Looking for an investment that delivers both long-term growth and consistent income? Look no further than hybrid stocks like Microsoft (MSFT). Just like hybrid cars offer drivers a “win/win” combination of combustion power and EV technology, hybrid stocks offer investors the best of both worlds in ...
Looking for an investment that delivers both long-term growth and consistent income? Look no further than hybrid stocks like Microsoft (MSFT). Just like hybrid cars offer drivers a “win/win” combination of combustion power and EV technology, hybrid stocks offer investors the best of both worlds in ...
Lockheed Martin ( LMT ) won a $212.74M contract modification for PATRIOT Advanced Capability-3 support. The work includes logistics support, missile repair, and launcher repair/return services. This modification will take the total contract value to $875.63M. The work locations and funding will be set per order, with completion expected by Feb. 24, 2027, under the Army Contracting Command. More on...
Lockheed Martin ( LMT ) won a $212.74M contract modification for PATRIOT Advanced Capability-3 support. The work includes logistics support, missile repair, and launcher repair/return services. This modification will take the total contract value to $875.63M. The work locations and funding will be set per order, with completion expected by Feb. 24, 2027, under the Army Contracting Command. More on Lockheed Martin Lockheed Martin Q1 2026: Noise Vs. Signal In The Defense Sector Lockheed Martin: Q1 Reality Check And The Road To 2030 Lockheed Martin Corporation (LMT) Q1 2026 Earnings Call Transcript Taiwan tests torpedoes on first homegrown submarine in defense push Lithuania unveils first HIMARS launchers as defense ties with Lockheed deepen
Inflation accelerated in April on both rising fuel and grocery costs driven by the US-Israel war with Iran, exceeding wage growth in a double-slap to already strained consumers—most of whom oppose the conflict and blame Donald Trump for high gas prices. The consumer price index rose 3.8% from a year earlier, according to the Bureau of Labor Statistics, a division of the US Department of Labor, the...
Inflation accelerated in April on both rising fuel and grocery costs driven by the US-Israel war with Iran, exceeding wage growth in a double-slap to already strained consumers—most of whom oppose the conflict and blame Donald Trump for high gas prices. The consumer price index rose 3.8% from a year earlier, according to the Bureau of Labor Statistics, a division of the US Department of Labor, the most since 2023. After adjusting for inflation, wages fell for the first time in three years. The figures show how the war is finally hitting the US economy full force as energy costs surge—something likely to continue with the Strait of Hormuz shut and the Trump administration still struggling for a way out of the conflict. The government data indicated gas prices rose almost 28% over the past two months. Grocery prices, rents and airfares also saw large increases from a month earlier. A sustained pickup, especially in the cost of essentials, could lead consumers to cut back on spending . But even without the war’s collateral damage to prices, the numbers show inflation still would be rising . And while Americans—despite high inflation—have spent at surprising levels since the pandemic, executives are beginning to worry it all might be too much. Consumers are putting less away as they try to keep up, with the savings rate dropping in March to the lowest in three years. In the near term, Americans can draw on savings or tap credit cards, said Bill Adams, chief economist at Comerica Bank. But the longer gas prices stay high, the more consumers will change their spending patterns to balance their budgets. And that could be bad news for the economy. What You Need to Know Today First software firms, then Wall Street. Now Anthropic is targeting lawyers. The company announced a dozen new tools for law firms, months after the startup helped spark a steep selloff in software stocks by quietly introducing a narrower set of features. One tool, called “commercial counsel,” is meant t...
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...
Hedge fund TCI has sharply reduced its large stake in Microsoft (NasdaqGS:MSFT), citing concerns about AI driven disruption risks. Court filings in the Elon Musk v. OpenAI case revealed new details of Microsoft's OpenAI partnership, including a hard cap on revenue sharing and a shift to non exclusive terms. Microsoft CEO Satya Nadella testified in the trial, outlining the company’s AI ambitions, i...
Hedge fund TCI has sharply reduced its large stake in Microsoft (NasdaqGS:MSFT), citing concerns about AI driven disruption risks. Court filings in the Elon Musk v. OpenAI case revealed new details of Microsoft's OpenAI partnership, including a hard cap on revenue sharing and a shift to non exclusive terms. Microsoft CEO Satya Nadella testified in the trial, outlining the company’s AI ambitions, its expectations around OpenAI related economics, and how the partnership fits into Microsoft’s...
Amazon.com (NasdaqGS:AMZN) has launched Amazon Now, a 30-minute delivery service, in dozens of major U.S. cities. The roll out extends ultra-fast delivery access to millions of customers through specialized local hubs and an around-the-clock fulfillment network. This marks one of the company’s largest pushes into rapid fulfillment, directly targeting demand for near-instant retail and convenience ...
