Robert Way/iStock Editorial via Getty Images Investment Thesis Nvidia Corporation ( NVDA ), currently the world's largest publicly traded company by market cap, is set to report earnings this week on the back of what is becoming a politically hot topic: data centers. Here, in the U.S., data centers are becoming politically toxic to any politician who supports them. With the U.S. heading into a mid...
Robert Way/iStock Editorial via Getty Images Investment Thesis Nvidia Corporation ( NVDA ), currently the world's largest publicly traded company by market cap, is set to report earnings this week on the back of what is becoming a politically hot topic: data centers. Here, in the U.S., data centers are becoming politically toxic to any politician who supports them. With the U.S. heading into a midterm election season this fall, the risk that data center construction drops off is elevated. Nvidia, for its part, is the backbone of many of America’s largest data center projects, selling tens of thousands of GPU clusters so that these large metal warehouses can generate compute for Large Language Models, or LLMs, to ingest. Rising political tension is causing data centers to get cancelled nationwide. With this, Nvidia is now facing a second headwind. With the data centers that are still being built, the market is shifting towards agentic compute. This means a greater mix of CPUs than before and less GPUs per square foot of data center space. With this, I continue to believe NVDA shares are a Strong Sell going into earnings. Why I’m Doing Follow-Up Coverage Nvidia shares, while up YTD, are now trailing some of the other major chip companies, including its close competitor Advanced Micro Devices ( AMD ) and legacy chip giant Intel ( INTC ). While I may sound like a broken record to those who have been reading my research for a while, this is roughly what I expected to happen. We knew that major large language model labs were going to move towards inference-based workloads for well over a year as LLM developments started to plateau. This playbook has played out exactly. With this, Nvidia is now facing the culmination of multiple real threats I have talked about for a while. Add in the new political risks around data centers, and I think the company’s valuation makes even less sense than it did 3 months ago when I covered them before their FY Q4 earnings. Nvidia’s bull thes...
Robert Way/iStock Editorial via Getty Images Investment Thesis Nvidia Corporation ( NVDA ), currently the world's largest publicly traded company by market cap, is set to report earnings this week on the back of what is becoming a politically hot topic: data centers. Here, in the U.S., data centers are becoming politically toxic to any politician who supports them. With the U.S. heading into a mid...
Robert Way/iStock Editorial via Getty Images Investment Thesis Nvidia Corporation ( NVDA ), currently the world's largest publicly traded company by market cap, is set to report earnings this week on the back of what is becoming a politically hot topic: data centers. Here, in the U.S., data centers are becoming politically toxic to any politician who supports them. With the U.S. heading into a midterm election season this fall, the risk that data center construction drops off is elevated. Nvidia, for its part, is the backbone of many of America’s largest data center projects, selling tens of thousands of GPU clusters so that these large metal warehouses can generate compute for Large Language Models, or LLMs, to ingest. Rising political tension is causing data centers to get cancelled nationwide. With this, Nvidia is now facing a second headwind. With the data centers that are still being built, the market is shifting towards agentic compute. This means a greater mix of CPUs than before and less GPUs per square foot of data center space. With this, I continue to believe NVDA shares are a Strong Sell going into earnings. Why I’m Doing Follow-Up Coverage Nvidia shares, while up YTD, are now trailing some of the other major chip companies, including its close competitor Advanced Micro Devices ( AMD ) and legacy chip giant Intel ( INTC ). While I may sound like a broken record to those who have been reading my research for a while, this is roughly what I expected to happen. We knew that major large language model labs were going to move towards inference-based workloads for well over a year as LLM developments started to plateau. This playbook has played out exactly. With this, Nvidia is now facing the culmination of multiple real threats I have talked about for a while. Add in the new political risks around data centers, and I think the company’s valuation makes even less sense than it did 3 months ago when I covered them before their FY Q4 earnings. Nvidia’s bull thes...
Intel stock continued its five-day losing streak on Monday despite two price target hikes. Intel has closed lower for five straight sessions, tumbling 16% over that period. Two analysts raised their price targets on Intel stock on Monday.
Intel stock continued its five-day losing streak on Monday despite two price target hikes. Intel has closed lower for five straight sessions, tumbling 16% over that period. Two analysts raised their price targets on Intel stock on Monday.
Joby Aviation (NYSE: JOBY) is working toward its goal of entering the electric vertical take-off and landing (eVTOL) industry. The eVTOL industry is only just getting started but packs significant upside potential. Grand View Research estimates that it could soar to $28.6 billion by the end of the decade. With commercial flights yet to begin, Joby Aviation stock remains a narrative-driven investme...
Joby Aviation (NYSE: JOBY) is working toward its goal of entering the electric vertical take-off and landing (eVTOL) industry. The eVTOL industry is only just getting started but packs significant upside potential. Grand View Research estimates that it could soar to $28.6 billion by the end of the decade. With commercial flights yet to begin, Joby Aviation stock remains a narrative-driven investment, or a story stock, at this point. Investors are justified in wondering whether it's a buy, sell, or hold in 2026. Here's why holding may make the most sense for long-term investors right now. Continue reading
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.9% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.9% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.
Why Palantir Technologies (PLTR) Stock Is Up Today What Happened? Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.9% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector. Cisco's impressive results were driven by strong demand from hyperscaler clients, t...
Why Palantir Technologies (PLTR) Stock Is Up Today What Happened? Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.9% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector. Cisco's impressive results were driven by strong demand from hyperscaler clients, the massive companies that dominate cloud computing, who are pouring capital into artificial intelligence infrastructure. This report was viewed by investors as a positive bellwether for the entire tech ecosystem. The voracious appetite for AI is not only benefiting chipmakers but also the companies providing the essential networking hardware required to support these advanced systems. Cisco's performance reinforces the market narrative that the AI boom is generating substantial and sustained spending across the broader technology landscape, lifting investor sentiment sector-wide. After the initial pop the shares cooled down to $133.38, up 2.5% from previous close. Is now the time to buy Palantir Technologies? Access our full analysis report here, it’s free. What Is The Market Telling Us Palantir Technologies’s shares are very volatile and have had 28 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 1 day ago when the stock dropped 4.2% on the news that the April PPI report sent Treasury yields to 10-month highs, with the 10-year yield rising to 4.49%. This 'sticky and accelerating' inflation data effectively eliminated 2026 rate-cut hopes, raising the discount rate applied to long-duration growth earnings. BNN Bloomberg noted technology-related inflation was emerging as a structural concern, with computer software prices up year-over-year, potentially triggering a pullback in ent...
Archer Aviation (NYSE:ACHR) , which develops electric aircraft for urban air taxi operations, closed Monday at $5.92, down 2.15%. The stock moved lower as investors focused on liquidity and execution risks. Trading volume reached 56.2 million shares, about 78% above its three-month average of 31.6 million shares. Archer Aviation IPO'd in 2020 and has fallen 41% since going public. S&P 500 (SNPINDE...
Archer Aviation (NYSE:ACHR) , which develops electric aircraft for urban air taxi operations, closed Monday at $5.92, down 2.15%. The stock moved lower as investors focused on liquidity and execution risks. Trading volume reached 56.2 million shares, about 78% above its three-month average of 31.6 million shares. Archer Aviation IPO'd in 2020 and has fallen 41% since going public. S&P 500 (SNPINDEX:^GSPC) slipped 0.07% to 7,403, while the Nasdaq Composite (NASDAQINDEX:^IXIC) fell 0.51% to finish at 26,091. Within aerospace & defense, industry peers Joby Aviation (NYSE:JOBY) closed at $10.35, down 0.10%, and Vertical Aerospace (NYSE:EVTL) ended at $2.43, falling 4.71%, underscoring pressure across electric vertical takeoff and landing (eVTOL) developers. Continue reading
Oil fell after President Donald Trump said he’d called off a strike on Iran planned for Tuesday following an appeal by Persian Gulf allies. West Texas Intermediate for July dropped below $103 a barrel, after rising 3.3% on Monday, while Brent closed above $112. Trump said in a social media post that the leaders of Saudi Arabia, Qatar and the United Arab Emirates asked “to hold off on our planned M...
Oil fell after President Donald Trump said he’d called off a strike on Iran planned for Tuesday following an appeal by Persian Gulf allies. West Texas Intermediate for July dropped below $103 a barrel, after rising 3.3% on Monday, while Brent closed above $112. Trump said in a social media post that the leaders of Saudi Arabia, Qatar and the United Arab Emirates asked “to hold off on our planned Military attack of the Islamic Republic of Iran, which was scheduled for tomorrow, in that serious negotiations are now taking place.” Oil has rallied on uncertainty about the talks, and the possibility that the near-total closure of the Strait of Hormuz will choke off Persian Gulf energy supplies for longer. Trump has repeatedly threatened renewed military action against Iran without following through, and Tehran didn’t immediately confirm renewed discussions. “The president’s calling off tomorrow’s ‘scheduled’ attack is a positive,” said Mark Malek , chief investment officer at Muriel Siebert & Co. “The change of plans just shows how stochastic the situation is with negotiations.” Trump said the US is prepared to attack if an acceptable deal isn’t reached but didn’t set a deadline. “I put it off for a little while, hopefully maybe forever, but possibly for a little while, because we’ve had very big discussions with Iran, and we’ll see what they amount to,” he said at a White House event on Monday evening, hours after his social media post. A US naval blockade has left Iran’s Kharg Island oil terminal idle for at least 10 days, cutting off Tehran’s petroleum revenues and withdrawing millions of barrels from the market. That’s a reversal for the Islamic Republic, which had been the strait’s dominant crude exporter after barring other nations’ vessels from the waterway. Crude briefly pared gains Monday after Iran’s semi-official Tasnim news agency reported that Washington had proposed a temporary waiver on oil sanctions until a final deal is reached. A US official who refused...
Toray Industries press release ( TRYIY ): FY GAAP EPS of ¥52.87. Revenue of ¥2.59T. More on Toray Industries Toray Industries, Inc. (TRYIY) Discusses Medium- and Long-Term Vision, Management Strategy, and Progress on IGNITION 2028 Program Prepared Remarks Transcript Toray Industries, Inc. 2026 Q3 - Results - Earnings Call Presentation Historical earnings data for Toray Industries Financial informa...
Toray Industries press release ( TRYIY ): FY GAAP EPS of ¥52.87. Revenue of ¥2.59T. More on Toray Industries Toray Industries, Inc. (TRYIY) Discusses Medium- and Long-Term Vision, Management Strategy, and Progress on IGNITION 2028 Program Prepared Remarks Transcript Toray Industries, Inc. 2026 Q3 - Results - Earnings Call Presentation Historical earnings data for Toray Industries Financial information for Toray Industries
A Morgan Stanley -led group has reached a deal to sell its lease of Chicago’s parking meters to New York-based Stonepeak, Mayor Brandon Johnson’s office said on Monday. The two parties have signed a purchase and sale agreement, according to a spokesperson for Johnson. The transaction is subject to City Council approval, and an ordinance is set to be introduced this week. The price and other detail...
A Morgan Stanley -led group has reached a deal to sell its lease of Chicago’s parking meters to New York-based Stonepeak, Mayor Brandon Johnson’s office said on Monday. The two parties have signed a purchase and sale agreement, according to a spokesperson for Johnson. The transaction is subject to City Council approval, and an ordinance is set to be introduced this week. The price and other details weren’t immediately known. “The City has received notice that the process initiated last year by Chicago Parking Meters, LLC to pursue a transfer of its rights to metered parking assets in Chicago has advanced to the signing of a purchase and sale agreement with Stonepeak Partners,” according a statement from the city spokesperson. Spokespeople for Morgan Stanley and Stonepeak didn’t immediately respond to requests for comment. In 2008, then-Chicago Mayor Richard M. Daley sold the lease on the meters for $1.15 billion to the Morgan Stanley-led group, which also included Allianz Capital Partners and the Abu Dhabi Investment Authority. The lease is 75 years and expires in 2084. In the decades since, the original deal has been widely panned. It came to be seen as representing how Wall Streets banks profited from leasing taxpayer-owned properties when cities needed cash to close budgets during the Great Recession. The group increased parking fees across the city, jumping from $3 in 2009 to $7 an hour currently at some meters downtown. Johnson explored a $3.2 billion bid in January before deciding to walk away, Crain’s Chicago Business reported at the time. The group has already recouped their investment less than 20 years into the lease. Allianz Capital and Abu Dhabi Investment Authority also did not immediately respond to requests for comment. Chicago Parking Meters LLC, the consortium formed by the owners of the lease, declined to comment. Read More: A Windfall for Investors, a Loss for Chicago
McDonald's Worker Axed After Viral Video Shows Her Shoving Fries In Mouth Then Back In Box A Massachusetts McDonald’s worker was axed from her job after a revolting video captured her putting French fries into her mouth and then placing them back into a box, the Worcester Telegram & Gazette reports. "So you want French fries today, right?" the worker appears to ask a customer while looking into th...
McDonald's Worker Axed After Viral Video Shows Her Shoving Fries In Mouth Then Back In Box A Massachusetts McDonald’s worker was axed from her job after a revolting video captured her putting French fries into her mouth and then placing them back into a box, the Worcester Telegram & Gazette reports. "So you want French fries today, right?" the worker appears to ask a customer while looking into the camera as she puts the fries from her mouth back in a box. 🚨 McDonald’s employee in Southbridge caught on camera STUFFING FRIES IN HER MOUTH before serving them to customers She literally puts a handful in her mouth, chews them up, then drops them into the red carton like it’s normal. The video went viral and now there’s a full probe… pic.twitter.com/U2XPCEBsxt — i Expose Racists & Pedos (@SeeRacists) May 13, 2026 The vile clip went viral last week, prompting Southbridge police to launch an investigation alongside local health officials. “We are also working to determine whether the food was ultimately served to a customer and to identify any individual who may have been affected,” police said, according to the New York Post . The nauseating scene triggered an immediate customer backlash at the restaurant, leaving its owners in full damage-control mode. “ The actions of these individuals are unacceptable and do not reflect our organization’s food safety standards or values. We conducted an internal review, and they are no longer employed by our organization,” the Spadea and Balducci families said in a joint statement obtained by the Post . “We are proactively working with local authorities and the local health department, who found no public health concerns or violations. The wellbeing and safety of our Southbridge community remains our top priority.” The fired employee, who has yet to be publicly identified, will also face criminal charges at the Dudley District Court. Tyler Durden Mon, 05/18/2026 - 18:00
A growing list of companies in Southeast Asia are sounding the warning bell over rising energy costs and weakening consumer demand as the conflict in the Middle East drags into its third month. Earnings downgrades have been steepest in the Philippines and Thailand, according to Bloomberg Intelligence analyst Sufianti . Inflation surged to a three-year high in the Philippines, which imports nearly ...
A growing list of companies in Southeast Asia are sounding the warning bell over rising energy costs and weakening consumer demand as the conflict in the Middle East drags into its third month. Earnings downgrades have been steepest in the Philippines and Thailand, according to Bloomberg Intelligence analyst Sufianti . Inflation surged to a three-year high in the Philippines, which imports nearly all of its fuel from the Middle East, while Thailand’s economy relies heavily on tourism. Indonesia and Malaysia have fared better, backed by stronger commodity prices that have helped offset rising energy costs. Companies in Singapore and Vietnam, meanwhile, are faced with rising logistical costs as supply routes are disrupted. Here’s a roundup, based on statements made around earnings, of how Southeast Asian companies are responding. Aviation and Tourism The aviation industry is among the hardest hit as more expensive tickets disrupt travel demand. AirAsia X Bhd. , Singapore Airlines Ltd. and Thai Airways International Pcl have all responded to rising jet fuel costs with fare hikes, fuel surcharges, route cuts and tighter spending controls, while Vietnam Airlines JSC said it activated contingency plans to continue to operate amid the disruption. Airports of Thailand Pcl said higher ticket prices and cancellations have started to hurt traffic, prompting the state-controlled airport operator to offer incentives and discounts. Consumer, Food and Retail Rising fuel and freight costs have eroded household purchasing power. Fried chicken chain Jollibee Foods Corp. reported a 39% profit drop due to higher commodity and supply-chain expenses, prompting a review of its expansion plans. Charoen Pokphand Foods Pcl of Thailand warned that transport and raw material prices could continue climbing as freight disruptions affect animal feed supplies. Casino operator Genting Singapore Ltd. flagged softer travel demand and weaker consumer sentiment as airfares and living costs rise, while ...
F5 (NASDAQ: FFIV) stock was a nearly 5% gainer on the first trading day of the week. The application delivery and security specialist's equity rose after an analyst upgraded his recommendation on the company. Well before market open, Evercore ISI's Amit Daryanani changed his F5 recommendation for the better, lifting it one peg to outperform (read: buy) from his previous in line (hold). He also rai...
F5 (NASDAQ: FFIV) stock was a nearly 5% gainer on the first trading day of the week. The application delivery and security specialist's equity rose after an analyst upgraded his recommendation on the company. Well before market open, Evercore ISI's Amit Daryanani changed his F5 recommendation for the better, lifting it one peg to outperform (read: buy) from his previous in line (hold). He also raised his price target substantially, to $475 per share from $320. Continue reading