Cerebras Systems Inc．上市首日股价大涨75%，此前该公司通过今年规模最大的首次公开募股（IPO）募资55.5亿美元，显示出投资者对人工智能数据中心及其所用芯片兴趣高涨。 周四纽约时间下午2：49，该股涨幅收窄，报324美元，高于185美元的IPO价格，此前该股曾因波动而临时停牌。总部位于加州森尼韦尔的Cerebras首次股票发行的募资额比启动发行时的目标高出近60%，定价高于周...
Hours after a smaller Xbox Cloud Gaming controller appeared online, Brazil's Anatel regulator has also accidentally published images of what appears to be Microsoft's upcoming Xbox Elite 3 controller. Tecnoblog has posted images that show the successor to the Elite 2 controller, with an interchangeable D-Pad, paddles, and two new mysterious buttons. The Elite 3 controller design appears to be more...
Hours after a smaller Xbox Cloud Gaming controller appeared online, Brazil's Anatel regulator has also accidentally published images of what appears to be Microsoft's upcoming Xbox Elite 3 controller. Tecnoblog has posted images that show the successor to the Elite 2 controller, with an interchangeable D-Pad, paddles, and two new mysterious buttons. The Elite 3 controller design appears to be more refined this time, with the addition of two new scroll wheels at the bottom that could be related to controller adjustments or a new input method for games like Microsoft Flight Simulator . The Elite 3 will also have a new pair button that … Read the full story at The Verge.
PHOENIX, May 14, 2026 (GLOBE NEWSWIRE) -- QuoteMedia, Inc. (OTCQB: QMCI), a leading provider of financial data solutions, today announced its financial results for the quarter ended March 31, 2026, highlighted by a 15% increase in quarterly revenue to $5.5 million.
PHOENIX, May 14, 2026 (GLOBE NEWSWIRE) -- QuoteMedia, Inc. (OTCQB: QMCI), a leading provider of financial data solutions, today announced its financial results for the quarter ended March 31, 2026, highlighted by a 15% increase in quarterly revenue to $5.5 million.
JHVEPhoto/iStock Editorial via Getty Images I covered Bayer a few months back in January and changed my rating at the time to reflect a more conservative view with a "HOLD", down from a "BUY" previously. I also, shortly after that article, in accordance with my ratings and recommendations, sold the entirety of my position in the company. The reason for this was simple: I do not believe that Bayer ...
JHVEPhoto/iStock Editorial via Getty Images I covered Bayer a few months back in January and changed my rating at the time to reflect a more conservative view with a "HOLD", down from a "BUY" previously. I also, shortly after that article, in accordance with my ratings and recommendations, sold the entirety of my position in the company. The reason for this was simple: I do not believe that Bayer A.G. ( BAYZF ) has simply improved enough to where it can be justifiably argued to be cheap or attractive at a higher multiple. The reason for this is quite simple - its recent history. I do not want to be extreme, but I view Bayer as one of the more dangerous and risky companies currently available in Europe, due to its management and how management has managed some of the company in recent years. The notion that the business is in any way "turned around" in 2026 is just wrong in my view. The management problems for Bayer have been several. The company's acquisition of Monsanto is often quoted (even in classrooms; I went to a lecture) as one of the worst mergers in corporate history. In this particular source, it's said that What does one of the worst corporate deals in modern history look like? In Bayer’s Monsanto takeover, it means the value of an entire company has gone poof. This can, of course, be said about several moves, but the fact that management completely missed out on estimating the litigation or even the risk of Glyphosate is a massive lack of due diligence. Despite significant settlements already, with Bayer trying to settle as many as possible and over $11B paid out (which is about 20% of the total price for Monsanto back then, by the way), over 60,000 cases remained unsettled . The legal risk for this is not yet over (more on that later). This has resulted in a share price collapse, massive debt of over €32B on a net financial debt level, and a current estimate by management (which has been a cause for the share price level) of negative FCF. This forecast ...
