Alphabet ( GOOG ) ( GOOGL ) is in focus on Wednesday after the company's Google I/O developer conference. The event showcased Google's intense push to make Gemini 2.5 the core intelligence layer across search, Chrome, Android, and developer tools, with new models (Pro and Flash), a conversational AI mode in search, and deeper client-side AI via Gemini Nano. The event also introduced advanced media...
Alphabet ( GOOG ) ( GOOGL ) is in focus on Wednesday after the company's Google I/O developer conference. The event showcased Google's intense push to make Gemini 2.5 the core intelligence layer across search, Chrome, Android, and developer tools, with new models (Pro and Flash), a conversational AI mode in search, and deeper client-side AI via Gemini Nano. The event also introduced advanced media tools like Veo 3 and Flow for 4K AI video with native audio and new agentic dev tooling such as Google AI Studio, Firebase Studio, and Jules. Weighing in on Google I/O, Needham analyst Laura Martin wrote that one of the firm's key takeaways is that Amazon's ( AMZN ) core business is threatened by Google's broad e-commerce agenda. She noted that Google's Universal Cart and other AI-driven shopping tools underscore the company's vision to be the discovery, consideration, and shopping agent that makes it straightforward to buy things without leaving the Google ecosystem. "This vision is a direct threat to AMZN's core eCommerce business. Related to Cloud, GOOGL's vision is to promote faster, cheaper Gemini models, agentic workflows, and developer tools, compared with AWS's Bedrock, SageMaker, and AmazonQ. GOOGL argues that its vertically integrated AI tech stack that includes its LLMs, cloud, apps, and consumer distribution should continue to take market share from AWS," she highlighted. Outside of e-commerce, Google is also positioning itself to be a threat to Hollywood. Google believes that AI-generated media will become the "default content layer." While Martin and her team are skeptical, it was noted that Google is convinced that AI videos, AI interfaces, AI-created apps, AI-created shopping experiences, and AI-created media workflows will be algorithmic, not human-created. Notably, Alphabet ( GOOG ) ( GOOGL ) raised its 2026 capital expenditure guidance to $180B to $190B amid the huge AI push. Shares of Alphabet ( GOOG ) ( GOOGL ) ticked 0.3% higher in premarket action. T...
Alphabet ( GOOG ) ( GOOGL ) is in focus on Wednesday after the company's Google I/O developer conference. The event showcased Google's intense push to make Gemini 2.5 the core intelligence layer across search, Chrome, Android, and developer tools, with new models (Pro and Flash), a conversational AI mode in search, and deeper client-side AI via Gemini Nano. The event also introduced advanced media...
Alphabet ( GOOG ) ( GOOGL ) is in focus on Wednesday after the company's Google I/O developer conference. The event showcased Google's intense push to make Gemini 2.5 the core intelligence layer across search, Chrome, Android, and developer tools, with new models (Pro and Flash), a conversational AI mode in search, and deeper client-side AI via Gemini Nano. The event also introduced advanced media tools like Veo 3 and Flow for 4K AI video with native audio and new agentic dev tooling such as Google AI Studio, Firebase Studio, and Jules. Weighing in on Google I/O, Needham analyst Laura Martin wrote that one of the firm's key takeaways is that Amazon's ( AMZN ) core business is threatened by Google's broad e-commerce agenda. She noted that Google's Universal Cart and other AI-driven shopping tools underscore the company's vision to be the discovery, consideration, and shopping agent that makes it straightforward to buy things without leaving the Google ecosystem. "This vision is a direct threat to AMZN's core eCommerce business. Related to Cloud, GOOGL's vision is to promote faster, cheaper Gemini models, agentic workflows, and developer tools, compared with AWS's Bedrock, SageMaker, and AmazonQ. GOOGL argues that its vertically integrated AI tech stack that includes its LLMs, cloud, apps, and consumer distribution should continue to take market share from AWS," she highlighted. Outside of e-commerce, Google is also positioning itself to be a threat to Hollywood. Google believes that AI-generated media will become the "default content layer." While Martin and her team are skeptical, it was noted that Google is convinced that AI videos, AI interfaces, AI-created apps, AI-created shopping experiences, and AI-created media workflows will be algorithmic, not human-created. Notably, Alphabet ( GOOG ) ( GOOGL ) raised its 2026 capital expenditure guidance to $180B to $190B amid the huge AI push. Shares of Alphabet ( GOOG ) ( GOOGL ) ticked 0.3% higher in premarket action. T...
TJX press release ( TJX ): Q1 GAAP EPS of $1.19 beats by $0.19 . Revenue of $14.32B (+9.2% Y/Y) beats by $310M . Q1 consolidated comparable sales increased 6%, well above the Company’s plan Q1 pretax profit margin of 12.0%, up 1.7 percentage points versus last year and well above the Company’s plan Second Quarter and Full Year Fiscal 2027 Outlook For the second quarter of Fiscal 2027, the Company ...
