Nvidia and AMD have witnessed contrasting fortunes on the stock market this year, which is why one of them is available at a really attractive valuation.
Nvidia and AMD have witnessed contrasting fortunes on the stock market this year, which is why one of them is available at a really attractive valuation.
Investing.com -- Shares in semiconductor, optical networking, and data storage companies have surged in premarket trading on Wednesday, driven by tightening global memory chip supply and a boost in sentiment as Nvidia Chief Executive Jensen Huang joined President Donald Trump on his visit to China.
Investing.com -- Shares in semiconductor, optical networking, and data storage companies have surged in premarket trading on Wednesday, driven by tightening global memory chip supply and a boost in sentiment as Nvidia Chief Executive Jensen Huang joined President Donald Trump on his visit to China.
Shares of Nebius Group rose sharply Wednesday after the artificial-intelligence cloud provider reported better-than-expected quarterly results. Nebius stock jumped 14% in premarket trading. Shares have climbed 114% this year and nearly 400% over the last 12 months as of Tuesday’s closing bell.
Shares of Nebius Group rose sharply Wednesday after the artificial-intelligence cloud provider reported better-than-expected quarterly results. Nebius stock jumped 14% in premarket trading. Shares have climbed 114% this year and nearly 400% over the last 12 months as of Tuesday’s closing bell.
OIO Group ( OIO ) on Wednesday said it signed a term sheet for the proposed acquisition of a privately held German automotive engineering and production platform to boost its specialist vehicle capabilities in Europe. The proposed deal would give OIO access to engineering, prototype development, and low-volume manufacturing capabilities tied to performance and specialty vehicles, supporting the ro...
OIO Group ( OIO ) on Wednesday said it signed a term sheet for the proposed acquisition of a privately held German automotive engineering and production platform to boost its specialist vehicle capabilities in Europe. The proposed deal would give OIO access to engineering, prototype development, and low-volume manufacturing capabilities tied to performance and specialty vehicles, supporting the rollout of De Tomaso’s P72 and P900 programs. OIO said the agreement includes a 75-day exclusivity period for due diligence and negotiations on definitive transaction documents. “Access to the established German engineering and low-volume production platform represents an important strategic step for OIO Group as we continue building out our specialist automotive capabilities,” said CEO Norman Choi. More on OIO Group Financial information for OIO Group
RWE AG press release ( RWEOY ): Q1 Non-GAAP EPS of €0.85. Adjusted EBITDA for the first three months of 2026 increases by 25% to €1.6 billion Outlook for 2026 and dividend target of €1.32 per share confirmed. More on RWE AG RWE Aktiengesellschaft (RWEOY) Q4 2025 Earnings Call Transcript RWE Aktiengesellschaft (RWEOY) Q4 2025 Press Conference Call Transcript RWE Aktiengesellschaft 2025 Q4 - Results...
RWE AG press release ( RWEOY ): Q1 Non-GAAP EPS of €0.85. Adjusted EBITDA for the first three months of 2026 increases by 25% to €1.6 billion Outlook for 2026 and dividend target of €1.32 per share confirmed. More on RWE AG RWE Aktiengesellschaft (RWEOY) Q4 2025 Earnings Call Transcript RWE Aktiengesellschaft (RWEOY) Q4 2025 Press Conference Call Transcript RWE Aktiengesellschaft 2025 Q4 - Results - Earnings Call Presentation The top 10 foreign utility stocks right now, ranked by Quant score RWE plans $20B push for its first U.S. gas plants to meet data center demand
Watchdog to examine whether Reform UK leader should have declared donation received before entering parliament Nigel Farage is facing a formal investigation by the parliamentary standards watchdog over a £5m gift from the crypto billionaire Christopher Harborne. The Reform UK leader received the money weeks before announcing he would stand as a candidate in the 2024 general election. Continue read...
Watchdog to examine whether Reform UK leader should have declared donation received before entering parliament Nigel Farage is facing a formal investigation by the parliamentary standards watchdog over a £5m gift from the crypto billionaire Christopher Harborne. The Reform UK leader received the money weeks before announcing he would stand as a candidate in the 2024 general election. Continue reading...
Suspect was seen on fuzzy security photo running between benches of church carrying skull, police say Czech police are hunting a thief who snatched the 800-year-old skull of a saint from a display box in a church and ran away with the relic. A fuzzy security camera photo released late on Tuesday appeared to show a figure dressed in black carrying what police said was the skull of Saint Zdislava of...
Suspect was seen on fuzzy security photo running between benches of church carrying skull, police say Czech police are hunting a thief who snatched the 800-year-old skull of a saint from a display box in a church and ran away with the relic. A fuzzy security camera photo released late on Tuesday appeared to show a figure dressed in black carrying what police said was the skull of Saint Zdislava of Lemberk. Continue reading...
Unusual Machines will continue to surge as the U.S. deepens its domestic drone push, according to Roth Capital Partners. The investment firm initiated coverage of the drone components maker with a buy rating. It set a $25 price target on shares, implying 77% upside from Tuesday's close. "The U.S. drone components market benefits from strong regulatory support forcing the establishment of a domesti...
Unusual Machines will continue to surge as the U.S. deepens its domestic drone push, according to Roth Capital Partners. The investment firm initiated coverage of the drone components maker with a buy rating. It set a $25 price target on shares, implying 77% upside from Tuesday's close. "The U.S. drone components market benefits from strong regulatory support forcing the establishment of a domestic supply chain," analyst Craig Irwin said in a note. "As a diversified supplier and low-cost producer, UMAC is well positioned." U.S. President Donald Trump signed last year an executive order to accelerate domestic drone production and integrate the aerial vehicles into the National Airspace Program. The U.S. is also considering raising its defense budget to $1.5 trillion in fiscal 2027, potentially freeing up more funds for the federal government to strike more deals with drone manufacturers. As part of its domestic drone push, the U.S. is also restricting DJI drones, a type of unmanned aerial vehicle manufactured by Chinese company SZ DJI Technology, from entering the American market. The policy is likely to benefit stocks like Unusual Machines, according to Roth. "Regulatory exclusion of China-made drone parts uncovers a multi-billion-dollar market," Irwin wrote. "The first demand phase will come from drones for the [Department of Defense], then delivery drones, and consumer drones as DJI is specifically excluded from the U.S." Roth's call falls in line with consensus on the Street. All four of the analysts covering Unusual Machines have a buy rating on the stock, LSEG data shows. Shares have jumped 11% since the beginning of this year.
Anthropic Eyes $30B Raise At $900B Valuation As UBS Says Claude Is "Gaining Ground" AI is still where the money is flowing... A Bloomberg report late Tuesday revealed that Anthropic, the maker of Claude, is in early discussions with investors to raise at least $30 billion at an eye-popping valuation of nearly $900 billion. Clearly, this could become the largest funding round to date for founder Da...
Anthropic Eyes $30B Raise At $900B Valuation As UBS Says Claude Is "Gaining Ground" AI is still where the money is flowing... A Bloomberg report late Tuesday revealed that Anthropic, the maker of Claude, is in early discussions with investors to raise at least $30 billion at an eye-popping valuation of nearly $900 billion. Clearly, this could become the largest funding round to date for founder Dario Amodei. The Claude maker is in discussions to raise the new capital at a valuation of more than $900 billion , not including the investment, said the people, who spoke on condition of anonymity as the information is private. The round is expected to close as soon as the end of this month, one person said. The deal is not finalized and no term sheet has been signed . -BBG Talks of a new funding round at a valuation above $900 billion follow Google's $10 billion investment at a $35 billion valuation earlier this year, with an additional $3 billion contingent on performance milestones. Amazon is also investing $5 billion at the same valuation, with plans to add $2 billion over time. Anthropic could be poised for an initial public offering as soon as October , according to a separate Bloomberg report. Earlier, the outlet reported that Anthropic has warned investors about unauthorized sellers of its shares on secondary marketplaces, calling them "stock scams," and that some sellers are issuing fraudulent share certificates. Anthropic specifically warned about new offerings from secondary platforms Hiive and Forge Global. Anthropic also named Sydecar, Open Door Partners, Lionheart Ventures, UpMarket, Unicorns Exchange, and Pachamama. Shifting to a new note from UBS about its latest semi-annual Enterprise AI survey , analyst Timothy Arcuri and his team surveyed IT executives at 139 companies about their AI initiatives. Arcuri found that "the survey continues to point to Microsoft, OpenAI, and Nvidia as the key enterprise AI winners, but with Anthropic gaining ground." Arcuri a...
