Image: AMD AMD is said to be working on another addition to its Ryzen 7000 series lineup in the form of the Ryzen 7700X3D. It’s been three years since the launch of the Ryzen 7 7800X3D, and it sounds as if a more affordable X3D part is on the way. The latest rumor from industry info leaker Chi11eddog (via VideoCardz) states that the 8-core / 16-thread processor will feature 96 MB L3 cache, similar...
Image: AMD AMD is said to be working on another addition to its Ryzen 7000 series lineup in the form of the Ryzen 7700X3D. It’s been three years since the launch of the Ryzen 7 7800X3D, and it sounds as if a more affordable X3D part is on the way. The latest rumor from industry info leaker Chi11eddog (via VideoCardz) states that the 8-core / 16-thread processor will feature 96 MB L3 cache, similar to the Ryzen 7 7800X3D. It reportedly will be clocked lower at 4.0 GHz base / 4.5 GHz boost vs 4.2 GHz base / 5.0 GHz than the aforementioned Ryzen 7 7800X3D, and with a 120W TDP. R7 7700X3D, 120W, 8C16T, 96MB L3 cache, 4.5/4.0GHz. 🧐🧐 — chi11eddog (@g01d3nm4ng0) May 19, 2026 If accurate, this release would somewhat follow similar release patterns of past X3D parts. AMD first debuted its X3D lineup with the AM4 Ryzen 7 5800X3D in 2022 and then followed up with a more budget-friendly version in the form of the Ryzen 7 5700X3D in 2024. The Ryzen 7 5700X3D launched at $200 less than the flagship at $249 and retained much of the performance strengths of the Ryzen 7 5800X3D and was very popular among PC enthusiasts seeking to keep build costs low. The Ryzen 7 7700X3D could be a perfect fit for those seeking to upgrade or build a new AM5-based system if the price follows a similar pattern to what AMD did before with its Zen 3 chips. It’s a foregone conclusion that consumers are being squeezed tight with the costs of memory and storage, so if AMD can launch the Ryzen 7 7700X3D for around $200 less than the Ryzen 7 7800X3D, at $249, that could offset some build costs. Doing so could also help motherboard manufacturers who are seeing a slump in sales, again, thanks to the ongoing chip shortages. It’s possible that with Computex right around the corner, AMD may officially announce this processor soon. Join the discussion in The FPS Review Forums...
akinbostanci/E+ via Getty Images Introduction Micron Technology's ( MU ) stock has already grown by more than 700% in last one year. The company operates in the cyclical industry, and overall financial performance also reflects the cyclical nature of the business. After looking at the 700% growth in just one year, anyone would start thinking that investors are making a classic mistake of buying th...
akinbostanci/E+ via Getty Images Introduction Micron Technology's ( MU ) stock has already grown by more than 700% in last one year. The company operates in the cyclical industry, and overall financial performance also reflects the cyclical nature of the business. After looking at the 700% growth in just one year, anyone would start thinking that investors are making a classic mistake of buying the cyclical companies at their peak. Because many times, valuation wise, cyclical companies look cheap at the peak. Seeking Alpha However, I don’t think that should even be a question right now. The reason behind it is that the overall memory industry is going through a structural change. I believe that the cyclicality still exists, but due to the changing demand dynamics in the end market, the overall intensity of the downcycles will be different compared to the previous one. Micron Technology is also benefiting from the changing demand dynamics. I think right now we should only care about where we are in the current cycle, how long the cycle will persist and whether the street is overestimating the structural change. What is Micron Technology? Micron Technology is vertically integrated and present at nearly the entire memory semiconductor value chain. By vertically integrate, I mean the company designs memory chips, manufactures them in its own manufacturing capacity and packages and integrates them into solutions to sell to OEMs, cloud companies and enterprise customers. Counterpoint Research The company operates in the oligopolistic industry. I have explained the overall nature of the industry in my industry report on memory chips. But, for those who haven’t read that report, I will explain in brief why the overall industry is oligopolistic. The new entrants require tens of billions in capital, advanced process expertise, IPs, and supply chain relationships to start a business. As a result, only a few players dominate the industry. The company's main products are DRAM, N...
akinbostanci/E+ via Getty Images Introduction Micron Technology's ( MU ) stock has already grown by more than 700% in last one year. The company operates in the cyclical industry, and overall financial performance also reflects the cyclical nature of the business. After looking at the 700% growth in just one year, anyone would start thinking that investors are making a classic mistake of buying th...
