Why the iShares Semiconductor ETF Jumped 40% in April The Motley Fool

Source: Bloomberg, 0:00

(RTTNews) - Amgen Inc. (AMGN) Monday revealed its plan to invest an additional $300 million in its U.S. manufacturing network to further advance U.S.-based production capacity. The investment in Juncos, Puerto Rico is expected to enhance next-generation technologies and support a

(RTTNews) - Trex Company, Inc. (TREX), a manufacturer of wood-alternative composite decking and railing, Monday announced that it has appointed Zachary Lauer as its Chief Operating Officer and Senior Vice President.

OpenAI ( OPENAI ) has reportedly raised over $4B for a new joint venture, focusing on helping businesses adopt its artificial intelligence software. The new venture, The Deployment Company, is backed by 19 investors, including TPG, Brookfield Asset Management, Advent, and Bain Capital, Bloomberg reported on Monday, citing a person familiar with the matter. According to the report, the deal values the company at $10B, excluding the newly raised money. The article added that OpenAI will hold a majority stake in the new venture and maintain control, with additional partners including Dragoneer Investment Group and SoftBank Group, as well as a mix of consulting firms, among others. OpenAI’s partners in the new joint venture have access to a portfolio of over 2,000 companies and clients, and OpenAI aims to leverage these relationships to drive broader AI adoption, Bloomberg said. TPG and OpenAI did not immediately respond to a Seeking Alpha comment request. Microsoft-backed OpenAI last month said that its chief operating officer, Brad Lightcap, will shift into a new role and lead special projects while reporting directly to CEO Sam Altman. Lightcap would oversee OpenAI’s push to sell software to businesses through a joint venture with a private equity firm. OpenAI and its rival Anthropic ( ANTHRO ) are trying hard to convince businesses to pay for their AI software as both move closer to an initial public offering, potentially as soon as this year. According to Bloomberg’s report, Anthropic is also in talks with private equity firms to form a similar joint venture to sell its Claude AI technology. Both companies are focused on sectors like financial services and healthcare to boost their sales. More on OpenAI Wall Street Lunch: UAE Blindsides Oil Market With OPEC Exit Plan Wall Street Lunch: OpenAI Loosens Exclusivity In Revised Microsoft Pact Nadella's Flip-Flop Index funds race to capture hot IPOs like SpaceX and OpenAI Musk lawsuit shouldn't have major impact on OpenA...

Prime Minister Mark Carney ’s government unveiled measures worth C$1.5 billion ($1.1 billion) to help Canadian firms hurt by the Trump administration’s changes to US tariffs on imports containing steel, aluminum and copper. The change in early April put a 25% surcharge on the total value of products that contain these metals. Previously, the US applied a 50% tariff only to the actual metal content inside the products, but importers complained that regime was too complicated in practice. The change has been devastating to some Canadian businesses. Last month BRP Inc. , which makes recreational vehicles such as Sea-Doo watercraft and Ski-Doo snowmobiles, withdrew its financial outlook for the 2027 fiscal year due to the tariff shift, which it expected would add C$500 million in costs. The Canadian support program, announced Monday by Industry Minister Melanie Joly , creates a C$1 billion program administered by the Business Development Bank of Canada to provide financing “at favorable terms” to help firms impacted by the tariff changes. “This new program aligns with the government’s priority to provide rapid liquidity to viable businesses facing significant economic challenges as a result of US steel, aluminum and copper tariffs,” Joly’s office said in a news release. “The government expects Canada’s financial institutions to continue to work with the businesses as we lean in collectively to support this sector.” The government is also adding C$500 million to an existing program called the Regional Tariff Response Initiative , which provides grants for smaller-sized manufacturing firms to help diversify their products and install new technology. The US and Canadian governments have not yet started formal talks on reviewing the United States-Canada-Mexico Agreement, which governs trade in North America. But Carney has said he’s optimistic about making progress on sectoral tariffs — such as the levies on metals — as part of broader trade discussions with the Trump admin...

