the billionaire

the letter from the rich investor

07 May, 2026
GameStop is looking to acquire a much larger company than itself.
Nvidia may surprise investors in such a scenario.
Investors seem to be overlooking serious threats to the U.S. economy related to the Iran war and tariffs.
Berkshire Hathaway's first-quarter operating results revealed another big clue that Abel is continuing to pare down the Oracle of Omaha's former No. 2 holding.
OpenAI's IPO is still months away, but its influence over artificial intelligence (AI) stocks is already taking shape.
Wondering whether Tesla's current US$398.73 share price offers good value, or whether expectations are running ahead of reality? This article breaks down what the numbers actually say. The stock has returned 4.5% over the last 7 days and 15.0% over the last 30 days, while the 1 year return sits at 40.0% and the 3 year and 5 year returns are 131.7% and 109.2% respectively, with a year to date return of a 9.0% decline. Recent headlines around Tesla have focused on ongoing debates about...
The quantum computing company raises its full-year revenue guidance on the heels of its latest quarter.
A contrarian move into this underappreciated cybersecurity company could pay off.
LONDON, May 07, 2026--The AI Summit London today unveiled its keynote speaker line-up for the event’s 10th anniversary edition, bringing together senior leaders, technologists and policymakers from across the globe. The 2026 programme will explore the transformative power of artificial intelligence across sectors including government, enterprise, healthcare, finance and AI infrastructure.
Wall Street analysts project first-quarter sales growth of 139% from last year to almost $2 billion.
Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.
Nebius stock has been red-hot lately, and its tremendous backlog points to further upside.
HK01 will host the 2nd "AI Transformation Solution Day" at the Hong Kong Convention and Exhibition Centre (HKCEC) on 15 May. The event will bring together tech giants, industry leaders, and artificial intelligence (AI) enterprises to present over 20 keynote speeches, panel discussions, and thematic seminars. Representatives from global tech titans, including NVIDIA, Microsoft, AWS, Cisco, and IBM, will share commercial AI strategies. Experts will conduct practical masterclasses on the latest AI
In late April 2026, Oklo Inc. reported that the U.S. Nuclear Regulatory Commission approved the Principal Design Criteria topical report for its Aurora powerhouse advanced reactor in Idaho, while also advancing a collaboration with NVIDIA and Los Alamos National Laboratory on AI-enabled nuclear research and nuclear-powered AI facilities. This combination of regulatory progress and high-profile partnerships highlights Oklo’s attempt to position its compact fast reactors as a dedicated,...
Most companies now offer stock purchase plans to employees. It can be great for retirement, but it pays to know the pros and cons.
Earlier this week, Corning announced a multiyear commercial and technology partnership with NVIDIA to build three advanced U.S. plants that will massively expand domestic optical connectivity manufacturing for next-generation AI data centers. By moving to replace thousands of copper cables inside NVIDIA’s rack-scale AI systems with Corning’s high-performance fiber, the deal targets one of AI infrastructure’s biggest bottlenecks: how fast and efficiently data can move between...
It could offer incredible opportunities down the line.
Meta Platforms is trading at a relatively low forward P/E ratio.
(Bloomberg) -- China’s early lead in humanoid robots will help power the next phase of its global manufacturing and export dominance, according to new research from Morgan Stanley. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS, Iran Weigh Potential Deal as Trump Seeks Way Out
New Berkshire CEO Greg Abel has called Coke one of its “core four” investments, along with Apple, Moody’s, and American Express. It’s beating the S&P 500 this year.
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Yahoo! Finance
SiTime (NASDAQ:SITM) reported a sharp year-over-year increase in first-quarter 2026 revenue and profitability, with management attributing the performance primarily to accelerating demand for precision timing in AI infrastructure and data center networking. On the company’s earnings call, CEO Rajesh
HANOI, Vietnam, May 07, 2026--Global IT services provider FPT has been named a Frontier Partner by Microsoft, becoming the first Microsoft Enterprise System Integrator (ESI) partner in Southeast Asia to receive this designation. The recognition underscores FPT's deep expertise in enterprise AI and cloud solutions, and reflects the strategic partnership both companies have built to drive AI-first transformation for enterprises worldwide.
The S&P 500 and Nasdaq hit new highs on Iran deal hopes. Nvidia leads new buys with Arm a big earnings mover late.
(Bloomberg) -- White House Chief of Staff Susie Wiles said the US government would refrain from choosing winners and losers in artificial intelligence, the latest signal from a top aide to President Donald Trump as his administration prepares new AI policy directives.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Bill
Tesla has built its brand on the idea that software is a strength, not a vulnerability. A recall confirmed May 6 is a reminder that the gap between those two things can close quickly. The National Highway Traffic Safety Administration (NHTSA) confirmed that 218,868 Tesla vehicles are being recalled ...
