If AI Continues Scaling From Here, Micron’s Current Price Could Look Embarrassingly Cheap AOL.com

If AI Continues Scaling From Here, Micron's Current Price Could Look Embarrassingly Cheap 24/7 Wall St.

If AI Continues Scaling From Here, Micron’s Current Price Could Look Embarrassingly Cheap Yahoo Finance

格隆汇5月7日｜柬埔寨首相：已与泰国总理会面，以展现实现持久和平的共同决心。

Europeans must urgently seek to close their security gaps in case Russia attacks – and the US refuses to defend its allies Donald Trump’s war in Iran and tirades against Nato allies are accelerating moves to develop a plan B for European security in case the US is no longer willing to help defend allies against a Russian attack. Europe must prepare for sudden vulnerability gaps if the fickle US president decides to pull out key military enablers before Europeans can develop their own alternatives. European countries have already taken over financial and political responsibility for supporting Ukraine in its struggle against Vladimir Putin’s war of aggression, as Trump has increasingly sided with Moscow in trying to force Kyiv to hand over swathes of territory to Russia. After four years of war in Europe, most leaders have come to recognise Ukraine as a military and technological asset for European defence rather than a burden or a risk factor. Paul Taylor is a senior visiting fellow at the European Policy Centre Continue reading...

Windfall profits could lock in Trump-era political wins for the industry and slow clean-energy transition The billions in profits big oil is reaping due to the Iran war may stymie the energy transition, experts and advocates fear, incentivizing oil and gas expansion and boosting the sector’s funds for political lobbying. “Windfall profits from Trump’s war will allow big oil to build a wall of money around its Trump-era political victories,” said Lukas Shankar-Ross, a deputy director at the green group Friends of the Earth. Continue reading...

Cushman & Wakefield press release ( CWK ): Q1 Non-GAAP EPS of $0.15 beats by $0.02 . Revenue of $2.5B (+8.7% Y/Y) beats by $40M . Adjusted EBITDA of $111.3 million increased $15.1 million or 16% (15% in local currency) from the first quarter of 2025. Adjusted net income of $34.7 million increased $14.2 million or 69% from the first quarter of 2025. Adjusted diluted earnings per share of $0.15 was up $0.06 or 67% from the first quarter of 2025. Liquidity as of March 31, 2026 was $1.6 billion, consisting of availability on the company’s undrawn revolving credit facility of $1.0 billion and cash and cash equivalents of $0.6 billion. More on Cushman & Wakefield Cushman & Wakefield: An AI-Driven Selloff Creates Opportunity Cushman & Wakefield: Focus On The Fundamentals, And Not AI Narrative Noise Cushman & Wakefield Limited (CWK) Q4 2025 Earnings Call Transcript Riverwater Small-Cap Strategy repositions portfolio with fresh entries and exits in Q1 Cushman & Wakefield beats Q4 topline estimates

