You told us your camping must-haves, from portable pumps and blackout tents to a flask that keeps beer cold. Plus, women’s summer wardrobe updates and celeb booze, tested • Don’t get the Filter delivered to your inbox? Sign up here One thing we’ve discovered here on the Filter is that our readers are an outdoorsy bunch. Few topics have driven as many enthusiastic write-ins as when we asked for you...
You told us your camping must-haves, from portable pumps and blackout tents to a flask that keeps beer cold. Plus, women’s summer wardrobe updates and celeb booze, tested • Don’t get the Filter delivered to your inbox? Sign up here One thing we’ve discovered here on the Filter is that our readers are an outdoorsy bunch. Few topics have driven as many enthusiastic write-ins as when we asked for your best camping tips. From a strap that turns your mattress into a chair to a super-smart peg-free washing line, here are your top tips and tricks. (And no, none of you has any commercial links to these companies or products – we always check.) Fame, fantasy … and fish? Celebrity drinks put to the test ‘Don’t be fooled by fancy packaging’: the best (and worst) supermarket shortbread, tasted and rated Ditch fabric softener and give jumpers a good steam: how to make your clothes last longer Wobble boards, Duplo and screen-free stories: the top toys and gifts for three-year-olds The best umbrellas for staying dry in the wind and rain – tested on a 517m hilltop Continue reading...
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on May 11, Installed Building Products Inc's CFO, Michael Thomas Miller, invested $498,771.03 into 2,400 shares of IBP, for a cost per sha
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on May 11, Installed Building Products Inc's CFO, Michael Thomas Miller, invested $498,771.03 into 2,400 shares of IBP, for a cost per sha
panumas nikomkai/iStock via Getty Images Investment Thesis Just as I anticipated earlier, Applied Optoelectronics ( AAOI ) has become one of the market’s most debated AI infrastructure stocks on the Street. In fact, AAOI has jumped another 85% from my last coverage and nearly 7X since I first bought it when investors started to realize just how big of a play optical AI could be. AAOI is no longer ...
panumas nikomkai/iStock via Getty Images Investment Thesis Just as I anticipated earlier, Applied Optoelectronics ( AAOI ) has become one of the market’s most debated AI infrastructure stocks on the Street. In fact, AAOI has jumped another 85% from my last coverage and nearly 7X since I first bought it when investors started to realize just how big of a play optical AI could be. AAOI is no longer just a manufacturer of optical hardware. Rather, the company is transitioning into something much bigger, a vertically integrated AI connectivity infrastructure provider that operates at one of AI’s greatest constraints: bandwidth. It is not merely 800G and 1.6T transceivers that represent the greatest opportunity for growth. AI workloads are increasingly being constrained by bandwidth, which is growing at a much slower pace than compute power from GPUs. This requires hyperscale companies to rebuild their optical networks entirely. Therefore, I reaffirm the buy rating on AAOI as it is increasingly positioned at the center of AI’s bandwidth bottleneck, where hyperscaler demand for high-speed optical infrastructure still appears far ahead of available industry supply. seekingalpha.com Demand Environment Looks Much More Durable This Time Around Investors typically make the mistake of applying historical optical cycles to the current situation. Traditionally, optical spending would go way up, only to fall down soon after. The thing that sets the current environment apart, however, is that hyperscalers are designing new data centers based not on incremental capacity needs but on AI architecture designs. Hyperscalers' optical infrastructure is evolving to meet the rising demand for east-west bandwidth created by the growing number of AI clusters. This is why hyperscalers are deploying 800G and 1.6T transceivers much faster than ever before. Management commentary provided during the latest earnings call was very bullish in that regard. The company said that demand for 800G and 1.6...
In this video, I will explain why there's no dip to be bought in the AI and semi space just yet. There are other names I would buy first. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 13, 2026. The video was published on May. 13, 2026. Continue reading
In this video, I will explain why there's no dip to be bought in the AI and semi space just yet. There are other names I would buy first. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 13, 2026. The video was published on May. 13, 2026. Continue reading
Nvidia (NASDAQ: NVDA) currently has a stock price of about $220. For the stock to reach $300 per share by the end of 2026, that would require a 36% return. Most of the time, stocks only return 36% after two to three years, not six months. However, I think that's entirely possible for Nvidia's stock, especially if it can stretch this year's strength into next year. There are already signs of brewin...
