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 ...
Key Points Berkshire Hathaway sold its remaining Amazon shares. At the same time, it initiated a position in Macy's. The retailer has been investing in its long-term growth. These 10 stocks could mint the next wave of millionaires › Warren Buffett stepped down as Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) CEO at the end of 2025, but remains chairman. While Greg Abel has stepped in as CEO, Buff...
Key Points Berkshire Hathaway sold its remaining Amazon shares. At the same time, it initiated a position in Macy's. The retailer has been investing in its long-term growth. These 10 stocks could mint the next wave of millionaires › Warren Buffett stepped down as Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) 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. 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 » Notable transactions Berkshire Hathaway no longer held any Amazon (NASDAQ: AMZN) 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 (NYSE: M) 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. 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 ...
rlesyk/iStock Editorial via Getty Images Keyera ( KEYUF ) said Wednesday it will partner with AltaGas ( ATGFF ) and Canadian National Railway ( CNI ) to advance the Alberta Corridor Export rail terminal project, designed to strengthen Canada's energy supply chain. T he ACE rail terminal will be owned and constructed by Keyera ( KEYUF ) on Keyera-owned lands within Alberta's Industrial Heartland an...
rlesyk/iStock Editorial via Getty Images Keyera ( KEYUF ) said Wednesday it will partner with AltaGas ( ATGFF ) and Canadian National Railway ( CNI ) to advance the Alberta Corridor Export rail terminal project, designed to strengthen Canada's energy supply chain. T he ACE rail terminal will be owned and constructed by Keyera ( KEYUF ) on Keyera-owned lands within Alberta's Industrial Heartland and will be supported by long-term commercial arrangements with AltaGas ( ATGFF ) and CN Rail ( CNI ), the companies said. Upon start-up, ACE is expected to provide transportation capacity of ~45K bbl/day of propane and butane from the Fort Saskatchewan region to West Coast export facilities. Keyera ( KEYUF ) said the project represents a ~C$240M initial investment by the company, including C$100M incremental to its previously disclosed 2026 growth capital guidance. More on Keyera and Canadian National Railway Keyera Q1 2026 Earnings Call Transcript Keyera: A Transformational Acquisition Canadian National Railway: Don't Play On Railroad Tracks, Own Them
What happened: Intel (INTC), Micron (MU), and Sandisk (SNDK) stocks bounced back for a second day in a row on Wednesday. AMD (AMD), Marvell (MRVL), and Arm Holdings (ARM) also gained in premarket. What’s behind the move: Semiconductor stocks rose in anticipation of Nvidia’s (NVDA) quarterly results as shares of the artificial intelligence chip heavyweight rebounded by more than 1%. The semiconduct...
What happened: Intel (INTC), Micron (MU), and Sandisk (SNDK) stocks bounced back for a second day in a row on Wednesday. AMD (AMD), Marvell (MRVL), and Arm Holdings (ARM) also gained in premarket. What’s behind the move: Semiconductor stocks rose in anticipation of Nvidia’s (NVDA) quarterly results as shares of the artificial intelligence chip heavyweight rebounded by more than 1%. The semiconductor complex came back from a broader sell-off driven by rising bond yields and growing inflation fears. Memory and storage stocks like Micron and Sandisk also recovered from recent profit-taking by investors following an epic run. What else you need to know: The market rally to recent all-time highs has been led by the semiconductor space. All eyes will be on Nvidia earnings on Wednesday after the bell. Viewed as the bellwether for the AI complex, investors will be watching for signs that hyperscalers are still spending aggressively on infrastructure, Nvidia continues to meet that demand, and gross margins remain robust. Ines Ferre is a senior business reporter for Yahoo Finance. Follow her on X at @ines_ferre. Click here for an in-depth analysis of the latest stock market news and events moving stock prices Read the latest financial and business news from Yahoo Finance
What happened: Intel (INTC), Micron (MU), and Sandisk (SNDK) stocks bounced back for a second day in a row on Wednesday. AMD (AMD), Marvell (MRVL), and Arm Holdings (ARM) also gained. What’s behind the move: Semiconductor stocks rose in anticipation of Nvidia’s (NVDA) quarterly results as shares of the artificial intelligence chip heavyweight rebounded by more than 1%. The semiconductor complex ca...
