Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 10 years by 19.34% on an annualized basis producing an average annual return of 33.08%. Currently, Taiwan Semiconductor has a market capitalization of $2.08 trillion. Buying $100 In TSM: If an investor had bought $100 of TSM stock 10 years ago, it would be worth $1,729.99 today based on a price of $401.79 for TSM at the time...
Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 10 years by 19.34% on an annualized basis producing an average annual return of 33.08%. Currently, Taiwan Semiconductor has a market capitalization of $2.08 trillion. Buying $100 In TSM: If an investor had bought $100 of TSM stock 10 years ago, it would be worth $1,729.99 today based on a price of $401.79 for TSM at the time of writing. Taiwan Semiconductor's Performance Over Last 10 Years Finally -- what's the point of al
SlavkoSereda/iStock via Getty Images Crude oil futures fell Wednesday after OPEC lowered its oil demand growth expectations for this year, as the near-shutdown of the Strait of Hormuz forced Middle East producers to cut output. In its monthly report , OPEC forecast global oil demand growth of 1.17M bbl/day for 2026, down from its estimate of 1.38M bbl/day made a month ago, joining other forecaster...
SlavkoSereda/iStock via Getty Images Crude oil futures fell Wednesday after OPEC lowered its oil demand growth expectations for this year, as the near-shutdown of the Strait of Hormuz forced Middle East producers to cut output. In its monthly report , OPEC forecast global oil demand growth of 1.17M bbl/day for 2026, down from its estimate of 1.38M bbl/day made a month ago, joining other forecasters such as the International Energy Agency in cutting expectations due to the Iran war. The cartel also lowered its Q2 oil demand forecast by an additional 500K bbl/day to 104.57M bbl/day from 105.07M bbl/day forecast last month, which had already cut the Q2 estimate by 500K bbl/day. OPEC also estimated the group's crude production fell by 1.73M bbl/day to 18.98M bbl/day in April, while output from the broader OPEC+ alliance including Russia declined by 1.74M bbl/day to 33.19M bbl/day. In its own monthly oil market report , the Paris-based IEA now forecasts global oil demand to drop by 420K bbl/day this year, from previous expectations of an 80K bbl/day decline. With a base-case scenario assuming flows through Hormuz will gradually resume from June and demand growth returning to positive territory only in August, the IEA now expects global supply to fall by 3.9M bbl/day this year from previous expectations of a 1.5M bbl/day drop. In the U.S., crude oil inventories fell for a third consecutive week as exports increased and refineries stepped up their capacity use, the Energy Information Administration reported . Commercial crude oil stocks excluding the Strategic Petroleum Reserve fell by 4.3M barrels to 452.9M barrels in the week ended May 8 and were 0.3% below the five-year average for the time of year, the EIA said. U.S. crude oil production rose by an estimated 137K bbl/day from the previous week to 13.7M bbl/day, while crude oil exports jumped by 742K bbl/day to 5.5M bbl/day and refinery capacity use rose by 1.6 percentage points to 91.7%. U.S. gasoline inventories fell...
Earnings Call Insights: Fluent, Inc. (FLNT) Q1 2026 Management View “Commerce Media is the lead story of this company and where we will deliver shareholder value... Q1 is proof that our strategy is winning.” (Chief Executive Officer Donald Patrick) “Commerce Media Solutions delivered revenue of $25.9 million, 104% growth year-over-year... Commerce Media now represents 58% of our total consolidated...
