My top 10 things to watch Friday, May 15 1. We're headed for a sharply lower open. Weakness in tech names has Nasdaq 100 futures off more than 1.5%. U.S. oil benchmark WTI crude is up 3% to $104 a barrel. Market interest rates are surging, too, with the 10-year Treasury yield topping 4.56%. The 30-year topped 5.1%, the highest in roughly a year. Low bond yields have been oxygen for the stock rally...
My top 10 things to watch Friday, May 15 1. We're headed for a sharply lower open. Weakness in tech names has Nasdaq 100 futures off more than 1.5%. U.S. oil benchmark WTI crude is up 3% to $104 a barrel. Market interest rates are surging, too, with the 10-year Treasury yield topping 4.56%. The 30-year topped 5.1%, the highest in roughly a year. Low bond yields have been oxygen for the stock rally. 2. Applied Materials posted a fantastic quarter, with beats on the top and bottom lines. Can't boost its output of machines and tools to build semiconductor chips any more than it has, so supplies stay tight. Citi raised its price target to $550 from $520. Despite strong results, AMAT is down 2%, along with those of several other semiconductor companies. The iShares Semiconductor ETF is on pace to break a six-week win streak. 3. Loop Capital initiated coverage of Vertiv , a data center cooling and power supplier, with a buy rating and $500 price target. That implies over 30% upside from yesterday's close. I've loved Vertiv for years . But I don't love that analysts called AI infrastructure spending a "super cycle." That phrase always gives me pause, even though I'm a big believer in the theme. 4. The order book of companies like HVAC player Trane Technologies is why I'm a believer. CEO Dave Regnery joined me on "Mad Money" last night, saying its order rates have been "off the chart." Regnery recalls when $6 billion was considered a record backlog for Trane. It was $10.7 billion at the end of Q1. 5. RBC Capital says it's time to buy Texas Roadhouse , raising the restaurant chain to a buy from hold. The firm sees potential for beef prices to decline, which would improve margins. This used to be a great stock, but it couldn't escape stubbornly high beef inflation. We bailed from our position at a nice profit in February. We just didn't have much conviction that beef prices would flip from a headwind to a tailwind in the coming year, given low cattle supplies. 6. Deutsche Ban...
J Studios Nebius ( NBIS ) was in focus on Friday as Citi upped its price target on the neocloud company after it reported first-quarter results earlier this week. Shares fell 2.8% in premarket trading. “Nebius reported very clean top-and-bottom-line results ahead of Citi/consensus, and raised contracted capacity by +1GW to >4GW on a new 1.2GW Pennsylvania site,” analyst Tyler Radke wrote in a note...
J Studios Nebius ( NBIS ) was in focus on Friday as Citi upped its price target on the neocloud company after it reported first-quarter results earlier this week. Shares fell 2.8% in premarket trading. “Nebius reported very clean top-and-bottom-line results ahead of Citi/consensus, and raised contracted capacity by +1GW to >4GW on a new 1.2GW Pennsylvania site,” analyst Tyler Radke wrote in a note to clients. “Three signals stood out to us. First, demand is clearly strengthening, GPU pricing is increasing and capacity continues to sell out across new-and-prior-generation chips, and management noted four-plus customers competing for every GPU brought online. Second, the decision to hold the revenue and margin guides despite the operational beat and the capacity raise strikes us as deliberately conservative and sets up favorable revisions in Q2–Q4. Third, the financing model continues to be less demanding than peers, with 90% of capex already secured by cash and contractual commitments.” Radke reiterated his Buy rating on Nebius and upped his price target to $287 from $169. More on Nebius Group Nebius: 4GW Power Upgrade Strengthens The Bull Case Nebius: Still Stealing CoreWeave's Lunch Money Fundamentals Over Everything Nebius finds its 'sweet spot' as AI infrastructure demand soars: SA analyst Nebius stock soars past key technical levels to fresh 52-week high
Orvana Minerals press release ( ORV:CA ): Q2 Revenue of $54.4M (+70.0% Y/Y). Cash flows provided by operating activities of $29.9 million in Q2 FY2026, compared to $0.8 million of cash used in Q1 FY2026 (an improvement of $30.7 million). Free Cash Flow surplus of $10.6 million in Q2 FY2026, compared to a Free Cash Flow deficit of $3.7 million in Q1 FY2026 (an improvement of $14.3 million). FY2026 ...
