Weekly quiz: Eurovision went mad for Bangaranga - but who gave the UK its only point? How much attention did you pay to what happened in the world over the past seven days?

Workday press release ( WDAY ): Q1 Non-GAAP EPS of $2.66 beats by $0.14 . Revenue of $2.54B (+13.4% Y/Y) beats by $20M . Subscription Revenues of $2.354 Billion, Up 14.3% Year-Over-Year 12-month subscription revenue backlog was $8.806 billion, up 15.5% from the same period last year. Total subscription revenue backlog was $27.294 billion, increasing 10.9% year-over-year. Financial Outlook Workday is providing guidance for the fiscal 2027 second quarter ending July 31, 2026 as follows: Subscription revenues of $2.455 billion, representing growth of 13%. Non-GAAP operating margin of 30.0% 1 Workday is updating guidance for the fiscal 2027 full year ending January 31, 2027 as follows: Subscription revenues of $9.925 billion to $9.950 billion, representing growth of 12% to 13% Non-GAAP operating margin of 30.5% 1 Shares -1.6% AH. More on Workday Workday Earnings: Defiant Management Expectations Amidst Pending SaaSpocalypse Workday: Caught In The Middle Of The Software Reinvention Workday: A Competitive Analysis With Oracle And SAP Workday Q1 2027 Earnings Preview Earnings week ahead: NVDA, HD, TGT, WMT, NIO, BIDU, ZIM, and more

格隆汇5月22日｜美股周四收盘，道指初步收涨0.55%，标普500指数0.17%，纳斯达克综合指数涨0.09%。英伟达(NVDA.O)跌1.8%，IBM(IBM.N)涨12%，Arm(ARM.O)涨16%，闪迪(SNDK.O)涨10%。纳斯达克中国金龙指数收跌1.5%，哔哩哔哩(BILI.O)跌3.9%，小鹏汽车(XPEV.N)涨3%。

Douglas Rissing/iStock via Getty Images Leidos ( LDOS ) on Thursday said it received four awards under the U.S. Department of State’s Evolve contract, positioning the defense and technology contractor to support modernization of the agency’s global IT systems used by diplomats and embassy personnel. The company said the work will focus on areas including cloud and data center services, application development, network and telecommunications services and customer support. The State Department’s Evolve program is a multiple-award indefinite delivery, indefinite quantity contract with a one-year base period and six option years. The contract vehicle carries a total ceiling value of $10 billion, though individual task order values were not disclosed. Leidos ( LDOS ) said the work could include efforts to improve cybersecurity, modernize applications and infrastructure and support IT operations across the State Department’s worldwide network of embassies and consulates. Steve Hull, president of Leidos’ digital modernization business, said the State Department operates one of the federal government’s most geographically dispersed IT environments and relies on secure systems for day-to-day diplomatic operations. He said the awards position the company to support those technology needs globally. For investors, the awards add to Leidos’ backlog of federal IT modernization and cybersecurity work, areas that have remained priorities across U.S. government agencies amid rising cyber threats and continued migration to cloud-based systems. The State Department contract also aligns with broader federal efforts to adopt zero-trust security architectures and modernize aging technology infrastructure. Leidos said it plans to use technologies including automation, continuous monitoring and AI-driven operations as part of the work supporting the contract. More on Leidos Look Past Leidos Holdings' Shrinking Share Price To Its High Return On Equity Leidos Holdings, Inc. (LDOS) Q1 2026 Ea...

