Andrej Karpathy, one of OpenAI’s founding members and the former director of AI at Tesla Inc (NASDAQ:TSLA), announced Tuesday morning that he is joining Anthropic. “I think the next few years at the frontier of LLMs will be especially formative,” Karpathy wrote, adding that he plans to return to hands-on research. Karpathy left OpenAI in February 2024 to launch education startup Eureka Labs, but the destination tells the real story. Sam Altman’s lab keeps losing senior alumni to Dario Amodei’s. A Pattern, Not An Anecdote Karpathy is the third high-profile OpenAI figure to land at Anthropic in under two years. Jan Leike, OpenAI’s former head of alignment, defected in May 2024. Co-founder John Schulman followed that August. The flow has only gone one way. No comparable Anthropic researcher has moved to OpenAI in that window. Karpathy is also one of the most-followed voices in AI, with his “vibe coding” essays and Claude Code workflow posts routinely driving developer discourse. A Karpathy-inspired CLAUDE.md repository has racked up over 220,000 GitHub stars since January. Polymarket Already Priced The Race Traders on Polymarket assign Anthropic a 70% probability of having the best AI model at the end of June, based on the Chatbot Arena leaderboard. OpenAI 5%. That contract has logged $6 million in volume. The IPO race is even more lopsided. Polymarket gives Anthropic a 67.5% chance of going public before OpenAI, with the Claude maker reportedly in talks for a $30 billion round at a $900 billion valuation. That would surpass OpenAI’s $852 billion mark from its March raise. OpenAI has other problems, despite winning its $180 billion lawsuit against Elon Musk, it has missed user growth targets earlier this year, and its CFO has openly worried about paying for compute. Karpathy’s move adds a marquee name to a roster that is already winning the talent war and, according to traders, the model race. Image: Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top ...

On May 15, 2026, Saturn V Capital Management disclosed a full exit from Ocular Therapeutix (NASDAQ:OCUL) , selling 1,504,880 shares in a trade estimated at $14.34 million based on quarterly average pricing. According to an SEC filing dated May 15, 2026, Saturn V Capital Management sold its entire 1,504,880-share holding in Ocular Therapeutix. The estimated transaction value was $14.34 million, calculated using the average closing price for the first quarter of 2026. The fund's reported position in the stock fell to zero, with a quarter-end valuation shift of $18.27 million reflecting both trading and market price movement. Ocular Therapeutix is a biopharmaceutical company with a focus on innovative drug delivery solutions for ophthalmic diseases. The company combines proprietary hydrogel technology with established and novel therapeutics, aiming to address unmet medical needs in eye care. Strategic collaborations and a diversified pipeline position Ocular Therapeutix to compete in the growing market for advanced ophthalmic therapies. Continue reading

IT Stock Free/Polka Dot via Getty Images ATRenew Inc. ( RERE ) just reported its Q1 earnings , and since I haven’t covered it in well over a year, I thought it would be a good time to revisit. The company is firing on all cylinders and has plenty of tailwinds to continue the momentum, which leads me to upgrade it to a Buy. Last time I covered it , I said it had a bright future, and that hasn’t changed. By the numbers Starting from the top, RERE made $893m in revenues, up a whopping 39.2% y/y, beating estimates by around $33m. The management attributes the top-line growth to an increase in the sales of pre-owned consumer electronics. Net product revenues increased 34.4%, while net service revenues increased 10.4% to $62.4m. The increase is attributed to an increase in the multi-category recycling business. Going over the company’s profitability, Q1 non-GAAP EPS came in at $0.13, beating estimates by 6 cents. That’s a decent beat on the bottom line. Non-GAAP income from operations increased by 70.2% to $27.6m, giving a margin of around 3%, while on a GAAP basis, net income increased by 155% to $26.9m, giving us around 3% margin as well. Net income increased 215.7% to $19.6m, and adjusted net income increased by close to 80%, to $20.3m. These are quite substantial improvements across the board. The company is a lot more profitable than it was last year. The company’s profitability improvements can be attributed to a better mix and pricing, as well as continued discipline on fulfillment and Selling and Marketing ratios. In other words, the company’s operating leverage has improved quite a bit. Let’s take a look at its financial situation. RERE finished the quarter with around $147m in cash and equivalents, against around $42m in ST debt, so it is not bad at all. It’s got plenty of cash to keep operations rolling, and its interest expense on the debt is quite small, giving us an 87x interest coverage ratio. The company didn’t provide a breakdown of its cash flow, so ther...

