In this article TGT Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:49 04:49 Target is rolling out ‘baby boutiques.’ Here’s how they could boost the company CNBC Digital Original Video CLIFTON, New Jersey — Along with aisles of diapers and colorful onesies, Target shoppers in some of the retailer's big-box stores can now find baby brands typically carried by specialty boutiques. ...
In this article TGT Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:49 04:49 Target is rolling out ‘baby boutiques.’ Here’s how they could boost the company CNBC Digital Original Video CLIFTON, New Jersey — Along with aisles of diapers and colorful onesies, Target shoppers in some of the retailer's big-box stores can now find baby brands typically carried by specialty boutiques. Shoppers can see, feel and test strollers, car seats and high chairs outside of cardboard boxes at about 200 stores, or roughly 10% of the retailer's footprint. They can find merchandise from high-end brands, including a $1,000 UPPAbaby stroller. And customers can browse nearly 2,000 new baby items, which are available across all of the retailer's stores and online. Target's "baby boutiques," which have rolled out over the past two months, are just one piece of a broader push to refresh stores and woo a crucial customer base: busy families, who have increasingly turned to rivals like Walmart . Whether Target makes progress with those shoppers will help determine whether CEO Michael Fiddelke, who stepped into the company's top role in early February, can follow through on his pledge to end the company's three-year sales slump. The retailer is scheduled to report its first-quarter earnings on May 20, its first three-month period under the new CEO. Target has rolled out "baby boutiques" to about 200 stores where customers can touch, feel and test items like car seats and strollers. It's also added premium brands like UPPAbaby and Stokke. Melissa Repko | CNBC In an interview with CNBC, Chief Merchandising Officer Cara Sylvester said families with children ages 5 and under spend two times as much, and families with children across age groups visit stores twice as much as the average Target shopper. She said Target recognized it had a large share of sales from young families when it took a hard look at its business after Fiddelke got tapped to lead its turnaround efforts. She sai...
In this article JPM Follow your favorite stocks CREATE FREE ACCOUNT Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025. David Paul Morris | Bloomberg | Getty Images Alphabet briefly passed Nvidia by market cap in after-hours trading this week, a remarkable feat for a company that was seen as dee...
In this article JPM Follow your favorite stocks CREATE FREE ACCOUNT Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025. David Paul Morris | Bloomberg | Getty Images Alphabet briefly passed Nvidia by market cap in after-hours trading this week, a remarkable feat for a company that was seen as deeply at risk in the early days of the artificial intelligence boom. The stock is up about 160% in the past year, driven higher by an emerging view on Wall Street that Google is well positioned across the AI landscape, whether it's from the company's homegrown models, its massive distribution network or its cloud unit that's reeling in cash from other booming AI businesses. Among tech's seven other trillion-dollar companies in the U.S., chip designer Broadcom is the next best performer over the past 12 months, with its stock up 107%. "Google is one of the two best-positioned AI companies because they own most of the stack," said Gene Munster, managing partner at Deepwater Asset Management. "Chips, models, infrastructure and distribution. On top of that, they're nicely profitable." watch now VIDEO 2:56 02:56 Anthropic's $200 billion commitment to Google Cloud narrows Alphabet-Nvidia gap TechCheck The other company he put in that category is Elon Musk's SpaceX, which merged with xAI in February in a deal valued at $1.75 trillion. Following Alphabet's earnings report last week, JPMorgan analysts called the stock their "top overall pick" in the tech sector, pointing to a "standout quarter," accelerating growth and a cloud backlog that nearly doubled to $462 billion. Mizuho analysts raised their price target, writing that consensus estimates still significantly underestimate Google Cloud revenue and operating income over the next two years. Alphabet closed the week with a market cap of $4.8 trillion, behind only Nvidia at $5.2 trillion. The two flip-flopped momentarily after marke...
This is The Stepback , a weekly newsletter breaking down one essential story from the tech world. For more on Netflix, follow Andrew Webster . The Stepback arrives in our subscribers' inboxes at 8AM ET. Opt in for The Stepback here . How it started Boggle has become a spectator sport in my household. Everyone crowds around the TV while one of us plays, and the crowd either helps shout out words or...