TJX press release ( TJX ): Q1 GAAP EPS of $1.19 beats by $0.19 . Revenue of $14.32B (+9.2% Y/Y) beats by $310M . Q1 consolidated comparable sales increased 6%, well above the Company’s plan Q1 pretax profit margin of 12.0%, up 1.7 percentage points versus last year and well above the Company’s plan Second Quarter and Full Year Fiscal 2027 Outlook For the second quarter of Fiscal 2027, the Company is planning consolidated comparable sales to be up 2% to 3%, pretax profit margin to be in the range of 11.4% to 11.5%, and diluted earnings per share to be in the range of $1.15 to $1.17 vs $1.19 consensus . For the full year Fiscal 2027, the Company is raising its consolidated comparable sales outlook to be up 3% to 4%. The Company is increasing its pretax profit margin outlook to be in the range of 11.9% to 12.0% and raising its diluted earnings per share outlook to be in the range of $5.08 to $5.15 (prior $4.93 to $5.02) vs $5.12 consensus . More on TJX The TJX Companies Q1 Preview: Expecting Slower Growth, Shares Fairly Valued The TJX Companies: Too High Price For An Off-Price Retailer TJX Companies: Premium Will Fade As Retailers Compete More On Price TJX Q1 2027 Earnings Preview TJX Companies, Ross Stores top names in an attractive vertical—Truist Securities
Turns out, loading up on technology giants isn’t the only route to better returns. Value companies, too, stand a decent chance of trouncing the market — as long as several conditions are met. Picking out winners in the group whose stocks are tied the most to the economy requires two steps, strategists at Bloomberg Intelligence say. First select companies with rising share prices, then narrow the l...
Turns out, loading up on technology giants isn’t the only route to better returns. Value companies, too, stand a decent chance of trouncing the market — as long as several conditions are met. Picking out winners in the group whose stocks are tied the most to the economy requires two steps, strategists at Bloomberg Intelligence say. First select companies with rising share prices, then narrow the list to only keep those with improving earnings. That portfolio returned 3,471% on a cumulative basis since 2000, more than eight times the advance in the S&P 500 Index , BI analysts led by Christopher Cain said in a note to clients . And it’s outperformed the benchmark equity gauge by more than two-fold this year through April, gaining 12.1% during that time. The finding offers solace to those worried that having too light a position in technology shares would lead to meager long-term returns. It also underscores the importance of factoring in a profit backdrop when picking stocks. Strip out the earnings filter from the portfolio, and its return drops to 2,170%. “This portfolio only invests in companies with improving fundamentals. That matters when valuations are stretched, since you’re buying companies that may look expensive but are expensive for a good reason,” said BI’s Cain. “It helps avoid buying stocks that trade at a premium without the underlying fundamentals to justify it.” Value stocks, the group comprising companies whose fortunes are closely tied to the economy, have spent the better part of the last decade trailing growth as investors chased companies at the forefront of digital transformation. The trend has reversed so far in 2026 as hostilities in the Middle East fueled a rally in energy shares and worries mounted that the euphoria around artificial intelligence has gone too far, too fast. The Russell 1000 Value Index has advanced 9.9% since early January, compared with a 4% gain in the Russell 1000 Growth Index . Chipmakers, the stock market’s biggest gain...
Investing.com -- Nvidia will report its first-quarter earnings after the close on Wednesday, with Wall Street watching closely to see whether another strong beat can refocus investor attention on artificial intelligence, or whether rising bond yields will continue to overshadow the results. In a note to clients, Wolfe Research analyst Chris Senyek framed the print as a market test, noting that whi...
