Source: Bloomberg, 4:38

Despite growing fears of an overheated tech sector, tech analyst Daniel Newman argues that the artificial intelligence (AI) market rally is barely underway, citing undervalued stocks like Micron Technology Inc. as evidence that everyday investors haven’t missed the boat. The...

Why Daniel Newman Thinks Micron Technology Proves We Are Still In AI 'Parking Lot'— It Is 'Not Late' To Get In Yahoo Finance Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable CNBC Micron: AI Bottlenecks End The Commodity Cycle (NASDAQ:MU) Seeking Alpha

Image source: The Motley Fool. Wednesday, Feb. 25, 2026 at 9 a.m. ET Lowe's (NYSE:LOW) reported modest sales and earnings growth, with strength in Pro, online, and home services segments offsetting persistent macro headwinds. Management emphasized disciplined cost control, $1 billion in productivity improvements planned for 2026, and continued focus on omni-channel and AI-enabled operational enhancements to drive market share gains. Strategic integration of FBM and ADG is expected to be earnings accretive but will dilute operating margin, with $8 billion in projected combined sales. Continue reading

MoMo Productions Anthropic ( ANTHRO ) has launched Claude for Small Business to help capture a sizable market that so far has underutilized artificial intelligence tools compared to large enterprises. The startup is partnering with an array of companies many small businesses already utilize. This includes Intuit QuickBooks ( INTU ), PayPal ( PYPL ), HubSpot ( HUBS ), Canva, Docusign ( DOCU ), Google Workspace ( GOOG )( GOOGL ), and Microsoft 365 ( MSFT ). Claude for Small Business is a toggle install that can work directly with software from the aforementioned companies. "Small businesses make up nearly half the American economy, but they've never had the resources of bigger companies," said Anthropic CEO and co-founder Dario Amodei . "AI is the first technology that can finally close that gap, which is why we're launching Claude for Small Business, alongside training and partnerships to make sure AI shows up for the entrepreneurs and communities who need it most." Some AI capabilities provided by Claude for Small Business include payroll planning, reconciling books against settlements, identifying business insights, and running a campaign. To better prepare small businesses, Anthropic is also holding an SMB Tour, which begins on Thursday, May 14, in Chicago. Along the way, Anthropic will provide free, half-day training sessions and hands-on workshops to help small and medium business owners better understand and utilize its AI tools. More on Anthropic and Intuit Intuit: The $89 For 12 Minutes Investment Thesis (Earnings Preview) Intuit: SaaSpocalypse Creating An Opportunity To Buy For The Long Run (Rating Upgrade) Intuit Q3: The Most Obvious Victim Of The 'SaaSpocalypse' I'm Buying Anthropic nearing $50B revenue run-rate as fundraising talks heat up: report Japan’s top banks to get Anthropic’s Mythos AI model in coming weeks - report

With SpaceX targeting a $2 trillion valuation at its IPO this summer and raising $75 billion in the process, it will be by far the largest public debut in market history. So it's worth considering what happened when companies set IPO records in the past. Did the previous five largest IPOs reward Day 1 shareholders? Let's look at the largest IPOs in recent history (when adjusted for inflation). The table below shows the returns for those five names: Saudi Aramco , NTT DoCoMo, Alibaba , Enel , and Visa (NYSE: V) . Continue reading

