On Sept. 16, the U.S. House of Representatives voted 417 to 3 to pass the Ratepayer Protection Act. Importantly, the bill still needs to pass the Senate and be signed into law by the President.
Given the bill's bipartisan nature and its strong passage in the House, there is a good chance the Ratepayer Protection Act will eventually become law in some form. That could affect several industries, especially certain nuclear stocks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Before we look at which stocks will benefit, it's important to understand exactly what the bill aims to do.
Data center construction is progressing rapidly as AI companies seek to expand compute capacity as quickly as possible. The current electric grid, however, wasn't designed to handle such a surge in demand.

#NVIDIA #protection #sept

Last Updated: Sept. 16, 2026 at 5:47pm ET
9월. 16일 오후 1:41 New York 시간
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Karishma Vanjani
For bond traders, today's Fed-driven trading is anything but ordinary.

#york #karishma #bond #driven

AI data centers are facing growing power constraints, and the issue is becoming increasingly urgent. New utility capacity can take years to develop and bring online, but hyperscalers cannot afford to wait that long to support their growing computing needs. That gap between supply and demand creates an opportunity for Bloom Energy (BE), which is focused on delivering power where and when hyperscalers like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOG) (GOOGL) require it. The fundamentals are now starting to provide support for the growing optimism around its opportunity.
Bloom Energy's technology stands out because it can address the AI power challenge on a much shorter timeline. The company's solid-oxide fuel cells are manufactured in factories and can be moved where required. They can also be deployed much faster than traditional power infrastructure. Instead of waiting years for grid upgrades or additional turbine capacity, data center developers can install Bloom Energy's systems and bring power online in a much shorter timeframe. As AI infrastructure expands, that speed has helped the company establish itself as an increasingly important on-site power vendor. All major U.S. hyperscalers are also providing validation of its position.
Why UBS Just Turned Bearish on NuScale Power Stock
Crude Oil Prices Retreat as Supply Fears Ease
Crude Prices Soar as Global Oil Supplies Continue to Tighten

#bloom #crude

If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
Over the twelve months through the June 2026 quarter, capital spending took 39.1% of revenue, against 18.5% across Meta's history. That money buys servers, data centers and network infrastructure. In late July 2026, Meta also announced a venture with BlackRock to develop a 1 gigawatt data center in El Paso, Texas. The plan is to keep going: management narrowed its 2026 capital-spending range by lifting the bottom of it.
Less cash is left over. TTM free-cash-flow margin is 18.0%, against 32.8% across its history, so on each dollar of sales Meta keeps a little more than half the free cash it used to.
Borrowing fills part of the gap. Debt has risen to 25.0% of total **** ets, against a historical 7.0%, and the CFO says Meta is adding more debt to lower its cost of capital. Meta still holds more cash and marketable securities than debt.
Together, those three readings are the most unusual combination Meta has shown in 14 years. Taken with the 2026 spending floor that management has raised, the combination reads as a change in the business rather than one quarter of noise.

#meta #cash

It has been a rollercoaster year for the "Magnificent Seven" stocks, the name given to tech ******* ans Nvidia, Apple, Microsoft, Amazon, Alphabet, Tesla, and Meta Platforms (NASDAQ: META). Of the group, only Meta and Tesla are in the red for the year, down 1.2% and 18.8%, respectively, through market close on Sept. 10.
Both have their fair share of issues, but Meta is a struggling stock that seems to have plenty of upside from its current level. And if history is any indication of what's possible, you may regret not investing while it's having an off year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
No single issue is dragging down Meta's stock; it's a combination of factors, with the two main ones being its AI spending and its ongoing regulatory issues.
This year, Meta is slated to spend between $130 billion and $145 billion on AI-related projects, such as building data centers and other infrastructure. In the second quarter (Q2), it spent $31 billion, which, for perspective, is more than all but 26 public companies have made in profits in their past four quarters combined.

