Intel Corp (NASDAQ:INTC, XETRA:INL) shares moved higher on Wednesday following reports that the company has shown early-stage interest in acquiring AI-chip startup Tenstorrent. According to Bloomberg, Tenstorrent has been working with investment banks to evaluate strategic options and has...
Intel Corp (NASDAQ:INTC, XETRA:INL) shares moved higher on Wednesday following reports that the company has shown early-stage interest in acquiring AI-chip startup Tenstorrent. According to Bloomberg, Tenstorrent has been working with investment banks to evaluate strategic options and has...
Intel shares rise on reports of Tenstorrent acquisition talks Proactive uses images sourced from Shutterstock Intel Corp (NASDAQ:INTC, XETRA:INL) shares moved higher on Wednesday following reports that the company has shown early-stage interest in acquiring AI-chip startup Tenstorrent. According to Bloomberg, Tenstorrent has been working with investment banks to evaluate strategic options and has ...
Intel shares rise on reports of Tenstorrent acquisition talks Proactive uses images sourced from Shutterstock Intel Corp (NASDAQ:INTC, XETRA:INL) shares moved higher on Wednesday following reports that the company has shown early-stage interest in acquiring AI-chip startup Tenstorrent. According to Bloomberg, Tenstorrent has been working with investment banks to evaluate strategic options and has held separate conversations with Intel and Qualcomm. Those discussions are said to be part of a broader review of potential financing and acquisition pathways, though the company has not committed to any transaction. Tenstorrent, founded by semiconductor veteran Jim Keller, develops AI-focused processors and IP built around a RISC-V-based architecture. Its design approach targets efficient performance for AI training and inference workloads, positioning it in a competitive segment of the rapidly expanding AI hardware market. According to the reporting, Tenstorrent could be valued above $5 billion in a potential deal, though it has also been linked to earlier fundraising discussions at a lower pre-money valuation of around $3.2 billion. The company reportedly continues to engage with investors, raising the possibility that a funding round and a potential sale process could be considered in parallel. For Intel, a potential acquisition of Tenstorrent would align with its broader push into AI accelerators and high-performance computing, an area where it has been working to close the gap with competitors. No deal has been announced, and sources caution that discussions may not lead to a transaction. The companies involved have not publicly commented on the reported talks. Shares of Intel shares were up 6.4% following the report.
Intel Corp (NASDAQ:INTC, XETRA:INL) shares moved higher on Wednesday following reports that the company has shown early-stage interest in acquiring AI-chip startup Tenstorrent. According to Bloomberg, Tenstorrent has been working with investment banks to evaluate strategic options and has held separate conversations with Intel and Qualcomm. Those discussions are said to be part of a broader review...
Intel Corp (NASDAQ:INTC, XETRA:INL) shares moved higher on Wednesday following reports that the company has shown early-stage interest in acquiring AI-chip startup Tenstorrent. According to Bloomberg, Tenstorrent has been working with investment banks to evaluate strategic options and has held separate conversations with Intel and Qualcomm. Those discussions are said to be part of a broader review of potential financing and acquisition pathways, though the company has not committed to any transaction. Tenstorrent, founded by semiconductor veteran Jim Keller, develops AI-focused processors and IP built around a RISC-V-based architecture. Its design approach targets efficient performance for AI training and inference workloads, positioning it in a competitive segment of the rapidly expanding AI hardware market. According to the reporting, Tenstorrent could be valued above $5 billion in a potential deal, though it has also been linked to earlier fundraising discussions at a lower pre-money valuation of around $3.2 billion. The company reportedly continues to engage with investors, raising the possibility that a funding round and a potential sale process could be considered in parallel. For Intel, a potential acquisition of Tenstorrent would align with its broader push into AI accelerators and high-performance computing, an area where it has been working to close the gap with competitors. No deal has been announced, and sources caution that discussions may not lead to a transaction. The companies involved have not publicly commented on the reported talks. Shares of Intel shares were up 6.4% following the report.