Qatar Asks Vessels At Key LNG Port To Go Dark for Safety Submitted by Charles Kennedy of OilPrice.com Qatar has requested LNG vessels near its Ras Laffan LNG port to switch off their transponders as part of safety measures at the key export port of the world’s second-largest LNG exporter before the war, anonymous sources with knowledge of the plan told Bloomberg on Tuesday. The de facto closure of the Strait of Hormuz has trapped about 20% of daily global LNG flows, mostly those previously shipping out of Qatar and part of the UAE’s LNG flows. In addition, Iranian drone and missile strikes on energy infrastructure in the region has damaged Qatar’s key LNG liquefaction complex Ras Laffan, the world’s single largest such facility. Due to the attacks, QatarEnergy has been forced to declare force majeure for up to five years on some long-term LNG contracts and has advised that full capacity could take up to five years to restore following extensive damage from the strikes. The waters around Qatar have seen increased security threats since the war began on February 28. After more than two months of total blockage of Qatari shipments out of the Strait of Hormuz, the major Gulf LNG exporter is now apparently seeking to avoid being targeted. At least nine LNG tankers that were anchored near Qatar stopped sending signals via their Automatic Identification System from May 11, vessel-tracking data compiled by Bloomberg showed, in a sign that Qatar may have indeed asked ships to go dark to avoid being targeted. A tanker laden with LNG from Qatar successfully passed the Strait of Hormuz this weekend, the first such transit since February 28. Crude tankers have also successfully exited the Strait in recent days, after going dark , according to shipping data cited by Reuters. “Commercial shipping and maritime security activity around the Strait of Hormuz are increasingly shifting into dark or emissions-controlled conditions,” maritime intelligence firm Windward said on Monday. Tyl...

格隆汇5月14日｜谷歌-C(GOOG.US)涨幅扩大至超3%，报396.36美元。SpaceX正与谷歌就火箭发射协议进行谈判。谷歌据悉希望借助SpaceX的发射能力，将其正在研发的轨道数据中心送入太空。

Source: Bloomberg, 4:42

Altman Recusal Defense Puts MSFT, TSLA In Governance Hot Seat NAI500

It's the most powerful gaming CPU money can buy, but you really shouldn't. PC Gamer

The Iran war is throwing a niche corner of the oil market into disarray as fallout from scrambled supply chains for the commodity reaches all the way to the automotive maintenance and industrial sectors. Energy inflation is rippling through the US economy with the retail price of gasoline and diesel approaching all-time highs, fueling the worst inflation in years . Now, a broad group of industrial lubricants known as base oils are in very short supply with no signs of easing on the horizon. The US imports about 44% of its supply of what’s known as Group III base oil, the raw material used to make motor oil, from the Middle East, Independent Lubricant Manufacturers Association Chief Executive Officer Holly Alfano said in an interview with Bloomberg. One of the major suppliers of that industrial oil, Shell Plc. ’s Pearl GTL facility in Qatar, was damaged in the March 18 attacks on Ras Laffan Industrial City. The oil giant said it will take about a year to repair portions of the energy complex. “This is just the beginning,” Alfano said. Shortages are imminent and, by next month, finding adequate supply is going to be a major issue, she added. A confluence of other war-related issues are also hampering US access to the industrial oil, Alfano said. South Korea, which normally supplies Group III oil to the US, has seen its production and exports disrupted by the war. And US refiners that make base oil have prioritized producing diesel, another fuel facing a crunch with US inventories at the lowest level in more than 20 years. Read More: Memorial Day Road Trips to Rise Even as Gas Spikes, AAA Says In a March letter to US Energy Secretary Chris Wright, ILMA said that the supply chain disruption has triggered multiple emergency price increases for base oil, and producers have pulled products from the market or placed limits on buyers. The American Petroleum Institute has eased some specifications for the oil, which should help alleviate the supply crunch. But for dexos-licen...