AirJoule Technologies Corporation press release ( AIRJ ): Q1 GAAP EPS of -$0.74. Strong Cash Position: Following the January 2026 registered equity offering with net proceeds of $22.1 million, AIRJ ended the first quarter of 2026 with $31.1 million of cash. Cash at the 50/50 joint venture with GE Vernova was $3.9 million, for a combined cash position of $35.0 million with no debt. More on AirJoule...
AirJoule Technologies Corporation press release ( AIRJ ): Q1 GAAP EPS of -$0.74. Strong Cash Position: Following the January 2026 registered equity offering with net proceeds of $22.1 million, AIRJ ended the first quarter of 2026 with $31.1 million of cash. Cash at the 50/50 joint venture with GE Vernova was $3.9 million, for a combined cash position of $35.0 million with no debt. More on AirJoule Technologies Corporation AirJoule: Breakthrough Water Tech, But Still Too Early To Buy AirJoule Technologies Corporation (AIRJ) Q4 2025 Earnings Call Transcript AirJoule Technologies Corporation 2025 Q4 - Results - Earnings Call Presentation AirJoule targets $30M-$35% gross margin at scale while planning AirJoule Core availability in late Q4 2026 Seeking Alpha’s Quant Rating on AirJoule Technologies Corporation
Valerii Apetroaiei/iStock via Getty Images At the end of last week, I was meditating about the duration of the current rally from the March 30 lows. In fact, in my last macro coverage, I explained why a small 5% pullback in the broader markets would be normal (and healthy). That didn't happen this week, despite two economic indicators suggesting a reacceleration in inflation. The latest CPI and PP...
Valerii Apetroaiei/iStock via Getty Images At the end of last week, I was meditating about the duration of the current rally from the March 30 lows. In fact, in my last macro coverage, I explained why a small 5% pullback in the broader markets would be normal (and healthy). That didn't happen this week, despite two economic indicators suggesting a reacceleration in inflation. The latest CPI and PPI prints were hot, the rate cut narrative has weakened again, and fed funds futures are now implying an average effective fed funds rate of roughly 3.71% by December 2026. Yet the market’s reaction has been surprisingly calm. In this piece, I look at the latest inflationary data, and I try to tackle the question of whether higher oil prices ( CL1:COM ) are spreading into every corner of the economy. Hint: They don't. At least, not yet. Overall, I remain constructive on this rally, and my attention is now on a possible rotation within the semiconductor industry. Below, I explain why. The CPI and PPI Prints were Hot To understand how hot, I considered including below a table that I compiled, showing the actuals vs. the consensus for both the core and headline CPI and PPI: Author Compilation Notably, except for headline CPI on an m/m basis, all of the readings above came in hotter than consensus, especially for core PPI. This warrants a closer analysis, given that CME’s Dec. 2026 fed funds futures quote is implying an average effective fed funds rate of roughly 3.71% (in other words, no rate cuts). CME Group In fact, if I look at the consensus for the January 2027 meeting, it seems that there are now more chances for a rate hike than a rate cut: CME Group On the Street's side, some firms have pushed back their expectations for the next rate cut. Reuters As a side note, the headline above came before the PPI data was released. After the PPI release, more brokerages pushed out their expectations, including UBS , which had previously expected the first rate cut this year as soon ...
Key PointsHigh gasoline prices and changing consumer behavior are pushing people away from solo driving. That creates a structural tailwind for platforms like Lyft.
Key PointsHigh gasoline prices and changing consumer behavior are pushing people away from solo driving. That creates a structural tailwind for platforms like Lyft.
WEX ( WEX ) on Thursday announced a new $1 billion share repurchase program. The timing and amount of any transaction are subject to WEX’s discretion based upon, among other things, market conditions and other opportunities that the company may have for the use or investment of its cash balances. Press release More on WEX WEX forecasts $2.82B-$2.88B 2026 revenue and $18.95-$19.55 adjusted EPS, whi...
