Bard Associates reported a major reduction in its Willdan Group (NASDAQ:WLDN) stake, selling an estimated $7.74 million of shares in the first quarter, according to a May 7, 2026, SEC filing. According to a SEC filing dated May 7, 2026, Bard Associates reduced its holding in Willdan Group (NASDAQ:WLDN) by 73,167 shares during the first quarter. The estimated value of the trade, based on the averag...
Bard Associates reported a major reduction in its Willdan Group (NASDAQ:WLDN) stake, selling an estimated $7.74 million of shares in the first quarter, according to a May 7, 2026, SEC filing. According to a SEC filing dated May 7, 2026, Bard Associates reduced its holding in Willdan Group (NASDAQ:WLDN) by 73,167 shares during the first quarter. The estimated value of the trade, based on the average closing price for the quarter ended March 31, 2026, was approximately $7.74 million. The fund's quarter-end position value in Willdan Group decreased by $7.59 million, reflecting both the share sale and price changes. Willdan Group is a diversified provider of engineering and energy consulting services. The company leverages technical expertise and project management capabilities to deliver integrated solutions for public agencies and utilities, supporting infrastructure modernization and energy efficiency initiatives. Its competitive advantage lies in its broad service portfolio and deep relationships with government and utility clients, positioning it as a key partner in complex, multi-disciplinary projects. Continue reading
Ethan Miller/Getty Images News What are the most attractive quantum computing stocks right now for investors? Seeking Alpha analysts The Alpha Analyst and Julia Ostian offer their picks. The Alpha Analyst : I think IonQ ( IONQ ) remains the most attractive quantum computing stock right now. Compared to most pure-play peers, IonQ increasingly looks ahead on the combination that matters most at this...
Ethan Miller/Getty Images News What are the most attractive quantum computing stocks right now for investors? Seeking Alpha analysts The Alpha Analyst and Julia Ostian offer their picks. The Alpha Analyst : I think IonQ ( IONQ ) remains the most attractive quantum computing stock right now. Compared to most pure-play peers, IonQ increasingly looks ahead on the combination that matters most at this stage—commercial traction, backlog visibility, ecosystem positioning, and narrative strength. The company is no longer positioning itself as just a quantum hardware vendor. Management is increasingly talking about a broader platform spanning networking, sensing, security, and sovereign deployments as well. More importantly, IonQ ( IONQ ) already appears further along commercially than much of the sector, with a growing revenue base, improving visibility, and a much broader narrative surface area than most peers. The larger technology names like IBM ( IBM ), Google ( GOOG ), Microsoft ( MSFT ), Amazon ( AMZN ), and Nvidia ( NVDA ) obviously have serious quantum efforts, too. But quantum is still too small relative to their broader businesses to really drive the investment thesis today. IonQ is definitely more speculative, but also a much cleaner, direct way to express a bullish quantum computing view. Julia Ostian : Since I gave some of the most discussed quantum names a Sell rating, the stocks have cooled off significantly, presenting a renewed opportunity for risk-tolerant investors. Even though I thought the whole sector was overheated, with valuation multiples driven purely by sentiment, some names have interesting developments. I like IonQ ( IONQ ) for its different approach with ions instead of regular superconducting circuits, which can be a more stable way of achieving logical qubits. Also, the valuation multiple here is way cheaper than some other popular names like Rigetti Computing ( RGTI ) or D-Wave Quantum ( QBTS ). Another interesting technology is being devel...
Anna Reshetnikova/iStock via Getty Images Regular readers of mine will know that I am extremely bullish on semiconductor stocks at large right now. But while my bullishness has swelled, my individual positions in semiconductor firms have been fairly stagnant. Enter my newest watchlist entry in the semiconductor space, Applied Materials, Inc. ( AMAT ). It is similar to a stock I've owned for a long...
Anna Reshetnikova/iStock via Getty Images Regular readers of mine will know that I am extremely bullish on semiconductor stocks at large right now. But while my bullishness has swelled, my individual positions in semiconductor firms have been fairly stagnant. Enter my newest watchlist entry in the semiconductor space, Applied Materials, Inc. ( AMAT ). It is similar to a stock I've owned for a long time , ASML Holding ( ASML ), in that they manufacture semiconductor equipment. These are the kinds of firms that I'm most interested in, as I see them as the true “picks and shovels” asset for semiconductors, which is why I've been an ASML shareholder for the last few years. So when AMAT came up in a conversation with a colleague recently, I asked, "Why the interest now?" My previous conclusion was that AMAT was unworthy of consideration because I already owned ASML, and ASML has a monopoly on high-NA EUV lithography—the process that makes the most advanced chips on the planet—so why invest in second place? But my colleague said something that's stuck with me in the past few days and gotten me to revisit my macro thesis on this topic: We still make Honda Accords even though we could build them faster. A Catalyst AMAT Wasn't Named In It's clear that I was wrong to sell my Intel ( INTC ) shares earlier this year and downgrade to a Hold —although this was up >450% from my initial buy rating , so I can only complain about money not made. I don't know if Intel is a buy here now, especially after this recent parabolic move, but the news that just sent Intel stock on another vertical climb—an agreement with Apple to make iPhone chips domestically —is a catalyst that AMAT will deeply benefit from. This push was notably political, with President Trump not being named directly as one of the brokers of the deal but also with the government's stake in Intel directly . Retrofitting existing fabs or building new ones entirely will require new equipment, and that will require massive pu...
