The semiconductor sector has entered territory the Wall Street Journal is now calling “the great chip stock melt-up of 2026.” By every objective measure of raw price performance, this rally has surpassed the 1999 dot-com bubble. The Morning Brew Daily podcast episode on Monday, May 11, laid out the bull and bear case for the ... SanDisk Up 558% This Year as Chip Stocks Outpace the 1999 Dot-Com Bub...
The semiconductor sector has entered territory the Wall Street Journal is now calling “the great chip stock melt-up of 2026.” By every objective measure of raw price performance, this rally has surpassed the 1999 dot-com bubble. The Morning Brew Daily podcast episode on Monday, May 11, laid out the bull and bear case for the ... SanDisk Up 558% This Year as Chip Stocks Outpace the 1999 Dot-Com Bubble
Lya_Cattel WW International ( WW ) jumped 11% as investor Galloway Capital disclosed an 8.42% stake in the weight-loss company. “We believe the market is dramatically undervaluing WW’s brand, clinical business, member ecosystem, and long-term strategic potential,” said Bruce Galloway, Chief Investment Officer of Galloway Capital Partners, in a statement on Wednesday. Galloway said the company has ...
Lya_Cattel WW International ( WW ) jumped 11% as investor Galloway Capital disclosed an 8.42% stake in the weight-loss company. “We believe the market is dramatically undervaluing WW’s brand, clinical business, member ecosystem, and long-term strategic potential,” said Bruce Galloway, Chief Investment Officer of Galloway Capital Partners, in a statement on Wednesday. Galloway said the company has the opportunity to recruit a “transformational” CEO with expertise in consumer health, digital wellness, and subscription-based healthcare platforms. WW last month announced it established an interim CEO office following the abrupt departure of its president and chief executive officer, Tara Comonte, barely a year after taking the helm of the diet company last year. The company, also known as WeightWatchers, said it has established an interim office of the CEO led by Chief Financial Officer Felicia DellaFortuna and Chief Operations Officer Jonathan Volkmann until the board appoints a permanent replacement for Comonte. “We believe WW is worth a multiple of its current trading value and look forward to engaging constructively with the Board and management team to help unlock shareholder value,” added Galloway. WW ( WW ) has short interest of 18.5%. More on WW International, Inc. WW International, Inc. 2026 Q1 - Results - Earnings Call Presentation WW International, Inc. (WW) Q1 2026 Earnings Call Transcript WW International Is Great For Losing Weight And Losing Money For Shareholders WW International announces interim leadership as CEO departs WW International expects $620M–$635M revenue in 2026 as Med+ clinical subscribers surge
Wholesale prices in April rose much higher than expected, fueling concerns about sticky and persistent inflation. And it wasn't just because of high gas prices stemming from the Iran war. The problems are much more pervasive. The Producer Price Index (PPI) increased 1.4% in April from the previous month on a seasonally adjusted basis. Economists had only expected the PPI to rise 0.5%. On a year-ov...
Wholesale prices in April rose much higher than expected, fueling concerns about sticky and persistent inflation. And it wasn't just because of high gas prices stemming from the Iran war. The problems are much more pervasive. The Producer Price Index (PPI) increased 1.4% in April from the previous month on a seasonally adjusted basis. Economists had only expected the PPI to rise 0.5%. On a year-over-year basis, the PPI is up a whopping 6%, the largest increase since December 2022. Core PPI, excluding more volatile food and energy prices, rose 1% during the month, well above economists' estimates of 0.4%, according to CNBC. Continue reading
Sundry Photography Exchange traded funds with sizable exposure to Marvell Technology ( MRVL ) moved into focus Wednesday after the chipmaker’s shares surged following news that Advanced Micro Devices ( AMD ) disclosed a stake in the company through a recent 13F filing. Marvell's stock jumped 10%, providing a notable boost to a range of semiconductor and technology-focused ETFs. Marvell has become ...
Sundry Photography Exchange traded funds with sizable exposure to Marvell Technology ( MRVL ) moved into focus Wednesday after the chipmaker’s shares surged following news that Advanced Micro Devices ( AMD ) disclosed a stake in the company through a recent 13F filing. Marvell's stock jumped 10%, providing a notable boost to a range of semiconductor and technology-focused ETFs. Marvell has become a widely held component across the ETF market, with 315 exchange traded funds collectively owning nearly 150 million shares of the semiconductor company. The stock’s sharp rally offered support to funds tied to artificial intelligence infrastructure, semiconductor manufacturing, and broader technology growth themes. The development also reinforced investor appetite for semiconductor-related ETFs, particularly as AI-driven spending continues to shape market leadership within the tech sector. Outlined below are the 10 ETFs with the largest portfolio stakes in MRVL: Direxion Daily MRVL Bull 2X ETF ( MRVU ), 20.78% allocation. iShares MSCI Global Sustainable Development Goals ETF ( SDG ), 8.29% allocation. Fidelity Disruptive Technology ETF ( FDTX ), 7.29% allocation. Direxion Daily Semiconductor Bull 3X Shares ( SOXL ), 7.04% allocation. U.S. Global Technology and Aerospace & Defense ETF ( WAR ), 6.75% allocation. AXS Esoterica NextG Economy ETF ( WUGI ), 6.00% allocation. iShares Future AI & Tech ETF ( ARTY ), 5.83% allocation. VanEck Fabless Semiconductor ETF ( SMHX ), 5.70% allocation. Invesco PHLX Semiconductor ETF ( SOXQ ), 5.59% allocation. iShares Semiconductor ETF ( SOXX ), 5.51% allocation. Other Semiconductor ETFs: ( SMH ), ( XSD ), ( USD ), ( FTXL ), ( PSI ), and ( SEMI ). More on markets U.S. Misery Index climbs to 3-year high as inflation and unemployment rise US2Y reclaims 4% as yields climb on hotter than expected PPI report Trump says trade talks will take center stage in high-stakes summit with Xi SpaceX may become the largest company on the planet, says Ron B...
ATHVisions/E+ via Getty Images Investment Action I had a hold rating for Clarivate ( CLVT ) previously as the business did not show any major signs of growth recovery. In fact, organic growth decelerated, and I also thought that the AI risk is becoming tangible. Coming into Q1 2026, this quarter was better. Organic growth turned positive again, and the segment trends were less weak across the boar...
ATHVisions/E+ via Getty Images Investment Action I had a hold rating for Clarivate ( CLVT ) previously as the business did not show any major signs of growth recovery. In fact, organic growth decelerated, and I also thought that the AI risk is becoming tangible. Coming into Q1 2026, this quarter was better. Organic growth turned positive again, and the segment trends were less weak across the board. Still, I do not think this one better quarter is enough to change the bigger debate. IPPG remains soft, reported revenue was still down y/y, and I think the market will need more proof that the improvement is durable before it rewards the stock with a re-rating. High-Level Earnings Review CLVT Q1 2026 results improved with revenue coming in at $585.5 million, down 1.4% y/y on a reported basis, though organic growth was a positive 0.6%. That is not a strong growth figure by itself, but it matters as it flipped the narrative from organic growth decelerating to organic growth stabilizing/re-accelerating (Q1 subscription organic growth accelerated 70 bps q/q to 1.7%). Segment-wise, Academia & Government [A&G] organic growth saw 2%; Life Sciences & Healthcare [LS&H] saw 0.8%; and Intellectual Property Product Group [IPPG] was still negative at -1.3%. Even for profitability, it got better too. Gross margin expanded 210 bps y/y to 67.2%, and adj. EBITDA was up 3.4% y/y with margin expanded to 41.2% vs. 39.3% last year. Accordingly, adj. net income went up to $119.3 million vs. $95.8 million, and adj. EPS went up to $0.18 from $0.14. The Case for Organic Growth to Continue Accelerating As you have seen above, the acceleration in organic growth is the part that got better vs. last quarter. If you recall last quarter, the core issue was straightforward: IPPG and LS&H were weak, A&G had slowed, and total organic growth decelerated again. In this Q1, organic growth turned positive, and A&G reaccelerated. LS&H moved back above zero. IPPG was still negative, but the decline has compre...
Justices said decision was due to ‘improper external influences on the jury’ by a court clerk during the trial Sign up for the Breaking News US newsletter email The South Carolina supreme court on Wednesday overturned the murder convictions of Alex Murdaugh , the disgraced South Carolina attorney, due to “shocking jury interference” and ordered a new trial in the 2021 killing of his wife and son. ...
Justices said decision was due to ‘improper external influences on the jury’ by a court clerk during the trial Sign up for the Breaking News US newsletter email The South Carolina supreme court on Wednesday overturned the murder convictions of Alex Murdaugh , the disgraced South Carolina attorney, due to “shocking jury interference” and ordered a new trial in the 2021 killing of his wife and son. In a unanimous opinion, the justices said that “although we are aware of the time, money, and effort expended for this lengthy trial, we have no choice but to reverse the denial of Murdaugh’s motion for a new trial” because of what they described as “improper external influences on the jury” by a court clerk during the trial, according to CNN. Continue reading...
