40 Cans Hit Home Depot

London’s FTSE 100 fell about 91 points to 10,282, with Asia-focused banks and miners leading declines, according to the live market report. Standard Chartered, HSBC and Prudential were down 3.8%–5.2%, while Glencore and other miners slid as crude retreated. In the US, Nasdaq and S&P 500 were lower in early trading. Separately, GSK agreed an £8bn takeover of a US oncology specialist.

TerraPower is building Kemmerer Unit 1, a sodium-cooled small modular reactor (SMR) in Wyoming, after the Nuclear Regulatory Commission granted a permit in March for the first US commercial SMR. CEO Christopher Levesque said the design avoids high-pressure water cooling and can reduce emergency planning zones to 300 meters. Meta is evaluating up to eight reactors for data centers. Korean partners include SK Innovation/ SK Inc. (US$250 million in 2022) and others supplying components. Constructio

Home Depot’s stock has lagged the S&P 500, with 12% total return over five years (as of June 1) versus 94% for the index. The article says demand is cyclical: revenue rose 19.9% and 14.4% in fiscal 2020-21, then slowed to 2.2% annualized growth (2021-25) and Q1 FY26 same-store sales were +0.6%. It also notes professionals drive about half of revenue and management emphasizes capital returns, including $14.2B net income and $16.3B operating cash flow in FY25.

Simply Wall St says a Texas liability ruling and a steady outlook at Home Depot (HD) have shifted the stock’s investment narrative. The piece also references multiple fair value estimates, including one suggesting HD could be worth $321.94, and highlights key positives and risks for investors, while noting it is general analysis, not financial advice.

Jim Cramer discussed Home Depot (HD) amid “legitimate disappointments,” citing rising interest rates as a headwind for home improvement retailers. He said Home Depot posted a modest earnings beat but same-store sales rose only 0.6% and were below expectations. Cramer noted management reiterated its full-year outlook and said early May was strong, while CEO Ted Decker linked performance to a stronger housing market.

The article highlights three dividend stocks—Home Depot, Hershey, and Diageo—whose shares have fallen 20% or more amid macro headwinds. It cites Home Depot’s $2.33 quarterly dividend (2.98% forward yield) and 65% payout ratio; Hershey’s ~3% forward yield with 2026 low-single-digit sales growth; and Diageo’s ~3.88% yield, 91% of free cash flow paid as dividends, and a target to raise free cash flow to $3B.