24 hours ago
There was a time when São Paulo was a model of organization and victories, both domestically and internationally.
Not for nothing, the club became known as "Sovereign."
But the current reality is very different. And sad for Tricolor fans.
Three-time winners of both the Libertadores and the Club World Cup, São Paulo now languish in 13th place in the Brasileirão with 27 points and have to settle for competing in the Copa Sudamericana.
The Paulista Tricolor, in fact, host Bolívar at MorumBIS this Tuesday (18) at 9:30 p.m. (Brasília time), needing a win to reach the quarterfinals (first leg: 1-1).
#libertadores #World
Not for nothing, the club became known as "Sovereign."
But the current reality is very different. And sad for Tricolor fans.
Three-time winners of both the Libertadores and the Club World Cup, São Paulo now languish in 13th place in the Brasileirão with 27 points and have to settle for competing in the Copa Sudamericana.
The Paulista Tricolor, in fact, host Bolívar at MorumBIS this Tuesday (18) at 9:30 p.m. (Brasília time), needing a win to reach the quarterfinals (first leg: 1-1).
#libertadores #World
7 days ago
Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake in Roblox (NYSE: RBLX).
Nvidia bears say AI infrastructure spending is running too hot and will eventually slow. That will directly impact Nvidia as its GPU sales will slow down.
Bulls say that fear misses the point. Nvidia's data center networking revenue jumped nearly 200% year over year last quarter. That shows Nvidia is capturing value beyond the GPU itself, through racks, interconnects, and software. Roughly half of data center revenue now comes from AI cloud, industrial, enterprise, and sovereign customers rather than the handful of hyperscalers everyone watches closely. Combined, Meta, Amazon, Microsoft, and Alphabet plan to spend up to $725 billion this year, up 77% year over year, and Nvidia is positioned to capture 35% to 40% of that.
The bear case is about the balance sheet, not the growth rate. Nvidia's inventories more than doubled year over year, and prepaid expenses grew over 40%, as the company locks up more supply commitments to protect delivery timelines. Three customers make up 30%, 18%, and 16% of Nvidia's accounts receivable, so any shift by a major buyer toward custom chips would hit hard. Non-marketable securities, mostly stakes in AI startups and infrastructure partners, now make up 17% of Nvidia's total ****** ets.
Cathie Wood of ARK Investment Management
#year #NVIDIA #spending #infrastructure
Nvidia bears say AI infrastructure spending is running too hot and will eventually slow. That will directly impact Nvidia as its GPU sales will slow down.
Bulls say that fear misses the point. Nvidia's data center networking revenue jumped nearly 200% year over year last quarter. That shows Nvidia is capturing value beyond the GPU itself, through racks, interconnects, and software. Roughly half of data center revenue now comes from AI cloud, industrial, enterprise, and sovereign customers rather than the handful of hyperscalers everyone watches closely. Combined, Meta, Amazon, Microsoft, and Alphabet plan to spend up to $725 billion this year, up 77% year over year, and Nvidia is positioned to capture 35% to 40% of that.
The bear case is about the balance sheet, not the growth rate. Nvidia's inventories more than doubled year over year, and prepaid expenses grew over 40%, as the company locks up more supply commitments to protect delivery timelines. Three customers make up 30%, 18%, and 16% of Nvidia's accounts receivable, so any shift by a major buyer toward custom chips would hit hard. Non-marketable securities, mostly stakes in AI startups and infrastructure partners, now make up 17% of Nvidia's total ****** ets.
Cathie Wood of ARK Investment Management
#year #NVIDIA #spending #infrastructure
7 days ago
Saudi Arabia's data center capacity is forecast to reach 1 gigawatt by 2030, making it the fastest-growing Gulf market in a sector awash in cash and FOMO. The pipeline of announced projects is larger still — PIF's HUMAIN alone is targeting more than 6 GW in the coming decade. Financing even half of that will require up to $32 billion in debt, more than the kingdom's banks are likely to be willing to ****** emble themselves, according to a report from consulting firm Alvarez & Marsal.
"Digital infrastructure is now one of the largest single sources of new project debt in our pipeline," Kurt Davis Jr., the report's author, told Semafor. The pace is being driven by vast government demand, data sovereignty legislation that is keeping caches in-country, and hyperscalers increasingly looking to lease data center ****** e rather than build in new markets. Cheap power and plentiful land further help the pitch.
Institutional money is already circling: KKR earmarked part of its massive new infrastructure fund to back more Gulf tech build-outs last week. Such bullishness comes just five months after Iranian drones struck AWS sites in the UAE and Bahrain, casting doubt at the time on the future of the sector in the region. Unlike data centers, the memories of their investors can be short.
— Kelsey Warner
#sector #pipeline
"Digital infrastructure is now one of the largest single sources of new project debt in our pipeline," Kurt Davis Jr., the report's author, told Semafor. The pace is being driven by vast government demand, data sovereignty legislation that is keeping caches in-country, and hyperscalers increasingly looking to lease data center ****** e rather than build in new markets. Cheap power and plentiful land further help the pitch.
Institutional money is already circling: KKR earmarked part of its massive new infrastructure fund to back more Gulf tech build-outs last week. Such bullishness comes just five months after Iranian drones struck AWS sites in the UAE and Bahrain, casting doubt at the time on the future of the sector in the region. Unlike data centers, the memories of their investors can be short.
— Kelsey Warner
#sector #pipeline
7 days ago
Queen Mary commissioned the lover's knot in 1913 as a replica of her grandmother Princess Augusta of Hesse-Kassel's tiara
It was passed down to Queen Elizabeth, later loaned to Princess Diana and is now a favorite of Kate Middleton
The tiara features diamonds, baroque pearls, and designer Garrard's signature Sovereign motif
The royal family has no shortage of dazzling jewels in their collection, including an array of crowns and tiaras worn by Queen Elizabeth.
Among the mix of family jewels is the Lover's Knot Tiara, which was originally commissioned by Queen Mary in the early 1900s as a replica of her grandmother Princess Augusta of Hesse-Kassel's tiara. The dazzling tiara was designed by luxury jeweler Garrard, the former Crown Jeweller. The headpiece features a combination of diamonds and baroque pearls and invokes the designer's signature Sovereign motif.
#queen #princess #hesse #sovereign
It was passed down to Queen Elizabeth, later loaned to Princess Diana and is now a favorite of Kate Middleton
The tiara features diamonds, baroque pearls, and designer Garrard's signature Sovereign motif
The royal family has no shortage of dazzling jewels in their collection, including an array of crowns and tiaras worn by Queen Elizabeth.
Among the mix of family jewels is the Lover's Knot Tiara, which was originally commissioned by Queen Mary in the early 1900s as a replica of her grandmother Princess Augusta of Hesse-Kassel's tiara. The dazzling tiara was designed by luxury jeweler Garrard, the former Crown Jeweller. The headpiece features a combination of diamonds and baroque pearls and invokes the designer's signature Sovereign motif.
