Douglas Rissing Stock index futures edged higher Wednesday as traders awaited Nvidia’s ( NVDA ) quarterly results. Here are the four stocks to watch on the day: Intel ( INTC ) rose 4.77% in premarket trading amid reports the semiconductor giant has asked PC makers to utilize chips built on its 18A production process. Wedbush Securities views the move as a sign Intel is prioritizing its margins, no...
Douglas Rissing Stock index futures edged higher Wednesday as traders awaited Nvidia’s ( NVDA ) quarterly results. Here are the four stocks to watch on the day: Intel ( INTC ) rose 4.77% in premarket trading amid reports the semiconductor giant has asked PC makers to utilize chips built on its 18A production process. Wedbush Securities views the move as a sign Intel is prioritizing its margins, noting the strategy allows the company to focus higher-margin Xeon production on older nodes while leveraging its existing cleanroom space to bring newer production online. Bristol-Myers Squibb ( BMY ) gained 1.10% in premarket trading after announcing it is rolling out Anthropic’s flagship Claude AI platform to more than 30,000 employees. The collaboration expands the drugmaker’s use of artificial intelligence across research, clinical development, and corporate operations, moving beyond conversational tools toward agentic capabilities integrated into day-to-day workflows. Lowe’s ( LOW ) fell 2.00% in premarket trading despite a top- and bottom-line beat for the first quarter. Lingering softness in the housing market led the home improvement retailer to maintain its full-year outlook, including profit guidance that fell short of expectations . Additionally, operating income as a percentage of sales is expected to decline approximately 120 basis points from fiscal 2025 to a range of 11.2% to 11.4% in fiscal 2026. Nvidia ( NVDA ) shares will be in focus as the company reports quarterly results after the market close. Consensus estimates call for revenue of roughly $79 billion, above the company’s own $78 billion midpoint guidance, with investor attention expected to center on second-quarter guidance, Blackwell demand trends, and margin expansion. More related stories Nvidia Technical: Potential Mean Reversion Decline Below 236.54 As Earnings Loom Intel Corporation (INTC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Wall ...
Douglas Rissing Stock index futures edged higher Wednesday as traders awaited Nvidia’s ( NVDA ) quarterly results. Here are the four stocks to watch on the day: Intel ( INTC ) rose 4.77% in premarket trading amid reports the semiconductor giant has asked PC makers to utilize chips built on its 18A production process. Wedbush Securities views the move as a sign Intel is prioritizing its margins, no...
Douglas Rissing Stock index futures edged higher Wednesday as traders awaited Nvidia’s ( NVDA ) quarterly results. Here are the four stocks to watch on the day: Intel ( INTC ) rose 4.77% in premarket trading amid reports the semiconductor giant has asked PC makers to utilize chips built on its 18A production process. Wedbush Securities views the move as a sign Intel is prioritizing its margins, noting the strategy allows the company to focus higher-margin Xeon production on older nodes while leveraging its existing cleanroom space to bring newer production online. Bristol-Myers Squibb ( BMY ) gained 1.10% in premarket trading after announcing it is rolling out Anthropic’s flagship Claude AI platform to more than 30,000 employees. The collaboration expands the drugmaker’s use of artificial intelligence across research, clinical development, and corporate operations, moving beyond conversational tools toward agentic capabilities integrated into day-to-day workflows. Lowe’s ( LOW ) fell 2.00% in premarket trading despite a top- and bottom-line beat for the first quarter. Lingering softness in the housing market led the home improvement retailer to maintain its full-year outlook, including profit guidance that fell short of expectations . Additionally, operating income as a percentage of sales is expected to decline approximately 120 basis points from fiscal 2025 to a range of 11.2% to 11.4% in fiscal 2026. Nvidia ( NVDA ) shares will be in focus as the company reports quarterly results after the market close. Consensus estimates call for revenue of roughly $79 billion, above the company’s own $78 billion midpoint guidance, with investor attention expected to center on second-quarter guidance, Blackwell demand trends, and margin expansion. More related stories Nvidia Technical: Potential Mean Reversion Decline Below 236.54 As Earnings Loom Intel Corporation (INTC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Wall ...
Richard Drury/DigitalVision via Getty Images Introduction Back when I last covered RLJ Lodging Trust ( RLJ ), I called them “One Of The Best High-Yield Opportunities In Today's Market,” highlighting their sustainable and attractive yield, robust balance sheet and no maturity until all the way in 2029 thanks to their recent refinancing, offering a very compelling buying opportunity. After a strong ...