Nvidia (NASDAQ: NVDA) currently has a stock price of about $220. For the stock to reach $300 per share by the end of 2026, that would require a 36% return. Most of the time, stocks only return 36% after two to three years, not six months. However, I think that's entirely possible for Nvidia's stock, especially if it can stretch this year's strength into next year. There are already signs of brewing 2027 demand, and I think that bodes well for Nvidia reaching $300 per share. Image source: The Motley Fool. Continue reading
Major earnings expected after the bell on Monday include: Agilysys ( AGYS ) Gossamer Bio ( GOSS ) Mitsubishi UFJ Financial Group ( MUFG ) XP ( XP ) Yalla Group Limited ( YALA ) For Seeking Alpha's full earnings season calendar, click here .
Major earnings expected after the bell on Monday include: Agilysys ( AGYS ) Gossamer Bio ( GOSS ) Mitsubishi UFJ Financial Group ( MUFG ) XP ( XP ) Yalla Group Limited ( YALA ) For Seeking Alpha's full earnings season calendar, click here .
DALIAN, China, May 18, 2026 (GLOBE NEWSWIRE) -- CBAK Energy Technology, Inc. (NASDAQ: CBAT) (“CBAK Energy,” or the “Company”), a leading lithium-ion battery manufacturer and electric energy solution provider in China, today reported its unaudited financial results for the first quarter ended March 31, 2026.
DALIAN, China, May 18, 2026 (GLOBE NEWSWIRE) -- CBAK Energy Technology, Inc. (NASDAQ: CBAT) (“CBAK Energy,” or the “Company”), a leading lithium-ion battery manufacturer and electric energy solution provider in China, today reported its unaudited financial results for the first quarter ended March 31, 2026.
wellesenterprises/iStock Editorial via Getty Images Qualcomm managed a remarkable reversal, but is it justified? Qualcomm investors ( QCOM ) who kept their faith in the stock very recently discovered that they are also benefiting from the AI agentic inferencing opportunity. Obviously I was flabbergasted because I downgraded QCOM in my previous update. I lamented the lack of growth momentum in its ...
wellesenterprises/iStock Editorial via Getty Images Qualcomm managed a remarkable reversal, but is it justified? Qualcomm investors ( QCOM ) who kept their faith in the stock very recently discovered that they are also benefiting from the AI agentic inferencing opportunity. Obviously I was flabbergasted because I downgraded QCOM in my previous update. I lamented the lack of growth momentum in its most important smartphone chipset revenue segment. Despite that, we heard some pretty encouraging news when management suggested that Qualcomm should see China revenue bottoming out sometime in fiscal Q3. So we will not need to wait for another full fiscal year until FY2027 to see the growth recovery coming back to support Qualcomm's core business. Also, unless you have been living in a cave or under a rock, I'm quite sure you know that memory prices have gone through the ceiling, like I've explained in my very recent Micron update ( MU ). Because of this, we know that smartphone makers, including Apple ( AAPL ), have come under the weather. But Cupertino has obviously navigated the storm much better than its Android peers. Qualcomm still faces significant challenges in the smartphone business No prizes for guessing why. Apple has always been known as the premium smartphone maker targeting the higher-end segment. Whereas for Qualcomm, its customers range from the higher end to the lower end, including the mid-range folks. Qualcomm management commentary on handset business (Qualcomm Q2 FY2026 earnings conference) I'm not trying to say that Apple doesn't target the non-premium business, which it does. However, that is not their main focus. Therefore, we actually saw volume slowing down and even flatlining for smartphones for Qualcomm. Management did provide insights on that, highlighting that they were facing challenges due to the surge in memory cost. Hence, it was really reassuring to hear management thinking that this particular surge isn't expected to persist in the secon...
Trump Media & Technology is set to merge with a fusion power company, as the broader fusion sector is seeing new regulations and receiving boosts from the White House.