matejmo As speculative trades continue to fuel the 2026 market rally, heavily shorted stocks have remained firmly in focus. Recent data highlighted by Charles Schwab’s Liz Ann Sonders showed that Goldman Sachs’ “Most Short Rolling” basket has surged 24.7% year to date, underscoring investors’ appetite for high-volatility and heavily shorted names alongside speculative technology and commodity-linked trades. Below is a list of the 10 most heavily shorted stocks, ranked by short interest percentage. The group spans multiple sectors, including technology, healthcare, real estate, energy storage, and fintech, and reflects some of the market’s most aggressively bearish positioning. The list is led by SoundHound AI, Inc. ( SOUN ), which carries a short interest percentage of 36.63%. Ondas Inc. ( ONDS ) and CleanSpark, Inc. ( CLSK ) follow closely behind, with all three companies posting short interest levels above 32%. The concentration of bearish bets in these names highlights continued skepticism toward speculative growth and emerging technology companies, even as risk appetite has strengthened across broader markets. Several other widely followed companies also appear on the list, including telehealth platform Hims & Hers Health, Inc. ( HIMS ), fintech lender Upstart Holdings, Inc. ( UPST ), and AI infrastructure company Applied Digital Corporation ( APLD ). Retail-focused luxury furnishings company RH ( RH ) and biotech firm Tango Therapeutics, Inc. ( TNGX ) also rank among the market’s most heavily shorted stocks. Every company on the list currently has a short interest percentage above 27%. Most Heavily Shorted Stocks SoundHound AI, Inc. ( SOUN ), Short interest percentage: 36.63% Ondas Inc. ( ONDS ), Short interest percentage: 33.30% CleanSpark, Inc. ( CLSK ), Short interest percentage: 32.89% Hims & Hers Health, Inc. ( HIMS ), Short interest percentage: 31.28% Eos Energy Enterprises, Inc. ( EOSE ), Short interest percentage: 30.23% NETSTREIT Corp. ( NTST ), Short ...

【有線新聞】以色列總理內塔尼亞胡聲稱在攻擊伊朗期間秘密到訪阿聯酋，但阿聯酋否認。 以色列總理辦公室發聲明指，內塔尼亞胡在以軍攻擊伊朗期間秘密到訪過阿聯酋，並和總統穆罕默德會晤，令兩國關係取得歷史性突破。有報道引述消息指，內塔尼亞胡與穆罕默德3月26日在阿聯酋城市艾因會面，以色列情報機關摩薩德的首長亦多次到訪阿聯酋協調軍事行動。 不過，阿聯酋外交部否認，指內塔尼亞胡和以軍代表沒有到訪過當地，強調兩國關係公開透明，不存在秘密或非官方安排。

Image source: The Motley Fool. Tuesday, April 29, 2025 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

纳斯达克综合指数涨幅扩大，现涨1.0%，最新报26363.52点。

SNOW's AI Data Cloud gains traction as product revenue jumps 30%, fueled by the rapid adoption of Snowflake Intelligence and Cortex Code.

格隆汇5月14日｜美股涨幅扩大，纳指涨超1%，标普500指数涨0.5%，道指跌幅收窄至0.2%。

Just_Super/E+ via Getty Images Snowflake ( SNOW ) shares are down more than 30% this year amid a weakening hype around agentic AI and its growth prospects. The current run of declines can be traced back to early November, with the stock falling more than 45% from its 2025 highs. However, SNOW has started to show some signs of recovery, rising more than 25% over the last 30 days. This rebound comes barely two weeks ahead of the company’s fiscal first quarter 2026 results expected on May 27. The company also made some key announcements during the quarter, including the expansion of Snowflake Intelligence and Cortex Code and the launch of Project SnowWork. While the buzz around agentic AI may be cooling down, Snowflake’s enterprise-focused approach to AI and the rapid adoption of AI tools in business operations position it perfectly for the next growth phase of agentic AI. Snowflake’s AI Data Cloud Play Snowflake AI Data Cloud is now its core growth engine after the company moved to the next stage of its AI pivot, moving from AI experimentation to production scale. The company reported $1.23 billion in product revenue from the fiscal fourth quarter of 2026, a 30% year-over-year growth. This represents more than 96% of the company’s revenue mix for the quarter. Snowflake's high customer retention rate of 125% was backed by the addition of 740 net new customers during the quarter. This implies that customers are not only seeing the benefits of using AI products but also have a growing interest in the market. The number of customers with more than $1 million in trailing 12-month product revenue grew 27% to 733, again demonstrating the rising number of big customers. Given the company’s full-year 2026 revenue of about $4.47 billion, ~29% (YoY) growth, the number of customers with $1 million in trailing 12-month product revenue represents about 16.4%. That figure will likely continue to rise as more businesses embrace AI tools in their workflows. Growth for fiscal year 2027...