Confronted by the BBC with the allegations, Jaf denied being a smuggler and said he had only ever advised people on how to leave Iraq. He also said he did not believe he had committed any offence.

A billionaire Donald Trump donor could make millions from a deal being struck between the government and Thames Water. The UK’s largest water company, ministers and creditors are in a impasse as they try to agree a rescue deal to stave off Thames’s collapse. The water company built up a £17.6bn debt pile in the decades after its privatisation. Elliott Investment Management is one of the leading creditors, in a group that includes Silverpoint Capital, BlackRock and M&G. The consortium of hedge funds – known as London & Valley Water – is attempting to take over Thames in a multibillion-pound restructuring. Elliott’s founder and co-chief executive, Paul Singer, one of finance’s most colourful characters, once ordered the impounding of an Argentinian navy ship after the country failed to pay its debts. His company is accused of catalysing Argentina’s bond crisis by aggressively pursuing the country’s debts. The Thames bid appears to be a family affair. Sources close to the deal say the point person at Elliott for Thames Water is Singer’s son Gordon, who runs the firm’s London office. In 2024, Gordon attempted to donate nearly £2,000 to Robert Jenrick’s failed run for the Conservative party leadership; the money was returned by the Electoral Commission as “impermissible”, reportedly because Gordon’s address was not up to date at the time. Singer, 81, donated $5m (£3.73m) to Make America Great Again Inc, Trump’s Super Pac, and tens of millions more in 2024 to support Trump’s allies, including $37m to support the election of Republicans to Congress. View image in fullscreen Paul Singer, founder and co-CEO of Elliott investment Management Corporation, has been called ‘the most feared investor in the world’. Photograph: Steve Marcus/Reuters Cat Hobbs, of the campaign group We Own It, said: “Trump wants control over NHS drug prices, and his mega donor Singer wants control over our water. ‘Absolutely not’ should be the answer of any government that considers itself patriotic.”...

Everyone’s talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on ... Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

It is one of the unwritten laws of the annual celebration of silliness and tight trousers that is Eurovision: neighbouring countries, and blocs with strong cultural and political ties – think the Nordics, Greece and Cyprus, the former Soviet states – tend to mark each other high. The song contest’s “neighbourhood voting” has even been the subject of learned studies. But its role has rarely has been as explicitly acknowledged as this year, when the head of Moldova’s public broadcaster felt he had to resign because his country’s jury gave only three points to next-door Romania. The same jury gave nul points to Moldova’s other neighbour, Ukraine, while awarding a maximum 12 points to Poland and 10 to Israel. The Moldovan public, by contrast, whose votes also count in the contest’s final result, gave the full 12 points to Romania and 10 to Ukraine. After hundreds of fans took to social media in protest, Vlad Țurcan, the director of Teleradio-Moldova, resigned on Monday, describing the jury’s failure to recognise “sensitivities” between neighbours “extraordinary” and “serious”. Țurcanu added: “Our stance toward Ukraine is not one of zero points, and our feelings toward Romania can only be ones of love. We have distanced ourselves from the jury’s voting, but this is still … my responsibility, as head of this institution.” Much of present-day Moldova was part of Romania in the early 20th century, and the two countries share deep linguistic and cultural ties. Since gaining independence in 1991, more than 850,000 Moldovan citizens have acquired Romanian citizenship. Moldova’s president, Maia Sandu, even said earlier this year said she would vote for unification with Romania if a referendum were held, framing the idea partly as a way to protect Moldova’s democracy, which has come under intense Russian pressure. Margarita Druță, who announced the Eurovision results live on air, said in a video posted online that she had nearly refused to read them out. Former Moldovan defence ...

The flightless moa, an extinct bird of New Zealand, stood more than 3 metres tall, weighed over 200kg and had eggs larger than those of any bird now living. Now the de-extinction company Colossal Biosciences says it is a step closer to resurrecting the moa after creating an artificial eggshell. Colossal hopes the artificial incubation system, which it successfully used to hatch chickens, could be scaled up to create a bird as big as the moa in future. “We’ve created a novel shell-less culture system that is fully scalable and biologically accurate,” said Prof Andrew Pask, the chief biology officer at Colossal. The company previously provoked controversy with claims to have de-extincted the dire wolf and its ambition to bring back the woolly mammoth. The latest advance has been met with scepticism by scientists who say its scope is impossible to judge given that the company made the announcement through a press release with scarce scientific detail or data. It is already possible to hatch chicks from artificial eggshells but the survival rate is limited because chicks may not get enough oxygen. Colossal suggests its new platform, a silicone membrane, is better than existing “ex-ovo” approaches because it allows oxygen through at the same rate as a chicken eggshell. “It sounds impressive but then it would, because it’s a press release,” said Dr Louise Johnson, an evolutionary geneticist at the University of Reading. “I look forward to reading more details when they’re published, but until there’s a peer-reviewed paper I might as well give expert commentary on a YouTube ad.” Moa eggs are estimated to have been approximately 80 times the volume of a chicken egg and roughly eight times the volume of an emu egg, placing them beyond the capacity of any available avian surrogate. Even if the artificial eggshell is effective and can be scaled up, Colossal will still face significant scientific challenges in its attempt to bring back the moa. The species went extinct about 60...

The true backbone of artificial intelligence (AI) is not graphics processing units and accelerators but the memory and storage chips feeding colossal data centers and keeping models humming at scale. The four biggest hyperscalers -- Microsoft, Alphabet, Amazon, and Meta Platforms -- are pouring unprecedented sums into AI infrastructure. This capital expenditure windfall has created a supercycle in dynamic random access memory (DRAM) and NAND flash. After years of oversupply, pricing power has reverted to the memory and storage market. In the U.S., Micron Technology (MU +5.85%) and Sandisk (SNDK +3.54%) have captured investor enthusiasm thanks to their sharp gains. But in my eyes, the most compelling upside is quietly unfolding overseas. Samsung Electronics recently entered the trillion-dollar club as record AI-driven profits appear set to surpass even the largest American companies this year. With a market capitalization of around $860 billion, SK Hynix is valued not far behind its Korean counterpart. For investors who want exposure to SK Hynix's upside without wrestling with the hassle of purchasing foreign shares, the Roundhill Memory ETF (DRAM +2.96%) offers a low-cost bundle that owns shares in Samsung, SK Hynix, Micron Technology, Sandisk, and others in one $50 ticker. Expand NYSEMKT : DRAM Roundhill ETF Trust - Roundhill Memory ETF Today's Change ( 2.96 %) $ 1.46 Current Price $ 50.78 Key Data Points Day's Range $ 46.43 - $ 50.85 52wk Range $ 26.14 - $ 56.38 Volume 27M Understanding the memory boom's true scale While Micron and Sandisk grab the headlines here in the U.S., Samsung and SK Hynix have quietly become ever more relevant amid the surge in memory chips. During the first quarter, Samsung generated record-high revenue and operating profit of 133.9 trillion South Korean won and 57.2 trillion South Korean won, respectively. Samsung's vertical integration across DRAM, high-bandwidth memory, and NAND allows the company to capture incremental operating margi...