Earnings Call Insights: Fluent, Inc. (FLNT) Q1 2026 Management View “Commerce Media is the lead story of this company and where we will deliver shareholder value... Q1 is proof that our strategy is winning.” (Chief Executive Officer Donald Patrick) “Commerce Media Solutions delivered revenue of $25.9 million, 104% growth year-over-year... Commerce Media now represents 58% of our total consolidated revenue, up from 23% just 4 quarters ago.” (CEO Patrick) “During the quarter, we entered into partnerships with Wyndham Hotels and Squire, a barbershop booking platform, 2 new verticals that validate the breadth of demand for what we are building.” (CEO Patrick) “Revenue of $44.9 million... is down 19% versus Q1 2025, but that figure includes $10.9 million from Call Solutions in 2025, which we divested in January. Excluding the impact of the divestiture, revenue was down 3% year-over-year.” (CEO Patrick) “Our owned and operated marketplace business has faced persistent headwinds... we are treating as a structural reality rather than a temporary condition... [and] reposition our owned and operated marketplace as the core enabler of our Commerce Media Platform.” (CEO Patrick) “Total consolidated revenue was $44.9 million in the first quarter of 2026 compared with $55.2 million in the prior year period... revenue from our aggregate continuing businesses declined approximately 3% year-over-year as Commerce Media Solutions growth largely offset the expected contraction in our owned and operated business.” (CFO and Principal Financial & Accounting Officer Ryan Perfit) Outlook “Our view on 2026 has not changed... we see Q2 revenue similar to Q1 with improving margins... [and] we expect double-digit year-over-year consolidated revenue growth on our aggregate continuing businesses.” (CEO Patrick) “We expect expanding gross margins as our highest margin business becomes an increasingly dominant share of the mix. And we expect an improvement in adjusted EBITDA as that revenue growth ...
Getty Images Warby Parker Inc. ( WRBY ) reported Q1 results on the 7 th of May that sent the stock surging by 34% on the two following trading days. The strong stock move is, in my opinion, intriguing—Warby Parker reported expectedly weak results that were nearly in line with Wall Street expectations, and the 2026 guidance wasn’t moved. A higher valuation puts increasing expectations on the upcomi...
Getty Images Warby Parker Inc. ( WRBY ) reported Q1 results on the 7 th of May that sent the stock surging by 34% on the two following trading days. The strong stock move is, in my opinion, intriguing—Warby Parker reported expectedly weak results that were nearly in line with Wall Street expectations, and the 2026 guidance wasn’t moved. A higher valuation puts increasing expectations on the upcoming AI glasses launch. I upgraded my rating to Hold in my previous March article on the stock, titled “ Warby Parker: Focus On AI Glasses While Macro Slows.” The stock has since returned 19%; meanwhile, the S&P 500 has returned 8%. My Rating History on WRBY (Seeking Alpha) Warby Parker Q1 Review: No Clear Reason For Post-Earnings Surge There weren’t large surprises in Warby Parker’s Q1 results . The company has continued to open new retail locations to drive revenue growth; meanwhile, the macroeconomic environment weighed on demand. I noted an adverse Q1 operating environment in my previous article, and as could be expected, the report clearly reflects a weaker environment. Revenues came in at $242.4 million, up by 8.3% year-on-year. Warby Parker has opened 50 new stores during the past twelve months to drive growth, ending the quarter at a total of 337 locations. The underlying performance was much slower, though—same-store sales declined dramatically as revenue growth lagged the pace of new store openings by 9.1 percentage points. Warby Parker’s store traffic was very slow; the number of active customers stalled despite store openings. E-commerce revenues also declined by -4% due to the sunsetting of the Home Try-On program. An increase in the average revenue per customer through higher-value products and eye exams drove most of Warby Parker’s revenue growth. WRBY Q1'26 Investor Presentation Weather caused the most noteworthy traffic impact according to the Q1 earnings call ; extreme winter weather led to temporary store closures and weaker overall foot traffic during the ...
Vance Shrugs Off Backlash After Trump Says Americans' Finances Don't Factor Into Iran War "Even A Little Bit" Just before leaving to China on Tuesday, President Trump fielded question from the media and issued some shocking remarks which are sure to hurt, not help Republicans, during a week in which the Iran war hits the 75-day mark. President Trump conceded that the financial situation for Americ...