Florian Wiegand/Getty Images News Commerzbank ( CRZBF ) ( CRZBY ) expects its planned €600M ($698M) investment in artificial intelligence by 2030 to add about €500M per year to value after that. About 75% of that value, or €375M, is expected to come from cost savings, CEO Bettina Orlopp said at the bank's annual meeting on Wednesday. "We aim to keep our costs stable, further enhance our capital ef...
Florian Wiegand/Getty Images News Commerzbank ( CRZBF ) ( CRZBY ) expects its planned €600M ($698M) investment in artificial intelligence by 2030 to add about €500M per year to value after that. About 75% of that value, or €375M, is expected to come from cost savings, CEO Bettina Orlopp said at the bank's annual meeting on Wednesday. "We aim to keep our costs stable, further enhance our capital efficiency, and align our processes even more consistently with the creation of customer value," she said. "Artificial intelligence serves as a crucial lever for achieving this. One thing is certain: for us, AI is not merely a promise of the future — it is already in active use and generating measurable value." The bank is applying AI in three main areas — customer experience, risk management, and operational excellence — and is one pillar of Commerzbank's Momentum 2030 initiative. In operations, Commerzbank is moving beyond the use of AI for isolated applications and will use AI agents in core processes to support sustainable productivity gains. Orlopp also repeated the Management Board's and Supervisory Board's argument against UniCredit's ( UNCFF ) ( UNCRY ) offer to acquire Commerzbank shares. The offer doesn't reflect the company's fundamental value and "offers no premium" for Commerzbank shares, she said. The UniCredit plan for Commerzbank is "vague, entails significant risks, and offers hardly any potential for value appreciation." Furthermore, the Momentum 2030 strategy creates greater value and lower execution risk, she added. Under that strategy, Commerzbank plans to return about half of its current market capitalization to shareholders by 2030, including through stock buybacks and dividend. "W e are accelerating our growth and undergoing a transformation— with AI serving as a core driver," she explained. Commerzbank ( CRZBF ) stock fell 1.2% in midday trading in New York. More on Commerzbank AG Commerzbank AG (CRZBY) Q1 2026 Earnings Call Transcript In The UniCredi...
Warren Buffett spent six decades insisting that big technology sat outside his circle of competence. Apple was the celebrated exception, a consumer staples bet dressed in silicon. Everything else, from Microsoft to Amazon to Google, he watched from the sidelines. That posture defined Berkshire’s culture, its risk discipline, and its appeal to retirement-focused shareholders who ... For 60 Years Bu...
Warren Buffett spent six decades insisting that big technology sat outside his circle of competence. Apple was the celebrated exception, a consumer staples bet dressed in silicon. Everything else, from Microsoft to Amazon to Google, he watched from the sidelines. That posture defined Berkshire’s culture, its risk discipline, and its appeal to retirement-focused shareholders who ... For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding
This article first appeared on GuruFocus. Lam Research (NASDAQ:LRCX) announced the opening of a research lab in Salzburg, Austria, focused on panel-level packaging, a chip packaging technology designed to increase chip density and cut costs. The Salzburg facility is Lam's first panel-focused wet-processing lab. Lam Research shares rose 5.43% intraday. That packaging technology replaces the semicon...
This article first appeared on GuruFocus. Lam Research (NASDAQ:LRCX) announced the opening of a research lab in Salzburg, Austria, focused on panel-level packaging, a chip packaging technology designed to increase chip density and cut costs. The Salzburg facility is Lam's first panel-focused wet-processing lab. Lam Research shares rose 5.43% intraday. That packaging technology replaces the semiconductor industry's traditional circular silicon wafers with square panels. Round wafers waste material at the curved edges where full chips cannot be cut. Square panels eliminate the dead space, allowing chipmakers to produce more chips per surface at a lower cost per unit. The efficiency gain is particularly relevant as AI demand for processors creates persistent chip shortages. The lab builds on the expertise of Semsysco GmbH, a Salzburg chip equipment firm founded in 2012 and acquired by Lam in 2022. Lam's customers include Samsung Electronics and Taiwan Semiconductor Manufacturing Co. (TSM). Salzburg Governor Karoline Edtstadler said the campus "seamlessly bridges the gap from research and development to production."
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments. While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A divi...