What happened: Intel (INTC), Micron (MU), and Sandisk (SNDK) stocks bounced back for a second day in a row on Wednesday. AMD (AMD), Marvell (MRVL), and Arm Holdings (ARM) also gained. What’s behind the move: Semiconductor stocks rose in anticipation of Nvidia’s (NVDA) quarterly results as shares of the artificial intelligence chip heavyweight rebounded by more than 1%. The semiconductor complex came back from a broader sell-off driven by rising bond yields and growing inflation fears. Memory and storage stocks like Micron and Sandisk also recovered from recent investor profit-taking following an epic run. What else you need to know: The market rally to recent all-time highs has been led by the semiconductor space. All eyes will be on Nvidia earnings on Wednesday after the bell. Viewed as the bellwether for the AI complex, investors will be watching for signs that hyperscalers are still spending aggressively on infrastructure, Nvidia continues to meet that demand, and gross margins remain robust. Ines Ferre is a senior business reporter for Yahoo Finance. Follow her on X at @ines_ferre. Click here for an in-depth analysis of the latest stock market news and events moving stock prices Read the latest financial and business news from Yahoo Finance
ATHENS, Greece, May 20, 2026 (GLOBE NEWSWIRE) -- EuroDry Ltd. (NASDAQ: EDRY, the “Company” or “EuroDry”), an owner and operator of drybulk vessels and provider of seaborne transportation for drybulk cargoes, announced today its results for the three-month period ended March 31, 2026. First Quarter 2026 Highlights: Total net revenues of $12.8 million. Net income attributable to controlling sharehol...
ATHENS, Greece, May 20, 2026 (GLOBE NEWSWIRE) -- EuroDry Ltd. (NASDAQ: EDRY, the “Company” or “EuroDry”), an owner and operator of drybulk vessels and provider of seaborne transportation for drybulk cargoes, announced today its results for the three-month period ended March 31, 2026. First Quarter 2026 Highlights: Total net revenues of $12.8 million. Net income attributable to controlling shareholders, of $0.26 million or $0.09 earnings per share attributable to controlling shareholders basic and diluted. Adjusted net income 1 attributable to controlling shareholders for the quarter of $0.33 million or $0.12 earnings per share attributable to controlling shareholders basic and diluted, which represents the net income attributable to controlling shareholders excluding the unrealized loss on derivatives. attributable to controlling shareholders for the quarter of $0.33 million or $0.12 earnings per share attributable to controlling shareholders basic and diluted, which represents the net income attributable to controlling shareholders excluding the unrealized loss on derivatives. Adjusted EBITDA 1 was $4.9 million. was $4.9 million. An average of 11.0 vessels were owned and operated during the first quarter of 2026 earning an average time charter equivalent rate of $14,416 per day. Refer to a subsequent section of the Press Release for the definition and method of calculation of the time charter equivalent rate. To date, about $5.6 million has been used to repurchase 349,330 shares of the Company, under our share repurchase plan of up to $10 million, announced in August 2022. The Board approved the continuation of the share repurchase plan for a further year in August 2025 and will review it again after a period of twelve months. ____________________________ 1Adjusted EBITDA, Adjusted net (loss) / income attributable to controlling shareholders and Adjusted (loss) / earnings per share attributable to controlling shareholders are not recognized measurements under US GA...
Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide data mining, transformation, visualization and predictive analytics tools. Here, we have selected five such companies — Cisco Systems Inc. CSCO, Salesforce Inc...
Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide data mining, transformation, visualization and predictive analytics tools. Here, we have selected five such companies — Cisco Systems Inc. CSCO, Salesforce Inc. CRM, Palantir Technologies Inc. PLTR, Cloudflare Inc. NET and Datadog Inc. DDOG. Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. The chart below shows the price performance of our five picks in the past month. Zacks Investment Research Image Source: Zacks Investment Research Cisco Systems Inc. Cisco Systems has been benefiting from strong product orders from hyperscalers, enterprises, service providers, the public sector and cloud customers. In the last reported quarter, CSCO generated record-high revenues primarily due to its networking portfolio, powered by Silicon One, AI-native security solutions and operating systems. CSCO expects total artificial intelligence (AI) infrastructure orders to reach $9 billion in fiscal 2026, an increase of 4.5X from fiscal 2025. Overall product orders grew by a sizable 35% year over year in the third quarter. Of this, data center switching orders grew 40% from the year-ago period supported by massive AI-powered data center buildout. Cisco has decided to retrench 4,000 manpower as part of a sweeping restructuring effort. Management said that this restructuring has been guided to give more emphasis to areas like AI networking infrastructure, network security, silicon and optics. Cisco Systems has an expected revenue and earnings growth rate of 9.8% and 9.7%, respectively, for the current year (ending July 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 0.2% over the last seven days. Salesforce Inc. Salesforce is con...
Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide data mining, transformation, visualization and predictive analytics tools. Here, we have selected five such companies — Cisco Systems Inc. CSCO, Salesforce Inc...
Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide data mining, transformation, visualization and predictive analytics tools. Here, we have selected five such companies — Cisco Systems Inc. CSCO, Salesforce Inc. CRM, Palantir Technologies Inc. PLTR, Cloudflare Inc. NET and Datadog Inc. DDOG. Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. The chart below shows the price performance of our five picks in the past month. Image Source: Zacks Investment Research Cisco Systems Inc. Cisco Systems has been benefiting from strong product orders from hyperscalers, enterprises, service providers, the public sector and cloud customers. In the last reported quarter, CSCO generated record-high revenues primarily due to its networking portfolio, powered by Silicon One, AI-native security solutions and operating systems. CSCO expects total artificial intelligence (AI) infrastructure orders to reach $9 billion in fiscal 2026, an increase of 4.5X from fiscal 2025. Overall product orders grew by a sizable 35% year over year in the third quarter. Of this, data center switching orders grew 40% from the year-ago period supported by massive AI-powered data center buildout. Cisco has decided to retrench 4,000 manpower as part of a sweeping restructuring effort. Management said that this restructuring has been guided to give more emphasis to areas like AI networking infrastructure, network security, silicon and optics. Cisco Systems has an expected revenue and earnings growth rate of 9.8% and 9.7%, respectively, for the current year (ending July 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 0.2% over the last seven days. Salesforce Inc. Salesforce is continuously expanding its ge...
A_Columbo/iStock via Getty Images Investment Thesis Verra Mobility ( VRRM ) is down 40% YTD due to slower revenue growth and its flagship $998 New York City contract being renewed at lower margins. While competitive pressures exist and are likely to increase, Verra is deeply integrated with its customers, who include both governments and the three largest rental car companies in the United States....
A_Columbo/iStock via Getty Images Investment Thesis Verra Mobility ( VRRM ) is down 40% YTD due to slower revenue growth and its flagship $998 New York City contract being renewed at lower margins. While competitive pressures exist and are likely to increase, Verra is deeply integrated with its customers, who include both governments and the three largest rental car companies in the United States. Verra’s revenue should continue to increase from more tolling across the United States and favorable legislation driving government contracts, while its MOSAIC platform improves operating margins, thus supporting a buy rating. About Verra Mobility Verra Mobility is a transportation management company that provides technology focused on tolling, commercial fleet management, and automated traffic and law enforcement systems. An overview of the segments is below. Verra Mobility Q1 2026 Investor Presentation Commercial Services Their Commercial Services segment generated about 45% of Verra’s revenue (70% of operating profit). This segment helps rental car companies, including Avis Budget ( CAR ), Enterprise Mobility, and Hertz ( HTZ ), commercial fleet operators, and fleet management companies with their toll and violation management. Most of this segment focuses on their toll management business (39% of total revenue), which helps fleet operators pay their tolls and collect payment from individual drivers. This business should see healthy growth, but it had some customer churn , causing the segment’s revenue to decline 4% compared to Q1 2025. While churn is inevitable, Verra is integrated deep into these systems and has the combined data from all of these operators to make their business more efficient than any single customer can. They dominate the rental car market, but management said, “a significant customer relationship, which represents over 10% of our revenue, is currently operating under a short-term contract extension,” with ongoing discussions for a contract extensi...
BBC Sport asked Enhanced's Australian swimmer James Magnussen, whose remarkably bulked up physique after taking PEDs last year went viral, if he had concerns about the effect on his long-term health. "I believe that were there to be long-term implications for my health, there surely would have been some short- to medium-term indicators that say 'hey, this isn't tracking properly, you are seeing si...