Key Points AI hyperscalers are forecast to spend upward of $700 billion on infrastructure this year. As AI models grow in size and applications become more complex, memory and storage are becoming increasingly important layers of the overall chip stack. While Micron and Sandisk dominate the memory supercycle narrative in the U.S., Samsung and SK Hynix quietly dominate overseas. 10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF › The true backbone of artificial intelligence (AI) is not graphics processing units and accelerators but the memory and storage chips feeding colossal data centers and keeping models humming at scale. The four biggest hyperscalers -- Microsoft, Alphabet, Amazon, and Meta Platforms -- are pouring unprecedented sums into AI infrastructure. This capital expenditure windfall has created a supercycle in dynamic random access memory (DRAM) and NAND flash. After years of oversupply, pricing power has reverted to the memory and storage market. In the U.S., Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have captured investor enthusiasm thanks to their sharp gains. But in my eyes, the most compelling upside is quietly unfolding overseas. 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 » Samsung Electronics recently entered the trillion-dollar club as record AI-driven profits appear set to surpass even the largest American companies this year. With a market capitalization of around $860 billion, SK Hynix is valued not far behind its Korean counterpart. For investors who want exposure to SK Hynix's upside without wrestling with the hassle of purchasing foreign shares, the Roundhill Memory ETF (NYSEMKT: DRAM) offers a low-cost bundle that owns shares in Samsung, SK Hynix, Micron Technology, Sandisk, and others in one $50 ticker. Understanding the memory ...

LQD260522P00110000 互動股市圖表 | LQD May 2026 110.000 put 股市 Yahoo 財經

“It’s not cost cutting; it’s replacing in some cases lower-value human capital.” Standard Chartered CEO Bill Winters delivered a blunt message on the future of the bank’s workforce. Aisha S. Gani explains the growing trend among finance leaders acknowledging the realities of AI technology replacing jobs. (Source: Bloomberg)

格隆汇5月20日｜以色列国防军：经过形势评估，国内前线指挥部的防御指引保持不变，将持续至2026年5月23日21:00。

Key Points Home Depot slightly beat estimates on the top and bottom lines in the first quarter. The stock has been flat over the last five years. The housing market has struggled with elevated mortgage rates and a post-pandemic hangover. 10 stocks we like better than Home Depot › Home Depot (NYSE: HD) is one of the best-performing stocks in history, but more recently, the leading home improvement chain has been struggling. The last few years have been tough for the housing and home improvement sectors. Interest rates and mortgage rates remain elevated compared with much of the 2010s, and discretionary spending has been hampered by years of high inflation. Meanwhile, the lock-in effect from the pandemic has significantly slowed home sales, curtailing demand for home improvement products, as moving homes typically triggers spending on such supplies. 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 » Against that backdrop, Home Depot reported first-quarter earnings Tuesday morning, and the results were in line with estimates. Home Depot's Q1 Comparable sales rose 0.6% in the quarter and 0.4% in the U.S., and revenue was up 4.8% to $41.77 billion, which was slightly ahead of estimates at $41.51 billion. On the bottom line, adjusted operating income fell 2.3% to $5.15 billion, and adjusted earnings per share fell from $3.56 to $3.43, as the company noted "greater consumer uncertainty and housing affordability pressure." That was still slightly ahead of the consensus at $3.41. Looking ahead to the rest of the year, the company reaffirmed its guidance, calling for total sales growth of 2.5% to 4.5%, 15 new stores, and adjusted earnings-per-share growth of flat to 4%, or $14.69-$15.28, which compared to estimates at $15.04. Home Depot has essentially been treading water in a challenging environment for the l...

NVIDIA Corp (NVDA) MSN

AMD, Broadcom and Qualcomm Lead Chip Stock Sell-Off Ahead of Nvidia Earnings GuruFocus

Nvidia (NVDA) Earnings Anticipation Amidst Market Dynamics GuruFocus

新规正式实施后，欧盟成员国将被要求对国防、两用商品和关键技术等敏感领域的投资进行审查。具体涵盖范围包括：人工智能、量子技术和半导体；航空航天、能源、交通和数字基础设施领域的相关实体等。 (第一财经)

