10 hours ago
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 27, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $225.91 per share, reflecting a market capitalization of $47.67 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 25.10%, while its shares lost 20.68% over the past 52 weeks.
Night View Capital stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Autodesk, Inc. (NASDAQ:ADSK) makes the tools that architects and engineers use to design the physical world. The buildings, the bridges, the machines. This is a business protected by decades of professional habit, file formats, and training, and by the simple fact that when you are designing something that people will stand inside, you want the trusted tool. We held our position roughly steady."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the risk and potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Autodesk, Inc. (NASDAQ:ADSK) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#adsk #letter #software
In its Q2 2026 investor letter, Night View Capital highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is a software company that develops 3D design, engineering, and entertainment technology solutions. On July 27, 2026, Autodesk, Inc. (NASDAQ:ADSK) closed at $225.91 per share, reflecting a market capitalization of $47.67 billion. Autodesk, Inc. (NASDAQ:ADSK) posted a one-month return of 25.10%, while its shares lost 20.68% over the past 52 weeks.
Night View Capital stated the following regarding Autodesk, Inc. (NASDAQ:ADSK) in its Q2 2026 investor update:
"Autodesk, Inc. (NASDAQ:ADSK) makes the tools that architects and engineers use to design the physical world. The buildings, the bridges, the machines. This is a business protected by decades of professional habit, file formats, and training, and by the simple fact that when you are designing something that people will stand inside, you want the trusted tool. We held our position roughly steady."
Autodesk, Inc. (NASDAQ:ADSK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 67 hedge fund portfolios held Autodesk, Inc. (NASDAQ:ADSK) at the end of the first quarter, compared to 81 in the previous quarter. While we acknowledge the risk and potential of Autodesk, Inc. (NASDAQ:ADSK) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Autodesk, Inc. (NASDAQ:ADSK) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#adsk #letter #software
2 days ago
July 27, 2026, 5:55 am EDT
In a compact control room overlooking the Andes, a handful of engineers with power company AES monitored a wall of screens tracking Chile’s power output. AES Andes, a subsidiary of the U.S. firm, is a leading generator in Chile and its renewable output keep rising with solar arrays and batteries.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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#company #output #july #jones
In a compact control room overlooking the Andes, a handful of engineers with power company AES monitored a wall of screens tracking Chile’s power output. AES Andes, a subsidiary of the U.S. firm, is a leading generator in Chile and its renewable output keep rising with solar arrays and batteries.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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#company #output #july #jones
2 days ago
A decade ago, Seattle was the poster child of American tech prosperity. Amazon and Microsoft had turned a midsize Pacific Northwest city into a magnet for engineers, executives, and capital, adding roughly 40,000 jobs per year at the peak of the boom, according to the Puget Sound Regional Council.
Today, more than one-third of downtown Seattle's office **** e sits empty, its job postings have collapsed faster than almost any other U.S. metro, and even Starbucks—the coffee giant founded in the city in 1971—is shifting jobs south to Nashville, as it commits to a $100 million, 2,000-person new footprint in Music City. The story of Seattle's reversal unfolds in three overlapping arcs: an office market in free fall, a labor market that has gone from boom to bust, and a policy environment that has made survival harder for the small businesses left behind.
Seattle's downtown office vacancy rate hit 35.6% in the fourth quarter of 2025, up from 32.3% a year earlier, according to Cushman & Wakefield data. That marks a stunning reversal from the pre-pandemic era: As recently as early 2025, the central business district's availability rate—offices with departures pending—and vacancy rate were already hitting all-time highs based on CoStar data stretching back to 1982.
Some brokers put the number even higher, with Colliers reporting vacancy touching 39.1% in late 2024 as remote work, tech layoffs, and cautious leasing decisions compounded. Office building values in the district have plunged sharply as a result, with landlords struggling to fill **** e abandoned by major tenants.
The office crisis is inseparable from a broader collapse in hiring. Seattle metro job postings fell 35% between February 2020 and October 2025, the second-steepest drop of any major U.S. metro after San Francisco's 37% decline, according to Axios's **** ysis of Indeed data.
#city
Today, more than one-third of downtown Seattle's office **** e sits empty, its job postings have collapsed faster than almost any other U.S. metro, and even Starbucks—the coffee giant founded in the city in 1971—is shifting jobs south to Nashville, as it commits to a $100 million, 2,000-person new footprint in Music City. The story of Seattle's reversal unfolds in three overlapping arcs: an office market in free fall, a labor market that has gone from boom to bust, and a policy environment that has made survival harder for the small businesses left behind.
Seattle's downtown office vacancy rate hit 35.6% in the fourth quarter of 2025, up from 32.3% a year earlier, according to Cushman & Wakefield data. That marks a stunning reversal from the pre-pandemic era: As recently as early 2025, the central business district's availability rate—offices with departures pending—and vacancy rate were already hitting all-time highs based on CoStar data stretching back to 1982.
Some brokers put the number even higher, with Colliers reporting vacancy touching 39.1% in late 2024 as remote work, tech layoffs, and cautious leasing decisions compounded. Office building values in the district have plunged sharply as a result, with landlords struggling to fill **** e abandoned by major tenants.
The office crisis is inseparable from a broader collapse in hiring. Seattle metro job postings fell 35% between February 2020 and October 2025, the second-steepest drop of any major U.S. metro after San Francisco's 37% decline, according to Axios's **** ysis of Indeed data.
#city
5 days ago
SINGAPORE, July 24 (Reuters) - For months, Chinese chip manufacturer ChangXin Memory Technologies (CXMT) had been hiking prices on Huawei, one of the country's biggest technology companies. The chipmaker held firm when Huawei demanded relief from the escalating costs, according to two people familiar with the matter.
The standoff came to a head on CXMT's factory floor in June. A group of engineers from a chipmaking-equipment vendor with deep strategic ties to Huawei had been working in the cleanrooms at CXMT's core research and development zone in Hefei, Anhui province. Without warning, CXMT ordered the engineers, who had been helping with equipment maintenance, to pack their tools and leave the factory floor immediately, the two sources said.
Executives at the Huawei-connected equipment vendor, SiCarrier, concluded the confrontation was the result of the power struggle between CXMT and Huawei, the people told Reuters. The companies still do business but the engineers haven't been allowed back into the R&D zone, the two people said.
CXMT, Huawei and SiCarrier didn't respond to questions about the incident.
The clash illustrates the changing dynamics of China's semiconductor industry. CXMT has risen to become the world's fourth-biggest maker of memory, including the DRAM variety used in smartphones, laptops and servers. Now, the company is powerful enough to charge prices even Huawei can't stomach.
#engineers #memory
The standoff came to a head on CXMT's factory floor in June. A group of engineers from a chipmaking-equipment vendor with deep strategic ties to Huawei had been working in the cleanrooms at CXMT's core research and development zone in Hefei, Anhui province. Without warning, CXMT ordered the engineers, who had been helping with equipment maintenance, to pack their tools and leave the factory floor immediately, the two sources said.