Richard Drury/DigitalVision via Getty Images Introduction Back when I last covered RLJ Lodging Trust ( RLJ ), I called them “One Of The Best High-Yield Opportunities In Today's Market,” highlighting their sustainable and attractive yield, robust balance sheet and no maturity until all the way in 2029 thanks to their recent refinancing, offering a very compelling buying opportunity. After a strong start to 2026 and despite the stock already returning about 15% since publishing the last article back in early March, I continue rating RLJ a Strong Buy, being among the most attractive REITs in the industry (and even beyond) and still offering an opportunity for long-term investors looking for a healthy and undervalued business that pays strong yields. Strong Start to 2026 RLJ Lodging Trust IR Despite the overall challenging macro landscape, RLJ reported a strong Q1, beating the market’s FFO and revenue estimates , with a solid 3.6% increase in revenue, 4.8% higher comparable RevPAR and a 5.4% increase in comparable hotel revenue, delivering margin improvements and an Adjusted FFO of $49.518 million ($0.33 per share; up 6.5% YoY), exceeding the company’s own expectations as well, which they attributed to improving fundamentals, strong performance, and the continued ramp-up of their renovations and conversions that I mentioned before (targeting two conversions per year). RLJ Lodging Trust IR RLJ also boosted the 2026 outlook, expecting RevPAR growth of 1.5% to 3.5%, with Adjusted FFO between $1.29 to $1.45 per share, with net interest expenses of $101 million to $103 million, CAPEX related to renovations of $80 million to $90 million, and estimating 150.8 million shares outstanding ( not including buybacks ) as they’re advancing their non-room revenue initiatives, potentially leading to even more solid performances especially since they have hotels in 9 of the markets that should see a boost from the World Cup, although I’ll mention more about that below. RLJ Lodging Trust...
Currently, option traders are betting that Nvidia’s (NASDAQ: NVDA) market cap could rise or fall by $355 billion based on earnings. Nvidia’s current market cap is $5.3 trillion. The stock is up 18% so far this year, compared to the S&P 500, which is up 7%. Nvidia has signaled to Wall St. what investors should ... Nvidia Earnings Don’t Matter This Time
Currently, option traders are betting that Nvidia’s (NASDAQ: NVDA) market cap could rise or fall by $355 billion based on earnings. Nvidia’s current market cap is $5.3 trillion. The stock is up 18% so far this year, compared to the S&P 500, which is up 7%. Nvidia has signaled to Wall St. what investors should ... Nvidia Earnings Don’t Matter This Time
Leading Market Players with their Product Listed in this Report are: Market drivers include the swift adoption of smartphones, AI-infused devices, and applications for edge computing around the globe. Growing consumer preference for superior camera functions, AI-driven virtual assistants, improved gaming experience, instant translation services, and better battery optimization will result in the r...
Leading Market Players with their Product Listed in this Report are: Market drivers include the swift adoption of smartphones, AI-infused devices, and applications for edge computing around the globe. Growing consumer preference for superior camera functions, AI-driven virtual assistants, improved gaming experience, instant translation services, and better battery optimization will result in the rapid development of application processors of the next generation. Increased incorporation of neural processing units, AI accelerators, and 5G modems in application processors is generating a high replacement demand for premium and midrange phones. Apart from this, widespread use of software-defined cars, driverless car technologies, health monitoring wearable devices, and IIoT applications will increase the global demand for application processors. According to the SNS Insider, “ The Application Processor Market Size was valued at USD 40.79 Billion in 2025 and is expected to reach USD 62.3 Billion by 2035, growing at a CAGR of 4.47% during 2026-2035.” The U.S. Application Processor Market is projected to grow from USD 7.61 Billion in 2025 to USD 11.38 Billion by 2035, registering a CAGR of 4.10% during 2026–2035. Similarly, the Europe Application Processor Market is estimated at USD 7.42 Billion in 2025 and is expected to reach USD 10.84 Billion by 2035, growing at a CAGR of 3.87% during the forecast period. The growth of the market in both regions will be fueled by the increasing adoption of artificial intelligence (AI), graphical processing features, and 5G technology in consumer electronics and industrial electronics. In the US, the market is highly influenced by the presence of semiconductor players like Qualcomm, Apple, and Intel who make huge contributions to the production of chipsets used in mobile phones, laptops, and tablets. The A series processors for iPhones by Apple and the Mac series processors for Mac by Apple are some Story Continues Application Processor ...