#queen #princess #hesse #sovereign
9 days ago
Palantir Technologies (PLTR) is a leading American software company specializing in big data ****** ytics and artificial intelligence platforms. Founded in 2003 and headquartered in Miami, Florida, Palantir develops powerful data integration systems like Gotham, Foundry, Apollo, and its flagship AI Platform (AIP). The company serves a diverse clientele, including federal agencies, defense departments, international governments, and major commercial enterprises, helping them transform fragmented data into actionable intelligence and operational strategies.
Palantir has become synonymous with sovereign AI capabilities, empowering organizations to secure their data infrastructure while leveraging advanced machine learning for decision-making.
Billionaire Jensen Huang Says That When America Goes to War He Would Rather Not Be Asked About His Own Technology: 'I Would Really Appreciate Not Getting a Phone Call…'
SanDisk Just Unveiled the First High-Bandwidth Flash Standard. What That Means for SNDK Stock.
As the Market Crashed in 1987, Paul Tudor Jones Made $100 Million in a Single Day: 'The Most Important Rule of Trading Is to Play Great Defense, Not Great Offense'
#palantir
Palantir has become synonymous with sovereign AI capabilities, empowering organizations to secure their data infrastructure while leveraging advanced machine learning for decision-making.
Billionaire Jensen Huang Says That When America Goes to War He Would Rather Not Be Asked About His Own Technology: 'I Would Really Appreciate Not Getting a Phone Call…'
SanDisk Just Unveiled the First High-Bandwidth Flash Standard. What That Means for SNDK Stock.
As the Market Crashed in 1987, Paul Tudor Jones Made $100 Million in a Single Day: 'The Most Important Rule of Trading Is to Play Great Defense, Not Great Offense'
#palantir
12 days 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.
Madden NFL, the video game that allows you to escape reality by doing things like coaching the Jets to a Super Bowl, now belongs to Saudi Arabia's sovereign wealth fund and, in a small but well-compensated way, the President of the United States' son-in-law.
The Public Investment Fund of Saudi Arabia closed its $55 billion purchase of Electronic Arts on Tuesday alongside Silver Lake and Jared Kushner's Affinity Partners. Shareholders collected $210 a share in cash. EA's stock stopped trading and comes off the Nasdaq, ending a 36-year public run.
It's the largest leveraged buyout in history, a phrase worth sitting with, because the previous record holder was the 2007 buyout of Texas utility TXU, which ended in one of the biggest bankruptcies in American history.
The financing is where this gets video game-level fun. PIF (which already owned roughly 9.9% of EA) borrowed $20 billion from JPMorgan, which also advised the consortium, so JPMorgan earned a fee for recommending the deal and now earns interest funding it. Kushner, who reportedly brokered the introduction between the Saudis and EA, runs a fund that PIF seeded with $2 billion in 2021 over the objections of PIF's own advisers. The money left Riyadh, hired a Kushner, and came home with EA Sports FC and Jedi Survivor.
#billion #public #Stock
Madden NFL, the video game that allows you to escape reality by doing things like coaching the Jets to a Super Bowl, now belongs to Saudi Arabia's sovereign wealth fund and, in a small but well-compensated way, the President of the United States' son-in-law.
The Public Investment Fund of Saudi Arabia closed its $55 billion purchase of Electronic Arts on Tuesday alongside Silver Lake and Jared Kushner's Affinity Partners. Shareholders collected $210 a share in cash. EA's stock stopped trading and comes off the Nasdaq, ending a 36-year public run.
It's the largest leveraged buyout in history, a phrase worth sitting with, because the previous record holder was the 2007 buyout of Texas utility TXU, which ended in one of the biggest bankruptcies in American history.
The financing is where this gets video game-level fun. PIF (which already owned roughly 9.9% of EA) borrowed $20 billion from JPMorgan, which also advised the consortium, so JPMorgan earned a fee for recommending the deal and now earns interest funding it. Kushner, who reportedly brokered the introduction between the Saudis and EA, runs a fund that PIF seeded with $2 billion in 2021 over the objections of PIF's own advisers. The money left Riyadh, hired a Kushner, and came home with EA Sports FC and Jedi Survivor.
#billion #public #Stock
15 days ago
Over the last few years, the concept of winning the Triple Crown has been fading among horse racing's stakeholders.
On Monday, Churchill Downs Inc. and the New York Racing ****** ociation might have delivered its death blow.
In announcing a joint partnership for a six-race series beginning in 2027 with a $5 million bonus attached to the end of it, one entity was notably missing: The Preakness.
The six races will cover the Kentucky Derby on May 2; the Belmont Stakes on June 5; back to Churchill for the Matt Winn stakes in early July; the Jim Dandy and Travers Stakes at Saratoga in late July/August; and then a newly created race to finish the series at Churchill in September.
As for the Preakness, the second jewel of the Triple Crown? Well, it still exists, but the traditional timing of the race — two weeks after the Kentucky Derby — has become incompatible with the way modern trainers manage their thoroughbreds. Golden Tempo and Sovereignty, the last two Derby winners, both skipped the Preakness, as did Rich Strike in 2022.
#churchill #preakness #last
On Monday, Churchill Downs Inc. and the New York Racing ****** ociation might have delivered its death blow.
In announcing a joint partnership for a six-race series beginning in 2027 with a $5 million bonus attached to the end of it, one entity was notably missing: The Preakness.
The six races will cover the Kentucky Derby on May 2; the Belmont Stakes on June 5; back to Churchill for the Matt Winn stakes in early July; the Jim Dandy and Travers Stakes at Saratoga in late July/August; and then a newly created race to finish the series at Churchill in September.
As for the Preakness, the second jewel of the Triple Crown? Well, it still exists, but the traditional timing of the race — two weeks after the Kentucky Derby — has become incompatible with the way modern trainers manage their thoroughbreds. Golden Tempo and Sovereignty, the last two Derby winners, both skipped the Preakness, as did Rich Strike in 2022.
#churchill #preakness #last
16 days ago
In the latest Bitcoin news, Gelephu Mindfulness City, Bhutan's southern special administrative region, has named Toronto-based 3iQ Corp. as the first institutional manager for a portion of its Bitcoin treasury, formalizing what had been a state-level BTC accumulation strategy into an active, named-mandate arrangement.
The announcement, dated July 30, 2026, marks the first concrete step toward deployment since Bhutan announced in December 2025 that up to 10,000 Bitcoin from its national holdings would be allocated to support GMC's long-term development.
The mandate grants 3iQ discretionary management over a defined portion of GMC's Bitcoin reserves, though the press release does not disclose the specific amount of BTC, the custody arrangement, permitted strategies, or the fee structure.