Executives at the Huawei-connected equipment vendor, SiCarrier, concluded the confrontation was the result of the power struggle between CXMT and Huawei, the people told Reuters. The companies still do business but the engineers haven't been allowed back into the R&D zone, the two people said.
CXMT, Huawei and SiCarrier didn't respond to questions about the incident.
The clash illustrates the changing dynamics of China's semiconductor industry. CXMT has risen to become the world's fourth-biggest maker of memory, including the DRAM variety used in smartphones, laptops and servers. Now, the company is powerful enough to charge prices even Huawei can't stomach.
#engineers #memory
5 days ago
(Corrects para 18 to say that CXMT will debut on the market, not launch its IPO)
SINGAPORE, July 24 (Reuters) - For months, Chinese chip manufacturer ChangXin Memory Technologies (CXMT) had been hiking prices on Huawei, one of the country's biggest technology companies. The chipmaker held firm when Huawei demanded relief from the escalating costs, according to two people familiar with the matter.
The standoff came to a head on CXMT's factory floor in June. A group of engineers from a chipmaking-equipment vendor with deep strategic ties to Huawei had been working in the cleanrooms at CXMT's core research and development zone in Hefei, Anhui province. Without warning, CXMT ordered the engineers, who had been helping with equipment maintenance, to pack their tools and leave the factory floor immediately, the two sources said.
Executives at the Huawei-connected equipment vendor, SiCarrier, concluded the confrontation was the result of the power struggle between CXMT and Huawei, the people told Reuters. The companies still do business but the engineers haven't been allowed back into the R&D zone, the two people said.
CXMT, Huawei and SiCarrier didn't respond to questions about the incident.
#cxmt #people #factory
SINGAPORE, July 24 (Reuters) - For months, Chinese chip manufacturer ChangXin Memory Technologies (CXMT) had been hiking prices on Huawei, one of the country's biggest technology companies. The chipmaker held firm when Huawei demanded relief from the escalating costs, according to two people familiar with the matter.
The standoff came to a head on CXMT's factory floor in June. A group of engineers from a chipmaking-equipment vendor with deep strategic ties to Huawei had been working in the cleanrooms at CXMT's core research and development zone in Hefei, Anhui province. Without warning, CXMT ordered the engineers, who had been helping with equipment maintenance, to pack their tools and leave the factory floor immediately, the two sources said.
Executives at the Huawei-connected equipment vendor, SiCarrier, concluded the confrontation was the result of the power struggle between CXMT and Huawei, the people told Reuters. The companies still do business but the engineers haven't been allowed back into the R&D zone, the two people said.
CXMT, Huawei and SiCarrier didn't respond to questions about the incident.
#cxmt #people #factory
7 days ago
Advanced Micro Devices (AMD) hosts its Advancing AI event in San Francisco on July 22-3, and Jefferies expects a busy day. ******* yst Blayne Curtis, who has a "Buy" rating and a $615 price target, thinks AMD will raise its estimate of the total market for its processors past $200 billion. He expects fresh details on the MI500 chips due after the current generation. The part investors will be keen on watching is the customer list. The ******* yst believes Microsoft (MSFT) is signed up for the MI450. There are also growing talks of a deal with Anthropic, which has reportedly been hiring engineers familiar with AMD's software.
The reason a new customer matters so much comes down to how AMD won the last two. To land OpenAI and Meta Platforms (META), each committing to six gigawatts of chips, AMD handed both companies warrants to buy up to 160 million shares. Combined, AMD has promised away about a fifth of itself to secure those orders.
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#earnings #customer
The reason a new customer matters so much comes down to how AMD won the last two. To land OpenAI and Meta Platforms (META), each committing to six gigawatts of chips, AMD handed both companies warrants to buy up to 160 million shares. Combined, AMD has promised away about a fifth of itself to secure those orders.
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#earnings #customer
9 days ago
Synopsys (SNPS) sits in a rare spot in the chip world. The company makes the software that engineers use to design semiconductors, and you cannot build a modern chip without it. So it doesn't matter which company wins the AI race. Whether it's Nvidia (NVDA), Apple (AAPL), or any other chipmaker, they all need these design tools to get there. Synopsys is the largest supplier of them.
That is a strong position to be in. The company's tools are difficult to replace, which is why most of its revenue is recurring and reliable. Companies have built their entire design process around them over many years. This makes switching to a rival firm slow, costly, and risky.
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That is a strong position to be in. The company's tools are difficult to replace, which is why most of its revenue is recurring and reliable. Companies have built their entire design process around them over many years. This makes switching to a rival firm slow, costly, and risky.
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11 days ago
Synopsys (SNPS) sits in a rare spot in the chip world. The company makes the software that engineers use to design semiconductors, and you cannot build a modern chip without it. So it doesn't matter which company wins the AI race. Whether it's Nvidia (NVDA), Apple (AAPL), or any other chipmaker, they all need these design tools to get there. Synopsys is the largest supplier of them.
That is a strong position to be in. The company's tools are difficult to replace, which is why most of its revenue is recurring and reliable. Companies have built their entire design process around them over many years. This makes switching to a rival firm slow, costly, and risky.
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That is a strong position to be in. The company's tools are difficult to replace, which is why most of its revenue is recurring and reliable. Companies have built their entire design process around them over many years. This makes switching to a rival firm slow, costly, and risky.
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13 days ago
Sundar Pichai confirmed Google Cloud revenue fell short of its potential because capacity constraints prevented the company from serving all waiting customers.
Google Cloud's $462 billion backlog, which nearly doubled in one quarter, represents over 10 times its annual revenue, with most converting within 24 months.
Google's mandate requiring engineers to use AI to generate code creates internal GPU competition that further strains the same infrastructure already sold to enterprise clients.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Artificial intelligence has turned from a software race into an infrastructure arms race. The companies building the biggest AI models are discovering that chips, data centers, and electricity are becoming the limiting factors -- not customer interest.
Google Cloud's $462 billion backlog, which nearly doubled in one quarter, represents over 10 times its annual revenue, with most converting within 24 months.
Google's mandate requiring engineers to use AI to generate code creates internal GPU competition that further strains the same infrastructure already sold to enterprise clients.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Artificial intelligence has turned from a software race into an infrastructure arms race. The companies building the biggest AI models are discovering that chips, data centers, and electricity are becoming the limiting factors -- not customer interest.
16 days ago
CI&T Inc. (NYSE:CINT) has declined roughly 16% over the past month and is now trading close to its all-time lows. Wall Street expects the stock to rebound, with **** ysts' 12-month average price target suggesting more than 106% upside from the current level. CI&T Inc. (NYSE:CINT) also ranks among our Best All-Time Low Stocks to Buy Now.
The bullish sentiment of the Street is based on AI-driven revenue growth and raised full-year guidance. During the fiscal Q1 2026 earnings, management raised the full-year revenue outlook to a range of $556 million to $575 million, citing an accelerating sales pipeline entirely related to AI deployment.
