Recent developments in the electric vehicle (EV) sector highlight onsemi's advancements in semiconductor solutions crucial for automotive applications. The company's latest quarterly results reveal significant growth in their AI data center business and notable progress in 900V EV architectures, enhancing vehicle performance with extended range and rapid charging. Collaborations with automotive gi...
Recent developments in the electric vehicle (EV) sector highlight onsemi's advancements in semiconductor solutions crucial for automotive applications. The company's latest quarterly results reveal significant growth in their AI data center business and notable progress in 900V EV architectures, enhancing vehicle performance with extended range and rapid charging. Collaborations with automotive giants like Geely and NIO further exhibit evolving partnerships that push the boundaries of EV...
The US Treasury signaled it’s still comfortable issuing the shortest-dated debt to meet escalating government borrowing needs — even as warnings emerge about the strategy’s risks. The Treasury anticipates keeping nominal note and bond sale sizes unchanged “for at least the next several quarters,” the department said in a quarterly statement on debt policy Wednesday. “Treasury believes its current ...
The US Treasury signaled it’s still comfortable issuing the shortest-dated debt to meet escalating government borrowing needs — even as warnings emerge about the strategy’s risks. The Treasury anticipates keeping nominal note and bond sale sizes unchanged “for at least the next several quarters,” the department said in a quarterly statement on debt policy Wednesday. “Treasury believes its current auction sizes leave it well positioned to address potential changes to the fiscal outlook” and shifts in the Federal Reserve ’s purchases of Treasuries, it said. US debt managers have been using the same forward guidance since early 2024, in a policy that’s steadily boosted the share of bills — which mature in up to a year — of total debt outstanding. The International Monetary Fund cautioned last month that this leaves federal debt costs more vulnerable to sudden swings in rates and shifts in sentiment, because auctions are more frequent. The Treasury also reiterated that it’s monitoring “growing demand for Treasury bills from the private sector” and the pace of the Fed’s purchases. And it repeated that it’s continuing to look at potential future increases of nominal coupon and floating-rate note sales, “with a focus on trends in structural demand and potential costs and risks of various issuance profiles.” While uniformly expecting the Treasury to keep auctions unchanged for now, dealers were divided heading into the so-called quarterly refunding release on whether it might alter its guidance. Outsize US fiscal deficits make an expansion in longer-dated auctions practically inevitable at some stage. The department on Monday boosted its estimate for net borrowing this quarter amid lower net cash flows. ‘Watched Pot’ “Like the watched pot that never seems to boil, Treasury has just kept repeating this same language every quarter,” RBC Capital Markets strategists Blake Gwinn and Izaac Brook wrote in their preview of the announcement. With Treasury yields near recent highs, o...
As the primary financial, military, and cultural US rival in the battle for geopolitical supremacy, China has found itself outmaneuvered by President Donald Trump in the energy arena. US control over China’s main oil suppliers – Iran and Venezuela – have undermined a significant portion of its leverage. However, China has other cards to play ... China’s hold over the physical silver market looms l...
As the primary financial, military, and cultural US rival in the battle for geopolitical supremacy, China has found itself outmaneuvered by President Donald Trump in the energy arena. US control over China’s main oil suppliers – Iran and Venezuela – have undermined a significant portion of its leverage. However, China has other cards to play ... China’s hold over the physical silver market looms large for 2026
Advanced Micro Devices (NASDAQ:AMD) used its Q1 FY2026 earnings report to reset the ceiling on its server business, and the figure that matters most is a forward-looking outlook. The Number AMD management told investors it now sees the server CPU total addressable market reaching $120 billion or more by 2030, with the market growing at ... The $120 Billion Growth Driver Sitting Inside AMD’s AI Jug...
Advanced Micro Devices (NASDAQ:AMD) used its Q1 FY2026 earnings report to reset the ceiling on its server business, and the figure that matters most is a forward-looking outlook. The Number AMD management told investors it now sees the server CPU total addressable market reaching $120 billion or more by 2030, with the market growing at ... The $120 Billion Growth Driver Sitting Inside AMD’s AI Juggernaut
XPEL press release ( XPEL ): Q1 GAAP EPS of $0.37 beats by $0.01 . Revenue of $117.4M (+13.1% Y/Y) beats by $4.3M . The Company expects second quarter 2026 revenue of approximately $135 - $137 million. More on XPEL XPEL Is On A Great Trip, But That Doesn't Mean It's Right To Join In XPEL: Why This Stock Could Deliver Strong Upside XPEL, Inc. (XPEL) Q4 2025 Earnings Call Transcript XPEL Q1 Earnings...
