StanChart CEO Scrambles Into Damage Control After "Lower-Value Human Capital" Comment Triggers Backlash Standard Chartered CEO Bill Winters and his team spent Wednesday in damage-control mode after the head of the London-based international bank told investors on Tuesday that artificial intelligence would be used to replace "lower-value human capital," sparking a backlash online. "Many of you will have seen media coverage following the Investor Event in Hong Kong, particularly the reporting around automation, AI, and workforce changes," Winters wrote in an internal memo to employees on Wednesday that was seen by Bloomberg . He continued, "I know this may be unsettling when reduced to simple headlines or a quote out of context." The outrage stems from STAN's Tuesday announcement to cut 15% of its corporate roles (about 7,800 jobs) by 2030 as part of a broader efficiency push amid the adoption of AI. During the investor event, Winters said, "It's not cost-cutting, it's replacing low-value human capital with financial and investment capital." The substitution of workers in favor of machines "will accelerate as we go forward into AI." Bloomberg noted that Winters' memo sent to workers earlier today "adopted a more empathetic tone, emphasizing the bank's commitment to supporting its workforce during the transition." That memo read, "We will continue to invest in technology, platforms, and automation to improve how we operate, serve clients and position the Bank for long-term growth. I want to be absolutely clear that the future of Standard Chartered depends on the talent, judgment, relationships, and commitment of you, our colleagues." “It’s not cost cutting; it’s replacing in some cases lower-value human capital” Standard Chartered CEO Bill Winters delivered a blunt message on the future of the bank’s workforce. @aishagani explains the growing trend among finance leaders acknowledging the realities of AI… pic.twitter.com/j55u4uPdZR — Bloomberg (@business) May 19, 2026 S...

Fidelity National Information Services Inc. FIS is accelerating its cloud transformation strategy with the launch of Enterprise Risk Suite on Amazon Web Services (AWS). The new offering introduces a cloud-native risk management platform designed to help financial institutions access the latest software capabilities without the disruption of traditional upgrade cycles. As market volatility and regulatory scrutiny intensify globally, the ability to run uninterrupted risk operations is becoming a critical requirement for banks, insurers and capital market firms. The platform operates through a continuous integration and continuous delivery (CI/CD) framework, allowing institutions to automatically access the latest software version without lengthy upgrade processes or system disruptions. This approach modernizes how enterprise risk systems are deployed and maintained, replacing traditional upgrade cycles that often required additional time, resources and operational adjustments. Built on a microservices-based cloud architecture, the suite enables firms to scale computing capacity according to workload demands. Financial institutions can run larger and more complex calculations while accessing additional processing power during periods of elevated market activity. The cloud-based structure also reduces dependence on costly on-premise infrastructure. The launch further strengthens FIS’ standing in enterprise risk technology following its recognition as a Category Leader in the Chartis Credit Risk Management Systems report. The broader financial services industry is rapidly adopting cloud-based infrastructure to improve operational resilience and real-time analytics. Partnerships between fintech providers and cloud companies such as AWS are becoming increasingly central to modernization strategies across banking and capital markets. The AWS deployment could support stronger recurring revenue growth for FIS over the long term as clients increasingly transition toward subscr...

Samsung Electronics Co. and Alphabet Inc.’s Google unveiled the designs of smart glasses co-developed with eyewear partners Warby Parker and Gentle Monster, set for release in the fall. The products, entering a category that’s so far been led by Meta Platforms Inc., are the first in a series of artificial intelligence-powered glasses that will let consumers interact with Google Gemini through voice commands — similar to the way Meta AI runs on Ray-Ban smart glasses. Models with built-in displays are in the works and set for release in 2027, but the Warby Parker and Gentle Monster hardware will predominantly be based on audio, with integrated cameras for Gemini. With the glasses, users will be able to ask for directions, play music, take voice calls, listen to notification summaries, add calendar appointments and request Gemini’s help for real-time translation, among other features. Data from the camera makes it possible to ask for details about any given object that a user is looking at. The glasses can also capture photos and video with a button press or through voice commands, with an LED lighting up to alert people nearby that the camera is active. Advertisement “We have to raise the bar and design for privacy from the ground up,” Shahram Izadi, vice president and general manager of Android XR at Google, said in an interview ahead of the design reveal. Google and Samsung plan to share more specifics around privacy safeguards over the coming months. Pricing and a specific release date for the glasses, which are a collaborative effort between the tech giants and eyewear makers, haven’t yet been revealed. Google is also working with smart glasses pioneer Xreal Inc. on a set of standalone augmented reality glasses, codenamed Project Aura, that can run its Android XR software platform without requiring a connected smartphone to power everything. That device is on track for release this year. Advertisement An updated Project Aura prototype being demonstrated this week ...

