winhorse/iStock Unreleased via Getty Images Apple ( AAPL ) was in the spotlight on Friday after it reported better-than-expected results for the fiscal second-quarter, as the iPhone 17 line continued to impress consumers. But its guidance for the coming quarter, specifically around gross margins, stunned even the most ardent bulls on Wall Street. In a good way. Margin worries ease Morgan Stanley a...
winhorse/iStock Unreleased via Getty Images Apple ( AAPL ) was in the spotlight on Friday after it reported better-than-expected results for the fiscal second-quarter, as the iPhone 17 line continued to impress consumers. But its guidance for the coming quarter, specifically around gross margins, stunned even the most ardent bulls on Wall Street. In a good way. Margin worries ease Morgan Stanley analyst Erik Woodring said the guidance for gross margins of 47.5% to 48.5% in the coming quarter, which includes “significantly” higher memory costs, was a pleasant surprise. “Revs and profit strength are persisting, including a remarkable June qtr margin guide, leaving us more confident in AAPL's ability to mitigate record cost inflation,” Woodring wrote in a note to clients. “All in, we think last night's report was the clearing event Apple needed to see shares outperform into the September iPhone launch,” he added. Woodring has an Overweight rating on Apple and upped his price target to $330 from $315. For the coming quarter, Apple expects total revenue to grow between 14% and 17% year-over-year, well above the 9.3% that analysts were expecting. Services revenue is expected to be “similar” to the March quarter, even after getting rid of favorable moves in the foreign exchange market. Specifically for the rising memory costs, outgoing Apple CEO Tim Cook said on the earnings call that the company would “look at a range of options” on how to deal with it. Product momentum and supply chain expertise While the concerns about margins may have been put to bed — for now— J.P. Morgan analyst Samik Chatterjee also noted that Apple's product momentum is exceptional right now. “Contrary to investor concerns, the bigger hurdle for Apple appears to be on the supply side, specifically the availability of advanced-node processors needed to keep pace with stronger-than-expected demand for iPhones, as well as incrementally for Macs following the recent surge in demand for the Mac mini, Ma...
Datavault AI Inc. ( NASDAQ: DVLT ) on Friday said it has signed a binding letter of intent to acquire CyberCatch Holdings ( CYBE:CA ) in an all-stock transaction valued at about C$136.8 million, as it looks to expand its AI-driven and quantum-resistant cyber risk mitigation capabilities. Under the proposed deal, Datavault AI will issue about 49.9 million shares to acquire all outstanding CyberCatc...
Datavault AI Inc. ( NASDAQ: DVLT ) on Friday said it has signed a binding letter of intent to acquire CyberCatch Holdings ( CYBE:CA ) in an all-stock transaction valued at about C$136.8 million, as it looks to expand its AI-driven and quantum-resistant cyber risk mitigation capabilities. Under the proposed deal, Datavault AI will issue about 49.9 million shares to acquire all outstanding CyberCatch shares at C$5.11 apiece. Following the transaction, Datavault AI shareholders are expected to own roughly 92.48% of the combined company, with CyberCatch shareholders holding about 7.52%. The acquisition, which is subject to regulatory, shareholder and other approvals, will see CyberCatch operate as a subsidiary based in San Diego. CyberCatch CEO Sai Huda is expected to lead the unit as president, reporting to Datavault AI CEO Nathaniel T. Bradley. The companies said the deal aims to integrate CyberCatch’s AI-enabled cyber risk and compliance platform into Datavault AI’s secure GPU ecosystem, targeting growing demand for advanced cybersecurity solutions and positioning the combined firm for the anticipated shift to post-quantum cryptography. They cited rising cyber threats and regulatory requirements, as well as expectations that quantum computing could challenge existing encryption as early as 2029, as key drivers behind the transaction. DVLT +1.96% premarket to $0.74 . Source: Press Release More on Datavault AI Datavault AI Inc. (DVLT) Q4 2025 Earnings Call Transcript Datavault AI Inc. 2025 Q4 - Results - Earnings Call Presentation Datavault AI Raises FY25 Revenue Guidance - What It Means For Investors Datavault AI, King Mining launch $150M gold tokenization deal Datavault AI signs term sheet for $120M funding from Scilex
Qualcomm (NASDAQ: QCOM) has gained roughly 34% in the past week and more than 42% over the past month, closing April at $179.58 after a Q2 FY26 report sent shares from $149.85 to $180.375 shortly after filing. For those who watched that move from the sidelines, the question is whether the easy money is gone. ... Is It Too Late to Buy Qualcomm Stock?
