Rocket Lab (NASDAQ: RKLB) is gaining attention for more than launches. Its Haste platform, defense contracts, and expanding backlog could reshape the company's long-term growth story. But after a massive rally and a premium valuation, investors face a tougher question: is Rocket Lab still an opportunity, or has the market already priced in too much? *Stock prices used were the market prices of May...
Rocket Lab (NASDAQ: RKLB) is gaining attention for more than launches. Its Haste platform, defense contracts, and expanding backlog could reshape the company's long-term growth story. But after a massive rally and a premium valuation, investors face a tougher question: is Rocket Lab still an opportunity, or has the market already priced in too much? *Stock prices used were the market prices of May 14, 2026. The video was published on May 20, 2026. Continue reading
The Bundibugyo species of the virus does not yet have a vaccine, and it could take up to nine months before a vaccine against it is ready, the World Health Organization said on Wednesday.
The Bundibugyo species of the virus does not yet have a vaccine, and it could take up to nine months before a vaccine against it is ready, the World Health Organization said on Wednesday.
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) delivered another powerful quarter, but the market's reaction showed investors may now be harder to impress. Revenue rose 85% to $81.6 billion in the three months ended April 26, ahead of the $79.2 billion estimate, while adjusted profit reached $1.87 a share, beating expectations of $1.77. The company guided for about $91 billion in s...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) delivered another powerful quarter, but the market's reaction showed investors may now be harder to impress. Revenue rose 85% to $81.6 billion in the three months ended April 26, ahead of the $79.2 billion estimate, while adjusted profit reached $1.87 a share, beating expectations of $1.77. The company guided for about $91 billion in sales for the three months ending in July, above the $87 billion average estimate, though below the highest projections of $96 billion. Even after Nvidia raised its quarterly dividend to 25 cents a share from a penny and announced $80 billion in stock repurchases, shares slipped about 1% in late trading Wednesday. The bigger story is no longer just the strength of AI demand, but how Nvidia could broaden the engine behind that growth. Data center revenue reached $75.2 billion, ahead of the $73.5 billion estimate, while networking sales came in at $14.8 billion versus expectations of $12.7 billion. Hyperscalers remain central to the company's momentum, with large data center clients expected to spend roughly $725 billion on AI this year, but Nvidia is now separating that revenue from a new ACIE group covering AI clouds, industrial and enterprise customers. CEO Jensen Huang said the AI factory build-out is accelerating at extraordinary speed, while also pointing to physical AI, robots and automated vehicles as a major future opportunity. Still, Nvidia's dominance is facing a more demanding investor test. AMD, Broadcom and Google are pursuing the AI chip market, while some of Nvidia's largest buyers are developing their own in-house components. China remains another pressure point, with US export rules limiting AI accelerator sales and Nvidia saying it is still not generating data center revenue there, even though the company has said the market could generate $50 billion a year. Nvidia is also expanding into CPUs and inference-focused chips, expecting $20 billion in CPU revenue...
This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META) may be heading into a rare and complicated reversal of its Manus acquisition, as the Chinese-founded AI startup's three co-founders explore ways to satisfy Beijing's demand to unwind the deal. Xiao Hong, Ji Yichao and Zhang Tao are discussing a possible funding round of about $1 billion from outside investors to help buy back t...
This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META) may be heading into a rare and complicated reversal of its Manus acquisition, as the Chinese-founded AI startup's three co-founders explore ways to satisfy Beijing's demand to unwind the deal. Xiao Hong, Ji Yichao and Zhang Tao are discussing a possible funding round of about $1 billion from outside investors to help buy back the agentic AI operation, according to people familiar with the matter. The proposed round could value Manus at least in line with the $2 billion Meta paid for the company, with the founders potentially adding their own capital to finance the rest of the transaction. The possible structure would mark a partial reversal of Manus's earlier move away from China. One option under discussion would set Manus up as a China-based joint venture with new backers before a potential Hong Kong IPO. That structure could allow Manus to keep attracting US-dollar funding while becoming more compliant from a corporate-structure standpoint, according to the people familiar with the deliberations. The talks also highlight how Beijing's regulators are pushing harder to prevent sensitive technology and talent from moving to geopolitical rivals, especially after Manus relocated its headquarters and key staff to Singapore in 2025 before Meta announced the deal in December. For investors, the larger issue is not just whether Manus can raise fresh capital, but whether Meta can practically unwind a deal that has already moved deep into execution. Manus was projected to generate about $1 billion in revenue this year, which has drawn some investor interest in a repurchase, but the discussions remain preliminary and the valuation could still shift. The biggest complication is that Manus employees have already joined Meta, capital has been transferred, staffers have moved into Meta offices in Singapore, and the startup's agentic AI technology has been integrated into Meta's systems. That makes this a pote...
