Getty Images The AI-trade is not letting up, and the semis and chip names continue to reap the benefits of the ongoing sentiment. Marvell Technology, Inc. ( MRVL ) is yet another name that is sitting at its highs following a furious rally over the past month. With results on deck for later this month, I’ll be tuning in to assess whether the performance and outlook ahead support what some would say...
Getty Images The AI-trade is not letting up, and the semis and chip names continue to reap the benefits of the ongoing sentiment. Marvell Technology, Inc. ( MRVL ) is yet another name that is sitting at its highs following a furious rally over the past month. With results on deck for later this month, I’ll be tuning in to assess whether the performance and outlook ahead support what some would say is the mania in the stock performance. Over the last month, for example, shares have gained over 30%, bringing MRVL’s YTD gains to about 115%. Seeking Alpha - 1-MTH Share Price Performance Of MRVL Stock This mirrors the performance elsewhere in the sector . In fairness, soaring profits and real demand tailwinds do perhaps justify the bullish sentiment. Seeking Alpha - 1-MTH Share Price Performance Of MRVL Compared To Peers Among the analyst communities , most would say that further gains are ahead, with both the Seeking Alpha (“SA”) and Wall Street analyst communities rating shares as a "Buy" or, in the case of the latter group, a "Strong Buy." Seeking Alpha - Ratings Summary Of MRVL Stock It’s worth a mention, however, that current consensus sees shares fairly valued at around the $140/share mark, which would imply about 25% downside from current trading levels. I believe Q1 results will be the ultimate judge of that. Seeking Alpha - Average Price Target Of MRVL Stock From my perspective, given the strong performance seen elsewhere in the sector, I believe there is cause for maintaining a bullish posture ahead of the release. Though, with shares trading at their highs at a forward of about 50x, I believe a Hold position is the safest bet for a stock that has little margin of error from a performance standpoint. What Is The Outlook For MRVL Stock? In my view, the outlook for MRVL is very positive. For one, MRVL exited FY ‘26 with record results and is guiding to another step-function higher in FY ‘27, with Q1 revenue expected to climb 8% sequentially to roughly +$2.4B. Fur...
Palantir Technologies (NASDAQ:PLTR) has been one of the most polarizing names in the AI trade, and that tension is showing up clearly in the price action. After a euphoric run, the stock has cooled hard in 2026, and our proprietary model now sees a measured recovery rather than a moonshot. Our 24/7 Wall St. Price ... This Will Be Palantir Technologies Stock Price in 2030
Palantir Technologies (NASDAQ:PLTR) has been one of the most polarizing names in the AI trade, and that tension is showing up clearly in the price action. After a euphoric run, the stock has cooled hard in 2026, and our proprietary model now sees a measured recovery rather than a moonshot. Our 24/7 Wall St. Price ... This Will Be Palantir Technologies Stock Price in 2030
The MP for Ealing North has not run a major department before, but has a reputation as one of the few politicians ‘nobody hates’ UK politics live – latest updates The softly spoken former Treasury minister who has replaced Wes Streeting has spent most of his parliamentary career toeing the party line, staying out of the headlines and quietly burnishing his credentials as a reliable cabinet colleag...
The MP for Ealing North has not run a major department before, but has a reputation as one of the few politicians ‘nobody hates’ UK politics live – latest updates The softly spoken former Treasury minister who has replaced Wes Streeting has spent most of his parliamentary career toeing the party line, staying out of the headlines and quietly burnishing his credentials as a reliable cabinet colleague. At the age of 42, James Murray, the Labour and Co-operative MP for Ealing North, now has one of the biggest jobs in government. The new health secretary is one of the least divisive figures in government, and arguably one of the least publicly tested. Continue reading...
This Will Be Palantir Technologies Stock Price in 2030 Yahoo Finance Prediction: This Could Be Palantir's Stock Price By the End of 2027 The Motley Fool This Tech Stock Has Outperformed the Nasdaq 3 Years Running, but Is Down 25% in 2026. Is Now the Time to Buy? The Motley Fool
This Will Be Palantir Technologies Stock Price in 2030 Yahoo Finance Prediction: This Could Be Palantir's Stock Price By the End of 2027 The Motley Fool This Tech Stock Has Outperformed the Nasdaq 3 Years Running, but Is Down 25% in 2026. Is Now the Time to Buy? The Motley Fool
Citi just trimmed its price target on Lucid Group (NASDAQ:LCID) to $14 from $17, while keeping a Buy rating. Analyst Michael Ward cited the company’s Q1 2026 miss and the withdrawal of its 2026 outlook, but argued the medium-term thesis remains intact. For long-term investors, the price target cut reads as a sobering near-term recalibration ... Citi Cuts Lucid Price Target to $14: Q1 Miss, Pulled ...