Qualcomm (NASDAQ: QCOM) has gained roughly 34% in the past week and more than 42% over the past month, closing April at $179.58 after a Q2 FY26 report sent shares from $149.85 to $180.375 shortly after filing. For those who watched that move from the sidelines, the question is whether the easy money is gone. ... Is It Too Late to Buy Qualcomm Stock?
Wanniwat Roumruk/iStock via Getty Images Palantir Technologies Inc. ( PLTR ), the stock which has increased about 30x in the last few years and was probably one of the most lucrative investments one could make, has actually struggled over the last few months. In the first few months of 2026, the S&P 500 declined about 10% from its previous all-time high, but while the S&P 500 made new all-time hig...
Wanniwat Roumruk/iStock via Getty Images Palantir Technologies Inc. ( PLTR ), the stock which has increased about 30x in the last few years and was probably one of the most lucrative investments one could make, has actually struggled over the last few months. In the first few months of 2026, the S&P 500 declined about 10% from its previous all-time high, but while the S&P 500 made new all-time highs in the meantime, Palantir is still trading 31% below its previous all-time high. Data by YCharts But Palantir is not alone in underperforming the broader market – especially software infrastructure and software applications all lost in value over the last few months, and it seems like Palantir was getting dragged down with the overall sector. This is especially interesting as many software companies – including for example Adobe, Intuit or Constellation Software – have crashed due to the fears of competition by GenAI applications. But Palantir is usually seen as a major AI player raising the question why the company was punished alongside “old” software companies it might attack itself. And Palantir was not the only “AI player” declining steeply – Microsoft also declined 35% from its previous all-time high (and is still 21% below its previous all-time highs) and the company is also seen at the forefront of the AI revolution. In the following article, I will argue once again that Palantir is overvalued and that the declining stock price in the last few months was probably just the result of extremely high valuation multiples in the last few months and quarters. Quarterly and Full Year Results When a stock is declining we almost always are searching for a reason and often results or disappointing numbers lead to a decline. However, in case of Palantir, the reported numbers were great once again and it is difficult to make any bearish argument when looking at these results. In fiscal 2025, Palantir generated $4,475 million in revenue and compared to $2,866 million in fiscal...
Wanniwat Roumruk/iStock via Getty Images Palantir Technologies Inc. ( PLTR ), the stock which has increased about 30x in the last few years and was probably one of the most lucrative investments one could make, has actually struggled over the last few months. In the first few months of 2026, the S&P 500 declined about 10% from its previous all-time high, but while the S&P 500 made new all-time hig...
Wanniwat Roumruk/iStock via Getty Images Palantir Technologies Inc. ( PLTR ), the stock which has increased about 30x in the last few years and was probably one of the most lucrative investments one could make, has actually struggled over the last few months. In the first few months of 2026, the S&P 500 declined about 10% from its previous all-time high, but while the S&P 500 made new all-time highs in the meantime, Palantir is still trading 31% below its previous all-time high. Data by YCharts But Palantir is not alone in underperforming the broader market – especially software infrastructure and software applications all lost in value over the last few months, and it seems like Palantir was getting dragged down with the overall sector. This is especially interesting as many software companies – including for example Adobe, Intuit or Constellation Software – have crashed due to the fears of competition by GenAI applications. But Palantir is usually seen as a major AI player raising the question why the company was punished alongside “old” software companies it might attack itself. And Palantir was not the only “AI player” declining steeply – Microsoft also declined 35% from its previous all-time high (and is still 21% below its previous all-time highs) and the company is also seen at the forefront of the AI revolution. In the following article, I will argue once again that Palantir is overvalued and that the declining stock price in the last few months was probably just the result of extremely high valuation multiples in the last few months and quarters. Quarterly and Full Year Results When a stock is declining we almost always are searching for a reason and often results or disappointing numbers lead to a decline. However, in case of Palantir, the reported numbers were great once again and it is difficult to make any bearish argument when looking at these results. In fiscal 2025, Palantir generated $4,475 million in revenue and compared to $2,866 million in fiscal...
