Getty Images Back in February, I provided an earnings review for Walmart Inc. ( WMT ) after they reported their FY2026 Q4 results. I reiterated my Sell rating, as I found that revenue growth was decelerating while the valuation was extremely elevated. Earlier this morning, the retail giant reported their latest batch of earnings , and as of this writing, the stock is reacting quite negatively. The rating history chart shown below hasn't updated yet, but Walmart has, in fact, now experienced mild losses since the publication of my previous article. Today, I will be providing an important update with consumer confidence in the United States being in focus. Seeking Alpha Below, it is shown that Q1 was generally a decent quarter for Walmart. Growth accelerated on the top line, and while margins were a little mixed, the bottom line fared just fine as well. Looking forward, full-year guidance was disappointingly left unchanged. The outlook is mixed at this point even after looking at Q2 expectations specifically. Despite this, the stock's valuation premium seems to have expanded, and so at this point I believe the risk/reward remains unattractive. Seeking Alpha currently shows that Wall Street has a consensus Strong Buy on Walmart stock, but I have decided to reiterate my Sell rating at this juncture. Top-Line Performance Improves Walmart Q1 Presentation When looking at Walmart's FY2027 Q1 top-line results, there are actually some respectable improvements. As you can see above , they generated $177.8 billion worth of revenues, up 7.3% YoY or 5.9% in CC terms. Either way, there was notable growth acceleration from the previous quarter as a sign that business activity has strengthened. We'll, of course, get into the details of their guidance later in this article, but judging by these numbers, the company has been somewhat resilient to consumer weakness headwinds so far. Walmart also bested expectations as they beat by $2.91 billion, and so it seems that analysts are surpri...

By Stephen Nellis SAN FRANCISCO, May 21 (Reuters) - Amkor Technology is working with Advanced Micro Devices on packaging AMD's chips, ‌Amkor said on Thursday. Earlier this week, Amkor said it ‌had secured 67 additional acres of land in Arizona next to a 104-acre ​parcel where it is developing a new campus where it plans to start production in 2028. Modern data center chips such as those from AMD and Nvidia consist of multiple chips packaged together, and ‌those packaging steps have ⁠become a key bottleneck in chip production. Amkor once specialized in less-complex chip packaging but is working to ⁠move into more advanced versions of the technology, including through a partnership with Taiwan Semiconductor Manufacturing where Amkor will use some of ​TSMC's ​technology at a facility in Arizona ​to offer some of ‌TSMC's older technologies to joint customers. While Amkor has previously disclosed planned work with Nvidia and Apple at the Arizona facility, Amkor CEO Kevin Engel told Reuters that the company is also working with AMD. "We're moving up the value chain," Engel said. "We're more integrated ‌with the customers, and that's really ​changing the dynamic to where we can ​extract more value out ​of our services." At an investor event on Thursday, ‌Amkor said it expects to ​have between $8.5 billion ​and $9.5 billion of revenue by 2028 and $11 billion in sales by 2030. The $9 billion midpoint of the 2028 forecast was slightly ​below analyst estimates ‌of $9.1 billion, according to data from LSEG. Amkor shares declined ​2.6% after the forecast. (Reporting by Stephen Nellis in San ​Francisco; Editing by Mark Porter)

By Stephen Nellis SAN FRANCISCO, May 21 (Reuters) - Amkor Technology is working with Advanced Micro Devices on packaging AMD's chips, ‌Amkor said on Thursday. Earlier this week, Amkor said it ‌had secured 67 additional acres of land in Arizona next to a 104-acre ​parcel where it is developing a new campus where it plans to start production in 2028. Modern data center chips such as those from AMD and Nvidia consist of multiple chips packaged together, and ‌those packaging steps have ⁠become a key bottleneck in chip production. Amkor once specialized in less-complex chip packaging but is working to ⁠move into more advanced versions of the technology, including through a partnership with Taiwan Semiconductor Manufacturing where Amkor will use some of ​TSMC's ​technology at a facility in Arizona ​to offer some of ‌TSMC's older technologies to joint customers. While Amkor has previously disclosed planned work with Nvidia and Apple at the Arizona facility, Amkor CEO Kevin Engel told Reuters that the company is also working with AMD. "We're moving up the value chain," Engel said. "We're more integrated ‌with the customers, and that's really ​changing the dynamic to where we can ​extract more value out ​of our services." At an investor event on Thursday, ‌Amkor said it expects to ​have between $8.5 billion ​and $9.5 billion of revenue by 2028 and $11 billion in sales by 2030. The $9 billion midpoint of the 2028 forecast was slightly ​below analyst estimates ‌of $9.1 billion, according to data from LSEG. Amkor shares declined ​2.6% after the forecast. (Reporting by Stephen Nellis in San ​Francisco; Editing by Mark Porter)

