hapabapa Anticipation is building across the technology and semiconductor sectors ahead of this afternoon’s keynote address at the NVIDIA GTC 2026, where CEO Jensen Huang is set to outline the company’s latest advances in artificial intelligence and accelerated computing. The keynote traditionally serves as the opening address for NVIDIA’s ( NVDA ) annual developer conference and is closely watche...
hapabapa Anticipation is building across the technology and semiconductor sectors ahead of this afternoon’s keynote address at the NVIDIA GTC 2026, where CEO Jensen Huang is set to outline the company’s latest advances in artificial intelligence and accelerated computing. The keynote traditionally serves as the opening address for NVIDIA’s ( NVDA ) annual developer conference and is closely watched by investors, engineers, and industry leaders for signals about the future of AI infrastructure and chip development. Prediction market platform Kalshi shows traders actively speculating on what themes Huang may highlight during the presentation, ranging from next-generation AI hardware to expanded data-center capabilities. The speech often sets the tone for technology markets and can influence sentiment across semiconductor stocks as investors gauge the next phase of the AI boom. According to Kalshi, when proposed the question: What will Jensen Huang say during NVIDIA GTC Keynote? Here is what traders have forecasted: Blackwell—98% chance. Data Center—98% chance. Trillion—89% chance. Open Source—88% chance. Photon / Photonics — 84% chance. Cosmos—81% chance. Alpamayo—79% chance. Self-driving—78% chance. Quantum—77% chance. Dynamo—73% chance. Humanoid—72% chance. Hyperscaler—48% chance. Elon Musk—42% chance. Anthropic—33% chance. Domestic—30% chance. Stargate—18% chance. ETFs with the largest exposure to NVDA: ( NVDL ), ( USD ), ( GXPT ), ( SMHX ), ( USXF ), ( SHOC ), ( SMH ), ( FTEC ), ( IXN ), and ( WUGI ). Tech ETFs: ( VGT ), ( XLK ), ( IYW ), ( FTEC ), ( IXN ), and ( RSPT ). Semiconductor ETFs: ( SMH ), ( SOXX ), ( SOXL ), ( FTXL ), ( XSD ), ( USD ), ( PSI ), and ( SEMI ). More on markets Oil slips to start the week, but traders bet on $100+ WTI by Friday Recession odds climb as Middle East conflict escalates, according to prediction markets When will a U.S.–Iran ceasefire happen? Prediction markets point to early summer DXY climbs back above 100 and is closing in on ...
Telos press release ( TLS ): Q4 Non-GAAP EPS of $0.06 beats by $0.04 . Revenue of $46.8M (+77.5% Y/Y) beats by $1.58M . More on Telos Telos: Rapid Growth Surge And Still Under-Recognized In The Market Telos: Security Solutions And Telos ID Drive The Path To Profitability Telos Q4 2025 Earnings Preview From REITs to Retail: Small caps with the longest runs at bullish Quant ratings Seeking Alpha’s Q...
Telos press release ( TLS ): Q4 Non-GAAP EPS of $0.06 beats by $0.04 . Revenue of $46.8M (+77.5% Y/Y) beats by $1.58M . More on Telos Telos: Rapid Growth Surge And Still Under-Recognized In The Market Telos: Security Solutions And Telos ID Drive The Path To Profitability Telos Q4 2025 Earnings Preview From REITs to Retail: Small caps with the longest runs at bullish Quant ratings Seeking Alpha’s Quant Rating on Telos
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) is scheduled to release fiscal second-quarter 2026 results on Wednesday after the market close, with investors focused on earnings momentum fueled by artificial intelligence-related memory demand. Wall Street expects the memory chip maker to report earnings per share of $8.77 for the quarter, representing substantial growth fr...
