The artificial intelligence (AI) infrastructure boom isn't showing any signs of slowing down. Goldman Sachs estimates that the total outlay on AI infrastructure could grow from $765 billion in 2026 to a whopping $1.6 trillion in 2031. There are several companies that investors can consider buying to capitalize on this massive boom over the next five years. From companies like Nvidia and Broadcom t...
The artificial intelligence (AI) infrastructure boom isn't showing any signs of slowing down. Goldman Sachs estimates that the total outlay on AI infrastructure could grow from $765 billion in 2026 to a whopping $1.6 trillion in 2031. There are several companies that investors can consider buying to capitalize on this massive boom over the next five years. From companies like Nvidia and Broadcom that design AI accelerator chips, to neocloud providers such as CoreWeave and Nebius that build AI data centers, to AI software vendors such as Palantir Technologies , investors are spoiled for choice when it comes to benefiting from this lucrative market. However, Dell Technologies (NYSE: DELL) is emerging as one of the biggest winners of the AI infrastructure boom . Let's see why that's the case. Continue reading
Meta (NASDAQ: META) is still generating massive profits from its ad business, but the real story is whether its AI spending can become a long-term advantage. If AI improves targeting, engagement, and monetization across its platforms, the path to $1000 a share may be more realistic than skeptics think. Stock prices used were the market prices of May 4, 2026. The video was published on May 6, 2026....
Meta (NASDAQ: META) is still generating massive profits from its ad business, but the real story is whether its AI spending can become a long-term advantage. If AI improves targeting, engagement, and monetization across its platforms, the path to $1000 a share may be more realistic than skeptics think. Stock prices used were the market prices of May 4, 2026. The video was published on May 6, 2026. Continue reading
Inflation Expectations Jump To 3 Year High As Financial Pessimism Surges: NY Fed Survey Ahead of tomorrow's jobs report which is expected to show a substantial slowdown from last month's 178K surge, moments ago we got another reminder that the stagflationary iceberg remains front and center ahead of the US, after the NY Fed's latest monthly survey of consumer expectations reported that Inflation e...
Inflation Expectations Jump To 3 Year High As Financial Pessimism Surges: NY Fed Survey Ahead of tomorrow's jobs report which is expected to show a substantial slowdown from last month's 178K surge, moments ago we got another reminder that the stagflationary iceberg remains front and center ahead of the US, after the NY Fed's latest monthly survey of consumer expectations reported that Inflation expectations at the one-year horizon rose again to 3.64% in April from the previous month’s 3.42%, the highest since September 2023. Inflation expectations were unchanged at 3.15% for the three-year-ahead horizon and also unchanged at 3.01% at the five-year-ahead horizon in April. The jump in year-ahead expectations took place even though 1 year gas inflation expectations tumbled sharply in April to 5.11% from 9.42% in April, which had been the highest reading since March 2022. Other commodity price change expectations also rose, but to a more limited degree: food prices are now expected to rise 5.2%, down from 6%; medical costs to rise 9.6%, also a bit lower than the 9.7% in March; the price of a college education to rise 8.8% (down from 9%); and rent prices should drop from 7.1% to 6.0%. Turning to the labor market, sentiment has continued to deteriorate fast with respondents saying that the mean probability the US unemployment rate will be higher next year rose another 0.4% (after the 3.6% jump a month ago) to 43.9%; highest reading since April 2025 On the other end, median one-year-ahead earnings growth expectations rose by 0.3% to 2.7% in March, tied for the highest since April 2025. More bad news: the mean perceived probability of losing one’s job in the next 12 months increased again, this time by 0.2% to 14.6%, tied with the series’ 12-month trailing average of 14.6%. The mean probability of leaving one’s job voluntarily, or the expected quit rate, in the next 12 months declined by 0.1% to 18.2%. A silver lining: the mean perceived probability of finding a job if one...
Arm Holdings CEO Rene Haas on Thursday sought to reassure investors about one of the biggest sticking points after its earnings report: Will Arm be able to produce enough of its AI chips to meet demand? In an interview with Jim Cramer on CNBC, Haas said he was "confident" that Arm would secure a sufficient supply of its new central processing units (CPUs) to meet its stated $2 billion in customer ...
Arm Holdings CEO Rene Haas on Thursday sought to reassure investors about one of the biggest sticking points after its earnings report: Will Arm be able to produce enough of its AI chips to meet demand? In an interview with Jim Cramer on CNBC, Haas said he was "confident" that Arm would secure a sufficient supply of its new central processing units (CPUs) to meet its stated $2 billion in customer demand across fiscal 2027 and fiscal 2028. Arm's fiscal 2027 started last month. "This is not perishable demand, to be clear," Haas said. "This is demand that is firm, sustaining, and very, very robust. Agentic AI puts a huge amount of pressure on the CPU to do all the work around orchestration, scheduling, and the management of these agents. That's only work the CPU can do. So, while we are in the process of securing supply for that additional demand, the demand is not going away. I'm confident we'll get that supply, and I'm also very confident that demand is going to continue." The reason why this matters: That $2 billion figure is double what Arm laid out in March when it announced the chip, branded as the AGI CPU. Investors were excited to see that upward revision in Arm's shareholder letter released after Wednesday night's close, and it helped explain why the stock got an after-hours pop. Doubts arose, though, when CFO Jason Child said on the earnings call about an hour later that Arm was maintaining its official outlook of $1 billion in AGI CPU revenue over the next two fiscal years "while we pursue supply chain capacity." He added, "We still expect the first revenues from production chip sales to land in the fourth quarter of this fiscal year." Shares started to lose steam on the supply chain comment. Now layer in that the stock was red hot coming into the print, and it's unsurprising to see shares down 10% on Thursday. Arm shares ended Wednesday up about 75% since debuting the AGI CPU on March 24. Under these conditions, talking about line-of-sight into more revenue...
