Iran's Revolutionary Guard says safe passage through the Strait of Hormuz will be provided after President Trump said he was pausing a U.S. military-guided effort to let merchant vessels through. (Image credit: Amirhosein Khorgooi)
Iran's Revolutionary Guard says safe passage through the Strait of Hormuz will be provided after President Trump said he was pausing a U.S. military-guided effort to let merchant vessels through. (Image credit: Amirhosein Khorgooi)
Microsoft (NASDAQ:MSFT) trades at $411.38, a level worth a closer look. The slide from $552.51 to $410 looks like a discount. The stock has fallen 14.74% year-to-date even as the AI business grew at triple-digit revenue rates, a disconnect worth examining. Microsoft sits at the intersection of two enterprise budgets. Productivity software and cloud compute ... Buy, Sell or Hold Microsoft at $410?
Microsoft (NASDAQ:MSFT) trades at $411.38, a level worth a closer look. The slide from $552.51 to $410 looks like a discount. The stock has fallen 14.74% year-to-date even as the AI business grew at triple-digit revenue rates, a disconnect worth examining. Microsoft sits at the intersection of two enterprise budgets. Productivity software and cloud compute ... Buy, Sell or Hold Microsoft at $410?
Doubling up on stocks when their prices drop sounds exciting. After all, it has the feel of gambling and the potential of winning big. But you should resist the urge to invest heavily merely because a company's share price has fallen. Remember, gamblers don't make money in the long run. But astute long-term investors can make outsize profits. So, how do you ensure you're not wasting your money? On...
Doubling up on stocks when their prices drop sounds exciting. After all, it has the feel of gambling and the potential of winning big. But you should resist the urge to invest heavily merely because a company's share price has fallen. Remember, gamblers don't make money in the long run. But astute long-term investors can make outsize profits. So, how do you ensure you're not wasting your money? One way is to look at dividend-paying companies whose stocks have dropped due to broad economic concerns, but whose underlying businesses remain sound. Continue reading
tzahiV/iStock via Getty Images Stanley Black & Decker ( SWK ) is closing its final tape-measure factory in New Britain, Connecticut, marking another step in its long-running strategy to move production to lower-cost regions and align manufacturing with shifting product demand, The Wall Street Journal reported. The plant, which employs about 300 workers, will cease operations in May as the company ...
tzahiV/iStock via Getty Images Stanley Black & Decker ( SWK ) is closing its final tape-measure factory in New Britain, Connecticut, marking another step in its long-running strategy to move production to lower-cost regions and align manufacturing with shifting product demand, The Wall Street Journal reported. The plant, which employs about 300 workers, will cease operations in May as the company consolidates output in facilities such as Thailand, where it has invested in newer production capabilities. The company said demand has increasingly shifted toward tape measures with double-sided markings, a feature its overseas plants are equipped to produce more efficiently. Rather than upgrade the aging Connecticut facility, Stanley opted to concentrate investment abroad, citing cost discipline and changing market preferences. The closure underscores Stanley Black & Decker’s ( SWK ) broader effort to streamline operations, protect margins and reduce excess capacity following pandemic-era inventory buildups. By prioritizing lower-cost manufacturing hubs and limiting capital expenditures in higher-cost regions, the company aims to improve profitability and remain competitive against rivals that have already globalized production. The move also highlights ongoing execution risk, as past attempts to reshore or automate U.S. production have faced setbacks, complicating the balance between cost savings and supply chain resilience. Stanley has been shifting manufacturing overseas for decades, taking advantage of significantly lower labor costs while scaling production in Asia, the Journal reported. The Thailand facility, where wages are a fraction of U.S. levels, has become a key hub for tape-measure output and has received investment in newer features like double-sided printing. While the company attributes the closure in part to evolving product preferences, some workers and industry observers question whether demand changes alone justify the decision, pointing instead to cos...
RiverNorthPhotography/iStock Unreleased via Getty Images Introduction Tyson Foods' ( TSN ) latest quarter showed that pricing and demand has helped as their core segments experience modest growth year-over-year. As a result, they managed to post a double-beat on their top and bottom lines amid headwinds in their Beef segment. This led to a post-earnings rally. And while it's clear their turnaround...
