the billionaire

the letter from the rich investor

26 May, 2026
Meta apparently bowed out from competing for a key source of the company's business.
16:09
Yahoo! Finance
This company is in the right industry at the right time, although it's certainly given investors plenty of bullish news to latch onto of late.
The stock market may be hovering near record highs, but millions of Americans are discovering that retirement and financial security are not the same thing. Grocery bills remain elevated. Housing costs continue climbing. Healthcare premiums keep eating into fixed incomes. And now a surprising new survey suggests many retirees are realizing their nest eggs were ... The Retiree Recession Begins: Surprising Report Reveals 7% of Retirees Return to Work Amid High Costs
GE Vernova, Vistra, and Nextpower have plenty of room to grow.
The future looks bright for AI, but it's not all about AI.
This under-the-radar stock is up 170% over the past year, and more upside could be ahead.
Agentic AI could prove to be a positive for Apple's iPhone.
Shares of Micron Technology (NASDAQ:MU) are leading the memory complex sharply higher in midday trading, rallying 16% on the session after UBS analyst Timothy Arcuri delivered one of the most aggressive sell-side revisions of the AI cycle. The move has rippled across the sector as investors reprice every name tied to memory and storage. SanDisk ... Not Just Micron: Memory Melt-Up Pulls SanDisk Up 8%, Western Digital Up 10%
Perplexity identified nine billion dollars of transaction fraud across Stripe, Apple, and Google within a month of using HubiFi. HubiFi, the multi-source revenue recognition solution that delivered that outcome is available to all Stripe customers today on the Stripe App Marketplace.
Apple could end up as an AI winner, despite its slow early response to the technology megatrend, an analyst says. Apple stock rose Tuesday.
Intuitive Machines already has one $4 billion-plus NASA contract. Is it about to win another one?
Tesla stock is three-weeks tight, setting up a possible early entry. Shares are up 12% this month, partially reversing a slump from earlier in the year.
Business intelligence and analytics platforms in 2026 are delivering ROI by expanding access to governed analytics across the enterprise. The market is no longer centered solely on analysts and data specialists. Organizations are extending analytics to frontline managers, operational teams, and business users through conversational interfaces, embedded delivery, and AI-driven workflows that reduce the technical barriers associated with traditional BI tools.
Caterpillar overshot the broader market's decline when the war in Iran started, but it's rebounded mightily.
Download the Complete Report Here Alpha Compute Corp. (ALP) Revenue-Generating AI Compute Pivot Now Visible; $21 Million NTM Sales Outlook Highlights Scale-Up Potential Key Takeaways: $32.2 million AI lab contract validates ALP’s pivot to AI GPUaaS and confidential compute, creating $16.1 million of annual contracted revenue. $21 million NTM revenue outlook anchors the scale-up trajectory, […]
The IPO market is waking up again, and few offerings have generated as much buzz as SpaceX. Between Elon Musk’s star power, the company’s reported multi-trillion-dollar valuation it is seeking, and dreams of Mars colonization, it is easy to see why investors are excited. But history says investors chasing blockbuster IPOs right out of the ... Forget SpaceX: The Next Red-Hot IPO Is Here and It’s a Quantum Computing Stock
Scott Melker discusses the latest crypto headlines, including Michael Saylor's new approach to Strategy (MSTR) and bitcoin (BTC-USD), stablecoin developments, the US Securities and Exchange Commission (SEC) pausing tokenized stocks, and more."The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
A $6,700 allocation to this retailer's shares 30 years ago would be worth a seven-figure sum today.
Snowflake (SNOW) is a "strong" second-derivative player in the artificial intelligence revolution an
15:30
Yahoo! Finance
Oklo needs fuel, and the U.S. needs to get rid of some plutonium. Is this a match made in heaven?
Vibe coding has arrived on the trading floor, and it's raising a lot of questions about the value of human capital.
Investing.com -- Bank of America has raised its price target on Apple to $380 per share from $330, arguing that the shift toward agentic artificial intelligence could unlock a significant new revenue opportunity for the iPhone maker and drive the next meaningful re-rating of the stock.
Ferrari (NYSE:RACE) shares fell 4.6% on Tuesday after the Italian automaker unveiled its first fully electric vehicle, the Luce, drawing criticism over its design and questions about the model's departure from the brand's identity. The four-door Luce, whose name is Italian for "light," was...
