3 days ago
On September 18, Prudential Financial (NYSE:PRU) announced it will sell every share it holds in Alexforbes, a company listed on the Johannesburg Stock Exchange. Two buyers are splitting the stake. Alexforbes will repurchase roughly 372.8 million shares itself, and ARC AF Holdings will take about 74.1 million more. The package is worth about $185 million, a small number for a company managing $1.642 trillion. But the message matters more than the money. A plan Prudential laid out in August is now turning into signed agreements.
The logic is easy to follow. Prudential wants to operate in fewer places and put its money, people and attention where it thinks it can win for years. Andy Sullivan, the chief executive, says the aim is to lean harder on ***** et management, retirement and protection, and get those units working together more closely. David Legher, who leads emerging markets, called Alexforbes a successful investment, so this reads as a planned exit rather than a retreat from a problem.
The core business is giving management room to be choosy. On August 4, Prudential reported second-quarter net income of $985 million, up from $533 million a year earlier. That happened even though a charge from the yearly ***** umption update grew to $299 million from $134 million, so the underlying engine ran strong enough to absorb a bigger hit. The company also returned $743 million to shareholders in the quarter and held $4.2 billion in highly liquid ***** ets at the parent level. That does not look like a seller in a hurry.
Start with what has not happened yet. The deals are expected to close in the first half of 2027, and they still need Alexforbes shareholders to approve the buyback, along with regulatory sign-off. Until then, $185 million is an agreed price, not cash in the bank. Prudential also said New Veld's involvement continues before completion, so the company stays tied to the ***** et for now.
Then there is the size. Set against those trillions in ***** ets, this sale will not move results either way. Its value is strategic, and strategy takes years to judge. Prudential is giving up a foothold in a partnership it called important, and its remaining businesses have their own snags. Sales in Prudential of ***** an are suspended, and management said that weighed on international results even as earnings held up.
#august #money
The logic is easy to follow. Prudential wants to operate in fewer places and put its money, people and attention where it thinks it can win for years. Andy Sullivan, the chief executive, says the aim is to lean harder on ***** et management, retirement and protection, and get those units working together more closely. David Legher, who leads emerging markets, called Alexforbes a successful investment, so this reads as a planned exit rather than a retreat from a problem.
The core business is giving management room to be choosy. On August 4, Prudential reported second-quarter net income of $985 million, up from $533 million a year earlier. That happened even though a charge from the yearly ***** umption update grew to $299 million from $134 million, so the underlying engine ran strong enough to absorb a bigger hit. The company also returned $743 million to shareholders in the quarter and held $4.2 billion in highly liquid ***** ets at the parent level. That does not look like a seller in a hurry.
Start with what has not happened yet. The deals are expected to close in the first half of 2027, and they still need Alexforbes shareholders to approve the buyback, along with regulatory sign-off. Until then, $185 million is an agreed price, not cash in the bank. Prudential also said New Veld's involvement continues before completion, so the company stays tied to the ***** et for now.
Then there is the size. Set against those trillions in ***** ets, this sale will not move results either way. Its value is strategic, and strategy takes years to judge. Prudential is giving up a foothold in a partnership it called important, and its remaining businesses have their own snags. Sales in Prudential of ***** an are suspended, and management said that weighed on international results even as earnings held up.
#august #money
3 days ago
Robinhood chief executive Vlad Tenev told investors that the company's prediction markets business is at the beginning of something much larger, and he put a number on it that most executives avoid saying out loud. "I think we're just at the beginning of a Prediction Markets supercycle that could drive trillions in annual volume over time," he said on Robinhood Markets' (HOOD) fourth quarter and full year 2025 earnings call on February 10.
He reported adoption below the forecast. In the same remarks, Tenev said prediction market volumes had "more than doubled yet again" in the fourth quarter, "with over 12 billion contracts traded in 2025, which is the first full year of Prediction Markets." Customers had traded more than four billion further contracts in the opening weeks of 2026. He called it "the fastest-growing business in our history, $300 million-plus run rate in its first year."