akinbostanci/E+ via Getty Images Introduction Micron Technology's ( MU ) stock has already grown by more than 700% in last one year. The company operates in the cyclical industry, and overall financial performance also reflects the cyclical nature of the business. After looking at the 700% growth in just one year, anyone would start thinking that investors are making a classic mistake of buying the cyclical companies at their peak. Because many times, valuation wise, cyclical companies look cheap at the peak. Seeking Alpha However, I don’t think that should even be a question right now. The reason behind it is that the overall memory industry is going through a structural change. I believe that the cyclicality still exists, but due to the changing demand dynamics in the end market, the overall intensity of the downcycles will be different compared to the previous one. Micron Technology is also benefiting from the changing demand dynamics. I think right now we should only care about where we are in the current cycle, how long the cycle will persist and whether the street is overestimating the structural change. What is Micron Technology? Micron Technology is vertically integrated and present at nearly the entire memory semiconductor value chain. By vertically integrate, I mean the company designs memory chips, manufactures them in its own manufacturing capacity and packages and integrates them into solutions to sell to OEMs, cloud companies and enterprise customers. Counterpoint Research The company operates in the oligopolistic industry. I have explained the overall nature of the industry in my industry report on memory chips. But, for those who haven’t read that report, I will explain in brief why the overall industry is oligopolistic. The new entrants require tens of billions in capital, advanced process expertise, IPs, and supply chain relationships to start a business. As a result, only a few players dominate the industry. The company's main products are DRAM, N...
Welcome to our guide to the commodities driving the global economy. Today, reporter Priscila Azevedo Rocha assesses Europe’s efforts to shore up gas inventories just as the Middle East crisis keeps huge volumes off the market. The Iran war has sent European natural gas prices soaring. That puts massive pressure on traders as they enter the key months of the region’s stockpiling season, when nation...
Welcome to our guide to the commodities driving the global economy. Today, reporter Priscila Azevedo Rocha assesses Europe’s efforts to shore up gas inventories just as the Middle East crisis keeps huge volumes off the market. The Iran war has sent European natural gas prices soaring. That puts massive pressure on traders as they enter the key months of the region’s stockpiling season, when nations need to be snapping up gas to replenish inventories for winter. With the conflict effectively shutting down the Strait of Hormuz, the risk of near-term supply disruption has pushed summer gas prices above winter, making it unprofitable to store the fuel. And Europe’s largest gas market, in particular, is lagging behind. Germany’s storage tanks are the region’s biggest by far but are currently less than 30% full, with traders reluctant to buy gas at these levels. And yet the government seems sanguine about being ready on time. “We are pretty confident that even if the spread is bad at the moment, there will be enough gas in the storages in the upcoming winter,” Sebastian Kemper , the head of Germany’s gas market manager, said in an interview this week. That confidence is likely shaped by last year’s experience. After emerging from winter with heavily depleted inventories, speculation that the government would step in triggered sharp price swings and made refilling even less profitable. The government stayed on the sidelines and, ultimately, storage recovered just fine. But this year could be different because global flows have been severely tightened by the war and the shutdown of Hormuz , which has kept a significant chunk of Middle Eastern output locked up in the Persian Gulf. Countries such as France and Italy have taken note, both recently introducing incentives to spur injections into storage. Berlin continues to resist such measures. A supply shortfall in Germany — whose vast underground caverns make it a major regional hub — would reverberate across the continent, t...
TLDR China banned Nvidia’s RTX 5090D V2 gaming chip, according to the Financial Times The ban was added to a customs list of prohibited goods during the Trump-Xi summit Nvidia CEO Jensen Huang was present at the summit The chip was originally designed for Chinese gamers but was also being used by AI developers Nvidia is set to report fiscal Q2 earnings, with analysts expecting $1.77 EPS on $78.97B...
