23 days ago
Stocks are doing something that normally should not happen at the same time.
Major indexes keep closing at record highs even as Treasury yields climb to levels not seen in over two decades. That combination has traditionally meant trouble for expensive growth stocks, not fresh records.
Jim Cramer says there is a clear explanation for the disconnect. It comes down to just three companies carrying far more weight than their size alone would suggest.
Also read: Jim Cramer noticed something odd about the stock market
"Mad Money" host Jim Cramer said Nvidia, Microsoft and Meta are propping up the broader market even as surging Treasury yields pressure nearly everything else on Wall Street. "Here, I think there's tremendous distortion caused by some very big winners, namely Nvidia, Microsoft and Meta," he said.
#cramer #meta #market
Major indexes keep closing at record highs even as Treasury yields climb to levels not seen in over two decades. That combination has traditionally meant trouble for expensive growth stocks, not fresh records.
Jim Cramer says there is a clear explanation for the disconnect. It comes down to just three companies carrying far more weight than their size alone would suggest.
Also read: Jim Cramer noticed something odd about the stock market
"Mad Money" host Jim Cramer said Nvidia, Microsoft and Meta are propping up the broader market even as surging Treasury yields pressure nearly everything else on Wall Street. "Here, I think there's tremendous distortion caused by some very big winners, namely Nvidia, Microsoft and Meta," he said.
#cramer #meta #market
1 month ago
Microsoft's (NASDAQ:MSFT) fiscal 2026, which ended June 30, was arguably the strongest year in the software giant's history. Revenue grew 18% to $331.8 billion. Net income jumped 31% year over year, to $133.7 billion.
Micron Technology (NASDAQ:MU) is approaching that number from a different direction. The memory specialist earned $8.5 billion in its fiscal 2025.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
But for the fiscal fourth quarter of 2026, which ended in early September, management guided to earnings of $30.73 per diluted share, plus or minus $1.00, on a generally accepted accounting principles (GAAP) basis. On about 1.15 billion diluted shares, the guidance works out to about $35 billion of profit in one quarter (about four times what the whole prior fiscal year produced).
Here's my prediction: In fiscal 2027, Micron will earn more than Microsoft. That means beating the year Microsoft is now in, not the one it just reported. It's a bold call, and it relies almost entirely on the price of memory.
#Microsoft #quarter
Micron Technology (NASDAQ:MU) is approaching that number from a different direction. The memory specialist earned $8.5 billion in its fiscal 2025.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
But for the fiscal fourth quarter of 2026, which ended in early September, management guided to earnings of $30.73 per diluted share, plus or minus $1.00, on a generally accepted accounting principles (GAAP) basis. On about 1.15 billion diluted shares, the guidance works out to about $35 billion of profit in one quarter (about four times what the whole prior fiscal year produced).
Here's my prediction: In fiscal 2027, Micron will earn more than Microsoft. That means beating the year Microsoft is now in, not the one it just reported. It's a bold call, and it relies almost entirely on the price of memory.
#Microsoft #quarter
1 month ago
Sept 19, 2026, 4:00 am EDT
Many Americans are missing out on a powerful retirement savings strategy.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The controversial app that created an internet sensation in January is back with a new name, a venture funding, and a giant new market.
#americans #company #january #powerful
Many Americans are missing out on a powerful retirement savings strategy.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The controversial app that created an internet sensation in January is back with a new name, a venture funding, and a giant new market.
