Amazon.com, Inc. (NASDAQ:AMZN) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer expects huge returns on the company’s data center investments, as he remarked: Data centers are about to give the believers extraordinary returns. I mean, unbelievable returns. The money’s worth it. We just can’t […]
Amazon.com, Inc. (NASDAQ:AMZN) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer expects huge returns on the company’s data center investments, as he remarked: Data centers are about to give the believers extraordinary returns. I mean, unbelievable returns. The money’s worth it. We just can’t […]
NVIDIA Corporation (NASDAQ:NVDA) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer noted that the company provides chips that are necessary for data centers and said: You need the chips, too. That means NVIDIA, of course, which started it all, remains the largest company on […]
NVIDIA Corporation (NASDAQ:NVDA) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer noted that the company provides chips that are necessary for data centers and said: You need the chips, too. That means NVIDIA, of course, which started it all, remains the largest company on […]
Microsoft Corporation (NASDAQ:MSFT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the company’s woes, as he remarked: It’s hard to see that because the other publicly traded companies in the data center race, Microsoft and Meta, seem at this point to be, well, […]
Microsoft Corporation (NASDAQ:MSFT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the company’s woes, as he remarked: It’s hard to see that because the other publicly traded companies in the data center race, Microsoft and Meta, seem at this point to be, well, […]
Closer Look Reveals April Jobs Report Was A Disaster, And AI Is Now Here To Take Your Job On the surface today's jobs report was very strong: headline payrolls came in nearly double the expected (115K vs 65K), with unemployment flat just so Trump's chief economist Kevin Hassett could push bullish taking points in today's TV circuit such as this one. *HASSETT: 'RIP-ROARING' JOBS MARKET Unfortunatel...
Closer Look Reveals April Jobs Report Was A Disaster, And AI Is Now Here To Take Your Job On the surface today's jobs report was very strong: headline payrolls came in nearly double the expected (115K vs 65K), with unemployment flat just so Trump's chief economist Kevin Hassett could push bullish taking points in today's TV circuit such as this one. *HASSETT: 'RIP-ROARING' JOBS MARKET Unfortunately, below the surface this was the ugliest jobs report in years, and one could say even more cooked than last month's laughable surge in jobs (which was revised from 178K to 185K). Here's why. First, while the Establishment survey showed an impressive 115K jump in jobs when virtually everyone was expecting a big drop, looking at the composition reveals two things: the biggest contributor was semi-government jobs from the Education and Health services category which added 46K, and has been the biggest, and only consistent source of jobs growth this decade. But even more remarkable was the surge in courier and messenger jobs, which soared by 38K in April, reversing the 52K drop last month. Was there a Doordash or Uber hiring binge that we missed last month? We thought they were mostly laying off their thousands of illegal alien workers... In other words, just two job categories accounted for almost all the job gains in April. As for the beating heart of the US economy, manufacturing jobs, they tumbled to -2,000 after surging 15,000 in March, the first negative print of 2026. Manufacturing jobs are now down 73K over the past year. Chemicals, Wood, and Machinery manufacturing are the biggest losers, but few subsectors are doing well But what is even more concerning, is that the entire base of the monthly print was put in doubt after the BLS reported that in April, the Birth/Death adjustment "added" 391K jobs, which as we have explained repeatedly are not actual jobs but a baseline for model assumptions what the number of jobs in a given month "should" be. One would think after a...
Orange juice futures surged in New York on an outlook for a weaker harvest of the fruit in Brazil, the world’s top exporter of the juice. The most-active orange juice contract rose as much as 5.8%, the biggest intraday jump in more than a week. Prices climbed by the exchange maximum of 10 cents, to $1.8320 per pound. Brazil is expected to harvest 255.2 million boxes of oranges in the upcoming 2026...
