Key PointsLife360 grew monthly active users and sales by 17% and 38% in the first quarter.

Qsemble Capital Management, LP's Meta Platforms Inc(META) Holding History GuruFocus

格隆汇5月13日｜美国总统特朗普：对伊朗的制裁非常有效，之前德黑兰通过霍尔木兹海峡获得了大量资金。

格隆汇5月13日｜美国总统特朗普：我们已经消灭了伊朗军队。

Alistair Berg Konstantinos Kosmidis and Julian Lin have turned more bullish on Advanced Micro Devices ( AMD ) and Palantir Technologies ( PLTR ), respectively, citing accelerating AI-driven growth and strong margin performance as key catalysts. On the downgrade side, Power Solutions International ( PSIX ) and Vermilion Energy ( VET ) have drawn more cautious outlooks from analysts. Upgrades Advanced Micro Devices ( AMD ): Upgrade to Neutral by Konstantinos Kosmidis . The analyst points to strong Q1 Data Center revenue growth of 57% year-over-year and Q2 guidance that meaningfully exceeds consensus, with revenue midpoint at $11.2B implying 46% YoY growth. “The results were very good, but the guidance was what did it for me. At the same time, management's commentary provided greater revenue visibility and helped tie the AI demand narrative to the company level.” Palantir Technologies ( PLTR ): Upgrade Sell to Neutral by Julian Lin . The analyst acknowledges being wrong about the company, citing an 85% year-over-year revenue increase and unprecedented operating leverage with a 46% GAAP operating margin. “ Growth continues to accelerate, and the company has reached unprecedented levels of profitability. These have led to changes in my assumptions, which now justify a rating upgrade...With agentic AI rapidly rising in adoption, it is not too surprising to understand that PLTR has become a central enabler of generative AI. ” Downgrades Power Solutions International ( PSIX ): Downgrade Hold to Sell by CAN Analyst . Q1 2026 results revealed severe operating leverage issues, with net income falling 62% despite only a 5% decline in net sales, while gross margin contracted to 22.9%. “ Now that we have Q1 2026 results, they showed a completely different picture from what I was expecting...Now we see that revenue is falling, EPS is going down, gross margin is weak, and the current situation does not seem to give a chance to any fast rebound that we would like to see. Sadly, the ...

Alistair Berg Konstantinos Kosmidis and Julian Lin have turned more bullish on Advanced Micro Devices ( AMD ) and Palantir Technologies ( PLTR ), respectively, citing accelerating AI-driven growth and strong margin performance as key catalysts. On the downgrade side, Power Solutions International ( PSIX ) and Vermilion Energy ( VET ) have drawn more cautious outlooks from analysts. Upgrades Advanced Micro Devices ( AMD ): Upgrade to Neutral by Konstantinos Kosmidis . The analyst points to strong Q1 Data Center revenue growth of 57% year-over-year and Q2 guidance that meaningfully exceeds consensus, with revenue midpoint at $11.2B implying 46% YoY growth. “The results were very good, but the guidance was what did it for me. At the same time, management's commentary provided greater revenue visibility and helped tie the AI demand narrative to the company level.” Palantir Technologies ( PLTR ): Upgrade Sell to Neutral by Julian Lin . The analyst acknowledges being wrong about the company, citing an 85% year-over-year revenue increase and unprecedented operating leverage with a 46% GAAP operating margin. “ Growth continues to accelerate, and the company has reached unprecedented levels of profitability. These have led to changes in my assumptions, which now justify a rating upgrade...With agentic AI rapidly rising in adoption, it is not too surprising to understand that PLTR has become a central enabler of generative AI. ” Downgrades Power Solutions International ( PSIX ): Downgrade Hold to Sell by CAN Analyst . Q1 2026 results revealed severe operating leverage issues, with net income falling 62% despite only a 5% decline in net sales, while gross margin contracted to 22.9%. “ Now that we have Q1 2026 results, they showed a completely different picture from what I was expecting...Now we see that revenue is falling, EPS is going down, gross margin is weak, and the current situation does not seem to give a chance to any fast rebound that we would like to see. Sadly, the ...

