the billionaire

the letter from the rich investor

05 May, 2026
​NVIDIA Corporation (NASDAQ:NVDA) plays an important role in the quantum computing industry through its accelerated computing infrastructure and software platforms. For instance, the company integrates quantum processors with its AI supercomputers through tools like CUDA-Q, an open-source platform for hybrid quantum-classical applications, and NVQLink for seamless connectivity. The company also ranks as one of the […]
Microsoft Corporation (NASDAQ:MSFT) is pursuing quantum computing as a core long‑term pillar of its Azure cloud platform. The company is developing topological qubits based on Majorana physics, which are aimed at fault‑tolerant quantum computers with up to a million logical qubits on a single chip. The company also ranks among the Best Quantum Computing Stocks […]
Tesla halts datacenter development due to local infrastructure constraints Denmark halts new projects amid AI driven power crisis LT350 offers a distributed, grid-supportive, AI infrastructure alternative built for community compatibility and scale BOULDER, Colo., May 05, 2026 (GLOBE NEWSWIRE) -- Auddia Inc. (NASDAQ: AUUD) (“Auddia” or the “Company”) today highlighted the relevance of LT350 as communities across the United States and internationally increasingly oppose the construction of large
Saving for retirement in 10 or 20 years will be irrelevant, Elon Musk recently said. Financial advisers aren't buying that advice.
SAN FRANCISCO, May 05, 2026--Ouster, Inc. (Nasdaq: OUST) ("Ouster" or the "Company"), a leader in sensing and perception for Physical AI, today announced the integration of its new Rev8 OS family of digital lidar sensors across the NVIDIA Jetson platform.
It's time to start thinking at least a little bit defensively by exchanging long-term potential gains for certain near-term cash flow.
Microsoft-backed (MSFT) OpenAI Chief Executive Sam Altman discussed spinning off the startup's robot
Nvidia may move over, but it won't roll over in the face of a formidable new rival.
Robinhood's recent results didn't generate a lot of bullishness as its growth rate in Q1 was underwhelming.
Roundhill’s weekly-pay ETF lineup has built a following among income seekers willing to swap diversification for fat, frequent checks. Roundhill AMZN WeeklyPay ETF (CBOE:AMZW) is the Amazon flavor, and its weekly distributions have ranged from $0.152133 to $0.737091 per share since launch. The question is whether that paycheck holds up when Amazon’s stock cools or ... AMZW’s Weekly Payouts Drop 79% as Volatility Collapses; Can Investors Count on Them?
Micron and Sandisk are benefiting from an unprecedented supply shortage in memory chips.
Cook isn't the only CEO worried about this problem.
Tesla's (TSLA) full self-driving system could be facing skepticism from European regulators toward t
STORY: Elon Musk has settled a U.S. Securities and Exchange Commission lawsuit against him for a $1.5 million fine.The suit accuses the world's richest person of waiting too long in 2022 to disclose his initial purchases of shares in Twitter, now known as X.Under the settlement disclosed Monday, a trust in Musk's name will pay the fine.The Tesla chief did not admit wrongdoing, and won't have to give up any of the $150 million he allegedly saved from the delay.Now the settlement requires approval by U.S. District Judge Sparkle Sooknanan, who in February rejected Musk's bid to dismiss the case.The SEC declined to comment.In its lawsuit, the regulator said Musk's 11-day delay in revealing his initial 5% Twitter stake let him buy more than $500 million of shares at artificially low prices, before he finally revealed a 9.2% stake.Musk called the delay inadvertent, and accused the SEC of violating his free speech rights by targeting him.The case is separate from a civil suit where a San Francisco jury in March held Musk liable for having defrauded Twitter shareholders after announcing the buyout.
ON Semiconductor narrowly tops first-quarter earnings expectations and shares fall amid heightened investor expectations.
Meta Platforms, Amazon and peers highlight surging AI capex as markets shrug off geopolitical tensions, with spending set to top $1T by 2027.
(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceChina’s Rare Sanctions Pushback Leaves Banks Caught in CrossfireFormer NYC Mayor Gi
SpaceX will soon launch, but eager investors don't have to wait for the stock to blast off before they gain exposure.
Celestica rides the AI data center boom, boosting guidance as earnings and revenue are set to more than double by 2027 amid surging hyperscaler demand.