#americans #company #january #powerful
1 month ago
Camden, New Jersey-based American Water Works Company, Inc. (AWK) provides water and wastewater services in the United States and offers water and wastewater services on military installations, undertakes contracts with municipal customers to operate and manage water and wastewater facilities, and offers other related services. The company has a market cap of $27.6 billion and operates approximately 80 surface water treatment plants; 520 groundwater treatment plants; 170 wastewater treatment plants; and 55,000 miles of transmission, distribution, and collection.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." AWK fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the regulated water utilities industry.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#wastewater #offers #billion
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." AWK fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the regulated water utilities industry.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#wastewater #offers #billion
2 months ago
Updated Sept. 11, 2026 2:42 pm ET
Listen
(3 min)
1420 ET – Gold futures hold steady as a pullback in oil prices helps offset the impact of an inflation report that increased expectations for a Fed interest-rate rise next week. Front-month gold settles little changed on the day in New York at $4,366.20 a troy ounce, and is down 1.4% for the week. Gold and silver remain within a range of strong support, says Peter Cardillo of Spartan Capital, and if the Fed does raise interest rates next week “it’s symbolic since the bond market had already tightened.” Silver settles up 0.4% at $64.554 a troy ounce, down 2.3% from a week ago. (anthony.harrupwsj.com)
1306 GMT – Gold prices rebounded after oil prices fell more than 2.5%, easing some inflationary concerns. Futures in New York rise 0.3% to $4,422.40 a troy ounce, but remain on track for a weekly loss. U.S. consumer prices accelerated in August, bolstering market expectations that the Federal Reserve could raise interest rates next week. According to the FedWatch tool, traders are now pricing in a nearly 87% probability that the U.S. central bank will raise interest rates next week, from around 67% earlier on Friday. Still, “while the markets appear to be placing their proverbial bets on a hike, it’s likely that members of the FOMC won’t be quite as unequivocal,” says Kyle Rodda from Capital.com. “The doves on the committee, of which there are many, are likely to argue the case that the dip in annual core inflation justifies patience.” (giulia.petroniwsj.com)
#week #Gold #next #rates
Listen
(3 min)
1420 ET – Gold futures hold steady as a pullback in oil prices helps offset the impact of an inflation report that increased expectations for a Fed interest-rate rise next week. Front-month gold settles little changed on the day in New York at $4,366.20 a troy ounce, and is down 1.4% for the week. Gold and silver remain within a range of strong support, says Peter Cardillo of Spartan Capital, and if the Fed does raise interest rates next week “it’s symbolic since the bond market had already tightened.” Silver settles up 0.4% at $64.554 a troy ounce, down 2.3% from a week ago. (anthony.harrupwsj.com)
1306 GMT – Gold prices rebounded after oil prices fell more than 2.5%, easing some inflationary concerns. Futures in New York rise 0.3% to $4,422.40 a troy ounce, but remain on track for a weekly loss. U.S. consumer prices accelerated in August, bolstering market expectations that the Federal Reserve could raise interest rates next week. According to the FedWatch tool, traders are now pricing in a nearly 87% probability that the U.S. central bank will raise interest rates next week, from around 67% earlier on Friday. Still, “while the markets appear to be placing their proverbial bets on a hike, it’s likely that members of the FOMC won’t be quite as unequivocal,” says Kyle Rodda from Capital.com. “The doves on the committee, of which there are many, are likely to argue the case that the dip in annual core inflation justifies patience.” (giulia.petroniwsj.com)
#week #Gold #next #rates
2 months ago
Braze, Inc. (NASDAQ:BRZE) reported strong Q2 results on September 8, but investors appeared more focused on the company's outlook. Despite the solid performance, the company's shares had fallen sharply following the earnings report, declining nearly 20% in the September 9 session.
In its second quarter of fiscal 2027, the company generated $227.2 million in revenue, up 26.2% year-over-year. Braze, Inc. (NASDAQ:BRZE) said growth was mainly driven by new customers, along with upsells and renewals from existing customers. Subscription revenue increased 21% to reach $207.7 million.
Non-GAAP net income also improved 26% to more than $21.23 million, or $0.19 per share. Revenue and adjusted earnings were ahead of Wall Street expectations. **** ysts were expecting Braze, Inc. (NASDAQ:BRZE) to report revenue of slightly more than $220 million and adjusted earnings of $0.15 per share.
The company also showed improvement in its cash generation as it reported record second-quarter cash flow from operations of $24 million and free cash flow of $22 million.
Guidance Becomes the Main Concern
#september
In its second quarter of fiscal 2027, the company generated $227.2 million in revenue, up 26.2% year-over-year. Braze, Inc. (NASDAQ:BRZE) said growth was mainly driven by new customers, along with upsells and renewals from existing customers. Subscription revenue increased 21% to reach $207.7 million.
Non-GAAP net income also improved 26% to more than $21.23 million, or $0.19 per share. Revenue and adjusted earnings were ahead of Wall Street expectations. **** ysts were expecting Braze, Inc. (NASDAQ:BRZE) to report revenue of slightly more than $220 million and adjusted earnings of $0.15 per share.
The company also showed improvement in its cash generation as it reported record second-quarter cash flow from operations of $24 million and free cash flow of $22 million.
Guidance Becomes the Main Concern
#september
2 months ago
Rivian Automotive (RIVN) has had a ***** py 2026, and the company now faces another question mark. CFO Claire McDonough, who helped guide Rivian Automotive through its $13.7 billion initial public offering (IPO) and build its financial foundation, will step down on Oct. 30, 2026. McDonough is reportedly leaving for a new opportunity on the East Coast. Rivian expects Vice President of Finance Derek Mulvey to serve as interim CFO while the company looks for a permanent replacement, both internally and externally.
Investors reacted quickly to the news. RIVN stock fell 6% in the session after the announcement. Still, the stock has made plenty moves of more than 5% over the past year, so sharp swings are nothing new for Rivian. The selloff shows that investors are taking the CFO change seriously, but it does not necessarily mean the company's broader story has changed.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ***** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#billion
Investors reacted quickly to the news. RIVN stock fell 6% in the session after the announcement. Still, the stock has made plenty moves of more than 5% over the past year, so sharp swings are nothing new for Rivian. The selloff shows that investors are taking the CFO change seriously, but it does not necessarily mean the company's broader story has changed.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ***** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#billion
2 months ago
On August 25, Citi Trends (NASDAQ:CTRN) reported second-quarter results that pushed its comparable sales growth streak to eight consecutive quarters, and this time the momentum showed up on the bottom line. Total sales rose 10.9% to $211.6 million, comparable sales climbed 10.5%, and adjusted EBITDA swung from a $1.1 million loss a year ago to $5.5 million. That improvement helped push first-half EBITDA to $19.4 million, already ahead of everything the company generated in all of fiscal 2025. Management responded by raising its full-year outlook across nearly every metric that matters.
The eighth straight quarter of comparable sales growth stands out on its own, especially with the two-year stack running at 19.7%, but the more telling shift is what happened underneath it. Gross margin expanded 60 basis points to 40.6% on better merchandise margin and lower shrinkage, while adjusted SG&A leveraged 260 basis points as fixed costs spread across a bigger sales base. Store payroll leveraged 70 basis points, and distribution center costs fell 60 basis points year to date, evidencing that the efficiency gains are showing up across the operation rather than in one line item. That combination pushed adjusted EBITDA margin to 2.6% for the quarter, and management raised full-year sales guidance to 10% to 12% growth, comparable sales guidance to 9% to 11%, and adjusted EBITDA guidance to $38 million to $42 million.
The balance sheet backs up the story. Citi Trends ended the quarter with $55.9 million in cash, no debt, and no draw on its $75 million credit facility, even as merchandise inventory grew a controlled 7.5% against double-digit comparable sales growth. The company is also leaning on a customer base broader than the discount label suggests: shoppers with household incomes between $75,000 and $150,000 make up 25% of customers but generate more than 40% of revenue. Management is funding growth accordingly, shifting capital toward its remodel program, now expected to cover 60 to 65 stores this year, up from 50, while building newer levers like the Insiders Club loyalty platform launched July 15 and AI tools for allocation and site selection. CEO Kenneth Seipel described the program as one that "turns traffic into loyalty, loyalty into frequency, and frequency into EBITDA."
Not everything in the print was clean. CFO Heather Plutino noted that rising fuel surcharges are pushing freight costs higher and said the pressure should continue for the rest of the year, a headwind that partially offset the gross margin gains. New store openings were also trimmed, with fiscal 2026 guidance cut to around 20 locations from a prior target of 25 due to timing, even as capital shifted toward remodels instead of new boxes.
#year #ebitda #quarter #Margin
The eighth straight quarter of comparable sales growth stands out on its own, especially with the two-year stack running at 19.7%, but the more telling shift is what happened underneath it. Gross margin expanded 60 basis points to 40.6% on better merchandise margin and lower shrinkage, while adjusted SG&A leveraged 260 basis points as fixed costs spread across a bigger sales base. Store payroll leveraged 70 basis points, and distribution center costs fell 60 basis points year to date, evidencing that the efficiency gains are showing up across the operation rather than in one line item. That combination pushed adjusted EBITDA margin to 2.6% for the quarter, and management raised full-year sales guidance to 10% to 12% growth, comparable sales guidance to 9% to 11%, and adjusted EBITDA guidance to $38 million to $42 million.
The balance sheet backs up the story. Citi Trends ended the quarter with $55.9 million in cash, no debt, and no draw on its $75 million credit facility, even as merchandise inventory grew a controlled 7.5% against double-digit comparable sales growth. The company is also leaning on a customer base broader than the discount label suggests: shoppers with household incomes between $75,000 and $150,000 make up 25% of customers but generate more than 40% of revenue. Management is funding growth accordingly, shifting capital toward its remodel program, now expected to cover 60 to 65 stores this year, up from 50, while building newer levers like the Insiders Club loyalty platform launched July 15 and AI tools for allocation and site selection. CEO Kenneth Seipel described the program as one that "turns traffic into loyalty, loyalty into frequency, and frequency into EBITDA."
Not everything in the print was clean. CFO Heather Plutino noted that rising fuel surcharges are pushing freight costs higher and said the pressure should continue for the rest of the year, a headwind that partially offset the gross margin gains. New store openings were also trimmed, with fiscal 2026 guidance cut to around 20 locations from a prior target of 25 due to timing, even as capital shifted toward remodels instead of new boxes.
