MF3d/iStock via Getty Images Earlier this month, Arm Holdings plc ( ARM ) unveiled an AGI CPU to address one of AI’s biggest bottlenecks, which is orchestration. During the chatbot craze of 2023-2025, GPUs did most of the heavy lifting while CPUs had become an afterthought. Yet with agentic workloads, which is perhaps the single largest catalyst on the horizon for the AI trade in 2026 and beyond, ...
MF3d/iStock via Getty Images Earlier this month, Arm Holdings plc ( ARM ) unveiled an AGI CPU to address one of AI’s biggest bottlenecks, which is orchestration. During the chatbot craze of 2023-2025, GPUs did most of the heavy lifting while CPUs had become an afterthought. Yet with agentic workloads, which is perhaps the single largest catalyst on the horizon for the AI trade in 2026 and beyond, the importance of CPUs is set to increase. In agentic workflows, the GPU still handles inference, but between each inference call, the CPU is doing the orchestration - which are best described as handling tool calls, API requests and memory tasks. AI agents are surfacing this new constraint, which is how to prevent latency and underutilized GPUs following the exponential growth of orchestration needs. For investors, what matters is that CPUs account for 50% to 90% of total latency in workflows, which means the CPU-to-GPU ratio in AI clusters will need to increase. Earlier this year, both Advanced Micro Devices ( AMD ) and Intel ( INTC ) saw analyst upgrades based on the outstripped supply of CPUs leading to higher average sales prices of roughly 10% to 15%. Reuters also reported that Intel’s unfulfilled orders are reaching longer than six months while AMD delivery times are believed to be eight to 10 weeks. Regarding how Arm fits in, the company’s expertise in lowering power requirements could matter more than the market expects. After years of supplying the architecture IP behind other companies’ CPUs, Arm is preparing to directly compete with its customers and x86 CPU competitors by transitioning to a chip designer themselves. This comes during a time when CPU cores are expected to go up 4X from 30 million CPU cores per gigawatt to 120 million CPU cores per GW. Brief History of Arm We covered Arm two years ago in our free newsletter, Arm Stock: AI Chip Favorite Is Overpriced , and how its mobile background and power-efficient focus positioned it well for increased AI adop...
Diebold Nixdorf ( DBD ) on Tuesday said it will replace Sealed Air ( SEE ) in the S&P SmallCap 600 effective prior to the opening of trading on Friday, April 10. Clayton, Dubilier & Rice LLC is acquiring Sealed Air in a deal expected to be completed April 9. DBD up 4% in extended trading. Source: Press Release More on Diebold Nixdorf, Sealed Air JPMorgan-led banking group's $7.2B debt deal to fund...
Diebold Nixdorf ( DBD ) on Tuesday said it will replace Sealed Air ( SEE ) in the S&P SmallCap 600 effective prior to the opening of trading on Friday, April 10. Clayton, Dubilier & Rice LLC is acquiring Sealed Air in a deal expected to be completed April 9. DBD up 4% in extended trading. Source: Press Release More on Diebold Nixdorf, Sealed Air JPMorgan-led banking group's $7.2B debt deal to fund Sealed Air-CD&R deal faces pushback - report Strait of Hormuz disruptions send global plastics prices soaring Seeking Alpha’s Quant Rating on Diebold Nixdorf
Tony Anderson/DigitalVision via Getty Images Invitation Homes ( INVH ) has dropped to a remarkably low valuation amidst proposed legislation that, at least on the surface, blocks its primary business. In this article we will examine the potential impact of the housing bill on INVH. We conclude that the financial impact is minimal, such that the extreme discount at which it is trading represents op...
Tony Anderson/DigitalVision via Getty Images Invitation Homes ( INVH ) has dropped to a remarkably low valuation amidst proposed legislation that, at least on the surface, blocks its primary business. In this article we will examine the potential impact of the housing bill on INVH. We conclude that the financial impact is minimal, such that the extreme discount at which it is trading represents opportunity. Proposed legislation The shortage of affordable housing has been a key point of focus in recent years and is one of few political topics that is mostly bipartisan. Both sides seem to agree on the following points: There is a shortage of housing Something needs to be done to address the shortage While the willpower is there, it is more challenging to address than it would seem. Two broad-stroke means of addressing the issue would be: Increase the supply of housing Make housing more affordable to the end consumer There have been a series of proposed bills with provisions intended to address each of these angles. Let us begin with the 2025 ROAD to Housing Act . This is the precursor upon which some of the more aggressive recent proposals have been added. One of the most striking aspects of the legislation is that for a bill that is intended to increase supply, it really doesn’t. One of the larger price tag items is the Capital Investment Grant Program (CIG) at $3.805B: “CIG is a discretionary funding program administered by the Federal Transit Administration (FTA) within the Department of Transportation (DOT). It can be used for New Starts and Small Starts fixed-guideway transit systems (such as passenger rail and bus rapid transit), and Core Capacity projects that expand existing fixed-guideway corridors to increase capacity. 40 CIG was funded at $3.805 billion in FY2025, including $2.205 billion in annual appropriations and $1.6 billion in advance appropriations from the Infrastructure Investment and Jobs Act” This capital will get used to build better public tran...
