MaxLinear, Inc. (NASDAQ:MXL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller inquired if the stock is a buy and asked for guidance regarding an entry point. Cramer replied: Okay, MaxLinear’s probably gone more parabolic than any other stock in the market. So therefore […]
MaxLinear, Inc. (NASDAQ:MXL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller inquired if the stock is a buy and asked for guidance regarding an entry point. Cramer replied: Okay, MaxLinear’s probably gone more parabolic than any other stock in the market. So therefore […]
Warren Buffett does not hand out personal endorsements of his money manager every day. That makes the line he delivered about Greg Abel, who formally became President and CEO of Berkshire Hathaway on January 1, 2026, worth pausing on. For shareholders of Berkshire Hathaway (NYSE:BRK-B), it is the strongest possible vote of confidence after the ... Warren Buffett: “I’d rather have Greg handling my ...
Warren Buffett does not hand out personal endorsements of his money manager every day. That makes the line he delivered about Greg Abel, who formally became President and CEO of Berkshire Hathaway on January 1, 2026, worth pausing on. For shareholders of Berkshire Hathaway (NYSE:BRK-B), it is the strongest possible vote of confidence after the ... Warren Buffett: “I’d rather have Greg handling my money than any of the top investment advisors or any of the top CEOs of the United States.”
Igor Barilo/iStock via Getty Images AngloGold Ashanti ( AU ) reported decent Q1 earnings on Friday, May 8. Shares lifted in the morning trade, all while gold staged a small recovery after what has been a tough stretch since the yellow metal’s January record high. Indeed, both the metal and shares of gold mining companies have been under pressure since the early part of the year, all as global equi...
Igor Barilo/iStock via Getty Images AngloGold Ashanti ( AU ) reported decent Q1 earnings on Friday, May 8. Shares lifted in the morning trade, all while gold staged a small recovery after what has been a tough stretch since the yellow metal’s January record high. Indeed, both the metal and shares of gold mining companies have been under pressure since the early part of the year, all as global equities march to new highs. I had a "B uy" rating on AU back in April 2025 . Shares are up a whopping 176% since then, beating the S&P 500 by more than 140 percentage points. Much has changed in the industry and with the company, but I am keeping with a "B uy" rating. With gold holding above $4,500 per ounce, I’ll provide an updated valuation and a look at AU’s technicals. AU Outperforming Gold & T he S&P 500 YoY Stockcharts.com In May, AU reported a mixed set of quarterly results. Q1 non-GAAP EPS of $2.52 topped the Wall Street consensus forecast of $2.24, while revenue of $3.15 billion, up more than 63% from the same period a year earlier, was a $120 million miss. The $51 billion market cap gold miner tallied free cash flow of $1.2 billion over the January through March period. Shares rose 7% by later in the morning, and if the gain holds to the close of trading, it would mark a fourth consecutive post-earnings climb, according to data from Option Research & Technology Services. The options market had priced in a high 6.0% earnings-related stock price swing, and implied volatility on AU shares should ease from the pre-earnings 59% level. Short interest in the stock is low at just 0.73%. Looking back on the quarter that was, AU delivered generally healthy financial and operational numbers in Q1, highlighted by significant growth in both the bottom line and cash flow. Of course, profitability was driven by a higher average gold price received of $2,874/oz, and the company saw free cash flow surge by 190% YoY to $1.17 billion. EBITDA also increased substantially by 130% to $2.2...
Super Micro Computer (NASDAQ: SMCI) stock has been rallying, which is a big relief for shareholders. Investors have sent shares of the artificial intelligence (AI) server and solutions technology company soaring by more than 50% over the past month, including a 28% gain this week, according to data provided by S&P Global Market Intelligence . Some of that has been a bounce-back after the company's...
Super Micro Computer (NASDAQ: SMCI) stock has been rallying, which is a big relief for shareholders. Investors have sent shares of the artificial intelligence (AI) server and solutions technology company soaring by more than 50% over the past month, including a 28% gain this week, according to data provided by S&P Global Market Intelligence . Some of that has been a bounce-back after the company's co-founder, Yih-Shyan "Wally" Liaw, resigned in March following his indictment in a federal investigation concerning the alleged smuggling of technology to China. Earnings this week have investors feeling more optimistic about Supermicro now, though. The question for investors is whether past troubles are truly behind the company. Continue reading
Logitech is introducing a new feature to its rugged iPad Combo 4 keyboard case that addresses an ongoing issue with the tablet as Apple continues to push it towards being a laptop alternative . The new Rugged Combo 4c and 4c Touch cases , compatible with the 10th and 11th-gen iPads , add a second USB-C port to accommodate accessories like wired mice , headphones, and external drives while the tabl...