More recently, on July 9, CI&T Inc. (NYSE:CINT) announced joining the Claude Partner Network, which is Anthropic's program for firms that help enterprises deploy Claude. Management noted that, as part of the deal, the company is certifying more than 1,000 AI engineers on Claude. Moreover, the company is also working with Anthropic to help establish deployment standards for large enterprises.
CI&T already uses Claude Code inside its proprietary platform, CI&T FLOW, an Enterprise AI Management System built around a "Lean AI" delivery model meant to move AI projects from pilot stage to full production efficiently. This partnership is expected to expand this work with a focus on designing industry solutions.
CI&T Inc. (NYSE:CINT) specializes in AI, strategy, customer experience, software development, cloud services, and data. As a global technology transformation specialist, it serves large enterprises and fast-growth clients.
The bullish sentiment of the Street is based on AI-driven revenue growth and raised full-year guidance. During the fiscal Q1 2026 earnings, management raised the full-year revenue outlook to a range of $556 million to $575 million, citing an accelerating sales pipeline entirely related to AI deployment.
More recently, on July 9, CI&T Inc. (NYSE:CINT) announced joining the Claude Partner Network, which is Anthropic's program for firms that help enterprises deploy Claude. Management noted that, as part of the deal, the company is certifying more than 1,000 AI engineers on Claude. Moreover, the company is also working with Anthropic to help establish deployment standards for large enterprises.
CI&T already uses Claude Code inside its proprietary platform, CI&T FLOW, an Enterprise AI Management System built around a "Lean AI" delivery model meant to move AI projects from pilot stage to full production efficiently. This partnership is expected to expand this work with a focus on designing industry solutions.
CI&T Inc. (NYSE:CINT) specializes in AI, strategy, customer experience, software development, cloud services, and data. As a global technology transformation specialist, it serves large enterprises and fast-growth clients.
18 days ago
Apple accused OpenAI on Friday of telling Apple employees interviewing for jobs to bring confidential prototypes, engineering artifacts and hardware components to interviews as part of an effort to accelerate the artificial intelligence company's push into consumer devices.
The allegation is among the most explosive claims in a sweeping trade secrets lawsuit Apple filed in federal court against OpenAI, former Apple executives and engineers, accusing them of systematically misappropriating confidential information to build OpenAI's hardware business.
"At Apple, our teams are constantly developing breakthrough technologies to create the best products and services in the world, and protecting their work and intellectual property is something we take very seriously," an Apple spokesperson said in a statement to FOX Business.
"Recently, significant evidence has emerged suggesting individuals employed by OpenAI wrongfully took Apple's secret and confidential information regarding our unreleased technologies, processes, and products. We will always defend our teams' hard work and innovations, and we are taking all appropriate steps to do so."
Apple To Invest $30 Billion In Us Chip Manufacturing
The allegation is among the most explosive claims in a sweeping trade secrets lawsuit Apple filed in federal court against OpenAI, former Apple executives and engineers, accusing them of systematically misappropriating confidential information to build OpenAI's hardware business.
"At Apple, our teams are constantly developing breakthrough technologies to create the best products and services in the world, and protecting their work and intellectual property is something we take very seriously," an Apple spokesperson said in a statement to FOX Business.
"Recently, significant evidence has emerged suggesting individuals employed by OpenAI wrongfully took Apple's secret and confidential information regarding our unreleased technologies, processes, and products. We will always defend our teams' hard work and innovations, and we are taking all appropriate steps to do so."
Apple To Invest $30 Billion In Us Chip Manufacturing
19 days ago
Lewis Hamilton has spent the better part of 2026 fighting a battle most viewers cannot see. While the cameras track his car around every corner, the variables costing him lap time aren't always coming from the **** pit.
Speaking with astrophysicist Neil deGrasse Tyson at the Miami Grand Prix as part of a science and sport feature on StarTalk, the seven-time world champion laid out exactly how difficult the 2026 regulations have made the job of a racing driver – and who takes the blame when things go wrong.
"The software has to work right," Hamilton told Tyson. "And that's the biggest problem. Like yesterday, I was losing three-tenths of a second just because the software wasn't doing its job. I didn't know till I came back out to my engineers, I'm like, 'I'm sorry. I'm slow.' And they're like, 'You're not slow. The software wasn't working.'"
Tyson's reply cut to the heart of it: no one watching at home connects a slow lap to an energy deployment algorithm. The audience sees the driver. Hamilton's response was simply: "Exactly."
The 2026 regulations have redrawn the relationship between driver input and car output more dramatically than any ruleset in recent memory. The power unit now targets a near 50/50 split between the combustion engine and electrical energy – up from an 80/20 ratio that governed the sport from 2014 through 2025. The MGU-K now deploys up to 350kW of electrical power, nearly three times the previous 120kW ceiling. The catch is that the battery storing all that energy is capped at just 4 megajoules at any given moment, meaning it can be drained far more rapidly than before.
Speaking with astrophysicist Neil deGrasse Tyson at the Miami Grand Prix as part of a science and sport feature on StarTalk, the seven-time world champion laid out exactly how difficult the 2026 regulations have made the job of a racing driver – and who takes the blame when things go wrong.
"The software has to work right," Hamilton told Tyson. "And that's the biggest problem. Like yesterday, I was losing three-tenths of a second just because the software wasn't doing its job. I didn't know till I came back out to my engineers, I'm like, 'I'm sorry. I'm slow.' And they're like, 'You're not slow. The software wasn't working.'"
Tyson's reply cut to the heart of it: no one watching at home connects a slow lap to an energy deployment algorithm. The audience sees the driver. Hamilton's response was simply: "Exactly."
The 2026 regulations have redrawn the relationship between driver input and car output more dramatically than any ruleset in recent memory. The power unit now targets a near 50/50 split between the combustion engine and electrical energy – up from an 80/20 ratio that governed the sport from 2014 through 2025. The MGU-K now deploys up to 350kW of electrical power, nearly three times the previous 120kW ceiling. The catch is that the battery storing all that energy is capped at just 4 megajoules at any given moment, meaning it can be drained far more rapidly than before.
20 days ago
With a market cap of $282.8 billion, KLA Corporation (KLAC) is a global leader in advanced process control and process-enabling solutions for the electronics and semiconductor manufacturing industry. Working closely with customers worldwide, KLA's teams of scientists, engineers, and data experts develop innovative equipment and services that drive advancements in wafer, reticle, integrated circuit, packaging, and printed circuit board manufacturing.
The Milpitas, California-based company is slated to announce its fiscal Q4 2026 results soon. Ahead of this event, ******* ysts expect KLAC to report an adjusted EPS of $1, a 6.4% rise from $0.94 in the year-ago quarter. It has exceeded or met Wall Street's earnings expectations in the past four quarters.
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The Milpitas, California-based company is slated to announce its fiscal Q4 2026 results soon. Ahead of this event, ******* ysts expect KLAC to report an adjusted EPS of $1, a 6.4% rise from $0.94 in the year-ago quarter. It has exceeded or met Wall Street's earnings expectations in the past four quarters.
