GOOG trades at a P/E of 14 versus META's 24, with Cloud revenue surging 82% while META's operating margins collapsed from 43% to 31%.
META's Reality Labs bleeds roughly $4B per quarter, 2026 capex is projected between $130B and $145B, and active litigation makes it a volatile aggressive-growth bet rather than a retirement hold.
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Alphabet (NASDAQ:GOOG) and Meta Platforms (NASDAQ:META) just unleashed rival consumer AI agents (Google's family-focused CC, a shared agent supporting up to six family members, and Meta's single-user Muse, aiming for higher autonomy across a user's digital life, including commerce), and the retirement-focused investor writing one check today needs a clear answer: which mega-cap deserves the slot?
Both stocks are pouring tens of billions into AI infrastructure. Both consumer AI agents (not just chatbots) are designed to take real actions on a user's behalf rather than only answering questions. However, CC is a family-oriented productivity and logistics agent tightly tied to the Google ecosystem. Muse is a more general-purpose personal agent aiming for higher autonomy across a user's digital life, including commerce. They compete in the emerging "AI agent that actually does things" category, but target different use cases and user models.

#stocks #family

On September 15, Digital Realty (NYSE:DLR) made ServiceFabric MCP available, a software layer that lets AI agents design, monitor and troubleshoot network connections across more than 800 data centers, including third-party sites. That nudges a real estate company toward becoming a control panel for enterprise AI. It arrives after second quarter results reported on July 23, when Core FFO per share, the company's preferred earnings yardstick, excluding net promote rose to $2.13 from $1.87 a year earlier. Here is what the launch does, and what it has yet to prove.
The pitch is that enterprise AI needs more than servers. It needs power, cooling, and sovereign placement that software can control. ServiceFabric MCP handles four jobs: designing and provisioning connections, spotting capacity and watching live network health, managing access through OAuth 2, and handing troubleshooting to agents with links into chat and monitoring tools. It is also open by design. Customers do not have to live only in Digital Realty buildings or commit to a single AI model. An IDC research VP argues that public cloud interfaces alone cannot give enterprises enough control over data movement and policy, which favors providers that pair global reach with programmable interconnection. Digital Realty runs the system on its own AI workloads, and See All AI, a medical imaging developer, leans on the Boston campus and ServiceFabric to move large datasets quickly and securely.
The financial engine underneath is running hot. Renewal leases in the second quarter were signed at rates 25.4% higher on a cash basis, which shows customers will pay more to stay put. Signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share, so future revenue is already lined up. Management responded by lifting its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20.
Start with what the launch has not shown yet. Digital Realty itself calls MCP an emerging standard, and ServiceFabric MCP is still being validated across internal, enterprise, and partner deployments. The announcement puts no dollar figure on what it could add to revenue, and the company describes it only as the first programmable surface of a larger architecture that may later stretch into ***** e, power and inventory. Until customers pay for this layer, it is a promising idea more than a line item.
Then there is the bill for the physical side. Digital Realty carried about $18.6 billion of debt at June 30, 2026, and its 2026 development spending outlook, net of partner contributions, now sits at $4.25 billion to $4.75 billion. The outlook also ***** umes new long-term debt priced at 4.5% to 5.5%, up from the earlier 4.0% to 4.5%. To help pay for growth, the company has sold roughly 13.5 million shares this year for about $2.5 billion, which spreads future earnings across more owners. And the quarter's headline flattered a bit: Core FFO per share of $2.65 included a $18