President Donald Trump is moving forward with plans to meet with Xi Jinping in Beijing despite Chinese officials' unease about holding the meeting before the US-Iran conflict is resolved. Former Ambassador to China and Harvard University Professor of Diplomacy and International Relations Nicholas Burns joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)
President Donald Trump is moving forward with plans to meet with Xi Jinping in Beijing despite Chinese officials' unease about holding the meeting before the US-Iran conflict is resolved. Former Ambassador to China and Harvard University Professor of Diplomacy and International Relations Nicholas Burns joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)
5 Highlights From The Pentagon's UFO Files Authored by Jacob Burg & Jacki Thrapp via The Epoch Times (emphasis ours - the ALFstein files), Apollo 11 astronauts reported seeing a “sizeable” object close to the moon with a “fairly bright light source” that they described as a “possible laser,” in a newly released post-mission crew debriefing from NASA. The U.S. Indo-Pacific Command reported a UAP th...
5 Highlights From The Pentagon's UFO Files Authored by Jacob Burg & Jacki Thrapp via The Epoch Times (emphasis ours - the ALFstein files), Apollo 11 astronauts reported seeing a “sizeable” object close to the moon with a “fairly bright light source” that they described as a “possible laser,” in a newly released post-mission crew debriefing from NASA. The U.S. Indo-Pacific Command reported a UAP that resembled a football-shaped body near Japan in 2024. The image was released on May 8, 2026. Department of War That document, along with videos and images of unknown objects in airspace from nearly all corners of the globe, was included in newly released files from the Pentagon related to the U.S. government’s investigations into unidentified flying objects (UFOs) and unidentified anomalous phenomena (UAP). The first tranche of files was released on May 8. “As for my promise to you, the Department of War has released the first tranche of the UFO/UAP files to the Public for their review and study,” President Donald Trump wrote on social media Friday morning. “ With these new Documents and Videos, the people can decide for themselves, ‘WHAT THE HELL IS GOING ON?’ Have Fun and Enjoy!” While the Pentagon had been increasingly declassifying various UFO and UAP files throughout the past decade, Trump threw the topic back into public focus when he suggested in February that a document release could be coming soon. The first batch of released files includes FBI interviews and internal communications, State Department cables, NASA crew transcripts, and videos of potential UFOs. Here are five highlights from a partial review of the new file release. Moon Sightings The newly released documents reveal that NASA astronauts encountered a series of unexplained phenomena during multiple Apollo missions. Astronaut Buzz Aldrin reported witnessing a “fairly bright light source” which he described as a “possible laser” while in lunar orbit, according to a previously confidential crew debrief...
Nvidia (NVDA) is a semiconductor giant and artificial intelligence king. It makes GPUs, CPUs, AI inference accelerators, and networking solutions (which are becoming increasingly more important). The company divides its revenue sources into five end markets: Data Center, Gaming, Professional ...
Nvidia (NVDA) is a semiconductor giant and artificial intelligence king. It makes GPUs, CPUs, AI inference accelerators, and networking solutions (which are becoming increasingly more important). The company divides its revenue sources into five end markets: Data Center, Gaming, Professional ...
Key PointsHelikon Investments added 634,156 shares of Skeena Resources in the first quarter; the estimated trade value was $19.48 million based on quarterly average prices.
Key PointsHelikon Investments added 634,156 shares of Skeena Resources in the first quarter; the estimated trade value was $19.48 million based on quarterly average prices.
adventtr/E+ via Getty Images Folks in the future will undoubtedly find this period confounding. It's a fundamental Credit Bubble principle that things get crazy at the end of cycles. Super cycles ensure Super Crazy. And there's the theme for 2026 in play: "Expect the Unbelievable." Maybe the war is ending soon. And, then again, maybe it's not. Either way, it is a reasonable assumption that normali...
