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Salesforce (CRM) Dropped Nearly 20% Due to AI Disruption Concerns
Insider Monkey88d agobearish
Salesforce (CRM) Dropped Nearly 20% Due to AI Disruption Concerns

Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance […]

A $10.2 Billion Hidden AI Revenue Stream Most Investors Are Missing
24/7 Wall St.88d agobearish
A $10.2 Billion Hidden AI Revenue Stream Most Investors Are Missing

There’s a line item sitting on Caterpillar’s financials that does not look like an AI story at first glance. According to Stephen Morris and Andrew Sather on The Investing for Beginners Podcast, Caterpillar generated $10.2 billion in sales last year from generators sold to data centers. That’s the part of the bull case I keep ... A $10.2 Billion Hidden AI Revenue Stream Most Investors Are Missing

BofA Cuts PT on Boston Scientific Corporation (BSX) Over Worries for Medtech
Insider Monkey88d agobearish
BofA Cuts PT on Boston Scientific Corporation (BSX) Over Worries for Medtech

Boston Scientific Corporation (NYSE:BSX) is one of the best medical stocks to invest in according to billionaires. BofA cut the price target on Boston Scientific Corporation (NYSE:BSX) to $68 from $105 on May 18, reaffirming a Buy rating on the shares. The firm told investors that after having hosted 34 medtech companies last week in […]

Morgan Stanley Cuts PT on Equinor ASA (EQNR) Following Q1 Results
Insider Monkey88d agobearish
Morgan Stanley Cuts PT on Equinor ASA (EQNR) Following Q1 Results

Equinor ASA (NYSE:EQNR) is one of the best commodity stocks to buy for the supercycle. Morgan Stanley cut the price target on Equinor ASA (NYSE:EQNR) to NOK 376 from NOK 388 on May 12, maintaining an Equal Weight rating on the shares. The rating update came after the company reported its fiscal Q1 2026 financial results, […]

SSR Mining Inc. (SSRM) Sells 20% Equity Interest in Hod Maden
Insider Monkey88d agobearish
SSR Mining Inc. (SSRM) Sells 20% Equity Interest in Hod Maden

SSR Mining Inc. (NASDAQ:SSRM) is one of the best commodity stocks to buy for the supercycle. SSR Mining Inc. (NASDAQ:SSRM) announced on May 18 its entry into a definitive agreement with Lidya Mines to sell its 20% ownership stake and its operatorship position in the Hod Maden development project for an uncapped 4.0% net smelter […]

Ferrari stock falls after unveiling of Luce, a new $640,000 EV designed by Jony Ive
Yahoo Finance88d agobearish
Ferrari stock falls after unveiling of Luce, a new $640,000 EV designed by Jony Ive

The Luce EV arrived in Rome on Monday night, making a big statement as Ferrari's first fully-electric car. Featuring a design vastly different from the Italian automaker's current offerings, the company argues change was needed for the first "electric Ferrari," with a new market, new clients in focus, and price touching $640,000.

The Stock Market Is at a 40-to-1 CAPE Ratio Seen Only Twice Before. 1929 and 1999 Preceded Crashes.
24/7 Wall St.88d agobearish
The Stock Market Is at a 40-to-1 CAPE Ratio Seen Only Twice Before. 1929 and 1999 Preceded Crashes.

Although the S&P 500 has climbed roughly 9% year to date and about 28% over the past year, Wall Street is now sitting on a valuation signal it has only ever flashed twice before. Tom Bilyeu, speaking on the Impact Theory show, said there have only been two other times in history when the cyclically-adjusted ... The Stock Market Is at a 40-to-1 CAPE Ratio Seen Only Twice Before. 1929 and 1999 Preceded Crashes.

3 Cash-Producing Stocks That Fall Short
StockStory88d agobearish
3 Cash-Producing Stocks That Fall Short

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Ferrari Stock Drops After the Supercar Maker Reveals Its First EV
Barrons.com88d agobearish
Ferrari Stock Drops After the Supercar Maker Reveals Its First EV

Ferrari is going electric, and that’s a worry for Wall Street. Former Apple chief design officer Jony Ive helped create the car, which Ferrari said would sell for a starting price of 550,000 euros ($640,000). Ferrari collector Luc Poirier told Barron’s last year that the technology felt “almost like a gimmick.”