MP Materials' shares are up more than 168% over the past year. How much more momentum does the stock have?
(Bloomberg) -- Artificial intelligence startup Anthropic PBC, which originally aimed its Claude chatbot at businesses, is looking to capitalize on recent inroads with consumers by making the software more appealing to everyday people.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young Catalog
06 May, 2026
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Yahoo! Finance
Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli
Zilis, an executive at Musk’s brain implant startup Neuralink, served on OpenAI’s board from 2020 to 2023
Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.
With YTD returns of 53.5% as of May 5, APA Corporation (NASDAQ:APA) is included among the 10 Best Performing Dividend Stocks So Far in 2026. On April 27, BofA raised its price recommendation on APA Corporation (NASDAQ:APA) to $30 from $27. It reiterated an Underperform rating on the stock. The analyst said the firm is updating its […]
Forrester Research (NASDAQ:FORR) reported first-quarter 2026 results that showed improving retention trends and strong free cash flow, even as revenue declined year over year and contract value (CV) remained down. Management also highlighted growing adoption of Forrester AI and continued progress on
Microsoft (NasdaqGS:MSFT) is reported to be reassessing its 2030 goal to match 100% of its electricity consumption with renewable energy, as AI data center power needs increase. The company is expanding AI and cloud infrastructure globally, including new multibillion dollar investments in Europe such as Portugal. Microsoft is deepening AI partnerships and has shifted its OpenAI agreement to a nonexclusive structure. The potential change in climate commitments could affect perceptions of...
Home equity loan rates topped 8% this week, according to Bankrate’s national survey of lenders.
In 2007, Apple opened the smartphone era. In 2026, Apple (NASDAQ:AAPL) is positioned to close it. The handheld glass slab that reshaped computing is now the thing the industry is racing to replace with always-on, heads-up ambient AI. The company that drew the first map is drawing the next one. Q2 FY2026 net sales hit ... The smartphone era is ending the way it started: with Apple
Uber (UBER) and Maplebear (CART) (Instacart's parent company) both reported quarterly earnings on Wednesday. BNP Paribas US large-cap internet equity analyst Nick Jones joins Yahoo Finance's Josh Lipton to discuss the key differences between the two companies and why he thinks Uber has much more room to run.
(Bloomberg) -- The dollar wraps up Wednesday at the weakest level since February as investors are hopeful of the imminent end to the US-Iran war. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksStocks Hit All-Time Highs on Hopes War Is Near End: Markets WrapA gauge of the dollar f
Apple stock notched a record close on Wednesday, but there’s more the iPhone maker has to prove in just a few short weeks to keep investor sentiment on the up and up. Shares ended 1.2% higher at $287.51 apiece, according to Dow Jones Market Data. This was Apple’s first new closing record since Dec. 2, 2025, when it closed at $286.19.
Tesla's entire business model is ready to evolve.
FEATURE Tesla stock rose Wednesday despit ethe electric-vehicle maker recalling 218,868 cars to correct a rearview camera issue. That is the way Tesla stock should react to recall news. Tesla shares gained 2.
Tesla has started large scale production of its Optimus humanoid robot, which CEO Elon Musk has described as potentially the company's biggest product. The company is expanding unsupervised robotaxi operations across Texas, building on its Full Self Driving (FSD) technology. European regulators are reviewing the safety of FSD as Tesla seeks broader deployment in the region. In the U.S., Tesla has recalled more than 218,000 vehicles due to a rearview camera issue. Tesla, NasdaqGS:TSLA, is...
(Bloomberg) -- The Pentagon awarded a $500 million contract to Meta Platforms Inc.-backed Scale AI to help sift through data and assist in decision-making, the latest step in the US military’s effort to rely more on artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Service
Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech companies spend heavily on artificial intelligence compute. Arm shares jumped 12% in after-hours trading, but reversed course ‌to drop 5.49% after executives told analysts on a conference call that they have not yet secured supplies to meet ‌the demand for a new chip and after analysts probed about the costs of getting into the business of making its own chips. The company expects quarterly revenue of $1.26 ​billion, compared with analysts' estimates of $1.25 billion, according to data compiled by LSEG.
(Bloomberg) -- Sharp moves in the Japanese yen that sent the currency to a 10-week high renewed speculation that the country is intervening in the market. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksStocks Hit All-Time Highs on Hopes War Is Near End: Markets WrapThe yen surged
As the Nasdaq continues to notch new highs, Nvidia, Apple, ASML, Walmart and more come into focus as buy zones emerge.
IGCS International, a premier USA-based advanced manufacturing platform, today announced a new strategic initiative with KCR Management Group, supported by Bank of America through its Government Contracting (GovCon) Division. Bank of America currently supports more than 86% of the federal contracting sector and plays a critical role in enabling U.S. defense drone and robotics companies to rapidly scale domestic production and meet surging demand from federal government programs, including the U.
