Wealth management's leading AI-powered organic growth engine eliminates data fragmentation across the three CRMs most widely used by advisory firms — meeting advisors inside the systems they already trust. PHOENIX, May 20, 2026 /PRNewswire/ -- VastAdvisor, the AI-powered organic growth engine built for wealth management advisors, today announced its native integrations with three leading CRMs – Salesforce Financial Services Cloud, Microsoft Dynamics 365, and HubSpot. These connectors remove the data friction that has forced advisory teams to work across disconnected systems, and thanks to these integrations deliver VastAdvisor's growth intelligence directly inside the CRM environments firms already operate in. VastAdvisor Logo (PRNewsfoto/VastAdvisor LLC) CRM fragmentation is one of the most persistent operational drains in wealth management. Advisor teams maintain client records in their CRM, prospect pipelines in a separate tool, and engagement history scattered across email and point solutions — with no single source of truth. The result is hours of manual reconciliation each week, duplicated outreach, and strategic decisions made on incomplete data. VastAdvisor was built to change that equation, and these partnerships add the integration layer. CRM INTEGRATIONS The three new connectors bring VastAdvisor's advisor intelligence layer directly into the CRM environments firms already operate. Rather than asking teams to migrate data or change workflows, VastAdvisor meets advisors where they work: Salesforce Financial Services Cloud. Bi-directional sync of contact records, opportunity stages, and activity history. Advisors working in Salesforce surface VastAdvisor insights directly within their existing FSC workflows, without switching context. Microsoft Dynamics 365. Seamless data exchange with Dynamics Sales and Dynamics Customer Insights, enabling enterprise advisory teams to align CRM records with VastAdvisor's relationship intelligence and pipeline analytics in ...

QUALCOMM Incorporated shares recently came under pressure after a sector-wide selloff hit semiconductor valuations, even as the wireless chip specialist continues to benefit from AI and premium smartphones. What is driving the latest move in QCOM? Shares of QUALCOMM Incorporated have seen renewed volatility in recent sessions. On May 19, 2026, the stock fell about 3.9% to close at 195.61 USD on Nasdaq, according to an analysis by GuruFocus that also classified the shares as "modestly overvalued" versus an estimated GF Value of 176.60 USDGuruFocus as of 05/19/2026. The move came in the context of a broader semiconductor selloff, with some investors taking profits after a strong AI-driven rally in chip names, as reported by sector coverage that highlighted valuation concerns across the groupStockStory as of 05/19/2026. As of: 20.05.2026 By the editorial team – specialized in equity coverage. At a glance Name: Qualcomm Qualcomm Sector/industry: Semiconductors, wireless communications Semiconductors, wireless communications Headquarters/country: San Diego, United States San Diego, United States Core markets: Smartphone chipsets, connectivity, automotive, IoT Smartphone chipsets, connectivity, automotive, IoT Key revenue drivers: Mobile chipsets, licensing of wireless patents Mobile chipsets, licensing of wireless patents Home exchange/listing venue: Nasdaq (ticker: QCOM) Nasdaq (ticker: QCOM) Trading currency: USD QUALCOMM Incorporated: core business model QUALCOMM Incorporated is best known as a leading designer of wireless chipsets and related technologies that power smartphones, connected devices and infrastructure. The company develops system-on-chips for premium and mid-range handsets, alongside modems that support 4G, 5G and emerging wireless standards across global networks. Beyond hardware, QUALCOMM operates a sizable licensing business built on its portfolio of standard-essential patents in mobile communications. Handset makers and other device manufacturers pa...

Let's be honest. None of the Magnificent Seven stocks are "cheap." However, as I discuss in this short video, Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) looks attractive right now from a long-term perspective. *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 Alphabet right now? Before you buy stock in Alphabet, 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 Alphabet 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 20, 2026. Matt Frankel, CFP has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet. 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 supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions...