TLDR China banned Nvidia’s RTX 5090D V2 gaming chip, according to the Financial Times The ban was added to a customs list of prohibited goods during the Trump-Xi summit Nvidia CEO Jensen Huang was present at the summit The chip was originally designed for Chinese gamers but was also being used by AI developers Nvidia is set to report fiscal Q2 earnings, with analysts expecting $1.77 EPS on $78.97B revenue China quietly banned one of Nvidia’s gaming chips while President Trump and CEO Jensen Huang were both in the country for high-level talks. The Financial Times reported Friday that the RTX 5090D V2 was added to a list of banned goods at China’s customs checkpoint. The outlet cited two people with knowledge of the matter. Nvidia stock (NVDA) is down 0.77% on the news. NVIDIA Corporation, NVDA The RTX 5090D V2 was unveiled last August. It was specifically designed to comply with U.S. export control rules while still serving China’s gaming market. Despite being marketed as a gaming chip, AI developers had been using it to access Nvidia’s Blackwell-based architecture — a workaround that may have caught Beijing’s attention. Huang was part of the itinerary during the Trump-Xi summit, making the timing of the ban particularly eyebrow-raising. Nvidia did not immediately respond to a request for comment. What Huang Said This Week Speaking on Bloomberg TV earlier this week, Huang struck an optimistic tone on China access. “My sense is that over time, the market will open,” he said. That comment now sits in a different light following the chip ban report. Earnings on Deck All of this comes right before a major earnings print. Nvidia is set to report fiscal second-quarter results after the closing bell. Analysts expect earnings of $1.77 per share. Revenue is projected at $78.97 billion. The RTX 5090D V2 ban adds a fresh layer of uncertainty heading into that report, particularly around China revenue exposure.
Investors often view gold as a hedge against equity market volatility. While the broad-market State Street SPDR S&P 500 ETF Trust (SPY 0.71%) represents the core of many portfolios by tracking the 500 largest U.S. companies, SPDR Gold Shares (GLD 1.66%) offers a low-correlation alternative to equities, providing higher recent returns and lower volatility focuses solely on the price of gold bullion...
Investors often view gold as a hedge against equity market volatility. While the broad-market State Street SPDR S&P 500 ETF Trust (SPY 0.71%) represents the core of many portfolios by tracking the 500 largest U.S. companies, SPDR Gold Shares (GLD 1.66%) offers a low-correlation alternative to equities, providing higher recent returns and lower volatility focuses solely on the price of gold bullion. This comparison examines how these two heavyweights differ in cost, risk, and portfolio role. Snapshot (cost & size) Metric SPY GLD Issuer SPDR SPDR Expense ratio 0.09% 0.4% 1-yr return (as of 5/18/26) 25.7% 42.2% Dividend yield 0.96% None Beta 1 0.16 AUM $762 billion $151 billion The SPDR trust is the more affordable option, featuring an expense ratio of 0.09% versus 0.4% for GLD. Because the equity fund holds dividend-paying companies, it provides a 1% yield, whereas the gold fund provides no income payout. Performance & risk comparison Metric SPY GLD Max drawdown (5 yr) (24.5%) (22%) Growth of $1,000 over 5 years (total return) $1,925 $2,389 What's inside SPDR Gold Shares tracks the price of physical gold bullion by holding the asset in secure vaults. Because it is backed by a physical commodity, its portfolio concentrates 100% of its weight in physical gold bullion rather than shares of various companies. This fund, which was launched in 2004, does not provide a trailing-12-month dividend because it does not hold income-generating securities. It remains the first U.S.-listed ETF backed by a physical asset, offering investors a way to trade gold without the complexities of physical storage. Expand NYSEMKT : GLD SPDR Gold Shares Today's Change ( -1.66 %) $ -6.93 Current Price $ 411.50 Key Data Points Day's Range $ 409.88 - $ 414.47 52wk Range $ 299.89 - $ 509.70 Volume 210K In contrast, the State Street SPDR S&P 500 ETF Trust holds a diversified basket of 504 holdings. Its largest positions include Nvidia at 8.5%, Apple at 6.9%, and Microsoft at 5%. The fund was launche...
The Invesco QQQ Trust (NASDAQ:QQQ) and the Direxion NASDAQ-100 Equal Weighted Index Shares (NYSEARCA:QQQE) own the same 100 stocks. The choice between them hinges on whether you want NVIDIA, Apple, and Microsoft to drive returns or let the other 97 names carry equal weight. Over the past year that single choice produced a return spread ... The AI Capex Cycle Is Crushing Equal-Weight NASDAQ. Here’s...