Keir Starmer’s government vowed to protect the UK against external and economic threats in a King’s Speech that majored on security even as the prime minister faces a potential challenge to his own leadership. Jane Foley, Head of FX Strategy at RaboBank, explains how the UK's political uncertainty is impacting the currency market, following King Charles' address to parliament. (Source: Bloomberg)

Hot Producer Price Index Due to hot Producer Price Index (PPI) on the heels of hot Consumer Price Index (CPI), cash and hedges are being increased in our protection band. Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: The chart shows that from the March 30 low, SOXL had gained 366% at its peak on Monday. The chart shows that yesterday there was a pullback in SOXL, but the pullback was aggressively bought. The chart shows an ea

Image source: The Motley Fool. Aug. 1, 2025 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Hartree Partners reported a new position in Methanex (NASDAQ:MEOH) on May 12, 2026, acquiring 214,859 shares in an estimated $10.81 million trade based on quarterly average pricing. According to a filing with the U.S. Securities and Exchange Commission dated May 12, 2026, Hartree Partners initiated a new position in Methanex by purchasing 214,859 shares. The estimated transaction value was $10.81 million, calculated using the mean unadjusted closing price for the first quarter of 2026. The quarter-end value of the stake increased by $12.79 million, reflecting both the share acquisition and underlying stock price movements. Methanex supplies methanol globally and operates an extensive logistics and distribution network to serve industrial customers worldwide. The company’s integrated approach—from production to delivery—encompasses global reach, supply chain expertise, and long-standing customer relationships. Continue reading

On May 11, 2026, Brazil-based Investidor Profissional Gestao de Recursos disclosed a new position in MercadoLibre (NASDAQ:MELI) , buying 5,881 shares in a trade estimated at $11.34 million based on quarterly average pricing. According to a SEC filing dated May 11, 2026, Investidor Profissional Gestao de Recursos initiated a new position in MercadoLibre during the first quarter by acquiring 5,881 shares. The estimated transaction value was $11.34 million, calculated using the average unadjusted closing price for the quarter. At quarter-end, the position was valued at $10.17 million, a figure that reflects both the purchase and subsequent price movement. MercadoLibre is a leading e-commerce and fintech provider in Latin America. The company leverages its integrated marketplace, payment, and logistics platforms to enable seamless digital commerce and financial transactions. Its broad service ecosystem and strong regional presence provide a competitive advantage in serving both merchants and consumers across diverse markets. Continue reading

On May 12, 2026, Great Diamond Partners disclosed a new position in the Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) , acquiring 282,220 shares in the first quarter, with an estimated transaction value of $7.90 million based on quarterly average pricing. According to a SEC filing dated May 12, 2026, Great Diamond Partners reported a new position in Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) by purchasing 282,220 shares during the first quarter. The estimated value of these purchases was $7.90 million, calculated using the average closing price for the quarter. The stake’s quarter-end valuation, including market price movement, reached $8.75 million. The Harbor Commodity All-Weather Strategy ETF (HGER) is designed to provide investors with broad-based exposure to commodities, emphasizing assets that historically respond to inflationary environments. The fund's proprietary index methodology selects and weights futures contracts based on liquidity, inflation sensitivity, and economic relevance, with a flexible allocation to gold depending on market conditions. Continue reading

