In trading on Thursday, manufacturing shares were relative leaders, up on the day by about 2.6%. Leading the group were shares of Comtech Telecommunications, up about 15.6% and shares of AmpliTech Group up about 11.8% on the day. Also showing relative strength are television & radio shares, up on the day by about 1.5% as a group, led by Entravision Communications, trading up by about 7.1% and Siri...
In trading on Thursday, manufacturing shares were relative leaders, up on the day by about 2.6%. Leading the group were shares of Comtech Telecommunications, up about 15.6% and shares of AmpliTech Group up about 11.8% on the day. Also showing relative strength are television & radio shares, up on the day by about 1.5% as a group, led by Entravision Communications, trading up by about 7.1% and SiriusXM Holdings, trading up by about 5.4% on Thursday. VIDEO: Thursday Sector Leaders: Manufacturing, Television & Radio Stocks The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Cisco Systems (NASDAQ:CSCO) ranks #5 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.5% Cisco benefits from the AI buildout because of its relevance to the networking and connectivity layer that large AI systems depend on. As hyperscalers such as Meta, Amazon, Alphabet, and Microsoft ...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Cisco Systems (NASDAQ:CSCO) ranks #5 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.5% Cisco benefits from the AI buildout because of its relevance to the networking and connectivity layer that large AI systems depend on. As hyperscalers such as Meta, Amazon, Alphabet, and Microsoft expand spending on data centers, a significant portion of that capital is directed toward networking infrastructure needed to connect massive clusters of GPUs and servers. Cisco Silicon One networking silicon platform and optical networking are used in hyperscaler environments, where performance and low-latency communication between machines are critical for training and running AI models. Cisco Systems recently surged to new highs, posting its biggest one-day gain since 2011 after strong quarterly results and upbeat guidance. The company’s AI networking business grew strongly, helping drive investor optimism around its position in the AI infrastructure cycle. HSBC upgraded Cisco from Hold to Buy and said AI is becoming a structural tailwind for the company, with AI revenue having a bigger-than-expected financial impact. The firm expects AI to account for about 6% of Cisco’s revenue in fiscal 2026 and around 9% in fiscal 2027. Photo by Mika Baumeister on Unsplash While we acknowledge the potential of CSCO 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 short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.
Defaults in private credit have been reaching record highs, and fund redemptions have exceeded inflows in some of the sector's riskiest segments. But the troubles in private equity could be just getting started as yields in bond markets around the world climb to the highest level in years, forcing loan refinancings at higher rates. The yield on the 10-year U.S. Treasury note climbed above 4.68% on...
Defaults in private credit have been reaching record highs, and fund redemptions have exceeded inflows in some of the sector's riskiest segments. But the troubles in private equity could be just getting started as yields in bond markets around the world climb to the highest level in years, forcing loan refinancings at higher rates. The yield on the 10-year U.S. Treasury note climbed above 4.68% on Tuesday, the highest since January 2025. That day, the rate on the 30-year note surpassed 5.19%, a level not seen since 2007 . US10Y 5D mountain The 10-year Treasury note yield in the past five trading days The yield spike is happening globally alongside the U.S.-Israel war on Iran, which has pushed up energy prices and inflation, spooking investors who want greater returns. Private credit firms make money on interest rate spreads based on Treasury yields, which means they're refinancing their bad loans at a higher cost. Westwood Capital managing partner Dan Alpert said Tuesday he had been "very worried" and that rising interest rates were only making matters worse. "Higher Treasury rates make it harder for companies to refinance, and you've got a jittery market out there worried about inflation," he told CNBC. "Teasing [the macroeconomic factors] apart from what I believe is some significant credit weakness in private credit is very, very difficult." Warning signs from ratings agencies Fitch Ratings' U.S. private credit default rate reached a record of 6.0% for the twelve months ended April 2026, which was up from 5.7% in March. It was the highest rate since the creation of the index in 2024. The ratings agency clocked 10 private credit defaults last month, with seven of those engaging in maturity extensions that were "under stress." Most of those kicked loan maturities out by one or two years from their original date. Another default monitor from ratings agency KBRA declined for the first time in April since 2024, dropping to 3.1% from its 2025 peak of 3.9%. Lenders are ...
Image source: The Motley Fool. Thursday, May 21, 2026 at 11:00 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Ara K. Hovnanian Chief Financial Officer — Brad G. O'Connor Vice President, Corporate Controller — David Mitrisin Vice President, Finance and Treasurer — Paul Eberly Senior Vice President, Corporate Legal — Jeffrey T. O'Keefe TAKEAWAYS Total Revenue -- $668 million, near ...
Image source: The Motley Fool. Thursday, May 21, 2026 at 11:00 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Ara K. Hovnanian Chief Financial Officer — Brad G. O'Connor Vice President, Corporate Controller — David Mitrisin Vice President, Finance and Treasurer — Paul Eberly Senior Vice President, Corporate Legal — Jeffrey T. O'Keefe TAKEAWAYS Total Revenue -- $668 million, near the midpoint of management's projected range and down 3%, primarily due to a 12% decrease in home deliveries; partly offset by a land sale. -- $668 million, near the midpoint of management's projected range and down 3%, primarily due to a 12% decrease in home deliveries; partly offset by a land sale. Adjusted Gross Margin -- 14.3%, exceeding the upper end of guidance and improving sequentially from 13.4%. -- 14.3%, exceeding the upper end of guidance and improving sequentially from 13.4%. SG&A Expense -- 12.6% of revenue, at the favorable end of management's expectations. -- 12.6% of revenue, at the favorable end of management's expectations. Joint Venture Contribution -- $1 million loss, cited as due to startup costs for new communities. -- $1 million loss, cited as due to startup costs for new communities. Adjusted EBITDA -- $41 million, above the guided range for the quarter. -- $41 million, above the guided range for the quarter. Adjusted Pretax Income -- $9 million, at the top of the expected range. -- $9 million, at the top of the expected range. Incentives as Percent of Sales Price -- 11.9%, marking a 70 basis-point sequential decline and the first drop in nearly two years; still up 140 basis points from one year prior. -- 11.9%, marking a 70 basis-point sequential decline and the first drop in nearly two years; still up 140 basis points from one year prior. Construction Costs -- Down 2% year over year. -- Down 2% year over year. Single-Family Home Cycle Time -- Improved by 6 days to 138 days compared to the previous year. -- Improved by 6 days to 138 days compared t...
