AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture — increased customization to better address evolving AI and cloud needs Tom's Hardware
AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture — increased customization to better address evolving AI and cloud needs Tom's Hardware
Joe Raedle/Getty Images News The Walt Disney Company ( DIS ) shares rose ~7% premarket after the entertainment giant reported better-than-expected quarterly results, driven by improved streaming profitability and stronger guest spending across its resorts and cruise business. Adjusted earnings rose to $1.57 per share in the fiscal second quarter, topping analyst expectations of $1.50 per share. Re...
Joe Raedle/Getty Images News The Walt Disney Company ( DIS ) shares rose ~7% premarket after the entertainment giant reported better-than-expected quarterly results, driven by improved streaming profitability and stronger guest spending across its resorts and cruise business. Adjusted earnings rose to $1.57 per share in the fiscal second quarter, topping analyst expectations of $1.50 per share. Revenue increased 7% year-over-year to $25.2B, also ahead of Wall Street estimates. Operating income across all three of its business divisions exceeded analyst expectations, while the company projected 12% earnings-per-share growth for the full fiscal year. Disney’s direct-to-consumer division, which includes the Disney+ streaming, delivered a double-digit operating profit margin for the first time, marking a major milestone in the company’s push to improve streaming profitability. The move could have implications beyond single-stock trading, with several exchange-traded funds exposed to Walt Disney Company ( DIS ) potentially benefiting from the rally, even as the stock remains down about 12% year-to-date. Among ETFs with notable Disney exposure 25 ETFs have Walt Disney Company within its Top 15 holdings as displayed below Motley Fool Value Factor ETF ( MFVL ): 4.93% Invesco S&P 500 Equal Weight Communication Services ETF ( RSPC ): 4.61% Communication Services Select Sector SPDR ETF ( XLC ): 4.56% First Trust S-Network Streaming and Gaming ETF ( BNGE ): 4.53% iShares Global Comm Services ETF ( IXP ): 4.44% Diamond Hill Large Cap Concentrated ETF ( DHLX ): 4.40% Fidelity MSCI Communication Services Index ETF ( FCOM ): 4.10% Vanguard Communication Services ETF ( VOX ): 4.04% Gabelli Opportunities In Live and Sports ETF ( GOLS ): 3.87% Invesco NASDAQ Internet ETF ( PNQI ): 3.68% Invesco Large Cap Value ETF ( PWV ): 3.10% Global X Millennial Consumer ETF ( MILN ): 2.99% iShares U.S. Consumer Discretionary ETF ( IYC ): 2.98% Global X PureCap MSCI Communication Services ETF ( GXP...
Chichester Festival theatre David Haig shines as writer and star of this dramatisation about the fraught friendship of two entertainment giants and their debate over what is real or simply illusion The admirable actor David Haig has a sprightly sideline as a writer of historical bio-dramas. My Boy Jack (1997), about Rudyard Kipling’s mourning for a son killed in the first world war, and Pressure (...
Chichester Festival theatre David Haig shines as writer and star of this dramatisation about the fraught friendship of two entertainment giants and their debate over what is real or simply illusion The admirable actor David Haig has a sprightly sideline as a writer of historical bio-dramas. My Boy Jack (1997), about Rudyard Kipling’s mourning for a son killed in the first world war, and Pressure (2014), concerning the Scottish meteorologist charged with finding Gen Eisenhower’s weather window for D-day, is followed by Magic, dramatising the fraught friendship of two giants of entertainment between the wars: Sir Arthur Conan Doyle and Harry Houdini. It overlaps with My Boy Jack in that, like the author of The Jungle Book, the creator of Sherlock Holmes is grieving for a war victim son. The hope of a reunion brings the writer to the spiritualist movement but creates tension with Houdini, the illusionist convinced that seances are as much a theatrical pretence as his own escapes from straitjackets and water tanks. Happy to have the Scot as a fan, the Hungarian-American is alarmed to discover that the writer believes him to be blessed with supernatural powers. Continue reading...
Sentinel Capital Partners on Wednesday said it has agreed to sell NSI Industries to Hubbell ( HUBB ) for $3.0 billion. NSI manufactures and supplies branded electrical power components, including fittings, connectors, and wire management products, serving industrial, infrastructure, and commercial markets. Sentinel acquired NSI in 2024 and later sold its HVAC division to Lennox International for a...
