Business
Sandisk: Beware The FOMO Rally
Business
Earnings call transcript: Paymentus beats Q1 2026 forecasts, stock dips

Earnings call transcript: Paymentus beats Q1 2026 forecasts, stock dips
Business
China’s Cars Aren’t in the U.S., but Its Auto Parts Are Everywhere
Chinese cars aren’t on American roads, but Chinese auto parts are embedded in American cars.
More than 60 auto suppliers in the U.S. today are owned by companies located in China, according to data compiled by the consulting firm AlixPartners. Those include large manufacturers of air bags, automotive glass, and steering systems. Overall, Chinese companies have amassed ownership stakes in about 5% of 10,000 suppliers in America, according to the data.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Business
Ahead of Market: 10 things that will decide stock market action on Monday
Meanwhile, the volatility gauge India VIX ended at 16.84, down by 1.32% from the last closing.
Here’s how analysts read the market pulse
Rupak De, Senior Technical Analyst at LKP Securities, said the mood has further deteriorated as the index also moved below the 50 EMA on the intraday timeframe. In addition, the RSI has re-entered a bearish crossover on the daily chart, reflecting weakening momentum, he said.”Overall, the sentiment appears weak, with heavy call writing visible around the 24,200 strike. If the Nifty sustains below 24,200 on Monday, the index could witness further correction towards the 24,050–24,000 zone. On the other hand, a move back above 24,200 may trigger a near-term recovery rally towards 24,350–24,400,” De said.
US markets
Frontline indices on Wall Street ended in the green on Friday. While Dow 30 closed at 49,609.16, up 12.19 points or 0.02%, the S&P 500 settled 0.84% (61.82 points) higher at 7,398.93. The tech-heavy Nasdaq Composite gained by 440.88 points or 1.71% to finish at 26,247.08.
European Markets
Most major European indices ended with declines on Friday. UK’s FTSE 100, French CAC, Germany’s DAX, Spain’s IBEX 35 and Stoxx 600 fell between 0.3% and 1.3%.
Tech View
Decoding the charts, Nilesh Jain, Vice President – Head of Technical and Derivative Research at Centrum Finverse, said the markets remained under pressure for the second consecutive session, with the Nifty forming a small-bodied bearish candle on the daily chart. However, the index managed to hold above its 21-DMA support placed near 24,140 levels on a closing basis, he said, adding momentum indicators and oscillators show signs of improvement, with the RSI hovering around 46 levels.
“The broader structure continues to remain sideways to positive, and a gradual recovery towards 24,300–24,500 levels is likely in the near term, while the crucial support of the 50-DMA is placed around 24,000 levels,” Jain said.
Most active stocks in terms of turnover
360 One WAM (Rs 427 crore), Ujjivan State Bank of India (SBI, Rs 269 crore), Craftsman Automation (Rs 211 crore), Lenskart Solutions (Rs 168 crore), Action Construction Equipment (ACE, Rs 151 crore), Titan Company (Rs 109 crore) and HDFC Bank (Rs 102 crore) were among the most active stocks on BSE in value terms. Higher activity in a counter in value terms can help identify the counters with the highest trading turnovers in the day.
Most active stocks in volume terms
Vodafone Idea (Traded shares: 4.02 crore), YES Bank (Traded shares: 2.03 crore), SpiceJet (Traded shares: 1.33 crore), Ola Electric (Traded shares: 71.29 lakh), Ujjivan SFB (Traded shares: 48.38 lakh), Suzlon Energy (Traded shares: 48.38 lakh) and GAIL (Traded shares: 42.51 lakh) were among the most actively traded stocks in volume terms on BSE.
Stocks showing buying interest
Sonata Software, Titan Company, Kalyan Jewellers India, Thermax, Quick Heal Technologies, Paramount Communications and Suryoday Small Finance Bank were among the stocks that witnessed strong buying interest from market participants.
52-week high
On Friday, 219 stocks hit their 52-week highs while 23 stocks slipped to their 52-week lows. Among the ones which hit their 52-week highs were Acutaas Chemicals, Adani Ports, Angel One, Bajaj Auto, Bharat Forge, CG Power and Finolex Cables.