今年四五月份约五周时间里， 洪迪乌斯号 邮轮爆发汉坦病毒疫情并造成三人死亡，此事牵动了全球民众的目光，也引发大众普遍焦虑。 这场疫情再度把长久以来备受热议的邮轮出行相关问题推上公众视野：乘坐邮轮是否存在公共卫生安全隐患？邮轮是否会成为传染病滋生传播的温床？ 传染病领域专家给出简明结论： 邮轮出行并不会带来重大公共卫生风险；此次流行的汉坦病毒传播能力较弱，基本不会引发新一轮全球大流行；但相比日常居家生活，游客在邮轮上染病的概率确实更高。 哈肯萨克子午线医疗网络传染病顾问、内科主任阿迪尔・巴特博士表示，在邮轮上感染流感、普通感冒、呼吸道合胞病毒、新冠病毒的概率，远高于感染汉坦病毒。 他还提到，邮轮自助聚餐的模式容易引发诺如病毒等肠胃类病毒传播。不过美国疾控中心数据显示，邮轮上发生的诺如病毒聚集性疫情，仅占所有上报疫情总数的 1%。 公共卫生机构健康权益联盟首席执行官泰勒・B・埃文斯博士称，邮轮属于密闭高密度空间，来自各地的游客近距离共处，共用各类卫生设施。他在 2025 年 8 月出版《大流行、贫困与政治》一书中直言： 邮轮就如同漂浮的培养皿 。 美国疾控中心指出，邮轮行业的健康安全口碑存在一个客观现实：邮轮上发生的各类病患情况，上报曝光率远高于陆地场所。 代表全球多家大型邮轮公司的国际邮轮协会发言人向媒体表示，绝大多数邮轮都制定了完善的健康防疫、卫生消杀及医疗应急制度，全力保障船员与乘客健康。 该发言人还称，现有公共卫生数据显示，邮轮上的患病发生率整体偏低，多数情况下甚至低于同等陆地生活场景；协会对旗下邮轮制定严格标准，涵盖清洁消杀、健康监测、快速应急处置，同时接受卫生部门常态化监管核查。目前该机构暂未对外公示相关具体统计数据。 此次洪迪乌斯号汉坦病毒疫情发生之际，正值邮轮行业在后疫情时代强势复苏阶段。 据国际邮轮协会发布的《2026 年邮轮行业现状报告》，2025 年全球邮轮出行游客量达到 3720 万人次，创下历史新高，远超 2021 年 480 万人次以及疫情前 2019 年 2970 万人次的规模。 行业数据分析平台邮轮市场观察数据显示，2025 年邮轮客票均价创下 2010 年以来新高，游客全年在船票及船上消费总支出达 725 亿美元。 涉事邮轮所属的远洋探险公司首席执行官雷米・布伊塞特于周二发布声明，公布公司针对此次疫情的后续处置工作，目前已联合世界卫生组...

An updated edition of the March 31, 2026, article. U.S.-China trade relations advanced in May 2026 as President Trump's May 14-15 Beijing summit with President Xi Jinping—the first visit by a sitting U.S. president in nearly a decade—produced a White House framework establishing the U.S.-China Board of Trade and Board of Investment. China committed to purchasing at least $17 billion in U.S. agricultural products annually through 2028 and 200 Boeing aircraft, while Washington guaranteed jet engine and component supply. Both sides agreed to reduce non-tariff barriers and discussed AI guardrails. The Board of Trade may facilitate tariff repeal on roughly $30 billion of goods, sustaining bilateral momentum which is likely to present compelling portfolio opportunities for companies, including Kingsoft Cloud KC, PDD Holdings PDD, Tencent Holdings TCEHY and Taiwan Semiconductor TSM. U.S.-China Trade Progress Across Strategic Technology Sectors In semiconductors, the bipartisan MATCH Act sought tighter U.S. controls on lithography and etching tool exports, yet Reuters reported in May that Washington had cleared Nvidia H200 AI chip sales to several major Chinese technology firms under case-by-case BIS review, though officials confirmed chip controls were not formally negotiated at the summit; SMIC continued mature-node expansion. In electric vehicles, BYD delivered 321,123 NEVs in April, marking an eighth consecutive year-over-year monthly decline of roughly 16%, while exports hit a record 134,542 units and first-quarter net profit fell about 55%. The April 24-May 3 Beijing Auto Show drew 1.28 million visitors, with new-energy models exceeding 85% of displays and Tesla notably absent; Leapmotor posted a record 71,387 April deliveries as the domestic price war increasingly shifted toward an artificial-intelligence and autonomy contest. In artificial intelligence, DeepSeek released a new reasoning model in April that outperformed leading open-source systems while trailing top ...

