Should You Invest in Palantir Technologies (PLTR)? Insider Monkey

Nvidia stock opened in the green on Wednesday as Wall Street waited for the chip maker’s earnings to arrive after the stock market close. Shares were rising 0.7% to $222.05 in Wednesday morning trading, while the S&P 500 was up 0.

湖北省荆州市发布洪水黄色预警 超警水位将持续上涨 2026-05-20 21:51:57 来源： 同花顺7x24快讯 分享 湖北省荆州市水文水资源勘测局2026年5月20日16时57分发布洪水黄色预警：受近期强降雨影响，长湖水位持续上涨，5月20日16时长湖水位32.48米，截至5月20日21时长湖水位32.53米，超警戒水位(32.50米)0.03米，水位仍将持续上涨，湖北省荆州市水文水资源勘测局将洪水预警由蓝色升级为黄色。提请荆州市荆州区、沙市区，荆门市沙洋县，潜江市长湖沿岸居民、社会公众、各级防汛部门和有关单位及时做好防御工作，以减轻洪水灾害损失。(央视新闻)

Samsung Elec's South Korean labour union to vote on tentative pay plan -union Reuters

Cambodian police recently raided Phnom Penh’s Prince Plaza over suspected telecom fraud operations, detaining more than 100 people, including 82 Chinese nationals. Photo: The Phnom Penh Post Authorities are intensifying their crackdown on an alleged multibillion-dollar online scam empire, with Cambodian police raiding a Phnom Penh complex linked to Prince Group and a Hong Kong court freezing assets tied to its founder, Chen Zhi. On May 16, Cambodian police and anti-cybercrime authorities raided two buildings at Phnom Penh’s Prince Plaza, The Phnom Penh Post reported. The operation detained 104 people from seven countries — including 82 Chinese and one Vietnamese national — on suspicion of directing telecom fraud. Another 21 individuals were held on suspicion of illegal detention.

Douglas Rissing AI has the potential to support the financial health of U.S. consumers, according to Federal Reserve Board Governor Michael Barr. "It seems to me that businesses using AI have the potential to help support financial health. Better understanding of customers' behavior can lead to offering targeted financial advice and identifying vulnerable customers before they fall into a crisis," said the Fed governor. "AI can also help businesses provide services that are targeted to what consumers really need, potentially at lower costs as well," added Barr. Barr was speaking on "Consumer Financial Health Metrics" before the Financial Health Network EMERGE Financial Health 2026 Conference. He identified certain challenges in financial health metrics realizing their full potential. The challenges include developing measurement standards, tension between data access and privacy, the need to maintain methodological rigor, and helping consumers use financial health data. "Focusing on metrics alone is not enough," he said. "To be effective, financial health metrics must be paired with products that meet the needs of lower-income households." "We have the data infrastructure, analytical tools, and behavioral insights to measure and meaningfully improve financial health at scale. The question is not whether to embrace these tools, but how to ensure they deliver on their promise," noted Barr. " Consumer protection plays a vital role in promoting financial health by ensuring that individuals are treated fairly, transparently, and ethically in the marketplace," said Barr. "Strong protections help prevent deceptive practices, hidden fees, and predatory lending, all of which can undermine personal financial stability," he noted, adding that consumer protection is part of the Fed's mission. Related ETFs: ( XLP ), ( XLY ), ( VDC ), ( VCR ), ( FDIS ), ( CHIQ ), ( FSTA ), ( IYK ), ( MILN ), ( IYC ), ( KXI ), ( WANT ), ( FXG ), ( RXI ), ( FXD ), ( SCC ), ( PSCC ), ( UCC ), ( PSL ...

格隆汇5月20日｜三星工会领导：因引发公众担忧向大家道歉，将尽全力稳定三星的劳动关系。

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Falcon Oil & Gas Ltd. press release ( FO:CA ): Q1 GAAP EPS of $0.00. More on Falcon Oil & Gas Ltd. Historical earnings data for Falcon Oil & Gas Ltd. Financial information for Falcon Oil & Gas Ltd.