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25 days ago
CoreWeave Inc. (NASDAQ:CRWV) is one of the best new tech stocks to buy according to ***** ysts. On June 23, CoreWeave became the Official AI Cloud Partner of BattleBots and the inaugural BattleBots Pro League. This partnership provides competitive robot combat teams with direct access to CoreWeave's specialized AI cloud platform to ***** ist in the development and training of their machines.
As a Platinum Sponsor, CoreWeave will feature branding throughout the Las Vegas arena and present a new Innovation Award to recognize technically ambitious teams. This collaboration connects the cloud infrastructure provider directly with a global community of engineers and builders who prioritize rapid iteration and high-performance hardware.
The agreement emphasizes the shared values of CoreWeave Inc. (NASDAQ:CRWV) and the BattleBots community, specifically the focus on solving complex engineering problems under real-world constraints. By supporting these innovators, CoreWeave aims to demonstrate the capabilities of its AI-native systems and solidify its presence among professionals deploying high-performance technologies.
CoreWeave Inc. (NASDAQ:CRWV) is a software infrastructure company that offers the CoreWeave Cloud platform to deliver the automation & efficiency needed to manage AI infrastructure at scale.
While we acknowledge the potential of CRWV 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.
As a Platinum Sponsor, CoreWeave will feature branding throughout the Las Vegas arena and present a new Innovation Award to recognize technically ambitious teams. This collaboration connects the cloud infrastructure provider directly with a global community of engineers and builders who prioritize rapid iteration and high-performance hardware.
The agreement emphasizes the shared values of CoreWeave Inc. (NASDAQ:CRWV) and the BattleBots community, specifically the focus on solving complex engineering problems under real-world constraints. By supporting these innovators, CoreWeave aims to demonstrate the capabilities of its AI-native systems and solidify its presence among professionals deploying high-performance technologies.
CoreWeave Inc. (NASDAQ:CRWV) is a software infrastructure company that offers the CoreWeave Cloud platform to deliver the automation & efficiency needed to manage AI infrastructure at scale.
While we acknowledge the potential of CRWV 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.
25 days ago
Nebius Group NV (NASDAQ:NBIS) is one of the best NASDAQ stocks to invest in for long term. On June 24, Nebius announced the release of Nebius AI Cloud 3.6, which introduces upgrades to developer experience, security, and storage performance. A key highlight is the introduction of Nebius Echo, an AI-powered agent integrated into the web console that allows users to manage infrastructure using NL. The update also streamlines workflows with improved search, notification systems, and one-click integration with SkyPilot.
To support production workloads in regulated environments, the platform has added enterprise-grade security features, including a new Key Management Service with customer-managed encryption keys and Workload Identity Federation. Additionally, FinOps teams can now use a new budgeting tool to set spending targets and alerts, while engineers gain more granular control over Kubernetes and containerized image deployments.
photo by Business-laptop-campaign-creators on Unsplash
The release further addresses performance bottlenecks through major storage enhancements, including local SSD support for GPU servers and an intelligent object storage class for cost-effective data archiving. These updates, combined with the launch of the Nebius Builder Program and new professional certifications, are designed to help teams scale AI projects more efficiently while maintaining operational control.
Nebius Group NV (NASDAQ:NBIS) is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform that provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools.
To support production workloads in regulated environments, the platform has added enterprise-grade security features, including a new Key Management Service with customer-managed encryption keys and Workload Identity Federation. Additionally, FinOps teams can now use a new budgeting tool to set spending targets and alerts, while engineers gain more granular control over Kubernetes and containerized image deployments.
photo by Business-laptop-campaign-creators on Unsplash
The release further addresses performance bottlenecks through major storage enhancements, including local SSD support for GPU servers and an intelligent object storage class for cost-effective data archiving. These updates, combined with the launch of the Nebius Builder Program and new professional certifications, are designed to help teams scale AI projects more efficiently while maintaining operational control.
Nebius Group NV (NASDAQ:NBIS) is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform that provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools.
26 days ago
Microsoft (MSFT) stock rallied on Thursday as Wall Street welcomed a strategic shift in the ***** an's artificial intelligence (AI) strategy.
The tech behemoth is investing $2.5 billion into a new venture dubbed Microsoft Frontier Co, an independent unit comprising about 6,000 engineers and experts embedded with clients to design, deploy, and continuously operate bespoke generative AI systems at scale.
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The tech behemoth is investing $2.5 billion into a new venture dubbed Microsoft Frontier Co, an independent unit comprising about 6,000 engineers and experts embedded with clients to design, deploy, and continuously operate bespoke generative AI systems at scale.
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27 days ago
Microsoft is making a big bet on the adoption of its enterprise AI tools.
The tech giant announced on Thursday that it is investing $2.5 billion in a new business unit, Microsoft Frontier, aimed at getting customers to better use its AI to transform their businesses and to address an area where many companies are struggling: delivering measurable outcomes and demonstrating a return on their AI investments.
In a blog post, Judson Althoff, head of the company's commercial business, called Frontier "the largest, most capable, outcome-driven engineering organization in the industry." The unit will consist of 6,000 so-called forward-deployed engineers, or industry experts who will work directly with customers.
Microsoft's announcement comes days after Amazon said it would spend $1 billion on a similar FDE initiative and also follows OpenAI and Anthropic's own multibillion-dollar FDE investments.
Tech companies are keen to help enterprises figure out how to program AI services to fit their needs because of the amount of resources the tech firms are pouring into building out their AI products. In Microsoft's announcement, Althoff wrote that Microsoft's commitment goes beyond typical FDE programs because of the size and scope of the initiative. Microsoft said it recently partnered with the London Stock Exchange Group to aid its finance department with asking its AI complex questions and getting back answers across "structured and unstructured financial content."
The tech giant announced on Thursday that it is investing $2.5 billion in a new business unit, Microsoft Frontier, aimed at getting customers to better use its AI to transform their businesses and to address an area where many companies are struggling: delivering measurable outcomes and demonstrating a return on their AI investments.
In a blog post, Judson Althoff, head of the company's commercial business, called Frontier "the largest, most capable, outcome-driven engineering organization in the industry." The unit will consist of 6,000 so-called forward-deployed engineers, or industry experts who will work directly with customers.
Microsoft's announcement comes days after Amazon said it would spend $1 billion on a similar FDE initiative and also follows OpenAI and Anthropic's own multibillion-dollar FDE investments.
Tech companies are keen to help enterprises figure out how to program AI services to fit their needs because of the amount of resources the tech firms are pouring into building out their AI products. In Microsoft's announcement, Althoff wrote that Microsoft's commitment goes beyond typical FDE programs because of the size and scope of the initiative. Microsoft said it recently partnered with the London Stock Exchange Group to aid its finance department with asking its AI complex questions and getting back answers across "structured and unstructured financial content."
28 days ago
As companies struggle to integrate AI, they're increasingly ready to bring in outside help — and service providers are launching new purpose-built groups to make sure they get it.
On Tuesday, Amazon Web Services (AWS) launched a new internal organization for AI-focused forward-deployed engineers. Engineers on the new team will embed within companies to deploy purpose-built agents, focusing on fast engagements and customer self-sufficiency.