#year #ebitda #quarter #Margin
2 months ago
Tyson Foods, Inc. (NYSE:TSN) updated its fiscal 2026 outlook alongside its Q3 2026 financial report, raising its full-year revenue growth view to 2.5%–3.5% from its previous range of 2%–4%. The revised sales guidance reflects price increases across protein categories and operational execution, even as structural livestock constraints weigh on total volumes.
For Q3 2026, Tyson reported sales of $13.87 billion, flat year-over-year (or up 0.6% excluding a $98 million legal contingency accrual). GAAP operating income reached $362 million (up 39%), while adjusted operating income grew 8% to $547 million. GAAP EPS surged to $0.52 (up from $0.17), and adjusted EPS rose 9% to $0.99. Through nine months, sales reached $41.83 billion (up 3.1%), with GAAP operating income rising 17% to $1.10 billion and cash provided by operating activities reaching $1.47 billion. Segment performance diverged sharply: Chicken and Prepared Foods drove operating growth, offsetting an adjusted operating loss in the Beef segment.
This contrast brings up a critical question: Is Tyson Foods, Inc. (NYSE:TSN)'s diversified multi-protein model and core strength in chicken and branded prepared foods enough to protect corporate profits from deep, multi-year structural losses in its beef segment?
Bulls emphasize that Tyson Foods, Inc. (NYSE:TSN)'s non-beef operational tailwinds are proving resilient against wider agricultural cycles. Sustained volume growth in Chicken, combined with genetics-driven live performance and yield improvements, supported strong results, keeping management's full-year Chicken adjusted operating income guidance on track at $1.9 billion to $2.05 billion. In Prepared Foods, momentum across retail brands like Jimmy Dean and Hillshire Farm continues to drive market share gains. These factors are anchored by a solid financial base, including $913 million in nine-month free cash flow, debt reduction of $824 million, and $4.0 billion in total available liquidity.
Bears point out that persistent cattle herd shortages and high input costs are inflicting severe structural damage on Tyson's Beef segment, with management projecting a full-year segment operating loss of $(650) million to $(500) million. To shrink its struggling footprint, Tyson announced on August 13 that it is closing its Joslin, Illinois beef plant (which employs over 2,000 workers), selling its Pasco, Washington facility, and shutting a Utah packaging operation. ******* ysts have responded cautiously: on August 4, BofA lowered its price target on Tyson Foods to $65 from $68, maintaining a Neutral rating while trimming FY26–28 adjusted operating income estimates.
#beef #segment #income #adjusted
For Q3 2026, Tyson reported sales of $13.87 billion, flat year-over-year (or up 0.6% excluding a $98 million legal contingency accrual). GAAP operating income reached $362 million (up 39%), while adjusted operating income grew 8% to $547 million. GAAP EPS surged to $0.52 (up from $0.17), and adjusted EPS rose 9% to $0.99. Through nine months, sales reached $41.83 billion (up 3.1%), with GAAP operating income rising 17% to $1.10 billion and cash provided by operating activities reaching $1.47 billion. Segment performance diverged sharply: Chicken and Prepared Foods drove operating growth, offsetting an adjusted operating loss in the Beef segment.
This contrast brings up a critical question: Is Tyson Foods, Inc. (NYSE:TSN)'s diversified multi-protein model and core strength in chicken and branded prepared foods enough to protect corporate profits from deep, multi-year structural losses in its beef segment?
Bulls emphasize that Tyson Foods, Inc. (NYSE:TSN)'s non-beef operational tailwinds are proving resilient against wider agricultural cycles. Sustained volume growth in Chicken, combined with genetics-driven live performance and yield improvements, supported strong results, keeping management's full-year Chicken adjusted operating income guidance on track at $1.9 billion to $2.05 billion. In Prepared Foods, momentum across retail brands like Jimmy Dean and Hillshire Farm continues to drive market share gains. These factors are anchored by a solid financial base, including $913 million in nine-month free cash flow, debt reduction of $824 million, and $4.0 billion in total available liquidity.
Bears point out that persistent cattle herd shortages and high input costs are inflicting severe structural damage on Tyson's Beef segment, with management projecting a full-year segment operating loss of $(650) million to $(500) million. To shrink its struggling footprint, Tyson announced on August 13 that it is closing its Joslin, Illinois beef plant (which employs over 2,000 workers), selling its Pasco, Washington facility, and shutting a Utah packaging operation. ******* ysts have responded cautiously: on August 4, BofA lowered its price target on Tyson Foods to $65 from $68, maintaining a Neutral rating while trimming FY26–28 adjusted operating income estimates.
#beef #segment #income #adjusted
2 months ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
The wars in Iran and Ukraine are turning into a money-making opportunity for Indian and U.S. oil refiners as traditional global supply chains get jammed up. These refiners are running near capacity and subbing for Russian and Gulf oil in Asia, Europe and Latin America. In exchange, they're minting billions of dollars in export income.
