Shares of Universal Display (NASDAQ: OLED) rose as much as 13.7% on Friday morning, reaching that peak at 9:40 a.m. ET. The technology researcher and critical materials distributor behind organic light-emitting diode (OLED) screens released first-quarter results last night, falling short of Wall Street's revenue and earnings targets. Management also set full-year sales guidance below the current S...
Shares of Universal Display (NASDAQ: OLED) rose as much as 13.7% on Friday morning, reaching that peak at 9:40 a.m. ET. The technology researcher and critical materials distributor behind organic light-emitting diode (OLED) screens released first-quarter results last night, falling short of Wall Street's revenue and earnings targets. Management also set full-year sales guidance below the current Street view. That combo is usually a recipe for plunging stock prices, not a double-digit spike. What's going on here? Image source: Getty Images. Continue reading
The S&P 500 Index ($SPX ) (SPY ) today is up +0.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.02%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.10%. June E-mini S&P futures (ESM26 ) are up +0.43%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.02%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.10%. June E-mini S&P futures (ESM26 ) are up +0.43%, and June E-mini Nasdaq futures...
A small Italian soccer club is rewriting the business of sports—turning Lake Como into a luxury global brand. Como 1907 President Mirwan Suwarso joined Bloomberg Open Interest to talk about how he's building a multi-club retail empire, targeting US fans, and scaling through partnerships. (Source: Bloomberg)
A small Italian soccer club is rewriting the business of sports—turning Lake Como into a luxury global brand. Como 1907 President Mirwan Suwarso joined Bloomberg Open Interest to talk about how he's building a multi-club retail empire, targeting US fans, and scaling through partnerships. (Source: Bloomberg)
The boat giant Brunswick beat earnings, the CEO Dave Foulkes says high gas prices aren't slowing demand, yet. He says fuel cost worries are overblown while premium boat buyers keep spending strong. He joined Bloomberg Open Interest to discuss booming Florida sales and global logistics challenges. (Corrects headline and description to align with guest) (Source: Bloomberg)
The boat giant Brunswick beat earnings, the CEO Dave Foulkes says high gas prices aren't slowing demand, yet. He says fuel cost worries are overblown while premium boat buyers keep spending strong. He joined Bloomberg Open Interest to discuss booming Florida sales and global logistics challenges. (Corrects headline and description to align with guest) (Source: Bloomberg)
hapabapa The Nasdaq Composite crossed the 25K mark for the first time on Friday, underscoring the index’s rapid ascent over the past decade. The milestone comes just a year after the index stood at 18K and compares with 14K five years ago and 4.8K a decade ago. Data showed the latest 1,000-point move to 25K took 184 days, reflecting a steadier pace compared with the sharp bursts seen in 2025, when...
hapabapa The Nasdaq Composite crossed the 25K mark for the first time on Friday, underscoring the index’s rapid ascent over the past decade. The milestone comes just a year after the index stood at 18K and compares with 14K five years ago and 4.8K a decade ago. Data showed the latest 1,000-point move to 25K took 184 days, reflecting a steadier pace compared with the sharp bursts seen in 2025, when multiple milestones were achieved in under two months. The longer-term trajectory highlighted how gains have compounded, with earlier jumps, such as from 6K to 7K, taking more than 6K days. This is the data posted by Charlie Bilello on X: Charlie Bilello The latest advance was supported by broad-based strength in technology and growth stocks, with several large-cap and software names posting solid gains on the day. Momentum across semiconductors, the internet, and software segments contributed to the push higher. Top Nasdaq 100 movers of the day: Strategy ( MSTR ) – 6.91% Intel ( INTC ) – 5.47% Seagate Technology ( STX ) – 4.79% Apple ( AAPL ) – 4.48% Datadog ( DDOG ) – 4.39% DoorDash ( DASH ) – 4.17% Charter Communications ( CHTR ) – 4.14% Shopify ( SHOP ) – 3.91% Linde ( LIN ) – 3.20% Palantir Technologies ( PLTR ) – 3.06% More on Nasdaq Median Household Income In March 2026 Powell To Stay In The Best Interest Of The Institution A Robot Economy: Who Gets Rich, Who Gets Left Behind Most and least shorted large-cap tech stocks in April Wall Street opens higher as May trading starts with oil falling
Luis Alvarez/DigitalVision via Getty Images Apple Inc.'s ( AAPL ) stock price has been relatively flat in the past 6 months, though it has gained over the past year from the AI buzz. In this article, I will discuss why AI may significantly disrupt AAPL’s business and stock price. AAPL Stock Price (StockCharts) AI will reshape user behavior and become a key attraction for users Beneath all the hype...