Investing.com -- Nvidia will report its first-quarter earnings after the close on Wednesday, with Wall Street watching closely to see whether another strong beat can refocus investor attention on artificial intelligence, or whether rising bond yields will continue to overshadow the results. In a note to clients, Wolfe Research analyst Chris Senyek framed the print as a market test, noting that while Nvidia has beaten both revenue and earnings consensus estimates consistently over the past two years, "the relative price action (+1 day) after reporting has been weak." Senyek told investors that "today's report presents a test for markets and whether another 'double beat' is yet again a reason for investors to sell the news." Meanwhile, William Blair analyst Sebastien Naji expects Nvidia "will report another beat-and-raise quarter this week, with second-quarter revenue guidance likely to exceed $90 billion." Naji believes investor focus will center on Nvidia's non-GPU opportunities, including its networking business, the stand-alone Vera CPU rack opportunity and early traction for its Groq-based LPX chip. William Blair argued that those details will be key to reinforcing the view that Nvidia is "not just a chip company, but a system-level infrastructure company" capable of sustained revenue growth even as capital expenditure shifts to other parts of the technology stack. The firm rates the stock Outperform with a fair value estimate of approximately $300. Nvidia shares have lagged both the Philadelphia Semiconductor Index and the S&P 500 semiconductors year-to-date. Related articles Can Nvidia’s results shift market focus back to AI? These 2 stocks are best positioned to benefit from higher uranium prices: analyst This sector is 'poised for a big, beautiful year': Truist
Sundry Photography Analog Devices ( ADI ) shares fell 2% in premarket trading on Wednesday even as the analog semiconductor company reported fiscal second-quarter results that topped Wall Street's estimates. For the period ending May 2, Analog said it earned an adjusted $3.09 per share as revenue jumped 37.1% year-over-year to come in at $3.62B. All of Analog's markets saw growth, notably industri...
Sundry Photography Analog Devices ( ADI ) shares fell 2% in premarket trading on Wednesday even as the analog semiconductor company reported fiscal second-quarter results that topped Wall Street's estimates. For the period ending May 2, Analog said it earned an adjusted $3.09 per share as revenue jumped 37.1% year-over-year to come in at $3.62B. All of Analog's markets saw growth, notably industrial and communications, the company said. Operating cash flow for the past 12 months was $5.1B, while free cash flow was $4.6B. The company also returned $1.3B to shareholders in the form of dividends and buybacks during the quarter. Analysts had expected the company to earn $2.91 per share on an adjusted basis, with revenue of $3.52B. “ADI's second quarter revenue and earnings were above the high end of our outlook, reflecting the combination of record demand and sharp operational discipline,” said Analog Devices CEO and Chairman Vincent Roche in a statement . “Our innovation-led value creation strategy targets our customers' most complex and consequential challenges with a goal of delivering substantial and sustained business impact. We continue to invest to extend our technology performance leadership and enhance our long-term value for customers and shareholders alike.” Looking to the fiscal third-quarter, Analog said it expects adjusted earnings to be between $3.15 and $3.45 per share, with revenue between $3.8B and $4B. Analysts had expected $3.01 per share and $3.61B in revenue. In addition to the quarterly results, Analog's board of directors declared a $1.10 per share dividend. It's payable on June 16 to shareholders of record as of the close of June 2. The company will host a conference call at 10:00 a.m. ET to discuss the results. More on Analog Devices Analog Devices: Multiple Catalysts Driven By Multiple Megatrends Analog Devices: Strongest Growth Outlook Among DAO Peers Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging Analog Devices Non-GAA...
With a 5-year average revenue growth rate of 19.38%, Meta Platforms, Inc. (NASDAQ:META) is included among the 11 Best Long Term US Stocks to Buy Right Now. Meta Platforms (META) - Among the 11 Best Long Term US Stocks to Buy Right Now d8nn / Shutterstock.com Meta Platforms, Inc. (NASDAQ:META) is preparing for a major restructuring and round of layoffs scheduled for May 20, according to an internal...
With a 5-year average revenue growth rate of 19.38%, Meta Platforms, Inc. (NASDAQ:META) is included among the 11 Best Long Term US Stocks to Buy Right Now. Meta Platforms (META) - Among the 11 Best Long Term US Stocks to Buy Right Now d8nn / Shutterstock.com Meta Platforms, Inc. (NASDAQ:META) is preparing for a major restructuring and round of layoffs scheduled for May 20, according to an internal document reviewed by Reuters. The company plans to reduce about 10% of its workforce in the initial phase, with additional job cuts expected later in 2026 as Meta shifts more resources toward artificial intelligence initiatives. As part of the restructuring, Meta plans to move roughly 7,000 employees into AI-focused teams while also flattening management layers to create smaller and faster-moving groups. The company is eliminating thousands of managerial roles and closing around 6,000 open positions as part of the broader overhaul. Reuters reported that Meta is placing greater focus on projects tied to autonomous AI agents and automation tools. Employees have reportedly pushed back against some of the changes, especially the use of mouse-tracking software intended to help train AI systems. More than 1,000 workers are said to have signed a petition criticizing both the technology and management’s handling of the restructuring process. Meta Platforms, Inc. (NASDAQ:META) develops technologies focused on human connection through artificial intelligence and immersive platforms. Its products allow people to connect and share using mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality technologies, and wearables. While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best ...
With a 5-year average revenue growth rate of 19.38%, Meta Platforms, Inc. (NASDAQ:META) is included among the 11 Best Long Term US Stocks to Buy Right Now. Meta Platforms (META) - Among the 11 Best Long Term US Stocks to Buy Right Now d8nn / Shutterstock.com Meta Platforms, Inc. (NASDAQ:META) is preparing for a major restructuring and round of layoffs scheduled for May 20, according to an internal...
