AMD Backs New AI Platforms Extending Instinct GPUs Across Cloud Workloads simplywall.st

The ex-Beatle hosted a playback previewing his next album, The Boys of Dungeon Lane, telling stories along the way Studio Two at Abbey Road was dressed with an armchair, a guitar and a bookcase of Paul McCartney memorabilia. Without the spotlights and cameras, it might have passed for his living room. Even so, the 50 competition-winning Beatles fans gathered to enjoy their prize – a preview listen to McCartney’s new album, The Boys of Dungeon Lane – were surely not expecting the man himself to walk in. Then the room hushed. One fan said keenly: “He must be here.” And he was. Continue reading...

Tesla (NASDAQ: TSLA) and Ford (NYSE: F) just reported first quarter results that crystallize the EV split. Tesla leaned into autonomy, AI compute, and humanoid robots while squeezing more margin from its existing fleet. Ford leaned on F-Series trucks, commercial fleets, and software subscriptions to bankroll a costly EV reset. Same industry, very different playbooks. ... Tesla vs Ford: One Is a Disrupter While One Is Quietly Building Legacy

Olemedia/E+ via Getty Images By Anton Kharitonov ​Bitcoin ( BTC-USD ) has risen back above the psychological level of $80K, posting a three-month high and an increase of about +17% over the last month. The main driver behind this move has been a noticeable inflow of institutional capital: in April 2026, US-listed Bitcoin ETFs recorded record net inflows of roughly $1.97-2.4 billion, coinciding with the strongest monthly price gain since April 2025. This confirms a shift in focus from retail traders to large-cap funds, for which BTC is increasingly seen not as a speculative instrument but as a long-term macro hedge against inflation and currency depreciation. Technically, the market is in a decision zone: an uptrend channel with support around $73-75K and a daily rally that started from the February low near $62-64K confirms a bullish structure, but momentum remains weak. BTC has not yet cleared key moving averages and is forming lower highs, which speaks to an incomplete bull trend. A large part of the current rally has been fed by technical factors: the breakout above $80K triggered a wave of short liquidations, accelerating the upside move but not necessarily reflecting a fundamental regime change. On-chain data reinforce the picture of redistribution: large wallets are accumulating, while older “sleeping” addresses are starting to move again, which is classically typical of a profit-taking and redistribution phase among market participants. Macro factors are acting as a counterweight: rising oil prices, geopolitical tensions in the Middle East, and elevated inflation are putting pressure on risk assets, while the persistence of high interest rates increases the alternative cost of holding a non-yielding BTC position. Some macro analysts note that Bitcoin still behaves more like a “growing” risk asset rather than a reliable short-term inflation hedge, where gold has taken the lead - rising by about +80% in 2026, compared with a roughly 20% drawdown in BTC from its...

Vladlen Tian/iStock via Getty Images Covered previously on three previous occasions , Dycom Industries, Inc. ( DY ) earned an upgrade from a Hold to a Buy in January 2023. In the three years since then, DY stock has returned nearly 380%, beating the S&P 500’s ( SP500 ) 89% return. Seeking Alpha’s quant system rates Dycom as a buy, too, with a 4.14/5.00 score . After shares pulled back to around $325, and then traded at nearly $450, what triggered the recent rally? Strong Fourth Quarter 2026 Results In the last quarter, Dycom posted total contract revenue growth of 34.4% Y/Y, to $1.46 billion . The company posted strong adjusted EBITDA and diluted earnings per share in Q4. Revenue growth was higher than the full year, while the other figures were below. Seeking Alpha Dycom President and Chief Executive Officer Dan Peyovich highlighted the company’s record year. In addition to executing against its strategy, the company broadened its reach through strategic mergers and acquisitions. On the conference call, the CEO said that the acquisition of Power Solutions (closed on Dec. 23, 2025) positioned the firm “at the intersection of digital infrastructure and the burgeoning data center market.” Demand from communications remained robust. Power Solutions exposed the company to the high-demand sector, so it benefited from a distinct customer base while broadening its business. Followers might recall that I covered communications firms that included Coherent ( COHR ), Ciena ( CIEN ), and Lumentum ( LITE ). More recently, networking firm Nokia ( NOK ) trended higher after crossing over $10.00, while Ericsson ( ERIC ) shares are in a trading range. Dycom’s backlog jumped by 23% Y/Y and by 37% for the next 12 months. The bar chart below included $1.209 billion in acquired backlog. Seeking Alpha The book-to-bill figures of 1.3 times and 1.2 times on an organic basis reflected the increase in demand for Dycom’s services. Outlook Dycom is forecasting revenue growth of around 23.6% t...