Investing.com -- Microsoft (NASDAQ:MSFT) rose 2% Thursday after The Information reported that Anthropic is in talks to use the company’s custom AI server chips. Anthropic is currently in discussions to rent servers powered by Microsoft’s Maia chips to secure additional computing power for its Claude models, according to the report. Securing Anthropic as a client would mark a significant win for Mi...
Investing.com -- Microsoft (NASDAQ:MSFT) rose 2% Thursday after The Information reported that Anthropic is in talks to use the company’s custom AI server chips. Anthropic is currently in discussions to rent servers powered by Microsoft’s Maia chips to secure additional computing power for its Claude models, according to the report. Securing Anthropic as a client would mark a significant win for Microsoft, whose in-house chip development faced delays last year. The deal would allow Microsoft to compete with cloud rivals Google and Amazon by offering an alternative to Nvidia hardware, which currently dominates the market and eats into cloud profit margins. For Anthropic, renting Maia chips provides additional options to run its models and the opportunity to tailor future generations of the chip to its specific needs. The Maia chips are designed to run existing models faster than Nvidia’s hardware, though they are not intended for training or developing new models, according to the report. Related articles Microsoft rises 2% as Anthropic eyes deal for custom Maia AI chips These 2 stocks are best positioned to benefit from higher uranium prices: analyst 5 reasons why Jefferies thinks Meta’s pullback is a buying opportunity
Frank Brennan IBM ( IBM ) was in focus on Thursday after RBC Capital Markets called its deal with the U.S. government to launch a standalone quantum chip manufacturing company a “big win.” Shares rose more than 4% in early trading. “We had an opportunity to talk with management who sees this as a big win for IBM and the quantum supply chain noting there is not currently a manufacturer of 300-milli...
Frank Brennan IBM ( IBM ) was in focus on Thursday after RBC Capital Markets called its deal with the U.S. government to launch a standalone quantum chip manufacturing company a “big win.” Shares rose more than 4% in early trading. “We had an opportunity to talk with management who sees this as a big win for IBM and the quantum supply chain noting there is not currently a manufacturer of 300-millimeter wafers of this scale in the U.S.,” RBC Capital analyst Matthew Swanson wrote in a note to clients. “As one of the largest consumers of these wafers, IBM is both securing its own supply chain while also creating a commercial opportunity to be the 'picks and shovels' of the quantum industry. While there is currently no timeline they are disclosing for the completion of Anderon, the investment in domestic 300-millimeter wafer supply does increase the likelihood of IBM being one of the earliest beneficiaries of quantum in our view.” Swanson has an Outperform rating and $300 price target on IBM. More on IBM IBM: The Business Improved Faster Than Many Investors Realize CliffsNotes IBM, Boeing Earnings Summaries: Boeing's OK; IBM Is All About What Management Didn't Say IBM's Q1: Caught In AI Crossfire IBM, D-Wave, Rigetti, GlobalFoundries confirm proposed U.S. quantum funding awards Quantum computing is the latest U.S. government equity bet
SweetBunFactory/iStock via Getty Images Introduction ACM Research ( ACMR ) released Q1 results on May 7, and the segment composition shift tells us more about where the company is going than the revenue beat. ECP up 205% YoY. Cleaning down 5.5%. Advanced packaging up 62%. The mix rotation away from cleaning concentration that we have been waiting for since our May 2024 article is finally showing u...