Trump Media & Technology is set to merge with a fusion power company, as the broader fusion sector is seeing new regulations and receiving boosts from the White House.
wellesenterprises/iStock Editorial via Getty Images Qualcomm managed a remarkable reversal, but is it justified? Qualcomm investors ( QCOM ) who kept their faith in the stock very recently discovered that they are also benefiting from the AI agentic inferencing opportunity. Obviously I was flabbergasted because I downgraded QCOM in my previous update. I lamented the lack of growth momentum in its ...
wellesenterprises/iStock Editorial via Getty Images Qualcomm managed a remarkable reversal, but is it justified? Qualcomm investors ( QCOM ) who kept their faith in the stock very recently discovered that they are also benefiting from the AI agentic inferencing opportunity. Obviously I was flabbergasted because I downgraded QCOM in my previous update. I lamented the lack of growth momentum in its most important smartphone chipset revenue segment. Despite that, we heard some pretty encouraging news when management suggested that Qualcomm should see China revenue bottoming out sometime in fiscal Q3. So we will not need to wait for another full fiscal year until FY2027 to see the growth recovery coming back to support Qualcomm's core business. Also, unless you have been living in a cave or under a rock, I'm quite sure you know that memory prices have gone through the ceiling, like I've explained in my very recent Micron update ( MU ). Because of this, we know that smartphone makers, including Apple ( AAPL ), have come under the weather. But Cupertino has obviously navigated the storm much better than its Android peers. Qualcomm still faces significant challenges in the smartphone business No prizes for guessing why. Apple has always been known as the premium smartphone maker targeting the higher-end segment. Whereas for Qualcomm, its customers range from the higher end to the lower end, including the mid-range folks. Qualcomm management commentary on handset business (Qualcomm Q2 FY2026 earnings conference) I'm not trying to say that Apple doesn't target the non-premium business, which it does. However, that is not their main focus. Therefore, we actually saw volume slowing down and even flatlining for smartphones for Qualcomm. Management did provide insights on that, highlighting that they were facing challenges due to the surge in memory cost. Hence, it was really reassuring to hear management thinking that this particular surge isn't expected to persist in the secon...
Bonds from Frigorífico Concepción SA have plunged deep into distressed levels as the meatpacker faces looming debt payments that are more than triple its recent cash levels. The Paraguayan company’s $300 million in bonds due in 2028 are trading for just 19 cents on the dollar, down from 75 cents in September, Trace data show. Concepción owes about $65 million in debt payments in June and July, inc...
Bonds from Frigorífico Concepción SA have plunged deep into distressed levels as the meatpacker faces looming debt payments that are more than triple its recent cash levels. The Paraguayan company’s $300 million in bonds due in 2028 are trading for just 19 cents on the dollar, down from 75 cents in September, Trace data show. Concepción owes about $65 million in debt payments in June and July, including a bond coupon and $16.8 million on a Bank of America loan facility, according to a company presentation and data compiled by Bloomberg. That compares with the $16.7 million it held in US dollars at the end of last year. Concepción says it is committed to meeting its financial obligations, pledging asset sales and maneuvering to refinance its debts. “We would like to do a buyback to show the company’s support for bondholders and win back the market’s trust,” Gabriel Cordova, the company’s chief financial officer, said in an interview. The debt repurchase would be at least $10 million, he added. The company also has the intention to engage with Bank of America in negotiations over the lending facility, said Cordova, who declined further comment on the matter. Concepción has to find a total of $59 million by year-end to meet payments on the facility. Confidence Shock The meatpacker, which owns and runs slaughterhouses in Bolivia, Paraguay and Brazil, saw its bonds tumble in 2024 amid allegations of accounting fraud, though prices rebounded as PricewaterhouseCoopers found the accusations unfounded. Over the past decade, the company built, bought and leased slaughterhouses, helping boost full-year revenues to a peak of nearly $2.2 billion in 2025. The expansion, largely funded through credit, racked up $836.3 million in debt by the end of December. “We grew more than we should have,” said company director Renan De Lima, whose family controls Concepción. “Perhaps at some point the market led the company to believe there would always be new money coming in.” As problems mou...
westcowboy/iStock via Getty Images As the civil unrest in Iran escalated into a tension and involved neighboring countries, the oil market became sharp and volatile. The global economy proved to be highly sensitive to these disruptions as inflation jumped just like what happened in the US. Even so, many emerged as clear winners in the first three or four months of the year as higher oil prices ope...
