Jim Cramer Suggests “Might Want to Get Some GE Vernova”
Yahoo Finance· 2026-05-10 02:36
Photo by Joshua Mayo on Unsplash GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies. Cramer discussed the stock during the May 5 episode, as he commented: You have GE Vernova, which spent years under GE as a struggling builder of turbines, suddenly on its own, and what is it doing? It's printing money. It's how you have a natural gas company like EQT roaring because you need that nat-ga ...
Jim Cramer Highlights Stocks Like Sandisk Are “Making You So Much Money”
Yahoo Finance· 2026-05-10 02:36
文章核心观点 - 评论员认为,围绕人工智能的计算革命是当前时代最重要的趋势,但市场上存在大量试图让投资者过早卖出赢家股票的声音 [1] - 评论员以英伟达为例,说明长期持有成功的人工智能相关公司能带来巨大回报,并指出闪迪、西部数据、美光等公司也为投资者创造了丰厚收益 [2] 行业趋势与市场情绪 - 人工智能计算革命被视为可能是我们一生中最重要的单一趋势 [1] - 市场存在一个完整的“副业”,旨在通过谈论涨势的短暂性和风险,吓唬投资者卖出数据中心等领域的赢家股票 [2] 具体公司表现与案例 - 评论员提及闪迪公司是正在为投资者创造大量收益的股票之一 [2] - 评论员提及西部数据公司和美光科技公司同样在为投资者创造大量收益 [2] - 评论员提及AMD股价在当日上涨了66点 [2] - 评论员举例称,如果在十年前向英伟达投资1万美元,现在价值大约为240万美元 [2]
Why Savvy Investors Are Loading Up on This Beaten-Down Stock
Yahoo Finance· 2026-05-10 02:35
Shares of Medtronic (NYSE: MDT) are down 40% from their 2021 high. The dividend yield is a historically high 3.6%. Although this medical device maker is deeply unloved, now could be a good time for savvy investors to start adding it to their portfolios. Here's why. On the profitability side, the medical device maker has been readjusting its product portfolio to focus on its highest margin businesses. Included in that process is the spin-off of the company's diabetes division as MiniMed (NASDAQ: MMED). That ...
MSFT's Place in a Shifting AI Landscape
Youtube· 2026-05-10 02:31
Let's welcome in our next guest now. Very pleased to say we are joined by Jed Ellabrook, portfolio manager, Arjun Capital Management. Jed, so nice of you to join us. Just an overall sort of market thought heading into the weekend for us. Yeah, AI infrastructure remains dominant in our equity markets here. It's incredible to see the strength in so many of these stocks, even with the kind of tame monthly number from TSMC this morning. The sector continues to to rage in semiconductors and all the industrial re ...
Citigroup Inc. (C) Analyst/Investor Day - Slideshow (NYSE:C) 2026-05-09
Seeking Alpha· 2026-05-10 02:21
新闻内容技术访问问题 - 用户浏览器可能因未启用Javascript和cookies,或启用了广告拦截器而无法访问新闻内容 [1]
Citigroup Inc. (C) Analyst/Investor Day Transcript
Seeking Alpha· 2026-05-10 02:21
投资者关系活动开场白 - 花旗集团投资者日活动由投资者关系主管Jenn Landis主持开场 [1] 公司声明与信息披露 - 公司声明实际业绩可能因多种因素而与陈述存在重大差异 [1] - 相关因素已包含在公司网站发布的投资者日材料以及花旗2025年10-K年报和其他美国证券交易委员会文件中 [1] - 建议投资者参考花旗投资者关系网站发布的演示文稿脚注以获取定义和其他解释性信息 [1]
enGene Therapeutics Inc. (ENGN) Discusses Pivotal Cohort Data from LEGEND Trial of Detalimogene in High-Risk NMIBC Transcript
Seeking Alpha· 2026-05-10 02:21
Presentation Operator Good morning, and welcome to the EnGene Therapeutics LEGEND Pivotal Cohort Update. As a reminder, this call is being recorded, and a replay will be made available on the EnGene website following the conclusion of the event. I'd now like to turn the call over to Lauren Hopfer, Executive Director of Investor Relations at EnGene Therapeutics. Please go ahead, Lauren. ...
Trex (TREX) Q1 2026 Earnings Transcript
Yahoo Finance· 2026-05-10 02:20
Adam Zambanini: Thank you, Lee, and good morning, everyone. Before turning to the quarter, I want to acknowledge my first earnings call as CEO of Trex. Having been with the company for over 20 years, most recently as COO, I approach this role focused on continuity, execution and accelerating the strategy already in place. Our 5-year plan is clear. Our priorities are set and our focus remains on disciplined growth, operational excellence and delivering long-term value for the shareholders. As part of that wo ...
Shell CEO sends blunt message on oil and the economy
Yahoo Finance· 2026-05-10 02:17
全球石油市场供应短缺现状 - 全球石油市场目前存在接近10亿桶的原油短缺 这一短缺源于被封锁或未生产的原油 并且缺口每天都在加深[2] - 过去几个月 全球约有9亿桶石油未被生产 缺口主要通过消耗库存来填补[3] - 供应中断的规模相当于全球约12%的原油产量从市场上被移除[2] 供应短缺的成因与背景 - 供应中断始于2月28日的伊朗战争 该战争导致霍尔木兹海峡被有效封锁 战前该海峡承担了全球约20%的油气流通[3] - 国际能源署称此为历史上最大规模的供应中断[4] - 即使立即达成和平协议 波斯湾的供应也无法一夜恢复正常 重启大部分关闭的油井可能需要长达7个月时间[6] 市场影响与反应 - 为弥补供应缺口 全球正以每日1100万至1200万桶的速度消耗库存[5] - 壳牌CEO发表评论后 布伦特原油价格上涨2.8% 至每桶111.19美元[5] - 库存大幅低于历史正常水平 使市场失去缓冲 任何新的供应中断都将对价格造成更剧烈、更快速的影响[7] 行业高管观点与市场展望 - 壳牌CEO在财报电话会议上明确评估了全球石油市场的现状 指出供应平衡在未来数月甚至一年以上都将保持紧张[1][3] - 哈里伯顿CEO在4月21日的财报电话中也做出类似估计 认为未生产的石油量正趋向10亿桶[5]
ALIT IMPORTANT DEADLINE: ROSEN, NATIONALLY REGARDED INVESTOR COUNSEL, Encourages Alight, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important May 15 Deadline in Securities Class Action - ALIT
TMX Newsfile· 2026-05-10 02:15
New York, New York--(Newsfile Corp. - May 9, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Alight, Inc. (NYSE: ALIT) between November 12, 2024 and February 18, 2026, both dates inclusive (the "Class Period"), of the important May 15, 2026 lead plaintiff deadline. SO WHAT: If you purchased Alight common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangeme ...