Consensus has Nvidia (NVDA) growing revenue by roughly 70% this year and by over 30% next year. The demand is real, and the capex behind it is committed. What is not well modeled is the infrastructure risk sitting between that demand and actual revenue recognition. The power grid is the primary constraint, and it is already affecting deployment schedules in 2026.
Consensus has Nvidia (NVDA) growing revenue by roughly 70% this year and by over 30% next year. The demand is real, and the capex behind it is committed. What is not well modeled is the infrastructure risk sitting between that demand and actual revenue recognition. The power grid is the primary constraint, and it is already affecting deployment schedules in 2026.
Walmart (NYSE: WMT) is currently trading at a 49x trailing earnings multiple - well above its historical average of 31x. While industry peers like Target Corp (NYSE: TGT) trade at significantly lower multiples, this article presents the upside case for Walmart, arguing that its premium reflects a structural pivot from a high-volume grocer to a high-margin platform.
Walmart (NYSE: WMT) is currently trading at a 49x trailing earnings multiple - well above its historical average of 31x. While industry peers like Target Corp (NYSE: TGT) trade at significantly lower multiples, this article presents the upside case for Walmart, arguing that its premium reflects a structural pivot from a high-volume grocer to a high-margin platform.
Digi Power X press release ( DGXX ): Q1 net loss of $(4.7) million, compared to $(1.6) million in Q1 2025. Revenue of $6.8M (-26.9% Y/Y) misses by $4.33M . Adjusted EBITDA of $1.1 million, a $2.4 million year-over-year improvement from $(1.3) million in Q1 2025. Cash and cash equivalents of $73 million at quarter-end, with zero long-term debt. 2027 Outlook For fiscal 2027, Digi Power X is targetin...
Digi Power X press release ( DGXX ): Q1 net loss of $(4.7) million, compared to $(1.6) million in Q1 2025. Revenue of $6.8M (-26.9% Y/Y) misses by $4.33M . Adjusted EBITDA of $1.1 million, a $2.4 million year-over-year improvement from $(1.3) million in Q1 2025. Cash and cash equivalents of $73 million at quarter-end, with zero long-term debt. 2027 Outlook For fiscal 2027, Digi Power X is targeting total revenue of approximately $250-$300 million across its three operating segments (vs. consensus of $200.07M) : AI colocation revenue from the Colocation Agreement is expected to contribute approximately $80-$100 million, reflecting a full year of Phase 1 operations and a partial year of Phase 2 following its targeted commissioning (40 MW), and the Company is targeting an aggregate of 90 MW of AI colocation for fiscal 2027 (50 MW in addition to the Colocation Agreement) for aggregate colocation revenues of up to $200 million; GPU-as-a-Service revenue through NeoCloudz is expected to scale over the course of the year to approximately 10 MW, as additional GPU capacity is deployed and contracted (assuming similar utilization rates and $/kW to the Company's current contracts), with the Company targeting a year-end annualized run rate of up to $100 million, noting that recognized segment revenue will depend on the timing of capacity deployment and customer offtake; Energy sales are anticipated to be comparable to current levels and are expected to contribute approximately $12 million. More on Digi Power X Digi Power X: Progress Is Real, Proof Is Not Digi Power X to uplist to Cboe Canada Seeking Alpha’s Quant Rating on Digi Power X Historical earnings data for Digi Power X Financial information for Digi Power X
Robert Way/iStock Editorial via Getty Images Mitsubishi UFJ Financial Group ( MUFG ) on Friday announced a revised financial target under its medium-term business plan, as part of which the Japanese bank holding company now targets a return on equity of ~12% for fiscal 2026. Previously, the company was targeting an ROE of ~9% for the year. The company began reviewing its established target in earl...
Robert Way/iStock Editorial via Getty Images Mitsubishi UFJ Financial Group ( MUFG ) on Friday announced a revised financial target under its medium-term business plan, as part of which the Japanese bank holding company now targets a return on equity of ~12% for fiscal 2026. Previously, the company was targeting an ROE of ~9% for the year. The company began reviewing its established target in early fiscal 2025 after achieving the fiscal 2026 ROE target of 9% in fiscal 2024. "While uncertainties persist in the business environment, performance is expected to exceed initial projections. Therefore, MUFG has decided to upwardly revise its ROE target," the company said in its press release. Shares were 0.43% higher at $18.56 during pre-market trading on Friday. Mitsubishi UFJ reported an ROE of 11.3% for fiscal 2025. More on Mitsubishi UFJ Financial Japan’s top banks to get Anthropic’s Mythos AI model in coming weeks - report Most oversold financial stocks above $10B on Wall Street amid Middle East disruptions Seeking Alpha’s Quant Rating on Mitsubishi UFJ Financial Historical earnings data for Mitsubishi UFJ Financial Financial information for Mitsubishi UFJ Financial
ilbusca/iStock via Getty Images Yesterday’s new all-time highs for the Nasdaq and S&P 500, fueled by AI enthusiasm and pure momentum, have been par for the course the past few weeks. More recently, it may not feel that way for diversified stock portfolios because the index gains are driven by a shrinking number of participants. The percentage of stocks in the S&P 500 trading above their 50-day mov...
