Advanced Micro Devices: AI Dream Faces Market Jitters TipRanks

Mastercard (NYSE:MA) announced a deal to acquire BVNK, a platform that connects crypto and traditional payments, as part of its global digital payments strategy. The UK Financial Conduct Authority has opened a competition investigation into Mastercard's digital wallet arrangements. Mastercard also launched a new partnership with JD.com to develop AI-powered and agentic commerce solutions that integrate its payment infrastructure. For investors watching NYSE:MA, these moves highlight how a...

jetcityimage/iStock Editorial via Getty Images Summary Wyndham Hot els & Resorts stock is up around 7% YTD but I do not expect any sustainable share price increase given management's recent guidance of flattish earnings growth this year in terms of EPS and RevPAR which are both slowing on a yoy basis compared to 2025. While the company has seen good room inventory growth and has a strong room build pipeline, none of that is contributing to strong earnings growth. An uncertain demand environment in the near term may not result in significant pricing upside for hotels. I rate the stock as a HOLD given limited share price catalysts. Company background Wyndham Hotels & Resorts ( WH ) is one of the largest hotel franchisers worldwide. The company does not own any hotels and this asset light model enables revenues to grow quickly through marketing fees, royalties, ancillary revenue and initial start-up fees. WH has a room inventory of 869k across 25 brands and 8,400 hotels . The hotels are spread over 100 countries mainly targeting the leisure travel segment. WH operates hotels across all economic demographic segments including premium (Registry Collection, Dolce), upscale (Wyndham, Vienna House), midscale (La Quinta, Hawthorn Suites) and economy (Days Inn, Super 8, Travelodge), specialized/vacation (Waterwalk, WorldMark). As of 1Q26 , 58% of WH's rooms are located within the United States. WH 10-Q Royalties/franchise fees along with marketing/reservation/loyalty fees make up the majority of revenue. With the exception of franchise fees which are initially paid upon franchise setup, the remaining fees are paid from a percentage of gross revenue from the franchisee ( ~10% of revenue) . 1Q26 review - flat all around 1Q26 results beat analyst estimates for both revenue and EPS. Revenue came in at $327m (+3% yoy, consensus $320m). Headline EPS was $0.96 (+12% yoy, consensus $0.85). However, adjusted EBITDA of $327m was -1% yoy on a comparable basis. Despite the beat, the shar...

Khadija Shaw set the agenda again, scoring her 20th and 21st goals in 22 WSL games in what could be her penultimate game in sky blue as City secured a comfortable win over West Ham before they hoisted the WSL trophy aloft for the first time in 10 years. What will Manchester City look like without the Jamaican forward? City fans will be hoping they don’t have to find out, but with bigger offers in from other clubs the striker is leaving unless the club do a sharpest and most grovelling of u-turns. Continue reading...

Key PointsRanger added 345,554 shares of WaterBridge Infrastructure; estimated trade size was $8.23 million (based on quarterly average price).

According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Patient Square Capital LP disclosed the purchase of 210,000 shares of Nektar Therapeutics (NASDAQ:NKTR) . The estimated value of the trade was $11.96 million based on the average closing price for the first quarter of 2026. The quarter-end value of this new position stood at $15.11 million, reflecting the valuation shift, including price movement. Nektar Therapeutics is a clinical-stage biotechnology company focused on advancing novel immunotherapies for cancer and autoimmune conditions. Leveraging a robust pipeline and strategic collaborations with leading pharmaceutical companies, Nektar aims to address significant gaps in current treatment options. The company's expertise in cytokine engineering and immunomodulation positions it as a key innovator within the biotechnology sector. If Patient Square acquired its new Nektar Therapeutics Position in the first half of the first quarter, it was a very lucrative bet for the firm. Shares of the biopharmaceutical company more than doubled in February after the company reported successful results from the phase 2b Rezolve-AD clinical trial, which treated eczema patients with rezpegaldesleukin. Continue reading

Tesla ( TSLA ) has increased the prices of its Model Y cars in the U.S. for the first time in two years, according to the EV maker’s website. The price adjustments, reaching up to $1,000, affect Model Y premium trims, and there will be no impact on entry-level options, Tesla ( TSLA ) shareholder and content creator Sawyer Merritt said in an X post. The company has raised the price of its Model Y Premium rear-wheel drive and all-wheel drive by $1,000 each to $45,990 and $49,990, respectively. ​The top-tier Model ​Y ⁠ Performance all-wheel drive now starts at $57,990, a modest $500 increase. The entry-level Model Y RWD and the base Model Y AWD will continue to be sold in the U.S. at $39,990 and $41,990, respectively. More on Tesla Tesla: It's All Downhill From Here Tesla: Another Chance To Sell (Technical Analysis) Tesla's Five-Front Strategy: Why No Rival Can Match Its Full Scope Geopolitical uncertainty reigns, but the AI trade hasn't slowed down Musk's attorney apologizes to jury for his absence in OpenAI case

Tesla ( TSLA ) has increased the prices of its Model Y cars in the U.S. for the first time in two years, according to the EV maker’s website. The price adjustments, reaching up to $1,000, affect Model Y premium trims, and there will be no impact on entry-level options, Tesla ( TSLA ) shareholder and content creator Sawyer Merritt said in an X post. The company has raised the price of its Model Y Premium rear-wheel drive and all-wheel drive by $1,000 each to $45,990 and $49,990, respectively. ​The top-tier Model ​Y ⁠ Performance all-wheel drive now starts at $57,990, a modest $500 increase. The entry-level Model Y RWD and the base Model Y AWD will continue to be sold in the U.S. at $39,990 and $41,990, respectively. More on Tesla Tesla: It's All Downhill From Here Tesla: Another Chance To Sell (Technical Analysis) Tesla's Five-Front Strategy: Why No Rival Can Match Its Full Scope Geopolitical uncertainty reigns, but the AI trade hasn't slowed down Musk's attorney apologizes to jury for his absence in OpenAI case

Is NVIDIA Corporation (NVDA) Among the Most Profitable Tech Stocks to Buy? Yahoo Finance

NVIDIA Corporation (NASDAQ:NVDA) is one of the 9 Most Profitable Tech Stocks to Buy Right Now. On May 13, 2026, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang will join Donald Trump on a Beijing trip, raising expectations that stalled H200 chip sales to China could advance. Reuters, citing a source, said Trump called […]

InterDigital, Inc. (NASDAQ:IDCC) is one of the 9 Most Profitable Tech Stocks to Buy Right Now. On April 30, InterDigital, Inc. (NASDAQ:IDCC) reported first quarter 2026 figures topped guidance, reporting revenue, adjusted EBITDA, and EPS above internal targets while reaffirming full year outlook. CEO Liren Chen said the company signed six agreements, including a Xiaomi […]

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 9 Most Profitable Tech Stocks to Buy Right Now. On May 13, 2026, Reuters reported that US District Judge Paul Oetken ordered Palantir Technologies Inc. (NASDAQ:PLTR) to arbitrate claims accusing three former engineers of using confidential information to build rival firm Percepta AI. The District Judge rejected […]

Palantir (PLTR) Must Arbitrate Claims made by Former Staffers who Started a Rival Company, Judge says Yahoo Finance

Microsoft Corporation (NASDAQ:MSFT) is one of the 9 Most Profitable Tech Stocks to Buy Right Now. On May 10, Reuters, citing Bloomberg News, reported that Microsoft Corporation (NASDAQ:MSFT)’s East Africa data center project has stalled as talks with Kenya broke down over guaranteed payment demands. Bloomberg News, citing people familiar with the matter, reported that […]

Microsoft’s (MSFT) African Data Center Struggles with Payment Requests, Bloomberg News Reports Yahoo Finance

Palantir Technologies Inc stock (US69608A1088): strong earnings growth, high valuation keeps debate AD HOC NEWS

Wall Street’s major market averages ended lower on Friday as tech stocks fell and U.S. Treasury yields marched higher following the U.S.-China summit ending. Wall Street had a slew of upgrades and downgrades from analysts. Here are some of the major calls for the week: Dell downgraded as UBS sees AI server demand 'largely priced in' Dell ( DELL ) was downgraded at UBS to Neutral from Buy as the investment firm said it sees demand for artificial intelligence servers as “largely priced in.” “We downgrade DELL shares to Neutral from Buy as the risk/reward going forward is more balanced following strong execution over the past 12 months as the shares are up ~170% vs. the S&P 500 up ~30%,” analyst David Vogt wrote, adding that there is upside likely from AI, but it's likely already reflected. “However, since the company guide, several individuals of an AI competitor were charged with exporting Nvidia GPU based servers illegally. Therefore, we believe that neoclouds, enterprises, and sovereigns could shift future orders towards Dell.” However, the brokerage upped PT to $243 from $167. J&J upgraded on growth prospects Leerink Partners upgraded Johnson & Johnson ( JNJ ) to Outperform from Market Perform, citing, among other things, growth prospects attributed to its newly approved products, Icotyde and Inlexzo. “Our thesis is that strong new drug momentum will drive accelerating revenue growth and stock outperformance,” analyst David Risinger wrote as he raised his projections for J&J ( JNJ ) primarily due to Icotyde and Inlexzo. The analyst also raised his price target on the pharma giant to $265 from $252. Akamai upgraded to Buy by BofA Akamai ( AKAM ) was upgraded to Buy from Neutral by Bank of America Securities due in part to its shift from a legacy delivery network provider to an artificial intelligence infrastructure platform. BofA also increased PT on the stock to $175 from $130. "Cloud Infrastructure Services is inflecting, growing 40% YoY, with momentum supported ...

Trump returns from China with stability and a stalemate Reuters

Key PointsLime is on the path to becoming a public company.

Astera Labs Stock (ALAB) Opinions on Recent Earnings Beat Quiver Quantitative

Astera Labs Stock (ALAB) Opinions on Recent Earnings Beat Quiver Quantitative

一名55歲男工人在屯門一艘運煤船工作期間昏迷，送院後不治。 事發在青山中電發電廠碼頭。警方早上約十時接報，一名男子在船上清理煤渣時，被發現倒臥在船艙通道，當時他有戴安全帽、護目鏡等，送往屯門醫院搶救後不治。警方指，死者身上沒有可疑傷勢，案件列作工業意外。 中電發言人指高度關注事件，已即時暫停相關工序，並展開內部調查，並向工人家屬致以深切慰問。

What drives the tech titans behind the AI arms race? For some, it's the thrill of scientific discovery; for others, it's the pursuit of profit. Through the story of DeepMind co-founder Demis Hassabis and other AI leaders, author Sebastian Mallaby explores how motivations ranging from scientific curiosity to commercial ambition and political power are shaping the future of the technology. We sat down with Mallaby to discuss the fraught and simultaneously symbiotic tension between science and capital at the heart of the AI revolution, and whether governments are prepared for systems becoming dramatically more powerful. (Source: Bloomberg)

美国食品和药物管理局（FDA）药物中心代理主任特蕾西·贝丝·霍格表示，她已被该机构解雇。 特蕾西·贝丝·霍格预计将于周五离开FDA，这距离局长马蒂·马卡里辞职仅过去数日。 霍格通过X平台发文宣布离职，她是一名流行病学家兼运动医师，曾在疫情期间对新冠疫苗提出质疑。 她还曾主导推动改革美国儿童疫苗接种计划，于今年1月将推荐接种次数从17次减至11次。 霍格的离职正值卫生部门面临更大范围的人事调整之际。近几个月来，白宫对该部门的管控力度有所加强。 白宫任命克里斯·克隆普（Chris Klomp）担任肯尼迪的副手，此后克隆普协助提名了一批更为传统的候选人担任卫生部门要职，例如美国疾病控制与预防中心（CDC）主任和美国公共卫生署署长。 据其中两位消息人士透露，自马卡里周二辞职以来，克隆普一直致力于清除美国食品药品监督管理局（FDA）内部有争议的任命人员，并用更传统的人选取而代之。 责任编辑：李桐

Source: Bloomberg, 0:00

NicoElNino/iStock via Getty Images PDF Solutions ( PDFS ), a provider of data solutions to the semiconductor industry, was only able to post modest gains in the first several months of 2026, but a major rally in the last six weeks or so has resulted in major gains for PDFS. It appears the rally was the consequence of a congruence of different factors, although PDFS did its part by contributing to the rally with the release of its Q1 FY2026 report on May 7. However, while long PDFS looks appealing with the recent rally, it can be argued that standing pat is the way to go for a couple of reasons, which include the stock pricing in more growth than even PDFS seems to think can be realistically achieved and the way the stakes of existing shareholders are being diluted. PDFS breaks free In my February 2026 article about PDFS, I noted how the stock had managed to make its way higher for almost a year, a move that got the backing of the recently released FY2025 report calling for a record performance to be followed up by strong growth in FY2026. However, I pointed out how further gains could be harder to come by for a couple of reasons, which included resistance based on a bit of technical analysis. Accordingly, I decided to rate PDFS a hold in the article. Source: Thinkorswim app The previous article identified a resistance level in the mid-thirties, or $35.74 to be more exact, based on Fibonacci retracement levels and for some time it appeared this resistance kept PDFS contained because the stock stayed below this resistance level. Notice how while the stock did manage to briefly trade above the aforementioned price point on an intraday basis in January, the stock proceeded to trade mostly sideways within the $30-35 region on a closing basis in the chart above. That is until late March. PDFS closed at $30.88 on March 30, but the rally that followed took the stock to a 52-week high of $56.46 on May 11, or almost twice as high. PDFS was not alone in rallying higher during ...

