Rivian (NASDAQ:RIVN) currently trades around $15, while Wall Street’s average price target sits at $18.16. That means analysts see roughly 21% upside for the stock today. Rivian designs and builds premium electric trucks, SUVs, and commercial vans, and is now betting its future on the R2 platform, a next-generation, lower-cost SUV designed for the mass market. ... Wall Street Sees 21% Upside for R...
Rivian (NASDAQ:RIVN) currently trades around $15, while Wall Street’s average price target sits at $18.16. That means analysts see roughly 21% upside for the stock today. Rivian designs and builds premium electric trucks, SUVs, and commercial vans, and is now betting its future on the R2 platform, a next-generation, lower-cost SUV designed for the mass market. ... Wall Street Sees 21% Upside for Rivian Despite R2 Pricing Disappointment
The conflict in the Middle East has added a considerable amount of uncertainty for investors. The semiconductor manufacturing process depends on helium coming from the Middle East, which could cool investors on such stocks. Investors may also want to avoid companies dependent on supply chains and the increasingly pricey fuel needed to run those. Fortunately, many of the top artificial intelligence...
The conflict in the Middle East has added a considerable amount of uncertainty for investors. The semiconductor manufacturing process depends on helium coming from the Middle East, which could cool investors on such stocks. Investors may also want to avoid companies dependent on supply chains and the increasingly pricey fuel needed to run those. Fortunately, many of the top artificial intelligence (AI) stocks are companies based in the U.S., far away from the conflict. Moreover, the ones tied heavily to the software industry have little need for raw materials from the Middle East or supply chains, which could make them safe havens now and after the conflict ends. Continue reading
A second-string Nottingham Forest served up the shock of the Premier League weekend as they ran through an insipid Chelsea side in west London to keep their dual bid for Premier League safety and European glory alive. After Vítor Pereira announced eight changes from the team that beat Aston Villa in the Europa League semi-final first leg on Thursday night, and with the second leg just three days a...
A second-string Nottingham Forest served up the shock of the Premier League weekend as they ran through an insipid Chelsea side in west London to keep their dual bid for Premier League safety and European glory alive. After Vítor Pereira announced eight changes from the team that beat Aston Villa in the Europa League semi-final first leg on Thursday night, and with the second leg just three days away, the Forest boss said he had “changed the players but not the spirit” of his team. If there were eyebrows raised when the news came in, Pereira’s appraisal turned out to be entirely correct. His understudies – led by the two-goal Taiwo Awoniyi and the winger Dilane Bakwa – were every inch the match of the many amortised investments that lined up for their opponents. Continue reading...
Counter-terror police investigate latest incident after series of attacks on Jewish-linked premises Two people have been arrested as part of a counter-terrorism investigation into a suspected arson attack at a memorial wall in Golders Green. A 46-year-old man and a 38-year-old woman were arrested on Monday morning at an address in Romford, east London, where officers were also carrying outsearches...
Counter-terror police investigate latest incident after series of attacks on Jewish-linked premises Two people have been arrested as part of a counter-terrorism investigation into a suspected arson attack at a memorial wall in Golders Green. A 46-year-old man and a 38-year-old woman were arrested on Monday morning at an address in Romford, east London, where officers were also carrying outsearches, the Metropolitan police said. Continue reading...
Shares in UPS (NYSE: UPS) were down by 9.8% as of 11:45 a.m, as the market reacted negatively to the news that Amazon.com (NASDAQ: AMZN) had launched Amazon Supply Chain Services (ASCS), a business that offers a direct challenge to one of UPS's core end markets, namely small and medium-sized businesses (SMB). It's widely reported that UPS is voluntarily "gliding down" its delivery volumes for Amaz...
