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ov3z2nbbm5apr6w
1 hr. ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: If you want to earn valuable travel rewards on your everyday business expenses, look no further than the Amex Blue Business Plus. It has a no-hassle rewards rate that works for any eligible purchase (so no confusing bonus categories to worry about), plus you can use an intro APR offer on purchases as a new cardmember.
Read our full Amex Blue Business Plus review
Why we like it: The American Express Business Gold card offers a mix of everyday rewards and valuable benefits that can help reduce costs for your business long-term. Top 4x rewards apply to the first $150,000 you spend annually in the two eligible categories where you spend most each month. Eligible categories include advertising purchases from U.S. media providers in select media, U.S. purchases from electronic goods retailers and software and cloud system providers, U.S. restaurants, U.S. gas stations, transit, and monthly wireless phone service charges from U.S. providers.
In addition to rewards, annual credits toward eligible business purchases and an auto-renewing Walmart+ membership can go a long way toward helping offset the annual fee (see rates & fees). Plus, you can score a huge welcome bonus as a new cardholder.

#providers #blue
1368_6_76_tdrst
3 hours ago
October Nymex natural gas (NGV26) on Tuesday closed down -0.031 (-1.06%).
Nat-gas prices settled lower on Tuesday as US weather forecasts turned cooler, potentially reducing nat-gas demand from electricity providers to power air-conditioning. According to forecaster Vaisala, temperatures are expected to fall below normal in the Northeast at the beginning of this weekend.
I've Been Taking a Beating on This AI Energy Stock. Here's Where I'm Looking to Add More Shares – and Why.
This Geothermal Stock Is Soaring Today After a Major Google Deal
As US Bond Selloff Accelerates, Treasury Secretary Scott Bessent Says a Stronger Yen is Coming

#Stock #ngv26 #vaisala
NVVgefq2
11 hours ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: If you want to earn valuable travel rewards on your everyday business expenses, look no further than the Amex Blue Business Plus. It has a no-hassle rewards rate that works for any eligible purchase (so no confusing bonus categories to worry about), plus you can use an intro APR offer on purchases as a new cardmember.
Read our full Amex Blue Business Plus review
Why we like it: The American Express Business Gold card offers a mix of everyday rewards and valuable benefits that can help reduce costs for your business long-term. Top 4x rewards apply to the first $150,000 you spend annually in the two eligible categories where you spend most each month. Eligible categories include advertising purchases from U.S. media providers in select media, U.S. purchases from electronic goods retailers and software and cloud system providers, U.S. restaurants, U.S. gas stations, transit, and monthly wireless phone service charges from U.S. providers.
In addition to rewards, annual credits toward eligible business purchases and an auto-renewing Walmart+ membership can go a long way toward helping offset the annual fee (see rates & fees). Plus, you can score a huge welcome bonus as a new cardholder.

#business #eligible #categories #blue
pvxdxmgf
11 hours ago
Private equity firm Trident Management appears to be an early mover in bolting together small courier businesses onto a platform that can offer shippers greater regional density and reach as an alternative to large, legacy parcel carriers.
Trident-backed Priority Courier Experts, which serves B2B customers in the Minneapolis-St. Paul area and upper Midwest, last week said it acquired Priority Dispatch Inc. and Diamond Expedited, Midwest providers of same-day courier and box-truck freight services for the healthcare and e-commerce industries, and Atlanta-based Inpax Shipping Solutions.
Priority Dispatch was founded in Cincinnati in 1973. Diamond Expedited began serving the greater Chicago area in 1995. The companies, which were bought from the same individual, also cover Columbus, Cleveland, Dayton and Toledo, Ohio; Indianapolis; Detroit and Milwaukee, with 43 employees and more than 500 independent-contractor drivers. Their combined delivery traffic is about 250,000 orders per year.
Inpax is active in seven markets across the South, including Charlotte and Raleigh, North Carolina, Tennessee, South Carolina and Florida. With 75 employees and more than 335 owner-operators it delivers more than 400,000 orders per year. In addition to e-commerce pickup and delivery, it offers local and regional truck brokerage and tractor trailer freight.
In December 2024, Priority Courier Experts purchased Indianapolis-based Now Courier.

#Experts #indianapolis
vr3oa
11 hours ago
A laptop arrived late. What was on it made things worse. And now Apple is asking a federal court to move faster, arguing that evidence in its lawsuit against OpenAI is being actively destroyed.
Apple filed a new brief on Aug. 31, escalating its legal battle against the ChatGPT maker. The filing accuses OpenAI of withholding key evidence and alleges that a former Apple engineer sent instructions to an OpenAI colleague to destroy documents. The colleague confirmed she would comply, Bloomberg reported.
The brief was filed Monday, Aug. 31, in support of Apple's motion for expedited pretrial fact-finding in its trade secrets lawsuit against OpenAI.
Apple's lawyers said OpenAI only recently provided a critical piece of evidence: an Apple-issued MacBook that former engineer Chang Liu had been using since leaving the company.
Initial forensic ***** ysis of the laptop found that Liu and colleagues at OpenAI "were well aware" of his continued unauthorized access to Apple's third-party cloud storage providers. The filing alleges Liu also "sent instructions for destroying evidence to an OpenAI colleague who confirmed she would comply."

#filing #alleges
ore867crash
11 hours ago
Sunnyvale, California-based Intuitive Surgical, Inc. (ISRG) develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care. Valued at $133.1 billion by market cap, the company offers endoscopes, endoscopic retractors and disectors, scissors, scalpels, forceps, needle holders, electrocautery, ultrasonic cutters, and accessories during surgical procedures.
Companies worth $10 billion or more are generally described as "large-cap stocks," and ISRG definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the medical instruments & supplies industry. Intuitive Surgical excels in robotic-assisted surgery with its gold-standard da Vinci system, backed by strong brand reputation, continuous R&D investment, and comprehensive surgeon training, driving user proficiency and patient outcomes.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#intuitive #dear
3vltcl64
12 hours ago
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for "First Eagle Global Fund". The letter can be downloaded here. Easing tensions in the Middle East led to a strong rally in risk markets in Q2. The S&P 500 Index rose 15.2%, while the MSCI EAFE Index gained 10.8%. Growth stocks outperformed, with the MSCI World Growth Index significantly exceeding value returns. A notable shift in U.S. interest rate expectations followed Kevin Warsh's appointment as chair of the Federal Open Market Committee, pushing Treasury yields higher and strengthening the dollar. Despite the optimistic market environment, concerns about fiscal constraints and limited policy flexibility remain. Tighter credit spreads and elevated equity valuations reflect strong demand for financial ****** ets, with household wealth in equities at a post-WWII high. Earnings expectations are buoyant, driven by AI infrastructure developments. Against this backdrop, Global Fund A Shares returned 2.86% in Q2 2026, with emerging markets and developed Europe as the primary contributors. Developed Asia (excluding ****** an) was the only detractor, and ****** an lagged. Information technology and financials led among equity sectors, while materials and energy detracted. The fund underperformed relative to the MSCI World Index during this period. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, First Eagle Global Fund highlighted Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a US-based broadband connectivity company. On August 31, 2026, Charter Communications, Inc. (NASDAQ:CHTR) closed at $152.44 per share. The one-month return of Charter Communications, Inc. (NASDAQ:CHTR) was -4.10%, and its shares lost -44.49% over the past 52 weeks. Charter Communications, Inc. (NASDAQ:CHTR) has a market capitalization of $26.69 billion.
First Eagle Global Fund stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its Q2 2026 investor letter:
"The leading detractors in the quarter were gold bullion, Charter Communications, Inc. (NASDAQ:CHTR), HCA Healthcare Inc., Exxon Mobil Corporation and Salesforce.com, Inc. Charter Communications is the second-largest broadband commu nications service company in the US, providing cable broadcasting, internet, voice and mass-media services. Cable providers in general remain under competitive pressure from mobile operators, which are scaling up entry-level fixed wireless service. We continue to view Charter as a high-quality business with difficult-to-replicate ****** ets that generate steady cash flows and returns cash to shareholders."