Orvana Minerals press release ( ORV:CA ): Q2 Revenue of $54.4M (+70.0% Y/Y). Cash flows provided by operating activities of $29.9 million in Q2 FY2026, compared to $0.8 million of cash used in Q1 FY2026 (an improvement of $30.7 million). Free Cash Flow surplus of $10.6 million in Q2 FY2026, compared to a Free Cash Flow deficit of $3.7 million in Q1 FY2026 (an improvement of $14.3 million). FY2026 Guidance Orovalle The following table sets out Orovalle's first half of fiscal 2026 results and fiscal 2026 production, capital expenditures and costs (3) guidance: Orovalle YTD FY2026 Actual FY 2026 Guidance (4) Metal Production Gold (oz) 17,772 34,000 – 37,000 Copper (million lbs) 1.5 2.7 – 3.0 Sustaining Capital Expenditures (USD thousands) $5,519 $15,000 - $17,000 Cash operating costs (by-product) ($/oz) gold (3) (4) $1,915 $2,300 - $2,500 All-in sustaining costs (by-product) ($/oz) gold (3) (4) $2,306 $2,700 - $3,000 Click to enlarge More on Orvana Minerals Financial information for Orvana Minerals
BEIJING, CHINA - MAY 14: Nvidia CEO Jensen Huang (C) gestures as he prepares to depart following a welcome ceremony at the Great Hall of the People on May 14, 2026 in Beijing, China. President Trump is meeting with President Xi Jinping in Beijing to address the Iran conflict, trade imbalances, and the Taiwan situation while establishing new bilateral boards for economic and AI oversight. (Photo by...
BEIJING, CHINA - MAY 14: Nvidia CEO Jensen Huang (C) gestures as he prepares to depart following a welcome ceremony at the Great Hall of the People on May 14, 2026 in Beijing, China. President Trump is meeting with President Xi Jinping in Beijing to address the Iran conflict, trade imbalances, and the Taiwan situation while establishing new bilateral boards for economic and AI oversight. (Photo by Alex Wong/Getty Images) Alex Wong | Getty Images News | Getty Images Earnings for chip giant Nvidia are always a big deal for the stock market but are stacking up to be monumental this time, with headlines resurfacing hopes that a U.S.-China trade deal may open the gates for the company to start selling its chips to Chinese companies. The biggest stock in the world added another 20% since May 5, including a 4.4% rally Thursday after reports that the U.S. cleared a handful of Chinese firms to buy Nvidia's H200 processors used for AI applications. Nvidia's market cap is now just shy of $5.7 trillion, up from $4.7 trillion as of market close last Tuesday. Stock Chart Icon Stock chart icon Nvidia since May 5 The sharp surge in the stock price means many bullish options traders who were buying calls ahead of this quarter's earnings report are already "in the money," meaning the stock is trading above their strike price. That's increased leverage in the options market into options expiry Friday, as well as next week, with $40 billion of options delta trading against just $4 billion of total premium. Big Nvidia expiration Nvidia reports next Wednesday, May 20, after the bell. The top ten most popular Nvidia options by volume all expire today, with the 235-strike call accounting for $114 million in options premium and almost $5 billion in delta. Those traders will need the stock to at least hold onto this week's gains through the bell Friday or face a swift drop in value. "How do you reprice China reopening to Nvidia, I think that's what people are repositioning for right now," sa...