Brushing up on fundamentals will leave you in a better position to invest.
There's good news and bad news for investors, according to history.
Nscale is announcing an expansion of its collaboration with Microsoft and Start Campus with 66,000+ NVIDIA Rubin GPUs, starting in late 2027. This agreement builds on the deployment of over 12,600 NVIDIA Blackwell Ultra GPUs at the first building of the SINES Data Campus for Microsoft.
MOEX will launch SOL, XRP, TRX, and BNB indexes starting May 13 using global price feeds. The move expands regulated crypto exposure in Russia beyond ...
(Bloomberg) -- Alphabet Inc. has kicked off its latest megabond deal as it returns to the euro market just months after selling nearly $32 billion of dollar, sterling and Swiss franc-denominated debt.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceChina’s Rare Sanctions Pushback Leaves Banks Caught in CrossfireFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignor
The iPhone maker's exploratory discussions are less about finding a better manufacturer than about ensuring it never again loses iPhone revenue to a single point of failure When Apple Inc (NASDAQ:AAPL, XETRA:APC) executives fly to Texas to tour a Samsung fabrication plant and hold separate...
Artificial intelligence (AI) is rapidly embedding itself into the systems that power economies, reshaping how businesses compete, governments serve, and societies evolve across Asia. Against this dynamic backdrop, ATxSummit, hosted by the Infocomm Media Development Authority of Singapore, returns for its sixth edition on 20 to 21 May 2026 at Capella Singapore, convening more than 4,000 leaders from over 50 countries to confront the region's most pressing issues.
The start-up chipmaker has an impressive customer list that includes Amazon, Meta Platforms, and ChatGPT parent OpenAI.
Advanced Micro Devices is expected to post strong growth driven by AI data center demand, though pricing pressure could weigh on margins.
DUBAI, United Arab Emirates, May 05, 2026 (GLOBE NEWSWIRE) -- Datalec Precision Installations (DPI), a global provider of integrated data centre delivery solutions, today announced it has officially incorporated a new entity in the Kingdom of Saudi Arabia (KSA), marking a significant milestone in its strategic growth across the Middle East. The new Saudi entity strengthens DPI’s ability to deliver end-to-end data centre design, build and fit-out services in one of the world’s fastest-growing dig
Apple’s Q2 earnings report gave Wall Street a lot to like. Bank of America analysts were all praise for the Cupertino giant’s performance, giving them enough confidence to raise their price target to $330 (18% higher than current prices), while keeping a buy rating. Q2 was another massive ...
Tesla CEO Elon Musk has projected confidence that the European Union will soon green-light the carmaker's "Full Self-Driving" (FSD) system, but emails from some European regulators show marked skepticism toward the technology and its stated safety benefits. Tesla's "FSD (Supervised)" technology got the nod from Dutch road regulator RDW in April. RDW is now seeking EU approval for FSD, with ‌a key committee hearing scheduled for Tuesday.
AppLovin outperformed the broader SaaS sector.
"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.
Palantir's first quarter was nothing short of astounding. But does it live up to its sky-high valuation?
Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
Banco Santander Chile’s fair value price target sits at CLP 76.3, with no change in this latest update. This shifts the focus to what is happening inside the underlying assumptions rather than the headline number. Analysts are split, with bullish views pointing to a more balanced risk reward profile at current levels and cautious voices highlighting that slightly higher assumed risk and more moderate revenue expectations could still limit upside. As you read on, you will see how to track...
ServiceNow (NYSE:NOW) executives used the company’s Financial Analyst Day 2026 to argue that enterprise AI adoption is strengthening—not undermining—the company’s platform position, while outlining long-term targets for subscription growth, margins, and stock-based compensation. Darren Yip, Service
Apple has held exploratory discussions about using Intel and Samsung Electronics to produce ‌the main processors for its devices, Bloomberg ‌News reported on Monday, citing people familiar with the deliberations. Apple executives ​have made visits to a Samsung plant under development in Texas and, separately, also held preliminary talks with Intel about enlisting the company's chipmaking services, Bloomberg reported. While ‌the move would ⁠offer Apple a secondary option beyond its longtime partner Taiwan Semiconductor Manufacturing Co, the ⁠iPhone-maker is also concerned about using non-TSMC technology, the report said, citing worries about reliability and scale.
