This article first appeared on GuruFocus. A federal jury in Oakland gave OpenAI a critical legal win after rejecting Elon Musk's claims that the company had betrayed its public-benefit mission by shifting toward a for-profit structure. The decision turned on timing, not the core merits of Musk's accusations, with jurors finding that he waited too long to sue. For investors, the ruling could remove...
This article first appeared on GuruFocus. A federal jury in Oakland gave OpenAI a critical legal win after rejecting Elon Musk's claims that the company had betrayed its public-benefit mission by shifting toward a for-profit structure. The decision turned on timing, not the core merits of Musk's accusations, with jurors finding that he waited too long to sue. For investors, the ruling could remove a major overhang for OpenAI as it explores a potential initial public offering, since Musk had sought sweeping remedies that included unwinding OpenAI's conversion last year into a for-profit entity. The verdict followed nearly three weeks of testimony from Musk, Sam Altman, OpenAI President Greg Brockman and other key figures tied to the company's evolution since its 2015 launch. Jurors deliberated for about two hours before reaching a unanimous conclusion, while US District Judge Yvonne Gonzalez Rogers said there was substantial evidence supporting the jury's finding. Musk pushed back after the verdict, arguing that the judge and jury did not rule on the merits of the case, while his lawyers said they plan to appeal. Microsoft (NASDAQ:MSFT) also remains central to the investor read-through after Musk accused the company of aiding OpenAI's shift through $13 billion in investments from 2019 to 2023. Microsoft welcomed the verdict, while testimony showed how much value OpenAI's rise has created, including Microsoft's stake being valued at $135 billion as of October. The legal battle is not finished, with Musk still pursuing monopoly-related claims in the same lawsuit and separate xAI cases against OpenAI, while Tesla (NASDAQ:TSLA) investors may continue watching how Musk's broader courtroom fights shape risk, attention and sentiment around his businesses.
Innodata is increasingly positioning itself as one of the most important behind-the-scenes infrastructure players in the generative AI ecosystem. The company specializes in AI data engineering, evaluation, trust and safety, synthetic data and agentic AI optimization services for frontier model builders and enterprise AI customers. The company’s first-quarter 2026 performance highlighted how rapidl...
Innodata is increasingly positioning itself as one of the most important behind-the-scenes infrastructure players in the generative AI ecosystem. The company specializes in AI data engineering, evaluation, trust and safety, synthetic data and agentic AI optimization services for frontier model builders and enterprise AI customers. The company’s first-quarter 2026 performance highlighted how rapidly its AI-focused strategy is scaling. Revenues surged 54% year over year to a record $90.1 million, while adjusted EBITDA jumped 96% to $25 million. Adjusted gross margin expanded to 47%, well above the company’s long-term 40% target. One of the biggest positives for Innodata is that growth is becoming increasingly diversified. Management disclosed that a leading Big Tech customer, which generated zero revenue a year ago, could contribute roughly $51 million in 2026 revenue and become the company’s second-largest customer. At the same time, revenues from other big tech customers collectively grew 453% year over year in the first quarter. The company also appears well-positioned to benefit from the rapid rise of agentic AI. Management recently launched an Evaluation and Observability Platform designed to monitor and optimize AI agents in production environments. The platform already secured its first $1 million engagement with a hyperscaler customer, while 15 additional companies are evaluating the offering. Another major opportunity lies in sovereign AI, federal AI and physical AI applications. Innodata is expanding into government and defense AI programs through relationships involving computer vision, robotics and missile defense initiatives. Management believes the increasing complexity of AI systems will require specialized data engineering and evaluation capabilities, areas where Innodata is building expertise. Still, Innodata carries meaningful risks. The company remains much smaller than Palantir and depends heavily on continued AI spending from hyperscalers and fron...
Artificial intelligence spending continues to accelerate in 2026 as enterprises, governments and hyperscalers race to operationalize AI at scale. Among the companies benefiting from this trend are Innodata INOD and Palantir Technologies PLTR. While both companies are tied closely to the fast-growing AI ecosystem, their approaches and business models are very different. Innodata is emerging as a cr...
