Stellantis ( STLA ) and Jaguar Land Rover inked a memorandum of understanding to explore opportunities to collaborate on product development in the U.S. Under the terms of the non-binding MOU, Stellantis ( STLA ) and Jaguar Land Rover will explore collaboration opportunities to create synergies across product and technology development, leveraging the companies’ complementary strengths to create v...
Stellantis ( STLA ) and Jaguar Land Rover inked a memorandum of understanding to explore opportunities to collaborate on product development in the U.S. Under the terms of the non-binding MOU, Stellantis ( STLA ) and Jaguar Land Rover will explore collaboration opportunities to create synergies across product and technology development, leveraging the companies’ complementary strengths to create value for both organizations. "By working with partners to explore synergies in areas such as product and technology development, we can create meaningful benefits for both sides while remaining focused on delivering the products and experiences our customers love," highlighted Stellantis ( STLA ) CEO Antonio Filosa. The automakers noted that implementation of any potential transactions as a result of the MOU discussions would be subject to customary closing conditions, including execution of binding definitive agreements. Jaguar Land Rover is a British carmaker that has been a wholly owned subsidiary of India's Tata Motors since 2008. Tata Motors created Jaguar Land Rover Limited as the holding company to acquire the separate Jaguar and Land Rover businesses from Ford Motor Company ( F ) that year. Shares of Stellantis ( STLA ) moved 1.4% higher in premarket trading on Wednesday. More on Stellantis Stellantis: A EUR130M Bet To Rebuild After A EUR22B Wreck (Rating Upgrade) Stellantis N.V. (STLA) Q1 2026 Earnings Call Transcript Stellantis N.V. 2026 Q1 - Results - Earnings Call Presentation Stellantis, Dongfeng partner to form European joint venture for EVs Stellantis unveils affordable small EV project, targets 2028 production start in Italy
primeimages/E+ via Getty Images Investor sentiment thrived in April even in the wake of an erratic geopolitical backdrop that has stoked fears of stagflation. Markets were whipsawed as investors digested a plethora of headlines around the Middle East conflict that has reshaped the outlook for energy prices, inflation, and growth. However, optimism around the artificial intelligence (AI) trade and ...
primeimages/E+ via Getty Images Investor sentiment thrived in April even in the wake of an erratic geopolitical backdrop that has stoked fears of stagflation. Markets were whipsawed as investors digested a plethora of headlines around the Middle East conflict that has reshaped the outlook for energy prices, inflation, and growth. However, optimism around the artificial intelligence (AI) trade and a wave of upbeat earnings results in the megacap tech space drove stock markets to record highs. Still, the prolonged closure of the Strait of Hormuz has upended global energy flows and ushered in an energy crisis that has stoked fears about demand destruction and a hit to global growth. Source: Bloomberg, as of April 30, 2026. Global equity markets (+10.0%) soared higher in April. The S&P 500 (+10.4%) capped its best monthly return since November 2020. However, gains were narrow – with the so-called Magnificent 7 group of stocks (+14.9%) driving much of the gain – while the equal-weighted index was up just 5.9%. The S&P/TSX (+3.6%) underperformed amid relatively subdued returns in the heavyweight gold (-6.0%) and energy (+1.9%) sectors. That offset a respectable gain in the financials (+10.1%) space. Elsewhere, the MSCI EAFE (+7.0%) had a decent month, while the MSCI gauge of emerging market stocks (+14.5%) led the global charge – powered higher by a rally in Asian chipmaker stocks. Fixed income markets barely budged. Global bond yields pushed higher following a wave of hawkish-leaning rhetoric from central banks. Indeed, persistent Middle East tensions and the blockade of the critical waterway spurred a rally in oil prices that has exacerbated inflation fears. Traders recalibrated their expectations for monetary policy in response and have all but abandoned their wagers for Federal Reserve rate cuts this year and have begun pricing in the chances of a rate hike in 2027 – while markets are currently pricing-in over two rate hikes from the Bank of Canada by year-end. For th...
AMD Chief Executive Lisa Su praised the openness and dynamism of China’s AI ecosystem at the company’s AI Developer Day in Shanghai on May 19. Advanced Micro Devices Inc. CEO Lisa Su highlighted the rapid rise of agentic AI and the critical need for on-device computing power during a Tuesday developer event in Shanghai. Su praised the vitality of China’s artificial intelligence ecosystem, predicti...