15:23
Seeking Alpha
Nvidia earnings beat, and a stronger growth rate, may not be enough to calm investor concerns about its heightened valuation.
On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn’t Over! Micron Technology Just Proved It!“, co-hosts Rashad Bilal and Troy Millings laid out a two-part thesis that the AI buildout has real runway through 2027. They also shared that Taiwan Semiconductor’s monthly demand commentary may serve as the single ... This Proves The AI Boom Will Last Through 2027
Nokia stock (NYSE:NOK) was founded in 1865 as a paper mill. In 2026, it has somehow become one of the market’s hottest AI infrastructure stocks.
15:13
Yahoo! Finance
The world's most visited theme park resort is brimming with new experiences this summer.
Nvidia stock wavers after realizing a 4% weekly loss despite an earnings beat for its first quarter.
Since ChatGPT burst onto the scene in late November 2022, artificial intelligence has transformed from a buzzword into one of the biggest capital allocation shifts in corporate history. Hyperscalers and Big Tech leaders have committed hundreds of billions of dollars to data centers, GPUs, and AI infrastructure. The Big Four hyperscalers — Alphabet (NASDAQ:GOOG), Amazon ... Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors
Broadcom (AVGO) has become one of the AI trade’s big winners, with the stock up 75% over the past year as investors bet aggressively on its custom AI chips. But beneath the AI narrative, VMware has become the financial backbone supporting that valuation. See a Closer look at AVGO's software business.
TeraWulf has expanded its AI footprint in Kentucky, now operating two data center campuses, in addition to its 480 MW Justified Data Campus.
Stock Market Today: The Dow Jones index inches up Tuesday on U.S.-Iran deal hopes. A defense name soars after earnings while Micron Technology pops.
Tesla stock is going for a second consecutive weekly gain. Shares are in the green in premarket trading Tuesday.
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
Ferrari (RACE) launched its $640,000 electric vehicle (EV) Luce. Yahoo Finance Senior Autos Reporter Pras Subramanian chats with Yahoo Finance's Julie Hyman and Myles Udland about the vehicle and the public reaction.
While heavily skewed by a rebound from 2022 lows, eBay's (EBAY) net income grew an average of 96.7% over three years, yet its earnings per share surged 101.1%. This gap is the denominator effect in action, where a shrinking share count amplifies shareholder returns. Is this a sign of a flawless machine, or a company buying time.
Ferrari is going electric while others are shying away from the space, and investors don’t look happy about it—especially when the design of the car in question doesn’t reach the standards buyers expect from the luxury automaker. It’s named the Luce, after the Italian word for light. Ferrari’s U.S.-listed shares dropped 4.4% to $332.95 in early trading on Tuesday, while the and were up 0.7% and 0.3%, respectively.
Tuesday, Pony AI reported first-quarter sales of $34.3 million, up from $14 million a year ago. Wall Street was looking for $22.3 million.
PayPal helped invent online checkout. The iconic online payments company is facing its biggest challenge in nearly three decades of existence. Its core business of customers using the app to check out when shopping online is barely growing and new management has bluntly warned investors that “significant changes” will be needed to fix the company’s problems.
SpaceX’s newly released investor prospectus has offered the public its clearest look yet at the finances, ambitions and internal workings of Elon Musk’s flagship company ahead of its planned $1. 75 trillion stock market debut next month.
Investing.com -- Bank of America highlighted 3 names as its top picks in the analog semiconductor space on Friday, raising price targets on two of the three and arguing that the market continues to underappreciate the content gains tied to the shift to 800-volt data center architecture.
Elon Musk's best friend Antonio Gracias bet early on Musk. His 7.3% SpaceX stake could soon make him one of the 50 wealthiest people alive.
The Magnificent 7 are supposed to comprise the world’s hottest megacap companies. Their businesses will control the future. They are a mix of AI, search, the future of vehicles and robots, Alphabet (parent company of Google), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Meta Platforms (parent company of Facebook and Instagram), Microsoft, Nvidia (NASDAQ: NVDA), and ... Microsoft Should Be Thrown Out Of Magnificent 7
Solana recolored Ferrari's new Luce EV in its brand colors and posted 'Fixed it.' as RACE stock fell 6% after the Rome unveil.
Apple Watch has dominated fitness trackers, but its leaders are retiring, talent is fleeing and innovation has stalled, Bloomberg reports.