westcowboy/iStock via Getty Images As the civil unrest in Iran escalated into a tension and involved neighboring countries, the oil market became sharp and volatile. The global economy proved to be highly sensitive to these disruptions as inflation jumped just like what happened in the US. Even so, many emerged as clear winners in the first three or four months of the year as higher oil prices opened new opportunities for them. Meanwhile, others capitalize on their prudent M&As to expand their pipeline capacity and asset infrastructure. This was shown by their robust performance, high liquidity, and soaring stock prices. One of them is Western Midstream Partners, LP ( WES ). However, the recent rally has narrowed the buying room, so it may not be a screaming buy at this level. Nonetheless, there are still some opportunities and considerations that justify it. WES Q1 2026: A Strong Start Western Midstream Partners LP started the year with strong results with its continued expansion. Macroeconomic volatility may have intensified, but its operational strength and well-diversified business model were highlighted. In Q1 2026, its operating revenue amounted to $1.12B , up 22.4% YoY from $917.1M. This was its highest YoY growth and the first time it reached 20% in two years . Various factors drove this, and one is its continued expansion to support its increasing capacity and cater to more demand. The impact of its Aris acquisition also started to materialize during the quarter. With a larger capacity, it was able to get more throughput volumes. It also acquired its existing customers because the business model of midstream businesses is typically in contracts for a specific period. I also believe that the escalation of Iran War was also a contributor. Why? Just two weeks after the US and Israel involvement and Iran retaliation, oil prices skyrocketed and broke above $100. This meant more earnings for oil produced, and so, midstream companies like WES gathered, transported...
KanawatTH Deckers Brands ( DECK ) edged higher in early trading after Piper Sandler upgraded the footwear stock to a Neutral rating after having it slotted at Underweight. Analyst Anna Andreeva noted that Deckers ( DECK ) stock has lagged its universe coverage and S&P 500 Index from the February highs and is not expensive at 13X FY27 EPS estimate. While the firm expects an FQ4 earnings beat, an Ov...
KanawatTH Deckers Brands ( DECK ) edged higher in early trading after Piper Sandler upgraded the footwear stock to a Neutral rating after having it slotted at Underweight. Analyst Anna Andreeva noted that Deckers ( DECK ) stock has lagged its universe coverage and S&P 500 Index from the February highs and is not expensive at 13X FY27 EPS estimate. While the firm expects an FQ4 earnings beat, an Overweight rating is seen as unwarranted due to its more cautious stance on the sneaker category and HOKA's lack of diversification in silhouettes outside of max cushioning. The firm set a price target of $100 on DECK based on a 14X multiple to the FY27 EPS estimate. Deckers Brands ( DECK ) is due to report earnings on May 21. Options trading implies a 12.0% share price move after the report is released. Deckers ( DECK ) soared 19.5% after its last earnings report. More on Deckers Outdoor Deckers: As Hoka Turns The Corner, So Can The Stock Deckers: Material Improvement Since Last Hold, But Q4 Could Be The Proving Ground Deckers brings back the pandemic favorite UGG Fluff Yeah line Deckers Outdoor's UGG and HOKA's consistent growth earns a new Bull at Argus Seeking Alpha’s Quant Rating on Deckers Outdoor
Earnings Call Insights: Sachem Capital Corp. (SACH) Q1 2026 Management View "Earlier today, Sachem issued a press release announcing that the company has entered into a definitive contribution agreement with Industrial Realty Group, or IRG, to create a scaled industrial lease-driven public equity REIT with a real estate capital solutions platform." (Investor Relations Stephen Swett) "Post closing,...
Earnings Call Insights: Sachem Capital Corp. (SACH) Q1 2026 Management View "Earlier today, Sachem issued a press release announcing that the company has entered into a definitive contribution agreement with Industrial Realty Group, or IRG, to create a scaled industrial lease-driven public equity REIT with a real estate capital solutions platform." (Investor Relations Stephen Swett) "Post closing, Sachem will publicly rebrand as IRG Realty Trust, Inc., or IRGT." (Investor Relations Swett) "This morning, we announced that we have entered into a definitive contribution agreement with Industrial Realty Group that, when completed, will create IRG Realty Trust, Inc. or IRGT a $3.4 billion enterprise value publicly listed industrial REIT with a real estate capital solutions platform." (Founder, Chairman, President & CEO John Villano) "IRG contributing 98 industrial assets into Sachem to form IRGT, which will be structured as an UPREIT." (CEO Villano) "IRG is expected to own approximately 94.1% of IRGT through newly created OP units with existing Sachem shareholders owning approximately 5.9%." (CEO Villano) "Concurrent with closing, we expect to complete a 20:1 reverse stock split, which implies a post-split reference price of approximately $40 per common share, assuming a $2 stock price at close." (CEO Villano) "IRGT is expected to emerge with leverage around 8x with a visible path to achieve sub-6x leverage over time through organic cash flow growth and disciplined balance sheet management." (CEO Villano) "IRG currently manages more than 200 properties with approximately 100 million square feet of total space." (President, Founder & Chairman of the Board Stuart Lichter) Outlook "This transaction is expected to close by year-end 2026 subject to customary closing conditions and approval by Sachem shareholders." (CEO Villano) "Between signing and closing, it is anticipated that Scotiabank acting as lead financial adviser and current lender to IRG will work as a lead arrange...