Key PointsThe S&P 500 was up 10% in April. Double-digit growth in a single month has occurred only 13 times in the past century, and only the fourth time in the past 30 years.

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are climbing to new record highs , and the AI infrastructure buildout theme is leading the charge once again. Unlike Monday's market pullback, oil prices and interest rates aren't getting in the way of a rally. With no new escalations in the Middle East conflict, U.S. oil standard West Texas Intermediate crude is down about 4% on Tuesday; the benchmark 10-year Treasury yield is slightly lower. Red-hot chipmakers Intel , SanDisk and Micron are seeing double-digit percentage gains, powering the overall strong day for technology stocks. While we don't own those three companies, many of our AI stocks traded up nicely, including Broadcom , Arm Holdings , Qnity Electronics and Corning . Amazon , Broadcom, Alphabet , and Qnity all hit new 52-weeks highs in the session. The top-performing sector in the S & P 500 on Tuesday is actually materials, with Club name DuPont the biggest mover in the group thanks to its strong earnings report . Johnson & Johnson announced on Tuesday that its investigational Ottava robotic surgery system has achieved a critical milestone. In its first clinical study evaluating the safety and performance of the system in Roux-en-Y gastric bypass procedures, Ottava met its primary endpoints through 30 days post-procedure. The data were presented at the 2026 American Society for Metabolic and Bariatric Surgery Annual Meeting. In a note to clients, analysts at Cowen said they believe the results will be sufficient to support Food and Drug Administration clearance for multiple procedures in the upper abdomen. J & J is also studying Ottava in inguinal hernia repair, which Cowen said is one of the most common surgeries in the U.S. The broader takeaway is that J & J is poised to enter a robotic surgery market long dominated by Intuitive Surgical's da Vinci systems. Last month, J & ...

By bringing messaging to the web, Threads is aligning its desktop experience more closely with competitors like X and Bluesky.

Kimberlé Williams Crenshaw helped name two contested ideas in U.S. politics — intersectionality and critical race theory. Her memoir chronicles the personal and legal framework for her thinking. (Image credit: Carl Timpone)

Earnings Call Insights: Ferguson Enterprises Inc. (FERG) Q1 2026 Management view "We are thankful for our expert associates who continue to execute our growth strategy and delivered another quarter of solid results despite a challenging market." (CEO, President & Director Kevin Murphy) "We continued to execute our capital priorities." (CEO Murphy) "We've closed on 3 acquisitions and signed definitive purchase agreements on 3 more since the beginning of the year." (CEO Murphy) "While the economic environment remains uncertain, we expect to continue to outperform the market by deploying scale locally while leveraging the long-term growth drivers of water infrastructure, large capital projects, climate and comfort and aging and underbuilt housing." (CEO Murphy) "Turning to our performance by end market in the United States. The residential end market, representing approximately half of revenue, remain challenged." (CEO Murphy) "Overall, we continue to outperform weak markets with residential revenue down 1% for the quarter." (CEO Murphy) "...our scale, expertise, multi-customer group approach and value-added solutions drove strong share gains with nonresidential revenue up 8% this quarter." (CEO Murphy) "We completed 2 acquisitions within our Waterworks customer group during the first quarter... Subsequent to quarter end, we acquired Carrier Great Lakes within our HVAC customer group." (CFO, Treasurer & Director Bill Brundage) "We also signed definitive purchase agreements for 2 additional HVAC acquisitions... as well as PRD Technologies Group within our Industrial customer group." (CFO Brundage) "Furthermore, given our strong financial position, the Board has approved a new $2 billion share repurchase authorization, which replaces the existing program." (CFO Brundage) Outlook "We are reaffirming our full year 2026 guidance." (CFO Brundage) "...we expect our markets to remain broadly flat for the year, with residential down low to mid-single digits and nonresidential u...

