Capital One Financial today announced a quarterly dividend of $0.80 per common share payable June 1, 2026, to stockholders of record at the close of business on May 19, 2026. The company has announced dividends on its common stock every quarter since it became an independent com
Capital One Financial today announced a quarterly dividend of $0.80 per common share payable June 1, 2026, to stockholders of record at the close of business on May 19, 2026. The company has announced dividends on its common stock every quarter since it became an independent com
David Dee Delgado/Getty Images Entertainment Palantir Technologies Inc. ( PLTR ) is one of the few software stocks that still commands a healthy valuation. Software stocks have been beaten down across the board as investors have been fearful regarding long-term disruption from AI. PLTR, however, has proven itself to be a clear beneficiary of AI tailwinds. Growth continues to accelerate, and the co...
David Dee Delgado/Getty Images Entertainment Palantir Technologies Inc. ( PLTR ) is one of the few software stocks that still commands a healthy valuation. Software stocks have been beaten down across the board as investors have been fearful regarding long-term disruption from AI. PLTR, however, has proven itself to be a clear beneficiary of AI tailwinds. Growth continues to accelerate, and the company has reached unprecedented levels of profitability. These have led to changes in my assumptions, which now justify a rating upgrade. I am doing away with my previously bearish ratings and upgrading the stock to a neutral rating. PLTR Stock Price I last covered PLTR in February , where I stuck by my Strong Sell rating as I noted that the stock traded at a 10x premium to peers. The stock is roughly flat since. Data by YCharts It feels like capitulation, but it is time to remove my bearishness as the stakes have changed. PLTR Stock Key Metrics PLTR is an enterprise software company which provides its customers a sort of operating system from which they can organize, analyze, and act upon their data. A bullish thesis from my point of view centers around AI models being commoditized over the long term, with the most central component of AI being to ensure that the data being provided to the models is accurate and thus maintaining the integrity of results generated by any AI applications. With agentic AI rapidly rising in adoption, it is not too surprising to understand that PLTR has become a central enabler of generative AI. The numbers appear to validate that posturing. There is clear evidence that agentic AI is taking off; one can simply look at the soaring stock prices of various equipment makers for that. PLTR has shown similarly explosive evidence, with its most recent quarter showing 85% YoY revenue growth to $1.63 billion, crushing guidance of between $1.532 billion and $1.536 billion. 2026 Q1 Presentation That revenue growth was driven similarly between both commerc...
David Dee Delgado/Getty Images Entertainment Palantir Technologies Inc. ( PLTR ) is one of the few software stocks that still commands a healthy valuation. Software stocks have been beaten down across the board as investors have been fearful regarding long-term disruption from AI. PLTR, however, has proven itself to be a clear beneficiary of AI tailwinds. Growth continues to accelerate, and the co...
David Dee Delgado/Getty Images Entertainment Palantir Technologies Inc. ( PLTR ) is one of the few software stocks that still commands a healthy valuation. Software stocks have been beaten down across the board as investors have been fearful regarding long-term disruption from AI. PLTR, however, has proven itself to be a clear beneficiary of AI tailwinds. Growth continues to accelerate, and the company has reached unprecedented levels of profitability. These have led to changes in my assumptions, which now justify a rating upgrade. I am doing away with my previously bearish ratings and upgrading the stock to a neutral rating. PLTR Stock Price I last covered PLTR in February , where I stuck by my Strong Sell rating as I noted that the stock traded at a 10x premium to peers. The stock is roughly flat since. Data by YCharts It feels like capitulation, but it is time to remove my bearishness as the stakes have changed. PLTR Stock Key Metrics PLTR is an enterprise software company which provides its customers a sort of operating system from which they can organize, analyze, and act upon their data. A bullish thesis from my point of view centers around AI models being commoditized over the long term, with the most central component of AI being to ensure that the data being provided to the models is accurate and thus maintaining the integrity of results generated by any AI applications. With agentic AI rapidly rising in adoption, it is not too surprising to understand that PLTR has become a central enabler of generative AI. The numbers appear to validate that posturing. There is clear evidence that agentic AI is taking off; one can simply look at the soaring stock prices of various equipment makers for that. PLTR has shown similarly explosive evidence, with its most recent quarter showing 85% YoY revenue growth to $1.63 billion, crushing guidance of between $1.532 billion and $1.536 billion. 2026 Q1 Presentation That revenue growth was driven similarly between both commerc...