据 特斯拉 官网消息，该公司于周六在美国上调了Model Y车型的价格。 该公司将Model Y Premium全轮驱动版和Model Y Premium后轮驱动版的售价分别上调1000美元，至49990美元和45990美元。 该公司还将Model Y Performance全轮驱动版在美国的售价上调500美元，至57990美元。 特斯拉并未解释此次涨价的原因。 该公司上一次提高Model Y车型的价格是在两年前的2024年，当时所有Model Y车型的价格都提高了1000美元。 责任编辑：于健 SF069

ElenaPhoto/iStock via Getty Images Introduction Terreno Realty Corporation ( TRNO ) is an industrial REIT with a focus on 6 major coastal US markets – New York City/Northern New Jersey, Los Angeles, Miami, San Francisco Bay Area, Seattle and Washington D.C. To say the company isn’t well-covered on Seeking Alpha would be an understatement; there are no articles on the company this year, and just 11 articles over the past 2 years. With the recent release of the company’s Q1 2026 earnings , now is as good a time as any for me to initiate coverage on the company. I believe the company represents a compelling buy for long-term investors, with my thesis revolving around several pillars, which I will explain in my article. Business Model The company acquires, owns, and operates industrial real estate exclusively in 6 major coastal US markets. Following a busy 2025 in which the company spent close to $700 million on acquisitions, and a further $100 million in Q1 2026, the company’s portfolio comprises 310 buildings aggregating approximately 19.9 million square feet, along with 46 improved land parcels totaling approximately 147 acres leased to 681 customers. An additional 5 properties are currently under development/ redevelopment, and will add 0.9 million square feet upon completion. TRNO Q1'26 Investor Presentation In terms of the type of properties owned by the company, the bulk of it falls under warehouse/ distribution (80.5% of annualized based rent), with improved land (10.2%), transshipment (6.3%) and flex (light industrial and R&D) (3.0%) making up the remainder. Strong Q1 Earnings The company reported strong Q1 2026 earnings, with total revenues growing by 12.7% year-on-year to $124.4 million. Net income saw an even larger jump of 44.3% to $69.4 million, largely driven by a $27.2 million gain on sales of properties. Funds From Operations (FFO) grew 9.7% to $0.68/share, higher than each individual quarter last year (excluding termination fees). Importantly, the comp...

In this article US10Y @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT Daleep Singh, U.S. Deputy National Security Advisor for international economics, speaks about sanctions against Russia during a press briefing at the White House in Washington, February 22, 2022. Kevin Lamarque | Reuters Don't look now, but the pain from high energy prices might be about to bite Americans twice. With no end in sight to the war in Iran and oil prices stuck above $100 a barrel, bond traders worried about inflation have sold off long-term government debt in the U.S. and developed economies in recent days. That has the effect of raising bond yields, including on the benchmark 10-year Treasury note , which rose nearly 24 basis points in the past week to end Friday near 4.6%. The 10-year Treasury yield influences the cost of mortgages, auto loans, credit card rates and other consumer debt. When it goes up, consumers feel the pinch. Its rate is set by the market, not the Federal Reserve. To unpack what's happening at the intersection of geopolitics, energy, and global debt, CNBC reached out to Daleep Singh , vice chair and chief global economist at asset manager PGIM. Singh has seen global energy conflicts up close: As deputy national security adviser under President Joe Biden, he designed that administration's economic effort to cut off Russia's oil revenue. Earlier in his career, Singh ran the New York Federal Reserve Bank's markets desk, a sensitive position that looks directly into the guts of the global financial system. Read more CNBC politics coverage Gas tax holiday as Trump promises? Not so fast, trucking, construction industries say Trump doesn't need Congress to restart Iran strikes: Hegseth Analysis: Iran war hangs over Trump's China trip — and his presidency Congress members push Chinese auto parts ban before Trump China trip Singh may have been appointed by a Democrat, but he isn't singing the party line. He began by praising Kevin Warsh , the conservative economist ...