In trading on Wednesday, the U.S. Global Jets ETF is outperforming other ETFs, up about 5.9% on the day. Components of that ETF showing particular strength include shares of Alaska Air Group, up about 10.1% and shares of Allegiant Travel, up about 9.1% on the day. And underperforming other ETFs today is the Portfolio Building Block Integrated Oil Gas Exploration & Production Index ETF, down about 1.6% in Wednesday afternoon trading. Among components of that ETF with the weakest showing on Wednesday were shares of Cenovus Energy, lower by about 2.7%, and shares of Exxon Mobil, lower by about 2.2% on the day. VIDEO: Wednesday's ETF Movers: JETS, PBOG The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

SweetBunFactory/iStock via Getty Images Investment Thesis I rate Qnity Electronics with an Hold. Qnity is a rare semiconductor equipment company producing key materials involved in the wafer fabrication of all the major chips manufacturers, such as chemical-mechanical planarisation ( CMP ) pads and slurries. In the last earnings call (Q1 FY2026), the management highlighted a 17.6% revenue growth, while guiding full-year 2026 revenue to $5,225-$5,375. The growth opportunities coming from the AI industry (and not only) are multiple, with the company’s CMP products that are becoming more and more difficult to replace for the customers due to increasing switching costs. However, the current market price of ~$145 seems a bit stretched and overly optimistic for a company with only 6 months of proven public track record, moreover, the $4B debt in the balance sheet looks worrying in a context of increasing interest rates. Qnity remains an appealing investment opportunity if the stock price pulls back to $100-$105. For the moment, however, I suggest a more cautious wait-and-see approach. Business Overview Qnity Electronics, Inc. ( Q ) is a company operating in the semiconductor processing material segment, spun off from DuPont de Nemours, Inc. ( DD ) in November 2025. The business model is centred on the supply of specialty chemicals and materials that the semiconductor companies consume in their fabs during the fabrication of the chips. These materials are, for instance, CMP slurries, CMP pads, photolithography materials and chemistries for precision cleaning. If we consider that, in the semiconductor industry, the processes of taking a silicon wafer from blank substrate to finished involve roughly 20,000 steps, Qnity and its products are indirectly part of dozens of these steps, especially in the most technical and demanding parts such as the HBM copper bonding and the 3D NAND stacking. In terms of business organisation, the company officially reports two key operating seg...

Russian central bank seeks immediate enforcement of ruling against Euroclear Reuters