Key PointsThe Vanguard Russell 1000 Growth ETF has significantly lower costs than the iShares Russell 2000 Growth ETF while managing a much larger pool of assets under management.
Key PointsThe Vanguard Russell 1000 Growth ETF has significantly lower costs than the iShares Russell 2000 Growth ETF while managing a much larger pool of assets under management.
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. Stocks are moving higher to start the week, with semis and other AI-related names ripping higher, including Micron , Intel , AMD , Qualcomm , and Nvidia . Club stock Corning is up more than 9%, fueled by surging demand for its fiber optic cables a...
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. Stocks are moving higher to start the week, with semis and other AI-related names ripping higher, including Micron , Intel , AMD , Qualcomm , and Nvidia . Club stock Corning is up more than 9%, fueled by surging demand for its fiber optic cables and other infrastructure materials; the company also announced a partnership with Nvidia last week to power data centers . Jim Cramer pondered whether to sell some Corning shares after the stock's 130% year-to-date run. The responsible portfolio management move is to trim some, but we're currently restricted since Jim mentioned the name on Monday on air. Jim also responded to the top-of-mind investor question on whether it's too late to get into these data center names after their parabolic charge. "You're late, but it doesn't matter that you're late," Jim said, reiterating a sentiment from his Sunday column : "It's hard right now to even imagine the data center stocks going down knowing the budgets these hyperscalers have." 2. Shares of Honeywell popped 2.7% Monday after the company filed a Form S-1 on the proposed initial public offering of its quantum company, Quantinuum, on Friday. This is the next step for one of the world's largest quantum computing companies to go public, and it could unlock incremental investor value. Even though it's a loss-making company, the spin would further simplify Honeywell's story as the company moves closer to its breakup on June 29. We initially invested in Honeywell for its in-demand aerospace business, but Jim said Honeywell's industrial automation business "may be worth much more than I thought." That's because in today's economy, companies are focused on automation solutions, an area in which Honeywell is well known. 3. Qnity Electronics stock is up 4.5% Monday ahead of its earnings report on Tuesday. Qnity was spun off from fellow Clu...
ASP Isotopes Subsidiary Signs MOU With European Nuclear Technology Company For Fuel Supply ASP Isotopes said its subsidiary Quantum Leap Energy LLC has signed a non-binding memorandum of understanding with an unnamed European nuclear technology company to explore a potential long-term partnership to supply fuel for advanced nuclear reactors, according to a company press release Monday morning. The...
ASP Isotopes Subsidiary Signs MOU With European Nuclear Technology Company For Fuel Supply ASP Isotopes said its subsidiary Quantum Leap Energy LLC has signed a non-binding memorandum of understanding with an unnamed European nuclear technology company to explore a potential long-term partnership to supply fuel for advanced nuclear reactors, according to a company press release Monday morning. The agreement focuses on high-assay low-enriched uranium (HALEU), a type of nuclear fuel enriched to more than 10% uranium-235 that is expected to play a key role in powering next-generation reactors. Under the proposed arrangement, the European company would provide uranium feedstock to Quantum Leap Energy’s planned conversion and enrichment facilities, where it would be processed into HALEU and potentially deconverted before being delivered back to the partner. The PR says that the companies said they will conduct technical and economic assessments to determine whether a long-term commercial partnership is viable. Those evaluations will examine production scalability, operational requirements, costs, and potential business models. The memorandum runs through Dec. 31, 2030, though either party can terminate it earlier. It also includes preliminary estimates for HALEU supply volumes, with potential deliveries beginning in 2028 and increasing through 2036 in line with the European company’s reactor development schedule. The deal comes as governments and nuclear developers race to secure new sources of HALEU amid concerns over limited global supply and geopolitical risks tied to existing nuclear fuel supply chains. Industry leaders have warned that expanding enrichment capacity — particularly in the U.S. and allied markets — will be critical to supporting the rollout of advanced nuclear technologies. Recall we wrote last month that ASPI was working to provide timely relief for the global helium shortage . In a research note from Canaccord Genuity analyst George Gianarikas last m...
