Logo
lyn_roll_4ookie
40 sec. ago
It's shaping up to be an interesting earnings season for the big tech stocks. Alphabet set the tone on July 22 with a solid second-quarter earnings report that saw revenue jump 24% from a year ago to $119.76 billion. Growth in Google Cloud was even better at 82%.
One might think that investors would celebrate Alphabet's commitment to grow out its all-important artificial intelligence infrastructure, but you'd be wrong. Alphabet raised its capex guidance from $185 billion to $200 billion, and the stock promptly dropped 6%, taking several other major tech stocks with it, as investors are getting spooked by the amount of money being poured into AI right now.
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 »
It's against this backdrop that fellow Magnificent Seven member Meta Platforms (NASDAQ:META) prepares to report its quarterly earnings after the closing bell on July 29. Meta, like Alphabet, has been spending heavily on data centers. But unlike Alphabet, it doesn't have a cloud computing division of its own to sell AI computing capacity as a revenue stream.
Is that about to change? We may get some answers when Meta steps up to the earnings podium.

#meta #NVIDIA #billion #july
9tO6s
37 mins. ago
The biggest storyline surrounding Michigan this season will be how quickly the program adjusts to new leadership under head coach Kyle Whittingham. The Wolverines have built a reputation around physical football, strong defense, and controlling the line of scrimmage, and maintaining that identity will be a major focus as the program enters a new chapter.
The other big question is can Bryce Underwood take the next step to becoming an elite quarterback that this offense needs?
Bryce Underwood's Next Step
The biggest factor in Michigan's ceiling will likely be the continued development of quarterback Bryce Underwood. After arriving with enormous expectations, Underwood enters the season with the opportunity to prove he can become the next great quarterback in Ann Arbor.
Michigan has traditionally leaned on its running game and defense, but the modern Big Ten requires consistent quarterback play to compete with teams like Ohio State, Oregon, and Penn State. If Underwood can become more comfortable operating the offense, making quick decisions, and creating explosive plays, the Wolverines' offense could take a significant step forward.

#biggest
dashna
1 hr. ago
Every major AI chip story seems to lead back to Arm Holdings (ARM) as the industry's biggest players rely on the company's architecture to build their processors. As ARM gears up for its fiscal Q1 earnings on July 29, investors are eager to see if the company can continue to translate strong demand into sustained growth needed to justify its premium valuation.
Valued at $277.7 billion, Arm Holdings develops the processor technology that powers billions of chips globally, licenses that technology to semiconductor firms, and gets royalties on each chip shipped. The company earns money through licensing revenue and royalty revenue. While historically, Arm's business was dominated by smartphones, today its processors power PCs and laptops, cloud servers, AI data centers, automotive chips, smart TVs, IoT devices, and much more. Thanks to AI, the company now has new growth opportunities in Cloud AI, Edge AI, and Physical AI.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions

#Stock #chip #processors
fiNchCool202
1 hr. ago
Shares of neocloud infrastructure provider Nebius Group (NASDAQ: NBIS) shot up nearly 19% on July 21 after it emerged that Nvidia has a significant stake in the company.
According to a filing with the U.S. Securities and Exchange Commission (SEC), Nvidia has a 9.3% equity stake in Nebius, which amounts to just over $5 billion as of this writing. It is worth noting that Nvidia announced a $2 billion investment in Nebius in March this year to help the neocloud specialist deploy more than 5 gigawatts (GW) of artificial intelligence (AI) data center capacity by the end of the decade.
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 »
That investment has grown substantially. The AI stock has jumped over 67% since Nvidia announced it was backing Nebius on March 11. The good news is that Nebius still has significant upside potential, given the fast-growing AI data center market it serves. Let's see why this Nvidia-backed AI infrastructure specialist is destined to be a long-term winner.
Nebius provides dedicated AI data centers to customers looking to run AI workloads in the cloud. More importantly, the company operates an end-to-end AI cloud infrastructure platform by offering software solutions as well, enabling customers to build AI agents, fine-tune models, and develop applications, among other things.