Orange juice futures surged in New York on an outlook for a weaker harvest of the fruit in Brazil, the world’s top exporter of the juice. The most-active orange juice contract rose as much as 5.8%, the biggest intraday jump in more than a week. Prices climbed by the exchange maximum of 10 cents, to $1.8320 per pound. Brazil is expected to harvest 255.2 million boxes of oranges in the upcoming 2026-27 season, a 13% decline compared with the past year, according to research group Fundecitrus. The predicted output will be roughly 15% below the average of the last decade, the group said Friday. Orange groves in Brazil’s main producing areas are still affected by the spread of a disease known as citrus greening. Fundecitrus also pointed to negative impacts of elevated temperatures last year that affected flowering, a crucial period that can determine how many fruits will later develop. The estimated average productivity is 697 boxes per hectare (2.5 acres), a 14% slump compared with the previous harvest. All varieties produced in Brazil showed a drop in yield. “The main factors affecting yields include the advance of citrus greening, the incidence of leprosis, the forecast of an El Niño event in the second half of 2026, and the trend towards a later harvest,” Fundecitrus said in a report. Read More: Florida Heads for Smallest Orange Crop in Nearly a Century Global orange juice markets have grappled with a significant decline in supplies due to citrus greening in Brazil and key grower Florida. While supplies have tightened significantly, shifting consumer habits and a slowdown in global demand have allowed futures to fall from a 2024 peak. Orange juice futures rose 5.8% to $1.8320 per pound as of 10:36 a.m. in New York Cotton rose 1.8% to 84.46 cents per pound Cocoa fell, and arabica coffee rose 0.5% to $2.7465 per pound
Siemens AG and other European tech companies have made headway on reshaping regulation for artificial intelligence in the European Union they say is putting them behind rivals in the US and China. The bloc, following broader lobbying efforts by industry, has now put forward a set of AI rules that differentiate between industrial and consumer applications on mitigating risks and ethically responsib...
Siemens AG and other European tech companies have made headway on reshaping regulation for artificial intelligence in the European Union they say is putting them behind rivals in the US and China. The bloc, following broader lobbying efforts by industry, has now put forward a set of AI rules that differentiate between industrial and consumer applications on mitigating risks and ethically responsible development of the technology. Siemens Chief Executive Officer Roland Busch last month warned his company would shift AI investments elsewhere unless the rules are changed. “This is urgently needed to unlock the growth potential of industrial AI made in Europe,” said Sarah Bäumchen, managing director of the German Electrical and Digital Industry Association. Read More: Siemens Warns EU’s AI Rules Will Deter Investment in Europe The EU Council presidency and European Parliament negotiators reached a provisional agreement on Thursday to streamline certain rules governing artificial intelligence as part of the block’s AI Act. Engineering equipment makers, for example, are now excluded since they already have to comply with the EU Machinery Regulation, obliging them to assess and address risks associated with autonomous systems. Siemens, which is prioritizing development of AI applications for industrial processes, warned most of the company’s €1 billion ($1.2 billion) industrial AI investment would flow into the US unless the framework is changed. The company, Germany’s most valuable company, is rolling out a growing suite of products for factory controls, software and automation. Tech companies including ASML Holding NV and SAP SE last month met with European Commission President Ursula von der Leyen amid concerns from business that the bloc’s competitiveness drive is falling short. “The EU institutions appear to have sent the right positive signal for a pragmatic and innovation-friendly approach to AI in machinery,” said Hartmut Rauen, who heads VDMA, Germany’s mechanical...
Earnings Call Insights: AerSale (ASLE) Q1 2026 Management View CEO Nicolas Finazzo said AerSale stayed focused on “disciplined acquisition and monetization of flight equipment and used serviceable material,” “expanding and optimizing our MRO capabilities,” and “building a recurring and more predictable revenue base through MRO services and leasing.” Finazzo highlighted leasing as a key driver, say...