When global economies face one transitory shock after another, whether it's supply chain disruptions, the war in Ukraine or the war in Iran, are central banks equipped to deal with them? Bank of England's Megan Greene joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss the compounding effects of all these shocks and why, for now, she remains squarely focused on the risks of h...
When global economies face one transitory shock after another, whether it's supply chain disruptions, the war in Ukraine or the war in Iran, are central banks equipped to deal with them? Bank of England's Megan Greene joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss the compounding effects of all these shocks and why, for now, she remains squarely focused on the risks of higher inflation. (Source: Bloomberg)
The days of helicopter parenting, where raising a child was seen as a competitive sport, may now be over thanks to the looming threat of AI. It could be good news for everyone involved Name: Beta Mum. Age: 25-45. Continue reading...
The days of helicopter parenting, where raising a child was seen as a competitive sport, may now be over thanks to the looming threat of AI. It could be good news for everyone involved Name: Beta Mum. Age: 25-45. Continue reading...
Earnings Call Insights: Bicara Therapeutics (BCAX) Q1 2026 Management View "The first quarter of 2026 set a strong foundation for the year ahead" and the company reiterated its focus on advancing ficerafusp alfa (ficera) in "HPV-negative first-line head and neck cancer," while "maintaining financial discipline" (CEO Claire Mazumdar Clemon). "Dave Raben has transitioned to a Senior Executive Advise...
Earnings Call Insights: Bicara Therapeutics (BCAX) Q1 2026 Management View "The first quarter of 2026 set a strong foundation for the year ahead" and the company reiterated its focus on advancing ficerafusp alfa (ficera) in "HPV-negative first-line head and neck cancer," while "maintaining financial discipline" (CEO Claire Mazumdar Clemon). "Dave Raben has transitioned to a Senior Executive Adviser role and Bill Schelman... has stepped into the CMO role" and "Chris Sarchi joined last week as our Chief Commercial Officer" (CEO Claire Mazumdar Clemon). "Our continued execution has us on track to achieve substantial enrollment in FORTIFI-HN01 by the end of the year, positioning us for an interim analysis in mid-2027 for potential accelerated approval" (CEO Claire Mazumdar Clemon). "Based on discussions with the FDA, we plan to initiate a study that will evaluate ficera in combination with pembrolizumab as a loading and every 3-week maintenance dosing regimen" (CEO Claire Mazumdar Clemon). "We ended the first quarter of 2026 with $539.8 million in cash, cash equivalents and marketable securities" and the February offering "generated $161.8 million net proceeds" supporting "cash runway into the first half of 2029" (CFO Ivan Hyep). Outlook "We plan to initiate an alternative dosing study in the third quarter of this year" that "will enroll approximately 150 to 200 patients" and evaluate a "12-week loading phase followed by an every 3-week maintenance phase regimen" with "progression-free survival" as the primary endpoint (CMO Bill Schelman). "Since we expect to seek accelerated approval for ficera with the 1,500-milligram weekly dose from the FORTIFI-HN01 study, running this randomized study in parallel will allow us to potentially have results from this study in time for a potential approval" (CMO Schelman). No EPS or revenue guidance was provided in the prepared remarks or Q&A. Financial Results "Our total operating expenses for the first quarter of 2026 increased compa...
Earnings Call Insights: Telos Corporation (TLS) Q1 2026 Management view "Before we begin, I'd like to address our April 29 announcement regarding our Chairman and CEO, John Wood. John is currently on a medical leave of absence... In the interim, Independent Director, Fred Schaufeld, has assumed the role of Chairman of the Board." (Executive VP & CFO Mark Bendza) "In addition, the company's 3 Execu...