BBC Sport asked Enhanced's Australian swimmer James Magnussen, whose remarkably bulked up physique after taking PEDs last year went viral, if he had concerns about the effect on his long-term health. "I believe that were there to be long-term implications for my health, there surely would have been some short- to medium-term indicators that say 'hey, this isn't tracking properly, you are seeing side effects'. To this point we haven't seen those," the three-time Olympic medallist said. "As professional athletes, we take risks with our health innately by what we do. There's nothing healthy about training at the peak of your physical ability for 30 hours a week." Some think the former world champion has a point. Byron Hyde, an honorary research associate at Bangor University, says, external critics "overlook the fact that the Enhanced Games is making obvious what society has always quietly accepted – that most people are willing to watch athletes risk harm when the entertainment is good enough. "That's something that all sporting bodies should spend more time considering. "If brain trauma is the potential price of boxing entertainment, why the outrage about pharmaceutical enhancement risks? The Olympics already celebrates athletes who push their bodies to extremes. "Research has documented serious physical and psychological harms in many sports. The Enhanced Games just moves the risk threshold further along a spectrum society has already accepted." Such an argument holds little sway with UK Sport director Kate Baker. "We are committed to winning well," she tells BBC Sport. "We know that we've had some things in the past that we haven't necessarily been proud of, but we've moved so far away from that. "And so to even acknowledge the Enhanced Games as a real thing feels quite difficult for us. It's absolutely something that we would stand in total opposition to. "If you're high potential in our system, you will be supported to achieve your potential, and you will do it i...
BING-JHEN HONG China banned an Nvidia ( NVDA ) gaming chip during the summit between President Trump and President Xi Jinping earlier this month, the Financial Times reported. The summit was also attended by Nvidia CEO Jensen Huang, who was added to the itinerary. The chip in question is Nvidia's RTX 5090D V2, the news outlet added , citing a copy of banned goods at China's customs checkpoint and ...
BING-JHEN HONG China banned an Nvidia ( NVDA ) gaming chip during the summit between President Trump and President Xi Jinping earlier this month, the Financial Times reported. The summit was also attended by Nvidia CEO Jensen Huang, who was added to the itinerary. The chip in question is Nvidia's RTX 5090D V2, the news outlet added , citing a copy of banned goods at China's customs checkpoint and two people with knowledge of the matter. The RTX 5090D V2 was unveiled last August in an effort to comply with U.S. export control curbs. It was aimed at the Chinese gaming market, but it has been used by AI developers. Nvidia did not immediately respond to a request for comment from Seeking Alpha. Appearing on Bloomberg TV earlier this week, Huang said he believes that China's market will eventually become accessible to U.S. suppliers. “My sense is that over time, the market will open,” he said during the interview. The Huang-led Nvidia is set to report fiscal second-quarter results after the close of trading. A consensus of analysts expects Nvidia to earn $1.77 per share on $78.97B in revenue. More on Nvidia Nvidia Technical: Potential Mean Reversion Decline Below 236.54 As Earnings Loom Wall Street Lunch: Ex-OpenAI Researcher's Fund Shorts Nvidia, AI Chip Stocks Nvidia Q1 Preview: Data Center Backlash Nvidia heads into earnings with largest short position in SPX: S3 Partners What Nvidia's options chain shows ahead of earnings
BING-JHEN HONG China banned an Nvidia ( NVDA ) gaming chip during the summit between President Trump and President Xi Jinping earlier this month, the Financial Times reported. The summit was also attended by Nvidia CEO Jensen Huang, who was added to the itinerary. The chip in question is Nvidia's RTX 5090D V2, the news outlet added , citing a copy of banned goods at China's customs checkpoint and ...