FooTToo/iStock via Getty Images Demand for architectural design services weakened again in April, but UBS analyst Steven Fisher said the broader outlook for non-residential construction remains poised to improve in the second half of 2026 as large industrial and infrastructure projects move forward. The Architecture Billings Index, a closely watched gauge of future construction activity published ...
FooTToo/iStock via Getty Images Demand for architectural design services weakened again in April, but UBS analyst Steven Fisher said the broader outlook for non-residential construction remains poised to improve in the second half of 2026 as large industrial and infrastructure projects move forward. The Architecture Billings Index, a closely watched gauge of future construction activity published by the American Institute of Architects, fell to 48.3 in April from 49.8 in March. A reading below 50 signals declining demand for design services. Commercial and industrial billings slipped to 48.9 from 52.5, while institutional projects also weakened to 51.1 from 52.6. Multifamily residential activity edged higher to 51.5 from 50.9, while mixed-practice firms remained the weakest segment despite modest improvement. All four U.S. regions posted negative readings, led by the Northeast at 47.2 and the South at 47.7. Still, Fisher pointed to signs that underlying demand has not collapsed. New project inquiries rose to 57.7 from 56.8, while design contracts improved slightly to 48.0 from 47.8. For investors, the report matters because the ABI is viewed as a leading indicator for non-residential construction spending, typically foreshadowing activity levels by roughly nine to 12 months. Weak readings can weigh on shares tied to commercial construction demand, while improving inquiries and contract trends may signal a future rebound for industrial, engineering and building-products companies. Fisher said UBS continues to expect non-residential construction spending growth to re-accelerate later this year following what he described as a sluggish first half. While inflation and higher interest rates could continue pressuring commercial construction, Fisher said structural growth areas including manufacturing and power projects should offset those headwinds. UBS expects the recovery to be driven by spending tied to semiconductor plants, life sciences facilities, electric-grid upgr...
After the sirens: Lebanon's first responders swing between duty and grief toggle caption Diego Ibarra Sánchez/for NPR SIDON, Lebanon — In this southern Lebanese city, Nareej Ramal is weeping in the arms of her father-in-law; the civil defense uniform her husband, Hussein Jaber, wore every day is draped around her shoulders like a final embrace. Jaber, 32, a veteran first responder with Lebanon's i...
After the sirens: Lebanon's first responders swing between duty and grief toggle caption Diego Ibarra Sánchez/for NPR SIDON, Lebanon — In this southern Lebanese city, Nareej Ramal is weeping in the arms of her father-in-law; the civil defense uniform her husband, Hussein Jaber, wore every day is draped around her shoulders like a final embrace. Jaber, 32, a veteran first responder with Lebanon's interior ministry, was killed along with his colleague Ahmad Noura, 45, by an Israeli drone on May 12 in Nabatieh, a city in southern Lebanon, as they tried to rescue a man wounded in another strike moments earlier. His death came just days before Ramal and Jaber's first wedding anniversary. The two men were the latest of over 100 first responders killed in Israeli airstrikes since the war between Israel and the militant group Hezbollah began on March 2. A ceasefire between Israel and Lebanon that began in April has not slowed Israeli attacks. Sponsor Message Israel has repeatedly accused Hezbollah of using ambulances and medical facilities for military purposes, without providing evidence, claims Lebanon's health ministry denies. International law protects hospitals, rescue teams and ambulance crews. "But what we see now, no, it's not that," says Mona Boud Zeid, the director of Al Najdeh al-Shaabiyeh Hospital, which treats the wounded in southern Lebanon. From the hospital's location in Nabatieh, she can see the airstrikes. "It's like what we see now in Gaza. It's the same. ... Maybe our hospitals, our nurses, our doctors will go through the same." Gaza's health ministry says Israeli attacks killed more than 1,700 medical personnel and first responders during the war. toggle caption Diego Ibarra Sánchez/for NPR toggle caption Diego Ibarra Sánchez/for NPR toggle caption Diego Ibarra Sánchez/for NPR According to the medical aid group Doctors Without Borders, which has personnel at the Nabatieh hospital, Jaber and Noura were killed after rushing to the scene of an earlier stri...
Our DTE Energy (NYSE:DTE) call is constructive heading into the back half of 2026. The Detroit-based utility is in the middle of a generational capital cycle, with hyperscale data center demand reshaping the long-term earnings trajectory. The 24/7 Wall St. price target for DTE Energy is $157.53, implying 11.44% upside from $141.35. We rate shares ... Price Prediction: Can DTE Energy Hit $200 Befor...
Our DTE Energy (NYSE:DTE) call is constructive heading into the back half of 2026. The Detroit-based utility is in the middle of a generational capital cycle, with hyperscale data center demand reshaping the long-term earnings trajectory. The 24/7 Wall St. price target for DTE Energy is $157.53, implying 11.44% upside from $141.35. We rate shares ... Price Prediction: Can DTE Energy Hit $200 Before 2027?