RiverNorthPhotography/iStock Unreleased via Getty Images Introduction Tyson Foods' ( TSN ) latest quarter showed that pricing and demand has helped as their core segments experience modest growth year-over-year. As a result, they managed to post a double-beat on their top and bottom lines amid headwinds in their Beef segment. This led to a post-earnings rally. And while it's clear their turnaround is in full swing, I remain cautious in their ability to sustain their momentum as the stock is up 21% in the past year. Because of increasing macro uncertainty and growth likely priced in here with a forward P/E near their 5-year average of 17.47x, I see potential underwhelming returns going forward due to limited upside. In this article, I discuss Tyson's latest earnings, fundamentals, and why I'm maintaining the stock at a hold for now. Previous Thesis Back in March, I covered Tyson Foods, assigning the stock a hold rating despite a solid quarter. Although I believed growing protein demand was a potential catalyst, their growth looked priced in after a strong post-earnings rally. They offered some upside to their price target of $68.36 but I suggested investors wait for more economic clarity in the next 3 - 6 months. Even so, their 2028 price target of $89.40, well-covered dividend, and improving balance sheet were incentives for long-term dividend investors. Since, the stock has again rallied after their latest quarter, up close to 5% compared to the S&P ( SP500 ), up over 13%. Seeking Alpha Turnaround In Full Swing Tyson reported their Q2 earnings and capitalized on the momentum they saw in Q1. They posted a double-beat with EPS beating estimates by $0.07 and revenue beating by $40 million. EPS amounted to $0.87, compared to $0.92 last year, while revenue amounted to $13.65 billion vs. $13.07 billion. While the drop in EPS shows that headwinds linger, their performance in their segments indicate their turnaround and growth strategy are underway. Through the first half,...
imaginima/E+ via Getty Images Occidental Petroleum ( OXY ) reported their Q1 earnings on Tuesday and they were a mixed bag as their revenue missed while their EPS came in at $1.06 which was $0.47 ahead of the consensus estimates. OXY's production beat the high end of guidance and realized oil prices climbed 18% QoQ. OXY's free cash flow (FCF)) before working capital came in at $1.75 billion on a q...
imaginima/E+ via Getty Images Occidental Petroleum ( OXY ) reported their Q1 earnings on Tuesday and they were a mixed bag as their revenue missed while their EPS came in at $1.06 which was $0.47 ahead of the consensus estimates. OXY's production beat the high end of guidance and realized oil prices climbed 18% QoQ. OXY's free cash flow (FCF)) before working capital came in at $1.75 billion on a quarter where WTI averaged $71.93. On a normal tape OXY would be higher but shares are selling off in the post market despite oil being significantly higher for the first month in Q2. OXY is a quality business but the question is whether $60 is a good entry for new capital or whether the easy money trade is behind us. After I go through the numbers I think that even though the Middle East situation has handed the entire oil sector a tailwind from commodity pricing that OXY will have a tough time breaking out to new 5-year highs. While I want to add OXY to my portfolio I am waiting for the next leg down because I think the easy money has been made in this investment. Even though Berkshire Hathaway ( BRK.B ) owns roughly 26.89% that isn't a reason to ignore that OXY's chart and the fact that commodity pricing could be significantly lower by the summer which could impact their ability to maintain their current level of profitability in the future. Seeking Alpha I think we need to strip out the noise with the Q1 print The headline diluted EPS of $3.13 is mostly a distraction because the bulk of that number is the gain on the OxyChem sale running through discontinued operations. The number that matters to me is the adjusted EPS from continuing operations of $1.06 which was up $0.19 YoY. When I look at the operational performance OXY's total production averaged 1,426 Mboed which beat the high end of guidance and was led by their Permian volumes of 787 Mboed. The Rockies contributed 281 Mboed and the Gulf of America put up 138 Mboed. The International segment came in at 220 Mboed w...
