The rapid rise of agentic artificial intelligence is showing no signs of slowing. Advanced Micro Devices (NASDAQ: AMD) , a leader in CPUs, which is a critical component of agentic AI, just reported strong first-quarter 2026 earnings, sending the stock soaring by more than 17% as of 11:30 a.m. ET today. The company reported adjusted earnings per share (EPS) of $1.37, beating estimates by $0.08, whi...
The rapid rise of agentic artificial intelligence is showing no signs of slowing. Advanced Micro Devices (NASDAQ: AMD) , a leader in CPUs, which is a critical component of agentic AI, just reported strong first-quarter 2026 earnings, sending the stock soaring by more than 17% as of 11:30 a.m. ET today. The company reported adjusted earnings per share (EPS) of $1.37, beating estimates by $0.08, while revenue of $10.25 billion beat estimates of $9.89 billion. Revenue also grew 38% year over year. Continue reading
YieldMax PYPL Option Income Strategy ETF (NYSEARCA:PYPY) is built for one thing: turning PayPal’s volatility into monthly cash. The fund holds Treasury bills as collateral, builds synthetic long exposure to PayPal (NASDAQ:PYPL) through options, and writes calls against that exposure to harvest premium. Investors show up for the headline yield. They stay, in theory, because ... PYPY Has Already Los...
YieldMax PYPL Option Income Strategy ETF (NYSEARCA:PYPY) is built for one thing: turning PayPal’s volatility into monthly cash. The fund holds Treasury bills as collateral, builds synthetic long exposure to PayPal (NASDAQ:PYPL) through options, and writes calls against that exposure to harvest premium. Investors show up for the headline yield. They stay, in theory, because ... PYPY Has Already Lost 50% Because Its Design Captures Losses But Caps Gains
Why do you want a fitness tracker? This is the first question I ask any time I’m asked to recommend a device. The number-one rule of wearable tech is that it has to be something you actually want to wear. So instead of molding yourself to a device, it’s better to pick something that isn’t too hard to slot into the life you already lead. The tech specs will fall into place once you’re honest with y...
Why do you want a fitness tracker? This is the first question I ask any time I’m asked to recommend a device. The number-one rule of wearable tech is that it has to be something you actually want to wear. So instead of molding yourself to a device, it’s better to pick something that isn’t too hard to slot into the life you already lead. The tech specs will fall into place once you’re honest with yourself about who you are and where you’re currently at. You can always revisit your choice once you’ve leveled up, but buying for who you want to be someday isn’t helpful. Are you a couch potato who wants to hit 10,000 steps a day? Are you a gym rat who prioritizes lifting heavy? Do you have absolutely no idea, but have a vague vision of six-pack abs and know you have an Android phone? There are a zillion permutations, but in my experience, people typically fall into a handful of categories. Here’s what I recommend for each. Casual wellness seekers It’s nigh impossible to escape the barrage of health metrics and scores these days. But if it’s possible, you’d like to. All you really want is credit for the activity you do and some insight into how your sleep is, screw the bells and whistles. Also, you’d be caught dead wearing a hockey-sized puck on your arm. If that’s you, I’d recommend a Fitbit Charge 6 or an Oura Ring 4 . Both work regardless of what phone you have and are good at getting you the basics with minimal overwhelm. Oura Ring 4 Score: 9 Pros Cons More sizes Slimmer design Expanded auto workout detection Redesigned app Better battery life Subscription required to get all features I still wish this had a charging case Where to Buy: $349 at Amazon $349 at Best Buy $349 at Oura The Oura Ring is the more stylish of the two. It’s the better option if you’d prefer to keep your wrist free or would rather notifications stay on your phone. I vouch for shelling out a smidge extra for the ceramic version. (In my years of testing, I find the metal finishes scratch easily. Wh...
The big tech world has turned into a "let's collab and figure out what works" Wild West during the artificial intelligence boom. On one hand, there's a lot to gain from pooling resources together and expanding the technology as a whole. On the other hand, many of these partnerships are proving to be fluid and subject to change on short notice. One of the prominent partnerships has been between Mic...
The big tech world has turned into a "let's collab and figure out what works" Wild West during the artificial intelligence boom. On one hand, there's a lot to gain from pooling resources together and expanding the technology as a whole. On the other hand, many of these partnerships are proving to be fluid and subject to change on short notice. One of the prominent partnerships has been between Microsoft (NASDAQ: MSFT) and ChatGPT's creator, OpenAI . They have worked together for years, but on April 27, both companies announced that they had restructured their multibillion-dollar partnership. And although Amazon (NASDAQ: AMZN) has nothing to do with that directly, it could wind up being the real winner from the change. Continue reading
5W, the AI Communications Firm, and Haute Wealth, the wealth-planning vertical of Haute Media Group, today released The Wealth AI Audit — a joint research study of how the five major generative AI engines answer the highest-stakes financial questions in America.
