Northcoast Research has pulled Norwegian Cruise Line (NYSE:NCLH) from its Buy list, downgrading the stock to Neutral on May 6. The firm cited a slower-than-expected balance sheet transformation and an industry backdrop made worse by the war in Iran. The analyst downgrade lands one day after price target cuts from Goldman Sachs, Morgan Stanley, Barclays, ... Northcoast Just Yanked Norwegian Cruise Line From Its Buy List: Iran War Sinks the Cruise Industry

Tesla ramps capex beyond $25B to fuel AI, robotics, and autonomy bets, but rising risks, negative cash flow, and unclear timelines cloud near-term outlook.

What Tesla's Massive $25B+ Capex Means for Investors Now TradingView

magnez2/iStock Unreleased via Getty Images "Credit card spending is through the roof," White House National Economic Council Director Kevin Hassett said in an interview with Fox Business. Consumers are spending more on gas, but they are spending more on everything else too, Hassett said, citing the head of one of the big five banks and the related credit card data. Ironically, the March CreditGauge edition from VantageScore had shown that households are pulling back on borrowing and reducing revolving balances. "The decline in revolving balances provides clearer evidence of consumer deleveraging, suggesting households are paying down debt and moderating spending, supported in part by seasonal inflows such as tax refunds," the report had said. Related tickers: ( AXP ), ( C ), ( BAC ), ( JPM ), ( COF ), ( SYF ), ( BFH ) On the recent private credit stress, the White House National Economic Council director said that they don't think it will rise to a level that would require them to collectively talk about the issue. "It comes that way for a very simple reason. First of all, they have assets that are still liquid at the market level. Second, if people are frustrated with the management of their private equity firm, they can take their money out," he told Fox Business. "The way the firms are structured, they can only take their money out a little bit," he said, adding specifically so that the industry wouldn't start to cause runs. "The structure of private credit had a keen eye on the systemic risks." "Even though some folks may be disappointed with their returns, I don't think people who are in private credit should worry that it's going to overflow into the rest of the marketplace," he said. Related tickers: ( OWL ), ( APO ), ( ARES ), ( BX ), ( KKR ) More on related tickers KKR & Co. Inc. (KKR) Q1 2026 Earnings Call Transcript KKR's Durable Growth Story Is Underappreciated KKR & Co. Inc. 2026 Q1 - Results - Earnings Call Presentation Most and least shorted large-cap...

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It feels like not a day goes by at the moment without some Xbox news, and today is no different. Xbox CEO Asha Sharma just announced that Xbox owners will get a new boot up sound and animation on May 13th. The console boot animation is the new Xbox logo , complete with a slight twist on the existing boot-up sound. Microsoft first revealed its new Xbox logo last month, and the company has already released Xbox dynamic backgrounds of the logo, as well as profile pictures for Xbox fans to use. The new Xbox logo has a more glassy look, and I understand Microsoft has also been using this new design for some of its internal next-gen Project Helix … Read the full story at The Verge.

What's Going On With NVIDIA Stock Wednesday? Benzinga

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Eoneren/iStock via Getty Images Market Climbs The Wall Of Worry The market is leaving all the pessimists behind. After staging the remarkable breakthrough four weeks ago, we continue to make new highs. You name it. The S&P 500 ( SPX ) ( SPY ) has made its way past the 7.255 level as I pen this update. The Nasdaq ( NDX ) ( QQQ ) has cleared the way to clock the 28K milestone, and doesn’t look like stopping. What about the Dow Jones ( DJI )? Still stuck somewhere below the 50K mark, but I reckon it wouldn’t be long before they also take that level decisively. Even the small caps ( RTY ) ( IWM ) are having the run of a lifetime, making new highs and bursting past the 2,800 mark. If anyone is telling you that this rally is purely driven by the craze over the AI infrastructure buildout, think again, I agree. But, so what? AI is powering the economy right now, isn't it? Meaning it isn't just touching the tech sector, or the semiconductor stocks, but the economy. AI Boom Stimulates The Economy Non-defense capital goods orders and shipments excluding aircraft (Yardeni research) You read me correctly. Strategist Edward Yardeni terms it as " AI has become its own stimulus program for the US economy..." US hyperscalers capital expenditure (Bloomberg) How crazy is this AI buildout? It has already decisively surpassed the $700B mark, and it’s not over yet. Related to the CapEx ramp, some of them are attributed to component costs, given how rampant the costs have surged. The memory guys will certainly remind you that they are now minting cash flow like never before. Micron’s ( MU ) free cash flow margins are expected to cross 33% for FY2026. It was under 5% in the previous FY. You do the math. Hence, as the hyperscalers spend, and take their CapEx as a ratio of revenues to high teens for 2026, the suppliers of AI compute are ringing the cash register. Nvidia ( NVDA ) is still the frontrunner to beat, no question about that. Hyperscalers Now Want To Sell AI Chips Google seeking to...