Starbucks sales tumble in South Korea over 'Tank Day' backlash
Reuters Videos88d agobearishVIDEO
Starbucks sales tumble in South Korea over 'Tank Day' backlash

<body><p>STORY: Starbucks faces a "very significant" drop in sales in South Korea after a public outcry over its 'Tank Day' tumbler marketing campaign.</p><p>That's according to an official from operator Shinsegae Group.</p><p>The retailer, whose subsidiary E-Mart owns the coffee chain in South Korea, has faced mounting criticism after the promotional campaign was launched on the anniversary of 1980's May 18 Gwangju Uprising.</p><p>:: Archive</p><p>That event saw the country's then military government deploy&nbsp;troops and tanks to suppress pro-democracy demonstrations, leaving hundreds dead or missing.</p><p>According to the official,&nbsp;Starbucks Korea's e-commerce team organized the campaign and received final approval from team leaders and executives.</p><p>On Tuesday, Shinsegae Group chairman Chung Yong-jin made a public apology.</p><p>&nbsp;"I take it very seriously that Starbucks Korea's inappropriate marketing hurt and angered many people. I won’t make any excuse. I will take all responsibility for the incident. It is my fault. All members of Shinsegae Group, including myself, will remember our society's history and sacrifices, and always deeply understand and respect the hearts of the people.”</p><p>Shares in Shinsegae were down over 2% by midafternoon in Seoul, though E-Mart saw gains.&nbsp;</p><p>The parent company fired the head of Starbucks Korea last week after apologizing over the campaign.</p><p>Starbucks Global also apologized and said an investigation had begun.</p></body>

Shopify Lawsuit In Australia Puts Platform Risk And Valuation In Focus
Simply Wall St.88d agobearish
Shopify Lawsuit In Australia Puts Platform Risk And Valuation In Focus

Shopify (NasdaqGS:SHOP) is being sued in Australia by a poster designer who claims the company failed to remove alleged copyright infringing "ghost stores" from its platform. The lawsuit focuses on Shopify's handling of infringement notices and its processes for dealing with suspected intellectual property violations. The case highlights questions about marketplace liability and how rigorously ecommerce platforms enforce content and store policies. Shopify runs a global ecommerce platform...

Moomoo Parent Futu Crashes 28% After China Proposes $271 Million Penalty Over Alleged Unlicensed Operations
Benzinga88d agobearish
Moomoo Parent Futu Crashes 28% After China Proposes $271 Million Penalty Over Alleged Unlicensed Operations

Futu Holdings Ltd.‘s (NASDAQ:FUTU) stock plummeted on Friday following news of an investigation and massive proposed penalties by Chinese regulators, striking a blow to the digital brokerage. Unlicensed Trading Operations Shares of Futu Holdings, the online financial services giant behind the popular Moomoo and Futubull trading platforms, crashed nearly 28% on the Nasdaq. The stock closed near its 52-week low of $80.50, at $89.76, after the Hong Kong-headquartered company disclosed it had "recei

Boston Scientific Recalls Test Cardiac Device Quality And Investor Confidence
Simply Wall St.88d agobearish
Boston Scientific Recalls Test Cardiac Device Quality And Investor Confidence

Boston Scientific (NYSE:BSX) has initiated two voluntary recalls of its LUX-Dx II arrhythmia detector and alarm devices. The recalls follow FDA enforcement reports citing failures in data collection and monitoring of critical cardiac events for certain patients. Issues include discrepancies in device programming interfaces that affect reliability of arrhythmia monitoring and treatment decisions. The recalls are ongoing and affect patients and clinicians in multiple regions, including the US...

Is It Time To Revisit Disney (DIS) After A Five Year Share Price Slump?
Simply Wall St.88d agobearish
Is It Time To Revisit Disney (DIS) After A Five Year Share Price Slump?

