Global economies will run on blockchain technology and Ethereum will be the big winner, Consensys CEO Joseph Lubin has reportedly said. "We're moving into a world where essentially the entire economy is going to be tokenized," Lubin said on May...
Global economies will run on blockchain technology and Ethereum will be the big winner, Consensys CEO Joseph Lubin has reportedly said. "We're moving into a world where essentially the entire economy is going to be tokenized," Lubin said on May...
Big tech stocks are proving to be a safe bet for equity investors looking for a harbor in a “fragile” market brought about by the Iran war, according to Seema Shah at Principal Asset Management. Investors want strong balance sheets and positive cash flows, “the moat that sits around a lot of companies — and of course AI technology comes right at the heart of that,” Shah, chief global strategist at...
Big tech stocks are proving to be a safe bet for equity investors looking for a harbor in a “fragile” market brought about by the Iran war, according to Seema Shah at Principal Asset Management. Investors want strong balance sheets and positive cash flows, “the moat that sits around a lot of companies — and of course AI technology comes right at the heart of that,” Shah, chief global strategist at Principal, said Wednesday on Bloomberg Television’s Surveillance . “People are looking for something which is almost something of a safe haven.” Tech stocks’ role as a refuge marks something of a reversal from their historic role as high-risk, high-reward options compared with other equities and US Treasuries. They’re leading gains on the S&P 500 Index this quarter after dropping more than 9% the first three months of 2026, the sector’s first losing period in a year. Intel Corp., Advanced Micro Devices Inc. and Micron Technology Inc. are all up more than 100% this quarter. Chipmakers fell Tuesday , sending broader markets lower, after inflation data showed the effects of energy disruptions stemming from the war in Iran. But with Nasdaq 100 futures higher to start the day on Wednesday, the decline could prove to have been a pause following a surge of more than 50% since March 31. Shah warned that tech stocks aren’t immune to potential consequences of the war . Many of the inputs for semiconductor production come via the Strait of Hormuz, which has largely been shut by both Iran and a US naval blockade. “So much is still dependent on how this conflict is going to go,” Shah said. “There is a lot of optimism built into the market at the moment, which creates vulnerability.” Still, the declines in the immediate weeks after the start of the war in February presented an opportunity, Shah added. For long-term investors, there’s a chance “to get exposure to something which we believe is a secular theme, which is going to be here for a number of years, potentially decades,” she said...
Rivian has quickly built a reputation as one of the auto industry's leaders when it comes to vehicle software. Its clean-sheet approach to an electric vehicle's electronic architecture earned it a $5 billion investment from Volkswagen Group, and its in-house infotainment system is beloved by owners despite no plans inside the company to support phone mirroring through Apple CarPlay or Android Auto...
Rivian has quickly built a reputation as one of the auto industry's leaders when it comes to vehicle software. Its clean-sheet approach to an electric vehicle's electronic architecture earned it a $5 billion investment from Volkswagen Group, and its in-house infotainment system is beloved by owners despite no plans inside the company to support phone mirroring through Apple CarPlay or Android Auto. In the absence of phone mirroring—and the way it lets you easily use Siri or Google Assistant hands-free while driving—Rivian has now added a new AI digital helper in its latest software update, compatible with both older Gen1 Rivians (model-year 2024 and older) as well as the more recent Gen2 models . Rivian's AI is deeply integrated into the car's systems. Rivian's AI is deeply integrated into the car's systems. The Rivian Assistant rolled out in its latest software update , 2026.15, to all owners with a subscription or trial for Connect+, Rivian's connectivity services. You activate it like most digital assistants, either with a button on the steering wheel, an icon on the infotainment display, or with a trigger phrase—in this case "Hey Rivian" or "OK, Rivian." Read full article Comments
A North Sea oil grade that’s central to setting the world’s most important physical crude price traded at a discount for the first time during the Iran war, as immediate fears ease of a supply shock in Europe. The key Forties grade, one of several that help to decide the price of Dated Brent, traded at a discount to the benchmark of 30 cents a barrel on Tuesday. It previously did so on Feb. 27, th...