格隆汇5月20日｜美国国务院：鲁比奥将于5月22日访问瑞典，参加北约外长会议。

日本财务大臣片山皋月表示，必要时财务省将针对外汇汇率采取大胆行动。 片山在巴黎举行的七国集团（G-7）会议上对记者表示，G-7对口官员理解日本在外汇汇率问题上的立场。 G-7公报重申了该集团长期以来的汇率承诺，包括不针对汇率设定目标，以及汇率过度波动可能对经济产生不利影响。 日本上月底进行了汇率干预，并可能在随后一周采取了更多行动。 日本央行行长植田和男在同一场记者会上表示，日本周二发布的GDP报告大致符合日本央行的判断。 植田和男表示，企业正在以较快速度把成本转嫁给消费者。 责任编辑：丁文武

即将就任美联储主席的凯文・沃什，于周二正式披露其正式就职央行掌门人之前，首轮个人资产剥离安排。 沃什公示了拟处置资产的具体标的名称，但并未披露具体出售规模与资产受让方。 今年 4 月的提名确认听证会上，有望成为美联储史上身家最丰厚主席的沃什曾表态，将依照美国政府及美联储廉政相关规定，调整个人所持资产，完成合规梳理。 责任编辑：郭明煜

According to recent reports, 3G Capital dumped its Microsoft (MSFT) position in Q1 of 2026. The New York-based private equity firm sold 90,000 shares of MSFT stock in the March quarter, doubled down on Alibaba (BABA), and gained exposure to chip stocks. Despite the sale, I think Microsoft remains among the most compelling AI plays in the market right now. Let’s see why. Microsoft Is Firing on All Cylinders If 3G sold Microsoft because the business is slowing down, the company's fiscal Q3 earnings call (ended in March) tells a very different story. In Q3, Microsoft Cloud reported revenue of $54.5 billion, an increase of 29% year-over-year. Azure sales rose 40%, while the AI segment surpassed $37 billion in annualized revenue, up 123%. Microsoft 365 Copilot, the company's AI productivity tool, now has over 20 million paid seats. That figure grew 250% year-over-year, representing Microsoft's fastest growth since the product launched. Companies such as Accenture (ACN) now have over 740,000 seats. Bayer (BAYRY), Johnson and Johnson (JNJ), Mercedes (MBGAF), and Roche (RHHBY) each committed to 90,000 or more Copilot paid seats. CEO Satya Nadella said weekly Copilot engagement is now at the same level as Outlook. That kind of adoption depth matters. GitHub Copilot is a similar story, given that nearly 140,000 organizations now use it, and enterprise subscribers nearly tripled year-over-year. Microsoft also just moved GitHub Copilot to usage-based pricing, which could unlock a faster growth curve as heavy users get billed for what they actually consume. The Bull Case for MSFT Stock 3G Capital runs a concentrated portfolio and trades opportunistically. Its exit may say more about its own allocation needs than any fundamental weakness in Microsoft. The firm was simultaneously piling into semiconductors, which is a higher-beta AI trade. That suggests conviction in AI spending overall, just through a different lens. Microsoft, meanwhile, is not a speculative AI bet. It is a cash...

3G Capital Exits Microsoft Stock in Major Portfolio Shift. MSFT Is Still One of the Best AI Plays Now. Yahoo Finance