The Invesco QQQ Trust (NASDAQ:QQQ) and the Direxion NASDAQ-100 Equal Weighted Index Shares (NYSEARCA:QQQE) own the same 100 stocks. The choice between them hinges on whether you want NVIDIA, Apple, and Microsoft to drive returns or let the other 97 names carry equal weight. Over the past year that single choice produced a return spread ... The AI Capex Cycle Is Crushing Equal-Weight NASDAQ. Here’s Why QQQ’s Concentration Bet Is Winning
Golar LNG (GLNG) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +60.66%. A quarter ago, it was expected that this operator of carriers for natural gas shipping would post ...
Golar LNG (GLNG) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +60.66%. A quarter ago, it was expected that this operator of carriers for natural gas shipping would post earnings of $0.38 per share when it actually produced earnings of $0.3, delivering a surprise of -21.05%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Golar LNG, which belongs to the Zacks Oil and Gas - Integrated - International industry, posted revenues of $137.55 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 9.77%. This compares to year-ago revenues of $62.5 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Golar LNG shares have added about 49.6% since the beginning of the year versus the S&P 500's gain of 7.4%. What's Next for Golar LNG? While Golar LNG has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the ...
S&P 500 Index futures rise 0.3% as of 7:45 a.m. in New York as investors digest a backdrop of surging rates volatility, heavily crowded semis exposure and euphoric positioning. Nasdaq 100 futures are up 0.6% Dow Jones Industrial Average futures are up 0.3% The MSCI World Index is little changed Here are some of the biggest US movers before the bell: Magnificent Seven: Nvidia (NVDA) is up 1.6% ahea...
S&P 500 Index futures rise 0.3% as of 7:45 a.m. in New York as investors digest a backdrop of surging rates volatility, heavily crowded semis exposure and euphoric positioning. Nasdaq 100 futures are up 0.6% Dow Jones Industrial Average futures are up 0.3% The MSCI World Index is little changed Here are some of the biggest US movers before the bell: Magnificent Seven: Nvidia (NVDA) is up 1.6% ahead of its much-anticipated first-quarter results report after the market closes. Tesla (TSLA) +1%, Alphabet (GOOGL) +0.2%, Amazon (AMZN) +0.2%, Meta Platforms (META) +0.2%, Apple (AAPL) -0.2%, Microsoft (MSFT) -0.3% 8x8 (EGHT) jumps 13% after the software company reported fourth-quarter results that beat expectations. Cava Group Inc. (CAVA) is up 7% after the company raised its annual sales outlook as diners flocked to its restaurants in the first quarter, defying the crunch in consumer budgets that has weighed on the industry. ImmunityBio (IBRX) rises 9% after the FDA accepted for review the supplemental biologics license application to expand the label for Anktiva in battling invasive bladder cancer. Keysight Technologies (KEYS) falls 2% after the measurement instruments company posted second-quarter results. Lowe’s Cos. (LOW) slips 2% after keeping its full-year outlook unchanged, citing macro housing market challenges. Red Cat (RCAT) rises 4% after the drone company said it acquired wireless power transfer company Quaze Technologies. Toll Brothers (TOL) climbs 2% after the luxury homebuilder reported second-quarter profit that beat analysts’ estimates and raised its full-year guidance. VF Corp. (VFC) rises 5% after the footwear and apparel company said its Vans segment’s Americas direct-to-consumer business returned to growth in the fourth quarter for the first time more than four years.
ismagilov/iStock via Getty Images The US dollar ( DXY ) is mostly firmer, though the Australian and New Zealand dollars are resisting the pull. The euro is trading in almost a 15-tick range on both sides of $1.16, and even with a Gilts rally spurred by lower-than-expected inflation, sterling is struggling to recapture $1.34. The yen has fallen for the past seven sessions and is little changed now,...