Shareholders of record on May 11 will receive an increased dividend from Apple.
Hut 8 stock is ripping higher on a $9.8 billion lease agreement. But is there any further upside left in HUT shares for the remainder of 2026?
It seems Alphabet can do no wrong right now.
Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates
Samsung Electronics (005930.KS, SMSN.IL) reached a $1 trillion market cap on Wednesday as the memory chip shortage drives the hardware manufacturer — and other memory chip developers — even higher. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to discuss the rally occurring in the memory chip landscape.
Investors piling into the AI trade may need something less glamorous than another price target, product demo or promise about the future: a rule for when to stop trusting their favorite market narrative. That is the central argument from the investing blog Capital Blueprint, helmed by an independent market commentator using the name Jin, who says investors should build what Jin calls a "self-destruct chip" into their AI framework — clear conditions that force them to stop trusting a favorite nar
Apple settled legal claims that the California smartphone maker misled consumers about AI capabilities available on the iPhone.
In late April 2026, Apple reported second‑quarter results showing revenue of US$111.18 billion and net income of US$29.58 billion, alongside a 4% dividend increase and board approval of a new US$100 billion share repurchase program. At the same time, Apple began early discussions with Intel and Samsung about diversifying chip production away from sole reliance on TSMC, while managing legal settlements and supply constraints tied to rising AI-related memory demand. We’ll now examine how...
What is Ethereum? Here's your beginner-friendly guide to the blockchain, smart contracts, DeFi, and how ETH differs from Bitcoin. Learn the basics before you invest.
Bitcoin (CRYPTO: BTC) peaked at $126,000 in October 2025 and had been declining ever since, dropping to as low as $60,000 in February. The Bitcoin price recovery so far has been steady rather than explosive, but the buying behind it is starting to look serious. ETF inflows just had their strongest month of 2026, signaling ... Bitcoin Price Prediction: We Asked ChatGPT About Bitcoin’s Realistic Price by Year-End
Amazon and Apple are two great stocks to buy this month.
Citigroup's (C) medium-term target for return on tangible common equity should be between 14% and 15
Microsoft Corp (NASDAQ:MSFT) is one of the best stocks to buy in 2026 according to billionaire George Soros. Microsoft Corp (NASDAQ:MSFT) released its fiscal Q3 2026 (ended March 31) report on April 29. It reported an 18% YoY increase in revenue to $82.9 billion, supported by strong growth in the cloud business. That was more […]
Apple Inc (NASDAQ:AAPL) is one of the best stocks to buy in 2026 according to billionaire George Soros. Apple stock has climbed around 40% over the past 12 months. The iPhone maker reported its March quarter results on April 30, delivering earnings that surpassed expectations. Revenue rose 17% to $111.2 billion, and EPS jumped 22% […]
Nio Inc (NYSE:NIO) is one of the best large cap penny stocks under $10 to buy now. On April 28, Nio Inc (NYSE:NIO) launched its L80 model and immediately opened pre-orders for the car. The L80 is a two-row, 5-seat SUV that runs on battery power like all Nio cars. But the L80 is produced […]
With an upside potential of 33.31% as of May 3, Microsoft Corporation (NASDAQ:MSFT) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Microsoft Corporation (NASDAQ:MSFT) is engaged in developing and marketing software, services, and hardware that deliver new opportunities, greater convenience, and enhanced value to people’s lives. On April 30, Deutsche […]
With an upside potential of 28.02% as of May 3, General Motors Company (NYSE:GM) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. General Motors Company (NYSE:GM) designs, builds, and sells trucks, crossovers, cars, and automobile parts worldwide. On April 29, TD Cowen bumped up its target on General Motors Company […]
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Yahoo! Finance
Ford (NYSE: F) left the EV business for dead earlier this year. It does appear it will enter again, on a small scale, next year. At the same time, Toyota (NYSE: TM), which sells about as many cars in the US as Ford does, is pressing to expand its EV fleet. Someone is making a ... Ford Exits EVs As Toyota Move In
Tesla Governance Activity in Focus After Director Offloads $10 Million Position
On a banner day for semiconductor stocks, Skyworks Solutions was on pace for its worst session in more than a year. The a sector benchmark also referred to as the Philadelphia Semiconductor Index, recorded its largest 25-day rally since the 2000 dot-com bubble through Tuesday’s close. One stock was missing out from the rally: Skyworks fell 11% to $64.46 on Wednesday, heading for its largest single-day decline since a 12% drop in April 2025.