Carl Albert, Chairman of the Board and Chairman Emeritus, effective on his July 24th retirement from the Board of Surf Air Mobility, said: "Shawn’s decade of extensive enterprise software experience at Palantir, direct involvement in establishing our relationship with Palantir to power SurfOS, and his time on the Company’s Board make him exceptionally well-qualified to lead the Board as Surf Air M...
Carl Albert, Chairman of the Board and Chairman Emeritus, effective on his July 24th retirement from the Board of Surf Air Mobility, said: "Shawn’s decade of extensive enterprise software experience at Palantir, direct involvement in establishing our relationship with Palantir to power SurfOS, and his time on the Company’s Board make him exceptionally well-qualified to lead the Board as Surf Air Mobility continues to develop, deploy, and commercialize SurfOS and executes its platform strategy. I am pleased to continue supporting the Company as Chairman Emeritus." Mr. Pelsinger has served on the Company's Board since October 2025. He is currently Chief Legal Officer and Chief Administrative Officer of Acrisure, a global fintech provider. Prior to Acrisure, Mr. Pelsinger served for ten years as an executive at Palantir as Global Head of Corporate Development & Senior Counsel, where he was instrumental in originating the strategic partnership between Palantir and Surf Air Mobility beginning in 2021. At Palantir, Mr. Pelsinger led major partnerships with Airbus, Korea Telecom, Fujitsu, Sompo, HD Hyundai, Credit Suisse, and Starlab Space, among others. He was also central to the creation of Skywise, a data platform for the commercial aviation industry developed through the Palantir-Airbus partnership. Mr. Pelsinger previously served on the Boards of Palantir Technologies Japan, K.K. and Palantir Korea, LLC. LOS ANGELES, May 20, 2026 --( BUSINESS WIRE )--Surf Air Mobility Inc. (NYSE: SRFM) ("Surf Air Mobility", the "Company"), a leading air mobility platform and developer of SurfOS™ software operating system powered by Palantir Technologies ("Palantir"), today announced the election of Shawn Pelsinger as Chairman of the Board of Directors (the "Board"), effective July 24, 2026, the date of the Company’s Annual Shareholder Meeting. Mr. Pelsinger’s election as Chairman, on the nomination of Carl Albert, follows Mr. Albert’s decision to retire from the Board at the end of hi...
USA Rare Earth NASDAQ: USAR is looking to fill a hole in the market born out of geopolitical uncertainty. Along with mining companies like MP Materials NYSE: MP, USA Rare Earth is aiding the United States in loosening China’s chokehold on rare earth elements (REEs). China controls the majority of the world’s REE mines, and 94% of permanent magnet production—the vital end product of REEs. USA Rare ...
USA Rare Earth NASDAQ: USAR is looking to fill a hole in the market born out of geopolitical uncertainty. Along with mining companies like MP Materials NYSE: MP, USA Rare Earth is aiding the United States in loosening China’s chokehold on rare earth elements (REEs). China controls the majority of the world’s REE mines, and 94% of permanent magnet production—the vital end product of REEs. USA Rare Earth Today USAR USA Rare Earth $22.31 +2.34 (+11.74%) 52-Week Range $8.00 ▼ $43.98 Price Target $35.40 Add to Watchlist This is a pressing issue, as permanent magnets are essential to building many modern-day technologies. This includes advanced weaponry, and the United States does not want to find itself in a position where China can cut off its production capabilities. Get USA Rare Earth alerts: Sign Up Ultimately, the goal of USA Rare Earth is to become a vertically integrated mine-to-magnet producer. Recently, USA Rare Earth delivered its latest earnings report, providing insight into how the firm is progressing toward its goal. USA Rare Earth Posts Beats, Government Funding Deal Sees a Delay As an early-stage company, showing operational improvements is far more important than near-term revenue or profit generation. However, that’s not to say the company’s financials don’t matter at all—investors certainly want to see it stay on budget and not burn cash unnecessarily. Luckily, in its latest quarter, the firm posted better-than-expected results. USA Rare Earth generated revenue of $5.7 million in Q1 2026. Note that it recorded no revenue a year ago. This figure solidly beat estimates of $4.2 million. The company also exceeded expectations on its bottom line. The company’s adjusted loss per share was 12 cents, significantly less than the 16-cent loss analysts had forecasted. However, it is important to note that loss per share can be a deceiving metric. Because USA Rare Earth issues a lot of stock, its loss per share can fall even if actual losses grow, which is exactly...