Amazon's (AMZN) current valuation presents an interesting dynamic. At $266 per share with a trailing P/E of roughly 31.5, the stock appears reasonably priced compared to its three-year average of roughly 38.0. This shift from historical multiples suggests potential room for upside, but not necessarily through market re-rating. Instead, the case rests on a more fundamental driver: earnings expansion powered by revenue growth and underlying operating efficiency.
ERShares Private-Public Crossover ETF blends public equities with select private company exposure in a single fund.
Apple (NASDAQ:AAPL) just reported its best March quarter ever, with revenue of $111.18 billion and double-digit growth across every geographic segment. iPhone revenue alone hit $56.99 billion on what Tim Cook called “extraordinary demand for the iPhone 17 lineup.” Services hit $30.976 billion, another all-time record. The stock is up 13.81% year-to-date and sits at ... Prediction: Apple Stock Will Trade at This Price in Two Years
Bitcoin opened at $77,267.39 today, up 0.4% from yesterday’s opening price. The price of bitcoin as of 9:16 a.m. was down to $76,971.78. Ethereum opened at $2,110.91, 0.6% higher than yesterday’s opening price. The price of ethereum was up to $2,119.84 as of 9:16 a.m. ET.
A recent episode of Moonshots with host Peter Diamandis focused on how SpaceX could become the largest IPO in financial history. SpaceX has filed paperwork for a $75 billion public offering at a valuation of $1.75 trillion. For context on scale, the panel noted the deal would be over 2.5 times larger than Saudi Aramco’s record ... SpaceX Files IPO With Tens Of Trillions At Stake
Elon Musk's SpaceX filing highlights major losses, governance risks and strong retail investor ambitions.
Tesla (NASDAQ: TSLA) and NVIDIA (NASDAQ: NVDA) just delivered post-earnings updates that frame the AI trade in opposite ways. Tesla is pitching a future of robots, robotaxis, and software fleets. NVIDIA is already selling the picks and shovels at scale. Both stocks sit near the heart of every AI portfolio, yet the businesses behind the ... Tesla vs Nvidia: Both Market Favorites, But One Is a Best Buy Now
Cathie Wood Just Made a Bold Bet on AI Hardware and Crypto Stocks
JobsOhio today announced a major expansion of the AI Ready Ohio program, with valued partner The Enterprise Technology Association (ETA) playing a key role in the initiative's growth. The program's expansion extends in-person AI training to more than 3,000 people in the Greater Cincinnati, Columbus and Toledo areas. Online training will be available to all residents statewide, ensuring every Ohioan has the opportunity to build critical AI skills for the modern workforce.
Zacks.com users have recently been watching Apple (AAPL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Hyperscale Data disclosed nearly 700 Bitcoin on its balance sheet and announced a $5 million buyback offer.
AI stocks rally amid SpaceX, OpenAI IPO buzz as investors eye surging demand for compute capacity and monetization.
The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.
Baker Hughes Company (NASDAQ:BKR) is included among the 12 Best LNG Stocks to Buy in 2026. Baker Hughes Company (NASDAQ:BKR) is an energy technology company that provides solutions for energy and industrial customers worldwide. On May 19, BofA trimmed its price target on Baker Hughes Company (NASDAQ:BKR) from $80 to $75, but maintained its ‘Buy’ […]
At Google Next 2026, Google Cloud Security used the Instruqt platform to train over 150 practitioners on Agentic AI capabilities, marking one of the largest hands-on training sessions at a major industry conference this year. The event allowed participants to create their own Google Cloud Vertex AI environments, offering a practical experience that bridges the AI-adoption gap often encountered due to technology complexity and outdated training methods. This approach represents a...
Palantir stock is still down 23% in 2026 while the software ETF IGV has rebounded as the sector grapples with worries over AI disruption.
New governance framework enables enterprises to continuously validate and monitor autonomous AI systems across the Microsoft ecosystemATLANTA, May 26, 2026 (GLOBE NEWSWIRE) -- Airia, the unified platform that gives enterprises control over every AI tool, model, and agent in their organization, today announced the availability of its Model Risk Management (MRM) solution integrated with Microsoft Foundry. The solution delivers continuous validation, automated compliance reporting, and governed imp
The settlement resolves claims tied to Microsoft's 2023 acquisition of Activision.