Crude oil tanker freight futures rarely produce the year’s biggest gain. Yet Breakwave Tanker Shipping ETF (NYSE:BWET) closed at around $172, after a 1,331% one-year run driven almost entirely by one event: the closure of the Strait of Hormuz in February 2026. That single dependency is the entire risk story. What BWET Actually Owns BWET ... BWET’s 1,331% Surge Rests on a Single Geopolitical Event ...
Crude oil tanker freight futures rarely produce the year’s biggest gain. Yet Breakwave Tanker Shipping ETF (NYSE:BWET) closed at around $172, after a 1,331% one-year run driven almost entirely by one event: the closure of the Strait of Hormuz in February 2026. That single dependency is the entire risk story. What BWET Actually Owns BWET ... BWET’s 1,331% Surge Rests on a Single Geopolitical Event That Could Reverse Overnight
The release of DeepSeek’s latest large language model, V4, has been followed by a wave of adoption among domestic semiconductor manufacturers and artificial intelligence chipmakers, with firms racing to support the model on local hardware platforms. The shift comes amid rising geopolitical tensions over advanced semiconductors. Here are some of the key players enabling the model’s deployment on do...
The release of DeepSeek’s latest large language model, V4, has been followed by a wave of adoption among domestic semiconductor manufacturers and artificial intelligence chipmakers, with firms racing to support the model on local hardware platforms. The shift comes amid rising geopolitical tensions over advanced semiconductors. Here are some of the key players enabling the model’s deployment on domestic hardware. Huawei Huawei Technologies was among the first to act, with the V4 fully adapted to...
The inhalable treatment delivers drugs directly to the brain through nasal pathways Researchers at the University of Hong Kong have developed a pioneering nasal spray that delivers neuroprotective drugs directly to the brain to treat ischemic strokes before patients reach a hospital. The nano dry-powder spray, created in collaboration with the Advanced Biomedical Instrumentation Centre (ABIC), byp...
The inhalable treatment delivers drugs directly to the brain through nasal pathways Researchers at the University of Hong Kong have developed a pioneering nasal spray that delivers neuroprotective drugs directly to the brain to treat ischemic strokes before patients reach a hospital. The nano dry-powder spray, created in collaboration with the Advanced Biomedical Instrumentation Centre (ABIC), bypasses the blood-brain barrier to rapidly minimize brain tissue death and subsequent neurological damage.
Suphanat Khumsap Rising optimism surrounding a potential diplomatic breakthrough between the United States and Iran placed renewed focus on the Strait of Hormuz early Wednesday, as traders monitored signs of easing geopolitical tensions in the Middle East. Reports indicate Washington and Tehran are nearing a one-page memorandum of understanding aimed at de-escalating the conflict between the two n...
Suphanat Khumsap Rising optimism surrounding a potential diplomatic breakthrough between the United States and Iran placed renewed focus on the Strait of Hormuz early Wednesday, as traders monitored signs of easing geopolitical tensions in the Middle East. Reports indicate Washington and Tehran are nearing a one-page memorandum of understanding aimed at de-escalating the conflict between the two nations. The development sparked a shift in market expectations regarding global shipping activity through the strategically critical waterway, which handles a significant share of the world’s oil flows. On prediction platform Kalshi, traders increased the probability that traffic through the Strait of Hormuz will normalize before July 1. Current market pricing now reflects roughly even odds that shipping conditions will return to normal levels within the coming months, signaling improving investor confidence. Outlined below are what traders on Kalshi are projecting as it pertains to when the strait will return to normal: Before May 15, 2026 — 6.9% chance. Before June 1, 2026 — 22% chance. Before July 1, 2026 — 51% chance. Before August 1, 2026 — 61% chance. Before September 1, 2026 — 68% chance. Before October 1, 2026 — 71% chance. Before January 1, 2027 — 80% chance. Before April 1, 2027 — 83% chance. Before July 1, 2027 — 91% chance. S&P 500 ETFs: ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( FXAIX ), ( VFIAX ), ( VFFSX ), and ( SWPPX ). Oil ETFs: ( USO ), ( UCO ), ( DBO ), ( OILK ), and ( USL ). Natural Gas ETFs: ( UNG ), ( BOIL ), and ( UNL ). Energy ETFs: ( XLE ), ( VDE ), ( XOP ), ( OIH ), ( AMLP ), and ( IXC ). More on markets Samsung joins the $1 trillion club as Apple chip talks spark rally Chip stocks post best 25-day stretch since 2000, and these 10 names are standing out ETF inflows surge: U.S. funds pull in $174B in April as equity demand accelerates Elon Musk vs. OpenAI case: Prediction markets turn bearish on Musk S&P 500...