Meta Platforms, Inc. (NASDAQ:META) is taking another step toward monetizing artificial intelligence beyond its core advertising business. On September 9, the company acquired AI startup Stilla.ai.
The acquisition will strengthen the company's agentic AI capabilities as it moves to capitalize on growing demand for AI agents that can handle business transactions. Plans are underway to integrate Stilla.ai's team and technology into Meta Business Agent, which already helps businesses interact with customers across various platforms.
Stilla.ai's technology could help Meta's Business Agent enable more sophisticated interactions between customers and AI agents across its messaging platforms. In the long term, customers could use AI agents to inquire about products, discuss pricing, and potentially complete purchases without leaving Meta's ecosystem.
Such capabilities could result in new monetization opportunities as the company faces increasing pressure to generate returns from its substantial artificial intelligence investments. Rather than relying exclusively on AI to improve advertising efficiency, Meta could use AI to facilitate transactions and capture value from the commercial activity taking place across its platforms.
The acquisition could help the company build an AI-driven commerce layer across its massive messaging ecosystem. The company has access to billions of users across Facebook, Instagram, Messenger, and WhatsApp, while millions of businesses already use its platforms to communicate with customers.

#customers #agents

Gov. Gavin Newsom on Saturday signed legislation to increase security for the state's voting systems and protect Californians' ability to cast ballots in an effort to guard against potential interference in the Nov. 3 election, including by the Trump administration.
Newsom pointed to the Trump administration's recent effort to restrict mail-in voting through the U.S. Postal Service, which was struck down by the U.S. Supreme Court, and the presence of federal monitors at California polls last year as evidence that Trump "will continue his efforts to interfere with the November election."
"Donald Trump won't stop until he can exert dictatorial control over your free vote and disenfranchise millions of people this November. California will stop him at every opportunity," Newsom said in a statement. "We have no bigger task than fighting to protect the right to vote from interference and meddling — the future of democracy is on the line. These bills today build upon the wall California has built to safeguard our electoral process."
The governor signed the package of bills at the ****** anese American National Museum in Little Tokyo, where a year earlier federal agents gathered outside a political rally he was hosting. Then-Border Patrol Sector Chief Gregory Bovino, who had been leading the immigration operations in California, was among those outside the event, joined by agents in helmets, camouflage, masks and holding guns. Newsom described their presence as political intimidation.
One bill Newsom signed Saturday cites efforts to "weaponize law enforcement authority for political purposes," including Republican "Sheriff Chad Bianco's seizure of ballots in Riverside County," and the election monitors sent by the U.S. Justice Department to polling sites in five counties during a 2025 special election on redistricting.

#political

Credit card companies are racing to claim a place at the checkout when AI agents start shopping on behalf of consumers—even as shoppers remain skeptical of letting bots spend their money.
Mastercard rolled out a payment option Thursday that lets people give an AI agent a virtual card and allow it to buy things online without checking in before each purchase. Cardholders can limit how much it spends, restrict which retailers it buys from, or require approval before checkout.
"This is a land grab for infrastructure standards," Phil Bruno, chief strategy and growth officer at payments company ACI Worldwide, told Fortune. "If they set the standards for agentic commerce, they can keep the commerce in their environments for decades to come."
Rival Visa partnered with Alchemy earlier this year and has also announced its own AI shopping and payment product, Visa Intelligent Commerce, which the company says is still being deployed. Similarly, Meta has Muse, which can search for products and navigate checkout, but presents the purchase for the user's final approval.
It seems, though, that shoppers appear far more interested in using AI to find a deal than letting it pay. Just 7% of U.S. and U.K. consumers surveyed who buy fashion items said they would allow an AI ***** istant to make purchases without approval under predefined conditions, according to research commissioned by ACI Worldwide. More than half said they were uncomfortable allowing AI to purchase on their behalf.

#purchase #consumers

Choosing the right mortgage lender could save you thousands of dollars. Shopping for one should be one the first steps you take when buying a house.
Comparing lenders and lining up preapprovals early gives you some benchmarks to work from, and when your real estate agent recommends lenders, you'll have a better sense of whether they're offering a good deal. Plus, having preapprovals in hand lets buyers and agents know you're serious.
Real estate agents typically have a roster of recommended lenders, often built on years of repeat business. "Choosing a lender is not just about obtaining financing," says Matthew Martinez, a California real estate broker. "It is about choosing one of the most important members of the transaction team."
Agents vet lenders to add to their networks, and they know what separates a good one from a bad one. Here are the four questions they say you should ask any lender you're considering.
A lender may offer a special program based on your profession, income or location that can make the mortgage more affordable.

#agents #estate #good #know

Evereve, the women's fashion retailer based in Endina, Minn., has named style and creative director Sarah Clary as advisory chief creative officer.
In her advisory role, she will help shape Evereve's creative direction and brand storytelling, beginning with the company's fall campaign, "Jeans That Make Me Feel ____."
More from WWD
Peter Arnold Promoted to President of Fashion Scholarship Fund
Designers & Agents Wraps Up Successful Show Amid NYFW Hustle

#fashion

SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security ****** e, recently expanded its strategic alliance with CrowdStrike. As part of the revised arrangement, the company's SailPoint SecOps Identity Intelligence will be integrated with CrowdStrike Falcon Next-Gen SIEM. This will help in expediting threat detection procedures, and will also incorporate access data and identity governance into the overall investigation process. The expanded partnership will facilitate security teams in lining up the identity insights with Falcon's existing security telemetry.
Copyright: franckito / 123RF Stock Photo
The announcement aligns strongly with SailPoint's broader strategic narrative revealed in its Q2 FY27 print. It builds upon several recent initiatives undertaken by the management, such as introduction of the SailPoint Identity Security solution. This is aimed toward integrating SailPoint Agentic Fabric with SailPoint Human Fabric for real-time discovery and security of complex digital ecosystems. The company also launched its Cursor Enterprise connector, which helps organizations to leverage a highly-integrated control plane to manage human developers and autonomous AI agents.
The recently released financials also back this narrative as the company delivered a 25% year-over-year growth in its annual recurring revenue, which stood at $1.231 billion. SailPoint generated $45 million in operating cash flow during the second quarter, along with $37 million in free cash flow.
By weaving SailPoint's identity intelligence into Falcon Next-Gen SIEM, customers gain extra context inside workflows they already rely on, making it easier to probe identity-related risks. The integration augments SailPoint's position at a time when identity threats are on a rise. This leads to an opportunity for SailPoint to cement itself as a leading provider of advanced security solutions.

#sailpoint #falcon #next

Jim Cramer put Intel Corporation (NASDAQ:INTC) and Micron Technology, Inc. (NASDAQ:MU) at the top of his technology stock list during the September 17 episode of Mad Money, as he said:
Yesterday, I said that people would buy tech. We got that in spades today. I continue to recommend the cybersecurity stocks, and I'd add Okta to the list because rogue agents cannot be stopped unless we can identify them first. That's Okta's job. I still think that Intel, as I tell club members, is the best stock in show, and Micron, number two… Both their products are in short supply. I just bought some Micron, candidly.
Intel Corporation's (NASDAQ:INTC) second-quarter revenue rose 25% year over year to $16.1 billion, while Data Center and AI revenue increased 59% to $6.3 billion. Intel Products generated $4.8 billion of operating income in the second quarter, up from $2.7 billion a year earlier, while Data Center and AI operating income increased $1.8 billion to $2.5 billion.
The company said client supply constraints are expected to ease in the second half of 2026, while industry-wide constraints affecting Data Center and AI products are expected to persist into 2027.
Micron Technology, Inc.'s (NASDAQ:MU) fiscal third-quarter GAAP operating margin reached 80.4%, up from 67.6% in the prior quarter and 23.3% a year earlier. Its non-GAAP operating margin was 81.2%. Operating cash flow reached $25.4 billion. The company also said DRAM inventories were "very tight and below 120 days."

#NASDAQ #operating #year #data

XRP serves three live functions: cross-currency payment settlement, collateral at Ripple Prime, and streaming payments for AI software agents via Stripe's Machine Payments Protocol.
XRP's native Payment Channels enable streaming micropayments in one settlement transaction, a capability Ripple's own RLUSD stablecoin cannot yet match.
Agent payments remain in beta with zero live commercial volume, while payments and collateral already handle real institutional capital.
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XRP (CRYPTO:XRP) serves three key functions. It facilitates payment settlements between currencies, acts as collateral for positions at prime brokers, and more recently, it covers expenses for software agents. The latter function was introduced through a standard co-authored by Stripe and Tempo, using XRP in a way Ripple's own dollar stablecoin has yet to achieve.