Wondering whether Walt Disney stock at around US$103 still lines up with the story you have in mind for the company, or if the price now suggests a very different opportunity or risk profile. The stock is roughly flat over the past month with a 0.4% gain, after a decline of 7.9% year to date and a 5.1% decline over the past year, which contrasts with a 19.4% gain over three years and a 41.0% decline over five years. Recent coverage has focused on Walt Disney's ongoing efforts to balance its...

Does Trump Media & Technology Group (DJT) Now Reflect Its Value After A 69% One Year Fall?
Simply Wall St.88d agobearish
Does Trump Media & Technology Group (DJT) Now Reflect Its Value After A 69% One Year Fall?

If you are wondering whether Trump Media & Technology Group's current share price really reflects what the business is worth, the starting point is to look closely at how the stock is being valued today. The stock last closed at US$7.95, with the share price down 3.9% over the past week, 15.0% over the past month and 42.3% year to date, and down 69.1% over the past year. These moves may change how you think about both risk and potential upside. Recent headlines around Trump Media &...

Eric Trump has a stark message on selling Bitcoin
TheStreet88d agobearish
Eric Trump has a stark message on selling Bitcoin

During Strategy's (NASDAQ: MSTR) Q1 2026 earnings call on May 5, Michael Saylor, the company's executive chairman, said something that shook crypto maximalists. "We will probably sell some Bitcoin to pay a dividend just to inoculate the market and send the message that we did it," Saylor ...

Santa Clara Lawsuit Tests Meta’s AI Ad Model And Governance Balance
Simply Wall St.88d agobearish
Santa Clara Lawsuit Tests Meta’s AI Ad Model And Governance Balance

Santa Clara County filed a civil lawsuit against Meta Platforms (NasdaqGS:META), accusing it of knowingly profiting from scam ads that use AI systems. The suit targets Meta's advertising practices and claims the company prioritizes revenue over user safety. Alleged victims include seniors and small businesses that were defrauded through sophisticated scam campaigns. The case seeks financial penalties and broad changes to how Meta screens and serves ads on its platforms. Meta Platforms, the...

Litigation Windfall Driving Roivant Sciences’ Profit Swing Might Change The Case For Investing In Roivant Sciences (ROIV)
Simply Wall St.89d agobearish
Litigation Windfall Driving Roivant Sciences’ Profit Swing Might Change The Case For Investing In Roivant Sciences (ROIV)

In May 2026, Roivant Sciences reported fourth-quarter 2026 results showing sales of US$2.52 million, a swing to quarterly net income of US$302.99 million, and full-year 2026 sales of US$8.26 million alongside a wider annual net loss of US$299.77 million. The earnings were heavily influenced by a US$770.2 million litigation settlement gain linked to Genevant’s US$2.25 billion global patent settlement with Moderna, highlighting how non-operating items and asset monetization can meaningfully...

Bloomberg89d agobearish
Ferrari Rolls Out Five-Seat Fully Electric Car in Brand First

(Bloomberg) -- Ferrari NV unveiled its first fully electric car, a five-seat model priced at €550,000 ($640,000) that marks a sharp break from the sports-car maker’s fuel-burning heritage.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Urani

Arm Holdings plc (ARM) to Face US Antitrust Probe over Chip Tech, Bloomberg News Reports
Insider Monkey89d agobearish
Arm Holdings plc (ARM) to Face US Antitrust Probe over Chip Tech, Bloomberg News Reports

Arm Holdings plc (NASDAQ:ARM) is one of the 10 Best Performing Quantum Computing Stocks So Far in 2026. On May 16, Reuters, citing Bloomberg News, reported that Arm Holdings plc (NASDAQ:ARM) faces a US antitrust probe, with the Federal Trade Commission investigating its semiconductor licensing practices. The Federal Trade Commission is examining whether Arm Holdings […]

US Stock Futures Gain as Crude Oil Drops on Iran: Markets Wrap
Bloomberg89d agobearish
US Stock Futures Gain as Crude Oil Drops on Iran: Markets Wrap

(Bloomberg) -- Global stocks rose to record highs as crude oil fell after officials signaled the US was nearing a deal with Iran to reopen the Strait of Hormuz and restore oil flows. The dollar weakened.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps