Getty Images Introduction Sandisk ( SNDK ) has been the biggest winner this year as it rallied over 356% YTD based on the thesis that NAND has de-cyclicalized through the $42B in long-term hyperscaler contracts and that the current gross margins represent a structural reset. I want to address whether this performance represents a permanent elevation of the business model or the most extreme cyclical peak in the history of the industry. Current Dynamics I’ll dive into how Sandisk has become what it is right now, as it spun off from Western Digital ( WDC ) back in February 2025, a move necessary considering the diverging capital requirements and market dynamics of the HDD and NAND flash divisions. The combined entity was generally penalized by a conglomerate discount, where the steady but slow growth of the HDD business masked the explosive potential of the flash segment. The spin-off clearly was the right move, considering the share appreciation of both Sandisk and Western Digital, as it allowed both of them to become pure-plays at the right time of the AI supercycle. Going more recently, I’ll dive into the latest earnings to grasp the current trajectory of the firm. First, SNDK posted a massive 252.1% Y/Y growth rate on revenue that reached $5.95B for the quarter, a beat of over $1.22B, while Q1 Non-GAAP EPS stood at $23.41, an incredible beat of $8.75. These are more than highly impressive numbers, but it was effectively linked to the pricing power and product mix rather than sheer volume. Bit shipments were reported as flat Y/Y and actually down high-teens on a quarterly basis. That’s a paradox that was deliberate, as the firm decided to move away from low-value consumer segments toward the premium datacenter configurations. The most startling metric was the non-GAAP gross margin of 78.4% , which is a far cry from the NAND industry averages that typically hover between 30% and 40% and are categorized as robust. The 78% print suggests a temporary suspension of the ...

Corri Seizinger/iStock via Getty Images Piedmont Realty Trust overview Especially office REITs ( VNQ ) are trading at very low valuations right now. For contrarian investors like myself that believe the impact of AI is real but overblown, A-tier office REITs can be very attractive investments for those who have a higher risk tolerance and a multi-year investment approach. A-tier office REIT Piedmont Realty Trust ( PDM ) released its Q1 2026 financials last week. Ive been covering this stock relentlessly, so today I will just go over the most important trends and developments, to see if this REIT is on track to a potential dividend reinstatement next year. First of all, the company increased and narrowed its 2026 core FFO outlook from $1.47 - $1.53 up to $1.49 - $1.54, or + 2 cents at the low point. Q1 2026 supplemental presentation The outlook is based - among others - on 2026 leasing volumes of 1.7 - 2.0 million square, resulting in the anticipated year-end leased percentage of the company's in-service portfolio of around 90%. Stabilization of the out of service assets should land at around 85% - 90%. These assets will be added to the in-service portfolio around Q4 2026. But most importantly, PDM is attractive when you take a multi-year approach, as illustrated by the following: As of March 31, 2026, the Company had approximately 1.0 million square feet of executed leases for vacant space that are yet to commence representing approximately $42 million of future additional annual cash rents, and approximately 0.9 million square feet of executed leases currently under rental abatement, representing approximately $26 million of future additional annual cash rents. Cash rental income for the quarter already came in at approximately $107 million. When you add 1/4 of the additional $68 million of future annual cash rent, quarterly cash rent will grow by around 16%. This is not a nothing burger to say the least, especially when factoring in the fact that the office indust...

jetcityimage/iStock Editorial via Getty Images BorgWarner ( BWA ) announced on Wednesday two new business awards that reinforce its mix of combustion and electrified powertrain technologies. The company landed a high-efficiency variable turbine geometry turbocharger and exhaust gas recirculation cooler for a major European commercial vehicle OEM, while also earning two Conquest Awards in Asia for combustion and hybrid powertrain programs. The European win supports a Euro 7-compliant, six-cylinder heavy-duty diesel platform for long-haul trucking, with production expected to start at the end of 2028. In Asia, BorgWarner ( BWA ) said the awards highlight customer confidence in its engineering and localized manufacturing capabilities, with the company expanding its role across hybrid and combustion applications. Collectively, the announcements indicate BorgWarner ( BWA ) is continuing to win content in both legacy and transition powertrains as automakers pursue efficiency, emissions compliance, and hybridization across major markets. Shares of BorgWarner ( BWA ) were up 1.3% in premarket trading. The company topped consensus estimates with its Q1 earnings report released earlier in the day. More on BorgWarner BorgWarner: Time To Change The Thesis (Rating Downgrade) BorgWarner Inc. (BWA) Presents at Bank of America Global Automotive Summit Transcript BorgWarner Is Good, But No Longer Great (Downgrade) BorgWarner wins Euro 7 OEM deal; expands EU CV market position BorgWarner Non-GAAP EPS of $1.24 beats by $0.07, revenue of $3.53B beats by $30M

Intel stock has surged in 2026. Here's what Intel's Q1 results reveal about what comes next.