SweetBunFactory/iStock via Getty Images Introduction ACM Research ( ACMR ) released Q1 results on May 7, and the segment composition shift tells us more about where the company is going than the revenue beat. ECP up 205% YoY. Cleaning down 5.5%. Advanced packaging up 62%. The mix rotation away from cleaning concentration that we have been waiting for since our May 2024 article is finally showing up in reported numbers. We started covering ACMR in October 2023 at $17 with a $32 target. And than in January 2024 we reiterated buy when stock was around $21, followed by “ The Road To $1B Revenue ” in May 2024 at $23 with a raised target of $44. Stock has compounded meaningfully since and reached a 52-week high of $71 in April 2026 before settling in the mid-$60s. What the May 7 result delivers, in our opinion, is the inflection in the new-product cycle that ACM has been investing in for the last 5 years. Revenue of $231.3 million beat consensus by $15 million, EPS of $0.34 beat by $0.14, on the back of explosive ECP growth and strong demand in advanced packaging. Stock rallied on the results and then moved lower as the market processed gross margin compression from 48.2% to 46.5%. We read the pullback as a buying opportunity, nothing else. We will walk through the Q1 results, the Planetary Family product portfolio launch, the SPM ramp, and an updated valuation. A Strong Q1 With New Product Catalysts What we look at first in a semi equipment earnings is the gap between shipments and revenue, since the gap tells us about FY+1. Q1 2026 shipments of $240.7 million (up 54% YoY) outpaced revenue of $231.3 million (up 34%) by roughly $9 million, and CFO McKechnie on the Q1 call was clear that shipment growth will continue to outpace revenue growth for the full year. This is, in our view, a leading indicator of FY27 revenue strength. Approximately 15% of Q1 shipments were catch-up from tools rescheduled from Q4 2025, but even adjusting for that, underlying shipment momentum is a...
JR Global REIT旗下位于布鲁塞尔的金融塔正引发一场法律战。该韩国上市房地产投资信托基金在伦敦高等法院提起诉讼，指控太平洋投资管理公司和英国 法通保险 公司等债权人施压估值机构压低资产价值，以触发“现金陷阱”条款并冻结租金收入。 根据伦敦和纽约法院的文件，JR REIT声称Pimco房地产欧洲债务主管布鲁诺·多尔德在1月会见莱坊估值师时表示，任何高于9.5亿欧元的估值都“荒谬可笑”，导致...
JR Global REIT旗下位于布鲁塞尔的金融塔正引发一场法律战。该韩国上市房地产投资信托基金在伦敦高等法院提起诉讼，指控太平洋投资管理公司和英国 法通保险 公司等债权人施压估值机构压低资产价值，以触发“现金陷阱”条款并冻结租金收入。 根据伦敦和纽约法院的文件，JR REIT声称Pimco房地产欧洲债务主管布鲁诺·多尔德在1月会见莱坊估值师时表示，任何高于9.5亿欧元的估值都“荒谬可笑”，导致莱坊随后辞任。该物业于2020年以约12亿欧元收购，是比利时政府大楼的主要租户。在莱坊退出后，仲量联行给出了约9.2亿欧元的估值，被JR REIT方面指为“不合理的低估值”。 这场纠纷源于一笔7.24亿欧元的债务。其中近一半通过Pimco来自安联旗下的四家实体，L&G和 三井住友 各提供约1.35亿欧元。估值下降导致贷款价值比超过52.5%的契约红线，触发现金冻结。JR REIT未能偿还400亿韩元短期债券后，于4月在首尔申请破产保护。 JR REIT发言人表示公司仍在运营，正通过法院监督的重组计划进行财务重整。该大楼目前有约2.8万名小投资者，冻结的个人投资资产约2000亿韩元。 责任编辑：张俊 SF065
Quick Read Micron (MU) guided Q3 revenue to $33.5B with 81% gross margin and EPS of $19.15, with a single quarter exceeding the company’s full prior fiscal year; the stock is up 156.59% year-to-date and 647.98% over 12 months, driven by structural AI demand for memory. CEO Sanjay Mehrotra stated Micron is fulfilling only 50% to two-thirds of key customers’ medium-term demand and has signed its fir...
