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FedEx (FDX) Could Be 10% Undervalued On Fresh Financing And Strong Q4 Results
Simply Wall St.12d agoneutral
FedEx (FDX) Could Be 10% Undervalued On Fresh Financing And Strong Q4 Results

FedEx (FDX) has put fresh financing tools in place by filing an omnibus shelf registration for common stock and debt securities, shortly after reporting fourth quarter fiscal 2026 results that surpassed earnings and revenue estimates. See our latest analysis for FedEx. The FedEx share price closed at US$314.96, with the 1-year total shareholder return of 63.96% standing in contrast to a 90-day share price return that has fallen 18.82%. This suggests strong longer term gains but fading recent...

First Solar (FSLR) Lawsuits Put Valuation Back In Focus Following Tariff Questions
Simply Wall St.12d agobearish
First Solar (FSLR) Lawsuits Put Valuation Back In Focus Following Tariff Questions

First Solar (FSLR) is back in focus after multiple securities class action lawsuits accused the company of misrepresenting its ability to handle tariffs and operational shifts across international production sites, with investors now reassessing the stock’s recent slide. See our latest analysis for First Solar. At a share price of $202.82, First Solar has seen short term momentum fade, with the share price down 18.34% over the past 30 days but still showing a 5 year total shareholder return...

Bloomberg12d agoneutral
Nvidia to Invest $1 Billion in Naver and Expand SK Group Accord

(Bloomberg) -- Nvidia Corp. will invest $1 billion in Naver Corp. to help finance an AI data center under construction in South Korea, adding to a frenzy of deals by the world’s most valuable company.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers i

General Motors (GM) Lifts 2026 Outlook: Is GM Stock Still a Buy?
Insider Monkey12d agobullish
General Motors (GM) Lifts 2026 Outlook: Is GM Stock Still a Buy?

General Motors Co (NYSE:GM) raised its full-year profit outlook even as it continues to navigate a challenging global operating environment characterized by tariffs, rising energy costs and inflationary pressures. The company hiked its profit outlook by $500 million to between $14 and $16 billion. The hike signals confidence that consumer demand will remain strong despite […]

Himax, Teradyne, Entegris, IPG Photonics, and Penguin Solutions Shares Plummet, What You Need To Know
StockStory12d agoneutral
Himax, Teradyne, Entegris, IPG Photonics, and Penguin Solutions Shares Plummet, What You Need To Know

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

Lattice Semiconductor, Allegro MicroSystems, Monolithic Power Systems, Marvell Technology, and MACOM Shares Are Falling, What You Need To Know
StockStory12d agobearish
Lattice Semiconductor, Allegro MicroSystems, Monolithic Power Systems, Marvell Technology, and MACOM Shares Are Falling, What You Need To Know

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

Amtech, Semtech, Nova, Power Integrations, and FormFactor Shares Are Falling, What You Need To Know
StockStory12d agobearish
Amtech, Semtech, Nova, Power Integrations, and FormFactor Shares Are Falling, What You Need To Know

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

Is Inflation Ebbing? Not According to This Business Ratio
Barrons.com12d agoneutral
Is Inflation Ebbing? Not According to This Business Ratio

The business inventory-to-sales ratio has declined to the lowest level since 2021, suggesting inflation may be even stickier than expected. Plus, investment newsletter commentary on small-caps, AI spending, and the gold market’s nasty message for bonds.

Micron, onsemi, Seagate, Western Digital, and Vishay Intertechnology Shares Are Falling, What You Need To Know
StockStory12d agobearish
Micron, onsemi, Seagate, Western Digital, and Vishay Intertechnology Shares Are Falling, What You Need To Know

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

Paramount Agrees to Pause Its Warner Bros. Merger
The Wall Street Journal12d agoneutral
Paramount Agrees to Pause Its Warner Bros. Merger

Paramount said Friday it will not move forward with its merger with Warner Bros. Discovery until legal challenges to the deal are resolved or June 1, 2027, whichever comes first. The concession is the latest blow to the $81 billion merger between entertainment giants Paramount and Warner, which is being challenged on antitrust grounds by 12 states and the Writers Guild of America, who argue the deal is anticompetitive. Paramount’s decision came after a California federal court had granted a temporary restraining order stopping the deal from closing in 28 days.

Trump Threatens New Tariffs on EU Over Tech Fines
The Wall Street Journal12d agoneutral
Trump Threatens New Tariffs on EU Over Tech Fines

The U.S. will consider applying additional tariffs to goods from the European Union in response to fines the 27-nation bloc has levied against U.S. tech firms. The EU this week announced it would fine Alphabet’s Google $1 billion for breaching digital competition rules—the latest in a series of penalties for American tech firms in recent years. In response, President Trump said on Friday that he would direct his government to open a tariff investigation that could result in new levies on the EU.

Bloomberg12d agoneutral
SpaceX at $100 Would Imply Zero AI Value, Morgan Stanley Says

(Bloomberg) -- The selloff in SpaceX shares has driven the stock near a level that would imply investors are assigning no value to its artificial intelligence business, according to analysts at Morgan Stanley. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon C

Bloomberg12d agoneutral
Trump Vows Fresh Tariffs on European Union Over Google Fine

(Bloomberg) -- President Donald Trump threatened new tariffs on products from the European Union in retaliation to the bloc’s $1 billion (€890 million) fine of Alphabet Inc.’s Google. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers in Major Bet on S

Does Surging Data Center Power Demand Reshape the Bull Case for Caterpillar’s (CAT) Premium Valuation?
Simply Wall St.12d agoneutral
Does Surging Data Center Power Demand Reshape the Bull Case for Caterpillar’s (CAT) Premium Valuation?

The past week’s news around Caterpillar has highlighted record data center–driven demand for large generators and turbines, resilient revenue performance versus peers, and continued innovation through moves like the Skycatch acquisition and connected worker initiatives. At the same time, Caterpillar’s dependable but historically low-yield dividend and premium valuation sit alongside tariff and cost pressures that could materially influence how investors weigh its growth story against its...

Novo Nordisk (CPSE:NOVO B) Sues Eli Lilly Over GLP 1 Drug Advertising
Simply Wall St.12d agoneutral
Novo Nordisk (CPSE:NOVO B) Sues Eli Lilly Over GLP 1 Drug Advertising

Novo Nordisk (CPSE:NOVO B) has filed a federal lawsuit against Eli Lilly over alleged false and misleading advertising of GLP-1 obesity and diabetes drugs. The company argues that Eli Lilly’s ads misrepresent clinical comparisons and risk misleading consumers and healthcare professionals. The case highlights rising tensions as both companies compete in the fast growing market for GLP-1 based obesity and diabetes treatments. Novo Nordisk is a major player in diabetes and obesity treatments,...

USA Rare Earth (USAR) Strengthens Its Mine-to-Magnet Strategy With Serra Verde Acquisition
Insider Monkey12d agoneutral
USA Rare Earth (USAR) Strengthens Its Mine-to-Magnet Strategy With Serra Verde Acquisition

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan Small Cap Fund”. A copy of the letter can be downloaded here. The fund reported strong absolute returns and modestly outperformed the Russell 2000® Growth Index, which gained 25.7%. Global equities rebounded as resilient US growth, moderating inflation, strong earnings and […]