OpenAI's first hardware product might be a phone instead of a mysterious Jony Ive gadget . As reported by MacRumors , supply chain analyst Ming-Chi Kuo shared details about the rumored phone, claiming OpenAI is "fast-tracking" it and aiming to start mass production in early 2027. According to Kuo, the phone will run on a "customized version of the [MediaTek] Dimensity 9600," which is expected to l...
OpenAI's first hardware product might be a phone instead of a mysterious Jony Ive gadget . As reported by MacRumors , supply chain analyst Ming-Chi Kuo shared details about the rumored phone, claiming OpenAI is "fast-tracking" it and aiming to start mass production in early 2027. According to Kuo, the phone will run on a "customized version of the [MediaTek] Dimensity 9600," which is expected to launch this fall and follow up the Dimensity 9500 currently powering phones like the Vivo X300 Pro and the Oppo Find X9 Pro . The custom chip's "headline spec" will be its image signal processor (ISP), which will have "enhanced HDR" that Kuo says wi … Read the full story at The Verge.
Thitima Uthaiburom/iStock via Getty Images Thesis Summary Micron Technology, Inc. ( MU ) has been one of the clearest winners of the AI trade, benefiting from its position at the memory bottleneck. In my last article, I argued that Micron could be the "new Intel” ( INTC ). This is a company sitting at the heart of a structural constraint with pricing power and long-term visibility. That thesis sti...
Thitima Uthaiburom/iStock via Getty Images Thesis Summary Micron Technology, Inc. ( MU ) has been one of the clearest winners of the AI trade, benefiting from its position at the memory bottleneck. In my last article, I argued that Micron could be the "new Intel” ( INTC ). This is a company sitting at the heart of a structural constraint with pricing power and long-term visibility. That thesis still holds today, but as prices keep running and supply and demand reach an equilibrium, returns may eventually fade. The real risk here is that the conditions that made Micron a no-brainer slowly begin to fade. In this article, I outline three scenarios where I would start reducing or exiting my position in Micro. This includes model efficiency reducing memory intensity, demand proving weaker than it looks, and pricing power breaking down. Lastly, I also highlight a fourth risk that doesn't fit neatly into any of those buckets but may in fact be the most underappreciated risk of all. Why Micron Worked Let's briefly recap the story so far. As GPUs became more powerful, models became larger, and memory became the limiting factor. Arguably, memory demand scaled even faster than GPU demand. Micron was one of the few companies capable of supplying that memory at scale, creating a rare combination of structural demand growth, constrained supply, and pricing power. An important part of this narrative is also the oligopolistic nature of the high bandwidth memory, or HBM, market and the discipline that these companies have had so far in terms of keeping a lid on supply. But this won’t last forever, and there are various ways in which the micron story breaks down. Model Efficiency Reduces Memory Intensity The biggest long-term risk to Micron is not competition but technological progress. AI models today are extremely memory-intensive. But that is a function of current architectures and perhaps not a permanent reality. Model compression techniques are improving, and smaller, more effic...
Thitima Uthaiburom/iStock via Getty Images Thesis Summary Micron Technology, Inc. ( MU ) has been one of the clearest winners of the AI trade, benefiting from its position at the memory bottleneck. In my last article, I argued that Micron could be the "new Intel” ( INTC ). This is a company sitting at the heart of a structural constraint with pricing power and long-term visibility. That thesis sti...
Thitima Uthaiburom/iStock via Getty Images Thesis Summary Micron Technology, Inc. ( MU ) has been one of the clearest winners of the AI trade, benefiting from its position at the memory bottleneck. In my last article, I argued that Micron could be the "new Intel” ( INTC ). This is a company sitting at the heart of a structural constraint with pricing power and long-term visibility. That thesis still holds today, but as prices keep running and supply and demand reach an equilibrium, returns may eventually fade. The real risk here is that the conditions that made Micron a no-brainer slowly begin to fade. In this article, I outline three scenarios where I would start reducing or exiting my position in Micro. This includes model efficiency reducing memory intensity, demand proving weaker than it looks, and pricing power breaking down. Lastly, I also highlight a fourth risk that doesn't fit neatly into any of those buckets but may in fact be the most underappreciated risk of all. Why Micron Worked Let's briefly recap the story so far. As GPUs became more powerful, models became larger, and memory became the limiting factor. Arguably, memory demand scaled even faster than GPU demand. Micron was one of the few companies capable of supplying that memory at scale, creating a rare combination of structural demand growth, constrained supply, and pricing power. An important part of this narrative is also the oligopolistic nature of the high bandwidth memory, or HBM, market and the discipline that these companies have had so far in terms of keeping a lid on supply. But this won’t last forever, and there are various ways in which the micron story breaks down. Model Efficiency Reduces Memory Intensity The biggest long-term risk to Micron is not competition but technological progress. AI models today are extremely memory-intensive. But that is a function of current architectures and perhaps not a permanent reality. Model compression techniques are improving, and smaller, more effic...