China's President Xi Jinping welcomed his Russian counterpart Vladimir Putin with a lavish ceremony in Beijing complete with national flags, a marching band and cheering children. It comes after a visit from Donald Trump last week, which began with a near-identical welcome ceremony for the US president - despite Beijing's very different relationships with Washington and Moscow. The BBC's China cor...
China's President Xi Jinping welcomed his Russian counterpart Vladimir Putin with a lavish ceremony in Beijing complete with national flags, a marching band and cheering children. It comes after a visit from Donald Trump last week, which began with a near-identical welcome ceremony for the US president - despite Beijing's very different relationships with Washington and Moscow. The BBC's China correspondent Laura Bicker breaks down the diplomatic meaning behind the two warm welcomes.
JHVEPhoto Shares of TJX Companies moved higher in premarket trading Wednesday as bargain-seeking consumers helped drive solid first quarter performance, cushioning the impact of a weaker forecast for the current quarter. “I am extremely pleased with our first quarter performance. Sales, pretax profit margin, and earnings per share were all well above our plan,” said TJX CEO Ernie Herrman, adding t...
JHVEPhoto Shares of TJX Companies moved higher in premarket trading Wednesday as bargain-seeking consumers helped drive solid first quarter performance, cushioning the impact of a weaker forecast for the current quarter. “I am extremely pleased with our first quarter performance. Sales, pretax profit margin, and earnings per share were all well above our plan,” said TJX CEO Ernie Herrman, adding that the above-plan results led the company to raise its sales and profitability guidance for the full year. Thanks to double-digit sales gains at its HomeGoods and Canadian locations, TJX generated $14.32B in sales in the first quarter, an increase of 9.2% year-over-year and $310M better than anticipated. Comparable store sales across its businesses exceeded expectations as well, with HomeGoods seeing comparable store sales more than double from a year ago and overall same-store sales climbing by 6% from 3% a year ago, topping 3.95% estimates. Increased sales across the company contributed to an adjusted profit of $1.19 per share, up 29% from the same quarter last year and $0.19 better than both the company’s expectations and Wall Street’s estimates. For the fiscal year, TJX now expects to earn a profit between $5.08 and $5.15 per share versus prior guidance of $4.93 to $5.02 per share, with a new midpoint of $5.12 per share meeting consensus estimates. The company’s comparable store sales outlook was also increased to a range of up 3% to 4% from a prior range of up 2% to 3%. This compares to estimates for an increase of 3.29%. Additionally, the pretax profit margin is now seen between 11.9% and 12%, from an earlier range of 11.7% to 11.8%, versus estimates of 11.9%. For the current quarter, TJX ( TJX ) is forecasting comparable store sales to increase by 2% to 3%, below 3.42% estimates, while EPS is seen between $1.15 and $1.17 per share, below the $1.19 consensus estimate. Pretax profit margin guidance of 11.4% to 11.5% is also below 11.6% estimates. TJX ( TJX ) is up mor...
Sundry Photography ASML ( ASML ) was in focus on Wednesday as UBS upped its price target on the Dutch semiconductor equipment maker and reinstated it as its top sector pick. Shares rose 2.8% in premarket trading. The firm raised its price target on ASML to €1,900 from €1,600 and reiterated its Buy rating. “Capacity concerns have come into focus, with fears ASML could constrain semiconductor supply...
Sundry Photography ASML ( ASML ) was in focus on Wednesday as UBS upped its price target on the Dutch semiconductor equipment maker and reinstated it as its top sector pick. Shares rose 2.8% in premarket trading. The firm raised its price target on ASML to €1,900 from €1,600 and reiterated its Buy rating. “Capacity concerns have come into focus, with fears ASML could constrain semiconductor supply,” UBS analyst François-Xavier Bouvignies wrote in a note to clients. “Our analysis suggests ASML's 2027 capacity can support >50% y/y growth in leading-edge wafer output (logic & memory) vs. ~25-30% demand, with ~20% of this uplift driven by underappreciated throughput gains from Low NA. While productivity gains may modestly dilute litho intensity as other process steps (deposition, etch) struggle to keep pace, we do not expect ASML to act as a bottleneck in the next 12/18 months.” Additionally, Xavier Bouvignies said that if the current strength in memory is to last, ASML would be a beneficiary. “Supported by a constructive memory outlook over the next two years, the supply chain is positioned to benefit—particularly participants with exposure to rising WFE intensity—as node shrinks drive ~30% higher dies per wafer (1b to 1c), increased lithography intensity, and an additional 1-2 EUV layers at 1d ('27/28E),” Xavier Bouvignies added. “ASML is the most memory-exposed semi-cap name (~30-35% of revenues by 2026 vs. ~25-30% peers), reflected in stronger growth (23% memory CAGR 2020-25 vs. ~6%) and rising litho intensity (11% in 2020 to ~15% in 2025 and ~15-20% by '27/28E).” More on ASML Holding ASML: The Question Is Whether Its Monopoly Can Outrun Its Premium Valuation ASML: Potential Bull Trap As AI Super Cycle Continues - Reiterate Hold ASML: Strong Play On The AI Boom Micron, Nvidia, AMD climb as Samsung strike risk threatens chip supply ASML's new High-NA machine-created chips to arrive in few months
A 64-year-old retiree with $475,000 who wants to generate $2,800 per month, or $33,600 annually, from dividends alone needs a portfolio yield of roughly 7%. That is simply the arithmetic. With the S&P 500 yielding well under 2%, a traditional index-fund portfolio falls far short of producing that level of income without selling shares. The ... A $475,000 Portfolio That Quietly Pays $2,800 a Month ...