Logitech is introducing a new feature to its rugged iPad Combo 4 keyboard case that addresses an ongoing issue with the tablet as Apple continues to push it towards being a laptop alternative . The new Rugged Combo 4c and 4c Touch cases , compatible with the 10th and 11th-gen iPads , add a second USB-C port to accommodate accessories like wired mice , headphones, and external drives while the tablet is still plugged into power. Let's hope every iPad keyboard case maker copies Logitech. As with the original Combo 4 that debuted a couple of years ago , the new 4c versions are specifically designed for use by schools and are generally only sold to … Read the full story at The Verge.
Archer Aviation (NYSE: ACHR) stock booked double-digit gains last month in a stretch of trading that saw strong momentum for growth stocks. The company's share price climbed 11% in April. Meanwhile, the S&P 500 rose 10.4%, and the Nasdaq Composite surged 15.3%. With investors pouring back into riskier stocks last month in pursuit of gains, Archer's valuation saw a strong upswing . Along with momen...
Archer Aviation (NYSE: ACHR) stock booked double-digit gains last month in a stretch of trading that saw strong momentum for growth stocks. The company's share price climbed 11% in April. Meanwhile, the S&P 500 rose 10.4%, and the Nasdaq Composite surged 15.3%. With investors pouring back into riskier stocks last month in pursuit of gains, Archer's valuation saw a strong upswing . Along with momentum for the broader market, investors likely saw some business-specific promise connected to the de-escalation in the Iran war. Image source: Getty Images. Continue reading
OpenAI CEO Sam Altman and Microsoft CTO Kevin Scott. | Image: Getty Images When OpenAI was busy experimenting with AI-powered gaming bots, Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman were in the early days of forming an AI partnership. Court documents from the ongoing Musk v. Altman trial have provided a rare look at the communications between Microsoft's top executives about investing i...
OpenAI CEO Sam Altman and Microsoft CTO Kevin Scott. | Image: Getty Images When OpenAI was busy experimenting with AI-powered gaming bots, Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman were in the early days of forming an AI partnership. Court documents from the ongoing Musk v. Altman trial have provided a rare look at the communications between Microsoft's top executives about investing in OpenAI and fears the AI startup could "storm off to Amazon" and "shit-talk" Microsoft. Just days after OpenAI showed a bot beating a Dota 2 professional in the summer of 2017, Altman responded to Nadella's congratulations email with a proposal for a much bigger partnership with OpenAI to fund its next phase of AI resear … Read the full story at The Verge.
J. Michael Jones/iStock Editorial via Getty Images Less than two months after my previous coverage , Texas Roadhouse, Inc. ( TXRH ) has already dropped, which justifies my hold rating. I can't blame this unfavorable market stance as the restaurant market experiences this correction. But at its one-year low, investors may find a new entry opportunity even if uncertainty continues. After all, its ro...
J. Michael Jones/iStock Editorial via Getty Images Less than two months after my previous coverage , Texas Roadhouse, Inc. ( TXRH ) has already dropped, which justifies my hold rating. I can't blame this unfavorable market stance as the restaurant market experiences this correction. But at its one-year low, investors may find a new entry opportunity even if uncertainty continues. After all, its robust fundamentals are evident and sustained. Valuation appears more reasonable today, while technicals show some potential for rebound. TXRH Q1 2026: Growth Sustained Despite Mounting Inflationary Headwinds The first three months of the year have been turbulent for the restaurant market. Whether fast-food, fast-casual, or fine dining, businesses faced more cost pressures. But that did not stop Texas Roadhouse, Inc. ( TXRH ) from expanding and capturing more foot traffic despite the rising prices. Its strong brand loyalty, food quality, and value propositions continued to play a big role in its operations. This was evident in its most recent performance. In Q1 2026, its operating revenue amounted to $1.6B , up by 12.8% YoY from $1.4B. This YoY growth was much higher than in my previous coverage at only 3.0%. This showed its sustained growth amid its continued but cautious store openings in the midst of global economic volatility. As you can see, its expansion has remained gradual since its business model is still heavily concentrated on company-operated restaurants. Despite this, it remained fruitful if you look at how much sales it generated per restaurant. Its sales from company-operated sales rose by 12.9% YoY and exceeded revenue growth. But more importantly, its average sales per restaurant increased by over $150,000, as shown in the table below. This also means that that it added additional sales of $5.32M per restaurant (($1.626B - $1.440B) / 35). This should not be surprising considering the 4.5% jump in foot traffic in TXRH stores. With all this information, we can ...