In a post announcing the new org, AWS VP of Frontier AI Francessca Vasquez emphasized that the org would do more than build and maintain requested systems. "Customers leave AWS FDE deployments with both new solutions and new engineering capabilities," the announcement reads. "Along with agentic systems running in their own AWS environment, they gain lasting AI skills, workflows, and patterns they can use to innovate independently."
Amazon says $1 billion will be committed to the new org, although the figure represents internal Amazon resources rather than a joint venture or conventional investment.
Pioneered by Palantir, the forward-deployed engineer (FDE) model has become increasingly popular as a way to manage AI deployments. In a typical FDE system, an engineer from the contracting company (in this case, AWS) works for the client temporarily while the system is being established, allowing them to respond directly as internal opportunities or challenges emerge.
On Tuesday, Amazon Web Services (AWS) launched a new internal organization for AI-focused forward-deployed engineers. Engineers on the new team will embed within companies to deploy purpose-built agents, focusing on fast engagements and customer self-sufficiency.
In a post announcing the new org, AWS VP of Frontier AI Francessca Vasquez emphasized that the org would do more than build and maintain requested systems. "Customers leave AWS FDE deployments with both new solutions and new engineering capabilities," the announcement reads. "Along with agentic systems running in their own AWS environment, they gain lasting AI skills, workflows, and patterns they can use to innovate independently."
Amazon says $1 billion will be committed to the new org, although the figure represents internal Amazon resources rather than a joint venture or conventional investment.
Pioneered by Palantir, the forward-deployed engineer (FDE) model has become increasingly popular as a way to manage AI deployments. In a typical FDE system, an engineer from the contracting company (in this case, AWS) works for the client temporarily while the system is being established, allowing them to respond directly as internal opportunities or challenges emerge.
30 days ago
Ferrovial N.V. (NASDAQ:FER) is one of the 9 Best Stocks to Buy in Chris Hohn's TCI Fund Portfolio.
Forming almost 3% of the TCI Fund portfolio, Ferrovial SE officially completed its conversion into a Dutch public limited liability company, legally changing its name to Ferrovial N.V. (NASDAQ:FER) on April 30, 2026. On June 8, 2026, Ferrovial N.V. (NASDAQ:FER) was awarded a $1.079 billion contract by the U.S. Army Corps of Engineers (USACE). This newly awarded contract marks the second contract with USACE under the Puerto Nuevo flood control project and aims at expanding and upgrading a section of the Río Piedras channel in San Juan. Ignacio Gaston, Ferrovial Construction CEO, stated:
We are proud to continue working with the U.S. Army Corps of Engineers to deliver complex projects that will strengthen resilience, reduce flood risk, and provide long-term benefits for the local economy and community.
In a more recent development, on June 24, 2026, Dalaman Airport, managed by Ferrovial N.V. (NASDAQ:FER), became the first global terminal to meet 100% of its electricity demand using rooftop solar power. Phase 2 completion marks a major milestone in Ferrovial N.V.'s (NASDAQ:FER) strategy for low-carbon infrastructure.
Founded in 1952, Ferrovial N.V. (NASDAQ:FER) is a global infrastructure giant with headquarters in the Netherlands. The company manages high-concession toll roads, airports, and construction ****** ets, with North America serving as its primary long-term corporate growth engine.
Forming almost 3% of the TCI Fund portfolio, Ferrovial SE officially completed its conversion into a Dutch public limited liability company, legally changing its name to Ferrovial N.V. (NASDAQ:FER) on April 30, 2026. On June 8, 2026, Ferrovial N.V. (NASDAQ:FER) was awarded a $1.079 billion contract by the U.S. Army Corps of Engineers (USACE). This newly awarded contract marks the second contract with USACE under the Puerto Nuevo flood control project and aims at expanding and upgrading a section of the Río Piedras channel in San Juan. Ignacio Gaston, Ferrovial Construction CEO, stated:
We are proud to continue working with the U.S. Army Corps of Engineers to deliver complex projects that will strengthen resilience, reduce flood risk, and provide long-term benefits for the local economy and community.
In a more recent development, on June 24, 2026, Dalaman Airport, managed by Ferrovial N.V. (NASDAQ:FER), became the first global terminal to meet 100% of its electricity demand using rooftop solar power. Phase 2 completion marks a major milestone in Ferrovial N.V.'s (NASDAQ:FER) strategy for low-carbon infrastructure.
Founded in 1952, Ferrovial N.V. (NASDAQ:FER) is a global infrastructure giant with headquarters in the Netherlands. The company manages high-concession toll roads, airports, and construction ****** ets, with North America serving as its primary long-term corporate growth engine.
1 month ago
CI&T Inc. (NYSE:CINT) is one of the 10 Best Technology Penny Stocks with Huge Upside Potential. On June 8, CI&T Inc. (NYSE:CINT) announced it has joined the Claude Partner Network, a partner program by Anthropic for organizations that help businesses implement and use Claude AI.
As part of this collaboration, CI&T Inc. (NYSE:CINT) said that it is certifying over 1,000 AI engineers on Claude. The company will also work closely with Anthropic to support and establish a new standard for AI deployment across large enterprises. CI&T Inc. (NYSE:CINT) will utilize its 30 years of experience across North America, EMEA, and Latin America.
The company already uses Claude Code extensively within CI&T FLOW, its Enterprise AI Management System. This forms part of a Lean AI delivery model, which is designed to move enterprise AI from pilot to production more quickly and efficiently.
According to the report by CI&T Inc. (NYSE:CINT), this partnership will focus on developing industry-specific solutions. The company will work together with Anthropic on offerings for financial services, retail, and consumer goods, among other verticals.
CI&T Inc. (NYSE:CINT) specializes in AI, strategy, customer experience, software development, cloud services, and data. As a global technology transformation specialist, it serves large enterprises and fast-growth clients.
As part of this collaboration, CI&T Inc. (NYSE:CINT) said that it is certifying over 1,000 AI engineers on Claude. The company will also work closely with Anthropic to support and establish a new standard for AI deployment across large enterprises. CI&T Inc. (NYSE:CINT) will utilize its 30 years of experience across North America, EMEA, and Latin America.
The company already uses Claude Code extensively within CI&T FLOW, its Enterprise AI Management System. This forms part of a Lean AI delivery model, which is designed to move enterprise AI from pilot to production more quickly and efficiently.
According to the report by CI&T Inc. (NYSE:CINT), this partnership will focus on developing industry-specific solutions. The company will work together with Anthropic on offerings for financial services, retail, and consumer goods, among other verticals.
CI&T Inc. (NYSE:CINT) specializes in AI, strategy, customer experience, software development, cloud services, and data. As a global technology transformation specialist, it serves large enterprises and fast-growth clients.
1 month ago
Haeran Ryu has her first major championship, winning the KPMG Women’s PGA Championship at Hazeltine.
Ryu’s victory keeps up a historic run for TaylorMade as the company has been the winning driver in all six men’s or women’s majors played this season. Five of those six have come with the company’s flagship Qi4D driver. Ryu’s victory was the first major for the Qi4D LS model.