Andrii Dodonov/iStock via Getty Images Welcome to The Muni Brief, a series on municipal credit and markets. In each installment, Senior Municipal Strategist James Colby examines current events, policy developments, and fiscal trends through the lens of the muni investor — covering topics both local and national. This is the first edition. NYC's Pied-à-Terre Tax: A Signal Worth Watching, Not a Solution New York City is facing one of the most significant fiscal challenges in recent memory. The NYC Comptroller has projected a $2.2 billion budget shortfall for FY2026, growing to a $10.4 billion gap in FY2027 (Source: New York City Comptroller, January 2026). That is a two-year deficit of roughly $12.6 billion. Into that context steps the pied-à-terre tax. What Is The Pied-à-Terre Tax? The proposal would levy an annual surcharge on condos, co-ops, and 1-3 family homes valued above $5 million where the owner maintains a primary residence outside New York City. Governor Hochul estimates approximately 13,000 properties would qualify. The city projects $500 million in annual revenue (Source: New York State Government, April 2026). Even at the $500 million headline figure, the pied-à-terre tax covers less than 5% of the projected two-year gap. At the more realistic $340 to $380 million range, the contribution is smaller still. NYC Budget Gap: Potential Revenue Falls Short Source: NYC Comptroller Office as of 01/16/26. What The Pied-à-Terre Tax Tells Muni Investors This is not a deficit solution. It is an incremental revenue measure in a city that is reaching for every available lever. For muni investors, NYC remains one of the largest and most liquid issuers in the market, with GO bonds and agency paper touching virtually every corner of the muni universe. The incremental yield delivered by NYC issues remains valuable as a portfolio building block. Final Thoughts Since this commentary was drafted, Mayor Mamdani has released his FY2027 executive budget, closing the near-term g...

If you had bought shares of MP Materials (MP 1.77%) last May, when the rare-earth miner was trading around $20 a pop, you would have been joyously rewarded in early July. On July 15, MP announced two big partnerships, one with the Department of Defense, the other with Apple. Shares jumped to roughly $60 on the heels of that news. Fast-forward to May 2026, and MP Materials, though posting revenue beats and maintaining a positive outlook, is trading at basically the same price as that mid-July high. Expand NYSE : MP MP Materials Today's Change ( -1.77 %) $ -0.97 Current Price $ 53.96 Key Data Points Market Cap $9.8B Day's Range $ 53.58 - $ 56.97 52wk Range $ 18.64 - $ 100.25 Volume 57K Avg Vol 5.9M Gross Margin 8.12 % What gives? Is $60 a share MP's ceiling, or are investors overlooking a diamond in the rough? The narrative around MP Materials' strategic importance might be shifting MP Materials currently operates the only active rare-earth mine in the U.S. -- the Mountain Pass mine in California. It's also the only company in a position today to supply U.S. companies with rare-earth magnets grown on American soil. These "magic" magnets power everything from electric vehicles to medical imaging devices, laptops, and missiles. They're also largely imported from China, which has made the U.S. uncomfortably dependent on a nation it considers an economic adversary. That last part has been crucial to MP's stock performance. When the Department of Defense invested $400 million in MP last July, the stock gained 50% in a single day (it would end up gaining 100% over the next week). Likewise, MP had its strongest performance ever in October 2025, around when China imposed strict restrictions on rare-earth metals. So long as MP's business is wrapped up in national security issues, the company seems insulated from the typical boom-and-bust cycles of mining stocks. But that, of course, is also the risk of a policy-driven stock. If relations between the two nations change, as, ind...