According to recent reports, 3G Capital dumped its Microsoft (MSFT) position in Q1 of 2026. The New York-based private equity firm sold 90,000 shares of MSFT stock in the March quarter, doubled down on Alibaba (BABA), and gained exposure to chip stocks. Despite the sale, I think Microsoft remains among the most compelling AI plays in the market right now. Let’s see why. Microsoft Is Firing on All Cylinders If 3G sold Microsoft because the business is slowing down, the company's fiscal Q3 earnings call (ended in March) tells a very different story. In Q3, Microsoft Cloud reported revenue of $54.5 billion, an increase of 29% year-over-year. Azure sales rose 40%, while the AI segment surpassed $37 billion in annualized revenue, up 123%. Microsoft 365 Copilot, the company's AI productivity tool, now has over 20 million paid seats. That figure grew 250% year-over-year, representing Microsoft's fastest growth since the product launched. Companies such as Accenture (ACN) now have over 740,000 seats. Bayer (BAYRY), Johnson and Johnson (JNJ), Mercedes (MBGAF), and Roche (RHHBY) each committed to 90,000 or more Copilot paid seats. CEO Satya Nadella said weekly Copilot engagement is now at the same level as Outlook. That kind of adoption depth matters. GitHub Copilot is a similar story, given that nearly 140,000 organizations now use it, and enterprise subscribers nearly tripled year-over-year. Microsoft also just moved GitHub Copilot to usage-based pricing, which could unlock a faster growth curve as heavy users get billed for what they actually consume. The Bull Case for MSFT Stock 3G Capital runs a concentrated portfolio and trades opportunistically. Its exit may say more about its own allocation needs than any fundamental weakness in Microsoft. The firm was simultaneously piling into semiconductors, which is a higher-beta AI trade. That suggests conviction in AI spending overall, just through a different lens. Microsoft, meanwhile, is not a speculative AI bet. It is a cash...

格隆汇5月20日｜美国国务院：美国国务卿鲁比奥将于5月23日至26日访问印度，讨论能源安全、贸易和防务合作。

格隆汇5月20日｜美国国务院：鲁比奥将讨论北约联盟增加国防投资和分担负担的必要性。

It takes two to tango. But apparently it takes three to host a TV show about tangoing. After months of tabloid speculation, the BBC has revealed the new presenters of Strictly Come Dancing. And there’s not one, not two, but three of them. Let’s hope they don’t tread on each other’s toes. Rumours have been swirling and now the worst-kept secret in showbiz has been confirmed. Broadcaster Emma Willis, comedian Josh Widdicombe and professional dancer Johannes Radebe have been announced as the all-new lineup. This autumn, they will replace the longstanding pairing of Tess Daly and Claudia Winkleman, who bowed out together at Christmas. As a new ballroom era begins, can this unlikely trio stabilise the listing Strictly ship? And is three really the magic number? Let’s take them one at a time. Birmingham-born Willis will take over Daly’s role as the show’s main anchor, introducing the pro-celebrity couples, canvassing the opinions of the judges and generally keeping the show on the road. She has form in this area, having done similar roles on The Voice, The Circle and Big Brother. Naysayers may find the 50-year-old an uninspired appointment – she is fairly ubiquitous on reality TV, after all – but I have high hopes. For a start, Willis is a Strictly superfan who knows her charleston from her cha-cha-cha. She’s natural, slyly funny and steely when she needs to be. She’ll put nervous celebrities at ease and become their cheerleader, rather like Daly did. Sure, Willis isn’t a curveball – but she’s a safe pair of hands. That might be what Strictly needs. Widdicombe is more of an unknown quantity and potentially has the trickier job. He’ll fill Winkleman’s shoes on the ballroom balcony – the area formerly known as the “Clauditorium” – where he will interview the couples post-routine. Winkleman’s infectious sense of silliness made her Strictly’s breakout star and propelled her to become Britain’s biggest TV presenter. No pressure, Josh. The 43-year-old’s rapid-fire humour has be...

