5 days ago
Palantir Technologies (NASDAQ:PLTR) CEO Alex Karp just added a third front to the fight over artificial intelligence (AI) safety on Thursday, arguing that the companies developing the technology -- the Anthropics and OpenAI's of the world -- should face civil and criminal penalties if AI causes the damage their CEOs are warning of.
Speaking with CNBC, Karp said that he agreed that "reasonable guidelines" for the industry should be enforced, but that "you can't do it" and that "the first line of defense" instead should be to hold companies and their leaders responsible for their own actions.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Karp was weighing in on an ongoing and high-profile debate within the industry. After Anthropic CEO Dario Amodei penned an essay warning that AI capabilities were improving too quickly for researchers to understand and control them and that action must be taken to ensure the public's safety, he was joined by several AI leaders with calls for a slowdown and increased oversight.
Here's a look at what they had to say:
#safety #Companies #warning #leaders
Speaking with CNBC, Karp said that he agreed that "reasonable guidelines" for the industry should be enforced, but that "you can't do it" and that "the first line of defense" instead should be to hold companies and their leaders responsible for their own actions.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Karp was weighing in on an ongoing and high-profile debate within the industry. After Anthropic CEO Dario Amodei penned an essay warning that AI capabilities were improving too quickly for researchers to understand and control them and that action must be taken to ensure the public's safety, he was joined by several AI leaders with calls for a slowdown and increased oversight.
Here's a look at what they had to say:
#safety #Companies #warning #leaders
7 days ago
CrowdStrike (CRWD) stock is already having a huge 2026, but Nvidia CEO Jensen Huang just offered investors another reason to stay bullish. Speaking at a Goldman Sachs technology conference, Huang said cybersecurity could become the next major growth driver for artificial intelligence and described CrowdStrike as Nvidia's (NVDA) "number one cybersecurity partner."
That matters because the AI opportunity is expanding beyond chatbots and data centers. As companies deploy more AI agents, they also face a growing number of security risks. CrowdStrike is positioning its Falcon platform to capture that spending, potentially giving CRWD another growth engine after its powerful run this year.
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The EV Bubble Has Burst. How to Play Rivian Stock Now.
#become
That matters because the AI opportunity is expanding beyond chatbots and data centers. As companies deploy more AI agents, they also face a growing number of security risks. CrowdStrike is positioning its Falcon platform to capture that spending, potentially giving CRWD another growth engine after its powerful run this year.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#become
10 days ago
Micron Technology (NASDAQ:MU) has been one of the hottest stocks to own this year, with its value rising by more than 240% heading into trading this week. At over $1 trillion in market cap, it has joined the illustrious trillion-dollar club this year and become one of the most valuable companies in the world.
And yet, investors remain bullish that it can continue to soar higher due to the impressive growth it's been generating, as tech giants continue to invest heavily in artificial intelligence (AI).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron recently announced plans to increase production of high-bandwidth memory (HBM), which could result in even better financial results. Here's why.
Image source: Getty Images.
#micron #technology #NASDAQ #missed
And yet, investors remain bullish that it can continue to soar higher due to the impressive growth it's been generating, as tech giants continue to invest heavily in artificial intelligence (AI).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron recently announced plans to increase production of high-bandwidth memory (HBM), which could result in even better financial results. Here's why.
Image source: Getty Images.
#micron #technology #NASDAQ #missed
12 days ago
13 days ago
This story was originally published on Bisnow, the newsroom global commercial real estate reads first. To receive daily news and ******* ysis, subscribe to Bisnow's free suite of newsletters.
CBRE's investment management arm has acquired a 5-year-old net lease company with ******* ets totaling 12M SF across the U.S.
CBRE Investment Management purchased Cerberus Capital Management's Tenet Equity business for $1.6B, both sides of the transaction announced in separate news releases Tuesday. CBRE said it made the investment on behalf of several of its investment strategies but didn't disclose which ones.
Net leases are real estate arrangements in which tenants are responsible for fees typically ******* ociated with ownership, like insurance, maintenance and taxes. This is often executed through leaseback deals, in which a business sells its property for a cash infusion and then leases it back to remain a tenant.
Along with the acquisition, CBRE is launching a new strategy to further invest in net lease properties. Akash Shivashankara, a CBRE IM senior portfolio manager, will be heading that strategy.
#management
CBRE's investment management arm has acquired a 5-year-old net lease company with ******* ets totaling 12M SF across the U.S.
CBRE Investment Management purchased Cerberus Capital Management's Tenet Equity business for $1.6B, both sides of the transaction announced in separate news releases Tuesday. CBRE said it made the investment on behalf of several of its investment strategies but didn't disclose which ones.
Net leases are real estate arrangements in which tenants are responsible for fees typically ******* ociated with ownership, like insurance, maintenance and taxes. This is often executed through leaseback deals, in which a business sells its property for a cash infusion and then leases it back to remain a tenant.
