Justin Sullivan/Getty Images News It's only been a few months since we last covered Advanced Micro Devices, Inc. ( AMD ). Since that time, the narrative surrounding the company has completely changed. Earlier this month, the company reported great earnings results for Q1 . The revenue was up 38% Y/Y. Also, the Data Center segment expanded by 57%. The report confirmed that AMD is finally starting to benefit from the AI boom cycle. The management has also raised the long-term expectations in the server CPU market to more than $120 billion by 2030. However, the problem is that the market has not just taken this scenario into account; it has repriced it way too aggressively at this point. And this is where the key weakness of the investment case for AMD at the current price begins. The Competition From Nvidia Hasn’t Disappeared Anywhere AMD's biggest growth driver now is Data Center and AI. The company is actively ramping up EPYC CPU and Instinct GPU shipments and is also receiving major contracts from hyperscalers, including Meta Platforms ( META ). This gives the impression that AMD is finally becoming a serious competitor in the AI infrastructure field. But if you dig deeper, it becomes obvious that this growth is more a reflection of the overall cycle than of the specific superiority of the company. In reality, AMD is growing large because the whole market is growing. The demand for AI infrastructure is growing exponentially, and the capital costs of big players are lifting all participants in the chain. But in this environment, AMD is still not a leader. Its closest competitor, Nvidia ( NVDA ), is not just growing faster, but it also has significantly stronger marginality, larger scale, and much better monetization of this demand. This means that even with strong growth, AMD remains the 'second number' that gets part of the pie but does not control it. The Fundamentals Are Not As Great As They Look Since the latest rally, AMD has been trading at levels that look to...

In the past year, investors have loaded up on a combination of gold, silver, and Bitcoin in the hopes of being able to find safe-haven investments they can safely store their money in, amid economic and geopolitical uncertainty. The problem with those types of investments is that they are highly speculative in nature and have been fairly volatile over the past several months. You can still invest in stocks to reduce your market risk; the key is to select the right types of stocks. Even the S&P 500 may be a bit risky these days due to its dependence on the top tech stocks. If they fall, the index will be susceptible to a steep correction as well. Instead of those options, you may want to consider the Vanguard Utilities ETF (NYSEMKT: VPU) . Here's why it can be an ideal safe-haven investment to add to your portfolio if you're worried about the stock market and rising valuations. Continue reading

Buying stocks that are down and facing challenges can be difficult simply because you don't know if or when a turnaround may take place. It may require a great deal of patience to invest in a stock that many investors are betting against or that the market is expecting will struggle; that uncertainty inevitably gets priced into the stock's valuation. But buying these types of contrarian stocks can also result in more significant gains later on, if the businesses are able to prove the market wrong. There are three stocks that I believe may be good ones to buy today, despite their current headwinds: Duolingo (NASDAQ: DUOL) , Pfizer (NYSE: PFE) , and Robinhood Markets (NASDAQ: HOOD) . Image source: Getty Images. Continue reading

Microsoft Kenya Setback Highlights Emerging Market Cloud And AI Risks simplywall.st

Investing.com -- Daiwa Capital Markets has downgraded Advanced Micro Devices to Outperform from Buy, citing the chipmaker's near-150% share price gain over the past 60 days, even as the firm raised its price target to $500 from $250 following a strong first-quarter earnings beat.

IonQ (IONQ) CEO, Niccolo de Masi, has successfully anchored investor expectations to the AQ 64 hardware milestone as the primary gateway to the 2040 quantum economy. However, while institutional resilience has remained high following a record-breaking first quarter in 2026, the underlying physics that drive IonQ’s massive upside also create a symmetric, high-magnitude downside risk. The current market capitalization, which has fluctuated near $21 billion following the May 6 earnings report, assu

Franco-Nevada ( FNV ) declares $0.44/share quarterly dividend , in line with previous. Forward yield 0.74% Payable June 25; for shareholders of record June 11; ex-div June 11. See FNV Dividend Scorecard, Yield Chart, & Dividend Growth. More on Franco-Nevada Corporation Franco-Nevada: Missing Out On Gold Upside, But Also Volatility Franco-Nevada Corporation (FNV:CA) Shareholder/Analyst Call Transcript Franco-Nevada Corporation (FNV:CA) Analyst/Investor Day - Slideshow Franco-Nevada Q1 2026 Earnings Preview Franco-Nevada Non-GAAP EPS of $1.85 beats by $0.18, revenue of $597.3M beats by $64.53M