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Broadcom Inc. (NASDAQ:AVGO) ranks #6 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.2% Broadcom Inc (NASDAQ:AVGO) is one of the most important pick-and-shovel names in the AI revolution. It designs custom AI chips for hyperscalers like Google, Meta, and others, tailoring silicon to s...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Broadcom Inc. (NASDAQ:AVGO) ranks #6 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.2% Broadcom Inc (NASDAQ:AVGO) is one of the most important pick-and-shovel names in the AI revolution. It designs custom AI chips for hyperscalers like Google, Meta, and others, tailoring silicon to specific workloads instead of selling general-purpose GPUs. This business involves long co-development cycles, deep integration into customer data centers, and high switching costs, and that’s exactly where AVGO’s moat comes from. But custom GPUs isn’t the only growth catalyst for the stock. Broadcom plays a central role in Ethernet-based data center infrastructure that moves massive amounts of data between thousands of GPUs. Its high-end switch ASICs are the core engines inside these networks. Key product families like Tomahawk, Trident, and Jericho handle different parts of this process: Tomahawk is used for ultra-high-speed switching in large AI clusters, Trident focuses on flexible enterprise and data center switching, and Jericho is designed for large-scale routing and long-distance, high-bandwidth data movement. Clearbridge Dividend Strategy stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its Q1 2026 investor letter: “In IT, we exited Oracle and trimmed Broadcom Inc. (NASDAQ:AVGO). On the semiconductor side, we modestly reduced our position in Broadcom to fund our new investment in Taiwan Semiconductor (TSMC). While Broadcom remains well positioned, and we remain constructive on the stock, the risk-reward outlook has diminished as the shares have tripled over t...... (Click Here to Read the Letter in Detail).” Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process. While we acknowledge the potential of AVGO as an investmen...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Broadcom Inc. (NASDAQ:AVGO) ranks #6 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.2% Broadcom Inc (NASDAQ:AVGO) is one of the most important pick-and-shovel names in the AI revolution. It designs custom AI chips for hyperscalers like Google, Meta, and others, tailoring silicon to s...
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Broadcom Inc. (NASDAQ:AVGO) ranks #6 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.2% Broadcom Inc (NASDAQ:AVGO) is one of the most important pick-and-shovel names in the AI revolution. It designs custom AI chips for hyperscalers like Google, Meta, and others, tailoring silicon to specific workloads instead of selling general-purpose GPUs. This business involves long co-development cycles, deep integration into customer data centers, and high switching costs, and that’s exactly where AVGO’s moat comes from. But custom GPUs isn’t the only growth catalyst for the stock. Broadcom plays a central role in Ethernet-based data center infrastructure that moves massive amounts of data between thousands of GPUs. Its high-end switch ASICs are the core engines inside these networks. Key product families like Tomahawk, Trident, and Jericho handle different parts of this process: Tomahawk is used for ultra-high-speed switching in large AI clusters, Trident focuses on flexible enterprise and data center switching, and Jericho is designed for large-scale routing and long-distance, high-bandwidth data movement. Clearbridge Dividend Strategy stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its Q1 2026 investor letter: “In IT, we exited Oracle and trimmed Broadcom Inc. (NASDAQ:AVGO). On the semiconductor side, we modestly reduced our position in Broadcom to fund our new investment in Taiwan Semiconductor (TSMC). While Broadcom remains well positioned, and we remain constructive on the stock, the risk-reward outlook has diminished as the shares have tripled over t...... (Click Here to Read the Letter in Detail).” Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process. While we acknowledge the potential of AVGO as an investmen...
Xerox Holdings announced today that its board of directors declared a quarterly dividend of $0.025 per share on Xerox Holdings Corporation Common Stock. The dividend is payable on July 31, 2026, to shareholders of record on June 30, 2026. BlackRock, today announced that its Board of Directors has declared a quarterly cash dividend of $5.73 per share of common stock, payable June 23, 2026 to shareh...
Xerox Holdings announced today that its board of directors declared a quarterly dividend of $0.025 per share on Xerox Holdings Corporation Common Stock. The dividend is payable on July 31, 2026, to shareholders of record on June 30, 2026. BlackRock, today announced that its Board of Directors has declared a quarterly cash dividend of $5.73 per share of common stock, payable June 23, 2026 to shareholders of record at the close of business on June 5, 2026. Thermo Fisher Scientific, the world leader in serving science, today announced that its Board of Directors authorized a quarterly cash dividend of $0.47 per common share, payable on July 15, 2026, to shareholders of record as of June 15, 2026. Franklin Resources announced a quarterly cash dividend in the amount of $0.33 per share payable on July 10, 2026 to stockholders of record holding shares of common stock at the close of business on June 29, 2026. The quarterly dividend of $0.33 per share is equivalent to the dividend paid for the prior quarter and represents a 3.1% increase over the quarterly dividend paid for the same quarter last year. Today, McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on June 16, 2026 to shareholders of record at the close of business on June 2, 2026. On May 18, 2026, the NVIDIA Board of Directors approved an additional $80.0 billion to the Company's share repurchase authorization, without expiration. NVIDIA is increasing its quarterly cash dividend from $0.01 per share to $0.25 per share of common stock, which will be paid on June 26, 2026, to all shareholders of record on June 4, 2026. VIDEO: Daily Dividend Report: XRX,BLK,TMO,BEN,MCD,NVDA The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Computer Modelling Group press release ( CMG:CA ): Q4 GAAP EPS of C$0.07. Revenue of C$33.7M. More on Computer Modelling Group Historical earnings data for Computer Modelling Group Dividend scorecard for Computer Modelling Group Financial information for Computer Modelling Group
Computer Modelling Group press release ( CMG:CA ): Q4 GAAP EPS of C$0.07. Revenue of C$33.7M. More on Computer Modelling Group Historical earnings data for Computer Modelling Group Dividend scorecard for Computer Modelling Group Financial information for Computer Modelling Group
Earnings Call Insights: Nordson (NDSN) Q2 fiscal 2026 Management View "I'm very pleased to report a strong second quarter where all 3 segments contributed to our organic growth performance, surpassing the midpoint expectations of last quarter's sales and earnings guidance." (President, CEO & Director Sundaram Nagarajan) "We built upon the momentum of the first quarter with record sales of $741 mil...
