AMD has announced through Senior Vice President and General Manager Jack Huynh that FSR 4.1 upscaling technology is coming to RDNA 3 GPUs this July. Huynh confirmed that Radeon RX 7000 series graphics cards, among other older graphics architectures, will receive the update in July. Older RDNA 2 cards will also benefit in early 2027. The decision directly benefits budget-conscious PC gamers and han...
AMD has announced through Senior Vice President and General Manager Jack Huynh that FSR 4.1 upscaling technology is coming to RDNA 3 GPUs this July. Huynh confirmed that Radeon RX 7000 series graphics cards, among other older graphics architectures, will receive the update in July. Older RDNA 2 cards will also benefit in early 2027. The decision directly benefits budget-conscious PC gamers and handheld console users who have opted out of expensive hardware upgrades. Instead of having to purchase new GPUs, they will simply have to download the software driver. FSR (FidelityFX Super Resolution) 4.1 marks a major shift for AMD. It introduces a machine learning-powered algorithm that replaces traditional analytical upscaling. By updating their software drivers, users can access cleaner image reconstruction, reduced motion ghosting, and better performance with FSR Upscaling 4.1 across more than 300 supported gaming titles on their RDNA 3 graphics. Beyond desktop players, the rollout carries significant implications for the wider gaming ecosystem. Devices like the ROG Ally X and Lenovo Legion Go run on RDNA 3 integrated graphics. This means handheld gamers will see immediate frame rate and visual fidelity improvements this summer. Furthermore, current-generation consoles like the PlayStation 5 and Xbox Series X|S, as well as Valve’s Steam Deck, rely on RDNA 2 architecture. This means AMD’s early 2027 roadmap lays the groundwork for massive visual optimization across the entire console market.
Uwe Krejci/DigitalVision via Getty Images Summary I gave a hold rating to Match Group, Inc. ( MTCH ) last year as I was not confident about the turnaround potential and that Tinder was still declining. The latest quarter showed good improvements, and the operating metrics are finally moving in the right direction. However, I am still maintaining my hold rating. Tinder is improving, but it is not g...
Uwe Krejci/DigitalVision via Getty Images Summary I gave a hold rating to Match Group, Inc. ( MTCH ) last year as I was not confident about the turnaround potential and that Tinder was still declining. The latest quarter showed good improvements, and the operating metrics are finally moving in the right direction. However, I am still maintaining my hold rating. Tinder is improving, but it is not growing yet. Hinge remains strong, but it is not big enough to carry the group. Earnings results update (Q1 2026) MTCH’s Q1 numbers were better than I expected. Revenue was up 4% y/y on a reported basis and flat on an FX-neutral basis. Direct revenue was also up 4% y/y on a reported basis, bridged by payers declining 5% y/y and revenue per paying user [RPP] up 10% y/y. The simple read is that MTCH is relying on stronger monetization to offset a contracting paying user base. That is not a bad outcome for one quarter, but it also shows MTCH is not yet back to clean volume-led growth. That said, the good news is that Tinder saw solid improvement. Tinder's direct revenue was up 2% y/y on a reported basis (though still down 3% on an FX-neutral basis). Payers still declined in Q1 by 5% y/y, but this is still better than the 8% y/y decline in Q4 2025. The good news is that MTCH managed to better monetize (RPP went up 7% y/y to $17.56). Within MTCH, Hinge is still the strongest growth asset. Direct revenue was up 28% y/y on a reported basis and 24% on an FX-neutral basis. The quality of growth is much better than Tinder. Payers grew 15% y/y, while RPP grew 11% y/y. This is the best type of growth because it is not just coming from price. Hinge is still adding payers while monetizing them better. Elsewhere, Evergreen & Emerging [E&E] was still weak. Direct revenue fell 7% y/y on a reported basis and 10% on an FX-neutral basis. Payers declined 16% y/y while RPP was up 11% to $22.97. Match Group Asia also declined, with direct revenue down 6% y/y on a reported basis and 7% on an FX-neu...
In this article DE10Y DE30Y UK10Y UK30Y US10Y US30Y US2Y Follow your favorite stocks CREATE FREE ACCOUNT Yields on U.S. Treasurys moved lower early on Wednesday, following a sharp sell-off across bond markets as inflation concerns continue to weigh on investor sentiment. The 10-year Treasury yield — the main benchmark for mortgages, auto loans and credit card debt — was just under 2 basis points l...