WEX ( WEX ) on Thursday announced a new $1 billion share repurchase program. The timing and amount of any transaction are subject to WEX’s discretion based upon, among other things, market conditions and other opportunities that the company may have for the use or investment of its cash balances. Press release More on WEX WEX forecasts $2.82B-$2.88B 2026 revenue and $18.95-$19.55 adjusted EPS, while planning $50M in cost-saving actions WEX Non-GAAP EPS of $4.15 beats by $0.06, revenue of $673.8M beats by $1.41M
Phiwath Jittamas/iStock via Getty Images I think the high-yield segment is the best one to position yourself in when it comes to your portfolio. But be careful; it's not the easiest. Actually, it's a sort of crazy bull, and whoever rides it, I think they need to know how to tame it. And that's also the case with the Schwab High Yield Bond ETF ( SCYB ), a high-yield ETF with expected yields at matu...
Phiwath Jittamas/iStock via Getty Images I think the high-yield segment is the best one to position yourself in when it comes to your portfolio. But be careful; it's not the easiest. Actually, it's a sort of crazy bull, and whoever rides it, I think they need to know how to tame it. And that's also the case with the Schwab High Yield Bond ETF ( SCYB ), a high-yield ETF with expected yields at maturity above 7%, in a market with linear expectations on rates and credit spreads contracting post-war in Iran. But what does this ETF have above its peers? And above all, how do you ride this market? Well, in my opinion, SCYB doesn't exactly have "something more," actually… "It has something less." Below I'll show you how I, personally, approach the high-yield segment with SCYB. What is SCYB The fund follows the ICE BofA US Cash Pay High Yield Constrained Index as a benchmark . This index tracks the performance of USD-denominated corporate debt below investment grade. It does so by including bonds with HY ratings, a minimum of 18 months until maturity, and a minimum of 1 year of remaining at rebalancing with a sampling technique and excluding PIK bonds, "cash pay," and limiting concentration per issuer (2% per issuer). SCYB: ETF Performance (Seeking Alpha) As I was telling you, SCYB doesn't have "something more," very similar to other ETFs. But it has "something less" that's very distinctive: an expense ratio of 0.03%, the lowest in the HY ETF market, 10x-16x lower than the category average, with a distribution yield (TTM) of 7.01% and an SEC 30-day yield at 6.82% today, which is down from 7.51% in less than two months; it's likely that it will lower with a convergence towards precisely 6.8% already in 2026. This is despite an avg YTM today at 7.51%, probably due to the presence of solutions below par. SCYB: Dividend Metrics (Seeking Alpha) How is It Built? Today there are about 1,837 holdings where the top holding weighs less than 0.4052% and the top 10 holdings less than 2...
Sky Harbour Group press release ( SKYH ): Q1 GAAP EPS of -$0.16 misses by $0.03 . Revenue of $8.72M (+56.0% Y/Y) misses by $1.23M . Introduction of 2026 End of Year Guidance We expect to achieve consolidated revenues of $42-46 million on an annualized run rate basis by year end, up from an annualized run rate of $34.9 million in Q1 2026. We expect to achieve consolidated Adjusted EBITDA of $4-6 mi...
Sky Harbour Group press release ( SKYH ): Q1 GAAP EPS of -$0.16 misses by $0.03 . Revenue of $8.72M (+56.0% Y/Y) misses by $1.23M . Introduction of 2026 End of Year Guidance We expect to achieve consolidated revenues of $42-46 million on an annualized run rate basis by year end, up from an annualized run rate of $34.9 million in Q1 2026. We expect to achieve consolidated Adjusted EBITDA of $4-6 million on an annualized run rate basis by year end, up from an annualized run rate of negative $6.0 million in Q1 2026. Shares -3.3% AH. More on Sky Harbour Group Sky Harbour Group Corporation (SKYH) Q4 2025 Earnings Call Transcript Sky Harbour Group Corporation 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Sky Harbour Group Historical earnings data for Sky Harbour Group Financial information for Sky Harbour Group
Papa John's ( PZZA ) rose 5% in after-hours trading on a report that its largest franchisee is joining Qatari-backed Irth Capital in a bid for the pizza chain. Nadeem Bajwa, who controls about 10% of the Papa John's domestic shops, will make a "significant investment" in a possible takeover, according to a Reuters report on Thursday, which cited people familiar with the matter. The Papa John's boa...