With a 5-year average revenue growth rate of 19.38%, Meta Platforms, Inc. (NASDAQ:META) is included among the 11 Best Long Term US Stocks to Buy Right Now. Meta Platforms (META) - Among the 11 Best Long Term US Stocks to Buy Right Now d8nn / Shutterstock.com Meta Platforms, Inc. (NASDAQ:META) is preparing for a major restructuring and round of layoffs scheduled for May 20, according to an internal document reviewed by Reuters. The company plans to reduce about 10% of its workforce in the initial phase, with additional job cuts expected later in 2026 as Meta shifts more resources toward artificial intelligence initiatives. As part of the restructuring, Meta plans to move roughly 7,000 employees into AI-focused teams while also flattening management layers to create smaller and faster-moving groups. The company is eliminating thousands of managerial roles and closing around 6,000 open positions as part of the broader overhaul. Reuters reported that Meta is placing greater focus on projects tied to autonomous AI agents and automation tools. Employees have reportedly pushed back against some of the changes, especially the use of mouse-tracking software intended to help train AI systems. More than 1,000 workers are said to have signed a petition criticizing both the technology and management’s handling of the restructuring process. Meta Platforms, Inc. (NASDAQ:META) develops technologies focused on human connection through artificial intelligence and immersive platforms. Its products allow people to connect and share using mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality technologies, and wearables. While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best ...
With a 5-year average revenue growth rate of 19.38%, Meta Platforms, Inc. (NASDAQ:META) is included among the 11 Best Long Term US Stocks to Buy Right Now. Meta Platforms (META) - Among the 11 Best Long Term US Stocks to Buy Right Now d8nn / Shutterstock.com Meta Platforms, Inc. (NASDAQ:META) is preparing for a major restructuring and round of layoffs scheduled for May 20, according to an internal...
With a 5-year average revenue growth rate of 19.38%, Meta Platforms, Inc. (NASDAQ:META) is included among the 11 Best Long Term US Stocks to Buy Right Now. Meta Platforms (META) - Among the 11 Best Long Term US Stocks to Buy Right Now d8nn / Shutterstock.com Meta Platforms, Inc. (NASDAQ:META) is preparing for a major restructuring and round of layoffs scheduled for May 20, according to an internal document reviewed by Reuters. The company plans to reduce about 10% of its workforce in the initial phase, with additional job cuts expected later in 2026 as Meta shifts more resources toward artificial intelligence initiatives. As part of the restructuring, Meta plans to move roughly 7,000 employees into AI-focused teams while also flattening management layers to create smaller and faster-moving groups. The company is eliminating thousands of managerial roles and closing around 6,000 open positions as part of the broader overhaul. Reuters reported that Meta is placing greater focus on projects tied to autonomous AI agents and automation tools. Employees have reportedly pushed back against some of the changes, especially the use of mouse-tracking software intended to help train AI systems. More than 1,000 workers are said to have signed a petition criticizing both the technology and management’s handling of the restructuring process. Meta Platforms, Inc. (NASDAQ:META) develops technologies focused on human connection through artificial intelligence and immersive platforms. Its products allow people to connect and share using mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality technologies, and wearables. While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best ...
Quantum Transportation previously announced it has successfully implemented its transformer-based neural decoder on the AWS cloud, marking a significant milestone toward real-world quantum applications within the transportation sector. Building on the recent unveiling of its transformer neural decoder, which outperformed classical quantum error correction (QEC) algorithms in simulations, and the d...
Quantum Transportation previously announced it has successfully implemented its transformer-based neural decoder on the AWS cloud, marking a significant milestone toward real-world quantum applications within the transportation sector. Building on the recent unveiling of its transformer neural decoder, which outperformed classical quantum error correction (QEC) algorithms in simulations, and the delivery of its first prototype for universal error correction, Quantum Transportation's cloud deployment now provides the scalable infrastructure needed to process complex quantum data efficiently. Story Continues The Company’s cloud-based platform complements its products by transforming railway operational data into actionable insights that help optimize performance, reduce downtime, and improve safety. As the Company expands its global footprint, it delivers AI-driven perception that supports safer operations, reduces operational risk, and enables the transition to fully autonomous operations. Rail Vision holds a 51% stake in Quantum Transportation, which has an exclusive sub-license for rail technologies under an innovative pending patent in quantum error correction owned by Ramot, the technology transfer company of Tel Aviv University. For more information, please visit https://www.railvision.io/ Forward-Looking Statements This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act and other securities laws. Forward-looking statements contained in this press release include, but are not limited to, statements regarding Rail Vision’s and its subsidiary’s strategic and business plans, technology, relationships, objectives and expectations for its business, growth, the impact of trends on and interest in its business, intellectual property, products and its future results, operations and financial performance and condition and may be identified by the use of words such as “may,” “seek,” “will,” “consider,” “l...
