Investors hunting for bargains in cloud computing suddenly have two big ones to consider. Enterprise software company Oracle (ORCL 0.05%) tumbled this week after its fiscal fourth-quarter report (the period ended May 31, 2026) paired record results with a steep bill for its artificial intelligence (AI) data center expansion. Salesforce (CRM 0.34%), meanwhile, just touched a 52-week low, with shares down about 37% year to date as of this writing amid worries that AI could disrupt traditional subscription software.
The two sell-offs have very different causes. One company is being punished for spending too much on AI. The other is being punished by the fear that AI undermines its core product.
So, which beaten-down stock is the better buy?
Let's size up each company and then pick a winner.
Image source: Getty Images.
Oracle's growth right now is impressive. Fiscal fourth-quarter revenue rose 21% year over year to $19.2 billion, with total cloud revenue jumping 47% and cloud infrastructure revenue surging 93%. Even more striking, the company's remaining performance obligations (contracted revenue it hasn't yet delivered) ended the quarter at $638 billion, up from $553 billion just three months earlier. For fiscal 2027, management confirmed its forecast of about $90 billion in total revenue, implying growth of about 34%.
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But delivering that backlog is brutally expensive.
Oracle generated $32 billion in operating cash flow in fiscal 2026, yet its free cash flow was negative $23.7 billion as it spent heavily on data centers. Oracle raised $43 billion in debt and $5 billion in equity during the year, and it expects to raise about $40 billion more in fiscal 2027. On the company's fiscal fourth-quarter earnings call, management indicated net capital spending could reach about $70 billion this fiscal year.
Even after this week's drop, the stock's valuation isn't exactly cheap. Shares trade at a price-to-earnings ratio of about 32 and a forward price-to-earnings ratio of about 23 as of this writing. Investors, in other words, are still paying a premium for growth that requires enormous amounts of borrowed money to deliver.
Salesforce The software-as-a-service company's story is quite different.
Growth is the concern -- fiscal first-quarter revenue (the period ended April 30, 2026) rose 13% year over year to $11.1 billion, helped along by the company's Informatica acquisition. But the business generates substantial cash. First-quarter free cash flow was $6.6 billion, and the company returned $27.5 billion to shareholders during the period, including a $25 billion accelerated share repurchase funded largely with new debt.
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Interestingly, the AI fears hammering the stock haven't shown up in Salesforce's AI results. Agentforce, the company's AI agent product, reached $1.2 billion in annual recurring revenue in the fiscal first quarter, up 205% year over year.
"We remain confident in delivering organic revenue acceleration in the second half of FY27, driven by growth in Sales, Service, Slack, Agentforce, and Data 360," said Salesforce president and chief financial and operating officer Robin Washington in the company's fiscal first-quarter earnings release.
With the stock near its 52-week low, Salesforce trades at a price-to-earnings ratio of about 19 as of this writing -- a good-looking valuation considering the company's strong business economics and its solid growth. And this valuation is well below what investors are paying for Oracle.
The better buy For me, this one comes down to risk versus price.
Oracle offers the faster growth by far, and its $638 billion backlog is a remarkable asset. But converting it into profit demands years of heavy spending, financed with more debt and equity, before shareholders see the payoff. And most of the recent additions to that backlog have come from large AI contracts, concentrating the risk.
Meanwhile, Salesforce makes money today and returns it to shareholders, all while growing its AI products at a triple-digit rate. Yet the market is pricing the stock as if its best days are behind it.
Neither choice is risk-free. If AI demand keeps compounding for years, Oracle could deliver far greater upside than its steadier rival. And if AI agents really do erode demand for subscription software over time, Salesforce's discount could prove deserved.
But at today's prices, I think Salesforce is the better buy. Paying about 19 times earnings for a highly profitable business with accelerating AI revenue strikes me as more attractive than paying a premium for a company that must borrow billions to fund its future. Sometimes the better opportunity is the one the market seems to hate the most.
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Dollar General is adding more $1 items to its stores. Alex Bitter/BI Dollar General is going back to its roots.
The discount retailer is leaning into its selection of $1 items, from potato chips to trash bags, to draw in customers as fuel prices have risen this year. It harkens back to the chain's early years, when everything on its shelves was $1.
Customers are responding to the move. Those on limited budgets are buying more $1 items, CEO Todd Vasos said on the company's latest earnings call earlier this month.
"I can't emphasize this enough, that $1 price point has turned out to be a real savior for our core customer," the CEO said.
The strategy helped push Dollar General's net sales 3% higher to $10.8 billion in its most recent quarter that ended May 1.
The price point is also attracting more affluent customers who have been shopping at Dollar General more often over the last few years, Vasos said.
Rival Dollar Tree, meanwhile, has gone in a different direction. In 2021, it raised its base price point to $1.25 and has since started charging more for some items.
Dollar General said it carries about 2,000 items that cost $1 or less. More are coming to stores, Vasos said on the earnings call, including an entire freezer door with food options priced at $1 each.
I wanted to see Dollar General's $1 selection for myself. I was curious about whether I could buy most of what I needed for my weekly grocery haul, aside from fresh items like meat and produce, since most Dollar General stores don't carry them.
Dollar General has been expanding its grocery selection. The chain grew its share of grocery visits between 2019 and 2025, according to foot-traffic data from Placer.ai.
It also operates some DG Market stores, which sell produce and other fresh foods, though they represent a small fraction of the chain's roughly 21,000 locations.
I visited a Dollar General store in the Washington, DC, metro area to find out. Here's what I saw.
Do you have a story to share about Dollar General? Contact this reporter at [email protected] or via encrypted messaging app Signal at 808-854-4501. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.
I visited this Dollar General store in Hyattsville, Maryland.
This Dollar General is about a 40-minute drive from the center of Washington, DC. Alex Bitter/BI Located in a strip mall, this Dollar General is next to an independent grocery store and two fast-food restaurants — a McDonald's and a Popeyes.
The front of the Dollar General was filled with products that cost more than $1 each.
Items at multiple price points dominated the front of the store. Alex Bitter/BI I saw two-liter bottles of soda that cost between $2 to $3, bags of chips, and other grocery items as I walked in the front door.
I started finding $1 items toward the back of the store.
Banquet frozen pot pies were $1 each at this Dollar General. Alex Bitter/BI This store didn't have a full freezer section of $1 items, but I found a few at that price, such as these chicken pot pies.
Some $1 items were stocked next to name-brand equivalents.
Dollar General's store-brand spices were $1 each. Alex Bitter/BI Lots of dry groceries, such as these jars of spices, were $1 each. Often, they were from Dollar General's own Clover Valley store brand and stocked next to more expensive name-brand versions, such as the $2.50 jar of Lawry's chili powder.
Others were part of an entire aisle dedicated to $1 items.
Dollar General centralizes many of its $1 items in a single aisle. Alex Bitter/BI Dubbed "Value Valley" by Dollar General, this aisle included everything from rubber cleaning gloves to potato chips.
There was a lot of signage advertising the $1 price point.
Dollar General advertises its $1 items throughout the store. Alex Bitter/BI I saw lots of useful items here, especially cleaning supplies. There were air fresheners, scrubbing brushes, rubber gloves, sponges, and lots of other cleaning tools — each costing $1.
The selection varied from Epsom salts…
These bags of Yardley Epsom salts were $1 each. Alex Bitter/BI Some $1 items weren't store-branded, such as these Yardley Epsom salts.
… to bags of flavored popcorn.
These bags of Takis-flavored popcorn were $1 each. Alex Bitter/BI Snacks were one of the product areas with a variety of $1 options.
In general, though, there wasn't as wide a selection of food as I expected. Maybe Dollar General's expanded frozen food selection hasn't arrived at this store yet.
Dollar General did not respond to a request for comment.
In other aisles, I saw full-priced versions of many $1 items.
Many name-brand items cost well over $1 each at Dollar General. Alex Bitter/BI These Glad trash bags were almost $6 a pack at Dollar General and were in a separate aisle from the $1 trash bag alternatives.
There was a wide selection of sweet snacks for $1 a bag.
The candy aisle at Dollar General was well-stocked. Alex Bitter/BI If you're a fan of sweet treats, such as Sour Patch Kids or coconut macaroons, there was quite a selection at this Dollar General.
Overall, I didn't see enough $1 stuff to fulfill my weekly grocery haul.
These chicken nuggets and fries were $1.50 a package. Alex Bitter/BI Overall, there was a reasonable selection of store-brand household goods, frozen foods, and dry groceries available for $1 each. That might make Dollar General a decent place to shop for consumers on a budget.
I could see stopping by regularly for a few pantry staples and some cleaning supplies. As long as there were other grocery options nearby, though, I probably wouldn't go out of my way to make it a stop on my weekly grocery run.
This store didn't quite have everything most people would need on a weekly basis — at least, not without buying a lot of items above $1 each.
And, of course, there was no fresh food, though I didn't expect it at this store.
The $1 price point seems to function as a loss leader for Dollar General.
Many $1 items at Dollar General were at the back of the store. Alex Bitter/BI From the frozen pot pies to trash bags, many of the $1 items at this Dollar General were located toward the back of the store, meaning that you had to walk past full-priced equivalents to get there.
That made me think that $1 items act as a loss leader for the chain. Supermarkets have done this for years by putting essentials like milk toward the rear of their stores and pricing them competitively. The theory is that you'll stop by for cheap milk — then pick up other, full-price items as you walk there and back.
The same could be true at Dollar General. The $1 items seem to be a draw for many shoppers, but they're not the only items most shoppers buy.
Read next
Alex Bitter You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Alex Bitter is a senior retail reporter covering the gig economy, food, and retail. His work focuses major gig delivery and ride-hailing apps, including Uber, Lyft, DoorDash, Instacart, and Walmart's Spark. He is interested in everything from what it's like to work on the apps to the companies' business strategies.Some of his recent stories feature gig workers who have been deactivated on the apps, DoorDash hiring traditional employees to make deliveries, gig workers' use of bots, and gig work expanding into new professions, such as nursing.Alex has also written about Aldi's US expansion, Starbucks' turnaround efforts, and the fallout from Kraft-Heinz's budget cutting. Convenience store chain Sheetz ended its "smile policy" after his reporting.Before joining Insider in September 2020, he wrote about consumer and retail companies for S&P Global Market Intelligence. He's a graduate of the University of Hawai'i at Mānoa and grew up on the Big Island.Alex lives in the Washington, DC, area, where you can find him studying ancient coins or searching for Civil War artifacts with his metal detector in his free time.Got a tip? Reach out at [email protected] or via encrypted messaging app Signal at +1 (808) 854-4501.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Perhaps lost in the shuffle of the June 11 risk-on equity market rally -- one fueled in part by the White House saying it nixed military strikes against Iran -- was the May reading of the Producer Price Index (PPI) released early in the day.
The report wasn't pretty. It showed a 1.1% increase, meaning the wholesale inflation rate over the prior 12 months was 6.5%, the highest level since November 2022. Typically, companies' higher input costs are passed on to shoppers, suggesting some vulnerability for consumer staples stocks. That's not the case across the board. Just look at Coca-Cola (KO +0.11%).
Coca-Cola is one consumer stock with buffers against rising producer prices. Image source: Getty Images.
Outpacing the S&P 500 by a margin of more than 2-to-1 this year, the beverage stock hit a 52-week high the day before the PPI report. That's not a coincidence. Rather, it's a testament to Coca-Cola's execution prowess amid a tough operating climate.
Not just a pricing power story As noted above, companies across a variety of industries often raise prices on customers to offset higher producer costs. Due to its enviable brand recognition and status as the purveyor of multiple premium soft drink brands, Coca-Cola could probably get away with some price hikes to soften the blow of elevated input costs. Still, the company isn't leaning on that option.
That's to the benefit of both investors and shoppers, because rival PepsiCo went down that road and lost billions of dollars in sales as cost-sensitive consumers said, "Enough is enough." Well-run companies learn from rivals' missteps, and Coca-Cola appears to have learned valuable lessons from Pepsi's pricing gaffes. Indeed, Coca-Cola is facing some inflationary headwinds, including constrained aluminum and plastic supplies due to the war in Iran.
For investors, the good news is that the company has levers it can pull to juice sales without pinching consumers. Those include pushing drinks that are less commodities-intensive (less sugar). Those moves are working because some on Wall Street say Coca-Cola is somewhat "insulate" from inflation-induced cost pressures and can maintain its appeal to both high-end and cost-conscious consumers.
