular dystrophy, a rare neuromuscular disease. The Waltham, Massachusetts-based biotech said that the first trial site is open for enrollment in its Phase 3 FORZETTO study, which is expected to target roughly 90 ambulatory male patients with DMD aged 4 to 18 years who are amenable to exon 51 skipping. Z-rostudirsen has already reached the primary endpoint in a registrational expansion cohort of the company’s global Phase 1/2 DELIVER clinical trial for the intravenous therapy in DMD. Dyne ( DYN ) said that it has designed the global study as a placebo-controlled trial that could serve as a confirmatory trial in its efforts to secure FDA accelerated approval for z-rosturdisen. More on Dyne Therapeutics Dyne Therapeutics, Inc. (DYN) Presents at TD Cowen 46th Annual Health Care Conference Prepared Remarks Transcript Dyne Therapeutics: Strong DELIVER Data Strengthens The Bull Case Dyne Therapeutics GAAP EPS of -$0.73 beats by $0.04 Dyne Therapeutics GAAP EPS of -$0.76 beats by $0.02 Seeking Alpha’s Quant Rating on Dyne Therapeutics

(RTTNews) - The Treasury Department announced the results of this month's auction of $15 billion worth of twenty-year bonds on Wednesday, revealing the sale attracted below average demand. The twenty-year bond auction drew a high yield of 3.977 percent and a bid-to-cover ratio of 2.54. Last month, the Treasury sold $12 billion worth of twenty-year bonds, drawing a high yield of 3.678 percent and a bid-to-cover ratio of 2.83. The bid-to-cover ratio is a measure of demand that indicates the amount of bids for each dollar worth of securities being sold. The ten previous twenty-year bond auctions had an average bid-to-cover ratio of 2.62. On Thursday, the Treasury is due to announce the details of this month's auction of two-year, five-year and seven-year notes. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Exclusive: Intuit to cut 17% of global jobs to streamline operations, memo shows Reuters

Shares of Perion Network (NASDAQ: PERI) were moving lower today for the second day in a row after the adtech company reported first-quarter earnings Wednesday morning that initially pleased the market but reversed later in the session. On Thursday, that slide continued as investors had more time to assess the state of the business after Microsoft slashed its payments to ad partners like Perion, causing the stock to plunge by roughly 40% in early April. Today, Perion stock was down 3% as of 12:04 p.m. ET after slipping 0.5% yesterday. Perion has a long road back First-quarter results weren't directly affected by the Microsoft change, as that happened after the quarter ended. Perion said revenue in the quarter rose 9% to $157.8, which was slightly better than the consensus at $156.8 million. However, all of the company's growth came from its search advertising segment, which is closely connected to Microsoft Bing. Search revenue was up 26% to $82 million, while ad solutions revenue, its other segment, fell 5% to $75.8 million. Within the ad solutions segment, the company saw strong growth in retail media, which was up 134% to $14.9 million, and connected TV (CTV), which jumped 108% to $8.2 million. It continued to experience weakness in video revenue, which was down 52% to $16.7 million and explains the decline in ad solutions revenue. Revenue excluding traffic acquisition costs fell 8% to $60.2 million, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) tumbled 35% to $20.3 million. Adjusted earnings per share declined 27% to $0.44 but was still ahead of the consensus at $0.22. CEO Tal Jacobson said, "Perion is a resilient and agile company, and we are confident in our strategic positioning to overcome challenges, including recent changes in advertising pricing and mechanisms introduced by Microsoft Bing." Can Perion bounce back? Looking ahead, the company maintained its dialed-down guidance for the year, forecasting revenue growth ...

Being assertive and sounding confident is always a good start. No leader of the opposition is going to get far without those qualities. And Kemi Badenoch certainly manages that. But winning at prime minister’s questions requires something more basic than that. Something fundamental. A very basic understanding of the facts. Not just reading a headline in the papers and a few posts on social media. Not just listening to a junior minister sound a bit confused on the Today programme. You need to put in the hard yards. Or at least do some very elementary research. Otherwise you risk coming badly unstuck. And on Wednesday, Kemi did just that. Exposing herself as lazy and shallow. So much so, that she didn’t even realise she had just made a fool of herself. But then, neither did any of her MPs. For reasons that aren’t entirely clear, Kemi remains the party darling. The most popular member of the shadow cabinet by a long way. There again, most of the rest of her team are deadbeats. So maybe she really is the best the Tories have to offer. Maybe they like a leader who responds to the loss of more than 500 councillors by insisting the Tories have suffered no losses. The councillors have just been mislaid. Lost down the back of the sofa. For Kemi, all preparation is time wasted. Time that could have been better spent picking a fight with someone. So she started with the absurd line that Labour not increasing fuel duty in the autumn was another U-turn. One that had been achieved only through her campaigning. The reality was that the fuel duty increase was never going to be implemented. Just as it hasn’t been for the past 15 years. And the 5p cut has been maintained since 2022. The Tory leader thought she had delivered a killer line. The reality was that she had just made herself look a bit stupid, trying to con the public that they hadn’t really understood the situation. But that was only the start. If all Kemi had done was to try to claim the credit for something she hadn’t do...