Strong growth meets rising costs and big bets

Intel vs AMD: Why the Risk-Reward Is Skewed in Intel Stock’s Favor inkl

Intel vs AMD: Why the Risk-Reward Is Skewed in Intel Stock’s Favor Yahoo Finance

Fuel is airlines' second-largest expense, and getting even costlier due to the U.S. war with Iran. Airlines are looking for ways to cope, starting by hiking checked baggage fees for most fliers. (Image credit: Kena Betancur)

Earnings Call Insights: The Williams Companies (WMB) Q1 2026 Management View "We're off to a great start in 2026" and "first quarter earnings per share grew by 22% and adjusted EBITDA grew 13% to a record $2.25 billion," said CEO Chad Zamarin. Zamarin said the company "commercialized 3 new major projects and upsized a fourth," and highlighted project execution milestones including "we placed the Naughton Coal Conversion project into service," "kicked off construction on NESE" and "SESE," and "completed construction on the first phase of the Aristotle pipeline." On data-center-driven power demand, Zamarin said, "Today, we're announcing 3 new major projects that further advance our strategy," including "Neo" at "682 megawatts of installed capacity," a "12.5-year contract" and an "in-service date in the second half of 2028," with expected execution "at an attractive 5x build multiple" and "an investment of approximately $2.3 billion." He also detailed "Atlas" to provide "up to 164 million cubic feet per day" with a "13-year term" and expected "in-service by the end of this year," plus "Silver Spur" adding "275 million cubic feet per day" targeting "early 2030." CFO John Porter said, "We've had a strong start to 2026 with record first quarter '26 EBITDA," and described segment drivers including Transmission and Gulf performance, adding: "Transco grew about 10% year-over-year" and "our Sequent Marketing business had another strong start to the year with $227 million of adjusted EBITDA." Outlook Porter said, "based on the strong start we've had in the first quarter, if everything else goes according to plan, we are now guiding to the upper half of our original adjusted EBITDA guidance," while also reiterating seasonality: "we expect seasonally lower EBITDA results in 2Q before resuming sequential growth through the second half of the year, including the partial startup of the Socrates facility beginning in the third quarter." Porter said, "we're increasing our growth CapE...

Intel Stock Soars As AI Turnaround Story Accelerates timothysykes.com

According to a recent SEC filing , BlueChip Wealth Advisors LLC reported selling its entire stake -- all 118,551 shares -- of the SEI Select International Equity ETF (NASDAQ:SEIE) during the first quarter of 2026. The estimated transaction value was approximately $4.0 million, based on quarterly average pricing. SEI Select International Equity ETF (SEIE) is an exchange-traded fund that provides diversified exposure to international equities, giving investors a single-vehicle way to access non-U.S. markets. BlueChip Wealth Advisors' decision to fully exit SEIE is worth a closer look -- not because it's alarming, but because complete sell-offs tend to carry more signal than simple trims. When a fund gradually reduces a position, it often reflects routine rebalancing. A full exit is obviously a more deliberate choice. Continue reading