Earnings Call Insights: Nordson (NDSN) Q2 fiscal 2026 Management View "I'm very pleased to report a strong second quarter where all 3 segments contributed to our organic growth performance, surpassing the midpoint expectations of last quarter's sales and earnings guidance." (President, CEO & Director Sundaram Nagarajan) "We built upon the momentum of the first quarter with record sales of $741 million." and "Order entry momentum continued throughout the quarter with accelerated activity in the last couple of months, driving up backlog 18% organically compared to the prior year." (President Nagarajan) "Solid execution and volume leverage drove record profit performance for the quarter, delivering EBITDA of $235 million, which was a second quarter record and 32% of sales." and "Adjusted earnings per share of $2.86 were also a second quarter record." (President Nagarajan) "Our free cash flow conversion over 100% of net income continues to be a strength" and "during the quarter, we acquired CapstanAG, a small but strategic precision agriculture company in North America." (President Nagarajan) "Second quarter fiscal 2026 sales were a second quarter record of $741 million, up 8% from the prior year" and "adjusted operating profit increased 11% year-over-year to $199 million or 27% of sales." (Executive VP & CFO Daniel Hopgood) "The biggest driver was a onetime pension settlement transaction we completed during the quarter" and "the transaction resulted in a onetime $24 million pretax charge as part of the settlement." (Executive VP Hopgood) Outlook Management guided "third quarter fiscal 2026 sales in the range of $760 million to $790 million" and "third quarter adjusted earnings are forecasted to be in the range of $2.95 to $3.15 per diluted share." (President Nagarajan) Management raised full-year expectations: "Sales are now expected to be in the range of $2.930 billion to $3.010 billion and adjusted earnings to be in the range of $11.30 to $11.80 per diluted share." (...
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Lam Research is now the #121 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component from each broker, and then ranking the 500 components by those average opinion values. Looking at the stock price movement year to date, Lam...
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Lam Research is now the #121 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component from each broker, and then ranking the 500 components by those average opinion values. Looking at the stock price movement year to date, Lam Research is showing a gain of 110.3%. VIDEO: S&P 500 Analyst Moves: LRCX The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Earnings Call Insights: Ralph Lauren (RL) Q4 fiscal 2026 Management View "We drove broad-based performance across our lifestyle categories, geographies and channels" and "both our top and bottom line results exceeded expectations" in the first year of the "Next Great Chapter: Drive" plan (President, CEO & Director Patrice Louvet). "Our reported full year revenues surpassed $8 billion for the first...
Earnings Call Insights: Ralph Lauren (RL) Q4 fiscal 2026 Management View "We drove broad-based performance across our lifestyle categories, geographies and channels" and "both our top and bottom line results exceeded expectations" in the first year of the "Next Great Chapter: Drive" plan (President, CEO & Director Patrice Louvet). "Our reported full year revenues surpassed $8 billion for the first time" and "Operating margins exceeded our expectations, reflecting gross margin expansion more than offsetting the meaningful impact of tariffs" (President, CEO & Director Louvet). "In the fourth quarter, we added 1.4 million new customers to our DTC businesses" and "Global comps increased high teens on top of 13% growth last year" (President, CEO & Director Louvet). "China sales accelerated to more than 50% growth" and the company "opened 108 new owned and partner stores globally this year," while also purchasing "our iconic store locations in New York City's SoHo and on Boston's Newbury Street" (President, CEO & Director Louvet). "Total company fourth quarter revenue grew 12%, ahead of our mid-single-digit outlook" and "Total company adjusted gross margin expanded 40 basis points to 69% compared to our expectation of roughly 100 basis points of contraction" (Chief Financial Officer Justin Picicci). Outlook "We expect full year constant currency revenue to increase mid-single digits to last year on a 52-week comparable basis, centered around 4% to 5%" and "Fiscal '27 includes a 53rd week, which is expected to add approximately 1 point to revenue growth" (Chief Financial Officer Picicci). "We currently expect full year operating margin to expand in the range of 40 to 60 basis points in constant currency" and "Gross and operating margin expansion are expected to be relatively stronger in the first half of the fiscal year" (Chief Financial Officer Picicci). "Our guidance does not currently assume any potential impact from tariff refunds" and the outlook assumes "a sequential...
Tesla (NASDAQ: TSLA) is once again sucking up financial oxygen, with Reddit’s wallstreetbets crowd posting sentiment scores as high as 88 (Very Bullish) on robotaxi, Optimus, and China-deal chatter. Tesla closed at $404.11 on May 19, 2026, against a trailing P/E of 373 and a forward P/E of 208, with a PEG ratio of 5.9. ... Forget Tesla for Retirees: Here Are 3 Value-Driven Automotive Stalwarts to ...
Tesla (NASDAQ: TSLA) is once again sucking up financial oxygen, with Reddit’s wallstreetbets crowd posting sentiment scores as high as 88 (Very Bullish) on robotaxi, Optimus, and China-deal chatter. Tesla closed at $404.11 on May 19, 2026, against a trailing P/E of 373 and a forward P/E of 208, with a PEG ratio of 5.9. ... Forget Tesla for Retirees: Here Are 3 Value-Driven Automotive Stalwarts to Buy Right Now
Quick Read Legacy automakers are capturing cash flow and valuation upside while Tesla trades at 373x trailing P/E on promises from Robotaxi and Optimus that contribute zero current earnings. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Ford wasn't one of them. Get them here FREE. Tesla (NASDAQ: TSLA) is once again sucking up financial oxygen, with Reddit's wallstreetbets ...