Emma Raducanu is targeting a return to the WTA Tour in Strasbourg in two weeks' time following her withdrawal from the Italian Open on health grounds.

Atlantic writer George Packer discusses how tech venture capitalists, who are heavily invested in AI and cryptocurrency, aligned with Trump and influenced policies related to their own investments.

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QUALCOMM Incorporated Stock Nears $200 as AI Data-Center Bet Drives QCOM Rally TechStock²

格隆汇5月6日｜波罗的海交易所干散货运费指数攀升至两年多来的最高水平，各船型运价均出现上涨。该指数用于监测运输干散货商品的船舶运价。追踪海岬型、巴拿马型和超灵便型船舶运价的主要波罗的海指数上涨159点，涨幅5.6%，收于2,991点，创下自2023年12月初以来的最高水平。

Earnings Call Insights: The Andersons, Inc. (ANDE) Q1 2026 Management View "I am pleased to report that we delivered our strongest first quarter ever, achieving record net income and earnings per share." (CEO, President & Director William Krueger) "The quarter included a significant positive development with the finalization of the largest ever renewable volume obligations for 2026 and 2027." (CEO, President & Director Krueger) "Construction at our Port of Houston facility is progressing with full operations expected in the third quarter." (CEO, President & Director Krueger) "Our Carlsbad Mineral plant is now operational and the upgrades to increase clean corn capacity at our Mansfield, Illinois facility are underway." (CEO, President & Director Krueger) "In the first quarter of 2026, the company reported net income attributable to -- the Andersons of $33 million or $0.97 per diluted share and adjusted net income of $38 million or $1.12 per diluted share." (Executive VP & CFO Brian Valentine) "As expected, we qualified for the next tier of 45Z tax credits in 2026, recording $26 million of these credits in the first quarter." (Executive VP & CFO Valentine) Outlook "We remain optimistic about 2026, supported by a favorable outlook for our agribusiness portfolio and reduced uncertainty regarding renewable fuels regulations." (CEO, President & Director Krueger) "We reaffirm our long-range EPS target of $7 per share by the end of 2028." (CEO, President & Director Krueger) "We continue to take a disciplined, responsible approach to capital spending, which we expect will be approximately $225 million for the year, excluding acquisitions." (Executive VP & CFO Valentine) "We recorded taxes at an effective tax rate of 14% for the first quarter and expect our full year adjusted tax rate to be in the range of 14% to 18%." (Executive VP & CFO Valentine) "Construction at our Port of Houston facility is progressing with full operations expected in the third quarter." (CEO, Preside...

FREDERICA ABAN/iStock via Getty Images Portfolio Review Equities felt heavy pressure from multiple events. Early in the quarter, data, software and information technology-related stocks sold off abruptly after Anthropic released new artificial intelligence tools, which led investors to consider the potential threats AI posed to those businesses. In March, the war in Iran further destabilized markets as oil prices spiked after the Strait of Hormuz was partially closed. War presents a new set of risks to consider. While the year began with a relatively calm backdrop, war in the Middle East has reignited inflation risks due to significantly higher oil prices. This also threatens global economic growth. Energy stability is a key concern as nearly 20% of the world's oil and gas supply moves through the Strait of Hormuz, which has been restricted due to the conflict. Industrials was a source of weakness. Portfolio holdings in industries across the sector broadly suffered from investor concerns related to the uncertainties caused by the war in the Middle East. Financials holdings weighed on relative performance. A primary driver of underperformance in the sector compared with the benchmark was financial services industry position Adyen. The payments company sold off during the quarter after reporting disappointing results and guidance. Banking industry holdings were another source of weakness as investors grappled with the broad economic uncertainties presented by the war in Iran. Real estate positioning contributed nominally. The portfolio's lack of exposure to various real estate investment trust industries slightly helped. Key Contributors Saipem ( SAPMF ). This Italian oil field services provider saw its shares continue to rise on strong order intake with growing backlogs. The company's earnings growth is also expected to be lifted by upside potential from its pending merger with Subsea 7. ASML Holding ( ASML ). Shares of the high-end lithography equipment maker advanc...