Key Points MP Materials stock rose sharply in 2025 after two huge partnerships with the Department of Defense and Apple. MP's stock performance is tied to geopolitical policy, such as China's tight control over rare-earth metals. 10 stocks we like better than MP Materials › If you had bought shares of MP Materials (NYSE: MP) last May, when the rare-earth miner was trading around $20 a pop, you would have been joyously rewarded in early July. On July 15, MP announced two big partnerships, one with the Department of Defense, the other with Apple. Shares jumped to roughly $60 on the heels of that news. Fast-forward to May 2026, and MP Materials, though posting revenue beats and maintaining a positive outlook, is trading at basically the same price as that mid-July high. 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 » What gives? Is $60 a share MP's ceiling, or are investors overlooking a diamond in the rough? The narrative around MP Materials' strategic importance might be shifting MP Materials currently operates the only active rare-earth mine in the U.S. -- the Mountain Pass mine in California. It's also the only company in a position today to supply U.S. companies with rare-earth magnets grown on American soil. These "magic" magnets power everything from electric vehicles to medical imaging devices, laptops, and missiles. They're also largely imported from China, which has made the U.S. uncomfortably dependent on a nation it considers an economic adversary. That last part has been crucial to MP's stock performance. When the Department of Defense invested $400 million in MP last July, the stock gained 50% in a single day (it would end up gaining 100% over the next week). Likewise, MP had its strongest performance ever in October 2025, around when China imposed strict restrictions on rare-earth meta...

Key Points The Clarity Act may pass this year, which would be a big milestone for the crypto industry. If interest rates don't come down, however, XRP and other cryptocurrencies may continue to struggle. 10 stocks we like better than XRP › It wasn't all that long ago that it looked like XRP (CRYPTO: XRP), one of the leading cryptocurrencies in the world, might be heading for $4 and higher. After the U.S. election, when enthusiasm around crypto was high, XRP's value shot up to more than $3. Today, however, it struggles to even stay above $1.50. Crypto reform could reenergize investors and send XRP much higher, but so far, there hasn't been a catalyst to give it a significant boost. But with the Clarity Act making progress and passing the Senate Banking Committee recently, there is some hope out there. 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 » Down 26% this year, which is more likely: XRP soaring on positive crypto news and reaching $3 again, or its freefall continuing and it falling to $1 or lower? Here's where I see the cryptocurrency going this year. Why the passing of the Clarity Act may not be enough for XRP to take off If the Clarity Act passes this year, which is by no means a certainty, it'll be a great development for the broader crypto industry, as the bill will create an important framework around how cryptocurrencies should be regulated. But arguably a much more important factor is what happens with interest rates. There's a new Fed chair with Kevin Warsh taking over from Jerome Powell, and there's plenty of doubt about what will happen with interest rates. If they end up coming down, as the president has been pushing for, that could lead to greater speculation and risk-taking in the markets. But with inflation being on the rise recently, there's the danger that an interest rate hi...

The Building Blocks Of A Global Stagflationary Shock Are Falling Into Place By Peter de Groot, Head of Macro Strategy at Rabobank The Inflation Regime That Doesn't Fade As we noted at the outset of the Gulf conflict, history rarely repeats – but it often rhymes. The closure of the Strait of Hormuz is increasingly revealing a familiar pattern: the building blocks of a global stagflationary shock are falling into place. A closer look across inflation indicators in advanced economies shows a clear and consistent structure. The upstream impact has been immediate and forceful – exactly as expected in an energy-driven shock. The surge in oil and gas prices has translated into sharp increases in petroleum products such as diesel, and into key industrial inputs like sulphur and fertilisers. Producer price expectations – particularly in energy-intensive sectors such as chemicals, base metals, and wood – have risen rapidly, in many cases outpacing the (initial) post-Covid surge. European industrial surveys point to strong repricing at the start of the production chain. But further downstream, the picture is more nuanced, for now. While higher input costs are being passed through, the degree of transmission appears more muted than during the inflation surge of 2021–2022. Initial producer price data suggest that firms are adjusting prices, but not with the same breadth or intensity yet. Part of this may be timing – pass-through is always gradual – and whilst the gap between sharply rising price expectations and more modest realized price increases is notable, this could also point to more significant price hikes in the months ahead. At the consumer level, the divergence is clearer. Inflation has responded, but the impulse remains concentrated in energy and energy-related components . Headline CPI prints have broadly matched expectations, and in some cases even surprised to the downside. Core inflation has remained contained . However, the same sort of slow transmission was seen...