Sentinel Capital Partners on Wednesday said it has agreed to sell NSI Industries to Hubbell ( HUBB ) for $3.0 billion. NSI manufactures and supplies branded electrical power components, including fittings, connectors, and wire management products, serving industrial, infrastructure, and commercial markets. Sentinel acquired NSI in 2024 and later sold its HVAC division to Lennox International for about $550 million, repositioning the company as a pure-play electrical products business. The deal is subject to customary closing conditions, the company said. Source: Press Release More on Hubbell Hubbell: More M&A And Improved Organic Growth Hubbell strikes $3B deal for NSI Industries to boost electrical portfolio Hubbell targets $19.30-$19.85 adjusted EPS in 2026 as it raises sales growth outlook to 8%-11%
Here are Wednesday’s top Wall Street analyst research calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technologies, Reddit, and more MSN
Here are Wednesday’s top Wall Street analyst research calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technologies, Reddit, and more MSN
hapabapa Palantir Technologies ( PLTR ) was upgraded to Buy at Argus after it reported what the investment firm called a “stellar” first quarter. Shares fell fractionally in premarket trading on Wednesday. “Palantir had another stellar quarter in 1Q and is both accelerating revenue and expanding margin as its core U.S. government business is reaccelerating and as it continues expansion into the U....
hapabapa Palantir Technologies ( PLTR ) was upgraded to Buy at Argus after it reported what the investment firm called a “stellar” first quarter. Shares fell fractionally in premarket trading on Wednesday. “Palantir had another stellar quarter in 1Q and is both accelerating revenue and expanding margin as its core U.S. government business is reaccelerating and as it continues expansion into the U.S. commercial market,” analyst Joseph Bonner wrote in a note to clients. “This consistently strong fundamental performance comes against the backdrop of the PLTR shares being down more than 50% from their 2025 highs. Investors may have bunched Palantir in with others in the software technology industry that are believed to be vulnerable to disruption by GenAI models. Palantir's strong upward guidance revision in just the first quarter of 2026, as well as its actual results, provide a disconnect to the market's view—which we think can be exploited.” Bonner, who also raised his estimates on Palantir and put a $190 price target on the stock, said the expansion in the commercial market is likely to be a “key growth driver” over the following years. “As is the case with some others in the software industry, demand for the company's solutions is outstripping its ability to service new business,” Bonner added. “In our view, that is a high-class problem. Palantir is developing new, artificial intelligence-powered (AI-powered) applications and features to expand its business. While the PLTR shares have sold off in recent months, its valuation metrics remain exceptionally high. That said, we believe its fundamentals are also exceptionally strong.” More on Palantir Palantir: Hypergrowth Kicking In Palantir: Another Strong Earnings Report Palantir's Q1 Review: The Narrative Refuses To Turn, But It Should Army pushes tech giants, defense firms to 'hack’ weapons into AI-ready network Palantir stock drops despite strong results—These ETFs have the highest exposure
hapabapa Palantir Technologies ( PLTR ) was upgraded to Buy at Argus after it reported what the investment firm called a “stellar” first quarter. Shares fell fractionally in premarket trading on Wednesday. “Palantir had another stellar quarter in 1Q and is both accelerating revenue and expanding margin as its core U.S. government business is reaccelerating and as it continues expansion into the U....
hapabapa Palantir Technologies ( PLTR ) was upgraded to Buy at Argus after it reported what the investment firm called a “stellar” first quarter. Shares fell fractionally in premarket trading on Wednesday. “Palantir had another stellar quarter in 1Q and is both accelerating revenue and expanding margin as its core U.S. government business is reaccelerating and as it continues expansion into the U.S. commercial market,” analyst Joseph Bonner wrote in a note to clients. “This consistently strong fundamental performance comes against the backdrop of the PLTR shares being down more than 50% from their 2025 highs. Investors may have bunched Palantir in with others in the software technology industry that are believed to be vulnerable to disruption by GenAI models. Palantir's strong upward guidance revision in just the first quarter of 2026, as well as its actual results, provide a disconnect to the market's view—which we think can be exploited.” Bonner, who also raised his estimates on Palantir and put a $190 price target on the stock, said the expansion in the commercial market is likely to be a “key growth driver” over the following years. “As is the case with some others in the software industry, demand for the company's solutions is outstripping its ability to service new business,” Bonner added. “In our view, that is a high-class problem. Palantir is developing new, artificial intelligence-powered (AI-powered) applications and features to expand its business. While the PLTR shares have sold off in recent months, its valuation metrics remain exceptionally high. That said, we believe its fundamentals are also exceptionally strong.” More on Palantir Palantir: Hypergrowth Kicking In Palantir: Another Strong Earnings Report Palantir's Q1 Review: The Narrative Refuses To Turn, But It Should Army pushes tech giants, defense firms to 'hack’ weapons into AI-ready network Palantir stock drops despite strong results—These ETFs have the highest exposure
jetcityimage BorgWarner ( BWA ) announced on Wednesday it secured a new deal with a European OEM, expanding its on-highway commercial vehicle segment presence. The contract includes the supply of VTG turbochargers and EGR coolers for a Euro 7-compliant 6-cylinder diesel engine, strengthening customer ties. The solution targets better fuel efficiency, performance, and stricter emission norms, which...
jetcityimage BorgWarner ( BWA ) announced on Wednesday it secured a new deal with a European OEM, expanding its on-highway commercial vehicle segment presence. The contract includes the supply of VTG turbochargers and EGR coolers for a Euro 7-compliant 6-cylinder diesel engine, strengthening customer ties. The solution targets better fuel efficiency, performance, and stricter emission norms, which are key for long-haul truck demands. The production is expected to start by the end of 2028, giving long-term revenue visibility with manufacturing across UK and Spain plants. Source: Press Release 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 Non-GAAP EPS of $1.24 beats by $0.07, revenue of $3.53B beats by $30M BorgWarner Q1 2026 Earnings Preview
From Big-Box King to Omnichannel Powerhouse A decade ago, Walmart (NYSE: WMT) was widely viewed as the cautionary tale of physical retail. Amazon was eating its lunch, eCommerce was an afterthought, and the stock traded sideways for years. What followed was one of the more underappreciated turnarounds in large-cap retail. The pivot started with the ... Walmart Has Rewarded Patient Investors: A Pro...
From Big-Box King to Omnichannel Powerhouse A decade ago, Walmart (NYSE: WMT) was widely viewed as the cautionary tale of physical retail. Amazon was eating its lunch, eCommerce was an afterthought, and the stock traded sideways for years. What followed was one of the more underappreciated turnarounds in large-cap retail. The pivot started with the ... Walmart Has Rewarded Patient Investors: A Prospective Dividend King’s Long-Term Payoff
Corning ( GLW ) announced on Wednesday that it will upgrade and extend its Springboard plan, driven by growth across its Market-Access Platforms (MAP). The company said it expects to reach its target of a $20B annualized sales run rate by the end of 2026, delivering a 15% sales CAGR from Q4 2023 to Q4 2026. Entering 2027, Corning will begin a new phase of accelerating growth, and the company expec...
Corning ( GLW ) announced on Wednesday that it will upgrade and extend its Springboard plan, driven by growth across its Market-Access Platforms (MAP). The company said it expects to reach its target of a $20B annualized sales run rate by the end of 2026, delivering a 15% sales CAGR from Q4 2023 to Q4 2026. Entering 2027, Corning will begin a new phase of accelerating growth, and the company expects a significantly higher sales CAGR of 19% from Q4 2026 to Q4 2030, it added. Corning expects to achieve its 2026 internal Springboard plan, which it upgraded in January, to add $6.5B in incremental annualized sales from its Q4-2023 starting point, reaching a $20B annualized sales run rate by the end of 2026. The company is also upgrading its internal Springboard plan to now grow sales to a $30B annualized run rate by the end of 2028, as it captures a $17B spring versus the $11B spring it outlined in January. The company is now also providing a high-confidence plan to grow sales to a $27B annualized run rate by the end of 2028. By the end of 2030, Corning is extending its internal Springboard plan to grow sales to a $40 billion annualized run rate. The company is also providing a high-confidence plan to grow sales to a $35B annualized run rate by the end of 2030. The company's share jumped nearly 18% during pre-market trading on Wednesday. It also announced a new long-term deal with Nvidia ( NVDA ) to boost optical connectivity capacity by 10 times. Wendell P. Weeks , chairman, chief executive officer, and president, said, “As we enter a new phase of accelerating growth in 2027, we expect important contributions and milestones in each of our market-access platforms. At today’s event, we will focus on our overall corporate outlook for this exciting period. We will also take a deeper dive on the technical trends driving our new Photonics MAP, as well as stronger growth in our Enterprise Networks MAP.” Weeks continued, “In our enterprise MAP, we expect to capture strong growt...