#payment #live #settlement #Streaming

Artificial intelligence (AI) is rapidly changing the cybersecurity landscape, and CrowdStrike Holdings (CRWD) believes the threat is no longer theoretical. CEO George Kurtz recently described the situation as the "genie's out of the bottle," underscoring that AI capabilities are now widely available and can be exploited by attackers. CrowdStrike's 2026 Global Threat Report found that AI-enabled adversary activity surged 89% year-over-year, while the company has also observed attacks moving at machine speed.
Kurtz said AI agents should be secured like privileged users, with strict permissions, temporary credentials, and emergency shutdown capabilities, while humans retain control over critical decisions. He also urged AI companies such as Anthropic and OpenAI to work more closely with cybersecurity firms and independent evaluators to address emerging AI-related threats.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike

#openai #year #crowdstrike

CoreWeave (NASDAQ: CRWV) stock was rocked on Thursday. The artificial intelligence (AI) cloud company's shares closed down more than 5% on news of two fundraising measures it announced that morning.
CoreWeave announced an at-the-market (ATM) issue of its publicly traded Class A common stock. Up to 35 million shares are to be sold in a public offering by a large syndicate of sales agents.
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 »
The company said it will use its share of the proceeds "to provide ongoing financing flexibility and to support CoreWeave's objective of migrating its enterprise credit profile toward investment grade."
The company also announced an issue of convertible senior notes. It will float $3 billion worth of the securities, which mature in 2033 if not converted, in a private offering. The company intends to offer the initial purchasers of the note up to a total of $500 million in additional aggregate principal amount of notes.

#shares

On September 14, during the episode of Mad Money, Jim Cramer said CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is emerging as a beneficiary of growing concerns over the cybersecurity risks created by artificial intelligence, as he said:
Over the weekend, the co-founder and CEO of Anthropic published an essay where he pushed for a slowdown among the frontier AI labs in order to handle newfound security concerns. In response to that, the cybersecurity cohort just went crazy because there are the companies that can prevent AI agents from randomly hacking into networks all over the world, and it's the cybersecurity companies. Take CrowdStrike, which shot up nearly 14% today, leading the S&P 500, something I feel great about, of course, because we own it big for the Charitable Trust. These guys have been adamant that AI represented a great opportunity for their business, and now Wall Street's finally gotten the memo.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) second-quarter fiscal 2027 revenue increased 26% year over year to $1.47 billion, while ending annual recurring revenue rose 25% to $5.84 billion. Net new ARR reached a record $332.8 million, and free cash flow was $377.4 million. The company also raised its full-year fiscal 2027 net new ARR growth outlook to 34% at the midpoint, up 630 basis points. CEO George Kurtz said the company believes securing AI is its "largest market opportunity in our history."
Kurtz said on September 14 that AI-driven threats are already operating at machine speed, describing the emerging threat as autonomous campaigns rather than individual hackers. He identified endpoints, cloud workloads and SaaS as key battlegrounds and said "enforcement at machine speed" is needed to stop AI agents in motion. CrowdStrike has responded by expanding into AI-agent, model and infrastructure protection, including Continuous Identity for AI Agents and Falcon AI Detection and Response.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) valuation leaves little room for a meaningful slowdown in growth. Yahoo Finance currently shows a forward P/E of approximately 188.7 times and a price-to-sales ratio of roughly 44.6 times. Those multiples leave little room for a material slowdown in ARR growth, weaker adoption of newer products, or greater competitive pressure. The company also remains much less profitable on a GAAP basis than its adjusted results suggest. The company reported a $33.2 million GAAP operating loss in the latest quarter against $371.6 million of non-GAAP operating income, while stock-based compensation and related employer payroll taxes totaled $399 million.