What Makes Taiwan Semiconductor Manufacturing Company Limited (TSM) One of the Best Companies? Insider Monkey

According to a recent SEC filing , von Borstel & Associates, Inc. increased its position in the Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) by 137,520 shares during the first quarter of 2026. Based on the quarter’s average closing price, the estimated trade value was approximately $7.5 million. The quarter-end value of the holding rose by $7.3 million -- reflecting both the share purchase and market price movement -- bringing the total DFGP position to $82.4 million. The Dimensional Global Core Plus Fixed Income ETF (DFGP) is a globally diversified bond fund managed with a systematic, research-driven approach. Von Borstel's continued accumulation of DFGP -- which was already the firm's second-largest holding entering 2026 -- suggests a sustained move toward fixed-income ballast during what has been a volatile rate environment. Institutional investors will often increase allocations to diversified bond funds as a portfolio stabilizer, and with DFGP now representing nearly one-fifth of von Borstel's reportable AUM, it's clear the firm views global fixed income as a meaningful strategic anchor. Continue reading

力争到2026年底，基本消除地方标准造成的潜在市场分割和地方保护。 一场旨在破除地方保护、市场分割和行政性垄断的集中攻坚战正式启动。力争到2026年底，废止、整合一批地方标准，基本消除地方标准造成的潜在市场分割和地方保护。 5月13日，市场监管总局举行新闻发布会宣布，今年5月至12月，将在全国范围内组织开展“破除妨碍统一市场和公平竞争卡点堵点专项行动”。 “有的地方利用信用评价暗中给外地企业设置‘隐性门槛’；有的在具体操作中变相要求优先采购本地商品；还有的想方设法为特定企业‘量身定制’奖补政策……”市场监管总局竞争协调司司长汪世忠表示，各类隐性门槛直接阻碍企业公平准入、限制商品要素自由流动，导致“内卷式”竞争加剧，严重削弱市场配置资源的效率，抑制超大规模市场红利的释放。 “特别是地方保护和市场分割妨碍公平竞争的问题屡禁不止，市场运行中的卡点堵点依然存在，一些制度规则衔接不畅或存在执行偏差。”汪世忠在新闻发布会上直言，这些问题在一定程度上不利于充分发挥市场在资源配置中的决定性作用，也不利于释放超大规模市场红利。 瞄准四类“堵点”，靶向施治 市场监管总局近年来已先后组织过三次类似专项行动，使得妨碍公平竞争的政策措施逐步减少，地方经济促进行为更加规范，营商环境持续优化。但汪世忠坦言，问题具有长期性和复杂性，而且“越来越隐蔽、越来越难以查处”。 也正是基于这一判断，今年的专项行动不再是简单的“查一批案子、清一批文件”，而是一次系统性、靶向性、技术赋能的全方位升级。 汪世忠用四个“注重”精辟概括了此次行动的升级路径。一是注重问题导向，精准发力；二是注重系统观念，协同发力；三是注重标本兼治，纵深发力；四是注重技术赋能，高效发力。这意味着，行动不再满足于零敲碎打，而是追求治理模式的根本性革新。 在注重问题导向方面，行动精准锁定四大“靶心”。汪世忠介绍，为避免“大水漫灌”，行动明确聚焦于企业经营中感触最深、阻力最大的四类堵点：一是妨碍各类企业公平准入与自主经营的各类行政许可隐性门槛；二是限制商品、服务、技术、资本、数据等生产要素跨区域自由流动的地方性限制措施；三是在资质、标准、认证认可等领域对本地与外地企业实施歧视性待遇；四是在政府采购和招标投标中，滥用信用评价、设置隐性壁垒排斥潜在竞争者。这种精准聚焦确保了执法资源能直击要害。 汪世忠表示，此次行动的一个重要突破是，不仅规范地方政...