AMD Just Blew Out Earnings -- and Wall Street Can't Get Enough. Analyst Price Targets Are Skyrocketing The Motley Fool

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Earnings Call Insights: Perimeter Solutions (PRM) Q1 2026 Management view "We're pleased to report a strong start to 2026 with first quarter adjusted EBITDA of $41.2 million, reflecting both organic and acquired growth" (CEO & Director Haitham Khouri). "We have built a durable and predictable earnings base" tied to "new and improved contracting structures," "diversification within our Fire Safety segment," and "organic and M&A-driven growth in our Specialty Products segment" (CEO & Director Khouri). "Last week, we entered into a 5-year agreement to provide foams to the DLA with a maximum contract value of $500 million" (CEO & Director Khouri). "Since we already provide suppressants to the DLA, we expect the incremental uplift from this agreement to be approximately 2/3 of the total contract value" and "the financial impact will begin in late 2026, ramp up through 2027 and reach a steady-state run rate in 2028 and beyond" (CEO & Director Khouri). "Last week, we renewed our CAL FIRE contract for a new 5-year term" and "pricing on this contract increased relative to the previous CAL FIRE contract" (CEO & Director Khouri). "Our existing federal contract already spans all of the federal wildfire fighting agencies that will be consolidated into this new service, and our contract will carry forward under this new organizational structure" (CEO & Director Khouri). "Perimeter delivered net sales of $125.1 million in the quarter, up 74% year-over-year, with adjusted EBITDA of $41.2 million" (CFO & Principal Accounting Officer Kyle Sable). "Net income was $72.9 million or $0.44 per diluted share" and "adjusted earnings per diluted share was $0.06" (CFO & Principal Accounting Officer Sable). "The first quarter of 2026 was the most challenging period of operational performance in the history of our Sauget, Illinois facility" (CEO & Director Khouri). "We are pursuing all available legal avenues to enforce our contractual rights" and "we are confident that upon assuming control of...

Erikona Take-Two Interactive ( TTWO ) was added as a new long idea at Hedgeye. "While GTA VI is currently slated for November 19, 2026, we believe the next material inflection point for the stock arrives much sooner," Hedgeye analyst Andrew Freedman wrote in a note on Wednesday. "With pre-orders likely opening in late June or over the summer, the market will get its first hard datapoint on demand intensity, ASP positioning, and edition mix. Historical precedent across major AAA launches suggests pre-order velocity is a meaningful read on launch-window unit volume and a typical re-rating event for publishers in the 4–6 months ahead of release. Investors waiting for November may be late." Freedman added that "t he scale and scope of GTA VI will likely exceed previous franchise entries, with expanded monetization opportunities and content strategies that could fundamentally reshape Take-Two's revenue profile for years to come." Freedman also dismissed Google's ( GOOGL ) Genie 3 model as a competitive threat. "We view this take as misframed," Freedman wrote." Foundation models like Genie 3 are not substitutes for the narrative depth, brand equity, and decades of accumulated IP value embedded in franchises like Grand Theft Auto. If anything, AI tooling represents a tailwind to development costs and content velocity for incumbent studios with established platforms and player communities." More on Take-Two Take-Two Interactive: What The Market Is Missing About The GTA VI (Rating Upgrade) Take-Two Interactive Software: Strong Bookings Prospects Amid Selloff (Upgrade) Why the pricing on Grand Theft Auto 6 could be a video game sector catalyst November 19: Major catalyst for Take-Two, major headache for HR departments Seeking Alpha’s Quant Rating on Take-Two