REI’s annual Anniversary Sale doesn’t start until March 15th , but that hasn’t stopped Garmin from rolling out discounts on a range of devices — including its InReach Mini satellite communicato rs. Right now, for instance, you can grab the Mini 2 at Amazon , REI , and Garmin for $249.99 ($150 off) or the Mini 3 for $399.99 ($50 off) through the same retailers ( Amazon , REI , and Garmin ). That’s ...
REI’s annual Anniversary Sale doesn’t start until March 15th , but that hasn’t stopped Garmin from rolling out discounts on a range of devices — including its InReach Mini satellite communicato rs. Right now, for instance, you can grab the Mini 2 at Amazon , REI , and Garmin for $249.99 ($150 off) or the Mini 3 for $399.99 ($50 off) through the same retailers ( Amazon , REI , and Garmin ). That’s the lowest price we’ve seen on the newer InReach model, which launched in late December. Garmin inReach Mini 2 Where to Buy: $399.99 $249.99 at Amazon $399.99 $249.99 at REI $399.99 $249.99 at Garmin Garmin InReach Mini 3 Where to Buy: $449.99 $399.99 at Amazon $449.99 $399.99 at REI $449.99 $399.99 at Garmin As someone who has used both the Mini 2 and Mini 3 in the backcountry, I’m a big fan of dedicated satellite communicators over smartphones, even those with support for satellite SOS and messaging. Both the Mini 2 and Mini 3 are far more rugged than your average phone, for one thing, and each device offers multi-day battery life, which certainly isn’t the case with iPhone 17-series phones and Google’s newer Pixel phones . They also operate in higher temperatures and allow you to pull the weather report, which is a massive plus when you’re off the grid and exposed to ever-changing weather patterns. The core functionality of the Mini 2 and Mini 3 is largely the same, however. The two palm-sized satellite communicators leverage the Iridium satellite network for coverage, allowing you to send text messages, share your location, and even trigger SOS alerts in the event of an emergency. The big differences between the last-gen model and the Mini 3 are that the latter features a color touchscreen interface, which makes it far easier to navigate menus and type messages (the Mini 3 Plus also adds support for photos and voice messages). Keep in mind that whichever model you choose, you’ll need to sign up for one of Garmin’s InReach Consumer Plans, which start at $7.99 a month for...
US President Donald Trump arrived in China – flanked by his top aides and American tech leaders – on Wednesday night as Beijing rolled out a lavish welcome ceremony at the airport. He was received by Chinese Vice-President Han Zheng at Beijing Capital International Airport. Trump’s entourage includes Jensen Huang, CEO of Nvidia and a last-minute addition to the trip, as well as US Defence Secretar...
US President Donald Trump arrived in China – flanked by his top aides and American tech leaders – on Wednesday night as Beijing rolled out a lavish welcome ceremony at the airport. He was received by Chinese Vice-President Han Zheng at Beijing Capital International Airport. Trump’s entourage includes Jensen Huang, CEO of Nvidia and a last-minute addition to the trip, as well as US Defence Secretary Pete Hegseth, US Secretary of State Marco Rubio, billionaire entrepreneur Elon Musk and Tim Cook...
Researchers say rise not inevitable and it is important to unpick what is behind differences in obesity trends A continuing rise in obesity around the world is not inevitable, research suggests, with rates in some countries levelling off or potentially in decline. Researchers say focusing on what has been described as a global epidemic of obesity hides large variations in trends across different c...
Researchers say rise not inevitable and it is important to unpick what is behind differences in obesity trends A continuing rise in obesity around the world is not inevitable, research suggests, with rates in some countries levelling off or potentially in decline. Researchers say focusing on what has been described as a global epidemic of obesity hides large variations in trends across different countries, sexes and age groups. Continue reading...
I don’t know a single journalist my age who hasn’t ricocheted around the rapidly shrinking media industry, through multiple buyouts, redundancies and pivots to video Many years ago I rage-quit from my editor job at a digital youth media publication. It was the beginning of the pandemic, my team had been slashed to an exhausted handful who cried every morning, and my freelance budget had been cut t...
I don’t know a single journalist my age who hasn’t ricocheted around the rapidly shrinking media industry, through multiple buyouts, redundancies and pivots to video Many years ago I rage-quit from my editor job at a digital youth media publication. It was the beginning of the pandemic, my team had been slashed to an exhausted handful who cried every morning, and my freelance budget had been cut to zero – all while I was still expected to reach traffic targets. A spree of insane business decisions were made that trickled down to me like sewage water at a music festival. So I quit. I was tired and being overly dramatic of course, but that doesn’t mean I wasn’t justified in being upset. Continue reading...