格隆汇5月13日｜美国总统特朗普：将拭目以待与伊朗停火的事态发展。

Bloomberg Intelligence's Nathan Dean joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." The Senate Banking Committee released market structure bill text that will serve as the basis for the committee’s markup of the digital asset market Clarity Act. The committee meets this Thursday. (Source: Bloomberg)

Thx4Stock/iStock via Getty Images By Elior Manier The US dollar ( DXY ) saw a sharp correction after the fragile ceasefire began, but that downward trend has now completely stopped. With the peace narrative having stalled, it is clear that the FX market is taking a more realistic view of the US-Iran diplomatic talks than stock markets, which remain optimistic despite little real progress. Foreign exchange markets are focusing on energy prices instead of tech sector excitement, and are adjusting for geopolitical risks. The Petrodollar Trade - Oil and US Dollar Correlation - May 12, 2026 (Source: TradingView) After gaining against the US dollar in late March and early April, most major currencies are back to trading in a narrow range. Today, though, they are quickly reversing as WTI crude oil moves back above $100 with the recently souring narrative. The ongoing conflict and related economic challenges are supporting the US dollar. Although new reports suggest Iran may dilute its highly enriched uranium to 3.7% and 20% , overall diplomatic talks have stalled, and the uncertainty continues to disrupt energy supply chains while adding to the demand for the US dollar. Current Session's FX Performance - May 12, 2026 (Courtesy of Finviz) Along with the ongoing geopolitical uncertainty, a higher-than-expected inflation report has strengthened the US dollar - and make sure to stay logged in because there will be more reports for inflation coming up tomorrow ( PPI ). Today’s CPI showed headline inflation at 3.8% (compared to 3.7% expected) and core CPI at 2.8% (versus 2.6% forecast) - a huge rise, but not so surprising considering the explosion in gas prices. The strong inflation reading keeps suggesting that the Fed will keep rates as is (if not hiking!), putting pressure on other major currencies. US Morning Data (Source: MarketPulse Economic Calendar) We will look at the Dollar Index, EUR/USD, and GBP/USD to assess the current state of the FX market and where to look next....

格隆汇5月13日｜美国总统特朗普：封锁已取得成效。

格隆汇5月13日｜韩国工会：三星电子与韩国工会未能就薪酬协议达成一致。

格隆汇5月13日｜美国总统特朗普：我们正在大获全胜。

At $390, Alphabet (NASDAQ:GOOGL) finally earned its place alongside Nvidia (NASDAQ:NVDA) in the AI conversation is now trading its fortress balance sheet for the right to spend like a utility. Alphabet has the rare full stack. Search and YouTube remain two of the most-visited destinations online. Cloud is compounding at 63% growth on $20.03 billion in quarterly ... Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

Key PointsThomas J. Herzfeld Advisors sold 492,275 shares of BPRE in the first quarter; the estimated trade value was $7.78 million based on quarterly average prices.

格隆汇5月13日｜美国总统特朗普：巴基斯坦总理表现出色。

Zhanna Hapanovich/iStock via Getty Images Broad U.S. market indices declined during the quarter and dispersion was elevated across sectors. Investors grappled with the conflict in Iran and a related spike in energy prices, in addition to continued AI-related uncertainty. Against this volatile backdrop, energy stocks led the value index higher, while our portfolio declined and underperformed its value benchmark. The health care, financials, and technology sectors were the largest detractors from performance during the quarter. Medicare Advantage (MA) insurer Humana was the largest individual detractor after CMS (Centers for Medicare and Medicaid Services) proposed a disappointing preliminary MA rate update for 2027. Additionally, management projected rapid growth in its MA membership in 2026, which investors fear may reflect overly rich plan benefit design relative to peers. We view these risks as more timing-related than thesis-changing and added to our position on weakness. Within financials, despite reporting results that reflected a stable credit environment, credit card issuer Capital One declined, driven by fear that macroeconomic risk from the Iran conflict, coupled with AI’s potential to weigh on employment in the future, could pressure consumer credit quality. Leading IT services provider Cognizant ( CTSH ) was weak, despite reporting robust 4Q earnings with peer-leading organic growth, due to fears around AI disruption to the services industry more broadly. We continue to see these fears as overblown and added to our position on weakness. The industrials and energy sectors contributed positively to performance in the quarter. Commodity chemicals producer Dow ( DOW ) rallied as oil prices spiked, which is expected to tighten global polyethylene markets and benefit Dow due to its cost-advantaged footprint in North America. Semiconductor distributor Avnet ( AVT ) gained after reporting strong earnings and guidance driven by robust data center demand. Shares of...