Stocks seeing selling pressure
Among the largecap names were SBI, Britannia Industries and Coal India. Other stocks which witnessed significant selling pressure were Urban Company, Rossell Techsys, Dalmia Bharat, CCL Products, Globus Spirits, Indoco Remedies and Shakti Pumps.
Sentiment meter favours bears
Sensex settled lower, dragged by SBI, HDFC Bank and ICICI Bank as the market breadth stood negative. Out of the 4,406 stocks that traded on the BSE on Friday, May 8, 2,020 stocks witnessed advances, 2,217 saw declines, while 169 stocks remained unchanged.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times.)
Business
UiPath: AI Doesn't Replace It, AI Needs It
UiPath: AI Doesn't Replace It, AI Needs It
Business
Earnings call transcript: Palantir Q1 2026 earnings beat, stock drops

Earnings call transcript: Palantir Q1 2026 earnings beat, stock drops
Business
Dell: The Stock Is Pricey But I’m Still Dipping Into The Buys (NYSE:DELL)
I aim to provide alpha-generating investment ideas. I am an independent investor managing my family’s portfolio, primarily via a Self Managed Super Fund. My articles deliver 5-Minute Pitches focused on the core fundamental and technical drivers of the security.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few months to multiple years.I am very much focused on adding value via alpha generation. I always start with a Performance Assessment section for each follow-up article. I publish unusually detailed analytics on my long-only, zero-leverage global equity portfolio performance on my Hunting Alphas website every month. At Hunting Alphas, you can also access the models to all the tickers I publish on.A bit about how I approach research and coverage of a stock:I build and maintain spreadsheets showing historical data on the financials, key metric disclosures, data on the guidance and surprise trends vs consensus estimates, time-series values of the valuations vs peers, data on key coincident or leading indicators of performance and other monitorables. In addition to the company’s filings, I also keep tabs on relevant industry news and reports plus other people’s coverage of the stock. In some cases, such as during times of a CEO change, I will do a deep dive on a key leader’s background and his/her past performance record.I very rarely build DCFs and project financials many years out into the future as I don’t think it adds much value. Instead, I find it more useful to assess how a company has delivered and the broad outlook on the 5 key drivers of a DCF valuation: revenues, costs and margins, cash flow conversion, capex and investments and the interest rates (which affect the discount rate/opportunity cost of capital). In some cases, especially for companies trading at very high multiples on a TTM or 1-yr fwd basis, I do a reverse DCF to make sense of the implied growth CAGR implications.Note: Hunting Alphas is related to VishValue Research on Seeking Alpha.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Business
Wall Street Week Ahead | Seeking Alpha
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.

LeoPatrizi/E+ via Getty Images
Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition.
Wall Street heads into the new week with investors focused on inflation data, a wave of AI-related IPOs, and fresh insight into institutional positioning through quarterly 13F filings.
The April Consumer Price Index report on Tuesday will be the key macro event, with economists expecting core inflation to hold steady at an annual rate of 2.6%. Retail sales data later in the week will provide another read on consumer demand and the broader economic backdrop.
The IPO market will also be in the spotlight. AI chipmaker Cerebras Systems (CBRS) is expected to headline a busy week for new listings, targeting a valuation that could raise as much as $3.5B. Other anticipated debuts include geothermal company Fervo Energy (FRVO) and Blackstone Digital Infrastructure Trust (BXDC), underscoring continued investor appetite for AI and data center themes.
Earnings reports from Cisco (CSCO), Alibaba (BABA), Applied Materials (AMAT), and JD.com (JD) will offer additional insight into technology spending and global demand trends.
Friday’s 13F filing deadline could also drive market moves as investors review institutional holdings from the first quarter. Meanwhile, updates on consumer credit card delinquencies from major banks will be watched for signs of financial stress.
Earnings spotlight: Monday, May 11: Simon Property Group (SPG). See the full earnings calendar.
Earnings spotlight: Tuesday, May 12: Oklo (OKLO). See the full earnings calendar.
Earnings spotlight: Wednesday, May 13: Tencent (TCEHY), Cisco (CSCO), and Alibaba (BABA). See the full earnings calendar.
Earnings spotlight: Thursday, May 14: Applied Materials (AMAT). See the full earnings calendar.