Intel Stock Is Up 190% in 2026 and Trump Says the U.S. Has Made $30 Billion. The Early Innings for INTC May Be Over. Yahoo Finance

Dilok Klaisataporn/iStock via Getty Images In August 2023, I wrote an article on the Simplify Volatility Premium ETF ( SVOL ) which at that time seemed to offer an unique investment exposure for yield-seeking investors. By unique I mean high option income that stems from other sources than covered call premiums and which come with attached tail risk protection. At that time, the stood at ~17% which in combination with seemingly de-risked strategy seemed very compelling. Since then SVOL has returned ~13%. Obviously, this implies a negative alpha and totally unacceptable return considering that a) most assets have delivered much stronger returns and b) on an inflation adjusted basis the outcome is barely positive. This is how SVOL has performed since its inception to December 2024. Ycharts SVOL was actually delivered quite solid results. Of course, the only negative was that the underlying NAV was slowly but surely eroding. So, for this reason the Simply ETF (asset manager of SVOL) embarked on a strategy change in January 2025. And I have to say that when it comes to results, there are more questions than answers: Ycharts With this in mind, let me now revisit my thesis on SVOL. Thesis Review The main trigger for SVOL's strategy change was the structurally bleeding NAV. Even though the distributions were juicy enough to warrant solid total return performance, it was only a matter of time until they would decrease (adjust closer to the NAV base). Now, the reason behind NAV erosion was the increased correlation (beta factor) between short VIX positions and the S&P 500 ( SPY ): Simplify ETFs Sound fancy, but this is how we could think about it: SVOL was profiting ( still is ) from decrease in volatility. Based on its option and physical exposure structure, SVOL was effectively long the large-cap market risk. When the market started to tumble (small dips), the VIX tended to react in a magnified fashion which introduced problems from two sides: 1) losing money from falling ...

炸了。 4月20日，Anthropic和亚马逊扔出一颗深水炸弹——双方签署一份超级大规模AI基础设施协议。 多大？ 1000亿美元，十年，全部砸向AWS算力。 5吉瓦 算力容量锁定，专门用来训练和部署Claude。 亚马逊今天当场追加 50亿美元 投资，后续还有高达 200亿美元 的弹药储备，加上此前已投的80亿—— 亚马逊在Anthropic身上的总投资额度，已经逼近330亿美元。 5吉瓦是什么概念？ 大约相当于 2 座左右大型多机组核电站的规模。 如果按国家来类比，它已经超过克罗地亚全国的历史峰值负荷。 微软2024年全球数据中心的总功耗——也就5到6吉瓦。 Anthropic这一单合同锁定的能源规模，已经可以和一家全球云巨头的整体基础设施掰手腕了。 而且不是画饼。 Anthropic白纸黑字写明：大量Trainium2算力 今年二季度上线 ，到2026年底将有近1吉瓦的Trainium2和Trainium3投入运行。 三个月内，实弹到位。 亚马逊CEO Andy Jassy亲自下场表态： 我们的定制AI芯片性能强、成本低，供不应求。Anthropic愿意用十年押注AWS Trainium，说明路走对了。 Anthropic CEO Dario Amodei的话更直接—— 用户告诉我们，Claude已经是他们工作中不可或缺的一部分。我们必须建设足够的基础设施，来追上这种爆炸式增长的需求。 什么叫甜蜜的负担？这就是。 而这个「爆炸式增长」背后的数字，更让人倒吸一口凉气—— 90亿飙到300亿 一组数字足以说明问题—— 2024年底，Anthropic的年化营收大约10亿美元。到2025年底，这个数字飙到了90亿美元。 而到了2026年第一季度末，年化营收已经突破 300亿美元。 一年多时间，收入翻了30倍。 这个增长曲线，放在整个科技史上都找不到几个对手。 增长引擎主要来自三个方向： 企业和开发者需求井喷。 超过10万家客户通过Amazon Bedrock使用Claude，财富10强企业中有8家在用Claude。Claude已经是唯一一个同时上线AWS、Google Cloud和Microsoft Azure三大云平台的前沿AI模型——三家通吃，独此一份。 第二，Claude Code一骑绝尘。 这款AI编程工具的年化营收已超过25亿美元，而且自2026年1月以来...

Investors have been bidding up the price of MP Materials (NYSE: MP) ahead of the company's first quarter 2026 earnings release. Over the past month alone, the shares have risen by more than 30%. However, the stock is still down more than 30% from its 52-week high. That said, the company turned a profit in the fourth quarter of 2025, so it may have hit an important turning point as a business. Is it worth buying? MP Materials is well-positioned to be a vital supplier of rare-earth metals. The miner and rare-earth metal processor has been preparing for this for some time, as it looks to provide customers with an alternative to buying rare-earth metals from China. China has proven it will use access to rare-earth metals as a political bargaining chip, a situation which most companies would likely prefer to avoid. Image source: Getty Images. Continue reading

百悦泽全球销售额达75.98亿元。 5月6日晚间，百神州（ONC.NS、06160.HK、688235.SH）公布的一季报显示，业绩扭亏为盈。 2026年一季度，公司实现营业总收入105.44亿元，同比增长31.0%；归属于母公司所有者的净利润16.08亿元，已超过2025年全年14.61亿元的归属于母公司所有者的净利润。 百济神州业绩增长主要得益于核心产品放量。 作为公司核心自研产品，BTK抑制剂百悦泽在本季度延续了增长态势。2026年第一季度，百悦泽全球销售额达75.98亿元，同比增长33.5%。按地区情况来看，美国销售额达52.83亿元，同比增长30.8%；欧洲销售额达12.66亿元，同比增长51.4%；中国销售额达6.51亿元，同比增长10.4%。 百济神州另一款自研产品PD-1单抗百泽安全球销售额达14.29亿元，同比增长14.8%。百济神州获得安进公司授权许可产品第一季度销售额达9.89亿元，同比增长20.9%。 伴随着一季度业绩扭亏为盈，百济神州也在上调2026年全年营收预期，公司营业收入从原来预计的436亿元至450亿元之间上调至436亿元至452亿元之间。 公司表示，业绩上调主要得益于百悦泽在美国市场的领先地位以及其在欧洲和全球其他重要市场的持续扩张。

千味央厨公告，公司第二期以集中竞价交易方式回购公司股份方案已实施完毕。公司通过回购专用证券账户以集中竞价交易方式已累计回购股份124.12万股，占公司总股本的1.28%，成交总金额为4998.27万元（不含交易费用）。本次回购资金总额不超过人民币6000万元（含），回购价格不超过人民币43.21元/股。

Sundry Photography GlobalFoundries ( GFS ) was upgraded at Susquehanna to Positive from Neutral after the semiconductor foundry reported better-than-expected results and offered up a strong outlook for the second quarter. Shares rose 1.3% in premarket trading. "Rationale for our upgrade despite the stock doubling since Nov 2025: (1) Smartphone-related revenue (1/3 of total) marked a bottom in 1Q26. (2) Comm Infrastructure bottomed in 2Q25. At that trough, SiPh accounted for 23% of the Comm Infrastructure mix and less than 3% of total company revenue. (3) Forecasting Comm Infrastructure revenue to grow at 35% CAGR (2025-2028) assuming GFS maintains its 20% market share," analyst Mehdi Hosseini wrote in a note to clients. "This would lift the segment to 18% of total revenue by 2028, up from 11% in 2025. (4) SiPh is the fastest-growing subsegment within Comm Infrastructure with GFS's SCALE platform, where the laser is co-packaged with PIC+EIC, gains traction as a second source to TSMC's COUPE. (5) Technology Services revenue growing at 15% CAGR (2025-2028) as MIPS and Synopsys IP contributions become material and scalable. (6) Utilization rates improving toward 95%+ through 2028, even as additional wafer capacity is added. (7) Expect GM/OM to improve toward 32/25, respectively, up from the reported 29/17 in 1Q26. (8) $4 of annualized EPS by 2028." Hosseini also raised his price target on GlobalFoundries to $100 from $50. More on GLOBALFOUNDRIES GLOBALFOUNDRIES Inc. (GFS) Q1 2026 Earnings Call Transcript GLOBALFOUNDRIES Inc. 2026 Q1 - Results - Earnings Call Presentation GlobalFoundries: I'm Maintaining A Neutral View After The Secondary Offering GlobalFoundries outlines Q2 2026 revenue of $1.76B while targeting silicon photonics to exceed $1B run rate by exit 2028 GlobalFoundries rises after Q2 outlook beat