Boston Scientific Corporation (NYSE:BSX) is one of the best medical stocks to invest in according to billionaires. BofA cut the price target on Boston Scientific Corporation (NYSE:BSX) to $68 from $105 on May 18, reaffirming a Buy rating on the shares. The firm told investors that after having hosted 34 medtech companies last week in […]
Italian for "light," Luce is Ferrari's foray into electric vehicles. The market, however, isn't willing to let go of the identity and cultural symbol Ferrari stands for.
The share-price chart and the operating reality have been telling very different stories.
NOVI, Mich., May 26, 2026 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ: THRM) a global market leader of innovative thermal management and pneumatic comfort technologies, has been presented with a 2025 Supplier of the Year Award at General Motors’ 34th annual Supplier of the Year event in Austin, Texas. This marks the fourth time Gentherm has received this recognition. “Being named a GM Supplier of the Year is a meaningful recognition of the collaboration and shared focus that define our partnership,” sa
TROY, Mich., May 26, 2026--EV app usage has reached a turning point, as higher engagement is now matched by higher expectations, according to the JD Power 2026 U.S. OEM EV App Report,SM released today. Electric vehicle (EV) owners are relying on their apps more often, but they are also less willing to tolerate delays or inconsistent performance. App performance has become the defining factor of the experience as speed and reliability gaps become more visible with increased use. Overall, app sati
Quantum stocks surged last week on new U.S. funding program but some big industry players, such as Google, missed out on the announcement.
The CoinShares Head of Research said rising tensions with Iran and broader macro uncertainty outweighed optimism around crypto legislation.
Investing.com -- Applied Aerospace & Defense, Inc filed on Tuesday for a 32,500,000 share IPO at $18-$21 per share on the New York Stock Exchange, targeting to raise as much as $682.5 million
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy declined 2.39% (net of fees), trailing the Russell 1000 Value Index’s 2.10%. The performance was positively affected by stock selection in industrials and consumer discretionary, along […]
The global wind turbine blade recycling market is set to experience significant growth, expanding from $64.96 billion in 2024 to $158.9 billion by 2030, driven by decommissioning of first-generation turbines reaching their end-of-life. This market expansion is being fueled by corporate sustainability commitments, integrated recycling initiatives, and regulatory actions particularly in North America and Europe to limit landfill disposal of blades. The focus on circular economy principles is...
Imagine a retiree who reads that Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) is a top dividend fund, parks $300,000 in it, and waits for the checks to arrive. They get ~$4,500 a year. That is the VIG problem in one sentence. The fund’s 1.5% distribution yield sits right next to the S&P 500’s payout, which means ... VIG Calls Itself a Dividend Appreciation Fund, But Its 1.5 Percent Yield Reveals What That Really Means
(Bloomberg) -- Ferrari NV shares fell almost 8% after critics panned the look of its first fully electric vehicle, a setback for the Italian super-car maker’s controversial push into EVs.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Uraniu
There’s a question floating around the biggest IPO in history, and SpaceX has chosen its words very carefully to avoid answering it. I’ve been reading pre-IPO paperwork for nearly two decades, and what’s missing from this one tells you more than what’s in it. The company is reportedly heading to NASDAQ in June 2026 at ... The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO
There are thousands of cryptos, from Bitcoin (CRYPTO: BTC), Ethereum (CRYPTO: ETH), and Solana (CRYPTO: SOL) to XRP (CRYPTO: XRP) and Chainlink (CRYPTO: LINK). With so many options, figuring out which ones are worth holding long term can be hard for new investors. This article covers the best crypto to buy now if you’re after ... Best Cryptos to Hold for the Next 5 Years
Walmart's recent run of outperformance could be coming to an end.
The episode aired in 1948, but the idea is strangely valid today, except that it’s Elon Musk squaring off with himself. SpaceX is on the cusp of its initial public offering, which will raise a record amount of money. SpaceX plans to offer a relatively large amount of its stock to smaller retail investors, the same ones who hold Tesla shares.
It's hard to believe SpaceX is angling for a $1.75 trillion valuation.
Elon Musk's space technology company is floating one jaw-dropping figure as it prepares for an upcoming IPO.