On a recent Street interview, George Kamel sat down with two financial professionals in Charlotte who discussed investing aggressively while paying off loans. Take, for example, a 26-year-old foreign exchange trader who carries $20,000 in student loans and a car loan, and invests 20% of his income. The stakes are concrete. If a young earner ... 26-Year-Old Trader Investing 20% While Carrying $20K Debt: Here’s Why the Math Doesn’t Work
Apple (NASDAQ:AAPL) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks to use Intel and Samsung as U.S. chip suppliers. That single thread reframes both earnings reports. iPhone 17 Carries Apple. Foundry Carries Intel. Apple’s quarter ... Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era
ServiceNow (NOW) is back in focus after a packed Knowledge 2026 event, where it expanded partnerships with Nvidia, Microsoft, Google Cloud, and Lenovo and unveiled Project Arc, ServiceNow Otto, and an expanded AI Control Tower. See our latest analysis for ServiceNow. Despite all the AI news and partnerships, the stock is still working through a reset. It has a 30 day share price return of 9.79% and a year to date share price return of 37.60%, while the 1 year total shareholder return of...
NVIDIA (NASDAQ:NVDA) shares are up by about 5% midday Wednesday, trading near $206 after the chip leader unveiled a $500 million strategic supply agreement with Corning (NYSE:GLW) focused on optical connectivity for AI data centers. Corning stock is the bigger winner, jumping 14% to $185. The deal landed before noon on the same day Corning ... NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck
Is Zoom Communications stock (NASDAQ: ZM) pricey at 18 times earnings? Not at all.
A proposed $250 million settlement would compensate millions of consumers who bought the iPhone 16, iPhone 15 Pro or iPhone 15 Pro Max.
The iPhone maker is reportedly in talks with Intel to manufacture its processors.
Anthropic says it will rent all of the compute capacity from SpaceX's massive Colossus 1 data center.
Apple plans to let users choose third-party AI models across iOS 27, iPadOS 27 and macOS 27 this fall.
Fortune coined the term "PayPal Mafia" in 2007. Two decades later, the mafia is thriving, but PayPal isn't.
After famously advising acolytes to sell their kidneys before their BTC, Saylor's Strategy may go against his advice.
Honoring the enterprise partners, technology alliances, and managed service providers (MSPs) driving innovation and growth with Nerdio’s cloud management solutionsChicago, IL, May 06, 2026 (GLOBE NEWSWIRE) -- Nerdio, the leading automated end-user computing (EUC) platform for Microsoft Cloud technologies, today announced the winners of its annual Partner of the Year Awards at NerdioCon 2026, held at the La Quinta Resort & Spa in Palm Springs, California. These awards recognize enterprise organiz
The project would be a "multi-phase, next-generation, vertically integrated semiconductor manufacturing and advanced computing fabrication facility," according to the proposal.
If you purchased an iPhone between June 10, 2024 and March 29, 2025, you could be eligible for money from a class action settlement with Apple.
Shares of Hut 8 (NASDAQ:HUT) are surging 35% in midday trading Wednesday. Riot Platforms (NASDAQ:RIOT) stock is climbing 13% in tandem, as investors reprice former Bitcoin mining pure-plays as AI data center landlords. HUT stock changed hands near $109 after opening at $80.51, extending a one-month rally of 67% and a one-year gain of 531%. ... Hut 8 Surges 35%, Riot Platforms Climbs 13% as Bitcoin Miners Become AI Infrastructure Plays
Elon Musk's Tesla and SpaceX estimated their Terafab AI chip factory will cost $55 billion, but said it could be much higher.
F's April U.S. sales slide 14% as weak EV, hybrid, truck and SUV demand, plus macro pressures, offset gains in select models like Bronco.
Watch Video Highlights from 1st Princeton CorpGov Forum Below, or Click HERE: CorpGov is pleased to announce the agenda for the second Princeton CorpGov Forum to be held Thursday, May 21, 2026 at The Nassau Inn in Princeton, New Jersey. Our roster of speakers features industry leaders and alumni spanning five decades at Princeton, with […] The post Final Agenda and Registration – 2nd Princeton CorpGov Forum: Endowments, Activism and Entertainment appeared first on CorpGov.
Bank of America wasted little time in making its view on Palantir (PLTR) clear after another Q1 earnings stunner. The bank maintained its bullish stance on the stock, arguing that Palantir’s AI endeavors are showing up in its sales, margins, contracts, and forward guidance. Palantir has been ...
July arabica coffee (KCN26 ) today is down -5.30 (-1.83%), and July ICE robusta coffee (RMN26 ) is up +12 (+0.36%). Coffee prices are mixed today. Optimism that the US-Iran war could soon end and reopen the Strait of Hormuz is weighing on coffee prices today. Strength in the Brazilian...
LCID posts wider-than-expected Q1 loss and misses estimates as write-downs, costs and supplier issues hit margins, even as revenues grow and liquidity gets a boost.
Tesla ramps capex beyond $25B to fuel AI, robotics, and autonomy bets, but rising risks, negative cash flow, and unclear timelines cloud near-term outlook.
