Today: 15 May 2026

ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML shares rose 2.3% in Amsterdam late Friday as the company reported Q1 net sales of €8.8 billion and raised its 2026 sales outlook to up to €40 billion. TSMC, ASML’s top customer, said it would delay adopting ASML’s new High-NA EUV machines, priced at over €350 million each, preferring to extend use of existing tools. ASML aims to deliver at least 60 standard EUV machines in 2026.
26 April 2026
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Sivers Semiconductors Stock: Annual Report Delay Puts Nasdaq New York Listing Plan Under the Microscope

Sivers Semiconductors Stock: Annual Report Delay Puts Nasdaq New York Listing Plan Under the Microscope

Sivers Semiconductors delayed its 2025 annual report to May 15 from April 27, citing extended audit work tied to a possible Nasdaq New York dual listing. The annual meeting moves to June 15. Shares closed Friday at SEK 31.96, up 12.7% on the day and 669% year-to-date. Sivers recently raised SEK 125 million in a directed share issue.
26 April 2026
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Uranium Energy Stock Drops 6%: Why UEC’s U.S. Uranium Push Is Back In Focus

Uranium Energy Stock Drops 6%: Why UEC’s U.S. Uranium Push Is Back In Focus

Bunzl shares closed up 0.91% at 2,447 pence in London on April 24 after the company reaffirmed its 2026 outlook and reported a 1.5% rise in first-quarter group revenue at constant exchange rates. Underlying revenue grew 2.0%, while actual exchange rate revenue slipped 0.4%. All AGM resolutions passed with over 98% support. Jefferies maintained an “Underperform” rating with a 1,900 pence target.
26 April 2026
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Altria Stock Faces a Crucial Earnings Test as Marlboro Maker’s Smoke-Free Bet Nears Judgment Day

Altria Stock Faces a Crucial Earnings Test as Marlboro Maker’s Smoke-Free Bet Nears Judgment Day

Altria shares closed at $66.88 Friday, valuing the company at about $114.9 billion ahead of first-quarter results due April 30. CEO Billy Gifford retires May 14, with CFO Sal Mancuso set to succeed him. Analysts expect Q1 earnings of $1.25 a share on $4.58 billion revenue. Altria’s smokeable-products revenue fell 1.6% in 2025 as U.S. cigarette volumes declined.
25 April 2026
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AGNC Investment Stock Gets Fresh Wall Street Nudge Before Its $0.12 Dividend Date

AGNC Investment Stock Gets Fresh Wall Street Nudge Before Its $0.12 Dividend Date

AGNC Investment shares closed at $11.02 Friday, up 1.47%, after UBS raised its price target and RBC trimmed its target but kept an outperform rating. The company’s tangible book value fell 5.6% in Q1 to $8.38 per share amid mortgage-market volatility. AGNC’s next $0.12 monthly dividend goes ex-dividend April 30. Net spread and dollar roll income rose to 42 cents per share for the quarter.
25 April 2026
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Cisco Systems’ Quantum Switch Push Puts Networking Giant in Race for the Next Internet

Cisco Systems’ Quantum Switch Push Puts Networking Giant in Race for the Next Internet

Cisco unveiled a prototype quantum switch designed to connect different types of quantum computers and sensors over standard telecom fiber at room temperature. The company said tests showed the device preserved quantum information with average degradation of 4% or less. The switch remains a prototype, with broad quantum networks still years away. Cisco shares last traded at $89.01, valuing the firm at about $354.6 billion.
25 April 2026
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UPS Customers Are Waiting on Tariff Refunds. Congress Wants Answers Now

UPS Customers Are Waiting on Tariff Refunds. Congress Wants Answers Now

House Democrats have asked UPS CEO Carol Tomé to explain how tariff refunds from the U.S. government will reach customers, following a Supreme Court ruling that invalidated certain tariffs. UPS says it will seek refunds as importer of record and reimburse customers once funds are received, but has not disclosed the amount. Lawmakers want written answers by May 22. FedEx and DHL face similar questions.
25 April 2026
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Hawaiian Airlines Is Now oneworld — and Alaska’s Takeover Is Showing Up at the Gate

Hawaiian Airlines Is Now oneworld — and Alaska’s Takeover Is Showing Up at the Gate