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Consider this. On June 10, Morgan Stanley named Coca-Cola its top pick in the beverage space, with one of the reasons for that bull call being the company's ability to hold prices in the face of inflation in superior fashion relative to some rivals.
Don't forget the dividend Another point of allure with Coca-Cola is its status as a blue chip dividend stock. The shares yield 2.6%, and the payout has grown for 64 consecutive years. Obviously, a six-decade-plus run of steadily rising dividends is impressive in its own right, but it pays to dig deeper.
Typically, consistent dividend raisers are high-quality companies that can offer investors some protection when markets turn sour.
Coca-Cola's dividend growth is also relevant in the inflation protection conversation. The stock's 2.6% yield matches the average rate of inflation over the past two decades, and it's well above the five-year forward breakeven level of 2.2%. At the end of the day, no stock is the "perfect" inflation fighter, but long-term investors looking for a friend in the face of rising prices may want to give Coca-Cola a look.
Retail investors talked up five hot stocks this week (June 8 to June 12) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, listings, AI infrastructure momentum, and corporate/geopolitical news flow.
Space Exploration Technologies SpaceX shares opened at $150 apiece, at an 11.1% premium to the IPO price of $135 per share on Friday and closed its regular trading session 19.3% higher at $160.95 apiece. The stock traded in the range of $149.34 to $176.52, on its listing day. Many retail investors who did not get the IPO allotment were conflicted on whether they should buy SPCX. The stock opened at $XX per share on Friday and closed XX% higher/lower at $XX per share. SPCX‘s Benzinga's Edge Stock Rankings are yet to be updated as the stock has just listed on the bourses. Some retail investors were bullish on SMCI despite the sell-off. The stock had a 52-week range of $19.48 to $62.36, trading around $30 to $32 per share, as of the publication of this article. It declined by 26.01% over the year and 6.03% in the last six months. The stock was also up 9.22% YTD. SMCI had a strong price trend in the medium term but a weak trend in the short and long terms, with a solid value score as per Benzinga's Edge Stock Rankings. Micron Technology Retail investors were confident of MU’s rally and expected it to trade above $1000 apiece, hereon. The stock had a 52-week range of $103.38 to $1,089.29, trading around $987 to $996 per share, as of the publication of this article. It advanced 758.29% over the year and 285.31% in the last six months. The stock gained 248.93% YTD. Benzinga's Edge Stock Rankings showed that MU had a strong price trend in the long, short, and medium terms, with a solid growth score. Uber Technologies Retail investors were still bullish on the stock, recommending other users to buy UBER calls. The stock had a 52-week range of $67.19 to $101.99, trading around $68 to $71 per share, as of the publication of this article. It was down 19.67% over the year, lower by 18.60% over the last six months, and down 14.88% YTD. UBER maintains a weak price trend over the long, short, and medium terms, with a moderate value score, as per Benzinga's Edge Stock Rankings, with a solid value score. Advanced Micro Devices AMD saw volatile but generally positive trading this week. On June 8, it committed up to £2 billion or $2.66 billion to boost AI research, infrastructure, supercomputing, and workforce development in the UK over five years. Several investors were bullish on the stock, hoping the stock to go above $500 per share. The stock had a 52-week range of $115.06 to $546.44, trading around $487 to $500 per share, as of the publication of this article. It advanced by 303.21% over the year, and 120.59% over the last six months, and 128.08% YTD. According to Benzinga's Edge Stock Rankings, AMD was maintaining a strong price trend over the short, medium, and long terms, with a solid quality score. Retail focus blended AI infrastructure momentum, earnings beats, and geopolitical news-driven narratives with broader market action during the week.
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Progressive Corporation maintains exceptional market-share gains and strong underwriting but faces near-term EPS declines despite continued revenue growth. PGR is reinvesting profitability into customer acquisition and selective rate reductions, leading to margin pressure as competition intensifies and peers restore profitability. Consensus expects PGR's EPS to decline through 2028, with valuation at 12.5x forward earnings reflecting anticipated margin normalization and limited near-term earnings growth.
Revolution Medicines is upgraded to buy as Daraxonrasib delivers practice-changing Phase 3 data in pancreatic ductal adenocarcinoma (PDAC). RVMD's $4B pro forma liquidity supports over two years of aggressive clinical expansion, with cash burn focused on value-driving trials and regulatory submissions. Daraxonrasib's Phase 3 results show a 60% reduction in risk of death and doubled median overall survival in metastatic PDAC, supporting a multi-billion-dollar opportunity.
SummaryAres Management has corrected ~34% from highs, but its fee base and earnings remain resilient, supporting a buy rating.Q1 2026 showed management fees up 22% YoY, FRE margin expansion to 42.4%, and record fundraising, indicating robust institutional demand.~85% of AUM is in locked or long-dated vehicles, structurally insulating ARES from rapid credit stress and making the current valuation discount appear excessive.Undeployed AUM of $79.4B could add ~$0.85/share in after-tax RI, with visible catalysts and 16-20% FRE CAGR guidance supporting upside potential. David Gyung/iStock via Getty Images
Ares Management (ARES) has corrected around ~34% from its 52-week high, primarily dragged down by private credit anxiety, BDC redemption fears, and a ~41% decline in middle market M&A in Q1 2026. For
4.37K Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Chewy (CHWY +2.88%) shares failed to gain traction after the company reported another strong fiscal first quarter and lowered its full-year revenue guidance slightly due to a more cautious consumer. The stock is now down about 40% on the year.
Let's take a closer look at the pet products e-commerce operator's results and prospects to see if this is a buying opportunity.
Image source: The Motley Fool.
Solid growth in the face of a weakening consumer Despite earlier warnings that it was not completely immune to a weak consumer, Chewy delivered strong results. Revenue jumped 7.7% to $3.36 billion, a smidge ahead of analyst expectations. Meanwhile, adjusted earnings per share climbed 23% to $0.43, meeting the consensus estimate.
It saw its active customers rise 3.6% year over year to 21.5 million, while net sales per active customer grew 2.4% to $597. Sales derived from autoship customers, meanwhile, climbed 10.5% to $2.83 billion and accounted for 84.4% of its total revenue.
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Importantly, margins continued to increase. Its gross margin rose by 50 basis points to 30.1%, while its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margins jumped from 6.2% to 7.5%. This helped lead to a 31.2% increase in adjusted EBITDA to $253.1 million.
Looking ahead, the company guided for fiscal Q2 revenue of between $3.3 billion and $3.33 billion, representing growth of 6.3% to 7.5%, with adjusted EBITDA margins of 6.3% and 6.4%, up 50 basis points year over year.
For the full year, the company lowered expectations, taking it to a range of $13.40 billion to $13.55 billion, good for 6.3% to 7.5% growth, versus a prior outlook for revenue between $13.6 billion and $13.75 billion, representing growth of between 8% and 9%. It continues to expect adjusted EBITDA margins to expand 100 basis points to between 6.6% to 6.8%.
A cheap stock with strong operating leverage While Chewy slightly lowered its full-year guidance, the company's overall business model remains very resilient, as the majority of sales come from customers enrolled in its autoship program. The company's cautious tone is not unique among retailers, with consumers being pinched by high inflation and gasoline prices.
Meanwhile, the company continues to see solid margin expansion. It's seeing solid operational efficiency as it adopts artificial intelligence, while boosting gross margins from its sponsor ad business. Given Chewy's modest operating margins, continued margin expansion should be a big profit driver moving forward.
With the stock trading at a forward P/E of just 13 times the current-year analyst consensus, the stock is a bargain given its growth, expanding operating margins, and resilient business model. I'd be a buyer at these levels.
The return of Elliott Hill to lead Nike was supposed to reinvigorate the brand. Instead, setbacks in running, product development and brand strategy have kept the swoosh from regaining its stride.
Nvidia (NVDA +0.15%) has been one of the biggest artificial intelligence (AI) success stories so far. The company provides a crucial tool -- and one of the highest quality -- used in the development of this technology. This is the graphics processing unit (GPU), a chip that powers important tasks such as the training of models.
The company's GPU strengths and its portfolio of related products and services have helped it to report record levels of earnings quarter after quarter. And this has lifted the stock too, with gains of more than 400% over three years.
Some investors have worried that, after such a performance, Nvidia may lose momentum. It's true that there are plenty of rivals in the AI chip space, from chip designers like Advanced Micro Devices to some of Nvidia's customers, like Amazon, that have created their own chips.
But my prediction is Nvidia will stay ahead of the crowd -- and the second half of this year actually will represent a game-changing moment for the AI giant. Let's take a closer look.
Image source: Getty Images.
Nvidia's GPUs over time So, first, a bit of background on this market leader and where it stands in today's AI environment. Nvidia's GPUs have been around for decades, and in their early days, they mainly served the gaming market. The company has since expanded their use, and this was made possible by Nvidia's creation of CUDA, a parallel computing platform.
And about a decade ago, recognizing the AI opportunity, Nvidia tailored its GPUs for this industry. This, along with the creation of other products to support the GPU in its AI tasks, helped Nvidia build an AI empire. In the latest quarter, the company reported an 85% increase in revenue to more than $81 billion. And gross margin has remained pretty consistently above 70%, showing high profitability on sales.
As mentioned, Nvidia isn't alone in the space. Rivals sell GPUs or other similar AI chips, and they, too, have delivered significant growth. Yet Nvidia has maintained its lead, due to its brand strength and the quality of its products, as well as its focus on innovation.
But some investors have wondered how long this will last, particularly as rivals too have been supercharging their innovation engines -- and Nvidia's GPUs carry the highest price tag. Meanwhile, the needs of AI are changing. For example, the early stage of the AI story was all about training models, and for this, the GPU was critical.
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The era of AI agents Today, we're moving into the era of AI agents, involving the actual application of AI to problems. In agentic AI, the AI agent acts as a human would -- considering a problem and taking steps, in many cases multiple steps, to solve it. And to power this process, another type of chip is most needed: the central processing unit (CPU). These are the general chips found in all computers.
Nvidia hasn't been a big player in the CPU market. Intel and AMD have been longtime leaders in this market, but if Nvidia meets its goals, this might change.
And this leads me to my prediction. The second half of the year could be a key moment for Nvidia because it plans to take two game-changing steps: It aims to release its Vera Rubin platform for data centers, and this includes the company's first-ever stand-alone CPU. And, for the PC market, it aims to release a new superchip, the Nvidia RTX Spark. This chip, including an Nvidia GPU and an Nvidia CPU, will launch in Windows laptops this fall from Microsoft, Dell, and others.
So, as of the second half, Nvidia will advance in the CPU market in a big way -- aiming for share in data center CPUs and in the PC market. Nvidia says the stand-alone CPU market is worth about $200 billion, and the company says it's on track for leadership.
The big news here is that Nvidia is maintaining its GPU dominance and eventually may hold a similar position in the broader CPU market. This could greatly increase the company's revenue growth potential over time -- and that's why I predict that the launches of these two CPU products will represent a game-changing moment in the Nvidia story.
As of this writing on June 10, a new round of U.S. military strikes in the Iran conflict has driven up the price of oil. Higher oil prices mean higher prices at the gas pump. And in an economy where many Americans already feel pressured by high costs of living, that could lead to some changes in how people spend their discretionary income.
Some retail stocks are more vulnerable than others to high gasoline prices. Retail sector stocks in general are struggling in 2026. So far this year, Walmart (WMT +0.44%) and Costco (COST +0.67%) are both strongly outperforming the S&P Retail Select Industry Index, but only Costco is outperforming the S&P 500 index:
WMT Total Return Level data by YCharts.
Costco shares have delivered slightly higher returns than Walmart stock in 2026. And if gas prices stay high, that outperformance is likely to continue. Costco might be better positioned than any other retailer to keep thriving even if gas prices spike again.
Let's look at a few reasons why Costco could be a better buy than Walmart.
Walmart customers are cutting back on gas
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Walmart and Costco both sell gas. So on that basic level, both retailers will keep earning revenue from gasoline even if gas prices stay higher for longer. But customers seem to be reacting to high gas prices in a way that's more troubling for Walmart's business.