#tesla #Stock

Broadcom Inc. (NASDAQ:AVGO) could be one of the biggest beneficiaries of Anthropic's accelerating compute requirements. The opportunity comes amid growing concerns that Google's decision to develop more of its chips internally could threaten Broadcom's custom silicon business.
However, Macquarie ****** yst Arthur Lai argued on September 3 that many of these concerns may already be priced in. The stock is down by about 24% from its all-time high, while Google's work with MediaTek and its expanding relationship with Marvell have added to concerns about Broadcom losing share in future TPU programs.
According to Lai, the recent weakness could create an attractive entry point as Broadcom positions itself to capture what could become a $40 billion opportunity from Anthropic.
In April, Anthropic announced an expanded partnership with Google and Broadcom to secure next-generation TPU capacity. Anthropic plans to use its computing infrastructure to accelerate training and inference for its Claude family of artificial intelligence models as demand for AI applications continues to grow.
The partnership could provide Broadcom with an important avenue for expanding its custom AI semiconductor business. The company has also been expanding its AI infrastructure capabilities through partnerships with major financial institutions. Together with Apollo and Blackstone, it launched an AI XPV platform designed to support more than 20 gigawatts of compute capacity.

#broadcom #Opportunity #custom #business

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Gold (GC=F) December futures opened at $4,436.40 per troy ounce on Thursday, September 3, 2026, up 0.5% compared to Wednesday's closing price. The price of gold moved higher this morning, trading at $4,470.70 as of 6:53 a.m. ET.
On Wednesday, President Trump said the U.S. carried out a "very heavy attack" against Iran but also stated that the attack wouldn't take "too long." Traders took that as a hopeful signal that this latest military reescalation in Iran will be short-lived.
While the hopeful sentiment has helped lift gold prices this morning, Brent crude is currently priced at over $97 a barrel, as both Iran and the U.S. continue to seek control over the Strait of Hormuz.
Watch for more: Why Goldman Sachs still expects a gold rally this year

#disclosure

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1608 ET – Treasury yields spike amid rising inflation expectations. U.S. and Iran exchange fire and crude rallies 5%, surpassing $90. Massive government deficit spending and large-scale AI corporate debt issuances help fuel the bonds selloff, Touchstone’s Erik Aarts says. July job openings edge up to 7.3 million from June’s downwardly revised 7.2 million. ADP is expected to report August job creation rising to 47,000 from 44,000, according to a WSJ consensus. The 10-year yield adds 0.038 percentage point to 4.795%, while the two-year rises 0.044 p.p. to 4.392%, both at their highest since January 2025 and up for five consecutive sessions. (paulo.trevisaniwsj.com; ptrevisani)
0901 ET – A global bonds selloff continues, pushing Treasury yields higher, as the war in Iran muddles the economic outlook. Investors worry about ballooning government debt and sticky inflation. Oil keeps rising, with WTI up 2.5% to $87.92. July JOLTS report, at 10 a.m. ET, kicks off a string of U.S. labor data likely to move markets this week. Odds of a Fed hike in September tick higher to 66% from 65% yesterday. The two-year Treasury yield, which is more sensitive to Fed policy, touches 4.369%, which would be its highest settle since January 2025. The 10-year goes as high as 4.797%, also the highest in 19 months. (paulo.trevisaniwsj.com; ptrevisani)

#january

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Why we like it: Our top Bank of America card pick excels across several categories. It has no annual fee and a great 0% introductory APR period, which you can use for both new purchases and balance transfers. But it's also an all-around solid cash-back card. You can earn 3% cash back on your choice category (6% for the first year) plus 2% cash back at grocery stores and wholesale clubs, up to a combined $2,500 spent each quarter. Everything else earns 1% cash back.
Choice category options cover plenty of common purchases: gas and EV charging stations, online shopping (including cable, internet, phone plans, and streaming), dining, travel, drugstores and pharmacies, or home improvement and furnishings. Having multiple rewards category options can give you more flexibility, especially as your spending habits change over time.
Read our full review of the Bank of America Customized Cash Rewards credit card.

#cash #bank #rewards #options

Chevron Corporation (NYSE:CVX), GE Vernova Inc. (NYSE:GEV), India's ONGC, Italy's Eni and Colombia's GeoPark are reportedly close to signing final agreements for energy projects in Venezuela after months of negotiations. Most of the agreements would move existing oil contracts under Venezuela's amended hydrocarbons law, which gives foreign companies more flexibility to operate and expand fields, export crude and receive cash proceeds from sales. Some agreements would also cover new electricity and energy projects.
For Chevron Corporation (NYSE:CVX), the opportunity could be particularly significant. The company is seeking to add a block in Venezuela's Orinoco Belt, which could allow it to expand an existing joint venture with state-owned PDVSA. It is also pursuing an area in Monagas North that could provide diluents needed for its extra-heavy oil production. The Wall Street Journal previously reported that Chevron was close to securing rights to two additional heavy-oil fields.
The agreements would represent another step toward reopening Venezuela's energy sector to foreign investment, but the final list of companies and terms had not yet been finalized at the time of the Reuters report.
The biggest positive is greater access to Venezuela's enormous oil resources. The amended hydrocarbons framework could give foreign companies more control over their operations and improve their ability to monetize production. For Chevron Corporation (NYSE:CVX), additional acreage in the Orinoco Belt could provide a meaningful avenue to increase long-term Venezuelan production.
Chevron also has an advantage over companies entering Venezuela for the first time because it already operates joint ventures in the country. That existing infrastructure, relationships, and operational experience could allow it to capture opportunities more efficiently as the sector reopens. The Wall Street Journal has noted that Chevron is currently the only major U.S. oil company operating in Venezuela.