Bank of America reinstated coverage of Home Depot (NYSE:HD) stock with a Buy rating and a $374 price target on May 5, naming the home improvement giant its preferred stock in the sector. The firm expects Home Depot’s comparable sales growth to outperform the company’s peers, driven by higher Pro customer penetration and traffic trends ... BofA Just Named Home Depot the Top Pick in Home Improvement...
Bank of America reinstated coverage of Home Depot (NYSE:HD) stock with a Buy rating and a $374 price target on May 5, naming the home improvement giant its preferred stock in the sector. The firm expects Home Depot’s comparable sales growth to outperform the company’s peers, driven by higher Pro customer penetration and traffic trends ... BofA Just Named Home Depot the Top Pick in Home Improvement: Price Target Set at $374
The Federal Reserve is evaluating a range of responses to combat financial fraud, including enhanced guidance and resources for banks, Michelle Bowman, Fed vice chair for supervision, said Tuesday. The Fed, which also supervises banks, estimated the net loss for individual consumers from non-credit card fraud at $63B in 2024. Overall, $84B was lost, but $21M was recovered. "U ltimately fraud threa...
The Federal Reserve is evaluating a range of responses to combat financial fraud, including enhanced guidance and resources for banks, Michelle Bowman, Fed vice chair for supervision, said Tuesday. The Fed, which also supervises banks, estimated the net loss for individual consumers from non-credit card fraud at $63B in 2024. Overall, $84B was lost, but $21M was recovered. "U ltimately fraud threatens the integrity and reliability of our financial system," she said. " As a payment system operator, the Federal Reserve continues to enhance the fraud detection, prevention, and mitigation tools and services we provide to banks across our payment platforms," Bowman said in text for a speech she delivered at the 2026 Women in Housing and Finance Symposium, Washington, DC. One area the regulator is focusing on is improving fraud and scam classifier models that are integrated into the Fed's payment platforms. Currently, the same scam can get different labels. One may call it "online shopping fraud," while another says it's an "imposter scam." "A shared vocabulary around fraud types, scams, and prevention tools facilitates a better understanding of their prevalence and impact," she said. It's also crucial to cooperate with other partners in fighting fraud. The Fed is working with state and federal partners, including law enforcement, to address evolving threats. In that effort, Treasury Secretary Scott Bessent, FCC Chair Brendan Carr, and Bowman will hold a public-private roundtable on the topic. They'll ask participants to share what they're currently doing to fight payments fraud, what prevention mechanisms are working, and what additional cross-sector or government efforts would be helpful. Bowman also stressed the importance of strengthening bank defenses and improving recovery of funds lost to fraud. "We must examine whether our regulations address modern fraud and are positioned for the threats consumers will face in the future," she said. "And we must ensure the finan...
Ambev ( ABEV ) surged more than 16% on Tuesday after posting a beat on both the top and bottom lines. Revenue came in at $4.52B, beating expectations by $67.5M, and non-GAAP EPS of $0.05 beat estimates by $0.01. While consolidated volumes were essentially flat at +0.1%, the company still grew net revenue 8.1%. Growth was led by premium and no-alcohol beer segments, with the company pointing to str...