#crwd

With ***** e Exploration Technologies shares already available, an Anthropic IPO just around the corner, and OpenAI's IPO likely coming next year, investors will soon have plenty of leading artificial intelligence stocks to choose from.
But a subtler AI play is already available through Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). Google Gemini is a leading AI model and is a popular choice among enterprise users. Indeed, Alphabet CEO Sundar Pichai recently said that almost 90% of Fortune 100 companies use Gemini Enterprise.
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 »
Here's why that's great news for Alphabet stock and its investors.
A lot of attention is being paid to consumer AI markets right now, partly because individuals were among the earliest adopters of AI, long before companies began experimenting with AI chatbots and agents.

#alphabet #signal #enterprise

Reps. Mike Lawler (R-NY) and Josh Gottheimer (D-NJ) say they would not have raised interest rates and discuss the impact of higher rates and inflation on consumers. Rep. Lawler says the Fed's decision demonstrated its independence and discusses President Trump's proposed $5,000 dividend and questions over how it would be paid for. Rep. Gottheimer says higher rates will hurt consumers through credit-card bills, housing payments and other costs. They also discuss their bipartisan Stop Rogue AI Act and the need for federal standards to identify and control AI agents, while keeping the US competitive in artificial intelligence. They speak with Kailey Leinz and Joe Mathieu on Bloomberg's "Balance of Power."

#rates #lawler #president

Bain Capital Ventures closed its 11th flagship fund at $1.6 billion on Wednesday, betting big on a "post-AGI world" that places AI agents as the chief economic driver of productivity.
The firm has been swapping software for something venture capital has never underwritten: AI-native companies that sell the work itself rather than the technology behind it.
Software startups made up 80% of Fund IX and around 20% of Fund X, said partner Matt Harris. For Fund X, AI-native startups made up 80% of the portfolio.
"The classic software startup is just not being born anymore," Harris said. "These companies where AI is just one feature among many, I think that's thoroughly uninteresting to us and, most importantly, to the most ambitious founders."
BCV defines "post-AGI" as AI agents being as productive as humans. This model's first proof point came in the form of Reserv, an AI-native insurance claims administration startup that the firm incubated with Altai Ventures and other partners. According to Harris, the company hit $100 million in revenue in its second full year. In May, the company raised a $125 million Series C.

#agents

Amazon Business is now a $60B operation serving 11 million customers worldwide. In this FreightWaves Today interview, Amazon Business exec Daniel Silverfield breaks down what that scale means for procurement, supplier consolidation, same-day grocery delivery and AI-driven savings.The big takeaway: business buyers want fewer suppliers, better visibility and less waste in purchasing. Silverfield explains how Amazon Business is pitching exactly that to everyone from small companies to Fortune 100s.
Amazon Business has hit $60 billion in annualized gross sales and now serves 11 million customers worldwide, with 1.8 million organizations added this year alone — a growth rate that puts it on par with a Fortune 100 company if it were standalone. The platform, which launched roughly a decade ago after Amazon noticed businesses already shopping on amazon.com, is increasingly central to how companies across sectors manage procurement, from office supplies to same-day groceries.
The scale matters to shippers, carriers, and brokers because Amazon Business is driving a fundamental shift in B2B purchasing behavior — consolidating supplier pools, centralizing data, and moving procurement from quarterly reporting cycles to an always-on, AI-powered model. Every order that migrates to the platform is one fewer touchpoint for traditional distributors and one more shipment flowing through Amazon's own logistics network.
Daniel Silverfield, head of value and selection for Amazon Business, said the platform saved customers $880 million on Prime free shipping last year and $1 billion through business-specific discounts. The company added 30% new items year over year and recently launched same-day grocery delivery across 2,300 U.S. cities in the first half of this year, a capability customers had been requesting for some time.
"The big shift that we're seeing is that people are moving to a continuous, always-on, conversational-powered procurement journey where agents may be looking for the best price while they're asleep, maybe negotiating on their behalf while they're asleep, and then surfacing to them the best product to buy," said Silverfield.