#agreements #Companies #energy

Nvidia reported second-quarter revenue of $96.2 billion on Wednesday, more than doubling from a year earlier as demand for its AI chips continued to accelerate.
The company's data center division, which houses its AI accelerator business, generated $89 billion in revenue for the quarter ended July 26, up 117% from the same period a year ago and 18% from the prior quarter, the company said. **** yst expectations for data center revenue stood at $85.8 billion, according to Bloomberg.
Total revenue rose 106% year over year and 18% from the first quarter of fiscal 2027. Net income reached $59.7 billion, up 126% from a year ago. Diluted earnings per share on a non-GAAP basis came in at $2.22. Wall Street had been looking for $92.5 billion in revenue and $2.09 per share in earnings, according to Bloomberg.
Gross margin for the quarter was 75%, up from 72.4% in the year-ago period.
Looking ahead, Nvidia forecast current-quarter revenue of $108 billion, within a 2% range in either direction, with gross margin expected to come in around 74%. The company said its outlook does not include any data center compute revenue from China. On the post-earnings call, CFO Colette Kress said the company is targeting roughly 70% revenue growth in fiscal 2028.

#NVIDIA

Joby Aviation (NYSE: JOBY) is in the business of making flying taxis. It's not the kind of taxi most people would have in mind -- a white or yellow cab -- but rather a small electric aircraft that takes off vertically like a helicopter and flies forward like a plane. This is called an electric vertical takeoff and landing (eVTOL) craft, and one day, you might take one to an airport to save time.
The core value proposition of air taxis is, indeed, saving time, which could resonate strongly in areas where congested urban traffic devours a large portion of it. With increased urbanization, the total addressable market for urban air mobility (which includes eVTOLs) could be enormous. Morgan Stanley, for example, projects the global urban mobility market to reach $1 trillion by 2040 and $9 trillion by 2050. That's the base case, too, not the bullish one.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
As the frontrunner of the eVTOL market in the U.S., Joby seems like a once-in-a-decade opportunity -- if you follow Morgan Stanley's predictions. The potential could be enormous, but how likely is it that Joby will turn this air-taxi vision into a real, thriving business?
There's compelling evidence right now that Joby can make a business from its vision. Perhaps the most persuasive is the dominant lead it has taken in the race to commercialize its eVTOL aircraft in the U.S.

#business #like #urban

Insulet Corporation (PODD), headquartered in Acton, Massachusetts, operates as an innovative medical device company. Valued at $10.1 billion by market cap, the company develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes.
Shares of this insulin infusion systems maker have considerably underperformed the broader market over the past year. PODD has declined 56% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 18.3%. In 2026, PODD stock is down 48.8%, compared to the SPX's 11.8% rise on a YTD basis.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
IBM Just Hit a New Quantum Computing Milestone. How to Play IBM Stock Now.

#podd #play #systems #broader

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Updated Aug. 24, 2026 7:53 pm ET
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WestJet flight attendants ratified a new collective agreement following a strike that grounded hundreds of flights in Canada earlier this month.

#updated #following

SentinelOne (NYSE: S) will announce its earnings for the second quarter of 2026 on August 27 after the bell. The report may generate some interest, as the company has won over customers with Singularity, its AI-native cybersecurity platform.
Moreover, investors have taken notice as the stock has risen by 42% since the beginning of the year. Amid the rising interest in the stock, should investors buy before the earnings release? Let's take a closer look.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
At first glance, SentinelOne's AI-native platform may offer some advantages. Thanks to that approach, it offers on-device AI models like its on-agent autonomous AI, giving it machine learning capabilities directly on the agent. Moreover, its Purple AI generative AI ****** istant works across security operations, and its 1-click remediation and rollback can return files to a pre-attack state when necessary.
However, investors have to remember the competitive nature of the cybersecurity industry. Unfortunately, the AI-native approach has not necessarily won over customers, and established cybersecurity companies like Palo Alto Networks, Fortinet, Microsoft, and CrowdStrike have also built platforms to address many of the same challenges.