Quick Read Micron (MU) guided Q3 revenue to $33.5B with 81% gross margin and EPS of $19.15, with a single quarter exceeding the company’s full prior fiscal year; the stock is up 156.59% year-to-date and 647.98% over 12 months, driven by structural AI demand for memory. CEO Sanjay Mehrotra stated Micron is fulfilling only 50% to two-thirds of key customers’ medium-term demand and has signed its first five-year strategic customer agreement, with HBM4 in volume shipment for NVIDIA applications. Micron’s path to $1,000 per share by 2027 depends on HBM4 and HBM4E ramping on schedule, supply-constrained pricing holding through calendar 2026, and Wall Street raising earnings estimates to match reality as the AI memory cycle expands. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Micron Technology wasn't one of them. Get them here FREE. Micron Technology (NASDAQ:MU) is rewriting its identity. The stock is up 156.59% year to date and 647.98% over the past 12 months, powered by an AI memory cycle that CEO Sanjay Mehrotra calls structural. He told investors, "AI has not just increased demand for memory; it has fundamentally recast memory as a defining strategic asset in the AI era." With shares at $731.99 and a market cap of $787.99 billion, Micron sits roughly $212 billion short of the trillion-dollar club. Can MU reach $1,000 per share by 2027? Here is the math. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Micron Technology wasn't one of them.Get them here FREE. Why Micron Shares Just Took a Breather MU fell 8.91% in the past week after a 63.24% rip over the prior month. With a beta of 1.92, this stock moves fast in both directions. Bond yields are pressuring multiples (the 30-year Treasury sits at 19-year highs), and Benzinga warned that "rising discount rates challenge the highly-valued memory supercycle thesis ahead of Nvidia's earnings." Morningstar flagged that DRAM-linked holdings "appear overvalued". After a near 7x mo...
(RTTNews) - Graco Inc.(GGG), a fluid and powder handling technologies company, said on Thursday that it has inked a deal to acquire Valco Melton, an adhesive application and quality assurance systems provider, for $447 million in cash. This includes around $40 million in expected tax benefits. Mark Sheahan, CEO of Graco, said: "This acquisition is a strong strategic fit for Graco and a natural ext...
(RTTNews) - Graco Inc.(GGG), a fluid and powder handling technologies company, said on Thursday that it has inked a deal to acquire Valco Melton, an adhesive application and quality assurance systems provider, for $447 million in cash. This includes around $40 million in expected tax benefits. Mark Sheahan, CEO of Graco, said: "This acquisition is a strong strategic fit for Graco and a natural extension of our industrial portfolio. Valco Melton expands our capabilities in precision sealant and adhesive dispensing, which closely aligns with Graco's core expertise in fluid handling, while adding complementary vision-based quality assurance systems." The transaction is expected to be closed in the third quarter of Graco's fiscal. Valco Melton had reported revenue of $145 million for 2025. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Tesla’s TSLA long-awaited rollout of Full Self-Driving (“FSD”) in China marks a major milestone for the tech EV giant as it pushes deeper into the world’s largest auto market. The launch is significant not just because of the technology itself, but also because this move opens up a fresh monetization opportunity for the company at a time when competition in China’s EV market is intensifying rapidl...
Tesla’s TSLA long-awaited rollout of Full Self-Driving (“FSD”) in China marks a major milestone for the tech EV giant as it pushes deeper into the world’s largest auto market. The launch is significant not just because of the technology itself, but also because this move opens up a fresh monetization opportunity for the company at a time when competition in China’s EV market is intensifying rapidly. The rollout follows months of regulatory discussions and comes just days after Tesla CEO Elon Musk accompanied U.S. President Donald Trump on a high-profile visit to Beijing. China is one of the most important markets for Tesla, accounting for a significant portion of its global deliveries and production. Until now, Tesla’s FSD technology was mainly available in the United States and select international markets, including Canada and parts of Europe, though regulatory hurdles have slowed wider expansion. China’s approval is a major breakthrough because the country has some of the world’s most advanced EV users and highly competitive domestic automakers. Tesla’s latest rollout in China includes advanced city-navigation capabilities and Level 3-style assisted driving features in certain conditions. While Tesla still markets FSD as a driver-assistance system requiring human supervision, the technology is increasingly moving closer to higher levels of autonomy. Level 3 systems allow the vehicle to handle most driving tasks under specific conditions, though drivers must remain ready to intervene when necessary. Notably, Tesla’s China strategy also differs from its latest global approach. Per CnEVPost, before FSD officially entered China, Tesla allowed customers to buy the software through a one-time payment of 64,000 yuan (about $9,420). However, in February, Tesla ended one-time FSD purchases globally and shifted to a subscription-only model aimed at building recurring high-margin software revenues. However, Tesla’s China website still shows the one-time purchase option. Kee...