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments. While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends make up large portions of long-term returns, and in many cases, dividend contributions surpass one-third of total returns. First Commonwealth Financial (FCF) is headquartered in Indiana, and is in the Finance sector. The stock has seen a price change of -1.89% since the start of the year. The financial holding company is currently shelling out a dividend of $0.14 per share, with a dividend yield of 3.25%. This compares to the Banks - Northeast industry's yield of 2.72% and the S&P 500's yield of 1.55%. Looking at dividend growth, the company's current annualized dividend of $0.54 is up 4.9% from last year. Over the last 5 years, First Commonwealth Financial has increased its dividend 5 times on a year-over-year basis for an average annual increase of 4.25%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. First Commonwealth Financial's current payout ratio is 39%, meaning it paid out 39% of its trailing 12-month EPS as dividend. Earnings growth looks solid for FCF for this fiscal year. The Zacks Consensus Estimate for 2025 is $1.45 per share, which represents a year-over-year growth rate of 3.57%. Investors like dividends for many reasons; they greatly improve stock investing profits, d...
Three Supertankers Carrying 6 Million Barrels Exit Strait Of Hormuz Three commercial supertankers carrying a combined 6 million barrels of Middle East crude oil have successfully exited the Strait of Hormuz, according to Reuters. The vessels departed the strategic waterway on Wednesday, after being stranded inside the Persian Gulf for over two months, lending hope to an end to the closure of the s...
Three Supertankers Carrying 6 Million Barrels Exit Strait Of Hormuz Three commercial supertankers carrying a combined 6 million barrels of Middle East crude oil have successfully exited the Strait of Hormuz, according to Reuters. The vessels departed the strategic waterway on Wednesday, after being stranded inside the Persian Gulf for over two months, lending hope to an end to the closure of the strait. The crude cargoes were split evenly among three Very Large Crude Carriers (VLCCs) heading to Asian refining hubs. The first was Universal Winner, a South Korean-flagged supertanker carrying 2 million barrels of Kuwaiti crude oil . Shipping data on LSEG and Kpler showed that the vessel is currently en route to Ulsan, South Korea, to discharge at an SK Energy facility by June 9. The second VLCC was Yuan Gui Yang , a Chinese-flagged vessel hauling 2 million barrels of Iraqi Basrah crude . Chartered by Unipec (the trading arm of Sinopec), the supertanker is heading toward Guangdong province with an expected arrival on June 4. Finally there was Ocean Lily, a Hong Kong-flagged tanker loaded with 2 million barrels split evenly between Qatari al-Shaheen and Iraqi Basrah crude. Owned by Sinochem, the vessel is tracking toward Fujian province for a June 5 arrival. Combined, the trio have about 6 million barrels of crude on board — one of the biggest oil flows in a single 24 hour period in over a month. All three vessels switched off their digital transponders before exiting. Two have since transited the strait and were sighted near Oman while the status of the third is unclear. It also remains to be seen if they all can get past a seaparte US blockade. The supertanker heading to South Korea, the Universal Winner, is the first observed sailing by a VLCC to the Asian country since the war began. Iran's state TV underscored that the country now appears to be in sole control over who crosses the strait and who doesn't. “Today other countries like South Korea, taking their example ...
Netflix (NFLX 1.42%) already changed how the world watches entertainment. It built the leading global streaming platform, expanded into more than 190 countries, and became one of the most profitable media companies in the world. Now investors are asking a bigger question: Could Netflix eventually become a trillion-dollar company? At first glance, that sounds ambitious. Netflix already carries a ma...