25 May, 2026
(Bloomberg) -- For all the hand-wringing over war-related inflation fears, there are signs that other drivers are having as much a bearing on longer-term borrowing costs. Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Uranium, SanctionsIn t
One number set crypto X/Twitter on edge over the weekend. On-chain tracker Arkham posted that BlackRock had sold Bitcoin every single day last week—$1.01 billion worth in total—and ended with the line everyone latched onto: “If BlackRock is selling, who’s buying?” The easy read is that the world’s largest asset manager is losing faith in ... Bitcoin (BTC) News: Why BlackRock Sold $1 Billion in Bitcoin
Nu Holdings Ltd. (NYSE:NU) is one of the 12 Best Revenue Growth Stocks to Buy According to Wall Street Analysts. On May 21, BofA reduced its price target on Nu Holdings Ltd. (NYSE:NU) from $17 to $16 and kept its Neutral rating on the stock after the company reported its results for Q1 2026. The […]
JPM and other major U.S. banks cleared Fed and FDIC review of 2025 living wills, easing regulatory concerns and boosting confidence.
Although Twenty One Capital is positioning itself as more than a simple Bitcoin holding vehicle, it remains early-stage with no revenue, ongoing losses, and no analyst coverage.
Schrödinger’s fair value estimate has been trimmed slightly from US$21.38 to US$20.88, bringing it in line with the updated implied price target in the model. This mirrors recent Street research, where several firms have also cut price targets while stressing that the shift reflects refreshed views on valuation, revenue recognition and execution risks rather than a single catalyst. As you read on, you will see how these moving targets shape the evolving analyst narrative and what to watch...
Choice Hotels International has seen its modeled fair value trimmed slightly to US$112.53 from US$114.13, signaling a small reset in where some analysts think the stock could reasonably trade. This shift sits alongside a mix of higher and lower price targets across the Street, as bullish and bearish analysts weigh growth potential against concerns tied to sector risks and company execution. As you read on, you will see how to track these evolving calls and what they might mean for your own...
SpaceX and OpenAI IPOs could ush the AI trade deeper into bubble territory as bonds raise the cost of waiting.
Bank of America’s Vivek Arya walked onto CNBC with a number that sits well above consensus. His price target on NVIDIA (NASDAQ:NVDA) is $350, against a stock trading around $215. Arya is making a longer call, and this might lead to other analysts also revising their estimates upwards in the coming days and weeks. From ... BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle
Kevin Warsh takes the oath as Federal Reserve chair on Friday in a White House ceremony, only the second Fed swearing-in held at the executive mansion in nearly 40 years. The last was Ronald Reagan hosting Alan Greenspan in 1987, a tableau the Trump White House is happy to revive. The optics matter because Warsh ... Kevin Warsh Sworn In as Fed Chair With Lowest Senate Votes Ever Amid Independence Concerns
The bank attributed the increase to supportive market movements and SFr 3bn in net new money.
04:19
Yahoo! Finance
Crypto market adds $3.42 billion as Trump's patient Iran strategy resets risk premium and Bitcoin holds $77,000 above Hormuz Letter caveat.
As millions of Americans hit the road for Memorial Day weekend, investors are welcoming the chance to slow down. The holiday follows a chaotic week driven by quarterly earnings from artificial-intelligence giant Nvidia and a flurry of excitement around quantum computing stocks. Is the Stock Market Open or Closed on Memorial Day?
24 May, 2026
Ran Neuner sat down with Scott Melker on The Wolf Of All Streets podcast and laid out a chart pattern that should make every Bitcoin bull pause. The episode title says it plainly: “Bitcoin To $40K? Saylor’s Big Bet Is Breaking.” The thesis hinges on a single uncomfortable observation about 2022 that most investors have ... The 2022 Bitcoin Pattern Is Back — and the Second Drop Was Worse Than the First
Single digit share prices usually mean a broken business, a melting ice cube, or a speculative lottery ticket. Every once in a while though, the market hands you something genuinely strange: a household name with billions in cash flow and a serious dividend, trading for the price of a fancy coffee. With Wall Street nervous ... Got $500? 1 Dirt-Cheap Dividend Powerhouse Under $5 to Buy and Hold Forever
Tom Lee continues warning that broader markets could face a major correction later this year despite record equity levels.
Witt warned that if the United States doesn’t set the rules, the crypto industry will follow “somebody else's rulebook."
Bitcoin could revisit $60,000 if the key $75,000 to $76,000 support zone breaks down, an analyst says.
(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran
Inflation breaks pyramid framing. Bitcoin has a fixed annual issuance of 0.85%, which is lower than gold's and structurally incompatible with pyramid mechanics, in which supply expands.