Aisera, an Automation Anywhere company, was named a Leader in the inaugural IDC MarketScape Worldwide Conversational AI Platforms for Back-Office Use Cases 2026 Vendor Assessment1
Aisera, an Automation Anywhere company, was named a Leader in the inaugural IDC MarketScape Worldwide Conversational AI Platforms for Back-Office Use Cases 2026 Vendor Assessment1
Just a few years ago, Google Cloud Platform (GCP) was a quiet punchline in Alphabet 's (NASDAQ: GOOGL) (NASDAQ: GOOG) portfolio: A cash-burning experiment that most investors overlooked while Amazon Web Services (AWS) and Microsoft Azure dominated cloud computing budgets. Then artificial intelligence (AI) changed the narrative entirely. What was once an also-ran became one of Alphabet's fastest-gr...
Just a few years ago, Google Cloud Platform (GCP) was a quiet punchline in Alphabet 's (NASDAQ: GOOGL) (NASDAQ: GOOG) portfolio: A cash-burning experiment that most investors overlooked while Amazon Web Services (AWS) and Microsoft Azure dominated cloud computing budgets. Then artificial intelligence (AI) changed the narrative entirely. What was once an also-ran became one of Alphabet's fastest-growing, most profitable divisions. At the end of the first quarter, GCP boasted a backlog of more than $460 billion . This is more than just a headline number. It is validation that large enterprises and leading AI developers are voting with their wallets -- signaling a shift in cloud market dynamics that makes Alphabet stock a standout long-term opportunity even after its recent run. Continue reading
IEA Revises 2026 Forecast: Global Oil Supply To Plunge Below Demand This Year Global oil demand is set to exceed supply in the current year amid the ongoing conflict in the Middle East, reversing previous projections of a surplus, OilPrice reports citing the latest IEA data. "With Hormuz tanker traffic still restricted, cumulative supply losses from Middle East Gulf producers already exceed 1 bil...
IEA Revises 2026 Forecast: Global Oil Supply To Plunge Below Demand This Year Global oil demand is set to exceed supply in the current year amid the ongoing conflict in the Middle East, reversing previous projections of a surplus, OilPrice reports citing the latest IEA data. "With Hormuz tanker traffic still restricted, cumulative supply losses from Middle East Gulf producers already exceed 1 billion barrels with more than 14 million (barrels per day) of oil now shut in, an unprecedented supply shock," said the agency, which advises industrialized countries. According to the May 2026 Oil Market Report by the International Energy Agency (IEA), global oil supply is projected to fall by 3.9 million bpd across 2026, with ~10.5 million bpd of Gulf oil production currently offline. Global oil stocks are depleting at a record pace as supply losses from disruptions to flows via the Strait of Hormuz keep mounting Producers & consumers are responding to the market signals, with Atlantic crude oil exports surging & refiners cutting runs: https://t.co/cOYraM4phx pic.twitter.com/QWJlPICebi — International Energy Agency (@IEA) May 13, 2026 Consumption is also under pressure due to the war as price spikes lead to demand destruction and slower economic growth: Global demand is also forecast to contract by 420,000 bpd compared to a previous forecast of an 80,000 bpd drop due to surging prices, slow economic growth and widespread flight cancellations, with oil demand still set to outpace supply by 1.78 million bpd in the current year. "Our latest supply and demand estimates imply that the market will remain severely undersupplied through the end of 3Q26, even assuming the conflict ends by early June," the Paris-based agency said, adding that the second-quarter deficit will be as stark as 6 million bpd. Global crude runs are expected to plunge by 1.6 million bpd to an average of 82.3 mb/d for the year as operators face infrastructure damage and severe feedstock shortages, with r...
One firm is doubling down on its bull case for the online marketplace. Citi analyst Ronald Josey raised his price target on eBay (NASDAQ:EBAY) stock to $127 from $114, maintaining a Buy rating. The price target raise reflects what Citi describes as improving operational execution and continued momentum across the company’s targeted growth categories. For ... Citi Hikes eBay Price Target to $127: B...
One firm is doubling down on its bull case for the online marketplace. Citi analyst Ronald Josey raised his price target on eBay (NASDAQ:EBAY) stock to $127 from $114, maintaining a Buy rating. The price target raise reflects what Citi describes as improving operational execution and continued momentum across the company’s targeted growth categories. For ... Citi Hikes eBay Price Target to $127: Better Execution Drives Q1 Beat