Earnings Call Insights: Telos Corporation (TLS) Q1 2026 Management view "Before we begin, I'd like to address our April 29 announcement regarding our Chairman and CEO, John Wood. John is currently on a medical leave of absence... In the interim, Independent Director, Fred Schaufeld, has assumed the role of Chairman of the Board." (Executive VP & CFO Mark Bendza) "In addition, the company's 3 Executive Vice Presidents, General Counsel, Hutch Robbins, EVP of Security Solutions, Mark Griffin, and I have jointly assumed John's responsibilities to ensure seamless continuity of operations." (Executive VP & CFO Mark Bendza) "We're pleased to report another strong quarter with results exceeding the high end of our guidance range." (Executive VP & CFO Mark Bendza) "Total company revenue increased 56% year-over-year to $47.7 million, surpassing our guidance of $44 million to $45 million." (Executive VP & CFO Mark Bendza) "Adjusted EBITDA exceeded the high end of our range, reaching $7.9 million versus guidance of $4.5 million to $5 million." (Executive VP & CFO Mark Bendza) "Operating cash flow was $8.7 million, and free cash flow was $6.4 million, representing a 13.4% free cash flow margin." (Executive VP & CFO Mark Bendza) "During the quarter, we repurchased $2.2 million of stock or over 500,000 shares at an average price of $4.25 per share." (Executive VP & CFO Mark Bendza) "Given the durability of our strong cash generation and our confidence in the long-term value of the business, we intend to accelerate repurchases in the second quarter." (Executive VP & CFO Mark Bendza) "We have currently sold and installed over 400 licenses of Xacta AI." (Executive Vice President of Security Solutions Mark Griffin) Outlook "For the second quarter, we expect revenue growth of 22% to 28% year-over-year or $44 million to $46 million." (Executive VP & CFO Mark Bendza) "We expect cash gross margin of approximately 39%" and "Adjusted EBITDA is expected to be between $5 million and $6 millio...
Victor Golmer What if Tesla’s ( TSLA ) $400 per share stock price already covers the full value of its EV and energy business, leaving Optimus, robotaxis, and AI as a free upside for investors? That’s the latest view from Piper Sandler ( PIPR ) analyst Alexander Potter , who kept a $500 Tesla price target despite near-term execution risks, reported Walter Bloomberg . The stock is currently trading...
Victor Golmer What if Tesla’s ( TSLA ) $400 per share stock price already covers the full value of its EV and energy business, leaving Optimus, robotaxis, and AI as a free upside for investors? That’s the latest view from Piper Sandler ( PIPR ) analyst Alexander Potter , who kept a $500 Tesla price target despite near-term execution risks, reported Walter Bloomberg . The stock is currently trading near $430.06, gaining more than 11% in just one week as investor optimism around AI and autonomous driving continues to build. "Potter said Tesla’s core EV and energy businesses alone are worth around $400 per share, meaning the remaining $100 per share in his target mainly reflects potential upside from Optimus, robotaxis, and AI-related services. He believes Tesla’s AI and robot business could become one of the company’s biggest growth drivers over time but also warned that execution risk remains high in the near term. The report comes as the company moves closer to increasing Optimus production. CEO Elon Musk has recently hinted at wider deployment plans, although the company has not yet shown large-scale production capability. His updated valuation model tracks 17 Tesla business lines, including insurance, Supercharging, and robotaxis, separately from Full Self-Driving. Potter believes Optimus and Tesla’s inference-as-a-service ambitions could eventually become more valuable than Tesla’s existing businesses combined, reported Yahoo Finance. As per the latest SA analyst report , Tesla now has nearly 4M FSD-enabled vehicles on roads globally, collectively driving 30M–40M miles daily. Every mile adds more real-world driving data, helping the company improve its AI systems faster. More on Tesla Tesla's Invisible Moat: The Most Elegant Physical AI Training Program Ever Built Sell Tesla Because It Is An Unlikely Comeback Story Tesla: Musk's Vision Is Finally Becoming Reality Elon Musk calls for no taxes (plus b----es, money and party) SA Asks: What are the most overvalued te...