TSLA's Optimus vision faces delays, missed targets and unclear timelines, raising doubts about whether the humanoid robot can deliver on Musk's bold promises.
Short seller James Chanos has questioned investor Cathie Wood-led investment firm ARK Invest‘s prediction that Robotaxis could become a $34 trillion market by 2030. A Bold Prediction Quoting a post by Ark Invest on the social media platform X on Monday, Chanos questioned Ark’s approach. The investment firm shared that over 90% of the $34 trillion opportunity would be going to the “technology providers,” adding that Uber Technologies Inc. was also vying to be a part of the market and was investin
DigitalOcean (DOCN) is positioned as a beneficiary of agentic AI, with planned capacity expansion an
The structural shift that began when the SEC approved spot Bitcoin ETFs in January 2024 has reshaped how institutions hold the asset. iShares Bitcoin Trust ETF (NASDAQ:IBIT) accumulated over $54 billion in AUM, the fastest ETF launch in history, while Grayscale Bitcoin Trust (NYSE:GBTC) was forced to convert from a closed-end trust into a competitive ... Bitcoin ETFs Have Fundamentally Shifted: Here’s Which 3 to Own Before Year-End
Former Detroit Pistons guard Vinnie Johnson is bringing business to the site where he won two NBA Championships
GE Aerospace (NYSE:GE) is among the 10 Best Large Cap Defense Stocks to Buy According to Hedge Funds. As of the close of business on May 5, the stock is a consensus Strong Buy, with an average upside potential of 24% based on 13 analysts’ recommendations. Recent updates include Jefferies trimming its price target on […]
(Bloomberg) -- Investor worries over higher energy prices and elections that look to be disastrous for the government pushed the UK’s long-term borrowing costs to the highest level since 1998 this week. The pound wasn’t fazed.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Trump Supreme Court Carroll AppealTrump P
WHO raises alarms over hantavirus outbreak as Bitcoin traders fear a repeat of the 2020 Black Thursday market crash. Is crypto at risk again?
Retirement debates usually come packed with politics. Tesla and SpaceX CEO Elon Musk cut through one with a few lines of plain math.m In 2023, as protests spread across France over a proposal to raise the retirement age, Musk responded...
(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealIran Evaluating US Proposal to End War as China
Investing.com -- Sterling and the euro surged on Wednesday as the dollar sold off sharply after Iran signalled the Strait of Hormuz could reopen and reports emerged that Washington and Tehran were closing in on a deal to end the Gulf war, triggering a broad risk rally and a steep slide in oil prices.
Core Scientific targets its Oklahoma site for a second 1.5-gigawatt AI/HPC buildout, mirroring the same playbook it unveiled days earlier at its Pecos, Texas campus.
Investing.com -- BellRing Brands was hit with a wave of analyst downgrades after the protein shake maker reported second-quarter results that included a sizable earnings miss and slashed its full-year EBITDA outlook by roughly 25%, sending shares down nearly 40% on Tuesday.
Bitcoin opened at $80,900.77 on Wednesday and moved higher in early trading, surpassing the $82,000 mark as of 7:03 a.m. ET. Ethereum opened at $2,360.65 on Wednesday, and rose this morning to $2,412.01 as of 7:03 a.m. ET.
ProShares Ultra Bitcoin ETF (NYSEARCA:BITU) gives traders 2x daily exposure to the Bloomberg Bitcoin Index through swaps, with a 0.98% expense ratio. The appeal is simple: when Bitcoin moves, BITU moves twice as hard, without the hassle of holding crypto directly. The structure is complex, and the gap between what holders expect and what they ... BITU’s Decay Problem: Why This Bitcoin ETF Lost 31% While Bitcoin Fell Just 10%
The BlackRock Bitcoin IBIT ETF captured $136.6M in net inflows during a week when the broader Bitcoin ETF market lost capital for three consecutive sessions. The week ended with $162.8M in total net inflows for spot Bitcoin ETFs, a recovery that was almost entirely driven by a single Friday surge ...
Microsoft faces pressure from capacity constraints and competition, even as AI momentum and Azure growth drive demand beyond available supply.
The latest update lifts Williams Companies' fair value estimate from $78.79 to $80.07, a small but clear step up in the analyst price target. Much of this shift is tied to refreshed research that incorporates updated earnings models and capital spending plans, alongside a mix of bullish upgrades and more cautious, neutral stances. As you read on, you will see how these moving targets shape the evolving analyst narrative and what to watch next in the story. Analyst Price Targets don't always...