#infrastructure #flashing
meGaslowlY
2 hours ago
If you own Teradyne (TER) stock, or you're thinking about buying it, the last week of July could be critical. Teradyne, the company behind the machines that test AI chips, memory, and networking gear, is about to show investors whether its blistering growth pace from earlier this year can continue. And based on what management has said in recent weeks, there's a lot riding on the answer.
Teradyne has quietly become one of the more interesting AI plays on Wall Street, given it manufactures the equipment that proves AI chips work before they are shipped to data centers. As AI hardware gets more complex, that job is getting bigger and more expensive for customers to skip.
Dear ******* eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions

#Stock #chips #dear #fans
ru6rocketwhirl1076
2 hours ago
The Ravens' biggest offseason addition is ready to silence the doubters originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
When the Baltimore Ravens take the field for training camp, one player will draw more attention than almost anyone else: newly acquired edge rusher Trey Hendrickson.
After the Ravens missed out on trading for Maxx Crosby when a failed physical sent the star pass rusher back to the Las Vegas Raiders, Baltimore quickly pivoted and landed one of the NFL's premier defensive playmakers. Now, expectations are high for Hendrickson as he prepares for his first season in purple and black.
The veteran edge defender enters camp looking to bounce back from an injury-plagued 2025 campaign that limited him to just seven games. While the shortened season slowed his production, it did little to diminish his reputation as one of football's most relentless pass rushers.
Just one season earlier, Hendrickson reminded the league why he is considered an elite defender. During the 2024 campaign, he led the NFL with 17.5 sacks while generating 65 quarterback pressures, consistently disrupting opposing offenses and changing games with his ability to collapse the pocket.

#sporting #baltimore
qkwnlxedfccnhmmu
2 hours ago
The Trump administration is weighing whether to extend access to some Chinese rare earth materials beyond the January 1, 2027 cutoff after U.S. producers acknowledged they cannot build sufficient domestic processing and magnet capacity before the deadline, Reuters reported on Monday.
Industry executives and Pentagon suppliers told Reuters that U.S. processing and magnet manufacturing capacity remains insufficient to meet despite billions of dollars in federal support for new mines, separation facilities and downstream manufacturing.
The gap threatens not only military procurement but also supply chains serving electric vehicles, offshore wind, robotics, data centers and other energy-intensive industries that depend on high-performance permanent magnets.
The shortage centers on neodymium-iron-boron (NdFeB) and samarium-cobalt magnets, which rely on rare earth supply chains that China continues to dominate. Beijing still controls the overwhelming majority of global rare earth refining and permanent magnet production, giving it enormous leverage over downstream manufacturing even as Western governments accelerate efforts to diversify supply.
While the United States has made meaningful progress expanding domestic mining, processing, alloy production and magnet manufacturing require specialized infrastructure that has taken China decades to develop.

#earth #supply
ySbqa_lerzs_ix
2 hours ago
UFC Fight Night 282 took place Saturday at Etihad Arena in Abu Dhabi, featuring Magomed Ankalaev vs. Bogdan Guskov in the main event. The former champion Ankalaev sat at No. 2 in the light heayvweight division ahead of the event, and holds his spot after a final-round TKO win.
In the co-main event, former flyweight **** le challenger Steve Erceg was stopped by Ramazan Temirov. Erceg loses his No. 11 spot, falling to No. 13. Temirov enters the ranks, claiming the No. 12 spot, while Asu Almabayev moves up to No. 11.
PFL Washington took place in the nation's capital, where Thad Jean claimed the vacant welterweight **** le by defeating short-notice replacement Ernesto Rodriguez. Jean enters the honorable mentions at 170 pounds, while his original opponent, Shamil Musaev, falls out.
Check out all of the moves in the latest USA TODAY Sports/MMA Junkie rankings.
This article originally appeared on MMA Junkie: USA TODAY Sports/MMA Junkie rankings, July 28: Ramazan Temirov enters top 15