Sebastian Gorczowski/iStock via Getty Images SpaceX IPO: new developments I last wrote on SpaceX ( SPACE ) on Mar. 16, 2026. The article rated the stock as a buy after a comparison of its business model against the established United Launch Alliance (ULA). Since then, there have been several new developments surrounding this hyped IPO stock and motivated this revisit. The remainder of this follow-up will focus on the top two or three catalysts as I see: the updated timeline of the IPO, the updated valuation of the IPO, and also the potential for accelerated inclusion of the stock into major market indices after the IPO. After evaluation of these developments, I see large odds for SpaceX to be uniquely positioned for fast-track inclusion into the ( SP500 ) index due to its unprecedented scale and systemic importance to the aerospace sector. If/when this scenario materializes, I expect it to have both longer- and shorter-term implications for SpaceX. In the shorter term, I expect it to create a substation and non-discretionary demand spike from passive investment vehicles for the shares, which could potentially lead to a temporary liquidity vacuum. In the longer term, I expect it to further validate SpaceX's dominance over legacy players (such as those in the ULA detailed in my last article). With this overview, let me start with an update of the IPO's anticipated timeline and valuation to better contextualize the rest of the analysis. Since my last writing, the timeline for the IPO has solidified more, with SpaceX reported to have confidentially filed the paperwork with the Securities and Exchange Commission and scheduled its IPO roadshow on June 8. In the meantime, the estimated IPO share price continued to increase (see the next chart below), and the IPO valuation ceiling has been moved to a range of $1.75 to $2.0 trillion now, according to the latest Barron's news (subscription needed), vs. "only" about $1.5 trillion at the time of my last writing. With these deve...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Cruise from hell: The CDC is monitoring U.S. travelers aboard the MV Hondius hit by a devastating hantavirus outbreak. M&A drama: GameStop ( GME ) CEO Ryan Cohen says eBay ( EBAY ) has suspended his account . Insight over influence: The White House may have early access to AI models , but will avoid choosing winners and losers . Restoring value The traditional packaged foods sector has struggled in recent years, facing a wave of immense change and supply chain disruption. Soaring inflation has led to a surge in the cost of raw ingredients and a more price-conscious consumer, while private label brands have taken a prominent place in store aisles, with an increased focus on fresh goods and healthier options. It's made it hard for companies like Kraft Heinz ( KHC ) to navigate the shifting landscape, with the stock losing nearly half its value over the past five years. Kraft Heinz: No Growth, Consumer Headwinds, And Depleting Margins Too lean: The problems at the company started even earlier, when private equity firm 3G Capital merged Kraft and Heinz in 2015. Known for its "zero-based budgeting" approach, 3G slashed costs and expenses in an attempt to please Wall Street and boost the combined entity's bottom line, but it ended up starving brands of marketing and the R&D they needed to innovate. Massive write-downs ensued as sales and goodwill in North America eroded, while the pandemic and subsequent shrinkflation continued to harm the business. Looking for a revival, Kraft Heinz ( KHC ) announced it would split into two standalone companies by mid-2026, but that decision has since been halted by CEO Steve Cahillane, who is only five months into the top job. Why? Cahillane had success in his prior position at fellow pantry giant Kellogg, where he separated its high-growth snack busines...

State Street’s 2026 Global ETF Outlook puts a stake in the ground on page 20: the first $1 trillion ETF will land this year. The frontrunner is the Vanguard 500 Index Fund ETF (NYSEARCA:VOO), which closed Monday at $660 with $839 billion in net assets as of early May. VOO sits roughly $160 billion shy ... State Street Calls It “The first $1 trillion ETF will land this year”

Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM) just delivered its fourth consecutive earnings beat, confirmed a hyperscaler custom silicon program, and authorized a fresh $20 billion buyback. The market is ... Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close

Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here's Why That Gap May Close 24/7 Wall St.

COPENHAGEN, Denmark, May 7, 2026 - Evaxion A/S (NASDAQ: EVAX) (“Evaxion”), a clinical-stage TechBio company developing novel vaccines with its pioneering AI-Immunology™ platform, provides business update and announces first quarter 2026 financial results.

SONATA-HCM anticipated to be fully enrolled mid-2026

TROY, Mich., May 07, 2026 (GLOBE NEWSWIRE) -- Kelly (Nasdaq: KELYA, KELYB), a leading specialty talent solutions provider, today announced results for the first quarter of 2026.

FDA Pre-New Drug Application (NDA) meeting granted for QTORIN™ rapamycin for the treatment of microcystic lymphatic malformations, with meeting expected in second quarter of 2026; NDA submission on track for second half of 2026

CAMBRIDGE, Mass., May 07, 2026 (GLOBE NEWSWIRE) -- Black Diamond Therapeutics, Inc. (Nasdaq: BDTX), a clinical-stage oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with cancer, today reported financial results for the first quarter ended March 31, 2026, and provided a corporate update.

– Generated Quarterly Net Revenues of $193.5 Million, Up 9% Year-over-Year –

- Q1 2026 revenue of €197 million for YORVIPATH ® and €44 million for SKYTROFA ®

Vera Therapeutics Provides Business Update and Reports First Quarter 2026 Financial Results

MACOM Technology Solutions Holdings, Inc. (Nasdaq: MTSI), today announced its financial results for its fiscal second quarter ended April 3, 2026.

