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Ford (F): Buy, Sell, or Hold Post Q1 Earnings?
StockStory83d agoneutral
Ford (F): Buy, Sell, or Hold Post Q1 Earnings?

Ford has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.6%. The stock now trades at $15.72, marking a 19.6% gain. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Goldman Sachs expects SpaceX's AI revenue to surge 100-fold by 2030, FT reports
Reuters83d agobullish
Goldman Sachs expects SpaceX's AI revenue to surge 100-fold by 2030, FT reports

Goldman Sachs expects revenue from SpaceX's AI division to surge to $322 billion by 2030, up from $3.2 billion ‌in 2025, according to the Wall Street bank's forecasts shared ‌with a potential investor, the Financial Times reported on Thursday. The investment bank has estimated ​SpaceX's total revenue to reach $474 billion in 2030 from $18.7 billion last year, the report added. Goldman has forecast revenue at SpaceX's AI segment to soar 388% from a year earlier to $15.6 billion in 2026, and reach $34.5 ‌billion in 2027, according to ⁠the report, citing a person familiar with the matter.

Consolidation Wave Reshapes Energy Sector: 3 Stocks Vulnerable to Acquisition, Ranked
24/7 Wall St.83d agoneutral
Consolidation Wave Reshapes Energy Sector: 3 Stocks Vulnerable to Acquisition, Ranked

Energy sector consolidation has accelerated through 2026 so far, with majors and large independents acquiring scale, inventory, and strategic infrastructure. With Henry Hub-linked LNG demand expanding—U.S. LNG export capacity is projected to reach 27.7 billion cubic feet per day (Bcf/d) by 2030—and marketed natural gas production averaging 120.2 Bcf/d in Q1, up 4% year over ... Consolidation Wave Reshapes Energy Sector: 3 Stocks Vulnerable to Acquisition, Ranked

Healthcare, Bank Stocks Buoy Dow Industrials
The Wall Street Journal83d agoneutral
Healthcare, Bank Stocks Buoy Dow Industrials

The Dow Jones Industrial Average rose Thursday while other indexes lagged behind thanks in part to gains in bank and healthcare stocks. “This is a non-chip rally,” said Jay Hatfield, chief executive officer and portfolio manager at Infrastructure Capital Advisors.

Netflix Stock Rises After Eight-Day Losing Streak. What’s Fueling the Move.
Barrons.com83d agoneutral
Netflix Stock Rises After Eight-Day Losing Streak. What’s Fueling the Move.

Shares of Netflix advanced on Thursday, putting them on pace to snap an eight-day losing streak, after Canada’s government directed its television and communications regulator to reverse a recent decision requiring U.S. streaming companies to funnel revenue to Canadian content. In May, Canada’s equivalent to the Federal Communications Commission said it would require large streamers to contribute 15% of Canadian revenue to Canadian content. The Motion Picture Association and the U.S. ambassador to Canada had pressed the country to change the policy, and the government acquiesced late Wednesday.

Boeing hits a stealth milestone investors overlooked
TheStreet83d agoneutral
Boeing hits a stealth milestone investors overlooked

Boeing (BA) investors were fixated on two stories in May. One was a long-delayed jet order from China. The other was a slow climb in 737 production. A third development landed on June 1 but didn’t make nearly as much noise. Boeing said its MQ-28 Ghost Bat drone had cleared a key stealth test. ...

Bloomberg83d agoneutral
Starmer Says Musk Is Sowing UK Division After Teen’s Murder

(Bloomberg) -- Prime Minister Keir Starmer accused Elon Musk of stoking unrest in Britain after the world’s richest man used the murder of a British teen to say official UK police policy requires officers to be racist against White people.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than a Year on AI Outlook Miss

Ford recalls 420,000 SUVs for a dangerous issue
TheStreet83d agobearish
Ford recalls 420,000 SUVs for a dangerous issue

Ford knows it has a problem with recalls: it is once again leading all other auto manufacturers by a large margin so far in 2026. CEO Jim Farley has said improving the quality of its vehicles is Ford's "largest near-term opportunity" to lower costs. Ford has issued 40 recalls so far this year. ...

The Fed’s Next Move Will Determine Whether GLD Can Extend Its 36% Rally
24/7 Wall St.83d agobullish
The Fed’s Next Move Will Determine Whether GLD Can Extend Its 36% Rally

The SPDR Gold Shares (NYSEARCA:GLD) has quietly become one of the largest stories in markets, with the fund now holding roughly $1.2 trillion in net assets after a 36% gain over the past 12 months. GLD is the largest physically backed gold ETF in the world, and shares recently closed near $417. After a torrid ... The Fed’s Next Move Will Determine Whether GLD Can Extend Its 36% Rally

📃Money Quote: Tech Selloff an ‘Overreaction’
The Wall Street Journal83d agobearish
📃Money Quote: Tech Selloff an ‘Overreaction’

📣 “There's nothing to support the fact that all these companies should be dumped, just because Broadcom’s got a problem...Today’s tech sell-off is an overreaction to Broadcom’s results because there’s no evidence to suggest that the AI trade is weakening.