#enters #jean
tunnelstorm7VQ
7 hours ago
One name in fantasy football that isn't being talked about much is Carolina Panthers WR Jalen ****** er. That's mainly because of the team surrounding ****** er, but might Carolina be an offense on the rise? The Panthers have a decent young group headlined by QB Bryce Young and WR Tetairoa McMillan. As ****** er enters Year 3 in the NFL, it may be time for a breakout campaign.
Join or create a Yahoo Fantasy Football league for the 2026 NFL season
Here to discuss ****** er's outlook for the 2026 season are new Yahoo ****** ysts Josh Norris and Hayden Winks, celebrating their inaugural show for Yahoo Fantasy. The pair were joined by Yahoo Fantasy Forecast host Matt Harmon to get things started. You can look forward to more content all season long from Josh and Hayden, from the lead up to your draft through the regular season and offseason. Check out their YouTube channel here.
Harmon thinks ****** er is a great receiver and it's just taken him a bit longer to adjust to the NFL game coming from Holy Cross at the collegiate level. Harmon compares ****** er's body type to that of Chris Godwin Jr. or Jakobi Meyers. Two receivers we've seen have fantasy football success in the past five years.
Coker has only made it to 11 games in each of his two NFL seasons. Health has been an issue but he's made strides to get his body right. Last season, ****** er had 33 catches for 394 yards and three scores. While the regular season was uninspiring from a fantasy standpoint, the ****** ysts point out the playoff game vs. the Rams. ****** er had a 9-134-1 line on 12 targets against Los Angeles in the Panthers' near upset win.

#fantasy
jnblhyvtbm
8 hours ago
The Indiana Fever, ranked fifth in the WNBA with a 17-10 record, face the Seattle Storm, who are 15th in the league with a 6-23 record. Indiana enters with a significant record advantage, having won 11 more games than Seattle on the season.
Date: Tuesday, July 28
Time: 9:30 p.m. ET / 6:30 p.m. PT
Where: Climate Pledge Arena, Seattle, Washington
TV Channels: ESPN

#indiana #fever #WNBA #storm
yunekumeyocci7850
10 hours ago
Local backlash and reliability concerns are challenging the vision of an AI boom built quickly using large off-grid data centers.
Why it matters: If giant projects stumble, trillions of dollars in AI investment and the industry's plans to rapidly expand data centers could be at risk.
The big picture: In an effort to speed AI development, some companies are building data centers powered mainly by onsite generation rather than waiting years to connect to the electric grid.
There are 59 data centers with a combined capacity of about 90 gigawatts that plan to build their own power "behind-the-meter" using sources like gas turbines, generators and fuel cells, according to a report from research firm Cleanview.
A smaller subset is trying to run large campuses mostly on behind-the-meter power as a way to move more quickly than the local utility and the grid can.

#centers #large #power
utpxccuekcay
10 hours ago
Ryan Garcia has entered the ranks of WWE, and contributing to one of the more weird editions of Raw in quite some time.
During a segment involving Joe Henry and Danhuasen dancing and pumping up the crowd, Garcia was in the ring with a guitar playing along. Eventually, Garcia turned in Hendry, blasting him with a guitar, while The Judgment Day's Dominick Mysterio and JD McDonagh delivered a beatdown on Hendry, Danhausen, and the Mini-Hausens.
Watch the ending of the segment in the video below.
Garcia enters another branch of the TKO umbrella after signing a deal to face Conor Benn in a September 12 matchup co-promoted by Zuffa Boxing. Garcia puts his WBC welterweight championship on the line in the grudge match.
The Raw segment helped set the table for this weekend's SummerSlam event, which includes a matchup between Mysterio and fan-favorite Danhausen. The match takes place on Sunday, part of the cap off card of the two-night event in Minneapolis.

#match #Event #ryan
2z7iyfz9lv2m17g
11 hours ago
When the New York Jets acquired Geno Smith this offseason, the conversation immediately shifted to the quarterback. Would they get the version who revitalized his career in Seattle Seahawks? Or would they inherit the one who struggled with turnovers during his lone season with the Las Vegas Raiders?
Those are fair questions. They just may not be the most important ones. As training camp opens, the Jets' ceiling on offense could depend less on which version of Smith takes the field and more on how offensive coordinator Frank Reich builds the offensive attack around him.
Quarterbacks often receive the credit when an offense succeeds and the blame when it doesn't. While that's part of playing the position, football has repeatedly shown that coaching, scheme and supporting talent can dramatically influence a quarterback's production.
So, here's where Reich enters the picture. The veteran coach inherits an offense featuring an experienced quarterback, a dynamic running back in Breece Hall, an emerging No. 1 receiver in Garrett Wilson and a pair of intriguing young tight ends in Kenyon Sadiq and Mason Taylor. The offensive line also appears more stable than it has in recent years, giving Reich more flexibility than many first-year coordinators enjoy.
The challenge isn't **** embling talent. It's finding the best way to maximize it.