(Bloomberg) -- Apple Inc. is preparing a new “Create a Pass” feature for its next major iPhone software update, allowing users to build and customize their own digital tickets and gift cards within the Wallet app.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceChina’s Rare Sanctions Pushback Leaves Banks Caught in CrossfireFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China F
For two decades, China has used pricing manipulation, export controls, and market flooding to stop Western companies building independent rare earth supply chains, but one company just broke that playbook.
Apple is hitting on all cylinders, positioning itself for a seamless transition in the executive suite this fall.
04 May, 2026
The S&P 500 is sitting above 7,100. The Nasdaq just logged 13 consecutive days of gains, its longest streak since 1992. By almost every surface measure, the market looks healthy. Bank of America is not so sure. And the way it is framing its concern is worth paying close attention to. Bank of ...
Apple, ticker NasdaqGS:AAPL, is reportedly weighing a major AI acquisition that would depart from its usual deal making approach. The potential move comes as Tim Cook prepares to hand the CEO role to John Ternus and as questions continue about Apple's position in AI. Rising memory costs and pressure on hardware pricing form part of the backdrop to the reported acquisition interest. Apple is best known for its hardware and services ecosystem, where AI already underpins features across...
Tech is, counterintuitively, getting more expensive — and of course AI is to blame
Intel’s new client-computing leadership adds focus to its push beyond traditional PCs, with upcoming results needing clearer evidence that AI PC demand and data center CPU sales can support the stock’s post-rally valuation.
22:17
Yahoo! Finance
Adeia (NASDAQ:ADEA) reported first-quarter 2026 results driven by new license agreements and continued expansion beyond its legacy pay TV business, while also disclosing that President and CEO Paul Davis plans to step down later this year. Quarterly results and deal activity Davis said the company
The billionaire is on the hook for $1.5 million for failing to disclose his 5% stake in Twitter in a timely fashion.
FLXR is a Los Angeles-based ETF targeting high current income with a flexible, multi-sector strategy and daily liquidity for investors.
Buffett may have trimmed his conglomerate's position in this stock in recent years, but it remains an exceptional company.
STOCKSTOWATCHTODAY BLOG Stocks fell Monday and oil prices rose after the United Arab Emirates’ Ministry of Defense said it detected four missiles coming from Iran. Earlier, the U.S. military’s Central Command denied a report that Iran had struck an American warship in the Strait of Hormuz.
Tesla stock is in a rut as investors await more progress on artificial-intelligence businesses such as robo-taxis and robots. With shares struggling to regain $400, stock options might be a better bet. Susquehanna derivatives analyst Christopher Jacobson screened for stocks in which a pickup in volatility could move stock options prices.
The Treasury market is at a critical juncture and deepening losses at this point could pull money away from stocks as prices fall and yields rise.
Ouster has launched a lidar that sees in color. Convincing Elon Musk to use lidar will be no easy task.
(Bloomberg) -- After a remarkably successful effort to extinguish diversity, equity and inclusion programs at US employers, federal officials are stepping up their push against corporate America’s remaining DEI initiatives.Most Read from BloombergChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Giuliani in Critical Condition, Trump SaysUS Has Opened a Passage Through Hormuz, Central Command SaysBeijing Tel
Signed new license agreements with AMD and MicrosoftGenerated $58 million in cash from operations and achieved 60% adjusted EBITDA marginPaid down debt by $28 million bringing our outstanding balance to less than $400 million SAN JOSE, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA) (the “Company” or “Adeia”) today announced financial results for the first quarter ended March 31, 2026. “We had a strong start to 2026, delivering first quarter revenue of $105 million, generating
Orders for the updated Xiaomi SU7 EV sedan, a direct Tesla Model 3 rival, have topped 70,000. Tesla does not plan to release an updated Model 3 in China this year.
Tech stocks were mixed late Monday afternoon, with the State Street Technology Select Sector SPDR ET
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.
Bitcoin price is trading above $80,000, reaching a three-month high as Asian equity markets push toward record levels and risk appetite returns across global prediction markets. The $80,000 level marks a structural resistance zone that defined Bitcoin’s November 2025 lows and has acted as a ceiling through months of consolidation. ...
Investors may want to keep CoreWeave firmly on their radar as it gears up to unveil its Q1 earnings on May 7.