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) is scheduled to release fiscal second-quarter 2026 results on Wednesday after the market close, with investors focused on earnings momentum fueled by artificial intelligence-related memory demand. Wall Street expects the memory chip maker to report earnings per share of $8.77 for the quarter, representing substantial growth from a year earlier. Revenue is projected to reach about $19.03 billion, reflecting stronger pricing and demand for high-bandwidth memory and DRAM products used in data centers. The company has benefited from rising memory prices and tight industry supply, helping its shares advance roughly 42% year to date. Analysts say expectations remain elevated heading into the report, with attention centered on demand trends for next-generation HBM products and forward visibility. Ahead of the results, several brokerages raised price targets. Wedbush Securities increased its target to $500 from $320, while Wells Fargo lifted its target to $470 from $410 and reiterated a Buy rating. Analysts cited improving earnings prospects and ongoing demand tied to advanced computing cycles, including next-generation platforms from Nvidia (NASDAQ:NVDA). Wall Street Opinion Micron Q2 Earnings Preview: What To Expect From Upcoming Report Based on the one year price targets offered by 40 analysts, the average target price for Micron Technology Inc is $407.89 with a high estimate of $650.00 and a low estimate of $86.28. The average target implies a downside of -4.28% from the current price of $426.13. Based on GuruFocus estimates, the estimated GF Value for Micron Technology Inc in one year is $372.96, suggesting a downside of -12.48% from the current price of $426.13.
Micron Technology MU is scheduled to release fiscal second-quarter 2026 results on Wednesday after the market close, with investors focused on earnings momentum fueled by artificial intelligence-related memory demand. Wall Street expects the memory chip maker to report earnings per share of $8.77 for the quarter, representing substantial growth from a year earlier. Revenue is projected to reach ab...
Micron Technology MU is scheduled to release fiscal second-quarter 2026 results on Wednesday after the market close, with investors focused on earnings momentum fueled by artificial intelligence-related memory demand. Wall Street expects the memory chip maker to report earnings per share of $8.77 for the quarter, representing substantial growth from a year earlier. Revenue is projected to reach about $19.03 billion, reflecting stronger pricing and demand for high-bandwidth memory and DRAM products used in data centers. The company has benefited from rising memory prices and tight industry supply, helping its shares advance roughly 42% year to date. Analysts say expectations remain elevated heading into the report, with attention centered on demand trends for next-generation HBM products and forward visibility. Ahead of the results, several brokerages raised price targets. Wedbush Securities increased its target to $500 from $320, while Wells Fargo lifted its target to $470 from $410 and reiterated a Buy rating. Analysts cited improving earnings prospects and ongoing demand tied to advanced computing cycles, including next-generation platforms from Nvidia NVDA. Wall Street Opinion Based on the one year price targets offered by 40 analysts, the average target price for Micron Technology Inc is $407.89 with a high estimate of $650.00 and a low estimate of $86.28. The average target implies a downside of -4.28% from the current price of $426.13. Based on GuruFocus estimates, the estimated GF Value for Micron Technology Inc in one year is $372.96, suggesting a downside of -12.48% from the current price of $426.13.
Michael H February Industrial Production: +0.2% M/M vs. +0.1% consensus and +0.7% prior (unrevised), according to data released by the Federal Reserve on Monday. Developing… Check back for updates. More on the US Economy Precarious Calm In The Capital Markets, With A Softer Greenback Week Ahead: Eight Of The G10 Central Banks Meet, Maybe One Moves Markets Weekly Outlook: The Financial Damage Of Wa...
Michael H February Industrial Production: +0.2% M/M vs. +0.1% consensus and +0.7% prior (unrevised), according to data released by the Federal Reserve on Monday. Developing… Check back for updates. More on the US Economy Precarious Calm In The Capital Markets, With A Softer Greenback Week Ahead: Eight Of The G10 Central Banks Meet, Maybe One Moves Markets Weekly Outlook: The Financial Damage Of War DXY climbs back above 100 and is closing in on a new 4-month high U.S. dollar slips as Middle East tensions and oil volatility weigh: Currency Recap
Carver Bancorp ( CARV ) on Monday said that it has reached an agreement with institutional holders of its trust preferred securities to cancel more than $1 million in interest obligations in exchange for 524,826 shares of the company’s common stock. The transaction remains subject to customary approvals. CARV closed -8.75% at $1.46. Source: Press Release More on Carver Bancorp Financial informatio...