ALAB benefits from strong UALink growth: More upside ahead? MSN

This article first appeared on GuruFocus. Nebius Group (NASDAQ:NBIS), CoreWeave (NASDAQ:CRWV) and IREN Limited (NASDAQ:IREN) rose on Thursday after Nvidia (NASDAQ:NVDA) said rental prices for H100 GPUs continued climbing, underscoring strong AI demand. AI infrastructure stocks across neocloud peers. Nebius surged 15% after a fuel cell partnership with Bloom Energy (BE), while Applied Digital (APLD) jumped 17% following a long-term lease agreement in AI infrastructure trade AI compute demand trend. Bloom Energy shares also moved higher following the partnership disclosure. Nvidia CFO Colette Kress said H100 rental prices are up 20% year to date and A100 nearly 15%, highlighting ongoing GPU monetization on its earnings call. Nvidia continues scaling Hopper and Blackwell GPU platforms amid capacity constraints growth semiconductor leader. CoreWeave gained about 4% after GF Securities initiated coverage with a Buy rating and $162 target, while D.A. Davidson issued Neutral views on CoreWeave and Nebius Group in premarket trading US-listed. Nebius Group was included in the same broker coverage updates.

Cosmos Health于5月21日发布2026年第一季度财报。数据显示，公司当季营收为1793万美元，同比增长30.7%，创下季度营收纪录。调整后营收达1840万美元，同比增长34.2%。 营收增长主要得益于各业务板块的强劲商业活动。公司在CosmoFarm实现了卓越的分销水平，通过Sky Premium Life扩大了国际影响力，并在Cana Laboratories建立了新的合同制造合作伙伴关系。管理层表示，这一运营势头已延续至第二季度。 然而，公司盈利能力仍面临压力。当季毛利润从去年同期的205万美元下降至138万美元，主要原因是营收结构向利润率较低的批发分销业务倾斜。净亏损为281万美元，较去年同期82万美元的亏损有所扩大，但经调整净亏损收窄至约99.65万美元。亏损中包含约115万美元的非现金项目，包括可转换融资工具产生的非现金利息、数字资产按市值计价亏损以及外币折算亏损。 资产负债表方面，公司总负债下降9.6%至4254万美元，股东权益增长7.6%至1983万美元。截至季末，公司持有流动资产430万美元，其中现金及现金等价物220万美元。 Cosmos Health是一家多元化的全球医疗健康集团，通过旗下位于希腊和英国的子公司从事药品、营养保健品及相关产品的生产与分销业务。 责任编辑：张俊 SF065

Price to earnings ratio of Tesla, Inc. – BVL:TSLAUS TradingView

A silver lining to the cloud of high interest rates.