Microsoft Corporation (NASDAQ:MSFT) is one of the Most Promising AI Stocks to Invest In. On April 30, Bernstein analyst Mark Moerdler lifted the firm’s price objective on the company’s stock to $646 from $641 and kept an “Outperform” rating. As per Bernstein, though Microsoft Corporation (NASDAQ:MSFT)’s Q3 2026 was strong, with consensus being surpassed on major metrics, […]
Microsoft's earnings numbers looked solid, as it beat on Azure and its top and bottom lines.
Although Spirit Airlines went out of business, its co-branded Free Spirit credit cards will still work to make purchases.
As Apple ramps up its AI ambitions with iOS 27, could this be the turning point that makes AAPL a buy?
Asian equities rallied near all-time highs as chipmakers surged and investors weighed AI momentum against oil and geopolitical risks.
Earned income demands your time. Dividend income does not. The appeal of a check that arrives every 90 days, regardless of market conditions, is the foundation of every serious passive-income strategy. Real estate offers similar cash flow but locks up capital, charges friction on every transaction, and cannot be liquidated in an afternoon. Dividend stocks ... Want $2,200 in Passive Income? Invest $50,000 Into These 3 Dividend Stocks
Tesla (NasdaqGS:TSLA) has begun producing its first high volume Tesla Semi trucks at its Nevada facility. The company is also launching Terafab, an internal semiconductor foundry developed with support from Intel. These projects aim to support Tesla's commercial vehicle, robotics, and autonomous transport ambitions. Tesla sits at the intersection of electric vehicles, energy storage, and software, and the push into heavy trucks and chips adds new dimensions to that mix. The Tesla Semi...
Bank of America (NYSE:BAC) shareholders elected all 12 director nominees and approved the company’s three management proposals at the bank’s 2026 Annual Meeting of Shareholders, while rejecting two shareholder-submitted measures, according to preliminary results shared during the webcast event. Boa
Tech stocks edged up Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK)
Nine years after Elon Musk first unveiled it on a darkened stage, the Tesla Semi has finally crossed the line that separates promise from product. On April 29, Tesla posted a single image on X: workers inside the Nevada factory, the first Semi off the high-volume production line. After years of ...
More MSPs are adopting Nerdio Manager to help rapidly scale their Microsoft Cloud technologies and deliver better outcomes for their clientsCHICAGO, IL, May 04, 2026 (GLOBE NEWSWIRE) -- Nerdio, the only multi-tenant management solution for Microsoft 365, Windows 365, and Azure Virtual Desktop, today announced record MSP growth alongside the launch of Nerdio Manager for MSP 7.0. In 2025, the company grew its MSP user base over 100%, spanning Microsoft 365, Windows 365, and Azure Virtual Desktop.
The iShares U.S. Aerospace & Defense ETF rallied 23% to $250, then fell 16% to $210. It is now stabilizing around $217.
Investing.com -- Upcoming U.S. midterm elections could reshape the Administration’s approach to both foreign policy and trade, according to a new note from Bank of America.
Bitcoin (CRYPTO: BTC) hit an all-time high of $126,000 in October 2025, then crashed 52% to $60,000 by early February after the U.S. and Israel struck Iran. Now the BTC price is at $80,200, up 19% over the past 30 days, and trading above $80,000 for the first time since January. The current rally is ... Bitcoin Price: BTC Is Up 19% in 30 Days — Is the Bear Market Officially Over?
Transparency notification byBank of America Corporation In accordance with article 14, § 1 of the law of 2 May 2007 on the disclosure of major holdings, Umicore was recently notified by Bank of America Corporation that it has crossed the legal threshold of 3% for the direct voting rights and equivalent financial instruments downwards on 24 April 2026. The total holding of direct voting rights and equivalent financial instruments of Bank of America Corporation stands at 2.93% on 24 April 2026. Su
(Bloomberg) -- Bitcoin rose above $80,000 for the first time since January amid fluctuating expectations for a deal to clear a path toward a resolution of the conflict in the Middle East. Most Read from BloombergChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanctions on RefinersUS Denies Iran Report That Naval Ship Was Hit by MissilesSupertanker Appears to Have Crossed the Strait o
Tesla and Tesla drivers face a new problem with the company’s Full Self-Driving product. Barron’s has reviewed and tested Tesla’s FSD consistently since 2022. In 2023, we likened FSD to a teenager with a learner’s permit.