BETHLEHEM, Pa., May 21, 2026 (GLOBE NEWSWIRE) -- On May 13, 2026, Embassy Bancorp, Inc. (OTCQX: EMYB) (the “Company”) filed its Quarterly Report on Form 10-Q for the period ended March 31, 2026, a copy of which can be found at https://investors.embassybank.com/sec-filings/documents/default.aspx . Highlights of the filing, which includes consolidated financial information of the Company and Embassy Bank For the Lehigh Valley (the “Bank”), the Company’s wholly owned subsidiary, include: Cash and cash equivalents on hand of $141.8 million at March 31, 2026, or 7.7% of total assets. Deposits of $1.68 billion at March 31, 2026, an increase of $41.6 million from $1.64 billion at December 31, 2025. The Company does not have any brokered deposits. There were no short-term or long-term borrowings outstanding as of March 31, 2026 or required during the quarter then ended. Bank net interest margin (FTE) increased to 2.59% for the quarter ended March 31, 2026, up from 2.34% for the quarter ended March 31, 2025. Bank cost of funds of 1.69% for the quarter ended March 31, 2026, down from 1.80% for the quarter ended March 31, 2025. This is compared to a Pennsylvania peer group (stock banks headquartered in Pennsylvania with assets between $100 million and $5 billion) cost of funds of 1.90% for the quarter ended March 31, 2026. Bank assets per employee of $16.0 million at March 31, 2026, compared to the Pennsylvania peer group assets per employee of $8.0 million. Bank noncurrent loans to total loans of only 0.04% as of March 31, 2026, compared to the Pennsylvania peer group total of 0.78%. Net income of $3.7 million, or $0.50 per diluted share, for the three months ended March 31, 2026, up from $2.9 million, or $0.38 per diluted share, for the prior year three months ended March 31, 2025. About Embassy Bancorp, Inc. Embassy Bancorp, Inc., with over $1.8 billion in assets, is the parent company of Embassy Bank For the Lehigh Valley, a full-service community bank that has served Penn...

Earnings Call Insights: Advance Auto Parts (AAP) Q1 2026 Management View “Comparable sales grew by 3.5% in the first quarter, marking our strongest quarter of growth in 5 years,” said (President, CEO & Director Shane O’Kelly), adding, “We continue to execute initiatives firmly rooted in the fundamentals of selling auto parts as we aim to stabilize market share in the near term while positioning ourselves for share gain in the future.” (CEO O’Kelly) tied Q1 profitability to execution, saying, “Adjusted operating margin expanded by over 400 basis points to 3.8%,” and, “We expect merchandising to remain the primary catalyst for margin improvement throughout the year,” while also stating, “We continue to make progress on our strategic initiatives, which gives us confidence to reaffirm our full year guidance.” On product and customer initiatives, (CEO O’Kelly) said, “Our newly launched owned oil brand, ARGOS, is now a standout feature in the front room,” and “Since introduction, ARGOS has met our expectations and is one of our top brands in the category,” and also said the DIY loyalty change “replaced the prior Speed Perks program,” adding, “The transition to Advance Rewards has been seamless, and we are already observing strong early engagement from our customers.” (Executive VP & CFO Ryan Grimsland) reported, “For the first quarter, we reported net sales of $2.6 billion,” and said it “included comparable sales growth of 3.5%, which was offset by 2 points of headwind created from cycling $51 million in liquidation sales related to the store optimization activity that was completed in Q1 last year.” Outlook (CFO Grimsland) reaffirmed full-year targets: “For the full year, net sales is projected at approximately $8.5 billion,” including “comparable sales growth in the 1% to 2% range,” and “adjusted operating income margin between 3.8% and 4.5% for 2026,” plus “adjusted diluted EPS in the range of $2.40 to $3.10” and “Full year 2026 free cash flow is expected at approximat...

沙特聯封王｜C朗連入兩球錦上添花，助艾納斯煞科戰4-1大勝達馬克，奪得加盟近四年來首項大賽冠軍。

Boosted by accelerating first-quarter earnings and sales, Amazon stock has bounced back into buy range while flashing telltale clues.

美股三大指数集体收涨，道指涨0.55%，标普500指数涨0.17%，纳指涨0.09%。其中，道指创历史收盘新高。IBM涨超12%，消息称美国将向IBM在内的9家量子计算公司划拨20亿美元。

World Cup ticket prices are down 22% over the last 60 days, according to one ticket tracking website.

纳斯达克金龙中国指数初步收跌1.5%。 热门中概股里，贝壳初步收跌6.5%，新东方跌4.5%，B站跌3.7%，万国数据跌3.5%，腾讯跌3.1%，百度跌2.9%，阿里跌2.1%，小米跌1.3%，大全新能源涨2.4%，文远知行涨3.4%，阿特斯太阳能涨8.5%。 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。

Antonio Bordunovi/iStock Editorial via Getty Images Nvidia Earnings: Capping the Magnificent 7 Rally Nvidia ( NVDA ) shareholders were uneasy ahead of the company’s Q1 earnings release, with the stock drifting lower early in the week before recouping some losses on Wednesday. NVDA’s growth story is as impressive as ever. The company reported revenue up 85% year over year, driven by record data center revenue of $75.2B, an astounding 92% growth from a year ago. NVDA Q1 FY27 Investor Presentation Source Link: NVDA Q1 FY27 Investor Presentation Its results are consistent with what we’ve seen from the other mega-cap tech names: Big headline beats and better forward guidance. Hyperscalers are laying out their plans for multi‑year data‑center builds, and Nvidia is a main character in this historic investment cycle. Despite NVDA’s dominance, this capex spending has been a boon for the entire semiconductor sector , which has made remarkable gains over the last month. McKinsey Source Link Nvidia also raised its near-term outlook, guiding Q2 revenue to $91B, well above expectations. CEO and founder Jensen Huang reiterated Nvidia’s importance in the AI buildout, citing agentic AI as a major catalyst. “The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed,” Huang, said. “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. Nvidia is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.” Despite stellar results, NVDA’s flat reaction suggests much of the upside is already priced in, and investors are now hunting for AI exposure beyond the stock. NVDA Earnings Spotlight: Samsung Deal Eases Risk as Marvell Gains NVDA’s earnings came as other semiconductors grabbed headli...

Antonio Bordunovi/iStock Editorial via Getty Images Nvidia Earnings: Capping the Magnificent 7 Rally Nvidia ( NVDA ) shareholders were uneasy ahead of the company’s Q1 earnings release, with the stock drifting lower early in the week before recouping some losses on Wednesday. NVDA’s growth story is as impressive as ever. The company reported revenue up 85% year over year, driven by record data center revenue of $75.2B, an astounding 92% growth from a year ago. NVDA Q1 FY27 Investor Presentation Source Link: NVDA Q1 FY27 Investor Presentation Its results are consistent with what we’ve seen from the other mega-cap tech names: Big headline beats and better forward guidance. Hyperscalers are laying out their plans for multi‑year data‑center builds, and Nvidia is a main character in this historic investment cycle. Despite NVDA’s dominance, this capex spending has been a boon for the entire semiconductor sector , which has made remarkable gains over the last month. McKinsey Source Link Nvidia also raised its near-term outlook, guiding Q2 revenue to $91B, well above expectations. CEO and founder Jensen Huang reiterated Nvidia’s importance in the AI buildout, citing agentic AI as a major catalyst. “The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed,” Huang, said. “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. Nvidia is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.” Despite stellar results, NVDA’s flat reaction suggests much of the upside is already priced in, and investors are now hunting for AI exposure beyond the stock. NVDA Earnings Spotlight: Samsung Deal Eases Risk as Marvell Gains NVDA’s earnings came as other semiconductors grabbed headli...

University graduates are booing and heckling corporate executives who praise AI during their commencement ceremonies, and the only people who seem to be genuinely surprised by this are the executives themselves. In a procession of viral videos, 2026 commencement speakers like former Google CEO Eric Schmidt face loud and sustained jeers from students after praising AI and describing the technology as both inevitable and mandatory. The videos have clearly struck a chord among young people entering a bleak job market in an increasingly unstable world. “They deserve everything they’re getting,” Penny Oliver, who recently graduated with a political science degree from George Mason University, told The Verge. “Some would argue they’re getting off kind of lightly. I’m not saying they deserve to get hurt, but it just shows a level of arrogance and a disconnect when you see that.” Schmidt was met with a chorus of boos at the University of Arizona last week while lecturing graduates to accept the technology as part of their futures. “When someone offers you a seat on a rocket ship, you don’t ask which seat. You just get on,” Schmidt told the room of angry graduates. The reason for the outrage should have been obvious. As journalist Marisa Kabas put it, “these young people have already been forced onto the ship and there aren’t enough seats.” The week before, Gloria Caulfield, an executive at a property development company, expressed shock after receiving a similarly icy reception from arts and humanities students at the University of Central Florida, where she described AI as “the next industrial revolution.” At Middle Tennessee State University, Scott Borchetta, a music industry CEO known for helping launch Taylor Swift’s career, gave a boisterous and patronizing speech mocking AI hecklers and telling students critical of AI to simply “deal with it.” And with graduation season ongoing and the online videos bringing anti-AI sentiment to a boiling point, it’s likely these inci...

The following companies are expected to report earnings prior to market open on 05/22/2026. Visit our Earnings Calendar for a full list of expected earnings releases. BJ's Wholesale Club Holdings, Inc. (BJ)is reporting for the quarter ending April 30, 2026. The consumer company's consensus earnings per share forecast from the 10 analysts that follow the stock is $1.04. This value represents a 8.77% decrease compared to the same quarter last year. In the past year BJ has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 3.23%. Zacks Investment Research reports that the 2027 Price to Earnings ratio for BJ is 21.19 vs. an industry ratio of 11.10, implying that they will have a higher earnings growth than their competitors in the same industry. Booz Allen Hamilton Holding Corporation (BAH)is reporting for the quarter ending March 31, 2026. The consulting company's consensus earnings per share forecast from the 6 analysts that follow the stock is $1.32. This value represents a 18.01% decrease compared to the same quarter last year. In the past year BAH has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2026 Price to Earnings ratio for BAH is 12.76 vs. an industry ratio of 15.20. Global Ship Lease, Inc. (GSL)is reporting for the quarter ending March 31, 2026. The shipping company's consensus earnings per share forecast from the 1 analyst that follows the stock is $2.40. This value represents a 9.43% decrease compared to the same quarter last year. In the past year GSL has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 0.43%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for GSL is 4.28 vs. an industry ratio of 7.30. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those o...

Blue-chip companies, including hyperscalers, may be jeopardizing their credit ratings by piling on debt, according to Principal Asset Management. “We have seen some downgrades, and I would expect that that would continue as borrowing ramps up,” Mike Goosay, the $600 billion manager’s global head of fixed income, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Julie Hung on the latest Credit Edge podcast. “I don’t think that’ll have a behavioral effect on the way that investors l

IherPhoto/iStock via Getty Images Strong earnings and energy exposure have helped Canadian equities outperform despite mounting geopolitical and inflation pressures. But with oil risks, rising bond yields, and stretched expectations building, Michael O’Brien, Managing Director and Co-Head of Canadian Equity Portfolio Management at TD Asset Management, says markets may be nearing a critical inflection point. Transcript Greg Bonnell: The Canadian equity market has been resilient, despite geopolitical headwinds. But with growing risks, is the TSX still well-positioned compared to its global peers? Joining us now to discuss is TD Asset Management's Michael O'Brien. Michael, welcome back to the program. Michael O'Brien: Hey, great to be here, Greg. Greg Bonnell: We're not quite at the halfway point of the year, but it's getting warmer here, so I'm starting to feel it. I'm starting to feel it. The markets, we got a lot of ugly headlines. We've had them for months and months and months now. The markets continue to perform and just continue to move higher. What's the dynamic here? Michael O'Brien: Yeah, well, I think what's really saved the day, despite all the pretty unsettling headlines non-stop, it feels like -- I think what's really saved the day for the first part of this year has been very strong earnings delivery from companies across North America, really. The magnitude of both the earnings beats, but also the earnings revisions has been -- very rare that you see that strength. And so I think that's really, despite all the headwinds, despite concerns about the Middle East, despite still some trade frictions here and there, it's really been that underlying earnings growth, and I think a lot of that fueled by this enormous AI capital spending boom. That's really been what's held us in so far. We're kind of getting to an interesting point, though. That old market adage, the market climbs a wall of worries. There's certainly been no shortage of worries. There's a limit ...

LiquidStack GigaModular™ offers flexible capacity, operational resilience and modularity to accelerate high-density AI infrastructure deployments GigaModular 14MW GigaModular 14MW · GlobeNewswire Inc. CARROLLTON, Texas, May 21, 2026 (GLOBE NEWSWIRE) -- LiquidStack , a Trane Technologies company and global leader in liquid cooling technologies for data centers, today announced the commercial availability of its GigaModular™ CDU platform. The platform’s modular, pay-as-you-grow architecture, designed to meet NVIDIA Vera Rubin specifications, enables AI data center operators to deploy liquid cooling infrastructure with greater speed, flexibility and operational simplicity through multi-MW building blocks that scale up to 14 MW. “Purpose-built for high-density AI environments, GigaModular™ helps operators expand cooling capacity without requiring significant infrastructure redesigns or over-provisioning upfront,” said Joe Capes, Vice President at Trane Technologies and General Manager of LiquidStack™. “Its flexible deployment and distribution architecture enables phased buildouts aligned to AI compute demand, while centralized system-level controls help simplify operations, improve efficiency and optimize capital planning.” The GigaModular™ CDU platform supports the demands of both merchant silicon and hyperscale custom silicon heat profiles across application temperature ranges, giving operators greater flexibility as compute and thermal requirements evolve. Designed for AI, HPC, and hyperscale data centers, the platform offers: Centralized control to simplify operations, reduce redundancy and improve infrastructure efficiency at scale. System-level scalability to support coordinated AI infrastructure expansion rather than aggregated independent CDU capacity. Flexible deployment and distribution architecture that adapts to evolving AI workloads, rack densities, and facility layouts. Pay-as-you-grow modular building blocks allowing operators to scale AI capacity increme...

格隆汇5月22日｜据路透援引伊朗高级消息人士称，伊朗的铀浓缩问题及其对霍尔木兹海峡的控制仍然是僵局的关键点。

格隆汇5月22日｜据路透援引伊朗高级消息人士称，双方尚未达成协议，但分歧已缩小。

3d illustration inflation and deflation graph by Deepadesigns via Shutterstock Astera Labs (ALAB) shares are inching higher this morning after Evercore ISI announced a Street-high price target on the fabless semiconductor manufacturer. In his latest research note, analyst Mark Lipacis maintained his “Outperform” rating on ALAB and raised the price objective to $297, signaling more room to the upside. Evercore’s bullish call is particularly exciting given Astera Labs stock has already nearly tripled since late March. Why Evercore ISI Is Bullish on Astera Labs Stock Lipacis’ massive boost to the price target of ALAB shares is fundamentally tied to a structural shift in how hyperscale cloud providers are deploying capital. According to Lipacis, recent channel checks suggest data center spending is set to rapidly pivot toward AI inference infrastructure in the back half of 2026. Because inference workloads require hyper-fast, low-latency communication between processors, Astera Labs’ specialized PCIe 6 connectivity solutions are experiencing a massive demand curve. This macro tailwind complements ALAB’s pristine Q1 results , which featured a 93.5% year-over-year revenue explosion to $308.36 million and gross margins comfortably tracking above 76%. That said, Astera Labs remains unattractive for income-focused investors as it doesn’t currently pay a dividend. Why Else Lipacis Is Constructive on ALAB Shares Evercore ISI’s upgrade cleverly front-ran the highly anticipated industry presentation by Astera’s chief executive, Jitendra Mohan. The investment firm is increasingly confident in the firm’s expanding product moat, particularly the market entry of its Scorpio X-Series intelligent fabric switches and its leadership in the UALink 2.0 connectivity standard. Management recently noted that Astera’s hardware and software are already integrated into nearly 90% of global AI computing servers. With an aggressive Q2 revenue outlook matching or beating top-tier expectations, ana...

3d illustration inflation and deflation graph by Deepadesigns via Shutterstock Astera Labs (ALAB) shares are inching higher this morning after Evercore ISI announced a Street-high price target on the fabless semiconductor manufacturer. In his latest research note, analyst Mark Lipacis maintained his “Outperform” rating on ALAB and raised the price objective to $297, signaling more room to the upside. Evercore’s bullish call is particularly exciting given Astera Labs stock has already nearly tripled since late March. Why Evercore ISI Is Bullish on Astera Labs Stock Lipacis’ massive boost to the price target of ALAB shares is fundamentally tied to a structural shift in how hyperscale cloud providers are deploying capital. According to Lipacis, recent channel checks suggest data center spending is set to rapidly pivot toward AI inference infrastructure in the back half of 2026. Because inference workloads require hyper-fast, low-latency communication between processors, Astera Labs’ specialized PCIe 6 connectivity solutions are experiencing a massive demand curve. This macro tailwind complements ALAB’s pristine Q1 results , which featured a 93.5% year-over-year revenue explosion to $308.36 million and gross margins comfortably tracking above 76%. That said, Astera Labs remains unattractive for income-focused investors as it doesn’t currently pay a dividend. Why Else Lipacis Is Constructive on ALAB Shares Evercore ISI’s upgrade cleverly front-ran the highly anticipated industry presentation by Astera’s chief executive, Jitendra Mohan. The investment firm is increasingly confident in the firm’s expanding product moat, particularly the market entry of its Scorpio X-Series intelligent fabric switches and its leadership in the UALink 2.0 connectivity standard. Management recently noted that Astera’s hardware and software are already integrated into nearly 90% of global AI computing servers. With an aggressive Q2 revenue outlook matching or beating top-tier expectations, ana...

Astera Labs (ALAB) shares are inching higher this morning after Evercore ISI announced a Street-high price target on the fabless semiconductor manufacturer. In his latest research note, analyst Mark Lipacis maintained his “Outperform” rating on ALAB and raised the price objective to $297, signaling more room to the upside. More News from Barchart Evercore’s bullish call is particularly exciting given Astera Labs stock has already nearly tripled since late March. www.barchart.com Why Evercore ISI Is Bullish on Astera Labs Stock Lipacis’ massive boost to the price target of ALAB shares is fundamentally tied to a structural shift in how hyperscale cloud providers are deploying capital. According to Lipacis, recent channel checks suggest data center spending is set to rapidly pivot toward AI inference infrastructure in the back half of 2026. Because inference workloads require hyper-fast, low-latency communication between processors, Astera Labs’ specialized PCIe 6 connectivity solutions are experiencing a massive demand curve. This macro tailwind complements ALAB’s pristine Q1 results, which featured a 93.5% year-over-year revenue explosion to $308.36 million and gross margins comfortably tracking above 76%. That said, Astera Labs remains unattractive for income-focused investors as it doesn’t currently pay a dividend. Why Else Lipacis Is Constructive on ALAB Shares Evercore ISI’s upgrade cleverly front-ran the highly anticipated industry presentation by Astera’s chief executive, Jitendra Mohan. The investment firm is increasingly confident in the firm’s expanding product moat, particularly the market entry of its Scorpio X-Series intelligent fabric switches and its leadership in the UALink 2.0 connectivity standard. Management recently noted that Astera’s hardware and software are already integrated into nearly 90% of global AI computing servers. With an aggressive Q2 revenue outlook matching or beating top-tier expectations, analysts see Astera Labs shares as a premi...

Astera Labs Just Got a Boost From Evercore ISI. What to Know. Barchart

Never miss an episode. Follow The Big Take daily podcast today. Graduation is here — but the jobs aren’t. On today’s Big Take podcast, we check in with recent graduates facing a brutal hiring landscape where 42% are underemployed. We look at what’s driving today’s low-hire, low-quit market, how the AI boom could hamper the job search and what happens when top-tier students finish school without a clear path forward. Read more: A Dozen Young Job Hunters on What It Takes to Get Hired Why More College Graduates Are Stuck in Jobs That Don’t Require Degrees We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Listen and follow The Big Take on Apple Podcasts , Spotify or wherever you get your podcasts. Terminal clients: Visit NSUB to subscribe. This episode was produced by: Julia Press; Editors: Jeffrey Grocott; Fact-checker: Laura Newcombe; Sound Design/Engineer: Alex Sugiura; Senior Producer: Naomi Shavin; Senior Editor: Elisabeth Ponsot; Deputy Executive Producer: Julia Weaver; Executive Producer: Nicole Beemsterboer.