Dan Ives of Wedbush Securities says the Cerebras Systems IPO is a watershed moment for the tech sector. He sees the Nasdaq hitting 30,000 in the next six to nine months. He has more on "Bloomberg Surveillance." (Source: Bloomberg)
Dan Ives of Wedbush Securities says the Cerebras Systems IPO is a watershed moment for the tech sector. He sees the Nasdaq hitting 30,000 in the next six to nine months. He has more on "Bloomberg Surveillance." (Source: Bloomberg)
Entrée Resources Ltd. press release ( ETG:CA ): For the Q1 2026 period, the company’s operating loss was $0.7 million compared to $0.6 million in Q1 2025. The increase was mainly due to share-based compensation recorded in Q1 2026. For the Q1 2026 period, the operating cash outflow before changes in non-cash working capital items was $0.6 million compared to $0.6 million in 2025. As at March 31, 2...
Entrée Resources Ltd. press release ( ETG:CA ): For the Q1 2026 period, the company’s operating loss was $0.7 million compared to $0.6 million in Q1 2025. The increase was mainly due to share-based compensation recorded in Q1 2026. For the Q1 2026 period, the operating cash outflow before changes in non-cash working capital items was $0.6 million compared to $0.6 million in 2025. As at March 31, 2026, the cash balance was $3.5 million and the working capital balance was $3.4 million. More on Entrée Resources Ltd. Historical earnings data for Entrée Resources Ltd. Financial information for Entrée Resources Ltd.
This week's dividend activity included increased payouts from Simon Property ( SPG ) and Penske Automotive ( PAG ) as well as declarations from companies such as Lockheed Martin ( LMT ) and 3M ( MMM ). Additionally, looking towards next week, industry players such as Chevron ( CVX ) and Carnival Corporation ( CCL ) will see the ex-dividend dates for their upcoming dividend payments. See a breakdow...
This week's dividend activity included increased payouts from Simon Property ( SPG ) and Penske Automotive ( PAG ) as well as declarations from companies such as Lockheed Martin ( LMT ) and 3M ( MMM ). Additionally, looking towards next week, industry players such as Chevron ( CVX ) and Carnival Corporation ( CCL ) will see the ex-dividend dates for their upcoming dividend payments. See a breakdown below of some of the highlights of this week, along with some upcoming activity on the dividend front. Dividend Increases Here are some companies that have announced a dividend increase in the past week: Simon Property ( SPG ) Dividend declared: May 11 New dividend amount: $2.25 Previous amount: $2.20 Increase: 2.3% Penske Automotive ( PAG ) Dividend declared: May 13 New dividend amount: $1.42 Previous amount: $1.40 Increase: 1.4% RLI ( RLI ) Dividend declared: May 14 New dividend amount: $0.18 Previous amount: $0.16 Increase: 12.5% Dividend Declarations Here are some companies that have announced a dividend in the past week: CSX ( CSX ) Dividend declared: May 12 Dividend amount: $0.14 3M ( MMM ) Dividend declared: May 12 Dividend amount: $0.78 Lockheed Martin ( LMT ) Dividend declared: May 12 Dividend amount: $3.45 Cisco ( CSCO ) Dividend declared: May 13 Dividend amount: $0.42 Upcoming Dividend Calendar Here are some companies that have an ex-dividend date coming next week: Carnival Corporation ( CCL ) Ex-dividend date: May 18 Payout date: May 29 Chevron ( CVX ) Ex-dividend date: May 19 Payout date: June 10 Alcoa ( AA ) Ex-dividend date: May 19 Payout date: June 5 Valero Energy ( VLO ) Ex-dividend date: May 21 Payout date: June 23 Additional Dividend Information For investors looking to gain further access to the dividend space, listed below are some popular dividend-focused ETFs that can be further analyzed: Dividend ETFs: ( VIG ), ( SCHD ), ( VYM ), ( DGRO ), ( SDY ), ( DVY ), ( IDV ), ( DGRW ), ( NOBL ), ( HDV ), ( RDVY ), ( VIGI ), and ( SDVY ). More on markets Top ...