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Grupo Aeroportuario del Sureste ( ASR ) reported ~6.6M passengers in March 2026, up ~0.6% YoY vs. ~6.55M in March 2025. Colombia topped the chart, increasing by ~12.5% YoY to ~1.48M passengers, with a (~12.3%) increase in domestic and a (~13.2%) rise in international traffic. Mexico, the largest market, saw a ~2.4% decline to ~3.81M ...
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Grupo Aeroportuario del Sureste ( ASR ) reported ~6.6M passengers in March 2026, up ~0.6% YoY vs. ~6.55M in March 2025. Colombia topped the chart, increasing by ~12.5% YoY to ~1.48M passengers, with a (~12.3%) increase in domestic and a (~13.2%) rise in international traffic. Mexico, the largest market, saw a ~2.4% decline to ~3.81M passengers, with a (~4.0%) drop in international traffic and a (~0.1%) drop in domestic traffic. Puerto Rico traffic fell ~2.3% to ~1.29M, with a (~2.7%) decline in domestic travel, partially offset by a (~1.0%) increase in international traffic. More on Grupo Aeroportuario Grupo Aeroportuario del Sureste: Despite New Risks, I Remain Bullish Grupo Aeroportuario del Sureste, S. A. B. de C. V. (ASR) Q4 2025 Earnings Call Transcript ASUR says passenger traffic for February increased 1.6% Grupo Aeroportuario GAAP EPADS of $5.03, revenue of Ps.10.97B Seeking Alpha’s Quant Rating on Grupo Aeroportuario
Donald Trump reiterated his ultimatum that Iran agree to a ceasefire deal and a fully reopened Strait of Hormuz or face another military escalation. Yesterday, the US president said he wasn’t concerned about potentially committing war crimes as he promised to destroy Iran’s civilian infrastructure, arguably in violation of international law. On Tuesday, Trump went even further, pledging that “ a w...
Donald Trump reiterated his ultimatum that Iran agree to a ceasefire deal and a fully reopened Strait of Hormuz or face another military escalation. Yesterday, the US president said he wasn’t concerned about potentially committing war crimes as he promised to destroy Iran’s civilian infrastructure, arguably in violation of international law. On Tuesday, Trump went even further, pledging that “ a whole civilization will die tonight .” While Trump has repeatedly failed to follow through on many of his late-night social media posts, today’s apocalyptic warning managed to trigger fears in some quarters about nuclear weapons (which the White House reportedly denied ). As this all played out on cable news chyrons, the US and Israel continued to bomb Iran, striking its oil-export hub on Kharg Island while the Islamic Republic fired missiles at US allies across the Persian Gulf. Trump has threatened to destroy Iranian power plants, bridges and other civilian infrastructure if there’s no deal by 8 pm Eastern Time. Speaking in Budapest where he was campaigning on behalf of Hungarian Prime Minister Viktor Orban , US Vice President JD Vance said he was confident Iran will issue a response by then. Iranian officials, however, responded to Trump’s threat by breaking off talks while reportedly telling the United Nations they were still open to negotiations . Then late in the day, Pakistan urged a two-week delay of the US deadline. Some observers see the US military in an increasingly untenable position as far as any White House-acceptable off-ramp is concerned, making this a critical juncture in a conflict that’s already killed thousands of people. With more energy infrastructure damaged as every day goes by and oil prices hitting record highs , political pressure is building as well. At home, Trump’s rhetoric has managed to resurface calls to invoke the 25th Amendment to the US Constitution and its provision for removing a president from office. Only this time, some of those call...
Aehr Test Systems press release ( AEHR ): Q3 Non-GAAP EPS of -$0.05 beats by $0.02 . Revenue of $10.31M (-43.7% Y/Y) misses by $0.54M . The company reported quarterly bookings of $37.2 million. Aehr is reiterating its previously provided guidance for the second half of fiscal year 2026, which began November 29, 2025 and ends May 29, 2026, of revenue between $25 million and $30 million and non-GAAP...
Aehr Test Systems press release ( AEHR ): Q3 Non-GAAP EPS of -$0.05 beats by $0.02 . Revenue of $10.31M (-43.7% Y/Y) misses by $0.54M . The company reported quarterly bookings of $37.2 million. Aehr is reiterating its previously provided guidance for the second half of fiscal year 2026, which began November 29, 2025 and ends May 29, 2026, of revenue between $25 million and $30 million and non-GAAP net loss per diluted share between $(0.09) and $(0.05). More on Aehr Test Systems Aehr Test Systems: The Story Matters More Than The Numbers Aehr Test Systems: Sales Growth Expected, But A Show-Me Story (Downgrade) Aehr Test Systems: Big Forecasts, More Proof Needed Aehr Test Systems Q3 2026 Earnings Preview Quant snapshot: Delta Air Lines leads top-rated names as Byrna Technologies, Simulations Plus lag