#offensive #version #geno
h1rdlybOld
11 hours ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management attributed strong top and bottom-line growth to aggressive new account wins and share gains rather than market recovery, which remains largely absent.
The Paint Stores Group outperformance was driven by Protective and Marine momentum in data centers and semiconductor infrastructure, offsetting persistent weakness in new residential markets.
Commercial segment gains are the result of a 24-month targeted strategy to capture market share in an underlying environment that remains soft.
Performance Coatings growth across all regions was led by heavy equipment and packaging, specifically benefiting from customer conversions to BPA-free solutions.

#Growth #Share #management #paint
raw_vm
11 hours ago
Alphabet reported earnings on July 22 and the stock dropped more than 7% in a single session. The numbers weren't bad. Cloud grew 82% year over year. Advertising held up. EPS beat. What rattled investors was the spending. Capital expenditure guidance for 2026 came in at $195 billion to $205 billion. Free cash flow went negative for the first time in the company's history. The market looked at that bill and sold first, asked questions later.
Five days later, Phillip Securities ****** yst Serena Lim Yi Qi published a note saying the market got it wrong. On July 27, she upgraded Alphabet to Buy from Accumulate, lowered her price target to $425 from $450, and explained why the combination of those two moves makes sense.
The upgrade from Accumulate to Buy is the meaningful part of the call. Phillip Securities is saying Alphabet's AI momentum has reached the point where sitting on the sidelines no longer makes sense, according to Investing.com.
Lim Yi Qi pointed to Alphabet's vertically integrated AI ecosystem as the core of the bull case. The company controls its own custom silicon through its Tensor Processing Units, runs optimized data centers, and deploys its Gemini models across Search, Cloud, and its broader product suite. That integration, in her view, gives Alphabet a structural advantage that is starting to show up in the numbers in a meaningful way.
The free cash flow picture is more complicated. Alphabet turned negative on free cash flow for the first time this quarter because of the scale of its AI investment. Lim Yi Qi views that as a temporary condition supporting stronger long-term growth rather than a structural problem. The company has also raised its 2026 capex guidance to a range of $195 billion to $205 billion, signaling the buildout is far from over.

#free #flow #first #cloud
ro3yyvr6mgcp
11 hours ago
Justin Herbert-Madison Beer engagement details: What to known about Chargers QB's proposal to pop star originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
Before Justin Herbert enters a pivotal season, the Los Angeles Chargers quarterback revealed some big life news to the world.
Herbert and Madison Beer, who dated for at least a year, announced their engagement on social media on Tuesday afternoon. The news comes as Herbert reports to the Chargers' training camp ahead of his seventh NFL season.
Beer is a pop star who just finished an arena tour that lasted through the middle of July. It's unclear exactly when and how the two first began dating, but they went public with their relationship last year and are now ready to take the next step.
Here's the latest on Herbert and Beer's engagement.

#herbert #beer #star #year
tinyw0tty6
12 hours ago
LOS ANGELES -- The Tampa Bay Buccaneers could be on the verge of losing another cornerstone player after star defensive tackle Vita Vea officially requested a trade, creating one of the biggest storylines of the NFL offseason and immediately sparking speculation that the two-time Pro Bowler could be headed back to the West Coast.
Vea, 31, is seeking a new long-term contract after negotiations with the Buccaneers stalled. His agent confirmed the trade request just before veterans were scheduled to report for training camp. Although Vea is expected to report to camp, his future in Tampa Bay has become increasingly uncertain as he enters the final season of his current contract, which carries a non-guaranteed base salary for 2026.
The request comes during a period of significant change for the Buccaneers. Tampa Bay has already seen longtime linebacker Lavonte David retire while franchise icon Mike Evans departed in free agency to sign with the San Francisco 49ers, leaving the organization facing one of its biggest roster transitions in years.
One of the league's most dominant interior defensive linemen since entering the NFL as the 12th overall pick in the 2018 draft, Vea has been the anchor of Tampa Bay's run defense and helped lead the franchise to a Super Bowl LV championship. Over eight seasons, he has totaled 256 tackles and 35 sacks while earning two Pro Bowl selections. Last season, he started all 17 games, recording 34 tackles, 4.5 sacks and 13 quarterback hits.
With Vea now on the trade market, oddsmakers at BetOnline Sports & Casino believe Southern California is the most likely destination.

