Alphabet is about to make a trillion dollar climb in less than 90 days. The tech conglomerate is roughly 2% away from a $5 trillion market value, with both classes of its shares on pace for a record closing high.
Alphabet is about to make a trillion dollar climb in less than 90 days. The tech conglomerate is roughly 2% away from a $5 trillion market value, with both classes of its shares on pace for a record closing high.
Images By Tang Ming Tung Inter & Co. ( INTR ) stock slipped 1.6% in late morning trading on Monday after Citi downgraded the stock to Neutral from Buy on the basis that the stock's ~150% re-rating means its valuation fairly reflects a mid-teens return on equity path. Analyst Gustavo Schroden sees the Brazilian bank facing near-term challenges of higher cost of risk, deteriorating asset quality, an...
Images By Tang Ming Tung Inter & Co. ( INTR ) stock slipped 1.6% in late morning trading on Monday after Citi downgraded the stock to Neutral from Buy on the basis that the stock's ~150% re-rating means its valuation fairly reflects a mid-teens return on equity path. Analyst Gustavo Schroden sees the Brazilian bank facing near-term challenges of higher cost of risk, deteriorating asset quality, and persistently high expenses. "Operating expenses continue to surprise on the upside, with personnel costs up ~20% Y/Y despite stable headcount, indicating a structurally more expensive workforce," he wrote in a note to clients. "As a result, operating leverage has stalled, efficiency gains have paused, and we see limited visibility for near-term margin recovery, prompting downward revisions to 2026–27E earnings." Longer-term headwinds also loom. Beyond cyclical pressures, structural challenges to revenue growth include decelerating fee income, especially in credit cards, and a shift toward lower-margin secured lending, intense competition, and limited opportunities to cross-sell products. "After a great run since the introduction of the 60/30/30 guidance, the stock has delivered a ~150% USD return with an important re-rating in multiples," Schroden wrote. "With low visibility ahead and low-hanging fruits already incorporated, we think the next leg of delivery could be more challenging, while valuation reflects already some credibility in terms of ROE achievements." Citi's Neutral rating on Inter & Co. ( INTR ) aligns with the SA Quant rating of Neutral and contrasts with the average SA Analyst rating and average Wall Street rating of Buy. More on Inter & Co Inter & Co, Inc. (INTR) Analyst/Investor Day - Slideshow Inter & Co, Inc. (INTR) Q1 2026 Earnings Call Transcript Inter Q1: This Is The Definition Of Market Irrationality Seeking Alpha’s Quant Rating on Inter & Co Historical earnings data for Inter & Co
More on Dominion Energy, NextEra Energy NextEra Energy: The Utility Built For The Data Center Power Crunch Dominion Energy, Inc. 2026 Q1 - Results - Earnings Call Presentation Dominion Energy, Inc. (D) Q1 2026 Earnings Call Transcript Biggest stock movers Monday: NBIS, UNH, REGN, D, and more NextEra Energy, Dominion confirm merger deal to create world's largest regulated electric utility
More on Dominion Energy, NextEra Energy NextEra Energy: The Utility Built For The Data Center Power Crunch Dominion Energy, Inc. 2026 Q1 - Results - Earnings Call Presentation Dominion Energy, Inc. (D) Q1 2026 Earnings Call Transcript Biggest stock movers Monday: NBIS, UNH, REGN, D, and more NextEra Energy, Dominion confirm merger deal to create world's largest regulated electric utility
Zambia’s state-controlled mining investment firm has formed a joint venture to formalize the artisanal gold trade in a region of the southern African country. ZCCM Investments Holdings Plc said on Monday it will hold 51% of Kyalo Goldfields Ltd.’s shares, while Mining Mineral Resources Sprl will own the rest. The new vehicle, which was incorporated on May 6, will operate in a part of North-Western...
Zambia’s state-controlled mining investment firm has formed a joint venture to formalize the artisanal gold trade in a region of the southern African country. ZCCM Investments Holdings Plc said on Monday it will hold 51% of Kyalo Goldfields Ltd.’s shares, while Mining Mineral Resources Sprl will own the rest. The new vehicle, which was incorporated on May 6, will operate in a part of North-Western Province that was the site of a disorderly gold rush that began last year. Kyalo’s key activities will include supporting the formalization of safe artisanal mining in the Kikonge area, as well as introducing more mechanized gold production and developing processing capabilities, ZCCM said. The joint venture “represents a key step in ZCCM-IH’s strategy to expand its footprint in the gold sector and strengthen Zambia’s gold value chain,” according to the company’s statement. Thousands of people descended on Kikonge from mid-2025 to dig for the precious metal that’s experienced a record-breaking rally in recent years. Security forces intervened to clear artisanal miners from the site. MMR is headquartered in neighboring Democratic Republic of Congo where, in addition to gold, it specializes in mining and processing tin, tantalum and tungsten. Another firm in the same conglomerate is already a shareholder in a joint venture that launched Congo’s first state-backed gold refinery in March. Both Zambia and Congo are trying to capture more value from a trade historically linked to smuggling, which deprives governments of tax revenues. Read More: Congo State-Gold Company Launches Country’s First Gold Refinery
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. Stocks were mixed Monday as investors rotated back into software names while many AI hardware and data center stocks pulled back. "Software is reigning supreme, and hardware is selling down," Jim said. Club holding Salesforce and cloud computing c...
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. Stocks were mixed Monday as investors rotated back into software names while many AI hardware and data center stocks pulled back. "Software is reigning supreme, and hardware is selling down," Jim said. Club holding Salesforce and cloud computing company ServiceNow climbed roughly 3% and 6.5%, respectively. Meanwhile, Micron Technology fell nearly 4%. Jim said the market continues to shift between themes as investors rotate out of high-flying AI infrastructure stocks and into previously lagging areas of the market. "I would like to buy the hardware when it's down and sell the software when it's up," he said. 2. Club holding TJX Companies is on Jim's radar after the stock pulled back roughly 10% from recent highs ahead of earnings last Wednesday. Jim argued the sell-off created an opportunity in the off-price retailer, so the Club bought a small number of shares on Friday. "TJX is at a level that makes no sense," Jim said. He added that the company is well-positioned if consumers become more price-conscious amid inflation concerns. Struggling retailers who need to get rid of excess inventory, he noted, may also turn to TJX to help clear it. 3. Club name Home Depot reports earnings Tuesday morning. The stock dropped roughly 8.5% this month as elevated mortgage rates and a sluggish housing market continue to weigh on home improvement spending. "Even if they say things are just okay, that would be very big," Jim said. "Why? Because this is a good company." He argued the weakness in the stock reflects broader housing concerns rather than company-specific problems. He added that rival Lowe's may currently be in a slightly better position because of its greater exposure to do-it-yourself customers, while Home Depot has more exposure to professional contractors. 4. Stocks covered in Monday's rapid fire at the end of the vide...
The retiree in this scenario left work at 67 with a $1.5 million portfolio and a straightforward plan: withdraw $60,000 annually alongside $32,000 in Social Security for a retirement income of about $92,000 a year. Four years later, the portfolio has fallen to roughly $1.1 million. A pair of bad market years early in retirement, ... What Retirement Really Looks Like at 71 With $1.1 Million After T...
The retiree in this scenario left work at 67 with a $1.5 million portfolio and a straightforward plan: withdraw $60,000 annually alongside $32,000 in Social Security for a retirement income of about $92,000 a year. Four years later, the portfolio has fallen to roughly $1.1 million. A pair of bad market years early in retirement, ... What Retirement Really Looks Like at 71 With $1.1 Million After Three Years of Sequence-of-Returns Damage
On an earnings call last summer, Musk claimed that Tesla’s robotaxi fleet would soon be serving half the country. But reporters in Texas found the service was in beta mode.
On an earnings call last summer, Musk claimed that Tesla’s robotaxi fleet would soon be serving half the country. But reporters in Texas found the service was in beta mode.
In this video, I will provide a quick update on SoFi (NASDAQ: SOFI). Watch the short video to learn more, consider subscribing, and click the special offer link below.
In this video, I will provide a quick update on SoFi (NASDAQ: SOFI). Watch the short video to learn more, consider subscribing, and click the special offer link below.
EQT AB has won the mandate to manage a new European Union fund for investing in quantum computing, artificial intelligence and other deep tech companies. The Swedish investment firm has been selected as the external fund manager for the €5 billion ($5.8 billion) Scaleup Europe Fund, according to a statement Monday that confirmed a Bloomberg News report . The vehicle will focus on privately-owned E...
EQT AB has won the mandate to manage a new European Union fund for investing in quantum computing, artificial intelligence and other deep tech companies. The Swedish investment firm has been selected as the external fund manager for the €5 billion ($5.8 billion) Scaleup Europe Fund, according to a statement Monday that confirmed a Bloomberg News report . The vehicle will focus on privately-owned European technology companies from Series B funding rounds onward. “The world is moving faster than ever before, in terms of the impact that AI technology is having on many subsectors,” EQT’s CEO Per Franzén said in an interview. “There’s a window of opportunity in this moment in time for Europe to drive a bolder agenda.” Entities linked to some of the region’s top banks, insurers and pension funds have agreed to be founding investors in the Scaleup Europe Fund. These include APG Asset Management , Mouro Capital and Novo Holdings . EQT partners Ted Persson and Victor Englesson have been proposed as co-heads of the EU fund’s advisory team, while the firm’s ex-CEO Christian Sinding has been put forward to chair its investment committee. Europe is keen to invest in homegrown technologies as competition from US and Chinese companies ratchets up, and is further strained by difficult ties with Beijing and Washington. Deeper capital pools in the US, meanwhile, have lured away homegrown tech groups such as music streaming firm Spotify Technology SA . “We have such a deep pool of talent, amazing entrepreneurs, startups,” Franzén said. “But too few of these manage to really scale and reach that size where they can remain independent and also become attractive for public market investors, and we want to help close that gap.” EQT, which manages around €269 billion in assets, runs an early-stage investment platform. The firm beat out competitors including France’s Eurazeo SE , Atomico and Vitruvian Partners to win the EU mandate.
Arm is destined to play a starring role in the market for server CPUs, which could quadruple to $137 billion by the end of the decade, according to Bernstein.
Arm is destined to play a starring role in the market for server CPUs, which could quadruple to $137 billion by the end of the decade, according to Bernstein.
Archer Aviation (NYSE: ACHR) has fallen roughly 50% from its 52-week high reached in October. The optimism that drove the stock over $14 per share has been replaced by the reality of its cash consumption. The company is developing electric vertical takeoff and landing (eVTOL) aircraft but has yet to generate meaningful revenue. With a quarterly cash burn of around $180 million, Archer can't afford...
Archer Aviation (NYSE: ACHR) has fallen roughly 50% from its 52-week high reached in October. The optimism that drove the stock over $14 per share has been replaced by the reality of its cash consumption. The company is developing electric vertical takeoff and landing (eVTOL) aircraft but has yet to generate meaningful revenue. With a quarterly cash burn of around $180 million, Archer can't afford prolonged delays in FAA certification. It has around $1.8 billion in liquidity, giving it a modest runway before shareholders face further dilution. Continue reading