Luis Alvarez/DigitalVision via Getty Images Apple Inc.'s ( AAPL ) stock price has been relatively flat in the past 6 months, though it has gained over the past year from the AI buzz. In this article, I will discuss why AI may significantly disrupt AAPL’s business and stock price. AAPL Stock Price (StockCharts) AI will reshape user behavior and become a key attraction for users Beneath all the hype, AI is already reshaping user behavior/preferences. Personally, I conduct a lot fewer Google searches, preferring to let AI summarize and screen. Search results are like wheat, and AI is the watermill. AI saves a lot of time from having to grind through all the search results. Google’s chatbot Gemini has 750 million monthly active users, and they probably feel the same way as well. Once a user is used to AI, there’s no going back. AI generates vacation options, itineraries, recipes, you name it, in a structured way that would take me hours of research to figure out on my own, saving me lots of time on day-to-day menial activities. Obviously, for important big-ticket purchases like homes, cars, stocks, and schools, you still have to do your research, but AI can handle the mundane quite well. This “must-have” function will become a key attraction for users. A smartphone can make phone calls, send texts, take pictures, and use a myriad of apps. If AAPL’s iPhone did not have AI functions and Google’s phone did have AI, I believe that difference would overshadow any other differences in functionality (e.g., phones, texts, pictures, apps). If AI is a deciding factor, then it can be a key way to access and attract users. Competitors are under huge pressure; entering the phone market can boost the market cap Several major tech giants are facing major financial pressure to expand into a big market: After recently closing a $122 billion funding round at an $852 billion valuation, OpenAI is facing strong pressure to deliver financially. There was also recent news that claims OpenAI h...
Luis Alvarez/DigitalVision via Getty Images Apple Inc.'s ( AAPL ) stock price has been relatively flat in the past 6 months, though it has gained over the past year from the AI buzz. In this article, I will discuss why AI may significantly disrupt AAPL’s business and stock price. AAPL Stock Price (StockCharts) AI will reshape user behavior and become a key attraction for users Beneath all the hype...
Luis Alvarez/DigitalVision via Getty Images Apple Inc.'s ( AAPL ) stock price has been relatively flat in the past 6 months, though it has gained over the past year from the AI buzz. In this article, I will discuss why AI may significantly disrupt AAPL’s business and stock price. AAPL Stock Price (StockCharts) AI will reshape user behavior and become a key attraction for users Beneath all the hype, AI is already reshaping user behavior/preferences. Personally, I conduct a lot fewer Google searches, preferring to let AI summarize and screen. Search results are like wheat, and AI is the watermill. AI saves a lot of time from having to grind through all the search results. Google’s chatbot Gemini has 750 million monthly active users, and they probably feel the same way as well. Once a user is used to AI, there’s no going back. AI generates vacation options, itineraries, recipes, you name it, in a structured way that would take me hours of research to figure out on my own, saving me lots of time on day-to-day menial activities. Obviously, for important big-ticket purchases like homes, cars, stocks, and schools, you still have to do your research, but AI can handle the mundane quite well. This “must-have” function will become a key attraction for users. A smartphone can make phone calls, send texts, take pictures, and use a myriad of apps. If AAPL’s iPhone did not have AI functions and Google’s phone did have AI, I believe that difference would overshadow any other differences in functionality (e.g., phones, texts, pictures, apps). If AI is a deciding factor, then it can be a key way to access and attract users. Competitors are under huge pressure; entering the phone market can boost the market cap Several major tech giants are facing major financial pressure to expand into a big market: After recently closing a $122 billion funding round at an $852 billion valuation, OpenAI is facing strong pressure to deliver financially. There was also recent news that claims OpenAI h...