This is The Stepback , a weekly newsletter breaking down one essential story from the tech world. For more on Netflix, follow Andrew Webster . The Stepback arrives in our subscribers' inboxes at 8AM ET. Opt in for The Stepback here . How it started Boggle has become a spectator sport in my household. Everyone crowds around the TV while one of us plays, and the crowd either helps shout out words or waits patiently for their turn. There's a lot of yelling. But it's a game that my family can hop into easily, and once someone starts playing, it seems everyone slowly drifts into the room to join in. The surprising part is that the experience is ha … Read the full story at The Verge.
AMD's legendary K5, its first independently-designed processor, is being removed from the Linux kernel — 4.3-million-transistor chip gets the axe because it lacks Time Stamp Counter (TSC) support, making it a coding burden Tom's Hardware
AMD's legendary K5, its first independently-designed processor, is being removed from the Linux kernel — 4.3-million-transistor chip gets the axe because it lacks Time Stamp Counter (TSC) support, making it a coding burden Tom's Hardware
Getty Images Akamai Technologies, Inc. ( AKAM ) gave out a Q1 press release that sent the stock up by nearly 27%. While Akamai’s overall growth remained moderate and split between segments, and margins continued to decline due to pressure in the delivery business, a new deal caused massive market excitement for good reason. A $1.8 billion, seven-year deal with a major AI model provider underlines ...
Getty Images Akamai Technologies, Inc. ( AKAM ) gave out a Q1 press release that sent the stock up by nearly 27%. While Akamai’s overall growth remained moderate and split between segments, and margins continued to decline due to pressure in the delivery business, a new deal caused massive market excitement for good reason. A $1.8 billion, seven-year deal with a major AI model provider underlines Akamai’s cloud infrastructure solution’s value in AI infrastructure, positioning the company well in an attractively growing market. I upgraded my rating to Hold in my previous September 2024 article on the stock, titled “ Akamai Technologies: Segment Performances Are Clashing.” The stock has since returned 45%; meanwhile, the S&P 500 has returned 29%. My Rating History on AKAM (Seeking Alpha) Akamai's Q1 Financials Were as Expected Akamai reported Q1 results nearly in line with expectations . Revenues reached $1.07 billion with consistent 5.8% year-on-year growth, beating Wall Street’s consensus by less than a million. The quarter’s adjusted EPS of $1.61 beat the consensus by a single cent. Underneath the surface-level financials, as was the case at the time of my previous article, Akamai’s growth is mixed between segments. Security revenues grew by 11% to $590 million, continuing previous momentum, whereas Delivery & other cloud applications’ revenues declined by -7% to $389 million. Weak delivery revenue growth has persisted throughout the past few years without a clear end in sight. The Cloud Infrastructure Solutions segment reported fast 40% revenue growth but remains the clearly smallest segment at only $95 million in revenues for the quarter. Profitability is an increasing concern. Akamai’s adjusted operating income came in at $283 million at a 26.3% margin, reflecting 390 basis points of year-on-year margin pressure. Total adjusted operating income declined by -7.9% as margin pressure more than offset revenue growth. Akamai's margin decline has accelerated in the pa...
imaginima/iStock via Getty Images Sure enough, UiPath ( PATH ) had a lovely run-up before Anthropic's Claude ignited a tech-software sell-off . I clearly didn't expect it. UiPath dropped roughly 23% since my last piece . PATH: Stock Dropped 23% Since My Last Piece (Seeking Alpha) Now, it has underperformed the benchmark over the past 6 months by a meaningful margin. But does it change my long-term...
imaginima/iStock via Getty Images Sure enough, UiPath ( PATH ) had a lovely run-up before Anthropic's Claude ignited a tech-software sell-off . I clearly didn't expect it. UiPath dropped roughly 23% since my last piece . PATH: Stock Dropped 23% Since My Last Piece (Seeking Alpha) Now, it has underperformed the benchmark over the past 6 months by a meaningful margin. But does it change my long-term thesis? No, not really. If anything, I find UiPath at the forefront of the AI-driven automation revolution. On top of this, it operates at above-market margins, has a low-leveraged capital structure, and has a solid position in the niche. I think the market hasn't priced in future growth. Frankly, I am not in the camp that AI can disrupt the disruptor. Quite the opposite, I actually view UiPath as a solid business that could drive AI-powered automation fairly successfully. So, I maintained my rating as a Buy. Let me explain why. Can You Disrupt the Disruptor? Personally, I think the market partially misunderstands the thesis around PATH. Why? I understand the rationale behind the risk-off sell-off. But a nearly 34% drop in the stock price year to date driven by AI threats still feels overexaggerating to me. Now, UiPath offers flexible AI-driven solutions . Quite frankly, the company was recognized as one of the leading companies in the automation space by The Forrester Wave. And that's not a walk in the park. UiPath is widely chosen by famous enterprises for agentic solutions. Just over the past month there was this collaboration announcement with Databricks and the other one with Deloitte . Now, if you look at the slide below, it's not the only Big 4 name. To my point, well-known companies are choosing PATH. And to me it feels like a solid recognition. I find that bullish. Personally, this tells me that UiPath's offering has a solid moat as it covers different industries. Sure enough, that's a great sign. Why? Well, it reflects that the client target group is significant ...