Strategy (formerly MicroStrategy), the largest corporate Bitcoin treasury, recorded a sharp drop in MSTR stock price in after-hours trading. This comes after its Q1 2026 earnings release and Michael Saylor’s comments on a potential shift in Bitcoin strategy. Ad Ad Michael Saylor Proposes Selling Some Bitcoin to Pay Dividends During the Q1 2026 earnings call,
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Yahoo! Finance
The crypto market is up 0.81% as Bitcoin crosses $81,500 and Zcash rallies 22% with Trump's Project Freedom pause easing geopolitical risk.
Investing.com - Strategy Inc (NASDAQ:MSTR) said on Tuesday it will consider selling some of its Bitcoin holdings to fund dividend payments, after the company clocked an outsized first-quarter loss.
Strategy (NASDAQ:MSTR) executives emphasized an expanded set of capital markets “levers” and a continued focus on growing Bitcoin per share during the company’s first quarter 2026 earnings webinar, while noting that reported results were dominated by quarter-end Bitcoin price moves. Quarter results
Bank of America convened its Breakthrough Technology Dialogue in Singapore on April 28, bringing together a carefully curated group of the world's most influential CEOs, innovators, investors, academics and scientists for in‑depth, in‑person discussions on the forces set to bend the arc of our future.
(Bloomberg) -- Michael Saylor’s Bitcoin accumulation firm Strategy Inc. has survived yet another crypto market meltdown with some fresh financial engineering. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysAnthropic Unveils AI Agents to Field Financial Services TasksUS Says Offensive Phase of Iran War Over as Ship Hit in StraitTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testing, NYT ReportsThe outlook cou
Bank of America has partnered with the Portland Thorns as the club's Official Wealth Management Partner, supporting efforts to expand youth access to soccer in the Portland area. Merrill Wealth Management, a Bank of America business, recently had more advisors than any other firm included in Forbes' Best-in-State Wealth Advisors and America's Top Wealth Advisors rankings. For investors tracking NYSE:BAC, these updates sit alongside a recent share price of $53.12 and a value score of 4. Over...
05 May, 2026
With the Iran cease-fire still seemingly intact, oil prices retreated today, giving the market some room to run. The tech-heavy Nasdaq Composite rose 1%, while the The S&P 500 gained 0.8%. While there has been no real uptick in traffic through the Strait of Hormuz, the fact that the cease-fire remains in effect was enough to temper oil prices on Tuesday.
[220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Smart Grid Cybersecurity Market size & share revenue was valued at approximately USD 5.68 Billion in 2025 and is expected to reach USD 7.19 Billion in 2026 and is expected to reach around USD 67.02 Billion by 2035, at a CAGR of 28.2% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are IBM, Siemens, Cisco Sy
Microsoft faces Azure capacity limits and rising competition, but AI momentum and Copilot adoption fuel cloud growth and enterprise demand.
Ulta Beauty Inc (NASDAQ:ULTA) shares added about 3% after the beauty retailer was upgraded by Bank of America analysts to a ‘Buy’ rating from ‘Neutral.’ The firm maintained its price objective of $685, implying upside from the stock’s current price of $532. Bank of America sees a more...
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Seeking Alpha
Norm de Greve stepped down as chief marketing officer in 2025 and transitioned to the newly created position of chief growth officer.
Honda Motor (HMC) is pausing its plans to construct an electric vehicle manufacturing facility in Ca
Americans who recently earned their bachelor’s degree have faced a challenging job market in recent years.
CMI beat Q1 2026 estimates as Power Systems and data-center power demand lifted margins, even as Engine and Components sales fell.
HOG Q1 EPS misses as tariffs and incentives squeeze HDMC margins, even with retail sales up and 2026 guidance reaffirmed.
Over the long-term, the stock market is very good at valuing companies. Not every stock price reaction to recent earnings reports seems fair. Through midday trading on Monday, more than 500 companies in the had reported quarterly results.
Wondering if General Electric's share price still offers value after a strong run, or if most of the upside is already reflected in the stock. At a last close of US$280.52, the stock has seen a 1.4% decline over the past week and is roughly flat over 30 days. Longer term returns of 35.0% over 1 year and 254.1% over 3 years, plus a very large 5 year gain, highlight how different time frames tell very different stories about risk and reward. Recent coverage has focused on how General Electric...
DUBLIN, Ohio, May 05, 2026--TEN (Transportation Equipment Network) has appointed Mark Domzalski as Senior Vice President of Growth and Customer Strategy.
Zacks.com users have recently been watching General Motors (GM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Move aside Magnificent 7. Some of the "other 493" stocks in the S&P 500 are making a huge run.
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.
04 May, 2026
The iShares U.S. Aerospace & Defense ETF rallied 23% to $250, then fell 16% to $210. It is now stabilizing around $217.
PLANO, Texas, May 04, 2026--Aimbridge Hospitality, the world’s leading third-party hotel management company, today announced the appointment of Colin J. Parris, Ph.D., to its Board of Managers, effective immediately. Parris brings acclaimed expertise in artificial intelligence, digital transformation and enterprise technology strategy, with a strong track record of driving technology adoption at scale across multiple global industries.