quantic69/iStock via Getty Images It has been a long time since I have covered Permian Resources ( PR ), and I can immediately tell that the thesis has improved. The business itself now looks even stronger. When I covered it in August, I was building a thesis on their Q2 2025, which showed a growing production, solid cash flow, AP New Mexico bolt-on acquisition, around 1x leverage, and $0.15 dividends. Due to these reasons, I rated the stock as a buy. Since then the stock has run up quite a lot, and I attribute this mainly to oil prices. Currently the thesis still holds, and I also think that the market started catching up to business quality. Production, FCF, cost control, balance sheet, and even guidance are also improving and fast. The problem is that the share price is not that cheap anymore. What Changed? As always, I start my update articles with this section. Since my last article, I can safely say that PR did not lose momentum. Q2 2025 was already looking very strong, but now the latest numbers showed that it wasn't a one-off result. Q3 production increased to 410.2 MBoe/d, from which 186.9 MBbls/d was oil, and adjusted free cash flow reached $469 million. Then Q4 caused some concerns for me because it got a little slower when Mboe/d decreased to 401.5, but oil production then increased to 188.6 MBbls/d, and adjusted FCF remained solid at $403 million. Throughout 2025, PR reached 392.6 MBoe/d production, including 181.8 MBbls/d oil, and generated $1.6 billion adjusted FCF, which was 20% more than in 2024. Now that we know what 2025 looked like, it is worth looking at Q1 2026 . The quarter even more strengthened my thesis. Total production increased to 412.9 MBoe/d, and oil production to 192.3 MBbls/d, adjusted FCF to $513 million, and most importantly, leverage was just 0.8x. I am giving a lot of numbers, but all in all, I want to say that the production is growing steadily. Management also seems positive and is giving good guidance. They expect 192.5 MBbls/...

Getty Images ServiceNow ( NOW ) is an AI winner. NOW is an AI loser. The market can’t make up its mind. The stock has already recovered much of its losses after reporting first-quarter earnings, as many market participants—including itself—have rushed to defend the AI story. I remain steadfast in my view that NOW will be a long-term beneficiary from AI, and the company’s recent investor day has only reinforced my view. I reiterate my "S trong Buy" rating for the stock. NOW Stock Price I last covered NOW in April , where I stuck by my "S trong Buy" rating even as the stock crumbled following earnings. The stock has risen around 17% since. Data by YCharts Some investors may be wary of this being too much, too fast, but I instead view this as “better late than never.” NOW Stock Key Metrics NOW is an enterprise software company that, before AI, helped customers implement digital workflows. In some sense, NOW was the automation company before the rise of agentic AI. With that framing, it isn’t too difficult to understand why some investors might think that agentic AI may be a disruptive force for the company, given that it might be targeting the same use cases. But that does not appear to be playing out in practice. NOW has positioned itself to become the “AI control tower,” as its incumbency as the digital workflow provider positions it well to become the AI orchestration layer. AI appears to have the potential to be a significant catalyst for expansion. 2026 Analyst Day Management expects this repositioning to significantly grow the addressable market. I note that NOW had already been growing rapidly prior; thus, the optimism should not be understated. 2026 Analyst Day Management expects to utilize AI within the company as well. Yes, you heard that right; the very force that has been projected to bring the company’s downfall may end up being useful for the company as well. Management expects to be able to greatly slow down their hiring due to agentic AI. That has signi...

Intel Corporation - Short Term - We look to Sell at 48.40 (stop at 50.05) A shooting star has been posted as prices reject the higher levels. Previous resistance located at 49.00. We look for losses to be extended today. Price action remained broadly negative yesterday with the early highs being rejected after bullish momentum stalled. Our profit targets will be 44.11 and 41.20 Resistance: 49.00 / 55.00 / 68.00 Support: 44.00 / 40.00 / 35.00 Disclaimer – Saxo Bank Group. Please be reminded – you alone are responsible for your trading – both gains and losses. There is a very high degree of risk involved in trading. The technical analysis, like any and all indicators, strategies, columns, articles and other features accessible on/though this site (including those from Signal Centre) are for informational purposes only and should not be construed as investment advice by you. Such technical analysis are believed to be obtained from sources believed to be reliable, but not warrant their respective completeness or accuracy, or warrant any results from the use of the information. Your use of the technical analysis, as would also your use of any and all mentioned indicators, strategies, columns, articles and all other features, is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness (including suitability) of the information. You should assess the risk of any trade with your financial adviser and make your own independent decision(s) regarding any tradable products which may be the subject matter of the technical analysis or any of the said indicators, strategies, columns, articles and all other features. Please also be reminded that if despite the above, any of the said technical analysis (or any of the said indicators, strategies, columns, articles and other features accessible on/through this site) is found to be advisory or a recommendation; and not merely informational in nature, the same is in any event pro...