That opacity is notable for a sovereign-linked reserve mandate; operational details that traders would typically expect to accompany an institutional announcement of this scale remain absent.
Discover: Crypto prediction markets, regulated and live
#institutional #arrangement #mindfulness
The announcement, dated July 30, 2026, marks the first concrete step toward deployment since Bhutan announced in December 2025 that up to 10,000 Bitcoin from its national holdings would be allocated to support GMC's long-term development.
The mandate grants 3iQ discretionary management over a defined portion of GMC's Bitcoin reserves, though the press release does not disclose the specific amount of BTC, the custody arrangement, permitted strategies, or the fee structure.
That opacity is notable for a sovereign-linked reserve mandate; operational details that traders would typically expect to accompany an institutional announcement of this scale remain absent.
Discover: Crypto prediction markets, regulated and live
#institutional #arrangement #mindfulness
21 days ago
An early focus of the inquiry was a deal TWG struck last year with Mubadala Capital, an arm of an Abu Dhabi sovereign wealth fund, according to people familiar with the matter. In April 2025 the companies announced Mubadala Capital would anchor a $10 billion syndicated investment in TWG. Prosecutors were looking into whether Mubadala Capital had been misled about valuations, said the people, who asked not to be identified discussing confidential matters. It's unclear whether prosecutors are still pursuing that line of inquiry.
This article originally appeared on Hoops Hype: An early focus of the inquiry was a deal TWG struck …
#focus
This article originally appeared on Hoops Hype: An early focus of the inquiry was a deal TWG struck …
#focus
22 days ago
SEOUL, July 27 (Reuters) - Shares of South Korean internet and cloud service giant Naver jumped more than 10% on Monday after it said Nvidia would acquire $1 billion of its new shares to finance a project to expand an AI data centre.
The move underscores a deepening partnership between the two companies, which in June announced plans to build global AI infrastructure to tap demand for sovereign AI in the Asia-Pacific region, Europe and the Middle East.
As the first step, the two firms and investment group Brookfield announced on Friday plans to expand Naver's AI data centre in South Korea with up to $10 billion in funding.
Naver said on Monday it will place 7.2 million new shares with Nvidia for 204,500 won each, or a 1% discount to its closing price on Friday, as part of the agreement. Brookfield will provide up to $9 billion in financing as the project's capital partner, Naver added.
With the investment, Nvidia would become one of the biggest shareholders of Naver, owning a 4.5% stake. The National Pension Service was the biggest shareholder of Naver with a 9.25% stake, followed by BlackRock Fund Advisors with 6.12% as of end-2025.
#billion #service
The move underscores a deepening partnership between the two companies, which in June announced plans to build global AI infrastructure to tap demand for sovereign AI in the Asia-Pacific region, Europe and the Middle East.
As the first step, the two firms and investment group Brookfield announced on Friday plans to expand Naver's AI data centre in South Korea with up to $10 billion in funding.
Naver said on Monday it will place 7.2 million new shares with Nvidia for 204,500 won each, or a 1% discount to its closing price on Friday, as part of the agreement. Brookfield will provide up to $9 billion in financing as the project's capital partner, Naver added.
With the investment, Nvidia would become one of the biggest shareholders of Naver, owning a 4.5% stake. The National Pension Service was the biggest shareholder of Naver with a 9.25% stake, followed by BlackRock Fund Advisors with 6.12% as of end-2025.
#billion #service
25 days ago
Prince Harry reportedly wants his and wife Meghan Markle's children to spend more time with their grandfather, King Charles III, following their recent reunion.
The Spare author, 41, and the 44 year-old With Love, Meghan host's kids, Prince Archie, 7, and Princess Lilibet, 5, traveled to the U.K. earlier this month and reunited with the sovereign, 77.
"Getting the kids back together with Charles is absolutely top of Harry's agenda right now, it's practically all he can talk about," the source tells Examiner. "He has his heart set on bringing them back for Christmas but he'd love to fit in a trip before then, too, if they can find a window in everyone's schedules."
James Whatling / MEGA
However, the source says while the As Ever founder is "all for him being positive and trying to rebuild things with Charles," she doesn't want it to come "at the expense of their own sanity."
#charles #back #source #harry
The Spare author, 41, and the 44 year-old With Love, Meghan host's kids, Prince Archie, 7, and Princess Lilibet, 5, traveled to the U.K. earlier this month and reunited with the sovereign, 77.
"Getting the kids back together with Charles is absolutely top of Harry's agenda right now, it's practically all he can talk about," the source tells Examiner. "He has his heart set on bringing them back for Christmas but he'd love to fit in a trip before then, too, if they can find a window in everyone's schedules."
James Whatling / MEGA
However, the source says while the As Ever founder is "all for him being positive and trying to rebuild things with Charles," she doesn't want it to come "at the expense of their own sanity."
#charles #back #source #harry
27 days ago
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.
Top 5 Upgrades:
Truist upgraded CoreWeave (CRWV) to Buy from Hold with a price target of $126, down from $131. As more enterprises move toward open models and sovereign AI, the firm believes demand for compute will only increase, benefiting CoreWeave, though shares trade at a significant discount to neoclouds despite the company's "leadership position."
Stifel upgraded DigitalOcean (DOCN) to Buy from Hold with a price target of $160, up from $135. The firm cites valuation for the upgrade with the shares down 30% from recent highs.
Wells Fargo upgraded Idacorp (IDA) to Equal Weight from Underweight with a price target of $154, up from $121. Wells' higher estimates indicate the shares are cheaper than it screens.
Wells Fargo upgraded NorthWestern Energy (NWE) to Equal Weight from Underweight with a price target of $62, up from $54. The pending merger with Black Hills (BKH) has cleared every hurdle except Montana, the firm tells investors in a research note.
#price #coreweave
Top 5 Upgrades:
Truist upgraded CoreWeave (CRWV) to Buy from Hold with a price target of $126, down from $131. As more enterprises move toward open models and sovereign AI, the firm believes demand for compute will only increase, benefiting CoreWeave, though shares trade at a significant discount to neoclouds despite the company's "leadership position."
Stifel upgraded DigitalOcean (DOCN) to Buy from Hold with a price target of $160, up from $135. The firm cites valuation for the upgrade with the shares down 30% from recent highs.
Wells Fargo upgraded Idacorp (IDA) to Equal Weight from Underweight with a price target of $154, up from $121. Wells' higher estimates indicate the shares are cheaper than it screens.
Wells Fargo upgraded NorthWestern Energy (NWE) to Equal Weight from Underweight with a price target of $62, up from $54. The pending merger with Black Hills (BKH) has cleared every hurdle except Montana, the firm tells investors in a research note.
#price #coreweave
28 days ago
VivoPower PLC (NASDAQ:VIVO, FRA:51J) announced that it has appointed Syed Muhammad Nouman as Group Finance Director.
Nouman will also serve as the company's Principal Financial Officer and Principal Accounting Officer for US Securities and Exchange Commission reporting purposes, following ratification by VivoPower's Audit Committee.
Nouman is a Fellow Chartered Accountant (FCA) with more than 17 years of global finance and accounting leadership experience. He began his career at PwC and has held senior finance roles across the oil and gas, real estate, automation engineering and hospitality sectors.
VivoPower said Nouman brings experience in audit and risk management, IFRS and US GAAP reporting, mergers and acquisitions, commercial finance, real estate investment and development, and global tax management.
The company stated that his appointment is intended to strengthen its finance and accounting function as it expands its sovereign AI data center infrastructure business and advances the planned business combination of its Tembo subsidiary toward an independent listing.
#finance #reporting
Nouman will also serve as the company's Principal Financial Officer and Principal Accounting Officer for US Securities and Exchange Commission reporting purposes, following ratification by VivoPower's Audit Committee.
Nouman is a Fellow Chartered Accountant (FCA) with more than 17 years of global finance and accounting leadership experience. He began his career at PwC and has held senior finance roles across the oil and gas, real estate, automation engineering and hospitality sectors.
VivoPower said Nouman brings experience in audit and risk management, IFRS and US GAAP reporting, mergers and acquisitions, commercial finance, real estate investment and development, and global tax management.
The company stated that his appointment is intended to strengthen its finance and accounting function as it expands its sovereign AI data center infrastructure business and advances the planned business combination of its Tembo subsidiary toward an independent listing.
#finance #reporting
28 days ago
Space Exploration Technologies (NASDAQ: SPCX) has transformed the aerospace industry by pioneering reusable rocket technology and its Starlink network of broadband internet satellites. Building on its innovations in launch services and satellite connectivity, ******* eX is now aggressively expanding into artificial intelligence (AI) infrastructure.
The company is building large-scale compute capacity to support model training and inference, aiming to become a competitive provider of sovereign, scalable AI platforms serving both commercial enterprises and the U.S. government.
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 »
SpaceX's S-1 filing underscored the demanding economics of its AI vision. Data center build-outs require enormous up-front investments in specialized hardware, power infrastructure, and supporting networks.
The AI cloud computing landscape is fiercely competitive, and dominated by established hyperscalers such as Amazon Web Services, Alphabet's Google Cloud Platform, and Microsoft Azure. Moreover, emerging neocloud providers like CoreWeave and Nebius Group add further pressure through specialized offerings and aggressive pricing. For ******* eX, meanwhile, AI remains an unproven business. In 2025, its AI segment posted an operating loss of $6.4 billion on revenue of just $3.2 billion.
#flashing #company
The company is building large-scale compute capacity to support model training and inference, aiming to become a competitive provider of sovereign, scalable AI platforms serving both commercial enterprises and the U.S. government.
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 »
SpaceX's S-1 filing underscored the demanding economics of its AI vision. Data center build-outs require enormous up-front investments in specialized hardware, power infrastructure, and supporting networks.
The AI cloud computing landscape is fiercely competitive, and dominated by established hyperscalers such as Amazon Web Services, Alphabet's Google Cloud Platform, and Microsoft Azure. Moreover, emerging neocloud providers like CoreWeave and Nebius Group add further pressure through specialized offerings and aggressive pricing. For ******* eX, meanwhile, AI remains an unproven business. In 2025, its AI segment posted an operating loss of $6.4 billion on revenue of just $3.2 billion.
#flashing #company
29 days ago
Nvidia Corporation (NVDA), the famous Silicon Valley chipmaker powering much of today's artificial intelligence (AI) infrastructure boom, has become one of Wall Street's biggest market stars. The company has reinvented itself as the gold standard for AI computing, cementing its place at the center of the global semiconductor industry.
That leadership is the exact reason Wall Street continues to view Nvidia as the chip stock to beat heading into another earnings season. Oppenheimer recently named NVDA as its top chip stock heading into second-quarter earnings, arguing that the AI infrastructure buildout remains far from over.
Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today!
Analyst Rick Schafer sees hyperscale cloud providers pouring hundreds of billions into AI data centers, while enterprise AI, sovereign AI initiatives, and next-generation cloud platforms continue to widen Nvidia's runway. The **** yst expects the company's relentless product cadence – from Blackwell to Vera Rubin – to keep extending its technological lead, with future AI revenue opportunities still not fully reflected in estimates.
Let's dig into some details to understand why Oppenheimer remains firmly in Nvidia's camp heading into the Q2 earnings season.
That leadership is the exact reason Wall Street continues to view Nvidia as the chip stock to beat heading into another earnings season. Oppenheimer recently named NVDA as its top chip stock heading into second-quarter earnings, arguing that the AI infrastructure buildout remains far from over.
Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today!
Analyst Rick Schafer sees hyperscale cloud providers pouring hundreds of billions into AI data centers, while enterprise AI, sovereign AI initiatives, and next-generation cloud platforms continue to widen Nvidia's runway. The **** yst expects the company's relentless product cadence – from Blackwell to Vera Rubin – to keep extending its technological lead, with future AI revenue opportunities still not fully reflected in estimates.
Let's dig into some details to understand why Oppenheimer remains firmly in Nvidia's camp heading into the Q2 earnings season.
1 month ago
TAIPEI, July 18 (Reuters) - The United States is "deeply concerned" by reports that Papua New Guinea has ordered the closure of Taiwan's representative office in the country, the State Department said on Friday, adding it was part of Beijing's intimidation campaign.
The Pacific has long been an area for diplomatic competition between China and Taiwan, which Beijing views as its own territory with no right to the trappings of a state. The democratically ruled island rejects China's sovereignty claims.
Papua New Guinea Foreign Minister Justin Tkatchenko said on Thursday that Taiwan's office would be closed, drawing praise from Beijing and condemnation from Taipei. Papua New Guinea, like most countries, only has formal ties with China, not Taiwan.
"We are deeply concerned by reports that the Government of Papua New Guinea has unilaterally ordered the closure of the Taipei Economic Office in Port Moresby," a State Department spokesperson said in a statement.
Taiwan is a reliable, democratic partner, and its relationships around the world provide "significant benefits" to the citizens of those countries, including Papua New Guinea, the spokesperson added.
The Pacific has long been an area for diplomatic competition between China and Taiwan, which Beijing views as its own territory with no right to the trappings of a state. The democratically ruled island rejects China's sovereignty claims.
Papua New Guinea Foreign Minister Justin Tkatchenko said on Thursday that Taiwan's office would be closed, drawing praise from Beijing and condemnation from Taipei. Papua New Guinea, like most countries, only has formal ties with China, not Taiwan.
"We are deeply concerned by reports that the Government of Papua New Guinea has unilaterally ordered the closure of the Taipei Economic Office in Port Moresby," a State Department spokesperson said in a statement.
Taiwan is a reliable, democratic partner, and its relationships around the world provide "significant benefits" to the citizens of those countries, including Papua New Guinea, the spokesperson added.
1 month ago
NVIDIA Corporation (NASDAQ:NVDA) provides GPUs and the CUDA-Q platform for quantum simulation, hybrid quantum-classical workloads and the integration of quantum processors with accelerated computing systems.. It is also one of the Best Quantum Computing Stocks to buy and Hold Forever.
Recently, on July 11, Morgan Stanley reiterated NVIDIA Corporation (NASDAQ:NVDA) as its top semiconductor pick and also maintained a Buy rating with a $288 price target. The rating and the research note came after the firm met with the company's top management.
The firm noted that from the meeting it extracted that Nvidia's growth is increasingly coming from beyond traditional AI hyperscalers. In addition, management expressed confidence that revenue growth can keep accelerating even as quarterly sales near $100 billion. Morgan Stanley said demand is diversifying across AI labs, hyperscalers, enterprise customers, neoclouds, and sovereign AI projects. That broader mix reduces the risk of Nvidia's results depending too heavily on a small group of big-spending cloud companies.
Moreover, networking and CPUs are becoming meaningful growth drivers within hyperscale customers as well. The firm also pointed to sovereign AI, industrial applications, and enterprise adoption as areas likely to grow in importance as countries and companies build out their own AI infrastructure.
NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.
Recently, on July 11, Morgan Stanley reiterated NVIDIA Corporation (NASDAQ:NVDA) as its top semiconductor pick and also maintained a Buy rating with a $288 price target. The rating and the research note came after the firm met with the company's top management.
The firm noted that from the meeting it extracted that Nvidia's growth is increasingly coming from beyond traditional AI hyperscalers. In addition, management expressed confidence that revenue growth can keep accelerating even as quarterly sales near $100 billion. Morgan Stanley said demand is diversifying across AI labs, hyperscalers, enterprise customers, neoclouds, and sovereign AI projects. That broader mix reduces the risk of Nvidia's results depending too heavily on a small group of big-spending cloud companies.
Moreover, networking and CPUs are becoming meaningful growth drivers within hyperscale customers as well. The firm also pointed to sovereign AI, industrial applications, and enterprise adoption as areas likely to grow in importance as countries and companies build out their own AI infrastructure.
NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.
1 month ago
Aside from the storied World Cup history between England and Argentina, the national teams' meetings have had political undertones since the Falklands War in 1982.
The Falklands – or "Malvinas" by their Argentine name – is an archipelago off the Atlantic coast of Argentina, but operates as a British Overseas Territory. With their sovereignty in dispute, Argentina's military junta invaded the territory in 1982.
The British sent its fleet across the Atlantic and retook the islands after a 74-day conflict resulting in 907 deaths.
Anticipating an intense crowd Wednesday in Atlanta, Argentina's security minister Alejandra Monteoliva, said enhanced measures had been discussed at a meeting in the United States. With the historic tensions Atlanta police are upping security and plan to deploy 1,600 officers around the match.
Monteoliva said Argentina fans would not be able to take any flags or banners into the stadium which claimed sovereignty over the islands.
The Falklands – or "Malvinas" by their Argentine name – is an archipelago off the Atlantic coast of Argentina, but operates as a British Overseas Territory. With their sovereignty in dispute, Argentina's military junta invaded the territory in 1982.
The British sent its fleet across the Atlantic and retook the islands after a 74-day conflict resulting in 907 deaths.
Anticipating an intense crowd Wednesday in Atlanta, Argentina's security minister Alejandra Monteoliva, said enhanced measures had been discussed at a meeting in the United States. With the historic tensions Atlanta police are upping security and plan to deploy 1,600 officers around the match.
Monteoliva said Argentina fans would not be able to take any flags or banners into the stadium which claimed sovereignty over the islands.
1 month ago
Microsoft's AI revenue hit a $37B annual run rate, up 123% YoY, even as shares fell 20% YTD; Palantir's Rule of 40 score reached 145%.
Microsoft CEO Satya Nadella argues that enterprises unknowingly leak proprietary know-how to whoever owns the AI learning infrastructure, making data sovereignty the defining enterprise AI concern.
Snowflake stock leads the trio as it's up 24% YTD, with product revenue growing 34% and net revenue retention at 126% as enterprises adopt its governed data layer.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Microsoft (NASDAQ:MSFT) CEO Satya Nadella published an X essay ***** led "The Reverse Information Paradox" that has become one of the most-discussed pieces of AI strategy writing of the year. His argument reframes what enterprises buy when adopting frontier AI and points investors toward companies that help customers keep data inside their own walls.
Microsoft CEO Satya Nadella argues that enterprises unknowingly leak proprietary know-how to whoever owns the AI learning infrastructure, making data sovereignty the defining enterprise AI concern.
Snowflake stock leads the trio as it's up 24% YTD, with product revenue growing 34% and net revenue retention at 126% as enterprises adopt its governed data layer.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Microsoft (NASDAQ:MSFT) CEO Satya Nadella published an X essay ***** led "The Reverse Information Paradox" that has become one of the most-discussed pieces of AI strategy writing of the year. His argument reframes what enterprises buy when adopting frontier AI and points investors toward companies that help customers keep data inside their own walls.
1 month ago
Argentina coach Lionel Scaloni says he is not concerned about fatigue or his team’s performance before another FIFA World Cup semifinal as they prepare to renew their rivalry with England on Wednesday.
The World Cup holders will be seeking to make it to consecutive finals by beating Thomas Tuchel’s side in a fixture that evokes 1986 and Diego Maradona, as well as the lingering sovereignty dispute over the Falkland Islands in the South Atlantic.
“We are in good shape, and we really can’t wait. This is a World Cup semifinal, and our hopes are intact. We are so grateful to these players for getting us here again,” Scaloni told reporters on the eve of the showdown in Atlanta.
Argentina, with an ageing side led by a 39-year-old Lionel Messi, have had to battle their way through the knockout rounds to get here.
Twice they were pegged back before beating Cape Verde 3-2 in extra time. Then they needed a late comeback to defeat Egypt 3-2 in Atlanta, before requiring another draining half-an-hour of extra time to sink 10-man Switzerland 3-1 last Saturday.
The World Cup holders will be seeking to make it to consecutive finals by beating Thomas Tuchel’s side in a fixture that evokes 1986 and Diego Maradona, as well as the lingering sovereignty dispute over the Falkland Islands in the South Atlantic.
“We are in good shape, and we really can’t wait. This is a World Cup semifinal, and our hopes are intact. We are so grateful to these players for getting us here again,” Scaloni told reporters on the eve of the showdown in Atlanta.
Argentina, with an ageing side led by a 39-year-old Lionel Messi, have had to battle their way through the knockout rounds to get here.
