Category: Business

The AI PC story is picking up speed, with global semiconductor revenue expected to top $1 trillion for the first time in 2026. This jump is driven mostly by strong AI demand, with the Computing & Data Storage segment alone forecast to grow 41.4% year-over-year (YOY) and pass $500 billion. On top of that, Gartner expects worldwide

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Jonathan Ponciano, The Motley Fool Sat, May 23, 2026 at 6:20 PM EDT 4 min read Pertento Partners cut its stake in Silicon Motion Technology (NASDAQ:SIMO) in the first quarter, selling 738,875 shares in an estimated $89.68 million trade based on quarterly average pricing, according to a May 14, 2026, SEC filing. What happened Pertento

All Analyst Report Argus • May 22, 2026 Walmart Inc.: Maintaining BUY on EPS beat, share gains Sector(s) Consumer Defensive Summary Walmart is the world’s largest retailer. In the fiscal year ended January 31, 2026, revenues were $713 billion (compared with Amazon’s $717 billion in total revenue). AMZN may have (slightly) higher revenue, but a

All Market Update Argus • May 21, 2026 Market Update: CSX, NEM, SCHW, UL, HUBS Sector(s) Financial Services, Basic Materials, Technology, Consumer Defensive, Industrials Summary The major stock indices are lower at midday on Thursday. Walmart reported early today and Nvidia reported last night after the close. The two companies are bellwethers, one for retail

All Analyst Report Argus • May 20, 2026 Corteva, Inc.: Recent weakness offers buying opportunity Sector(s) Basic Materials Summary Corteva Inc., the former agricultural business of DowDuPont, has two business segments: Seeds and Crop Protection. The Seeds segment provides advanced germplasm and seeds that help farmers optimize yields. The Crop Protection segment develops and markets

All Analyst Report Argus • May 19, 2026 Amgen Inc.: Raising EPS estimates for 2026 and 2027 Summary Amgen, based in Thousand Oaks, California, is a leading global biotech company. Its key products include Prolia, Enbrel, Otezla, Repatha, Xgeva, Tepezza, Evenity, Blincyto, Kyprolis, Kry Upgrade to begin using premium research reports and get so much

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When a stock jumps 13% in the session after earnings day, and the analyst covering it still cuts the price target, something interesting is happening, and you may want to dig beneath the surface. That is exactly the situation unfolding at Figma (FIG) right now. The design software company delivered a first-quarter 2026 earnings report

Motley Fool Staff, The Motley Fool Sat, May 16, 2026 at 5:23 PM EDT 19 min read In this episode of Motley Fool Hidden Gems Investing, Motley Fool retirement expert Robert Brokamp discusses the following: The S&P 500 is near all-time highs, but small caps and international stocks are doing even better so far in 2026.