BING-JHEN HONG China banned an Nvidia ( NVDA ) gaming chip during the summit between President Trump and President Xi Jinping earlier this month, the Financial Times reported. The summit was also attended by Nvidia CEO Jensen Huang, who was added to the itinerary. The chip in question is Nvidia's RTX 5090D V2, the news outlet added , citing a copy of banned goods at China's customs checkpoint and two people with knowledge of the matter. The RTX 5090D V2 was unveiled last August in an effort to comply with U.S. export control curbs. It was aimed at the Chinese gaming market, but it has been used by AI developers. Nvidia did not immediately respond to a request for comment from Seeking Alpha. Appearing on Bloomberg TV earlier this week, Huang said he believes that China's market will eventually become accessible to U.S. suppliers. “My sense is that over time, the market will open,” he said during the interview. The Huang-led Nvidia is set to report fiscal second-quarter results after the close of trading. A consensus of analysts expects Nvidia to earn $1.77 per share on $78.97B in revenue. More on Nvidia Nvidia Technical: Potential Mean Reversion Decline Below 236.54 As Earnings Loom Wall Street Lunch: Ex-OpenAI Researcher's Fund Shorts Nvidia, AI Chip Stocks Nvidia Q1 Preview: Data Center Backlash Nvidia heads into earnings with largest short position in SPX: S3 Partners What Nvidia's options chain shows ahead of earnings
PM Images/DigitalVision via Getty Images Acumen Pharmaceuticals, Inc. ( ABOS ) is a clinical-stage biotech built around sabirnetug (ACU193), an Alzheimer's antibody candidate designed to selectively target toxic amyloid beta oligomers (AβOs). That matters because AβOs are often associated with Alzheimer's. I believe this is an interesting differentiator for sabirnetug, especially because other app...
PM Images/DigitalVision via Getty Images Acumen Pharmaceuticals, Inc. ( ABOS ) is a clinical-stage biotech built around sabirnetug (ACU193), an Alzheimer's antibody candidate designed to selectively target toxic amyloid beta oligomers (AβOs). That matters because AβOs are often associated with Alzheimer's. I believe this is an interesting differentiator for sabirnetug, especially because other approved drugs don't have this selectivity feature. So far, sabirnetug has had positive Phase 1 results and received the FDA's Fast Track designation. Sabirnetug is currently being tested in its Phase 2 ALTITUDE-AD trial for intravenous administration. And overall, I feel the stock offers a compelling risk-reward setup for more speculative investors willing to bet on Sabirnetug's clinical potential. Sabirnetug's Late-2026 Catalyst Acumen Pharmaceuticals, Inc. is a relatively small biotech that's working on early Alzheimer's disease ( AD ) treatments. The company was founded in 1996 and is currently headquartered in Newton, Massachusetts. I also previously covered ABOS in July 2024. Since then, the stock has declined by about 34.0%, but their upcoming ALTITUDE-AD readout remains the catalyst that keeps me optimistic on their prospects. As such, I felt it was worthwhile revisiting this name. Source: Corporate Presentation. May 2026. As a quick recap, ABOS is focused on toxic amyloid beta oligomers (AβOs). Its lead candidate is clearly sabirnetug (ACU193), which is designed to target AβOs more selectively than broader anti-amyloid approaches. Interestingly, AβOs are suspected of being potential causes of AD because AβOs can interfere with normal neuronal synapses. As such, sabirnetug is a monoclonal antibody (mAb). This means it could potentially preserve neuronal functions while also avoiding some of the drawbacks of other less selective amyloid approaches. Currently, sabirnetug is in Phase 2 trials and has the FDA's Fast Track designation for early AD. Moreover, their Phase 1 I...
These days, it sure feels as though the word "bottleneck" is joined at the hip with the artificial intelligence (AI) investment thesis. Indeed, AI adopters and enablers face a variety of logjams that threaten their ambitions. Data centers, hardware, and power infrastructure rank high on the list of AI constraints, and an array of AI stocks offers investors avenues to capitalize on various AI hurdl...
These days, it sure feels as though the word "bottleneck" is joined at the hip with the artificial intelligence (AI) investment thesis. Indeed, AI adopters and enablers face a variety of logjams that threaten their ambitions. Data centers, hardware, and power infrastructure rank high on the list of AI constraints, and an array of AI stocks offers investors avenues to capitalize on various AI hurdles. However, not all investors want to engage in stock-picking, and spreading cash across a slew of bets isn't capital-efficient for some market participants. Select exchange-traded funds (ETFs) solve that problem. Enter: the Defiance AI & Power Infrastructure ETF (AIPO 1.65%). Let's learn more about it. As its name implies, this fund is at the right place at the right time. That's reflected by the fact that this ETF is just 10 months old and already has just over $665 million in assets under management (AUM). Nearly two-thirds of that AUM tally arrived in the fund this year, confirming investors want in on the AI bottleneck story. AIPO lives up to its billing Simply because "AI" is attached to an ETF's name doesn't guarantee the fund is adequately levered to the theme. Fortunately, that's not a concern with the Defiance, as it delivers on its promise to address AI and power infrastructure. The ETF offers a decent level of AI purity, allocating about 20% of its portfolio to semiconductor stocks and data infrastructure names, with Broadcom and Nvidia ranking among the top 10 holdings. The power infrastructure sleeve is where this ETF shines, as it devotes approximately 80% of its portfolio to power grid equipment, engineering and construction services, and utilities stocks. No, this isn't your grandfather's utilities ETF, but investors should be mindful of the Defiance fund's significant power infrastructure exposure, which is one of the most crucial AI bottlenecks. Due in large part to the demands created by AI, power industry investments surged to $1.5 trillion last year, ...
US stock futures were edging higher on Wednesday ahead of a busier day of economic and corporate news, with investors awaiting Nvidia’s latest earnings as a key test for the AI trends that have driven the wider market. Nasdaq futures climbed 0.6%, with those for the S&P 500 up 0.3% and...
US stock futures were edging higher on Wednesday ahead of a busier day of economic and corporate news, with investors awaiting Nvidia’s latest earnings as a key test for the AI trends that have driven the wider market. Nasdaq futures climbed 0.6%, with those for the S&P 500 up 0.3% and...
Sumala Chidchoi/iStock via Getty Images Lincoln International ( LCLN ) priced its initial public offering of 21,049,988 class A shares at $20.00 per share, high end of the previously-announced range. Additionally, the global investment banking advisory firm has granted the underwriters a 30-day option to purchase an additional 3,157,498 class A shares at the IPO price. The shares are expected to b...
Sumala Chidchoi/iStock via Getty Images Lincoln International ( LCLN ) priced its initial public offering of 21,049,988 class A shares at $20.00 per share, high end of the previously-announced range. Additionally, the global investment banking advisory firm has granted the underwriters a 30-day option to purchase an additional 3,157,498 class A shares at the IPO price. The shares are expected to begin trading on the NYSE on May 20 under the ticker symbol LCLN. The offering is expected to close on May 21. More on Lincoln International, Inc. Lincoln International Begins IPO Process On Impressive Profitability Lincoln International targets up to $421M in IPO Financial information for Lincoln International, Inc.
Christian Rummel Expedia Group ( EXPE ) used its Explore 2026 conference in Las Vegas this week to unveil a slate of new artificial intelligence–powered travel tools, ecosystem partnerships, and a philanthropy initiative aimed at shaping the next phase of digital travel. The company noted that it is embedding AI across every stage of the journey to act as a continuous travel companion that helps c...
Christian Rummel Expedia Group ( EXPE ) used its Explore 2026 conference in Las Vegas this week to unveil a slate of new artificial intelligence–powered travel tools, ecosystem partnerships, and a philanthropy initiative aimed at shaping the next phase of digital travel. The company noted that it is embedding AI across every stage of the journey to act as a continuous travel companion that helps consumers plan, book, and navigate trips more easily and confidently. On the consumer side, Expedia ( EXPE ) is rolling out new AI-driven planning capabilities, including in-feed trip planning on Meta platforms, natural language trip planning, and smarter booking tools designed to reduce friction and support better decision-making. Those features are intended to unify inspiration, comparison, booking, and trip management in a single, more intuitive experience that travelers can access across devices and channels. The company is also expanding its travel ecosystem through new partnerships beyond core booking. A newly announced agreement with Clear, following a recent integration with Uber ( UBER ), is meant to move Expedia ( EXPE ) closer to a one-stop shop for travelers, helping them manage airport security, ground transportation, and other trip components in one place. Expedia ( EXPE ) also has an AI travel collaboration with Google ( GOOG ) ( GOOGL ). Shares of Expedia ( EXPE ) edged 0.3% higher in premarket trading. More on Expedia Expedia Group, Inc. 2026 Q1 - Results - Earnings Call Presentation Expedia: Strong Execution, Expanding Margins, And Aggressive Buybacks Support Our Strong Buy Upgrade Expedia Group, Inc. (EXPE) Q1 2026 Earnings Call Transcript Online travel stocks are on watch during Google I/O Glenview adds Humana, exits Expedia, reduces Teva among Q1 trades