News

South Korea’s stock market is up over 80% this year, yet hedge fund managers still see value opportunities.

Amazon has launched Amazon Supply Chain Services, putting it in direct competition with United Parcel Service (NYSE:UPS) in global logistics. UPS is accelerating its exit from lower margin Amazon delivery volumes following this development. The company is planning significant job cuts and putting more focus on its healthcare logistics operations. UPS is one of the largest parcel delivery and logistics companies, and Amazon moving further into end to end logistics changes the competitive...

Qnity Electronics, Inc. reported past first‑quarter 2026 results with sales of US$1.32 billion, net income of US$151 million, and basic earnings per share from continuing operations of US$0.72, while also raising its full‑year net sales outlook to between US$5.23 billion and US$5.38 billion. The company tied its stronger outlook to demand for materials and packaging used in artificial intelligence and advanced computing, underpinned by collaborations with NVIDIA and participation in Apple’s...

The updated fair value estimate for Marathon Petroleum has shifted from US$247.18 to US$256.83 per share, putting a fresh spotlight on how analysts are recalibrating their expectations. This change sits alongside a burst of new research, with some firms lifting targets by more than US$30 per share and others reasserting more cautious views as they revisit oil and natural gas assumptions. As you read on, you will see how these competing narratives fit together and what to watch as opinions...

AT&T (NYSE:T) is expanding its role in industrial safety through a new partnership with Zackat Labs. The companies are launching the Zackat Labs W3 connected safety platform, which uses AT&T IoT connectivity for real-time monitoring and alerts in hazardous work environments. The W3 platform connects wearables and gas monitors to a centralized system designed to support worker safety in the field. For AT&T, this move pushes its IoT business further into mission critical applications, where...

Earlier this week, Cadence Design Systems announced that Aeva has licensed its Tensilica Vision DSP IP to power 4D LiDAR signal processing for industrial robotics and automotive applications, aiming to deliver high-performance, low-power real-time perception systems. The deal underscores how Cadence’s configurable, low-power DSP architecture is becoming a core enabler for advanced sensing at the edge, where latency and efficiency are critical for autonomy and safety. We’ll now examine how...

Sterling delivered a standout first quarter, significantly exceeding Wall Street’s expectations and prompting a strong positive market reaction. Management attributed the performance to surging demand for large-scale E-Infrastructure projects, especially in the data center and semiconductor sectors. CEO Joseph Cutillo explained that robust execution on complex, vertically integrated projects and earlier project starts, aided by favorable weather, were crucial contributors. The company’s backlog

A rebound for technology stocks led Wall Street to records, even though the majority of U.S. stocks fell following another discouraging update on inflation. The Dow Jones Industrial Average dipped 0.1%, and the Nasdaq composite climbed 1.2% to its own record. Nvidia and other tech stocks led the way, a day after stumbling in an industrywide swoon.

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. MicroStrategy (NASDAQ:MSTR) is part of the list (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 41 MicroStrategy (NASDAQ:MSTR) is down 50% over the past year. The stock recently came […]

Trump Mobile said on Wednesday it has begun shipping its long-delayed $499 T1 smartphones to customers, several months after the gold-colored ‌device was originally slated for release in August. The mobile venture, launched in June ‌last year by the Trump Organization under a trademark licensing arrangement, had pushed back the T1 phone's release ​first to October and later to this week, amid questions over the feasibility of manufacturing a low-cost smartphone in the United States. "Phones that were pre-ordered are starting to be delivered to customers this week," Trump Mobile CEO Pat O'Brien said in a statement to Reuters.

Microsoft is shopping for artificial-intelligence startups as the software company prepares for a future independent of its once-vital partner OpenAI, five people familiar with the matter said. This spring, ‌Microsoft weighed acquiring code-generation startup Cursor, four people said. Microsoft is in discussions with Inception, a small startup built by a Stanford University team focused on a different method of developing large language models, three people familiar with the matter said.

Alibaba Group (NYSE:BABA) said its stepped-up investments in artificial intelligence, cloud computing and consumption businesses are beginning to translate into faster revenue growth, even as those investments weighed heavily on adjusted earnings and free cash flow in the March quarter. On the comp

(Bloomberg) -- An upcoming meeting between US President Donald Trump and his Chinese counterpart Xi Jinping could be the next test for stocks that are clocking one record after the next. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in LimboSome of the chief executives who are attendi

US equity indexes were mixed on Wednesday after technology stocks led major gains and a hotter-than-

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. IREN Limited (NASDAQ:IREN) ranks #7 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 46 IREN Limited (NASDAQ:IREN) operates large data centers and makes money by renting out computing power […]

Morgan Stanley raised its annual target for the S&P 500 on Wednesday, citing a strong earnings environment and advances in artificial intelligence. The bank now expects the S&P 500 to reach 8000 at the end of the year, up from 7800 previously.

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Microsoft Corporation (NASDAQ:MSFT) ranks #1 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 312 Microsoft reported strong earnings, but the stock wavered amid CapEx and AI-related concerns. CapEx guidance […]

Piper Sandler’s Chief Market Technician Craig Johnson walked onto CNBC’s Morning Call Sheet with a message for anyone planning to trade today’s Trump-Xi headlines: keep your expectations in check. Asked how the recent AI and tech rally sets markets up for the summit, Johnson said, “I think the Trump-Xi meeting is going to be probably ... NVIDIA, Boeing, Deere: 3 Stocks With the Most to Gain From Trump’s Beijing Summit

Cathie Wood, CEO of Ark Investment Management, is facing criticism online over Ark Innovation ETF's (ARKK) recent losses. Bullseye American Ingenuity Fund portfolio manager Adam Johnson shares his thoughts with Yahoo Finance's Josh Lipton.

The upcoming Q2 earnings release for Applied Materials could make or break the ongoing rally that has the stock up 150% over the past year.

McDonald's Inc (NYSE:MCD) stock recently hit new 52-week lows, despite beating analyst estimates for revenue and earnings per share in the recently reported first quarter. The bad news for investors is there could be more pain ahead due to the increasing pain at the pump. Gas Prices Hit Fast Food Visits Rising gas prices could have consumers changing their summer vacation plans. On a shorter time scale, the rising cost of filling up at the gas pump could also lead consumers to change how often t

Bullseye American Ingenuity Fund Portfolio Manager Adam Johnson joins Josh Lipton on Market Domination to discuss the key drivers behind the market’s record highs and continued growth momentum.

Netflix (NASDAQ:NFLX) has outperformed the market over the past 20 years by 21.67% on an annualized basis producing an average annual return of 30.94%. Currently, Netflix has a market capitalization of $369.98 billion. Buying $1000 In NFLX: If an investor had bought $1000 of NFLX stock 20 years ago, it would be worth $220,687.10 today based on a price of $87.86 for NFLX at the time of writing. Netflix's Performance Over Last 20 Years Finally -- what's the point of all this? The key insight to ta

Insightful Moves in the First Quarter of 2026

Welcome back to The Blockspace Podcast! For news, we break down why major pools like MARA and viaBTC are signaling support for the Great Consensus Cleanup (BIP 54), plus Q1…

The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE) trades around $45 with roughly $7.71 billion in assets and a trailing distribution yield of 3.4%. Nine of the top ten holdings are equity REITs, and the prospectus explicitly targets equity REITs while excluding mortgage REITs. The only true non-REIT in the top ten is CBRE Group ... Real Estate ETF XLRE Offers Steady Dividends With One Major Caution

US equity indexes were mixed ahead of Wednesday's close as communication services and technology top

Energy stocks were lower late Wednesday afternoon, with the NYSE Energy Sector Index decreasing 0.4%