Earnings Call Insights: Diversified Healthcare Trust (DHC) Q1 2026 Management View "DHC delivered a strong first quarter, demonstrating the powerful combination of our active asset management and the deep expertise of our expanded operating partners." (President, CEO & Managing Trustee Christopher Bilotto) "We reported normalized FFO of $33.1 million or $0.14 per share and adjusted EBITDAre of $74 million." (President, CEO & Managing Trustee Bilotto) "Consolidated NOI increased 4.7% year-over-year to $75.9 million." (President, CEO & Managing Trustee Bilotto) "Our same-property SHOP portfolio delivered a robust 13.5% increase in NOI year-over-year, reaching $44.3 million." (President, CEO & Managing Trustee Bilotto) "Our same-property NOI margin expanded by 160 basis points to 14.9%, with occupancy holding at 82.4%." (President, CEO & Managing Trustee Bilotto) "We have identified a pipeline of opportunities across 16 communities, including 6 communities as part of the first phase." (President, CEO & Managing Trustee Bilotto) "These 6 initial projects are expected to cost approximately $20 million and will add roughly 150 units to the portfolio... these projects are expected to be immediately accretive to earnings upon completion with expected returns starting in the mid-teens." (President, CEO & Managing Trustee Bilotto) "During the first quarter, we delivered solid results as same-property occupancy increased 60 basis points year-over-year to 95.3%, generating $25.4 million of NOI." (President, CEO & Managing Trustee Bilotto) "In March, we sold 13 unencumbered non-core SHOP communities for aggregate proceeds of $23 million." (President, CEO & Managing Trustee Bilotto) "At quarter end, we had total liquidity of $272 million, including $122 million of cash and cash equivalents and the full $150 million available under our secured revolving credit facility." (Manager of Investor Relations Matt Murphy) "Net debt to annualized adjusted EBITDAre was 7.8x at quarter end, ...

Earnings Call Insights: InTest Corporation (INTT) Q1 2026 Management view "Since this is my first call as InTest CEO... I am new to the CEO position, but not to InTest. I know the business, I know the customers, I know the opportunities, and I have hit the ground running." (CEO, President & Director Richard Rogoff) "We delivered a strong first quarter. Revenue of $33.9 million and gross margins of 45.5%, both exceeded our guidance range." (CEO Rogoff) "First quarter orders of $31.8 million were up 25% year-over-year" and "Backlog at quarter end stood at $51.8 million, up 36% year-over-year." (CEO Rogoff) "Orders in Q1 were a little lower sequentially in 3 end markets: life sciences... safety and security and semi" while "we are seeing a healthy quote activity and strengthening sales funnel for back-end semi." (CEO Rogoff) "Operating expenses for the first quarter were $14.5 million... driven primarily by restructuring costs associated with the CEO transition." (CFO, Treasurer & Secretary Duncan Gilmour) Outlook Management introduced Q2 guidance: "For the second quarter of 2026, we project revenue of $32 million to $34 million, gross margin of approximately 45%, operating expenses of $13.8 million to $14.2 million and amortization of $0.7 million." (CFO Gilmour) Full-year guidance was raised: "For the full year 2026, we now expect revenue of $130 million to $135 million." (CFO Gilmour) Semi assumptions remained restrained: the raised outlook "does not contemplate a meaningful rebound in semi sales at this time, though, as Rich noted, we are seeing early signs of a demand wave building." (CFO Gilmour) Compared with the prior quarter, management increased FY2026 revenue guidance from $125 million to $130 million (prior) to $130 million to $135 million (current) and lifted operating expense guidance from $53 million to $55 million (prior) to $55 million to $57 million (current). (CFO Gilmour) No analysts-estimates comparison was included because the provided estimates d...

Fiserv (NASDAQ: FISV) stock is losing ground in Tuesday's trading. The company's share price was down 9.5% as of 2:30 p.m. ET despite the S&P 500 being up 0.9% at the same point in the daily trading sessions and the Nasdaq Composite being up 1.1%. Fiserv published its first-quarter results before the market opened this morning and reported earnings that were significantly better than Wall Street's expectations. On the other hand, sales for the period came in softer than anticipated. Image source: Getty Images. Continue reading