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Tesla’s Texas Solar Megaplant Puts Energy Growth In Investor Focus Yahoo Finance

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tesla has begun full scale construction of a large solar panel manufacturing facility in Brookshire, Texas. The plant is being built alongside its Megapack Megafactory and is targeting 100 GW in annual solar capacity. This marks Tesla's largest push so far into vertically integrated solar and a material expansion of its energy business. Tesla, listed as NasdaqGS:TSLA, is pushing further into the energy segment at a time when the stock has seen mixed recent performance. Shares last closed at $404.11, with the stock up 17.5% over the past year and roughly doubling over the past 5 years. Over shorter periods, the share price is down 6.8% over the past week and down 7.8% year to date, while roughly flat over the past month, up 0.9%. This new Brookshire buildout positions Tesla to expand activity beyond electric vehicles and batteries into a larger role in solar and grid infrastructure. For investors, the project highlights how future company updates may increasingly center on energy and manufacturing capacity, not just vehicle programs. Stay updated on the most important news stories for Tesla by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Tesla. NasdaqGS:TSLA Earnings & Revenue Growth as at May 2026 We've flagged 2 risks for Tesla. See which could impact your investment. Investor Checklist: What This Solar Push Means For Tesla Quick Assessment ⚖️ Price vs Analyst Target : Tesla trades at US$404.11 versus a consensus target of about US$411.89, which is within 2% of the target range. ❌ Simply Wall St Valuation : Shares are flagged as trading at about 346.6% above the estimated fair value. ✅ Recent Momentum: The stock is up 0.9% over the last 30 days. There is only one way to know the right time to buy, sell or hold Tesla. Head to the Si...

Oracle Corporation (NYSE:ORCL), featuring a short float of 1.83% and upside potential of 21.40%, earns a spot on our list of the best cloud stocks to buy as Azure growth hits 40%. Wedbush Remains Bullish On Oracle (ORCL), Says Investors Are Overlooking Demand Visibility Analysts appear convinced that the market is misreading the company’s AI infrastructure story. On May 13, 2026, Wedbush raised its price target on Oracle Corporation (NYSE:ORCL) to $275 from $225, keeping an “Outperform” rating, and said its confidence in Oracle’s strategic positioning within the AI infrastructure landscape had grown following recent checks. The firm’s core argument is that investors are fixating on the optics of Oracle’s heavy, contract-backed capital spending cycle while underweighting the demand visibility sitting behind it. Wedbush added that its comfort with Oracle’s relationship with OpenAI is increasing and that fears surrounding the broader data center story remain overdone. A day earlier, on May 12, 2026, Oppenheimer’s Brian Schwartz raised the firm’s price target to $235 from $210, also kept an “Outperform” rating, and reiterated Oracle Corporation (NYSE:ORCL) as the firm’s top pick. Schwartz pointed to strong technology infrastructure spending visible in the recent quarterly results of Oracle’s largest customers, partners, and suppliers, along with a significant restructuring announced on March 31, as reasons to expect upside in Oracle’s fourth-quarter 2026 results. The firm also sees solid bookings growth ahead from OpenAI, Meta, Nvidia, federal government commitments, and Microsoft outsourcing lower-margin training workloads to Oracle Corporation (NYSE:ORCL). That optimism follows a solid foundation laid in the latest quarter. In March 2026, Oracle Corporation (NYSE:ORCL) reported third-quarter remaining performance obligations of $553 billion, up 325% year-over-year and ahead of estimates, reflecting the scale of AI contracts the company has secured. Oracle Corporation ...

Wedbush Remains Bullish On Oracle (ORCL), Says Investors Are Overlooking Demand Visibility Yahoo Finance

With a short float of 1.08% and upside potential of 36.80%, Microsoft Corporation (NASDAQ:MSFT) earns a place on our list of the best cloud stocks to buy as Azure growth hits 40%. Wedbush Views Microsoft (MSFT)’s Restructured OpenAI Partnership As Net Positive Rather Than Strategic Failure RoSonic/Shutterstock.com Microsoft Corporation (NASDAQ:MSFT)’s restructured OpenAI partnership raised concern among investors, with the stock down roughly 15% so far this year. However, not everyone saw the restructuring through a bearish lens. On May 13, 2026, Wedbush analyst Daniel Ives stood behind Microsoft Corporation (NASDAQ:MSFT) with an “Outperform” rating and a $575 price target, viewing the revised deal as a net positive rather than the strategic failure the market appears to be treating it as. Under the restructuring, OpenAI’s revenue share to Microsoft Corporation (NASDAQ:MSFT) is now capped at $38 billion through 2030, a reduction from the previous arrangement. However, the removal of OpenAI’s prior option to defer payments to 2032 means Microsoft actually receives more in the near term, approximately $6 billion this year, versus the $4 billion previously expected. The analyst cited other key tailwinds: IP rights to OpenAI’s models are locked in through 2032, Microsoft Corporation (NASDAQ:MSFT) stays on as OpenAI’s primary cloud provider, the equity stake survives into what could be a significant IPO, and the revenue-sharing requirement on Azure sales of OpenAI models is dropped entirely. Bill Ackman read the situation similarly, stating: “We view Microsoft’s recent decision to restructure its OpenAI partnership not as a concession but as part of a deliberate pivot toward a more open, multi-model architecture that better serves ‌enterprise customers.” The underlying business momentum reinforced both views. On April 29, 2026, Microsoft Corporation (NASDAQ:MSFT) reported fiscal third-quarter 2026 revenue of $82.9 billion, up 18% year-over-year, with Azure and cloud serv...

Wedbush Views Microsoft (MSFT)’s Restructured OpenAI Partnership As Net Positive Rather Than Strategic Failure Yahoo Finance

Is Amazon.com (AMZN) One Of The Best Cloud Stocks To Buy As Azure Growth Hits 40%? Yahoo Finance