Shares in UPS (NYSE: UPS) were down by 9.8% as of 11:45 a.m, as the market reacted negatively to the news that Amazon.com (NASDAQ: AMZN) had launched Amazon Supply Chain Services (ASCS), a business that offers a direct challenge to one of UPS's core end markets, namely small and medium-sized businesses (SMB). It's widely reported that UPS is voluntarily "gliding down" its delivery volumes for Amazon. UPS aims to lower its Amazon volumes by 50% from the start of 2025 to the middle of 2026. The move makes perfect sense, as many of the deliveries were low- or even negative-margin for UPS, and the company continues to migrate its network toward more profitable deliveries in its core end markets, such as SMBs and healthcare. That said, it appears ASCS could pose a significant threat to UPS. The announcement couldn't have been any clearer. Just as Amazon developed cloud infrastructure to better run its business and then began offering its services to external customers as Amazon Web Services, so Amazon plans to sell its logistics and shipping capabilities to external customers as ASCS. Continue reading
NoDerog/iStock Unreleased via Getty Images Sandisk Corporation's ( SNDK ) fiscal Q3 earnings report - made on the 30th of April 2026 - showcased a company increasingly embedding itself within the AI space and with increasingly higher benefits as a result of. To deconstruct how this was accomplished, some background on the company's history would be in order. SanDisk: A Quick History Originally fou...
NoDerog/iStock Unreleased via Getty Images Sandisk Corporation's ( SNDK ) fiscal Q3 earnings report - made on the 30th of April 2026 - showcased a company increasingly embedding itself within the AI space and with increasingly higher benefits as a result of. To deconstruct how this was accomplished, some background on the company's history would be in order. SanDisk: A Quick History Originally founded in 1988 as "SunDisk" by Eli Harari, Sanjay Mehrotra, and Jack Yuan, SanDisk was instrumental in developing and commercializing the practical applications of base NAND flash memory technology developed by Toshiba a year earlier. This became an enduring relationship: both companies formed the memory industry's first joint venture in 1999 to develop and manufacture next-generation NAND flash, launched the world's first commercial NAND Multi-level Cell (MLC) 1Gb chip in 2001, co-invented the "SD Card" format, and spearheaded the development of 3D NAND technology. The company was acquired by Western Digital for $19 billion in 2016 and re-emerged as a standalone company after Western Digital spun it out on February 21, 2025. In 2018, Toshiba sold its memory business "Toshiba Memory Corporation", to a consortium led by Bain Capital for roughly $18 billion. Officially renamed "Kioxia Corporation," it is majority-owned by Bain Capital (51.1%) and other shareholders, while Toshiba retains a minority stake. In early 2025 - nearly in parallel with SanDisk's re-emergence—Kioxia completed a massive initial public offering (IPO) on the Tokyo Stock Exchange. SanDisk effectively continues its decades-long relationship with Toshiba's memory business as represented by Kioxia. It procures substantially all of its flash-based memory wafers from its business ventures with Kioxia, which are collectively referred to as "Flash Ventures", wherein it has a 49.9% ownership interest while Kioxia has a 50.1% ownership. All of their flash-based memory wafers are manufactured in facilities located in...
JHVEPhoto At its investor day discussing its opportunity in space, French-Italian semiconductor company STMicroelectronics ( STM ) said it is targeting more than $3B of space-related revenue by 2028. Noting that the company has been “at the heart” of Starlink's ( STRLK ) scale-up, SpaceX's ( SPACE ) satellite internet service, STMicro said it sees opportunity in the growing low-Earth orbit broadba...
JHVEPhoto At its investor day discussing its opportunity in space, French-Italian semiconductor company STMicroelectronics ( STM ) said it is targeting more than $3B of space-related revenue by 2028. Noting that the company has been “at the heart” of Starlink's ( STRLK ) scale-up, SpaceX's ( SPACE ) satellite internet service, STMicro said it sees opportunity in the growing low-Earth orbit broadband market. Currently, there are “several” thousands of dollars worth of STMicro content per Starlink satellite, STMicro said. “The STM32V8’s high computing performance and integration of large embedded memory and digital features were critical in meeting our demanding real-time processing requirements, while providing a higher level of reliability and robustness to Low Earth Orbit environment, thanks to the 18nm FD-SOI technology.” Michael Nicolls, Vice President, Starlink Engineering at SpaceX, said in a statement. The low-Earth orbit serviceable addressable market is forecast to reach around $3B by 2030, roughly four times the size when compared to 2025. STMicro is already offering a competitive Bipolar Complementary Metal-Oxide-Semiconductor, or BiCMOS, offering and has moved to offer high-volume Panel Level Packaging, the company said in an investor presentation seen by Seeking Alpha. Starlink's head of silicon, Deepak Bansal, said STMicro's BiCMOS technology has been a “key differentiator” that has allowed for Starlink to develop its terminal. “The technology has allowed us to build [the] most power and area-optimized RF Front-end modules,” Bansal said. By 2028, STMicro said its next BiCMOS generation should have increased performance for the Kuiper bands and above. And by 2030, STMicro believes it can move onto other satellite constellations and other geographies, including offerings from China. Additionally, STMicro said the recent talk of orbital data centers, which has been championed by Elon Musk and others, will be a further growth driver for the company. An STMi...