Citi just trimmed its price target on Lucid Group (NASDAQ:LCID) to $14 from $17, while keeping a Buy rating. Analyst Michael Ward cited the company’s Q1 2026 miss and the withdrawal of its 2026 outlook, but argued the medium-term thesis remains intact. For long-term investors, the price target cut reads as a sobering near-term recalibration ... Citi Cuts Lucid Price Target to $14: Q1 Miss, Pulled Guidance Test the Saudi-Backed EV Maker
Alibaba's fiscal Q4 profit collapse highlights soaring AI and commerce spending, with margins under pressure and no clear timeline for recovery into 2026.
Alibaba's fiscal Q4 profit collapse highlights soaring AI and commerce spending, with margins under pressure and no clear timeline for recovery into 2026.
Hong Kong health authorities have ordered hospitals to stop using a batch of blood pressure monitoring sets after an improperly sealed device was linked to the death of an elderly man undergoing a heart operation. The Department of Health also said on Friday that it had ordered the local supplier to halt sales of the affected batch and it was investigating the incident at Tuen Mun Hospital. The Ho...
Hong Kong health authorities have ordered hospitals to stop using a batch of blood pressure monitoring sets after an improperly sealed device was linked to the death of an elderly man undergoing a heart operation. The Department of Health also said on Friday that it had ordered the local supplier to halt sales of the affected batch and it was investigating the incident at Tuen Mun Hospital. The Hospital Authority noted on Thursday the 75-year-old man had a history of chronic obstructive...
After US government policies wrecked the country's electric vehicle market, automakers have been scrambling to adapt. The loss of federal clean vehicle tax incentives and funding for charging infrastructure, combined with capricious tariffs, has resulted in a 28 percent drop in EV sales for the first three months of the year . That's a far cry from just a few years ago, when optimism abounded and ...
After US government policies wrecked the country's electric vehicle market, automakers have been scrambling to adapt. The loss of federal clean vehicle tax incentives and funding for charging infrastructure, combined with capricious tariffs, has resulted in a 28 percent drop in EV sales for the first three months of the year . That's a far cry from just a few years ago, when optimism abounded and a strong commitment to an EV-heavy portfolio translated into a higher share price. As those commitments are abandoned, there's a financial price to pay, including more than $9 billion of write-downs for Honda, which made its first operating loss in the company's history. Honda's first move was to cancel a trio of EVs it planned to build in Ohio, along with another pair of EVs planned as part of a joint venture with Sony. Yesterday, in Tokyo, Honda CEO Toshihiro Mibe held a press conference to announce the automaker's plan to rebuild its business in the wake of these changes. Read full article Comments
Ulrike Hoffman-Burchardi, global equities CIO at UBS Global Wealth Management, says that after a decade of mega cap dominance reinforced by passive investing, it's now time for active investing. She speaks on "Bloomberg Surveillance." (Source: Bloomberg)
Ulrike Hoffman-Burchardi, global equities CIO at UBS Global Wealth Management, says that after a decade of mega cap dominance reinforced by passive investing, it's now time for active investing. She speaks on "Bloomberg Surveillance." (Source: Bloomberg)
Barclays raised its price target on Charles Schwab (NYSE:SCHW) to $127 from $117, keeping an Overweight rating after the brokerage giant’s fiscal 2026 revenue and expense guidance came in ahead of consensus. The price target raise reflects continued bullish positioning on a name where the bull thesis hinges on earnings power exceeding Street models. For ... Barclays Hikes Charles Schwab Price Targ...