Earnings Call Insights: Sweetgreen (SG) Q1 2026 Management View Jonathan Neman said Sweetgreen entered 2026 “focused on executing our Sweet Growth Transformation Plan, with a clear priority on strengthening our fundamentals and improving execution across our restaurants,” adding that Q1 was expected to be “the most challenging” due to “a difficult comparison to the prior year Ripple Fries launch, ...
Earnings Call Insights: Sweetgreen (SG) Q1 2026 Management View Jonathan Neman said Sweetgreen entered 2026 “focused on executing our Sweet Growth Transformation Plan, with a clear priority on strengthening our fundamentals and improving execution across our restaurants,” adding that Q1 was expected to be “the most challenging” due to “a difficult comparison to the prior year Ripple Fries launch, weather-related headwinds and more work to be done on our transformation plan.” Neman highlighted early trend improvement: “we saw improvement as the quarter progressed with a further step-up in April,” and positioned the sequencing as “strengthening operations first… and then layering in menu innovation to drive more durable traffic.” Neman emphasized the nationwide product expansion: “Yesterday, we launched Wraps nationwide,” describing “a rigorous stage-gate process” and stating that test results “were strong, driving incremental traffic from new and returning guests while expanding our ability to serve more occasions.” Neman cited operational focus under Project One Best Way and said the company is seeing improvement in “throughput during peak periods, ingredient availability and fewer quality complaints,” while adding, “we recognize there is still meaningful opportunity ahead.” Jamie McConnell reported Q1 results and characterized the miss: “First quarter results were below our expectations with comparable sales down 12.8%,” while adding, “we saw improvement as the quarter progressed with trends continuing to improve into April.” Outlook McConnell reiterated full-year guidance: “We expect same-store sales to be a decline in the range of negative 4% to negative 2%,” “restaurant level margin to range from 14.2% to 14.7%,” and “adjusted EBITDA to range between $1 million and $6 million.” On development, McConnell lowered expected net unit growth: “we now expect to open approximately 13 net new restaurants this year, reflecting 18 openings and a handful of lease-related cl...
In this article COIN AMZN FLUT Follow your favorite stocks CREATE FREE ACCOUNT Mateusz Slodkowski | SOPA Images | Lightrocket | Getty Images Amazon Web Services, a leading cloud provider, started reporting operational issues on Thursday that affected trading on platforms including Coinbase and FanDuel. "Full recovery is still expected to take several hours," AWS wrote in its latest update at 9:51 ...
In this article COIN AMZN FLUT Follow your favorite stocks CREATE FREE ACCOUNT Mateusz Slodkowski | SOPA Images | Lightrocket | Getty Images Amazon Web Services, a leading cloud provider, started reporting operational issues on Thursday that affected trading on platforms including Coinbase and FanDuel. "Full recovery is still expected to take several hours," AWS wrote in its latest update at 9:51 a.m. ET on Friday. According to AWS, the outage was tied to overheating at a data center in its main US-East-1 region hosted in northern Virginia. AWS said issues were in a "single Availability Zone" in the region. "We are actively working to bring additional cooling system capacity online, which will enable us to recover the remaining affected hardware in the impacted zone," AWS said in the 9:51 a.m. ET update. AWS said it's working to resolve impaired EC2 instances, which provide virtual server capacity. The AWS health dashboard first posted at 8:25 p.m. ET Thursday that it was "investigating instance impairments." CNBC has reached out to AWS for additional comment. Read more CNBC tech news OpenAI trial: Mother of Musk's children says he offered Altman a Tesla board seat Paul Tudor Jones says U.S. is late to regulating AI: 'We should have already done it' CoreWeave revenue more than doubles in first quarter, topping estimates Datadog stock soars 31% on blockbuster earnings as AI winners emerge in software At 9:00 p.m. ET Thursday, sports-betting app FanDuel posted on X that its team was "aware and investigating the current technical difficulties prohibiting users from accessing our platform." The company posted an update two hours later that the issue was tied to a broader AWS outage , with gamblers complaining about lost bets from being unable to cash out on the platform. Cryptocurrency trading platform Coinbase also posted on X Friday that failures in multiple AWS zones "caused an extended outage of core trading services." The platform wrote in its post that the primary...