Investing.com -- Bitcoin on Sunday gave up earlier gains to tick slightly lower, as a boost to U.S.-Iran peace deal hopes was offset by sustained outflows from crypto-linked exchange-traded funds and a continued pullback following a legislative breakthrough nearly two weeks ago.
23 May, 2026
A number of stocks jumped in the afternoon session after the U.S. and Iran signaled progress toward a peace agreement, lifting both commercial and defense aerospace names.
A number of stocks jumped in the afternoon session after the U.S. and Iran signaled progress toward a peace agreement, lifting both commercial and defense aerospace names.
"In our view, unsustainable fiscal dynamics are compounding with a reflation story, turning a short-term problem into a long-end selloff."
Bitcoin (CRYPTO: BTC) halving, which cuts mining rewards per block, has been one of its most consistent long-term price drivers since 2012. The Bitcoin price has historically rallied in the months after each halving, like the 577% move in Q1 2013, which raises an obvious question: how would a simple $5,000 investment have performed across ... What $5,000 Invested in Bitcoin Each Halving Cycle Is Worth Today
Unless your name is Tesla, the U.S. EV market has been a minefield for original equipment manufacturers. There were dangerous cracks even as customers set a record sales pace through the first three quarters of 2025. U.S. consumers flocked to dealerships to buy EVs last year, right up until ...
General Motors (NYSE:GM) has paused construction of its planned US$3.5 billion electric vehicle battery plant in Indiana. The company has put the project on hold indefinitely as it reassesses U.S. EV demand and its future production needs. The Indiana facility was intended to support GM's broader electrification plans and its battery supply chain in the U.S. For readers tracking NYSE:GM, this move comes as the company balances its traditional internal combustion business with a large push...
Bitcoin fell below $74,500 due to potential delays in the CLARITY Act, the Fed's more restrictive stance, and increased tensions with Iran.
13:32
Seeking Alpha
SharpLink Gaming and BitMine Immersion enter the index despite mixed earnings results as Ethereum trades down more than 4% in the past 24 hours.
GE Aerospace, part of General Electric (NYSE:GE), has been awarded a contract for its new GE426 engine to support the U.S. Air Force’s next generation Autonomous Collaborative Platform program. The contract focuses on advancing design and development work for propulsion in future autonomous combat aircraft. This award reinforces GE’s role in U.S. defense propulsion and digital development for autonomous military systems, separate from its commercial aerospace operations. For investors...
The base case fair value estimate for Advanced Micro Devices has shifted from about US$289.61 to about US$472.17 per share, a material reset in how the stock is being framed in valuation models. This move lines up with Street research splitting into bullish and bearish camps, with one side leaning into AI driven upside and the other stressing valuation risk and execution questions. As you read on, you will see what is feeding into this evolving narrative and how to track it over time. Analyst...
Earlier this week, BofA Securities issued a report suggesting Centene’s earnings per share could be several times higher by 2029, primarily driven by improved Medicaid margins and a rebound in managed care profitability after recent pressure. The report also argues that Centene’s 2026 earnings guidance reflects only a fraction of its perceived potential, implying current expectations may underappreciate the scope for Medicaid margin recovery based on historical patterns. We’ll now examine...
Earlier this month, research firm CFRA downgraded Bank of America to a Hold rating, citing valuation concerns, sensitivity of net interest income to rate moves, and exposure to commercial real estate, while recent bond issuance activity highlighted the bank’s ongoing funding in senior unsecured notes across a range of maturities. An interesting wrinkle is that this more cautious stance from CFRA comes alongside increased insider selling, suggesting a cooler mood among those closest to the...
Enovis develops orthopedic and rehabilitation devices for healthcare providers, serving a broad spectrum of musculoskeletal patient needs.
22 May, 2026
Paying money to get your own money out of an ATM or even to check your balance can be really frustrating. Bank fees may look small on paper, but they can quickly add up, especially at ATMs. The average total cost of using an out-of-network ATM hit a record $4.86 in 2025, up from $4.77 a year ...
Target gave investors a better profit outlook after its latest quarter, yet Bank of America is still taking a cautious view on the stock as the retailer works through a longer turnaround in a competitive consumer backdrop. BofA reiterated its Underperform rating on Target and kept its $110 price ...