#contract
choan_jdjqho
15 hours ago
With the New Orleans Saints officially entering a new era at quarterback, no one understands the demands of leading the franchise better than Pro Football Hall of Famer Drew Brees.
In an exclusive one-on-one interview with Covers.com, the future Hall of Famer sat down with DJ Siddiqi to discuss the Saints' outlook under quarterback Tyler Shough, who enters his second season and first as the team's Week 1 starter. Brees praised the young signal-caller's maturity, poise and leadership while expressing optimism about the direction of the offense under head coach Kellen Moore.
"I've been really impressed with him," Brees said. "I talked to him around the draft last year, at training camp, during the season and right before he took over."
Brees said he watched the Saints gradually come together despite facing significant changes on both sides of the football.
"To watch that team come together—in a lot of ways it was a new offense with Kellen Moore, it was a new defense with Brandon Staley—but man, they really hit their stride at the end of the year, and in large part, the quarterback was playing well."

#brees #famer #Football #season
impzefelpdhjyuyg
16 hours ago
As the league enters the second half of the season, ESPN's Basketball Power Index (BPI) gives Caitlin Clark and the Indiana Fever the highest chances of winning the 2026 WNBA ******* le.
According to ESPN ******* ytics, the Fever have a 24.1% chance of securing their second all-time league crown, holding a narrow advantage over the reigning WNBA champion Las Vegas Aces. The Aces own a 22.6% chance to win the WNBA ******* le according to ESPN's BPI.
Rounding out the top five are the Minnesota Lynx (15.5%), New York Liberty (15.1%), and Atlanta Dream (13.3%).
Fueled by the All-Star trio of Kelsey Mitchell (23.3 points per game), Caitlin Clark (21.0), and Aliyah Boston (17.3), Indiana owns the WNBA's No. 1 scoring offense (95.5 points per game).
In her last four contests leading into the All-Star break, Clark averaged 25.5 points, 8.5 ******* ists and 1.5 steals per game on 47.5% shooting and 40% 3-point accuracy.

#points #game #indiana #star
eo2_8qo5kwgksg
17 hours ago
The Illini will open the year under the lights on the first Thursday of September, and the stadium should be packed with Illinois fans. Illinois will be one of three Big Ten teams in action that night and should take care of business.
The Illini will be looking to win at least nine games for the third consecutive season. The schedule features a mix of manageable opponents, national championship contenders, and everything in between. Let's take a closer look at the schedule and predict each game.
Opening night should be an exciting one in Champaign as Illinois enters as a heavy favorite against UAB. The Blazers compete in the American Athletic Conference and simply shouldn't be able to match Illinois' talent level. The Illini are a 27.5-point favorite and should have little trouble cruising to a blowout victory. Fans will also get their first look at the new video board inside Memorial Stadium as Illinois starts the season 1-0.
Duke will be Illinois' first Power Four opponent of the season. The Illini will look to build on last year's 45-19 road victory over the Blue Devils.
Duke finished 9-5 last season and captured the ACC ******* le over Virginia, but the Blue Devils are expected to take a step back after quarterback Darian Mensah transferred to Miami along with second-team All-ACC wide receiver Cooper Barkate. Illinois is the better team and should defend its home field to improve to 2-0.

#stadium
gAdGet
20 hours ago
South Korean President Lee Jae Myung flew to San Francisco on July 24 for a summit with the most powerful names in artificial intelligence. Jensen Huang was there. Sam Altman was there. The heads of Samsung, SK Group, Hyundai Motor and Naver flew in. By the end of the day, roughly $950 billion in new AI agreements had been signed, and South Korea had positioned itself as the country most central to the next phase of the buildout.
Nvidia (NVDA) is not slowing down its global hunt for AI infrastructure partners. The chipmaker has spent much of 2026 signing deals across Asia, the Middle East and Europe to secure the chips, memory and power it needs to keep building AI systems.
On July 24, that hunt landed squarely on South Korea, with a cluster of new agreements announced within hours of each other.
Nvidia said on July 24 that it has locked down AI memory supply from SK Hynix, South Korea's second most valuable company, CNBC reported. The agreement, unveiled late that evening in San Francisco, could be worth $500 billion over a number of years, and it includes large-scale data centers expected to come online in 2027.
SK Hynix affiliate SK Telecom will build a cloud business using Nvidia's Vera Rubin systems as part of the deal.