Netflix (NFLX 1.42%) already changed how the world watches entertainment. It built the leading global streaming platform, expanded into more than 190 countries, and became one of the most profitable media companies in the world. Now investors are asking a bigger question: Could Netflix eventually become a trillion-dollar company? At first glance, that sounds ambitious. Netflix already carries a massive valuation, and subscriber growth has slowed from its early hyper-growth years. But the company is also evolving in ways that could significantly increase its long-term profitability. The path to $1 trillion exists. But so do the obstacles. Why Netflix could get to the $1 trillion mark The biggest reason Netflix could eventually reach a trillion-dollar valuation is simple: The business model is becoming more profitable. For years, investors focused mainly on subscriber growth. But Netflix has quietly shifted toward monetization. Instead of just adding users, the company is trying to earn more from its existing audience, mainly by raising prices. In fact, it has raised prices almost every year for close to a decade, and will likely continue to do so in the years to come. Beyond subscription income, advertising is increasingly playing a major role in growing long-term profitability. Netflix's ad-supported plans already reach more than 250 million active users globally. That gives the company a large premium audience that advertisers want to reach. More importantly, advertising can become enormously profitable once the platform scales thanks to operating leverage. If Netflix successfully builds a strong advertising business, it could create a second major revenue engine on top of its subscription business. That changes the long-term math significantly. Netflix may also be able to rely on margin expansion. Netflix already generates an operating margin above 30%, and there may still be room for improvement as it scales its ad-supported business. Advertising business general...
Chip Somodevilla/Getty Images News U.S. President Donald Trump said Wednesday that the U.S. is in the “final stages” of talks with Iran, according to a White House pool report. Speaking to reporters at Joint Base Andrews, Trump offered a characteristically mixed message about the ongoing diplomatic efforts. “We’ll see what happens,” Trump said, adding that a deal will be reached or “we’re going to...
Chip Somodevilla/Getty Images News U.S. President Donald Trump said Wednesday that the U.S. is in the “final stages” of talks with Iran, according to a White House pool report. Speaking to reporters at Joint Base Andrews, Trump offered a characteristically mixed message about the ongoing diplomatic efforts. “We’ll see what happens,” Trump said, adding that a deal will be reached or “we’re going to do some things that are a little bit nasty, but hopefully that won’t happen.” The remarks come amid heightened tensions in the Middle East, with energy prices and global markets closely watching for any resolution to the conflict affecting the strategically critical Strait of Hormuz region. NATO officials were reportedly discussing a potential military operation to help commercial ships pass through the virtually blocked Strait of Hormuz if the waterway remains closed beyond early July. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the Markets Why Oil Price Spikes Cause Recessions But High Prices Don't Index Hedging Jumps, But Stock Optimism Persists Commodities: Oil Rallies With U.S.-Iran Deadlock Crude inventory falls by 7.9M barrels for the week ended May 15 – EIA Auto industry warns of motor oil shortages as Iran war disrupts supplies - report
In one he said he was ahead of his father, but in another they were closer together. Also, he had initially told police that his father had been taking photos with his phone moments before his fall. Yet the phone was found in Isak Andic's pocket when his body was recovered.
In one he said he was ahead of his father, but in another they were closer together. Also, he had initially told police that his father had been taking photos with his phone moments before his fall. Yet the phone was found in Isak Andic's pocket when his body was recovered.
Image source: The Motley Fool. Wednesday, May 20, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Chris Cocks Chief Financial Officer — Gina Goetter Operator TAKEAWAYS Net Revenue -- $1 billion, up 13% driven by Wizards of the Coast, with Magic and related launches serving as the primary growth drivers. -- $1 billion, up 13% driven by Wizards of the Coast, with Magic and related l...
Image source: The Motley Fool. Wednesday, May 20, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Chris Cocks Chief Financial Officer — Gina Goetter Operator TAKEAWAYS Net Revenue -- $1 billion, up 13% driven by Wizards of the Coast, with Magic and related launches serving as the primary growth drivers. -- $1 billion, up 13% driven by Wizards of the Coast, with Magic and related launches serving as the primary growth drivers. Adjusted Operating Profit -- $287 million, rising 29% and yielding an adjusted operating margin of 28.7%, an increase of 360 basis points primarily from favorable mix and cost savings. -- $287 million, rising 29% and yielding an adjusted operating margin of 28.7%, an increase of 360 basis points primarily from favorable mix and cost savings. Adjusted EPS -- $1.47 per diluted share, representing a 41% increase, reflecting operating leverage and disciplined execution. -- $1.47 per diluted share, representing a 41% increase, reflecting operating leverage and disciplined execution. Wizards of the Coast Revenue -- $582 million, increasing 26% with segment operating profit of $298 million and an operating margin of 51.2%, up 140 basis points versus last year; Magic backlist and Secret Lair both posted double-digit growth. -- $582 million, increasing 26% with segment operating profit of $298 million and an operating margin of 51.2%, up 140 basis points versus last year; Magic backlist and Secret Lair both posted double-digit growth. Consumer Products Revenue -- $398 million, flat year over year as toy and game volume growth was offset by a decline in licensing revenue due to a difficult comparison period. -- $398 million, flat year over year as toy and game volume growth was offset by a decline in licensing revenue due to a difficult comparison period. Consumer Products Adjusted Operating Loss -- $41 million, reflecting a $10 million increase in loss versus last year on an adjusted basis, attributed to higher royalty expense, incremen...