Vance Shrugs Off Backlash After Trump Says Americans' Finances Don't Factor Into Iran War "Even A Little Bit" Just before leaving to China on Tuesday, President Trump fielded question from the media and issued some shocking remarks which are sure to hurt, not help Republicans, during a week in which the Iran war hits the 75-day mark. President Trump conceded that the financial situation for Americans was not a factor in his decision-making when it came to Iran , at a moment Americans are alarmed at steadily rising gas prices, and the potential that the cost of everything from groceries to other basic staples could go up. The real surprise was that he didn't even try dodge the question or massage the topic like many politicians would choose to do, instead he emphasized: "Not even a little bit." "The only thing that matters, when I’m talking about Iran, they can’t have a nuclear weapon. I don't think about Americans' financial situation. I don’t think about anybody . I think about one thing: we cannot let Iran have a nuclear weapon… that’s the only thing that motivates me," he added. Watch: President Trump is asked how much he considers Americans' financial situation when negotiating with Iran: "Not even a little bit. The only thing that matters is they can't have a nuclear weapon. I don't think about Americans’ financial situation. I don't think about anybody." pic.twitter.com/BFxqVtZgQr — The American Conservative (@amconmag) May 12, 2026 Congressional GOP members are no doubt squirming in wake of these blunt comments, and Trump's own staff surely wasn't thrilled. Trump didn't so much as hesitate in his remarks, and midterm elections are coming up fast, with the Iran conflict and Hormuz showdown showing no signs of abating. Some have argued that Trump as Commander-in-Chief is in 'war mode' and so doesn't want to tip his cards or let the Iranians perceive that they have leverage and can impose a political cost, especially amid talks and stalled negotiations. But the ...
In this article 7011.T-JP Follow your favorite stocks CREATE FREE ACCOUNT SAN ANTONIO, ZAMBALES, PHILIPPINES - APRIL 28: A Japanese Self-Defense Forces personnel carried a Japanese national flag in front of missile systems, during an Integrated Air and Missile Defense (IAMD) drill, as part of the ongoing Balikatan (Shoulder-Shoulder) multinational exercise, at a naval base in San Antonio, Zambales...
In this article 7011.T-JP Follow your favorite stocks CREATE FREE ACCOUNT SAN ANTONIO, ZAMBALES, PHILIPPINES - APRIL 28: A Japanese Self-Defense Forces personnel carried a Japanese national flag in front of missile systems, during an Integrated Air and Missile Defense (IAMD) drill, as part of the ongoing Balikatan (Shoulder-Shoulder) multinational exercise, at a naval base in San Antonio, Zambales, Philippines, on April 28, 2026. The IAMD exercise, which sees the deployment of troops and missile systems from the United States and Japan, comes at a time of escalating tensions in the disputed South China Sea and the Taiwan Strait, with the Chinese People's Liberation Army increasing military activities in the water and Beijing denouncing Tokyo's strengthened defense cooperation with the Philippines. (Photo by Daniel Ceng/Anadolu via Getty Images) Anadolu | Anadolu | Getty Images Japan easing decades-old restrictions on arms exports opens a big opportunity for the country's defense industry in a world increasingly hungry for weapons. The global conditions seem favorable. On April 27, SIPRI reported that global military spending hit a record of $2.89 trillion in 2025, the 11th straight year of increase. Countries are "desperate" to acquire weapons such as air defense missiles, artillery shells and armored vehicles, areas where Japan Inc. might expand its market share in the international defense economy, Hirohito Ogi, senior research fellow at the Tokyo-based Institute of Geoeconomics, told CNBC in an interview. South Korea may offer a template — defense companies there have had a roaring few years producing arms cheaper, faster, and of comparable quality to U.S. weapons, benefiting as the Russia-Ukraine war drags on — and the Iran war is likely to fuel demand even further. What's more, traditional U.S. partners are now looking for alternative defense suppliers amid surging demand and doubts over American alliance commitments. Japanese engineering is "top-tier," and its...