A study of analyst recommendations at the major brokerages shows that Franco-Nevada Corp (Symbol: FNV) is the #43 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index , according to Metals Channel . The Metals Channel Global Mining Titans Index is comprised of the top fifty global leaders from the metals and mining sector. The companies listed in the Metals Channel Global Mining Titans Index are not fixed, but instead variable — updating on a continuous basis to reflect the changing market environment with respect to commodity prices, government policy and market volatility. In forming this rank, the analyst opinions from the major brokerage houses were tallied, and averaged; then, the underlying components of the Metals Channel Global Mining Titans Index were ranked according to those averages. Investors often interpret analyst opinions from different angles — when companies have a low rank among analysts, it isn't necessarily the case that investors should conclude that the stock will perform poorly. It can, of course, but a bullish investor could also take the contrarian angle and read into the data that there is lots of room for upside because the stock is so out of favor. FNV operates in the Precious Metals sector, among companies like Newmont Corp (NEM) which is up about 2.3% today, and Barrick Mining Corp (B) trading up by about 3.4%. Below is a three month price history chart comparing the stock performance of FNV, versus NEM and B. FNV is currently trading up about 1.5% midday Wednesday. Analyst Favorites of the Metals Channel Global Mining Titans Index » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In trading on Wednesday, oil & gas exploration & production shares were relative laggards, down on the day by about 1.9%. Helping drag down the group were shares of Vital Energy, off about 8.5% and shares of SM Energy off about 6.6% on the day. Also lagging the market Wednesday are oil & gas refining & marketing shares, down on the day by about 1.9% as a group, led down by Delek US Holdings, trading lower by about 7.8% and Calumet, trading lower by about 6.2%. VIDEO: Wednesday Sector Laggards: Oil & Gas Exploration & Production, Oil & Gas Refining & Marketing Stocks The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In trading on Wednesday, airlines shares were relative leaders, up on the day by about 5%. Leading the group were shares of Wheels UP Experience, up about 12.5% and shares of United Airlines Holdings up about 8.9% on the day. Also showing relative strength are semiconductors shares, up on the day by about 4% as a group, led by Magnachip Semiconductor, trading up by about 23% and Astera Labs, trading up by about 12.8% on Wednesday. VIDEO: Wednesday Sector Leaders: Airlines, Semiconductors The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

美国国债价格大幅上涨，投资者乐观预期美伊接近达成协议，有望缓解全球能源价格的上涨势头。 在白宫记者团报道称特朗普表示美伊谈判已处于“最后阶段”后，2年期至10年期国债收益率下跌约10个基点。美元即期指数下跌0.3%。 据白宫记者团报道，特朗普在谈及伊朗问题时表示“我们将拭目以待”，并补充道，要么达成协议，要么“我们将采取一些有点令人不快的行动，但希望这种情况不会发生”。 自2月下旬美以对伊朗发动袭击以来，债券市场一直承受着压力。霍尔木兹海峡的瘫痪令能源价格出现飙升，不仅加剧了通胀压力，还导致债券收益率大幅上扬。投资者一直在焦虑等待有关这场冲突的潜在解决方案。 责任编辑：李桐

Universal, a global business-to-business agriproducts company, announced today that its Board of Directors declared a quarterly dividend of eighty-three cents per share on the common shares of the Company, payable August 3, 2026, to shareholders of record at the close of business on July 13, 2026. This increase indicates an annualized rate of $3.32 per common share and a yield of approximately 6.1% based on the $54.46 per share closing price on May 18, 2026. Mid-America Apartment Communities today announced that its board of directors approved a quarterly dividend payment of $1.53 per share of common stock to be paid on July 31, 2026, to shareholders of record on July 15, 2026. This announcement represents the 130th consecutive quarterly cash dividend declared by the company. MAA has never reduced or suspended its quarterly common dividend payment in its over 30-year history as a public company. The Board of Directors of S&P Global has approved a cash dividend on the Company's common stock for the second quarter of 2026. The dividend of $0.97 is payable on June 10, 2026, to shareholders of record on May 29, 2026. The annualized dividend rate is $3.88 per share. The Company has paid a dividend each year since 1937 and is one of fewer than 30 companies in the S&P 500— that has increased its dividend annually for more than 50 years. The board of directors of Northrop Grumman declared a quarterly dividend of $2.47 per share on Northrop Grumman common stock, payable June 17, 2026, to shareholders of record as of the close of business June 1, 2026. Northrop Grumman continues to execute a disciplined capital allocation strategy that prioritizes investments in the manufacturing capabilities and capacity needed to deliver differentiating technologies quickly for our customers. The ADI Board of Directors has declared a quarterly cash dividend of $1.10 per outstanding share of common stock. The dividend will be paid on June 16, 2026 to all shareholders of record at the close o...