#customers

The White House on Thursday withdrew the nomination of Oklahoma state trooper Lance Schroyer to lead Immigration and Customs Enforcement after a Republican blocked his confirmation hearing.
Schroyer's nomination stalled after Senate Homeland Security Chair Rand Paul (R-Ky.), a foe of Homeland Security Secretary Markwayne Mullin, requested that the Department of Homeland Security provide his committee with more information about its investigation into two ICE and Border Patrol agents accused of killing two U.S. citizens in Minneapolis in January.
Paul, who as chair controls the committee's hearing and markup agenda, did not oppose Schroyer's nomination, per Drew Carmichael, a spokesperson for the senator.
Schroyer was a surprise pick to lead ICE. He had no experience leading a major law enforcement agency, let alone an organization the size of ICE. But Schroyer has close ties with the DHS secretary. Schroyer at one point led Mullin's security detail and Mullin made Schroyer a senior adviser at DHS.
The White House and DHS did not immediately respond to requests for comment.

#homeland #mullin #enforcement

Salesforce (CRM) investors have an important date to watch as the company prepares to host its Investor & ****** yst Session on Wednesday, Sept. 16, during Dreamforce 2026. The event comes at a critical time for Salesforce as investors look for greater clarity on how the company plans to turn rapid artificial intelligence (AI) adoption into sustainable revenue growth. Salesforce recently delivered a strong second-quarter fiscal 2027 report, with current remaining performance obligations rising 14% and management raising its full-year revenue guidance.
Against this backdrop, the Investor Day session could provide additional insight into Salesforce's long-term financial position, Agentforce, Data 360, and AI monetization. The company has increasingly positioned AI agents as a major growth opportunity, while its recent partnership with Anthropic has further expanded its AI ecosystem.
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Nvidia CEO Jensen Huang Just Dropped Huge News for This Cybersecurity Stock

#company #revenue

Alluvium ***** et Management, an ***** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted H&R Block, Inc. (NYSE:HRB). H&R Block, Inc. (NYSE:HRB) provides ***** isted and do-it-yourself (DIY) tax preparation solutions. On September 14, 2026, H&R Block, Inc. (NYSE:HRB) closed at $45.74 per share. Over the past month, H&R Block, Inc. (NYSE:HRB) declined 10.21%, and its shares lost 8.87% over the past 52 weeks. H&R Block, Inc. (NYSE:HRB) has a market capitalization of $5.64 billion, and its stock has traded within a 52-week range of $28.16 and $58.67.
Conventum – Alluvium Global Fund stated the following regarding H&R Block, Inc. (NYSE:HRB) in its Q2 2026 investor letter:
"Last quarter we mentioned in regard to H&R Block, Inc. (NYSE:HRB), the tax agents, that a "SAASpocalypse" did not necessarily apply across the board, and that there was a mispricing opportunity so we bought more. Somewhat ironically, during its results call in early May, management stated that rather than AI replacing its products, it is using AI to build better products which are being well received. After returning 21.3% during the quarter, it now accounts for 4.6% of the Fund. Although it is now trading at a more respectable price, H&R Block achieves high returns on its capital, and trades at double digit cash flow and earnings yields. In no way do we see it as expensive."
H&R Block, Inc. (NYSE:HRB) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 33 hedge fund portfolios held H&R Block, Inc. (NYSE:HRB) at the end of the second quarter which was 35 in the previous quarter. While we acknowledge the potential of H&R Block, Inc. (NYSE:HRB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#conventum

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.

#crowdstrike #huang #goldman #become

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.
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

Washington's biggest question this week: Why is President Donald Trump so furiously against an AI slowdown in the wake of apocalyptic warnings from some top industry executives?
The clue is in one word — "hoax" — that he's using to ridicule fears that computerized agents could one day seek to destroy humanity.
When Trump reaches for the H-word, two things are usually happening: He's facing a controversy threatening his political or personal priorities, and he's lost control of the politics.
Trump has long dismissed climate change as a "hoax." So it was a tell that he went on social media to specifically draw an ******* ogy between a planet that is warming despite his denials and the calls for AI controls expressed by leaders in the industry.
By changing reality, Trump frees himself from an obligation to act. In energy policy, that means "drill, baby, drill." His administration has slashed regulation, pleasing oil industry donors. His rants against wind farms suggest he hankers for a 20th-century economy running on carbon.