XPEL press release ( XPEL ): Q1 GAAP EPS of $0.37 beats by $0.01 . Revenue of $117.4M (+13.1% Y/Y) beats by $4.3M . The Company expects second quarter 2026 revenue of approximately $135 - $137 million. More on XPEL XPEL Is On A Great Trip, But That Doesn't Mean It's Right To Join In XPEL: Why This Stock Could Deliver Strong Upside XPEL, Inc. (XPEL) Q4 2025 Earnings Call Transcript XPEL Q1 Earnings Preview XPEL outlines Q1 2026 revenue target of $112M-$114M while advancing direct market strategy and manufacturing investments
Here are the biggest calls on Wall Street on Wednesday: Roth upgrades LCI Industries to buy from hold Roth upgrades the boating and RV company following earnings. "We upgrade LCII shares to Buy (from Neutral) with an unchanged PT of $164 following outsized Q1 EPS." BTIG upgrades VF Corp. to buy from neutral BTIG says estimates are now more reasonable for the owner of Vans. "We upgrade VFC sh ares ...
Here are the biggest calls on Wall Street on Wednesday: Roth upgrades LCI Industries to buy from hold Roth upgrades the boating and RV company following earnings. "We upgrade LCII shares to Buy (from Neutral) with an unchanged PT of $164 following outsized Q1 EPS." BTIG upgrades VF Corp. to buy from neutral BTIG says estimates are now more reasonable for the owner of Vans. "We upgrade VFC sh ares to Buy from Neutral." Seaport upgrades Ashland to buy from neutral Seaport says the near-term outlook is "derisked" for the specialty materials company. " ASH p osted a weaker-than-expected Q2 and reduced FY26 guidance, driven by ongoing sluggish market dynamics and higher costs at the plant in Hopewell, VA." Barclays upgrades American Eagle Outfitters to equal weight from underweight The firm upgrades American Eagle following earnings. "We upgrade to Equal Weight from Underweight based on: 1) big jump in promo score driven by 'near-perfect' Aerie quarter; 2) expected positive sales-to-inventory inflection in 1Q26E; 3) 2H26 leverage of brand investments; and 4) underlying brand heat at Aerie / Offline." Goldman Sachs upgrades Advanced Micro Devices to buy from neutral Goldman upgrades the stock following earnings. "We upgrade AMD t o Buy with a 12-month price target of $450 (27% upside) given tailwinds to its server CPU business we expect from agentic AI, as well as upside in datacenter GPUs in 2027 and beyond." Read more. Deutsche Bank raises DaVita to buy from hold Deutsche upgrades the dialysis company following earnings. " DVA reported 1Q:26 revenues of $3.415b which beat consensus by 2.2% and EPS of $2.87 which was 22.1% ahead of the Street. The two shining stars of the quarter were: (1) Revenue per treatment; (2) Treatment growth." Read more. Citigroup upgrades Arthur J. Gallagher, Brown & Brown and Willis Towers Watson to buy from neutral Citi sees a "systemic return opportunity" for several insurance stocks. "We upgrade AJG, BRO, MRSH and WTW to Buy (all from Neutra...
Flavored disposable e-cigarettes are seen in this illustration taken July 18, 2022. Shannon Stapleton | Reuters The Food and Drug Administration on Tuesday announced its first authorization of fruit-flavored electronic cigarettes intended for adult smokers, a major policy shift that comes after months of appeals to President Donald Trump from the vaping industry. The decision is certain to be oppo...
Flavored disposable e-cigarettes are seen in this illustration taken July 18, 2022. Shannon Stapleton | Reuters The Food and Drug Administration on Tuesday announced its first authorization of fruit-flavored electronic cigarettes intended for adult smokers, a major policy shift that comes after months of appeals to President Donald Trump from the vaping industry. The decision is certain to be opposed by health groups and parent organizations that have long pointed to flavors as the driver behind underage vaping in the U.S. But the federal action comes as teen vaping rates have dropped to a 10-year low and manufacturers have pushed the Republican administration to loosen restrictions on their products. Vaping companies have long made the case that their products can help blunt the toll of smoking among adults, which is blamed for 480,000 U.S. deaths annually due to cancer, lung disease and heart disease. The battery-powered devices have been sold in the U.S. since 2007, but their potential benefits have been overshadowed for years by uptake among middle and high school students. The newly authorized e-cigarettes come in mango, blueberry and two varieties of menthol. Los Angeles-based vaping company Glas Inc. plans to market the flavors under the names Gold, Sapphire, Classic Menthol and Fresh Menthol, according to the FDA release. Previously, the FDA had only granted permission to tobacco or menthol-flavored vaping products. Most e-cigarettes approved by regulators come from large manufacturers, including Juul and Altria . Tuesday's announcement is not an approval or endorsement, and the FDA reiterated that the Glas vapes are only intended for adults interested in quitting or cutting back on cigarettes. The FDA suggested the company's digital age-verification system makes it unlikely the products will be picked up by underage users. Users must first verify their age with a government ID on their cellphone. The e-cigarettes can then only be used when connected via Blu...