CrowdStrike Sinks 9% as Earnings Beat Falls Short of Lofty Expectations, Weighing on Palo Alto Networks
24/7 Wall St.83d agobearish
CrowdStrike Sinks 9% as Earnings Beat Falls Short of Lofty Expectations, Weighing on Palo Alto Networks

Shares of CrowdStrike (NASDAQ:CRWD) are down 8% in early Thursday trading, changing hands near $679 after Wednesday’s close of $747.61. The move marks the cybersecurity leader’s worst single-day drop in about 22 months, despite a fiscal Q1 2027 earnings beat and a raised outlook. Cybersecurity peer Palo Alto Networks (NASDAQ:PANW) is dipping modestly in sympathy, ... CrowdStrike Sinks 9% as Earnings Beat Falls Short of Lofty Expectations, Weighing on Palo Alto Networks

Why This Cybersecurity Stock Is Dropping After Earnings
Barrons.com83d agobearish
Why This Cybersecurity Stock Is Dropping After Earnings

Shares of Netskope declined sharply Thursday after the company reported mixed fiscal 2027 first-quarter earnings, with underwhelming new annual recurring revenue. A slew of Wall Street firms lowered price targets on the cybersecurity company. Netskope stock sank 18% to $10.17 on Thursday, putting it on pace for its largest ever daily percentage decline, according to Dow Jones Market Data.

US Supreme Court backs FCC in clash with wireless carriers over fines
Reuters83d agoneutral
US Supreme Court backs FCC in clash with wireless carriers over fines

The U.S. Supreme Court backed the Federal Communications Commission's system for levying fines, ruling on Thursday against wireless carriers AT&T and Verizon in their challenge to the agency and handing a win ‌to President Donald Trump's administration. At issue in the legal dispute was whether the agency's in-house proceedings for ‌imposing the penalties deprived the companies of their right to a jury trial under the U.S. Constitution. Trump's administration defended the FCC's system for assessing financial penalties, known ​as forfeiture orders.

Apple’s Indian Antitrust Probe Meets Growing iPhone, AI And Services Story
Simply Wall St.83d agobearish
Apple’s Indian Antitrust Probe Meets Growing iPhone, AI And Services Story

Apple has agreed to submit local financial statements to India's competition authority as part of an ongoing antitrust probe into alleged abuse of dominance. The case comes at a time when Apple's iPhone business and production footprint in India are expanding and the company is rolling out new integration features such as native bill splitting. This development arrives ahead of an expected AI focused Siri update at WWDC, raising questions about potential regulatory penalties in a key...

Veeva (VEEV) Q1 2027 Earnings Call Transcript
Motley Fool83d agoneutral
Veeva (VEEV) Q1 2027 Earnings Call Transcript

Gunnar Hansen: Good afternoon, and welcome to Veeva's Fiscal 2027 First Quarter Earnings Conference Call for the quarter ended April 30, 2026. As a reminder, we posted prepared remarks on Veeva's Investor Relations website just after 1:00 p.m. Pacific today. Today's call will be used primarily for Q&A. With me today for Q&A are Peter Gassner, our Chief Executive Officer; Paul Shawah, EVP, Strategy; and Brian Van Wagener, our Chief Financial Officer.

Ciena Q2 Earnings Call Highlights
MarketBeat83d agoneutral
Ciena Q2 Earnings Call Highlights

Ciena (NYSE:CIEN) reported another record quarter for fiscal 2026, with management pointing to AI-related network demand from cloud providers and renewed spending by service providers as major drivers of growth. On the company’s fiscal second-quarter earnings call, President and CEO Gary Smith said

FedEx partner airline says Caribbean service at risk without FAA waiver
FreightWaves83d agoneutral
FedEx partner airline says Caribbean service at risk without FAA waiver

A FedEx air cargo contractor says it wants to use bigger aircraft on Caribbean routes, but that FAA rules governing how far the planes can fly over water jeopardize continued service. The post FedEx partner airline says Caribbean service at risk without FAA waiver appeared first on FreightWaves.

How to Maximize Dividend Income in Retirement Before RMDs Change the Math
24/7 Wall St.83d agoneutral
How to Maximize Dividend Income in Retirement Before RMDs Change the Math

At the 24% federal bracket, a portfolio throwing off $40,000 in high-yield dividend income hands roughly $9,600 to the IRS every year when those shares sit in a taxable account treated as ordinary income. For investors in the gap years between retirement and RMD age 73, that drag compounds quietly until required minimum distributions force ... How to Maximize Dividend Income in Retirement Before RMDs Change the Math

Broadcom stock sinks. Are AI earnings expectations 'insatiable'?
Yahoo Finance Video83d agoneutralVIDEO
Broadcom stock sinks. Are AI earnings expectations 'insatiable'?

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.

UNH, CVS Lead S&P 500 Health Insurers Flashing Buy Signals
Investor's Business Daily83d agobullish
UNH, CVS Lead S&P 500 Health Insurers Flashing Buy Signals

UnitedHealth Group, CVS Health and other S&P 500 health insurance giant rallied on Thursday morning after price-target hikes from Morgan Stanley and a UNH upgrade from BofA. The analysts highlighted moderating health care utilization trends and a tailwind to profitability from deploying AI.