#Trump #hoax #week

EXCLUSIVE: A Haitian gang member and illegal alien who defiantly told Fox News cameras "I'm not going back to Haiti" and shouted "Biden forever" during his viral U.S. Immigration and Customs Enforcement (ICE) arrest has been deported to Haiti by the Trump administration after spending 19 months in federal custody.
Wisteguens Jean Quely Charles was deported on an ICE flight originating in Louisiana, the Department of Homeland Security (Dhs) confirmed to Fox News.
Sources told Fox News that Charles was extremely combative aboard the aircraft and made crude, profane and threatening remarks about President Donald Trump and his family during the deportation flight.
Dhs Chief Mullin Clashes With Tapper Over Haiti Deportations After Supreme Court Tps Ruling
Haitian illegal immigrant Wisteguens Jean Quely Charles is escorted by federal agents to a plane. Charles was deported by ICE.

#deported #wisteguens #illegal #told

Palestinian activist Mahmoud Khalil sued Columbia University on Monday, alleging it failed to address harassment against him and other members of a pro-Palestinian campus group and retaliated against them when they reported it.
The university's "deliberate indifference" led to the doxing of multiple group members and Khalil's detention by immigration agents, according to the civil rights lawsuit filed in federal court in New York City.
At a news conference announcing the lawsuit, Khalil accused the university of "discrimination aimed at intimidating Palestinian students."
"We are suing because no student, regardless of their background, should go through the **** that Columbia put us through over all these years," he said.
The university declined to comment on the lawsuit, but said in an email that "creating a campus environment where every member of our community feels welcome, supported, and safe is fundamental to who we are as a University."

#columbia #members #campus

On August 10, Red Violet Inc. (NASDAQ:RDVT) reported second-quarter 2026 results for the period ended June 30 that showed the company converting growth into profit at an accelerating clip. Revenue rose 23% to $26.7 million, and net income nearly doubled to $5 million. For a company built on selling identity intelligence to businesses, watching net margin move from 12% to 19% says that growth is not costing more to produce.
Gross profit climbed 29% to $20.2 million, pushing gross margin to 76% from 72%, while adjusted EBITDA jumped 48% to $11.2 million as its margin widened to 42% from 35%. Adjusted net income rose 58% to $7.2 million. Cash generation told the same story: operating cash flow increased 42% to a record $10.6 million for the quarter. None of that came from adding customers who barely move the needle. Red Violet signed on 447 new IDI customers in the quarter, a company record, ending with 10,869 customers on the platform.
FOREWARN, its product built for real estate agents, picked up 25,493 new users to reach 443,173, and 660 REALTOR ****** ociations across the country are now under contract to use it. The company also closed an underwritten public offering in August that sold 1,916,667 shares, including 250,000 shares from the underwriters' full exercise of their option, generating net proceeds of about $109.0 million. Between the funds already on hand and this new raise, Red Violet says it holds over $160 million in cash and carries no debt, money earmarked for working capital and possible acquisitions.
CEO Derek Dubner called it what he described as "the strongest pipeline of strategic initiatives" in the company's history. The company also repurchased 74,500 shares by June 30, paying $41.87 per share on average, and had $15.5 million left on its buyback authorization.
The August offering that padded Red Violet's cash balance also added 1,916,667 new shares to the count, arriving in the same year that per-share profit is climbing fastest. Diluted earnings came in a penny below basic at $0.34, and adjusted diluted earnings landed at $0.50 versus $0.51 on a basic basis, a gap new shares will only widen going forward. There is also a timing tension worth sitting with: Red Violet spent part of the quarter buying back its own stock at an average of $41.87 a share, then turned around weeks later and sold new shares to the public.