Christophe Licoppe/iStock via Getty Images The EU is working to join a U.S.-led initiative aimed at securing supply chains for AI and semiconductors amid growing competition with China, Bloomberg News reported. The European Commission is exploring participating in the Pax Silica alliance, but discussions on the terms are ongoing, the report added , citing people with knowledge of the matter. Last year in December, the U.S.-led international initiative called Pax Silica was launched to secure and diversify supply chains for semiconductors, AI, and critical minerals. Signatories to the initiative include Australia, Finland, Greece, India, Israel, Japan, Norway, Qatar, Republic of Korea, Singapore, Sweden, The Philippines, United Arab Emirates, and the U.K. Taiwan is a non-signatory participant. Some EU officials remain uncertain about the initiative, but Sweden and Finland have already joined. The Commission sees participation as a way to avoid a fragmented European approach to the effort, the report noted. As part of the preparations, the Commission intends to send a senior official to the U.S. in the coming weeks. The EU officials are also discussing with France — the main holdout among major member states — the conditions and clarifications needed for the bloc to join, according to the report. The European Commission did not immediately respond to Seeking Alpha's request for comment. The talks on the initiative also come amid the EU and U.S. deepening cooperation on critical raw materials after China's use of export controls on rare earths and other minerals, the report added. The EU is working to finalize implementation of a trade deal reached with the U.S. last July amid U.S. President Donald Trump's threat to impose higher tariffs if the bloc does not meet its commitments in the coming weeks. The EU is also drafting a Chips Act II, which reportedly would allow the European Commission to invest directly in manufacturing. More on tech stocks STMicroelectronics N.V...

Calfrac Well Services Ltd. press release ( CFW:CA ): Q1 GAAP EPS of $0.19. Revenue of $305.4M. reported period-end long-term debt and net debt balances of $158.5 million and $157.1 million respectively, compared with $203.4 million and $196.8 million at December 31, 2025, reflecting the repayment of $45.0 million of principal during the quarter. reported Adjusted EBITDA of $50.1 million (16 percent) versus $55.3 million (15 percent) in the first quarter of 2025 due to lower revenue offset by improved operating results in North America resulting from improved cost management and greater utilization of active crews; More on Calfrac Well Services Ltd. Historical earnings data for Calfrac Well Services Ltd. Financial information for Calfrac Well Services Ltd.

格隆汇5月13日｜美国总统特朗普：（关于伊朗）只会达成一个“好协议”。

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Games The problem with GameStop’s bid to buy eBay is that it’s half cash, half stock. GameStop, a company with $9 billion of cash and a stock market capitalization of about $10 billion, wants to pay $28 billion of cash and $28 billion of stock for eBay, a company with a stock market capitalization of about $48 billion. Those numbers are current as of this morning but you shouldn’t take them too seriously; when we first talked about this proposed deal last week, GameStop’s market cap was about $12 billion and eBay’s was about $46 billion. The cash is more or less fine; GameStop’s Canadian bank is “highly confident” that it could raise the money. And the problem with the stock is not that a $10 billion company can’t issue $28 billion of stock: Technically GameStop can’t (it doesn’t have enough authorized shares ), but that is a solvable problem, and there is no general rule that a company can’t issue more shares than its current market value. If the stock market says you are worth $10 billion, but you want to issue stock to acquire a $28 billion asset, then your stock market value after the acquisition should be $38 billion, fine. The problem is that, in issuing $28 billion of stock to buy eBay, GameStop would essentially be issuing $28 billion of eBay stock. Current eBay shareholders would get shares of a combined GameStop/eBay that is almost all eBay. The enterprise value of eBay is something like $51 billion, including debt. The enterprise value of GameStop, meanwhile, is less than $10 billion, because it has $9 billion of cash. (It has about $4.4 billion of debt, for an enterprise value of about $5.7 billion.) You can think of GameStop’s $10 billion market capitalization as being made up of (1) $5 billion of net cash plus (2) $5 billion of GameStop. GameStop successfully converted its meme-stock status, over time, into actual cash, which is good. But if it gives eBay that cash in the acquisition, then you are combining a $5 billion video game retailer with a $51 b...