Copper is a no-brainer investment due to rising demand from AI data centers and tight supply, according to billionaire investor Stanley Druckenmiller. In an interview with Morgan Stanley in February, Druckenmiller said his Duquesne Family Office holds copper as its...
Copper is a no-brainer investment due to rising demand from AI data centers and tight supply, according to billionaire investor Stanley Druckenmiller. In an interview with Morgan Stanley in February, Druckenmiller said his Duquesne Family Office holds copper as its...
Leo Pharma AS has picked more banks to help it prepare for a possible initial public offering in Copenhagen, according to people familiar with the matter. The century-old drugmaker has brought in Goldman Sachs Group Inc. , Jefferies Financial Group Inc. , UBS Group AG and DNB Carnegie Holding AB as help run the offering, the people said, asking not to be identified discussing confidential informat...
Leo Pharma AS has picked more banks to help it prepare for a possible initial public offering in Copenhagen, according to people familiar with the matter. The century-old drugmaker has brought in Goldman Sachs Group Inc. , Jefferies Financial Group Inc. , UBS Group AG and DNB Carnegie Holding AB as help run the offering, the people said, asking not to be identified discussing confidential information. The banks join Danske Bank AS , JPMorgan Chase & Co. and Morgan Stanley , who Leo Pharma picked to lead the potential offering, which could take place as soon as this year, Bloomberg News reported in April . Ballerup, Denmark-headquartered Leo Pharma, which specializes in skin conditions, was valued at about €3 billion ($3.5 billion) including debt when private equity firm Nordic Capital acquired a minority stake in 2021. Deliberations are ongoing and no final decisions on the size or timing of an IP0 have been taken, they said. Representatives for Leo Pharma, the Leo Foundation, the company’s largest shareholder, Nordic Capital, Jefferies, UBS and DNB Carnegie declined to comment. A representative for Goldman Sachs did not immediately respond to a request for comment. Leo Pharma is among several European businesses pressing on with IPO preparations in hopes that market volatility spurred by the war in Iran will dissipate over the coming months.
Sagen MI Canada press release ( MIC.PR.A:CA ): Q1 Net income of $118 million was $13 million lower than the same quarter in the prior year The Company also announced today that its Board of Directors had declared a dividend of $0.3375 per Class A preferred share, Series 1, payable on June 30, 2026, to holders of record at the close of business on June 15, 2026. More on Sagen MI Canada Dividend sco...
Sagen MI Canada press release ( MIC.PR.A:CA ): Q1 Net income of $118 million was $13 million lower than the same quarter in the prior year The Company also announced today that its Board of Directors had declared a dividend of $0.3375 per Class A preferred share, Series 1, payable on June 30, 2026, to holders of record at the close of business on June 15, 2026. More on Sagen MI Canada Dividend scorecard for Sagen MI Canada Financial information for Sagen MI Canada
Guido Mieth The S&P 500’s ( SP500 ) ( SPY ) ( VOO ) rally is masking a troubling trend beneath the surface, with fewer stocks driving the index’s gains. According to Turning Point Market Research in an X post published Friday, the share of S&P 500 ( SPY ) stocks outperforming the index over a rolling 21-day period dropped to 21% on Wednesday. The firm noted that since 1928, there have been only 59...