#million

INDIANAPOLIS — Indiana Fever wing Sophie Cunningham has thoughts on what a new WNBA commissioner should bring to the table. And she's already had conversations with NBA Commissioner Adam Silver, who is leading the search for the new WNBA commissioner, about it.
Silver reached out to Cunningham, she said on Monday, as her agents are close with him.
"I have talked to Adam Silver a couple times, and I think he's a great guy who's very knowledgeable and full of wisdom," Cunningham said. "Just getting to talk to him and hear his perspective of his approach to the NBA is huge. Who he's kind of looking for, I think if you want to know the real answers, go to him, but I think he's going to put someone in place who really wants to take our league to another level than it's already at. Our league is booming, so why would we not want someone who is going to try to make it even more booming?"
Cathy Engelbert, who has been the WNBA's commissioner since 2019, announced on Sept. 4 that she would retire at the end of the year. Engelbert ushered in a lot of growth to the league, including six new teams across the U.S. and Canada, but garnered a lot of criticism for her lack of relationship with players.
Buy Indiana Fever tickets!

#silver #league #WNBA #engelbert

CrowdStrike (CRWD) is among the largest cybersecurity companies globally. Valued at a market capitalization of more than $218 billion, CrowdStrike stock has returned more than 500% since its initial public offering (IPO) in 2019.
At its Fal.Con conference this week, the cybersecurity giant rolled out two major artificial intelligence (AI) products built to protect the growing army of AI agents running inside businesses. These announcements have arrived as CRWD stock draws fresh attention from Wall Street. CrowdStrike is betting that securing AI will soon be the key driver of its future growth engine.
Dear ****** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.

#Stock #fans

On September 10, IBEX Limited (NASDAQ:IBEX) held its fourth-quarter and full fiscal year 2026 earnings call, and the numbers backed up a message management has been building toward for months. The company posted record full-year revenue, adjusted EBITDA, and free cash flow, all while pitching itself as a business that has flipped the AI narrative in its favor rather than becoming its next casualty. For a sector that has spent the last two years bracing for automation to gut it, that is a notable claim to back with actual client wins.
Full-year revenue hit $644.1 million, up 15.4% organically, and fourth-quarter revenue reached $164.3 million, up 11.6% from a year earlier. That marked the sixth straight quarter of double-digit growth, a streak that suggests the momentum is not a one-off. HealthTech led the charge, climbing 38.5% to $114 million for the year and blowing past the $100 million target management had set for the segment, driven largely by demand from large insurance payers. Technology grew 27.4% in the quarter, while travel and logistics added 17.8%, helped by a new AI agent partnership with Philippine Airlines.
That Philippine Airlines deal is the clearest evidence that IBEX's Sierra AI partnership, formalized in January and announced publicly in May, is more than a slide in an investor deck. During the proof of concept, the AI agent handled interactions in English, Tagalog, and Taglish, hit resolution rates above 20%, and scored a 4.7 out of 5.0 on customer satisfaction, on par with human agents. A separate deployment for BJ's Wholesale pushed resolution rates above 40% and matched that same satisfaction score, beating the marks the client's prior BPO vendor had put up with human agents alone. The company added 17 new trophy logo clients across the year, and its top five clients now make up 33% of revenue, down from 36%, a sign the business is not leaning on a shrinking handful of accounts to carry it.
Not every line moved in the right direction. Fourth quarter GAAP net income slipped to $8.7 million from $9.6 million a year earlier, and diluted EPS fell to $0.59 from $0.66. Management pointed to training costs tied to all those new client wins, a temporary hit from shifting work out of nearshore centers into offshore ones, and higher fuel prices hitting utility and transportation costs, particularly offshore. Adjusted EBITDA margin for the quarter slipped to 12.3% from 13.9%, the same set of pressures showing up in the profitability line rather than just net income.

#revenue #fourth

An AI ****** istant that orders your groceries and renews subscriptions on its own might hit the market soon.
Visa (V) and Mastercard (MA) want to make sure that payment still runs through their networks when that happens.
This week, the two card giants said they are working with global fintech Ant International to build a shared way to identify and trust AI shopping agents.
For anyone holding the two stocks or considering them, this plan gives a hint on how both companies could grow in the future.
It also raises a fair question. If software does your spending, who makes sure it spends wisely?

#mastercard #subscriptions