Carver Bancorp ( CARV ) on Monday said that it has reached an agreement with institutional holders of its trust preferred securities to cancel more than $1 million in interest obligations in exchange for 524,826 shares of the company’s common stock. The transaction remains subject to customary approvals. CARV closed -8.75% at $1.46. Source: Press Release More on Carver Bancorp Financial information for Carver Bancorp
This article first appeared on GuruFocus. Hon Hai Precision Industry, better known as Foxconn (FXCOF), reported a decline in fourth-quarter profit as earnings missed analyst expectations despite steady demand for artificial intelligence servers. Net income for the OctoberDecember period totaled T$45.21 billion, or about $1.42 billion, down roughly two percent from the same quarter a year earlier. ...
This article first appeared on GuruFocus. Hon Hai Precision Industry, better known as Foxconn (FXCOF), reported a decline in fourth-quarter profit as earnings missed analyst expectations despite steady demand for artificial intelligence servers. Net income for the OctoberDecember period totaled T$45.21 billion, or about $1.42 billion, down roughly two percent from the same quarter a year earlier. Analysts tracked by LSEG had expected profit of about T$63.86 billion for the quarter. Foxconn, the primary iPhone assembler for Apple (NASDAQ:AAPL) and a major server manufacturing partner for Nvidia (NASDAQ:NVDA), has been expanding production of AI-related hardware as demand grows for data center infrastructure. The Taiwan-based company remains one of the largest global electronics contract manufacturers, producing devices and components for a wide range of technology firms. Chairman Young Liu recently cautioned that ongoing geopolitical tensions could affect production costs. He said a prolonged conflict involving the United States, Israel and Iran could push up prices for oil and other raw materials, which may influence supply chains across the electronics sector. Looking ahead, the company said visibility for the first quarter of 2026 remains broadly in line with market expectations, suggesting stable demand conditions in the near term despite uncertainty around commodity prices and global trade condition
The Lancaster project features around 170,000 solar panels. Credit: European Energy. European Energy has opened the Lancaster Solar Farm in Victoria, Australia, with a capacity of 108MW, marking a significant addition to its renewable energy assets in the region. The solar facility will provide electricity to Apple through a long-term power purchase agreement (PPA), enhancing European Energy’s pre...
The Lancaster project features around 170,000 solar panels. Credit: European Energy. European Energy has opened the Lancaster Solar Farm in Victoria, Australia, with a capacity of 108MW, marking a significant addition to its renewable energy assets in the region. The solar facility will provide electricity to Apple through a long-term power purchase agreement (PPA), enhancing European Energy’s presence in the Australian renewable sector. The Lancaster project features around 170,000 solar panels and was unveiled during the Danish Royal Couple’s State Visit. This initiative strengthens European Energy’s strategy of expanding its renewable operations in Australia, where it currently manages a development pipeline of around 10GW encompassing solar, onshore wind and battery storage projects. European Energy CEO Knud Erik Andersen said: “The Lancaster Solar Farm adds further scale to European Energy’s activities in Australia and reflects the company’s strategy of expanding its renewable energy portfolio in markets with strong demand for clean electricity. “Australia is developing quickly as a renewable energy market, and European Energy continues to build a project pipeline supported by long-term PPAs and partnerships with corporate offtakers.” GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence The company views Australia as a vital market and has secured multiple long-term agreements with international corporate clients. In 2025, European Energy obtained development approval for a 1.1GW renewable energy facility, bolstering its project lineup. Additionally, European Energy is constructing the Winton North Solar Farm and commissioning the Mulwala Solar Farm. Both projects are situated within 90 minutes of Lancaster and are nearing operational status. There are also additional pro...
Have you looked into how Oracle (ORCL) performed internationally during the quarter ending February 2026? Considering the widespread global presence of this software maker, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth. In the current global economy, which is more interconnected than ever, a company's success in penetrat...