J Studios/DigitalVision via Getty Images CrowdStrike ( CRWD ) aka "CRWD" has been on a stellar run, surging considerably from the Claude Mythos and SaaSpocalypse panic induced lows. After experiencing a notable correction from its ATHs in November 2025, the stock crash landed all the way down to the $350-340 critical support range in late February, after being pummeled by negative news flow for months. CRWD 15-Month Chart CRWD (Stock Charts ) So, first off, the selloff became excessive, especially after CRWD got rejected at the 50-day MA around late January. From that point alone CRWD declined by 30% over the next month. This cascading effect led to a total loss of approximately 40% from CRWD's ATH in November. However, we know the nature of markets. What comes down, especially if it is a high quality company like CRWD, must come up again. So, it did, and in a very big way. Technically, speaking we saw a clear positive RSI divergence during the final panic driven selling wave on massive volume in late February, marking the bottom for the stock. Moreover, we got secondary opportunities to get into CRWD in a solid retest in late March and even a third chance as the stock remained volatile through early April. Again, we had several key forces in play here. The selling and the lack of buying occurred due to the war, the misunderstanding of the SaaSpocalypse's lack of negative impact on a company like CRWD, and finally, the Claude Mythos panic, which in retrospect could actually benefit key cybersecurity stocks instead of hurting them. Also, I must highlight that based on the technicals, and the roughly 86% move the stock has just had since late February, the stock has now become a near term sell in my mind. The RSI hit about 85, and we have a negative looking reversal candle. CrowdStrike Is Exuberantly Expensive In addition, CRWD's valuation is now sky-high again, and it trades at roughly 128 times forward non-GAAP EPS estimates, and approximately 27 times this year's p...

COSCO Shipping's Yuan Gui Yang. The vessel is the group's last very large crude carrier (VLCC) to sail out of the Strait of Hormuz. Two Chinese very large crude carriers (VLCCs) sailed out of the Strait of Hormuz on the morning of May 20, easing a weeks-long bottleneck for vessels trapped in the Persian Gulf after Iran closed the critical oil chokepoint. The two 300,000-ton-capacity ships departed an anchorage off Dubai on May 19. Unlike other Chinese vessels that recently navigated the tense waterway, neither ship broadcast the “CHINESE OWNER & CREW” identity tag on their tracking systems while transiting the strait.

Nvidia earnings for Q1 fiscal 2027 land today, May 20, after the market closes, and right now NVDA trades at $220.61, down 0.77% on the day, with a market cap of $5.34 trillion and a P/E ratio of 45.04. A lot of investors want to know whether it is too late to buy Nvidia stock or whether a real case still exists for getting in. Wall Street’s consensus for the Nvidia earnings report today sits at $79.17 billion in revenue, implying around 80% year-over-year growth, and $1.78 in adjusted EPS. At the time of writing, the stock trades within a 52-week range of $129.17 to $236.54, with today’s session hitting a high of $224.48 and a low of $217.91. Source: Yahoo Finance Also Read: Google Stock Price Target: Wall Street Reacts to I/O 2026 Event Nvidia Stock Price Target, Earnings Report Today And Buy Timing Source: ShutterStock Analysts Lift The Nvidia Stock Price Target Ahead Of The Print Several firms revised their Nvidia stock price target upward in the days before the Nvidia earnings report today. Morgan Stanley analyst Joseph Moore moved his 12-month target to $285 from $260, keeping an overweight rating. His note, published May 18, builds a valuation case around a $1 trillion long-term revenue scenario for the company. Morgan Stanley analyst Joseph Moore stated: “Visibility into the supply chain has improved materially.” Moore also flagged that gross margins could face some pressure from new architecture ramps, specifically the Blackwell and Rubin product cycles, and that input costs are also a factor to watch. He projected roughly $3 billion above current consensus revenue and around $4 billion of higher guidance in his modeling. GF Securities analyst Jeff Pu raised his target to $308 from $292. Pu also pointed to Nvidia’s strong cash position and free cash flow as possible support for a new share repurchase program, and noted that the Rubin platform timeline could shift by about one month, though the expected 2300W specification stays unchanged. HSBC moved its Nvi...