Investing.com -- Bank of America (BofA) has raised its outlook for the server CPU market, projecting it to grow from roughly $43 billion in 2026 to $125 billion by 2030, up from a prior estimate of $110 billion, a compound annual growth rate (CAGR) of 31%, driven by the rising role of processors in agentic AI workloads. AMD and Nvidia are the bank’s top picks to benefit from the strong demand. The...
Investing.com -- Bank of America (BofA) has raised its outlook for the server CPU market, projecting it to grow from roughly $43 billion in 2026 to $125 billion by 2030, up from a prior estimate of $110 billion, a compound annual growth rate (CAGR) of 31%, driven by the rising role of processors in agentic AI workloads. AMD and Nvidia are the bank’s top picks to benefit from the strong demand. The upgrade reflects BofA’s view that CPUs are taking on a more significant role in the next phase of AI deployment. While GPUs dominated the training era, agentic AI — where systems plan, retrieve context, call tools, manage state, and interact with databases — is "structurally even more CPU-intensive," analysts led by Vivek Arya wrote. In this environment, CPUs become "the control plane of AI inference," handling orchestration and memory management across increasingly complex multi-step workflows, they noted. The team argues this represents an expansion of the overall data center market, not a substitution. CPU-only racks designed for tasks like retrieval-augmented generation, vector databases, agent orchestration, and smaller model inference are expected to address workloads that GPU racks previously could not serve cost-effectively. Nvidia’s upcoming Vera CPU rack, set to launch alongside its Vera Rubin platform in the second half of 2026, is cited as an example, with a full Vera Rubin pod potentially reaching a roughly one-to-one ratio of CPUs to GPUs. From a market share perspective, BofA projects Intel and AMD will each hold around 28% of server CPU value by 2030, while ARM-based custom designs — including AWS Graviton, Google Axion, and Microsoft Cobalt — are expected to be the fastest gainers, reaching roughly 37% share from about 15% today. ARM merchant CPUs are seen adding another 7%, while Intel is forecast to continue losing share in both cloud and enterprise segments. AMD remains BofA’s preferred x86 name, with the bank modestly raising its estimates and maintain...
US President Donald Trump has threatened to strike Iran again unless a deal is reached (Kent NISHIMURA) · Kent NISHIMURA/AFP/AFP Oil prices slid and European stock markets advanced Wednesday after a South Korean tanker passed through the Strait of Hormuz, easing concerns about the apparent impasse between the US and Iran on ending the war in the Middle East. Asian stocks were mostly lower, however...
US President Donald Trump has threatened to strike Iran again unless a deal is reached (Kent NISHIMURA) · Kent NISHIMURA/AFP/AFP Oil prices slid and European stock markets advanced Wednesday after a South Korean tanker passed through the Strait of Hormuz, easing concerns about the apparent impasse between the US and Iran on ending the war in the Middle East. Asian stocks were mostly lower, however, tracking a pullback on Wall Street on Tuesday. Investor focus was also on Wednesday's results update from AI chip giant Nvidia that should offer a fresh assessment of a sector that has fuelled stock market optimism this year. But despite dropping around three percent, the international benchmark Brent North Sea crude remained close to $110 a barrel, far above pre-war levels and cementing concerns that inflation could remain elevated for longer. Government bond rates have reached the highest levels in decades on worries that the Middle East war will keep energy prices high well into this year. "Oil remains the central macro pressure point," said Sucden Financial analyst Viktoria Kuszak. "We expect the combination of higher yields, a firm dollar and unresolved energy risk to keep risk appetite constrained, with Nvidia earnings the next key test for equity sentiment," she said. But the ship-tracking site MarineTraffic showed a South Korea-flagged tanker, Universal Winner, on the eastern side of the Strait of Hormuz near the entrance to the Gulf of Oman, bound for the South Korean city of Ulsan. It was the first transit by a South Korean vessel through the key waterway since the Iran war began at the end of February. Since the United States and Israel began their war with Iran, the Strait of Hormuz -- an energy corridor through which 20 percent of global crude usually transits -- has been effectively closed to shipping. Iran warned Wednesday that the Middle East war would spread far beyond the region if the United States and Israel resumed their attacks, after President Donal...
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. As Nvidia Corp heads into earnings on Wednesday, investors may be paying less attention to the actual numbers — and far more attention to what CEO Jensen Huang says next. Jensen Commentary In Focus That's according to Mo Sparks, chief product officer at Direxion, who believes Nvidia's earnings call...