美股道指早段跌逾200點。

美股道指早段跌逾200點。

Microsoft Stock (MSFT) in May 2026: Profit, Loss, or Stagnation? Watcher Guru

Berkshire Hathaway (BRK-A, BRK-B) CEO Greg Abel presided over his first annual shareholder meeting since taking over as chief executive from Warren Buffett at the start of this year. Buffett is still the company's executive chairman. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer react to Berkshire's stock buyback program and the takeaways from the event.

adventtr Quantum computing firm IonQ ( IONQ ) is set to report first-quarter results this week, and Wedbush Securities said it could see tailwinds from “both ways of the Beltway.” “Following broadly negative sentiment on the quantum sector through much of 1Q26, NVDA's April 14 launch of its Ising open AI models (aiming to deliver up to 2.5x faster and 3x more accurate error correction decoding) to accelerate the path to useful quantum computers proved to be a significant inflection point for the industry (with most quantum stocks lifting 20%+ on the news),” Wedbush Securities analyst Antoine Legault wrote in a note to clients. “At a moment when the sector was actively searching for a credibility catalyst, we view this endorsement as creating a meaningful shift in investor perception which we believe was one of the main drivers behind the recent broad sector re-rating.” Legault, who has an Outperform rating and a $60 price target on IonQ, said the company was cited by Nvidia ( NVDA ) as one of the early adopters of the Ising Calibration. “We believe this signals that IONQ's trapped-ion architecture is being recognized by the industry's most influential infrastructure player as production-ready and technically credible,” Legault explained, adding he believes it deepens the relationship between the two companies. IonQ is set to report first-quarter results after the close of trading on May 6. A consensus of analysts expects the company to lose an adjusted $0.51 per share on $49.69M in revenue. More on IonQ IonQ: Q-Day Deep Dive IonQ's Next Phase Has Begun IonQ's Edge Over Rigetti Widens, But Market Timing Delays Pay Off IonQ's blueprint for scalable, fault-tolerant quantum suggests industry shift: Wedbush Most shorted large cap stocks as of mid-April

Memory stocks such as Micron and SanDisk collectively reached new highs! Micron's CEO: AI is just beginning, but memory supply is already insufficient; this year’s DRAM and NAND demand may consume over half of the market. 富途牛牛

It's closer than you might realize.

Key PointsAmazon reported solid results for the first quarter.

According to a recent SEC filing , Uptick Partners, LLC bought 72,967 additional shares of Strive 500 ETF (NYSE:STRV) during the first quarter of 2026. The estimated transaction value was $3.2 million, calculated using the quarter’s average closing price. As a result, the fund's quarter-end position in STRV stood at 485,633 shares valued at approximately $20.4 million. Strive 500 ETF (STRV) is a passively managed fund designed to closely track the performance of the S&P 500 Index. Uptick Partners' decision to add nearly 73,000 shares of STRV during the first quarter is a straightforward vote of confidence in plain-vanilla U.S. large-cap equity exposure. For a diversified wealth manager, leaning into a low-cost S&P 500 tracker is about as basic as it gets -- and the timing doesn't look bad in hindsight, either. Since the end of Q1, STRV has gained about 11%. Continue reading

JLens Urges Shareholders of Meta Platforms to Vote for its Proposal marketscreener.com