JHVEPhoto/iStock Editorial via Getty Images Introduction From now on, you will often see me expand the topics I discussed in a highly-read article I published on Seeking Alpha, where I traced the AI-Capex Flows and identified six different layers involved. I invite you to read it, in case you've missed it, and to take some time for the comment section, where some truly great observations were made. In that article, I explained why I believe that three years from now, the enterprise application layer will report higher returns compared to what the current narrative expects. In particular, I think that the great software companies that will be able to adapt to AI will be natural winners. This is why I am initiating my coverage on Intuit ( INTU ). In particular, it is particularly interesting to start talking about Intuit for two specific reasons. First of all, Intuit's presentation at the Morgan Stanley Technology, Media & Telecom Conference 2026 is a masterpiece and sheds some light on why Intuit could be extremely undervalued; secondly, Q3 is the most important quarter of the year for the company. Intuit's Q3 2026 Earnings Review Intuit belongs to the software enterprise business, and it owes its success to a financial platform that it has built, which is used by roughly 100M customers across five different products. The first one is TurboTax, which is used by consumers for tax filing; TurboTaxLive, where filing assistance is given through an AI-plus-human model; Credit Karma, a software that monitors the marketplace for credit and financial products; QuickBooks, helpful for small and mid-market businesses for their accounting and payments; and Mailchimp, which offers marketing automation. These five products fall into two reporting categories: Global Business Solutions, accounting for 68% of the company's revenues as of Q2 2026, and Consumer, contributing the remaining 32%. Since Intuit is highly exposed to the tax cycle, it operates a seasonal business, where Q3 i...

Poppy is an AI-powered app that connects your calendar, email, messages, and other services to surface reminders, suggestions, and tasks based on what’s happening in your life.

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]

Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI Chips Yahoo Finance Singapore

Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI Chips Yahoo Finance

National CineMedia ( NCMI ) declares $0.03/share quarterly dividend , in line with previous. Forward yield 3.55% Payable June 4; for shareholders of record May 22; ex-div May 22. See NCMI Dividend Scorecard, Yield Chart, & Dividend Growth. More on National CineMedia National CineMedia, Inc. (NCMI) Q1 2026 Earnings Call Transcript National CineMedia, Inc. 2025 Q4 - Results - Earnings Call Presentation National CineMedia, Inc. (NCMI) Q4 2025 Earnings Call Transcript National CineMedia forecasts Q2 revenue of $57M-$63M and adjusted OIBDA of $1M-$5M amid cost-savings push National CineMedia Non-GAAP EPS of -$0.23 beats by $0.03, revenue of $34M beats by $1.02M

MoMo Productions/DigitalVision via Getty Images Thesis Harmonic Inc. ( HLIT ), a company that provides broadband network infrastructure and video streaming software, has been one of the more interesting smaller-cap networking companies I follow. When I last covered the stock in late 2024, I gave it a Hold rating . Yes, the company was seeing strong growth and demand for DOCSIS 4.0 technology, but that was being balanced out by risks tied to relying too heavily on a small number of customers, delays in product rollouts, and uncertainty about whether Broadband growth would stay strong through 2025. Seeking Alpha Since that research, HLIT has traded down, then sideways for around a year and a half. Recently, the stock has started showing strong positive momentum , and after reviewing the latest quarterly results, I’m becoming more bullish on the company because the broadband network upgrade cycle finally seems to be turning into steady and reliable business performance. The Backbone of the Upgrade Cycle North American cable operators were waiting on the sidelines for the past few years. The DOCSIS 4.0 standard (the technology that lets cable companies deliver internet over the same coaxial cables originally used for TV) was ready in the lab but was not yet completely viable for broad field deployment. In addition, companies like Charter ( CHTR ) were working through old inventory and finishing the HFC upgrades they needed before investing serious capital in the next platform. Meanwhile, the global market for broadband access equipment was still declining. For the full year of 2025, the equipment market remained in decline , but demand did begin to pick up at the end of the year. The stage has been set for what will happen in 2026. According to Dell’Oro, spending on cable access concentrators, remote PHY gear, and virtual CMTS platforms is expected to increase by 29% from 2025 levels. Of this growth, the vast majority will be in North America as Comcast ( CMCSA ) and Ch...

Bestyrelsen har i dag godkendt kvartalsrapport for perioden 1. januar – 31. marts 2026.

The Board of Directors has today approved the interim report for the period 1 January – 31 March 2026.