Along with the acquisition, CBRE is launching a new strategy to further invest in net lease properties. Akash Shivashankara, a CBRE IM senior portfolio manager, will be heading that strategy.
#management
14 days ago
Wall Street sees Apple Inc. (NASDAQ:AAPL) entering a significant hardware cycle ahead of its "Surprise and Shine" event streaming live on Wednesday, September 9, 2026. Bank of America, in particular, expects a broad slate of new Apple devices led by new iPhones and a Foldable iPhone.
On September 8, BofA Securities ***** yst Wamsi Mohan reiterated a Buy rating on the stock with a $380.00 price target. While Bofa may be bullish, it must be noted that one of Apple's anticipated products is launching in a market where competitors are already pushing foldable technology forward.
Chinese tech giants revealed timed foldable products ahead of Apple's launch, sharpening competition. Both unveiled foldables days before Apple's event, offering a fresh look at the competition Apple is about to face.
Pixabay/Public Domain
According to the Wall Street firm, Apple is anticipated to announce three new phones: the iPhone 18 Pro, Pro Max, and the tech giant's first foldable iPhone. This will likely be branded as the Ultra or the Fold.
#foldable #street
On September 8, BofA Securities ***** yst Wamsi Mohan reiterated a Buy rating on the stock with a $380.00 price target. While Bofa may be bullish, it must be noted that one of Apple's anticipated products is launching in a market where competitors are already pushing foldable technology forward.
Chinese tech giants revealed timed foldable products ahead of Apple's launch, sharpening competition. Both unveiled foldables days before Apple's event, offering a fresh look at the competition Apple is about to face.
Pixabay/Public Domain
According to the Wall Street firm, Apple is anticipated to announce three new phones: the iPhone 18 Pro, Pro Max, and the tech giant's first foldable iPhone. This will likely be branded as the Ultra or the Fold.
#foldable #street
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to go
20 days ago
Shares of MongoDB (NASDAQ: MDB) slumped out of the gate on Wednesday, plunging as much as 14.6%. As of 11:02 a.m. ET, the stock was still down 10.8%.
The catalyst that drove the database-as-a-service (DBaaS) provider lower was its quarterly financial report. While the results were better than expected, investors wanted more.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
For its fiscal 2027 second quarter (ended July 31), MongoDB delivered revenue of $772 million, up 30% year over year, showing that its strategy to tap into the booming demand for artificial intelligence (AI) is paying off. As a result, the company delivered adjusted earnings per share (EPS) of $1.90, which rose 90%.
For context, ******* ysts' consensus estimates were looking for revenue of $734 million and adjusted EPS of $1.61, so MongoDB surpassed both benchmarks with room to spare.
#mongodb #NVIDIA #flashing #revenue
The catalyst that drove the database-as-a-service (DBaaS) provider lower was its quarterly financial report. While the results were better than expected, investors wanted more.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
For its fiscal 2027 second quarter (ended July 31), MongoDB delivered revenue of $772 million, up 30% year over year, showing that its strategy to tap into the booming demand for artificial intelligence (AI) is paying off. As a result, the company delivered adjusted earnings per share (EPS) of $1.90, which rose 90%.
For context, ******* ysts' consensus estimates were looking for revenue of $734 million and adjusted EPS of $1.61, so MongoDB surpassed both benchmarks with room to spare.
#mongodb #NVIDIA #flashing #revenue
27 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
When you're planning a vacation, you probably aren't thinking about worst-case medical scenarios. Travel insurance, if it comes up at all, is often viewed as a way to protect against a canceled flight or lost baggage.
But a serious medical emergency abroad can wreak havoc on your finances. The U.S. Centers for Disease Control and Prevention estimates an international air ambulance can cost $30,000 to $250,000.
Emergency medical evacuation insurance is designed to protect against that risk. Here's everything you need to know about how this benefit works, what it pays for, and how to choose a plan that actually meets your needs.
Emergency medical evacuation insurance, sometimes called medevac coverage, helps pay for and coordinate transportation if you become seriously ill or injured during a trip.
#centers #disease
When you're planning a vacation, you probably aren't thinking about worst-case medical scenarios. Travel insurance, if it comes up at all, is often viewed as a way to protect against a canceled flight or lost baggage.
But a serious medical emergency abroad can wreak havoc on your finances. The U.S. Centers for Disease Control and Prevention estimates an international air ambulance can cost $30,000 to $250,000.
Emergency medical evacuation insurance is designed to protect against that risk. Here's everything you need to know about how this benefit works, what it pays for, and how to choose a plan that actually meets your needs.
Emergency medical evacuation insurance, sometimes called medevac coverage, helps pay for and coordinate transportation if you become seriously ill or injured during a trip.
#centers #disease
28 days ago
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using **** eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL) is a leading technology platform that provides digital payment solutions for merchants and consumers. On August 26, 2026, PayPal Holdings, Inc. (NASDAQ:PYPL) closed at $61.68 per share. Over the past month, Primo Brands Corporation (NYSE:PRMB) returned 6.92%, while its shares have declined 12.02% in the last 52 weeks. Primo Brands Corporation (NYSE:PRMB) has a market capitalization of $52.88 billion, and its stock has traded within a 52-week range of $38.46 to $79.22.
Greenlight Capital stated the following regarding PayPal Holdings, Inc. (NASDAQ:PYPL) in its Q2 2026 investor letter:
"PayPal Holdings, Inc. (NASDAQ:PYPL) is a consumer-facing payments platform with over 400 million active customers around the world. PYPL has long been viewed as being on the wrong side of the shift toward newer payment methods like Apple Pay, Shop Pay and Buy-Now-Pay-Later. After disappointing fourth-quarter results and a CEO transition, the stock sold off, creating an opportunity for us to acquire our position at an average price of $43.53. We believe PYPL's collection of payment **** ets is worth substantially more than the 8x earnings we paid. PYPL ended the quarter at $43.18. Subsequent to quarter-end, Stripe and Advent International reportedly made a joint offer to buy PYPL for $60.50 per share."
#pypl #NASDAQ #positions
In its second-quarter 2026 investor letter, Greenlight Capital highlighted PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL) is a leading technology platform that provides digital payment solutions for merchants and consumers. On August 26, 2026, PayPal Holdings, Inc. (NASDAQ:PYPL) closed at $61.68 per share. Over the past month, Primo Brands Corporation (NYSE:PRMB) returned 6.92%, while its shares have declined 12.02% in the last 52 weeks. Primo Brands Corporation (NYSE:PRMB) has a market capitalization of $52.88 billion, and its stock has traded within a 52-week range of $38.46 to $79.22.
Greenlight Capital stated the following regarding PayPal Holdings, Inc. (NASDAQ:PYPL) in its Q2 2026 investor letter:
"PayPal Holdings, Inc. (NASDAQ:PYPL) is a consumer-facing payments platform with over 400 million active customers around the world. PYPL has long been viewed as being on the wrong side of the shift toward newer payment methods like Apple Pay, Shop Pay and Buy-Now-Pay-Later. After disappointing fourth-quarter results and a CEO transition, the stock sold off, creating an opportunity for us to acquire our position at an average price of $43.53. We believe PYPL's collection of payment **** ets is worth substantially more than the 8x earnings we paid. PYPL ended the quarter at $43.18. Subsequent to quarter-end, Stripe and Advent International reportedly made a joint offer to buy PYPL for $60.50 per share."
#pypl #NASDAQ #positions
29 days ago
Allegion plc (ALLE), headquartered in Dublin, Ireland, manufactures and markets mechanical and electronic security products and solutions. Valued at $13.8 billion by market cap, the company offers door controls, locks, electronic security systems, and time and attendance solutions under brands like Schlage, CISA, and Von Duprin.
Shares of this global security products and solutions provider have underperformed the broader market over the past year. ALLE has declined 5.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 18.3%. In 2026, ALLE stock is up 2.1%, compared to the SPX's 11.8% rise on a YTD basis.
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#quantum
Shares of this global security products and solutions provider have underperformed the broader market over the past year. ALLE has declined 5.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 18.3%. In 2026, ALLE stock is up 2.1%, compared to the SPX's 11.8% rise on a YTD basis.
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#quantum
1 month ago
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BJ's Wholesale Club Holdings, Inc. reported fiscal second-quarter 2026 results Friday that beat Wall Street estimates for revenue and adjusted earnings. The retailer also raised its full-year adjusted EPS outlook. Shares traded higher following the results.
Total revenue rose 15.7% year over year to $6.227 billion, beating the $5.957 billion **** yst estimate. GAAP diluted EPS rose to $1.36 from $1.14 a year earlier. Adjusted diluted EPS also increased 19.3% to $1.36, beating the $1.17 **** yst estimate.
Net sales increased 15.9% to $6.091 billion. Operating income rose 16.5% to $252.4 million, while net income increased 15.4% to $173.9 million. Adjusted EBITDA climbed 14.3% to $347.2 million.
Don't Miss:
#adjusted #increased
BJ's Wholesale Club Holdings, Inc. reported fiscal second-quarter 2026 results Friday that beat Wall Street estimates for revenue and adjusted earnings. The retailer also raised its full-year adjusted EPS outlook. Shares traded higher following the results.
Total revenue rose 15.7% year over year to $6.227 billion, beating the $5.957 billion **** yst estimate. GAAP diluted EPS rose to $1.36 from $1.14 a year earlier. Adjusted diluted EPS also increased 19.3% to $1.36, beating the $1.17 **** yst estimate.
Net sales increased 15.9% to $6.091 billion. Operating income rose 16.5% to $252.4 million, while net income increased 15.4% to $173.9 million. Adjusted EBITDA climbed 14.3% to $347.2 million.
Don't Miss:
#adjusted #increased
1 month ago
On August 17, Uber Technologies (NYSE:UBER) announced a partnership with drone delivery company Zipline to bring autonomous drone delivery to Uber Eats customers across the United States, alongside a strategic investment in the company. The deal is Uber's second major drone bet after last year's tie-up with Flytrex, and it lands as the ride-hailing giant tries to convince investors its business is stronger than its stock price suggests. Shares are down roughly 9% this year even as revenue, profit, and user growth have all moved in the right direction.
Uber's core business kept expanding through the second quarter. Monthly active platform consumers climbed 16% year over year to 208 million, and trips rose 18% over the same period. CEO Dara Khosrowshahi told shareholders that Uber added more first-time users over the past 12 months than in any period over the previous five years, a sign the platform is still finding new riders rather than just retaining old ones. Gross bookings, the total dollar value spent across rides, delivery, and freight, jumped 24% year over year to $58 billion in the second quarter, and management is guiding for at least $58.3 billion in the third.
Delivery is doing much of the heavy lifting. The segment's revenue grew 28% year over year in the second quarter, compared to just 1% growth in transportation, and delivery now accounts for more than a third of total sales. That momentum is why the Zipline partnership matters. The companies are targeting 1 million drone deliveries per day by the end of 2029, with the first flights beginning later this year in Zipline's existing US markets before expanding to dozens of additional cities. Zipline already operates on four continents, has completed 2 million deliveries, and was valued at $7.6 billion after raising $800 million earlier this year, a well-funded partner rather than an unproven startup.
Uber is chasing a similar playbook with autonomous vehicles. Self-driving cars are already active in seven cities on the platform, and Khosrowshahi said that could more than double to 15 by the end of 2026, backed by roughly $10 billion Uber plans to deploy to help its autonomous partners scale over the next few years.
None of this has translated into the stock price. Uber shares are down about 9% year to date, even as the fundamentals have moved in the opposite direction. When a company's results improve while its stock falls, it usually means investors are pricing in risks that have not shown up in the numbers yet.
#drone #zipline #billion #autonomous
Uber's core business kept expanding through the second quarter. Monthly active platform consumers climbed 16% year over year to 208 million, and trips rose 18% over the same period. CEO Dara Khosrowshahi told shareholders that Uber added more first-time users over the past 12 months than in any period over the previous five years, a sign the platform is still finding new riders rather than just retaining old ones. Gross bookings, the total dollar value spent across rides, delivery, and freight, jumped 24% year over year to $58 billion in the second quarter, and management is guiding for at least $58.3 billion in the third.
Delivery is doing much of the heavy lifting. The segment's revenue grew 28% year over year in the second quarter, compared to just 1% growth in transportation, and delivery now accounts for more than a third of total sales. That momentum is why the Zipline partnership matters. The companies are targeting 1 million drone deliveries per day by the end of 2029, with the first flights beginning later this year in Zipline's existing US markets before expanding to dozens of additional cities. Zipline already operates on four continents, has completed 2 million deliveries, and was valued at $7.6 billion after raising $800 million earlier this year, a well-funded partner rather than an unproven startup.
Uber is chasing a similar playbook with autonomous vehicles. Self-driving cars are already active in seven cities on the platform, and Khosrowshahi said that could more than double to 15 by the end of 2026, backed by roughly $10 billion Uber plans to deploy to help its autonomous partners scale over the next few years.
None of this has translated into the stock price. Uber shares are down about 9% year to date, even as the fundamentals have moved in the opposite direction. When a company's results improve while its stock falls, it usually means investors are pricing in risks that have not shown up in the numbers yet.
#drone #zipline #billion #autonomous
1 month ago
Interested in Pan American Silver Corp.? Here are five stocks we like better.
Strong cash generation and shareholder returns: Pan American Silver reported $344 million in attributable free cash flow and returned a record $300 million to shareholders through buybacks and dividends. The company ended the quarter with $1.8 billion in cash and investments and approximately $3.2 billion in total available liquidity.
Silver outlook maintained, but gold guidance is pressured: Second-quarter silver production reached 6.5 million attributable ounces, supporting the full-year guidance of 25 million to 27 million ounces. Gold production was below quarterly expectations, and the company now expects to finish at the low end of its 700,000-to-750,000-ounce annual guidance range.
Operational challenges and project updates: Seismic activity at Jacobina and lower gold grades at El Peñón are weighing on gold output, while Pan American is pursuing mining and processing improvements at Jacobina. Development advanced at La Colorada and Timmins, but Escobal's consultation process continues without a restart timeline.
Gold and Silver Pulled Back—Here's Why the Bull Case Is Intact
#million #guidance #jacobina
Strong cash generation and shareholder returns: Pan American Silver reported $344 million in attributable free cash flow and returned a record $300 million to shareholders through buybacks and dividends. The company ended the quarter with $1.8 billion in cash and investments and approximately $3.2 billion in total available liquidity.
Silver outlook maintained, but gold guidance is pressured: Second-quarter silver production reached 6.5 million attributable ounces, supporting the full-year guidance of 25 million to 27 million ounces. Gold production was below quarterly expectations, and the company now expects to finish at the low end of its 700,000-to-750,000-ounce annual guidance range.
Operational challenges and project updates: Seismic activity at Jacobina and lower gold grades at El Peñón are weighing on gold output, while Pan American is pursuing mining and processing improvements at Jacobina. Development advanced at La Colorada and Timmins, but Escobal's consultation process continues without a restart timeline.
Gold and Silver Pulled Back—Here's Why the Bull Case Is Intact
#million #guidance #jacobina
1 month ago
Sidus ****** e (SIDU) shares have been inching higher ahead of the company's Q2 earnings, and the derivatives market believes they will extend gains further after the quarterly print.
In its first quarter, SIDU recorded $0.36 million in revenue on a loss of $0.08 per share. However, the firm lacks formal Wall Street consensus estimates for its fiscal Q2, as it currently receives coverage from just one ****** yst on Barchart.
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#sidu #cuban
In its first quarter, SIDU recorded $0.36 million in revenue on a loss of $0.08 per share. However, the firm lacks formal Wall Street consensus estimates for its fiscal Q2, as it currently receives coverage from just one ****** yst on Barchart.
Mark Cuban Says If You Win The Lottery, Don't Take The Lump Sum — And Tell People Who Ask for Money No, But 'Be Nice. No One Likes a Mean Billionaire'
JPMorgan Just Upgraded Salesforce Stock. Here's Why.
Why Wall Street Isn't Buying Super Micro's $60 Billion Backlog Quite Yet
#sidu #cuban
1 month ago
Highlands Ranch, Colorado-based UDR, Inc. (UDR) is one of the most favorably positioned multi-family apartment real estate investment trusts in the United States. The company has a market cap of $12.3 billion and owns, operates, acquires, develops, redevelops, renovates, and manages apartment communities in high-barrier-to-entry markets in the nation.
UDR stock has lagged behind the broader market over the past year, declining marginally compared to the S&P 500 Index's ($SPX) 22.4% surge. Moreover, in 2026, the stock has risen nearly 3.4%, underperforming the SPX's 13.3% rise as well.
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#market #Stock
UDR stock has lagged behind the broader market over the past year, declining marginally compared to the S&P 500 Index's ($SPX) 22.4% surge. Moreover, in 2026, the stock has risen nearly 3.4%, underperforming the SPX's 13.3% rise as well.
Don't ***** ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today
#market #Stock
2 months ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
According to average rates from the Zillow lender marketplace, mortgage rates are mixed heading into the weekend compared to Friday.
The current 30-year fixed rate today, Saturday, August 8, 2026, fell by 7 basis points to 6.61%, the 15-year fixed rate rose by 11 basis points to 6.01%, and the 5/1 ARM rose by 3 basis points to 6.37%.
Read more: Weekly survey of mortgage lenders with the lowest rates: Revealing the wide gaps among rates and fees
Here are the current mortgage rates today, Saturday, August 8, 2026, according to the latest Zillow data:
#points #saturday #august
According to average rates from the Zillow lender marketplace, mortgage rates are mixed heading into the weekend compared to Friday.
The current 30-year fixed rate today, Saturday, August 8, 2026, fell by 7 basis points to 6.61%, the 15-year fixed rate rose by 11 basis points to 6.01%, and the 5/1 ARM rose by 3 basis points to 6.37%.
Read more: Weekly survey of mortgage lenders with the lowest rates: Revealing the wide gaps among rates and fees
Here are the current mortgage rates today, Saturday, August 8, 2026, according to the latest Zillow data:
#points #saturday #august
2 months ago
With a market cap of $1.1 trillion, Berkshire Hathaway Inc. (BRK.B) is a diversified holding company with operations spanning insurance and reinsurance, freight rail transportation, utilities, and energy. It also operates businesses across manufacturing, services, and retailing, giving the company a broad and diversified business portfolio.
The Omaha, Nebraska-based company's shares have lagged behind the broader market over the past 52 weeks. BRK.B stock has risen 11.3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 23.4%. Moreover, shares of the company are up 2.8% on a YTD basis, compared to SPX's 13.5% gain.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ******* eX Earnings on Tap
#company #Stock #market #broader
The Omaha, Nebraska-based company's shares have lagged behind the broader market over the past 52 weeks. BRK.B stock has risen 11.3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 23.4%. Moreover, shares of the company are up 2.8% on a YTD basis, compared to SPX's 13.5% gain.
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Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ******* eX Earnings on Tap
#company #Stock #market #broader
2 months ago
Palantir blew past Wall Street's financial targets in its second quarter and forecast strong growth in the coming months, sending its stock surging 13% in after-hours trading on Monday.
Revenue in the three months ended June 30 increased 93% year over year, totaling $1.94 billion, compared with the $1.801 billion that ***** ysts were expecting. The AI software company posted net income of roughly $1.1 billion, or 41 cents per share, versus the average ***** yst estimate of 35 cents.
Palantir's growth was fueled by continued strength in the U.S., where commercial revenue jumped 149% from a year earlier and government revenue climbed 90%.
"Our business is compounding at a rate and scale that we have never before witnessed," Palantir CEO Alex Karp said in a letter to shareholders, noting that Palantir's second-quarter net income was more than the company generated in total revenue the year before.
The AI software company also issued another bullish outlook. Palantir expects third-quarter revenue of $2.160 billion to $2.164 billion and adjusted income from operations of $1.292 billion to $1.296 billion. It also raised its full-year 2026 revenue guidance to between $8.150 billion and $8.158 billion, up from its start-of-year forecast of $7.182 billion to $7.198 billion.
#revenue
Revenue in the three months ended June 30 increased 93% year over year, totaling $1.94 billion, compared with the $1.801 billion that ***** ysts were expecting. The AI software company posted net income of roughly $1.1 billion, or 41 cents per share, versus the average ***** yst estimate of 35 cents.
Palantir's growth was fueled by continued strength in the U.S., where commercial revenue jumped 149% from a year earlier and government revenue climbed 90%.
"Our business is compounding at a rate and scale that we have never before witnessed," Palantir CEO Alex Karp said in a letter to shareholders, noting that Palantir's second-quarter net income was more than the company generated in total revenue the year before.
The AI software company also issued another bullish outlook. Palantir expects third-quarter revenue of $2.160 billion to $2.164 billion and adjusted income from operations of $1.292 billion to $1.296 billion. It also raised its full-year 2026 revenue guidance to between $8.150 billion and $8.158 billion, up from its start-of-year forecast of $7.182 billion to $7.198 billion.
#revenue
2 months ago
By Stephen Nellis
SAN FRANCISCO, July 29 (Reuters) - Eliyan, a startup that aims to ease the bottlenecks in transferring data between AI chips in data centers, said on Wednesday it had raised $145 million in venture funding at a $1 billion valuation.
Cisco Systems, Lumentum and an early investor in networking pioneer Mellanox before its sale to Nvidia backed the raising, according to Santa Clara, California-based Eliyan.
The startup is developing technology aimed at the growing list of companies that are developing their own custom AI computing chips to compete with graphics processing units from Nvidia and Advanced Micro Devices.
Regardless of who makes them, most AI chips today face the same basic problem: They can process data much faster than they can send or receive it, which leaves pricey chips waiting and idle.
#NVIDIA
SAN FRANCISCO, July 29 (Reuters) - Eliyan, a startup that aims to ease the bottlenecks in transferring data between AI chips in data centers, said on Wednesday it had raised $145 million in venture funding at a $1 billion valuation.
Cisco Systems, Lumentum and an early investor in networking pioneer Mellanox before its sale to Nvidia backed the raising, according to Santa Clara, California-based Eliyan.
The startup is developing technology aimed at the growing list of companies that are developing their own custom AI computing chips to compete with graphics processing units from Nvidia and Advanced Micro Devices.
Regardless of who makes them, most AI chips today face the same basic problem: They can process data much faster than they can send or receive it, which leaves pricey chips waiting and idle.
#NVIDIA
2 months ago
Team Internet Group PLC (AIM:TIG, OTCQX:TIGXF, FRA:4CN) said it expects to return to year-on-year earnings growth in the second half after its Search division returned to profitability in June, completing its transition away from legacy AdSense for Domains revenue.
Adjusted EBITDA fell 21% year on year to US$19.5 million in the six months to June, though this represented an 8% improvement on the second half of 2025. Net revenue declined 16% to US$61 million, while gross margin widened to 34.1% from 27.6%.
The Comparison division increased adjusted EBITDA by 54% to US$8.4 million, alongside a 28% rise to US$13.7 million from Domains, Identity & Software. Search recorded a US$2.6 million loss across the half, but returned to profit in June following cost reductions, automation and the expansion of Related Search on Content.
Net debt climbed to US$117.5 million from US$87.6 million at December, reflecting tax payments and reduced working-capital financing rather than higher borrowings. Team Internet expects debt to fall significantly during H2.
Its strategic review of the DIS business is progressing with selected parties, with a further update due by the interim results on 7 September and any resulting transaction still targeted for completion during 2026.
#internet #ebitda
Adjusted EBITDA fell 21% year on year to US$19.5 million in the six months to June, though this represented an 8% improvement on the second half of 2025. Net revenue declined 16% to US$61 million, while gross margin widened to 34.1% from 27.6%.
The Comparison division increased adjusted EBITDA by 54% to US$8.4 million, alongside a 28% rise to US$13.7 million from Domains, Identity & Software. Search recorded a US$2.6 million loss across the half, but returned to profit in June following cost reductions, automation and the expansion of Related Search on Content.
Net debt climbed to US$117.5 million from US$87.6 million at December, reflecting tax payments and reduced working-capital financing rather than higher borrowings. Team Internet expects debt to fall significantly during H2.
Its strategic review of the DIS business is progressing with selected parties, with a further update due by the interim results on 7 September and any resulting transaction still targeted for completion during 2026.
#internet #ebitda
2 months ago
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Bitcoin (BTC-USD) opened at $65,214.10 on Tuesday, July 21, 2026, 0.8% higher than Monday's opening price. As of 9:30 a.m. ET this morning, the price of bitcoin moved up to $66,398.15.
Ethereum (ETH-USD) opened at $1,903.35 on Tuesday, July 21, 2026, up 1.7% from Monday's opening price. The price of ethereum moved higher this morning to $1,935.99 as of 9:30 a.m. ET.
Bitcoin and ethereum opened higher this morning. Investors' appetite for risk has returned momentarily; strength in crypto coincided with an uptick in the tech-heavy Nasdaq-100 (^NDX) this morning.
The trend may be more than a one-day blip. According to SoSo Value data, the last week marked the second consecutive week bitcoin ETFs had positive net inflows, for the first time since May. The inflows did not cover the outflows over the past several weeks.
#ethereum #opened #tuesday
Bitcoin (BTC-USD) opened at $65,214.10 on Tuesday, July 21, 2026, 0.8% higher than Monday's opening price. As of 9:30 a.m. ET this morning, the price of bitcoin moved up to $66,398.15.
Ethereum (ETH-USD) opened at $1,903.35 on Tuesday, July 21, 2026, up 1.7% from Monday's opening price. The price of ethereum moved higher this morning to $1,935.99 as of 9:30 a.m. ET.
Bitcoin and ethereum opened higher this morning. Investors' appetite for risk has returned momentarily; strength in crypto coincided with an uptick in the tech-heavy Nasdaq-100 (^NDX) this morning.
The trend may be more than a one-day blip. According to SoSo Value data, the last week marked the second consecutive week bitcoin ETFs had positive net inflows, for the first time since May. The inflows did not cover the outflows over the past several weeks.
#ethereum #opened #tuesday
2 months ago
Finding a bargain is a relative feat. For a growth investor like Cathie Wood, there might be deals in stocks that are slumping despite not yet being textbook cheap. She added to existing Ark positions in Archer Aviation (NYSE: ACHR), **** e Exploration Technologies (NASDAQ: SPCX), and Meta Platforms (NASDAQ: META) on Monday.
Archer and **** eX are now trading below their IPO pricing. Meta is faring a bit better than the recent slides at Archer and **** eX, but the Facebook parent company is still trading 8% lower over the past year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's take a closer look at the three potentially opportunistic purchases by Ark to kick off the new trading week.
One of Monday's biggest winners was Archer Aviation stock. One of the leaders in the development of electric vertical takeoff and landing (eVTOL) aircraft saw its shares soar nearly 20% on its heaviest day of trading volume since late last year after introducing a new revenue stream.
#NVIDIA #aviation #company
Archer and **** eX are now trading below their IPO pricing. Meta is faring a bit better than the recent slides at Archer and **** eX, but the Facebook parent company is still trading 8% lower over the past year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's take a closer look at the three potentially opportunistic purchases by Ark to kick off the new trading week.
One of Monday's biggest winners was Archer Aviation stock. One of the leaders in the development of electric vertical takeoff and landing (eVTOL) aircraft saw its shares soar nearly 20% on its heaviest day of trading volume since late last year after introducing a new revenue stream.
#NVIDIA #aviation #company
2 months ago
MILAN, July 21 (Reuters) - A Milan court has rejected a request for precautionary measures filed by Telecom Italia (TIM) against KKR-backed FiberCop over new tariffs for access to Italy's main fixed-line telecoms network, grid owner FiberCop said.
The dispute centres on the terms governing TIM's access to the fixed-line network it sold to a KKR-led consortium in 2024 under a restructuring aimed at cutting the former phone monopoly's debt.
TIM had asked the court, under a fast-track procedure, to order FiberCop to notify telecoms regulator AGCOM of the economic conditions set out in a long-term service agreement governing TIM's access to the network ***** ets.
In a ruling issued on Tuesday, the Milan court rejected TIM's request, saying the interpretation of the Master Service Agreement (MSA) put forward by TIM was not supported by the contract, FiberCop said in a statement.
TIM declined to comment.
#court
The dispute centres on the terms governing TIM's access to the fixed-line network it sold to a KKR-led consortium in 2024 under a restructuring aimed at cutting the former phone monopoly's debt.
TIM had asked the court, under a fast-track procedure, to order FiberCop to notify telecoms regulator AGCOM of the economic conditions set out in a long-term service agreement governing TIM's access to the network ***** ets.
In a ruling issued on Tuesday, the Milan court rejected TIM's request, saying the interpretation of the Master Service Agreement (MSA) put forward by TIM was not supported by the contract, FiberCop said in a statement.
TIM declined to comment.
#court
2 months ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Gold August (GC=F) futures opened at $4,059.80 this morning, Wednesday, July 15, 2026, down 0.2% compared to Tuesday's closing price. The price of gold is falling this morning, moving down to $4,035.40 as of 7:41 a.m. ET.
U.S. airstrikes have targeted Iranian military sites for the fourth day in a row this week in retaliation for Iranian attacks on ships trying to navigate the Strait of Hormuz. President Trump says the U.S. will continue their selective bombardment until the strait is opened and safe for merchant ships.
Yesterday's softer-than-expected inflation report aligns with more peaceful conditions between the warring countries last month, but renewed escalations in July have sent oil prices sharply upward once again. Oil prices (BZ=F) are up over 9% in the last five days.
While most market observers are confident the Fed will not raise rates later this month to battle inflation, September will remain a focal point, especially if the violence continues.
Gold August (GC=F) futures opened at $4,059.80 this morning, Wednesday, July 15, 2026, down 0.2% compared to Tuesday's closing price. The price of gold is falling this morning, moving down to $4,035.40 as of 7:41 a.m. ET.
U.S. airstrikes have targeted Iranian military sites for the fourth day in a row this week in retaliation for Iranian attacks on ships trying to navigate the Strait of Hormuz. President Trump says the U.S. will continue their selective bombardment until the strait is opened and safe for merchant ships.
Yesterday's softer-than-expected inflation report aligns with more peaceful conditions between the warring countries last month, but renewed escalations in July have sent oil prices sharply upward once again. Oil prices (BZ=F) are up over 9% in the last five days.
While most market observers are confident the Fed will not raise rates later this month to battle inflation, September will remain a focal point, especially if the violence continues.
2 months ago
By Anna Szymanski
July 13 (Reuters) - What matters in U.S. and global markets today
By Anna Szymanski, Editor-in-Charge, Reuters Open Interest
Crude oil prices rose on Monday morning after military action between the U.S. and Iran escalated over the weekend.
In equities, memory chip stocks extended recent losses in Asia trading, with South Korea's chip-heavy KOSPI index slumping. Global stocks looked shaky early on Monday, ahead of a packed week which will bring second-quarter earnings and U.S. June inflation data.
July 13 (Reuters) - What matters in U.S. and global markets today
By Anna Szymanski, Editor-in-Charge, Reuters Open Interest
Crude oil prices rose on Monday morning after military action between the U.S. and Iran escalated over the weekend.
In equities, memory chip stocks extended recent losses in Asia trading, with South Korea's chip-heavy KOSPI index slumping. Global stocks looked shaky early on Monday, ahead of a packed week which will bring second-quarter earnings and U.S. June inflation data.
2 months ago
AI drives demand for goods beyond just semiconductors and software. Investors are increasingly looking at energy ******* ets to power data centers. This includes natural gas pipelines, electric utilities, transmission networks and nuclear energy. Several of the best ETFs focus on these industries.
"Electricity is the new oil," said Tortoise Capital Chairman and CEO Tom Florence. He argues that the growing need for power will become one of the big investment themes of the coming decade.
This fits squarely into Tortoise's roots. Founded in 2002, the investment firm built its reputation investing in energy infrastructure. It started in master limited partnerships (MLPs), but later expanded across the broader energy industry. Today, it applies that expertise to newer energy demand. And that includes the electricity needed to power AI data centers.
Florence became CEO in 2023. He previously held senior leadership roles at Merrill Lynch, Fidelity and Morningstar. And at Tortoise he is leading that transition as the firm broadens its ETF lineup.
Tortoise has $10.7 billion in ******* ets under management across ETFs and institutional strategies. Its fund lineup includes nine funds focused on the energy sector. Clients include financial advisors, institutions and individual investors.
"Electricity is the new oil," said Tortoise Capital Chairman and CEO Tom Florence. He argues that the growing need for power will become one of the big investment themes of the coming decade.
This fits squarely into Tortoise's roots. Founded in 2002, the investment firm built its reputation investing in energy infrastructure. It started in master limited partnerships (MLPs), but later expanded across the broader energy industry. Today, it applies that expertise to newer energy demand. And that includes the electricity needed to power AI data centers.
Florence became CEO in 2023. He previously held senior leadership roles at Merrill Lynch, Fidelity and Morningstar. And at Tortoise he is leading that transition as the firm broadens its ETF lineup.
Tortoise has $10.7 billion in ******* ets under management across ETFs and institutional strategies. Its fund lineup includes nine funds focused on the energy sector. Clients include financial advisors, institutions and individual investors.