On May 21, during the company's most recent earnings call, Walmart's chief financial officer John David Rainey said that although the retailer's higher-income customers are still spending "with confidence," lower-income customers are "more budget-conscious."
As part of that trend, Rainey shared a surprising statistic: Walmart fuel-center customers are now buying an average of less than 10 gallons of gas per visit. That's the lowest level since 2022.
It's a bad sign, indicating that Walmart shoppers are being hit hard by high gas prices. If people are still topping up their tanks at Walmart gas pumps but having to cut back on gas, that could mean they're tapped out and ready to pull back on other consumer discretionary spending. That could lead to less foot traffic in Walmart stores.
Costco: Record-breaking gasoline sales
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Gasoline sales make up a significant portion of Costco's revenue -- about 10% of total net sales, according to the 2025 annual report. But the recent spike in gas prices has driven Costco's gas sales even higher than usual.
On the company's most recent quarterly earnings call on May 28, CEO Ron Vachris said that Costco achieved "record-breaking volumes" in its latest fiscal quarter, and the final five weeks of the quarter were "our top five volume weeks ever."
Even beyond the sheer volume of gasoline that they buy, Costco members seem to behave differently when buying gas. Instead of buying cheap gas and driving away, Costco's gas customers tend to stick around and shop. Vachris said on May 28 that company executives believe higher gasoline sales volumes "will drive even greater loyalty with these members in the future, as members who use our gas stations typically spend more with us in the warehouse."
During a previous earnings call on March 5, Costco's CFO said that about 50% of gas shoppers also "cross-shop" at the nearby Costco warehouse. Buying gas at Costco isn't just a way to save money, it's an occasion to go spend some more. People might think: "I'll stop by Costco for the cheap gas -- oh, and while I'm there, I'll buy some groceries for dinner."
Image source: Getty Images.
High gas prices aren't the only factor that determines how people spend money or where they shop. But if the Iran conflict leads to a longer, more severe spike in gas prices, it would likely drive inflation even higher for longer across the economy. If inflation rises, Walmart's lower-income customer base is likely to pull back on spending sooner than Costco's more affluent gas-pump bargain hunters.
Costco has a recent price-to-earnings (P/E) ratio of 48.8, compared to Walmart's P/E multiple of 42.3. Neither stock looks cheap compared to the S&P 500's current P/E ratio of 31.3. But if I had to choose today between investing in shares of Costco or Walmart, I'd buy Costco stock.
Roku (ROKU +20.08%) has been something of an enigma for shareholders. Despite being at the top of its game, the stock hasn't gotten the respect it deserves. Yet the company's business is firing on all cylinders. However, investors have started to come around, and the stock has gained 78% over the past year.
In the latest move, the stock spiked more than 20% on Friday on reports that the company has been in discussions to be acquired by a major U.S. media company, according to Bloomberg, citing "people with knowledge of the matter."
It appears that investors haven't been the only ones taking a fresh look at the streaming pioneer. Let's review Roku's recent results, understand what might make the company attractive to a potential suitor, and why investors shouldn't sleep on these reports.
Image source: The Motley Fool.
A lot to likeAfter years of operating losses and investing to enter new markets, Roku turned the corner in Q2 of 2025 and has been profitable in every quarter since. Perhaps as importantly, the company continues to increase its market share and expand its reach, building the foundation for future growth. Its recent results help paint a rosy picture.
In the first quarter of 2026, Roku generated total revenue of $1.2 billion, up 22% -- marking the company's strongest year-over-year quarterly growth in four years. The results were driven higher by its platform segment, which includes advertising revenue, which increased 27%, and subscriptions, which jumped 30%. Overall, platform revenue rose 28% to $1.1 billion, while device revenue declined 16% to $118 million. Roku sells its devices at or near cost to draw viewers into its ecosystem (more on that later).
The company continues to find new ways to augment that strategy, which keeps paying off. Last year, Roku launched its own paid streaming channel, named Howdy. The subscription service launched in August at a modest price tag of just $2.99 per month to attract more price-sensitive customers. Roku seeded its ad-free channel with thousands of titles totaling 10,000 hours of entertainment, with programs and movies from Lionsgate, Warner Bros. Discovery, and FilmRise. It also included select Roku original programming.
While critics quickly dismissed the service as too little, too late, Roku was undaunted. In the ensuing months, Howdy has racked up more than 1 million subscribers, according to a report by industry analyst Antenna. The report also noted that Howdy had enviable retention rates, with 51% of those who signed up in the first month were still subscribers six months later, far exceeding the retention rates of premium and specialty and subscription video on demand (SVOD) services, at 47% and 38%, respectively.
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Another winning strategy has been The Roku Channel -- the company's home-grown ad-supported channel -- which closed out 2025 with a 3% share of all U.S. TV viewership, according to Nielsen. The channel ranks in the Top 10 among all media companies, putting Roku in select company alongside Alphabet's YouTube, Disney, and Netflix, among others. Roku previously revealed that The Roku Channel ranked No. 2 on its platform in terms of engagement.
If that weren't enough, Roku announced earlier this year that it had surpassed 100 million households worldwide, illustrating its growing global reach. Moreover, the company's decision to sell its devices at or near cost is paying off: Roku's collection of branded TVs and other streaming devices are used by "more than half of all U.S. broadband households."
Roku's large and expanding reach makes it an attractive target for a potential acquirer, giving them instant access to more than 100 million households. But even if Roku isn't acquired, it has all the pieces in place for a successful future, which makes it an attractive stock for investors.
The recent spike in its share price has skewed its valuation, selling for 40 times next year's expected earnings. However, measured using the more appropriate forward price/earnings-to-growth (PEG) ratio -- which takes into account Roku's rapid growth -- clocks in at 0.19, when any number less than 1 is the standard for an undervalued stock.
That's why investors shouldn't sleep on Roku -- merger or not.
Danny Vena, CPA has positions in Alphabet, Netflix, Roku, and Walt Disney. The Motley Fool has positions in and recommends Alphabet, Netflix, Roku, Walt Disney, and Warner Bros. Discovery. The Motley Fool has a disclosure policy.
SummaryIn this article series, I summarize dividend announcements of the past week. Six stocks in my database announced dividend increases, including one stock I own, and one declared a special dividend.W. R. Berkley stands out with an 11.1% dividend increase, a 50¢ special dividend, and the highest quality score this week.Medtronic offers the most value, trading 9% below fair value, but its dividend growth is modest at 1.4%.Essential Properties Realty Trust leads in forward yield at 4.23% and boasts strong projected growth with a sustainable payout ratio.Greif raised its dividend by 10.7% but shows the weakest safety profile, with a low-quality score and negative free cash flow. GamePH/iStock via Getty Images
I monitor dividend announcements for 700+ dividend growth stocks in my database and report on them in this weekly article series.
Celebrating increases for the stocks I own is satisfying. Still, a dividend increase carries a broader
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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
QuantumScape Corporation (QS) 16th Annual Wells Fargo Industrials & Materials Conference June 11, 2026 10:30 AM EDT
Company Participants
Kevin Hettrich - Chief Financial Officer
Conference Call Participants
Colin Langan - Wells Fargo Securities, LLC, Research Division
Presentation
Colin Langan
Wells Fargo Securities, LLC, Research Division
Yes, happy to kick off the next session with QuantumScape. We have today the CFO, Kevin Hettrich, obviously, a leader in solid-state batteries. And I think you're going to kick it off with a short presentation that we said...
Kevin Hettrich
Chief Financial Officer
Yes, just a few minute overview of the company. So Colin, first of all, thank you for inviting us to the conference. It's our pleasure. So QuantumScape started 15 years ago to give the world much better batteries on all the dimensions you'd care about, smaller, lighter, faster charging, safer, longer-lived and lower cost.
To do so, to make that type of dramatic change in all the elements, we wanted to change the chemistry from the lithium-ion batteries we use today to what are called solid-state lithium metal batteries. A brief primer on the difference. So lithium-ion battery, you have an anode, you have a cathode.
The way batteries work is when you charge them, lithium-ion goes from the cathode to the anode and you charge it, like rolling a ball up the hill. When you want the energy back, it goes in the opposite direction. It's called lithium-ion battery because when you charge it, the lithium is stored in an ionic state.
It's held in a kind of a graphite silicon organic electrolyte layer. What we're working on commercializing in solid-state lithium metal. It's called lithium metal because in the charge state instead of being that kind of sponge that of host material, there's nothing there as we manufacture the device.
LOS ANGELES--(BUSINESS WIRE)--The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against FS KKR Capital Corp. (“FSK” or “the Company”) (NYSE: FSK) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between May 8, 2024 and February 25, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before July 3, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. FSK misled investors about the effectiveness of its portfolio restructuring activities. The Company overvalued its portfolio and overstated its portfolio valuation process. The Company overstated the strength of its quarterly dividend program. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about FSK, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
LOS ANGELES, June 12, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Badger Meter, Inc. (“Badger” or “the Company”) (NYSE: BMI) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between April 18, 2024 and April 16, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 3, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Badger Meter claimed its financial performance was based on “secular growth drivers,” and “solid operating execution.” The Company touted “strong” demand and a “long runway” for growth. In truth, the Company’s performance was partially based on pulling forward customer orders to recognize revenue early. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Badger Meter, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
Analyst’s Disclosure: I/we have a beneficial long position in the shares of OBDC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Rosen Law Firm Encourages GoDaddy Inc. Investors to Inquire About Securities Class Action Investigation - GDDY PR Newswire
NEW YORK, June 12, 2026
, /PRNewswire/ --
Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of GoDaddy Inc. (NYSE: GDDY) resulting from allegations that GoDaddy may have issued materially misleading business information to the investing public.
So What: If you purchased GoDaddy securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
What to do next: To join the prospective class action, go to https://rosenlegal.com/cases/godaddy-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
What is this about: Rosen Law Firm is investigating potential civil securities claims.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. At the time Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
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The numbers behind the artificial intelligence (AI) build-out keep getting bigger. On Tuesday, chip designer Broadcom announced a financing platform with investment giants Apollo Global Management and Blackstone designed to enable more than 20 gigawatts of AI compute capacity through 2028, launching with an initial $35 billion tranche.
Even automakers want in. General Motors said this week it is developing a sodium-ion battery (a chemistry built on abundant sodium rather than scarcer lithium) aimed at energy storage for data centers and the grid.
All of this demand is landing on an electric grid that can take years to expand. Securing a grid connection for a large data center campus can be a multiyear wait, and the equipment needed to build new power plants is in short supply. That mismatch is where Bloom Energy (BE +4.56%), GE Vernova (GEV +3.74%), and Vistra (VST +1.12%) come in.
Here's a closer look at how each company is positioned to power the build-out.
Image source: Getty Images.
1. Bloom Energy Bloom makes solid oxide fuel cells -- systems that generate electricity on-site from natural gas without combustion -- letting data centers skip the wait for a grid hookup. Bloom's first-quarter revenue soared 130% year over year to $751.1 million, driven by a 208% jump in product revenue. The company also posted net income of $70.7 million, reversing a year-ago loss. And management raised its full-year outlook, now expecting 2026 revenue of $3.4 billion to $3.8 billion -- about 80% growth at the midpoint, up from prior guidance of about 60%.
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In April, Oracle said Bloom fuel cells will fully power Project Jupiter, its AI data center campus in New Mexico, with up to 2.45 gigawatts of capacity, replacing the gas turbines and diesel generators originally planned for the site. Notably, management said more than half of Bloom's data center backlog comes from customers other than Oracle.
"Bloom is rapidly becoming the standard and go-to choice for on-site power," said Bloom founder and CEO KR Sridhar during the company's first-quarter earnings call.
2. GE Vernova While Bloom helps data centers bypass the grid, GE Vernova supplies the grid itself -- along with the gas turbines utilities are waiting in line to order. The power equipment maker's first-quarter orders surged 71% on an organic basis to $18.3 billion, pushing its total backlog to $163 billion. Its gas turbine backlog and slot reservation agreements grew from 83 gigawatts to 100 gigawatts in a single quarter, and management now expects to reach at least 110 gigawatts by the end of 2026.
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GE Vernova's electrification segment, which makes grid equipment like transformers and switchgear, booked $2.4 billion of equipment orders to support data centers during the first quarter -- more than in all of 2025. Further, the company's free cash flow more than quadrupled year over year to $4.8 billion, and management raised its 2026 guidance.