AMG Critical Materials press release ( AMVMF ): Q1 GAAP EPS of $0.36. Revenue of $446.1M (+14.9% Y/Y). Despite the significant geopolitical instability, the company reiterated 2026 adjusted EBITDA guidance range of $210 to $240 million. It expects adjusted EBITDA in the second quarter of 2026 to approach the level achieved in the second quarter 2025, supported by likely peak tantalum prices and fa...
AMG Critical Materials press release ( AMVMF ): Q1 GAAP EPS of $0.36. Revenue of $446.1M (+14.9% Y/Y). Despite the significant geopolitical instability, the company reiterated 2026 adjusted EBITDA guidance range of $210 to $240 million. It expects adjusted EBITDA in the second quarter of 2026 to approach the level achieved in the second quarter 2025, supported by likely peak tantalum prices and favorable phasing of shipments in AMG Lithium. More on AMG Critical Materials AMG Critical Materials N.V. (AMVMF) Q1 2026 Earnings Call Transcript AMG Critical Materials N.V. 2026 Q1 - Results - Earnings Call Presentation AMG Critical Materials N.V. 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for AMG Critical Materials Financial information for AMG Critical Materials
Middleby (NASDAQ: MIDD) just let investors know that its business is humming, and that's great timing for shareholders. The stock surged 12.2% as of 12:15 p.m. ET after Middleby beat on earnings and raised guidance. It comes just two months before the company will restructure into two separate companies. First lets look at how the businesses are doing. Image source: Getty Images. Continue reading
Middleby (NASDAQ: MIDD) just let investors know that its business is humming, and that's great timing for shareholders. The stock surged 12.2% as of 12:15 p.m. ET after Middleby beat on earnings and raised guidance. It comes just two months before the company will restructure into two separate companies. First lets look at how the businesses are doing. Image source: Getty Images. Continue reading
Chi Leung Wai and Chung Biu Yuen convicted over surveillance of dissidents in ‘shadow policing’ operation A UK Border Force officer and Hong Kong trade official based in London have been found guilty of spying for China and surveilling dissidents through a “shadow policing” operation. Chi Leung “Peter” Wai, 38, and Chung Biu Yuen, 65, also known as Bill, were found guilty at the Old Bailey of assi...
Chi Leung Wai and Chung Biu Yuen convicted over surveillance of dissidents in ‘shadow policing’ operation A UK Border Force officer and Hong Kong trade official based in London have been found guilty of spying for China and surveilling dissidents through a “shadow policing” operation. Chi Leung “Peter” Wai, 38, and Chung Biu Yuen, 65, also known as Bill, were found guilty at the Old Bailey of assisting a foreign intelligence service, making them the first people in British history to be convicted of spying for China. Continue reading...
做市公司Susquehanna International Group的亿万富翁创始人杰夫·亚斯在本次选举季一直非常忙碌，迄今已向中期选举候选人和相关事业捐赠超过8000万美元。 数据显示，这些捐款使他成为本轮周期第三大个人捐赠者。虽然马斯克主要向自己的超级政治行动委员会捐款，但亚斯是支持美国总统唐纳德·特朗普的超级政治行动委员会MAGA Inc．的最大捐赠者之一，并直接支持了各种各样的其他受捐方...
The success of Eli Lilly 's (NYSE: LLY) diabetes treatment, Mounjaro, has now made it the top-selling drug on the planet, according to Bloomberg. And for investors, there are plenty of reasons to believe that the massive profits from Mounjaro and its weight-loss drug, Zepbound, will continue to drive huge returns for Eli Lilly stock . Lilly released first-quarter earnings that showed Mounjaro gene...