Hawaiian Airlines joined the oneworld alliance this week and switched to Alaska Airlines’ Sabre reservations system, making Alaska’s acquisition more visible to travelers. All Hawaiian flights now use Alaska’s “AS” code, and loyalty benefits extend across oneworld’s 14 other airlines. Passengers can manage trips in a single app and use shared airport lobbies. Hawaiian’s flight-number transition took effect April 21.
25 April 2026
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Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

Intuit shares rose 3.3% to $395.95 on Friday, recovering part of Thursday’s AI-driven losses. The company’s fiscal third-quarter results, covering the peak U.S. tax season, are due after April 30. Investors are watching TurboTax and QuickBooks growth as AI competition pressures software valuations. Intuit forecasts about 10% revenue growth and non-GAAP EPS of $12.45 to $12.51 for the quarter.
25 April 2026
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Intuitive Surgical Stock Rebounds As Da Vinci Robot Demand Gives ISRG Bulls A Fresh Test

Intuitive Surgical Stock Rebounds As Da Vinci Robot Demand Gives ISRG Bulls A Fresh Test

Intuitive Surgical shares climbed to $482.22 on April 24 after the company raised its 2026 growth outlook and reported a 23% jump in first-quarter revenue to $2.77 billion. The firm placed 431 da Vinci systems in the quarter and now expects 2026 procedure growth of 13.5% to 15.5%. U.S. bariatric procedures fell 10%, while China and Japan saw slower growth. Competition from Johnson & Johnson and Medtronic is increasing.
25 April 2026
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Home Depot’s $4.3 Million Markdown Case Puts Retail Controls Back in Focus

Home Depot’s $4.3 Million Markdown Case Puts Retail Controls Back in Focus

A former Home Depot manager in Miami-Dade County, Mauricio Jimenez, was released on bond after being charged with grand theft and organized fraud in a markdown scheme that allegedly cost the retailer $4.3 million. Authorities say Jimenez approved unauthorized discounts on over 4,500 orders from December 2023 to April 2026. Investigators found no evidence of kickbacks. Home Depot declined to comment.
25 April 2026
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Costco Wholesale’s Tariff Refund Fight Just Got Harder as Shoppers Seek Payback

Costco Wholesale’s Tariff Refund Fight Just Got Harder as Shoppers Seek Payback

House Democrats have asked Costco and other major retailers to detail how any Trump-era tariff refunds will benefit consumers, as U.S. Customs and Border Protection begins processing claims under a new CAPE system. Costco and FedEx have sued to preserve refund rights, while a customer has filed a class action demanding refunds be returned to shoppers. Costco shares last traded at $1,011.15.
25 April 2026
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Palo Alto Networks Stock Jumps as AI Cyber Fears Become Its Next Big Test

Palo Alto Networks Stock Jumps as AI Cyber Fears Become Its Next Big Test

Palo Alto Networks shares closed up 3.08% at $178.54 on Friday, outpacing cybersecurity peers after Japan announced a financial-sector cybersecurity task force over concerns tied to Anthropic’s Mythos AI model. The company continues heavy spending on acquisitions and integration, aiming to capture demand from large organizations worried about AI-driven cyber threats.
25 April 2026
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Cameco Corporation Stock Faces a May 5 Test After Friday’s Uranium Pullback

Cameco Corporation Stock Faces a May 5 Test After Friday’s Uranium Pullback

Cameco’s U.S.-listed shares fell $1.70 to $122.15 Friday, while Toronto shares dropped C$2.45 to C$167.02. The uranium producer will report first-quarter results before markets open May 5, with an executive call set for 8:00 a.m. Eastern. Other uranium stocks, including NexGen Energy and Uranium Energy, also declined in U.S. trading. Cameco produced 21 million pounds of uranium in 2025 and delivered 33 million pounds.
25 April 2026
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Cleveland-Cliffs Stock Snaps Back as Steel Turnaround Gets One More Test

Cleveland-Cliffs Stock Snaps Back as Steel Turnaround Gets One More Test

Cleveland-Cliffs shares jumped 7.37% to $9.76 Friday after reporting a first-quarter net loss of $229 million and revenue of $4.9 billion. Investors bought 61,622 call options, 42% above average volume. Steel shipments slipped 1% to 4.108 million tons, while average selling price rose to $1,048 per ton. Management expects higher shipments and prices in the second quarter.
25 April 2026
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PayPal Holdings Stock Gets a Pre-Earnings Lift, But Truist’s Sell Call Keeps Pressure On