Key PointsACT Capital Management sold 38,500 shares of Structure Therapeutics in the first quarter; the estimated transaction value was $2.63 million based on Q1 2026 average prices.
Key PointsACT Capital Management sold 38,500 shares of Structure Therapeutics in the first quarter; the estimated transaction value was $2.63 million based on Q1 2026 average prices.
Drs Producoes/E+ via Getty Images Cerus Corporation ( CERS ) is a commercial-stage blood safety business that works on pathogen-reduction technologies for transfusion medicine. Their Q1 2026 numbers show healthy overall revenue growth, with product revenue increasing around 24% YoY. Management also raised its 2026 guidance. Additionally, CERS’ INTERCEPT Fibrinogen Complex (IFC) volumes grew around...
Drs Producoes/E+ via Getty Images Cerus Corporation ( CERS ) is a commercial-stage blood safety business that works on pathogen-reduction technologies for transfusion medicine. Their Q1 2026 numbers show healthy overall revenue growth, with product revenue increasing around 24% YoY. Management also raised its 2026 guidance. Additionally, CERS’ INTERCEPT Fibrinogen Complex (IFC) volumes grew around 120% YoY, with US sales almost doubling from $3 million to $5.7 million. We also know that CERS resubmitted its medical device regulation (MDR) application to get CE Mark approval in Europe. And in the US, they anticipate RedeS readouts by Q4 2026, which could help them with a premarket approval (PMA). I would consider their red blood cell system as another interesting future catalyst. And, despite all of these positives, the stock itself still seems somewhat cheap relative to its peers, which is why I reiterate my "Buy" on them at these levels. Promising Turnaround With Raised Guidance Cerus Corporation is a biomedical company that develops the INTERCEPT Blood System. This system already has the FDA and EU approvals as a pathogen-reduction platform for platelets and plasma. It's designed to lower transfusion-transmitted threats in donated blood components. CERS was incorporated back in 1991 and is currently headquartered in Concord, California. I’ve covered CERS twice so far, and since then, the stock has continued to appreciate nicely, which is why I thought it was worthwhile updating my thesis after their recent results. Source: Corporate Presentation. April 2026. As a quick recap, you can think of CERS as a business for technologies and pathogen-protected blood components to blood centers, hospitals, and patients. Their main product is easily the INTERCEPT for platelets and plasma. Additionally, the company markets the INTERCEPT Fibrinogen Complex ( IFC ) to treat and control bleeding related to fibrinogen deficiency, including massive hemorrhage. Aside from that, thei...
On May 8, 2026, Villanova Investment Management disclosed in an SEC filing that it sold 66,746 shares of NCR Atleos (NYSE:NATL) , an estimated $2.76 million transaction based on average first-quarter pricing. According to a SEC filing dated May 8, 2026, Villanova Investment Management reduced its position in NCR Atleos by 66,746 shares. The estimated transaction value, calculated using the average...
On May 8, 2026, Villanova Investment Management disclosed in an SEC filing that it sold 66,746 shares of NCR Atleos (NYSE:NATL) , an estimated $2.76 million transaction based on average first-quarter pricing. According to a SEC filing dated May 8, 2026, Villanova Investment Management reduced its position in NCR Atleos by 66,746 shares. The estimated transaction value, calculated using the average share price for the first quarter of 2026, is $2.76 million. The value of the position at quarter end decreased by $1.97 million, a figure that incorporates both the share sale and price movement during the period. NCR Atleos Corporation is a leading provider of self-directed banking and financial technology infrastructure, operating at scale with a global client base. The company leverages a diversified business model combining hardware, software, and recurring service revenues to support financial institutions and retailers in delivering secure, modern banking experiences. Its extensive ATM network and managed services platform position it as a critical partner for clients seeking operational efficiency and digital transformation. Continue reading
David Overton, Chairman and CEO of The Cheesecake Factory (NASDAQ:CAKE) , reported the indirect sale of 104,000 shares through option exercise and immediate disposition on May 1, 2026, as disclosed in this SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average sale price ($61.02); post-transaction value based on May 1, 2026 market close ($60.20). Note: 1-year price change calcu...