designer491/iStock via Getty Images Coverage Update With a year-to-date stock price performance of -44%, Trade Desk ( TTD ) is one of the worst-performing constituents within the S&P 500 ( SPX ) index. After initiating coverage on the company in early February 2026, TTD's share price has also declined by another 20% or so. In the span of just a few quarters, it is impressive to see how market sentiment has changed from extreme optimism to extreme pessimism, as reflected by the stock's 85% drawdown versus its all-time high of $141.53 reached in December 2024. Data by YCharts Looking into the past, Trade Desk is a great example highlighting the danger of overpaying for market darlings when market expectations are already at record levels. Looking into the future, I believe Trade Desk could become a great story demonstrating the return potential of buying high-quality assets surrounded by deeply negative sentiment. Following the release of the Q1-26 earnings , a massive $148 million open-market purchase by the CEO Jeff Green combined with a ~20% lower share price, I would like to reiterate my 'Strong Buy' rating on the company. The 'Strong Buy' rating reflects my personal view that Trade Desk will be able to weather the ongoing storm and that a strong balance sheet combined with strong growth rates will eventually put a hard floor on the share price. Trade Desk Initiating Coverage (Seeking Alpha, David Desjardins) Revenue Growth Deceleration During the first quarter of 2026, Trade Desk reported total revenues of $689 million, representing a ~12% increase compared to the $616 million reported in the prior year period. Even though top-line growth remained in double-digit territory, it is important to highlight that it was the fourth consecutive quarter of revenue growth deceleration, that is after reporting a 25% revenue growth in the first quarter of 2025. Looking forward to Q2-26, TTD's management has guided for revenues of at least $750 million in the quarter, implyin...

Sakorn Sukkasemsakorn/iStock via Getty Images Fund performance The equity portion of the Fund rose (gross of fees) but underperformed its benchmark, the NASDAQ Biotechnology Index. 1 Fulcrum Therapeutics ( FULC ) detracted after disappointing 'phase 3' results for its lead program in muscular dystrophy, leading to a reset in its share price. uniQure ( QURE ) detracted as regulatory uncertainty resurfaced around its Huntington's disease gene therapy program as the Food and Drug Administration raised questions regarding trial design and comparability. Crinetics Pharmaceuticals ( CRNX ) was unfavorable as investor expectations moderated after recent regulatory progress in its endocrine franchise. Conversely, Veradermics ( MANE ) was a leading contributor as investor confidence increased around its extended-release oral minoxidil program for androgenetic alopecia, a form of hair loss. If successful, this could materially expand the addressable market. Tectonic Therapeutic ( TECX ) performed strongly as investors placed greater value on its G-protein coupled receptors-targeting biologics platform, which aims to unlock a historically difficult but highly validated class of drug targets. Progress across early-stage programs helped demonstrate the feasibility of its approach, while broader investor appetite for differentiated early-stage innovation also improved. Vaxcyte ( PCVX ) was also beneficial as its next-generation pneumococcal vaccine program gained traction and visibility. As development progresses, investor focus shifted toward the magnitude of potential market share capture rather than just regulatory success. We view Vaxcyte as a differentiated story within vaccines, where innovation can meaningfully reshape an established market. Performance The latest available performance figures have been calculated net-of-fees in U.S. dollars for the period: Cumulative and annualized total return as of March 31, 2026 (%) NAV Market price Quarter to date 2.86 0.27 Year to da...

Andranik Hakobyan/iStock via Getty Images I wrote my first article on Priority Technology ( PRTH ) in February. I explained what happened at the end of last year and why I think the CEO's $6-$6.15 per share bid is an opportunistic lowball offer. While PRTH stock was trading at around $5.5/share at the time, I believed the downside was limited: Buying PRTH stock at or below $5.5 is one of those opportunities where I don't think I am going to lose money. Maybe the return will be limited by the current bid, but even a small win is still a win, and I believe there is a good chance for a bigger or even much bigger win. I think this is a "Strong Buy" opportunity. In March, the 2025 financial results came out, and the stock started to sell off. This, combined with fear of AI disruption of SaaS providers, eventually sent the stock price near to its 52-week low. Seeking Alpha However, I saw that decline as a great opportunity to double the size of my position, since I believed my initial investment thesis was still intact and just the margin of safety was widened: My investment thesis is simple: if we buy PRTH at or below $5.50 per share, we will profit around 9%-12% if the deal goes through and likely much higher if it doesn't. In this article, I will share my updated view on PRTH after the current increase in the share price and why I believe Priority is probably one of the beneficiaries of AI. While I will talk about the last two earnings calls, I won't go into business details and background. Please read my previous article if you are not familiar with Priority's business. Business Update Management expects 6%-9% revenue growth in 2026 with around 40% adj. gross profit margin and 23% adj. EBITDA margin: Q4/2025 Presentation To reiterate how opportunistic the CEO's offer is, adding the current net debt of $928M to a market cap of $500M (based on the upper range of the bid) yields an EV of around $1,430M. This means the CEO offered to buy the company at a forward EV/EBITDA...