Victor Golmer What if Tesla’s ( TSLA ) $400 per share stock price already covers the full value of its EV and energy business, leaving Optimus, robotaxis, and AI as a free upside for investors? That’s the latest view from Piper Sandler ( PIPR ) analyst Alexander Potter , who kept a $500 Tesla price target despite near-term execution risks, reported Walter Bloomberg . The stock is currently trading...
Victor Golmer What if Tesla’s ( TSLA ) $400 per share stock price already covers the full value of its EV and energy business, leaving Optimus, robotaxis, and AI as a free upside for investors? That’s the latest view from Piper Sandler ( PIPR ) analyst Alexander Potter , who kept a $500 Tesla price target despite near-term execution risks, reported Walter Bloomberg . The stock is currently trading near $430.06, gaining more than 11% in just one week as investor optimism around AI and autonomous driving continues to build. "Potter said Tesla’s core EV and energy businesses alone are worth around $400 per share, meaning the remaining $100 per share in his target mainly reflects potential upside from Optimus, robotaxis, and AI-related services. He believes Tesla’s AI and robot business could become one of the company’s biggest growth drivers over time but also warned that execution risk remains high in the near term. The report comes as the company moves closer to increasing Optimus production. CEO Elon Musk has recently hinted at wider deployment plans, although the company has not yet shown large-scale production capability. His updated valuation model tracks 17 Tesla business lines, including insurance, Supercharging, and robotaxis, separately from Full Self-Driving. Potter believes Optimus and Tesla’s inference-as-a-service ambitions could eventually become more valuable than Tesla’s existing businesses combined, reported Yahoo Finance. As per the latest SA analyst report , Tesla now has nearly 4M FSD-enabled vehicles on roads globally, collectively driving 30M–40M miles daily. Every mile adds more real-world driving data, helping the company improve its AI systems faster. More on Tesla Tesla's Invisible Moat: The Most Elegant Physical AI Training Program Ever Built Sell Tesla Because It Is An Unlikely Comeback Story Tesla: Musk's Vision Is Finally Becoming Reality Elon Musk calls for no taxes (plus b----es, money and party) SA Asks: What are the most overvalued te...
Alpha Structural, a leader in structural and foundation repair, hillside stabilization, and landslide mitigation, has been named to Fast Company's prestigious list of the World's Most Innovative Companies of 2026, ranking No. 10 in the Corporate Social Responsibility category. The annual list recognizes organizations shaping industry and society through innovation, with Alpha Structural joining gl...
Alpha Structural, a leader in structural and foundation repair, hillside stabilization, and landslide mitigation, has been named to Fast Company's prestigious list of the World's Most Innovative Companies of 2026, ranking No. 10 in the Corporate Social Responsibility category. The annual list recognizes organizations shaping industry and society through innovation, with Alpha Structural joining global brands including Microsoft, LEGO, IKEA, and Samsung.
Long considered an important milestone in one’s fitness journey, pull-ups build upper body strength and look impressive in the gym The pull-up has long been seen as an important fitness metric. From 1966 to 2013, public middle and high school students in the US were required to do pull-ups as part of the presidential fitness test (an evaluation Donald Trump has considered reinstating). US Marine C...
Long considered an important milestone in one’s fitness journey, pull-ups build upper body strength and look impressive in the gym The pull-up has long been seen as an important fitness metric. From 1966 to 2013, public middle and high school students in the US were required to do pull-ups as part of the presidential fitness test (an evaluation Donald Trump has considered reinstating). US Marine Corps were long required to perform pull-ups as part of their regular physical fitness test , and prospective UK Royal Marines must complete a minimum of three to four pull-ups before they are eligible to join. There is no definitive data on how many adults can perform a proper pull-up, but two things are clear: they are very difficult and look extremely cool. Lat pulldowns. Bent-over dumbbell rows. Single-arm dumbbell rows. Wide upright rows. Shoulder shrugs. Continue reading...