PM Images/DigitalVision via Getty Images The trade war may be backfiring Next week marks an interesting data point and headline for the market ( SPY )( QQQ )( DIA )( VOO )( IVV ), as the first refunds of the Trump tariffs start to wire to recipients. It's already been reported that the CAPE, U.S. Customs and Border Patrol [CBP] tariff refund portal is e xperiencing problems due to a high volume of...
PM Images/DigitalVision via Getty Images The trade war may be backfiring Next week marks an interesting data point and headline for the market ( SPY )( QQQ )( DIA )( VOO )( IVV ), as the first refunds of the Trump tariffs start to wire to recipients. It's already been reported that the CAPE, U.S. Customs and Border Patrol [CBP] tariff refund portal is e xperiencing problems due to a high volume of new sign-ups: Rick Woldenberg, CEO of educational toy maker Learning Resources, told CBS News he received an error message when the company tried to file a claim for a tariff refund using the new Consolidated Administration and Processing of Entries, or CAPE, platform. "The system is currently experiencing high volume, please try again later," the message stated. Many small businesses and large ones were affected by the tariffs, but all will eat up the same bandwidth. The many small businesses that rely on imports to make their business run are going to be eager to get some payback that may just help keep them solvent. Refunds First refunds of Trump tariffs to start as early as May 12, customs agency says: The estimated start date for Automated Clearing House payments was disclosed in a message to shippers announcing the availability of status reports that allow claimants to monitor the processing status of their refunds. In a Court of International Trade order last week, the agency was expected to start refunds around May 11. No reason was given for the date change. Up to $166 billion of CBP collections from Trump's tariffs imposed under the International Emergency Economic Powers Act are subject to CBP refunds. The Supreme Court ruled that Trump overstepped his authority in using the 1977 sanctions law to impose tariffs. Some other figures believe up to $175 billion could be due in refunds. I'll use a rough average of $170 billion throughout the article [mid point between the two numbers]. Trump Tries to Entice the Mega Companies While Trump mentioned that...
HOBOKEN, N.J., May 06, 2026--Wiley (NYSE: WLY), a global leader in authoritative content and research intelligence, today announced the appointment of Jessica Kowalski as Executive Vice President and General Manager, Research, effective May 11, 2026. She succeeds Jay Flynn, who shaped Wiley’s Research business during his tenure and is leaving the company. Kowalski joins Wiley from Microsoft, bring...
HOBOKEN, N.J., May 06, 2026--Wiley (NYSE: WLY), a global leader in authoritative content and research intelligence, today announced the appointment of Jessica Kowalski as Executive Vice President and General Manager, Research, effective May 11, 2026. She succeeds Jay Flynn, who shaped Wiley’s Research business during his tenure and is leaving the company. Kowalski joins Wiley from Microsoft, bringing more than two decades of experience leading knowledge, data, research publishing, and AI-enabled
RICHMOND, Va., May 06, 2026--Medalist Diversified, Inc. (NASDAQ: MDRR) ("Medalist" or the "Company") today announced its Delaware Statutory Trust ("DST") sponsor platform, operated through its wholly-owned subsidiary, MDRR Sponsor TRS, LLC (the "Sponsor"). Medalist, through the Sponsor, provides a publicly-traded platform to accredited 1031 exchange investors and their advisors, featuring SEC-repo...