3. Vistra Vistra is one of the largest competitive power producers in the U.S., with a generation fleet spanning natural gas and nuclear. And AI's biggest spenders are locking up that fleet years in advance. Last year, the company signed a 20-year power purchase agreement with Amazon's cloud unit for up to 1,200 megawatts of nuclear power from its Comanche Peak plant in Texas. It also signed 20-year agreements to supply Meta Platforms with 2,609 megawatts of nuclear energy and capacity from its plants in the eastern U.S.
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The company is adding natural gas capacity, too, with its pending acquisition of about 5,500 megawatts of generation from Cogentrix, targeted to close in the second half of this year. Last month, Vistra reported first-quarter ongoing operations adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of about $1.5 billion and reaffirmed its full-year forecast of $6.8 billion to $7.6 billion.
What could trip up the power trade Of course, these stocks face risks. Project timing, for instance, is one. In fact, Bloom Energy shares fell this week after a partner reportedly paused work on a data center site in Wyoming. Additionally, these companies operate in highly regulated markets.
The bigger risk may be the demand side itself. All three stocks have rallied on the assumption that AI capital expenditures keep climbing, and AI infrastructure stocks have pulled back recently on concerns about the pace of that spending. If the build-out decelerates meaningfully, backlogs could stop growing and these valuations could compress quickly.
Still, the demand signals keep arriving week after week, and from new directions -- financiers one day, automakers the next. For investors who believe the electricity bottleneck is real and durable, these three companies arguably offer a more grounded way to invest in the AI boom than chasing the chipmakers themselves.
LOS ANGELES--(BUSINESS WIRE)--The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against POET Technologies Inc. (“POET” or “the Company”) (NASDAQ: POET) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between April 1, 2026, and April 27, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before June 29, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. POET misrepresented its tax status due to the likelihood it would be deemed a passive foreign investment company (“PFIC”), which would have negative tax implications for individual investors. The Company’s business prospects were endangered by CFO Thomas Mika violating a business agreement in a public interview. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about POET, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
Rosen Law Firm Encourages Futu Holdings Limited Investors to Inquire About Securities Class Action Investigation - FUTU PR Newswire
NEW YORK, June 12, 2026
, /PRNewswire/ --
Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Futu Holdings Limited (NASDAQ: FUTU) resulting from allegations that Futu may have issued materially misleading business information to the investing public.
So What: If you purchased Futu securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
What to do next: To join the prospective class action, go to https://rosenlegal.com/cases/futu-holdings-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
What is this about: On May 22, 2026, Reuters published an article entitled "China to crack down on 'illegal' cross-border securities" The article stated that China "announced a major crackdown on cross-border investment on Friday and said it would punish brokers it accused of illegally moving money to foreign markets, sending their shares plunging." Further, "online rokers Tiger, Futu and Longbridge would be penalised for soliciting business in China without an onshore licence, the securities regulator said."
On this news, Futu American Depositary Shares ("ADSs") fell 27.5% on May 22, 2026.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. At the time Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
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Investing in cloud computing companies is one of the primary ways people can gain portfolio exposure to the artificial intelligence (AI) megatrend. Most companies don't have the resources and expertise necessary to build their own AI-centric data centers, so instead, they rent processing power out from cloud computing operations like Amazon (AMZN 1.24%) Web Services (AWS), Microsoft (MSFT +0.11%) Azure, and Alphabet's (GOOG +0.45%) (GOOGL +0.53%) Google Cloud. Those are the three largest titans in the industry, but they aren't the only options.
Two relative newcomers, CoreWeave (CRWV +5.02%) and Nebius (NBIS +4.63%), are also viable options for businesses in need of AI cloud capacity, and are growing much faster, in part due to their smaller sizes. So, which cohort would make for a better investment now?
Image source: Getty Images.
The established companies are crushing it AWS is the largest cloud infrastructure operation in the world, and actually provides most of Amazon's profits. AWS accounted for 59% of Amazon's operating income in Q1, and its revenue grew at a 28% rate -- its fastest expansion in nearly four years.
Microsoft doesn't divulge as much information about Azure as AWS and Google Cloud do. It only provides the business unit's growth rate, which was still an impressive 40% in its latest quarter.
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However, Google Cloud tops both of them, with an impressive 63% growth rate, but it had some help from its Tensor Processing Units (TPUs).
TPUs are powerful computing units that can outperform general-purpose GPUs from a cost standpoint when handling the specific deep learning and matrix mathematics workloads they are designed for. Deploying its TPUs helped Alphabet catch up in the AI build-out, and now, it is starting to sell those proprietary AI chips directly to other companies rather than just renting out their processing power. With external sales of these units contributing to Google Cloud's growth rate, the waters get a bit murky in terms of gauging how well the infrastructure business alone is doing, but it's still the fastest-growing of the three despite being the smallest.
While Microsoft doesn't provide exact profitability information, I think it's safe to assume that Azure is producing a ton of profits for Microsoft. With all three legacy players making a ton of money from their cloud computing divisions, that means cloud computing can be a viable standalone business. But can CoreWeave and Nebius get to that point?
Rapid growth, but no profits CoreWeave and Nebius are both neocloud companies -- cloud computing specialists that are focused on AI. The two have differing business models, but each has attracted major tech players including Microsoft and Meta Platforms as clients. These customers already have data centers of their own, but being able to rapidly obtain more of the computing power they need without having to build it is still an option they find valuable.
Demand from those customers and others is giving CoreWeave and Nebius jaw-dropping growth rates compared to the legacy cloud companies. In Q1, CoreWeave's revenue grew by 112% year over year while Nebius' soared by 684%.
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Wall Street is also incredibly bullish on their futures. For 2026 and 2027, Wall Street analysts expect 147% and 97% revenue growth, respectively, for CoreWeave. Nebius is expected to grow even faster, with 2026's growth estimates hovering around 551% and 2027's at 224%. Still, nobody expects these two to be profitable because they're spending every bit of money they have to expand their cloud footprints. That's one of the central risks of investing in these two, but it could pay off big if they keep growing rapidly and achieve profitability.
The legacy cloud companies are still fantastic investments, but if you want greater long-term upside potential (and you're comfortable with higher risk), then Nebius and CoreWeave are solid stock picks.
Keithen Drury has positions in Alphabet, Amazon, Meta Platforms, Microsoft, and Nebius Group. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy.
JPMorgan Chase (JPM +2.28%) is one of the largest banks in the world, with a business that spans from the local corner bank to investment banking (it is one of the companies helping out with the SpaceX (SPCX +19.17%) IPO). That said, its results are heavily impacted by changes in interest rates. Here's a look at the company's 7% net interest income target for 2026 and why it may need to raise it.
JPMorgan Chase entered 2026 with expectations for headwinds When rates rise, JPMorgan Chase can charge higher interest rates on the loans it makes. And it can drag its feet when it comes to increasing the rates it pays to its bank customers. The outcome is higher net interest income. However, if rates fall, the bank's net interest income declines because it charges lower interest rates on its loans. It has no choice if it wants to remain competitive. And it takes time to lower the rates it pays depositors, further compounding the headwind.
Image source: Getty Images.
As JPMorgan Chase entered 2026, it expected net interest income to rise by about 7%. However, the interest rate outlook shifted in the first quarter. Going in, Wall Street was anticipating rate cuts in the back half of the year. During the quarter, the rate outlook changed to rates holding steady. Only JPMorgan Chase didn't update its net interest income goals because its original view was for rates to fall late in the year. Thus, there was little impact from the new outlook, and any impact was expected to be offset by other parts of the business.
Interest rate expectations have changed again since the end of the first quarter, with higher rates increasingly likely as inflation has started to tick up. If interest rates rise, JPMorgan Chase could have an easier time hitting its 7% net interest income growth target. And, perhaps, it may even consider raising the target.
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320.65
That said, the same puts and takes that kept the company from raising its target after the first quarter may hold it to a cautious outlook when it reports second-quarter earnings. While the interest rate environment has shifted from negative to neutral to positive, geopolitical conflicts persist, inflation is still elevated, and the S&P 500 index (^GSPC +0.50%) remains near all-time highs. JPMorgan Chase might simply be happy that its net interest income target is easier to achieve and leave it at that.
JPMorgan Chase: Investors are already pricing in good news Even if JPMorgan Chase ups its net interest income target, investors may want to tread with caution. The stock's price-to-book ratio is 2.4x, compared with its five-year average of 1.8x. And its forward price-to-earnings ratio of 14x is well above its five-year average of 12x. In other words, the stock looks a bit expensive relative to its recent past, with investors appearing to have already priced in a lot of good news, perhaps even an interest hike or two.
JPMorgan Chase is an advertising partner of Motley Fool Money. Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends JPMorgan Chase. The Motley Fool has a disclosure policy.
Destination-Focused Voyages Pair Small-Ship Access With Distinctive Shore Experiences Across Scandinavia, British Isles, Iceland, Greenland and Norway
Download high-resolution images here (Credit: Oceania Cruises)
, /PRNewswire/ -- Oceania Cruises® invites travelers to discover the dramatic landscapes, rich cultural traditions and lesser-explored coastal destinations of Northern Europe aboard its intimate, luxurious ships, offering a relaxing and elegant way to experience this captivating region.
Northern Europe Spotlight Sailing aboard Oceania Cruises' elegant, small ships, including Oceania Insignia™, Oceania Marina™ and Oceania Vista®, the 2027 Northern Europe season showcases the breadth and beauty of the region, featuring ports across the Baltic and Scandinavia, British Isles and Ireland, Greenland, Iceland and the Northern Fjords.
The lineup of itineraries reflects Oceania Cruises' commitment to destination-rich voyages, thoughtfully planned around Northern Europe's long summer days, seasonal traditions and ports best explored by sea. Its boutique ships call on destinations not always accessible to larger vessels, such as Rosendal, Norway; Stornoway, Scotland; Seydisfjordur, Iceland; and Karlskrona, Sweden, alongside iconic cities including Copenhagen, Reykjavik and Stockholm.
Across all these itineraries, guests can choose from a range of shore excursions designed to bring the region's smaller ports to life through local cuisine, culture, history and outdoor exploration. In Eidfjord, Norway, travelers can experience the Hardanger region's apple-growing traditions with a cider tasting amid the area's scenic landscapes. When in Visby, Sweden, guests can join one of Oceania Cruises' signature Culinary Discovery Tours™, exploring Swedish farm-to-table traditions, visiting various local farms in the region, followed by a seasonal lunch highlighting the island's sustainable ingredients. In Seydisfjordur, guests can travel by 4x4 through eastern Iceland's remote countryside to Brekka, the country's smallest town, set along a narrow fjord surrounded by waterfalls, seabirds and striking mountain scenery.
"Our Northern Europe voyages offer travelers an extraordinary way to experience one of the world's most sought-after regions during the best time of year to visit," said Jason Montague, Chief Luxury Officer of Oceania Cruises. "From the fjords of Norway to the cultural capitals of Scandinavia and the remote coastlines of Iceland and Greenland, these itineraries are designed for guests who want to see more of the region in a seamless and refined way. Traveling aboard our intimate ships offers unparalleled convenience, allowing guests to reach destinations that can be more challenging to explore independently – while only unpacking once."
Oceania Cruises' 2027 Northern Europe itineraries are part of the line's expansive array of global voyages, which feature more than 600 ports and over 250 unique itineraries each year. On board its elegantly appointed ships, guests can experience the hallmarks of Oceania Cruises, including attentive, personalized hospitality, a relaxed yet refined adults-only environment and The Finest Cuisine at Sea®.
