U.S. stocks (^DJI, ^GSPC, ^IXIC) have rallied over the past three weeks, fueled by strong earnings and optimism around a potential resolution to the U.S.-Iran conflict. Yahoo Finance’s Julie Hyman and Head of News Myles Udland break down the stealth rally and spotlight some of the top names leading the tech-driven surge, including Intel (INTC), Sandisk (SNDK), Micron (MU), Seagate (STX), and Arm (...
U.S. stocks (^DJI, ^GSPC, ^IXIC) have rallied over the past three weeks, fueled by strong earnings and optimism around a potential resolution to the U.S.-Iran conflict. Yahoo Finance’s Julie Hyman and Head of News Myles Udland break down the stealth rally and spotlight some of the top names leading the tech-driven surge, including Intel (INTC), Sandisk (SNDK), Micron (MU), Seagate (STX), and Arm (ARM).
Lorado/E+ via Getty Images Investment Thesis Celestica ( CLS ) is evolving from a conventional manufacturing company to become an indispensable player in AI infrastructure. Since my last coverage , the share price has rallied by around 40% but I think that the potential of the imminent AI infrastructure boom remains largely undervalued by the markets. The bull case hinges on clear visibility on th...
Lorado/E+ via Getty Images Investment Thesis Celestica ( CLS ) is evolving from a conventional manufacturing company to become an indispensable player in AI infrastructure. Since my last coverage , the share price has rallied by around 40% but I think that the potential of the imminent AI infrastructure boom remains largely undervalued by the markets. The bull case hinges on clear visibility on the demand from hyperscalers until 2028 through binding agreements, which allows for accelerated capacity build-out and sourcing of components. Celestica is highly leveraged to the 800G network infrastructure and the nascent 1.6T network infrastructure, co-packaging of optics, liquid cooling and rack-scale AI solutions. Data by YCharts The $25 Billion AI Manufacturing Inflection Celestica has secured business awards extending into 2028, with customers agreeing to non-cancellable and non-returnable contract terms. I believe this contract structure transfers demand risk from Celestica to buyers and buyers absorb volume fluctuation risks. Celestica utilizes this demand visibility to finalize supply agreements extending years. The company procures components possessing extended lead times as procuring components matching capacity plans guarantees production continuity. The Communications and Cloud Solutions division forms 80% of Celestica topline. Within this division, hyperscalers accelerate purchases of 800G switches as mass production commences for 1.6T switches. Celestica holds 10 1.6T programs and deployments escalate into FY27. Operations shift to co-packaged optics using Broadcom Tomahawk 6 Davisson modules. The Co-packaged optics need system design expertise and solving thermal management and signal integrity issues blocks market entrants. Q1 Earnings Moreover, I see Celestica captures operating margins by performing codesign engineering. The enterprise end market indicates topline expansion multiplying 101%. Clients initiate machine intelligence compute program ramps tha...
Gold has historically solved one portfolio problem (inflation hedging and currency debasement protection) while creating another: it generates zero cash flow. A bar of bullion sitting in a vault produces no dividends, no interest, no coupons. The NEOS Gold High Income ETF (NYSEARCA:IAUI) was designed specifically to address that gap, layering an options-and-Treasury structure on ... NEOS Gold High...
Gold has historically solved one portfolio problem (inflation hedging and currency debasement protection) while creating another: it generates zero cash flow. A bar of bullion sitting in a vault produces no dividends, no interest, no coupons. The NEOS Gold High Income ETF (NYSEARCA:IAUI) was designed specifically to address that gap, layering an options-and-Treasury structure on ... NEOS Gold High Income ETF Delivers 24% Returns Since Launch, But With a Catch
posteriori/E+ via Getty Images Stocks for the week ended April 24 were 2,205 Bcf vs. 2,142 Bcf for the week ended April 24. Net change: +63 Bcf . Consensus: + 72B. Natural Gas Futures ( NG1:COM ) -0.8% to $ 2.71 /MMBtu. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( FCG ), ( UNL ), ( HNU:CA ) Click here to read the full EIA Weekly Natural Gas Storage Report. More on Natural Gas Futures, United States Natura...