Barclays raised its price target on Charles Schwab (NYSE:SCHW) to $127 from $117, keeping an Overweight rating after the brokerage giant’s fiscal 2026 revenue and expense guidance came in ahead of consensus. The price target raise reflects continued bullish positioning on a name where the bull thesis hinges on earnings power exceeding Street models. For ... Barclays Hikes Charles Schwab Price Target to $127: 2026 Guidance Crushes Street Expectations
typhoonski/iStock Editorial via Getty Images Proxy advisory firms Institutional Shareholder Services and Glass Lewis recommended Friday that Secure Waste Infrastructure ( SECYF ) investors approve the company's proposed C$6.4B acquisition by GFL Environmental ( GFL ), in a setback to Abrams Capital Management, the activist investor fighting the deal. ISS said there is "insufficient evidence to con...
typhoonski/iStock Editorial via Getty Images Proxy advisory firms Institutional Shareholder Services and Glass Lewis recommended Friday that Secure Waste Infrastructure ( SECYF ) investors approve the company's proposed C$6.4B acquisition by GFL Environmental ( GFL ), in a setback to Abrams Capital Management, the activist investor fighting the deal. ISS said there is "insufficient evidence to conclude the valuation is not credible," despite the absence of a formal auction process, and Glass Lewis said the deal price appears close to Secure Waste's ( SECYF ) "fully marketed control value." Abrams, which says it owns ~10% of Secure Waste ( SECYF ), has said the company has more long-term potential as a standalone business and has been urging shareholders to reject it ahead of a May 27 special meeting. The recommendations reinforced the board's view that the merger delivers "compelling immediate value" while allowing shareholders to own a piece of a larger and more diversified company, Secure Waste ( SECYF ) Chair Mick Dilger said. More on GFL Environmental and Secure Energy Infrastructure GFL Environmental: Valuation Has Turned Cheap While Fundamentals Remain Strong Secure Waste Infrastructure: Our Thinking About The Proposed GFL Acquisition GFL Environmental Q1 2026 Earnings Call Transcript
Vecima Networks press release ( VCM:CA ): Q3 Non-GAAP EPS of $0.06. Revenue of $64.8M (+1.3% Y/Y). More on Vecima Networks Vecima Networks Inc. (VCM:CA) Q3 2026 Earnings Call Transcript Historical earnings data for Vecima Networks Dividend scorecard for Vecima Networks Financial information for Vecima Networks
Vecima Networks press release ( VCM:CA ): Q3 Non-GAAP EPS of $0.06. Revenue of $64.8M (+1.3% Y/Y). More on Vecima Networks Vecima Networks Inc. (VCM:CA) Q3 2026 Earnings Call Transcript Historical earnings data for Vecima Networks Dividend scorecard for Vecima Networks Financial information for Vecima Networks
Getty Images nLight ( LASR ) is a high-power laser technology company that designs and manufactures semiconductor and fiber lasers used in aerospace & defense, industrial manufacturing, and semiconductor/microfabrication. The bulk of their revenue comes from selling these laser systems and subsystems to large defense contractors like Lockheed Martin, Northrop Grumman, Raytheon, and the U.S. govern...
Getty Images nLight ( LASR ) is a high-power laser technology company that designs and manufactures semiconductor and fiber lasers used in aerospace & defense, industrial manufacturing, and semiconductor/microfabrication. The bulk of their revenue comes from selling these laser systems and subsystems to large defense contractors like Lockheed Martin, Northrop Grumman, Raytheon, and the U.S. government. LASR products are involved in directed-energy weapons, missile/drone defense, and precision sensing systems. All these items are seeing strong industry demand, and LASR is looking to capitalize on higher margin military applications. Seeking Alpha The stock has returned over 500% in the last year and just reported a strong Q1 report to begin 2026. LASR is at an interesting intersection of the defense and semiconductor industries, both of which seem like the place to be right now. I have LASR as a buy. The company is in the mix of heavy demand forecast for years and is seeing massive spikes in revenue, and margins. They have managed a path of increasing sales while bringing down operating expenses and also have a new line of high-energy lasers on the horizon. Sales and Earnings on the Rise LASR LASR reported adjusted EPS for Q1 at $0.20, beating expectations by $0.12, resulting in their best quarterly earnings they’ve had. Revenue was $80.2 million, 55% higher YoY and just a shade lower than prior quarter. Aerospace & Defense product revenue was $33.1 million, nearly double last year. This is their largest growth segment for several reasons, one of which management notes comes from solid execution in Directed Energy. U.S. defense initiatives have been climbing and LASR is hitting the surge in stride. It’s estimated about one-third of their sales are directly to the U.S. government, with the remaining sales coming from the main contractors the government uses anyways. Most of their sales come from long-term contracts, providing stability and consistent cash flow. Instea...