OpenAI正准备“非常迅速地”递交美国IPO申请。 作为开发出ChatGPT的公司，OpenAI准备未来数日、或者未来数周递交IPO文件。 该公司准备最快周五秘密递交IPO申请。 高盛、摩根士丹利正帮助该公司起草IPO文件，寻求最快9月份为IPO准备就绪。（华尔街日报） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Protests blocking roads across Bolivia and turning the centre of the capital, La Paz, into a battleground between demonstrators and police have entered a second week. It is the most turbulent moment of the centre-right president Rodrigo Paz Pereira’s mere six months in office since he ended nearly two decades of rule by the leftwing Movimiento al Socialismo (Mas). One of the former senator’s first moves was to restore relations with the United States, which now describes the uprisings as “an ongoing coup d’état” against Paz Pereira. Alongside the domestic unrest, Bolivia’s president has triggered a diplomatic crisis after ordering the immediate expulsion of Colombia’s ambassador in La Paz on Wednesday, in retaliation for remarks by Colombia’s leftwing president, Gustavo Petro. Last Sunday, Petro reposted a video claiming that Paz Pereira was a “puppet of the US” and commented that Bolivia was experiencing a “popular insurrection” that was “the response to geopolitical arrogance”. Announcing ambassador Elizabeth García’s expulsion on Wednesday, Bolivia’s foreign ministry said the decision was intended to “preserve the principles of sovereignty and non-interference in internal affairs”. Moments later, Petro told a Colombian radio station that Bolivia was “sliding into extremism”. 1:57 Protesters and police clash in La Paz as Bolivia’s anti-government unrest escalates – video The protests have so far caused four deaths – one demonstrator reportedly killed in clashes and three others reportedly because roadblocks prevented them from receiving proper medical treatment – as well as dozens of injuries and more than 40 road blockades across the country on Wednesday. On Tuesday, the US deputy secretary of state, Christopher Landau, claimed that the protests were “an ongoing coup d’état”. Speaking in Washington, Landau said: “Let us not make any mistake about that; it is a coup financed by this perverse alliance between politics and organised crime across the region.” Bolivia...

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)

美國起訴勞爾卡斯特羅4項謀殺等罪名 古巴：毫無法律根據 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國司法部起訴古巴前領導人勞爾卡斯特羅4項謀殺罪等罪名，古巴批評控罪毫無法律根據。 起訴書指時任防長勞爾卡斯特羅1996年涉嫌下令軍方，在公海擊落兩架屬人道救援組織「兄弟救援會」的飛機，造成4人死亡，包括3名美國公民，被控串謀謀殺美國公民罪、4項謀殺罪及2項破壞飛機罪，參與行動的5名機師被列為同案被告。 代理司法部長布蘭奇重申特朗普政府不會忘記美國人，又指已向勞爾卡斯特羅發出通輯令，相信他會主動或循其他途徑前往美國受審，總統特朗普認為不會令古巴緊張局勢升溫。

根据气象部门监测，5月18日夜间开始，广东中西部市县迎来新一轮强降雨过程，特别是20日凌晨以来，受西南季风影响，阳江阳春、江门恩平、珠海斗门等地出现极端强降雨。过去24小时（5月19日19时至20日19时），阳江阳春河口镇录得最大累积雨量962.5毫米和12小时最大累积雨量732.5毫米，江门恩平那吉镇录得累积雨量642.1毫米和全省最大小时雨量117.2毫米，珠海斗门镇录得累积雨量555.3毫米，7个县区的13个镇街出现250毫米以上特大暴雨。阳江阳西上洋镇录得最大阵风15级（50.4米/秒）。截至20日19时，江门潭江恩平站超警0.48米，全省其他河道水位均在警戒水位以下，水情基本平稳。未接报人员伤亡情况。(央视新闻)