The answers to today’s pronunciation puzzles Earlier today I set you these two word puzzles. Here they are again with solutions. 1: Pronounced the same, spelt differently. (Second option) (Switch back and forth) (Suitable) (Commandeer) (Satisfied) (Components) (Conference attendee) (Assign) (Price reduction) (Disregard) (Way in) (Enrapture) (Incorrect) (Disabled) (60 seconds) (Tiny) (In attendance...
The answers to today’s pronunciation puzzles Earlier today I set you these two word puzzles. Here they are again with solutions. 1: Pronounced the same, spelt differently. (Second option) (Switch back and forth) (Suitable) (Commandeer) (Satisfied) (Components) (Conference attendee) (Assign) (Price reduction) (Disregard) (Way in) (Enrapture) (Incorrect) (Disabled) (60 seconds) (Tiny) (In attendance) (Give) (Fruit and vegetables) (Generate) (Deny) (Rubbish) (Distress) (Surprise victory) Alternate Appropriate Content Delegate Discount Entrance Invalid Minute Present Produce Refuse Upset Continue reading...
Brett_Hondow/iStock Editorial via Getty Images I'm keeping Fanuc Corporation ( FANUY ) ( FANUF ) as a 'Buy-rated' name. My prior December 8, 2025 update outlined "the jump in industry orders and the latest Physical AI-related developments." The investment case built around these growth levers is still valid. A Winner Amidst The Capital Spending Wave The 7% "AI capex as a percentage of GDP has surp...
Brett_Hondow/iStock Editorial via Getty Images I'm keeping Fanuc Corporation ( FANUY ) ( FANUF ) as a 'Buy-rated' name. My prior December 8, 2025 update outlined "the jump in industry orders and the latest Physical AI-related developments." The investment case built around these growth levers is still valid. A Winner Amidst The Capital Spending Wave The 7% "AI capex as a percentage of GDP has surpassed dot-com-era highs" according to SA analyst "Hawkinvest's" research . I like how FANUY has made pre-emptive moves to take advantage of this encouraging trend. The firm's July 12, 2024, media release drew attention to its "accelerated investments in North America" of roughly $250M since '19. That figure has gone up further to $0.3B by early-2026. This takes into account a fresh "Michigan facility to expand robot production" reported by SA News two months ago. I wrote about a leading indicator for the company in the Dec '25 piece. It's the "manufacturing equipment bookings" announced by the "Japan Machine Tool Builders' Association/JMTBA" on a month-to-month basis. This metric grew strongly by 32% sequentially and 28% year-on-year to ¥0.19T in March 2026 based on the latest data . Also, FANUY's own factory automation-related orders were +40% YoY and +30% QoQ higher for the final quarter of FY2025 (YE Mar '26). As per S&P Capital IQ, the sell-side is projecting that its turnover expansion will improve from 4QFY25's +10.6% to 1QFY26's +17.5%. This is realistic in my opinion, as the group's enhanced capacity should allow it to grab share from output-constrained rivals. The CAPEX boom impacts FANUY's income positively as well. Its 4QFY2025 EBIT-to-sales widened by 4.6ppts quarter-on-quarter and 1.1ppts YoY, implying a 94bps beat over consensus (source: S&P Capital IQ). Looking forward, management guided for full-year operating margin to rise from 21.4% for FY25 to 23.3% in FY26. My take is that FANUY is benefiting from favorable operating leverage. The marginal cost of manuf...
In trading on Monday, the Sprott Silver Miners & Physical Silver ETF is outperforming other ETFs, up about 5.5% on the day. Components of that ETF showing particular strength include shares of Hycroft Mining Holding, up about 15.7% and shares of Avino Silver & Gold Mine
In trading on Monday, the Sprott Silver Miners & Physical Silver ETF is outperforming other ETFs, up about 5.5% on the day. Components of that ETF showing particular strength include shares of Hycroft Mining Holding, up about 15.7% and shares of Avino Silver & Gold Mine