For more on Ryu’s detailed setup, keep reading below.
Driver: TaylorMade Qi4D LS 8.0
Shaft: Fujikura Ventus Blue OG 5-S
SHAPED FOR SPEED Traditional address shape based on feedback from world-class players helps create confidence on every shot. Qi4D LS is the lowest spinning option in the Qi4D lineup. FACE FOR DISTANCE Qi4D LS drivers feature a new and improved roll radius, yielding more consistent spin across vertical impact locations. ADJUSTABLE PERFORMANCE 4° loft sleeve can be used to adjust loft, lie and face angle for optimized flight. TOUR PROVEN TECHNOLOGIES New and improved cut-through Speed Pocket™ protects ball speed and reduces spin on low-face strikes. Advanced CAD modeling creates a design with a clean and powerful sound, a foundation of TaylorMade driver performance. Multi-Material Construction allows engineers to strategically place mass in areas of the head where it maximizes performance, speed, and stability.
Ryu’s victory keeps up a historic run for TaylorMade as the company has been the winning driver in all six men’s or women’s majors played this season. Five of those six have come with the company’s flagship Qi4D driver. Ryu’s victory was the first major for the Qi4D LS model.
For more on Ryu’s detailed setup, keep reading below.
Driver: TaylorMade Qi4D LS 8.0
Shaft: Fujikura Ventus Blue OG 5-S
SHAPED FOR SPEED Traditional address shape based on feedback from world-class players helps create confidence on every shot. Qi4D LS is the lowest spinning option in the Qi4D lineup. FACE FOR DISTANCE Qi4D LS drivers feature a new and improved roll radius, yielding more consistent spin across vertical impact locations. ADJUSTABLE PERFORMANCE 4° loft sleeve can be used to adjust loft, lie and face angle for optimized flight. TOUR PROVEN TECHNOLOGIES New and improved cut-through Speed Pocket™ protects ball speed and reduces spin on low-face strikes. Advanced CAD modeling creates a design with a clean and powerful sound, a foundation of TaylorMade driver performance. Multi-Material Construction allows engineers to strategically place mass in areas of the head where it maximizes performance, speed, and stability.
1 month ago
Ford made a grave mistake with AI, and has learned the hard way what happens when you overcommit to the technology without properly training it — alienating top talent in the process.
The automaker said this week that it relied too heavily on AI instead of experienced engineers to bring its cars to market. Because of this, Ford has reversed course in the last three years and hired, promoted or rehired 350 experienced technical specialists as part of a sweeping effort to shore up vehicle quality control.
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Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
The automaker said this week that it relied too heavily on AI instead of experienced engineers to bring its cars to market. Because of this, Ford has reversed course in the last three years and hired, promoted or rehired 350 experienced technical specialists as part of a sweeping effort to shore up vehicle quality control.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — here are 5 ways to build wealth like a landlord without actually being one
Robert Kiyosaki says this 1 ***** et will surge 400% in a year and begs investors not to miss this 'explosion'
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
1 month ago
We remember the days when Kate Middleton, better known as Catherine, Princess of Wales, and Prince William made those historic announcements that they welcomed their children: Prince George, Princess Charlotte, and Prince Louis. We remember those days so well, and it seems like they're going up so dang fast. In fact, one of the Wales kids is already nearly as tall as Kate!
In case you missed it, the Prince and Princess of Wales account shared a compilation video to Instagram with the caption reading, "Honouring Service and Sacrifice Marking Armed Forces Day by reflecting on time spent with the Battle of Britain Memorial Flight at RAF Coningsby. Learning about the extraordinary history of these aircraft and meeting the pilots and engineers who keep their legacy alive. A powerful reminder of the courage, skill and dedication of those who serve, past and present. Thank you to all those who have served and continue to serve."
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Prince William & Kate Middleton's Royal Reset Marks the End of 'Unhappy Memories'
As you can see in the video, George is already almost as tall as his mom at only 12 years old! (For reference, Kate is 5 feet 9 inches!)
In case you missed it, the Prince and Princess of Wales account shared a compilation video to Instagram with the caption reading, "Honouring Service and Sacrifice Marking Armed Forces Day by reflecting on time spent with the Battle of Britain Memorial Flight at RAF Coningsby. Learning about the extraordinary history of these aircraft and meeting the pilots and engineers who keep their legacy alive. A powerful reminder of the courage, skill and dedication of those who serve, past and present. Thank you to all those who have served and continue to serve."
More from SheKnows
Prince William & Kate Middleton's Royal Reset Marks the End of 'Unhappy Memories'
As you can see in the video, George is already almost as tall as his mom at only 12 years old! (For reference, Kate is 5 feet 9 inches!)
1 month ago
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
Carlyle to Add Weather-Risk Insurance Impact in Valuing ***** ets "The $475 billion private equity giant is collaborating with insurance broker Marsh on the new approach. Engineers, other insurers and climate risk experts are also contributing to discussions." (FundFire)
Post-SpaceX IPO, Investors Pour $83B Into U.S. Equities "While basic, passive S&P 500 exposure via the iShares Core S&P 500 ETF (IVV) drew in the most aggregate flows last week, the $8.3 billion and $7.4 billion into the Technology Select Sector SPDR Fund (XLK) and the VanEck Semiconductor ETF (SMH) respectively underscore the ongoing popularity of all things tech for investors." (ETF.com)
Why Most Stocks Aren't Worth Owning "Earlier this year, Bessembinder updated his research in One Hundred Years in the U.S. Stock Markets. Studying roughly 30,000 US stocks between 1926 and 2025, he found that less than half posted positive returns and just 41.17% outperformed the US Treasury bill. Just 46 stocks accounted for half the $91 trillion of wealth created." (Morningstar)
Tax-Aware Long-Short Investing: Not Just A Tax Overlay, But A Risk-Managed (Active) Investment Strategy "A portfolio made up of many individual securities, on the other hand, has many more potential loss opportunities that can be individually harvested (even though the performance of the individual-securities portfolio might be the same in aggregate as the broad-index ETF portfolio) because each holding with a loss can directly be harvested - allowing that one position to be tax-loss harvested even if the portfolio and index as a whole are up." (Kitces.com)
Carlyle to Add Weather-Risk Insurance Impact in Valuing ***** ets "The $475 billion private equity giant is collaborating with insurance broker Marsh on the new approach. Engineers, other insurers and climate risk experts are also contributing to discussions." (FundFire)
Post-SpaceX IPO, Investors Pour $83B Into U.S. Equities "While basic, passive S&P 500 exposure via the iShares Core S&P 500 ETF (IVV) drew in the most aggregate flows last week, the $8.3 billion and $7.4 billion into the Technology Select Sector SPDR Fund (XLK) and the VanEck Semiconductor ETF (SMH) respectively underscore the ongoing popularity of all things tech for investors." (ETF.com)
Why Most Stocks Aren't Worth Owning "Earlier this year, Bessembinder updated his research in One Hundred Years in the U.S. Stock Markets. Studying roughly 30,000 US stocks between 1926 and 2025, he found that less than half posted positive returns and just 41.17% outperformed the US Treasury bill. Just 46 stocks accounted for half the $91 trillion of wealth created." (Morningstar)
Tax-Aware Long-Short Investing: Not Just A Tax Overlay, But A Risk-Managed (Active) Investment Strategy "A portfolio made up of many individual securities, on the other hand, has many more potential loss opportunities that can be individually harvested (even though the performance of the individual-securities portfolio might be the same in aggregate as the broad-index ETF portfolio) because each holding with a loss can directly be harvested - allowing that one position to be tax-loss harvested even if the portfolio and index as a whole are up." (Kitces.com)
1 month ago
Autodesk, Inc. (NASDAQ:ADSK) is one of the best falling stocks to invest in, according to ***** ysts. On June 15, Autodesk, Inc. (NASDAQ:ADSK) amended its credit agreements to obtain access to significant capital to complete the acquisition of MaintainX Inc.