A 64-year-old retiree with $475,000 who wants to generate $2,800 per month, or $33,600 annually, from dividends alone needs a portfolio yield of roughly 7%. That is simply the arithmetic. With the S&P 500 yielding well under 2%, a traditional index-fund portfolio falls far short of producing that level of income without selling shares. The ... A $475,000 Portfolio That Quietly Pays $2,800 a Month From Just Two Sectors Most Investors Ignore
Meta Begins 8,000 Global Job Cuts in AI Efficiency Push Bloomberg.com Meta begins 8,000 job cuts in AI efficiency push Los Angeles Times Exclusive: Meta CEO tells employees he does not expect more company-wide layoffs this year Reuters Meta begins cutting thousands of jobs amid AI push Austin American-Statesman Meta shifts 7,000 workers into AI roles as layoffs, manager cuts loom Fox Business Meta...
Meta Begins 8,000 Global Job Cuts in AI Efficiency Push Bloomberg.com Meta begins 8,000 job cuts in AI efficiency push Los Angeles Times Exclusive: Meta CEO tells employees he does not expect more company-wide layoffs this year Reuters Meta begins cutting thousands of jobs amid AI push Austin American-Statesman Meta shifts 7,000 workers into AI roles as layoffs, manager cuts loom Fox Business Meta layoffs starting this week stress harsh AI reality inside Zuckerberg’s company CNBC Meta Platforms begins new round of layoffs affecting ~8,000 employees Seeking Alpha Meta layoffs: 4am email ‘horror’ starts from … The Times of India Meta Platforms Restructures Workforce To Prioritize AI And Test Valuation Gap Yahoo Finance
Key Points CVS surprised analysts with improved revenue and earnings in the first quarter. The company is seeing a rebound from its health care benefits segment. It is also seeing a surge in sales related to its Rite Aid acquisitions. 10 stocks we like better than CVS Health › CVS Health (NYSE: CVS) may just have the prescription for your investing needs if you're looking for long-term growth. The...
Key Points CVS surprised analysts with improved revenue and earnings in the first quarter. The company is seeing a rebound from its health care benefits segment. It is also seeing a surge in sales related to its Rite Aid acquisitions. 10 stocks we like better than CVS Health › CVS Health (NYSE: CVS) may just have the prescription for your investing needs if you're looking for long-term growth. The shares of the nation's largest pharmacy chain had been overlooked until recently, because of the company's thin margins and relatively slow growth. However, over the past month, CVS stock has risen by around 24%. That's thanks to a strong first-quarter earnings report, a turnaround in its worst-performing segment, and subsequent analyst upgrades. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Here are three reasons why the rally for this healthcare company may have some legs, and one reason to still be cautious. Earnings and guidance have improved In the first quarter, reported revenue jumped 6.2% year over year to $100.4 billion, while earnings per share (EPS) were $2.30, up 62% over the same period a year ago. Both numbers surprised analysts, who had predicted revenue of $94.4 billion and EPS of $1.93. The upbeat report led the company to raise its full-year guidance. EPS is now predicted to be between $6.24 and $6.44, up 4.9% at the midpoint, and adjusted EPS is expected to be between $7.30 and $7.50, up 4.2% at the midpoint. The company also said it now expects cash flow from operations to be at least $9.5 billion, up from $9 billion. The dividend yield is still quite attractive CVS offers a dividend, at its current share price, of around 2.8%, more than double the average dividend of the S&P 500. The company's consistently high free cash flow allows it to maintain its payouts. In recent fiscal year...