Shares of Ford Motor Company (NYSE:F) are up 8% in midday trading on Friday, decisively outstripping Detroit peers General Motors (NYSE:GM), up 2%, and Stellantis (NYSE:STLA), up 1%. The Dow Jones Industrial Average is participating in the move, gaining 1%, but Ford stock is doing the heavy lifting in the automotive cohort. The bigger reveal ... Ford Surges 8%, Easily Outpaces General Motors and Stellantis: The Detroit Comeback Has a Clear Leader
CLEVELAND, May 22, 2026--Cleveland-Cliffs Inc. (NYSE: CLF) was named 2025 GM Supplier of the Year by General Motors at its 34th annual Supplier of the Year event. Cleveland-Cliffs was the only North American steel producer recognized this year. This is the ninth time the company has received the award.
The stock market is right at highs with several leaders near buy points. Marvell, Dell and Costco earnings are on tap, along with the Fed's inflation gauge.
Boeing (BA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Between Nvidia (NVDA), Advanced Micro Devices (AMD), and Intel (INTC), which chip stock stands out among the rest? Yahoo Finance Executive Editor Brian Sozzi is joined by Markets and Data Editor Jared Blikre, Senior Business Reporter Ines Ferré, and Portfolio Wealth Advisors president and CIO Lee Munson to share their thoughts on these leaders within the AI chip space.
General Motors Company (NYSE:GM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 11, Bloomberg reported that General Motors Company (NYSE:GM) plans to cut hundreds of salaried employees from its information technology division as part of a broader effort to reduce costs and make room for workers with […]
Shares of industrial conglomerate GE Aerospace (NYSE:GE) jumped 5% in the afternoon session after the company secured a U.S. Air Force contract for its next-generation engine and received a positive analyst rating.
21 May, 2026
Stellantis's FaSTLAne 2030’s outline and new modular platform are putting this automaker under scrutiny today, May 21, 2026.
20:32
Seeking Alpha
Tesla (NASDAQ: TSLA) is once again sucking up financial oxygen, with Reddit’s wallstreetbets crowd posting sentiment scores as high as 88 (Very Bullish) on robotaxi, Optimus, and China-deal chatter. Tesla closed at $404.11 on May 19, 2026, against a trailing P/E of 373 and a forward P/E of 208, with a PEG ratio of 5.9. ... Forget Tesla for Retirees: Here Are 3 Value-Driven Automotive Stalwarts to Buy Right Now
GE (GE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
13:07
Seeking Alpha
The European Union's executive commission cut its growth outlook and predicted higher inflation due to sharply higher energy prices from the war in Iran — but said the economy will avoid an outright recession. Oil prices rose sharply after risk of Iranian drone and speedboat attacks closed off most ship traffic through the Strait of Hormuz, the sea passage for about a fifth of the world's oil and natural gas.
Dolby Laboratories (DLB) just picked up General Motors’ 2025 Supplier of the Year and Overdrive Award, drawing fresh attention to how its Dolby Atmos audio is being built into upcoming vehicles, including Cadillac’s 2026 EV lineup. See our latest analysis for Dolby Laboratories. Even with the General Motors award and upcoming investor conference appearances, Dolby Laboratories’ recent share price performance has been weak. The 30 day share price return is down 16.44% and the 1 year total...
20 May, 2026
GE Aerospace's Defense & Propulsion unit is gaining from strong military contracts and rising defense demand, supporting continued growth momentum.
September Euro currency futures present a selling opportunity on more price weakness.
Investors are wary of major investment costs after GM's massive EV write-offs over the past year -- but this time, it involves its most important products, which carry less uncertainty.
NOVI, Mich., May 20, 2026--HARMAN, the automotive technology leader and a subsidiary of Samsung Electronics Co., Ltd., has been named a 2025 Supplier of the Year by General Motors at GM’s 34th annual Supplier of the Year event in Austin, Texas. HARMAN was recognized in the Audio Visual Information Systems (AVIS) Creativity Team category for its innovation and execution.
Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, today announced that both its business segments received a 2025 GM Supplier of the Year Award during General Motors' annual Supplier of the Year ceremony. Since this recognition began in 1992, Lear has been awarded 25 total GM Supplier of the Year and Overdrive Awards, including this year's.
Dolby Laboratories (NYSE: DLB), a leader in immersive entertainment, has earned two of the automotive industry's most prestigious supplier honors from General Motors: the 2025 Supplier of the Year and the Overdrive Award — GM's highest supplier recognition. It marks the first time Dolby has received either distinction, a milestone that reflects the company's leadership in redefining the in-car entertainment experience through innovations like Dolby Atmos.