Elon Musk's net worth hit $800 billion, matching Rockefeller's 1913 share. He responded with a $10 trillion target.
15:46
Yahoo! Finance
While RIOT Platforms (RIOT) recently surged 36% in a single month to trade at $18, propelled in part by Bitcoin’s (BTC) spot price recovery toward the $80,000 level, many investors viewing the stock's elevated trailing multiple conclude the breakout is exhausted. This perspective ignores the structural transition underneath the hood. At current levels, the stock commands a Price-to-Sales (P/S) ratio of 10.0x, representing a premium to its 8.3x three-year historical average. (See RIOT valuation m
Apple just delivered a quarter that surprised even its skeptics. Services grew faster than expected. Margins held up better than feared. And for a company that has spent much of 2026 navigating tariff concerns and AI doubts, the results landed exactly when it needed them to. Morgan Stanley noticed. ...
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.
Needham raised its price target on CleanSpark (NASDAQ:CLSK) stock to $18 from $17 while maintaining a Buy rating, after meeting with management on Monday, May 4. The catalyst: CleanSpark indicated it is in “advanced discussions” with a direct investment-grade (IG) hyperscaler customer for its data center capacity. For investors, the price target raised by Needham ... Needham Raises CleanSpark Price Target on Hyperscaler Talks: Is the Bitcoin Miner Pivoting to AI?
September British pound futures present a buying opportunity on more price strength.
There is an old line I picked up early in covering Detroit: never bet against the American consumer's love of trucks. For the past three years, automakers tried anyway. They poured tens of billions of dollars into electric vehicle factories, lithium supply deals, and battery joint ventures, betting ...
ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX) has rewarded patient holders lately, with shares near $33 after a 74% one-year run and a 13% year-to-date gain. That kind of move tends to bury the risk conversation. It shouldn’t. ARKX is an actively managed, non-diversified thematic equity ETF that launched in March 2021. Its mandate covers ... ARKX Faces a Concentration Crisis as SpaceX IPO Looms Over Space ETF Holdings
Wedbush sees Oracle’s pullback as noise, with AI demand, rising contracts, and cloud momentum still driving growth.
Q1 2026 crypto earnings test whether AI hosting revenue can offset post-halving mining margin pressure for top miners.
Shares of GameStop (NYSE:GME) are sliding in early Monday trading, indicated to open down roughly 6% at around $25. The pullback follows Friday’s rally, when the stock closed at $26.53, up 6% on the session. The catalyst is a surprise, non-binding proposal from chief executive officer (CEO) Ryan Cohen for GameStop to acquire eBay (NASDAQ:EBAY) ... GameStop Slides After 6% Friday Rally: Can Ryan Cohen Really Pull Off an eBay Buyout?
U.S. spot bitcoin ETFs pulled in about $2.7 billion over three weeks, helping lift total net assets above $100 billion
Falling prices and EV demand boost resale momentum
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 Bitcoin (CRYPTO: BTC) price has been stuck below $80,000 for the past three months. Every push toward the $80K level has been rejected so far, with BTC pulling back anytime it gets above $79,000. Then in the early Singapore hours today, the $80K resistance finally cracked, with BTC pushing past it to hit $80,500—its ... Bitcoin Price Prediction as BTC Breaks Above $80,000
Bitcoin and other cryptocurrencies rallied on Monday, surging to start the week amid similarly upbeat sentiment in other assets, like stocks. One crypto strategist warns major declines could still be coming for Bitcoin. The price of Bitcoin rose 0.1% over the past 24 hours to $78,878, and in recent hours did manage to trade above the $80,000 price level that has largely eluded the leading digital asset since early February.
Bitcoin opened at $78,543.43 on Monday, 0.1% lower than Sunday’s opening price of $78,656.73. Ethereum opened at $2,322.49 on Monday, 0.3% higher than Sunday’s opening price of $2,316.21.
(Bloomberg) -- Blackstone Digital Infrastructure Trust Inc. is seeking to raise as much as $1.75 billion in a US initial public offering, offering investors the chance to capitalize on a surge in building artificial intelligence infrastructure.Most Read from BloombergChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownBeijing Tells China Firms to Ignore US Sanctions on RefinersFormer NYC Mayor Giuliani in Critical Condition, Trump SaysSupertanker Appears to Have Crossed the Strait of
In Bitcoin news today, BTC USD hit $80,529 on Monday, May 4, a four-month high, hours after President Donald Trump announced Project Freedom via Truth Social. The move pushed BTC up nearly +3% on the day and over +20% in the past month, blowing through a resistance level that had ...
The automaker is still prepping for a $1 billion hit from tariffs in 2026 while projecting sizable commodity headwinds.
Bitcoin (CRYPTO: BTC) briefly cleared $80,000 in early hours today, hitting an intraday high around $80,500 before pulling back to $79,770. That’s the first time BTC has traded above $80,000 since January 31, and it follows a 14.7% recovery since early April that took the coin from $68,000 to today’s level. The move came after ... Bitcoin Price Hits $80K: We Asked Grok If BTC Could Hold $80K in May
Fed uncertainty is pressuring crypto as expectations for rate cuts fade and officials warn rates could stay higher or even rise. Geopolitics is increasing macro ...
04:46
Seeking Alpha
(Bloomberg) -- Japan has the firepower to intervene 30 times in currency markets at last week’s scale, according to analysts at Goldman Sachs Group Inc., though officials are expected to conserve its reserves and step in at more effective moments.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysWorld’s Largest Container Carrier Plans Route Avoiding
03 May, 2026
The U.S. economy might be stronger than it feels at this point. According to Seeking Alpha reporting, Bank of America strategist Michael Hartnett argues that the country is caught in a nominal “boom loop.” At the same time, he predicts U.S. GDP will climb nearly 75% from the pandemic low by 2027. ...
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...
When it comes to where you put your money, the choice between crypto and stocks has always been one of the hardest to make in investing. One side gives you steady compounding backed by company earnings, while the other gives you a fixed-supply asset that comes up as high risk/high reward. Most people usually hold ... Should You Dump Bitcoin for Stocks After the S&P 500 Hit a New Record on Apple’s $100 Billion Buyback?
(Bloomberg) -- With equities back to their highs after a V-shaped recovery from the Iran oil shock, investors are increasingly caught between left and right tail risks: The tireless AI and semiconductor rally on one side and the gradual drag from higher energy prices on the other.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzFormer NYC Mayor G
Investing.com -- China’s export sector is expected to remain resilient in 2026, defying concerns over rising energy prices, geopolitical tensions, and a stronger currency, according to a new report by BofA Global Research.
The Progressive Corporation (NYSE:PGR) ranks among the best low-risk investments in May 2026. On April 15, BofA Securities boosted The Progressive Corporation (NYSE:PGR)’s price target to $312 from $298, while keeping a Buy rating on the company’s stock. The firm’s March quarter earnings were $1.55 per share, lower than BofA’s prediction of $1.62 but consistent […]
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
Investing.com -- Chicago Federal Reserve President Austan Goolsbee stated on Saturday that recent inflation figures are "bad news" for the U.S. central bank, signaling continued caution regarding interest rate cuts.
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 ...
Tyson Foods just saw its modeled fair value trimmed from US$69.08 to US$68.54 per share, a small adjustment that still matters if you are watching the stock closely. That tweak comes as analysts remain split, with some highlighting sales momentum and others pointing to execution hurdles and valuation questions. Ahead, you will see how these shifting targets fit into the broader story and what to watch as the narrative continues to evolve. Analyst Price Targets don't always capture the full...
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 ...
Restaurant Brands International Inc. (NYSE:QSR) is one of the Stocks that Billionaire Druckenmiller and Jim Cramer like. Restaurant Brands International Inc. (NYSE:QSR) saw its price target increase on April 28, 2026. Scotiabank raised its price target on the stock from $71 to $81 while maintaining a Sector Perform rating. The intense unit growth targets amid […]
Under the CEO, the long-beleaguered bank is working through its 13th restructuring. Can Citi shed its longstanding reputation as the banking sector’s laggard?
13:45
Seeking Alpha
Sabre's fair value estimate has shifted slightly, with the modeled price target moving from US$1.91 to US$1.90, reflecting a modest reset in expectations. That small change comes as analysts reassess bookings growth and free cash flow potential, splitting into bullish and bearish camps on whether Sabre can outperform peers and improve profitability over time. Read on to see what is driving the debate and how you can track this evolving analyst narrative around Sabre. Stay updated as the Fair...