AMD Chief Executive Lisa Su praised the openness and dynamism of China’s AI ecosystem at the company’s AI Developer Day in Shanghai on May 19. Advanced Micro Devices Inc. CEO Lisa Su highlighted the rapid rise of agentic AI and the critical need for on-device computing power during a Tuesday developer event in Shanghai. Su praised the vitality of China’s artificial intelligence ecosystem, predicting that the global active AI user base will reach 5 billion in the coming years. This industry pivot toward edge computing reflects an intensifying battle among chipmakers to dominate the emerging AI PC market, as data privacy concerns and cloud costs drive developers to process complex, multi-agent workloads directly on personal hardware.
Cognyte Software ( CGNT ) announced on Wednesday a ~$5M upgrade deal with a long-time national security agency customer in the APAC region. The upgrade will enhance its investigative analytics system with newer AI tools for faster and more efficient investigations. The deal comes as security agencies face rising data and more complex threats, increasing demand for advanced analytics solutions. CGN...
Cognyte Software ( CGNT ) announced on Wednesday a ~$5M upgrade deal with a long-time national security agency customer in the APAC region. The upgrade will enhance its investigative analytics system with newer AI tools for faster and more efficient investigations. The deal comes as security agencies face rising data and more complex threats, increasing demand for advanced analytics solutions. CGNT said that follow-on deals with existing customers remain a key growth driver and support its long-term revenue outlook. The stock is trading ~2% lower at ~$9.80 in premarket trading hours. Source: Press Release More on Cognyte Software Cognyte Software: Compelling EBITDA, Low Dilution Cognyte Software Ltd. 2026 Q4 - Results - Earnings Call Presentation Cognyte Software Ltd. (CGNT) Q4 2026 Earnings Call Transcript Cognyte enters three-year subscription agreement worth over $20M with EMEA customer Cognyte jumps 15% on U.S. law enforcement contract win, expands North America footprint
Optimi Health ( OPTHD ) announced on Wednesday the pricing of its underwritten public offering in connection with the uplisting of its common shares to Nasdaq. The company is offering 2.4M common shares at a public offering price of $6.25 per share. It has also granted the underwriter the option to purchase up to an additional 360,000 common shares. The common shares are expected to begin trading ...
Optimi Health ( OPTHD ) announced on Wednesday the pricing of its underwritten public offering in connection with the uplisting of its common shares to Nasdaq. The company is offering 2.4M common shares at a public offering price of $6.25 per share. It has also granted the underwriter the option to purchase up to an additional 360,000 common shares. The common shares are expected to begin trading on Nasdaq on May 20, 2026, under the symbol "OPTH." Optimi Health highlighted that the gross proceeds from the offering, before deducting underwriting discounts and commissions and other estimated offering expenses payable by the company, are expected to be approximately $15 million, excluding any exercise of the underwriter's option to purchase additional shares. The offering is expected to close on or about May 21, 2026. The company intends to use the net proceeds for scaling production and distribution of its products in its current markets, additional market expansion, including the United States , and sales growth and general working capital and other operating expenses. Joseph Gunnar & Co. is acting as sole book-running manager for the offering. More on Optimi Health Corp. Financial information for Optimi Health Corp.
SlavkoSereda/iStock via Getty Images Model Allocation Update (May 2026) This article provides ongoing analysis of my Asset Allocation Model (the " Model Allocation " or " Model "). Per usual, this update will analyze the performance of certain investment ideas generated for the Model Allocation's portfolio for 2026 (the " Model Portfolio " or " Portfolio "). Below are the current asset allocations...
SlavkoSereda/iStock via Getty Images Model Allocation Update (May 2026) This article provides ongoing analysis of my Asset Allocation Model (the " Model Allocation " or " Model "). Per usual, this update will analyze the performance of certain investment ideas generated for the Model Allocation's portfolio for 2026 (the " Model Portfolio " or " Portfolio "). Below are the current asset allocations of the Model compared to where they stood on March 6, 2026. Current Model Allocations As of May 18, 2026, the updated allocations for the eight (8) asset allocation buckets constituting the current Model Portfolio are as follows. Asset Class Target Allocation % % As of May 18, 2026 % As of March 6, 2026 Inflation Beneficiary Equities (" IBEs ") 15-20 16 15 BTC & Blockchain Equities 1-5 2 2 Growth Stocks 15-20 16 14 Quality Stocks 20-25 22 23 Speculative Investments 5-10 8 8 Precious Metals 5-10 7 10 All-Weather ETFs 5-10 10 8 Cash/Cash Equivalents 5-20 19 20 Click to enlarge Market Direction Unknown; Inflation Up & Away My March Portfolio Update showed me getting more defensive and shorting the Nasdaq which proved timely at least for the next three-and-a-half weeks thereafter. Then, starting about March 31, 2026, the Invesco QQQ Trust, Series 1 ETF ( QQQ ) proceeded to rally aggressively through the end of April as shown below. Seeking Alpha Finding myself off-sides, I capitulated and closed out my short position on April 6th and began putting some cash to work, reducing the Cash & Cash Equivalents allocation by 100 basis points (from 20% to 19%). Specifically, cash plus short close-out proceeds were used to increase my Growth Bucket allocation, which had been hovering below its 15% minimum target allocation, increasing the bucket from 14% to 16%. Notably, I have added a starter position in the Grizzle Growth ETF ( DARP ). The BTC & Blockchain Equities bucket stayed steady, even though underneath the hood there was a lot of volatility, as well as trading around core positi...