This article first appeared on GuruFocus. Intel (NASDAQ:INTC) climbed about 5% on Wednesday after reports said the chipmaker has urged PC makers to use processors built on its 18A manufacturing process, a move Wedbush described as a sign the company is protecting margins. Wedbush said Intel appears to be steering higher-margin Xeon production to older nodes while using available cleanroom capacity...
This article first appeared on GuruFocus. Intel (NASDAQ:INTC) climbed about 5% on Wednesday after reports said the chipmaker has urged PC makers to use processors built on its 18A manufacturing process, a move Wedbush described as a sign the company is protecting margins. Wedbush said Intel appears to be steering higher-margin Xeon production to older nodes while using available cleanroom capacity to ramp newer output. The firm said the approach could help Intel balance supply and profitability as it pushes its latest manufacturing line into broader use. Analyst Matt Bryson said the key question is how strong Intel's 18A node and the products made on it prove to be. Intel has already said Panther Lake is its first product built on 18A, and Reuters reported in October that the company was trying to convince investors its manufacturing turnaround could restore its edge. Intel's 18A push comes as the company faces intense pressure to improve yields and win customers for its next-generation chipmaking process. Reuters reported in August that Intel had struggled with 18A yields, while industry testing has included Nvidia and Broadcom.
Wealth management's leading AI-powered organic growth engine eliminates data fragmentation across the three CRMs most widely used by advisory firms — meeting advisors inside the systems they already trust. PHOENIX, May 20, 2026 /PRNewswire/ -- VastAdvisor, the AI-powered organic growth engine built for wealth management advisors, today announced its native integrations with three leading CRMs – Sa...
Wealth management's leading AI-powered organic growth engine eliminates data fragmentation across the three CRMs most widely used by advisory firms — meeting advisors inside the systems they already trust. PHOENIX, May 20, 2026 /PRNewswire/ -- VastAdvisor, the AI-powered organic growth engine built for wealth management advisors, today announced its native integrations with three leading CRMs – Salesforce Financial Services Cloud, Microsoft Dynamics 365, and HubSpot. These connectors remove the data friction that has forced advisory teams to work across disconnected systems, and thanks to these integrations deliver VastAdvisor's growth intelligence directly inside the CRM environments firms already operate in. VastAdvisor Logo (PRNewsfoto/VastAdvisor LLC) CRM fragmentation is one of the most persistent operational drains in wealth management. Advisor teams maintain client records in their CRM, prospect pipelines in a separate tool, and engagement history scattered across email and point solutions — with no single source of truth. The result is hours of manual reconciliation each week, duplicated outreach, and strategic decisions made on incomplete data. VastAdvisor was built to change that equation, and these partnerships add the integration layer. CRM INTEGRATIONS The three new connectors bring VastAdvisor's advisor intelligence layer directly into the CRM environments firms already operate. Rather than asking teams to migrate data or change workflows, VastAdvisor meets advisors where they work: Salesforce Financial Services Cloud. Bi-directional sync of contact records, opportunity stages, and activity history. Advisors working in Salesforce surface VastAdvisor insights directly within their existing FSC workflows, without switching context. Microsoft Dynamics 365. Seamless data exchange with Dynamics Sales and Dynamics Customer Insights, enabling enterprise advisory teams to align CRM records with VastAdvisor's relationship intelligence and pipeline analytics in ...