Pressure is building fast on EUR/USD — and two powerful macro forces could send it lower in May. Higher oil prices from Strait of Hormuz disruptions are hammering European growth… while a potentially more hawkish Fed under Kevin Warsh is supercharging the US Dollar. Bearish EUR/USD isn't just a trade on Europe — it's a broad bet on dollar strength. The best part? This single view opens the door to multiple ways to trade it: spot forex, futures, ETFs, euro crosses, Treasuries, and more. Want to s
The company’s latest commitments totaling $830 million will support SUV and truck production at major facilities in Michigan and Ohio.
The automaker is still prepping for a $1 billion hit from tariffs in 2026 while projecting sizable commodity headwinds.
04:46
Seeking Alpha
03 May, 2026
General Motors (NYSE:GM) is committing substantial new capital to gasoline V8 engine and 10 speed transmission production in North America, reinforcing its internal combustion portfolio alongside electric vehicles. The company also announced a limited edition Cadillac CT5-V Blackwing F1 Collector Series to mark Cadillac's entry into Formula 1. These moves combine fresh manufacturing investment with motorsport focused branding, highlighting GM's commitment to both traditional performance...
Detroit carmakers have warned that the financial hit from higher commodity prices will rise to $5bn this year as the Middle East war strains...
02 May, 2026
Charles Schwab’s market update Wednesday morning landed on a single piece of guidance for clients heading into the Fed decision: “Traders need to be really careful here, in my view.” The caution makes sense. The Federal Open Market Committee is widely expected to pause in the 3.5% to 3.75% range for the third consecutive meeting, ... ‘Traders Need to Be Really Careful Here’: Schwab on the Fed Decision and Powell’s Uncertain Future
For most of 2026, General Motors (GM) has been a stock that makes investors nervous. From tariff headlines, EV restructuring charges, a war in the Middle East pushing up raw material costs, and a share price that's down year-to-date, even as the one-year return sits at an impressive 70%. Then came ...
Much like the rest of the world, the automotive industry is in a wait-and-see mode regarding the Iran conflict. General Motors CEO Mary Barra is one of those people watching closely. During the company's first-quarter earnings call, it said the war in Iran has raised costs, so it has responded by ...
13:45
Seeking Alpha
01 May, 2026
Average car prices have been rising since the pandemic and tariffs. Now the availability of low-cost new cars hangs in the balance as the United States, Mexico, Canada trade deal talks begin.
Rivian reports an adjusted operating loss in the first quarter of $621 million from sales of $1.4 billion.
Tesla stock rose in April. Friday’s move comes after Tesla stock added 2.7% in April, its first positive month for 2026. Tesla’s stock often moves more than 3%—almost one-third of the time over the past 12 months.
General Motors was the exception. Tesla reported better pricing and more subscriptions for its Full Self-Driving driver-assistance product. Stellantis was “steady,” if not stellar, according to Oxcap analyst Stuart Pearson.
GE Aerospace (NYSE:GE) was among Jim Cramer’s stock calls on Mad Money recently as he recapped mega-cap tech earnings. A caller sought Cramer’s opinion of the stock, and in response, he said: I think you should buy it right here. Enough is enough. It’s been going down because people are worried about air travel. I […]
30 Apr, 2026
21:45
Seeking Alpha
The stock is up over 126% in the last year, as its end markets continue to support long-term growth for the company.
U.S. procurement rules will prohibit Chinese origin rare earth materials in defense applications from January 2027. China currently supplies a large share of global rare earth alloys used in aerospace engines and components. Domestic U.S. rare earth projects are scaling up to supply companies such as GE Aerospace, part of General Electric (NYSE:GE). General Electric (NYSE:GE), trading at $283.57, sits at the center of this supply chain reset through its GE Aerospace business, which depends...
Soaring oil prices linked to the Iran war pushed inflation higher in the euro area in April, while growth continued to underperform — a worrying combination for both consumers and policymakers at the European Central Bank.View on euronews
GE HealthCare (NASDAQ: GEHC) currently trades at $59.49, well below the Wall Street consensus price target of $89.74. That implies upside of roughly 50.8% if the analysts are right. GE HealthCare is the medical imaging and diagnostics business spun from General Electric, with about $20.6 billion in annual revenue across Advanced Imaging Solutions, Patient Care ... GE HealthCare Just Crashed 13% on a Guidance Cut. Here’s the Case for Buying the Dip
War shock reshapes central-bank calculus: downside for growth, upside for inflation, making precautionary rate increases an option for the coming months. As for today, the ECB and Bank of England are seen keeping rates unchanged.
Former General Electric investors are extremely happy with two of the companies that emerged from the breakup.
