denisik11/iStock via Getty Images Super Micro Computer ( SMCI ) surged back to $33 in the Tuesday after-hours market (+19%), due to a significant earnings beat and strong forward guidance for Q4'26 revenues. However, Super Micro missed revenue estimates for Q3'26 and the AI server company continues to see investor concerns with regard to one of its co-founders being indicted for smuggling $2.5B wo...
denisik11/iStock via Getty Images Super Micro Computer ( SMCI ) surged back to $33 in the Tuesday after-hours market (+19%), due to a significant earnings beat and strong forward guidance for Q4'26 revenues. However, Super Micro missed revenue estimates for Q3'26 and the AI server company continues to see investor concerns with regard to one of its co-founders being indicted for smuggling $2.5B worth of high-performance chips to China, in violation of export restrictions. Super Micro exceeded EPS expectations, however, amid a significant uptick in its gross margins, fueling improving investor sentiment following the Q3’26 earnings scorecard. While Super Micro is a controversial stock for investors after multiple scandals in the last several years – delayed SEC filings, short seller allegations about improper accounting, and a DOJ indictment regarding illegal chip sales to China – the underlying fundamentals are actually very robust. Additionally, the low P/E ratio provides a sufficient buffer against downside risk, in my opinion, and I hereby confirm my ‘Strong Buy’ rating for SMCI. Data by YCharts Previous Rating Shares of Super Micro were interesting to me in the last two years, especially because of the stock’s enormous volatility and rocky ride that the server maker exposed investors to. While the core business is benefiting handsomely from growing demand for AI server solutions in the Data Center market, Super Micro has had a lot of troubles, the last of which involved chip smuggling allegations: Another Perfect Storm . However, given a material margin improvement, strong profitability, and robust forward revenue guidance, I continue to see more upside than downside for Super Micro and believe that CapEx spending trends and AI server infrastructure upgrades will continue to drive SMCI's business to new heights in 2026. The AI Server Maker is Seeing a Major Margin Recovery SMCI produced $0.84 per share in normalized earnings for its third fiscal quarter vs. $0.6...
With an upside potential of 33.31% as of May 3, Microsoft Corporation (NASDAQ:MSFT) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Microsoft Corporation (NASDAQ:MSFT) is engaged in developing and marketing software, services, and hardware that deliver new opportunities, greater convenience, and enhanced value to people’s lives. On April 30, Deutsche […]
With an upside potential of 33.31% as of May 3, Microsoft Corporation (NASDAQ:MSFT) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Microsoft Corporation (NASDAQ:MSFT) is engaged in developing and marketing software, services, and hardware that deliver new opportunities, greater convenience, and enhanced value to people’s lives. On April 30, Deutsche […]
With an upside potential of 35.52% as of May 3, Meta Platforms, Inc. (NASDAQ:META) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Meta Platforms, Inc. (NASDAQ:META) engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality […]
With an upside potential of 35.52% as of May 3, Meta Platforms, Inc. (NASDAQ:META) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Meta Platforms, Inc. (NASDAQ:META) engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality […]
peterschreiber.media/iStock via Getty Images Bitcoin ( BTC-USD ) ( IBIT ) may be down for the year, but VanEck’s head of digital assets research said Wednesday he sees a massive rally on the horizon. Matthew Siegel told CNBC in an interview that Bitcoin ( BTC-USD ) reaching $1M is “the base case” for the firm, with the milestone potentially arriving within half a decade. The bold prediction comes ...