Artificial intelligence spending continues to accelerate in 2026 as enterprises, governments and hyperscalers race to operationalize AI at scale. Among the companies benefiting from this trend are Innodata INOD and Palantir Technologies PLTR. While both companies are tied closely to the fast-growing AI ecosystem, their approaches and business models are very different. Innodata is emerging as a critical AI data engineering and evaluation partner for frontier AI labs, hyperscalers and enterprise AI customers. Palantir, meanwhile, has established itself as one of the dominant enterprise and government AI software platforms through its Artificial Intelligence Platform (AIP), Foundry and Gotham offerings. Both companies recently delivered impressive first-quarter 2026 results and raised guidance, reflecting strong AI demand. However, investors are now trying to determine which stock offers the better combination of growth, profitability, valuation and long-term upside potential. Let’s dive deep and closely compare the fundamentals of the two stocks to determine which one is a better investment now. The Case for Innodata Stock Innodata is increasingly positioning itself as one of the most important behind-the-scenes infrastructure players in the generative AI ecosystem. The company specializes in AI data engineering, evaluation, trust and safety, synthetic data and agentic AI optimization services for frontier model builders and enterprise AI customers. The company’s first-quarter 2026 performance highlighted how rapidly its AI-focused strategy is scaling. Revenues surged 54% year over year to a record $90.1 million, while adjusted EBITDA jumped 96% to $25 million. Adjusted gross margin expanded to 47%, well above the company’s long-term 40% target. One of the biggest positives for Innodata is that growth is becoming increasingly diversified. Management disclosed that a leading Big Tech customer, which generated zero revenue a year ago, could contribute roughly $51 milli...
The iShares Core S&P 500 ETF (NYSEARCA:IVV) and Vanguard’s S&P 500 fund are the two most commonly recommended core holdings in American retirement accounts, and the honest verdict is that picking between them is closer to choosing between two identical sedans than two different cars. IVV tracks the same 500 companies, charges the same headline ... Forget VOO: This iShares S&P 500 ETF Pays Distribu...
The iShares Core S&P 500 ETF (NYSEARCA:IVV) and Vanguard’s S&P 500 fund are the two most commonly recommended core holdings in American retirement accounts, and the honest verdict is that picking between them is closer to choosing between two identical sedans than two different cars. IVV tracks the same 500 companies, charges the same headline ... Forget VOO: This iShares S&P 500 ETF Pays Distributions on the Same Day at Half the Bid Ask Spread
Amazon's (AMZN +0.48%) quiet engagement with IonQ (IONQ +12.46%) reflects the careful ways large companies may choose to explore new business opportunities. Rather than making a long-term commitment, the tech giant made a small investment in the quantum computing specialist, representing a tactical move within a broader strategy related to its cloud-based quantum computing services. Taking a look ...
Amazon's (AMZN +0.48%) quiet engagement with IonQ (IONQ +12.46%) reflects the careful ways large companies may choose to explore new business opportunities. Rather than making a long-term commitment, the tech giant made a small investment in the quantum computing specialist, representing a tactical move within a broader strategy related to its cloud-based quantum computing services. Taking a look at Amazon's investment in IonQ According to 13F filings, Amazon took an initial stake in IonQ during the second quarter of 2025, acquiring 854,207 shares. Technology giants like Amazon don't typically buy shares in specialized companies without clear business alignment. I think the investment in IonQ allowed the company to signal potential interest for a collaboration with Amazon Web Services (AWS) while also gaining indirect exposure to advancements in trapped-ion quantum systems. Investing in IonQ could have been a way to strengthen ties in AWS' emerging quantum ecosystem without requiring Amazon to raise its already aggressive capital expenditure roadmap. At the end of the day, the scale of its IonQ investment remained modest relative to Amazon's liquidity resources, suggesting it served more as a bridge and a hedge for its internal developments rather than a core pillar of the company's quantum AI roadmap. Expand NYSE : IONQ IonQ Today's Change ( 12.46 %) $ 6.54 Current Price $ 59.01 Key Data Points Market Cap $20B Day's Range $ 53.97 - $ 61.12 52wk Range $ 25.89 - $ 84.64 Volume 2.3M Avg Vol 29M Gross Margin -2879.52 % Why Amazon may have been interested in IonQ Several factors probably motivated Amazon's investment in IonQ. First, the integration of IonQ's quantum hardware with AWS Braket, Amazon's managed service for quantum computing experiments, was likely core to the thesis. Developers can access IonQ's systems directly through AWS, creating a seamless experience for running hybrid quantum-classical workloads. In theory, this enhances Braket's appeal and could dra...