Howe under pressure to end Magpies’ losing streak Manager confident he retains backing of club owners Eddie Howe has emerged from a meeting with Newcastle’s Saudi Arabian owners confident he retains their support but also acutely aware that such backing is finite, with the manager admitting “a lot is riding” on Saturday’s visit of Brighton. Howe will aim to end a run of five straight defeats again...
Howe under pressure to end Magpies’ losing streak Manager confident he retains backing of club owners Eddie Howe has emerged from a meeting with Newcastle’s Saudi Arabian owners confident he retains their support but also acutely aware that such backing is finite, with the manager admitting “a lot is riding” on Saturday’s visit of Brighton. Howe will aim to end a run of five straight defeats against Fabian Hürzeler’s side at St James’ Park and is under no illusion of the significance of the task ahead. “We need a win,” admitted Newcastle’s manager. “There’s a lot riding on this weekend for us. You can talk as much as you want but the proof is in how the team performs. I’m under no illusion that needs to be positive.” Continue reading...
An independent advisory committee of the U.S. Food and Drug Administration has recommended the use of AstraZeneca’s ( AZN ) anti-tumor agent Truqap (capivasertib) as part of a combination regimen for a type of prostate cancer. In a 7 to 1 vote, the FDA’s Oncologic Drugs Advisory Committee endorsed the benefit-risk profile of Truqap in combination with abiraterone and androgen deprivation therapy f...
An independent advisory committee of the U.S. Food and Drug Administration has recommended the use of AstraZeneca’s ( AZN ) anti-tumor agent Truqap (capivasertib) as part of a combination regimen for a type of prostate cancer. In a 7 to 1 vote, the FDA’s Oncologic Drugs Advisory Committee endorsed the benefit-risk profile of Truqap in combination with abiraterone and androgen deprivation therapy for PTEN-deficient metastatic hormone-sensitive prostate cancer, the company said. One member of the panel abstained from voting. The twice-daily therapy is already available in the U.S. as a late-line option for adults with HR-positive HER2-negative locally advanced or metastatic breast cancer. Astra’s ( AZN ) supplemental New Drug Application for Truqap for prostate cancer is currently under FDA review. The FDA's advisory committees issue non-binding recommendations. However, the regulator usually follows their advice before making a final decision on authorizations. At the same meeting, the ODAC panel voted 6–3 to reject AstraZeneca's ( AZN ) bid for FDA approval of its oral anti-tumor agent, camizestrant, for a type of breast cancer. More on AstraZeneca PLC AstraZeneca PLC (AZN) Q1 2026 Earnings Call Transcript AstraZeneca: Q1 Earnings Analysis: An Excellent Long-Term Buy And Hold AstraZeneca PLC 2026 Q1 - Results - Earnings Call Presentation AstraZeneca hits setback as FDA committee declines to endorse camizestrant AstraZeneca beats top-line and bottom-line estimates; reaffirms FY26 outlook
Cinema ticket demand is higher than ever, the commitment to filmmaking by legacy studios is 'unprecedented', and even streaming services have embraced theatrical releases, says Tim Richards, CEO of Vue. He spoke to Bloomberg's Francine Lacqua on 'The Pulse'. (Source: Bloomberg)
Cinema ticket demand is higher than ever, the commitment to filmmaking by legacy studios is 'unprecedented', and even streaming services have embraced theatrical releases, says Tim Richards, CEO of Vue. He spoke to Bloomberg's Francine Lacqua on 'The Pulse'. (Source: Bloomberg)
(RTTNews) - While reporting financial results for the first quarter on Friday, Church & Dwight Co., Inc. (CHD) provided its adjusted earnings and net sales growth guidance for the second quarter and maintained its outlook for the full-year 2026.