ilbusca/iStock via Getty Images Yesterday’s new all-time highs for the Nasdaq and S&P 500, fueled by AI enthusiasm and pure momentum, have been par for the course the past few weeks. More recently, it may not feel that way for diversified stock portfolios because the index gains are driven by a shrinking number of participants. The percentage of stocks in the S&P 500 trading above their 50-day moving average fell from a high of 62% one month ago to just 47% yesterday. This decline is likely discounting what lies ahead rather than what is now behind us, which is what has dominated the headlines. Market index charts (Finviz) Corporate profits for the first quarter were outstanding, rising more than 27% compared to expectations for less than half that percentage. Job growth rebounded to 115,000 in April, which was double the estimate and the first back-to-back monthly increase in employment in nearly a year. Unemployment claims remain at historically low levels, and business surveys of manufacturing and service sector companies reflect a steady rate of economic growth. Lastly, despite record lows in sentiment, consumers continue to spend at a brisk pace, as seen in yesterday’s retail sales report. S&P 500 chart (Bloomberg) Sales rose 0.5% last month for a third consecutive gain with nine out of the 13 categories in the report realizing sales increases. Spending at gasoline stations and grocery stores led the increase, but that was largely due to the surge in prices. Retail sales are not adjusted for inflation. Control-group sales, which exclude gas, food services, automobiles, and building materials, rose a better-than-expected 0.5%. That is the number used to calculate GDP. Retail sales chart (Bloomberg) In aggregate, this was a good number that indicates consumers are in better shape than surveys reflect with year-over-year sales rising a strong 4.9%. The concerns are that less affluent consumers are being temporarily propped up by one-time tax refunds, while upper-i...
Flywire Corporation ( FLYW ) said on Friday that it will enter into an accelerated share repurchase ( ASR ) program of up to $50M as part of its existing $300M share repurchase program. Flywire has entered into a privately negotiated definitive agreement with a pre-IPO shareholder to purchase all the company’s outstanding non-voting common stock (~1.87M shares) for an aggregate sum of ~$29M. The c...
Flywire Corporation ( FLYW ) said on Friday that it will enter into an accelerated share repurchase ( ASR ) program of up to $50M as part of its existing $300M share repurchase program. Flywire has entered into a privately negotiated definitive agreement with a pre-IPO shareholder to purchase all the company’s outstanding non-voting common stock (~1.87M shares) for an aggregate sum of ~$29M. The company is acquiring only the investor’s shares of non-voting common stock. FLYW -5.20% to $15.50 premarket. Source: Press Release More on Flywire Flywire Corporation (FLYW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Flywire outlines 18%-24% FX-neutral revenue growth and launches up to $50M accelerated share repurchase Flywire GAAP EPS of $0.10 beats by $0.06, revenue of $188.11M beats by $17.52M
Whitecap resources ( WCP:CA ) declares CAD 0.0608/share monthly dividend , in line with previous. Payable June 15; for shareholders of record May 31; ex-div May 31. See WCP:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Whitecap resources Whitecap Resources Inc. (WCP:CA) Shareholder/Analyst Call Transcript Whitecap Resources: An Impressive Q1 2026 And A Relatively Appealing Valuati...
Whitecap resources ( WCP:CA ) declares CAD 0.0608/share monthly dividend , in line with previous. Payable June 15; for shareholders of record May 31; ex-div May 31. See WCP:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Whitecap resources Whitecap Resources Inc. (WCP:CA) Shareholder/Analyst Call Transcript Whitecap Resources: An Impressive Q1 2026 And A Relatively Appealing Valuation Whitecap Resources: Another Cash Flow Bonus Historical earnings data for Whitecap resources Dividend scorecard for Whitecap resources
Silexion Therapeutics ( SLXN ) announced on Friday that it has signed an agreement for the immediate exercise of around 2M outstanding warrants at a reduced price of $0.50 per share. The deal is expected to raise around $1M in gross proceeds before fees and expenses for the company. As part of the deal, Silexion Therapeutics will issue new Series C warrants for about 2.05M shares and Series D warr...