5W, the AI Communications Firm, and Haute Wealth, the wealth-planning vertical of Haute Media Group, today released The Wealth AI Audit — a joint research study of how the five major generative AI engines answer the highest-stakes financial questions in America.
Anthropic (ANTH.PVT) co-founder and CEO Dario Amodei warned that some software companies could "completely go bust" while speaking at the AI developer's The Briefing: Financial Services event.. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland highlight Amodei's comments and the factors that could raise alarm bells for tech companies this late in the AI Boom.
Anthropic (ANTH.PVT) co-founder and CEO Dario Amodei warned that some software companies could "completely go bust" while speaking at the AI developer's The Briefing: Financial Services event.. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland highlight Amodei's comments and the factors that could raise alarm bells for tech companies this late in the AI Boom.
Robert Way/iStock Editorial via Getty Images PayPal Holdings, Inc. ( PYPL ) just reported Q1 earnings, and the stock tumbled more than 10%. Even so, since my last article , which was a buy, the total return is at 11.5%. This proves a bit of my previous argument. I had not liked the quarter; I agreed with some risks the market saw but still thought PYPL stock presented good asymmetry. That is, it r...
Robert Way/iStock Editorial via Getty Images PayPal Holdings, Inc. ( PYPL ) just reported Q1 earnings, and the stock tumbled more than 10%. Even so, since my last article , which was a buy, the total return is at 11.5%. This proves a bit of my previous argument. I had not liked the quarter; I agreed with some risks the market saw but still thought PYPL stock presented good asymmetry. That is, it really is not the best company in the world but still manages to be a good stock. And for me, this feeling continues. I believe PYPL is still a value play, but it is far from being an obvious thesis. There is still a lot of uncertainty, mainly in the industry, and consequently, execution in the next quarters will have to be impeccable to unlock growth and expand margins. But on the other side, the valuation continues to be under pressure. PayPal Q1 Earnings PayPal delivered a double beat in Q1; in the top line, the market expected $8.06 billion, and PayPal delivered $8.35 billion, a surprise of 3.6%, while in EPS, the surprise was a bit more than 5%, with PayPal delivering $1.34. The earnings snapshot also looks very positive at first glance. Payment volume grew 11% so far; everything is fine, right? But revenue grew 7% (which already shows that revenue per payment (or fee) is lower); for instance, transaction margin grew only 3%, and EPS grew 1%. That is, the top line is good, but concerns regarding margins and platform profitability still exist. PayPal Presentation But certainly the worst was the guidance. For Q2, PayPal delivered guidance of a transaction margin declining at a pace close to 3% and a non-GAAP EPS declining in the high single digits (~9%). PayPal Presentation And we should point out both the positive and the negative side. The negative side behind these numbers is both the competition and the current difficulty of this payments industry, but we also have to remember that this decline in EPS and margin comes together with a moment of cost cutting and also a ...
The headquarters of China Great Wall Asset Management Co. Ltd. in Beijing’s Lize Financial District. Photo: VCG Two of China’s unlisted state-owned bad-debt managers reported surging asset-impairment losses for 2025, though paper gains tied to strategic investments in domestic banks helped shield their earnings from deteriorating loan quality. China Great Wall Asset Management Co. Ltd. and China O...
The headquarters of China Great Wall Asset Management Co. Ltd. in Beijing’s Lize Financial District. Photo: VCG Two of China’s unlisted state-owned bad-debt managers reported surging asset-impairment losses for 2025, though paper gains tied to strategic investments in domestic banks helped shield their earnings from deteriorating loan quality. China Great Wall Asset Management Co. Ltd. and China Orient Asset Management Co. Ltd. recently disclosed annual results showing asset-impairment losses jumped eightfold and threefold, respectively. Despite taking a combined hit of nearly 44.2 billion yuan ($6.5 billion), both firms remained profitable.
J Studios/DigitalVision via Getty Images CoreWeave, Inc. ( CRWV ) reports its Q1 '26 results this Thursday ( May 7th ) after the bell, and it’s a nail-biting event. Last quarter, CoreWeave shares melted by as much as 20% post-print on a soft Q1 outlook of $1.9B-$2B, trailing estimates of $2.29B, despite beating on the FY26 guide of $12B-$13B against estimates of $12.09B. The stock has been through...