The regulatory filing indicates the company increased its unsecured revolving credit facility to $2 billion from $1.5 billion in its credit agreement with Citibank N.A as the administrative agent. The new agreement provides streamlined borrowing conditions of up to $1 billion to fund the proposed purchase of MaintainX.
Autodesk has also entered into a Term Loan Credit Agreement to access an additional $1 billion in an unsecured 364-day delayed draw term loan facility. The facility will also fund the acquisition and will mature 364 days after the acquisition closes.
The company has entered into an agreement to acquire MaintainX in an all-cash transaction valued at $3.6 billion. The acquisition offers strong expansion potential across customer segments, geographies, and adjacent use cases. It will also give Autodesk access to rich data on ***** et history, inspections, maintenance patterns, and real-world performance.
Autodesk, Inc. (NASDAQ:ADSK) is a multinational software corporation that creates computer-aided design (CAD) and engineering software. Its applications are primarily used by architects, engineers, manufacturers, and media professionals to design, simulate, build, and animate.
The regulatory filing indicates the company increased its unsecured revolving credit facility to $2 billion from $1.5 billion in its credit agreement with Citibank N.A as the administrative agent. The new agreement provides streamlined borrowing conditions of up to $1 billion to fund the proposed purchase of MaintainX.
Autodesk has also entered into a Term Loan Credit Agreement to access an additional $1 billion in an unsecured 364-day delayed draw term loan facility. The facility will also fund the acquisition and will mature 364 days after the acquisition closes.
The company has entered into an agreement to acquire MaintainX in an all-cash transaction valued at $3.6 billion. The acquisition offers strong expansion potential across customer segments, geographies, and adjacent use cases. It will also give Autodesk access to rich data on ***** et history, inspections, maintenance patterns, and real-world performance.
Autodesk, Inc. (NASDAQ:ADSK) is a multinational software corporation that creates computer-aided design (CAD) and engineering software. Its applications are primarily used by architects, engineers, manufacturers, and media professionals to design, simulate, build, and animate.
1 month ago
Microsoft Corporation (NASDAQ:MSFT) is one of the best NASDAQ stocks with high upside potential. On June 17, Y Combinator and Microsoft expanded their partnership to provide YC founders with deeper access to Azure and Microsoft Foundry. This initiative is designed to support AI-native startups by offering the high-performance infrastructure, GPU resources, and scalable tools required to move from early experimentation to enterprise-ready production.
Eligible founders will receive startup credits, direct technical guidance from Microsoft Corporation (NASDAQ:MSFT) engineers, and support for model training and inference. The partnership emphasizes flexibility, allowing startups to build across a variety of AI models within a unified, secure platform while gaining access to Microsoft's global marketplace and co-sell ecosystem.
Northfoto / Shutterstock.com
By integrating these resources, the collaboration aims to help the next generation of startups build AI-centric businesses from the ground up. The initiative provides the necessary architecture and distribution pathways to help founders scale reliably and connect with enterprise customers earlier in their development cycle.
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. Its flagship products include Windows, Microsoft 365, Azure, LinkedIn, and Xbox.
Eligible founders will receive startup credits, direct technical guidance from Microsoft Corporation (NASDAQ:MSFT) engineers, and support for model training and inference. The partnership emphasizes flexibility, allowing startups to build across a variety of AI models within a unified, secure platform while gaining access to Microsoft's global marketplace and co-sell ecosystem.
Northfoto / Shutterstock.com
By integrating these resources, the collaboration aims to help the next generation of startups build AI-centric businesses from the ground up. The initiative provides the necessary architecture and distribution pathways to help founders scale reliably and connect with enterprise customers earlier in their development cycle.
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. Its flagship products include Windows, Microsoft 365, Azure, LinkedIn, and Xbox.
1 month ago
Autodesk, Inc. (NASDAQ:ADSK) is one of the best falling stocks to invest in, according to **** ysts. On June 15, Autodesk, Inc. (NASDAQ:ADSK) amended its credit agreements to obtain access to significant capital to complete the acquisition of MaintainX Inc.
The regulatory filing indicates the company increased its unsecured revolving credit facility to $2 billion from $1.5 billion in its credit agreement with Citibank N.A as the administrative agent. The new agreement provides streamlined borrowing conditions of up to $1 billion to fund the proposed purchase of MaintainX.
Autodesk has also entered into a Term Loan Credit Agreement to access an additional $1 billion in an unsecured 364-day delayed draw term loan facility. The facility will also fund the acquisition and will mature 364 days after the acquisition closes.
The company has entered into an agreement to acquire MaintainX in an all-cash transaction valued at $3.6 billion. The acquisition offers strong expansion potential across customer segments, geographies, and adjacent use cases. It will also give Autodesk access to rich data on **** et history, inspections, maintenance patterns, and real-world performance.
Autodesk, Inc. (NASDAQ:ADSK) is a multinational software corporation that creates computer-aided design (CAD) and engineering software. Its applications are primarily used by architects, engineers, manufacturers, and media professionals to design, simulate, build, and animate.
The regulatory filing indicates the company increased its unsecured revolving credit facility to $2 billion from $1.5 billion in its credit agreement with Citibank N.A as the administrative agent. The new agreement provides streamlined borrowing conditions of up to $1 billion to fund the proposed purchase of MaintainX.
Autodesk has also entered into a Term Loan Credit Agreement to access an additional $1 billion in an unsecured 364-day delayed draw term loan facility. The facility will also fund the acquisition and will mature 364 days after the acquisition closes.
The company has entered into an agreement to acquire MaintainX in an all-cash transaction valued at $3.6 billion. The acquisition offers strong expansion potential across customer segments, geographies, and adjacent use cases. It will also give Autodesk access to rich data on **** et history, inspections, maintenance patterns, and real-world performance.
Autodesk, Inc. (NASDAQ:ADSK) is a multinational software corporation that creates computer-aided design (CAD) and engineering software. Its applications are primarily used by architects, engineers, manufacturers, and media professionals to design, simulate, build, and animate.