Colormos/DigitalVision via Getty Images Investment Thesis Rating: Hold On paper, Galaxy Digital is one of the more appealing names in the digital asset world. They've recently pivoted from a pure crypto platform into data center infrastructure business with a 1.4 Gigawatt "Helios" campus in West Texas. This data center is anchored by CoreWeave on a 15 year triple-net lease estimated at $16billion+ in contract revenue (both Phases). This long term vision resembles the early chapters of Equinix or Digital Realty by starting with one anchor tenant, proving the economics, and eventually evolving into a multi-tenant infrastructure platform trading at 20-25x EBITDA. The bull case does deserve some acknowledgment here. As of now CoreWeave has made payments on time and Galaxy has delivered the first 133 MW on budget and schedule in Q1 2026 . If you eliminate the CoreWeave credit risk and view the $900M EBITDA at face value, a modest 12x multiple on Helios by itself produces $7.8B of segment value. This covers most of Galaxy's current EV before considering anything related to the digital assets segment. This is a legitimate argument that should not be dismissed. However, the main challenge stems from the gap between vision and execution. Out of Galaxy's $61 billion in headline revenue, only $426 million of adjusted gross profit is from its digital assets platform. They carry $3.1 billion in debt against $911 million of hard cash and another $1.69 billion held in stablecoins with crypto correlations that are arguably not true cash or cash equivalents. Their sole infrastructure tenant (CoreWeave) holds an Altman Z-Score of 0.52. This places it firmly in the distress zone with $21 billion of debt and a $7.5 billion maturity wall coming up over the next few years. Although management may have experience in the digital asset space, they are yet to build or operate a data center of this scale. The result of this is what I view as one of the more interesting identity crises in cryp...

LPETTET Tariff refunds to U.S. importers accelerated sharply in May, according to Bank of America economists, potentially adding pressure to the fiscal outlook. In the note, BofA said Customs and Border Protection data showed refund withdrawals reached roughly $15B through May 18 alone, a pace the bank described as much faster than expected. The bank estimated that around $35B in tariff refunds have already been approved out of a broader $165B total, suggesting additional payments are likely in the coming months. BofA said the refunds could also help offset rising costs tied to higher oil prices and shipping disruptions linked to tensions around the Strait of Hormuz. Companies receiving refunds may use part of the funds to absorb elevated transportation and energy expenses rather than passing the costs directly to consumers. As a result, the bank said the refund process could provide a modest near-term buffer against inflation pressures even as broader price risks remain elevated. The note added that investor attention now shifts toward the upcoming Federal Reserve minutes, which BofA expects will reinforce the central bank’s cautious stance on rate cuts. Here is the chart: BofA More on markets Why Oil Price Spikes Cause Recessions But High Prices Don't Credit Card Delinquencies Skyrocket As Consumers Feel A Financial Strain That's Why I'm Taking My Foot Off The Gas Midday Need to Know: SpaceX IPO, UK food price cap, and more Wall Street climbs higher as Nvidia earnings data looms

watch now VIDEO 2:58 02:58 Nvidia's AI supply chain empire: Here's what you need to know Squawk on the Street Nvidia reports fiscal first-quarter results after the bell. Here's what analysts are expecting, according to LSEG. Earnings per share: $1.76 Revenue: $78.85 billion What to Know The conference call with analysts is scheduled for 5 p.m. ET. Investors are focused on Nvidia's data center growth and will be looking for any signs that demand is picking up or waning heading into the back half of 2026. Growth is coming largely from tech's hyperscalers, which are showing unending demand for the compute capacity needed to train and run large language models. Competition in AI chips is picking up as Amazon and Google bolster their custom silicon production. Nvidia's results are viewed as a proxy for the AI boom, which has been the primary driver of the U.S. stock market over the last couple years. As attention turns to the earnings call, investors will want to hear what CEO Jensen Huang has to say about new customers and markets. Analysts are looking for year-over-year revenue growth of 79%, reflecting an ongoing spending splurge by the world's top internet companies and AI model developers. The robust expansion is expected to continue, with analysts projecting sales growth of 86% in the fiscal second quarter to $86.8 billion, according to LSEG. Despite its historic run, Nvidia is no longer the darling of Wall Street among chipmakers as investors have gravitated toward Intel , Advanced Micro Devices and memory company Micron , which have been some of the market's top performers this year. Still, Nvidia's past month has been solid, with the stock gaining 11% over that stretch, "recognition that its position as the critical provider of compute equipment is not changing any time soon," analysts at D.A. Davidson wrote in a report this week. They recommend buying the shares. With competition emerging from the likes of Amazon and Google as well as from smaller chip rival AM...