We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite stocks. Throughout 2025 and 2026, the CNBC TV host has defended the firm during periods of weak share price […]
We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite stocks. Throughout 2025 and 2026, the CNBC TV host has defended the firm during periods of weak share price […]
The dollar index (DXY00 ) today is up +0.19%. The dollar is receiving support today on an increase in safe-haven demand after crude oil prices gained when Iran's FARS news agency claimed that two missiles had hit a US warship after it had ignored warnings from entering the Strait of...
The dollar index (DXY00 ) today is up +0.19%. The dollar is receiving support today on an increase in safe-haven demand after crude oil prices gained when Iran's FARS news agency claimed that two missiles had hit a US warship after it had ignored warnings from entering the Strait of...
Shipping activity in the Persian Gulf is increasingly disrupted as commercial vessels steer clear of Tehran’s expanded control zone in the Strait of Hormuz. At least 13 ships have diverted from the area after reports that Iran extended its maritime reach from south of Mount Mobarak to Fujairah, and from west of Qeshm Island to Umm al-Quwain. The change in traffic patterns coincided with a UK Marit...
Shipping activity in the Persian Gulf is increasingly disrupted as commercial vessels steer clear of Tehran’s expanded control zone in the Strait of Hormuz. At least 13 ships have diverted from the area after reports that Iran extended its maritime reach from south of Mount Mobarak to Fujairah, and from west of Qeshm Island to Umm al-Quwain. The change in traffic patterns coincided with a UK Maritime Trade Operations warning about unidentified radio instructions, highlighting uncertainty for vessels operating in the region. The alert has reinforced caution among ship operators already facing elevated security concerns. Transit through the Strait of Hormuz remained largely halted on Monday as tensions intensified, with ships attacked and the US beginning operations to guide vessels out of the waterway. US Central Command said two American-flagged merchant vessels had successfully passed through, while emphasizing efforts to restore commercial movement. Traffic on the Gulf of Oman side has not retreated to the same extent, but the increase in diversions within the Persian Gulf signals deepening concern across the shipping sector.
We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer. Chip manufacturing giant Intel Corporation (NASDAQ:INTC)’s shares have been on a tear lately. They are up by a whopping 383% over the past year and by 152% year-to-date. […]
We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer. Chip manufacturing giant Intel Corporation (NASDAQ:INTC)’s shares have been on a tear lately. They are up by a whopping 383% over the past year and by 152% year-to-date. […]
3 Dead, 149 Trapped Onboard: Track Cruise Ship With Suspected Deadly Virus Outbreak A luxury cruise ship carrying 149 passengers and crew is facing a suspected hantavirus outbreak that has already left three people dead. The vessel is currently anchored offshore near Cape Verde , the island nation in the central Atlantic off the west coast of Africa, as health officials rush to assess the scale of...
3 Dead, 149 Trapped Onboard: Track Cruise Ship With Suspected Deadly Virus Outbreak A luxury cruise ship carrying 149 passengers and crew is facing a suspected hantavirus outbreak that has already left three people dead. The vessel is currently anchored offshore near Cape Verde , the island nation in the central Atlantic off the west coast of Africa, as health officials rush to assess the scale of the outbreak. The MV Hondius is currently anchored offshore near Praia , the capital and largest city of Cape Verde. Ship-tracking data show the vessel anchored just off the coast on Sunday after transiting from Argentina, with its prior voyage originating near the Antarctic Peninsula . Track the virus-plagued ship. Hondius's operator, Oceanwide Expeditions, told BBC News that a Dutch husband and wife, as well as a German national, had died but did not reveal the cause of death. However, the Dutch company said hantavirus was confirmed in a 69-year-old UK national who is in intensive care in Johannesburg, South Africa. The main transmission risk of the deadly virus to humans is through infected rodent urine, droppings, saliva, or contaminated dust, especially in poorly ventilated areas. People can inhale contaminated particles when rodent waste is disturbed. Oceanwide Expeditions confirmed two other crew members on board " with acute respiratory symptoms, one mild and one severe. " "It is not entirely uncommon for rodents to hitch a ride on a ship, which would be one possibility ," Charlotte Hammer, assistant professor and infectious disease epidemiologist at the University of Cambridge, told the UK Science Media Center. Hammer noted, "People having been infected when the ship last made port in Argentina is another possibility. The last possibility would be human-to- human transmission, which, particularly at scale, would be very unlikely." Bloomberg quoted the World Health Organization, which is "facilitating coordination between member states and the ship's operators for ...