Meta Settles School Suit Over Social Media, Averting First Trial Claims Journal

洪都拉斯北部发生枪击事件 至少14人死亡 2026-05-22 03:04:39 来源： 同花顺7x24快讯 分享 文章提及标的 棕榈油 -- 洪都拉斯北部科隆省特鲁希略市一处棕榈种植园当地时间5月21日发生枪击事件，造成至少14人死亡。洪都拉斯警方已对现场进行封锁，并配合司法鉴定部门开展调查工作。截至目前，官方尚未公布案件动机及嫌疑人情况，相关调查仍在进行中。(央视新闻)

加拿大零售科技公司Lightspeed Commerce于5月21日发布2026财年第四季度财报，尽管营收超出市场预期，但调整后每股收益不及分析师预测，叠加2027财年业绩指引趋于保守，公司股价当日盘中下跌逾7%，触及52周低点。 财报显示，Lightspeed第四季度营收为2.908亿美元，同比增长15%，高于市场预期的2.8296亿美元。其中交易收入增长17%至1.853亿美元，订阅收入增长6%至9330万美元。然而，公司调整后每股收益仅为0.08美元，低于分析师普遍预期的0.12美元。季度净亏损收窄至2860万美元，较上年同期因商誉减值导致的5.759亿美元巨亏大幅改善。 首席执行官Dax Dasilva表示，公司转型计划首年取得积极进展，核心零售和欧洲酒店业务的客户门店数量连续四个季度加速增长，同比增幅达11%。随着非核心资产Upserve的剥离，增长引擎业务目前已占公司总收入的75%。 市场担忧主要集中在业绩指引方面。Lightspeed预计2027财年营收为12.25亿至12.65亿美元，有机增长12%至15%，低于部分分析师预期的13.3亿美元。BTIG随后将公司目标价从15美元下调至12美元，但维持买入评级。此外，公司当季调整后自由现金流为负1300万美元，主要受营运资金时点影响。 责任编辑：张俊 SF065

(RTTNews) - Workday, Inc. (WDAY) will host a conference call at 4:30 PM ET on May 21, 2026, to discuss Q1 27 earnings results. To access the live webcast, log on to https://investor.workday.com/news-and-events/investor-relations-events/default.aspx The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - Take-Two Interactive Software Inc (TTWO) will host a conference call at 4:30 PM ET on May 21, 2026, to discuss Q4 26 earnings results. To access the live webcast, log on to https://events.q4inc.com/attendee/689334386 To listen to the call, dial (800) 715-9871 or (646) 307-1963, Conference ID 9711440. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Should you choose the legendary stability of Coca-Cola (KO 0.60%) or the explosive growth potential of Celsius (CELH +2.58%) for your portfolio? This comparison examines which beverage giant is better positioned for 2026. Coca-Cola dominates the global market through a massive distribution network and iconic brands, appealing to conservative income seekers. Celsius focuses on functional energy drinks and younger demographics, prioritizing rapid market share expansion. While they operate in the same aisles, their financial profiles and growth trajectories suggest very different roles for an investor's long-term strategy. Image source: Getty Images. The case for Coca-Cola Coca-Cola sells a portfolio of over 200 brands, including soft drinks, waters, coffees, and teas, to consumers in more than 200 countries. The business operates through several segments, including North America, EMEA, and Asia Pacific, relying on a complex network of bottling partners to reach local markets. For the year ended Dec. 31, 2025, one specific bottler accounted for roughly 10% of total operating revenues. Customer concentration like this adds a layer of risk to the business, as the company depends on these partners for volume and execution. In FY 2025, revenue reached nearly $47.9 billion, showing a steady rise from approximately $47.1 billion the prior year. Net income for the period was close to $13.1 billion, resulting in a net margin of roughly 27.3%. This level of profitability is a hallmark of major players among beverage stocks worldwide. The growth reflects the company's ability to pass on price increases even as global volume trends fluctuate. As of its December 2025 balance sheet, Coca-Cola reported a debt-to-equity ratio of nearly 1.4x, which measures total debt against the value of shareholder equity. This indicates that the company uses a moderate amount of borrowed capital to finance its global operations. The current ratio stands at approximately 1.5x, which measures the com...