If you are wondering whether General Electric is still fairly priced after its long run, or if the stock now leans closer to opportunity or risk, this article walks through what the current valuation signals are really saying. After a strong longer term share price record, the stock is down about 4.1% over the past week, 6.2% over the past month and 11.1% year to date, while still showing a 21.9% gain over the past year and a very large rise over five years. Recent coverage has focused on...
As part of its contract with The Department of the Air Force (DAF) Digital Transformation Office, Istari Digital has announced the Industry Øne Program. Industry Øne includes heavy hitters from across the Defense Industrial Base (DIB), and represents the first time a small business has orchestrated engineering data across industry silos to break down digital engineering barriers and accelerate digital transformation.
It is intended to bring annual domestic vehicle output to 80,000 units by 2030 – all of which are currently imported.
General Motors (GM) will begin assembling its Chevrolet Groove and Aveo models in Mexico for the loc
The solution to Henry Ford’s problems was unconventional, even radical. “New Industrial Era Is Marked by Ford’s Shares to Laborers,” the Detroit Free-Press wrote Jan. 6, 1914, after Ford Motor doubled its minimum wage to $5 a day (about $165 today), from $2.34. The “Five-Dollar Day”—part publicity stunt, part ruthless business tactic—jump-started a consumer revolution that drove the U.S. economy to 20th-century global dominance and still powers it today.
19 May, 2026
It's not really about protecting privacy.
Cincinnati, Ohio, May 19, 2026 (GLOBE NEWSWIRE) -- GE Aerospace (NYSE:GE) has been awarded a contract from the U.S. Air Force to complete the preliminary design review (PDR) for its new GE426 engine in support of the Air Force’s medium thrust class Autonomous Collaborative Platform (ACP) effort. The GE426 is a next-generation propulsion system purpose-built for the medium-thrust-class ACP mission, delivering the performance, affordability and manufacturability required for uncrewed, autonomous c
The S&P 500 has never been more concentrated in two stocks than it is today.
A number of stocks fell in the afternoon session after the broader market fell as a spike in oil prices and Treasury yields rattled investors.
Ford's EDF energy storage deal strengthens its long-term growth narrative, but EV losses and cost pressures still limit the stock's near-term appeal.
GE Aerospace is using AI in some impressive ways. Tuesday, GE Aerospace is showing off its defense business at an event north of Boston. Ahead of the meeting, GE Aerospace announced that researchers in its Niskayuna, New York, R&D center developed a preliminary design for a hypersonic ramjet engine using an in-house generative AI tool.
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.
Investors didn’t seem to like Tesla raising prices of its popular Model Y vehicles in the U.S. over the weekend. Shares of the electric vehicle maker were down 0.9% at $406.25 in premarket trading on Tuesday, while and futures were down 0.3% and 0.2%, respectively. There wasn’t much to blame the decline on, no Wall Street downgrades or material price target cuts.
Gautam Bhat, who held previous positions with General Electric businesses and other leadership roles, is tasked with advancing the use of the tech for the carrier.
18 May, 2026
Everyone is talking about Boeing (NYSE:BA) after President Trump’s China trip produced headlines about an initial order for 200 aircraft, with the possibility of expanding the deal to 750, the first major Boeing sale to China in nearly a decade. The financials tell a different story. The Boeing story sounds great in a press release. ... Forget Boeing. Every Plane Trump Just Sold to China Needs a GE Engine and GE Is Already Making Money
17 May, 2026
American investors have a home-country problem. Roughly 60% of global market capitalization sits in U.S. stocks, but most U.S. brokerage accounts hold something closer to 100%. The iShares Core MSCI EAFE ETF (NASDAQ:IEFA) is the boring, large, cheap answer to that imbalance, with $169.6 billion in net assets and a fee of 0.07%. That fee ... One Low-Cost ETF For Europe, Japan, And A Lot Of Stocks Americans Ignore
15 May, 2026
11 May, 2026
The Fidelity International High Dividend ETF (NYSEARCA:FIDI) has quietly become one of the better performers in international income, returning 29% over the past year and 9% year to date through May 7. At about $28 a share, FIDI is trading near its post-launch highs, but the rally has been powered by a force most holders ... The Euro’s Next Move Will Make or Break FIDI’s 2026 Returns
07 May, 2026
06 May, 2026
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.
05 May, 2026
19:36
Seeking Alpha
04 May, 2026
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
30 Apr, 2026
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
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.
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.
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.

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