#NVIDIA #native #earnings #interest

Soybeans are showing double digit gains early on the midweek session. Futures fell from the intraday highs on Tuesday, with contracts closing fractionally to 6 cents higher, as September was down ¼ cent. Open interest was up 15,411 contracts, suggesting modest new buying. The cmdtyView national average Cash Bean price was up 1 cent at $11.76. Soymeal futures held firm into the close, with contracts up a dime to $3, as Soy Oil was back down 77 to 175 points.
USDA reported a private export sale of 136,000 MT of soybeans to China on Tuesday morning for 2026/27.
Tighter Coffee Supplies Push Prices Sharply Higher
Cocoa Prices Fall on Exceptional Growing Conditions in West Africa
Global Supply Concerns Fuel a Rally in Sugar Prices

#prices #cent

Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of the letter can be downloaded here. In the second quarter, U.S. stock market indices achieved their best performance since 2020, driven largely by a narrow group of Artificial Intelligence-related stocks. As in the pandemic's early days, investors are fixated on who will benefit from AI, reminiscent of the late 1990s internet bubble. Against this backdrop, The Madison Large Cap Fund (class I) returned 8.4% in the second quarter of 2026, compared to a 15.2% increase in the S&P 500 Index. The current market's extreme narrowness is concerning, and history suggests this won't persist. While AI is reshaping society and the economy, today's winners may not remain so, and booms could lead to busts. Additionally, factors such as a volatile federal administration, growing budget deficits, inflation, high interest rates, and strained consumer finances will significantly impact the economy and stock market in the future. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Madison Large Cap Fund highlighted Texas Instruments Incorporated (NASDAQ:TXN), a semiconductor manufacturer providing chips and solutions for electronics designers and manufacturers. Representing 6.39% of the portfolio, Texas Instruments Incorporated (NASDAQ:TXN) contributed to performance this quarter. On August 19, 2026, Texas Instruments Incorporated (NASDAQ:TXN) closed at $267.45 per share. The one-month return of Texas Instruments Incorporated (NASDAQ:TXN) was -6.30%, and its shares gained 33.05% over the past 52 weeks. Texas Instruments Incorporated (NASDAQ:TXN) has a market capitalization of $244.25 billion.
Madison Large Cap Fund stated the following regarding Texas Instruments Incorporated (NASDAQ:TXN) in its Q2 2026 investor letter:
"Texas Instruments Incorporated (NASDAQ:TXN), a global supplier of ******* og and embedded semiconductors, reported strong results and a good outlook due to the combination of strong end market conditions and accelerating demand for products used in datacenters."
Texas Instruments Incorporated (NASDAQ:TXN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 71 hedge fund portfolios held Texas Instruments Incorporated (NASDAQ:TXN) at the end of the first quarter, up from 78 in the previous quarter. While we acknowledge the potential of Texas Instruments Incorporated (NASDAQ:TXN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#letter

Arch Capital Group Ltd. (ACGL), headquartered in Pembroke, Bermuda, provides financial services. With a market cap of $33.7 billion, the company offers life, health, and property insurance and reinsurance products, as well as mortgage insurance products.
Shares of this insurance giant have underperformed the broader market over the past year. ACGL has gained 9.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.4%. In 2026, ACGL stock is up 3.4%, compared to the SPX's 13.7% rise on a YTD basis.
CoreWeave vs Nebius: Both Companies Reported Strong Earnings, But Here's the Stock You Should Buy
A $210 Billion Reason to Buy AMD Stock Here
As Oracle Deepens Its Partnership with AWS, Here's How You Should Play ORCL Stock

#arch #capital #group

SEOUL, Aug 14 (Reuters) - TerraPower and South Korea's SK Innovation signed on Friday a preliminary global agreement on small ‌modular reactors (SMRs), Seoul's Industry Ministry said, opening a path ‌for the SK Group affiliate to participate in the U.S. company's projects at home and abroad.
The agreement was signed at a meeting in Seoul between TerraPower co-founder Bill Gates, SK Group Chairman Chey Tae-won and Industry Minister Kim Jung-kwan, the ministry said.
The deal gives SK Innovation, ‌the parent of South ⁠Korea's largest oil refiner, an opportunity to take part in development of TerraPower's SMR projects in the ⁠United States and overseas, the ministry said. It did not disclose financial terms or the scope of any investment.
TerraPower, backed by Gates, is developing its sodium-cooled Natrium reactor project in Kemmerer, Wyoming. The company ‌received a construction permit from the U.S. Nuclear Regulatory Commission in March and is targeting commercial operation in 2031, the ministry said.
South Korea's Doosan Enerbility said on Friday it won a contract from TerraPower to manufacture key components for the reactor, including the ‌reactor vessel, support structures and internal structures, without disclosing the value of the deal.