AMD & Intel Roll Out New Linux Updates For Today's Patch Tuesday Phoronix

Global crude reserves are rapidly depleting, pushing the world toward scarcity.

Image source: The Motley Fool. Monday, May 11, 2026 at 5 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

TAG Immobilien AG press release ( TAGOF ): Q1 EPRA NTA per share amounted to EUR 21.05 as of 31 March 2026, up from EUR 19.66 at the end of Q1 2025, representing a year-on-year growth of 7% despite challenging market conditions. FFO I in Q1 2026 rose to EUR 49.3M, a 10% increase compared to EUR 44.9M in Q1 2025. EBITDA from the total rental business increased to EUR 64.3M (up from EUR 62.8M year-on-year). L-f-l rental growth remained strong at 3.3% p.a. in Germany and 3.2% p.a. in Poland. Net income from sales in Poland reached EUR 15.0M, exceeding previous year levels and contributing to a total FFO II of EUR 63.8M for the quarter. More on TAG Immobilien AG TAG Immobilien AG (TAGOF) Q1 2026 Earnings Call Transcript TAG Immobilien AG 2026 Q1 - Results - Earnings Call Presentation TAG Immobilien AG (TAGOF) Q4 2025 Earnings Call Transcript TAG Immobilien AG reports FY results; reaffirms FY26 outlook Historical earnings data for TAG Immobilien AG

Albrecht Weinberg spent years teaching students about Nazi atrocities after being imprisoned at Auschwitz and Belsen Three Auschwitz survivors tell their stories Albrecht Weinberg, who survived a series of Nazi concentration and death camps and lost most of his family in the Holocaust before returning to Germany in his 80s, has died. Weinberg died in Leer, north-western Germany, weeks after his 101st birthday and the premiere of a film about his life, Es Ist Immer in Meinem Kopf (It Is Always in My Head). Continue reading...

Earnings Call Insights: Summit Midstream Corporation (SMC) Q1 2026 Management View "Summit reported first quarter 2026 adjusted EBITDA of $54.2 million, which was generally in line with expectations despite lower volumes and realized residue gas prices in the Arkoma," said President, CEO & Chairman J. Deneke, adding that "we continue to expect results to trend towards the midpoint of our original 2026 adjusted EBITDA guidance of $225 million to $265 million." Deneke emphasized commodity-linked activity sensitivity, stating, "roughly 80% of our well connects in 2026 are expected in crude oil-oriented basins," and added that "several of our Rockies customers have communicated that they are actively working on plans to attempt to accelerate activity into 2026 and increase overall activity levels in '27." On operations and contracting, Deneke said, "We connected 37 wells during the quarter," and highlighted Arkoma variability and a new pad’s early performance: "we did experience lower-than-expected well performance from 2 pads during the quarter" while "these 3 wells continue to ramp up but have already averaged approximately 50 million a day combined over the past couple of days since being turned in line." On Double E, Deneke said, "subsequent to the quarter end, we executed another 10-year take-or-pay processing agreement for 100 million a day of firm capacity, which is slated to start in the first half of '27," and added, "That brings our total contracted volumes on Double E to just over 1.7 Bcf a day," while the company seeks contracts "to support the previously announced 800 million a day midpoint compressor expansion project" and "make a final investment decision on the project this summer." Executive VP & CFO William Mault said, "Summit reported first quarter 2026 adjusted EBITDA of $54.2 million, distributable cash flow of $26.9 million and free cash flow of $11.4 million," and added, "We ended the quarter with $43.4 million of unrestricted cash and $116 millio...