The Strait of Hormuz crisis is spooking markets, but another crisis has been emerging—one that could hit the entire U.S. defense supply chain.
29 Apr, 2026
The company reported first-quarter earnings per share of 99 cents. Wall Street was looking for $1.05.
Airbus reported a first-quarter operating profit of €300 million. Wall Street was looking for about €345 million.
HOUSTON, April 29, 2026 (GLOBE NEWSWIRE) -- Red Post Energy Group today announced the appointment of Colonel John McDonough, U.S. Marine Corps (Ret.) as President of Red Post Energy, LLC, the company’s independent power subsidiary focused on scalable, dispatchable generation and grid resilience solutions. In this role, McDonough will lead Red Post Energy’s growth strategy, operational execution, and national expansion as the company scales its platform supporting large-scale data centers, AI inf
GE HealthCare Technologies (NASDAQ:GEHC) reported first-quarter 2026 results that management said landed at the high end of expectations on revenue, while profits and cash flow guidance for the full year were reduced to reflect higher input costs and a first-quarter supplier-related recall in Pharma
ETFs like ITA gain spotlight as global military spending hits $2.89T, rising 2.9%, with Europe leading growth.
28 Apr, 2026
27 Apr, 2026
The Italian state-backed energy major plans to raise its share repurchase program by 90 percent from the initial plan to EUR 2.8 billion on a stronger cash flow projection driven by higher oil prices.
14:40
Seeking Alpha
17 Apr, 2026
Expectations of a second round of talks between the USA and Iran have reduced demand for the US dollar as a haven.
13 Apr, 2026
June Euro currency futures present a buying opportunity on more price strength.
12 Apr, 2026
Investing.com -- As global energy markets navigate a fresh wave of supply disruptions, the fiscal "safety net" that cushioned consumers during the 2022-23 crisis is notably thinner.
08 Apr, 2026
The dollar index (DXY00 ) is sharply lower today by 1.13% at a 4-week low. The dollar is plummeting today after the US and Iran agreed to a ceasefire, curbing safe-haven demand for the dollar. Also, today's surge in equity markets has reduced liquidity demand for the dollar. In addition,...
The cease-fire between the U.S. and Iran sparked a rally in stocks, bonds, and gold, but the dollar wasn’t getting any love.
05 Apr, 2026
The Nasdaq 100 is down more than 6% year-to-date. Meanwhile, the broad international developed market benchmark has held up far better. That gap reflects a deliberate macro dynamic. The dollar has been on an uneven path in 2026, and when the dollar softens, foreign earnings translate into more dollars when repatriated, giving international stocks a ... International Stocks Are Trouncing Growth Stocks and This ETF Pays You a 3% Yield on Top
02 Apr, 2026
Donald Trump’s speech boosted the dollar and oil as it seems the Gulf conflict is likely to drag on at least into May.
The Eurosystem said the strategy reflects the “gradual adoption” of technologies such as tokenisation and distributed ledger technology.
31 Mar, 2026
Europe's inflation rate rose to 2.5% in March as the Iran war sent fuel prices sharply higher, official figures showed Tuesday. The annual rate for the 21 European Union member countries using the euro currency compared to 1.9% for February before the war started and blocked supplies of oil and gas from the Persian Gulf. Energy prices increased 4.9% percent in March compared to a 3.1% decline in February, Eurostat figures showed.
30 Mar, 2026
June Euro currency futures present a selling opportunity on more price weakness.
Despite this dip, sterling is holding up comparatively well amongst other major currencies.
26 Mar, 2026
IEUR, BBEU, and DBEU all track European equities, but the one you pick will determine whether the euro’s recent surge works for you or against you. For US investors looking to add European exposure, the core question is not which continent to bet on, but which structure fits your portfolio. Three ETFs dominate this conversation: ... How the Euro at $1.16 Changes Everything About These 3 Europe ETFs
24 Mar, 2026
22 Mar, 2026
02:30
Yahoo! Finance
Investing.com -- The Euro has demonstrated a surprising degree of stability over the past week, defying a broader shift in sentiment that has seen it singled out for selling within the G10 currency basket. According to a new analysis from BofA Global Research, the common currency has faced pressure in near-dated options, but its spot performance remains anchored by the continued stability of European natural gas prices.
20 Mar, 2026
Honeywell (NASDAQ: HON) today announced the applicable Reference Yield for each series of Securities (as defined below) for its previously announced offers to purchase for cash the securities listed in Table 1 below (collectively, the "Dollar Securities") and the securities listed in Table 2 below (collectively, the "Euro Securities" and, together with the Dollar Securities, the "Securities") issued by Honeywell (i) for up to a maximum aggregate purchase price to be paid for the Dollar Securitie
The probability of most major central banks hiking this year has increased sharply amid inflationary pressure from the Gulf conflict.

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