Earnings Call Insights: SelectQuote, Inc. (SLQT) Q3 fiscal 2026 Management view "We're pleased to report another quarter of strong financial results across each of our segments" and "We reaffirm our outlook for fiscal 2026" (CEO Timothy Danker). He tied the quarter to cash priorities, saying, "SelectQuote continued to advance our goal to expand cash flow, and the company is very well positioned to accelerate that effort in fiscal 2027." "SelectQuote generated $431 million in revenue" and "Adjusted EBITDA totaled $45 million" (CEO Danker). In Senior, he said, "we grew revenue by 8% year-over-year to $183 million," and described a "positive change to our commissions receivables" that he said "reaffirms the value of the commissions receivable on our balance sheet and the approximate $1 billion in assets we expect to receive in the quarters and years ahead." "Our revenue and profitability in SelectRx was impacted by both carrier-specific actions on reimbursement... and the implementation of the Inflation Reduction Act" and "Those headwinds notwithstanding, our adjusted EBITDA improved sequentially to $5 million" (CEO Danker). He also introduced "a new and important initiative called SelectQuote Local," describing it as "a franchise model" that offers SelectQuote’s platform "through a fee-based arrangement" with "minimal capital investment," while adding, "SelectQuote Local won't be a meaningful revenue driver in the near term." "SelectQuote had a strong quarter with revenue growth of 6% year-over-year, totaling $431 million" and "Adjusted EBITDA of $45 million was aided by the positive change in estimate to our commissions receivable" (CFO Ryan Clement). He added, "Excluding the favorable adjustment, our consolidated EBITDA margin for fiscal 3Q would have been 7%." Outlook "We are reaffirming our revenue range of $1.61 billion to $1.71 billion and adjusted EBITDA range of $90 million to $100 million" (CFO Clement). "Despite realizing a positive adjustment this quarter, ...

Earnings Call Insights: Haverty Furniture Companies, Inc. (HVT) Q1 2026 Management View "We are excited to report another increase in both written and delivered comp sales for Q1, marking our third consecutive quarter of positive comps." (President, CEO & Director Steven Burdette) "Our net sales for Q1 were $189.1 million, which was up 4.1% with comps up 4.3%." "Traffic down low single digits" and "average ticket rose 11.9% to approximately $3,700." (President Burdette) "Our design business accounted for 35.3% of our business for the quarter, rising 6.3%, with a design average ticket rising 11.7% to approximately $8,300." "We expect to see our inventory drop below $100 million by the end of Q2." (President Burdette) "Inventories increased $10.7 million to $106.9 million during the quarter" due to "the introduction of new products," "having best sellers in stock" and "pull forward of orders ahead of Chinese New Year." "We will start to see the effects of the administration's new reduced Section 122 tariffs implemented in February during Q2." (President Burdette) "We expect further changes to the tariff percentages by the administration in early Q3 as we approach the expiration of these Section 122 tariffs in mid-July." "Because of the prolonged Epic Fury operation, rising oil prices will impact us in Q2" including "vendor input costs," "fuel surcharges," and "rising fuel expense" for fleet and delivery, and "these rising costs will impact margins and expenses." (President Burdette) "In February, we brought on a new technology partner that allows us to measure the full customer journey from seeing an ad to visiting the website to visiting a store." (President Burdette) "Our written e-commerce sales continue to outperform, increasing double digits for the quarter." "We are excited to announce that we have signed three additional leases that will all open this year" and "these three new additions...will give us a total of 8 new stores." (President Burdette) "We have mad...

Is Palantir Technologies a Buy After Its Explosive Q1 2026 Earnings? Zacks Investment Research

