On May 14, 2026, Strategy Capital LLC disclosed in an SEC filing that it sold out of monday.com (NASDAQ:MNDY) , liquidating 222,388 shares in a transaction estimated at $21.34 million based on quarterly average pricing. According to a filing with the U.S. Securities and Exchange Commission dated May 14, 2026, Strategy Capital LLC sold its entire holding of 222,388 shares in monday.com during the first quarter. The estimated transaction value was $21.34 million, calculated using the average share price for the period. The fund reported no shares of MNDY at quarter-end. monday.com is a technology company specializing in cloud-based work management solutions, enabling organizations to streamline operations and collaborate efficiently at scale. The company's modular platform allows users to customize workflows, supporting a wide range of business functions from project management to CRM. With a strong international presence and a focus on product flexibility, monday.com leverages its scalable SaaS model to drive recurring revenue and maintain a competitive edge in the enterprise software market. Continue reading

格隆汇5月23日｜据澎湃，日前，美国存储芯片厂商美光CEO桑杰·马罗特拉（Sanjay Mehrotra）接受外媒采访时发出预警，称当前全球内存短缺可能延续至2026年之后，而行业真正意义上的大规模新产能释放，至少要等到2028年。“厂房基础建设是目前周期最长、挑战最大的环节，土建完成后，设备入场、安装调试同样需要漫长周期。”马罗特拉在弗吉尼亚州马纳萨斯工厂接受采访时坦言。该工厂刚刚启动了全美首个“1-alpha”工艺节点DRAM量产，这也是美光将先进内存制造回流本土的关键一步。 由于全球存储芯片紧缺，美光正在进行大规模扩产。根据之前美光披露的计划，美光将在爱达荷州博伊西建设两座先进晶圆厂，首座预计明年年中产出首批晶圆，第二座则要到2028年底；在纽约州锡拉丘兹规划多达四座晶圆厂的生产集群。整体而言，美光计划在全美投资高达2000亿美元，目标是将本土产量占全球总产量的比重从当前的约10%提升至40%。

Luis Alvarez/DigitalVision via Getty Images I believe that one of the most important traits you can have, not only as an investor, but as a person, is the ability to admit when you made a mistake. I have spent a long time trying to reflect on decisions that I have made to see if they have been optimal or not. And even though it's never fun to admit when you are wrong, it does provide you a sense of relief. That is the feeling that I have right now when it comes to Gates Industrial Corporation ( GTES ) , a rather interesting company that produces highly engineered transmission and fluid power solutions products. In my last article about the firm, I reaffirmed it as a ‘buy’ candidate. At the time, I focused more on its valuation compared to other similar firms. And I did not lend enough weight to the fact that revenue was muted and management had reduced guidance for 2025. Since then, the stock has pulled back about 7%, which is far worse than the 15.5% increase that the S&P 500 enjoyed. But the good news is that, during the time that I have been bullish about the company, with my first such article about it coming out in February of 2023, it has performed reasonably well. Shares are up 71.2%, which is only a bit behind the 81.6% increase that the market enjoyed. Based on the data that's available today, the company is still trading on the cheap compared to other similar firms. Revenue is expected to expand this year. And profitability could improve also. But based on the company's absolute valuation, I think that downgrading it to a ‘hold’ is appropriate. Time to take a step back Author - SEC EDGAR Data At this time, the newest fundamental data that we have regarding Gates Industrial covers through the first quarter of the company's 2026 fiscal year. In terms of revenue, things are actually going quite well. Sales amounted to $851.1 million. That's just a bit above the $847.6 million that the business reported the previous year. In the chart above, you can see that e...

Getty Images Introduction & Investment Thesis Rivian ( RIVN ) reported its Q1 FY26 earnings at the end of last month, and despite beating both its top and bottom line estimates, the stock has been under quite some pressure, down 19% over the last month. In my previous post , I had reiterated my “buy” rating on Rivian, especially after the stock managed to close above its 50-day moving average in February, especially as revenue was expected to inflect higher with the start of production and ramp-up of R2 in FY26. While management reiterated their delivery guidance for FY26, investors are worried about the margin pain R2 is about to inflict on the company amid an uncertain macroeconomic environment. You see, while Rivian’s Software & Services segment is scaling, its Automotive segment continues to remain under pressure on both the top and bottom line parameters. While the ramp-up of R2 should help with the top-line growth ahead, management has explicitly said that they will be experiencing further gross margin pressures through Q2 and Q3. The thing is, consensus estimates have started to revise their forward revenue growth estimates lower, and I am not confident of the timing pertaining to the bottoming in the company’s forward earnings per share estimates. With the stock creating newer lows in May this year, with severe overhead resistance, I believe that the risk-reward is not attractive at current levels. The Good: The Much-Anticipated R2 Production Finally Kicked Off When Rivian reported its Q1 FY26 earnings in May, the company beat both its top and bottom line estimates for the quarter. On the top line, revenue grew 11% YoY to $1.38B, with Rivian’s Automotive segment contributing over 65% of Total revenue, while Software and Services drove the rest of the 35% of Total Revenue. Particularly, when it comes to the company’s Software and Services segment, revenues grew at a strong 49% YoY rate (compared to the -2% decline in the Automotive segment), with revenue cont...

SpaceX’s upgraded Starship successfully deployed mock satellites and returned to Earth largely unscathed, though its booster spun out of control and broke apart over the Gulf of Mexico. Bloomberg News Global Space Loren Grush joined Christina Ruffini and David Gura on Bloomberg This Weekend to discuss. (Source: Bloomberg)

Bangladesh’s central bank unveiled a 600 billion-taka ($5 billion) package to boost economic growth, revive shuttered factories and support small businesses. Some 410 billion taka will be raised from banks with excess liquidity at a 10% interest rate, while the remaining 190 billion taka will come from Bangladesh Bank’s own reserves, Governor Mostaqur Rahman said at a media briefing Saturday. The fund will restore “industrial production and stimulate domestic demand and rebuild business confidence,” Rahman said. The largest single allocation, 200 billion taka, will be earmarked for closed factories and service sector businesses, with the central bank estimating it could create 200,000 jobs. Agriculture and rural economy will receive 100 billion taka. The package comes as GDP growth slowed to 3% in the second quarter of the 2025-2026 fiscal year from 3.5% a year earlier.

RHJ/iStock via Getty Images Tronox ( TROX ) reported Q1'26 results on May 6th. Leading up to earnings, the market was excited about TiO2 volumes stabilizing and pricing showing signs of improvement. For the most part, the quarter was better than expected and recent developments in the Middle East have also made multi-national producers like Tronox cost advantaged over Chinese producers who use the sulfate process. While the market prices in a quick recovery, I'm cautious about what's currently being priced into the stock. A look at Q1'26 results Tronox's results can be characterized as bad but improving, with revenue of $760 million, which was an increase of 3% from last year and a 4% increase sequentially. In TiO2, revenue increased 7% sequentially, driven by a 4% increase in volumes and a 3% increase in average selling prices. From what was several pricing headwinds in 2025, the growth in volumes and price is welcome. For zircon, Tronox's revenue was up 14% sequentially on a proportional increase in volumes, though pricing was flat quarter over quarter. The year over year zircon picture shows volumes up 57% but average selling prices down 28%, reflecting just how severely the pricing environment has deteriorated over the past year. Company Filings Looking at the company's profitability, Tronox's EBITDA of $62 million represented an 8.2% margin, which was up 9% sequentially from Q4's $57 million but down 45% year over year from the $113 million Tronox generated in Q1'25. From a depressed Q3'25 through Q4 and now Q1'26, the EBITDA margin path is improving but remains far from what the company was doing in earnings just a few years ago. On the conference call that followed the quarter, CEO John Romano described the quarter as reflecting "a clear inflection during the first quarter" on pricing. The pricing floor appears to have been found and the direction has changed. What I think is in question though is the pace of recovery from here. TiO2 headwinds persisting, but...

India’s government has ordered one of the country’s most exclusive private clubs to vacate its premises in two weeks, underscoring the long-running push of the prime minister, Narendra Modi, against entrenched elite institutions. The ministry of housing and urban affairs directed the Delhi Gymkhana Club to hand over its sprawling site in the heart of New Delhi by 5 June, citing urgent public interest requirements, including defence and security infrastructure. Founded under British colonial rule in 1913 as the Imperial Delhi Gymkhana Club, the institution has long been synonymous with the rich and the famous. Once restricted to colonial elites under discriminatory entry rules that barred natives, it later evolved into a powerful networking hub for politicians, senior bureaucrats, judges and business figures after India’s independence in 1947. The ministry said the land, adjacent to the prime minister’s residence, was “critically required for strengthening and securing of defence infrastructure and other vital public security purposes”, the Press Trust of India news agency reported, citing a government letter to the club’s secretary. The move comes against the backdrop of a broader political shift since Modi first took office in 2014, positioning himself as a challenger to India’s traditional elites, including those associated with the opposition Congress party led by the Nehru-Gandhi dynasty. Analysts say spaces such as the Delhi Gymkhana Club have seen their prominence erode under Modi’s populist politics. The Hindu-nationalist premier has long sought to eliminate remnants of India’s colonial past by reshaping several key British-era relics with his own mega projects. The club, which includes buildings close to 100 years old, remains one of the most sought-after memberships in the capital, with long waiting lists and a reputation as a hub of influence. However, it has also been dogged by internal disputes and allegations of financial mismanagement in recent years. ...

国际评级机构穆迪评级公司22日宣布，将南非主权信用评级展望从“稳定”上调至“正面”，同时确认南非本币和外币长期发行人评级及高级无担保评级为Ba2。穆迪在评级报告中说，上调南非评级展望反映出该国财政表现逐步改善，并持续推进结构性改革，相关成效有望进一步显现。但报告同时指出，维持南非Ba2评级反映出该国财政和经济基本面仍相对薄弱，改革带来的改善仍处于早期阶段。

Chipmaker Nvidia (NVDA 1.86%) remains the poster child of the artificial intelligence (AI) revolution, and even from its lofty perch as the world's largest company, it has gained around 20% so far in 2026. However, another AI stock has delivered far stronger returns: Shares of Nebius (NBIS 2.34%), a fast-growing data center infrastructure player, have surged by almost 143% over the same period. Nvidia also appears confident about Nebius' growth prospects. In March 2026, it announced a strategic partnership and agreed to invest $2 billion in Nebius for an approximately 8.3% ownership stake in the company. Under this partnership, Nvidia will provide the AI processors that will allow Nebius to deploy more than 5 gigawatts of data center capacity by 2030. Robust financials Nebius is focused on building data center infrastructure that's optimized for AI training, inference (running AI models in real time), and emerging agentic AI workloads (in which AI systems autonomously perform multistep tasks). Expand NASDAQ : NBIS Nebius Group Today's Change ( -2.34 %) $ -5.15 Current Price $ 214.78 Key Data Points Market Cap $54B Day's Range $ 210.81 - $ 221.84 52wk Range $ 34.72 - $ 233.73 Volume 324.8K Avg Vol 17M Gross Margin 7.48 % The company's most recent financial report highlights its business momentum. In the first quarter, revenues surged 684% year over year to $399 million. Nebius' AI business performed even better, with revenue growing by 841% year over year to $390 million, accounting for 98% of total sales. The AI business exited the first quarter with annualized run rate revenue (an annualized projection based on its latest quarterly revenue) of $1.9 billion, up by more than 50% sequentially. Management now expects revenues of between $3 billion and $3.4 billion and an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin of nearly 40% in 2026. Strong customer base Nebius sold out its available data center capacity in the first quar...

Key Points Deals with Meta Platforms and Microsoft could give Nebius billions of dollars in revenue visibility and financing flexibility. Nebius is evolving beyond simply renting AI computing power to its customers; now, it's offering a broader full-stack AI platform. 10 stocks we like better than Nebius Group › Chipmaker Nvidia (NASDAQ: NVDA) remains the poster child of the artificial intelligence (AI) revolution, and even from its lofty perch as the world's largest company, it has gained around 20% so far in 2026. However, another AI stock has delivered far stronger returns: Shares of Nebius (NASDAQ: NBIS), a fast-growing data center infrastructure player, have surged by almost 143% over the same period. 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 » Nvidia also appears confident about Nebius' growth prospects. In March 2026, it announced a strategic partnership and agreed to invest $2 billion in Nebius for an approximately 8.3% ownership stake in the company. Under this partnership, Nvidia will provide the AI processors that will allow Nebius to deploy more than 5 gigawatts of data center capacity by 2030. Robust financials Nebius is focused on building data center infrastructure that's optimized for AI training, inference (running AI models in real time), and emerging agentic AI workloads (in which AI systems autonomously perform multistep tasks). The company's most recent financial report highlights its business momentum. In the first quarter, revenues surged 684% year over year to $399 million. Nebius' AI business performed even better, with revenue growing by 841% year over year to $390 million, accounting for 98% of total sales. The AI business exited the first quarter with annualized run rate revenue (an annualized projection based on its latest quarterly revenue) of $1.9 billion, up by ...

Nvidia (NasdaqGS:NVDA) is expanding enterprise AI partnerships around its DGX and Nemotron platforms. Vu Technologies is using Nvidia DGX Spark for real-time biomedical visualization in advanced medical research. Blue Yonder is building a Model Training Factory with Nvidia's Nemotron stack to support autonomous supply chain agents. Qiagen Digital Insights is integrating Nvidia BioNeMo to support AI-driven bioinformatics and drug discovery workflows. Nvidia has become closely associated with AI data center hardware and core GPUs, and these new collaborations highlight how its platforms are being woven into specific enterprise workflows. By anchoring with partners in healthcare research, logistics software, and bioinformatics, Nvidia (NasdaqGS:NVDA) is tying its AI infrastructure to concrete use cases rather than just general compute demand. For investors, that provides a view of how AI adoption can filter into operational tools used by large customers. If these kinds of deployments expand across more clients and industries, Nvidia's role could extend deeper into day to day decision systems, from lab benches to supply chain control towers. That context may influence how you think about the company, not only as a chip producer but also as a provider of full-stack AI capabilities that sit inside certain enterprise processes. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on NVIDIA. NasdaqGS:NVDA 1-Year Stock Price Chart NVIDIA’s new partnerships in biomedical visualization, supply chain automation and bioinformatics show how its AI infrastructure is moving from general-purpose compute into tightly integrated, industry-specific systems. DGX clusters powering real-time tumor microscopy, Nemotron models driving autonomous warehouse decisions, and BioNeMo handling graph-based drug discovery workflows all point to AI being wired into regulated, high-value workflows where reliability and la...

v_alex/iStock via Getty Images Gladstone Investment's ( GAIN ) remarkable 24% total return over the last 1-year exposes its shareholders to some retracement risk as prime rates look set to be frozen at their current level for the foreseeable future. GAIN's net asset value ("NAV") gains have bucked a broader trend in the BDC space, with the BDC reporting a NAV of $16.78 per share as of the end of its fiscal 2026 fourth quarter, ending March 31, 2026. The growth of this on a year-over-year basis came in at 23.84% from $13.55 per share. Critically, fourth quarter NAV per share topped the consensus NAV estimate of $14.92 per share . This was on the back of $2.32 per share of net unrealized appreciation of investments. These unrealized gains were $92.5 million on a nominal basis and were only partially offset by $10.6 million, or $0.27 per share of net investment losses. Data by YCharts The spike in GAIN's stock price has pushed the security to trade at a more than 3-year high, but with the BDC still trading at a small 2% discount to fourth quarter NAV per share. GAIN last declared a monthly cash dividend of $0.08 per share , kept unchanged from the prior distribution, and $0.96 per share annualized for a 5.8% dividend yield. This represents a roughly 120 basis points dip from when I last covered GAIN with a Hold rating in February, with the ticker up since. Investors need to be cognizant that GAIN is offering a base dividend yield that sits just 123 basis points above the U.S. 10-year Treasury rate ( US10Y ) at 4.57% and lower than internally managed investment-grade BDCs like Main Street Capital ( MAIN ) and Hercules Capital ( HTGC ). YCharts There has been a significant divergence in performance over the last 1-year, with GAIN now forming one of the best performing BDCs. Bulls would be right to highlight the annual special dividends, with GAIN paying $0.54 per share in June last year and $0.70 per share in 2024. The average of these two distributions being paid in 202...

On May 13, 2026, Marathon Capital Management disclosed in an SEC filing that it sold 23,765 shares of Copa Holdings (CPA 0.05%), an estimated $3.12 million trade based on quarterly average pricing. Sold 23,765 shares of Copa Holdings; estimated trade size was $3.12 million based on quarterly average pricing Quarter-end position value decreased by $3.06 million, reflecting both share sales and stock price movements Transaction represented a 0.7% change in 13F reportable AUM Post-trade stake: 27,788 shares valued at $3.16 million Position now accounts for 0.71% of fund AUM, which places it outside the fund's top five holdings What happened According to a SEC filing dated May 13, 2026, Marathon Capital Management reduced its holding in Copa Holdings by 23,765 shares during the first quarter of 2026. The estimated transaction value was $3.12 million, based on the average unadjusted closing price for the quarter. The quarter-end value of the position decreased by $3.06 million, reflecting both trading activity and market price changes. The firm now holds 27,788 shares, worth $3.16 million at quarter end. What else to know Marathon Capital Management continued to reduce its position in Copa Holdings, which now represents 0.71% of 13F reportable AUM Top holdings after the filing: NASDAQ:TROW: $57.56 million (12.9% of AUM) NYSEMKT:BIL: $17.91 million (4.0% of AUM) NYSE:GLW: $14.30 million (3.2% of AUM) NASDAQ:GOOGL: $14.19 million (3.2% of AUM) NYSE:AZN: $12.85 million (2.9% of AUM) As of May 21, 2026, shares of Copa Holdings were priced at $137.07, up 34.37% over the past year, underperforming the S&P 500 by 6.9 percentage points Company overview Metric Value Revenue (TTM) $3.62 billion Net income (TTM) $671.65 million Dividend yield 4.77% Price (as of market close May 21, 2026) $137.07 Company snapshot CPA provides scheduled airline passenger and cargo services across 69 destinations in the Americas and the Caribbean, operating a fleet of Boeing 737 aircraft. Copa generat...

koto_feja/E+ via Getty Images Although Xanadu Quantum Technologies ( XNDU ) essentially remains a research lab for quantum computing, the recent pullback in shares combined with promising early success warrants a speculative start position. Quantum has rapidly gained mindshare across the investment community, largely on the promise of delivering massive amounts of revenue over the 3-5+ year time horizon. Right now, commercialization across the industry remains in the nascent phase, with proof-of-concepts and technological innovation still the primary drivers of the stock's narrative. With Xanadu, the company has been around for almost 10 years, with most of the "exciting" updates coming in recent years. Since being listed as a public company, shares have been volatile, which is expected for any pure-play quantum company. Data by YCharts To be clear, Xanadu, and quantum in general, remains a speculative investment. Asset prices have pushed much higher in recent weeks (more on that below) without a material change in the trajectory of revenue and commercialization. Xanadu has shown some early signs of promise, but this has not yet manifested in the financials or meaningful LOIs. With all of that said, I believe Xanadu offers a unique opportunity for investors to own a pure-play quantum company with a differentiated technological approach. Winners will be determined over the course of several years, but there is a lot of money investors can make between now and then. Brief Overview Xanadu's approach to quantum is highly differentiated as it focuses on photonic quantum computing , essentially using particles of light (photons) as qubits. Many other competitors use modalities such as superconducting or trapped-ion architectures. Photonics can offer several advantages, including scalability, networking, and operating around room temperature. Xanadu Quantum Technologies In my opinion, the most interesting thing across the quantum industry is the variety of methods being ad...

Ukraine Uses High-Altitude Balloons To Extend Suicide Drone Strike Range Ukrainian forces have borrowed a page from China's hypersonic glide-weapon testing and applied it to the Eastern European theater, using one-way attack drones against Russia. Instead of launching the Hornet strike drone from a ground-based catapult, Ukrainian operators tethered it to a high-altitude balloon, extending its range. Defense news website Defense Blog reports: The test, details of which circulated through Ukrainian military channels, involved a Hornet manufactured by Perennial Autonomy being dropped from a balloon at approximately 8 kilometers altitude after the aerostat carried the drone 42 kilometers from its launch point. Ukrainian troops tested launching the Ukrainian-American Hornet kamikaze drone from a balloon. The aerostat carried the drone 42 km and released it from 8 km altitude, while the UAV used only 5% of its battery. The method extends range by combining balloon distance, high-altitude… pic.twitter.com/YUlKcaQf7e — NOELREPORTS 🇪🇺 🇺🇦 (@NOELreports) May 20, 2026 The outlet said the new tactic would effectively double the Hornet's range to 300 kilometers (about 186 miles). Military observers have marveled at Ukraine's rapid weapons innovation curve, particularly its use of "low-tech" solutions such as drones and interceptors. These have become so effective that the U.S. military and allied Gulf countries have begun procuring some of these weapons. The Ukraine-Russia war has effectively become a weapons and AI laboratory , accelerating battlefield technology and bringing forward weapons that would otherwise have been seen in the 2030s. Tyler Durden Sat, 05/23/2026 - 08:45

So far, 2026 has been full of surprises. Practically every sector of the stock market has been dealing with its own particular (and unexpected) set of challenges. Consumer goods stocks have been grappling with rising inflation. Energy stocks have been affected by the war in Iran. Tech stocks have been grappling with how to handle AI. And investors are wondering if there are any safe havens anymore. Here's which sectors have been leading the market, and, more importantly, which one is gaining momentum as we head toward the final days of May. One big winner By the end of March, the S&P 500 was down 4.6% year to date, and the major market sectors had already settled into three broad categories for the year: losers, modest gainers, and one big winner. As measured by the performance of sector-specific SPDR ETFs, there were five losing sectors that had lost between 4.5% and 10% of their value in the first quarter of 2026: healthcare (down 4.6%), communication services (down 5.5%), consumer discretionary (down 8.1%), financials (down 9.7%), and most surprisingly, tech (down 6.3%). Then there was a batch of five moderate performers, up between 1.5% and 11.5%: real estate (up 1.5%), consumer staples (up 4.9%), industrials (up 6%), utilities (up 8%), and materials (up 11.3%). The big winner, though, was energy. The State Street Energy Select Sector SPDR ETF (XLE +0.61%) was up 31.9% as of March 31, handily outperforming every other market sector for the year. Tech rebounds Not much changed in April except that tech stocks found their mojo again, shooting out of the "big loser" tier and up to the moderate tier. That momentum has continued into May, to the point that the State Street Tech Select Sector SPDR ETF (XLK +1.00%) is up 22.3% for the year as of this writing. Tech is now the second-best performing sector of 2026 behind energy (which now boasts a 34.5% return). Consumer staples, industrials, real estate, and materials are all clustered together vying for third place, wi...

Memorial Day weekend is expected to kick off one of the busiest summer travel season in years, with millions of Americans hitting the roads and airports despite rising costs. GasBuddy's Head of Petroleum Analysis Patrick De Hahn and The Points Guy Managing Editor Clint Henderson joined Christina Ruffini and David Gura on Bloomberg This Weekend to discuss the climbing gas prices, expensive airfare and what travelers can expect this summer. (Source: Bloomberg)

imaginima/iStock via Getty Images Data Center infrastructure company Applied Digital ( APLD ) saw its stock price take off last week after it announced a new deal from a U.S. hyperscaler that will significantly escalate its revenue ramp. The deal, set to contribute $7.5B in base contracted revenue over a 15-year lease term, allows Applied Digital to build its fourth Data Center, the Polaris Forge 3 in North Dakota, and lifts the company's revenue backlog to $31B. With AI obviously being a multi-year investment story, and hyperscalers like Amazon ( AMZN ), Alphabet ( GOOG )( GOOGL ) and Microsoft ( MSFT ) approaching $200B each in annual CapEx spending this year, I believe Applied Digital remains a very compelling investment choice for AI growth investors, mainly because of the company’s low market cap relative to other AI infrastructure companies. Seeking Alpha Previous rating I rated Applied Digital ‘Buy’ in February -- A Winner In The AI CapEx Boom -- when I last reviewed the AI infrastructure firm’s financials in response to the latest earnings report. Specifically, the key reason for me to rate APLD a 'Buy' was a massive $5.0B deal with Australian asset management company Macquarie that helps the company to accelerate its Data Center buildout. While the company is losing money due to its aggressive growth strategy, a strong execution could result in a significant expansion of Applied Digital's market cap in the years ahead. Massive revenue ramp underway Applied Digital signed a new 15-year deal with a leading U.S. hyperscaler in May for 300 MW of critical IT load. The deal, which follows a similar 300 MW deal with the same hyperscaler announced earlier this year, includes three 5-year options for 2 buildings at the new Polaris Forge 3 campus in North Dakota. The base term of the lease is valued at approximately $7.5 billion, with the total deal value, based off of option exercises for the Polaris Forge 3 lease, jumping as high as $18.2 billion. The deal has a si...