In this article WEN Follow your favorite stocks CREATE FREE ACCOUNT A Wendy's restaurant sign is seen on Nov. 10, 2025 in Austin, Texas. Brandon Bell | Getty Images Wendy's has tapped Bob Wright as its latest chief executive, the company said Wednesday. The announcement comes on the heels of the struggling burger chain reporting its fifth straight quarter of same-store sales declines and rumors of a potential take-private deal led by Nelson Peltz's Trian Fund Management. Wright previously served as CEO of Potbelly for five years, leading a turnaround of the sandwich chain in the aftermath of pandemic lockdowns. Potbelly went private last year after convenience store owner RaceTrac bought it for $566 million. Wright officially becomes Wendy's CEO on Thursday. The chain has not had a permanent chief executive since Kirk Tanner left Wendy's in July to become CEO of Hershey. Tanner was only at Wendy's for about 18 months. Prior to Tanner's tenure, Wendy's ousted longtime CEO Todd Penegor, who had led the chain for nearly eight years. In the time since Tanner's departure, Wendy's has struggled to attract consumers who are increasingly value conscious and has lost market share to rivals McDonald's and Burger King. In February, the company announced plans to close about 300 restaurants in the first half of the year. Shares of Wendy's have tumbled nearly 35% over the last year, dragging its market value down to $1.55 billion. The company's skid makes it a much cheaper acquisition target for Trian. The Financial Times reported earlier this month that the firm is seeking funding to take Wendy's private. It isn't the first time that Trian has considered it; most recently, the firm said it was exploring a takeover of Wendy's in 2022, but later decided against it. Trian owns a 7.85% stake in Wendy's, and Peltz has a 16.24% interest, according to a recent regulatory filing that also called the stock "undervalued." Peltz's relationship with Wendy's dates back to an activist campai...

RHJ/iStock via Getty Images Sherritt International ( SHERF ) said Wednesday it entered into a non-binding term sheet with Gillon Capital for a private placement of up to 55% of its common shares, as the Canadian miner seeks a deal to avoid U.S. sanctions tied to its Cuba operations. Sherritt ( SHERF ) said the placement involves ​a common share purchase warrant exercisable within ​nine months, with the exercise price expected ⁠at a discount to the ​C$0.11/share closing price on ​May 15, the day it unveiled a since-canceled plan to dissolve its Cuba ventures and cut ties with the island. The miner said the U.S. State Department does not oppose its talks with Gillon Capital but that any ​final deal would still require the department's approval. Sherritt ( SHERF ) has been looking for a quick exit from its activities in Cuba after the Trump administration issued an executive order expanding sanctions against the country earlier this month . More on Sherritt International Sherritt International Q4 2025 Earnings Call Presentation Financial information for Sherritt International

专题：聚焦美股2026年第一季度财报 如今英伟达财报很难再像从前那样震惊全球市场，就连交易员也早已见怪不怪。 芝加哥期权交易所行情数据显示，过去 7 个季度里有 6 个季度、过去 20 个季度里有 14 个季度，期权定价都高估了英伟达财报出炉后的股价波动幅度。财报前夕市场隐含波动率均值为 6.7%，而财报落地后股价实际平均波动幅度仅为 4.6%。 此番市场情绪或已趋于理性：这家全球市值最高企业的财报预期隐含波动率上周五触及 3 月以来高点，本周随股价回落有所降温，目前市场预估其财报后股价波动幅度收窄至 5.9%。 自 3 月低点以来，英伟达股价累计大涨 34%，市值再度增加一万亿美元，本次财报对这家由黄仁勋执掌的 AI 巨头而言，承压意味更浓。回顾近期走势，该股近三次财报披露后股价尽数收跌，其中 2 月财报后更是大跌 5.5%，进一步加重市场谨慎情绪。 普罗斯珀交易学院首席执行官斯科特・鲍尔在电话采访中表示：“唯有业绩指引大幅超预期、涨幅达到 50% 这种级别，才能推动股价强势大涨。结合英伟达历来数据亮眼、财报利好兑现后随即遭资金抛售的走势规律，我倾向于卖出期权权利金，适度偏空布局。” 无论财报最终利多还是利空，英伟达财报落地都有望为市场后续整体行情走势扫清障碍。斯波特伽马公司分析师布伦特・科丘巴指出，受英伟达财报影响，恐慌指数 VIX 期货价格在本周四前持续处于高位。 他周二向客户分析称：“我们依旧认为期权到期后的市场回调走势合乎逻辑，而眼下市场最核心的重头戏，就是明晚即将出炉的英伟达财报。” 英伟达实时股价：225.42 美元，上涨 4.80 美元，涨幅 2.18% 责任编辑：郭明煜