iQoncept/iStock via Getty Images Short interest data from late April indicates varying investor feelings in the healthcare sector, with strong bearish bets on biotechnology and telehealth through May 2026. Telehealth and biotechnology are facing bearish sentiment due to concerns over clinical outcomes. Hims & Hers Health has the highest short interest at 31.78%, followed by Tango Therapeutics at 27.90% and Acadia Healthcare at 24.07%. In contrast, established companies like Eli Lilly ( LLY ) and Johnson & Johnson ( JNJ ) have minimal short positions. The healthcare sector remains a notable laggard in 2026. Despite a 5.62% year-to-date rally in the S&P 500, the Health Care Select Sector SPDR® Fund ( XLV ) has moved in the opposite direction, posting a 6.23% decline despite its substantial 12.1% weighting in the benchmark. Here are the top 5 most shorted mid- to mega-cap healthcare stocks (as a % of shares outstanding) as of April 30: Hims & Hers Health ( HIMS ) - Health Care Services sector, short interest 31.78% Tango Therapeutics ( TNGX ) – Biotechnology sector, short interest 27.90% Acadia Healthcare Company ( ACHC ) - Health Care Facilities sector, short interest 24.07% Sarepta Therapeutics ( SRPT ) – Biotechnology sector, short interest 24.00% Twist Bioscience Corporation ( TWST ) – Biotechnology sector, short interest 23.69% Here are the five least shorted mid- to mega-cap healthcare stocks (as a % of shares outstanding) as of April 30: Johnson & Johnson ( JNJ ) – Pharmaceuticals sector, short interest 0.82% Eli Lilly and Company ( LLY ) – Pharmaceuticals sector, short interest 0.91% MiniMed Group ( MMED ) - Health Care Supplies, short interest 1.02% BeOne Medicines AG ( ONC ) - Biotechnology , short interest 1.04% Bausch + Lomb Corporation ( BLCO ) - Health Care Supplies, short interest 1.04% Health Care ETFs: ( XLV ), ( VHT ), ( IHI ), ( IXJ ), ( IYH ), ( FHLC ), ( XPH ), ( PPH ), ( IBB ), ( IHE ), ( IBBQ ) and ( FXH ). More on the healthcare sector: Trump's ...

Elon Musk messaged OpenAI President Greg Brockman two days before the start of his courtroom showdown against the artificial intelligence startup to gauge the ChatGPT maker’s interest in settling the case, according to a legal filing. In response, Brockman suggested that both sides drop their respective claims, lawyers for OpenAI said in the filing late Sunday. Musk allegedly fired back: “By the end of this week, you and Sam will be the most hated men in America,” the world’s richest man wrote, referring to OpenAI’s Sam Altman . “If you insist, so it will be.” Typically, communications about possible settlement negotiations are not admissible as evidence at trial. However, OpenAI’s lawyers are asking the judge presiding over the case to allow them to admit the message because they said it shows “that Mr. Musk’s motivation in pursuing this lawsuit is to attack a competitor and its principals.” Brockman is now expected to testify on Monday morning, marking one of the most high-profile appearances in the trial so far. He is likely to face probing questions about his his personal digital journal from Musk’s lawyers. The private notes from almost a decade ago have been presented by Musk’s legal team as evidence that Brockman and Altman planned to abandon the company’s nonprofit mission before Musk left the board in 2018. The trial that’s headed into its second week in federal court in Oakland, California, carries high stakes for OpenAI because Musk is seeking tens of billions of dollar in damages, the removal of Altman and Brockman from their leadership roles and the unwinding of the ChatGPT maker’s for-profit conversion that was completed in October. Altman Versus Musk: How the Biggest Feud In Tech Landed in Court In his own testimony last week, Musk spent hours recalling how a rift grew with his fellow OpenAI co-founders over differing visions of who should lead the company and how to structure it to keep pace with Google and other well-heeled rivals in the AI race. In...

Key PointsBerkshire Hathaway held its annual meeting on May 2.

We Are/DigitalVision via Getty Images The AllianceBernstein Global High Income Fund ( AWF ) is a closed-end fund, or CEF, that aims to provide its investors with a very high level of current income by investing in a portfolio of government and corporate bonds issued by entities that are located in countries all over the world. Regular readers will likely be among the first to recall that I have been reluctant to invest in any bond fund, which is mostly due to the fact that both the United States and most other developed countries are entering into an era of high fiscal deficits and fiscal dominance that could force central banks to keep interest rates suppressed and bond returns negative in real terms. The exception to this might be some global bond funds, particularly those that invest in emerging markets or one of the handful of developed markets that still have sound fiscal outlooks. The AllianceBernstein Global High Income Fund bills itself as a global bond fund, so there might be a reason for us to watch it for that reason. This fund also has a 7.47% yield at the current share price, which is much better than any of the domestic or global bond indices and therefore might be attractive to those investors who want to earn a high level of income from their assets. About The AllianceBernstein Global High Income Fund The website for the AllianceBernstein Global High Income Fund offers the following description of the fund: A globally diversified portfolio that takes full advantage of our best research ideas by pursuing high-income opportunities across all fixed-income sectors. The website also states: [The Fund] invests primarily (and without limit) in corporate debt securities from US and non-US issuers, as well as government bonds from both developing and developed countries, including the US. These two descriptions together suggest that this fund’s portfolio can be invested in just about any type of debt security that the fund’s management believes offers the bes...