posteriori/E+ via Getty Images Stocks for the week ended April 24 were 2,205 Bcf vs. 2,142 Bcf for the week ended April 24. Net change: +63 Bcf . Consensus: + 72B. Natural Gas Futures ( NG1:COM ) -0.8% to $ 2.71 /MMBtu. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( FCG ), ( UNL ), ( HNU:CA ) Click here to read the full EIA Weekly Natural Gas Storage Report. More on Natural Gas Futures, United States Natural Gas Fund LP ETF, etc. Commodities: U.S.-Iran Peace Deal Hopes Natural Gas Remains Under Pressure, But Recovery Odds Increase U.S. February Oil Production Rebounds Gas shock splits U.S. into fuel haves and have-nots - NY Fed Strait of Hormuz reopening odds jump as U.S.-Iran deal talks advance
CRA International press release ( CRAI ): Q1 Non-GAAP EPS of $1.99 misses by $0.03 . Revenue of $201.0M (+10.5% Y/Y) beats by $7.18M . More on CRA International CRA International outlines $785M–$805M 2026 revenue target while advancing AI-driven consulting CRA International Non-GAAP EPS of $2.06 misses by $0.01, revenue of $197M beats by $6.46M Seeking Alpha’s Quant Rating on CRA International
CRA International press release ( CRAI ): Q1 Non-GAAP EPS of $1.99 misses by $0.03 . Revenue of $201.0M (+10.5% Y/Y) beats by $7.18M . More on CRA International CRA International outlines $785M–$805M 2026 revenue target while advancing AI-driven consulting CRA International Non-GAAP EPS of $2.06 misses by $0.01, revenue of $197M beats by $6.46M Seeking Alpha’s Quant Rating on CRA International
In January 2018, Greg Brockman , a co-founder of OpenAI, sent Elon Musk a lengthy memo about the future of the artificial intelligence lab, which was then structured as a not-for-profit entity. Musk had been urging Brockman and another OpenAI co-founder Sam Altman to consider merging the lab with his electric-car company, Tesla Inc . This would provide sufficient financial resources for their rese...
In January 2018, Greg Brockman , a co-founder of OpenAI, sent Elon Musk a lengthy memo about the future of the artificial intelligence lab, which was then structured as a not-for-profit entity. Musk had been urging Brockman and another OpenAI co-founder Sam Altman to consider merging the lab with his electric-car company, Tesla Inc . This would provide sufficient financial resources for their research efforts while giving Musk control over OpenAI. Musk claimed the last part was a side benefit. All he cared about was making sure that someone would create AI technology that would help humanity. Brockman’s memo argued against this union, using similarly altruistic language. He pointed to the progress OpenAI had already made and suggested that Musk’s proposal to merge the lab into a for-profit company would represent a setback. “Our biggest tool is the moral high ground,” he wrote. “AI is going to shake up the fabric of society, and our fiduciary duty should be to humanity.” The argument over who should control the creator of ChatGPT became public as part of a lawsuit that’s playing out in a federal courthouse in Oakland, California, pitting Musk against Altman and Brockman . The trial, which started last week with Musk taking the witness stand, boils down to who deserves what Brockman called “our biggest tool.” Unfortunately at the moment, both sides are doing a good job of relinquishing any claim they might have had to moral authority. Musk contends he brought the suit because Altman and Brockman stole a nonprofit from him, and he is seeking their removal, up to $134 billion in damages and a reinstatement of the old structure. Musk has said the money would go to OpenAI, though it’s very likely a verdict in his favor would still enrich him. Forcing OpenAI to go back to being a nonprofit would derail its effort to go public at a valuation of $1 trillion or more and make it much harder to raise money to pay for the computing it needs. Meanwhile, Musk’s company SpaceX ope...
Tenaz Energy press release ( TNZ:CA ): Revenue of C$133.29M (-24.7% Y/Y). Diluted FFO per share of C$1.89. More on Tenaz Energy Tenaz Energy: An Important Call Option On European Natural Gas Prices Best performing energy foreign stocks YTD Historical earnings data for Tenaz Energy Financial information for Tenaz Energy
Tenaz Energy press release ( TNZ:CA ): Revenue of C$133.29M (-24.7% Y/Y). Diluted FFO per share of C$1.89. More on Tenaz Energy Tenaz Energy: An Important Call Option On European Natural Gas Prices Best performing energy foreign stocks YTD Historical earnings data for Tenaz Energy Financial information for Tenaz Energy
China made Brazil its top global investment destination last year, pouring US$6.1 billion into the country across a record 52 projects. The figures come from the China-Brazil Business Council (CBBC), which released its annual report on Thursday. The 45 per cent jump in value from the previous year far outpaced the 4.8 per cent rise in total foreign investment into Brazil. It also dwarfed China’s w...
China made Brazil its top global investment destination last year, pouring US$6.1 billion into the country across a record 52 projects. The figures come from the China-Brazil Business Council (CBBC), which released its annual report on Thursday. The 45 per cent jump in value from the previous year far outpaced the 4.8 per cent rise in total foreign investment into Brazil. It also dwarfed China’s worldwide outbound flows, which grew just 1.3 per cent. Brazil absorbed 10.9 per cent of all Chinese...
If startup visibility, traction, and real deals matter, you should be on the TechCrunch Disrupt 2026 exhibit floor. Get your 6' exhibit table before your competitor does.