Highlighted Northern Europe Voyages:
Baltic Beauty: 11-day voyage from Stockholm to Copenhagen, departing June 10, 2027, aboard Oceania Insignia. Guests will explore the Baltic's historic port cities and design-forward capitals, with calls in Helsinki, Tallinn, Riga, Gdansk, Karlskrona, Szczecin, Berlin (Warnemünde), Kalundborg and Kiel. The itinerary offers a mix of medieval old towns, coastal culture and extended time in select ports, including Berlin (Warnemünde) and Kalundborg. Castles of Ice & Stone: 14-day voyage from London to Copenhagen, departing June 22, 2027, aboard Oceania Marina. Explore the British Isles and Northern Europe, with calls in Glasgow, Londonderry, Stornoway, Scrabster, Aberdeen, Edinburgh, Bergen, Stavanger, Kristiansand, Lysekil and Gothenburg. The voyage combines historic cities, rugged coastlines, Scottish island communities and Norway's coastal scenery before concluding in Denmark. Landscapes of a Lifetime: 10-day voyage roundtrip from Reykjavik, departing July 4, 2027, aboard Oceania Insignia. This Iceland-focused itinerary traces the country's dramatic coastline, with calls in Heimaey, Djupivogur, Seydisfjordur, Siglufjordur, Akureyri, Isafjordur and Grundarfjordur, plus Tórshavn in the Faroe Islands. The sailing showcases volcanic landscapes, dramatic fjords, fishing villages and the stark natural beauty of the North Atlantic. Charms of Northern Europe: 11-day voyage from Paris to Copenhagen, departing July 16, 2027, aboard Oceania Vista. Visit a mix of iconic cultural capitals and coastal ports, with calls in London (Dover), Bruges, Amsterdam, Kristiansand, Oslo, Aarhus, Kiel and Helsingborg before concluding with an overnight stay in Copenhagen. The itinerary offers a broad look at the region, from historic cities and maritime culture to Scandinavian design, coastal scenery and Northern Europe's summer atmosphere. Fjords to Icelandic Vistas: 14-day voyage from Stockholm to Reykjavik, departing August 7, 2027, aboard Oceania Vista. This sweeping Northern Europe itinerary connects Baltic cities, Scandinavian coastlines and Icelandic landscapes, with calls in Visby, Rønne, Copenhagen, Gothenburg, Haugesund, Flåm, Bergen, Ålesund, Djupivogur, Husavik and Isafjordur. The sailing features a mix of historic towns, fjord scenery, coastal culture and North Atlantic beauty. Fabulous Fjords: 11-day voyage roundtrip from Reykjavik, departing August 8, 2027, aboard Oceania Marina. Exploring Iceland and Greenland, this voyage calls on Heimaey, Grundarfjordur and Isafjordur before scenic cruising through Prince Christian Sound, an overnight stay in Nuuk and a call to Narsaq. The itinerary highlights remote fjords, rugged coastlines and dramatic natural scenery. Rugged to Rustic: 12-day voyage from Reykjavik to London, departing August 19, 2027, aboard Oceania Marina. Tracing a route from Iceland to the United Kingdom, this sailing calls on Isafjordur, Akureyri, Djupivogur, Tórshavn, Lerwick, Måløy, Vik, Bergen, Haugesund and Stavanger before concluding in London (Southampton). The itinerary brings together Iceland's remote coastal towns, the Faroe and Shetland Islands, Norway's fjord country and historic maritime cities along the North Atlantic. For more information on Oceania Cruises' collection of small, luxurious ships and curated global itineraries, visit OceaniaCruises.com or call 855-OCEANIA.
About Oceania Cruises®
Oceania Cruises® is the world's leading culinary- and destination-focused luxury cruise line. The line's intimate, luxurious ships feature The Finest Cuisine at Sea® and destination-rich itineraries that span the globe. Expertly curated travel experiences are available aboard the designer-inspired ships, which call on more than 600 marquee and boutique ports in more than 100 countries on seven continents, on voyages that range from seven to more than 200 days. Oceania Cruises® has five Sonata Class ships on order scheduled for delivery in 2027, 2029, 2032, 2035 and 2037. Oceania Cruises® is a wholly owned subsidiary of Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH).
MIAMI, FL AND HOLLYWOOD, FL / ACCESS Newswire / June 12, 2026 / HEICO Corporation (NYSE:HEI.A)(NYSE:HEI) today announced that it increased its existing credit facility to a $2.2 billion unsecured revolving credit facility (the "Facility"), which is a $200 million increase to the Facility's previous $2 billion limit. The Facility is with a banking syndicate led by Joint Lead Arrangers Truist Bank, Bank of America, Wells Fargo, PNC, TD Bank, and Crédit Agricole. Other participating banks are Huntington, JPMorgan, RBC, and M&T Bank. Additionally, the Facility's maturity date has been extended to 2031.
HEICO's record-size Facility includes an accordion feature allowing it to be increased to $3 billion under certain circumstances. Borrowings under the Facility bear interest at the Secured Overnight Financing Rate ("SOFR") plus an applicable margin ranging from 75 to 125 basis points, which is indexed to HEICO's investment grade rating.
Proceeds from the Facility will be used primarily to fund acquisitions, as well as for general business purposes. Since 1996, HEICO has completed over 110 acquisitions and remains committed to its disciplined acquisition strategy.
Eric A. Mendelson and Victor H. Mendelson, HEICO's Co-Chairmen and Co-Chief Executive Officers, stated, "Expanding the credit facility to $2.2 billion gives us meaningful runway to keep doing what we do best: finding great businesses and welcoming them into the HEICO family. Our lenders have been with us through many of those acquisitions, and their continued support and partnership provides financial flexibility to efficiently respond to market opportunities and grow the business."
Carlos L. Macau, Jr., HEICO's Executive Vice President and Chief Financial Officer, added, "Extending the maturity to 2031 at attractive pricing reflects the strength of HEICO's balance sheet and cash flow. This is exactly the kind of low-cost, flexible capital that funds accretive growth while keeping our leverage conservative and our discipline intact."
HEICO Corporation is engaged primarily in the design, production, servicing and distribution of products and services to certain niche segments of the aviation, defense, space, medical, telecommunications and electronics industries through its Hollywood, Florida-based Flight Support Group and its Miami, Florida-based Electronic Technologies Group. HEICO's customers include a majority of the world's airlines and overhaul shops, as well as numerous defense and space contractors and military agencies worldwide, in addition to medical, telecommunications and electronics equipment manufacturers. For more information about HEICO, please visit our website at https://www.heico.com.
Certain statements in this press release constitute forward-looking statements, which are subject to risks, uncertainties and contingencies. HEICO's actual results may differ materially from those expressed in or implied by those forward-looking statements. Factors that could cause such differences include, among others: the severity, magnitude and duration of public health threats; our liquidity and the amount and timing of cash generation; lower commercial air travel, airline fleet changes or airline purchasing decisions, which could cause lower demand for our goods and services; product specification costs and requirements, which could cause an increase in our costs to complete contracts; governmental and regulatory demands, export policies and restrictions, reductions in defense, space or homeland security spending by U.S. and/or foreign customers or competition from existing and new competitors, which could reduce our sales; our ability to introduce new products and services at profitable pricing levels, which could reduce our sales or sales growth; product development or manufacturing difficulties, which could increase our product development and manufacturing costs and delay sales; cybersecurity events or other disruptions of our information technology systems could adversely affect our business; and our ability to make acquisitions, including obtaining any applicable domestic and/or foreign governmental approvals, and achieve operating synergies from acquired businesses; customer credit risk; interest, foreign currency exchange and income tax rates; and economic conditions, including the effects of inflation, within and outside of the aviation, defense, space, medical, telecommunications and electronics industries, which could negatively impact our costs and revenues. Parties receiving this material are encouraged to review all of HEICO's filings with the Securities and Exchange Commission including, but not limited to filings on Form 10-K, Form 10-Q and Form 8-K. We undertake no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise, except to the extent required by applicable law.
Contact:
Victor H. Mendelson (305) 374-1745
Carlos L. Macau, Jr. (954) 744-7570
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Boston Scientific (BSX 0.55%) shares have performed poorly in recent months. Year to date, shares in the medtech company have fallen by over 50%.
It's not surprising shares have fallen so far, so fast. Boston Scientific has kept walking back growth expectations all year. However, with the analyst community far more upbeat about it than the market, let's explore this beaten-down healthcare stock's comeback potential.
Image source: Getty Images.
Boston Scientific and its extended slide In February, Boston Scientific's management guided organic sales growth of 10% to 11%. But as 2025 growth was 19.5%, investors reacted poorly to the outlook. Worse yet, management has kept making downward adjustments.
In April, management lowered full-year 2026 organic revenue guidance to between 6.5% and 8%. Then, in late May, management walked things back once again. Citing "the declining usage of Watchman stand-alone procedures," or procedures using Boston Scientific's Watchman heart implant, CEO Michael Mahoney noted that the company will likely report "flat dollar growth from first quarter to second quarter, and likely in the third quarter."
Why the stock's lofty price target may not last Analyst sentiment has shifted bearish, but 27 out of the 31 analysts covering the stock still give it the equivalent of a buy rating. Not only that, the consensus price target of $78 per share represents potential upside of 65%.
While it's plausible that shares could recover on better-than-expected results, even a partial recovery to $78 per share could prove challenging. Boston Scientific currently trades at a forward valuation in the mid-teens, in line with other medical device stocks, such as Abbott Laboratories and Medtronic. A rerating to a premium valuation will likely require a faster-than-expected recovery in growth. Worse yet, depending on Q2 results and guidance, these high price targets could trend lower.
For now, take this wide spread between stock price and price target with a grain of salt.
Thomas Niel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Abbott Laboratories and Medtronic. The Motley Fool has a disclosure policy.
COPENHAGEN, Denmark--(BUSINESS WIRE)--Genmab A/S (Nasdaq: GMAB) today announced new data from a post-hoc subgroup analysis from the pivotal Phase 3 EPCORE® FL-1 trial, evaluating epcoritamab, a subcutaneous T-cell engaging bispecific antibody, in combination with rituximab and lenalidomide (epcoritamab + R2) in adult patients with relapsed or refractory (R/R) follicular lymphoma (FL), which showed that epcoritamab + R2 delivered consistent and sustained efficacy benefits across clinically relev.
ComEd crews continue restoring power to customers impacted by multiple rounds of severe storms that moved through northern Illinois beginning Wednesday afternoon. With the most volatile weather now past the region, crews are focused on completing repairs and restoring service to remaining pockets of customers affected by storm damage.
Multiple bands of severe weather brought intense rain, frequent lightning and high wind gusts, causing significant damage to ComEd’s power infrastructure and resulting in widespread outages across the service territory. At least two tornadoes were confirmed on Thursday, including one in Streator, Illinois, and another near Dwight, Illinois, with additional damage assessments ongoing.
Across the two days of severe weather, approximately 684,000 ComEd customers experienced outages. As of 6pm June 12, ComEd has restored power to roughly 582,000 customers, representing significant progress following both storm systems.
“Our crews have been working long hours under challenging conditions to safely restore power as quickly as possible,” said David Perez, executive vice president and COO of ComEd. “While we’re encouraged by the progress being made and the improving weather outlook, we will continue our work until every customer is restored.”
The most severe impacts from Wednesday evening’s storms were felt on Chicago’s South Side, in Joliet and in the communities of Crestwood, Lockport and Alsip. Of the approximately 548,200 customers impacted Wednesday, about 71,000 remain without power, meaning more than 87 percent have been restored.
A second round of storms moved through the region Thursday afternoon and evening, causing outages for roughly 136,600 customers, primarily on Chicago’s South Side and in Oak Lawn, Joliet, Markham, Bridgeview, Justice and Streator. Approximately 26,000 customers remain without power from Thursday’s storms, reflecting a restoration rate of about 81 percent.
The storms caused extensive tree damage and downed power lines, with one tornado touching down in Streator, approximately 100 miles southwest of Chicago, damaging homes and other structures. Another tornado was identified near Dwight, about 80 miles southwest of Chicago.
More than 200 ComEd crews and over 3,000 personnel were mobilized during the peak of the response, supported by additional mutual assistance crews arriving Friday. Prior to storms hitting the area, ComEd strategically positioned crews and equipment across the service territory to enable faster response once outages occurred.
To support restoration efforts, ComEd established base camps at Joliet Junior College, Daley College in Chicago and Cherry Valley Mall in Rockford, among other sites. ComEd also activated its Mobile Command Center to enhance coordination across impacted areas. In addition, four ComEd Care Vans were deployed to Worth, Alsip, Palos Hills and Joliet to provide resources to customers.