adventtr/E+ via Getty Images Folks in the future will undoubtedly find this period confounding. It's a fundamental Credit Bubble principle that things get crazy at the end of cycles. Super cycles ensure Super Crazy. And there's the theme for 2026 in play: "Expect the Unbelievable." Maybe the war is ending soon. And, then again, maybe it's not. Either way, it is a reasonable assumption that normality returning to the Gulf will be a begrudgingly rocky process. December 2027 crude futures closed the week at $72.40, up 25% from the start of the year. While retreating 1.3% this week, the Goldman Sachs Commodity Index has gained 26.2% y-t-d. The S&P 500 has now rallied 17% from March 30th lows, a relatively feeble rally compared to melt-up dynamics that have taken hold in key indices and markets. That Nasdaq 100 has surged almost 28% from March lows, while the MAG7 has jumped 27%. The Semiconductors' 66% melt-up rally places 2026 gains at a blistering 65%. While lagging tech, the small cap Russell 2000's 20% rally pushed y-t-d gains to 15.2%. The Goldman Sachs most short index rallied as much as 31%, with 2026 gains ending the week at 26.3%. Gulf and energy market instability is a major risk throughout Asia. No worries. Apparently, no risk matters much so long as the AI arms race continues unimpeded. South Korea's (semiconductor and tech-heavy) KOSPI Index has rallied 49% from March 30th lows. The KOSPI surged 13.6% this week, inflating y-t-d gains to 77.9%. But that's less than five months. The KOSPI boasts a one-year return of 195%. The Taiwan TWSE Index's 6.9% gain pushed 2026 returns to 44.0%. In China, the CSI 300 IT and ChiNext indices enjoyed weekly gains of 7.2% and 5.5%. Money Market Fund Assets (MMFA) surged $122 billion last week, the largest weekly gain since December 3rd ($132bn - the biggest increase since Covid April 2020). Conventional analysis has traditionally associated rapid growth in money fund assets with equities market risk aversion. An analytical ...
Materials stocks grabbed the spotlight this week as Wall Street digested earnings reports from companies including DuPont de Nemours ( DD ), Albemarle ( ALB ), and Corteva ( CTVA ). The materials sector ( XLB ) has gained over 14.4% so far this year, outperforming the broader S&P 500 Index, which is up about 8%. In this week's earnings recap, seven tickers reported results, and all seven companies...
Materials stocks grabbed the spotlight this week as Wall Street digested earnings reports from companies including DuPont de Nemours ( DD ), Albemarle ( ALB ), and Corteva ( CTVA ). The materials sector ( XLB ) has gained over 14.4% so far this year, outperforming the broader S&P 500 Index, which is up about 8%. In this week's earnings recap, seven tickers reported results, and all seven companies exceeded EPS expectations. On the revenue front, all companies also beat consensus estimates. Below are the latest quarterly reports from some of the key players that reported results this week: Albemarle ( ALB ) reported first-quarter results that topped Wall Street expectations, sending shares up about 9% in extended trading Wednesday. The stock has climbed roughly 250% over the past 12 months, reflecting investor enthusiasm for lithium and energy storage demand. The specialty chemicals company posted revenue of about $1.43B, beating the consensus estimate of $1.32B, while adjusted earnings of $2.95 a share exceeded expectations of $1.31. The company said net sales rose 33% year over year, driven primarily by higher lithium pricing and volumes in its energy storage segment, which supplies materials used in electric vehicle batteries. Sales in that division jumped nearly 70%, while adjusted earnings before interest, taxes, depreciation, and amortization climbed sharply. DuPont reported first-quarter results that also exceeded Wall Street expectations for both revenue and earnings. The chemicals and materials science company posted net sales of about $1.68B, modestly above the $1.66B consensus estimate. Adjusted earnings came in at $0.55 per share, ahead of expectations for $0.48. DuPont ( DD ) raised its full-year outlook following the better-than-expected quarter. The company now expects 2026 net sales in the range of $7.16B to $7.22B and adjusted earnings of $2.35 to $2.40 per share. That guidance sits above Wall Street’s consensus forecast of roughly $7.10B in revenue ...
With 80,000 manufacturing jobs lost, Rep. Ro Khanna (D-CA) argues that the US needs a tougher, more strategic approach to China. He discusses the impact of unfair trade practices on American ports and why lowering the cost of fertilizer and reopening the Strait of Hormuz are critical for the US economy. Watch more here and watch Lisa Mateo, Christina Ruffini and David Gura on Bloomberg This Weeken...