Ambev ( ABEV ) surged more than 16% on Tuesday after posting a beat on both the top and bottom lines. Revenue came in at $4.52B, beating expectations by $67.5M, and non-GAAP EPS of $0.05 beat estimates by $0.01. While consolidated volumes were essentially flat at +0.1%, the company still grew net revenue 8.1%. Growth was led by premium and no-alcohol beer segments, with the company pointing to strong brand activations during Brazil’s Carnival. "We entered 2026 with momentum, delivering a solid first quarter, marked by beer volume growth and estimated market share gains across several of our markets," Ambev said. Cash flow from operations jumped 162.5% year-over-year. The global beer market faces real structural headwinds like softening consumption, inflationary cost pressures on ingredients, and tightening consumer wallets. Ambev's pricing discipline, portfolio diversification, and commercial execution helped offset softer demand and weather-related headwinds that weighed on core segment volumes. The company flagged upcoming events such as the FIFA World Cup as additional demand drivers, supported by its expanding digital ecosystem. More on Ambev Ambev: Let's Cheers To More Upside Ambev: 2026 World Cup And Brazil's Rate Cuts Create A Powerful Recovery Setup Ambev S.A. (ABEV) Q4 2025 Earnings Call Transcript Ambev Q1 2026 Earnings Preview Ambev slips after UBS warns valuation is too high
In this article INTC Follow your favorite stocks CREATE FREE ACCOUNT Intel headquarters in Santa Clara, California, on Jan. 22, 2026. Justin Sullivan | Getty Images Intel shares climbed 14% Tuesday, hitting a new all-time high as the chipmaker continued its historic run from April. The jump comes on a Bloomberg report that Apple is in talks with both Intel and Samsung to produce the main processor...
In this article INTC Follow your favorite stocks CREATE FREE ACCOUNT Intel headquarters in Santa Clara, California, on Jan. 22, 2026. Justin Sullivan | Getty Images Intel shares climbed 14% Tuesday, hitting a new all-time high as the chipmaker continued its historic run from April. The jump comes on a Bloomberg report that Apple is in talks with both Intel and Samsung to produce the main processors for its devices in the U.S. The iPhone maker has had a long-time reliance on chips from Taiwan Semiconductor Manufacturing Co . Intel and Samsung declined to comment on the report. Apple did not respond to a request for comment. The surge follows Intel's best month in its 55 years on the Nasdaq. The stock jumped 114% in April and pushed the market cap past $470 billion. Several major partnerships helped fuel the rally. The U.S. semiconductor firm announced an expansion of its partnership with Google , as well as plans to join Elon Musk's Terafab project in April. Intel also announced it would repurchase its Fab 34 chip facility in Ireland last month for $14.2 billion. Read more CNBC tech news Coinbase cuts headcount by 14% citing AI acceleration. The shares are gaining OpenAI sales leader leaves for role at Thrive Capital Palantir tops estimates on 85% revenue growth, fastest expansion since market debut in 2020 SEC and Elon Musk agree to settle lawsuit over Twitter buyout in 2022 The rise of artificial intelligence has spurred a renewed demand for Intel's central processing units. On the company's first-quarter earnings call, CEO Lip-Bu Tan called CPUs an "indispensable foundation of the AI era." The surge marks a sharp turnaround for the chipmaker, which was struggling to keep up with the AI race amid major manufacturing delays . The company is now up over 330% since the U.S. government took a 10% stake in the company last August, investing $8.9 billion. Nvidia also helped fuel the stock's reversal after announcing a $5 billion investment in September. President Donald ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Direxion Daily Semiconductors Bull 3x Shares (Symbol: SOXL) where we have detected an approximate $905.6 million dollar outflow -- that's a 5.1% dec
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Direxion Daily Semiconductors Bull 3x Shares (Symbol: SOXL) where we have detected an approximate $905.6 million dollar outflow -- that's a 5.1% dec
Passive income is the cash flow that arrives whether you are working, sleeping, or watching the market churn. For investors who have spent decades building a paycheck, the appeal of a portfolio that pays you on a fixed schedule is less about getting rich and more about getting reliable. Earned income stops the moment you ... Put $5,000 Into This Dividend Giant and Earn Passive Income Every Quarter
Passive income is the cash flow that arrives whether you are working, sleeping, or watching the market churn. For investors who have spent decades building a paycheck, the appeal of a portfolio that pays you on a fixed schedule is less about getting rich and more about getting reliable. Earned income stops the moment you ... Put $5,000 Into This Dividend Giant and Earn Passive Income Every Quarter
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Consumer Staples Select Sector SPDR Fund (Symbol: XLP) where we have detected an approximate $112.8 million dollar outflow -- that's a 0.8% decrease
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Consumer Staples Select Sector SPDR Fund (Symbol: XLP) where we have detected an approximate $112.8 million dollar outflow -- that's a 0.8% decrease
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Core S&P Small-Cap ETF (Symbol: IJR) where we have detected an approximate $286.0 million dollar inflow -- that's a 0.3% increase week ov
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Core S&P Small-Cap ETF (Symbol: IJR) where we have detected an approximate $286.0 million dollar inflow -- that's a 0.3% increase week ov