Guido Mieth The S&P 500’s ( SP500 ) ( SPY ) ( VOO ) rally is masking a troubling trend beneath the surface, with fewer stocks driving the index’s gains. According to Turning Point Market Research in an X post published Friday, the share of S&P 500 ( SPY ) stocks outperforming the index over a rolling 21-day period dropped to 21% on Wednesday. The firm noted that since 1928, there have been only 59 other instances of weaker participation. Narrow markets can persist, particularly when megacap ( MAGS ) ( MGC ) ( MGK ) winners continue pulling the benchmark higher on strong earnings. However, the average stock is lagging, leaving the broader market exposed to potential weakness. Turning Point Market Research More on SPDR S&P 500 ETF Trust, Vanguard 500 Index Fund ETF, etc. Median Household Income In March 2026 Powell To Stay In The Best Interest Of The Institution A Robot Economy: Who Gets Rich, Who Gets Left Behind Equities ignore geopolitical risks, bonds signal stress, Clement says—CNBC interview Berkshire director flags 'distorted' S&P 500, sees banks as undervalued opportunity - CNBC interview
Just_Super/E+ via Getty Images The world of paid, owned and earned media has undergone rapid transformation in just a few short years. From the rise of the creator economy to the acceleration of generative and predictive AI technologies, marketers are now navigating an increasingly complex execution environment that simultaneously demands speed, personalization and measurable outcomes. At the same...
Just_Super/E+ via Getty Images The world of paid, owned and earned media has undergone rapid transformation in just a few short years. From the rise of the creator economy to the acceleration of generative and predictive AI technologies, marketers are now navigating an increasingly complex execution environment that simultaneously demands speed, personalization and measurable outcomes. At the same time, many brand teams are being asked to do more with fewer resources. In response, vendors are embedding AI across their platforms to help brands create content faster, optimize performance more precisely and increasingly automate cross-channel decision-making. As a result, AI is not simply enhancing paid, owned and earned media strategies — it is also redefining how marketers plan, activate and measure. The take AI is becoming the operational backbone of the modern media mix. As enterprises increase investment in advertising infrastructure, user-generated content activation, generative content tools, and personalization engines, AI is shifting from a tactical enhancer to a structural layer embedded across paid, owned and earned environments. The next phase of this evolution is increasingly agentic, with AI systems beginning to initiate, execute and optimize multistep workflows across channels with reduced human intervention. Rather than optimizing individual channels in isolation, organizations are deploying AI to connect content creation, audience targeting and performance measurement into a continuous feedback system. The competition is therefore shifting from feature-level enhancements to agentic orchestration capabilities that coordinate the full media ecosystem. Why AI is transforming the media mix now Paid, owned and earned media (the media mix) have always evolved alongside shifts in consumer behavior and technology. The past two decades alone have moved at a breakneck pace. What's different about the current ecosystem is how the speed and breadth of said changes...
Generating passive income from dividends is a wonderful way to supplement Social Security in retirement. However, you want to make sure that the dividend stocks you buy have what it takes to keep paying year after year. Enterprise Products Partners (NYSE: EPD) is a conservative option in the highly volatile energy patch. Southern Company (NYSE: SO) is a reliable dividend payer in the utility secto...
Generating passive income from dividends is a wonderful way to supplement Social Security in retirement. However, you want to make sure that the dividend stocks you buy have what it takes to keep paying year after year. Enterprise Products Partners (NYSE: EPD) is a conservative option in the highly volatile energy patch. Southern Company (NYSE: SO) is a reliable dividend payer in the utility sector. Either one or both could be the foundation for your passive income portfolio. Here's why. Oil and gas prices are highly volatile, so it may seem surprising to see an energy business like Enterprise offered up as a reliable income stock. The key is that this North American midstream giant charges energy companies fees for using the energy infrastructure it owns. The list of infrastructure it owns includes pipelines , storage assets, and transportation facilities, among other things. The fee-based nature of the business means that the volume of energy moving through Enterprise's system is more important than the price of the commodities being moved. Demand for energy tends to be strong regardless of oil prices. Image source: Getty Images. Continue reading
Jetlinerimages Spirit Airlines ( FLYYQ ) is preparing to cease operations after failing to receive a $500 million lifeline from the US government. Shares of Spirit plunged as much as 74%. The discount airline wasn't able to get enough support between certain bondholders and the government to get the financing to save the carrier, according to a WSJ repor t on Friday, which cited people familiar wi...