In this article DE10Y DE30Y UK10Y UK30Y US10Y US30Y US2Y Follow your favorite stocks CREATE FREE ACCOUNT Yields on U.S. Treasurys moved lower early on Wednesday, following a sharp sell-off across bond markets as inflation concerns continue to weigh on investor sentiment. The 10-year Treasury yield — the main benchmark for mortgages, auto loans and credit card debt — was just under 2 basis points lower in early trade at 4.653%. During Tuesday's session, it reached its highest level since January 2025, at 4.687%. Meanwhile, the longer-dated 30-year Treasury bond yield was around 1 basis point lower at 5.172%, having briefly advanced to 5.197%, its highest level since July 2007, during the previous day's trade. Yields on the 2-year Treasury note, which are more sensitive to calls on short-term Federal Reserve interest rate moves, slipped by 2 basis points to 4.106%. One basis point equals 0.01%, or 1/100th of 1%, and yields and prices move inversely to one another. Traders are weighing prospects for a re-escalation of hostilities in the Middle East conflict, its lasting impact on prices and how developments will shape the monetary policy of the Federal Reserve and other central banks. Minutes from the April 27-28 Federal Open Market Committee meeting will be published later Wednesday. The Fed kept the federal funds rate unchanged at between 3.5% and 3.75%, but the decision drew the biggest dissension within the FOMC in more than 30 years, with the rate-setting committee split 8-4. HSBC strategists said in a note Tuesday that U.S. Treasurys have entered a "danger zone", warning that sticky inflation and hawkish rate expectations could start heaping pressure on broader risk assets. Oil prices edged lower on Wednesday morning, after two Chinese tankers carrying about 4 million barrels of oil exited the Strait of Hormuz. U.S. West Texas Intermediate prices were some 0.3% lower at $103.70% a barrel, as Brent crude, the international benchmark, dipped 0.4% to $110.83 per bar...
MoMo Productions/DigitalVision via Getty Images In the months that followed my previous coverage , macroeconomic volatility intensified and was exacerbated by external factors. Lincoln National Corporation ( LNC ) has also experienced the impact as its value remains flat with a 4% decrease from the price in my previous analysis. While this may suggest that I was a bit too early for a hold-to-buy u...
MoMo Productions/DigitalVision via Getty Images In the months that followed my previous coverage , macroeconomic volatility intensified and was exacerbated by external factors. Lincoln National Corporation ( LNC ) has also experienced the impact as its value remains flat with a 4% decrease from the price in my previous analysis. While this may suggest that I was a bit too early for a hold-to-buy upgrade, I believe that market fears will create a lot of buying opportunities. As you can see, valuation is already cheaper, while fundamentals remain unperturbed. Technicals adhere to them as new entry points open again. LNC Q1 2026: Solid and Sound The US economy is showing uncertainty as inflation intensifies, aggravated by external disruptions like tariffs and skyrocketing oil prices. Even established insurance businesses like Lincoln National Corporation are not completely insulated from the headwinds, as these can affect pricing power, retention rates, and margins. Yet, its solid underwriting strategies, well-diversified business segments, and prudent investment management allow it to protect its growth and margins. This was evident in its most recent report. In Q1 2026, its operating revenue amounted to $5.31 billion , up by 13.1% YoY from $4.69 billion. This YoY growth strengthened from my previous coverage with a YoY decrease of 2.5%. This showed its strong core and non-core operations as revenue and income streams improved. You can note that its insurance premiums decreased a bit from $1.676 billion to $1.674 billion. But overall, this still appeared flat and stable, which we can attribute to its disciplined and balanced approach to growth. This was most likely due to its Group Protection Segment, as sales decreased by 4.5%, from $157 million to $150 million . But somehow, I think that is normal in line with its prudent pricing management. LNC may have tried to veer away from underpriced markets or clients just to grow sales. It has to consider higher disability r...
Richard Drury/DigitalVision via Getty Images By Mari Shor, CFA A year ago, tariff uncertainty and recession risk dominated our outlook for the sector. Today, conditions are more constructive. Consumer spending has proven more resilient than the macroeconomic backdrop would predict. Given geopolitical uncertainty, rising energy prices and a still-unsettled tariff environment, a more cautious view o...