Washington and New Delhi might have their own squabbles over oil, but that's not stopping either from sitting on an export windfall worth billions of dollars, mostly from selling heating oil and diesel.
U.S. refiners exported diesel and heating oil at a record 1.9 million barrels per day in the week ending August 7. Also, jet fuel exports of 443,000 bpd were just below May's record of 455,000 bpd.
Brazil, historically a top buyer of Russian diesel, imported 196,000 bpd of U.S. diesel last month, more than double June's volume, after Moscow extended its fuel-export ban to January 2027, according to Kpler vessel-tracking data.
#refiners #dollars #record #fuel
The wars in Iran and Ukraine are turning into a money-making opportunity for Indian and U.S. oil refiners as traditional global supply chains get jammed up. These refiners are running near capacity and subbing for Russian and Gulf oil in Asia, Europe and Latin America. In exchange, they're minting billions of dollars in export income.
Washington and New Delhi might have their own squabbles over oil, but that's not stopping either from sitting on an export windfall worth billions of dollars, mostly from selling heating oil and diesel.
U.S. refiners exported diesel and heating oil at a record 1.9 million barrels per day in the week ending August 7. Also, jet fuel exports of 443,000 bpd were just below May's record of 455,000 bpd.
Brazil, historically a top buyer of Russian diesel, imported 196,000 bpd of U.S. diesel last month, more than double June's volume, after Moscow extended its fuel-export ban to January 2027, according to Kpler vessel-tracking data.
#refiners #dollars #record #fuel
3 months ago
By Marcela Ayres
BRASILIA, Aug 10 (Reuters) - Brazil's central bank said on Monday it is ******* sing links between its popular instant payment system Pix and similar platforms abroad, in a more concrete push toward cross-border integration as the system comes under scrutiny from the U.S.
In a report on Pix, which was recently cited by the U.S. government among practices it views as unfair and used to justify new tariffs on Brazilian goods, the central bank said connecting instant payment systems could lower costs, accelerate transactions, broaden access and improve transparency in cross-border payments.
The language was firmer than in the regulator's previous Pix management report, published in 2023, which said only that the platform "may in the future" be integrated with international instant-payment systems.
The latest report says authorities are discussing bilateral connections and participation in multilateral payment hubs.
#cross
BRASILIA, Aug 10 (Reuters) - Brazil's central bank said on Monday it is ******* sing links between its popular instant payment system Pix and similar platforms abroad, in a more concrete push toward cross-border integration as the system comes under scrutiny from the U.S.
In a report on Pix, which was recently cited by the U.S. government among practices it views as unfair and used to justify new tariffs on Brazilian goods, the central bank said connecting instant payment systems could lower costs, accelerate transactions, broaden access and improve transparency in cross-border payments.
The language was firmer than in the regulator's previous Pix management report, published in 2023, which said only that the platform "may in the future" be integrated with international instant-payment systems.
The latest report says authorities are discussing bilateral connections and participation in multilateral payment hubs.
#cross
3 months ago
With a market cap of $24.7 billion, NRG Energy, Inc. (NRG) provides retail electricity, energy management, smart home solutions, and carbon management services across the United States and Canada. Through multiple segments, it serves residential, commercial, and industrial customers while operating a diversified portfolio of fossil fuel and renewable energy generation ***** ets and engaging in energy trading and related financial products.
Shares of the Houston, Texas-based company have lagged behind the broader market over the past 52 weeks. NRG stock has decreased 32.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 22.2%. Moreover, shares of the company are down 26.5% on a YTD basis, compared to SPX's 13% gain.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap
#billion #broader #united
Shares of the Houston, Texas-based company have lagged behind the broader market over the past 52 weeks. NRG stock has decreased 32.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 22.2%. Moreover, shares of the company are down 26.5% on a YTD basis, compared to SPX's 13% gain.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap
#billion #broader #united
3 months ago
CoreWeave fell 33% from its May filing price to $92 despite posting record bookings and 112% year-over-year revenue growth in Q1.
CRWV's $99 billion backlog, anchored by Meta's $21 billion commitment, is already contracted and represents nearly 20 times last year's revenue.
Analysts target $138 implying 50% upside, but bears point to massive debt and a $740 million Q1 net loss as real risks.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and CoreWeave, Inc. Class A Common Stock didn't make the cut. Grab the names FREE today.
At roughly $91.90, CoreWeave (NASDAQ:CRWV) looks compelling. The stock has round-tripped from a filing-day price of $136.80 in May to the low $90s, even as the company logged its strongest bookings quarter ever.