peterschreiber.media/iStock via Getty Images Bitcoin ( BTC-USD ) ( IBIT ) may be down for the year, but VanEck’s head of digital assets research said Wednesday he sees a massive rally on the horizon. Matthew Siegel told CNBC in an interview that Bitcoin ( BTC-USD ) reaching $1M is “the base case” for the firm, with the milestone potentially arriving within half a decade. The bold prediction comes as the cryptocurrency, currently trading around $81K, has staged a solid rally over the past month despite year-to-date losses. “This is a megatrend, but it’s going to be very volatile along the way,” Siegel said. He pointed to several factors supporting his bullish outlook. Bitcoin’s ( BTC-USD ) correlation with the tech-heavy Nasdaq ( COMP:IND ) ( QQQ ) has reached a five-year high, driving recent gains as part of a broader macro move. More importantly, he noted the absence of froth in derivatives markets, suggesting the current rally is driven by short covering rather than speculative excess. The analyst also highlighted demographic trends, comparing BTC adoption to the video game industry’s evolution. “Thirty years ago, it was just kids playing video games. Now Elon Musk plays video games. People don’t quit. They also don’t quit Bitcoin.” Meanwhile, odds were roughly split that BTC will rise back to $100K in 2026, according to prediction marketplace Kalshi. Seeking Alpha More on Bitcoin USD, iShares Bitcoin Trust ETF Breakout Time For Cryptos? Bitcoin At $80K; BTC And ETH Technical Outlook Bitcoin Holds Above $80K As Middle East Tensions Weigh April Closed Near $79K; The First Four Days Of May Tell A More Complicated Story Weekly ETFs: Eight of 11 sectors record outflows; financial sector leads inflows Crypto stocks inch up post news about compromise on key provision in crypto bill
When the Iran war began on Feb. 28, one of the first things Americans noticed was how rapidly gas became much more expensive. Higher fuel prices are undoubtedly hitting people's household budgets, but the impact isn't just limited to people; plenty of companies are feeling it in their wallets as well. Taiwan Semiconductor Manufacturing Company (NYSE: TSM) probably isn't the first name you'd think ...
When the Iran war began on Feb. 28, one of the first things Americans noticed was how rapidly gas became much more expensive. Higher fuel prices are undoubtedly hitting people's household budgets, but the impact isn't just limited to people; plenty of companies are feeling it in their wallets as well. Taiwan Semiconductor Manufacturing Company (NYSE: TSM) probably isn't the first name you'd think of when listing companies that would be affected by a war in the Middle East, but its operations require tons of electricity, as well as other elements that are feeling the impact. Image source: The Motley Fool. Continue reading
utah778/iStock via Getty Images Key Takeaways Markets: The first quarter of 2026 was characterized by elevated geopolitical risk and accelerating AI-driven disruption across the software sector and its incumbent business models. The period was shaped by a series of international developments, including the capture and indictment of Nicolás Maduro, escalating diplomatic tensions between the US and ...
utah778/iStock via Getty Images Key Takeaways Markets: The first quarter of 2026 was characterized by elevated geopolitical risk and accelerating AI-driven disruption across the software sector and its incumbent business models. The period was shaped by a series of international developments, including the capture and indictment of Nicolás Maduro, escalating diplomatic tensions between the US and European NATO allies over Greenland, and a US-Israeli military operation against Iran. Contributors: Duration positioning was beneficial to performance. Detractors: Yield-curve positioning was a slight detractor from performance. Outlook: Geopolitical tensions remain a defining feature of the outlook, with the Middle East conflict introducing ongoing uncertainty and contributing to oil price volatility as supply routes face occasional disruption. Even with these pressures, the global economic backdrop is gradually improving as fiscal support, easier financial conditions and moderating inflation help strengthen the 2026 outlook. Performance Review The portfolios outperformed the benchmark (gross of fees, underperformed net of fees). Tactical duration positioning contributed to performance. Yield-curve positioning had a small negative impact on returns. Sector positioning and security selection did not have a meaningful impact on returns. Outlook In the US, policy tailwinds and deregulation continue to support activity despite signs of softer labor conditions. Europe and the United Kingdom face trade and labor-market challenges but easing inflation and selective fiscal measures offer stabilization. China's recovery remains policy-driven amid structural constraints, while Japan's persistent inflation supports further policy normalization. Credit markets remain supported by strong fundamentals and healthy demand, with issuance elevated by AI-related capex, M&A and refinancing needs. Average annual total returns (%) - as of March 31, 2026 Composite 3-Mo* 6-Mo* YTD* 1-Yr 3-Yr 5-Y...
The 2026 leaderboard among U.S. exploration and production heavyweights has a twist. Occidental Petroleum (NYSE:OXY), ConocoPhillips (NYSE:COP), and EOG Resources (NYSE:EOG) have each delivered hefty year-to-date share-price gains. The surprise is that the smallest of the trio is running out front. As of May 6, OXY stock is up 35% year to date (YTD), EOG ... Which Oil and Gas Stock Has Dominated i...
The 2026 leaderboard among U.S. exploration and production heavyweights has a twist. Occidental Petroleum (NYSE:OXY), ConocoPhillips (NYSE:COP), and EOG Resources (NYSE:EOG) have each delivered hefty year-to-date share-price gains. The surprise is that the smallest of the trio is running out front. As of May 6, OXY stock is up 35% year to date (YTD), EOG ... Which Oil and Gas Stock Has Dominated in 2026: Occidental Petroleum, ConocoPhillips, or EOG Resources?