Key Points Last year, Amazon made an investment in IonQ. Both Amazon and IonQ are exploring quantum computing hardware and software services. 10 stocks we like better than IonQ › Amazon's (NASDAQ: AMZN) quiet engagement with IonQ (NYSE: IONQ) reflects the careful ways large companies may choose to explore new business opportunities. Rather than making a long-term commitment, the tech giant made a ...
Key Points Last year, Amazon made an investment in IonQ. Both Amazon and IonQ are exploring quantum computing hardware and software services. 10 stocks we like better than IonQ › Amazon's (NASDAQ: AMZN) quiet engagement with IonQ (NYSE: IONQ) reflects the careful ways large companies may choose to explore new business opportunities. Rather than making a long-term commitment, the tech giant made a small investment in the quantum computing specialist, representing a tactical move within a broader strategy related to its cloud-based quantum computing services. 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 » Taking a look at Amazon's investment in IonQ According to 13F filings, Amazon took an initial stake in IonQ during the second quarter of 2025, acquiring 854,207 shares. Technology giants like Amazon don't typically buy shares in specialized companies without clear business alignment. I think the investment in IonQ allowed the company to signal potential interest for a collaboration with Amazon Web Services (AWS) while also gaining indirect exposure to advancements in trapped-ion quantum systems. Investing in IonQ could have been a way to strengthen ties in AWS' emerging quantum ecosystem without requiring Amazon to raise its already aggressive capital expenditure roadmap. At the end of the day, the scale of its IonQ investment remained modest relative to Amazon's liquidity resources, suggesting it served more as a bridge and a hedge for its internal developments rather than a core pillar of the company's quantum AI roadmap. Why Amazon may have been interested in IonQ Several factors probably motivated Amazon's investment in IonQ. First, the integration of IonQ's quantum hardware with AWS Braket, Amazon's managed service for quantum computing experiments, was likely core to the thesis. Developers c...
I’ll cut to the chase. Bloom Energy (NYSE:BE) has been one of the most spectacular winners of the AI infrastructure trade, but my proprietary model says the rally has gotten ahead of fundamentals. Our 24/7 Wall St. price target for Bloom Energy is $207.62, implying roughly 20.55% downside from the current $261.34 quote. The recommendation ... Bloom Energy’s Rally May Have Pushed the Stock Too Far
I’ll cut to the chase. Bloom Energy (NYSE:BE) has been one of the most spectacular winners of the AI infrastructure trade, but my proprietary model says the rally has gotten ahead of fundamentals. Our 24/7 Wall St. price target for Bloom Energy is $207.62, implying roughly 20.55% downside from the current $261.34 quote. The recommendation ... Bloom Energy’s Rally May Have Pushed the Stock Too Far
John M. Chase/iStock Unreleased via Getty Images Richmond Fed President Tom Barkin on Thursday questioned whether the Federal Reserve can continue to “look through” supply shocks, a convention that has served monetary policy well for decades. The answer hinges on whether businesses start reducing headcount more actively, consumers reduce their spending more dramatically, and inflation expectations...
John M. Chase/iStock Unreleased via Getty Images Richmond Fed President Tom Barkin on Thursday questioned whether the Federal Reserve can continue to “look through” supply shocks, a convention that has served monetary policy well for decades. The answer hinges on whether businesses start reducing headcount more actively, consumers reduce their spending more dramatically, and inflation expectations stay anchored, he said in a speech in Raleigh, North Carolina. Barkin noted that the U.S. economy has been buffeted by a series of supply shocks but has remained resilient. "I've been asking myself whether we've entered an era where supply shocks will become more frequent," he said. "Supply chains could face increased risk" from geopolitical tensions, trade fragmentation, more frequent severe weather events, rising government debt, cyber risk, and slowing workforce growth, among other things, he said. "If that occurs, does the Fed have the luxury of riding out all the waves that come our way?" Barkin asked. "For me, it comes down to how much businesses, consumers, and inflation expectations can take." Still, he won't be quick to adjust policy due to supply shocks. "Raising rates to weaken demand doesn’t address the root cause behind supply shock-driven inflation. It doesn’t free up trade routes, reopen factories, or melt ice," he explained. "You wouldn't want to address a bird flu-driven egg shortage by slowing demand across the economy." The good news is that long-term inflation expectations appear to be well anchored, but Barkin isn't taking that for granted. "With inflation above our 2% target for over five years now, it’s worth asking whether the cumulative impact of so many waves risks loosening the anchor," he said. Another counterweight to some of the more volatile factors may be technology. "One should never ignore the potential of technology to stimulate new demand, reduce costs, and create new sources of supply, as we’ve seen with e-commerce," Barkin said. The Fe...