mesut zengin/iStock via Getty Images Enphase Energy ( ENPH ) up 17.8% in Thursday's trading to a new 52-week high of $63.28, a day after Goldman Sachs issued a report discussing solid-state transformers and the company's ability to take advantage. With the pending evolution of modern data centers to 800V DC architecture per the Nvidia roadmap in coming years, Goldman analyst Brian Lee noted the opportunity for power conversion technology across the AI data center footprint that is beginning to come into focus, as several technology firms are planning to roll out advanced transformer technologies to address the efficiency, reliability, and higher power needs of future AI data centers. "The roadmap to transition to 800V DC indicates first deployments starting as early as 2028, and this has set off a race to commercialize" solid-state transformers, Lee wrote, with power inverter suppliers Enphase ( ENPH ) and Solaredge ( SEDG ) already indicating plans to roll out product demos by the end of this year, while industry participants such as ABB ( ABBNY ), GE Vernova ( GEV ), and Siemens ( SIEGY ) also appear to be targeting solutions for the opportunity. Lee estimated the total SST addressable market at ~10 GW in 2030, equating to a revenue opportunity as high as $5B; based on low and high scenarios, the analyst calculated Enphase's ( ENPH ) revenue potential as much as $910M, with additional earnings per share potential in the $0.21-$1.75 range in 2030. Lee maintained a Buy rating on Enphase ( ENPH ) with a $57 price target, up from $51. More on Enphase Energy Enphase Energy Discusses Business Performance, Semiconductor Innovation and Energy Management Architecture - Slideshow Enphase Energy: Testing 2019 Lows, Could Be Value Trap Or Generational Buy Enphase: Energy Independence vs. Regulatory Headwinds

A jump in Treasury yields rattled the bond market this week, but the volatility comes with a silver lining for income-seeking investors: An opportunity to boost portfolio income has arrived. A volatile combination of inflation fears and higher oil prices lifted the 10-year Treasury yield to a high of 4.687% on Tuesday – its highest level dating back to January 2025. The rate on the 30-year Treasury surpassed 5.197% for its highest level since July 2007. Bond yields and prices move in opposite directions, meaning that as yields surged, the value of the issues slid. But those falling prices also provide a window for buying income-generating assets at a discount. "As much as bond investors don't like higher yields because it ends up resulting in cheaper bond prices, these are really attractive all-in yields we are seeing today," said Paul Olmsted, principal, fixed income strategies at Morningstar. Short term time horizons The runup in yields has the pleasant side effect of boosting income for investors socking money away in safer assets for shorter time horizons. Yields on money market funds, certificates of deposit and Treasury bills are well off their highs and have been cooling in recent years in anticipation of rate cuts from the Federal Reserve. "With rates dropping over the past year, people were worried that their safe yield was disappearing," said Barry Glassman, certified financial planner and founder of Glassman Wealth Services in Vienna, Virginia. "If you were disappointed you couldn't lock in 4%-plus yields on safer investments – things like CDs and Treasurys – they're back," he said. Investors with a more conservative bend can also consider laddering CDs or Treasurys, meaning they're making a portfolio of staggered maturities, Glassman said. As each instrument matures, the investor can reinvest the proceeds into new bonds – reinvesting at higher rates should yields continue their upward march. Intermediate duration bonds Investors with a longer-term time h...

Meta Platforms Inc Class A Revenue Breakdown – BVL:METAUS TradingView

Gerber Kawasaki Wealth and Investment Management co-founder and CEO Ross Gerber sees a really exciting time for tech as space and AI converge. He speaks on "Bloomberg The Close." (Source: Bloomberg)

The royal visit comes after the Duchy of Cornwall, which provides private income of more than £20m a year to the prince, announced plans to sell off 20% of its estate over the next decade to invest £500m in housing and environmental projects.