RICHMOND, Va., May 06, 2026--Medalist Diversified, Inc. (NASDAQ: MDRR) ("Medalist" or the "Company") today announced its Delaware Statutory Trust ("DST") sponsor platform, operated through its wholly-owned subsidiary, MDRR Sponsor TRS, LLC (the "Sponsor"). Medalist, through the Sponsor, provides a publicly-traded platform to accredited 1031 exchange investors and their advisors, featuring SEC-reporting transparency, independent board governance and third-party due diligence on every offering.
BEIJING, May 06, 2026 (GLOBE NEWSWIRE) -- Global Mofy AI Limited (the “Company” or “Global Mofy”) (Nasdaq: GMM), a generative AI-driven technology solutions provider engaged in virtual content production and the development of 3D digital assets, today announced that its U.S. subsidiary, Eaglepoint AI Inc. (“Eaglepoint AI”), has been officially selected for the NVIDIA Inception Program. This select...
BEIJING, May 06, 2026 (GLOBE NEWSWIRE) -- Global Mofy AI Limited (the “Company” or “Global Mofy”) (Nasdaq: GMM), a generative AI-driven technology solutions provider engaged in virtual content production and the development of 3D digital assets, today announced that its U.S. subsidiary, Eaglepoint AI Inc. (“Eaglepoint AI”), has been officially selected for the NVIDIA Inception Program. This selection marks further recognition from the international industry ecosystem of Eaglepoint AI’s capabilit
Company Sees Record-Breaking Audience Growth in Key Platforms BOCA RATON, FL / ACCESS Newswire / May 6, 2026 /Newsmax Inc. (NYSE:NMAX) ("Newsmax" or the "Company") today announced a major milestone in its digital expansion, surpassing 25 million followers ...
Company Sees Record-Breaking Audience Growth in Key Platforms BOCA RATON, FL / ACCESS Newswire / May 6, 2026 /Newsmax Inc. (NYSE:NMAX) ("Newsmax" or the "Company") today announced a major milestone in its digital expansion, surpassing 25 million followers ...
Corning Shares Erupt On Nvidia Deal To Supercharge Fiber Optics Output By 10x U.S.-based glass company Corning soared in premarket trading in New York after announcing a new mega deal with Nvidia to expand manufacturing capacity for fiber optic production used in AI data centers. " Corning will increase its U.S.-based optical connectivity manufacturing capacity by 10x and expand its U.S. fiber pro...
Corning Shares Erupt On Nvidia Deal To Supercharge Fiber Optics Output By 10x U.S.-based glass company Corning soared in premarket trading in New York after announcing a new mega deal with Nvidia to expand manufacturing capacity for fiber optic production used in AI data centers. " Corning will increase its U.S.-based optical connectivity manufacturing capacity by 10x and expand its U.S. fiber production capacity by more than 50% to meet the accelerating demand driven by AI factory buildouts ," Nvidia wrote in a press release. The expansion includes three new manufacturing plants in North Carolina and Texas and is expected to create more than 3,000 high-paying U.S. jobs. In a filing, Corning disclosed that Nvidia is making a $500 million equity-linked investment. Under the deal, Corning issued Nvidia two warrants: Traditional warrant: Nvidia can buy up to 15 million Corning shares at $180 per share. Pre-funded warrant: Nvidia can buy up to 3 million Corning shares at a nominal exercise price of $0.0001 per share. Both warrants are exercisable immediately and expire within three years, unless earlier triggered by the termination of the partnership agreement or a major M&A transaction. Nvidia noted, "Corning's expanded capacity will supply the optical connectivity hyperscale data centers use to deploy NVIDIA-accelerated computing at scale." In premarket trading, Nvidia shares are up 2.4%, while Corning shares are ripping higher, up 20%. The Corning-Nvidia deal to expand fiber-optic production to supply data centers comes as hyperscalers are set to spend $700 billion this year alone on data center buildouts. UBS trader Robert Ruple told clients last week that "there was a mixed bag of hyperscaler prints that leaned generally constructive and nothing he would call out that really shifts the narrative. Most critical was that Microsoft, Alphabet, and META all lifted capex forecasts, which should be enough to keep the AI thesis in play." Read the full note here. However, w...