#price #NVIDIA
CRWV's $99 billion backlog, anchored by Meta's $21 billion commitment, is already contracted and represents nearly 20 times last year's revenue.
Analysts target $138 implying 50% upside, but bears point to massive debt and a $740 million Q1 net loss as real risks.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and CoreWeave, Inc. Class A Common Stock didn't make the cut. Grab the names FREE today.
At roughly $91.90, CoreWeave (NASDAQ:CRWV) looks compelling. The stock has round-tripped from a filing-day price of $136.80 in May to the low $90s, even as the company logged its strongest bookings quarter ever.
#price #NVIDIA
3 months ago
2026 has marked a significant turning point in biotech capital markets, not just a small comeback. Venture funding for biotech startups reached $9.1 billion in the first half of the year, the highest first-half total since 2022, while 13 biotech IPOs raised a combined $4.5 billion, with a median haul of nearly $302 million per offering, unusually high by recent standards, with the majority of this year's debutants still trading above their offering price. Dealmaking has also maintained its pace, with 38 acquisitions closing in the same time period, placing the industry at its fastest M&A pace in at least seven years.
Underneath that broad comeback is a more unique validation story for RNA interference in particular. The market for RNAi treatments is expected to rise from $2.9 billion in 2025 to $3.6 billion in 2026. This growth comes after RNAi spent nearly two decades as a research curiosity before receiving its first licensed medicine in 2018. Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) has recently emerged as the clearest example of this transition, and the market's reaction raises the question of whether the story has been properly priced.
During Q1 2026, Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) exceeded $1 billion in quarterly product revenue for the first time in its history, with $1.036 billion in net product revenue, up 121% year-over-year and 4% sequentially over Q4 2025, on total revenue of $1.17 billion, up 96% year-over-year. AMVUTTRA alone delivered $890 million, bringing total TTR franchise revenue (AMVUTTRA plus ONPATTRO) to $910 million, up 153% from the previous year.
That growth completely flipped the company's bottom line: GAAP net income was $206 million, compared to a $15.9 million loss in the same quarter the previous year, and GAAP income from operations came in at $268.6 million, up from a prior-year loss. A company that continued to burn cash a year ago is now solidly profitable on a GAAP basis.
The growth is also not driven by a single medicine, which is important for long-term viability. The rare disease franchise, GIVLAARI and OXLUMO, added $126 million, increasing 15% year-over-year, while AMVUTTRA's worldwide rollout has reached seven markets, with payment negotiations still ongoing in the Spanish and French markets. This means that a significant portion of the revenue base is yet to be released.
#revenue #first #gaap #markets
Underneath that broad comeback is a more unique validation story for RNA interference in particular. The market for RNAi treatments is expected to rise from $2.9 billion in 2025 to $3.6 billion in 2026. This growth comes after RNAi spent nearly two decades as a research curiosity before receiving its first licensed medicine in 2018. Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) has recently emerged as the clearest example of this transition, and the market's reaction raises the question of whether the story has been properly priced.
During Q1 2026, Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) exceeded $1 billion in quarterly product revenue for the first time in its history, with $1.036 billion in net product revenue, up 121% year-over-year and 4% sequentially over Q4 2025, on total revenue of $1.17 billion, up 96% year-over-year. AMVUTTRA alone delivered $890 million, bringing total TTR franchise revenue (AMVUTTRA plus ONPATTRO) to $910 million, up 153% from the previous year.
That growth completely flipped the company's bottom line: GAAP net income was $206 million, compared to a $15.9 million loss in the same quarter the previous year, and GAAP income from operations came in at $268.6 million, up from a prior-year loss. A company that continued to burn cash a year ago is now solidly profitable on a GAAP basis.
The growth is also not driven by a single medicine, which is important for long-term viability. The rare disease franchise, GIVLAARI and OXLUMO, added $126 million, increasing 15% year-over-year, while AMVUTTRA's worldwide rollout has reached seven markets, with payment negotiations still ongoing in the Spanish and French markets. This means that a significant portion of the revenue base is yet to be released.
#revenue #first #gaap #markets
3 months ago
Image source: The Motley Fool.
Wednesday, July 22, 2026 at 2:00 a.m. ET
Head of Investor Relations - Brd Glad Pedersen
CFO - Torgrim Reitan
Operator: I would like to turn the call over to Bård Glad Pedersen, Head of Investor Relations. Bård, you may begin.
#fool #wednesday
Wednesday, July 22, 2026 at 2:00 a.m. ET
Head of Investor Relations - Brd Glad Pedersen
CFO - Torgrim Reitan
Operator: I would like to turn the call over to Bård Glad Pedersen, Head of Investor Relations. Bård, you may begin.
