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Tech Enthusiasm Catapults Korean Stocks to New Record
The Wall Street Journal124d agoneutral
Tech Enthusiasm Catapults Korean Stocks to New Record

The benchmark index crossed the 7,000 mark for the first time ever, largely thanks Samsung Electronics, one of the world’s largest memory-chip makers and a heavyweight in the index. Samsung’s shares climbed more than 14%, ushering the company into the rarefied club of companies with a market valuation of more than $1 trillion. Samsung said during its earnings call last week that its production capacity was already fully sold out for this year.

IAU Returned 42% in a Year of Sticky Inflation. Here’s Why Allocators Are Reconsidering Gold
24/7 Wall St.124d agoneutral
IAU Returned 42% in a Year of Sticky Inflation. Here’s Why Allocators Are Reconsidering Gold

Gold has done exactly what its defenders promised over the past year, and the numbers explain why allocators are revisiting the metal as a real portfolio building block. iShares Gold Trust (NYSEARCA:IAU) returned 42% in the twelve months through May 1, 2026, a stretch that overlapped with sticky core inflation, three Federal Reserve rate cuts, ... IAU Returned 42% in a Year of Sticky Inflation. Here’s Why Allocators Are Reconsidering Gold

Memory Makers Are the Hottest Thing in Tech. Are They Making Too Much Money?
The Wall Street Journal124d agoneutral
Memory Makers Are the Hottest Thing in Tech. Are They Making Too Much Money?

Profits have never been a sure thing in the volatile industry. Memory chip makers Micron Technology and Sandisk as well as hard-drive makers Seagate and Western Digital have all produced annual operating losses at least once in just the last three years. Sandisk and Micron are now generating around 80 cents of gross profit for every dollar of revenue.

Emerson Electric (EMR) Valuation Check After Solid Second Quarter Earnings And Guidance Update
Simply Wall St.124d agoneutral
Emerson Electric (EMR) Valuation Check After Solid Second Quarter Earnings And Guidance Update

Why Emerson Electric’s latest quarter matters for investors Emerson Electric (EMR) has investors’ attention after reporting second quarter earnings that included year over year growth in sales and net income, alongside a modest increase in full year guidance. For the quarter ended March 31, 2026, Emerson Electric reported sales of US$4,562 million compared with US$4,432 million a year earlier. Net income was US$618 million versus US$485 million, with basic and diluted earnings per share from...

Coupang Q1 Earnings Call Highlights
MarketBeat124d agoneutral
Coupang Q1 Earnings Call Highlights

Coupang (NYSE:CPNG) executives told investors the company is seeing steady improvement in customer activity following a data incident that weighed on late 2025 results, while near-term profitability remains pressured by one-time customer vouchers and temporary network underutilization. Recovery tre

Cameco Q1 Earnings Call Highlights
MarketBeat124d agoneutral
Cameco Q1 Earnings Call Highlights

Cameco (NYSE:CCJ) executives said first-quarter 2026 results were in line with the company’s annual plan and reiterated full-year guidance, while offering extensive commentary on the outlook for nuclear power, uranium contracting, and growth opportunities tied to Westinghouse’s AP1000 reactor techno

Peabody Energy Q1 Earnings Call Highlights
MarketBeat124d agoneutral
Peabody Energy Q1 Earnings Call Highlights

Peabody Energy (NYSE:BTU) executives highlighted stronger-than-expected thermal performance, improving seaborne market conditions, and a detailed remediation plan at its Centurion metallurgical operation during the company’s first-quarter 2026 earnings call. Management also discussed early-stage dev

How High Will Intel Stock Go?
The Wall Street Journal124d agoneutral
How High Will Intel Stock Go?

After another dizzying rally yesterday, Intel shares closed at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.

Risk On Again — Heard on the Street Tuesday Recap
The Wall Street Journal124d agoneutral
Risk On Again — Heard on the Street Tuesday Recap

Oil prices slipped and stocks advanced on hopes that the U.S. and Iran can avoid resuming their full-scale war. The United Arab Emirates said it was intercepting new attacks from Iran hours after the U.S. said Iran's latest military actions didn't rise to the level of violating the cease-fire. U.S. officials sought to play down the events of the past 24 hours, including Iran’s targeting of American warships and attacks on other vessels in the Strait of Hormuz.

Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club
Bloomberg124d agoneutral
Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club

(Bloomberg) -- Samsung Electronics Co.’s market valuation topped $1 trillion after shares in the world’s largest memory maker more than quadrupled over the past year on booming demand for the chips used in artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysAnthropic Unveils AI Agents to Field Financial Services TasksUS Says Offensive Phase of Iran War Over as Ship Hit in StraitTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite H

Aptiv Q1 Earnings Call Highlights
MarketBeat124d agoneutral
Aptiv Q1 Earnings Call Highlights

Aptiv (NYSE:APTV) reported first-quarter 2026 results alongside the completion of a major portfolio shift, after the company separated its Electrical Distribution Systems (EDS) business into a newly independent public company, Versigent. Executives said the move sharpens Aptiv’s focus on advanced so

BigBear.ai Q1 Earnings Call Highlights
MarketBeat124d agoneutral
BigBear.ai Q1 Earnings Call Highlights

BigBear.ai (NYSE:BBAI) executives highlighted stronger gross margins, growing backlog and recent contract wins in national security and travel and trade markets during the company’s first-quarter 2026 earnings call, while maintaining its full-year revenue outlook. Strategy centered on national secu

Infineon lifts 2026 outlook as AI demand boosts growth prospects
Reuters124d agoneutral
Infineon lifts 2026 outlook as AI demand boosts growth prospects

Infineon Technologies raised its full-year guidance on Wednesday as ‌demand for power supply solutions for ‌AI data centers surged and automotive order intake improved, ​joining a wave of chipmakers benefiting from AI infrastructure spending. The German chipmaker, which provides parts for automotive, power and security systems, posted ‌second-quarter revenue of ⁠3.81 billion euros ($4.47 billion), up 6% from the same quarter a year ⁠earlier. Infineon now expects revenue to rise significantly year-on-year for fiscal 2026, up from a ​previous forecast ​of moderate growth.

Arista Networks Q1 Earnings Call Highlights
MarketBeat124d agoneutral
Arista Networks Q1 Earnings Call Highlights

Arista Networks (NYSE:ANET) reported fiscal first-quarter 2026 results for the period ended March 31, 2026, with management pointing to continued momentum in cloud, AI networking, and enterprise, while also flagging supply constraints and related cost pressures that could weigh on margins. Q1 reven

AMC Entertainment Q1 Earnings Call Highlights
MarketBeat124d agoneutral
AMC Entertainment Q1 Earnings Call Highlights

AMC Entertainment (NYSE:AMC) reported what Chairman and CEO Adam Aron called its “best Adjusted EBITDA first quarter result since 2019 pre-pandemic,” highlighting a $96 million year-over-year improvement as box office trends strengthened and per-patron economics hit records. First-quarter performan

Fed Policy, Higher Energy Prices, and the Road Ahead
MoneyShow124d agoneutral
Fed Policy, Higher Energy Prices, and the Road Ahead

One big surprise coming out of last week’s unusual press conference by Fed Chairman Jay Powell was his decision to remain on the Federal Open Market Committee (FOMC) as a Governor after Kevin Warsh takes over this month. That sets up an interesting dynamic for the Fed going forward, writes Louis Navellier, founder and chairman of Navellier & Associates.