David Overton, Chairman and CEO of The Cheesecake Factory (NASDAQ:CAKE) , reported the indirect sale of 104,000 shares through option exercise and immediate disposition on May 1, 2026, as disclosed in this SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average sale price ($61.02); post-transaction value based on May 1, 2026 market close ($60.20). Note: 1-year price change calculated as of May 8, 2026. Continue reading
When Law Yin-ping moved into a village house in Yick Yuen Tsuen, Hung Shui Kiu, in northwest Hong Kong more than a decade ago with her granddaughters, it never crossed her mind that they could one day be homeless – and forcibly separated. The Tuen Mun village falls within the government’s planned Hung Shui Kiu/Ha Tsuen New Development Area, which is set to become a high-end professional services a...
When Law Yin-ping moved into a village house in Yick Yuen Tsuen, Hung Shui Kiu, in northwest Hong Kong more than a decade ago with her granddaughters, it never crossed her mind that they could one day be homeless – and forcibly separated. The Tuen Mun village falls within the government’s planned Hung Shui Kiu/Ha Tsuen New Development Area, which is set to become a high-end professional services and logistics hub under the Northern Metropolis megaproject. Law, who is nearly 70, said on Sunday...
Both Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD) are coming off big first quarters: Both companies delivered strong results, gave strong guidance, and saw their stocks take off. The two chipmakers share one main commonality: They are major manufacturers of central processing units (CPUs), demand for which has surged due to the rise of agentic artificial intelligence (AI). AI agen...
Both Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD) are coming off big first quarters: Both companies delivered strong results, gave strong guidance, and saw their stocks take off. The two chipmakers share one main commonality: They are major manufacturers of central processing units (CPUs), demand for which has surged due to the rise of agentic artificial intelligence (AI). AI agents work autonomously based on their initial instructions to complete specific tasks, from organizing files on someone's computer to assisting a business with customer service or fraud detection. While graphics processing units (GPUs) got most of the attention in earlier phases of the AI trend because they provide the type of computing power that's most needed when training AI models, CPUs play a critical role in helping AI agents execute tasks by overseeing memory usage, coordinating workloads, and extracting certain data needed for tasks. Continue reading
She and her siblings had to make tea for and share food with every visitor. That did not make her happy. Today she has a different perspective. So she finally asked her mom: What made you so kind? (Image credit: Family photo)
She and her siblings had to make tea for and share food with every visitor. That did not make her happy. Today she has a different perspective. So she finally asked her mom: What made you so kind? (Image credit: Family photo)
On May 8, 2026, ACT Capital Management reported selling all 38,500 shares of Structure Therapeutics (NASDAQ:GPCR) , an estimated $2.63 million trade based on quarterly average pricing. According to its SEC filing dated May 8, 2026, ACT Capital Management fully exited its position in Structure Therapeutics during the first quarter. The fund sold all 38,500 shares, with the estimated transaction val...
On May 8, 2026, ACT Capital Management reported selling all 38,500 shares of Structure Therapeutics (NASDAQ:GPCR) , an estimated $2.63 million trade based on quarterly average pricing. According to its SEC filing dated May 8, 2026, ACT Capital Management fully exited its position in Structure Therapeutics during the first quarter. The fund sold all 38,500 shares, with the estimated transaction value at $2.63 million based on the average closing price for the quarter. The net position change, which includes both trading and price effects, was a $2.68 million decrease. The fund now reports no shares in the company. Structure Therapeutics Inc. is a clinical-stage biotechnology company specializing in the development of novel oral small-molecule therapeutics for chronic diseases with significant unmet needs. The company leverages expertise in G-protein-coupled receptor (GPCR) drug targets to advance candidates in metabolic, pulmonary, and cardiovascular indications. Its strategy centers on innovation in oral drug design, aiming to provide differentiated therapies in competitive, high-growth markets. Continue reading