Twice they were pegged back before beating Cape Verde 3-2 in extra time. Then they needed a late comeback to defeat Egypt 3-2 in Atlanta, before requiring another draining half-an-hour of extra time to sink 10-man Switzerland 3-1 last Saturday.
1 month ago
BERLIN, July 14 (Reuters) - German Defence Minister Boris Pistorius on Tuesday urged timetable and budget discipline for a planned military satellite project valued at 10 billion euros ($11.45 billion), saying delays were unacceptable given current threats to security.
"We cannot afford delays in these times," Pistorius said during a visit to satellite maker OHB in Bremen.
Germany's armed forces are expected to award contracts for the project - dubbed SATCOMBw4 - around the end of 2026.
Designed to give the Bundeswehr sovereign ****** e-based communications capability similar to SpaceX's Starlink network, the project is expected to involve about 200 satellites, with an initial fleet of roughly 40 that could enter service from 2029.
"The Bundeswehr needs these capabilities," Pistorius said, citing requirements for early warning, reconnaissance, detection and communications in ****** e.
"We cannot afford delays in these times," Pistorius said during a visit to satellite maker OHB in Bremen.
Germany's armed forces are expected to award contracts for the project - dubbed SATCOMBw4 - around the end of 2026.
Designed to give the Bundeswehr sovereign ****** e-based communications capability similar to SpaceX's Starlink network, the project is expected to involve about 200 satellites, with an initial fleet of roughly 40 that could enter service from 2029.
"The Bundeswehr needs these capabilities," Pistorius said, citing requirements for early warning, reconnaissance, detection and communications in ****** e.
1 month ago
BEIJING, July 14 (Reuters) - China's foreign ministry on Tuesday called the European side to be cautious in its words and deeds on the South China Sea and stop endorsing the "illegal ruling" to prevent impact on China-EU ties and cooperation.
"Europe is not a party to the South China Sea issue and has no right to comment on China's legitimate territorial sovereignty and maritime rights and interests in the South China Sea," foreign ministry spokesperson Lin Jian told a daily press briefing.
The comments came after a joint statement issued on Sunday by countries including some European nations said China's expansive maritime claims in the South China Sea have no legal basis, followed by a relevant statement from the EU.
China has also summoned officials of the embassies of relevant countries in China and the EU delegation to China and lodged serious representations with them, Lin said.
(Reporting by Xiuhao Chen and Liz Lee; Editing by Christopher Cushing)
"Europe is not a party to the South China Sea issue and has no right to comment on China's legitimate territorial sovereignty and maritime rights and interests in the South China Sea," foreign ministry spokesperson Lin Jian told a daily press briefing.
The comments came after a joint statement issued on Sunday by countries including some European nations said China's expansive maritime claims in the South China Sea have no legal basis, followed by a relevant statement from the EU.
China has also summoned officials of the embassies of relevant countries in China and the EU delegation to China and lodged serious representations with them, Lin said.
(Reporting by Xiuhao Chen and Liz Lee; Editing by Christopher Cushing)
1 month ago
Planet Labs PBC (NYSE:PL) is one of the Best ***** e Technology Stocks to Buy Now. Planet Labs PBC (NYSE:PL) has declined around 12% over the past month. However, the Street remains bullish on the stock, with ***** ysts' 12-month price target suggesting more than 37% upside.
Recently, on July 1, Wedbush initiated coverage of the stock with a Buy rating and a $50 price target. The firm noted that the company is strategically placed at the intersection of two major forces. Firstly, Wedbush noted that nations are increasingly seeking sovereign access to ***** e, and secondly, AI is unlocking value from data.
The firm noted that Planet Labs scans the entire Earth daily and that no competitor can replicate this dataset. Wedbush believes the company to be an indispensable data layer that sits at the intersection of ***** e and AI. Moreover, the firm also believes the stock to be undervalued at current levels, making it an attractive buying opportunity.
Notably, management has also raised its fiscal 2027 revenue guidance to a range of $425 million to $441 million and expects to achieve positive annual free cash flow.
Planet Labs PBC (NYSE:PL) offers Pelican, SuperDove, SkySat, and Tanager satellites for daily Earth imaging, high-resolution monitoring, and hyperspectral imaging. It also provides satellite services arrangements such as manufacturing, launch procurement, ground station infrastructure, and maintenance. It serves energy, forestry, agriculture, mapping, insurance, finance, and government sectors.
Recently, on July 1, Wedbush initiated coverage of the stock with a Buy rating and a $50 price target. The firm noted that the company is strategically placed at the intersection of two major forces. Firstly, Wedbush noted that nations are increasingly seeking sovereign access to ***** e, and secondly, AI is unlocking value from data.
The firm noted that Planet Labs scans the entire Earth daily and that no competitor can replicate this dataset. Wedbush believes the company to be an indispensable data layer that sits at the intersection of ***** e and AI. Moreover, the firm also believes the stock to be undervalued at current levels, making it an attractive buying opportunity.
Notably, management has also raised its fiscal 2027 revenue guidance to a range of $425 million to $441 million and expects to achieve positive annual free cash flow.
Planet Labs PBC (NYSE:PL) offers Pelican, SuperDove, SkySat, and Tanager satellites for daily Earth imaging, high-resolution monitoring, and hyperspectral imaging. It also provides satellite services arrangements such as manufacturing, launch procurement, ground station infrastructure, and maintenance. It serves energy, forestry, agriculture, mapping, insurance, finance, and government sectors.
1 month ago
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw.
2026 hasn't been kind to AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)'s shares, as they are up by a modest 9.6% year-to-date. With the shares currently trading around the $207 mark, Bank of America discussed the firm on July 8th as it reiterated a Buy rating and a $350 share price target. NVIDIA Corporation (NASDAQ:NVDA) was in the news recently after ***** eX announced its Grok 4.5 model and revealed that it was trained on tens of thousands of NVIDIA AI chips. Throughout the year, even though rivals such as Google and Amazon have touted their custom AI chips, NVIDIA's products have remained the leaders when it comes to performance.
NVIDIA Corporation (NASDAQ:NVDA)'s own GR00T made inroads into the robotics sector recently after the firm announced a collaboration with Hugging Face to integrate its physical AI capabilities into the LeRobot open source robotics library. The partnership will allow users to consolidate human data, model fine tuning and behavior validation in a single platform.
Antipodes Global Strategy discussed NVIDIA Corporation (NASDAQ:NVDA)in its Q1 2026 investor letter:
"The opportunity in NVIDIA has been created from the market's extrapolation of near-term AI uncertainty, despite a structural demand inflection for the world's dominant AI infrastructure provider. On our estimates NVDA trades on a 2027 multiple of 13x. Management now guides at least $1 trillion in AI infrastructure demand through 2027 — double the $500bn signalled twelve months ago — and frames this as a floor with NVDA the main beneficiary underpinned by the CUDA installed base. Revenue is also diversifying beyond hyperscalers, with sovereign clouds, enterprise, and robotics growing while the SaaS-to-agentic transition represents a further enterprise IT monetisation opportunity."