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Insider Watch
Check out the week’s top insider trades, highlighting significant purchases and sales by investors, directors, and executives. Notable transactions took place at Intel (INTC), Bank of America (BAC), and Pinterest (PINS).
After more than five years on Seeking Alpha, Stephen Tobin has launchedStrategic Wave Investments, an Investing Group focused on uncovering high-potential opportunities in the “Deep Tech” small-cap frontier. With a background spanning Bank of America, an MBA, and professional expertise in accounting and valuation, Stephen combines academic rigor with real-world experience navigating multiple market cycles, from the Dot Com bubble to the 2008 financial crisis.
Read about his latest idea:
(Free Full Article) Solid Power (SLDP) has made meaningful progress toward commercializing its solid-state battery technology, prompting the author to upgrade the stock to a Buy. Confidence in SLDP securing adoption by a major auto OEM has risen significantly, driven by advances in manufacturing, strategic partnerships, and a more scalable business model.
Rather than manufacturing batteries itself, SLDP now focuses on licensing its technology and supplying proprietary sulfide electrolytes that can integrate into existing lithium-ion production lines at a fraction of the cost of building new facilities. Partnerships with BMW, SK On, and Samsung SDI validate the technology and accelerate commercialization timelines.
SLDP’s key advantage lies in compatibility with current roll-to-roll battery manufacturing infrastructure, creating a strong competitive moat against rivals like QuantumScape. The company is also scaling production capacity and moving toward continuous manufacturing.
While risks remain, including competition and execution challenges, the author believes SLDP is now one of the leading contenders in the race to disrupt the EV battery market.
Strategic Wave Investments helps members cut through hype and identify real commercial breakthroughs across sectors like quantum sensing, biotech, and electrification. The service offers full transparency through real-money portfolios, dual strategies ranging from high-conviction long-term investments to tactical trading, and institutional-grade research backed by primary insights. Join now to lock in early access pricing at just $599 per year before the price increases to $699. Learn more >>
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Business
DNA Breakthrough Brings Investigators ‘Closer’ After 100 Days
TUCSON, Ariz. — Pima County Sheriff Chris Nanos said Thursday that investigators are “closer than ever” to solving the abduction of 84-year-old Nancy Guthrie, citing significant progress in DNA analysis and new leads as the case reaches the 100-day mark with no arrests but renewed optimism for a breakthrough.

The update came during a media briefing as authorities confirmed that advanced forensic testing on evidence collected from Guthrie’s Catalina Foothills home has produced promising results. A rootless hair sample and potential glove DNA recovered from the scene were sent to the FBI laboratory in Quantico for advanced testing, including genetic genealogy. Sources familiar with the investigation say preliminary results have generated new investigative avenues that were not available in the early weeks of the case.
Nancy Guthrie vanished from her secure residence on February 1, 2026. Security footage captured a masked individual near her door around the time of her disappearance. Blood evidence, a disabled Ring camera, propped-open doors and signs of a struggle led authorities to classify the incident as an abduction rather than a voluntary departure. No ransom has been paid, and no suspect has been publicly identified despite thousands of tips and an active FBI investigation.
Savannah Guthrie, co-anchor of NBC’s “Today” show, has balanced public pleas for information with her professional duties. In a recent appearance, she expressed quiet hope while wearing yellow — a color of hope — and thanked the public for continued support. The family has offered a $1 million reward for information leading to Nancy’s safe return or the arrest of those responsible.
The unrelated discovery of ancient human bones near the home earlier this week briefly raised false hopes before forensic analysis ruled them out. That incident, while disappointing, demonstrated the thoroughness of search efforts in the desert terrain surrounding the Catalina Foothills neighborhood.
Profilers and Forensic Experts Weigh In
Criminal profilers have suggested the perpetrator may have sought fame or had some personal connection to the victim. The brazen nature of the crime in a secure community has puzzled investigators. Some experts believe it began as a burglary that escalated, while others have raised the possibility of targeted retribution.
Behavioral analysis indicates the masked individual appeared comfortable inside the home, suggesting possible prior familiarity. Forensic nurse and profiler Dr. Ann Burgess noted in a recent analysis that the perpetrator’s demeanor on doorbell camera footage showed “coolness under pressure,” traits consistent with someone who may have planned the act or acted out of personal motive.