Silexion Therapeutics ( SLXN ) announced on Friday that it has signed an agreement for the immediate exercise of around 2M outstanding warrants at a reduced price of $0.50 per share. The deal is expected to raise around $1M in gross proceeds before fees and expenses for the company. As part of the deal, Silexion Therapeutics will issue new Series C warrants for about 2.05M shares and Series D warrants for about 1.95M shares, both priced at $0.50 per share. The new warrants will become exercisable after shareholder approval. Series C warrants will expire after 5 years, while Series D warrants will expire after 24 months. The deal is expected to close around May 18, 2026, subject to customary conditions. The net proceeds will mainly be used for working capital and other general corporate purposes. Source: Press Release More on Silexion Therapeutics Seeking Alpha’s Quant Rating on Silexion Therapeutics Historical earnings data for Silexion Therapeutics Financial information for Silexion Therapeutics
4kodiak/iStock Unreleased via Getty Images Amazon ( AMZN ) closed at $267.22 on Thursday, keeping the stock above the breakout zone that has defined its weekly chart since clearing a multi-month ascending triangle earlier this year. The setup reinforces Goldman Sachs’ continued bullish stance following Amazon’s first-quarter earnings report, Andy Jassy’s shareholder letter, and improving signals a...
4kodiak/iStock Unreleased via Getty Images Amazon ( AMZN ) closed at $267.22 on Thursday, keeping the stock above the breakout zone that has defined its weekly chart since clearing a multi-month ascending triangle earlier this year. The setup reinforces Goldman Sachs’ continued bullish stance following Amazon’s first-quarter earnings report, Andy Jassy’s shareholder letter, and improving signals across AWS, consumer, and advertising businesses. The stock has now spent several weeks holding above former resistance near the $252 area, which has become a key support zone for traders. As long as shares remain above that level, the broader weekly breakout structure remains intact. A sustained move back below $252 would weaken the bullish setup and place the prior consolidation range back into focus. The relative strength index also points to firm momentum, though the stock is no longer in the early stages of its breakout move. Here is the weekly chart: Seeking Alpha More on Amazon Amazon: Most Attractive Of The Hyperscalers Amazon: AWS Remains The Growth Driver, Expecting More Record Highs Wall Street Lunch: Does AT&T's History Help Ease AI Capex Fears? Goldman Sachs still has high conviction on Amazon Trump discloses $220M in trades tied to U.S. companies in Q1
4kodiak/iStock Unreleased via Getty Images Amazon ( AMZN ) closed at $267.22 on Thursday, keeping the stock above the breakout zone that has defined its weekly chart since clearing a multi-month ascending triangle earlier this year. The setup reinforces Goldman Sachs’ continued bullish stance following Amazon’s first-quarter earnings report, Andy Jassy’s shareholder letter, and improving signals a...
4kodiak/iStock Unreleased via Getty Images Amazon ( AMZN ) closed at $267.22 on Thursday, keeping the stock above the breakout zone that has defined its weekly chart since clearing a multi-month ascending triangle earlier this year. The setup reinforces Goldman Sachs’ continued bullish stance following Amazon’s first-quarter earnings report, Andy Jassy’s shareholder letter, and improving signals across AWS, consumer, and advertising businesses. The stock has now spent several weeks holding above former resistance near the $252 area, which has become a key support zone for traders. As long as shares remain above that level, the broader weekly breakout structure remains intact. A sustained move back below $252 would weaken the bullish setup and place the prior consolidation range back into focus. The relative strength index also points to firm momentum, though the stock is no longer in the early stages of its breakout move. Here is the weekly chart: Seeking Alpha More on Amazon Amazon: Most Attractive Of The Hyperscalers Amazon: AWS Remains The Growth Driver, Expecting More Record Highs Wall Street Lunch: Does AT&T's History Help Ease AI Capex Fears? Goldman Sachs still has high conviction on Amazon Trump discloses $220M in trades tied to U.S. companies in Q1
Odd Lots' show in London covered everything from pubs to farming 🐮 Next stop on Tracy Alloway and Joe Weisenthal's live tour is New York City on May 28. Get your tickets here: Bloomberg.com/oddlots (Source: Bloomberg)
Odd Lots' show in London covered everything from pubs to farming 🐮 Next stop on Tracy Alloway and Joe Weisenthal's live tour is New York City on May 28. Get your tickets here: Bloomberg.com/oddlots (Source: Bloomberg)