Tesla’s TSLA long-awaited rollout of Full Self-Driving (“FSD”) in China marks a major milestone for the tech EV giant as it pushes deeper into the world’s largest auto market. The launch is significant not just because of the technology itself, but also because this move opens up a fresh monetization opportunity for the company at a time when competition in China’s EV market is intensifying rapidl...
Tesla’s TSLA long-awaited rollout of Full Self-Driving (“FSD”) in China marks a major milestone for the tech EV giant as it pushes deeper into the world’s largest auto market. The launch is significant not just because of the technology itself, but also because this move opens up a fresh monetization opportunity for the company at a time when competition in China’s EV market is intensifying rapidly. The rollout follows months of regulatory discussions and comes just days after Tesla CEO Elon Musk accompanied U.S. President Donald Trump on a high-profile visit to Beijing. China is one of the most important markets for Tesla, accounting for a significant portion of its global deliveries and production. Until now, Tesla’s FSD technology was mainly available in the United States and select international markets, including Canada and parts of Europe, though regulatory hurdles have slowed wider expansion. China’s approval is a major breakthrough because the country has some of the world’s most advanced EV users and highly competitive domestic automakers. Tesla’s latest rollout in China includes advanced city-navigation capabilities and Level 3-style assisted driving features in certain conditions. While Tesla still markets FSD as a driver-assistance system requiring human supervision, the technology is increasingly moving closer to higher levels of autonomy. Level 3 systems allow the vehicle to handle most driving tasks under specific conditions, though drivers must remain ready to intervene when necessary. Notably, Tesla’s China strategy also differs from its latest global approach. Per CnEVPost, before FSD officially entered China, Tesla allowed customers to buy the software through a one-time payment of 64,000 yuan (about $9,420). However, in February, Tesla ended one-time FSD purchases globally and shifted to a subscription-only model aimed at building recurring high-margin software revenues. However, Tesla’s China website still shows the one-time purchase option. Kee...
A Hong Kong resident has reported suspected airgun damage to her flat window in Yuen Long, with a district councillor warning that similar incidents may have occurred in the same public housing estate. Police said on Thursday that a 64-year-old woman reported the case at about 12.30pm, after discovering damage to a window at her flat in Shek Ping House in Long Ping Estate. The woman told police sh...
A Hong Kong resident has reported suspected airgun damage to her flat window in Yuen Long, with a district councillor warning that similar incidents may have occurred in the same public housing estate. Police said on Thursday that a 64-year-old woman reported the case at about 12.30pm, after discovering damage to a window at her flat in Shek Ping House in Long Ping Estate. The woman told police she found a 2mm steel pellet on her bed on Monday, but did not initially suspect anything. Advertisement She later noticed on Wednesday a roughly 2mm hole and cracks in the window glass and believed the damage was caused by a steel pellet fired from outside. The case was classified as criminal damage and handed over to the Yuen Long district crime squad for investigation. A social media post shows airgun damage to a window of a flat at Shek Ping House. Photo: Threads/@ritachong628 In a Threads post that drew more than 6,000 likes, one user said her boyfriend’s flat in the estate had its window “shot through”, leaving cracks in the glass and a BB gun pellet on the bed inside the unit.
The setup for a bullish technical signal in Republic Services (NYSE: RSG) is tightening. The waste hauler’s 50-day simple moving average stands at 213.87, with the 200-day at 217.77. Shares closed at $212.20 on May 20, 2026. A golden cross would require the shorter average to overtake the longer one, and the gap is now ... What Could Push Republic Services Stock to a Golden Cross?
The setup for a bullish technical signal in Republic Services (NYSE: RSG) is tightening. The waste hauler’s 50-day simple moving average stands at 213.87, with the 200-day at 217.77. Shares closed at $212.20 on May 20, 2026. A golden cross would require the shorter average to overtake the longer one, and the gap is now ... What Could Push Republic Services Stock to a Golden Cross?