Caleres ( CAL ) has appointed Dan Karpel as senior vice president and chief financial officer, effective immediately. Karpel rejoined Caleres as chief accounting officer in October 2025 and was appointed to the role of interim chief financial officer in January 2026. He will serve as the company's principal financial officer and principal accounting officer. CAL shares were up +3.4% premarket. Mor...
Caleres ( CAL ) has appointed Dan Karpel as senior vice president and chief financial officer, effective immediately. Karpel rejoined Caleres as chief accounting officer in October 2025 and was appointed to the role of interim chief financial officer in January 2026. He will serve as the company's principal financial officer and principal accounting officer. CAL shares were up +3.4% premarket. More on Caleres Caleres, Inc. (CAL) Q4 2025 Earnings Call Transcript Caleres Is Now Reasonably Priced, But Is Not Attractive After The Rally Caleres, Inc. 2025 Q4 - Results - Earnings Call Presentation Caleres Non-GAAP EPS of -$0.36 beats by $0.04, revenue of $695.1M beats by $9.68M Caleres FY 2026 Earnings Preview
designer491/iStock via Getty Images Personalis ( PSNL ) shares rose ~5% in the premarket on Wednesday after the company received the fourth Medicare decision, which will broaden coverage for its NeXT Personal minimal residual disease test in the U.S. In a press release, the cancer test maker said that the latest coverage determination by the Molecular Diagnostic Services Program of the U.S. Center...
designer491/iStock via Getty Images Personalis ( PSNL ) shares rose ~5% in the premarket on Wednesday after the company received the fourth Medicare decision, which will broaden coverage for its NeXT Personal minimal residual disease test in the U.S. In a press release, the cancer test maker said that the latest coverage determination by the Molecular Diagnostic Services Program of the U.S. Centers for Medicare & Medicaid Services will broaden NeXT Personal’s clinical use in breast cancer. According to the company, the MolDX decision will enable Medicare beneficiaries with stage II and III triple-negative breast cancer or HER2-positive breast cancer to receive reimbursement for NeXT Personal's use in monitoring treatment response to their neoadjuvant therapy. The decision marks a coverage expansion for the test following a determination by Medicare in November to cover NeXT Personal for recurrence monitoring after surgery in patients with stage II and III breast cancer. More on Personalis Personalis, Inc. (PSNL) Q1 2026 Earnings Call Transcript Personalis, Inc. (PSNL) Q4 2025 Earnings Call Transcript Personalis rises as Medicare coverage for NeXT Personal test expands Personalis outlines 2026 clinical volume target of 43,000 to 45,000 tests while reaffirming $78M to $80M revenue guidance Seeking Alpha’s Quant Rating on Personalis
The Metropolitan Police Service (MPS) has chosen BetterFleet as its Charge Management System to support its fleet electrification strategy and move towards a carbon net-zero fleet by 2030. The adoption of BetterFleet's AI-enabled platform will help streamline the charging process for MPS's extensive fleet, ensuring reliable EV charging and efficient cost allocation for its frontline officers. With...