Amazon.com (NasdaqGS:AMZN) has launched Amazon Now, a 30-minute delivery service, in dozens of major U.S. cities. The roll out extends ultra-fast delivery access to millions of customers through specialized local hubs and an around-the-clock fulfillment network. This marks one of the company’s largest pushes into rapid fulfillment, directly targeting demand for near-instant retail and convenience services. For you as an investor, Amazon Now sits at the intersection of e-commerce, logistics...
Federal Agricultural Mortgage ( AGM ) announced on Tuesday that it will raise $100M in Tier 1 capital via a public offering of preferred stock. The company will issue 6.875% non-cumulative perpetual Series I preferred stock, with a face value of $25 per share. The offering is expected to close on May 19, 2026, subject to standard closing conditions. The net proceeds will be used for general corpor...
Federal Agricultural Mortgage ( AGM ) announced on Tuesday that it will raise $100M in Tier 1 capital via a public offering of preferred stock. The company will issue 6.875% non-cumulative perpetual Series I preferred stock, with a face value of $25 per share. The offering is expected to close on May 19, 2026, subject to standard closing conditions. The net proceeds will be used for general corporate purposes, as per the company’s plan. The new Series I preferred stock will be listed on the New York Stock Exchange under the ticker “AGM PRI”. The stock carries a fixed 6.875% annual dividend rate (if declared), has no maturity date, and can be redeemed by the company starting July 17, 2031. Source: Press Release More on Federal Agricultural Mortgage Federal Agricultural Mortgage Corporation (AGM) Q1 2026 Earnings Call Transcript Federal Agricultural Mortgage Corporation 2026 Q1 - Results - Earnings Call Presentation Federal Agricultural Mortgage Corporation (AGM) Analyst/Investor Day Transcript Farmer Mac expects to utilize $30M of remaining tax credit carryback capacity in Q2 as it rolls callable debt savings into spread Federal Agricultural Mortgage Q1 2026 Earnings Preview
akinbostanci/iStock via Getty Images The S&P 500 ( SP500 ) has reached fresh new highs in 2026, powered in large part by a sharp jump in AI infrastructure stocks. The datacenter buildout continues in full force as the Mag 7 technology companies boost their capex spending expectations. This is causing a trickle-down impact into all parts of the data center supply chain, lifting Everpure, Inc. ( P )...
akinbostanci/iStock via Getty Images The S&P 500 ( SP500 ) has reached fresh new highs in 2026, powered in large part by a sharp jump in AI infrastructure stocks. The datacenter buildout continues in full force as the Mag 7 technology companies boost their capex spending expectations. This is causing a trickle-down impact into all parts of the data center supply chain, lifting Everpure, Inc. ( P ), formerly known as Pure Storage. Amid this year's sharp rise in all AI-linked stocks, we think "growth at a reasonable price" investing is incredibly important: and though Everpure has rallied ~20% this year, it still maintains reasonable multiples amid a potential inflection in its profitability. Data by YCharts I last wrote a Buy article on Everpure in February, when the company was trading at ~$66 per share fresh off its Q4 earnings print. Since then, Everpure has soared ~30% on news that companies are boosting their data center spending. Everpure will next report its Q1 results on May 27. Ahead of that release, and after the company's most recent earnings, the company has announced that it is raising prices meaningfully (again), which I think will buoy further earnings growth. I'm reiterating my Buy rating on this stock, and I think the stock presents a very compelling buying opportunity ahead of the upcoming earnings. Price increases and hyperscaler forecast boost Let's first discuss Everpure's latest trend of price increases. Recall that back in Q4, the company had already discussed a preliminary price increase in response to rising component prices. During the Q4 earnings call , CFO Tarek Robbiati had commented as follows: As industry-wide AI-driven infrastructure demand continues to outpace supply, driving higher input costs, we expect continued component price volatility across the storage industry as well as extended lead times and potential shipment delays. As a result and as Charlie mentioned, we implemented price increases across our product portfolio on Febru...
MF3d/E+ via Getty Images Investment Thesis Hims & Hers Health ( HIMS ) just reported one of the most misunderstood quarters of the year in the digital healthcare industry. The EPS disaster and margin squeeze were alarming initially as the stock fell hard in the after-market session following those numbers. In my view, the market's initial reaction put far too much emphasis on accounting noise, neg...