格隆汇5月22日｜埃克森美孚正在与委内瑞拉谈判，计划收购该国的石油生产权。

希腊航运公司Euroholdings于5月21日宣布，将派发每股0.14美元的季度现金股息，交易代码为EHLD。本次股息将于2026年6月16日支付，股权登记日为6月9日，除息日为同日。 此次派息标志着Euroholdings自2025年3月在 纳斯达克 上市以来连续第五个季度向股东派发股息。此前四个季度，公司已于2025年7月、9月、12月及2026年3月分别派发0.14美元股息。 Euroholdings于2025年3月17日从Euroseas Ltd分拆独立，随后于3月18日在纳斯达克开始交易。公司总部位于希腊马鲁西，主要从事集装箱船所有权和海上运输服务，目前拥有一支由两艘无债务集装箱船组成的船队，总运力约40，882载重吨。 公司首席执行官Aristides Pittas表示，自上市以来，Euroholdings一直致力于通过稳定的季度分红为股东创造价值。近期公司股价表现强劲，截至5月20日收于8.65美元，自4月中旬以来一直保持在8.00美元上方。 值得注意的是，公司已同意通过债务和股权融资相结合的方式收购姊妹船M/T Hellas Fighter，预计将于2026年6月中旬至8月中旬交付，进一步扩大船队规模。 责任编辑：张俊 SF065

Key Points IBM and the Commerce Department announced Anderon, a quantum computing foundry. IBM and the government will each contribute $1 billion to the effort. The Commerce Department's funding of several other quantum companies signals quantum technology may be ready for prime time. 10 stocks we like better than International Business Machines › Shares of International Business Machines (NYSE: IBM) rallied 11.3% on Thursday, as of 2:35 p.m. EDT. IBM, as a large-cap stock, doesn't tend to move this much without quarterly earnings. But today, "Big Blue" was at the center of big quantum computing news, which also included the very newsworthy Trump administration. 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 » IBM unveils Anderon, the country's first quantum foundry Today, the U.S. Commerce Department announced its intention to fund roughly a dozen U.S. quantum computing companies to accelerate the development of the technology. Among the awardees was IBM, which announced Anderon, what it calls, "America's first pure-play quantum foundry." According to the news release, IBM and the Commerce Department have signed a letter of intent to build Anderon in Albany, N.Y., to which IBM will contribute $1 billion, with an additional $1 billion coming from the Commerce Department via the 2022 CHIPS Act funding. While IBM has its own proprietary quantum computing technology under its corporate umbrella and is thus a competitor in some ways to the other "pure-play" quantum computing stocks being funded today, it appears that IBM will also aim to be the foundry for these competitors, producing their quantum chips in addition to IBM's own. In the announcement, IBM said it would use its 300mm wafer process, along with other advanced manufacturing technologies it has cultivated over many years. CEO Arvind Krishna ...

Pro房地产投资信托于5月21日宣布进行月度现金分配，每信托单位派息金额为0.0375加元，交易代码为PRVFF。本次股息将于6月15日支付，股权登记日为5月29日。 该信托是一家加拿大工业房地产投资信托基金，成立于2013年，专注于在加拿大主要和次级市场拥有和经营高质量的工业地产组合。截至2026年3月31日，信托拥有104处投资物业，总资产约10.9亿加元，总可租赁面积约640万平方英尺，工业板块占基础租金的90.7%。 根据公司披露，该信托的年化分配率为6.9%，月度派息0.0375加元相当于年化0.45加元每股。2026财年第一季度，信托实现物业收入2690万加元，同比增长4.5%；净营业收入1610万加元，同比增长8.1%；同物业净营业收入增长6.4%，其中工业板块增长达6.8%。 Pro房地产投资信托总裁兼首席执行官Gordon Lawlor表示，尽管较去年同期减少了8处物业，但公司继续执行战略计划并交付了稳健的运营业绩，同时进一步降低了杠杆水平。截至一季度末，公司总负债占总资产比率从去年同期的49.3%降至47.8%。 责任编辑：张俊 SF065