AVGO Stock: When Management And The Markets Agree Trefis

AVGO Stock: When Management And The Markets Agree Trefis

亚马逊 正关停旗下Rufus聊天机器人，转而将Alexa语音助手打造为其人工智能购物战略的核心载体。 本周三，亚马逊正式推出Alexa购物助手这款电商智能工具，可解答用户购物咨询，并代用户执行购物操作。亚马逊表示，该产品整合了原Rufus与Alexa+的能力，调取用户购物历史及各类相关数据，立志打造全球体验最佳、个性化程度最高的AI购物助手。 作为战略调整的一部分，亚马逊将Alexa嵌入平台商品搜索结果页：用户浏览商品时，页面会自动弹出对话窗口，展示相关商品信息及推荐好物。 两年多前，生成式AI热潮席卷科技行业及各经济领域，亚马逊顺势推出Rufus，将其作为官网与APP的核心功能布局。当时Rufus被定位为专业购物智能助手，亚马逊也一直在持续扩充其功能，不过该产品始终处于测试版阶段。 独立版Rufus聊天机器人将正式下架停用，但亚马逊会把Rufus的商品推荐能力、用户购物历史数据，复用至Alexa购物助手的部分问答场景中。用户可通过亚马逊官网、APP上的花体A图标，或是亚马逊Echo智能显示屏，唤起Alexa购物助手。 Alexa购物助手把亚马逊传统搜索栏升级为智能问答引擎，支持商品横向对比，还能设置降价提醒，商品达到目标价位时自动预约采购。该功能无需亚马逊Prime会员即可免费使用。 当前电商行业正面临AI购物机器人崛起的变局，亚马逊也随之调整自身AI战略。过去一年，OpenAI、 谷歌 、Perplexity纷纷推出智能检索工具与AI代理服务，有望彻底改变大众网购方式。不过这类产品部分落地不及预期，目前尚不确定消费者是否愿意把下单采购全权交给AI机器人。 亚马逊Alexa业务负责人丹尼尔・劳施表示，这款全新购物助手优于市面同类AI工具，核心优势是拥有海量用户评价、庞大商品库等独家核心数据；同时能精准告知用户商品库存状态、预估配送时效。 劳施在采访中坦言：“亲身使用后才明白，为什么其他AI产品在购物赛道屡屡受挫。网购不只是抓取网页信息、简单对话回复那么简单。” 今年早些时候，OpenAI大幅调整自身AI购物布局，关停了可在ChatGPT内直接完成付款下单的即时结账功能，转而选择与零售商合作，在ChatGPT生态内搭建专属购物应用。OpenAI当时称，专属购物应用能让用户的采购流程更流畅便捷。 对于同行纷纷下架不完善、体验割裂的AI购物功能，劳施表示并不意外。 他直...

In this article .NDX .SPX .VIX Follow your favorite stocks CREATE FREE ACCOUNT A trader works during the Hawkeye 360 Inc. initial public offering (IPO) on the floor of the New York Stock Exchange (NYSE) in New York, US, on Thursday, May 7, 2026. Michael Nagle | Bloomberg | Getty Images Stock bulls proved resilient in the face of what could have been the worst sell-off in the Nasdaq 100 since March, as the index staged a 1.5% intraday rally into the close and the S&P 500 ended less than 12 points lower on Tuesday. The turbulence helped sort out where options traders have the most conviction. Most notable might be that volatility in the S&P 500 as measured by the Cboe VIX Index ended down on the day, despite a brief pop to 19.01, the highest since April 28. It's the latest example of the disconnect in volatility between the benchmark index and its individual components, who are seeing massive swings and soaring options prices. Stock Chart Icon Stock chart icon Cboe Volatility index, YTD The muted VIX arguably presents a hedging opportunity that looks cheap in comparison to volatility in semiconductor stocks that's 2.5 times more expensive. That trade seemed to get some attention Tuesday as VIX options were the 10th most-active traded, with four times more calls bought than puts. "We like owning June VIX calls as a hedge with oil going above $100," Brent Kochuba, founder of options-data provider SpotGamma, wrote in a note to clients Tuesday morning. Recent tech winners like Qualcomm, Intel and memory stocks posted big pullbacks as crude oil pushed above $102 and the 10-year Treasury yield touched the highest since July. Options flow in tech ETFs SMH , QQQ and DRAM did shift less bullish, with more calls sold than bought in each, but total premiums still lean towards calls in all three, in particular in DRAM. In SMH, more puts were sold than bought. Bearish conviction was clearer in bonds, with heavy call selling and put-buying in the iShares long-term bond ETF (TLT) , ...

格隆汇5月13日｜据CME“美联储观察”，市场目前已计入到12月前加息概率超过30%。在美国4月PPI数据意外走强之后，市场认为美联储今年几乎更难证明任何降息的合理性。4月PPI上涨1.4%，明显高于经济学家普遍预期的0.5%，显示通胀压力强于预期，并强化了市场对利率路径重新定价的趋势。