QUALCOMM Incorporated shares recently came under pressure after a sector-wide selloff hit semiconductor valuations, even as the wireless chip specialist continues to benefit from AI and premium smartphones. What is driving the latest move in QCOM? Shares of QUALCOMM Incorporated have seen renewed volatility in recent sessions. On May 19, 2026, the stock fell about 3.9% to close at 195.61 USD on Na...
QUALCOMM Incorporated shares recently came under pressure after a sector-wide selloff hit semiconductor valuations, even as the wireless chip specialist continues to benefit from AI and premium smartphones. What is driving the latest move in QCOM? Shares of QUALCOMM Incorporated have seen renewed volatility in recent sessions. On May 19, 2026, the stock fell about 3.9% to close at 195.61 USD on Nasdaq, according to an analysis by GuruFocus that also classified the shares as "modestly overvalued" versus an estimated GF Value of 176.60 USDGuruFocus as of 05/19/2026. The move came in the context of a broader semiconductor selloff, with some investors taking profits after a strong AI-driven rally in chip names, as reported by sector coverage that highlighted valuation concerns across the groupStockStory as of 05/19/2026. As of: 20.05.2026 By the editorial team – specialized in equity coverage. At a glance Name: Qualcomm Qualcomm Sector/industry: Semiconductors, wireless communications Semiconductors, wireless communications Headquarters/country: San Diego, United States San Diego, United States Core markets: Smartphone chipsets, connectivity, automotive, IoT Smartphone chipsets, connectivity, automotive, IoT Key revenue drivers: Mobile chipsets, licensing of wireless patents Mobile chipsets, licensing of wireless patents Home exchange/listing venue: Nasdaq (ticker: QCOM) Nasdaq (ticker: QCOM) Trading currency: USD QUALCOMM Incorporated: core business model QUALCOMM Incorporated is best known as a leading designer of wireless chipsets and related technologies that power smartphones, connected devices and infrastructure. The company develops system-on-chips for premium and mid-range handsets, alongside modems that support 4G, 5G and emerging wireless standards across global networks. Beyond hardware, QUALCOMM operates a sizable licensing business built on its portfolio of standard-essential patents in mobile communications. Handset makers and other device manufacturers pa...
Let's be honest. None of the Magnificent Seven stocks are "cheap." However, as I discuss in this short video, Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) looks attractive right now from a long-term perspective. *Stock prices used were the morning prices of May 20, 2026. The video was published on May 21, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one lit...
Let's be honest. None of the Magnificent Seven stocks are "cheap." However, as I discuss in this short video, Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) looks attractive right now from a long-term perspective. *Stock prices used were the morning prices of May 20, 2026. The video was published on May 21, 2026. 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 » Should you buy stock in Alphabet right now? Before you buy stock in Alphabet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alphabet wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $481,750!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,352,457!* Now, it’s worth noting Stock Advisor’s total average return is 990% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 20, 2026. Matt Frankel, CFP has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet. The Motley Fool has a disclosure policy. Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions...
An updated edition of the March 31, 2026, article. U.S.-China trade relations advanced in May 2026 as President Trump's May 14-15 Beijing summit with President Xi Jinping—the first visit by a sitting U.S. president in nearly a decade—produced a White House framework establishing the U.S.-China Board of Trade and Board of Investment. China committed to purchasing at least $17 billion in U.S. agricu...