騰訊控股(00700)出現大手賣出5萬股，成交價$473.6，涉資2.368千萬 AASTOCKS.com

JHVEPhoto/iStock Editorial via Getty Images Sometimes one of your stocks that you have been investing in, it finally gets a break , and does that feel good when it does. I've been writing on Chemours Company ( CC ) for years, and I've been investing in it for quite some time - mostly when it has been what I view as undeniably cheap , even accounting for all of the risks inherent to the company. Well, Chemours has finally seen a bit of a turnaround. Initially, I thought the Feb-March climb and the disruption to that climb that came would be "it", only for the company to climb and keep climbing. Since my last piece, which by the way you can find here, you'll see that the company has outperformed the market by a factor of over 20x. An 82%+ RoR marks a period of what I would consider full reversal. Seeking Alpha Chemours RoR You can find my previous article on the company here. Chemours has not been easy to invest in at every juncture of my coverage. Combined risks from legacy and residual historical impacts, with headwinds in the market derived from both labor, feedstock, and other products, have kept this company "down", and have kept it volatile for some time. Throughout it all, I've focused on what I view(ed) as the likely value of its operations, and the appeal of its refrigerant segment, which I viewed as the difference-maker for the company. While it's still too early to discuss the eventual turnout of everything, my position at this point, inclusive of the dividends paid, is close to 100% RoR, and this goes into my "books" as a clear success of valuation-guided investing - which is what I focus on almost exclusively. In this article, I'll provide you with an update and see where things could go from here. Is Chemours still attractive, and can it be profitably invested in here, or has "the worm turned", and investors need to look elsewhere? It should be noted that the company for parts of its coverage, has been more of a speculative stock. I'm not at all averse t...

智通财经获悉，人工智能(AI)芯片制造商兼数据中心运营商Cerebras Systems正计划通过首次公开募股(IPO)筹集多达35亿美元，以在这个炙手可热的领域与竞争对手抗衡。根据Cerebras向美国证券交易委员会(SEC)提交的文件，该公司将以每股115至125美元的价格发行2800万股股票。根据交易条款，此次IPO预计将于5月13日定价。Cerebras计划在纳斯达克全球精选市场上市，代码为“CBRS”。 根据文件中的已发行股份计算，按发行价区间上限计算，Cerebras的市值将达到266亿美元。而根据媒体计算，计入股票期权、限制性股票单位和认股权证后，该公司的摊薄估值约为330亿美元。文件显示，Cerebras 2025年的净利润为8790万美元、收入为5.1亿美元，而前一年净亏损4.848亿美元、收入为2.903亿美元。 据知情人士透露， 在当前半导体板块行情高歌猛进、费城半导体指数年内涨幅已达50%之际，承接本次IPO项目的投行已收到超100亿美元的潜在认购意向。 Cerebras是越来越多寻求挑战英伟达(NVDA.US)的公司之一，后者是芯片制造领域毫无疑问的市场领导者。Cerebras制造大型芯片，该公司称这有助于容纳这些芯片的定制计算机处理海量数据。据该公司首席执行官安德鲁·费尔德曼称，其硬件运行人工智能模型的速度比英伟达更快。 此次上市正值美国IPO活动激增之际，如果SpaceX成功筹集其目标中的750亿美元，这可能会成为有史以来规模最大的上市交易。数据显示，今年迄今为止，不包括空白支票公司和其他金融工具，在美国交易所上市的IPO已筹集176亿美元，而去年同期这一数字接近100亿美元。 Cerebras与人工智能领域的几家顶级公司都有联系。今年早些时候，亚马逊(AMZN.US)表示，计划将Cerebras的芯片与其自有的Trainium处理器一起用于运行人工智能软件，这标志着首家大型超大规模计算公司承诺使用该公司的产品。 Cerebras于1月份与OpenAI签署了一项为期多年、价值200亿美元的协议，OpenAI将使用其硬件获得750兆瓦的计算能力。2月份，OpenAI发布了首个在Cerebras上运行的人工智能模型。OpenAI还借给Cerebras10亿美元作为营运资金。文件显示，OpenAI持有3330万份Cerebras股票的认股权证...