#charter #global #msci
dashna
1 day ago
A laptop arrived late. What was on it made things worse. And now Apple is asking a federal court to move faster, arguing that evidence in its lawsuit against OpenAI is being actively destroyed.
Apple filed a new brief on Aug. 31, escalating its legal battle against the ChatGPT maker. The filing accuses OpenAI of withholding key evidence and alleges that a former Apple engineer sent instructions to an OpenAI colleague to destroy documents. The colleague confirmed she would comply, Bloomberg reported.
The brief was filed Monday, Aug. 31, in support of Apple's motion for expedited pretrial fact-finding in its trade secrets lawsuit against OpenAI.
Apple's lawyers said OpenAI only recently provided a critical piece of evidence: an Apple-issued MacBook that former engineer Chang Liu had been using since leaving the company.
Initial forensic ****** ysis of the laptop found that Liu and colleagues at OpenAI "were well aware" of his continued unauthorized access to Apple's third-party cloud storage providers. The filing alleges Liu also "sent instructions for destroying evidence to an OpenAI colleague who confirmed she would comply."

#Apple #laptop #lawsuit #alleges
9lowLywh0rl
2 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: If you want to earn valuable travel rewards on your everyday business expenses, look no further than the Amex Blue Business Plus. It has a no-hassle rewards rate that works for any eligible purchase (so no confusing bonus categories to worry about), plus you can use an intro APR offer on purchases as a new cardmember.
Read our full Amex Blue Business Plus review
Why we like it: The American Express Business Gold card offers a mix of everyday rewards and valuable benefits that can help reduce costs for your business long-term. Top 4x rewards apply to the first $150,000 you spend annually in the two eligible categories where you spend most each month. Eligible categories include advertising purchases from U.S. media providers in select media, U.S. purchases from electronic goods retailers and software and cloud system providers, U.S. restaurants, U.S. gas stations, transit, and monthly wireless phone service charges from U.S. providers.
In addition to rewards, annual credits toward eligible business purchases and an auto-renewing Walmart+ membership can go a long way toward helping offset the annual fee (see rates & fees). Plus, you can score a huge welcome bonus as a new cardholder.

#rewards
ILd3sImg0E2LNZs
2 days ago
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for "First Eagle Global Fund". The letter can be downloaded here. Easing tensions in the Middle East led to a strong rally in risk markets in Q2. The S&P 500 Index rose 15.2%, while the MSCI EAFE Index gained 10.8%. Growth stocks outperformed, with the MSCI World Growth Index significantly exceeding value returns. A notable shift in U.S. interest rate expectations followed Kevin Warsh's appointment as chair of the Federal Open Market Committee, pushing Treasury yields higher and strengthening the dollar. Despite the optimistic market environment, concerns about fiscal constraints and limited policy flexibility remain. Tighter credit spreads and elevated equity valuations reflect strong demand for financial ******* ets, with household wealth in equities at a post-WWII high. Earnings expectations are buoyant, driven by AI infrastructure developments. Against this backdrop, Global Fund A Shares returned 2.86% in Q2 2026, with emerging markets and developed Europe as the primary contributors. Developed Asia (excluding ******* an) was the only detractor, and ******* an lagged. Information technology and financials led among equity sectors, while materials and energy detracted. The fund underperformed relative to the MSCI World Index during this period. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, First Eagle Global Fund highlighted Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a US-based broadband connectivity company. On August 31, 2026, Charter Communications, Inc. (NASDAQ:CHTR) closed at $152.44 per share. The one-month return of Charter Communications, Inc. (NASDAQ:CHTR) was -4.10%, and its shares lost -44.49% over the past 52 weeks. Charter Communications, Inc. (NASDAQ:CHTR) has a market capitalization of $26.69 billion.
First Eagle Global Fund stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its Q2 2026 investor letter:
"The leading detractors in the quarter were gold bullion, Charter Communications, Inc. (NASDAQ:CHTR), HCA Healthcare Inc., Exxon Mobil Corporation and Salesforce.com, Inc. Charter Communications is the second-largest broadband commu nications service company in the US, providing cable broadcasting, internet, voice and mass-media services. Cable providers in general remain under competitive pressure from mobile operators, which are scaling up entry-level fixed wireless service. We continue to view Charter as a high-quality business with difficult-to-replicate ******* ets that generate steady cash flows and returns cash to shareholders."

#NASDAQ #global #index #msci
qkwnlxedfccnhmmu
2 days ago
Nvidia Corp. (NASDAQ:NVDA) just posted a quarter that would make any other chipmaker blush. On its August 26 earnings call, the company reported $96.2 billion in revenue, more than double what it made a year earlier, and said AI demand has crossed into something it calls an inflection point. But buried inside the good news sat two admissions that matter just as much: memory costs are rising faster than expected, and Nvidia is now underwriting some of its own customers' growth. Both cut against the simple growth story.
Data center revenue reached $89 billion, up 117% year over year, and the ACIE segment, which covers AI labs, cloud providers, industrial and enterprise customers outside the big hyperscalers, grew 138% year over year to $40.0 billion. Management said that segment now represents roughly half of Nvidia's data center business, a sign that governments and specialized cloud operators are becoming nearly as important as Amazon or Microsoft. Sovereign AI revenue, sold mostly through regional NeoCloud partners, grew 35% sequentially and more than tripled from a year ago, and those partners are expected to exit the year with 8 gigawatts of installed capacity, up from roughly 3 gigawatts at the end of 2025.
The bigger shift is how much of each data center dollar Nvidia now keeps for itself. Management said the revenue potential per gigawatt of capacity has climbed from $18 billion in the Hopper generation to $40 billion with the upcoming Vera Rubin platform, as Nvidia sells the CPUs, networking gear and software around its chips rather than just the chips themselves. Networking revenue hit a record, up 18% sequentially, with Spectrum-X Ethernet sales growing 2.6 times year over year. Amazon deepened its own commitment too, agreeing to deploy an additional 2 million Nvidia GPUs through the second quarter of fiscal 2029 alongside new Vera CPUs, while adopting Nvidia's Omniverse and robotics software for its warehouse fleet.
None of this looks like a company running out of runway. Nvidia returned $26 billion to shareholders in the quarter, split between $20 billion in buybacks and $6 billion in dividends, with about $99 billion still left on its repurchase authorization. Global venture funding into AI topped $400 billion in the first half of 2026 alone, with roughly 70% of that money earmarked for compute, which happens to be exactly what Nvidia sells.
Growth this fast is not free. Gross margin held at 75% this quarter, but CFO Colette Kress told investors it will bottom out at 71% to 72% in the fourth quarter as memory component costs spike, and that the size of those price increases has already exceeded the company's own expectations and is set to climb further into next year. Operating expenses are rising too, up 11% sequentially to $8.2 billion, with guidance near $9 billion for the next quarter, and inventory swelled to $31.6 billion as Nvidia stocks up ahead of the Vera Rubin launch.

#vera
mucowe_du_h
4 days ago
California's "monumental problem" with rampant fraud is about to get significantly worse, according to Republican state ******* emblyman Carl DeMaio, after Gov. Gavin Newsom signed a bill that he warns will crack down on people investigating scammers.
Officially ******* led "Privacy for immigration support services providers," the new law creates privacy protections for immigration support service providers, employees and volunteers, including shielding their addresses and imposing penalties on those who publish their images on social media. DeMaio told Fox News Digital the bill amounts to criminalizing investigative journalism and works to "silence citizen journalists and shield taxpayer-funded organizations from public scrutiny."
"What does the Stop Nick Shirley Act do? It basically makes it illegal for a citizen journalist to document fraud of taxpayer money and post that on the internet in the form of an internet video," he said.
Newsom signed the bill into law last week, and it is set to take effect Oct. 1. DeMaio told Fox News Digital that he and a "coalition of civil liberty protectors" are prepared to file a lawsuit challenging the law.
Dems Ripped For 'Stop Nick Shirley Act' That Could 'Shield' Fraud And Abuse In California

#newsom #digital #nick #shirley
vcTlD
5 days ago
As the stock market rebounds, it's important to watch the stocks that are holding up and are most loved by equity **** ysts. They may end up becoming the next big opportunities.
Amazon.com (AMZN), Alphabet (GOOGL) and Eli Lilly (LLY) are three of the seven best stocks where investors can find magnificent profit growth prospects. Investors should be seeking new buy opportunities after the S&P 500 climbed to new highs.
Amphenol (APH) is forming a cup-with-handle base with a 176.33 buy point, according to IBD MarketSurge pattern recognition. The stock, however, is below its 50-day moving average. A 2-for-1 stock split is set to go into effect Sept. 2.
Shares gapped up July 29 after Q2 sales and earnings breezed past expectations on solid growth in the IT datacom market.
The company is one of the world's largest providers of fiber-optic and high-speed connectors, including cables and connectors for data centers. Data centers have become an important market for Amphenol as hyperscalers continue the aggressive expansion of AI infrastructure.

#amphenol #important #stocks
glide8884
5 days ago
Police have issued a warning about a scam where organised crime groups offer fake heavily discounted deals from retail providers on social media.
Derbyshire Police's cyber crime team told the BBC there have been 30 instances in the county this year of people handing over money to what they thought were supermarkets, electronic and catalogue retailers.
Officers said it was a "new tactic" from scammers to obtain bank details by offering deals ranging from 40% to 70% off items and services.
PC Colin Smith, who is leading the force's Operation Chipper, said: "The classic sign is if it's too good to be true, it generally is."
The scam works by people paying what they think is a legitimate retailer offering heavy discounts.

#crime #smith
qkwnlxedfccnhmmu
5 days ago
September Nymex natural gas (NGU26) on Thursday closed up +0.065 (+2.29%).
Nat-gas prices climbed to a 1-month high on Thursday and settled sharply higher on forecasts for hotter US weather, potentially boosting nat-gas demand from electricity providers to power increased air-conditioning use. Record high temperatures are expected across the Southwest through this weekend, and the Commodity Weather Group said on Thursday that above-average temperatures are expected across nearly the entire US from September 1-10.
Ag Market Surge: What's Driving the Buying in Corn, Wheat, and Soybeans to Multi-Year Highs?
Crude Oil Prices Slip on Hopes Strait of Hormuz to Reopen
Nat-Gas Prices Jump on Hot US Temps and Expectations of a Smaller Storage Build

#high #temperatures #across
ssrpznirqqx
6 days ago
Technology company Oracle (NYSE: ORCL) builds the core underlying enterprise technology, including software, cloud, and hardware, that large corporations, banks, healthcare providers, and governments use to run their daily operations.
As Oracle expands its cloud and artificial intelligence (AI) infrastructure, Bloom Energy (NYSE: BE) has emerged as its single largest specialized power partner, securing a massive deal in April to supply up to 2.8 gigawatts (GW) of on-site fuel cell electricity.
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 »
Because public electrical grids take years to approve and connect massive industrial loads, Oracle relies on a mix of traditional utility grids, clean energy developers, and fast-deploying, on-site solutions, but Bloom is the largest part of that mix, especially because its fuel cells can generate electricity with minimal emissions.
Under a master services agreement, Oracle contracted for an initial 1.2 GW of solid oxide fuel cell capacity, which scaled up to 2.8 GW. Because Bloom's natural gas-fueled power servers can be installed directly on-site in as little as 55 to 90 days, they allow Oracle to bypass standard grid queue bottlenecks.

#NVIDIA #signal #fuel
gsnea
6 days ago
September Nymex natural gas (NGU26) on Wednesday closed up +0.072 (+2.60%).
Nat-gas prices rallied to a 1-month high on Wednesday and settled sharply higher. Forecasts for hot US weather that will boost nat-gas demand from electricity providers to power increased air-conditioning use pushed prices higher on Wednesday. The Commodity Weather Group said on Wednesday that forecasts shifted to hotter, with well-above-average temperatures expected across the eastern two-thirds of the US from August 31 through September 4.
NuScale Power Short Seller Profits Send Stark Warning to Investors
Crude Oil Prices Sharply Lower as Middle East Hostilities Subside
Will this Watson Wednesday be Driven by Wheat or Whisky?

#prices #power #nymex
vvululrakpacil42
6 days ago
Some of NVIDIA Corporation (NASDAQ:NVDA)'s largest customers have been told that prices of servers ‌containing its AI chips will rise by more than 15%, according to a Bloomberg News report from August 22. The increases will go into effect on systems ⁠shipped early next year and will include those with the flagship Vera Rubin and Grace Blackwell chips, the report said.
While Nvidia hasn't yet confirmed the news, the hikes tied to soaring memory costs will depend on the chip generation and memory configurations. The report added that server manufacturers supplying Microsoft, Oracle, and Google have already begun notifying customers. The news lands just days ahead of the chipmaker's earnings release on August 26.
NVIDIA Corporation (NASDAQ:NVDA)'s core manufacturing costs aren't driving these price hikes. Rather, it's a broader industry-wide memory shortage. Due to the AI infrastructure boom, memory manufacturers such as Samsung Electronics and SK Hynix have gained outsized pricing power, allowing them to pass down these costs downstream and forcing hardware providers such as Nvidia to hike server prices.
Nvidia has already raised prices on GEForce graphics cards earlier in the month. As per a Bloomberg report, this pressure has now reached the top of the Nvidia stack, with the 15% rise on systems selling for millions of dollars each adding hundreds of thousands of dollars per rack across deployments.
The bullish interpretation for Nvidia's price hikes is pretty straightforward. The chipmaker may have enough ability to pass on its costs to customers while accelerator supply remains tight, demonstrating a sign of pricing power. If Nvidia's margins stay steady even after it enforces the hikes, and hyperscalers continue ordering at planned volumes, the costs are likely being absorbed by customers rather than Nvidia itself.

#hikes #nvda
mix_0157
7 days ago
NVDA's ACIE segment, which covers enterprise, neocloud, and sovereign buyers, hit $40 billion with 138% year-over-year growth, outpacing hyperscaler revenue's 13% sequential gain.
Sovereign AI revenue more than tripled year over year, with neocloud partners targeting eight gigawatts of installed NVIDIA capacity by year-end.
NVIDIA carries $108.5 billion in guarantee obligations for neocloud partners, and days sales outstanding jumped from 45 to 60 days, signaling elevated financing risk.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
NVIDIA (NASDAQ:NVDA) delivered $89.023 billion of Data Center revenue in its most recent fiscal second quarter, but the customer mix beneath that number may matter more than the record itself. Direct hyperscaler sales totaled $49 billion, up 13% sequentially. ACIE, covering AI cloud providers, industrial customers, enterprises and sovereign buyers, reached $40 billion after 25% sequential growth and 138% year-over-year growth. Management expects ACIE to drive most of next quarter's Data Center growth before hyperscale reaccelerates as Vera Rubin supply improves. That is a striking rebalancing for a company long described as dependent on a handful of technology giants.

#year #sovereign #center
f83d39ivhva70k
7 days ago
CoreWeave scaled data center capacity from 70 MW to 1.5 GW by mid-2026, backed by a $104 billion contracted revenue backlog confirming real, multi-year demand.
Despite genuine growth, $35 billion in debt and $640 million in quarterly interest keep CoreWeave cash flow negative and GAAP results in the red.
Peers Nebius and IREN offer similar AI infrastructure exposure with far lower debt loads and greater reliance on customer prepayments than CoreWeave carries.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and CoreWeave, Inc. Class A Common Stock didn't make the cut. Grab the names FREE today.
The AI infrastructure buildout continues to reshape capital markets in 2026, with specialized providers racing to deliver the power and GPUs that large language models demand. Investors have piled into the sector on the promise of multi-year contracts and soaring utilization. Yet not every high-growth name deserves a place in a retail portfolio.

#multi
xidutidijiguro
7 days ago
With a market cap of $26.9 billion, Quest Diagnostics Incorporated (DGX) is a leading provider of diagnostic testing services in the United States and internationally. The company delivers a wide range of routine and advanced diagnostic information services through its brands and network of laboratories, serving healthcare providers, insurers, employers, and government institutions.
Shares of the Secaucus, New Jersey-based company have outperformed the broader market over the past 52 weeks. DGX stock has returned 36.3% over this time frame, while the broader S&P 500 Index ($SPX) has gained 19.1%. Moreover, the stock has soared 40.4% on a YTD basis, compared to SPX's 12% increase.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
IBM Just Hit a New Quantum Computing Milestone. How to Play IBM Stock Now.

#quantum #computing #market #quest
cdkqpfrgbtpma
8 days ago
Prussia, Pennsylvania-based Universal Health Services, Inc. (UHS) is one of the largest hospital and healthcare service providers in the U.S. and the U.K. With a market cap of $10.4 billion, the company operates through two core businesses: Acute Care Services and Behavioral Health Services. Its broad network includes hospitals, emergency departments, behavioral health facilities, outpatient centers, physician services, and health insurance offerings
Shares of this health care giant have notably struggled to keep up with the broader market over the past year. UHS has declined 5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 18.3%. The disconnect has become even starker in 2026, with UHS down 19.1% year to date while the broader benchmark has advanced 11.8%.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
Stocks Set to Open Lower as Chipmakers Get Hit, Nvidia Earnings and Warsh's Jackson Hole Speech Awaited

#broader #market #year
socket0933
8 days ago
Bluefin has partnered with Visa to introduce a new card-present payment acceptance offering that integrates Bluefin's PCI-validated point-to-point encryption (P2PE) solution with Visa Acceptance Solutions.
Bluefin said the goal is to provide a "unified approach" to secure in-person payment acceptance for merchants, software providers and enterprise organisations.
It positioned the offering as a single deployment that brings together payment acceptance, security and device operations.
According to the announcement, the collaboration combines payment acceptance, PCI-validated security, tokenisation, device lifecycle management and enterprise payment infrastructure into one solution.
Bluefin is contributing its PCI-validated P2PE solution, secure decryption services, a certified payment application, terminal integration and P2PE Manager. Visa Acceptance Solutions will provide payment processing, tokenisation and global payment services.

#acceptance #offering #point
h1rdlybOld
8 days ago
More than half a year after the U.S. captured and extracted Nicolas Maduro from Venezuela, the biggest American oil firms haven't returned to operating oilfields in the world's largest oil reserves holder.
Chevron, which has operated in Venezuela throughout Maduro's reign, is extracting and exporting oil to the U.S., but neither ExxonMobil nor ConocoPhillips have returned as negotiations led by Venezuela's state oil firm PDVSA are not progressing as fast as the U.S. Administration probably thought in January when it extracted Maduro and hailed the big U.S. return to Venezuela's oil industry.
There have been some deals signed in recent months, with service providers and smaller American oil companies, which seem more willing to take the risks of operating in the country, which has yet to see a stable political and fiscal environment for large-scale operations.
Earlier this month, Venezuela signed deals with oilfield service major SLB and Hunt Oil Co. as part of efforts to boost investment in its key energy industry, the country's oil minister, Paula Henao, said.
Related: The 60 Day Peace Window Closed, and Trump's Iran Strategy May Shift Dramatically

#operating #service
xidutidijiguro
9 days ago
Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E
rdbzyddkcqqks
9 days ago
Crypto card spending hit a monthly record, with stablecoin-funded purchases climbing to $1.03 billion, or $1.04 billion in supplementary reporting based on PaymentsScan data. PaymentsScan, an on-chain ******* ytics platform that tracks card activity across dozens of issuers, reported that the figure was up 16% from June and nearly 200% from a year earlier.
More than 10 million individual purchases were logged in July alone, according to PaymentsScan data cited on X by The Kobeissi Letter. Just three years ago, PaymentsScan's tracked monthly volume was roughly $1 million. The climb from $382 million in August 2025 to more than $1 billion in July 2026 marks sustained growth in the platform's tracked data.
PaymentsScan tracks card issuers across Ethereum, Solana, Base, Tron and Polygon, spanning providers including RedotPay, KAST, Gnosis Pay, Wirex and Rain-issued cards.
A supplementary report from Bitcoin World, put July spending at $1.04 billion. The report said USDT and USDC were the dominant stablecoins used for such payments, while noting that an exact breakdown by network was not disclosed. The figures point to digital dollars as a major funding source for crypto-card purchases.
Stablecoin cards can offer near-instant settlement and access for users without a local bank account. As more regional issuers launch and stablecoins continue settling faster than multi-day card networks, PaymentsScan's tracked monthly volume has continued to rise.

#billion #july #data
xitelevu
9 days ago
Applied Digital (NASDAQ: APLD) and TeraWulf (NASDAQ: WULF) are two of the top AI stocks riding the data center wave. Both neocloud companies develop and operate facilities that serve hyperscalers, but their stock returns have been a little different this year.
TeraWulf is up by 36%, while Applied Digital has gained just 11%. Is that gap just a fluke, or is it a sign of things to come? Here's what investors should consider.
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 »
Gigawatts are the name of the game when it comes to ****** yzing neocloud and colocation providers that offer IT capacity to hyperscalers. The more gigawatts a company has, the more revenue it can make.
Applied Digital has secured 1.4 gigawatts of contracted critical IT load, which comes to roughly $36 billion in total contracted lease revenue. Most of these contracts have 15-year terms, including two deals for 300 megawatts at the company's Delta Forge 1 and Polaris Forge 3 sites.

#applied #digital #NASDAQ #terawulf
rjz196cccyx
10 days ago
When investors think about artificial intelligence (AI) stocks, the usual names that come to mind are chipmakers powering the AI boom, cloud providers building the infrastructure, and companies developing the large language models (LLMs) behind the technology. Duolingo (DUOL), the company behind the world's most popular language-learning app, is rarely part of that conversation. Yet AI could prove to be just as important to Duolingo's future as it is to the companies at the center of the AI boom. The company initially found itself caught between two competing narratives.
On one hand, investors worried that increasingly capable AI translators and conversational models could eventually make language-learning apps unnecessary. On the other, Duolingo's own push toward an "AI-first" strategy sparked backlash from users, particularly after the company began replacing human contractors with AI. But while AI has created legitimate challenges for the business, it has also become a powerful tool for expanding what Duolingo can offer. One of the clearest benefits has been course creation.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week

#boom #models
zu4bynyubd
10 days ago
Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E
69bold
10 days ago
Assets held by India's family offices are projected to grow 1.5 times over the next three years, from approximately INR700bn ($7.1bn) in 2024, according to research by Julius Baer and EY.
The report links this growth to a larger pool of wealth, more advanced investment approaches and the rising role of family offices as providers of long-term capital.
It notes that India currently has more than 19,000 ultra-high-net-worth individuals (UHNWIs), a figure projected to cross 25,000 by 2031.
Over the next decade, intergenerational wealth transfers valued at roughly $1.3tn-$1.5tn are also expected, adding to the need for stronger governance structures, succession arrangements and more institutional operating models.
Alongside the rise in **** ets, investment patterns are also changing.

#offices

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