Suphanat Khumsap Backers of the Commonwealth LNG project approved construction of the $13B liquefied natural gas export plant on the Louisiana coast, after U.S.-based Caturus raised $9.75B in financing for the project, Mubadala Energy said Friday. Caturus is backed by U.S. investment group Kimmeridge and Mubadala, a subsidiary of a United Arab Emirates sovereign wealth fund and Canada Pension Plan...
Suphanat Khumsap Backers of the Commonwealth LNG project approved construction of the $13B liquefied natural gas export plant on the Louisiana coast, after U.S.-based Caturus raised $9.75B in financing for the project, Mubadala Energy said Friday. Caturus is backed by U.S. investment group Kimmeridge and Mubadala, a subsidiary of a United Arab Emirates sovereign wealth fund and Canada Pension Plan Investment Board; Mubadala contributed equity to the project financing along with CPP, BlackRock ( BLK ), Ares Management ( ARES ), and EOC Partners. Mubadala's investment in Caturus and financing of Commonwealth LNG is not driven by the Iran war , COO Adnan Bu Fateem told the Financial Times . "We have noticed that the U.S. is expanding its position as a global leader in LNG. So, it makes perfect sense for a company like Mubadala Energy to have a position on this market." The plant will have an annual capacity of 9.5M metric tons of LNG and is expected to become operational in 2030. U.S. LNG export capacity is forecast to double to 240M tons by 2035, according to an analysis of projects that have reached final investment decisions by research firm Rapidan Energy." The war in the Middle East has knocked Qatar and U.A.E.'s proposed LNG expansions sideways and removed ~80M tons from the market currently," Rapidan's Alex Munton told FT . "Russia is still sanctioned constrained, Australia is stagnating, and Mozambique has challenges, so that leaves only the U.S. to provide growth at scale." The Commonwealth LNG final investment decision follows the announcement in March by Venture Global of an $8.6B expansion of its CP2 LNG plant, also in Louisiana. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( UNL ), (FGC) More on BlackRock BlackRock: Time To 'Buy' This Eventual Dividend Aristocrat Now BlackRock: Not Adding Despite A Stellar Q1 2026 BlackRock Is A Buy After Q1 Despite Private Credit Exposure
CT Real Estate Investment Trust ( CRT.UN:CA ) declares CAD 0.079/share monthly dividend , in line with previous. Payable June 15; for shareholders of record May 29; ex-div May 29. See CRT.UN:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on CT Real Estate Investment Trust CT Real Estate Investment Trust (CRT.UN:CA) Shareholder/Analyst Call Prepared Remarks Transcript CT Real Estate In...
CT Real Estate Investment Trust ( CRT.UN:CA ) declares CAD 0.079/share monthly dividend , in line with previous. Payable June 15; for shareholders of record May 29; ex-div May 29. See CRT.UN:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on CT Real Estate Investment Trust CT Real Estate Investment Trust (CRT.UN:CA) Shareholder/Analyst Call Prepared Remarks Transcript CT Real Estate Investment Trust (CRT.UN:CA) Q1 2026 Earnings Call Transcript CT REIT: Expect More Dividend Increases Historical earnings data for CT Real Estate Investment Trust Dividend scorecard for CT Real Estate Investment Trust
The hot ticker on every retail trader’s screen this week is Cerebras Systems (NASDAQ:CBRS), the AI chip designer whose IPO surged 65% on its IPO day and is now drawing the predictable wave of FOMO from anyone hunting the next Nvidia. But here’s what you should actually be watching. Cerebras went public into the most ... Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead
The hot ticker on every retail trader’s screen this week is Cerebras Systems (NASDAQ:CBRS), the AI chip designer whose IPO surged 65% on its IPO day and is now drawing the predictable wave of FOMO from anyone hunting the next Nvidia. But here’s what you should actually be watching. Cerebras went public into the most ... Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead
Wes Streeting or Andy Burnham could launch a leadership bid – here are policies from which they could choose Wes Streeting may not have launched a leadership challenge against Keir Starmer, but he has called for a “battle of ideas” about the government’s future direction. When it comes to economic policy, there are (at least) four overlapping Labour camps, which have recently generated a flurry of...
