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Business

The AI thesis is concrete. NVIDIA reported $68.13 billion in fiscal Q4 revenue, with Data Center alone at $62.31 billion and networking up 263% year-over-year. Jensen Huang told investors "computing demand is growing exponentially, the agentic

Plug Power reported Q1 2026 revenue of $163.51 million, up 22% year over year (YoY) and beating the $139.76 million consensus. Adjusted EPS came in at -$0.08 versus the -$0.1033 estimate. Plug Power's GAAP gross margin improved to -13% from -55% in the prior-year quarter, a 42 percentage point swing. CEO Jose Luis Crespo stated, "Our first quarter results reflect strong commercial execution and continued progress improving the underlying economics of the business and positions us to achieve our EBITDAS positive target in Q4 2026."

EMB owns USD-denominated sovereign bonds from countries like Mexico, Saudi Arabia, Turkey, and Indonesia, which means every bond in the portfolio is priced as a spread over the US Treasury curve. The benchmark to monitor is the 10-year Treasury yield, near 4.4%, sitting at the 77.6th percentile of its 12-month range. The Fed has held its target rate at 3.75% since December 11, 2025, a 75 basis point cut from a year ago, and that pause is what has anchored EM spreads.

The Amplify Energy & Natural Resources Covered Call ETF ( NYSEARCA:NDIV) sells call options against a basket of energy and natural resources equities to convert commodity volatility into monthly cash distributions. Investors hold NDIV for the income, but covered-call funds live and die by two things: the dividends and option premiums coming in, and whether NAV holds up underneath. NDIV closed at around $35, after a 34% year-to-date gain, so the distribution story is currently being underwritten by one of the strongest commodity tapes in years.

The SEC requires companies to show the relationship between the CEO's pay and the median pay of the company's workers. For McDonald's ( NYSE MCD | MCD Price Prediction), that figure is 1,082 to 1, which is among the highest in the S&P 500. To do the math, CEO Chris Kempczinski made $20,574,525 in 2025. The median pay of all McDonald's workers was $19,020.

Lilly closed Monday at $966.99, up 2.9% over the past month and 31.6% over the past year, yet still down 10.0% year to date. That mismatch between a hot tape and a red YTD line is exactly what the "Sell in May" crowd hunts for. The catalyst was a blowout Q1 report. Revenue hit $19.799 billion, growing 55.55% year over year, with non-GAAP EPS of $8.55 beating consensus by 25.88%.

“I did not want to be the CEO of GameStop. I want to be the CEO of eBay,” he said. “I'm passionate about eBay. I believe in eBay's business. I wasn't passionate about GameStop. That's the difference.”