2026 hasn't been kind to AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)'s shares, as they are up by a modest 9.6% year-to-date. With the shares currently trading around the $207 mark, Bank of America discussed the firm on July 8th as it reiterated a Buy rating and a $350 share price target. NVIDIA Corporation (NASDAQ:NVDA) was in the news recently after ***** eX announced its Grok 4.5 model and revealed that it was trained on tens of thousands of NVIDIA AI chips. Throughout the year, even though rivals such as Google and Amazon have touted their custom AI chips, NVIDIA's products have remained the leaders when it comes to performance.
NVIDIA Corporation (NASDAQ:NVDA)'s own GR00T made inroads into the robotics sector recently after the firm announced a collaboration with Hugging Face to integrate its physical AI capabilities into the LeRobot open source robotics library. The partnership will allow users to consolidate human data, model fine tuning and behavior validation in a single platform.
Antipodes Global Strategy discussed NVIDIA Corporation (NASDAQ:NVDA)in its Q1 2026 investor letter:
"The opportunity in NVIDIA has been created from the market's extrapolation of near-term AI uncertainty, despite a structural demand inflection for the world's dominant AI infrastructure provider. On our estimates NVDA trades on a 2027 multiple of 13x. Management now guides at least $1 trillion in AI infrastructure demand through 2027 — double the $500bn signalled twelve months ago — and frames this as a floor with NVDA the main beneficiary underpinned by the CUDA installed base. Revenue is also diversifying beyond hyperscalers, with sovereign clouds, enterprise, and robotics growing while the SaaS-to-agentic transition represents a further enterprise IT monetisation opportunity."
1 month ago
TOKYO, July 12 (Reuters) - China's expansive maritime claims in the South China Sea have no legal basis, **** an, the Philippines, the United States and 11 other countries said in a joint statement on Sunday to mark the 10th anniversary of a landmark international tribunal ruling.
The Philippines won the 2016 case at the Permanent Court of Arbitration that found China's sweeping claim of sovereignty in the South China Sea had no basis under international law, a decision that Beijing continuously rejects.
• "We reaffirm that the award rendered 10 years ago by the Arbitral Tribunal is a significant milestone and is final, legally binding and definitive between China and the Philippines," the joint statement said.
• The Philippines and China have been involved in a series of maritime confrontations in recent years.
• Manila accuses Beijing of "dangerous manoeuvres" inside its exclusive economic zone.
The Philippines won the 2016 case at the Permanent Court of Arbitration that found China's sweeping claim of sovereignty in the South China Sea had no basis under international law, a decision that Beijing continuously rejects.
• "We reaffirm that the award rendered 10 years ago by the Arbitral Tribunal is a significant milestone and is final, legally binding and definitive between China and the Philippines," the joint statement said.
• The Philippines and China have been involved in a series of maritime confrontations in recent years.
• Manila accuses Beijing of "dangerous manoeuvres" inside its exclusive economic zone.
1 month ago
Kyndryl Holdings Inc. (NYSE:KD) is one of the best up and coming tech stocks to buy now. On June 18, Kyndryl and Amazon Web Services/AWS announced an expanded strategic collaboration agreement designed to help enterprise customers move beyond AI experimentation to the deployment of agentic AI. Through increased investment in talent development and joint solution engineering, the partners aim to help organizations automate operations and modernize mission-critical workloads on AWS.
The collaboration focuses on creating industry-specific modernization blueprints that leverage agentic AI to reduce manual effort and improve operational efficiency. This initiative addresses a common challenge identified in the Kyndryl Readiness Report, where many businesses struggle to realize tangible benefits from their heavy AI investments.
Photo by Jefferson Santos on Unsplash
By combining Kyndryl Holdings Inc.'s (NYSE:KD) expertise in mission-critical IT services with AWS's cloud infrastructure, the companies plan to accelerate business transformation for global customers. The agreement also supports their collaborative efforts in Europe, specifically regarding the AWS European Sovereign Cloud, ensuring that organizations can modernize their environments while maintaining data control and system reliability.
Kyndryl Holdings Inc. (NYSE:KD) provides IT infrastructure services, including cloud migration, network management, cybersecurity, and digital workplace solutions. The company was spun off from IBM in 2021 and operates globally with a focus on modernizing legacy systems and supporting digital transformation.
The collaboration focuses on creating industry-specific modernization blueprints that leverage agentic AI to reduce manual effort and improve operational efficiency. This initiative addresses a common challenge identified in the Kyndryl Readiness Report, where many businesses struggle to realize tangible benefits from their heavy AI investments.
Photo by Jefferson Santos on Unsplash
By combining Kyndryl Holdings Inc.'s (NYSE:KD) expertise in mission-critical IT services with AWS's cloud infrastructure, the companies plan to accelerate business transformation for global customers. The agreement also supports their collaborative efforts in Europe, specifically regarding the AWS European Sovereign Cloud, ensuring that organizations can modernize their environments while maintaining data control and system reliability.
Kyndryl Holdings Inc. (NYSE:KD) provides IT infrastructure services, including cloud migration, network management, cybersecurity, and digital workplace solutions. The company was spun off from IBM in 2021 and operates globally with a focus on modernizing legacy systems and supporting digital transformation.
1 month ago
By Libby George
LONDON, July 10 (Reuters) - Shifting geopolitical alliances are pushing sovereign wealth funds to place greater emphasis on strategic national priorities — from resilient infrastructure to key domestic industries — alongside investment returns, a study released on Friday showed.
The study by Spain-based IE University found sovereign wealth funds managing more than $15 trillion are playing a growing role in funding artificial intelligence as governments increasingly treat AI and semiconductors as strategic ***** ets.
"This fragmented world has had an impact," said Javier Capapé, editor of the report and director of sovereign wealth research at IE University. "Sovereign wealth funds are more and more used by governments to deploy national strategies, develop stronger positions in the global value chains."
The study also showed a shift towards larger deals. While the number of direct investments fell 17% from the previous reporting period to 391 transactions, total spending jumped 91% to $404 billion compared with the university's 2024 report.
LONDON, July 10 (Reuters) - Shifting geopolitical alliances are pushing sovereign wealth funds to place greater emphasis on strategic national priorities — from resilient infrastructure to key domestic industries — alongside investment returns, a study released on Friday showed.
The study by Spain-based IE University found sovereign wealth funds managing more than $15 trillion are playing a growing role in funding artificial intelligence as governments increasingly treat AI and semiconductors as strategic ***** ets.