With 80,000 manufacturing jobs lost, Rep. Ro Khanna (D-CA) argues that the US needs a tougher, more strategic approach to China. He discusses the impact of unfair trade practices on American ports and why lowering the cost of fertilizer and reopening the Strait of Hormuz are critical for the US economy. Watch more here and watch Lisa Mateo, Christina Ruffini and David Gura on Bloomberg This Weekend LIVE every Saturday and Sunday morning: (Source: Bloomberg)
Apple (NASDAQ: AAPL) stock has made a major rebound this year, and naysayers are now eating their words as the global tech titan demonstrates fabulous growth and what might be a better approach to artificial intelligence (AI) than its peers. If you haven't bought Apple stock yet, now's the time . Here's why. Image source: Apple. Continue reading
Apple (NASDAQ: AAPL) stock has made a major rebound this year, and naysayers are now eating their words as the global tech titan demonstrates fabulous growth and what might be a better approach to artificial intelligence (AI) than its peers. If you haven't bought Apple stock yet, now's the time . Here's why. Image source: Apple. Continue reading
In this episode of Motley Fool Hidden Gems Investing, Motley Fool personal finance expert Robert Brokamp and Motley Fool employee Amanda Kish discuss the factors to consider when evaluating mutual funds and ETFs. Also in this episode:
In this episode of Motley Fool Hidden Gems Investing, Motley Fool personal finance expert Robert Brokamp and Motley Fool employee Amanda Kish discuss the factors to consider when evaluating mutual funds and ETFs. Also in this episode:
On May 8, 2026, Nuance Investments disclosed in an SEC filing that it sold 515,078 shares of H2O America in the first quarter, an estimated $28.04 million trade based on the quarterly average price. Nuance Investments reduced its stake in H2O America (NASDAQ:HTO) by 515,078 shares during the first quarter, according to a SEC filing dated May 8, 2026. The estimated value of the shares sold was $28....
On May 8, 2026, Nuance Investments disclosed in an SEC filing that it sold 515,078 shares of H2O America in the first quarter, an estimated $28.04 million trade based on the quarterly average price. Nuance Investments reduced its stake in H2O America (NASDAQ:HTO) by 515,078 shares during the first quarter, according to a SEC filing dated May 8, 2026. The estimated value of the shares sold was $28.04 million, based on the mean unadjusted closing price for the quarter. The quarter-end value of the position decreased by $21.44 million, reflecting both the sale and market price changes. Following the transaction, Nuance Investments held 391,646 shares of H2O America, valued at $22.98 million. H2O America is a leading regulated water utility serving diverse communities across multiple U.S. states. The company's strategy centers on stable, tariff-driven revenue streams, complemented by selective expansion into non-tariffed services and property management. Its competitive advantage lies in its scale, regional diversification, and established presence in both regulated and ancillary water markets. Continue reading
Tyrone Scott, who didn’t think he had a hope in the election, wants to help the Greens rebuild ‘community cohesion’ in Hackney You would expect most political candidates who pull off a shock win to celebrate their victory, maybe with a glass of bubbly and excitement for the challenges of elected office ahead. But on Friday, as thousands of new councillors celebrated their triumphs, some surprise v...
Tyrone Scott, who didn’t think he had a hope in the election, wants to help the Greens rebuild ‘community cohesion’ in Hackney You would expect most political candidates who pull off a shock win to celebrate their victory, maybe with a glass of bubbly and excitement for the challenges of elected office ahead. But on Friday, as thousands of new councillors celebrated their triumphs, some surprise victors were less than pleased. Green party handlers apologised to one newly elected councillor in Finsbury Park, north London, put down as a “paper candidate”, who pulled off an unexpected win. “You’re going to be great, we’ll support you,” they said, according to the Islington Tribune . Continue reading...
Leicester 41-17 Northampton Freddie Steward caps six-try victory for hosts You can play all the fancy rugby you want, you can be recent champions leading the table with only a few matches to play, but certain elemental truths still apply. One of them is that if you find yourself overpowered up front away from home in a sold-out East Midlands derby, you will be blown away. Northampton could have se...
Leicester 41-17 Northampton Freddie Steward caps six-try victory for hosts You can play all the fancy rugby you want, you can be recent champions leading the table with only a few matches to play, but certain elemental truths still apply. One of them is that if you find yourself overpowered up front away from home in a sold-out East Midlands derby, you will be blown away. Northampton could have secured a place in the playoffs here if they had won with a bonus point, but they did not even come close. Amid a ferocious atmosphere, records tumbled as Leicester claimed the bonus-point win to move within one point of Bath, who play Exeter on Sunday, and five shy of Saints. Continue reading...
Chair of the SEC and CFTC Gary Gensler joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss the US Justice Department and Commodity Futures Trading Commission are probe into at least four suspicious transactions in the oil market where traders made more than $2.6 billion. (Source: Bloomberg)
Chair of the SEC and CFTC Gary Gensler joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss the US Justice Department and Commodity Futures Trading Commission are probe into at least four suspicious transactions in the oil market where traders made more than $2.6 billion. (Source: Bloomberg)