Public safety is paramount, and ComEd encourages customers to take the following precautions:
If a downed power line is spotted, please immediately call ComEd at 1-800-EDISON1 (1-800-334-7661). Spanish-speaking customers should call 1-800-95-LUCES (1-800-955-8237). Never approach a downed power line. Always assume a power line is energized and extremely dangerous. In the event of an outage, do not approach ComEd crews working to restore power to ask about restoration times. Crews may be working on live electrical equipment, and the perimeter of the work zone may be hazardous. ComEd urges customers to contact the company immediately if they experience a power outage. Customers can text OUT to 26633 (COMED) to report an outage and receive restoration information and can follow the company on X @ComEd or on Facebook at Facebook.com/ComEd. Customers can also call 1-800 EDISON1 (1-800-334-7661), or report outages via the website at ComEd.com/report. Spanish-speaking customers should call 1-800-95-LUCES (1-800-955-8237).
With ComEd’s new Outage Tracker, customers can report outages, check estimated time of restoration, view crew status updates, and explore our outage map. Visit ComEd.com/OutageTracker.
ComEd’s mobile app for iPhone and Android® smart phones gives customers the ability to report power outages and manage their accounts; download the app at ComEd.com/app.
ComEd is a unit of Chicago-based Exelon Corporation (NASDAQ: EXC), a Fortune 200 company and one of the nation’s largest utility companies, serving nearly 11 million electricity and natural gas customers. ComEd powers the lives of more than 4 million customers across northern Illinois, or 70 percent of the state’s population. For more information, visit ComEd.com, and connect with the company on Facebook, Instagram, LinkedIn, X and YouTube.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260612564781/en/
Sheri Savage, Chief Financial Officer of Ultra Clean Holdings (UCTT +3.88%), reported the sale of 14,421 directly-held common shares in multiple open-market transactions on June 4, 2026, according to a SEC Form 4 filing.
Transaction summaryMetricValueShares sold (direct)14,421Transaction value$1.3 millionPost-transaction shares (direct)66,476Post-transaction value (direct ownership)~$6.23 millionTransaction value based on SEC Form 4 weighted average reported price ($89.45); post-transaction value based on June 4, 2026 market close ($93.69).
Key questionsHow material was the sale relative to Savage's historical trading patterns?
This transaction's size (14,421 shares) is in line with the mean for Savage's previous open-market sales (~11,885 shares) and falls within the historical range of 3,337 to 18,027 shares reported since March 2024.What proportion of Savage's direct holdings was sold, and what capacity remains?
The sale accounted for 17.83% of her direct ownership, leaving 66,476 shares post-transaction, or approximately 48% of her position from March 2024, reflecting a measured reduction in line with declining available capacity.Were any derivative securities or indirect entities involved in the transaction?
No options were exercised or indirect holdings transacted; all shares sold were held directly, and Savage reported no post-sale indirect or derivative ownership.How does the sale price compare to prevailing market levels and performance?
The weighted average sale price of around $89.45 per share was below the June 4, 2026 closing price of $93.69 and the price of $108.90 as of June 12, 2026, with the stock up 345.3% year-over-year at the sale date.Company overviewMetricValuePrice (as of market close June 4, 2026)$93.69Market capitalization$4.88 billionRevenue (TTM)$2.07 billion1-year price change345.3%* 1-year performance calculated using June 4, 2026 as the reference date.
Company snapshotUltra Clean Holdings provides ultra-high purity subsystems, precision components, industrial automation equipment, and advanced cleaning and analytical verification services, primarily for the semiconductor manufacturing industry.The company generates revenue by manufacturing and delivering critical subsystems and process modules for semiconductor capital equipment, as well as by offering specialized cleaning and contamination analysis services.Its principal customers are original equipment manufacturers (OEMs) in the semiconductor sector, as well as integrated device manufacturers and clients in adjacent industries such as display, medical, energy, and research equipment.Ultra Clean Holdings operates at scale with over 6,700 employees and a global presence, supporting the semiconductor industry's demand for high-purity process solutions and contamination control.
The company differentiates itself through its comprehensive portfolio of precision-engineered products and mission-critical services, enabling semiconductor OEMs to maintain high yields and operational reliability. Its integrated offering and technical expertise position it as a key supplier within the semiconductor manufacturing value chain.
What this transaction means for investorsThe June 4 sale of Ultra Clean stock by company CFO Sheri Savage came at a time when shares were skyrocketing. Last June, the stock hit a 52-week low of $19.51. This June, it reached a high of $110.25. Given the dramatic turnaround in share price, it’s understandable Savage would sell at this time.
However, the disposition isn’t necessarily a cause for investor concern. Sheri Savage announced her intention to retire from the company in April. Moreover, after her sale, she retained over 66,000 shares, indicating she still maintains sizable equity in Ultra Clean Holdings.
The stock has soared thanks to artificial intelligence. The AI market is dependent on semiconductors, and as a result, customer demand has increased for Ultra Clean’s services.
The company reported revenue of $533.7 million in its fiscal first quarter ended March 27, up from the prior year’s $518.6 million. It anticipates sales to accelerate in its fiscal Q2 to a range of $565 million to $605 million, which helped to propel its stock upwards.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
A US Department of Justice (DOJ) investigation into the proposed Paramount Skydance acquisition of Warner Bros Discovery (WBD) has determined the merger is not likely to harm competition in the industry or be harmful to consumers.
SummaryCompaniesSpaceX allocated a record 20% of IPO shares for retail investorsRetail demand drove strong first-day trading, with SpaceX topping retail purchase rankingsMany retail investors received fewer shares than requested but expressed satisfaction and loyaltyNEW YORK, June 12 (Reuters) - Individual investors eager for a piece of SpaceX's (SPCX.O), opens new tabmega IPO on Friday scrutinized their e-mail inboxes and brokerage accounts to see just how big a slice of the pie they received - while others went straight to the open market to scoop them up on day one.
From the start, SpaceX and its underwriters had determined to set aside as much as 30% of the shares sold to the public in the IPO for retail investors. That meant that whipping up interest and buying orders from this group was crucial. Getting an allocation to the stock was competitive, and some retail investors just dived into the market to buy.
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"I'm very happy with what I managed to get," said Joseph Gutheinz, who retired from NASA as an investigator to practice law. Gutheinz did not think of trying to submit an IPO allocation request but managed to buy $100,000 of shares at $161 on Friday.
"It's a great investment," he said. "Win or lose, I'm happy to be invested at all."
Retail buying was one of the factors responsible for the pop in the price of SpaceX shares, which surged 19% on their first day of trading, said Art Hogan, investment strategist at B. Riley Wealth in Boston.
"This allocation to retail is far and away the highest I've ever seen in my decades on Wall Street," Hogan said. "It's the latest, greatest shiny object for retail investors to get into right now."
The deal became "the largest and most subscribed offering on our platform to date," said a spokesman for SoFi, one of the retail brokerages involved in the selling group. The spokesman added that all individuals who met SoFi's criteria received an allocation of the deal.
Net buying of SpaceX shares accounted for about 4% of all single-stock retail turnover on Friday, totaling $453 million and running at 3.5 times the pace of runner-up Nvidia (NVDA.O), opens new tab.
"Retail investors have shown up for SpaceX in a big way," said Vanda Research, a firm that tracks the activity of self-directed individual investors and that spent much of Friday monitoring trading in the high-profile IPO. In the first 20 minutes of trading, SpaceX shares had vaulted to second place in the ranks of most actively purchased stocks by retail investors and by mid-afternoon was in first place, dwarfing its rivals, Vanda reported.
ALLOCATIONS FALL SHORTAllocations, however, for some retail investors fell short of what they sought.
"Requested 250, received nothing," one of the rare disgruntled would-be investors reported on a Reddit chat devoted to figuring out who had received allocations. "Requested 555, got 10" and "requested 1,000, got 85," other Reddit posters noted.
SpaceX founder Elon Musk, whom the IPO has made the world's first trillionaire, pledged in 2024 that if any of his still-private companies went public in the future, he intended to make sure that retail investors, especially holders of his other public company, Tesla (TSLA.O), opens new tab, would have priority in accessing the new deal.
"Loyalty deserves loyalty," he said in a post on X at the time.
Already, some fans of Musk and SpaceX are providing further signs of their commitment and conviction.
Clint Sorenson, chief investment officer of Ascentis Asset Management, told Reuters he offered all of his firm's clients who had invested in SpaceX via private investment vehicles before the IPO the opportunity to hedge their exposure to the stock now that it is publicly traded. No one took him up on the idea, he said.
"Everyone wants to keep holding and celebrating right now; no one wants to even think of hedging their risk because they believe in the story so much," Sorenson said.
Reporting by Suzanne McGee in Providence, Rhode Island, Manya Saini, Akash Sriram and Laura Matthews in New York; Additional reporting by Manya Saini in Bengaluru and Tatiana Bautzer in New York; Editing by Megan Davies and William Mallard
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Akash reports on technology companies in the United States, electric vehicle companies, and the space industry. His reporting usually appears in the Autos & Transportation and Technology sections. He has a postgraduate degree in Conflict, Development, and Security from the University of Leeds. Akash's interests include music, football (soccer), and Formula 1.
Manya covers the most influential U.S. financial institutions, from Wall Street’s largest banks and card networks to leading asset managers and fintech companies. She also reports on late-stage venture capital fundraises, initial public offerings on U.S. exchanges and regulatory developments shaping the cryptocurrency industry. Her work appears across the finance, markets, business and future of money sections of the Reuters website. She holds a bachelor’s degree in political science from the University of Delhi and a master’s in journalism from the Symbiosis Institute of Media and Communication.
MIAMI, June 12, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs, a leader in thematic and leveraged exchange-traded funds, today announced that trading in shares of the Defiance Daily 2X Space ETF (Cboe BZX: SPCL) was temporarily halted by Cboe BZX Exchange, Inc. (the “Exchange”).
Trading was temporarily halted at 10:45 A.M. EDT today.
SPCL’s trading halt was the result of the Exchange exercising its broad discretionary authority to halt trading in a listed ETF, as authorized by Exchange rules. According to the Exchange, it currently anticipates lifting the temporary halt of trading in SPCL shares and resuming trading no earlier than Monday, June 15, 2026.
During this temporary halt, investors are advised that while shares of SPCL cannot be bought or sold on the secondary market, the underlying portfolio assets remain secure and are not impacted by this temporary halt of trading initiated by the Exchange.
Defiance ETFs believes the temporary halt of trading in SPCL shares was in response to today’s significant market price volatility surrounding SpaceX’s completion of its initial public offering, and the commencement of trading in shares of SpaceX Class A common stock on Nasdaq (NASDAQ: SPCX).
Defiance ETFs will issue an update as soon as the Exchange authorizes the resumption of trading in shares of SPCL. For real-time updates on the status of SPCL, please monitor the Exchange’s Issuer Portal (SPCL) or contact your financial advisor.
For full fund details, the prospectus, holdings, and performance current to the most recent month-end, visit defianceetfs.com/spcl or call 833.333.9383.
An investment in SPCL is not a direct investment in the underlying securities. The Fund is not suitable for all investors. The Fund is designed to be utilized only by knowledgeable investors who understand the potential consequences of seeking daily leveraged (2X) investment results, understand the risks associated with the use of leverage, and are willing to monitor their portfolios frequently. The Fund is not intended to be used by, and is not appropriate for, investors who do not intend to actively monitor and manage their portfolios. The Fund pursues daily leveraged investment objectives, which means it is riskier than alternatives that do not use leverage. The Fund magnifies the performance of the Target Portfolio and is designed strictly for short-term use. For periods longer than a single day, the Fund’s performance will be the result of compounded daily returns, which is very likely to differ from 200% of the return of the Target Portfolio over the same period. It is possible that investors could lose their entire principal within a single trading day.
Important Disclosures
Defiance ETFs LLC is the ETF sponsor. The Fund’s investment adviser is Tidal Investments LLC (“Tidal” or the “Adviser”).
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus and summary prospectus contain this and other important information and can be obtained by calling 833.333.9383 or by visiting defianceetfs.com/spcl. Please read the prospectus and summary prospectus carefully before investing.
An investment in the Fund involves a high degree of risk. An investor could lose the full principal value of his or her investment within a single day.