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格隆汇5月20日｜据央视，广西柳州市防汛抗旱指挥部5月20日发布公告：据柳州水文中心预报，柳江柳州水文站水位将于5月20日21时前后涨至79.2米（亲水平台水位），水位仍将持续上涨，预计于21日8时前后出现81.0米（警戒水位82.5米）左右的洪峰水位。

‘The couple had been told the church was likely to be under water on their wedding day. But they were from an area of the Philippines prone to flooding – and stuck to their plan’ I’ve been working as a photographer for the Associated Press bureau in Metro Manila for nearly 30 years, and in that time floods in the Philippines have become increasingly common. One day last July, I returned to the office after a morning spent in my waders, photographing the after-effects of a monsoon that had flooded much of Manila and the surrounding areas. While I was having lunch and drying out, I got a message from a photographer friend on assignment in Bulacan, the next province. She’d been shooting at Barásoain Church, a historic building that was flooded, and as she’d made to leave, someone had said: “Don’t you want to wait for the wedding?” It was hard to believe people were getting married in those conditions, but she told me the ceremony was due to start at three, which gave me an hour to get there. Even in ideal conditions it would have taken at least 40 minutes, but I jumped in a car with the AP driver and we made it to within a kilometre or two of the church, by which point the water was too deep to continue. Continue reading...

Apple (AAPL) is heading into WWDC with a clear AI push, including a full Siri overhaul, new iOS 27 and iPadOS 27 tools, and Apple Intelligence powered accessibility features across its hardware lineup. The WWDC build up comes on top of a strong run, with the share price at US$298.97 after a 10.6% 30 day share price return. The 1 year total shareholder return of 45.1% indicates that momentum has been building rather than fading. If Apple’s AI push has your attention, it can be worth seeing what else is moving in the space by scanning With Apple at US$298.97, only about 3% below the average analyst price target of US$308.07 and trading after a 45.1% 1 year total return, investors may question whether there is still a buying opportunity or whether future growth is already priced in. Advertisement Most Popular Narrative: 8.7% Overvalued Compared with the latest close at $298.97, the most followed narrative pegs Apple’s fair value at $275, implying a modest premium at today’s price. As of April 12, 2025, Apple Inc. (AAPL) is navigating a complex landscape marked by significant challenges and resilient strengths. The stock has experienced a substantial decline, dropping nearly 35% from its peak, primarily due to the imposition of steep U.S. tariffs on Chinese imports, which have reached up to 145%. Given that approximately 90% of iPhones are assembled in China, these tariffs pose a considerable threat to Apple's profit margins. Analysts estimate that the cost of an iPhone could surge from $1,199 to approximately $2,150 if these tariffs are fully passed on to consumers. In response, Apple is actively seeking tariff exemptions and accelerating its production shift to countries like India and Vietnam to mitigate these impacts. Curious how this tariff shock still results in a premium valuation? The narrative leans heavily on resilient profits, expanding services and a richer earnings multiple. The key assumptions are worth a closer look. Result: Fair Value of $275 (OVERVALUED...