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. As Nvidia Corp heads into earnings on Wednesday, investors may be paying less attention to the actual numbers — and far more attention to what CEO Jensen Huang says next. Jensen Commentary In Focus That's according to Mo Sparks, chief product officer at Direxion, who believes Nvidia's earnings call remains the central event for the broader AI trade even as competition from players like Alphabet Inc. continues expanding. In comments exclusive to Benzinga, Sparks said "the biggest thing investors are watching around Nvidia earnings has nothing to do with their numbers," pointing instead to Huang's growing geopolitical and strategic influence. Don't Miss: Think Your ‘Safe' Stocks Protect You? You're Ignoring the Real Growth Triggers — Here's What to Add Now Caught With Nothing Saved for Retirement? These 5 Game‑Changing Tips Could Still Save You Sparks highlighted Huang's recent Beijing trip alongside President Donald Trump, noting the Nvidia chief executive was "a last-minute addition at the President's request." "That speaks to Nvidia's position in the broader AI trade," Sparks said. "Clearly you play a vital role in the health of the global economy." Alphabet Expands AI Infrastructure Race The comments come as investors increasingly debate whether Alphabet's expanding TPU business could eventually pressure Nvidia's dominance in AI infrastructure. Sparks downplayed immediate competitive threats, saying there is not yet "anything from Alphabet meaningfully impacting Nvidia's share," though he acknowledged Google is "pushing the envelope." Trending: Think you're saving enough for your kids? You might be dangerously off — see why Instead, Sparks framed Alphabet's TPU momentum as evidence the AI infrastructure market itself is widening. "Google is approaching AI holistically and, as a result, is monetizing AI more effectively," he said, pointing to the company's ability t...
Olga Yastremska/iStock via Getty Images Business development companies continue to be a quick moving sector. Over the past year, the world of private lending has become considerably more volatile, departing from its booming growth trajectory and untouchable reputation. Private credit funds and nontraded business development companies have seen liquidity crunches with managers denying redemption re...
Olga Yastremska/iStock via Getty Images Business development companies continue to be a quick moving sector. Over the past year, the world of private lending has become considerably more volatile, departing from its booming growth trajectory and untouchable reputation. Private credit funds and nontraded business development companies have seen liquidity crunches with managers denying redemption requests beyond their obligations. Meanwhile, publicly traded business development companies have also come under pressure as rising nonaccrual rates begin to pressure earnings. Data by YCharts While some BDC's have found themselves deeper in the doldrums, the sector has felt pressure uniformly. Even the best and brightest have seen some of the most significant price declines in their history. Net asset values have been declining across the sector, but share prices are declining even faster tightening the valuations on some of the sector's blue chips. Data by YCharts Today, we will dive back into Main Street Capital ( MAIN ). This article will follow up on my prior coverage which cautioned investors around the company's expanded price to book value and unpack risks around the company's self-perpetuating NAV growth. Review of Prior Coverage MAIN is one of my most covered stocks on Seeking Alpha with coverage spanning five years. Over the past year, thesis can be summed to "the business is great, but you are paying too much for MAIN shares." In October 2025, I published an article which talked about rising risks to MAIN and other sector participants. While the market had pushed MAIN to nearly $70 per share, double book value, it looked like people were asleep at the wheel. Right now, people look at MAIN as flawless, assigning a valuation to common shares that are twice the value of the underlying assets, according to their book value. This is uncommon for BDCs which typically trade closer to book value. I see several key issues coming towards MAIN and other business development...
(RTTNews) - Hasbro Inc. (HAS) will host a conference call at 8:30 AM ET on May 20, 2026, to discuss Q1 26 earnings results. To access the live webcast, log on to https://investor.hasbro.com/events/event-details/hasbro-first-quarter-2026-earnings-conference-call The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
(RTTNews) - Hasbro Inc. (HAS) will host a conference call at 8:30 AM ET on May 20, 2026, to discuss Q1 26 earnings results. To access the live webcast, log on to https://investor.hasbro.com/events/event-details/hasbro-first-quarter-2026-earnings-conference-call The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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: AI push: Meta ( META ) starts alerting staff they're being laid off , with 8,000 cuts expected globally. Suspicious trades: CFTC is scrutinizing a spike in oil bets before Trump delayed Iran strikes in March. Trad...