Source: Bloomberg, 0:00

格隆汇5月20日｜欧洲主要股指收盘集体上涨，欧洲斯托克(Eurostoxx)50指数涨2.04%，英国富时100指数涨0.99%，法国CAC40指数涨1.79%，德国DAX30指数涨1.24%，富时意大利MIB指数涨1.78%。

Marvell Technology MRVL is favorably positioned to deliver revenue growth close to 30% in fiscal 2027, largely driven by accelerating AI-related backlog and strong demand across its data center portfolio. The company exited fiscal 2026 with record bookings, robust hyperscaler demand and expanding deployment across interconnect, switching and custom silicon products. Marvell reported fiscal 2026 revenues of $8.2 billion, up 42% year over year, while data center revenues surpassed $6.1 billion, up 46%. The company stated that bookings accelerated at a record pace entering fiscal 2027, leading management to forecast fiscal 2027 revenues to be $11 billion, implying growth of more than 30% year over year. The strongest contributor to this outlook is AI infrastructure demand. Marvell Technology expects fiscal 2027 data center revenues to grow nearly 40%, supported by cloud capital expenditure increases and stronger customer orders. Its interconnect business alone is projected to grow more than 50% year over year, significantly above prior expectations. The company is benefiting from strong adoption of 800G and 1.6T optical products, growing deployment of active electrical cables and retimers, and rapid scaling of AI networking solutions. Custom silicon is another major growth engine. Marvell Technology’s custom business doubled in fiscal 2026 to roughly $1.5 billion and is expected to grow more than 20% again in fiscal 2027. Management highlighted strong visibility supported by purchase orders, production ramps and increasing XPU attach opportunities, such as CXL and NIC products. Acquisitions like Celestial AI and XConn strengthen Marvell Technology’s position in AI scale-up networking, although these are not expected to contribute materially until fiscal 2028. Overall, the company’s expanding AI backlog, accelerating bookings and diversified hyperscaler exposure provide strong support for revenue growth approaching 30% in fiscal 2027. How Competitors Fare Against MRVL B...

John Kevin/iStock via Getty Images This article updates my review of April 2025 in light of current holdings and recent performance. DJD Strategy Invesco Dow Jones Industrial Average Dividend ETF ( DJD ) was launched on 12/16/2015 and tracks the Dow Jones Industrial Average Yield Weighted Index. DJD has a portfolio of 28 stocks, a 30-day SEC yield of 2.63%, and an expense ratio of 0.07%. As described by Invesco , the underlying index includes all dividend-paying constituents of the Dow Jones Industrial Average ( DJI ), weighted based on their indicated annual dividend yields. The index is reconstituted semi-annually . The index description is reminiscent of the Dogs of the Dow strategy, which consists of buying the 10 companies with the highest dividend yields in the Dow Jones Industrial Average. The top 10 holdings of DJD are the “Dogs” at every reconstitution. The portfolio turnover rate was 23% in the most recent fiscal year and 30% in the previous year. This article will use as a benchmark the parent index DJIA, represented by State Street SPDR Dow Jones Industrial Average ETF ( DIA ). Portfolio Healthcare is the heaviest sector in the portfolio with 19.4% of asset value, followed by financials and technology. Compared to DIA, DJD downplays mostly financials and industrials, while it significantly overweights communication, healthcare, consumer staples, and energy. Sector breakdown (Chart: author, data: Invesco, State Street) The portfolio is concentrated, with notable company-specific risk. The top 10 holdings, listed below, represent 57.3% of asset value, and the three heaviest positions weigh between 7% and 10%. The heaviest position of DIA (Goldman Sachs) weighs 11.7%. Ticker Name Weight VZ Verizon Communications Inc 9.69% UNH UnitedHealth Group Inc 7.50% CVX Chevron Corp 7.21% CSCO Cisco Systems Inc 5.69% KO Coca-Cola Co./The 5.00% MRK Merck & Co. Inc 4.92% IBM International Business Machines Corp 4.59% GS Goldman Sachs Group Inc/The 4.30% PG Procter & Gamb...