utah778/iStock via Getty Images The following segment was excerpted from Alger Dynamic Opportunities Fund Q1 2026 Commentary. Details Class A shares of the Alger Dynamic Opportunities Fund underperformed the S&P 500 Index during the first quarter of 2026. For the quarter, the portfolio's average long exposure was 79.15% and the average short exposure was -30.84%. The portfolio's average cash exposure was 51.69%. Among long positions, the Information Technology and Health Care sectors were the largest absolute sector weightings, while the Health Care and Industrials sectors were the largest relative sector weightings. During the quarter, long positions, in aggregate, detracted from both absolute and relative performance. Short positions, in aggregate, contributed to both absolute and relative performance. Long positions Western Digital Corporation ( WDC ), Nebius Group ( NBIS ) and GE Vernova Inc. ( GEV ) were among the top contributors to performance. Western Digital is a hard disk drive (HDD) storage company benefiting from rising hyperscaler data-center investment and the continued proliferation of data. The HDD industry is highly consolidated, with only two scaled manufacturers, and Western Digital holds a leading market position. The business has structurally shifted toward cloud customers as consumer exposure has declined, with cloud representing the majority of Western Digital's revenue. Importantly, industry participants have emphasized capital discipline—prioritizing higher areal density (i.e., more terabytes per drive) rather than adding significant unit capacity—which supports a healthier supply/demand balance and improved profitability. During the quarter, shares contributed positively to performance after the company delivered strong fiscal second-quarter results highlighted by robust revenue growth, record gross margins, and favorable pricing dynamics in a tightly supplied market. Notably, the company's full-year production capacity is committed under l...

The Dow is trading above the 49,683.30 threshold it will need to hold through the close to officially exit its correction

TSLA's Optimus vision faces delays, missed targets and unclear timelines, raising doubts about whether the humanoid robot can deliver on Musk's bold promises.

Super Micro Computer (NASDAQ: SMCI) stock -- a company that sounds like it took its name from a 1980s comic book -- soared 16.6% through 11 a.m. ET Wednesday morning despite reporting mixed earnings last night. Heading into the company's Q3 report, analysts forecast Super Micro would earn $0.62 per share, pro forma, on $12.4 billion in sales. Super Micro beat on earnings, reporting $0.84, but whiffed on sales -- only $10.2 billion. Image source: Getty Images. Continue reading

Source: Bloomberg, 4:17

Short seller James Chanos has questioned investor Cathie Wood-led investment firm ARK Invest‘s prediction that Robotaxis could become a $34 trillion market by 2030. A Bold Prediction Quoting a post by Ark Invest on the social media platform X on Monday, Chanos questioned Ark’s approach. The investment firm shared that over 90% of the $34 trillion opportunity would be going to the “technology providers,” adding that Uber Technologies Inc. was also vying to be a part of the market and was investin

中共中央政治局委員兼外長王毅，與訪華的孟加拉外長卡利勒會談。 會談下午在北京釣魚台國賓館舉行。王毅表示，中方尊重孟加拉獨立主權和民族尊嚴，支持孟方奉行獨立自主的外交政策。 中方支持孟加拉新政府振興發展經濟，改善民生福祉，願繼續提供力所能及的支持和幫助，深化經貿、投資、基建、水利、人文等傳統領域合作，拓展綠色發展、數字經濟等新興產業合作，中方跟孟加拉等南亞國家發展關係不針對第三方，亦不應受第三方影響。 卡利勒表示，中國始終是孟方值得信賴、不可或缺的朋友和夥伴。孟加拉新政府恪守一個中國原則，感謝中方長期以來給予的支持幫助。又表示歡迎中國企業赴孟加拉投資。

Argus has flipped bullish on Palantir Technologies (NASDAQ:PLTR), upgrading the stock to Buy from Hold with a $190 price target after a sharp post-earnings sell-off. The call lands the same day Citi reiterated a Buy rating and lifted its target to $225 from $210, signaling that Wall Street views the recent weakness as a sentiment ... Argus Just Upgraded Palantir to Buy After the Sell-Off. Is $190 the New Floor?

Argus Just Upgraded Palantir to Buy After the Sell-Off. Is $190 the New Floor? 24/7 Wall St.