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: AI push: Meta ( META ) starts alerting staff they're being laid off , with 8,000 cuts expected globally. Suspicious trades: CFTC is scrutinizing a spike in oil bets before Trump delayed Iran strikes in March. Trade talks: China will buy Boeing ( BA ) jets and seeks to extend trade truce ; Bessent signals no rush . Earnings countdown Nvidia ( NVDA ) is set to report its first-quarter earnings after hours on Wednesday and expectations of a blockbuster report are running high. Options trading activity suggests investors are positioning for potential volatility, while the stock's short exposure is still the largest in SPX . Word on the Street: Analysts on average expect Nvidia to post Q1 EPS of $1.77 and revenue of $78.97B. HSBC analysts have projected "another 'beat and raise' quarter," with the continuous ramp of GB300 driving revenue growth and robust AI GPU demand. Earnings beats aren't new for Nvidia, as demand for its GPUs has been "insane," according to CEO Jensen Huang. Over the past 12 quarters, there have been only three occasions when the company failed to beat revenue estimates by more than $1B. Besides AI strength, any updates on shareholder returns will be closely watched. "Backed by sizeable cash position and free cash flow, it is reasonable to expect a potential new share repurchase program during the call," GF Securities analyst Jeff Pu noted. Market activity: S3 Partners noted that Nvidia remains the largest single-name short exposure in the SPX by notional value at roughly $62.5B. Much of the positioning likely reflects hedging activity rather than outright bearish bets. The options market is pricing in an implied post-earnings move of roughly 5% in either direction, according to S3, which translates into a potential one-day mark-to-market swing of about $3.5B for sho...
Images By Tang Ming Tung/DigitalVision via Getty Images A reader asked for my thoughts on the Xtrackers USD High Yield Corporate Bond ETF ( HYLB ). I last covered the HYLB in mid-2024. In that article , I argued that HYBL's slight underperformance to peers made it a subpar high-yield ETF. Since then, HYBL continues to slightly underperform most of its peers, on both absolute and risk-adjusted retu...
Images By Tang Ming Tung/DigitalVision via Getty Images A reader asked for my thoughts on the Xtrackers USD High Yield Corporate Bond ETF ( HYLB ). I last covered the HYLB in mid-2024. In that article , I argued that HYBL's slight underperformance to peers made it a subpar high-yield ETF. Since then, HYBL continues to slightly underperform most of its peers, on both absolute and risk-adjusted returns. As such, I see no reason to invest in the fund. Overview and Analysis Index and Portfolio HYLB is a high-yield corporate bond index ETF, tracking the Solactive USD High Yield Corporates Total Market Index . It is a straightforward index, including relevant dollar-denominated, non-investment grade bonds issued by developed market counterparties, subject to a basic set of inclusion criteria, with a 3.0% issuer cap. HYLB provides diversified exposure to high-yield corporate bonds, with investments in over 1,000 different securities from hundreds of issuers, dozens of sectors. Sector weights are as follows: HYLB (HYLB) HYLB focuses on U.S. bonds, with small investments in a couple other markets. Weighs are as follows: HYLB (HYLB) As the fund focuses so heavily on U.S. securities, and as the fund's international investments are still issued in U.S. dollar, the fund is closer to a standard U.S. bond ETF than to international / global ETFs. HYBL's index approach ensures market-like returns, plus or minus a small amount of tracking error. HYBL's performance should be incredibly similar to that of several large high-yield corporate bond index ETFs, including the iShares Broad USD High Yield Corporate Bond ETF ( USHY ) and the State Street SPDR Portfolio High Yield Bond ETF ( SPHY ). HYBL does have some small minor differences relative to (most of) its peers, including the fund's small international investments, and a somewhat smaller portfolio. Differences are small, however. Dividend Yield and Performance HYLB's 6.5% dividend yield is quite a bit higher than that of most bonds...
Cerebras Systems (CBRS) burst onto the scene on May 14 in a stellar IPO that saw its shares get priced at $185, well above the initial range of $115 to $125. The company raised $5.55 billion, and the stock opened for trading at $385. We’ve become used to AI stocks surging, but this one really made investors’ heads spin. As if that wasn’t enough, the stock then went down nearly 20% within the first...