MF3d/E+ via Getty Images Investment Thesis Hims & Hers Health ( HIMS ) just reported one of the most misunderstood quarters of the year in the digital healthcare industry. The EPS disaster and margin squeeze were alarming initially as the stock fell hard in the after-market session following those numbers. In my view, the market's initial reaction put far too much emphasis on accounting noise, neglecting what may turn out to be the company's greatest strategic shift yet. Since my last coverage , HIMS has surged roughly 50%, and I remain long as several major catalysts, including the Novo ramp, international expansion, and peptide opportunities, are only beginning to materialize this year. Data by YCharts The Quarter Looked Ugly Until The Numbers Were Properly Adjusted At first glance, HIMS’ earnings report looked difficult to defend since, despite having revenue of $608.1 million against a consensus forecast of $616.9 million, the company had experienced GAAP EPS of $0.79 per share to an actual loss of negative $0.40 per share against consensus estimates. The gross margin had declined sharply from 73% in the previous year to 65%, thus raising suspicions about the worsening nature of the economics in the firm. Q1 Earnings Understanding the reasons behind the deteriorated performance of the firm revealed an interesting situation. The firm incurred restructuring expenses of approximately $33 million linked to the closing of the compounded GLP-1 supply chain operations, thus resulting in an impairment of profits. Of the total charge, approximately $28 million was recorded in the cost of goods sold, thus resulting in gross margin reduction by around five percentage points to 65%. However, after adjusting for this effect, the firm's gross margin would have been slightly above 70%. Restructuring costs What really mattered was guidance. Whenever companies experience true operational dysfunction, they tend to aggressively lower forward guidance. The exact opposite happened h...
Cerebras Systems Inc. is guiding prospective investors that it expects to price its initial public offering above the top of its marketed range, according to people familiar with the matter, as demand soars for the chipmaker’s stock. The company is offering 30 million shares in the IPO for $150 to $160 each, after revising the range and number of shares higher on Monday. At that price and size, th...
Cerebras Systems Inc. is guiding prospective investors that it expects to price its initial public offering above the top of its marketed range, according to people familiar with the matter, as demand soars for the chipmaker’s stock. The company is offering 30 million shares in the IPO for $150 to $160 each, after revising the range and number of shares higher on Monday. At that price and size, the IPO would raise $4.8 billion, making it the year’s largest first-time share sale, excluding offerings with private placements. Including so-called greenshoe shares, Cerebras’ IPO would potentially rival Arm Holdings Plc ’s $5.23 billion haul in 2023 for the largest ever semiconductor listing in the US, data compiled by Bloomberg show. Deliberations are ongoing and details of the offering could still change, the people said, asking not to be identified as the information isn’t public. A spokesperson for Cerebras declined to comment. The IPO has drawn orders for more than 20 times the number of shares available, people familiar with the matter have said. The IPO is expected to price on May 13, according to terms of the deal seen by Bloomberg News. Cerebras and its bankers have been seeking to manage the surging interest in its upcoming listing, with the Philadelphia Stock Exchange Semiconductor Index up more than 30% over the past month. The company told institutional investors placing IPO orders to specify the number of shares and the maximum price they’re willing to pay, in order to gauge the true level of demand, people familiar with the matter have said. US IPO activity is increasing ahead of what could be the biggest listing of all time, if Elon Musk ’s SpaceX raises the $75 billion it’s been targeting. Listings have raised $18.9 billion on US exchanges this year, excluding blank-check companies and other financial vehicles, versus $10.4 billion in the same period last year, data compiled by Bloomberg show. Cerebras is set to join a cohort of public chipmaking companie...
Asian stocks are poised for a weak open after losses on Wall Street, with the dollar strengthening and bonds falling as inflation data showed the impact of energy disruptions linked to the war in Iran. Equity futures pointed to modest moves lower in Sydney and Tokyo, and a flat open in Hong Kong. US contracts were steady in early Asia trading after the S&P 500 dropped from a record following a sel...
Asian stocks are poised for a weak open after losses on Wall Street, with the dollar strengthening and bonds falling as inflation data showed the impact of energy disruptions linked to the war in Iran. Equity futures pointed to modest moves lower in Sydney and Tokyo, and a flat open in Hong Kong. US contracts were steady in early Asia trading after the S&P 500 dropped from a record following a selloff in high-flying chipmakers . A faster-than-estimated rise in the core US consumer price index spurred an increase in Treasury yields , with traders boosting bets on a Federal Reserve interest-rate hike in 2027. US crude was little changed in early Asian trading after adding more than 4% on Tuesday. A blistering run in stocks from war-driven lows started showing signs of overheating , particularly in the group of tech companies that had powered gains. The nearly 70% surge in chipmakers in just six weeks had spurred calls for a break at a time when the Iran conflict threatens to slow growth and fan inflation. “After such a powerful earnings-driven rally, equities may simply need a breather,” said Bret Kenwell at eToro. “While the labor market and broader economy still look stable — if not exactly robust — a disjointed Fed and rising inflation complicate matters.” US inflation accelerated in April on rising gasoline and grocery costs, exceeding wage growth in a double-whammy for already strained consumers. The CPI rose 3.8% from a year earlier, the most since 2023. The core gauge, which excludes food and energy, increased 2.8%. “Inflation is roaring back — largely driven by stubbornly high oil prices — which will dominate the inflation story for the rest of the year as the conflict continues to unfold in the Middle East,” said Skyler Weinand at Regan Capital. Given that inflation is heading in the wrong direction and the labor market is holding up, it’s very unlikely that the Fed will be able to lower rates any time soon, according to Chris Zaccarelli at Northlight Asset M...