Memory chip makers have been riding a wave of surging demand that's boosted pricing power and profit projections in the historically volatile sector. Rather than a one-time shortage in need of a correction, analysts are increasingly talking about this demand as evidence of a "supercycle" in the sector. They think it could last for years, especially if artificial intelligence adoption by big compan...
Memory chip makers have been riding a wave of surging demand that's boosted pricing power and profit projections in the historically volatile sector. Rather than a one-time shortage in need of a correction, analysts are increasingly talking about this demand as evidence of a "supercycle" in the sector. They think it could last for years, especially if artificial intelligence adoption by big companies happens more quickly than they currently expect. "Surging demand for AI accelerators and inference hardware can dramatically boost revenue for semiconductor firms. If adoption outpaces forecasts, chipmakers across memory, logic, and networking could see windfall gains," analyst Jay Goldberg at Seaport Research Partners wrote in a Wednesday note. Traders have caught wind of the rising demand for memory chips, sending shares of those companies higher in the past week. Chipmaker Micron Technology surged nearly 38% for its best weekly performance since 2008. MU YTD mountain Micron, YTD The Roundhill Memory ETF (DRAM) , whose constituents include Micron, SK Hynix and Samsung Electronics, gained more than 30% for the week. DRAM YTD mountain Roundhill Memory ETF, YTD Readying for a boost in production Samsung Electronics, which recently joined the trillion-dollar valuation club , is advancing the construction of a new mega-fab plant by six months as part of the supercycle, which could extend beyond 2027, analysts said. The company is expected to start building the facility, known as P5 Fab 2, in July at its Pyeongtaek semiconductor campus. "Beyond merely responding to current demand, the move reflects an intent to cement market dominance throughout the multi-year AI semiconductor boom," analysts for Roth wrote in a Tuesday commentary. South Korean memory chip maker SK Hynix is fielding offers from big tech firms to invest in specific production pipelines in order to ramp memory chip production, Reuters reported last week. AI processors need high-bandwidth memory like DRAM and ...
felixmizioznikov/iStock via Getty Images (Note: This is a Canadian producer that reports using Canadian dollars unless otherwise noted. Also, it may be better to try to obtain more liquidity when purchasing this stock by trying to use the Toronto Exchange where this company is also listed in Canada when compared to the over-the-counter market in the United States. Limit orders are suggested for a ...
felixmizioznikov/iStock via Getty Images (Note: This is a Canadian producer that reports using Canadian dollars unless otherwise noted. Also, it may be better to try to obtain more liquidity when purchasing this stock by trying to use the Toronto Exchange where this company is also listed in Canada when compared to the over-the-counter market in the United States. Limit orders are suggested for a company this small) After spending about 3 years or so explaining why Yangarra Resources ( YGRAF ) was repeatedly hit with nonrecurring items that some larger companies would have "taken in stride" there is finally something that shows the agility of a smaller company to move quickly to take advantage of rising commodity prices. Frankly it is about time for the luck to change. The last article noted that an experienced person replaced another key person. That experience is being put to good use in the form of a debt increase to take advantage of higher commodity prices combined with a focus on bringing as many Belly River wells as possible because they have the highest return. Belly River Wells The second last article noted two things. The first was a big production improvement that came just in time for these higher commodity prices combined with a relatively new location that had superior profitability. Now the company is doubling down by increasing debt (rather than paying it down) and increasing the effort to bring the best location wells online ASAP. This company could well have an informal goal of outperforming the last high-price time in fiscal year 2022. It will be interesting to see if it happens. Yangarra Resources Summary Of Chambers Belly River Well Profitability Characteristics (Yangarra Resources Corporate Presentation First Quarter 2026) The first consideration is shown above with that wonderful IRR of 143% using a WTI of $70 for oil. With oil prices now above WTI $90 much of the time, this becomes a license to print money before the production improvements a...
Mother’s Day business at many traditional Chinese banquet restaurants in Hong Kong has been weaker than last year, with diners increasingly opting for lunch and afternoon tea celebrations or non-traditional meals such as hotpot, industry representatives have said. Busy areas such as Causeway Bay were bustling with families on Sunday, as residents flocked to restaurants and shopping malls to celebr...
Mother’s Day business at many traditional Chinese banquet restaurants in Hong Kong has been weaker than last year, with diners increasingly opting for lunch and afternoon tea celebrations or non-traditional meals such as hotpot, industry representatives have said. Busy areas such as Causeway Bay were bustling with families on Sunday, as residents flocked to restaurants and shopping malls to celebrate, some carrying flowers and cards. “I did not want to do a very big dinner this year because...
jetcityimage/iStock Editorial via Getty Images Introduction Verizon ( VZ ) recently released its Q1 '26 earnings , and the stock was up 1.6% following EPS beating expectations. Although revenue missed expectations and both consumer and business segments are down, EBITDA beat expectations by 2.1% (highest ever reported), and EPS is up 7.6% YoY. Management reaffirmed most FY2026 guidance. I believe ...
jetcityimage/iStock Editorial via Getty Images Introduction Verizon ( VZ ) recently released its Q1 '26 earnings , and the stock was up 1.6% following EPS beating expectations. Although revenue missed expectations and both consumer and business segments are down, EBITDA beat expectations by 2.1% (highest ever reported), and EPS is up 7.6% YoY. Management reaffirmed most FY2026 guidance. I believe that, because the stock is up 20% YTD after different factors like a rally following the FY2025 earnings report, a change of CEO, and the acquisition of Frontier, I think that these factors may have caused the stock to have traded steadily after Q1 results. Seeking Alpha What Actually Happened in Q1 Initially, Q1 '26 results gave me mixed feelings. But CFO went from $7.8B to $8.0B, while FCF increased from $3.6B to $3.8B YoY. For me, profitability outpaced the revenue growth (missed growth, by the way) that the company had, which came from the cost discipline the company had adopted. Verizon Verizon delivered 55K retail postpaid phone net adds in Q1 '26, a +344K improvement compared to the loss in Q1 '25, with management calling it the first positive first quarter since 2013. Broadband added 341K subscribers in the quarter, while retail core prepaid added 115K. The growth of postpaid phones is very important, in my opinion, because the CEO recently mentioned this segment as carrying the highest customer lifetime value. Verizon Also, mobility and broadband service revenue grew 1.6% YoY, while suffering a pressure caused by customer credits related to network outage, so the underlying service revenue was actually meaningfully stronger. This matters because Q1 should mark the weakest point for service revenue growth in 2026, and we may see stronger ARPU in the next quarters. I was also very impressed that, after one quarter leading the company, the new CEO (and management) decided to raise FY2026 adjusted EPS guidance to 5-6% from the 4-5% set in January. Postpaid phone net ad...
Connaught theatre, Worthing Balloons meet the sharper points of competitive parenting over a weekend of back-to-back kids’ parties, in this broad comedy of social manners Some of my most traumatising experiences have come hosting children’s parties: the Wardrobe Ensemble’s new show should come with a trigger warning. This devised play pitches us deep into the parcel-passing, E-number-addled tantru...
Connaught theatre, Worthing Balloons meet the sharper points of competitive parenting over a weekend of back-to-back kids’ parties, in this broad comedy of social manners Some of my most traumatising experiences have come hosting children’s parties: the Wardrobe Ensemble’s new show should come with a trigger warning. This devised play pitches us deep into the parcel-passing, E-number-addled tantrumscape of a weekend shepherding one’s five-year-old to three (three!) tots’ birthday bashes. Such is the burden borne by 34-year-old Xander, recently – and reluctantly – back in Bristol after a temporary escape to London, obliged to reconnect with old friends and painful memories across 48 primary-coloured hours of musical statues, puppet shows and small talk with people whose kids happen to know yours. For much of Party Season’s 95-minute span, we’re in the territory of the sitcom Motherland , a broad comedy of manners about competitive parenting, sleeplessness and ideal-home envy. Co-directed by Helena Seneca and Jesse Jones, the production brings all that to fluid, sometimes expressionist life, as a protective mum (Jesse Meadows) breathes fire, adults become kids and kids become adults – and a mysterious children’s entertainer plays our spectral MC. There are too many sharply observed moments to mention, from party-game soundtracks stymied by dodgy Bluetooth to the spoilt brat of aspirational parents who “gets anxious when there’s no structure”. Continue reading...
Rhun ap Iowerth says he hopes his party’s programme for government will get backing from across the Senedd UK politics live – latest updates The leader of Plaid Cymru is hoping to become Welsh first minister as early as Tuesday after his party won a historic victory in the Senedd elections, soundly beating Labour and holding off Reform UK. Plaid fell short of winning a majority in the Welsh parlia...
Rhun ap Iowerth says he hopes his party’s programme for government will get backing from across the Senedd UK politics live – latest updates The leader of Plaid Cymru is hoping to become Welsh first minister as early as Tuesday after his party won a historic victory in the Senedd elections, soundly beating Labour and holding off Reform UK. Plaid fell short of winning a majority in the Welsh parliament but Rhun ap Iorwerth said on Sunday he hoped other parties would work with him and told UK Labour not to punish Wales over the result. Continue reading...
Key PointsState Street Consumer Staples Select Sector SPDR ETF offers a significantly lower expense ratio and higher dividend yield than Invesco Food & Beverage ETF.
Key PointsState Street Consumer Staples Select Sector SPDR ETF offers a significantly lower expense ratio and higher dividend yield than Invesco Food & Beverage ETF.
I recently watched a YouTube video featuring a young woman who looked like she'd just arrived home after a hard day at middle school. Gotta give it to the young lady, though; she spoke with confidence. According to her, most retirees own their homes free and clear. She went on to say how much further Social Security checks stretch without a mortgage, to which I internally responded, "No duh." I sp...
I recently watched a YouTube video featuring a young woman who looked like she'd just arrived home after a hard day at middle school. Gotta give it to the young lady, though; she spoke with confidence. According to her, most retirees own their homes free and clear. She went on to say how much further Social Security checks stretch without a mortgage, to which I internally responded, "No duh." I spent years dreaming of the day my husband and I would pay off a mortgage, but after 24 moves that led to buying and selling more houses than I can immediately recall, it's not in the cards. We've known for a few years now that our mortgage will follow us into retirement. Here's why I'm no longer worried about something that used to keep me awake at night. Image source: Getty Images. Continue reading
On a bright afternoon in Jiangsu, China, Xin Yin is playing personal trainer to some mice. One by one, he sets the rodents on a miniature treadmill that starts slow and gradually speeds up. These littermates are born athletes, able to run farther with less lactic acid buildup than average laboratory mice. The secret to their speediness isn’t carried in their genes—the animals come from the same ge...
On a bright afternoon in Jiangsu, China, Xin Yin is playing personal trainer to some mice. One by one, he sets the rodents on a miniature treadmill that starts slow and gradually speeds up. These littermates are born athletes, able to run farther with less lactic acid buildup than average laboratory mice. The secret to their speediness isn’t carried in their genes—the animals come from the same genetic stock as a group of control mice. And they haven’t received any special training. Instead, their fitness seems to stem from their father’s exercise habits before they were even conceived. It’s a finding suggesting that running might benefit not just the exerciser, but also his unborn children . “I was very surprised when I first saw the data,” says Yin, a biochemist at Nanjing University. Read full article Comments
The post Best Auto and Truck Dealership Stocks Right Now by John Burson appeared first on Benzinga . Visit Benzinga to get more great content like this. Many experts predict the end of auto and truck dealerships over the next 10 to 15 years. Experts believe dealerships will fall victim to driverless vehicles, ridesharing, innovations in human mobility and changing consumer buying habits. That’s wh...
The post Best Auto and Truck Dealership Stocks Right Now by John Burson appeared first on Benzinga . Visit Benzinga to get more great content like this. Many experts predict the end of auto and truck dealerships over the next 10 to 15 years. Experts believe dealerships will fall victim to driverless vehicles, ridesharing, innovations in human mobility and changing consumer buying habits. That’s why you need to know about auto and truck dealership stocks right now. Over the past 2 decades, most auto and truck dealerships have prospered despite the Great Recession ( the average dealership doubled its profits during that time), internet disruptors and even millennials’ decreased desire to own vehicles compared to previous generations. This industry’s resiliency is worth banking on. Here are 5 auto and truck dealership stocks with potential. Quick Look at the Best Auto and Truck Dealership Stocks: Vroom, Inc. AutoWeb, Inc. Group 1 Automotive Inc. AutoNation Asbury Automotive Group Contents Quick Look at the Best Auto and Truck Dealership Stocks: Overview Best Online Brokers for Auto and Truck and Dealership Stock Features to Look for in Auto and Truck Dealership Stock Auto and Truck Dealership Stocks for the Long Haul Overview Auto and truck dealership stocks are in a cyclical industry — success is dependent on consumer confidence. When consumers get nervous about the economy, dealerships feel the pinch and operate under low profit margins. This causes a common dilemma for dealership management during low demand periods. They can either bite into their profits by offering customer incentives or they can protect their profit margin while giving up sales to their competitors. It’s true that auto and truck dealerships have felt the impact of Tesla, Uber, Lyft and other auto and truck market disruptors. However, most of these new entrants struggle to be profitable. Consider these facts as you research this industry: Since 2013, total annual sales for new vehicles rose by mo...
The post Best Airline Stocks Right Now by Charles Munyi appeared first on Benzinga . Visit Benzinga to get more great content like this. Airline stocks are cyclical and previous downturns have resulted in multiple airline failures and bankruptcies. It’s the question everyone’s been asking: Is it safe to invest in airline stocks now? Which ones are the best-run companies? Benzinga takes a look at s...
The post Best Airline Stocks Right Now by Charles Munyi appeared first on Benzinga . Visit Benzinga to get more great content like this. Airline stocks are cyclical and previous downturns have resulted in multiple airline failures and bankruptcies. It’s the question everyone’s been asking: Is it safe to invest in airline stocks now? Which ones are the best-run companies? Benzinga takes a look at some of the best airline stocks so you know where in this industry you should put your money. Quick Look at the Best Airline Stocks: United Airlines Holdings Alaska Air Group U.S. Global Jets ETF Sun County Airlines Delta Airlines, Inc. American Airlines Group Inc. Southwest Airlines Co. Contents Quick Look at the Best Airline Stocks: Overview: Airline Stocks Best Online Brokers for Airline Stocks Features to Look for in an Airline Stock Soar with Confidence in the Airline Industry Frequently Asked Questions Overview: Airline Stocks In short, U.S. airline stocks have been lousy investments after the industry was deregulated in the late 1970s. The deregulation allowed companies to fiercely compete for business. The federal rule changes resulted in a boom and bust pattern — major profits when times were good and liquidations or bankruptcies when the economy went south. Companies like Trans World Airlines (TWA), Braniff International and Eastern Air Lines vanished during this era and investors took billions in losses. The early 2000s was a period of consolidation and restructuring. The number of airlines reduced and the remaining competed and secured the balance sheets of surviving companies. American Airlines Group merged with US Airways. Delta bought Northwest, and Southwest Airlines bought AirTran. Today the airline industry helps propel around $2 trillion in economic activity. Millions of jobs in the U.S. airline sector now fall into 3 categories: Regionals , which offer smaller-jet services to secondary markets under the brands of full-service companies. Full-service compa...
The post Best Aerospace & Defense Stocks Right Now by Chetan Shekar appeared first on Benzinga . Visit Benzinga to get more great content like this. For a country to thrive, it must have a strong military force to fortify its borders and protect its civilians. You can also claim a stake in national security by investing in the stocks of aerospace and defense companies. Here’s a guide to the top-pe...
The post Best Aerospace & Defense Stocks Right Now by Chetan Shekar appeared first on Benzinga . Visit Benzinga to get more great content like this. For a country to thrive, it must have a strong military force to fortify its borders and protect its civilians. You can also claim a stake in national security by investing in the stocks of aerospace and defense companies. Here’s a guide to the top-performing aerospace and defense stocks on the stock exchange. Quick Look at the Best Aerospace and Defense Stocks: L3Harris Technologies, Inc. General Dynamics Corporation Northrop Grumman Corporation Huntington Ingalls Industries, Inc. Lockheed Martin Corporation Contents Quick Look at the Best Aerospace and Defense Stocks: Best Aerospace and Defense Stocks: Overview: Aerospace and Defense Stocks Best Online Brokers for Aerospace and Defense Stock Features to Look for in Aerospace and Defense Stock Aerospace and Defense Stocks to Watch Out for This Year L3Harris Technologies Inc. General Dynamics Corporation Northrop Grumman Corporation Huntington Ingalls Industries Inc. Lockheed Martin Corporation Biggest Aerospace and Defense Movers of the Day Protect Your Portfolio Best Aerospace and Defense Stocks: You should consider investing in these stocks from the aerospace and defense sector. L3Harris Technologies Inc. (NYSE: LHX) General Dynamics Corporation (NYSE: GD) Northrop Grumman Corporation (NYSE: NOC) Huntington Ingalls Industries Inc. (NYSE: HII) Lockheed Martin Corporation (NYSE: LMT) Symbol Company % Change Price Dividend Yield Invest LHX L3Harris Technologies + 0.06 % $299.83 5 / 0.02% Buy stock GD General Dynamics – 0.29 % $345.51 6.09 / 0.02% Buy stock NOC Northrop Grumman + 0.06 % $549.87 9.24 / 0.02% Buy stock HII Huntington Ingalls Indus – 0.03 % $316.20 5.52 / 0.02% Buy stock LMT Lockheed Martin + 0.14 % $507.20 13.5 / 0.03% Buy stock If you’re interested in making smaller investments, be sure to view the daily updates on stocks under $5 , stocks under $10 and s...
The post Best Advertising Agency Stocks by John Burson appeared first on Benzinga . Visit Benzinga to get more great content like this. The advertising field has always been competitive. The giant brand name agencies have long dominated this market with exclusive connections to the major media outlets. However, technology has created new channels to reach the buying public. It’s a great time to le...
The post Best Advertising Agency Stocks by John Burson appeared first on Benzinga . Visit Benzinga to get more great content like this. The advertising field has always been competitive. The giant brand name agencies have long dominated this market with exclusive connections to the major media outlets. However, technology has created new channels to reach the buying public. It’s a great time to learn about advertising agency stocks for your investmen t portfolio. The top advertising agents can no longer rely on the economy of scale and backroom deals to dominate this sector. Obviously, the winning big ad agencies in this era of specialization have the most promising stocks. Quick Look at the Best Advertising Agency Stocks: Thryv Holdings Inc Magnite, Inc. Omnicom Lamar HubSpot Contents Quick Look at the Best Advertising Agency Stocks: Overview: Advertising Agent Stocks Best Online Brokers for Advertising Agent Stock Features to Look for in Advertising Agent Stock Final Take on Advertising Agent Stocks Overview: Advertising Agent Stocks The golden age of advertising is gone. An advertising agency can’t continue to exist with just a tiny list of services. The general public is tired of looking at ads in the same format. Technology is rapidly changing the platforms and channels for reaching the consumer. In advertising, this is the age of the customer and customer data will continue to influence the advertising model. The quality of a stock is only as good as its underlying company. Most investors buy stock in a company in anticipation of an increase in its value over a period of time. So, the future of advertising agency stocks is dependent on the performance of their underlying companies today. We will look at the best advertising agent stocks at the present time. Best Online Brokers for Advertising Agent Stock Online brokers provide a great investment hub for you to research your potential stock choices, do backtesting of your investment strategies and track your in...
Speaking on BBC Radio 4’s Desert Island Discs, Liverpool-born actor says depression and anxiety followed death of his father when he was 15 The actor David Morrissey has spoken of how “terrible” social anxiety contributed to him becoming an alcoholic. “I am a recovering alcoholic,” Morrissey, who has been sober for 21 years, told Lauren Laverne on BBC Radio 4’s Desert Island Discs. “Drinking first...
Speaking on BBC Radio 4’s Desert Island Discs, Liverpool-born actor says depression and anxiety followed death of his father when he was 15 The actor David Morrissey has spoken of how “terrible” social anxiety contributed to him becoming an alcoholic. “I am a recovering alcoholic,” Morrissey, who has been sober for 21 years, told Lauren Laverne on BBC Radio 4’s Desert Island Discs. “Drinking first was about anxiety. I’ve had this terrible social anxiety and that helped me get through it.” Continue reading...