Have you looked into how Oracle (ORCL) performed internationally during the quarter ending February 2026? Considering the widespread global presence of this software maker, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth. In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Investors must understand a company's dependence on overseas markets, as this offers a window into the company's earnings stability, its ability to benefit from varied economic cycles and its potential for long-term growth. International market involvement serves as insurance against economic downturns at home and enables engagement with economies that are growing more quickly. Still, this move toward diversification is not without its challenges, as it involves navigating through the fluctuations of currencies, geopolitical threats, and the distinctive nature of various markets. Our review of ORCL's last quarterly performance uncovered some notable trends in the revenue contributions from its international markets, which are commonly analyzed and tracked by Wall Street experts. For the quarter, the company's total revenue amounted to $17.19 billion, experiencing an increase of 21.7% year over year. Next, we'll explore the breakdown of ORCL's international revenue to understand the importance of its overseas business operations. Exploring ORCL's International Revenue Patterns During the quarter, Europe, Middle East and Africa contributed $3.96 billion in revenue, making up 23.1% of the total revenue. When compared to the consensus estimate of $4.01 billion, this meant a surprise of -1.1%. Looking back, Europe, Middle East and Africa contributed $3.76 billion, or 23.4%, in the previous quarter, and $3.42 billion, or 24.2%, in the same quarter of the previous year. Of the total revenue, $1.87 bi...
Have you looked into how Oracle (ORCL) performed internationally during the quarter ending February 2026? Considering the widespread global presence of this software maker, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth. In the current global economy, which is more interconnected than ever, a company's success in penetrat...
Have you looked into how Oracle (ORCL) performed internationally during the quarter ending February 2026? Considering the widespread global presence of this software maker, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth. In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Investors must understand a company's dependence on overseas markets, as this offers a window into the company's earnings stability, its ability to benefit from varied economic cycles and its potential for long-term growth. International market involvement serves as insurance against economic downturns at home and enables engagement with economies that are growing more quickly. Still, this move toward diversification is not without its challenges, as it involves navigating through the fluctuations of currencies, geopolitical threats, and the distinctive nature of various markets. Our review of ORCL's last quarterly performance uncovered some notable trends in the revenue contributions from its international markets, which are commonly analyzed and tracked by Wall Street experts. For the quarter, the company's total revenue amounted to $17.19 billion, experiencing an increase of 21.7% year over year. Next, we'll explore the breakdown of ORCL's international revenue to understand the importance of its overseas business operations. Exploring ORCL's International Revenue Patterns During the quarter, Europe, Middle East and Africa contributed $3.96 billion in revenue, making up 23.1% of the total revenue. When compared to the consensus estimate of $4.01 billion, this meant a surprise of -1.1%. Looking back, Europe, Middle East and Africa contributed $3.76 billion, or 23.4%, in the previous quarter, and $3.42 billion, or 24.2%, in the same quarter of the previous year. Of the total revenue, $1.87 bi...
ISerg/iStock via Getty Images On April, 2024, I wrote my first bullish article on Nuveen Preferred & Income Opportunities Fund ( JPC ). The underlying case boiled down to simply opening a long position for high and stable dividend income collection. In addition, I thought that the discount to NAV was really unjustified mainly because of strong defense component that JPC was bringing to the table. ...
ISerg/iStock via Getty Images On April, 2024, I wrote my first bullish article on Nuveen Preferred & Income Opportunities Fund ( JPC ). The underlying case boiled down to simply opening a long position for high and stable dividend income collection. In addition, I thought that the discount to NAV was really unjustified mainly because of strong defense component that JPC was bringing to the table. In other words, my assumption was that it is only a matter of time until we experience some favorable price dynamic from JPC as well. Since that moment, JPC is up by 38% (on a total return basis). It is also worth noting that the monthly dividend payment now is ~31% higher than where it was when I circulated the original bull case. As a result of the dividend (or distribution) bump, we can still buy JPC at a fairly attractive yield despite the hefty price appreciation. Currently, the yield stands at 9.4%. However, what has disappeared is the discount to NAV, where we can see in the chart below how JPC's price has nicely converged to the reported NAV: CEFConnect In my view, the lack of discount should not be a reason to sell or avoid this high-yielding, high-quality CEF. In fact, I think that we could make a case that the buying opportunity is even more enticing than where it was back in 2024. Let me explain. Thesis review The main reason why we should buy or consider buying JPC is obviously the yield, which, as I mentioned above, stands at around 9.4%. Given that the base rates have come down a bit, the JPC's yield spread compared to alternative assets (including the 'risk-free' benchmark rates) has widened. Now, the question is of course whether the offered monthly current income streams are sustainable. Typically, higher yields come with higher risk. And assuming higher risk might not be the smartest move right now when the overall economy and markets are becoming increasingly shaky (e.g., oil shock, turbulence in the private asset (credit) management space, sky-high valu...