Earnings Call Insights: Dorman Products (DORM) Q1 2026 Management View Kevin Olsen said the quarter was “largely in line with our expectations,” with consolidated net sales of $529 million (up 4% year-over-year) driven primarily by pricing, while volumes were lower versus an “exceptionally strong” Q1 2025. CEO Olsen highlighted tariff-driven profitability pressure peaking early in the year, stating adjusted operating margin was 12.1% and “reflects the highest levels of tariff-related costs that we expect to see in 2026,” adding that productivity, sourcing, and automation actions are expected to support margin improvement through the year. CEO Olsen emphasized capital return and cash performance, citing operating cash flow of $44 million and noting the company “invested in opportunistic share repurchases, deploying $51 million in the quarter, a record for our company.” Charles Rayfield said, “Adjusted gross margin was in line with our expectations of 36%,” and attributed the year-over-year decline to tariff-related dynamics and the company’s pricing approach, while also stating, “we expect our margin profile will meaningfully improve as the year progresses.” CFO Rayfield detailed repurchases and authorization, saying the company “deployed more than $51 million in the quarter to retire approximately 435,000 shares at an average price of approximately $118 a share,” and added, “We currently have $408 million remaining in share repurchase authorization, which extends through 2027.” Outlook CFO Rayfield said, “We are reaffirming our full-year 2026 guidance,” including net sales growth of 7% to 9% and adjusted operating margin of 15% to 16% “with a more normalized high teens rate as we exit the year.” CFO Rayfield guided adjusted diluted EPS to $8.10 to $8.50 and said this “includes the expected impact of tariffs enacted as of May 4, 2026,” while adding, “Due to uncertainty around the recovery of IEEPA tariffs previously paid, our guidance excludes any impact from the pot...

Astera Labs Inc options imply 11.1% move in share price post-earnings TipRanks

Apple ( AAPL ) is developing the upcoming iOS 27 to allow users the ability to select a third-party artificial intelligence model, such as OpenAI's ( OPENAI ) ChatGPT, to integrate into the software and power AI features, according to Bloomberg. These models can be utilized for tasks such as editing text or generating images, the report said, citing anonymous sources with knowledge of the plan. The new feature is slated for release this fall for iOS 27, iPadOS 27, and macOS 27. A similar scheme is in the works for Siri as well. This is not uncharted waters for Apple. After the introduction of Apple Intelligence in late 2024, users with an iPhone Pro 15 or better model have been given the option to integrate ChatGPT into Siri. However, that is the only third-party model currently available. Rather than enter the rush to build the best-performing AI model on the market, Apple has been focused on finding ways for users to integrate their favorite models into Apple's ever-popular devices. Apple is also working with Google ( GOOG )( GOOGL ) and Anthropic ( ANTHRO ) to enhance its AI offerings. The new iOS 27 capability is being referred to internally as "Extensions," the report said. "Extensions allow you to access generative AI capabilities from installed apps on demand, through Apple Intelligence features such as Siri, Writing Tools, Image Playground and more," according to a message shown in test versions of the software, Bloomberg reported. More on Apple Apple: A Once-In-A-Generation Buy Signal Just Flashed Apple: Wait For A Drop Why OpenAI's Smartphone Will Disrupt Apple, But Alphabet Will Ultimately Win Samsung joins the $1 trillion club as Apple chip talks spark rally Apple discontinuing the $599 Mac mini is a way to protect margins: Wedbush

OpenAI expects to spend $50 billion on computing power this year to support its artificial intelligence software, according to co-founder and President Greg Brockman . Brockman said Tuesday that the ChatGPT maker’s computing costs have surged from roughly $30 million in 2017 to tens of billions of dollars this year as the company develops more advanced AI models and serves them to a wider audience. He made the remarks during his second day testifying in OpenAI’s closely watched courtroom battle with Elon Musk . OpenAI kicked off the current generative AI frenzy with the release of ChatGPT in late 2022. Since then, the company has moved aggressively to secure more chips and data centers for AI, fueling a wider infrastructure boom. OpenAI, an unprofitable startup, is now at the center of a complex web of investments and deals involving leading cloud computing providers and chipmakers. The company previously said it had committed to spend more than $1.4 trillion on infrastructure for AI in the coming years. In February, OpenAI told investors it was planning to spend about $600 billion by 2030. OpenAI did not immediately respond to a request for comment.

Nearly a year after rolling out Threads direct messaging to everyone on mobile , Meta is finally bringing the feature to the web. Meta says it's "testing" DMs on the web now, but plans to make the feature "available to more people soon." In your DM page on the web, you can see your inbox and message requests. Like on mobile, you can also choose to let anyone DM you or just people you follow. The company is also planning to test group chats on the web - group chats are currently available on mobile - and is also working on "more controls." "While there's nothing better than a good conversation in the replies, we know you all like to sidebar … Read the full story at The Verge.