#fool #wednesday
3 months ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
A collapsing stock price can make it look like a company is falling apart. Amazon (NASDAQ:AMZN) founder Jeff Bezos says that's exactly when founders need to pay the least attention to the market—and the most attention to the business they're building.
Speaking at Italian Tech Week 2025, Bezos reflected on the dot-com crash, when Amazon's stock plunged from $113 per share to $6 per share in just a few months.
"Shareholders were upset, employees were nervous…this was the environment of great nervousness," Bezos said.
Don't Miss:
#NASDAQ
A collapsing stock price can make it look like a company is falling apart. Amazon (NASDAQ:AMZN) founder Jeff Bezos says that's exactly when founders need to pay the least attention to the market—and the most attention to the business they're building.
Speaking at Italian Tech Week 2025, Bezos reflected on the dot-com crash, when Amazon's stock plunged from $113 per share to $6 per share in just a few months.
"Shareholders were upset, employees were nervous…this was the environment of great nervousness," Bezos said.
Don't Miss:
#NASDAQ
3 months ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Mortgage rates are lower than this time last year, but they're still nowhere near the 3% range we saw in 2020 and 2021. However, there is a way to lower your mortgage costs: a buydown interest rate.
With this method, you pay more at closing to lower your mortgage interest rate. While it costs more money up front, it can lead to greater savings over the life of the loan. But it's a more beneficial tactic if you plan to stay in the home for a while — the longer you keep the mortgage, the more you'll save by buying down the rate.
While there are perks to having a lower mortgage rate, there are also factors to consider before buying down your interest rate.
When you buy down your mortgage rate, you pay extra money at closing to purchase points that essentially lower your interest rate.
#down #closing
Mortgage rates are lower than this time last year, but they're still nowhere near the 3% range we saw in 2020 and 2021. However, there is a way to lower your mortgage costs: a buydown interest rate.
With this method, you pay more at closing to lower your mortgage interest rate. While it costs more money up front, it can lead to greater savings over the life of the loan. But it's a more beneficial tactic if you plan to stay in the home for a while — the longer you keep the mortgage, the more you'll save by buying down the rate.
While there are perks to having a lower mortgage rate, there are also factors to consider before buying down your interest rate.
When you buy down your mortgage rate, you pay extra money at closing to purchase points that essentially lower your interest rate.
#down #closing
3 months ago
Investors dumping chip stocks hand over fist this summer may be forgetting something important: the strong fundamentals of the underlying companies.
Quick insight: JPMorgan is one of the first sell-side firms to come out bullish in the wake of the chip stock rout.
Others could soon follow, given the depth of the sell-off.
"We think that semis will find a floor soon on continued strong earnings delivery," JPMorgan strategist Mislav Matejka said in a note on Monday.
"Our view is that fundamentals will likely remain constructive, as meaningful supply additions are not due before 2028, so it would be too early at present to price in an inflection … if hyperscalers capex guidance remains strong, then we think that investors should step back into the ****** e over summer," Matejka said.
#investors #chip #fundamentals #think
Quick insight: JPMorgan is one of the first sell-side firms to come out bullish in the wake of the chip stock rout.
Others could soon follow, given the depth of the sell-off.
"We think that semis will find a floor soon on continued strong earnings delivery," JPMorgan strategist Mislav Matejka said in a note on Monday.
"Our view is that fundamentals will likely remain constructive, as meaningful supply additions are not due before 2028, so it would be too early at present to price in an inflection … if hyperscalers capex guidance remains strong, then we think that investors should step back into the ****** e over summer," Matejka said.
#investors #chip #fundamentals #think
4 months ago
Santa Clara, California-based Advanced Micro Devices, Inc. (AMD) is a semiconductor company that offers artificial intelligence accelerators, microprocessors, graphics processing units (GPUs), chipsets, and data center and professional GPUs, and more. Valued at a market capitalization of $893.8 billion, the company operates through Data Center, Client and Gaming, and Embedded segments.
AMD is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, after the market closes. Ahead of the event, ******* ysts expect the company's EPS to be $1.34 on a diluted basis, up 396.3% from $0.27 in the year-ago quarter. The company has met or exceeded Wall Street's EPS estimates in three of its last four quarters, while missing on one occasion.
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ******* e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
AMD is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, after the market closes. Ahead of the event, ******* ysts expect the company's EPS to be $1.34 on a diluted basis, up 396.3% from $0.27 in the year-ago quarter. The company has met or exceeded Wall Street's EPS estimates in three of its last four quarters, while missing on one occasion.
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ******* e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
4 months ago
General Fusion began trading on the Nasdaq today under the ticker GFUZ, becoming the first publicly listed fusion power company, beating competitor and Trump-backed TAE Technologies by several months.