Earnings Call Insights: Vestis Corporation (VSTS) Q2 fiscal 2026 Management view "Our results reflect continued momentum and disciplined execution against our business transformation plan" and "the quarter marked a meaningful inflection point for Vestis" with "our first year-over-year adjusted EBITDA growth in more than 2 years" and "our first improvement in operating leverage since becoming a public company" (CEO, President & Director James Barber). "When compared to the fiscal second quarter of 2025, on-time delivery improved by 270 basis points, plant productivity increased by 11% and customer complaints have declined by 4%" (CEO, President & Director Barber). "The year-over-year decline in revenue per pound has narrowed over the past several quarters, reaching flat in the second quarter, a first time since Vestis became a public company" and management said it is "enforcing pricing floors" and "exiting business that does not meet our return thresholds" (CEO, President & Director Barber). "During the quarter, we sold 2 inactive nonoperating facilities, generating $6.5 million in net proceeds that we used to repay debt" (CEO, President & Director Barber). "Revenue for the second quarter was approximately $659 million, down about $6 million or 0.9% year-over-year" and "revenue per pound in the second quarter was $1.37 per pound, flat both year-over-year and sequentially" (Interim Chief Financial Officer Adam Bowen). "Net income increased by $30.4 million to $2.6 million compared to a net loss of $27.8 million in the prior year" and "adjusted EBITDA for the quarter was $74.5 million with an adjusted EBITDA margin of 11.3%" (Interim CFO Bowen). Outlook "Today, we are raising our full year fiscal 2026 guidance for adjusted EBITDA and free cash flow" (Interim CFO Bowen). "We now expect adjusted EBITDA in the range of $295 million to $325 million" and "we now expect in-year benefits from our transformation to be approximately $50 million" (Interim CFO Bowen). "We now ex...

Earnings Call Insights: NET Power (NPWR) Q1 2026 Management View CEO Daniel Rice framed demand as driven by AI and “behind-the-meter power,” saying the market is now “governed by availability of power, not the cost of power,” and positioned NET Power’s West Texas approach as “a pathway to under $100 a megawatt hour.” CEO Rice emphasized that additional capital commitments hinge on commercial commitments, stating, “Before we move forward with committing any substantial amounts of capital to securing additional equipment, we need to ensure the customer demand is not just there, but is committed to our projects.” CEO Rice highlighted a potential demand constraint tied to the CO2 utilization pathway: “I can tell you, not everyone wants to be associated with oil production, and that's okay. But if no one wants to be associated with EOR... it's better that we learn that before we commit any additional capital to it.” President & COO Marc Horstman said NET Power has “engaged a strategic adviser to lead the formal offtake process for Project Permian Phase 1,” calling the offtake agreement “the gating condition for project financing.” Horstman detailed the project plan and structure: “Project Permian Phase 1 is the commercial deployment of the clean power product, 80 megawatts net output, greater than 90% CO2 capture... We continue to target FID in the second half of 2026 with commercial operation in early 2029.” CFO Ned Shuman said, “We ended the first quarter with approximately $319 million in cash and cash equivalents and no debt,” and added, “Our G&A burn is fairly low, roughly $8 million to $9 million per quarter.” Outlook Management reiterated schedule targets for Permian Phase 1, with Horstman stating, “We continue to target FID in the second half of 2026 with commercial operation in early 2029.” CFO Shuman reiterated cost and capital-stack targets tied to bankability, saying, “On project economics, the TIC target remains in the $475 million to $575 million range,” an...

GordonBellPhotography/iStock via Getty Images The last article noted the passing of the CEO of Simon Property Group ( SPG ), and the son, Eli Simon, became the new CEO. Normally I would adopt a wait and see attitude because new key senior managers need to develop their own record. Sometimes children inherit none (or at least not enough) of the gifts of the original founders of the company (or the past generation). But in this case the company has a whole lot of advantages that are conferred by location that are highly unlikely to disappear "overnight" that it's likely to be relatively safe to stay invested in a company that has a fantastic record. Economics As I write this, we received key inflation data. But that data (calculation) has been reworked (or the definition changed ) over time to include less and less of what the average person regards as inflation. Many of the reworking reasons are political, as in the data was reworked so other items that are part of the main budget that concerns voters do not bust the existing budget or have less influence on things involving voters. The key indicators are still indicators. Right now, there's considerable worry about those key indicators due to the Iranian situation. The consumer may be in for a rough time in the near- or mid-term future. Economics, for its part, has no timeline as part of its research. As a result, what we can say for sure is that pressure is building in a certain direction. Now whether that pressure will present itself at all or how it presents itself depends upon many things. In this case, necessities like food prices, gasoline prices, and other prices are causing consumer concern about the direction of the economy. As to when those concerns will be realized (on top of some prices that are already a high concern) is another matter entirely. Those of us that lived through the early 1970s were told that inflation did not happen; by then it was not going to happen. A similar story is making the rounds...