Strategy and Reconstitution Risk. The Fund is actively managed and, per its recently amended Prospectus, may reconstitute its portfolio to consist of exposure to a single Space Company security in response to a “Material Space Event” – defined to include an initial public offering of a company, such as SpaceX, which the Adviser determines to be a significant participant in the space economy. SpaceX’s IPO, a Material Space Event, will result in the Fund holding all or a predominant portion of its portfolio in instruments providing exposure to SpaceX shares, subjecting existing and future Shareholders to a substantially more concentrated and potentially more volatile investment portfolio due to such an event. Fund investment results following a reconstitution in response to a Material Space Event may differ materially from prior results and the Fund may as a result temporarily deviate from its daily targeted exposure level. The Fund’s prospectus does not require the Adviser to provide advance notice before a reconstitution; however, the Fund’s Target Portfolio is published daily on its website at www.defianceetfs.com/spcl.
An investment in the Fund is not an investment in SpaceX. The Fund seeks to obtain exposure to SpaceX Class A common stock, and to other Space Company securities, through derivatives, not by holding the underlying securities directly. Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security.
Focused Portfolio and Concentration Risk. The Fund may seek exposure to one or a limited number of Space Company securities, including SpaceX. Given the Fund’s exposure is concentrated in a one or a limited number of underlying stocks, such as SpaceX, the Fund is subject to the price movements, business results, regulatory developments, and other risks specific to SpaceX or other Space Companies. The Fund is significantly less diversified than traditional ETFs, and its performance is more volatile than a fund seeking exposure to a broader market sector or seeking to track a broad-based securities index.
Leverage, Compounding and Daily Reset Risk. The Fund seeks daily investment results equal to 200% of the daily performance of a Target Portfolio consisting of one or a limited number of Space Company securities, which may include or consistent entirely of SpaceX Class A common stock due to the Material Space Event. The Fund obtains exposure in excess of its net assets through leverage, which magnifies both gains and losses. The Fund’s returns over periods longer than a single day will likely differ, in amount and possibly direction, from its stated daily target. For periods longer than a single day, the Fund will lose money if its Target Portfolio performance is flat, and it is possible that the Fund will lose money even if its Target Portfolio’s performance increases. The Fund is intended for short-term use and is not appropriate for investors who do not intend to actively monitor and manage their portfolios.
Newly Public Company Risk. SpaceX has recently completed, or is in the process of completing, its initial public offering. The first day of trading in a newly public company’s securities frequently involves extraordinary market activity and may differ significantly from subsequent trading days. For example, trading in SpaceX common stock may be characterized by substantial price volatility, rapid price movements, significant differences between the IPO price and the opening market price, wide bid-ask spreads, trading imbalances, limited liquidity, trading halts, and other market disruptions. These conditions may make it difficult for market participants to value SpaceX common stock and may contribute to significant fluctuations in the market price of the Fund’s Shares.
SpaceX-Specific Risks. The Fund’s exposure to SpaceX stock will subject it to risks specific to SpaceX, including its expected status as a controlled company with voting power concentrated in founder Elon Musk through Class B common stock (10 votes per share), the Fund’s dependence on Mr. Musk’s services and reputation, and the execution risk associated with unproven or novel technologies such as the Starship program, next-generation Starlink satellites, and orbital AI initiatives.
Initial Trading Day IPO Exposure Risk. The Fund expects to seek exposure to the performance of SpaceX common stock measured from the opening market price of SpaceX common stock on its first day of exchange trading. The Fund will not seek to provide exposure to the difference between the IPO offering price and the opening market price of SpaceX common stock. There can be no assurance that the Fund will be able to obtain, maintain, or rebalance its desired level of exposure to the performance of SpaceX common stock during its in initial day of trading.
Derivatives Capacity Constraints Risk. Because SpaceX will be a newly public company, the markets for swap agreements, options contracts, and other instruments that the Fund may use to obtain leveraged exposure may be limited, illiquid, volatile, costly, or unavailable. Counterparties may impose exposure limits, exchanges may impose position limits or other restrictions, and market participants may be unwilling or unable to provide the Fund with the desired level of exposure. These constraints may increase tracking error, cause the Fund to return substantially less than its desired daily leveraged exposure to the performance of SpaceX stock, or prevent the Fund from achieving its investment objective. These risks may be particularly pronounced during the period immediately following an IPO, when trading volumes, liquidity conditions, derivatives availability, counterparty capacity, price discovery, and market volatility may be highly uncertain.
Derivatives and Non-Diversification Risk. The Fund uses swap agreements and/or listed options contracts to obtain economic exposure to its Target Portfolio securities, which are subject to counterparty, liquidity, valuation, correlation, and leverage risks, as well as the risk that a derivative will not perform as expected. The Fund is classified as non-diversified and may invest a larger portion of its assets providing exposure to a single issuer.
Tax Risk. The Fund’s use of swaps and other derivatives may produce taxable income, including ordinary income and short-term capital gains, which are generally taxable at higher rates than long-term capital gains.
Past performance does not guarantee future results. Fund holdings and exposures are subject to change at any time and should not be considered recommendations to buy or sell any security.
Defiance Daily 2X Space ETF is distributed by Foreside Fund Services, LLC.
About Defiance ETFs
Founded in 2018, Defiance is a leading ETF issuer specializing in thematic, income, and leveraged ETFs. Our first-mover leveraged single-stock ETFs empower investors to take amplified positions in high-growth companies, providing precise leverage exposure without the need to open a margin account.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/e7d44c46-c91a-4fa4-9361-fe178f1ad310
Defiance ETFs Announces Temporary Trading Halt of the Defiance Daily 2X Space ETF (SPCL) on Cboe BZX... Defiance ETFs, a leader in thematic and leveraged exchange-traded funds, today announced that tradin...
SpaceX completed its record-breaking IPO this past week, ending its first day up 19%. Beyond the headline deal, a handful of other sizable IPOs priced, and one major issuer joined the pipeline. Two IPOs are currently scheduled to list in the week ahead, although some smaller issuers may also join the calendar throughout the week.
Shares of SpaceX (SPCX +19.17%) surged on Friday after the rocket and satellite technology leader made its stock market debut.
Image source: The Motley Fool.
An epic IPO SpaceX's initial public offering (IPO) was perhaps the most highly anticipated trading event of the year. The Elon Musk-led space exploration company sought to raise a whopping $75 billion dollars to fund its audacious growth initiatives, which include placing data centers in low Earth orbit, building a city on the Moon, and, eventually, establishing a colony on Mars.
To raise that hefty sum, SpaceX sold more than 555 million shares of its stock to investors at an IPO price of $135 per share. Yet demand for the space titan's stock was through the roof, vastly exceeding supply.
SpaceX's stock price, in turn, opened at $150 per share when it debuted on the Nasdaq on Friday. It quickly rose as high as $176.52 before ending the trading day at $160.95. That closing price placed its market capitalization at a stunning $2.1 trillion.
Investors should brace for volatility While SpaceX's long-term plans are straight out of a sci-fi movie, its near-term goals will also require impressive technological execution. The space explorer intends to expand its popular Starlink satellite-based internet service, advance its aggressive rocket development timelines, and further its artificial intelligence (AI) infrastructure build-out.
In the coming days and weeks, shareholders should expect SpaceX's stock price to move violently in both directions, as investors react to what are likely to be breathtaking successes and heartbreaking failures as we embark on this space odyssey.
Longer term, SpaceX could reach unimaginable heights if it can fulfill its awesome growth potential.
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool recommends Nasdaq. The Motley Fool has a disclosure policy.
4:15pm: SpaceX launches into public markets Wall Street wrapped up the week on a positive note Friday, with investors cheering the blockbuster stock market debut of SpaceX.
The Dow Jones Industrial Average climbed 354 points, or 0.7%, to close at 51,202, while the S&P 500 gained 37 points, or 0.5%, to finish at 7,431. The Nasdaq Composite added 79 points, or 0.3%, ending the session at 25,889.
The day's biggest story was SpaceX, which surged 19% in its first day of trading after one of the most anticipated IPOs in market history. The stock closed near $161, well above its offering price, giving the company a market valuation of roughly $2.1 trillion and underscoring strong investor appetite for high-growth technology and space-related businesses.
The strong debut helped lift broader market sentiment and offset lingering concerns about volatility in the technology sector. By the closing bell, all three major indexes had posted gains, capping off a solid week for equities as investors embraced risk and welcomed a landmark addition to the public markets.
2:15pm: SpaceX keeps gaining SpaceX stock peaked around $175 a share just hours into trading but lost a little bit of ground during the afternoon, now sitting just below $170.
It still is the largest IPO ever, though.
1:05pm: Adobe beat overshadowed by CFO departure Adobe Inc (NASDAQ:ADBE) shares fell 6.7% on Friday after the software company cut its organic annual recurring revenue growth guidance, announced a surprise CFO departure, and signaled a shift toward freemium AI products that analysts say leaves key monetization questions unanswered.
The company reported fiscal second-quarter revenue of $6.62 billion, up 12.7% year-over-year and ahead of its guidance range, with non-GAAP earnings per share of $5.96 also beating forecasts.
But the results were overshadowed by a reduction in organic ARR growth guidance and the abrupt departure of CFO Dan Durn, who is leaving to become CFO of Marvell Technology.
"While the push for customer acquisition is likely the right strategy, it adds to the list of transition items and leaves AI monetization unanswered," Jefferies wrote, noting valuation is depressed but that it sees no near-term catalyst.
12:10pm: SpaceX opens at $150 SpaceX’s closely watched public debut is off to a flying start.
The stock, trading under $SPCX, opened at $150 after pricing its IPO at $135 — already signaling strong demand right out of the gate. Before the open, CNBC reported indications of a $175 launch price, underscoring just how heated expectations had become heading into the listing.
Since trading began, momentum has stayed firm. The shares have climbed to about $159.18, up roughly 18% in the first stretch of trading as investors pile into what is shaping up to be one of the most closely followed IPOs in years.
It’s a volatile but upbeat start, with early price action suggesting the market is still trying to find equilibrium after a heavily anticipated debut.
12:00pm: Risks to mega-IPOs: Holmes Three of the world’s most valuable private companies—SpaceX, Anthropic and OpenAI—are preparing to enter public markets in what could become one of the largest IPO waves in history.
“I’ve witnessed a lot of IPO cycles over my decadeslong career, and there are some risks,” U.S. Global Investors CEO Frank Holmes wrote earlier this week.
“(C)onsider that the companies bringing these IPOs to market, and the investment banks underwriting them, have every incentive to price them at the upper bound of what investors will pay. The runway for publicly-funded growth has to justify the valuation already baked in the price.
“For SpaceX specifically, that means believing not just in Starlink’s subscriber trajectory—which is genuinely impressive—but also in technologies that don’t exist yet, such as orbital data centers and Mars colonization. I look forward to seeing Elon Musk execute on two these fronts, but for now, the timeline is up in the air.”
Read more of what Holmes has to say about these trillion-dollar IPOs here.
11:00am: SpaceX indicative price auction The indicative opening price of SpaceX is falling, but still well above the $135 issue price.
Trading may begin around 12:30pm ET, some are saying, or maybe earlier, as the auction to decide the opening price continues.
Shares were recently indicated to open at around $162.5 each.
First indications were for a price of $174, then $171, then $170, then $168.75 before a bigger drop.
Don't forget, index and tracker funds for Nasdaq, Russell and FTSE indices have a 15-day deadline to buy shares.
An extra nugget within the SpaceX story is that Elon Musk, who owns about 42% of SpaceX, now looks like he is going to become the first dollar trillionaire.
10am: Whipsaw open after new Trump post on 'dishonest' Iran US stocks opened higher but solid gains were immediately wiped out after confusion emerged about the purported Iran peace deal.
The Nasdaq has whipsawed down 0.5%, the S&P is down 0.2% and the Dow Jones is up 0.1%, having opened up around 0.6% higher in initial trades.
President Donald Trump posted on social media just minutes after the opening bell: "The terms that Iran leaked out to the Fake News have NOTHING to do with the terms that were agreed to, in writing."
He says Tehran's statement is "dishonourable" and "bears no relation to the truth" and that "they better get their act together, and FAST".
Oil prices have also spiked back to where they were at midnight, with Brent back up to $89 a barrel.
In other news, SpaceX shares have been indicated to open at $171 in their Nasdaq debut, up from the $135 IPO price. An auction will take place before investors can trade the shares on the open market.
8am: US stock futures rise Wall Street is heading for a firmer open on Friday, with futures ticking higher as investors weigh President Donald Trump’s sudden shift on Iran and turn attention to a blockbuster market debut.