With June rapidly approaching, analysts at Bank of America said there is a slew of top stock-buying opportunities. The firm said that companies like Visa have plenty more room to run. Other buy-rated stocks Bank of America analysts are bullish on include Zeta Global , Sprouts Farmers Market, United Rentals and Citigroup. Sprouts Farmers Market The grocery store chain is firing on all cylinders, the firm said. Analyst Robert Ohmes recently came away from investor meetings convinced that the company is on the right track as sales and margins remain robust. "We believe SFM's targeted approach to price and promotions, including initial price reductions on select SKUs [stock keeping units] such as coffee & other essential items should deliver greater value on the categories and drive traffic from the less engaged customer cohort," he said. The firm also raised its price target to $100 per share from $92. In addition, Ohmes said that the company's foray into organic items along with its generous loyalty program has upside potential. The stock is up more than 8% in 2026. United Rentals Analyst Michael Feniger is doubling down on shares of United Rentals following a series of investor meetings he held with the equipment rental company. "We came away with the view that the management team feels confident heading into construction season around its growth profile, costs profile, and M & A profile," he wrote. Feniger said the company's margin profile is attractive and that the company has a differentiated offering, which gives it a leg up against competitors. "In our view, the bigger picture takeaway — URI's competitive position is strengthening with national accounts even as other players are targeting growth in gen rent & dirt moving," he said. Shares are up almost 16% this year. Feniger said that the company is "built for the moment." Zeta Global "Misunderstood & Mispriced," analyst Matt Bullock said of the digital ad company. The firm recently reinstated coverage of the st...

据伊朗伊斯兰共和国广播电视台23日报道，巴基斯坦陆军参谋长穆尼尔当天离开伊朗首都德黑兰。伊朗外长阿拉格齐与穆尼尔的会见已结束，伊美双方需要交换的信息已通过巴方进行了传达。（新华社） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

SoFi (NASDAQ: SOFI) has been growing rapidly for years, but it hasn't done it at the expense of profitability. In this video, I'll discuss the profitable growth metric many analysts and institutions use and where SoFi stands. *Stock prices used were the morning prices of May. 22, 2026. The video was published on March 23, 2026. Continue reading

AI进化速递丨DeepSeek-V4-Pro API降价 ①Anthropic计划下周完成新一轮超300亿美元融资轮； ②DeepSeek-V4-Pro API价格永久下调至原价1/4； ③智元推出新一代机器人基座模型，赋予机器人“肌肉记忆”。

Ilicali described the decision to allow Middlesbrough to re-enter the play-offs as "unbelievable". He said: "If this action was so big that a team is out of the play-offs, why didn't they let them not play the semi-final, investigate and take Southampton out and put Wrexham in? "Why is Wrexham out now? Put Wrexham in and continue the competition. "For me, an eliminated team {being] put back - also our lawyers say this and that's their opinion too - is an incredibly wrong decision." The 56-year-old, who took over Hull City in 2022, said he did not want to discuss the outcome of the EFL's independent disciplinary commission's hearing before the day of the final to avoid distracting the players. "Now I can talk a little more because now the boys are in the stadium and they will not hear me. I didn't want to make their focus disturbed," he added. "Decisions are discussable from what I understand from our lawyers, very discussable. "But of course we have to focus on the game and the boys are tough enough to overcome these difficulties."

格隆汇5月23日｜土耳其和叙利亚情报机构近日在叙利亚逮捕了极端组织“伊斯兰国”的10名土耳其籍嫌疑人。目前嫌疑人均已被遣返回土耳其。据土耳其阿纳多卢通讯社23日报道，这10人在土耳其和叙利亚情报机构开展的联合行动中落网。尚不清楚他们被捕的具体时间和地点。国际刑事警察组织先前对这10名嫌疑人发布了红色通缉令。

The mother of the motorist who found the children told Portuguese media that one of the boys had said they were blindfolded and told to look for a hidden toy, but that when they took their blindfolds off their mother had vanished.