The Metropolitan Police Service (MPS) has chosen BetterFleet as its Charge Management System to support its fleet electrification strategy and move towards a carbon net-zero fleet by 2030. The adoption of BetterFleet's AI-enabled platform will help streamline the charging process for MPS's extensive fleet, ensuring reliable EV charging and efficient cost allocation for its frontline officers. With plans to expand its electric and hybrid fleet, the MPS aims to enhance its 24-hour public safety operations, leveraging BetterFleet's scalable, secure architecture to manage growing infrastructure demands. This initiative aligns with London's broader ambition for a zero-emission public transport system by 2030. In other market news, Zhejiang Yinlun MachineryLtd was a standout up 10% and finishing the session at CN¥58.15, close to the 52-week high. In the meantime, Huber+Suhner lagged, down 7.6% to end trading at CHF256.50. Huber+Suhner's innovative optical technologies in high-growth markets position it strategically for significant near-term advancement. Discover more about the potential impact and opportunities in our detailed narrative on the company. On a related note, revisit our Market Insights piece, “What’s Happening with Renewables & EVs,” which highlights 2025's EV sector revival amid surging AI-driven energy investments. Discover the critical trends shaping your investment strategy before it’s too late! Best EV Stocks Tesla settled at $404.11 down 1.4%. Turning Ideas Into Actions This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-se...
Grant said the media exposure had overwhelmed her, adding: "To be honest I never expected it to be seen as much as it has – I knew it would be a big wedding, don't get me wrong, but its been exciting."
Grant said the media exposure had overwhelmed her, adding: "To be honest I never expected it to be seen as much as it has – I knew it would be a big wedding, don't get me wrong, but its been exciting."
By Brian Lantier, CFA NYSE: RERE READ THE FULL RERE RESEARCH REPORT Before the market opened on May 19, ATRenew (NYSE: RERE) released its first-quarter results for 2026, highlighting that the diversification of its product lines, strong consumer branding, and access to premium products continue to drive growth, even as the broader domestic smartphone market in China has contracted. ATRenew continu...
By Brian Lantier, CFA NYSE: RERE READ THE FULL RERE RESEARCH REPORT Before the market opened on May 19, ATRenew (NYSE: RERE) released its first-quarter results for 2026, highlighting that the diversification of its product lines, strong consumer branding, and access to premium products continue to drive growth, even as the broader domestic smartphone market in China has contracted. ATRenew continues to gain mindshare among consumers, and the company’s strong affiliation with Apple products helped drive demand in Q1. Total net product revenues at ATRenew jumped 34.4% from the same period of 2025 to RMB5.73 billion ($830 million) and were only down 1.7% sequentially from the seasonally strong fourth quarter of 2025. The strong performance of the iPhone 17 was likely the primary driver of this outperformance, but we noted that the company cited strength across all consumer electronics lines, so we think the demand for other Apple products, including MacBooks, may have temporarily boosted revenue in the quarter. Net product revenues for ATRenew exceeded our forecast by 4.5%, or RMB249 million, largely due to higher unit volume, and we believe higher average pricing, driven by a higher proportion of Apple products and higher pricing across all brands as a result of higher memory costs. After adjusting for non-cash share-based compensation expenses of RMB4.4 million in the quarter and small amortization of intangibles (RMB780 thousand), adjusted non-GAAP income was reported at RMB140.1 million or $20.3 million for the quarter or $0.08/ADS, which was about $2.3 million ahead of our forecast or a little over a $0.01/ADS. Model adjustments: We have adjusted our model to reflect the very strong Q1 results and the company’s guidance for Q2 revenues of between RMB6.24 billion and RMB6.34 billion. As a result of this updated guidance, our total revenue forecast for 2026 is now RMB26.4 billion (up from a previous estimate of RMB26.0 billion), representing roughly 25.5% topline gr...
G0d4ather/iStock Editorial via Getty Images Applied Materials ( AMAT ) said Broadcom ( AVGO ) will join its EPIC platform as an innovation partner to help speed up the development of advanced chip packaging technologies for next-generation AI systems. Through the partnership , Broadcom ( AVGO ) will tap into research and development efforts across Applied Materials’ ( AMAT ) global innovation cent...
G0d4ather/iStock Editorial via Getty Images Applied Materials ( AMAT ) said Broadcom ( AVGO ) will join its EPIC platform as an innovation partner to help speed up the development of advanced chip packaging technologies for next-generation AI systems. Through the partnership , Broadcom ( AVGO ) will tap into research and development efforts across Applied Materials’ ( AMAT ) global innovation centers, including its new EPIC Center in Silicon Valley, to advance chip packaging technologies that improve connections between multiple chips within computing systems. AMAT shares were up +2% premarket, while AVGO gained +1.8% amid a broader rally in the chip sector. More on Applied Materials, Broadcom Broadcom: You Didn't Miss The Boat Broadcom: AI Visibility Has Compounded; The Multiple Has Not Applied Materials: AI Chip Equipment Boom Looks Priced For Perfection Micron, Nvidia, AMD climb as Samsung strike risk threatens chip supply Quant ratings on Coatue Management's top holdings: TSM, GEV, LRCX, AMAT, AVGO