A North Sea oil grade that’s central to setting the world’s most important physical crude price traded at a discount for the first time during the Iran war, as immediate fears ease of a supply shock in Europe. The key Forties grade, one of several that help to decide the price of Dated Brent, traded at a discount to the benchmark of 30 cents a barrel on Tuesday. It previously did so on Feb. 27, the day before the war began and Iran responded by closing the Strait of Hormuz, choking hundreds of millions of barrels of global supply. The decline reflects what traders in Europe say is a market that has proven relatively resilient because the region draws comparatively little oil from the Middle East. At the same time, the wider supply shock from Hormuz has been partly absorbed by Chinese buying sagging, and US exports surging. With arbitrage flows from the Atlantic Basin to Asia still largely uneconomic, most cargoes from the North Sea, Caspian region and Azerbaijan have been directed toward European refineries, said traders involved in the market. At the same time, crude shipments from the US Gulf Coast have been rising, including some barrels released from the Strategic Petroleum Reserve. West African producers have also been attempting to divert more cargoes to Europe as demand from Asian buyers, especially China, remains subdued, traders said. Flows from Latin America into Europe have increased as well. Vitol Group on Tuesday bought a cargo of Forties crude from Italy’s Eni SpA at a discount of 30 cents a barrel to Dated Brent in the Platts pricing window that helps set the North Sea benchmark. Derivatives known as Brent dated-to-frontline swaps, or DFLs, have also come down sharply from spreads above $20 a barrel. DFLs are used to hedge the difference between the price of physical North Sea crude and Brent futures. Still, traders and analysts cautioned that weakness in the North Sea market could prove temporary if the Middle East conflict drags on.
Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power, equity alignment, and strategic influence. The pattern signals whether a handoff is clean and time-boxed or whether it carries shadow-CEO risk and strategic drift. Here is how seven landmark transitions compare. 7. Bill Gates, Microsoft ... From Bill Gates ...
Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power, equity alignment, and strategic influence. The pattern signals whether a handoff is clean and time-boxed or whether it carries shadow-CEO risk and strategic drift. Here is how seven landmark transitions compare. 7. Bill Gates, Microsoft ... From Bill Gates to Tim Cook: 7 Iconic CEOs Who Chose Executive Chair Over Retirement
The SEC requires companies to disclose the ratio of CEO pay to the median worker pay. According to the Apple (NASDAQ: AAPL) proxy, “2025 annual total compensation of our CEO was $74,294,811, the 2025 annual total compensation of our median compensated employee was $139,483, and the ratio of these amounts is 533 to 1. “ ... Apple’s CEO Cook Made 533 Times More Than Workers
The SEC requires companies to disclose the ratio of CEO pay to the median worker pay. According to the Apple (NASDAQ: AAPL) proxy, “2025 annual total compensation of our CEO was $74,294,811, the 2025 annual total compensation of our median compensated employee was $139,483, and the ratio of these amounts is 533 to 1. “ ... Apple’s CEO Cook Made 533 Times More Than Workers
ASML (NASDAQ: ASML) serves an essential role in the artificial intelligence (AI) supply chain. It leads in the critical equipment used to make chips, and it's seeing solid revenue growth as investment floods into AI data centers. Even though the stock has more than doubled over the past year, Wall Street still appears to be underestimating demand for this company's most advanced chipmaking machine...
ASML (NASDAQ: ASML) serves an essential role in the artificial intelligence (AI) supply chain. It leads in the critical equipment used to make chips, and it's seeing solid revenue growth as investment floods into AI data centers. Even though the stock has more than doubled over the past year, Wall Street still appears to be underestimating demand for this company's most advanced chipmaking machines. Image source: ASML. Continue reading
Plug Power's dramatic margin recovery and strategic execution are positioning it as a key leader in the hydrogen economy as it moves toward profitability.
Plug Power's dramatic margin recovery and strategic execution are positioning it as a key leader in the hydrogen economy as it moves toward profitability.