Jetlinerimages Spirit Airlines ( FLYYQ ) is preparing to cease operations after failing to receive a $500 million lifeline from the US government. Shares of Spirit plunged as much as 74%. The discount airline wasn't able to get enough support between certain bondholders and the government to get the financing to save the carrier, according to a WSJ repor t on Friday, which cited people familiar with the matter. There was no timetable listed for when operations may cease. Frontier Airlines ( ULCC ) and JetBlue ( JBLU ) could benefit from a competitive standpoint if Spirit ( FLYYQ ) completely winds down. Shares of Frontier jumped 15% on Friday, while JetBlue rose 12%. Spirit Airlines began as a Michigan transportation business in 1964 and later became Charter One Airlines in the 1980s. The company launched scheduled passenger service in 1992 and rebranded as Spirit Airlines, building a reputation on low fares and leisure travel routes. After going public in 2011, Spirit ( FLYYQ ) expanded across the U.S., Caribbean, and Latin America. Over time, Spirit ( FLYYQ ) doubled down on its ultra-low-cost model and was well known for charging separately for many extras. More recently, it faced stronger competition and financial strain, leading to the initial bankruptcy filing in 2024. More on Spirit Aviation Holdings, Inc. Wall Street Lunch: Spirit Airlines Surges As Trump Administration Nears Rescue Deal Last-minute reprieve? Spirit Airlines is still looking for a bailout Spirit Airlines is still flying even as bailout talks hit a snag Financial information for Spirit Aviation Holdings, Inc.
Apple (AAPL) didn't just report strong fiscal second quarter earnings yesterday ; it delivered what CEO Tim Cook called the "best March quarter ever." While the rest of the 'Mag 7' is caught up in the artificial intelligence arms race (spending hundreds of billions in capital investment), Apple remains the ultimate shareholder cash machine. By sticking to its decade's old playbook of buybacks and ...
Apple (AAPL) didn't just report strong fiscal second quarter earnings yesterday ; it delivered what CEO Tim Cook called the "best March quarter ever." While the rest of the 'Mag 7' is caught up in the artificial intelligence arms race (spending hundreds of billions in capital investment), Apple remains the ultimate shareholder cash machine. By sticking to its decade's old playbook of buybacks and dividend hikes, it's reduced share count significantly and supercharged earnings per share (EPS) growth to 22%. Truly a masterclass in operational efficiency by Tim Cook. I want to use options to possibly own more Apple exposure as Tim Cook hands off the AAPL baton to new CEO John Ternus in the coming months. The S & P 500 recently hit its twelfth new all-time high of 2026 Friday morning, which makes me mindful of where we are on risk appetite and the recent snapback rally after the volatility surrounding the Iranian war. That being said, I want to use an options spread to assist in defining my risk to additional Apple exposure. Apple Q2 2026 Earnings Highlights: Triple Beat: Revenue came in at $111.2 billion (up 17% year-over-year), crushing the high end of Apple's own guidance. EPS hit a March quarter record of $2.01, handily beating the Street estimate of $1.94. $100 Billion Club: The board authorized an additional $100 billion share repurchase program, matching last year's historic authorization. This is massive and certainly keeps Apple in a league of its own for capital return while its peers pivot to wild AI capex. Dividend Hike: Tim Cook raised the quarterly dividend by 4% to 27 cents per share, payable on May 14 to shareholders of record as of May 11. The iPhone 17 "Super-Cycle": iPhone revenue reached $56.99 billion, a new March quarter record. Cook also noted "extraordinary demand" for the iPhone 17 lineup and the new iPhone 17e. Services at All-Time Highs: Services revenue hit $30.98 billion. This high-margin business is now almost 28% of total revenue, providin...