ismagilov/iStock via Getty Images The US dollar ( DXY ) is mostly firmer, though the Australian and New Zealand dollars are resisting the pull. The euro is trading in almost a 15-tick range on both sides of $1.16, and even with a Gilts rally spurred by lower-than-expected inflation, sterling is struggling to recapture $1.34. The yen has fallen for the past seven sessions and is little changed now, in a narrow band around JPY159. There has not been intervention, but the market knows it is tempting officials. At the same time, the fragile ceasefire in Iran may end in the coming days, and this is keeping investors on edge. Oil prices are softer amid reports that three supertankers have passed through the Strait of Hormuz today. The preliminary May PMI surveys are due tomorrow and are expected to show more of the war’s disruption to both prices and activity. The minutes from Powell’s last FOMC meeting as chair are due today and will likely show more support for a neutral stance than the three dissents indicated. After the markets close today, Nvidia ( NVDA ) will report earnings. Prices G10 • After Monday’s short-covering rally fizzled, the euro’s decline resumed yesterday. The single currency fell to almost $1.1590, its lowest level since April 8. Today, it has edged a little close to the (61.8%) retracement of the rally from the year’s low on March 16 (~$1.1410) found near $1.1580. The positioning of the momentum indicators warn of more downside potential, which could extend toward $1.1515-25 next. It has not traded above $1.1615 today. • In the 13 sessions this month, the yen was weakened in all but two, and that includes the seven-day slide coming into today. In the 13 sessions before the April 30 BOJ intervention, the yen weakened in 10 of them. One-month implied volatility settled slightly below 7.4% yesterday, essentially flat since the day before the April 30 intervention. • Monday’s potentially bullish key reversal failed to spur follow-through sterling gains y...
imaginima/iStock via Getty Images The Thesis MasTec (NYSE: MTZ ) entered 2026 on a strong note, reporting a solid upbeat result for Q1 with double-digit expansion across the top and bottom lines, primarily driven by robust growth in the pipeline and clean energy segments. While the underlying demand for MTZ's construction management capabilities stays healthy, with a record project backlog of over...
imaginima/iStock via Getty Images The Thesis MasTec (NYSE: MTZ ) entered 2026 on a strong note, reporting a solid upbeat result for Q1 with double-digit expansion across the top and bottom lines, primarily driven by robust growth in the pipeline and clean energy segments. While the underlying demand for MTZ's construction management capabilities stays healthy, with a record project backlog of over $20 billion, I expect the company to continue its double-digit topline growth over the coming quarters. While the company's topline growth trajectory appears solid, it also continues to focus on strong operational execution. Given these factors, I believe the MTZ should continue to see margin expansion through 2026, driving steady earnings growth in the quarters ahead. Since my previous bullish rating , the MTZ stock has jumped nearly 90%, significantly outperforming the broader market. Although the stock appears slightly overvalued against its historical levels, after the recent run, it is worth noting that it is still trading at par with its close peers. While the company's longer-term prospects also remain promising, the stock's valuation still looks reasonable to me despite a slightly high earnings multiple, supporting a continued buy rating for this quality infrastructure growth stock. MTZ’s Q1’26 Highlights MTZ reported its first quarter results for FY26 earlier this month, delivering a strong double-beat result in Q1. During the quarter, the company’s consolidated topline increased by approximately 34.5% year on year to approximately $3.83 billion. While the company saw healthy growth across all segments, the consolidated growth during the last quarter was largely driven by a solid 91.4% jump in MTZ's pipeline revenue, thanks to robust volume growth. The company's clean energy and infrastructure segment was also up about 45% during the quarter, further contributing to its overall topline growth during Q1' 26. MTZ's quarter revenue (Research Wise) While volume growth...
Grandbrothers/iStock Editorial via Getty Images ImmunityBio ( IBRX ) added ~9% in the premarket on Wednesday after the U.S. Food and Drug Administration accepted its marketing application aimed at expanding the label of its bladder cancer therapy, Anktiva. The immunotherapy is already available in the U.S. with Bacillus Calmette-Guérin for the treatment of adults with BCG-unresponsive non-muscle-i...