Quick Read Legacy automakers are capturing cash flow and valuation upside while Tesla trades at 373x trailing P/E on promises from Robotaxi and Optimus that contribute zero current earnings. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Ford wasn't one of them. Get them here FREE. Tesla (NASDAQ: TSLA) is once again sucking up financial oxygen, with Reddit's wallstreetbets crowd posting sentiment scores as high as 88 (Very Bullish) on robotaxi, Optimus, and China-deal chatter. Tesla closed at $404.11 on May 19, 2026, against a trailing P/E of 373 and a forward P/E of 208, with a PEG ratio of 5.9. The stock is down 10.14% year to date, and the underlying business no longer behaves like a hyper-growth story. First-mover pricing power is steadily eroding under intense global competition and heavy discounting. Q1 26 vehicle deliveries grew just 6% YoY after Q4 25 deliveries dropped 16% YoY to 418,227 units. Full-year 2025 net income fell 46.79% to $3.79 billion. The remaining bull case leans on Cybercab, Optimus, and Robotaxi promises that contribute zero to today's earnings. Tesla pays no dividend and runs no meaningful buyback, leaving investors with a story-driven valuation. The contrarian play sits in plain sight: three legacy automakers printing cash at single-digit forward multiples. 1. General Motors is buying back stock and raising guidance General Motors (NYSE: GM) just posted adjusted Q1 26 EPS of $3.70 versus the $2.62 consensus, a fourth consecutive beat, and raised FY26 adjusted EPS guidance to $11.50 to $13.50. Shares trade at a forward P/E of 6 against an analyst target of $93.92, with the stock at $72.63. Management hiked the quarterly dividend 20% to $0.18 in January 2026, authorized a fresh $6.0 billion buyback, and already repurchased $800 million in Q1. Share count shrank from 995 million to 904 million during 2025. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Ford wasn't one of them. Get them here FR...
One could argue endlessly about this Labour government’s record on the economy, and Chancellor Rachel Reeves and her Tory shadow Mel Stride did exactly that again in the House of Commons this afternoon, exchanging barbs in front of a few dozen bored colleagues sitting on surprisingly sparse green benches. Both had their selectively-picked statistics to hand and demonstrated that, on many counts, y...
One could argue endlessly about this Labour government’s record on the economy, and Chancellor Rachel Reeves and her Tory shadow Mel Stride did exactly that again in the House of Commons this afternoon, exchanging barbs in front of a few dozen bored colleagues sitting on surprisingly sparse green benches. Both had their selectively-picked statistics to hand and demonstrated that, on many counts, you can spin things in either direction. Still, one number emerged from the Office for National Statistics today that looks pretty unambiguous: the level of migration. Net migration to the UK has plummeted 82% since the so-called Boriswave , which, if you’re unaware, is slang for the spike in arrivals when Covid lockdowns ended, triggered by renewed travel freedoms, demand for workers and Conservative migration rules inspired, ironically, by Brexit. This chart shows the full picture: Inevitably, some people have tried to add ambiguity to the decline. Reform UK’s Robert Jenrick suggested it’s down to a flood of British people leaving the country in light of Labour’s policies. “It’s the Starmer Exodus,” he wrote on social media today, showing impressive flair for the use of capital letters. As either a proper noun or a regular political slogan, however, the Starmer Exodus may struggle to take off: while it’s true that 246,000 Brits left the UK last year, the number was higher (at 255,000) back in 2023 when Jenrick was immigration minister for the Conservatives. On a net basis, the emigration of Brits is up, admittedly, but it’s been in the six figures since the Conservative era and can we really say the various incumbents of Downing Street are to blame more than, for example, the weather and the cost of a house? The bottom line is that overall net migration has fallen from a peak of 944,000 in the year to March 2023, to 331,000 in 2014, and now 171,000 in 2025. Some economists, as we’ve previously reported, expect it to drop into the five-figures this year and potentially to n...
Saulo Angelo/iStock via Getty Images Having gone bullish on Micron Technology ( MU ) recently after arguing that AI had been slowly changing the economic paradigm in memory infrastructure, my view is that the next logical progression of my argument will involve looking into the company that has been driving this thesis. Sandisk ( SNDK ) is no longer acting like a traditional NAND producer. While t...
Saulo Angelo/iStock via Getty Images Having gone bullish on Micron Technology ( MU ) recently after arguing that AI had been slowly changing the economic paradigm in memory infrastructure, my view is that the next logical progression of my argument will involve looking into the company that has been driving this thesis. Sandisk ( SNDK ) is no longer acting like a traditional NAND producer. While the incredible revenue growth and gross margins around 80% are impressive in their own right, the fact that hyperscalers are now ready to enter into multi-billion-dollar, multi-year supply arrangements is a game changer. Even though the market still thinks that we are seeing another memory cycle unfold, I believe that this situation could be much more complex. The Market Is No Longer Valuing NAND As A Cyclical Commodity Business There comes a time in the semiconductor industry when the market no longer values companies on account of their past but based on what they can potentially become in the future. I believe that Sandisk has reached such a phase in its existence. Over many years, NAND-based companies were considered highly cyclical in nature. The strategy was always to purchase them during the trough period and sell when the cycle had peaked, with management teams seldom getting any credit for sustainable improvements in structure and business. This approach is increasingly becoming obsolete given what Sandisk has delivered in the last quarter. The firm reported quarterly sales of $5.95 billion , which marked a whopping 251% year-on-year increase. Perhaps even more astonishing is the fact that gross margins have grown to 78.4% on a non-GAAP basis, with the Q4 guidance implying that the company could post margins of 81%. This is pure software economics emerging from a semiconductor player. Fiscal Third Quarter 2026 Financial Results The reason why this becomes relevant is that even though the growth came from unit shipment gains, the sequential number was negative with t...