Wes Streeting or Andy Burnham could launch a leadership bid – here are policies from which they could choose Wes Streeting may not have launched a leadership challenge against Keir Starmer, but he has called for a “battle of ideas” about the government’s future direction. When it comes to economic policy, there are (at least) four overlapping Labour camps, which have recently generated a flurry of policies from which leadership contenders could choose. Here we run through the main ideas behind each camp. Continue reading...
Mizuho Financial press release ( MFG ): FY GAAP EPS of ¥502.92. Revenue of ¥9085.44B (+0.6% Y/Y). More on Mizuho Financial Mizuho Financial Group: From Value Play To Normalized Bank Japan’s top banks to get Anthropic’s Mythos AI model in coming weeks - report Japan's Mizuho reportedly faces growing fallout as issuers reconsider bond roles Seeking Alpha’s Quant Rating on Mizuho Financial Historical...
Mizuho Financial press release ( MFG ): FY GAAP EPS of ¥502.92. Revenue of ¥9085.44B (+0.6% Y/Y). More on Mizuho Financial Mizuho Financial Group: From Value Play To Normalized Bank Japan’s top banks to get Anthropic’s Mythos AI model in coming weeks - report Japan's Mizuho reportedly faces growing fallout as issuers reconsider bond roles Seeking Alpha’s Quant Rating on Mizuho Financial Historical earnings data for Mizuho Financial
(RTTNews) - Stocks are likely to come under pressure in early trading on Friday, giving back ground after ending the previous session mostly higher. The major index futures are currently pointing to a sharply lower open for the markets, with the S&P 500 futures down by 1.2 percen
(RTTNews) - Stocks are likely to come under pressure in early trading on Friday, giving back ground after ending the previous session mostly higher. The major index futures are currently pointing to a sharply lower open for the markets, with the S&P 500 futures down by 1.2 percen
Trump says ‘tough’ for Starmer to survive without energy and immigration shift By Nicholas Lester, Press Association Donald Trump has said it will be a “tough thing” for Sir Keir Starmer to survive as Prime Minister unless he shifts his position on energy and immigration. But the US president, who has had a fractious relationship with Sir Keir over Iran and has repeatedly criticised him, stopped s...
Trump says ‘tough’ for Starmer to survive without energy and immigration shift By Nicholas Lester, Press Association Donald Trump has said it will be a “tough thing” for Sir Keir Starmer to survive as Prime Minister unless he shifts his position on energy and immigration. But the US president, who has had a fractious relationship with Sir Keir over Iran and has repeatedly criticised him, stopped short of saying the Labour leader should quit, and said he thought “he’s a nice man”. The US president was speaking to reporters on board Air Force One as he returned from his two-day visit to China. Sir Keir is currently fighting for his political life as he faces a challenge to his leadership after last week’s disastrous local election results. Mr Trump has already warned the Prime Minister that he was “getting killed on energy” by not boosting oil extraction in the North Sea, and accused him of “windmilling the country to death”. He has also branded UK immigration policies “insane” and claimed Britain was being “invaded”. Speaking on Air Force One, Mr Trump said: “He’s in trouble for two reasons, energy and immigration. “He’s very bad on energy. “He should open up the North Sea. He’s got a gold mine and should open up oil in the North Sea, and he doesn’t. “You know they buy their oil, a lot of it from Norway. Norway gets it from the North Sea, not as good an area as Scotland and the UK, so they’re paying Norway a fortune for oil that they take out of the North Sea.” Pressed over whether the Prime Minister can survive, Mr Trump said: “It’s a tough thing unless he can straighten out immigration, where he’s weak, and if he doesn’t start drilling, stop with the windmills all over the place that are causing havoc. “Most expensive form of energy, they kill the birds, they’re unsightly, they’re ruining the landscape.” The president added: “He’s got to open up the North Sea, you know, he’s got one of the greatest oil finds anywhere in the world, and he’s not using it. I tell him ...