Uniti Wholesale, a unit of Uniti Group ( UNIT ), announced on Monday new fiber infrastructure expansion and customer agreements across Jackson, Birmingham, and Tulsa. The company is expanding its network to support growing hyperscale and cloud demand in the South-Central U.S. The expansion follows the company's previously announced 20-year, $500M customer contract and plans to expand 1,100 route m...
Uniti Wholesale, a unit of Uniti Group ( UNIT ), announced on Monday new fiber infrastructure expansion and customer agreements across Jackson, Birmingham, and Tulsa. The company is expanding its network to support growing hyperscale and cloud demand in the South-Central U.S. The expansion follows the company's previously announced 20-year, $500M customer contract and plans to expand 1,100 route miles of ultra-high-capacity fiber infrastructure. The stock is trading slightly higher at ~$11.12. Source: Press Release More on Uniti Group Uniti Group Inc. 2026 Q1 - Results - Earnings Call Presentation Uniti Group Inc. (UNIT) Q1 2026 Earnings Call Transcript Uniti Group's Surge Was Well Deserved Uniti Group beats Q1 expectations with record consumer fiber gross additions Uniti targets 450,000-500,000 new fiber homes in 2026 while highlighting $1B nonrecurring cash revenue by 2028
NVIDIA (NASDAQ:NVDA) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever. But here’s what you should actually be watching. The chip is the glamour layer. The unglamorous layer is the gear that keeps the chip from cooking itself. Modern AI training racks pull tens of ... AI Data Center Boom: 3 Behind the Scenes Names Protecting H...
NVIDIA (NASDAQ:NVDA) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever. But here’s what you should actually be watching. The chip is the glamour layer. The unglamorous layer is the gear that keeps the chip from cooking itself. Modern AI training racks pull tens of ... AI Data Center Boom: 3 Behind the Scenes Names Protecting Headline Chipmakers
NextEra Energy agreed to pay about $67 billion in stock for Dominion Energy in the biggest power acquisition ever. Bloomberg's Emily Forgash reports on "Bloomberg Open Interest." (Source: Bloomberg)
NextEra Energy agreed to pay about $67 billion in stock for Dominion Energy in the biggest power acquisition ever. Bloomberg's Emily Forgash reports on "Bloomberg Open Interest." (Source: Bloomberg)
Over the past decade, Vanguard Growth ETF (NYSEARCA:VUG) returned 427% while Invesco QQQ Trust (NASDAQ:QQQ) delivered 563%. VUG’s broader CRSP index dilutes winners. QQQ concentrates them, and downturns barely separated the two. Over five years, VUG gained 98% against QQQ’s 113%. At 0.18%, QQQ’s expense ratio and concentration profile explain the performance gap. Why index ... History Says VUG Is ...
Over the past decade, Vanguard Growth ETF (NYSEARCA:VUG) returned 427% while Invesco QQQ Trust (NASDAQ:QQQ) delivered 563%. VUG’s broader CRSP index dilutes winners. QQQ concentrates them, and downturns barely separated the two. Over five years, VUG gained 98% against QQQ’s 113%. At 0.18%, QQQ’s expense ratio and concentration profile explain the performance gap. Why index ... History Says VUG Is Not Worth Your Money. Hold This Instead
Alphabet Inc (NASDAQ:GOOG) is preparing to kick off its annual Google I/O developer conference on May 19, with Bank of America expecting a broad slate of artificial intelligence announcements that could reinforce the company's position at the forefront of the AI race. The keynote is scheduled...
Alphabet Inc (NASDAQ:GOOG) is preparing to kick off its annual Google I/O developer conference on May 19, with Bank of America expecting a broad slate of artificial intelligence announcements that could reinforce the company's position at the forefront of the AI race. The keynote is scheduled...