(Bloomberg) -- First-quarter earnings season is delivering Wall Street better-than-expected results, propelling US equities’ run from one record to the next.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersWorld’s Largest Container Carrier Plans Route Avoiding HormuzPhilippines Says Thousands Evacuated as Mayon Volcano EruptsTrump Casts Doubts on Iran Peace Proposal as Details EmergeAs earnings wind down f
Cardlytics is back in focus after analysts reset price targets closer to the US$1 to US$1.25 range, with a fair value estimate holding near US$1.04. These changes sit alongside commentary that Q4 results, Q1 guidance, the BofA exit, and the Bridg divestiture now leave the "bar appropriately level set," with some calling the shares firmly in "show me" territory. As you read on, you will see how to track this evolving analyst narrative and what it can mean for your own view on the stock. Stay...
Investing.com -- Bank of America (BofA) Global Research indicates that the nuclear fuel market is in the early stages of a multi-decade development cycle characterized by shifting utility behavior and tightening physical supply.
Apple Hospitality REIT has seen its modeled fair value edge from US$13.00 to about US$13.13, a small price target refinement that reflects incremental updates rather than a reset of the thesis. This tweak fits with the mixed Street research, where some firms are lifting targets while others trim them or stay neutral as they reassess how the current share price lines up with fundamentals. As you read on, you will see how to interpret these shifting targets and follow the evolving narrative...
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.
Lam Research sits in the spotlight after a series of analyst price target changes, with individual moves ranging from US$6 to US$105 per share. These shifts come as research firms reassess wafer fab equipment demand, earnings potential and how much investors might be willing to pay. This is highlighted by actions such as BofA adding Lam Research to its US 1 List, while others maintain more cautious stances. As you read on, you will see how these evolving targets shape the broader story and...
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.
Ford and General Motors are among early participants in the Trump administration’s tariff refund claims process.
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 […]
General Motors (GM) shares recently closed at US$76.89, drawing attention as investors weigh the automaker’s scale, with US$184.6b in revenue and US$2.4b in net income, against mixed short term and longer term return figures. See our latest analysis for General Motors. The recent 1 month share price return of 3.21% contrasts with a 3 month share price decline of 8.46%. At the same time, a 1 year total shareholder return of 72.41% points to stronger longer term momentum, supported by a 3 year...
GTX tops Q1 estimates with 63% EPS jump and 12% sales growth, driven by strong demand, as Garrett raises its 2026 outlook across key metrics.
PHINIA Q1 earnings surge past estimates with Fuel Systems strength, higher volumes and cost controls driving double-digit sales growth.
On the Lightning Round of Mad Money on April 29, 2026, a caller named Kimo from California, whose fiancée Michelle had gifted him Jim Cramer’s book the prior December, told the host he had “done quite well between December and now” on his rare earths bet. Cramer’s verdict on the name in question was unambiguous: ... Jim Cramer on MP Materials: “They’ve Got the Government’s Backing”
Shareholders might have noticed that General Motors Company ( NYSE:GM ) filed its quarterly result this time last week...
The automaker sees full-size pickups, SUVs and a diversified portfolio as key to maintaining margins in 2026, despite potential challenges.
30 Apr, 2026
21:45
Seeking Alpha
Ford Motor reported a first-quarter operating profit of $3.5 billion. Wall Street was looking for $1.3 billion.
The stock is up over 126% in the last year, as its end markets continue to support long-term growth for the company.
There were plenty of bright spots in General Motors' first-quarter earnings report, but it's time for investors to give its connected business more credit.
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.
T. Rowe Price, a global investment management firm and a leader in retirement, announced the latest episode of "The Angle from T. Rowe Price," an investment-themed podcast focused on the forces shaping financial markets and the leaders navigating them.
Shares of this two-year-old company have soared 775%, and there could be more to come.
GE Vernova (GEV) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Zacks.com users have recently been watching GE (GE) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
28 Apr, 2026
GE Aerospace’s first quarter results for 2026 saw revenue and adjusted earnings per share come in ahead of Wall Street’s expectations, but the market responded negatively, reflecting concerns about margin pressure and uncertainty in key end markets. Management attributed strong top-line growth to robust demand in commercial engine services—particularly spare parts and shop visits—as well as continued momentum in the defense segment. CEO H. Lawrence Culp noted, “Flight Deck enabled us to improve
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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