Dow futures are up 0.6%, while those for the S&P 500 and the Nasdaq futures are up 0.5%, extending Thursday’s strong gains. That rally came after Trump said planned US military strikes on Iran were cancelled and suggested a peace deal could be close, with the Nasdaq jumping 2.5%, the Dow up 1.9% and the S&P 500 gaining 1.8% as risk appetite returned.
Today, though, geopolitics looks set to fade into the background. All eyes are on the long-awaited IPO of SpaceX (NASDAQ:SPCX), which is expected to dominate trading.
Interactive Investor’s Richard Hunter said markets had already been buoyed by easing Middle East tensions, but added: “For the US there is only one show in town today.”
He pointed to an unusual listing process, including a fixed $135 share price, unusually broad retail access and a heavily marketed offering. The IPO is set to raise around $75 billion, valuing the company at roughly $1.75 trillion.
There is also likely to be structural demand from index funds. The Nasdaq has adjusted its rules to allow fast-track inclusion, meaning tracker funds will be forced buyers once the stock enters the benchmark. Hunter said that will create “significant additional buying pressure” as investors assess how large a weighting SpaceX will carry from day one.
Meanwhile, other global markets have joined in on the rally on hopes that a peace deal between the US and Iran could be sealed this weekend.
In London, the FTSE 100 is off its early highs but is still 1.2% firmer. In Frankfurt, the DAX has gained 1.7%, while the Paris CAC 40 is up 1.9%.
In Asia, Tokyo's Nikkei 225 rose 2.8%, Hong Kong's gained 1.9%, and Shanghai's SSE Composite added 1.1%. Seoul's Kospi jumped 4.6% as foreign investors tucked into South Korean shares, including Samsung Electronics (KRX:005930) and SK Hynix, after a 35-day absence. Sydney's ASX 200 closed 2% higher.
Consolidated Edison remains a buy, offering a 3.3% yield, a 52-year dividend growth streak, and modest undervaluation versus intrinsic value. ED reaffirmed 2026 adjusted EPS guidance of $6.00–$6.20, with sell-side upgrades and projected steady earnings growth above 7% for FY 2026. Valuation supports upside: applying an 18.75x P/E to $6.25 normalized EPS yields a $117 target, above current levels, with a PEG ratio below the historical mean.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of WDAY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
AppLovin demonstrates robust revenue growth, up 59% YoY in Q1'26, driven by AI-powered ad efficiency and expanding beyond gaming. AI enhancements and self-service ad platforms, including AI video generation, are structurally improving conversion rates and monetization opportunities for APP. Morgan Stanley sets a bullish $1,100 price target, citing conversion rate expansion as a key revenue driver, though current evidence suggests this optimism may be premature.
VANCOUVER, BC / ACCESS Newswire / June 12, 2026 / BTU METALS CORP. ("BTU" or the "Company") (TSXV:BTU)(OTCQB:BTUMF) is announces that on June 3rd, 2026 the Company announced that it had entered into a definitive agreement to acquire a 100% interest in the Dixie East Block 3 Project (the "Project" or the "Property"), located approximately 6 kilometres east of the Kinross-owned Great Bear Project in the eastern part of the Red Lake District, Ontario. The newly acquired claim package is directly adjacent to the Kinross and BTU Dixie Halo Project and further augments the Company's strategic land position in one of Canada's most active and prospective gold exploration districts. The new acquisition brings the Company's total Dixie East Project strike coverage to approximately 17 kilometres.
The Company would like to add that there were 6 claims acquired in the transaction and no finder's fees were paid in relation to the transaction.
Qualified Person
Bruce Durham, P.Geo., Vice President Exploration of the Company, is a Qualified Person as defined by National Instrument 43-101 - Standards of Disclosure for Mineral Projects and has reviewed and approved the scientific and technical information in this news release. Mr. Durham has verified the technical information disclosed herein through a review of historical exploration records, publicly available information relating to adjacent properties, and regional geological datasets relevant to the Dixie East Project.
About BTU
BTU Metals Corp. is a junior mining exploration company. BTU's primary assets are the Dixie Halo Project located in Red Lake, Ontario (operated by Kinross) immediately adjacent to the Kinross Great Bear Project and its gold and critical minerals properties in the active Wawa gold district. The Company continues to look to acquire high quality exploration projects to add to its portfolio for the benefit of its stakeholders. The Company has no debt and minimal property obligations.
Trading in the securities of the Company should be considered highly speculative. No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein. Neither the TSX-V nor its Regulation Services Provider (as that term is defined in the policies of the TSX-V) accepts responsibility for the adequacy or accuracy of this release.
Forward-Looking Statements
This news release contains certain "forward-looking information" within the meaning of applicable Canadian securities laws that are based on expectations, estimates and projections as at the date of this news release. The information in this release about future plans and objectives of the Company is forward-looking information. Other forward-looking information includes but is not limited to information concerning: the intentions, plans and future actions of the Company.
Any statements that involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, assumptions, future events or performance (often but not always using phrases such as "expects", or "does not expect", "is expected", "anticipates" or "does not anticipate", "plans", "budget", "scheduled", "forecasts", "estimates", "believes" or "intends" or variations of such words and phrases or stating that certain actions, events or results "may" or "could", "would", "might" or "will" be taken to occur or be achieved) are not statements of historical fact and may be forward-looking information and are intended to identify forward-looking information.
This forward-looking information is based on reasonable assumptions and estimates of management of the Company at the time it was made, and involves known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Company to be materially different from any future results, performance or achievements expressed or implied by such forward-looking information. Such factors include, among others: risks relating to the global economic climate; dilution; future capital needs and uncertainty of additional financing; the competitive nature of the industry; currency exchange risks; the need for the Company to manage its planned growth and expansion; the effects of product development; protection of proprietary rights; the effect of government regulation and compliance on the Company and the industry; reliance on key personnel; global economic and financial market deterioration impeding access to capital or increasing the cost of capital; and volatile securities markets impacting security pricing unrelated to operating performance. The Company has also assumed that no significant events occur outside of the normal course of business. Although the Company has attempted to identify important factors that could cause actual results to differ materially, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such statements will prove to be accurate as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking information. The Company undertakes no obligation to revise or update any forward-looking information other than as required by law.
CHICAGO--(BUSINESS WIRE)--ComEd crews continue restoring power to customers impacted by multiple rounds of severe storms that moved through northern Illinois beginning Wednesday afternoon. With the most volatile weather now past the region, crews are focused on completing repairs and restoring service to remaining pockets of customers affected by storm damage. Multiple bands of severe weather brought intense rain, frequent lightning and high wind gusts, causing significant damage to ComEd's pow.
Main Street Capital is upgraded to 'Strong Buy' as shares trade at 1.56x NAV, below historical midpoints. MAIN's internally managed structure, NAV compounding, and focus on lower middle market businesses drive superior long-term performance and dividend safety. Portfolio exposure to tech and AI disruption is minimal (
Blue Owl Capital is downgraded to a sell due to persistent earnings declines, thin dividend coverage, and limited new investment activity. OBDC trades at a steep 22.5% discount to NAV, yet lacks near-term growth catalysts and faces ongoing NAV deterioration. The portfolio's heavy software exposure and elevated risk from AI disruption raise concerns about future non-accruals and earnings stability.
Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of GoDaddy Inc. (NYSE: GDDY) resulting from allegations that GoDaddy may have issued materially misleading business information to the investing public.
So What: If you purchased GoDaddy securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
What to do next: To join the prospective class action, go to https://rosenlegal.com/cases/godaddy-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
What is this about: Rosen Law Firm is investigating potential civil securities claims.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. At the time Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
CoreWeave (CRWV +5.02%) stock ended this week's trading on a bullish note, climbing 5% in Friday's trading. The S&P 500 rose 0.5% in the day's trading, and the Nasdaq Composite closed out the day up 0.3%.
CoreWeave's valuation moved higher today in conjunction with bullish dynamics lifting the broader market. The company's share price also got a boost from news that the stock will be added to the Nasdaq-100 index.
Image source: Getty Images.
CoreWeave stock rose in a green day for the market After some big sell-offs earlier in the week, the stock market saw broad bullish momentum on Friday. Stocks rose on news that the U.S. and Iran could soon finalize terms to end their conflict.
CoreWeave stock also got a boost from the strong valuation gains that SpaceX saw following its initial public offering (IPO). The space tech company sold its first tranche of publicly available stock at $135 per share, and its share price ended the day at $160.95 -- good for a 19.2% gain in its first day of trading. Strong valuation gains for SpaceX helped support the case for bullish sentiment on growth stocks overall, and CoreWeave moved higher amid the trend.
Today's Change
(
5.02
%) $
4.81
Current Price
$
100.55
CoreWeave is joining the Nasdaq-100 index News hit today that CoreWeave is set to be included in the Nasdaq-100 index. With the company joining the index, CoreWeave will also be included in exchange-traded funds (ETFs) that track the Nasdaq-100. The inclusion means that funds tracking the Nasdaq-100 will be buying CoreWeave stock, which is a bullish catalyst for its share price.
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
On June 12, 2026, OneSpaWorld Holdings Ltd OSW shares rose 4.0% today, bringing the current price to $25.79. The stock has experienced notable price performance, with a 52-week range between $18.43 and $25.99.
GF Value™ verdict: Current price of $25.79 is 30.6% above the GF Value™ of $19.75.GF Score™: 86/100 (Strong), indicating the stock has favorable characteristics for potential long-term returns.Most notable signal: Insider activity shows that insiders sold $4.8M in the last 3 months, with no buying activity. Is OSW Overvalued or Undervalued? The current price of OneSpaWorld Holdings Ltd OSW at $25.79 is significantly above the GF Value™ estimate of $19.75, indicating that the stock is overvalued by 30.6%. This overvaluation suggests a lack of margin of safety for investors considering entry points at this level. The GF Valuation label of "Significantly Overvalued" corroborates this finding, as it emphasizes the risks associated with investing in a stock priced considerably higher than its intrinsic value.
Investors should be cautious, as the overvaluation implies that any adverse market conditions or disappointing earnings reports could lead to a significant correction in the stock price. The lack of a margin of safety makes it essential for potential investors to closely monitor the company’s performance and market developments before making investment decisions.
How Does OSW's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 34.4x 32.1x Forward P/E 22.8x N/A The current P/E (TTM) of 34.4x is 7% above its 5-year median of 32.1x, indicating that the stock is trading at a premium compared to its historical valuation. This P/E analysis aligns with the GF Value™ verdict of "Significantly Overvalued," reinforcing the notion that OSW's current valuation is not supported by its historical performance metrics.
What Does OSW's GF Score™ Tell Us? Metric Rating GF Score™ 86 Financial Strength 8/10 Profitability 7/10 Growth 8/10 Valuation 5/10 Momentum 10/10 The GF Score™ of 86/100 indicates that OneSpaWorld Holdings Ltd possesses strong fundamentals across several key metrics. The strongest areas include Financial Strength (8/10) and Growth (8/10), suggesting that the company is in a solid position and has room for future expansion. However, the Valuation Rank of 5/10 highlights that the current market price is not justified by its intrinsic value, indicating a potential concern for investors. The Momentum Rank of 10/10 reflects the stock's recent strong performance, but it may be unsustainable given the overvaluation.
What Are Insiders Doing with OSW Stock? Recent insider activity reveals that insiders have sold $4.8 million worth of shares in the last three months without any buying activity. This trend can often signal a lack of confidence in the stock's future performance or an indication that insiders believe the stock is overvalued at current levels. The absence of insider buying further supports the notion that the current price may not be justified, adding to the caution investors should exercise when considering OSW stock.
What This Means for Investors Based on the GF Value™ assessment, OneSpaWorld Holdings Ltd OSW is currently overvalued. Investors should be aware of the significant premium above its intrinsic value and the associated risks of potential price corrections.
For the complete analysis, visit the OneSpaWorld Holdings Ltd OSW stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is OSW's GF Score™?
The GF Score™ for OneSpaWorld Holdings Ltd is 86/100, indicating strong fundamentals and the potential for higher long-term returns.
Is OSW overvalued or undervalued?
OSW is currently overvalued, with a GF Value™ of $19.75 compared to its current price of $25.79, representing a 30.6% overvaluation.
What is OSW's P/E ratio?
The current P/E (TTM) ratio for OSW is 34.4x, which is above its 5-year median of 32.1x, indicating that the stock is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].