(RTTNews) - ChronoScale Corporation (CHRN) said on Wednesday that it has appointed Cenly Chen as chief executive officer to lead the next phase of AI compute growth.
(RTTNews) - ChronoScale Corporation (CHRN) said on Wednesday that it has appointed Cenly Chen as chief executive officer to lead the next phase of AI compute growth.
FlamingoImages/iStock via Getty Images Thesis Summary In my last piece on PayPal ( PYPL ), I highlighted that I thought the stock was “ Expensive At Any Price. " At the time, the stock had already fallen 40% under the prior CEO, with branded checkout stalling, and no compelling reason to step in. Today, with Q1 results now in , the stock is down another 9%, not far off its recent low of $39. While...
FlamingoImages/iStock via Getty Images Thesis Summary In my last piece on PayPal ( PYPL ), I highlighted that I thought the stock was “ Expensive At Any Price. " At the time, the stock had already fallen 40% under the prior CEO, with branded checkout stalling, and no compelling reason to step in. Today, with Q1 results now in , the stock is down another 9%, not far off its recent low of $39. While the new CEO has arrived with some good intentions, it’s still too early to jump into PayPal. This is a company that needs an AI Hail Mary, either in terms of a new AI-centric product or a substantial “AI efficiency moment”, similar to that pulled off by Block ( XYZ ) Q1 Overview On the surface, Q1 2026 was not a disaster. Total payment volume grew 11% YoY to nearly $464 billion, and revenue came in at $8.35 billion, up 7%. PYPL Q1 (Investor slides) Venmo continues to be a strong spot, accelerating to 14% YoY growth. Yes, PayPal beat the already low estimates, but there’s not much to like, especially if we dig a little deeper into the numbers. Branded checkout TPV, arguably the metric that matters most for PayPal's core identity, grew just 2% on a currency-neutral basis. TPV Mix (Investor slides) While that is an improvement from 1% last quarter, it is not showing a structural recovery. Active accounts grew just 1% too, and monthly active accounts are essentially flat. What’s worse, guidance for Q2 was unimpressive. 2026 Guidance (Investor slides) EPS is expected to fall 9% YoY, and the stock's reaction says it all, with PayPal down nearly 10% Insights From the Earnings Call The most interesting part of Q1 was arguably not the financials but the first earnings call featuring the new CEO Enrique Lores, formerly the head of HPQ ( HP ). To his credit, the CEO was quick to acknowledge the issues at PayPal, though I guess that’s easy to do when you’re the new guy. Underinvestment, slow execution and an excessive focus on the merchant side sum up the core ideas. But there’s been ...
Anna Moneymaker/Getty Images News U.S. President Trump reportedly said Wednesday it’s “too soon” to start preparing for peace talks with Iran despite optimistic reports suggesting the two nations are nearing a framework agreement to end their 67-day conflict. When asked if reporters should prepare to travel to Pakistan for a new round of negotiations following Islamabad sources revealing a tentati...
Anna Moneymaker/Getty Images News U.S. President Trump reportedly said Wednesday it’s “too soon” to start preparing for peace talks with Iran despite optimistic reports suggesting the two nations are nearing a framework agreement to end their 67-day conflict. When asked if reporters should prepare to travel to Pakistan for a new round of negotiations following Islamabad sources revealing a tentative deal was close, Trump told the New York Post: “I don’t think so.” Trump has previously expressed willingness to travel to Pakistan to sign a formal agreement, honoring the diplomatic efforts of Pakistan defense chief Asim Munir to bring Washington and Tehran together. Earlier on Wednesday, Trump posted on social media that the conflict could end if Iran agrees to terms already discussed, warning that if they don’t comply, “the bombing starts, and it will be, sadly, at a much higher level and intensity than it was before.” Dear readers : We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on United States Oil Fund LP ETF, United States Brent Oil Fund LP ETF, etc. U.S. February Oil Production Rebounds Commodities: Trump's 'Project Freedom' Pause Weighs On Oil Prices SPX Realized Skew Inverts As Traders Focus On Right Tail Strait of Hormuz reopening odds jump as U.S.-Iran deal talks advance U.S.-Iran reportedly near a deal, oil tumbles