In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT U.S. President Donald Trump participates in an arrival ceremony at Beijing Capital International Airport during his visit to the country, in Beijing, China, May 13, 2026. Evan Vucci | Reuters U.S. President Donald Trump has landed in Beijing for a highly anticipated presidential summit with his Chinese counterpart, Xi Jinping. Tr...
In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT U.S. President Donald Trump participates in an arrival ceremony at Beijing Capital International Airport during his visit to the country, in Beijing, China, May 13, 2026. Evan Vucci | Reuters U.S. President Donald Trump has landed in Beijing for a highly anticipated presidential summit with his Chinese counterpart, Xi Jinping. Trump is being accompanied on the trip by a group of executives from some of America's most valuable companies, including Tesla CEO Elon Musk and Nvidia boss Jensen Huang. On Thursday, Trump is scheduled to participate in a welcome ceremony and hold a bilateral meeting with Xi, before touring the historic Temple of Heaven and attending a state banquet. He will leave China on Friday, following tea and a working lunch with Xi. — CNBC's Evelyn Cheng contributed to this report. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
JHVEPhoto AMD ( AMD ) was downgraded at Daiwa Securities on Wednesday, as the investment firm said the recent share price rise could “moderate” in short order. Shares rose 1.3% in premarket trading. Led by Dr. Lisa Su, AMD has “multiple vectors for growth,” but analyst Louis Miscioscia said given the near 150% jump in the stock over the past two months, the growth could “moderate.” Miscioscia lowe...
JHVEPhoto AMD ( AMD ) was downgraded at Daiwa Securities on Wednesday, as the investment firm said the recent share price rise could “moderate” in short order. Shares rose 1.3% in premarket trading. Led by Dr. Lisa Su, AMD has “multiple vectors for growth,” but analyst Louis Miscioscia said given the near 150% jump in the stock over the past two months, the growth could “moderate.” Miscioscia lowered his rating on AMD to Outperfrom from Buy, but he upped his price target to $500 from $250. More on AMD AMD's Next Leg Higher Has Already Started AMD: ~110% Up And Nowhere Near Done (Rating Upgrade) AMD: $600 Target Appears Too Low Marvell in focus as AMD discloses stake SA analyst upgrades/downgrades: AMD, PLTR, VET, PSIX
JHVEPhoto AMD ( AMD ) was downgraded at Daiwa Securities on Wednesday, as the investment firm said the recent share price rise could “moderate” in short order. Shares rose 1.3% in premarket trading. "AMD has multiple vectors for growth, x86 servers to grow over 70% in 2Q, Embedded finally returning to growth, but most importantly sales of Ml355 now and a big ramp for Ml450 in 2H26 and beyond," ana...
JHVEPhoto AMD ( AMD ) was downgraded at Daiwa Securities on Wednesday, as the investment firm said the recent share price rise could “moderate” in short order. Shares rose 1.3% in premarket trading. "AMD has multiple vectors for growth, x86 servers to grow over 70% in 2Q, Embedded finally returning to growth, but most importantly sales of Ml355 now and a big ramp for Ml450 in 2H26 and beyond," analyst Louis Miscioscia wrote in a note to clients. "Even with that, given the appreciation of almost 150% over the past 60 days, near term it could moderate, so we lower our rating to 2/Outperform from 1/Buy." Despite the downgrade, Miscioscia upped his price target to $500 from $250. (This story has been updated to provide additional analyst commentary.) More on AMD AMD's Next Leg Higher Has Already Started AMD: ~110% Up And Nowhere Near Done (Rating Upgrade) AMD: $600 Target Appears Too Low Marvell in focus as AMD discloses stake SA analyst upgrades/downgrades: AMD, PLTR, VET, PSIX
The latest look at wholesale prices points to even higher inflation in the next month or two. The producer price index jumped 1.4% in April to mark the biggest rise in four years.
The latest look at wholesale prices points to even higher inflation in the next month or two. The producer price index jumped 1.4% in April to mark the biggest rise in four years.