Advanced DNA techniques, including genetic genealogy, remain the strongest hope for resolution. The involvement of elite labs and profilers underscores the case’s priority. As testing progresses, authorities balance optimism with realism.
Community Support Remains Strong
The Catalina Foothills neighborhood continues to display yellow ribbons symbolizing hope. Neighbors and the broader Tucson community have participated in searches and vigils. National media coverage, fueled by Savannah Guthrie’s platform, has kept the case visible while the family urges focus on verified facts rather than speculation.
Elizabeth Smart, the abduction survivor who was held captive for nine months in 2002, has publicly expressed hope that Nancy could still be alive. “I absolutely believe Nancy could still be alive,” Smart said in a recent interview. She has offered private support to the Guthrie family and continues advocating for improved missing persons protocols, especially for elderly victims.
Investigation Challenges and Inter-Agency Coordination
The case has occasionally exposed tensions between local and federal agencies. FBI Director Kash Patel publicly criticized early coordination, though officials now describe joint efforts as productive. Hundreds of law enforcement personnel have been involved at various stages, with resources dedicated to surveillance review, canvassing and tip-line management.
Multiple ransom-style notes received by media outlets have complicated the investigation. Experts have questioned their authenticity, suggesting some may be hoaxes intended to insert the sender into the spotlight. No credible proof of life has emerged in more than 100 days, yet authorities continue to operate under the assumption that Nancy could still be found alive.
Family’s Resilience Amid Uncertainty
Savannah Guthrie and her family continue balancing public advocacy with private grief. The emotional toll has been evident, yet Savannah has returned to her anchoring duties, wearing yellow during several appearances as a quiet public statement of hope. The family has five children between them and is navigating the ordeal while trying to maintain normalcy for the younger ones.
Friends and former colleagues have rallied around them. Hoda Kotb, a close confidante, has been vocal in her support. The “Today” family has worn ribbons and displayed symbols of hope on air at times.
Path Forward and Public Appeal
Sheriff Nanos has vowed to continue dedicating resources to the investigation. “This case is not going away,” he said. “We owe it to Nancy and her family to keep pushing.” Whether his department’s efforts will lead to a breakthrough before the 100-day mark remains to be seen, but the pressure is clearly mounting as the days pass without resolution.
Police have renewed their plea for tips, stressing the investigation will remain active until Nancy is located or all leads exhausted. Speculation about the suspect’s possible death or relocation adds urgency to forensic breakthroughs.
The disappearance of Nancy Guthrie has highlighted vulnerabilities even in protected communities and the enduring power of hope in the face of uncertainty. Whether the case ends in a joyful reunion or brings closure through other means, it has already left an indelible mark on those following the story — a testament to one family’s resilience and a community’s determination to bring answers home.
As the investigation enters its fourth month, the Guthrie family and law enforcement refuse to give up. For now, the search continues, supported by a survivor’s empathy, a family’s strength, and a sheriff fighting to deliver justice in one of Arizona’s most high-profile missing persons cases.
Business
Verizon: The Buy Case Still Holds After Q1 (NYSE:VZ)
I am a lawyer with a strong personal interest in investing and fundamental equity research. Over time, I developed a particular interest in small-cap companies, where I believe careful analysis can uncover businesses that are still misunderstood, underfollowed, or mispriced by the market. My goal is to identify companies with attractive long-term potential, solid business models, and a margin of safety that may not be fully reflected in their current valuation.My professional background in law has shaped the way I approach investment research. Legal training requires close reading, attention to detail, disciplined reasoning, and the ability to evaluate risk from multiple angles. I bring that same mindset to investing, particularly when analyzing corporate filings, disclosures, governance issues, business quality, and management communication. I am especially interested in understanding not only what a company reports, but also how its strategy, incentives, and risk profile may affect long-term shareholder outcomes.I am writing on Seeking Alpha because I enjoy the research process and value the opportunity to share ideas with a serious investing community. Writing helps me refine my own thinking, test my investment theses, and engage with other investors who also appreciate disciplined, independent analysis.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Business
Yangarra Resources: Strategy Shift
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