J Studios/DigitalVision via Getty Images CoreWeave, Inc. ( CRWV ) reports its Q1 '26 results this Thursday ( May 7th ) after the bell, and it’s a nail-biting event. Last quarter, CoreWeave shares melted by as much as 20% post-print on a soft Q1 outlook of $1.9B-$2B, trailing estimates of $2.29B, despite beating on the FY26 guide of $12B-$13B against estimates of $12.09B. The stock has been through a lot of good and bad intra-quarter but has largely come out of the past three months a winner, outperforming the S&P 500, up 65% since its February print, with an RSI flirting with overbought territory at 67. CoreWeave’s not alone in the comeback story, with the neocloud peer group climbing to the outperform section against the S&P 500 ( SP500 ) and even the Philadelphia Semiconductor Index ( SOX ) benchmarks, as shown below. Even with the run-up, however, CoreWeave trails the peer group on the one-month chart, making for an interesting setup into print. YCharts We last covered CoreWeave in the aftermath of its Q4 crash, upgrading it to Strong Buy, since which the stock is up 71%, easily outperforming the S&P 500, up 7%. We noted that: “We see AI momentum around CoreWeave building again into Q2 and hence see a value play on the current post-earnings pullback.” Seeking Alpha Now, heading into Q1 print after a 60% run-up in four weeks, nerves are high, and for good reason. There are two factors of Thursday’s print that’ll be CoreWeave’s make it or break it: 1. any upward revisions to FY26 outlook (Q2 guide included); 2. CapEx outlook and potentially widening losses. For FY25, the company spent $10.31B in CapEx and is already guiding for that number to more than triple to the range of $30B-$35B. The spend is flowing into building out additional power capacity as we see higher CapEx revisions from tier 1 players push AI-related CapEx spend north of $765B and is expected to increase further in 2027, with Goldman Sachs going so far as to guide for $7.6T CapEx spend between 2026...
Rivian Automotive 's (NASDAQ: RIVN) strategy for success was never solely about retail electric vehicle (EV) sales. Early in its development, the company announced a deal with e-commerce giant Amazon to deliver 100,000 commercial electric delivery vans by the end of the decade. More than 30,000 are now in service, and Rivian is now growing its fleet business through a new agreement with Uber Techn...
Rivian Automotive 's (NASDAQ: RIVN) strategy for success was never solely about retail electric vehicle (EV) sales. Early in its development, the company announced a deal with e-commerce giant Amazon to deliver 100,000 commercial electric delivery vans by the end of the decade. More than 30,000 are now in service, and Rivian is now growing its fleet business through a new agreement with Uber Technologies (NYSE: UBER) . But there's a twist with the Uber business, and it could have big ramifications for Rivian and its stock . Image source: Rivian Automotive. Continue reading
Funtap/iStock via Getty Images Highlights During the first quarter of 2026, the largest portfolio sector weightings were Information Technology and Health Care. The largest sector overweight was Health Care and the largest sector underweight was Information Technology. The Information Technology and Financials sectors contributed to relative performance while Energy and Consumer Staples were among...
Funtap/iStock via Getty Images Highlights During the first quarter of 2026, the largest portfolio sector weightings were Information Technology and Health Care. The largest sector overweight was Health Care and the largest sector underweight was Information Technology. The Information Technology and Financials sectors contributed to relative performance while Energy and Consumer Staples were among sectors that detracted from relative performance. Market Environment U.S. equities endured a turbulent first quarter, with the S&P 500 Index declining 4.33% as two distinct forces converged to reshape the investment landscape. The period began with a sharp recalibration across the software industry, as the emergence of agentic artificial intelligence (AI) tools raised questions about the durability of traditional software business models. Investors moved swiftly to reprice companies most exposed to AI disruption, triggering a broad sell-off that weighed heavily on the technology-heavy corners of the market. The dislocation also spilled into private credit, where several firms with outsized exposure to software faced redemption pressures. Despite this turbulence, the underlying economy remained strong through the opening months of the year — consumers continued to spend, and expectations held firm for another quarter of solid earnings growth within the S&P 500 Index. The second, and more consequential, disruption arrived in late February with the outbreak of the U.S.–Iran conflict and the subsequent closure of the Strait of Hormuz — a critical chokepoint through which roughly 20% of the world's seaborne oil transits. The resulting supply shock sent crude prices surging past $100 per barrel for the first time in four years, injecting potential inflationary pressure into an economy the Federal Reserve (Fed) had been carefully guiding lower. Higher energy costs complicated the Fed's rate-cutting path; markets entered the quarter pricing in two rate cuts in 2026 but exited with...
Wall Street unleashed one of the most aggressive coordinated price target hikes of the year on Advanced Micro Devices (NASDAQ:AMD) following its blowout Q1 FY2026 report. Two firms upgraded AMD stock outright (Bernstein and Seaport), while seven others lifted price targets, with the most bullish call landing at $530 from KeyBanc. AMD stock surged 17% on ... Wall Street Just Piled Into AMD: Eight F...
Wall Street unleashed one of the most aggressive coordinated price target hikes of the year on Advanced Micro Devices (NASDAQ:AMD) following its blowout Q1 FY2026 report. Two firms upgraded AMD stock outright (Bernstein and Seaport), while seven others lifted price targets, with the most bullish call landing at $530 from KeyBanc. AMD stock surged 17% on ... Wall Street Just Piled Into AMD: Eight Firms Hike Price Targets After Q1 Earnings Crusher