An updated edition of the March 31, 2026, article. U.S.-China trade relations advanced in May 2026 as President Trump's May 14-15 Beijing summit with President Xi Jinping—the first visit by a sitting U.S. president in nearly a decade—produced a White House framework establishing the U.S.-China Board of Trade and Board of Investment. China committed to purchasing at least $17 billion in U.S. agricultural products annually through 2028 and 200 Boeing aircraft, while Washington guaranteed jet engine and component supply. Both sides agreed to reduce non-tariff barriers and discussed AI guardrails. The Board of Trade may facilitate tariff repeal on roughly $30 billion of goods, sustaining bilateral momentum which is likely to present compelling portfolio opportunities for companies, including Kingsoft Cloud KC, PDD Holdings PDD, Tencent Holdings TCEHY and Taiwan Semiconductor TSM. U.S.-China Trade Progress Across Strategic Technology Sectors In semiconductors, the bipartisan MATCH Act sought tighter U.S. controls on lithography and etching tool exports, yet Reuters reported in May that Washington had cleared Nvidia H200 AI chip sales to several major Chinese technology firms under case-by-case BIS review, though officials confirmed chip controls were not formally negotiated at the summit; SMIC continued mature-node expansion. In electric vehicles, BYD delivered 321,123 NEVs in April, marking an eighth consecutive year-over-year monthly decline of roughly 16%, while exports hit a record 134,542 units and first-quarter net profit fell about 55%. The April 24-May 3 Beijing Auto Show drew 1.28 million visitors, with new-energy models exceeding 85% of displays and Tesla notably absent; Leapmotor posted a record 71,387 April deliveries as the domestic price war increasingly shifted toward an artificial-intelligence and autonomy contest. In artificial intelligence, DeepSeek released a new reasoning model in April that outperformed leading open-source systems while trailing top ...
J Studios/DigitalVision via Getty Images CrowdStrike ( CRWD ) aka "CRWD" has been on a stellar run, surging considerably from the Claude Mythos and SaaSpocalypse panic induced lows. After experiencing a notable correction from its ATHs in November 2025, the stock crash landed all the way down to the $350-340 critical support range in late February, after being pummeled by negative news flow for mo...
J Studios/DigitalVision via Getty Images CrowdStrike ( CRWD ) aka "CRWD" has been on a stellar run, surging considerably from the Claude Mythos and SaaSpocalypse panic induced lows. After experiencing a notable correction from its ATHs in November 2025, the stock crash landed all the way down to the $350-340 critical support range in late February, after being pummeled by negative news flow for months. CRWD 15-Month Chart CRWD (Stock Charts ) So, first off, the selloff became excessive, especially after CRWD got rejected at the 50-day MA around late January. From that point alone CRWD declined by 30% over the next month. This cascading effect led to a total loss of approximately 40% from CRWD's ATH in November. However, we know the nature of markets. What comes down, especially if it is a high quality company like CRWD, must come up again. So, it did, and in a very big way. Technically, speaking we saw a clear positive RSI divergence during the final panic driven selling wave on massive volume in late February, marking the bottom for the stock. Moreover, we got secondary opportunities to get into CRWD in a solid retest in late March and even a third chance as the stock remained volatile through early April. Again, we had several key forces in play here. The selling and the lack of buying occurred due to the war, the misunderstanding of the SaaSpocalypse's lack of negative impact on a company like CRWD, and finally, the Claude Mythos panic, which in retrospect could actually benefit key cybersecurity stocks instead of hurting them. Also, I must highlight that based on the technicals, and the roughly 86% move the stock has just had since late February, the stock has now become a near term sell in my mind. The RSI hit about 85, and we have a negative looking reversal candle. CrowdStrike Is Exuberantly Expensive In addition, CRWD's valuation is now sky-high again, and it trades at roughly 128 times forward non-GAAP EPS estimates, and approximately 27 times this year's p...
COSCO Shipping's Yuan Gui Yang. The vessel is the group's last very large crude carrier (VLCC) to sail out of the Strait of Hormuz. Two Chinese very large crude carriers (VLCCs) sailed out of the Strait of Hormuz on the morning of May 20, easing a weeks-long bottleneck for vessels trapped in the Persian Gulf after Iran closed the critical oil chokepoint. The two 300,000-ton-capacity ships departed...
COSCO Shipping's Yuan Gui Yang. The vessel is the group's last very large crude carrier (VLCC) to sail out of the Strait of Hormuz. Two Chinese very large crude carriers (VLCCs) sailed out of the Strait of Hormuz on the morning of May 20, easing a weeks-long bottleneck for vessels trapped in the Persian Gulf after Iran closed the critical oil chokepoint. The two 300,000-ton-capacity ships departed an anchorage off Dubai on May 19. Unlike other Chinese vessels that recently navigated the tense waterway, neither ship broadcast the “CHINESE OWNER & CREW” identity tag on their tracking systems while transiting the strait.