#ministry #south #innovation #gates

What makes Birkenstock special?
"There's no one else with the footbed and its benefits," said Birkenstock chief executive officer Oliver Reichert on a third-quarter earnings conference call Thursday.
More from WWD
How Wolverine CEO Chris Hufnagel Plans to Keep the Good Times Rolling at Merrell and Saucony
Pandora Shares Rise as Less Discount, More Design and Gen-Z Underpin Growth

#birkenstock #chris #hufnagel #keep

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When you move into your first college dorm or apartment, you may bring along a laptop, bike, phone, clothes, textbooks, and maybe even furniture with you. But whether you need renters insurance for college depends on where you live, whether you're already covered under a parent's policy, and how much it would cost to replace your stuff.
If you're living in an on-campus dorm or fraternity or sorority house, you may already have some coverage under a parent's homeowners or renters insurance policy.
If you're renting an apartment or house off campus, you're more likely to need your own renters insurance policy. In fact, some landlords require it before you can move in.
Even when it's optional, renters insurance can be worth it. Burglaries account for about 28% of reported on-campus crimes, according to the National Center for Education Statistics. If your laptop, phone, bike, clothes, and textbooks get stolen or damaged, replacing everything out of pocket would be pricey.

#you 're #move #dorm

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U.S. stocks jumped Monday and oil prices fell sharply as President Trump signaled a return to diplomacy with Iran, offering investors relief after a turbulent past month of surging energy prices and a deepening selloff in technology shares.

#prices #listen #president #Trump

Energy drink maker Monster Beverage (NASDAQ: MNST) is about to halve its stock price on purpose. The company's 2-for-1 split, announced July 8, hands each shareholder of record as of July 24 one additional share for every share held. The new shares are distributed after the market closes on Aug. 10, and the stock begins trading at its split-adjusted price on Aug. 11.
Mechanically, nothing of substance happens. Every investor's stake is worth the same the morning after as the night before, and the business itself is untouched.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
So why pay attention at all? Because a split is usually something a board does after a big run in a stock. And in Monster's case, the run -- and the growth behind it -- is the part actually worth an investor's time.
The mechanics are simple. The split is effected as a 100% stock dividend, so the share count doubles and the price halves. Monster's market capitalization of about $95 billion doesn't move.

#signal #price

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A growing number of workers report that their primary source of retirement income will come from their 401(k) workplace savings plan, according to a new retirement study from Schwab. In 2022, workers said 37% of their retirement money would come from 401(k) cash. In 2023, that figure has risen to 40% of workers.
"Placing such a high priority on 401(k)s is not surprising since it is their primary retirement resource, with workers counting on it to deliver 40% of their retirement income," said Marci Stewart of Schwab. "That's double what workers expect from the next closest source, which is Social Security at 20% of retirement income."
Consider working with a financial advisor as you plan your withdrawals from a tax-advantaged plan or as you create a plan for such withdrawals.
That 40% is comprised of one's own 401(k) (32%) and from one's partner's 401(k) (8%). Last year, the same study had those figures at 30% from one's own 401(k) and 7% from a partner's 401(k). Even with 40% of retirement income coming from either their own or their spouse's 401(k) account, these workers will still need to rely on a wide array of other sources to cover the bulk of their living expenses in retirement.

#workers #income #plan #study

Super Micro Computer surged early Wednesday after releasing preliminary fiscal fourth-quarter figures. AI server rivals Dell Technologies and Hewlett Packard Enterprise also rallied.
After Tuesday's close, Super Micro Computer (SMCI), or Supermicro said fiscal fourth-quarter revenue will be at the low end of its guidance for $11 billion-$12.5 billion, below consensus. The ***** yst consensus for Supermicro revenue is $11.7 billion.
But the AI server maker said Q4 gross margins will be 15%-17%, roughly double the prior target of 8.2%-8.4%.
Supermicro also said it had more than $60 billion in near orders in Q4, lifting its backlog to a record.
Super Micro stock surged 23% Wednesday morning, pushing SMCI toward its 50-day and 200-day lines,.