The AI chip giant said its new Vera CPUs open a “market we have never addressed before.” The Nvidia logo appears on a mobile phone, and a stock market graph is on a laptop screen in the background. (Photo by Firdous Nazir/NurPhoto via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Nvidia reported blowout first-quarter results on Wednesday, powered by robust demand for its AI data center chips. Starting Q1, Nvidia will break down data center revenue into two subgroups: hyperscalers and ACIE (AI Clouds, Industrial, and Enterprise). CEO Jensen Huang said the company sees upside beyond its previously discussed $1 trillion revenue forecast for 2025 to 2027. AI chip giant Nvidia reported another blowout quarter on Wednesday, signaling that demand for AI chips remains robust amid a massive global data center buildout. However, the beat was not big enough for Wall Street, sending the company's shares down more than 1% in after-hours and overnight trading. However, Nvidia showed it is expanding deeper into new customer and product categories and widening its total addressable market, countering, for now, the bearish view that its blistering growth pace would eventually slow. Read Next Loading... Loading... The company expanded sales to smaller cloud firms and AI operators and began reporting revenue separately from customers outside the hyperscaler group, which includes Amazon, Microsoft, and Alphabet. Sales to those customers were roughly equal to those of the large cloud players, but grew faster quarter-over-quarter. Nvidia also said that as AI workloads continue to transition from CPU to GPU-based accelerating computing, it is aggressively eyeing the market through its recently launched Vera CPUs and sees at least $20 billion in sales this year. CEO Jensen Huang said the company sees upside beyond its previously discussed $1 trilli...

格隆汇5月20日｜ARM大涨10%，英特尔涨超6%，AMD涨超4%。

三星电子劳资谈判结束 工会决定暂缓罢工 2026-05-20 21:49:21 来源： 同花顺7x24快讯 分享 当地时间20日深夜，当天下午再度重启的三星电子劳资谈判结束。三星电子工会一方表示，原定于21日开始进行的大罢工暂缓，工会内部将针对劳资谈判协议暂定方案进行投票，后续行动将视投票结果决定。(央视新闻)

Image source: The Motley Fool. Tuesday, May 19, 2026 at 5 p.m. ET Call participants Chairman and Chief Executive Officer — Robert D'Loren Chief Financial Officer — James Haran Vice President, Corporate Development and Investor Relations — Seth Burroughs Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $1.1 million, a decrease from $1.3 million, largely due to HSN’s transition to a new apparel supplier for the C. Wonder and Christie Brinkley brands, which disrupted inventory and reduced wholesale shipments. -- $1.1 million, a decrease from $1.3 million, largely due to HSN’s transition to a new apparel supplier for the C. Wonder and Christie Brinkley brands, which disrupted inventory and reduced wholesale shipments. Adjusted EBITDA loss -- Approximately $700,000, flat compared to the prior year quarter, with management confirming $100,000 in nonrecurring expenses this period. -- Approximately $700,000, flat compared to the prior year quarter, with management confirming $100,000 in nonrecurring expenses this period. Net income (loss) -- Net loss of $2.5 million, or $0.42 per share, improved from a net loss of $2.8 million, or $1.18 per share, reflecting narrower losses driven by cost reductions. -- Net loss of $2.5 million, or $0.42 per share, improved from a net loss of $2.8 million, or $1.18 per share, reflecting narrower losses driven by cost reductions. Non-GAAP net loss -- Approximately $1.4 million, or $0.24 per share, versus a non-GAAP net loss of roughly $1.4 million, or $0.58 per share, previously. -- Approximately $1.4 million, or $0.24 per share, versus a non-GAAP net loss of roughly $1.4 million, or $0.58 per share, previously. Direct operating expenses -- $2.1 million, down from $2.3 million, credited by management to 2025 payroll and benefit reductions. -- $2.1 million, down from $2.3 million, credited by management to 2025 payroll and benefit reductions. Cash position -- Unrestricted cash was $0.2 million, with $1.1 m...

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the first quarter of 2026. A copy of the letter is available to download here. The fund reported -13.09% in the first quarter, lagging the MSCI ACWI Index Net's -3.20% return. Stock selection in the financials and information technology sectors contributed positively to relative performance. The Firm maintained a long-term investment strategy, concentrating on high-quality businesses with sustainable competitive advantages and profitable growth when available at discounts to intrinsic value. Please review the Fund’s top five holdings to gain insights into their key selections for 2026. In its first-quarter 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Tesla, Inc. (NASDAQ:TSLA). Tesla, Inc. (NASDAQ:TSLA) is a global leader in manufacturing of electric vehicles and energy generation and storage systems, and also focuses on actively investing in AI technologies and robotics. On May 19, 2026, Tesla, Inc. (NASDAQ:TSLA) closed at $404.11 per share. One-month return of Tesla, Inc. (NASDAQ:TSLA) was 4.28%, and its shares gained 20.77% over the past 52 weeks. Tesla, Inc. (NASDAQ:TSLA) has a market capitalization of $1.52 trillion. Loomis Sayles Global Growth Fund stated the following regarding Tesla, Inc. (NASDAQ:TSLA) in its Q1 2026 investor letter:

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the first quarter of 2026. A copy of the letter is available to download here. The fund reported -13.09% in the first quarter, lagging the MSCI ACWI Index Net's -3.20% return. Stock selection in the financials and information technology sectors contributed positively to relative performance. The Firm maintained a long-term investment strategy, concentrating on high-quality businesses with sustainable competitive advantages and profitable growth when available at discounts to intrinsic value. Please review the Fund’s top five holdings to gain insights into their key selections for 2026. In its first-quarter 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Tesla, Inc. (NASDAQ:TSLA). Tesla, Inc. (NASDAQ:TSLA) is a global leader in manufacturing of electric vehicles and energy generation and storage systems, and also focuses on actively investing in AI technologies and robotics. On May 19, 2026, Tesla, Inc. (NASDAQ:TSLA) closed at $404.11 per share. One-month return of Tesla, Inc. (NASDAQ:TSLA) was 4.28%, and its shares gained 20.77% over the past 52 weeks. Tesla, Inc. (NASDAQ:TSLA) has a market capitalization of $1.52 trillion. Loomis Sayles Global Growth Fund stated the following regarding Tesla, Inc. (NASDAQ:TSLA) in its Q1 2026 investor letter:

格隆汇5月20日｜美国总统特朗普：我现在在以色列的支持率是99%。我可以竞选总理，所以也许等我做完这件事，我就去以色列竞选总理。

Source: Bloomberg, 5:46

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koyu/iStock via Getty Images I previously rated Sandisk ( SNDK ) as a Hold in January 2026, attributed to the uncertainty heading into FQ2'26 earnings call. In this article, I shall discuss why SNDK remains a Hold despite the more attractive growth prospects, attributed to the pulled forward upside potential to my fair value estimates. SNDK Proves Their AI Beneficiary Status SNDK 1Y Stock Price (Trading View) 1. Durability Of AI Trade Since my last Hold rating, SNDK has proven my prior Hold rating wrong, as the bulls also defended the stock's impressive upward momentum by +256.45% compared to the wider market at +6.6%. Much of their tailwinds are attributed to the reiterated durability of AI compute demand by numerous hyperscalers during the ongoing Q1'26 earnings season, with it directly contributing to the multi-billion dollar data center capex trends over the next few years. The same has been highlighted by numerous logic/memory/storage chip designers, with demand currently being gated by supply as similarly observed in the " very long lead times " for critical components. These have contributed to the suppliers' notably higher pricing power, as hyperscalers opt to absorb higher prices in their rush to bring more compute capacity online, as similarly observed in Microsoft's ( MSFT ) FY2026 capex guidance: For calendar year 2026, we expect to invest roughly $190 billion in capital expenditures, which includes approximately $25 billion from the impact of higher component pricing . ( Seeking Alpha ) 2. FQ3'26 Numbers Discussed The same has been reported by SNDK in the recent FQ3'26 earnings call, with the growing bits shipments at higher prices already contributing to the excellent metrics across: the revenues of $5.95B (+97% QoQ/+252% YoY), the richer adj gross margins of 78.4% (+27.3 points QoQ/+55.7 YoY), and the adj EPS of $23.41 (+277.5% QoQ/+7,903.3% YoY). Their multi-year AI beneficiary status may also be observed in the newly announced, multi-year Remaining ...

光大證券：AI需求和製造迴流帶動運營改善 維持中芯國際(00981)“買入”評級 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

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