Jemal Countess/Getty Images Entertainment On January 1st of this year, I decided to take a look at Weyco Group, Inc. ( WEYS ), a rather interesting company that operates as a small player in the footwear design and distribution space. This might seem an odd industry for me to be interested in, considering that I am not a huge fan of apparel, retail, and things of that nature. But I do have a soft ...
Jemal Countess/Getty Images Entertainment On January 1st of this year, I decided to take a look at Weyco Group, Inc. ( WEYS ), a rather interesting company that operates as a small player in the footwear design and distribution space. This might seem an odd industry for me to be interested in, considering that I am not a huge fan of apparel, retail, and things of that nature. But I do have a soft spot for shoes. And that is simply because I think that the economics of them is intriguing. In that article, I called the company a Buy. This was based off of my view that, even though revenue, profits, and cash flows had been declining, the firm had a strong balance sheet and it was trading at low multiples. Since then, the stock has jumped 14.6%, meaningfully outperforming the 7.7% rise that the S&P 500 ( SP500 ) enjoyed. This move higher has come about at a time when revenue has flatlined but profitability for the institution has increased. The overall picture for the business seems solid, and the balance sheet remains incredibly robust. When you add all of this together, it's difficult to be anything other than bullish. That is especially in light of recent strength in this industry at a time when broader economic weakness is the larger narrative. Because of this, I believe that maintaining it as a soft Buy, especially as management continues to wind down unprofitable brands and is taking other steps aimed at restructuring operations, is justified. Still a great fit Author - SEC EDGAR Data Right now, the newest fundamental data that we have regarding Weyco Group covers the first quarter of the company's 2026 fiscal year. According to management, revenue came in at $68 million. That matches with what the company reported a year earlier. As revenue flatlined, profitability improved. Net income expanded from $5.5 million to $6.1 million. Operating cash flow surged from $4.1 million to $17.4 million. And if we strip out changes in working capital, we get an increase from $...
Williams-Sonoma (NYSE:WSM) reported stronger first-quarter fiscal 2026 sales and earnings, with management pointing to broad-based gains across its brand portfolio, improving performance in both furniture and non-furniture categories and continued benefits from supply chain efficiencies. President and Chief Executive Officer Laura Alber said the company “is off to a strong start” after posting com...
Williams-Sonoma (NYSE:WSM) reported stronger first-quarter fiscal 2026 sales and earnings, with management pointing to broad-based gains across its brand portfolio, improving performance in both furniture and non-furniture categories and continued benefits from supply chain efficiencies. President and Chief Executive Officer Laura Alber said the company “is off to a strong start” after posting comparable brand revenue growth of 4.8% in the quarter. She said every brand delivered a positive comparable result, with strength across retail and direct-to-consumer channels. Chief Financial Officer Jeff Howie said first-quarter net revenue was $1.81 billion. E-commerce comparable sales rose 4.8%, while retail comparable sales increased 4.7%. Howie said both one-year and two-year comparable sales accelerated from the fourth quarter, and both furniture and non-furniture categories posted positive comps. Operating income was $292 million, with an operating margin of 16.2%. Diluted earnings per share were $1.93, up 4% from $1.85 a year earlier. Alber said the company delivered the margin “even while absorbing tariffs and higher fuel costs.” Margins Pressured by Tariffs, Fuel Costs Gross margin was 44%, down about 30 basis points from the prior year. Howie said merchandise margins declined 100 basis points, primarily because higher tariffs flowed through the company’s weighted average cost of goods sold. Full-price selling was essentially flat year over year. Howie said ocean freight costs were pressured by higher oil prices, but the company partially offset those headwinds through supply chain efficiencies and occupancy leverage. Supply chain efficiencies, including a lower shrink accrual, provided about 50 basis points of gross margin benefit in the quarter. Occupancy costs leveraged approximately 20 basis points as sales growth more than offset a 3% increase in occupancy dollars. SG&A expenses were 27.8% of revenue, up about 30 basis points from a year earlier. Employment ex...
Key Points Micron hasn't split its stock since 2000. Micron's profits and revenues are soaring thanks to a major shortage of memory chips. 10 stocks we like better than Micron Technology › After any stock experiences a major (and apparently durable) rise, it's almost inevitable that some people will start discussing the possibility that the company will consider a stock split. Case in point: A yea...
Key Points Micron hasn't split its stock since 2000. Micron's profits and revenues are soaring thanks to a major shortage of memory chips. 10 stocks we like better than Micron Technology › After any stock experiences a major (and apparently durable) rise, it's almost inevitable that some people will start discussing the possibility that the company will consider a stock split. Case in point: A year ago, Micron (NASDAQ: MU) was trading for around $100 per share, a price that's relatively accessible to retail investors. Now, however, after it has risen by more than 600% in just 12 months to over $700 per share, such a move seems more reasonable. 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 » So, could Micron be splitting its stock soon? It has been a long time since Micron split its stock It has been more than 25 years since Micron's last stock split. In May 2000, it split its stock 2-for-1, following another 2-for-1 split in 1995. Stock splits were a lot more common back then, and there's no indication of how Micron will act now. However, once a stock nears $1,000, the general mood of most management teams is to enact a stock split. This makes it more affordable for the company to include stock options in employee compensation plans; otherwise, options contracts (which are usually for 100 shares) would be quite expensive to hand out. So, can Micron keep running to $1,000 per share? I think it can. Micron is a memory chip producer, and the supply of server memory chips is essentially sold out, and future production has been bought in advance, thanks to insatiable AI data center demand. Even regular PC memory, which used to be quite cheap, has skyrocketed in price due to the supply crunch. This has allowed Micron and its peers to radically boost their prices, so its revenues and profits are soaring....