Since the oil-price shock from President Donald Trump’s Iran war unleashed the biggest jump in inflation since 2023, bond prices have tumbled, pushing yields on some US government debt to the highest levels in nearly two decades. The rate on 10-year Treasuries, which sets the floor for mortgages, has climbed to around 4.6%, with traders saying 5% is within reach. Gennadiy Goldberg, Head of US Rate...
Since the oil-price shock from President Donald Trump’s Iran war unleashed the biggest jump in inflation since 2023, bond prices have tumbled, pushing yields on some US government debt to the highest levels in nearly two decades. The rate on 10-year Treasuries, which sets the floor for mortgages, has climbed to around 4.6%, with traders saying 5% is within reach. Gennadiy Goldberg, Head of US Rates Strategy at TD Securities, joins to discuss rates breaking through key technical levels, what's really driving the selloff, and how the Fed should react. (Source: Bloomberg)
The UK’s most powerful union leader has said he is angry at the state of Labour and Keir Starmer’s government and warned that significant change is needed to prevent Reform UK from winning power. In his first intervention as the battle rages over the future of the Labour leadership, the TUC’s general secretary, Paul Nowak, said it was clear there was an “overwhelming sense of frustration” with Sta...
The UK’s most powerful union leader has said he is angry at the state of Labour and Keir Starmer’s government and warned that significant change is needed to prevent Reform UK from winning power. In his first intervention as the battle rages over the future of the Labour leadership, the TUC’s general secretary, Paul Nowak, said it was clear there was an “overwhelming sense of frustration” with Starmer in a statement issued by Labour-affiliated trade unions last week that called for the prime minister to step down before the next election. Nowak said the statement from the Labour unions was clear about the change that was now needed. “They don’t think he could lead Labour into the next election. I’m not going to cut across where our Labour unions are at, but whoever is in No 10, they’ve got to show working-class people that they are on their side. “I think what you got from that statement was that overwhelming sense of frustration, 22 months out from that landslide election victory, which Labour won on the basis of a manifesto that had one word on the cover: ‘Change’. For a lot of people there hasn’t been any real change. They certainly haven’t felt it in their pockets. I get that sense of frustration, 100%.” Nowak said the results of the elections on 7 May were devastating for Labour and showed the country was on course for a Reform government unless there was radical change. But he said there was still time for the party to recover in the three years before the next general election and Labour should not be “fatalistic”. TUC polling in the aftermath of the elections found that fewer than one in five people think they are becoming better off, while nearly half (46%) think their personal finances are getting worse. The cost of living was the top issue for 65% of people, almost double the proportion who named immigration. Nowak, whose union body had been a strong supporter of the Starmer government, said the state of the polls made him “angry, to be honest with you – ...
The BBC understands Kennedy wanted to focus on the caring responsibilities of his family, and it was a joint decision between him and the party for him to stand down.
The BBC understands Kennedy wanted to focus on the caring responsibilities of his family, and it was a joint decision between him and the party for him to stand down.
POET Technologies (NASDAQ:POET) has been one of the wildest small-cap AI infrastructure stories of 2026, with shares riding a 133.49% year-to-date rally on a marquee Lumilens supply agreement. After running this name through our proprietary model, the rally has gotten ahead of the fundamentals. Earlier this month, we’d a buy call for the stock with ... Prediction: POET Stock’s Outlook Just Turned ...
POET Technologies (NASDAQ:POET) has been one of the wildest small-cap AI infrastructure stories of 2026, with shares riding a 133.49% year-to-date rally on a marquee Lumilens supply agreement. After running this name through our proprietary model, the rally has gotten ahead of the fundamentals. Earlier this month, we’d a buy call for the stock with ... Prediction: POET Stock’s Outlook Just Turned Bleak
An Ankara court on Thursday annulled the 2023 leadership election of Turkey’s main opposition CHP party, state news agency Anadolu reported, in a sharp escalation against the country’s embattled opposition. The ruling overturns the result of the leadership election that brought in current party head Ozgur Ozel and ordered that the party’s former long-term chairman, Kemal Kilicdaroglu - who lost th...
An Ankara court on Thursday annulled the 2023 leadership election of Turkey’s main opposition CHP party, state news agency Anadolu reported, in a sharp escalation against the country’s embattled opposition. The ruling overturns the result of the leadership election that brought in current party head Ozgur Ozel and ordered that the party’s former long-term chairman, Kemal Kilicdaroglu - who lost the election to Ozel - take over as interim leader. In response, the party urged its senior membership to gather at its Ankara headquarters. Advertisement The news prompted Istanbul’s BIST 100, Turkey’s main stock exchange, to fall by more than six per cent. The case concerns allegations of vote buying at the CHP congress in November 2023, with prosecutors alleging that Ozel secured his own election through putting pressure on certain delegates with promises of jobs and other kickbacks. Advertisement In October, an Ankara court had thrown out an earlier vote buying case over that election on grounds that it had no substance, but prosecutors appealed the ruling, with the court finding in their favour. Critics say the vote-buying case is a politically motivated attempt to undermine Turkey’s oldest political party, which won a huge victory over President Recep Tayyip Erdogan’s AKP in 2024 local elections and has been rising in the polls.
Spencer Platt/Getty Images News Exxon Mobil ( XOM ) said proxy advisory firms Glass Lewis and Institutional Shareholder Services have a conflict of interest in recommending that investors vote against the oil company's plan to redomicile in Texas from New Jersey, The Wall Street Journal reported Thursday. Exxon ( XOM ) plans to run full-page ads in major newspapers, including WSJ , to make its cas...
Spencer Platt/Getty Images News Exxon Mobil ( XOM ) said proxy advisory firms Glass Lewis and Institutional Shareholder Services have a conflict of interest in recommending that investors vote against the oil company's plan to redomicile in Texas from New Jersey, The Wall Street Journal reported Thursday. Exxon ( XOM ) plans to run full-page ads in major newspapers, including WSJ , to make its case that the proxy advisors should have disclosed their ongoing legal battle with Texas Attorney General Ken Paxton, citing a state law requiring the firms to disclose their motivations for their recommendations. "We're not surprised the two dominant proxy advisory firms ISS and Glass Lewis are against our redomiciliation to Texas," the ads say. "But we are surprised both firms didn't disclose their ongoing litigation with the Texas Attorney General under their conflict-of-interest policies." Glass Lewis and ISS have sued Paxton's office over its enforcement of the 2025 Texas law requiring proxy advisors to disclose when their recommendations are based on non-financial factors, such as environmental considerations, arguing the law violated their First Amendment rights and winning preliminary injunctions against its enforcement last summer. Paxton's filed a lawsuit this week against ISS for allegedly misleading investors, claiming the firm is giving priority to "its own environmental, social, and governance agenda over the fiscal well-being of its clients" and is trying to "obstruct" Exxon's ( XOM ) planned move to Texas. Glass Lewis and ISS are arguing that Exxon's ( XOM ) move would eliminate investor protections established under New Jersey law, but the oil company said it is not adopting any elective provisions of the Texas corporate statute that weaken shareholder rights. Exxon ( XOM ) shareholders will vote on the relocation plans at the company's May 27 annual meeting. More on Exxon Mobil Exxon Mobil: Overvalued Despite Impressive Assets Exxon Mobil Sees The Silver Lini...
e.l.f. Beauty, Inc. ELF posted fourth-quarter fiscal 2026 results, wherein both the top and bottom lines beat estimates. The top line increased year over year, while the adjusted EPS declined compared to the prior-year period. ELF Q4 Results: Key Metrics & Insights ELF posted adjusted earnings of 32 cents per share, down 59% from 78 cents a year ago. The figure beat the Zacks Consensus Estimate of...