Cerebras Systems (CBRS) burst onto the scene on May 14 in a stellar IPO that saw its shares get priced at $185, well above the initial range of $115 to $125. The company raised $5.55 billion, and the stock opened for trading at $385. We’ve become used to AI stocks surging, but this one really made investors’ heads spin. As if that wasn’t enough, the stock then went down nearly 20% within the first few days of trading. The stock gained a lot of attention primarily because of the parallels with Nvidia (NVDA), so let’s get that out of the way first. The reason people call it the next Nvidia is that the company’s product is specifically built for AI workloads. Just like Nvidia designed its GPU architecture keeping the AI training requirements in mind, Cerebras is designing its entire architecture around solving the memory bandwidth problem. Its wafer-scale engine (WSE) single-chip design reduces the interconnect losses that cause overhead in multi-GPU systems. We know that Nvidia’s moat is significantly strengthened through its CUDA ecosystem. Cerebras is attempting something similar, though it is nowhere near the level of CUDA’s maturity yet. The potential to be the next Nvidia is there, theoretically at least. However, not all good businesses are good investments. Backing Cerebras with your money requires a deeper look, which is exactly what I am going to do today. Beyond the bells and whistles and the AI hype, I have identified two things that investors need to carefully evaluate before they back the company with their own money. Cerebras Stock’s Valuation Is Dangerously Stretched In the artificial intelligence era, valuations aren’t given as much respect as in the past. Investors are happy to pay any multiple as long as the stock is part of the AI trade. The same is happening with CBRS, but the valuation is too high for comfort. The company reported 2025 revenues of $510 million. The YoY growth was 76%, which is impressive. Let's assume the company continues to grow...
Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I am Alisha Sachdev , Bloomberg’s India Car Industry Reporter in New Delhi, filling in for Menaka. If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today, I look at how Indian companies are...
Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I am Alisha Sachdev , Bloomberg’s India Car Industry Reporter in New Delhi, filling in for Menaka. If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today, I look at how Indian companies are getting more realistic about battery storage and becoming increasingly open to working with Chinese suppliers. But first, Chinese President Xi Jinping has a busy diplomatic calendar. Less than a week after seeing off US President Donald Trump, Xi is hosting Russian President Vladimir Putin in Beijing. The two leaders signed a pact on Wednesday to deepen strategic cooperation, along with a series of other agreements covering trade, technology and railway construction. For New Delhi, the stakes and risks are acute, says my colleague and Senior Government Reporter Sudhi Ranjan Sen . Russia is India’s biggest supplier of weapons, despite a significant drop in recent years, according to the Stockholm International Peace Research Institute, an independent think tank that tracks global arms sales. Beijing’s bonhomie with Moscow doesn’t bode well for New Delhi, Sudhi tells me. The prospect of Moscow and Beijing aligning would be catastrophic for India in the event of hostilities with China — or even with Pakistan, considering Beijing’s tacit support for Islamabad during last year’s conflict . Also, India’s reliance on Russia to meet its crude oil demand has surged since the Iran war closed the Strait of Hormuz, curbing supplies from the Middle East. The world’s third-largest oil consumer imports 90% of the oil it consumes, and if Russian supplies get disrupted, it will have to look for costlier alternatives. The rupee is already making new lows despite measures by the government and the central bank to stem the slide, and some market watchers expect more weakness end currency rest...
Hispanolistic/E+ via Getty Images Introduction Inflation has not been kind to many businesses, especially those heavily reliant on consumer spending. Due to ongoing geopolitical tensions resulting in growing economic uncertainty, inflation concerns have resurfaced after a hot CPI print showed inflation rising to 3.8% in April. As a result, I think businesses like Hormel Foods Corporation ( HRL ) c...
Hispanolistic/E+ via Getty Images Introduction Inflation has not been kind to many businesses, especially those heavily reliant on consumer spending. Due to ongoing geopolitical tensions resulting in growing economic uncertainty, inflation concerns have resurfaced after a hot CPI print showed inflation rising to 3.8% in April. As a result, I think businesses like Hormel Foods Corporation ( HRL ) could continue to face pressure as consumers shift toward value-oriented alternatives from companies like Costco ( COST ) or Walmart ( WMT ). However, at a forward P/E of 13.72x with signs of a stabilization emerging, the depressed valuation, near 6% dividend yield, and long-term upside potential may be attractive for patient, long-term income investors. In this article, I discuss Hormel's latest earnings, my expectations for their upcoming Q2 earnings, and why I continue to rate them a hold despite the depressed valuation and elevated dividend yield. Previous Thesis I last covered Hormel Foods this past November in an article titled: Recent Dividend Raise, Yield At Decade Low - Bargain Or Value Trap? Inflationary pressures resulted in changing consumer trends, impacting the consumer staple's margins. During their Q3, results were mixed, with EPS missing analysts' estimates by $0.06, amounting to $0.35. Their bottom line was down from $0.37 the prior year, while sales beat by $50 million and managed to grow 1% year-over-year. Through the first 3 quarters, HRL's bottom line was down 9.5% on a per-share basis due to lower cash flows and higher commodity costs. This resulted in management narrowing guidance for 2025. Their dividend & balance sheet were healthy, while upside potential was solid to their price target of nearly $32 a share. Since then, the stock has continued to underperform, down more than 13% compared to the S&P 500 ( SP500 ), up 8.35% over the same period. Seeking Alpha Portfolio Transitioning Although Hormel continues to face challenges from persistent inflati...