JHVEPhoto/iStock Editorial via Getty Images Micron's ( MU ) performance over the past three, six, nine, and twelve months alone leaves no doubt about how great it has been to invest in this company. Seeking Alpha And at this rate, it seems very clear that the company that is now worth ~$896 billion at the time of writing is taking major steps toward joining the trillion-dollar valuation group. Alt...
JHVEPhoto/iStock Editorial via Getty Images Micron's ( MU ) performance over the past three, six, nine, and twelve months alone leaves no doubt about how great it has been to invest in this company. Seeking Alpha And at this rate, it seems very clear that the company that is now worth ~$896 billion at the time of writing is taking major steps toward joining the trillion-dollar valuation group. Although Micron has an extremely bullish quant rating and numerous bullish headlines around its name as a main beneficiary of the AI infrastructure bottleneck, it leaves me somewhat torn that the sell-side consensus points to a potential downside of 27.8% in the thesis today, at an implied share price of $573 per share for MU. Seeking Alpha As Micron currently has 1.12 billion shares outstanding, having a market cap of $1 trillion would imply something close to $888 per share. The consensus that the company is now worth around $642 billion seems to me to be confirmation that Micron is still not widely accepted, or properly priced, as a structurally sound earnings thesis, including my premise in my l ast coverage of the thesis . That being said, in this article, my goal is to bring up some points, such as the possibility of structurally higher base earnings, along with the growing strategic importance of memory in the age of AI. Doing an exercise of "owner earnings" anchored in FY28—a year that the consensus today incorporates as some normalization of the memory cycle, but still suggests extremely robust cash generation after heavy investments in CapEx—I believe that the market may still be using a framework that is too old to evaluate Micron. Micron Still Trades Like a Cyclical It may sound repetitive at this point in Micron’s rally to say that the thesis is cyclical. But trading at 13.7x FY26 earnings, according to YCharts, it is undeniable that even jumping ~777% in the last twelve months, the market still treats Micron's thesis as cyclical. Data by YCharts Most of the time,...
JHVEPhoto/iStock Editorial via Getty Images Micron's ( MU ) performance over the past three, six, nine, and twelve months alone leaves no doubt about how great it has been to invest in this company. Seeking Alpha And at this rate, it seems very clear that the company that is now worth ~$896 billion at the time of writing is taking major steps toward joining the trillion-dollar valuation group. Alt...
JHVEPhoto/iStock Editorial via Getty Images Micron's ( MU ) performance over the past three, six, nine, and twelve months alone leaves no doubt about how great it has been to invest in this company. Seeking Alpha And at this rate, it seems very clear that the company that is now worth ~$896 billion at the time of writing is taking major steps toward joining the trillion-dollar valuation group. Although Micron has an extremely bullish quant rating and numerous bullish headlines around its name as a main beneficiary of the AI infrastructure bottleneck, it leaves me somewhat torn that the sell-side consensus points to a potential downside of 27.8% in the thesis today, at an implied share price of $573 per share for MU. Seeking Alpha As Micron currently has 1.12 billion shares outstanding, having a market cap of $1 trillion would imply something close to $888 per share. The consensus that the company is now worth around $642 billion seems to me to be confirmation that Micron is still not widely accepted, or properly priced, as a structurally sound earnings thesis, including my premise in my l ast coverage of the thesis . That being said, in this article, my goal is to bring up some points, such as the possibility of structurally higher base earnings, along with the growing strategic importance of memory in the age of AI. Doing an exercise of "owner earnings" anchored in FY28—a year that the consensus today incorporates as some normalization of the memory cycle, but still suggests extremely robust cash generation after heavy investments in CapEx—I believe that the market may still be using a framework that is too old to evaluate Micron. Micron Still Trades Like a Cyclical It may sound repetitive at this point in Micron’s rally to say that the thesis is cyclical. But trading at 13.7x FY26 earnings, according to YCharts, it is undeniable that even jumping ~777% in the last twelve months, the market still treats Micron's thesis as cyclical. Data by YCharts Most of the time,...