Microsoft (MSFT) Sees OpenAI Revenue Surge with Strong Q1 Perfor GuruFocus

YieldMax做空 特斯拉 期权收入策略ETF于5月21日宣布进行每周股息分配，每股派息金额为0.2123美元，交易代码为CRSH。此次派息较前一周的0.2019美元高出5.15%，年化分配率为50.43%。除息日及股权登记日均为5月21日，支付日为5月22日。 该基金于2024年5月1日在NYSE Arca交易所上市，是一只主动管理型ETF，总费用率为0.99%，管理资产规模约1599万美元。其核心策略为合成备兑看跌期权价差策略，主要通过卖出特斯拉股票的看跌期权价差来获取期权费收入，同时持有美国短期国债作为抵押品。基金不直接投资于特斯拉股票，投资目标是为投资者提供持续的每周收入，次要目标是提供与特斯拉股价变动相反的反向敞口。 根据YieldMax官网披露的数据，截至2026年5月14日，CRSH的30天SEC收益率为2.27%。值得注意的是，此次派息中约94.48%来自本金返还，仅5.52%来自实际投资收益。过往派息中有相当比例可能来自本金返还，这会随时间推移降低基金的资产净值和交易价格。 投资者需注意相关风险：该策略在特斯拉股价上涨时面临全部潜在损失，最高可达100%，且若特斯拉股价下跌，基金的下跌收益存在上限。基金自成立以来净值累计下跌约52.39%。 责任编辑：张俊 SF065

Elon Musk ’s reshaping of SpaceX , xAI and X into a tightly-bound conglomerate has already yielded a significant financial windfall: nearly $1 billion in annual interest savings. Regulatory documents filed Wednesday ahead of SpaceX’s historic initial public offering reveal that the company secured a $20 billion bridge loan from banks — and that it was the funding source used to take out $17.5 billion of high-interest junk debt for Musk’s social media and AI companies. The bridge loan came at an effective interest rate of 4.58% as of March 31, the documents show, vastly lower than the junk bonds and leveraged loans for X and xAI, which had rates as high as 12.5%. All told, the maneuver cut combined annual interest costs roughly in half to around $900 million, according to Bloomberg calculations. Representatives for SpaceX didn’t immediately respond to requests for comment. Musk has utilized debt markets extensively to buy or grow his businesses, securing billions in bank commitments and structuring complex financings . But it hasn’t all been smooth sailing. His 2022 buyout of Twitter loaded the company with roughly $12.5 billion of borrowings , creating a notorious hung debt quagmire for Wall Street banks who were initially unable to sell it to investors. They ultimately succeeded in doing so last year. Then Musk’s artificial intelligence startup xAI acquired X in March of 2025, and in June of that year borrowed an additional $5 billion. When SpaceX subsequently purchased xAI in February, Morgan Stanley — which handled both companies’ debt raises — told existing lenders that the debt pile was set to be paid back in full , without saying how. As it transpired, SpaceX used this $20 billion facility from a group of banks including Goldman Sachs Group Inc. , Bank of America Corp. , Citigroup Inc. , JPMorgan Chase & Co. , and Morgan Stanley . It couldn’t have come at a better time: X had been paying tens of millions each month to service its debt, while xAI had been burni...

With Tesla's (TSLA) core auto business continuing to post underwhelming results and its nascent robotaxi initiative having trouble getting off the ground, TSLA stock, with its forward price-to-earnings ratio of 335.83 times, appears to be dramatically overvalued. Consequently, investors should avoid buying Tesla's shares. Meanwhile, Congress is considering imposing an annual fee of $130 on electric vehicles. While this fee, if implemented, is unlikely to deter the vast majority of consumers interested in Tesla's EVs from buying them, it could slightly reduce the demand for the firm's automobiles, adding another negative catalyst for TSLA stock. About TSLA Stock The largest seller of EVs in the U.S. by a wide margin, Tesla has not performed well for its investors so far in 2026, as its shares had fallen 6.27% so far this year. Tesla has an extremely high market capitalization of $1.57 trillion. The Auto Business and the Robotaxi Initiative Continue To Be Unimpressive Tesla delivered 358,023 EVs in the first quarter, well below the 408,386 vehicles that it produced. Further, analysts, on average, were expecting the company to deliver 370,000 EVs. And the automaker handed over 14% fewer EVs than in the previous quarter, although its deliveries did increase 6% versus Q1 of 2025. Still, the Q1 total was not superb overall. Turning to robotaxis, Reuters recently reported that the service has been plagued by “long wait times, canceled rides, limited availability and problems with drop-offs .” Additionally, Elektrek, a news website focusing on EVs, has asserted that the robotaxis have a relatively high accident rate. Finally, while Tesla CEO Elon Musk predicted in the summer of 2025 that the service would be available to 150 million Americans, it hasn't expanded beyond Texas yet. The $130 Surcharge Could Be a Mild, Negative Catalyst for Tesla A bipartisan proposal in the House of Representatives would impose an annual fee of $130 on all EVs. Beginning in 2029, the surcharge...

