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  • Mon May 11

Howard Lutnick Says US Is 'Bringing Back' Semiconductor Manufacturing: Here Are ETFs That Could Benefit

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AMD's Next Leg Higher Has Already Started

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Seeking AlphaS

Intel Has Tripled in 2026. The Sell in May Case for the Year’s Biggest Comeback Story

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IASB proposes IFRS for SMEs amendment on consolidation exemption

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Walmart restructures tech teams, impacting 1,000 employees – report

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Dynatrace Stock Falls On Fiscal Q4 Earnings, Mixed 2027 Guidance

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Analyst Report: PG&E Corp

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Analyst Report: Equinix Inc

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Analyst Report: Dow Inc

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Top Wall Street Forecasters Revamp Copa Holdings Expectations Ahead Of Q1 Earnings

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Blue Owl Capital Q1 Earnings Call Highlights

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Realty Income Q1 Earnings Call Highlights

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NexGen Energy Q1 Earnings Call Highlights

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New York Times Q1 Earnings Call Highlights

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Silver To Oil Ratio Completely Out Of Whack: Trading Angles

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Seeking AlphaS

AI cloud firm Nebius reports near eightfold revenue surge, shares jump

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Oil little changed as Trump arrives in China; US oil stocks fall more than expected

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The VIX Butterfly Playbook for Volatility Spikes

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Why NVIDIA (NVDA) Is Pushing Deeper Into AI Data Center Connectivity

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Why TSMC’s (TSM) Advanced Nodes Keep It Central to the AI Chip Cycle

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Why Broadcom (AVGO) Is Becoming a Bigger Force in Custom AI Silicon

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Why ASML (ASML) Remains a Key Bottleneck Play in the AI Chip Buildout

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How AMD (AMD) Is Expanding Its Role in Enterprise AI Infrastructure

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Why Arista Networks (ANET) Is a Key Networking Play for AI Data Centers

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Why Vertiv (VRT) Is Becoming More Important to AI Data Center Buildouts

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Why Eaton (ETN) Is Benefiting From AI’s Rising Power Infrastructure Needs

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Why Micron Technology (MU) Matters Beyond Memory in the AI Infrastructure Race

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Why Marvell Technology (MRVL) Is Gaining Ground in AI Connectivity and Custom Silicon

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Mercury Insurance invests in BurnBot for wildfire mitigation

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Market Digest: NVO, EQIX, PCG, WEN, DOW, CRWV

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Gold and silver prices today, Wednesday, May 13: Silver prices surge again, gold sits tight

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Lotus to expand factory to meet Biscoff demand

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BCI pilot sees verified greenhouse gas reduction among US growers

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Accor and Shoreline sign agreement for Nigerian hotel development

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Tax reforms set to accelerate Australia’s shift from stock-picking to ETF investing

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Daily – Vickers Top Insider Picks for 05/13/2026

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Daily – Vickers Top Buyers & Sellers for 05/13/2026

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Berkshire Hathaway Just Resumed Stock Buybacks After a Long Pause. Here's What It Signals.

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Yahoo FinanceY

Nextpower Stock Hits 52-Week High - Here's Why

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Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S & P 500 in Nearly Every Recession This Century

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Oil prices dip ahead of Trump-Xi talks amid Iran tensions

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Dow Jones Futures: Nvidia's Huang Joins Trump's China Trip; Sandisk, Micron, Intel Rebound

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Ed Yardeni just set the highest S&P 500 target on Wall Street — but warns a meltdown may soon follow

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1 Clean Energy Stock to Buy While Oil Prices Are High

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RTX Corporation (RTX) Receives Order For SharpSight radars from Blue Raven

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Analysts See 27% Upside To Lockheed Martin Corporation (LMT)

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Northrop Grumman Corporation (NOC)’s XRQ-73 SHEPARD Uncrewed Aircraft Begins Flight Testing

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AeroVironment, Inc. (AVAV) Secures Army Prototype Agreement For Switchblade 400

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RBC Capital Cuts Price Target on Kratos Defense & Security Solutions, Inc. (KTOS) to $80, Keeps Outperform Rating

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Needham Reiterates Buy on Red Cat Holdings, Inc. (RCAT) Following Q1 2026 Results

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Entries updated Jun 10, 2026 11:25:01 PM PDT

Questions? Suggestions? alex@sumi.news