RICHMOND, Va., May 07, 2026 (GLOBE NEWSWIRE) -- ARKO Corp. (Nasdaq: ARKO) (“ARKO” or the “Company”), a Fortune 500 company and one of the largest operators of convenience stores and wholesalers of fuel in the United States, today announced financial results for the first quarter ended March 31, 2026.

VONORE, Tenn., May 07, 2026 (GLOBE NEWSWIRE) -- MasterCraft Boat Holdings, Inc. (NASDAQ: MCFT) today announced financial results for its fiscal 2026 third quarter ended March 29, 2026.

Founded by the team behind Voi and Klarna, Pit acts as an AI product team as a service — learning how companies work and building the systems that run their operations.Stockholm, Sweden, May 07, 2026 (GLOBE NEWSWIRE) -- Pit, an AI-native platform that replaces the patchwork of spreadsheets, inboxes, and rigid SaaS tools that run enterprise operations today, announced its public launch alongside $16 million in funding led by Andreessen Horowitz (a16z). The round includes participation from Lakest

The longer time horizon you consider, the more one of these assets stands out.

Ex-AMD Telemedicine account aims to relaunch utilizing UniDoc Connect-enabled eHealth system VANCOUVER, BC / ACCESS Newswire / May 7, 2026 / UniDoc Health Corp. (CSE:UDOC)(FRA:L7T)(OTCQB:UDOCF) ("UniDoc" or the "Company") is pleased to announce that ...

Yield is often the most important feature investors look for in an excellent dividend stock. That makes a lot of sense, since the higher the yield, the more money you'll get for your dollar. However, yield isn't the only feature in a great dividend stock, and sometimes a high yield can even be a red flag. Other features in a top dividend stock include dividend growth and stability over time. If you want to be able to rely on passive income forever, you want a dividend stock with a proven track record of paying and raising its dividend over a long period of time. Procter & Gamble (NYSE: PG) , Realty Income (NYSE: O) , and Coca-Cola (NYSE: KO) are three great options. Let's look at each in turn. Continue reading

Source: Image created by Jester AI. Arm Holdings (NASDAQ: ARM) fell over 6% in pre-market trading as results warned of slower growth in the smartphone market due to a memory chip shortage, even as the outlook for AI data center growth was upgraded, providing an insight for the major tech companies that rely on Arm's services. Micron Technology (NASDAQ: MU) closed over 4% higher yesterday, with Western Digital (NASDAQ: WDC) not far behind, as memory sector stocks continue to rally amid chip shortages and continued AI demand. Continue reading

Former Australia batter has worked at Durham since 2018 New selector expected to have final say on squads Marcus North, the former Australia middle order batter, has emerged as the leading candidate to become the new England men’s selector, with an official announcement expected in the coming days. The 46-year-old has worked as director of cricket at Durham since 2018 and was among those interviewed for the equivalent role with England four years ago – only to miss out to Rob Key in the final stages of the process. Continue reading...

Better Home & Finance Holding press release ( BETR ): Q1 Non-GAAP EPS of -$4.29 misses by $2.69 . Revenue of $47.5M (+51.8% Y/Y) misses by $0.21M . In Q1 2026, Loan Volume grew 89% year over year to approximately $1.64 billion, exceeding the high end of previously-issued guidance. Total Net Revenues from Continuing Operations grew 52% year over year to approximately $48 million. Platform Loan Volume reached $821 million in Q1 2026, up 404% year over year, representing half of Loan Volume. More on Better Home & Finance Holding Better Home & Finance Holding Company: An Intriguing Housing Play Better Home & Finance: Tremendous Growth Needed To Justify Valuation Better Home & Finance Holding Company 2025 Q4 - Results - Earnings Call Presentation Better Home & Finance Holding Q1 2026 Earnings Preview Most and least shorted small-cap financial stocks at April's end