Scottish singer-songwriter Jacob Alon was the big winner at the 2026 Ivor Novello awards, which acknowledge the best in British and Irish songwriting and screen composition. Alon, 25, has captivated audiences with their swooping voice and imaginative alt-folk arrangements, showcased on debut album In Limerence which was released in May 2025. They won the Ivor Novello award for rising star – the second such win for Alon this year, having won the equivalent prize at the 2026 Brit awards in February, called the critics’ choice award. Alon also won the Ivor Novello category of best song musically and lyrically, for Don’t Fall Asleep, a delicate, poignant ballad inspired by the death of their cousin in an accidental drowning before Alon was born. The song imagines their cousin waking underwater after death and being guided by an angel, allowing him to watch his unborn son enter the world. “This song, to me, floats across the stormy surface of the sea of dreams, gasping against its choppy tide, resisting the soft pull below into an endless deep,” Alon has said. Judges hailed it as “profoundly emotionally honest”. The two wins cap a successful debut album release from Alon, with In Limerence also nominated for the 2025 Mercury prize. Alon lost out there to Sam Fender, who was also a winner at the Ivor Novellos this year, being named songwriter of the year in recognition of the social realist anthems he wrote for his album People Watching. Catalan musician Rosalía, who spliced opera, pop and avant garde electronics on her bold album Lux, won international songwriter of the year. Charismatic Irish singer-songwriter CMAT won best album for Euro-Country, which examines her own existential and romantic crises alongside those facing a recession-hit Ireland. Kae Tempest won best contemporary song for I Stand on the Line, co-written by Fraser T Smith, which reflects on Tempest’s fraught experiences as a trans man, including his anxieties over the policing of public toilets: “I’m l...

Imagine if One Day was set in Long Eaton. Now, take its sweeping, time-spanning love story, but make it platonic, and about two theatre-obsessed best mates. That’s the foundation for Jane Upton’s luminous, heart-exploding play, which catches Jess and Billy in a series of snapshots across their friendship. Beginning in the early 90s, during their school days, and then moving through their 20s, 30s and into their mid-40s, the play threads together teenage crushes, career decisions, breakups, marriages, births and children. Jess (Katie Redford) is an oversharer while Billy (Benedict Salter) has secrets. Their early years together pass through play rehearsals, parties, personal revelations and betrayals, but even in their lowest moments, the two are always pulled back to each other’s side. As their lives move in different directions, with Billy heading to London for drama school and later building a career as a high-flying agent, and Jess staying at home in a “suburban bubble” before eventually tiptoeing her way back into the creative scene as a playwright, they turn their noses up at the other’s choices. Still, in times of turmoil, they can’t help but pick up the phone or race across the country just to be there for their old friend. Their dialogue accurately captures people who know each other’s lives inside out. When their conversation tips into cruelty, I am a mess. Directed by Hannah Stone, the production shows friendship as something defining. Redford and Salter make their characters people we want to stay with across the decades. In fact, time here slips through our fingers. One moment they’re 15 in 1995, and Jess is getting advice from More! magazine; the next it is 2022, and a 42-year-old Billy is considering surrogacy for his next child. Abby Clarke’s design evokes nostalgia, with the back wall composed of white, Polaroid-inspired squares that shift from photographic outlines to mirrors. The setup screams: how does it all go so fast? With so much life to fit i...