After any stock experiences a major (and apparently durable) rise, it's almost inevitable that some people will start discussing the possibility that the company will consider a stock split. Case in point: A year ago, Micron (NASDAQ: MU) was trading for around $100 per share, a price that's relatively accessible to retail investors. Now, however, after it has risen by more than 600% in just 12 mon...
After any stock experiences a major (and apparently durable) rise, it's almost inevitable that some people will start discussing the possibility that the company will consider a stock split. Case in point: A year ago, Micron (NASDAQ: MU) was trading for around $100 per share, a price that's relatively accessible to retail investors. Now, however, after it has risen by more than 600% in just 12 months to over $700 per share, such a move seems more reasonable. Will AI create the world's first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need. Continue » So, could Micron be splitting its stock soon? Image source: Getty Images. It has been a long time since Micron split its stock It has been more than 25 years since Micron's last stock split. In May 2000, it split its stock 2-for-1, following another 2-for-1 split in 1995. Stock splits were a lot more common back then, and there's no indication of how Micron will act now. However, once a stock nears $1,000, the general mood of most management teams is to enact a stock split. This makes it more affordable for the company to include stock options in employee compensation plans; otherwise, options contracts (which are usually for 100 shares) would be quite expensive to hand out. So, can Micron keep running to $1,000 per share? I think it can. Micron is a memory chip producer, and the supply of server memory chips is essentially sold out, and future production has been bought in advance, thanks to insatiable AI data center demand. Even regular PC memory, which used to be quite cheap, has skyrocketed in price due to the supply crunch. This has allowed Micron and its peers to radically boost their prices, so its revenues and profits are soaring. The memory chip shortage is likely to continue for some time, as it will take a few years for more production capacity to come online. Furthermore, Micron expects AI...
Arqit Quantum NASDAQ: ARQQ reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate post-quantum cybersecurity needs. Chief Executive Officer Andy Leaver told investors that the market has shifted from debating whether organizations need to upgrade cryptographic security to determinin...
Arqit Quantum NASDAQ: ARQQ reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate post-quantum cybersecurity needs. Chief Executive Officer Andy Leaver told investors that the market has shifted from debating whether organizations need to upgrade cryptographic security to determining how quickly they can do so. He pointed to public comments and research from Google, Cloudflare and IonQ that, in his view, have accelerated the urgency around migration to post-quantum cryptography. Get Arqit Quantum alerts: Sign Up “What has become clear in the first half of our current fiscal year is that when is becoming now,” Leaver said, referring to the timing of post-quantum security upgrades. Revenue rises from a low base Chief Financial Officer Nick Pointon said Arqit generated $623,000 in revenue for the first half of fiscal 2026, compared with $67,000 in the same period of fiscal 2025. He said the increase reflected revenue from a Middle East customer contract that began late in the first half of fiscal 2025, as well as activity under 11 contracts during the latest period, compared with six in the prior-year first half. Pointon said the latest period represented Arqit’s second consecutive reporting period of revenue growth. “With a small data set, it gives credence to Andy’s comments when we reported in fiscal year 2025 results that our revenue had troughed as of March 2025, and our expectation is for growth going forward,” he said. Administrative expenses rose to GBP 33.9 million for the six months ended March 31, 2026, from GBP 20.2 million a year earlier. Pointon said the increase was driven by higher employee-related costs and share-based compensation associated with higher headcount, partially offset by lower property costs and lower foreign exchange expenses. The latest period included a GBP 12.7 million non-cash share-based compensation charge, compared ...
Oil markets will enter the “red zone” by July and August as stocks dwindle before the summer travel season amid a shortage of fresh oil exports from the Middle East, the executive director of the International Energy Authority warned on Thursday. Fatih Birol added that the most important solution to the Iran war energy shock was a full and unconditional reopening of the strait of Hormuz. Speaking ...
Oil markets will enter the “red zone” by July and August as stocks dwindle before the summer travel season amid a shortage of fresh oil exports from the Middle East, the executive director of the International Energy Authority warned on Thursday. Fatih Birol added that the most important solution to the Iran war energy shock was a full and unconditional reopening of the strait of Hormuz. Speaking to the London thinktank Chatham House, Birol said it was open to IEA members to release more strategic oil reserves as they had previously in March, and said the IEA stood ready to coordinate. As much as 80% of IEA’s collective reserves have not been released. He warned that while stocks were eroding, no new oil was coming from the Middle East and the demand was increasing, mainly caused by the travel season. “This may be difficult and we may be entering the red zone in July-August if we don’t see some improvements,” Birol said. Adding that he had “never seen the dark and long shadow of geopolitics so dominant in the energy sector”, Birol also said he feared extremist parties in Europe may opportunistically abuse the coming inflation to argue it represents the failure of existing political systems when, in truth, the price of oil is set internationally. Birol also said that Iran did not have endless storage capacity and its industry would face difficulties. View image in fullscreen Fatih Birol made the comment while speaking to the London-based thinktank Chatham House. Photograph: Lukas Coch/AP The IEA chief has already warned that he regards the oil shock as more dramatic than three previous oil shocks: in 1973, 1979, as well as the 2022 crisis caused by the Russian invasion of Ukraine. He said 14m barrels of oil a day were missing from the market due to the disruption. He saw no prospect of oil production recovering fully for at least a year, including in the United Arab Emirates, and said that some countries heavily dependent on oil revenues to fund their budget, such as...