Image source: The Motley Fool. Friday, April 10, 2026 at 7 a.m. ET Call participants Founder, President, and Chief Executive Officer — Lisa Conte Chief Financial Officer — Carol Lizak Takeaways Net revenue -- $3.2 million for the fourth quarter, a five percent sequential increase from $3.1 million in the prior quarter and an eight percent decline from $3.5 million in the prior year’s fourth quarter. -- $3.2 million for the fourth quarter, a five percent sequential increase from $3.1 million in the prior quarter and an eight percent decline from $3.5 million in the prior year’s fourth quarter. Full-year revenue concentration -- $11.2 million of the $11.5 million total revenue in 2025 was generated by Mytesi and Canalevia-CA1 sales. -- $11.2 million of the $11.5 million total revenue in 2025 was generated by Mytesi and Canalevia-CA1 sales. Out-license transaction -- An out-license agreement with Future Pak for Mytesi and Canalevia-CA1 closed with $18 million upfront (of which $16 million was already received by January); $2 million is contingent, and an additional $20 million may be earned via milestones and other payments. -- An out-license agreement with Future Pak for Mytesi and Canalevia-CA1 closed with $18 million upfront (of which $16 million was already received by January); $2 million is contingent, and an additional $20 million may be earned via milestones and other payments. Additional upfront payments -- Close to $4 million in addition to the initial $16 million upfront payment has been received from Future Pak. -- Close to $4 million in addition to the initial $16 million upfront payment has been received from Future Pak. Licensing structure -- As of January 12, 2026, Future Pak assumes all U.S. commercialization for Mytesi and Canalevia-CA1; Jaguar remains manufacturer, selling at a premium and recognizing manufacturing revenue. -- As of January 12, 2026, Future Pak assumes all U.S. commercialization for Mytesi and Canalevia-CA1; Jaguar remains manufactur...

格隆汇5月21日｜据财联社，AI算力基建浪潮席卷全球，光通信正经历超级周期，其中最受关注的光模块可谓AI时代“数据血脉”。日前，从第二十一届“光博会”现场了解到，光模块厂商预研布局未来产品的节奏持续加快，虽然1.6T速率光模块还在量产上量过程中，且国内CSP客户主要需求仍来自400G和800G光模块，但业内6.4T NPO、12.8T XPO等新型方案不断涌现。目前多家头部光模块玩家构建起了包括传统可插拔光模块、LPO、LRO、XPO、NPO、CPO等多种形态光模块方案。在产业链加速布局前沿方向的背后，当下光通信正经历“超级周期”。大模型迭代及AI Agent爆火，Token调用量井喷，云厂商资本开支持续提升，成为光通信AI增长周期的底层逻辑之一。

What Happened? A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains. These events highlighted significant supply-chain risks, triggering a sharp reversal across the chip industry. Adding to the sector's weakness were rising valuation concerns, inflation fears, and broader market jitters that led to renewed selling pressure on major companies like NVIDIA, Intel, and Micron Technology. Furthermore, ongoing supply constraints for rare earth materials, which are used in semiconductor manufacturing, reportedly caused delays and higher input costs for firms in the sector, compounding the negative sentiment for chip-related stocks. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Power Integrations (POWI) Power Integrations’s shares are very volatile and have had 26 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 10 days ago when the stock gained 1% as the semiconductor sector rose buoyed by robust AI-related demand and a strong global sales outlook. Global semiconductor sales are on a significant upward trend, projected to surpass $1 trillion this year, largely driven by widespread AI infrastructure and data-center needs. This surge in demand is already translating into tangible results for companies in the sector. For instance, ChipMOS reported a 32.2% year-over-year revenue increase for April, citing a 'persistent AI-related demand/supply imbalance.' Further underscoring the industry's expansion, companies like Advanced Semiconductor Engineering...