To the investors who had snapped up Venezuela’s defaulted bonds at beaten-down prices, it was the moment they were waiting for: Acting President Delcy Rodriguez ’s government announced that it was moving quickly to kick off negotiations aimed at restructuring its $170 billion pile of debt. The two-page statement — which appeared a week ago on a social-media account that had been dormant since 2024 — set off a flurry of calls among bondholders who’d been counting on big payouts once the country emerged from years of crippling sanctions and re-established its ties to global financial markets. But the excitement quickly gave way to a more sobering reality: Even with the country now allied with Washington, the workout could drag on for years. And it’s far from a sure thing that investors will even recover enough to justify the surge in prices since the US arrest of Nicolas Maduro in January elevated Rodriguez to power. “This process is still going to take a long time,” said Jeff Grills , head of US cross-asset and emerging-markets debt at Aegon Asset Management , who has kept his holdings unchanged. “With bonds near 60 cents on the dollar, it’s hard to see them appreciating much further without more information on Venezuela’s finances.” That realization has stalled what was the biggest rally in emerging markets, with Venezuela’s debt surging more than 60% this year. That capped a nearly 220% jump over the past 12 months amid speculation that economic pressure would drive the government to restructure debts it couldn’t afford to pay after years of profligate spending, mismanagement and underinvestment in its oil industry. Other countries, including Greece, Argentina and Sri Lanka, have gone through debt restructurings after they were pushed to the brink. But the process, which involves jockeying between creditors with sometimes competing claims to a government’s cash, can be lengthy. Venezuela stopped making debt payments in 2017. Until recently, many investors had expec...

tupungato/iStock Editorial via Getty Images Microsoft Corporation ( MSFT ) just delivered another strong quarter, but the market still isn’t giving the company full credit for what’s happening under the hood. Revenue grew 18% year over year to ~$83 billion , Azure and other cloud services grew 40%, and Microsoft’s AI annual revenue run rate reached $37 billion. Those aren’t small numbers, even for a company of Microsoft’s size. And the hesitation among investors is understandable. Microsoft is spending aggressively on AI infrastructure, supply remains constrained, and the company’s relationship with OpenAI ( OPENAI ) is evolving in a way that could make Azure’s advantage less exclusive over time. But to me, that’s what makes the stock interesting. The risks are real, but so is the demand. Microsoft’s commercial RPO reached $627 billion, Copilot adoption continues to expand, and Azure remains one of the fastest-growing cloud platforms at scale. For long-term investors, that setup is very attractive. Despite the risks around CapEx, execution, and competition, Microsoft remains one of the best-positioned AI companies in the world. Spoiler: I’m maintaining my Strong Buy rating. Microsoft’s Q3 Earnings Recap Before anything else, let’s cover the earnings headlines. Q3 FY ’26 revenue is up 18% year-over-year to $82.9 billion. Operating income is up 20%, while net income (GAAP) grew 23% to $31.8 billion. For a $3 trillion company, those are impressive numbers and validate the company’s growth narrative. Even with all the fear and uncertainty around AI, this proves there’s still money to be made for those in a position to take it- and Microsoft is at the center of the boom. The segment revenue further supports the story: Segment Q3’2026 Q3’2025 Percentage Change Productivity and Business Processes $35.01 billion $29.94 billion 17% Intelligent Cloud $34.68 billion $26.75 billion 30% More Personal Computing $13.19 billion $13.37 billion (1)% Click to enlarge Like last year, t...

China's Xpeng launches 'future-facing' SUV to drive upmarket sales Reuters

BBC Verify has tracked several flights by US Navy P-8 Poseidon surveillance jets including one on 11 May when the aircraft got within 50 miles (80km) of southern Cuba, according to Flightradar24 data. The P-8 continued to operate into the following day, when it was seen flying to the north of Cuba's capital Havana before returning to its base in Jacksonville, Florida.

格隆汇5月20日｜美国财政部拍卖四个月期国债，得标利率3.590%，投标倍数3.34。