AMD said in a statement that it was working with firms in Taiwan and elsewhere on advanced computing components that are essential in AI data centres American maker of artificial intelligence processors, AMD, announced an investment of more than $10 billion into Taiwan’s chip industry on Thursday. The company said investments would be made “across the Taiwan ecosystem to expand strategic partnersh...
AMD said in a statement that it was working with firms in Taiwan and elsewhere on advanced computing components that are essential in AI data centres American maker of artificial intelligence processors, AMD, announced an investment of more than $10 billion into Taiwan’s chip industry on Thursday. The company said investments would be made “across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging capabilities for AI infrastructure”. Taiwan is a powerhouse in the manufacturing of semiconductors used to train and power AI systems, as the home of chip production giants TSMC and Foxconn. Also on AF: Samsung Shares Jump on Union Pay Deal, But Legal Test Looms Nvidia — the world’s most valuable chip firm and close a rival to AMD — announced plans in February to build its first overseas headquarters in Taiwan. The island’s economy soared last year thanks to skyrocketing exports of AI hardware, a sector that is booming worldwide. AMD — whose CEO Lisa Su is due to speak on Friday in Taipei — said in a statement that it was working with firms in Taiwan and elsewhere on advanced computing components that are essential in AI data centres. The company “is advancing leading-edge silicon, packaging and manufacturing technologies that enable higher performance, greater efficiency and faster deployment of AI systems”, it said. Among the deals announced Thursday was a hardware development partnership with Taiwanese chip packaging and testing provider ASE and its group partner Siliconware Precision Industries (SPIL). Governments and tech giants worldwide are pouring hundreds of billions of dollars into building new data centres that can power AI tools such as chatbots, image generators and agents that can execute tasks. Concerns have been raised over the environmental impact of the AI infrastructure boom, and the International Energy Agency projects that electricity consumption from data centres will double by 2030. Alongside concerns over planet-warmi...
A demonic entity attaches itself to travellers on the road in this competently directed but hopelessly indistinctive scare-free misfire As Obsession , a micro-budget horror made by a YouTuber , continues to overperform with critics and audiences, and as another twentysomething content creator prepares to break a potential record with the release of Backrooms , here comes a stodgy by-the-book Param...
A demonic entity attaches itself to travellers on the road in this competently directed but hopelessly indistinctive scare-free misfire As Obsession , a micro-budget horror made by a YouTuber , continues to overperform with critics and audiences, and as another twentysomething content creator prepares to break a potential record with the release of Backrooms , here comes a stodgy by-the-book Paramount horror that feels like someone’s embarrassing dad just gatecrashed a college party. While others might be trying to innovate, those involved with Paramount’s generic schedule-filler Passenger are perfectly content to keep things lazily trucking along as they always have. Even if it wasn’t stuck in an unfortunate gen Z genre sandwich, it’d still be a struggle to see why anyone would want to hitch a ride with this one. Like February’s cursed misfire Psycho Killer , another junky on-the-road studio horror, Passenger plays like something that would have gone straight to unrated DVD back in the 2000s. It’s marginally better but similarly baffling that with all of the unproduced horror scripts stacking up on desks in Hollywood, this would not only make it to production but be warranted a wide release on a prime May weekend. I kept waiting to understand what might have nudged this one to the top of the pile, but left without clarity. Continue reading...
Robert Way/iStock Editorial via Getty Images 1Q26 Update Since October 2025 , I have downgraded my view of Bilibili ( BILI ) to a hold. The stock had done exceptionally well ever since its 2H24 blockbuster game release, in addition to the continuous improvements in advertising efficiency, driven partly by AI. Advertising revenue in 1Q24 was CNY1.6 billion, 2 billion in 1Q25, and in the most recent...
Robert Way/iStock Editorial via Getty Images 1Q26 Update Since October 2025 , I have downgraded my view of Bilibili ( BILI ) to a hold. The stock had done exceptionally well ever since its 2H24 blockbuster game release, in addition to the continuous improvements in advertising efficiency, driven partly by AI. Advertising revenue in 1Q24 was CNY1.6 billion, 2 billion in 1Q25, and in the most recent quarter, 2.5 billion. Momentum in the stock's rally had faded towards the end of 2026 while accompanied with exceptional volatility. That was a notable signal for a reversal after months of outperformance. BILI had dropped from its peak of $35 in January to the current $20. SA's quant score has dropped to "sell" since this April. I've mentioned in my last thesis that I've held a target for BILI at about $28 per ADS. Is this a buying opportunity after the drop? I'd argue that it's not. Ultimately, this is a growth stock. The persistent period of laggard performance started ever since YoY revenue growth went below 10%. Growth was 5% in 3Q25 and 7% in the recent quarter. Generally positive notes were exchanged every quarter, touching upon all aspects of the business, including advertising, user statistics, etc. Advertising revenue reached CNY2.6 billion, up by 30% and continuing its impressive gross streak. That said, gross margins remain compressed at 37%. Further progress needs to be driven by a profitable gaming pipeline. Morgan Stanley is counting on impressive growth by 2026, echoing its $31 price target set in April and expectation for gaming revenue to hit CNY7.8 billion in 2027 and CNY6.4 billion in 2026. Timeline for Games The most important upcoming games are NCard (July 2026), Lumi Master (4q26), and San Wang (4q26). The latter two are expected to do the heavy lifting for growth, with Lumi Master being self-developed and San Wang being an extension of San Mou with a high ARPU. Until then, revenue growth will likely continue to be lagging, lacking a catalyst to reve...