Earnings Call Insights: AerSale (ASLE) Q1 2026 Management View CEO Nicolas Finazzo said AerSale stayed focused on “disciplined acquisition and monetization of flight equipment and used serviceable material,” “expanding and optimizing our MRO capabilities,” and “building a recurring and more predictable revenue base through MRO services and leasing.” Finazzo highlighted leasing as a key driver, saying, “Leasing demand remained a key driver of performance during the quarter, growing 57.9% compared to the prior year period,” and added, “We placed an additional Boeing 757 freighter aircraft into service, ending the quarter with 3 aircraft on lease and 1 additional aircraft under a letter of intent for lease.” Finazzo described a deliberate shift in how AerSale monetizes inventory, stating, “Partially offsetting the increased leasing revenue was a decrease in USM sales resulting from the internal consumption of engine material for our own engine builds,” and “we will achieve a higher value and total dollar margin consuming this material rather than selling as USM piece parts to third parties.” CFO Martin Garmendia said profitability rose on leasing and mix, stating, “Adjusted EBITDA for the quarter was $7.4 million or 10.4% of revenue compared to $3.2 million or 4.8% of revenue in the prior year period.” Outlook Management tied the 2026 plan to deploying more leased assets and ramping new MRO capacity, with Finazzo saying priorities include “the placement of the remaining 4 757 freighters during this year,” “filling available capacity across our MRO network,” and “improving overall operational profitability as recent expansion initiatives continue to gain scale.” Garmendia framed Millington and Aerostructures as expansion-driven growth levers, saying the company is on “a positive trajectory to exceed the incremental $50 million revenue expectations for our expansion initiatives with the expectation that margins will improve as we increase utilization of our additional ca...
Daenin Arnee/iStock via Getty Images By David W. Berson, Ph.D. Nonfarm payrolls increased by 115,000 for April, above market estimates of about 50,000. Upward revisions for March were modestly offset by downward revisions for February. The three-month average of employment changes is 48,000 — pretty close to most estimates of trend job growth. Negatively, the labor force participation rate slipped...
Daenin Arnee/iStock via Getty Images By David W. Berson, Ph.D. Nonfarm payrolls increased by 115,000 for April, above market estimates of about 50,000. Upward revisions for March were modestly offset by downward revisions for February. The three-month average of employment changes is 48,000 — pretty close to most estimates of trend job growth. Negatively, the labor force participation rate slipped further to 61.8 percent. Additionally, average hourly earnings rose by only 0.2 percent — below the inflation rate. The smaller and more volatile household survey showed that the U-3 unemployment rate was unchanged at 4.3 percent, while the broader U-6 rate (including measures of underemployment) jumped to 8.2 percent. This was 7.9 percent two months ago. Both the U-3 and U-6 unemployment rates are historically low. The job market continues to move ahead at trend rates or better, with unemployment remaining low. Given the current demographic and immigration situations, nonfarm payroll gains averaging around 50,000 per month and unemployment in the low-4 percent range should be expected. There is little in today's report that would spur the Fed to ease in the near term. And given the pickup in inflation (much driven by energy prices), the past two months of above-trend payroll gains could tilt the odds more toward tightening by the Fed rather than easing. Most likely, however, is unchanged Fed policy in the near term as monetary policymakers wait to see if events in the Middle East allow energy prices to move lower and the extent to which higher energy prices feed into other parts of the economy. Certainly, the job market data don't suggest the need for Fed easing. Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
The question for retirement-focused investors weighing Advanced Micro Devices (NASDAQ:AMD) against NVIDIA (NASDAQ:NVDA) is no longer abstract: which AI chip story belongs in a long-duration portfolio right now? AMD just printed the strongest quarter of its modern history, and the stock has responded violently. The case for owning AMD over NVIDIA in 2026 rests on ... AMD vs. NVDA: Which AI Chip Gia...
The question for retirement-focused investors weighing Advanced Micro Devices (NASDAQ:AMD) against NVIDIA (NASDAQ:NVDA) is no longer abstract: which AI chip story belongs in a long-duration portfolio right now? AMD just printed the strongest quarter of its modern history, and the stock has responded violently. The case for owning AMD over NVIDIA in 2026 rests on ... AMD vs. NVDA: Which AI Chip Giant Belongs in Your 10-Year Portfolio?