Earnings Call Insights: Vishay Intertechnology (VSH) Q1 2026 Management View "For the first quarter, we are reporting revenue of $839 million, above our guidance range of $800 million to $830 million, 4.8% higher than the fourth quarter and 17.3% higher than last year's first quarter," said (President, CEO & Director Joel Smejkal), adding that "increased consumption, inventory replenishment and Vishay market share gain drove a 5.8% increase in volume" and that "demand for AI-related applications remain strong" while "industrial demand is accelerating." "Total company book-to-bill at quarter end was 1.34" and "backlog increased 21% to $1.6 billion at quarter end or 5.7 months," (President, CEO & Director Smejkal) said, describing customers "beginning to proactively place orders" and Vishay being "intently focused on turning the backlog faster" with "no intention of backsliding to the business approach of Vishay 2.0." "First quarter revenue was $839 million, exceeding our guidance range" and "gross profit was $177 million, delivering a gross margin of 21.0%," said (Executive VP & CFO David McConnell), noting "higher volumes drove margin expansion" while "helping to offset ongoing metals and material cost pressures" and that "we exited the quarter with Newport at gross profit neutral." "We are holding to our CapEx plan to spend between $400 million and $440 million during 2026," (President, CEO & Director Smejkal) said, adding, "nearly all of the 12-inch fab investment will be spent during the first half of 2026" and that the company’s goal at the Germany 12-inch fab is "to start nonautomotive production in mid-2027." Outlook "For the second quarter of 2026, revenues are expected to be between $875 million and $905 million," said (Executive VP & CFO McConnell). "Gross margin is expected to be in the range of 22.0%, plus or minus 50 basis points," (Executive VP & CFO McConnell) said, adding it is "inclusive of increased logistics costs and expected continuing higher inp...

West Wealth Group reported a new position in the iShares International Country Rotation Active ETF (NASDAQ:CORO) on its May 11, 2026, SEC filing, acquiring 1,342,357 shares, an estimated $43.16 million trade based on quarterly average pricing. According to its SEC filing dated May 11, 2026, West Wealth Group established a new position in the iShares International Country Rotation Active ETF (NASDAQ:CORO) , acquiring 1,342,357 shares. The estimated trade size was $43.16 million, based on the average price for the first quarter of 2026. The quarter-end value of the position was also $43.16 million, reflecting both new buying and stock price movement. The iShares International Country Rotation Active ETF provides investors with access to a dynamic, actively managed portfolio that rotates exposure among international equity markets. The fund’s strategy aims to capitalize on shifting country-level opportunities by employing systematic investment processes. This approach is designed to offer differentiated global equity exposure and potential risk-adjusted returns for investors seeking active management beyond traditional passive international ETFs. Specializing in active country rotation, CORO offers global equity exposure through a rules-based, dynamically managed ETF structure. Continue reading

Ford Motor stock was having quite a day Wednesday but the reason is hard to suss out. Ford stock was the best-performing stock in the S&P 500, according to Dow Jones Market Data. Other car stocks were moving, but not like Ford.

On May 11, 2026, Caprock Group disclosed in a Securities and Exchange Commission filing that it sold 416,686 shares of Liquidia (NASDAQ:LQDA) in the first quarter, an estimated $15.46 million transaction based on quarterly average pricing. According to a filing with the Securities and Exchange Commission dated May 11, 2026, Caprock Group sold 416,686 shares of Liquidia during the first quarter. The estimated transaction value was $15.46 million, calculated using the period’s average closing price. After the trade, Caprock Group’s position stood at 1,367,235 shares, valued at $51.60 million at quarter-end. The net position change, including price movement, was a decrease of $9.93 million. Liquidia is a biopharmaceutical company focused on addressing unmet patient needs in pulmonary arterial hypertension through innovative drug formulations and delivery platforms. With a growing portfolio of both proprietary and generic products, the company leverages advanced technology to enhance treatment options for rare cardiopulmonary diseases. Continue reading

On May 11, 2026, Evermay Wealth Management disclosed a new position in Burke & Herbert Financial Services (NASDAQ:BHRB) , acquiring 185,765 shares in the first quarter, with an estimated transaction value of $12.01 million based on quarterly average pricing. According to an SEC filing dated May 11, , Evermay Wealth Management initiated a new position in Burke & Herbert Financial Services, buying 185,765 shares. The estimated value of the trade was $12.01 million, calculated using the quarter’s average closing prices. The quarter-end valuation of the position was $11.57 million, reflecting both the share purchase and stock price movements. Burke & Herbert Financial Services is a regional bank holding company headquartered in Alexandria, Virginia. The company differentiates itself through a diversified loan portfolio and a strong focus on commercial and real estate lending. Continue reading