e.l.f. Beauty, Inc. ELF posted fourth-quarter fiscal 2026 results, wherein both the top and bottom lines beat estimates. The top line increased year over year, while the adjusted EPS declined compared to the prior-year period. ELF Q4 Results: Key Metrics & Insights ELF posted adjusted earnings of 32 cents per share, down 59% from 78 cents a year ago. The figure beat the Zacks Consensus Estimate of 29 cents. e.l.f. Beauty Price, Consensus and EPS Surprise e.l.f. Beauty price-consensus-eps-surprise-chart | e.l.f. Beauty Quote Net sales of $449.3 million rose 35.1% year over year from $332.7 million and surpassed the Zacks Consensus mark of $426 million. The quarter’s sales increase was driven by growth in both retail and e-commerce channels, spanning the United States and international markets. The company highlighted that Rhode contributed $113 million in net sales during the fiscal fourth quarter, while organic net sales growth for the quarter was 1%. e.l.f. Beauty’s Margin & Cost Performance Gross profit increased to $326.5 million, up 37.7% year over year from $237 million. Gross margin improved about 140 basis points year over year to 73% in the fiscal fourth quarter. The company cited pricing benefits as the primary tailwind, while also flagging higher tariffs as a partial offset. Adjusted selling, general and administrative expenses increased significantly by 73.1% year over year to $300 million from $173.3 million. The increase is primarily due to higher marketing, merchandising and distribution costs, compensation and benefits, depreciation and amortization, professional fees and regulatory fees. The company reported adjusted EBITDA of $58.8 million, down 27.7% year over year from $81.4 million in the prior-year period. Adjusted EBITDA margin declined to 13% of net sales, indicating pressure on overall profitability during the period. ELF’s Balance Sheet & Financial Position Cash and cash equivalents were $289.7 million as of March 31, 2026, while total debt ...
US President Donald Trump speaks during an announcement with Environmental Protection Agency (EPA) Administrator Lee Zeldin in the Oval Office of the White House in Washington, DC on May 21, 2026. Kent Nishimura | AFP | Getty Images President Donald Trump on Thursday said he postponed an upcoming signing ceremony for his administration's much-anticipated executive order on the artificial intellige...
US President Donald Trump speaks during an announcement with Environmental Protection Agency (EPA) Administrator Lee Zeldin in the Oval Office of the White House in Washington, DC on May 21, 2026. Kent Nishimura | AFP | Getty Images President Donald Trump on Thursday said he postponed an upcoming signing ceremony for his administration's much-anticipated executive order on the artificial intelligence industry. The event, which was set for later Thursday afternoon, was delayed "because I didn't like certain aspects of it," Trump told reporters in the Oval Office. The U.S. is ahead of China and the rest of the world on AI and "I don't want to do anything that's going to get in the way of that lead," Trump said. He added that AI is "causing tremendous good," and he was concerned that the executive order "could have been a blocker." The postponement was first reported earlier Thursday by Axios . The White House referred CNBC to Trump's remarks when asked for comment on the delay. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
00:00 Speaker A Now, things that are definitely heating up massively. This is the biggest story of the day, and there's two very specific crypto elements to it. But let's break it down. 00:09 Speaker A First, SpaceX confirms plans for an IPO that could make Elon Musk a trillionaire. 00:16 Speaker A That's so much money. 00:19 Speaker A It's an absurd, insane amount of money, but you know what? Goo...
00:00 Speaker A Now, things that are definitely heating up massively. This is the biggest story of the day, and there's two very specific crypto elements to it. But let's break it down. 00:09 Speaker A First, SpaceX confirms plans for an IPO that could make Elon Musk a trillionaire. 00:16 Speaker A That's so much money. 00:19 Speaker A It's an absurd, insane amount of money, but you know what? Good for him. 00:23 Speaker A Holding his hands like that, looking all looking all serious and trillionary. 00:29 Speaker A Now, listen, this is going to go on the Nasdaq, so I'm sure there was a battle for where this will be listed on June 12th under this ticker SPCX. 00:36 Speaker A So they're raising $75 billion, which is the largest IPO ever exceeding Saudi Aramco, which was 29.4 million and of course you have the whole syndicate running this IPO, Goldman, Morgan Stanley, Bank of America, City Bank, JPM. 00:49 Speaker A All the friends. I'm going to tell you about those guys tomorrow actually. I have a plan for that. 00:54 Speaker A But what maybe more interesting is talk about the valuation. So the target here is 1.5 trillion. Many are saying it'll be 1.75. Polymarkets 70% chance will be over 2 trillion dollars when this launches. 01:03 Speaker A But doing some back of the napkin math, that is 94 times 2025 revenue. 01:11 Speaker A Now your average space stock trades at about 4X sales. So we can say this isn't an average space stock, right? This is SpaceX. but still, this will be trading at 23X the industry average. 01:20 Speaker A Now to give you some context at Nvidia's peak at the peak of AI hype, their multiple was 30X sales. So this puts them at three times the peak of AI hype on Nvidia at their valuation. 01:32 Speaker A Now looking at the numbers, Q1 they lost $1.94 billion and their 2025 capX was 20.7 billion. The revenue was 18.5. So they lost almost $2 billion-ish, just over, actually. 01:43 Speaker A And if you want to figure out what this valuation should be m...
SpaceX just filed its S-1, officially paving the way for a mid-June IPO. In this video, I'll share some of the most important takeaways from the filing, as well as some key information that investors should have before considering the stock for their portfolio. *Stock prices used were the morning prices of May 21, 2026. The video was published on May 21, 2026. Continue reading
SpaceX just filed its S-1, officially paving the way for a mid-June IPO. In this video, I'll share some of the most important takeaways from the filing, as well as some key information that investors should have before considering the stock for their portfolio. *Stock prices used were the morning prices of May 21, 2026. The video was published on May 21, 2026. Continue reading
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, be...
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cutting-edge growth stocks. Broadcom Inc. (AVGO) is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Score, but also carries a top Zacks Rank. Research shows that stocks carrying the best growth features consistently beat the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better. Here are three of the most important factors that make the stock of this chipmaker a great growth pick right now. Earnings Growth Earnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration. While the historical EPS growth rate for Broadcom Inc. is 19.8%, investors should actually focus on the projected growth. The company's EPS is expected to grow 68.1% this year, crushing the industry average, which calls for EPS growth of 33.2%. Cash Flow Growth Cash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies....
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to ...
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects. Broadcom Inc. (AVGO) is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Score, but also carries a top Zacks Rank. Studies have shown that stocks with the best growth features consistently outperform the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better. While there are numerous reasons why the stock of this chipmaker is a great growth pick right now, we have highlighted three of the most important factors below: Earnings Growth Earnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration. While the historical EPS growth rate for Broadcom Inc. is 23%, investors should actually focus on the projected growth. The company's EPS is expected to grow 29.4% this year, crushing the industry average, which calls for EPS growth of 15%. Cash Flow Growth Cash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-o...
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end c...
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects. Garrett Motion (GTX) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank. Studies have shown that stocks with the best growth features consistently outperform the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better. Here are three of the most important factors that make the stock of this maker of vehicle turbocharging and electric-boosting gear a great growth pick right now. Earnings Growth Earnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration. While the historical EPS growth rate for Garrett Motion is 1.3%, investors should actually focus on the projected growth. The company's EPS is expected to grow 20.4% this year, crushing the industry average, which calls for EPS growth of 17.8%. Cash Flow Growth While cash is the lifeblood of any business, higher-than-average cash flow growth is more important and beneficial for grow...
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to signific...
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects. Chefs' Warehouse (CHEF) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank. Studies have shown that stocks with the best growth features consistently outperform the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy). While there are numerous reasons why the stock of this distributor of specialty food products is a great growth pick right now, we have highlighted three of the most important factors below: Earnings Growth Earnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration. While the historical EPS growth rate for Chefs' Warehouse is 19.6%, investors should actually focus on the projected growth. The company's EPS is expected to grow 12.2% this year, crushing the industry average, which calls for EPS growth of 7.4%. Cash Flow Growth Cash is the lifeblood of any business, but higher-than-average cash flow growth is more benefici...