1 month ago
Palantir Technologies Inc. (NASDAQ:PLTR) is among the stocks with the best earnings growth for the next 3 years. On June 16, Wolfe Research upgraded Palantir Technologies Inc. (NASDAQ:PLTR) to Peer Perform from Underperform after resuming coverage. According to the firm, the company's AI platform, ontology, and forward-deployed engineers provide a strong foundation to turn AI interest into "scaled enterprise adoption."
The company's current valuation already reflects much of its strengthened growth and margin outlook, the firm **** erted, adding that Palantir Technologies Inc. (NASDAQ:PLTR) has one of the strongest product-market fits today. With the largest and fastest growth rates, the company is well-positioned as one of the strongest applied enterprise AI software companies in the industry.
cellanr, CC BY-SA 2.0 , via Wikimedia Commons
Back on June 5, Rosenblatt reaffirmed a Buy rating and a price target of $225 on Palantir Technologies Inc. (NASDAQ:PLTR). This comes after the company's AIPCon 10 event, at which management announced several customer engagements and an expanded partnership with Google Cloud. According to the firm, the company appears as one of the most crucial components of the enterprise AI value chain. Thus, making it one of the stocks with the best earnings growth for the next 3 years.
Palantir Technologies Inc. (NASDAQ:PLTR), incorporated in 2003, is a Florida-based software platform provider for the intelligence community, supporting counterterrorism investigations and operations.
The company's current valuation already reflects much of its strengthened growth and margin outlook, the firm **** erted, adding that Palantir Technologies Inc. (NASDAQ:PLTR) has one of the strongest product-market fits today. With the largest and fastest growth rates, the company is well-positioned as one of the strongest applied enterprise AI software companies in the industry.
cellanr, CC BY-SA 2.0 , via Wikimedia Commons
Back on June 5, Rosenblatt reaffirmed a Buy rating and a price target of $225 on Palantir Technologies Inc. (NASDAQ:PLTR). This comes after the company's AIPCon 10 event, at which management announced several customer engagements and an expanded partnership with Google Cloud. According to the firm, the company appears as one of the most crucial components of the enterprise AI value chain. Thus, making it one of the stocks with the best earnings growth for the next 3 years.
Palantir Technologies Inc. (NASDAQ:PLTR), incorporated in 2003, is a Florida-based software platform provider for the intelligence community, supporting counterterrorism investigations and operations.
1 month ago
Turtle Creek ******* et Management, an investment management company, recently published its Q1 2026 report. A copy is available to download here. Turtle Creek ******* et Management's Q1 2026 report covers key market factors currently at play. The escalation of the Iran conflict has pushed oil and gas prices higher, while AI's impact on various sectors, especially enterprise software, continues to grow. The firm increased rebalancing activity in the quarter amid heightened market volatility and the momentum in AI-related trades. In this environment, Turtle Creek Equity Fund returned -4.8% for the quarter. Additionally, you can review the Portfolio's top 5 holdings to see its best picks for 2026.
In its first-quarter 2026 investor letter, Turtle Creek ******* et Management highlighted ATS Corporation (NYSE:ATS). ATS Corporation (NYSE:ATS) is a leading automation and industrial technology company that engages in designing, building, commissioning, and servicing of automated manufacturing and ******* embly systems. On June 17, 2026, ATS Corporation (NYSE:ATS) closed at $28.32 per share. One-month return of ATS Corporation (NYSE:ATS) was -14.16%, and its shares lost 7.87% over the past 52 weeks. ATS Corporation (NYSE:ATS) has a market capitalization of $2.74 billion.
Turtle Creek ******* et Management stated the following regarding ATS Corporation (NYSE:ATS) in its Q1 2026 investor letter:
"ATS Corporation (NYSE:ATS), which engineers automated manufacturing solutions, welcomed a new CEO during the quarter. In mid-2025, the previous CEO was recruited to a much larger company in an unrelated industry with a commensurately larger pay package. He did a terrific job in his eight years at ATS and we knew there was always a risk of him being 'headhunted'. The board did an excellent job hiring him eight years ago and they believe they have done it again with the new CEO. It's early days, but in our initial interactions we have been impressed."
ATS Corporation (NYSE:ATS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 14 hedge fund portfolios held ATS Corporation (NYSE:ATS) at the end of the first quarter, up from 9 in the previous quarter. While we acknowledge the potential of ATS Corporation (NYSE:ATS) 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.
In its first-quarter 2026 investor letter, Turtle Creek ******* et Management highlighted ATS Corporation (NYSE:ATS). ATS Corporation (NYSE:ATS) is a leading automation and industrial technology company that engages in designing, building, commissioning, and servicing of automated manufacturing and ******* embly systems. On June 17, 2026, ATS Corporation (NYSE:ATS) closed at $28.32 per share. One-month return of ATS Corporation (NYSE:ATS) was -14.16%, and its shares lost 7.87% over the past 52 weeks. ATS Corporation (NYSE:ATS) has a market capitalization of $2.74 billion.
Turtle Creek ******* et Management stated the following regarding ATS Corporation (NYSE:ATS) in its Q1 2026 investor letter:
"ATS Corporation (NYSE:ATS), which engineers automated manufacturing solutions, welcomed a new CEO during the quarter. In mid-2025, the previous CEO was recruited to a much larger company in an unrelated industry with a commensurately larger pay package. He did a terrific job in his eight years at ATS and we knew there was always a risk of him being 'headhunted'. The board did an excellent job hiring him eight years ago and they believe they have done it again with the new CEO. It's early days, but in our initial interactions we have been impressed."
ATS Corporation (NYSE:ATS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 14 hedge fund portfolios held ATS Corporation (NYSE:ATS) at the end of the first quarter, up from 9 in the previous quarter. While we acknowledge the potential of ATS Corporation (NYSE:ATS) 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.
2 months ago
TRACY, Calif. (AP) — Officials in a Northern California city urged people sensitive to smoke to keep indoors as firefighters spent a third day Saturday battling a fire in a huge medical equipment warehouse.
Air quality on the south side of Tracy, a city of 100,000 people where the Medline warehouse fire has been burning since Thursday, was in the "unhealthy" range, according to air monitors.
Firefighters expected the next few days to remain smoky amid a lengthy effort to put out the fire inside the building, South San Joaquin County Fire Authority Fire Chief Randall Bradley said in a statement.
The local fire marshal was investigating, and officials are meeting with company representatives, structural engineers and others to ***** s the building, Bradley said.
Plans were being made for employees to retrieve their vehicles from the site. Meanwhile, firefighters urged people to avoid the area and not touch or move debris from the fire.
Air quality on the south side of Tracy, a city of 100,000 people where the Medline warehouse fire has been burning since Thursday, was in the "unhealthy" range, according to air monitors.
Firefighters expected the next few days to remain smoky amid a lengthy effort to put out the fire inside the building, South San Joaquin County Fire Authority Fire Chief Randall Bradley said in a statement.
The local fire marshal was investigating, and officials are meeting with company representatives, structural engineers and others to ***** s the building, Bradley said.
Plans were being made for employees to retrieve their vehicles from the site. Meanwhile, firefighters urged people to avoid the area and not touch or move debris from the fire.