The success of Eli Lilly 's (NYSE: LLY) diabetes treatment, Mounjaro, has now made it the top-selling drug on the planet, according to Bloomberg. And for investors, there are plenty of reasons to believe that the massive profits from Mounjaro and its weight-loss drug, Zepbound, will continue to drive huge returns for Eli Lilly stock . Lilly released first-quarter earnings that showed Mounjaro generated $8.66 billion in sales, up from $3.84 billion a year ago. That vaulted Mounjaro past Keytruda, the cancer therapy manufactured by Merck, which has been the world's top-selling drug since the first quarter of 2023. Keytruda generated $7.9 billion in sales. Lilly said U.S. revenue for Mounjaro was $4.2 billion, up 59% from a year ago, and international revenue was $4.4 billion, up from $1.2 billion in Q1 2025. The company said the international growth was driven by the addition of Mounjaro to China's National Reimbursement Drug List (NRDL), which made it available to the Chinese market. Continue reading
Earnings Call Insights: SM Energy Company (SM) Q1 2026 Management view “We closed the Civitas merger on January 30 and, in just 2 months of operating as a combined company, we delivered production over the top end of the guidance, capital below guidance and synergy capture that is tracking nearly 2x our original target.” (President, CEO & Director Elizabeth McDonald) “We've actioned approximately ...
Earnings Call Insights: SM Energy Company (SM) Q1 2026 Management view “We closed the Civitas merger on January 30 and, in just 2 months of operating as a combined company, we delivered production over the top end of the guidance, capital below guidance and synergy capture that is tracking nearly 2x our original target.” (President, CEO & Director Elizabeth McDonald) “We've actioned approximately $300 million in merger synergies, and we have raised our target to $375 million by year-end 2026.” (President, CEO & Director McDonald) “That is nearly 2x our original target with a present value of approximately $1.8 billion, up from our prior estimate of $1 billion to $1.5 billion.” (President, CEO & Director McDonald) “The South Texas divestiture closed April 30 with approximately $900 million in net proceeds directed entirely to debt reduction.” (President, CEO & Director McDonald) “As leverage declines, we expect to increase our share buybacks and we expect to commence buybacks in the second quarter.” (President, CEO & Director McDonald) “Our adjusted EBITDAX was $970 million and adjusted net income was $309 million or $1.55 per diluted share.” (Executive VP & CFO A. Pursell) “On a GAAP basis, the net loss was largely related to a noncash mark-to-market adjustment on our entire hedge book as of March 31.” (Executive VP & CFO Pursell) “In the DJ, first quarter turn-in-line showed early time outperformance versus offset wells.” (President, CEO & Director McDonald) “We implemented simul-frac in our Watkins area, which drove a 25% improvement in completion efficiency compared to zipper operations.” (President, CEO & Director McDonald) Outlook “We are raising our full year production midpoint from 410,000 to 420,000 barrels of oil equivalent per day, and the oil production midpoint from 221,000 to 225,000 barrels of oil per day.” (President, CEO & Director Elizabeth McDonald) “Importantly, we are maintaining our full year capital guidance of $2.65 billion to $2.85 billion.”...
Meta Platforms, Inc. (NASDAQ:META) is one of the best strong buy stocks to invest in according to billionaires. Pivotal Research cut the price target on Meta Platforms, Inc. (NASDAQ:META) to $790 from $910 on April 30, reaffirming a Buy rating on the shares. The firm told investors in a research note that the company reported […]
Meta Platforms, Inc. (NASDAQ:META) is one of the best strong buy stocks to invest in according to billionaires. Pivotal Research cut the price target on Meta Platforms, Inc. (NASDAQ:META) to $790 from $910 on April 30, reaffirming a Buy rating on the shares. The firm told investors in a research note that the company reported […]
Microsoft Corporation (NASDAQ:MSFT) is one of the best strong buy stocks to invest in according to billionaires. Truist cut the price target on Microsoft Corporation (NASDAQ:MSFT) to $575 from $675 on April 30, maintaining a Buy rating on the shares and telling investors in a research note that the company reported another solid execution quarter […]
Microsoft Corporation (NASDAQ:MSFT) is one of the best strong buy stocks to invest in according to billionaires. Truist cut the price target on Microsoft Corporation (NASDAQ:MSFT) to $575 from $675 on April 30, maintaining a Buy rating on the shares and telling investors in a research note that the company reported another solid execution quarter […]
Alphabet Inc. (NASDAQ:GOOG) is one of the best strong buy stocks to invest in according to billionaires. Scotiabank lifted the price target on Alphabet Inc. (NASDAQ:GOOG) to $450 from $400 on April 30, maintaining an Outperform rating on the shares and telling investors that the company reported “another phenomenal quarter”, demonstrating that its full-stack AI […]
Alphabet Inc. (NASDAQ:GOOG) is one of the best strong buy stocks to invest in according to billionaires. Scotiabank lifted the price target on Alphabet Inc. (NASDAQ:GOOG) to $450 from $400 on April 30, maintaining an Outperform rating on the shares and telling investors that the company reported “another phenomenal quarter”, demonstrating that its full-stack AI […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of the best strong buy stocks to invest in according to billionaires. On May 1, Raymond James lifted the price target on Amazon.com, Inc. (NASDAQ:AMZN) to $280 from $225 and maintained an Outperform rating on the shares. The firm told investors in a research note that although AWS delivered slightly softer-than-expected […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of the best strong buy stocks to invest in according to billionaires. On May 1, Raymond James lifted the price target on Amazon.com, Inc. (NASDAQ:AMZN) to $280 from $225 and maintained an Outperform rating on the shares. The firm told investors in a research note that although AWS delivered slightly softer-than-expected […]