PayPal Holdings Stock Gets a Pre-Earnings Lift, But Truist’s Sell Call Keeps Pressure On

PayPal shares climbed 1.47% to $50.48 on April 24 after Truist raised its price target to $45 but kept a Sell rating, leaving the target below market price. The move comes ahead of PayPal’s May 5 earnings call, the first since Enrique Lores became CEO. Investors remain focused on branded checkout growth and competition from Apple and Google. PayPal reported 7% growth in peer-to-peer volume for 2025.
25 April 2026
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Kraft Heinz Stock Gets Fresh Dividend Cut Warning Ahead of May 6 Earnings

Kraft Heinz Stock Gets Fresh Dividend Cut Warning Ahead of May 6 Earnings

BofA Securities placed Kraft Heinz in a higher-risk group for dividend cuts, and Morgan Stanley lowered its price target to $22. Shares have dropped over 40% in three years amid falling demand, cost pressures, and the impact of GLP-1 drugs. Kraft Heinz posted a $4.7 billion operating loss for 2025 and expects organic net sales to fall up to 3.5% in 2026. First-quarter results are due May 6.
25 April 2026
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Realty Income Stock Just Stumbled Before Earnings. The Dividend Test Comes Next

Realty Income Stock Just Stumbled Before Earnings. The Dividend Test Comes Next

Realty Income Corp. shares dropped 1.17% to $63.33 on Friday, underperforming real estate peers ahead of its May 6 first-quarter earnings release. The company declared a $0.2705 per share monthly dividend, payable May 15. Realty Income reported 2025 AFFO of $4.28 per share and guided 2026 AFFO to $4.38–$4.42. In March, Apollo funds agreed to invest $1 billion for a 49% stake in a joint venture.
25 April 2026
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Stock Market Today

  • NatWest Group Executes Weekly Share Buybacks Under Ongoing Program
    May 15, 2026, 1:56 PM EDT. NatWest Group plc conducted multiple purchases of its own shares last week as part of an existing share buyback programme. The company acquired shares through UBS AG, London Branch, across various venues including the London Stock Exchange (LSE), CHIX, and BATE, buying over 3.65 million shares between May 12 and 15, 2026. Prices paid ranged from 553.00 to 566.00 GBp per share, with the weighted average price approximately 559 GBp. These buybacks are pursuant to instructions issued on February 16, 2026. NatWest Group plans to cancel the repurchased shares, which typically reduces the total outstanding shares and can increase earnings per share.

Latest articles

Snap Stock Faces New Washington Test as Evan Spiegel Is Called Back to Congress

Snap Stock Faces New Washington Test as Evan Spiegel Is Called Back to Congress

15 May 2026
Snap CEO Evan Spiegel was invited to testify at a June Senate hearing on children’s online safety, alongside leaders from Meta, Alphabet, and TikTok. The hearing comes as Snap faces slowing North American user growth and ad-market concerns. The Senate Judiciary Committee has not yet received formal RSVPs from the CEOs. Snap declined to comment on the invitation.
MARA Holdings Stock Falls as Bitcoin Slide Tests Its $1.5 Billion AI Power Bet

MARA Holdings Stock Falls as Bitcoin Slide Tests Its $1.5 Billion AI Power Bet

15 May 2026
MARA shares fell 7.4% to $12.30 as bitcoin dropped 3.3% to $79,222 on Friday. A consent deadline for Long Ridge Energy noteholders tied to MARA’s $1.5 billion acquisition expires at 5 p.m. MARA reported first-quarter revenue of $174.6 million, down 18% year-on-year, and a net loss of $1.3 billion, mostly from bitcoin fair-value losses.
Bradesco Stock Is Sliding Despite a Profit Beat — Credit Risk Is Why

Bradesco Stock Is Sliding Despite a Profit Beat — Credit Risk Is Why

15 May 2026
Banco Bradesco’s U.S.-listed shares dropped $0.115 to $3.455 Friday after the bank reported a 16.1% rise in recurring net income to R$6.81 billion but a 26.5% jump in loan-loss provisions. Investors reacted to higher credit costs and a 54% profit drop at state-run Banco do Brasil, which also cut its 2026 forecast. The Selic rate remains at 14.50% after two cuts.
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