#south #agreements #down
266prism_packet
21 hours ago
Baker Hughes raised its 2026 Industrial & Energy Technology (IET) order outlook after posting record second-quarter bookings, as surging investment in LNG export facilities, gas-fired power generation and data center infrastructure continued to fuel demand for its equipment and services.
The company reported second-quarter orders of $10.5 billion, up 49% from a year earlier, while IET orders more than doubled to a record $7.1 billion. Remaining performance obligations reached a record $40.1 billion, including $37.1 billion for the IET segment, providing increased visibility into future revenue. Revenue totaled $6.74 billion, while adjusted EBITDA rose to $1.23 billion, exceeding the high end of the company's guidance range.
Chairman and CEO Lorenzo Simonelli said Baker Hughes benefited from continued strength in data centers, gas infrastructure and upstream markets despite operational challenges in the Middle East. He said the company now expects to reach the midpoint of its full-year guidance while increasing its Horizon 2 (2026-2028) IET orders target to more than $45 billion.
The record order intake was supported by a series of major LNG and power generation contracts. During the quarter, Baker Hughes secured equipment awards from Venture Global, Cheniere Energy, Golar LNG and Nigeria LNG, alongside large power generation orders from Dynamis Power Solutions and Kodiak Gas Services to support growing electricity demand from data centers and energy infrastructure across North America.
Oilfield Services & Equipment also outperformed expectations despite geopolitical disruptions. Segment EBITDA exceeded guidance as activity improved in the Middle East late in the quarter, while North America land operations and Latin America delivered solid results. However, segment revenue remained 5% below the prior year, reflecting ****** et divestitures and regional disruptions.

#record
vwQy_KNPhn9
23 hours ago
Where to watch Big Ten Media Days: Full schedule, times, channels, live streams for college football press conferences originally appeared on The Sporting News. Add The Sporting News as a Preferred Source by clicking here.
Big Ten Media Days are one of the most anticipated offseason events of the summer, setting the stage for what should be a thrilling 2026 season packed with massive storylines across the conference.
The Big Ten has crowned a different national champion in each of the past three seasons, meaning anyone in the conference has a chance to win it all in 2026.
Oregon enters the year as a popular pick to break through after four stellar seasons under head coach Dan Lanning. However, defending national champion Indiana returns off one of the most stunning turnarounds in recent memory and now has to prove it wasn't a one-year fluke.
Ohio State, meanwhile, opens the season as the nation's top-ranked team in several projection models despite a major defensive overhaul, and USC's revamped defense under new coordinator Gary Patterson could make the Trojans one of the conference's most intriguing wild cards.

#days #champion
crashin
1 day ago
These are unprecedented times, with companies pumping hundreds of billions of dollars into capital expenditures -- data centers, GPUs, and other infrastructure for artificial intelligence (AI). It's an arms race of sorts, and companies are spending first and asking questions later in fear of missing out on their share of AI adoption.
Two groups of AI stocks have formed within this capex boom. On one side are the AI hyperscalers, big tech companies like Microsoft, Amazon, Meta Platforms, and Alphabet. On the other side are neoclouds, companies such as CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS), that build specialized GPU data centers and sell the computing power.
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 »
Knowing which group actually wins in the big picture is crucial to deciding where to invest your dollars.
Neocloud companies build specialized GPU data centers, engineered from the ground up for AI workloads. That specialization gives them cost advantages over hyperscalers building more generalized data centers for a broader range of applications. The rampant demand for AI compute is fueling blistering growth at neocloud companies such as CoreWeave and Nebius, where ***** ysts expect revenue to multiply over the next couple of years.

#coreweave #NASDAQ #nebius
W3lDlYLYnx
1 day ago
Stephen A. Smith had Shaquille O'Neal on his show to talk about Dunkman, the alternative league to bring back a spectacle that the All-Star Game has lost touch with. So he took the chance to take aim at LeBron James for causing it. While acknowledging James' legendary status as he enters his 24th NBA season, Smith firmly laid the blame on the superstar forward for single-handedly destroying the prestige of the NBA All-Star Weekend's Slam Dunk Contest.
Smith argued that prior generations of icons set an expectation to entertain the fans on Saturday night, a culture he believes James dismantled by refusing to participate.
"Listen, I gave a lot of respect. And I've said this on many occasions, LeBron, when it's all said and done, we pay tribute to him and his greatness that spans more than 23 years, 24 years coming up, etc., etc.," Smith declared. "But the one thing I've religiously held against him is his unwillingness to compete in All-Star weekend because, to me, all the stars always did it.
"Kobe [Bryant] included, Vince Carter included, everybody. They all did it until he refused to enter the dunk contest. And then after that, every other stars followed and they wouldn't compete. Am I wrong about that?"
He probably expected Shaquille O'Neal, who never participated in the Dunk Contest himself, to agree. But Shaq offered a minor defense for James.

#james #shaquille #lebron
D7mN5YFOs8M
1 day ago
For 22 years, Google generated more cash than it spent every quarter. That record broke between April and June this year.
Alphabet, Google's parent, spent $44.9 billion on AI infrastructure (chips, servers and data centers) over those three months — or about $490 million a day. The business generated $39.1 billion in cash during the same stretch. That left it $5.9 billion in the hole, its first ever quarter of negative free cash flow since the company went public in August 2004.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going

#Google #april #june
qwwfsjnqudijywkq
1 day ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Elon Musk's ******* eX pitched orbital data centers as a central part of its record-breaking IPO, but geopolitical ******* yst Peter Zeihan says the physics may not cooperate.
In a recent video, Zeihan argued a one-gigawatt orbital data center would require roughly 500 Starship launches to ******* emble.
High-end chips cannot survive radiation in ******* e, Zeihan said, so the entire facility would need shielding. That shielding would weigh roughly 20 million pounds.
Don't Miss:

#zeihan #shielding #elon
iavsaog6ufd4
1 day ago
Dave Joerger is headed to Denver.
Joerger reached a deal on Monday night to join the Nuggets' coaching staff next season, according to ESPN's Shams Charania. Joerger will serve as the lead ******* istant on head coach David Adelman's staff.
Joerger has been an ******* istant in the league for nearly two decades, and he served as the head coach for both the Memphis Grizzlies and Sacramento Kings. The Grizzlies fired Joerger after three seasons in 2016, though Joerger had sought permission to talk to other teams about job openings during his final campaign. He then joined the Kings the following season, and spent three years there, too. In total, Joerger compiled a 245-247 record as a head coach.
Since his last head job, Joerger has spent time as an ******* istant with both the Philadelphia 76ers and most recently the Milwaukee Bucks.
Joerger will now get to join the Nuggets as Adelman enters his second full season at the helm. The Nuggets went 54-28 last season, but were knocked out in the opening round of the playoffs by the Minnesota Timberwolves. The team has had a busy offseason already, including waiving center Jonas Valančiūnas and matching an offer to retain Spencer Jones. The Nuggets will also have to decide what to do about restricted free agent Peyton Watson in the near future, too.

#season
wolffk
4 days ago
South Korean memory chip company SK Hynix (NASDAQ: SKHY) began trading on the Nasdaq Exchange through a large secondary listing earlier this month, and after an initial boom, the stock has been pretty volatile.
SK Hynix's common shares were already publicly traded on South Korea's exchange, and the new listing was for its American depositary receipts (ADRs) -- essentially, certificates that represent the underlying foreign stock, making it simpler for U.S. investors to buy and sell it on American markets.
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 »
Many investors are likely hoping SK Hynix will be the next big artificial intelligence (AI) stock. The company provides important memory products for data centers, and its sales and earnings have been surging amid rising demand and tight supply.
Yet despite all that SK Hynix has going for it, there's a good reason why investors should at least wait until next summer before they consider buying the stock.

#south
wZSNuEO7APY_IjVo
4 days ago
Can Michael Kim follow up his second-round 59 to continue separating from the pack at the 2026 3M Open?
The 33-year-old from South Korea put down 12 birdies in his near-record round, shooting up the leaderboard to 14 under. Round 1 leader Ben Kohles enters Round 3 three strokes back, while Chandler Phillips, Michael Brennan and Emiliano Grillo made late pushes to get into contention.
PGA Tour rookie Jackson Koivun continued his impressive start, entering the third round four shots behind Kim. Billy Horschel, Troy Merritt and Zac Blair come in within five strokes of the lead, while Scottie Scheffler slipped up on the back nine Friday before wrapping with a birdie to enter moving day at 7 under. Gary Woodland and Hideki Matsuyama, who rallied after entering the second round below the cut line, also could make some noise today.
Watch PGA Tour live on Fubo (free trial)
Keep up with the latest scores on the official PGA Tour leaderboard.

#leaderboard

Nothing found!

Sorry, but we could not find anything in our database for your search query {{search_query}}. Please try again by typing other keywords.