MicroStockHub Cantor Fitzgerald’s latest bi-weekly equity report reinforces a constructive outlook for U.S. stocks, citing a powerful and accelerating earnings backdrop that continues to outpace market pricing. The investment institution highlighted that forward earnings estimates for the S&P 500 ( SP500 ) have been steadily revised higher over the past several months, a trend it views as a key dr...
MicroStockHub Cantor Fitzgerald’s latest bi-weekly equity report reinforces a constructive outlook for U.S. stocks, citing a powerful and accelerating earnings backdrop that continues to outpace market pricing. The investment institution highlighted that forward earnings estimates for the S&P 500 ( SP500 ) have been steadily revised higher over the past several months, a trend it views as a key driver of equity performance. Notably, analysts’ projections are climbing faster than share prices, suggesting that valuations may have room to expand if current trends persist. According to Cantor Fitzgerald, this earnings momentum is being fueled in large part by the rapid integration of artificial intelligence across industries, impacting a broad swath of companies that make up the index. The investor report also underscores expectations for continued strength in corporate margins, supported by productivity gains and resilient demand. Despite concerns around elevated energy costs, the firm maintains that the U.S. economy remains sufficiently robust to absorb higher oil prices without derailing growth. Overall, Cantor Fitzgerald sees a favorable environment for equities, with rising earnings and economic durability forming a supportive foundation for further market gains. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Elon Musk vs. OpenAI case: Prediction markets turn bearish on Musk Palantir Technologies earnings preview: Prediction markets signal key themes Hedge funds dump info tech for the second week as de-risking accelerates S&P 500: No Rest, Rotations Will Carry It Higher (Technical Analysis) Will Powell Have Influence When Kevin Warsh Assumes The Role As Fed Chairman?
Douglas Rissing/iStock via Getty Images Market Overview While a number of broad equity indexes established new all-time highs early in the new year, rumors of war and the war itself weighed on investor sentiment. Relatively benign first quarter declines belie the severity of the selloff experienced following the February 28 attack on Iran by US and Israeli forces. While the S&P 500 Index lost 4.3%...
Douglas Rissing/iStock via Getty Images Market Overview While a number of broad equity indexes established new all-time highs early in the new year, rumors of war and the war itself weighed on investor sentiment. Relatively benign first quarter declines belie the severity of the selloff experienced following the February 28 attack on Iran by US and Israeli forces. While the S&P 500 Index lost 4.3% for the period as a whole, it was down more than 9% from its peak. Similarly, the MSCI EAFE Index’s decline of 1.2% during the quarter obscures a peak-to-trough loss of more than 11%.1 Impulsive Behaviors Our commentaries in recent quarters have repeatedly called attention to the very low risk perception evident in financial markets broadly, as corroborated by high equity market valuations, tight credit spreads and low implied volatility. As we entered the year, these Goldilocks conditions were not entirely without support. Corporate earnings expectations were strong, economic activity was picking up, and hyperscalers continued to direct massive levels of capex toward supporting their ambitions in artificial intelligence. At the same time, expectations of lower interest rates had investors looking forward to easier financial conditions. The war in Iran has altered the Goldilocks narrative. The primary economic disruption of the attack on Iran was the shock to the global energy supply chain. In addition to assaulting major Middle East energy hubs, Iran quickly moved to shut down the Strait of Hormuz, the narrow seaway between the Persian Gulf and the Gulf of Oman through which approximately 20% of the world’s oil and liquefied natural gas (LNG) supply passes along with a large range of petrochemical inputs and end products. Commodity prices responded violently, with oil and LNG prices climbing more than 50% and 85%, respectively. Fertilizer prices, too, have soared just in time for spring planting season in the northern hemisphere; the Strait handles a large share of the gl...