The White House is looking into an executive order that would create a vetting system for new artificial intelligence models like Anthropic PBC ’s Mythos in a bid to protect business and government networks from AI-related cyber risks, a top economic adviser said Wednesday. “We’re studying, possibly an executive order to give a clear roadmap to everybody about how this is going to go and how future AIs that also potentially create vulnerabilities should go through a process so that they’re released to the wild after they’ve been proven safe, just like an FDA drug,” National Economic Council Director Kevin Hassett told Fox Business. The directive is taking shape weeks after Anthropic revealed that its breakthrough Mythos model was adept at finding network vulnerabilities and could pose a global cybersecurity risk. The company has limited access for now to a handful of large tech and financial companies, and the Trump administration has been pressing to make Mythos available to federal agencies to test government systems. Hassett acknowledged that effort on Wednesday. “We have scrambled an all of government effort and all the private sector to coordinate and make sure that before this model is released out into the wild, that it’s been tested left and right, to make sure that it doesn’t cause any harm to the American businesses or the American government,” Hassett said. Anthropic’s Mythos announcement spurred Trump administration officials into accelerating existing efforts to shape AI policy. White House Chief of Staff Susie Wiles and other senior administration officials met with Anthropic CEO Dario Amodei last month, where topics discussed included Mythos. Hassett said it’s “really quite likely” that any testing spelled out under the order would ultimately extend to all AI companies. “I think that, that Mythos is the first of them, but it’s incumbent on us to build a system,” he said. “And that’s really pretty much what we’re working almost full time on right now.”...

Image source: The Motley Fool. Tuesday, May 5, 2026, at 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Nike (NYSE:NKE) currently trades around $44, while Wall Street’s consensus price target is about $62 per share, implying roughly 41% upside today if analysts are right. Nike remains the world’s largest athletic footwear and apparel company, now working through CEO Elliott Hill’s “Win Now” turnaround. The stock has been under heavy pressure, but analysts are still ... Nike’s 65% 3-Year Plunge Could Lead to 41% Upside Today

IURII BUKHTA/iStock Editorial via Getty Images Harley Davidson's ( HOG ) stock has been getting hammered, but who's afraid of a downtrend on a value hunt? Not me. This once-iconic brand is a little under-the-weather, but the heritage is immense and the turnaround is tangible. Down 25% since my last Hold rating , when I warned against the investment, has me confident that we might be at a better long-term entry point here due to operational synergies now bearing light at the end of the tunnel. I'm targeting a bull-case two-year annualized CAGR of 35% from the investment, but the downside 12-month risk from pure execution is about a -30% loss. If you're comfortable with that asymmetry and believe in the turnaround dynamics, this could make for a strong investment. Back to the Bricks Harley just posted Q1 earnings , with North America retail up 14%, global retail up 8%, dealer inventory down 22%, and shipments falling 3%. This shows real traction with real consumer demand, not just channel stuffing. The dealer network is being repositioned as the operating center of the brand, and by making stores more profitable, active, and central to rider culture, dealers drive new and used bike sales, service, customization, apparel, events, and local loyalty. This should help in Harley's cultural resurgence, which is much-needed. It's win-win for the rider community and Harley if the latter reforms the energy of its culture from "vintage" to "modern iconic nostalgia." It's key that the company's heritage remains intact: freedom, V-twin sound, customization, rallies, American mechanical mythology, and even outlaw fringe. After all, that cultural electricity, Hells Angels and all, is what drove generations to be enamored by the bikes. The old problem with the brand was over-monetization. If you turn a rebel motorbike brand into a corporate shareholder project, you're diluting the essence of the revolutionary energy at the core. FY25 exposed the damage of this approach, with global ...

新加坡足协官方消息，新加坡男足国家队将在6月5日进行一场友谊赛，主场对阵中国男足国家队，比赛开球时间为6月5日19:30。FIFA男足国家队实时排名显示，中国队排名第94位，新加坡队排名第147位，两队排名相差53位。（央视新闻）

This morning a "Potential Dividend Run Alert" went out for Resources Connection Inc (NASD: RGP), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" any

This morning a "Potential Dividend Run Alert" went out for ClearBridge Energy MLP Opportunity Fund (NYSE: EMO), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Di

Microsoft is considering delaying or abandoning its 2030 goal of matching its entire hourly ‌electricity use with renewable energy purchases, Bloomberg News ‌reported on Wednesday, citing people familiar with the matter. The expensive and ​energy-intensive push for data centers is reshaping the feasibility of Microsoft's climate commitments that were made before the AI era and rank among the industry's most ambitious targets, the ‌report said. The discussions were ⁠ongoing and no final decision has been made, Bloomberg News added.

格隆汇5月6日｜伊朗和沙特外长呼吁加强地区合作，以防止紧张局势升级。

This morning a "Potential Dividend Run Alert" went out for Western Asset Emerging Markets Income Fund (NYSE: EMD), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a

This morning a "Potential Dividend Run Alert" went out for Flaherty & Crumrine Total Return Fund Incorporated (NYSE: FLC), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all