Grandbrothers/iStock Editorial via Getty Images ImmunityBio ( IBRX ) added ~9% in the premarket on Wednesday after the U.S. Food and Drug Administration accepted its marketing application aimed at expanding the label of its bladder cancer therapy, Anktiva. The immunotherapy is already available in the U.S. with Bacillus Calmette-Guérin for the treatment of adults with BCG-unresponsive non-muscle-invasive bladder cancer with or without papillary tumors. The San Diego, California-based biotech had submitted a supplemental biologics license application, seeking FDA approval to expand its label to BCG-unresponsive NMIBC with papillary disease without carcinoma in situ. Accepting the sBLA, the FDA has assigned January 6, 2027, as the target action date, the company announced in a press release late Tuesday. NMIBC makes up roughly 80% of bladder cancers diagnosed in the U.S. annually, with patients with papillary disease accounting for about 85% of those cases. The sBLA is based on data from the company’s QUILT 3.032 Phase 2/3 trial, which met its primary endpoint, as patients with papillary-only NMIBC demonstrated a 12-month disease-free survival rate of approximately 58%. More on ImmunityBio ImmunityBio: Looking Beyond Bladder Cancer To A Multibillion-Dollar Solid Tumor TAM Reframing ImmunityBio: The Long-Term Platform Opportunity Beyond Anktiva ImmunityBio: No Need To Rush Into Buying Today - Why I'm Downgrading To Hold ImmunityBio acquiring U.S. rights to Tokyo strain of BCG ImmunityBio reports Q1 results
The ID will include information on the holders' residency status, name, date of birth, nationality and their photo, which can be used to be used to verify a person's age and their right to live and work in the UK.
The ID will include information on the holders' residency status, name, date of birth, nationality and their photo, which can be used to be used to verify a person's age and their right to live and work in the UK.
Futures Rise Ahead Of Critical Nvidia Earnings As Oil, Bond Yields Drop US equity futures are higher led by tech as the selloff in bonds eased and traders awaited earnings from Nvidia after the close. As of 7:30am ET, S&P futures are up 0.3% while Nasdaq futs rose 0.7% showing optimism heading into the release and overlooking weakness in tech during APAC trade. In premarket trading, NVDA is up 1.8...
Futures Rise Ahead Of Critical Nvidia Earnings As Oil, Bond Yields Drop US equity futures are higher led by tech as the selloff in bonds eased and traders awaited earnings from Nvidia after the close. As of 7:30am ET, S&P futures are up 0.3% while Nasdaq futs rose 0.7% showing optimism heading into the release and overlooking weakness in tech during APAC trade. In premarket trading, NVDA is up 1.8% in premarket trading, as semis see a strong bid with Mag7 names almost all higher. Cyclicals ex-Energy are rallying led by Industrials with Defensives lagging and Staples down. European stocks have edged higher alongside a pullback in energy prices, which saw Brent briefly slip onto a $108/bbl handle. Today is all about NVDA but Fed Minutes this afternoon may provide color on the dissenters from the previous Fed Day. Bond yields in the US and Europe retreated from multiyear highs as traders pared back aggressive bets on interest-rate hikes this year. US yields are 1-3bp lower across the curve, the 10Y dropping to 4.64% from yesterday's high of 4.69%, as the USD sees a mild bid. Brent fell 1.8% toward $109 a barrel with the broader energy complex drops as JPM flags 6.6mm bbls of oil crossing the SoH over the last 24 hours; Precious Metals are also bid with Ags seeing weakness. Tomorrow’s macro releases include Flash PMIs and jobless data. In premarket trading, Nvidia is outperforming fellow Magnificent Seven stocks, rising 1.8%, ahead of its much-anticipated first-quarter results report after the market closes. Fellow chip stocks are also gaining (Tesla +1%, Alphabet +0.3%, Amazon +0.2%, Meta Platforms +0.2%, Apple -0.2%, Microsoft -0.4%) 8x8 (EGHT) jumps 17% after the software company reported fourth-quarter results that beat expectations. Cava Group Inc. (CAVA) is up 7.1%. The company raised its annual sales outlook after diners flocked to its restaurants in the first quarter, defying the crunch in consumer budgets that has weighed on the industry. Keysight Technologies ...
NVIDIA (NASDAQ:NVDA) reports fiscal Q1 2027 results later today, and the bar has rarely looked higher. The traders on CNBC’s Fast Money segment “Yields Surge and Prepping for Nvidia Results” framed it around a single number: “Anything south of 75% gross margins, then we can start having a different conversation. 75% is a bogey.” The ... Nvidia’s $5.7 Trillion Market Cap Faces Its Toughest Test Yet...
NVIDIA (NASDAQ:NVDA) reports fiscal Q1 2027 results later today, and the bar has rarely looked higher. The traders on CNBC’s Fast Money segment “Yields Surge and Prepping for Nvidia Results” framed it around a single number: “Anything south of 75% gross margins, then we can start having a different conversation. 75% is a bogey.” The ... Nvidia’s $5.7 Trillion Market Cap Faces Its Toughest Test Yet. Can It Beat 75% Gross Margin Expectations Before Earnings?
Key Points Palantir's financials are as strong as anyone's in the market. The stock has a premium price tag due to its success. 10 stocks we like better than Palantir Technologies › Palantir(NASDAQ: PLTR) has been one of the most popular artificial intelligence (AI) stock picks over the past few years. However, its stock has faltered as of late. The stock has failed to meaningfully participate in ...
Key Points Palantir's financials are as strong as anyone's in the market. The stock has a premium price tag due to its success. 10 stocks we like better than Palantir Technologies › Palantir(NASDAQ: PLTR) has been one of the most popular artificial intelligence (AI) stock picks over the past few years. However, its stock has faltered as of late. The stock has failed to meaningfully participate in the AI rally that kicked off in April, and is down around 35% from its all-time highs. Furthermore, the company reported a blowout first quarter, yet the stock hasn't budged. This may look like a genius buying opportunity for Palantir stock if you missed out on the initial rise. But is it a solid buy now or a trap? 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 » Palantir's attractiveness depends on what you value as an investor Depending on how you look at Palantir's stock, it's either a no-brainer buy or a company to stay far away from. This dichotomy makes the stock hard to analyze, as it really comes down to individual investor preference. From a growth standpoint, Palantir is crushing it. Its data analytics AI platform has been supercharged with the integration of generative AI. This has caused monster growth and allows Palantir's platform to perform tasks that humans normally would have had to do. With AI, insights are available nearly instantly, allowing anyone with decision-making authority to have the best information available at all times. The platform was originally catered to government use, but it has now stretched into the commercial space. Both commercial and government divisions are thriving, with commercial revenue rising 95% year over year to $774 million in Q1, and government revenue increasing 76% to $858 million. This led to an overall growth rate of 85% year over year. Palantir isn't...
Warren Buffett stepped down as Berkshire Hathaway's (BRKA 1.18%) (BRKB 1.62%) CEO at the end of 2025, but remains chairman. While Greg Abel has stepped in as CEO, Buffett remains involved in the investment decisions. Still, in CEO Abel's first quarter at the helm, there were some notable changes to Berkshire's portfolio. Let's take a closer look at these moves. Notable transactions Berkshire Hatha...
Warren Buffett stepped down as Berkshire Hathaway's (BRKA 1.18%) (BRKB 1.62%) CEO at the end of 2025, but remains chairman. While Greg Abel has stepped in as CEO, Buffett remains involved in the investment decisions. Still, in CEO Abel's first quarter at the helm, there were some notable changes to Berkshire's portfolio. Let's take a closer look at these moves. Notable transactions Berkshire Hathaway no longer held any Amazon (AMZN 2.08%) shares as of March 31. The company owned 10 million shares as of Sept. 30, 2025, and had brought that down to under 2.3 million at year-end. While the company exited its Amazon position, it bought Macy's (M +2.86%) during the first quarter. Berkshire Hathaway, which previously owned no shares in the retailer, purchased nearly 1.7 million shares during the period. These had a value of $30.1 million as of March 31. Expand NASDAQ : AMZN Amazon Today's Change ( -2.08 %) $ -5.50 Current Price $ 259.36 Key Data Points Market Cap $2.8T Day's Range $ 255.19 - $ 262.27 52wk Range $ 196.00 - $ 278.56 Volume 3.7K Avg Vol 46M Gross Margin 50.60 % Amazon's stock has certainly rewarded investors over the years -- and in 2026 as well. Year to date through May 14, the shares had gained 14.4%, easily outpacing the S&P 500 index's 8.7% return. Management continues to invest heavily in long-term growth initiatives. For patient investors, this could pay off, particularly since Amazon's shares trade at a reasonable price-to-earnings (P/E) ratio of 32, in line with the S&P 500's multiple. However, Macy's seems to have greater upside potential based on the stock's attractive valuation. Management has been executing on its plan to grow sales, including a focus on higher-income consumers. Fiscal fourth-quarter same-store sales grew 2%, covering the period that ended on Jan. 31. Expand NYSE : M Macy's Today's Change ( 2.86 %) $ 0.53 Current Price $ 19.05 Key Data Points Market Cap $5.0B Day's Range $ 18.36 - $ 19.15 52wk Range $ 10.54 - $ 24.41 Volume 4.8K ...