Richard Drury/DigitalVision via Getty Images By Mari Shor, CFA A year ago, tariff uncertainty and recession risk dominated our outlook for the sector. Today, conditions are more constructive. Consumer spending has proven more resilient than the macroeconomic backdrop would predict. Given geopolitical uncertainty, rising energy prices and a still-unsettled tariff environment, a more cautious view of the U.S. consumer would be understandable. The data tells a different story. Wage growth has stabilized, manufacturing and services Purchasing Managers' Index (PMI) is improving, and the goods-versus-services rebalancing that weighed on discretionary categories for much of the past three years has largely run its course. Further, tax refunds provided a significant boost to aggregate spending in the first quarter. While this benefit will moderate throughout the remainder of the year, we still expect underlying spending growth to remain relatively strong given these supportive factors. We are more bullish on the sector than we were a year ago, reflecting reduced recession risk and greater tariff visibility. Consumer backdrop: Bullish, with a steepening K-shaped recovery The aggregate consumer picture is more supportive than it appears. Stabilizing inflation in key categories and relatively strong wage growth and employment underpin our constructive view. PMIs exhibit the strongest coincident correlations with consumer discretionary performance of any macroeconomic indicator we track, and improving readings represent a meaningful bullish signal for retail stocks in 2026. However, the aggregate data masks an important concentration. The top 40% of earners drive approximately 70% of aggregate discretionary spending while owning roughly 94% of equities and financial assets. Since the end of 2020, U.S. household equity in real estate is up 61%. Higher-income consumers have an outsized impact on the sector-level figures, which creates a specific risk: a sustained equity market co...
Adell Harriman & Carpenter Inc. lifted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 74.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 5,273 shares of the semiconductor manufacturer's stock after buying an additional 2,250 shares during the period. Adell Harriman & Carpent...
Adell Harriman & Carpenter Inc. lifted its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 74.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 5,273 shares of the semiconductor manufacturer's stock after buying an additional 2,250 shares during the period. Adell Harriman & Carpenter Inc.'s holdings in Advanced Micro Devices were worth $1,129,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Joseph Group Capital Management acquired a new position in Advanced Micro Devices during the 4th quarter valued at about $25,000. Koesten Hirschmann & Crabtree INC. increased its stake in shares of Advanced Micro Devices by 61.0% in the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock valued at $26,000 after purchasing an additional 61 shares during the period. Aviso Financial Inc. raised its holdings in shares of Advanced Micro Devices by 400.0% during the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after buying an additional 160 shares during the last quarter. Delos Wealth Advisors LLC raised its holdings in shares of Advanced Micro Devices by 100.0% during the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after buying an additional 100 shares during the last quarter. Finally, LFA Lugano Financial Advisors SA boosted its position in shares of Advanced Micro Devices by 74.1% during the third quarter. LFA Lugano Financial Advisors SA now owns 235 shares of the semiconductor manufacturer's stock worth $38,000 after buying an additional 100 shares during the period. Institutional investors and hedge funds own 71.34% of the company's stock. Get Ad...
ABN AMRO Bank N.V. lifted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 27.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 95,106 shares of the social networking company's stock after buying an additional 20,354 shares during the quarter. ABN AMRO Bank N.V.'s holdings in Meta Platforms were worth $62,...
ABN AMRO Bank N.V. lifted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 27.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 95,106 shares of the social networking company's stock after buying an additional 20,354 shares during the quarter. ABN AMRO Bank N.V.'s holdings in Meta Platforms were worth $62,924,000 at the end of the most recent quarter. Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in shares of Meta Platforms by 1.7% during the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock worth $20,230,000 after acquiring an additional 570 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Meta Platforms by 10.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock worth $5,537,000 after purchasing an additional 875 shares in the last quarter. Headwater Capital Co Ltd boosted its holdings in Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock worth $86,454,000 after purchasing an additional 112,000 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. bought a new position in Meta Platforms in the second quarter valued at $213,000. Finally, Capital & Planning LLC bought a new position in Meta Platforms in the second quarter valued at $322,000. Institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Wall Street Analyst Weigh In A number of research firms recently issued reports on META. Sanford C. Bernstein lowered their target price on Meta Platforms from $900.00 to $850.00 and set an "outperform" rating on the stock in a research report on Thursday, April 30th. Guggenheim reduced their price target on Meta Platform...
ABN AMRO Bank N.V. raised its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 436,017 shares of the information services provider's stock after acquiring an additional 39,597 shares during the quarter. Alphabet makes up about 1.3% of ABN AM...