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Dougal Waters/DigitalVision via Getty Images Investment Thesis YETI Holdings, Inc. ( YETI ) is one of the well-known consumer discretionary companies providing higher-end drinkware and merchandise to consumers. Over the last year, YETI has outperformed the market significantly, providing almost 20% alpha generation to investors since my last article, but I believe the company still presents a strong fundamental case today. Over the last few years, YETI has maintained a high level of margins, grown their free cash flow, and provided significant value to shareholders through stock repurchases, which will continue to add to the overall return for investors moving forward. Even after the significant return over the last year, YETI still trades around fair value after accounting for current risks. Previous Coverage I started covering YETI Holdings, Inc. ( YETI ) back at the end of 2024 , where I believed the stock was undervalued and trading at a multi-year low valuation. I described how YETI had an iconic premium brand that is well known among consumers, recently beat earnings, reviewed a significant discount based on fundamental analysis, and had a free cash flow fair value of $32.09 at the time, accounting for high single-digit growth and a 10% margin of safety. After my initial publication, YETI's price fluctuated but ultimately fell below my fair value target due to the tariff announcement in April 2025. I updated my analysis on YETI in May 2025 , where I priced in a 30% impact from tariffs and found that YETI still deserved a conservative fair value price target of between $28 and $30 per share, which showed that the market was overreacting and opening up an opportunity for long-term investors. Since this last article, YETI has appreciated about 50%, which, when compared to an S&P 500 Index ( SP500 ) increase of 31%, provided about 19% of alpha to investors. Earnings Review YETI just reported Q1 2026 earnings on May 14th, where they beat both revenue expectations a...

Investing in the stock market can build lifelong wealth, and the S&P 500 (^GSPC +0.74%) is a powerhouse index with decades of history generating positive long-term returns. To be clear, past performance doesn't predict future returns, so there's no way to know for certain how any investment will perform over time. That said, the longer your timeline, the more likely you are to experience consistent growth. Here's how far $200 per month in the S&P 500 could go over 30 years. Building wealth with next to no effort S&P 500 index funds and exchange-traded funds (ETFs) are among the safest investments out there, and they require minimal effort on your part. Each fund contains stocks from 500 of the largest U.S. companies, and it performs best when given decades of uninterrupted time to grow. With enough time, it's incredibly likely you'll earn positive total returns with an S&P 500-tracking fund. In fact, every 20-year period in the S&P 500's history has ended in positive total returns, according to Crestmont Research. Again, nothing is guaranteed in the stock market. Historically, though, the S&P 500 has earned an average annual return of around 10%. It's unlikely you'll earn 10% returns every year, as some years you'll experience significant growth, while others you may experience losses. Over decades, though, the S&P 500's annual returns have averaged out to around 10% per year. If you're investing $200 per month, here's approximately how your money might accumulate over time if you're earning a 10% average annual return: Number of Years Total Portfolio Value 15 $76,000 20 $137,000 25 $236,000 30 $395,000 Time is your most valuable asset in the stock market, so the earlier you can begin investing, the easier it will be to generate substantial wealth. How to earn even more in the stock market Investing in an S&P 500 index fund or ETF can help you generate substantial wealth over decades, potentially reaching close to $400,000 after 30 years with just a couple of hundre...

Key Points S&P 500 index funds and ETFs are low-maintenance investments with plenty of growth potential. A long-term outlook is key to maximizing your earnings. While there are plenty of perks, there's one potential drawback to consider. 10 stocks we like better than S&P 500 Index › Investing in the stock market can build lifelong wealth, and the S&P 500 (SNPINDEX: ^GSPC) is a powerhouse index with decades of history generating positive long-term returns. To be clear, past performance doesn't predict future returns, so there's no way to know for certain how any investment will perform over time. That said, the longer your timeline, the more likely you are to experience consistent growth. Here's how far $200 per month in the S&P 500 could go over 30 years. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Building wealth with next to no effort S&P 500 index funds and exchange-traded funds (ETFs) are among the safest investments out there, and they require minimal effort on your part. Each fund contains stocks from 500 of the largest U.S. companies, and it performs best when given decades of uninterrupted time to grow. With enough time, it's incredibly likely you'll earn positive total returns with an S&P 500-tracking fund. In fact, every 20-year period in the S&P 500's history has ended in positive total returns, according to Crestmont Research. Again, nothing is guaranteed in the stock market. Historically, though, the S&P 500 has earned an average annual return of around 10%. It's unlikely you'll earn 10% returns every year, as some years you'll experience significant growth, while others you may experience losses. Over decades, though, the S&P 500's annual returns have averaged out to around 10% per year. If you're investing $200 per month, here's approximately how your money might accumulate over...

習普會｜普京結束兩日國事訪問 昨晚登機回國 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】俄羅斯總統普京結束訪華行程，啟程回國。 普京昨晚10時許抵達北京首都國際機場，現場有儀仗隊及青年揮舞國旗歡送，普京又跟多名送行的俄中官員握手。普京向現場的人揮手後登上專機，啟程返回莫斯科，結束兩日國事訪問行程。

USA Rare Earth (USAR +10.44%) stock jumped 11% through 11:55 a.m. ET Wednesday as investors continue to guess whether China will or won't ease restrictions on rare-earth magnet exports -- flooding global markets with magnets, and threatening USA Rare Earth profits. The good news: Today, it seems China may not ease those restrictions. China vs. USA Rare Earth Chinese rare-earth exports to the U.S. grew 26.4% in April, ahead of President Trump's summit with Xi Jinping. Post-summit, the White House announced a Chinese promise to "address U.S. concerns over supply chain shortages of rare earths." Both those things are good news for rare-earth importers, but bad news for USA Rare Earth, which competes with low-cost Chinese magnets whenever they're available. But here's the good news for USA Rare Earth (and the bad news for everybody else): No matter what China says it will do today, it can always change its mind -- and we're seeing the consequences of such rethinks in Japan. As the South China Morning Post reports today, Japan is experiencing "severe" shortages of rare-earth magnets after exports were cut in March, and recovered only modestly in April. Japanese importers are complaining loudly -- and American investors are listening. Expand NASDAQ : USAR USA Rare Earth Today's Change ( 10.44 %) $ 2.08 Current Price $ 22.05 Key Data Points Market Cap $4.4B Day's Range $ 20.06 - $ 22.36 52wk Range $ 8.00 - $ 43.98 Volume 270K Avg Vol 15M Gross Margin -4527.99 % What this means for USA Rare Earth stock So long as China continues to use rare-earth exports as an economic stick that it can use to whap any country it's upset with at a given moment, the argument for making America "rare-earth independent" will remain appealing. That's good news for USA Rare Earth, which should enjoy investor support as it works to help solve the problem. The other good news: According to analysts polled by S&P Global Market Intelligence, USA Rare Earth is getting closer to breakeven, and may ear...

JHVEPhoto/iStock Editorial via Getty Images Shares of Hasbro ( HAS ) have been a strong performer over the past year, gaining about 30%, as the company has benefited from the extraordinary strength of its MAGIC franchise. Growth here has helped offset industrywide challenges in traditional toys given cautious consumer spending. After such a large run, I have been concerned shares are priced for perfection, and the ~9% decline on Wednesday in response to reasonable quarterly earnings validates this fear. Given my valuation worries, I downgraded shares to a “ H old” in March , but in hindsight, I should have cut them all the way to “ S ell” given their 9% decline. With updated financials, now is a good time to revisit Hasbro. Seeking Alpha In the company’s first quarter , Hasbro earned $1.47 per share, which beat estimates by $0.19 as revenue grew 13% to $1 billion, though this was about $60 million below consensus. Earnings were up over 40% from last year, thanks to favorable product mix and strong margin performance. Operating income surged 29% to $287 million. As you can see below, margins improved by 360bps to 28.7% thanks to volume and cost efficiencies, partially offset by royalty costs. Hasbro Drilling into segment results, Consumer Products revenue, where its traditional toy business sits, was flat at $398 million. Its operating loss worsened by 31% to $41 million (profits are seasonally focused in H2 given the holiday shopping season). Volumes were flat from last year, while favorable FX benefits offset a difficult licensing comparison. Cost inflation was an $8 million headwind, primarily due to tariffs. The tariff comparison will ease going forward. However, it is clear that it is difficult to pass on higher input costs to consumers in the physical toy category, given the lackluster level of demand. While tariff costs are fading, there is new input cost pressure. Higher oil prices are likely to lift plastic costs, and freight expenses will also likely increa...

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