"This fragmented world has had an impact," said Javier Capapé, editor of the report and director of sovereign wealth research at IE University. "Sovereign wealth funds are more and more used by governments to deploy national strategies, develop stronger positions in the global value chains."
The study also showed a shift towards larger deals. While the number of direct investments fell 17% from the previous reporting period to 391 transactions, total spending jumped 91% to $404 billion compared with the university's 2024 report.
1 month ago
By Libby George
LONDON, July 10 (Reuters) - Shifting geopolitical alliances are pushing sovereign wealth funds to place greater emphasis on strategic national priorities — from resilient infrastructure to key domestic industries — alongside investment returns, a study released on Friday showed.
The study by Spain-based IE University found sovereign wealth funds managing more than $15 trillion are playing a growing role in funding artificial intelligence as governments increasingly treat AI and semiconductors as strategic ****** ets.
"This fragmented world has had an impact," said Javier Capapé, editor of the report and director of sovereign wealth research at IE University. "Sovereign wealth funds are more and more used by governments to deploy national strategies, develop stronger positions in the global value chains."
The study also showed a shift towards larger deals. While the number of direct investments fell 17% from the previous reporting period to 391 transactions, total spending jumped 91% to $404 billion compared with the university's 2024 report.
LONDON, July 10 (Reuters) - Shifting geopolitical alliances are pushing sovereign wealth funds to place greater emphasis on strategic national priorities — from resilient infrastructure to key domestic industries — alongside investment returns, a study released on Friday showed.
The study by Spain-based IE University found sovereign wealth funds managing more than $15 trillion are playing a growing role in funding artificial intelligence as governments increasingly treat AI and semiconductors as strategic ****** ets.
"This fragmented world has had an impact," said Javier Capapé, editor of the report and director of sovereign wealth research at IE University. "Sovereign wealth funds are more and more used by governments to deploy national strategies, develop stronger positions in the global value chains."
The study also showed a shift towards larger deals. While the number of direct investments fell 17% from the previous reporting period to 391 transactions, total spending jumped 91% to $404 billion compared with the university's 2024 report.
1 month ago
Amazon.com Inc. (NASDAQ:AMZN) is one of the top stocks to buy according to Whale Rock Capital Management. On July 1, NiCE, a leader in CX AI, announced that Amazon Web Services, Inc. (AWS), a component of Amazon.com Inc. (NASDAQ:AMZN), had selected the company as a launch partner for the AWS European Sovereign Cloud. This is a newly established independent cloud region built specifically for Europe.
Photo by Sunrise King on Unsplash
As part of the deal, NiCE will make its agentic AI-powered customer experience platform, CXone, available within this sovereign cloud environment. The goal is to allow European businesses in regulated industries to use AI-driven customer service tools while keeping their data within EU borders.
NiCE said the collaboration is particularly aimed at organizations in heavily regulated sectors such as the public sector, financial services, and healthcare. In these areas, strict rules govern how customer data can be stored, processed, and moved. NiCE added that the setup will enable businesses to deploy NiCE's AI agents, real-time copilots, workflow automation, and AI-driven **** ytics tools.
Dorothy Copeland, NiCE's Chief Partner Officer, said the company's AI is built specifically for organizations that cannot compromise on reliability, security, and compliance. She added that extending it to AWS's sovereign cloud lets Europe's most regulated organizations adopt advanced AI while meeting their sovereignty requirements.
Photo by Sunrise King on Unsplash
As part of the deal, NiCE will make its agentic AI-powered customer experience platform, CXone, available within this sovereign cloud environment. The goal is to allow European businesses in regulated industries to use AI-driven customer service tools while keeping their data within EU borders.
NiCE said the collaboration is particularly aimed at organizations in heavily regulated sectors such as the public sector, financial services, and healthcare. In these areas, strict rules govern how customer data can be stored, processed, and moved. NiCE added that the setup will enable businesses to deploy NiCE's AI agents, real-time copilots, workflow automation, and AI-driven **** ytics tools.
Dorothy Copeland, NiCE's Chief Partner Officer, said the company's AI is built specifically for organizations that cannot compromise on reliability, security, and compliance. She added that extending it to AWS's sovereign cloud lets Europe's most regulated organizations adopt advanced AI while meeting their sovereignty requirements.
1 month ago
HIVE Digital Technologies Ltd. (NASDAQ:HIVE) is one of the 8 Best Crypto Penny Stocks to Buy Now.
On June 25, 2026, HIVE Digital Technologies Ltd. (NASDAQ:HIVE) announced that it signed a non-binding letter of intent with an investment-grade, sovereign Swedish technology company for an up to 10-year lease of HIVE's 32 megawatt Boden, Sweden facility. The LOI remains subject to negotiation and execution of a definitive agreement. HIVE expects to retrofit the facility to support up to 10,000 GB300 GPUs, with single rack densities up to 150 kW, using hybrid direct-to-chip liquid cooling and air cooling. The site's 32 MW gross utility load corresponds to a critical IT load of approximately 25 MW, which the LOI contemplates for HPC colocation.
Also on June 25, HIVE Digital Technologies said HIVE Bermuda 2026, its wholly owned subsidiary, intends to offer $100M aggregate principal amount of 0% exchangeable senior notes due 2031 in a private offering to qualified institutional buyers, subject to market conditions and other factors. The issuer also expects to grant the initial purchasers an option to buy up to an additional US$15 million aggregate principal amount of notes within 13 days from and including the date the notes are first issued.
HIVE Digital Technologies Ltd. (NASDAQ:HIVE) builds and operates data centers powered by green energy in Bermuda, Paraguay, Sweden, and Canada.
While we acknowledge the potential of HIVE 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.
On June 25, 2026, HIVE Digital Technologies Ltd. (NASDAQ:HIVE) announced that it signed a non-binding letter of intent with an investment-grade, sovereign Swedish technology company for an up to 10-year lease of HIVE's 32 megawatt Boden, Sweden facility. The LOI remains subject to negotiation and execution of a definitive agreement. HIVE expects to retrofit the facility to support up to 10,000 GB300 GPUs, with single rack densities up to 150 kW, using hybrid direct-to-chip liquid cooling and air cooling. The site's 32 MW gross utility load corresponds to a critical IT load of approximately 25 MW, which the LOI contemplates for HPC colocation.
Also on June 25, HIVE Digital Technologies said HIVE Bermuda 2026, its wholly owned subsidiary, intends to offer $100M aggregate principal amount of 0% exchangeable senior notes due 2031 in a private offering to qualified institutional buyers, subject to market conditions and other factors. The issuer also expects to grant the initial purchasers an option to buy up to an additional US$15 million aggregate principal amount of notes within 13 days from and including the date the notes are first issued.
HIVE Digital Technologies Ltd. (NASDAQ:HIVE) builds and operates data centers powered by green energy in Bermuda, Paraguay, Sweden, and Canada.
While we acknowledge the potential of HIVE 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.