ABN AMRO Bank N.V. raised its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 436,017 shares of the information services provider's stock after acquiring an additional 39,597 shares during the quarter. Alphabet makes up about 1.3% of ABN AMRO Bank N.V.'s portfolio, making the stock its 27th biggest position. ABN AMRO Bank N.V.'s holdings in Alphabet were worth $136,439,000 as of its most recent filing with the Securities and Exchange Commission. A number of other institutional investors and hedge funds have also made changes to their positions in GOOG. Brighton Jones LLC lifted its holdings in Alphabet by 5.6% in the 4th quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider's stock valued at $22,901,000 after purchasing an additional 6,410 shares in the last quarter. Worldquant Millennium Advisors LLC grew its holdings in shares of Alphabet by 76.2% during the second quarter. Worldquant Millennium Advisors LLC now owns 1,865,304 shares of the information services provider's stock worth $330,886,000 after buying an additional 806,681 shares in the last quarter. Darwin Wealth Management LLC acquired a new stake in shares of Alphabet in the second quarter valued at about $658,000. Financial Advisors Network Inc. raised its position in shares of Alphabet by 7.7% in the second quarter. Financial Advisors Network Inc. now owns 7,945 shares of the information services provider's stock valued at $1,409,000 after buying an additional 565 shares during the last quarter. Finally, Ausdal Financial Partners Inc. lifted its stake in shares of Alphabet by 10.7% in the second quarter. Ausdal Financial Partners Inc. now owns 37,310 shares of the information services provider's stock worth $6,618,000 after buying an additional 3,616 shares in the last quarter. 27.26% of the stock is currently...
Absher Wealth Management LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 76,038 shares of the software giant's stock after selling 1,916 shares during the period. Microsoft comprises about 4.4% of Absher Wealth Management LLC's portfolio, making the stock its 3rd...
Absher Wealth Management LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 76,038 shares of the software giant's stock after selling 1,916 shares during the period. Microsoft comprises about 4.4% of Absher Wealth Management LLC's portfolio, making the stock its 3rd largest holding. Absher Wealth Management LLC's holdings in Microsoft were worth $36,773,000 as of its most recent filing with the SEC. Other institutional investors and hedge funds have also modified their holdings of the company. Longfellow Investment Management Co. LLC grew its holdings in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares during the period. Bayforest Capital Ltd acquired a new stake in shares of Microsoft during the 3rd quarter worth approximately $38,000. Fairway Wealth LLC raised its position in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares during the period. LSV Asset Management acquired a new position in Microsoft in the fourth quarter valued at approximately $44,000. Finally, Sellwood Investment Partners LLC acquired a new position in Microsoft in the third quarter valued at approximately $49,000. Institutional investors and hedge funds own 71.13% of the company's stock. Get Microsoft alerts: Sign Up Key Stories Impacting Microsoft Here are the key news stories impacting Microsoft this week: Insiders Place Their Bets In other Microsoft news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the execu...
Adell Harriman & Carpenter Inc. cut its position in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 16.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,599 shares of the wireless technology company's stock after selling 8,110 shares during the period. Adell Harriman & Carpenter Inc.'s holdings in Qu...
Adell Harriman & Carpenter Inc. cut its position in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 16.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,599 shares of the wireless technology company's stock after selling 8,110 shares during the period. Adell Harriman & Carpenter Inc.'s holdings in Qualcomm were worth $6,945,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its holdings in Qualcomm by 116.6% in the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company's stock valued at $2,666,000 after purchasing an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC grew its position in Qualcomm by 15.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company's stock worth $391,000 after acquiring an additional 340 shares during the period. Sivia Capital Partners LLC increased its stake in Qualcomm by 44.3% during the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company's stock worth $530,000 after acquiring an additional 1,020 shares during the last quarter. Main Street Financial Solutions LLC raised its position in Qualcomm by 6.1% in the second quarter. Main Street Financial Solutions LLC now owns 5,778 shares of the wireless technology company's stock valued at $920,000 after purchasing an additional 333 shares during the period. Finally, Transamerica Financial Advisors LLC raised its position in Qualcomm by 9.7% in the second quarter. Transamerica Financial Advisors LLC now owns 6,800 shares of the wireless technology company's stock valued at $1,083,000 after purchasing an additional 603 shares during the period. 74.35% of the stock is currently owned by hedg...