Liudmila Chernetska/iStock via Getty Images Rent the Runway ( RENT ) said co-founder Jennifer Hyman will step down as CEO, president, and board member effective May 15, 2026. She will remain an advisor through January 2027 to support the transition. Board member and former Nordstrom executive Teri Bariquit has been named interim CEO and president while the company searches for a permanent chief ex...
Liudmila Chernetska/iStock via Getty Images Rent the Runway ( RENT ) said co-founder Jennifer Hyman will step down as CEO, president, and board member effective May 15, 2026. She will remain an advisor through January 2027 to support the transition. Board member and former Nordstrom executive Teri Bariquit has been named interim CEO and president while the company searches for a permanent chief executive. Rent the Runway also reaffirmed the guidance it presented on April 14, 2026, with respect to its full year 2026 results. More on Rent the Runway Rent the Runway, Inc. 2025 Q4 - Results - Earnings Call Presentation Rent the Runway: Accelerating Growth On A Thinning Margin Profile (Downgrade) Rent The Runway, Inc. (RENT) Q4 2025 Earnings Call Prepared Remarks Transcript Rent the Runway projects Q1 revenue of $85M-$87M while targeting FY2026 rental products acquired of $45M-$50M Rent the Runway's inventory investment drives strong Q4 results
Michael Vi/iStock Editorial via Getty Images Background Sempra ( SRE ) is a North American utility holding company that has its regulated utility operations in California and Texas. Its Texas exposure is Oncor, the largest electric transmission and distribution utility in Texas. SRE owns an 80.25% interest. This stake matters because Oncor gives Sempra direct exposure to Texas load growth, grid ex...
Michael Vi/iStock Editorial via Getty Images Background Sempra ( SRE ) is a North American utility holding company that has its regulated utility operations in California and Texas. Its Texas exposure is Oncor, the largest electric transmission and distribution utility in Texas. SRE owns an 80.25% interest. This stake matters because Oncor gives Sempra direct exposure to Texas load growth, grid expansion and data center demand. Investment Thesis First and foremost, my thesis on Sempra starts with a simple observation. The AI trade is moving from silicon to sockets. By this, I mean, for the last two years, investors have treated GPUs, cloud platforms and nuclear power as the obvious winners from the AI buildout. But the next constraint is more boring and more powerful. I am talking about transmission, distribution and time-to-power. According to a report by McKinsey , US data center demand is expected to increase from 25 GW in 2024 to more than 80 GW by 2030, while data center electricity demand is expected to increase by about 400 TWh. This is why SRE looks interesting to me. The company's Texas exposure through Oncor gives it a direct line into one of the fastest-growing large-load markets in the US. That is why I am rating Sempra a Strong Buy with a price target of $163. The reason I am comfortable with a Strong Buy rating is that SRE's growth is not based on vague AI excitement. It is tied to a real capital plan. I say this because management is guiding to a record $65Bn 2026 to 2030 capital plan, with the company targeting an 11% rate base CAGR and a 95% regulated earnings mix. To me, this matters because rate base is the engine of utility earnings. It implies that if Sempra can deploy capital into approved infrastructure, earn regulated returns on that capital and reduce parent-level balance sheet pressure through capital recycling, then EPS can compound. In Q1 2026 , SRE is guiding for adjusted 2026 EPS of $4.80 to $5.30, $5.10 to $5.70 in 2027 and long-term E...
Trade negotiators led by US Treasury Secretary Scott Bessent and China’s Vice Premier He Lifeng held talks in Seoul to prepare for this week’s summit between the leaders of the world’s two biggest economies. The outcome of their meeting on Wednesday will set the stage for Donald Trump’s summit with his Chinese counterpart, Xi Jinping, on May 13-15 — the first visit by a US president to Beijing in ...
Trade negotiators led by US Treasury Secretary Scott Bessent and China’s Vice Premier He Lifeng held talks in Seoul to prepare for this week’s summit between the leaders of the world’s two biggest economies. The outcome of their meeting on Wednesday will set the stage for Donald Trump’s summit with his Chinese counterpart, Xi Jinping, on May 13-15 — the first visit by a US president to Beijing in nearly a decade. It was delayed from March due to the Iran war. SoftBank Group reported a surge in quarterly profit due to valuation gains on its OpenAI investment, boosting confidence at the Japanese company to bet even more on the ChatGPT maker. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)