And investors seemed to want in. The stock rallied as trading began Monday and is now up 40% from $12.85 as of 12:50 p.m. ET.
General Fusion announced in January that it would merge with Spring Valley Acquisition Corp. III, and the transaction was completed last week.
Without redemptions, the fusion power company could have added as much as $230 million to its balance sheet. But most de-SPAC deals see a wave of redemptions before the merger completes. This one is no exception, and while the company hasn't disclosed the exact amount yet, a report in the Globe and Mail estimates that General Fusion might receive less than $30 million after redemptions and fees.
Alongside the de-SPAC, General Fusion also raised $108 million from private investors. Altogether, the company says it holds about $150 million in cash.
And investors seemed to want in. The stock rallied as trading began Monday and is now up 40% from $12.85 as of 12:50 p.m. ET.
General Fusion announced in January that it would merge with Spring Valley Acquisition Corp. III, and the transaction was completed last week.
Without redemptions, the fusion power company could have added as much as $230 million to its balance sheet. But most de-SPAC deals see a wave of redemptions before the merger completes. This one is no exception, and while the company hasn't disclosed the exact amount yet, a report in the Globe and Mail estimates that General Fusion might receive less than $30 million after redemptions and fees.
Alongside the de-SPAC, General Fusion also raised $108 million from private investors. Altogether, the company says it holds about $150 million in cash.
4 months ago
July 7 (Reuters) - The world's largest technology companies are tapping debt markets and raising equity to bolster AI infrastructure, marking a shift for Silicon Valley firms that typically relied on cash to fund their investments.
Alphabet, Amazon, Microsoft and Meta signaled in April that spending on AI would not slow down. Tech giants' combined spending is now set to exceed $700 billion this year, up from about $600 billion previously.
The AI boom has entered a "more dangerous phase," marked by exponentially rising investments in physical infrastructure and growing reliance on outside capital, according to an **** ysis by Bridgewater **** ociates in February.
AMAZON
Amazon.com is looking to raise at least $25 billion from the U.S. bond market, Bloomberg News reported, citing people familiar with the matter.
Alphabet, Amazon, Microsoft and Meta signaled in April that spending on AI would not slow down. Tech giants' combined spending is now set to exceed $700 billion this year, up from about $600 billion previously.
The AI boom has entered a "more dangerous phase," marked by exponentially rising investments in physical infrastructure and growing reliance on outside capital, according to an **** ysis by Bridgewater **** ociates in February.
AMAZON
Amazon.com is looking to raise at least $25 billion from the U.S. bond market, Bloomberg News reported, citing people familiar with the matter.
4 months ago
The Allstate Corporation (ALL), headquartered in Northbrook, Illinois, provides property and casualty, and other insurance products. Valued at $64.4 billion by market cap, the company sells private passenger automobile and homeowners insurance through independent and specialized brokers, as well as life insurance, annuity, and group pension products through agents. The leading U.S. personal-line insurer is expected to announce its fiscal second-quarter earnings for 2026 in the near term.
Ahead of the event, ***** ysts expect ALL to report a profit of $4.90 per share on a diluted basis, down 17.5% from $5.94 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Broadcom's Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff
Mark Cuban Asks What If You Didn't Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay?
Ahead of the event, ***** ysts expect ALL to report a profit of $4.90 per share on a diluted basis, down 17.5% from $5.94 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Broadcom's Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff
Mark Cuban Asks What If You Didn't Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay?
4 months ago
One of the most important stocks in the market (given its size), Meta Platforms (META), continues to be a stock I, and plenty of others, remain very bullish on long-term.
Much of that has to do with the company's rock-solid underlying business. A leading social media and online advertising giant, Meta's ecosystem, consisting of Facebook, Instagram, WhatsApp, and plenty of other key applications the vast majority of us use every day, makes this a company that passes the "toothbrush test" (we need to use it twice a day).
Sentiment Could Be Turning Sour on Nvidia. Here's Where 1 ****** yst Thinks NVDA Stock Is Headed Next.
Google Just Launched 2 New AI Models. What That Means for GOOGL Stock.
Dear Netflix Stock Fans, Mark Your Calendars for July 16
Much of that has to do with the company's rock-solid underlying business. A leading social media and online advertising giant, Meta's ecosystem, consisting of Facebook, Instagram, WhatsApp, and plenty of other key applications the vast majority of us use every day, makes this a company that passes the "toothbrush test" (we need to use it twice a day).
Sentiment Could Be Turning Sour on Nvidia. Here's Where 1 ****** yst Thinks NVDA Stock Is Headed Next.
Google Just Launched 2 New AI Models. What That Means for GOOGL Stock.
Dear Netflix Stock Fans, Mark Your Calendars for July 16