If startup visibility, traction, and real deals matter, you should be on the TechCrunch Disrupt 2026 exhibit floor. Get your 6' exhibit table before your competitor does.
Tenable (NASDAQ: TENB) is a cybersecurity company with a market capitalization of just $2.4 billion, so it's much smaller than some of the industry leaders, including CrowdStrike and Palo Alto Networks , which are worth more than $100 billion each. However, Tenable specializes in a niche called exposure management, which is a proactive form of cybersecurity designed to identify vulnerabilities in ...
Tenable (NASDAQ: TENB) is a cybersecurity company with a market capitalization of just $2.4 billion, so it's much smaller than some of the industry leaders, including CrowdStrike and Palo Alto Networks , which are worth more than $100 billion each. However, Tenable specializes in a niche called exposure management, which is a proactive form of cybersecurity designed to identify vulnerabilities in corporate networks before they can be exploited by malicious actors. This is a valuable segment of the industry, but it means Tenable has a smaller addressable market than its peers that offer more holistic solutions. Tenable stock is down 65% from its 2022 record high, but its business is growing nicely, and so Wall Street thinks the dip might be an opportunity. The analysts tracked by The Wall Street Journal have a consensus overweight (bullish) weighting on the stock, and their average price target points to solid upside over the next 12 months. Continue reading
JHVEPhoto/iStock Editorial via Getty Images Micron Technology ( MU ) continues to present a compelling investment opportunity despite its remarkable run-up, according to Steve Cress, Seeking Alpha’s head of Quant, in a recent podcast interview. Cress highlighted the semiconductor maker’s exceptional combination of low valuation and explosive growth potential. “The stock only has a PE of 9.9 times,...
JHVEPhoto/iStock Editorial via Getty Images Micron Technology ( MU ) continues to present a compelling investment opportunity despite its remarkable run-up, according to Steve Cress, Seeking Alpha’s head of Quant, in a recent podcast interview. Cress highlighted the semiconductor maker’s exceptional combination of low valuation and explosive growth potential. “The stock only has a PE of 9.9 times,” Cress noted, comparing it with the sector median of about 32x. “Yet when you look at the company’s growth rate, the forward EPS growth rate is 327%.” The stock has delivered impressive returns, up 720% from a year earlier and 80% over the last month. Asked about Micron’s cyclical nature, Cress emphasized that the quant system focuses on underlying fundamentals. “If the data is there and the growth is there, the valuation framework is there and the profitability is there… it’s still going to be a strong buy,” he explained. Cress concluded that at roughly 10x earnings with such substantial growth projections, “the stock still has a lot of legs.” Seeking Alpha More on Micron Technology Micron Technology: I Think There Is A Clear Path To Over $1,500 Know When To Hold 'Em And When To Fold 'Em Micron: I'm Trimming My Position Despite The AI Gold Rush Western Digital, Micron among group getting price target hikes at Mizuho on AI tailwinds AI cloud providers gain ground as Micron makes lone jump among chip stocks
JHVEPhoto/iStock Editorial via Getty Images Micron Technology ( MU ) continues to present a compelling investment opportunity despite its remarkable run-up, according to Steve Cress, Seeking Alpha’s head of Quant, in a recent podcast interview. Cress highlighted the semiconductor maker’s exceptional combination of low valuation and explosive growth potential. “The stock only has a PE of 9.9 times,...
JHVEPhoto/iStock Editorial via Getty Images Micron Technology ( MU ) continues to present a compelling investment opportunity despite its remarkable run-up, according to Steve Cress, Seeking Alpha’s head of Quant, in a recent podcast interview. Cress highlighted the semiconductor maker’s exceptional combination of low valuation and explosive growth potential. “The stock only has a PE of 9.9 times,” Cress noted, comparing it with the sector median of about 32x. “Yet when you look at the company’s growth rate, the forward EPS growth rate is 327%.” The stock has delivered impressive returns, up 720% from a year earlier and 80% over the last month. Asked about Micron’s cyclical nature, Cress emphasized that the quant system focuses on underlying fundamentals. “If the data is there and the growth is there, the valuation framework is there and the profitability is there… it’s still going to be a strong buy,” he explained. Cress concluded that at roughly 10x earnings with such substantial growth projections, “the stock still has a lot of legs.” Seeking Alpha More on Micron Technology Micron Technology: I Think There Is A Clear Path To Over $1,500 Know When To Hold 'Em And When To Fold 'Em Micron: I'm Trimming My Position Despite The AI Gold Rush Western Digital, Micron among group getting price target hikes at Mizuho on AI tailwinds AI cloud providers gain ground as Micron makes lone jump among chip stocks