#surged

The complex lengthy letter from CEO and founder Aaron Graft to the shareholders of Triumph Financial this quarter touted the benefits from a stronger freight market, but not too much.
Graft's letter, which tries to both explain and defend the performance and strategy at a company that operates a bank but is ultimately like no other in the logistics field, acknowledged in one of his first paragraphs that "market conditions have become more favorable for Triumph's earnings."
But he quickly added that "over 30% of the revenue growth we have experienced in transportation year-to-date has come from organic growth."
More of the focus in the letter was on a concept Triumph first introduced last quarter: the North Star Metrics.
It is a set of long-term targets, and Triumph (NYSE: TFIN) did well in meeting them in the second quarter.

#quarter #market #Growth #financial

Super Micro Computer Inc. (NASDAQ:SMCI) gave investors conflicting figures in its Q4 preliminary update on July 21. Fiscal Q4 revenue is expected near the bottom of its $11 billion to $12.5 billion guidance, below the $11.67 billion ***** yst consensus, yet shares jumped 17.5% after hours. Our take is that the market was not celebrating sales; rather, it was repricing how much profit Supermicro might extract from them.
Supermicro now expects both GAAP and non-GAAP gross margins of 15% to 17%, almost twice its previous 8.2% to 8.4% forecast. At $11 billion of revenue, the new range implies roughly $1.65 billion to $1.87 billion of gross profit, compared with $902 million to $924 million under the old forecast. Even the low end of the new range exceeds the high end of the old one by about $726 million.
The reversal follows gross margins of only 6.3% in fiscal Q2 and 9.9% in Q3. Management attributed it to favorable customer and product mix. That can explain one quarter, but not yet a durable change. Mix can reverse quickly.
Copyright: ralwel / 123RF Stock Photo
Supermicro received more than $60 billion of new orders during fiscal Q4 and ended the year with record backlog. The orders are expected to ship over future quarters, giving the company strong demand visibility despite revenue landing near the bottom of its current-quarter guidance. Supermicro's immediate challenge would be converting high demand into revenue without sacrificing its improved margins.

#revenue #supermicro #million #gaap

By Hyunjoo Jin
SEOUL, July 10 (Reuters) - When South Korean billionaire Chey Tae-won rang the Nasdaq's opening bell for SK Hynix's $26.5 billion listing on Friday, it marked the ultimate payoff of a bet many once considered risky: buying a loss-making chipmaker that has since become an AI powerhouse.
SK Group's 2012 acquisition of ‌Hynix was viewed as problematic even within the business conglomerate: Memory chips are cyclical and capital-intensive, and the company was losing money while trailing Samsung Electronics in ‌market share and technology.
But under Chey, seeking an edge over Samsung, SK Hynix has spent more than a decade betting on high-bandwidth memory (HBM) chips, at the time a niche technology. The wager paid off as HBM became a critical component in Nvidia's AI accelerators, helping SK Hynix emerge as the world's biggest producer of the chip.
"This is a truly historical moment. We've been waiting for a long, long time," he said during an interview with CNBC on Friday. "It is a kind of dream and now it is a dream come true," he said.

The early pre-market trading for JP Morgan looks like it is going to be a little bit soft, but it's worth noting that there's an area right around the $335 level that could offer a bit of support. Certainly, we had been consolidating between $325 and $340 previously. So, a little bit of a bounce in this area would not be a huge surprise.
I'm looking to take advantage of cheap shares at this point. Interest rates driving higher due to geopolitical concerns could help the lending business. We'll have to wait and see how that is perceived by Wall Street, but you can see this has been in a massive uptrend for quite some time, and there's really nothing on this longer-term chart that tells me anything different is about to happen.
Goldman Sachs is probably a little softer, but I still think the $1,000 level has a certain amount of psychology attached to it that traders will be watching, especially now that the 50-day EMA is there. So, I say let a pullback, let's see if it bounces, it could be a nice entry point. If we break it down below there, then I start to look again somewhere right around $960. I expect to see some market memory there to keep the market afloat. I have no interest in shorting.
Citigroup looks like it could drop here. I think Citi, more likely than not, is going to try to find the $136 region, a scenario that previously had been important. We have the 50-day EMA sitting in that area as well. So I think all in all, this sets up for a nice buy-the-dip opportunity as well, although out of all of the banks in this video, this is probably the least appealing. But you know the expression, a rising tide lifts all boats, that might be what we see in the banking sector.
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