The Nasdaq Composite (^IXIC) is leaning on its biggest tech names this morning to absorb a fresh oil shock, with index futures hovering near flat after climbing well off their overnight lows. A 3% spike in crude on renewed Iran tensions is the main drag, but blowout earnings from Alphabet and Amazon late last week ... Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience

April was an impressive month for the major stock market averages — and while May is usually the beginning of a seasonally weak period for stocks, recent momentum might just continue in the month ahead. Last month, the S & P 500 soared more than 10%, its best month since November 2020. The Nasdaq Composite , which climbed more than 15%, saw its strongest monthly performance since April 2020, and the Dow Jones Industrial Average jumped roughly 7% — its largest monthly gain since November 2024. .SPX mountain 2026-04-01 S & P 500, performance since April "Surprisingly strong earnings growth seems to be the driver of recent market action, as investors have placed the oil supply issue on the back burner," Sam Stovall, CFRA Research's chief investment strategist, wrote in a Monday note. The S & P 500's April performance was the index's second-best performance for that month since 1945, according to Stovall. That could herald more gains to come. When looking at the top 25 April results since World War II, the strategist found that in those instances the broad market index increased an average 2% in May, rising 88% of the time that month. But higher oil prices this time around may throw a wrench into that scenario as the vital Strait of Hormuz at the mouth of the Persian Gulf remains blockaded. Oil prices were higher on Monday as tensions between the U.S. and Iran were heightened in the key passageway. Notably, the S & P 500 energy sector underperformed the wider market in April, dropping more than 3%.

北京时间5月4日晚，美股周一开盘涨跌不一。中东最新局势发展推高油价，进一步引发对该地区不稳定的担忧。本周后期市场将关注非农就业报告。 道指跌176.76点，跌幅为0.36%，报49322.51点；标普500指数跌8.37点，跌幅为0.12%，报7221.75点；纳指涨5.486点，涨幅为0.02%，报25119.929点。 中东局势仍是焦点。伊朗声称在霍尔木兹海峡袭击了美国军舰的报道相互矛盾，但美国军方否认了这一报道。 此外，伊朗媒体报道称一艘船只被从霍尔木兹海峡驱离。 据报道，伊朗海军表示已阻止“美国-犹太复国主义”军舰进入该区域。另一则报道称，两枚导弹击中了一艘在贾斯克岛附近无视警告的美国军舰，不过这两则报道均未得到独立证实。 美国中央司令部随后在X平台上发帖称，“没有美国海军舰艇遭到袭击”。 周一油价全面飙升。美国西德克萨斯中质原油期货上涨3%，交易于每桶105美元上方，而国际基准布伦特原油上涨3%，升至每桶111美元上方。在有关质疑伊朗报道的消息传出后，能源价格也从早些时候的高点回落。 在周日的一条Truth Social帖子中，美国总统唐纳德-特朗普宣布了“自由计划”，他表示该计划意味着美国将帮助“解放”那些未卷入中东冲突、因霍尔木兹海峡关闭而滞留的国家的货船。特朗普写道，该倡议定于周一开始。 特朗普在帖子中说：“我已告知我的代表们，让他们通知这些国家，我们将尽最大努力将其船只和船员安全地带出海峡。无论如何，他们表示在相关区域变得安全之前不会返回。”但特朗普在Truth Social上的帖子没有说明这一行动将如何展开。 特朗普作出这一宣布之前，伊朗周日表示已收到美国对其最新和平谈判提议的回应。 此前据报道，伊朗周五通过巴基斯坦调解人发送了一份更新的和平建议，增强了投资者对可能与美国达成解决方案的乐观情绪。然而，特朗普随后在周五晚些时候表示，他对德黑兰的提议并不满意，称该国提出交易“只是因为他们的军队已经打光了”。 近日，投资者对中东局势的乐观情绪以及强劲的第一季度财报季推动股市创下新高。 美国银行 策略师奈杰尔-塔珀（Nigel Tupper）认为未来仍有理由保持看涨。 塔珀在周五给客户的一份报告中写道：“强劲的全球盈利周期和几个持续存在的投资主题仍然支持全球股市的回报。” 沃尔夫研究公司（Wolfe Research）首席投资策略师克里斯-塞涅克（Chr...

Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns TechStock²

The quality of Big Tech earnings may not matter much right now as everyone gets swept up into the AI boom. But at some point, investors will be questioning how strong they really are.

《科创板日报》5月4日讯 （评论员 田野） 近日，豆包AI官宣在免费版基础上新增多档付费订阅服务，聚焦PPT生成、数据分析等高阶生产力场景，引发行业与用户热议。 字节跳动这一动作背后暗藏算力成本重压与行业竞争博弈，我们需以辩证、理性的视角看待这场商业化探索。 AI大模型的运营，是一场算力与电力的“烧钱”竞赛。作为不折不扣的“电老虎”，电力成本占据AI大模型运营成本的60%-70%，单次AI推理耗电量是普通网络检索的数十倍，复杂生产力任务则是需要海量算力支撑、耗费巨额推理成本。 从模型研发、算力硬件采购到日常运维，大模型厂商始终背负着沉重的成本压力，即便是字节跳动这样的科技超级大厂，也难以长期承担免费服务带来的巨额成本消耗，探索付费盈利模式成为行业共同的破局方向。 看待豆包付费服务，理应秉持辩证思维。从商业逻辑来看，天下没有永远免费的午餐，AI大模型的技术迭代、算力升级、服务优化都需要持续的资金投入，若始终缺乏稳定盈利模式，行业发展终将陷入不可持续的困境。 当前AI大模型行业竞争已然进入白热化阶段，各大厂商均陷入“不敢轻易全面收费”的两难境地，免费模式带来的庞大用户流量是市场立足的核心，贸然全面收费极易流失用户、丧失市场份额，因此“基础免费、增值付费”成为一种渐进式方案。 但是，大模型厂商推进付费商业化的同时，必须坚守普惠服务底线，绝不能因为推出付费服务，就刻意降低免费客户的服务质量，更不能人为削减免费版AI的智能水准。 免费服务是人工智能普惠化的核心载体，是触达大众、普及AI应用的基础，也是厂商积累用户信任、打造产品口碑的根本。即便要通过高阶付费功能挖掘商业价值，也要保证免费版模型的核心问答、逻辑推理、信息解析等基础智能能力保持稳定，不随意缩减免费服务频次、不降低响应速度、不人为设置服务壁垒，这是行业商业化探索的前提，也是赢得用户认可的关键。 对于普通用户而言，无需对AI付费模式过度焦虑，同时，也希望豆包等厂商通过付费模式，既保障AI服务的普惠性，又反哺技术研发，创新产品，最终实现更大的经济、社会价值。

格隆汇5月4日｜美股盘前，受伊美局势影响，黄金、油价盘前大幅波动。美股开盘涨跌不一，标普500指数跌0.08%，道指跌0.29%，纳指涨0.02%。 中概股方面，理想汽车涨2.65%，阿里巴巴涨1.83%，哔哩哔哩跌1.23%，网易跌1.25%，携程跌1.48% 比特币一度升破80000美元/枚，加密货币概念股盘前集体上涨，Coinbase涨超4%，Strategy涨超2%，Circle涨超7%。 存储概念股走强，闪迪涨3.2%、美光科技涨4%。