JHVEPhoto/iStock Editorial via Getty Images Supermicro: Wrong-footed This Time By Dip Buyers Returning To Defend What can I say? I guess this time I was really, really wrong-footed about my reservations on the stock of Super Micro Computer, Inc. ( SMCI ). SMCI is uninvestable? (Bloomberg) It was only back in late March, when the company faced another confidence crisis that threatened to make its s...
JHVEPhoto/iStock Editorial via Getty Images Supermicro: Wrong-footed This Time By Dip Buyers Returning To Defend What can I say? I guess this time I was really, really wrong-footed about my reservations on the stock of Super Micro Computer, Inc. ( SMCI ). SMCI is uninvestable? (Bloomberg) It was only back in late March, when the company faced another confidence crisis that threatened to make its so-called stock “uninvestable.” Although I didn't actually say and mean that (since I don’t believe in absolutes in investing), I acknowledged that a bearish downgrade on SMCI was affirmed . Yet, that downgrade not only proved to be poorly timed, but SMCI has significantly outperformed the market since then. Yes, the market has simply ignored the doom and gloom in the media as the stock formed another remarkable bottom. I had thought back in my SMCI writeup that the $17 level could be tested, but to no avail. Not only did the market not proceed to test that level, SMCI is now up almost 20% in pre-market trading following the release of its third fiscal quarter earnings release. Much has been discussed about the allegations into illegal diversion of Nvidia chips ( NVDA ) to China by one of its former employees, so I wouldn't be going into that. You can always refer to our past discussion or even to other well written analyses on Seeking Alpha for that. More importantly, I think the market has at least given us its verdict that it’s time to move on for now even though the matter has not been conclusively resolved. Why? Because Supermicro’s FQ3 card not only debunked worries that allocation of supplies is definitely in trouble, it has also been making gains in the enterprise space. Supermicro Q3: Pretty Solid To Be Honest Supermicro supply allocation (Super Micro Computer, Inc. (SMCI) Q3 2026 Earnings Call) CFO David Weigang provided just about the clarity that Wall Street wants to know, emphasizing that “there has been no change in allocation.” I guess I don’t have to overstat...
New certified integration helps manufacturers unify ERP, CRM, and commerce data in real timeLOS ANGELES, May 06, 2026 (GLOBE NEWSWIRE) -- OroCommerce, a B2B eCommerce platform for manufacturers, distributors, and wholesalers, today announced a certified integration with iPaaS.com, a hub-and-spoke integration platform designed to centralize and control enterprise data flows. The integration is now ...
New certified integration helps manufacturers unify ERP, CRM, and commerce data in real timeLOS ANGELES, May 06, 2026 (GLOBE NEWSWIRE) -- OroCommerce, a B2B eCommerce platform for manufacturers, distributors, and wholesalers, today announced a certified integration with iPaaS.com, a hub-and-spoke integration platform designed to centralize and control enterprise data flows. The integration is now available in the iPaaS.com Certified Integration Marketplace. This partnership addresses a core chal
Olenox Industries ( OLOX ) will implement a 1-for-10 reverse stock split effective May 8, 2026. The move aims to boost share price to meet Nasdaq Capital Market $1 minimum bid requirement. Outstanding shares will be reduced from ~10.2M to ~1.2M. OLOX shares down 6% premarket. More on Olenox Industries Financial information for Safe & Green Holdings
Olenox Industries ( OLOX ) will implement a 1-for-10 reverse stock split effective May 8, 2026. The move aims to boost share price to meet Nasdaq Capital Market $1 minimum bid requirement. Outstanding shares will be reduced from ~10.2M to ~1.2M. OLOX shares down 6% premarket. More on Olenox Industries Financial information for Safe & Green Holdings