(RTTNews) - While reporting financial results for the first quarter on Friday, Church & Dwight Co., Inc. (CHD) provided its adjusted earnings and net sales growth guidance for the second quarter and maintained its outlook for the full-year 2026.
da-kuk/E+ via Getty Images Berkshire Hathaway director Chris Davis believes the current S&P 500 ( SP500 ) is in a “peculiar distortion” characterized by inflated valuations and increasingly narrow market leadership, while financial stocks represent significantly undervalued opportunities. The Davis Advisors chairman, whose firm manages more than $31 billion in assets, sees the banking sector as po...
da-kuk/E+ via Getty Images Berkshire Hathaway director Chris Davis believes the current S&P 500 ( SP500 ) is in a “peculiar distortion” characterized by inflated valuations and increasingly narrow market leadership, while financial stocks represent significantly undervalued opportunities. The Davis Advisors chairman, whose firm manages more than $31 billion in assets, sees the banking sector as positioned for a major revaluation over the coming decade. In an interview with CNBC at the Berkshire Hathaway annual meeting, Davis pushed back on criticism of Berkshire’s recent underperformance relative to the broader market. “The S&P 500 is such a peculiar distortion right now,” Davis said. “We sat out here in 1999, and everybody said, you know, Berkshire’s dead, value’s dead. He’s a dinosaur. Why doesn’t he just index?” Davis argued that the market is experiencing a “super cycle where the index valuation has gone higher and higher” while “the number of contributors has gotten narrower and narrower.” He suggested investors should give the current environment time to play out rather than chase the concentrated gains in mega-cap technology stocks. The longtime value investor is particularly bullish on financial stocks, which he believes are mispriced due to lingering fears from the 2008 financial crisis. “ Capital ratios have been built, regulation has been added,” Davis explained, noting that banks now have “very durable businesses that are well capitalized, and yet people still trade them as if they’re very fragile.” Davis specifically highlighted Capital One as “a classic growth stock in disguise,” pointing out that it trades at just nine times earnings despite being one of the largest banks in the country and still led by its founder, Rich Fairbank. “I don’t know any company that is better positioned for the advent of AI in financial services than Capital One,” he said. “It’s just amazing to me to have those sorts of opportunities in a very expensive market.” The invest...
RA'ANANA, Israel, May 01, 2026 (GLOBE NEWSWIRE) -- Inspira Technologies Oxy B.H.N. Ltd. (Nasdaq: IINN, IINNW) ("Inspira" or the "Company") today announced that it has secured a $596,000 purchase order for an Additively Manufactured Electronics ("AME") system from a leading Irish technological research university. The order is structured with a non-refundable upfront payment of 40% of the order val...
RA'ANANA, Israel, May 01, 2026 (GLOBE NEWSWIRE) -- Inspira Technologies Oxy B.H.N. Ltd. (Nasdaq: IINN, IINNW) ("Inspira" or the "Company") today announced that it has secured a $596,000 purchase order for an Additively Manufactured Electronics ("AME") system from a leading Irish technological research university. The order is structured with a non-refundable upfront payment of 40% of the order value, which has been received by the Company, with the balance payable against delivery.
In this video, I will cover the recent Wall Street Journal report on OpenAI and how that impacts the $600 billion compute commitments. Watch the short video to learn more, consider subscribing, and click the special offer link below.
In this video, I will cover the recent Wall Street Journal report on OpenAI and how that impacts the $600 billion compute commitments. Watch the short video to learn more, consider subscribing, and click the special offer link below.
MercadoLibre (NASDAQ: MELI) is a dominant e-commerce and fintech platform that just keeps growing. It entered 2026 with year-over-year revenue growth of more than 40%. It's delivered growth like this for years, and it still has plenty of runway left. Yet the stock is trading about 30% off its highs and trades at its lowest price-to-sales multiple in more than a decade. For investors seeking opport...
MercadoLibre (NASDAQ: MELI) is a dominant e-commerce and fintech platform that just keeps growing. It entered 2026 with year-over-year revenue growth of more than 40%. It's delivered growth like this for years, and it still has plenty of runway left. Yet the stock is trading about 30% off its highs and trades at its lowest price-to-sales multiple in more than a decade. For investors seeking opportunities beyond artificial intelligence (AI), this could be one of the best bargains on the market. Here are two of the best reasons to buy the stock now. Image source: The Motley Fool. Continue reading