Papa John's ( PZZA ) rose 5% in after-hours trading on a report that its largest franchisee is joining Qatari-backed Irth Capital in a bid for the pizza chain. Nadeem Bajwa, who controls about 10% of the Papa John's domestic shops, will make a "significant investment" in a possible takeover, according to a Reuters report on Thursday, which cited people familiar with the matter. The Papa John's board and management were told about his intentions recently. Bajwa's could help Irth, which is also backed by Brookfield Asset Management ( BAM ), in its $47 a share pursuit of the pizza chain. Papa John's has been reviewing Irth's offer, though sources told Reuters there is no guarantee a deal gets done. A representative for Bajwa could not be reached for comment by Reuters. Representatives for Irth and Papa John's declined to comment. More on Papa John's Papa John's International, Inc. 2026 Q1 - Results - Earnings Call Presentation Papa John's International, Inc. (PZZA) Q1 2026 Earnings Call Transcript Papa John's: A Slice Of Dividend Remains Attractive And Sustainable Papa John's tests the feasibility of delivery by drones in a Charlotte suburb Papa John's reiterates 2026 adjusted EBITDA of $200M-$210M while planning $18M in supplemental marketing and subsidies
FG Trade/E+ via Getty Images StoneCo ( STNE ) stock was surging as first-quarter earnings improved year-over-year, while payment volume surpassed expectations. Shares were 8.03% higher at $10.43 during post-market trading on Thursday. Adjusted basic EPS rose 15.4% year-over-year to R$2.19, down 20.8% from the prior quarter. EPS growth outpaced that of the adjusted net income due to R$2.7B in share...
FG Trade/E+ via Getty Images StoneCo ( STNE ) stock was surging as first-quarter earnings improved year-over-year, while payment volume surpassed expectations. Shares were 8.03% higher at $10.43 during post-market trading on Thursday. Adjusted basic EPS rose 15.4% year-over-year to R$2.19, down 20.8% from the prior quarter. EPS growth outpaced that of the adjusted net income due to R$2.7B in share buybacks that reduced the outstanding share count. Adjusted net income grew 3.5% from the previous year to R$549.1M, down 22.3% on a quarterly basis. Total revenue and income was up 6.5% from a year ago and down 4.0% from a quarter ago to R$3.58B, above the Visible Alpha consensus of R$3.54B. The annual revenue growth was primarily driven by an increasing contribution from the company's credit product, while the sequential decline was largely a reflection of first-quarter seasonality, compounded by anticipated softer TPV growth. Total payment volume increased 2.7% from the previous year to R$137.2B, but was down 9.0% sequentially. The metric was well above the average analyst estimate of R$112.77B. A more challenging macroeconomic environment for smaller merchants, driven by a higher-for-longer interest rate scenario; digital sales outperforming brick-and-mortar businesses; and elevated churn towards the end of the year led the deceleration. Notably, Goldman Sachs had cut its recommendation on the stock ahead of the Q1 earnings release on an expected weakness in earnings momentum, given TPV underperformance relative to the industry and to main peer PAGS (PagSeguro Digital), leading to market share losses. The Brazilian payment technology company said it has closed the previously disclosed sale of Linx. Earnings call is scheduled for 5:00 PM EST today. More on StoneCo StoneCo: The Bull Case Just Got Less Predictable (Rating Downgrade) StoneCo: The Recent Drop Is A Golden Buying Opportunity (Rating Upgrade) StoneCo Q4 Earnings: The Problem That No One Saw In The Company's Re...
As AI chip stock rally and push the market (^DJI, ^IXIC, ^GSPC) to new record highs, Hamilton Capital Partners CIO Alonso Munoz comes on Market Domination to speak more on the lofty capex spending these hyperscalers continue to invest into artificial intelligence.
As AI chip stock rally and push the market (^DJI, ^IXIC, ^GSPC) to new record highs, Hamilton Capital Partners CIO Alonso Munoz comes on Market Domination to speak more on the lofty capex spending these hyperscalers continue to invest into artificial intelligence.