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#prediction #year #tenev
He reported adoption below the forecast. In the same remarks, Tenev said prediction market volumes had "more than doubled yet again" in the fourth quarter, "with over 12 billion contracts traded in 2025, which is the first full year of Prediction Markets." Customers had traded more than four billion further contracts in the opening weeks of 2026. He called it "the fastest-growing business in our history, $300 million-plus run rate in its first year."
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#prediction #year #tenev
4 days ago
Manju Boraiah, Senior PM and Head of Systematic Fixed Income at Allspring Global Investment, reacts to Wednesday's Fed rate decision saying fundamentally, 'we needed the hike.' He also discusses how investors can break out from frozen positions, arguing that trillions of dollars of wealth is sitting in concentrated positions that are being held back by tax bills, and offers a possible solution to move toward diversification.
#manju #systematic
#manju #systematic
5 days ago
Small modular reactors, or SMRs, are essentially miniature nuclear power plants. They can be built faster than larger conventional nuclear facilities. And while typically more expensive on a per-megawatt basis, upfront capital investment can also be much lower than that of traditional nuclear plants.
While the concept of SMRs has been around for decades, only two SMR systems have ever been commercialized -- one in Russia, the other in China. Both of those systems are relatively small in generating capacity.
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 »
A new age for SMRs, however, is upon us. The AI industry needs more power quickly to support scaling trillions of dollars in data center infrastructure. Nuclear power can provide large amounts of stable baseload power with minimal refueling needs. And while SMRs are typically higher cost on a per-megawatt basis, the speed of construction of these smaller nuclear systems is highly attractive in today's environment.
The European Investment Bank -- the lending arm of the European Union -- is recognizing the potential of SMRs. On Sept. 4, the group announced a €40 million loan to Steady Energy, an SMR developer based in Finland. According to Reuters, "The loan is the first in a pipeline of SMR investments the EIB has planned."
#smrs #power #small
While the concept of SMRs has been around for decades, only two SMR systems have ever been commercialized -- one in Russia, the other in China. Both of those systems are relatively small in generating capacity.
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 »
A new age for SMRs, however, is upon us. The AI industry needs more power quickly to support scaling trillions of dollars in data center infrastructure. Nuclear power can provide large amounts of stable baseload power with minimal refueling needs. And while SMRs are typically higher cost on a per-megawatt basis, the speed of construction of these smaller nuclear systems is highly attractive in today's environment.
The European Investment Bank -- the lending arm of the European Union -- is recognizing the potential of SMRs. On Sept. 4, the group announced a €40 million loan to Steady Energy, an SMR developer based in Finland. According to Reuters, "The loan is the first in a pipeline of SMR investments the EIB has planned."
#smrs #power #small
11 days ago
The S&P 500 Index ($SPX) (SPY) is down -0.54% today, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.96%. E-mini S&P futures (ESU26) are down -0.50%, and September E-mini Nasdaq futures (NQU26) are down -0.93%.
Stock indexes are falling today, with the S&P 500 and Dow Jones Industrials dropping to 5-week lows. Soaring energy prices are pushing global bond yields higher today, weighing on stocks. WTI crude oil is up more than +3% today at a 3.5-month high amid fears that the US-Iran war will persist, increasing inflation risks and prompting the world's central banks to keep raising interest rates. The 10-year UK Gilt yield rose to a 19-year high today of 5.34%, the 10-year German Bund yield climbed to a 15-year high of 3.49%, and the 10-year T-note yield rose to a 2.75-year high of 4.92%.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ****** e
#index
Stock indexes are falling today, with the S&P 500 and Dow Jones Industrials dropping to 5-week lows. Soaring energy prices are pushing global bond yields higher today, weighing on stocks. WTI crude oil is up more than +3% today at a 3.5-month high amid fears that the US-Iran war will persist, increasing inflation risks and prompting the world's central banks to keep raising interest rates. The 10-year UK Gilt yield rose to a 19-year high today of 5.34%, the 10-year German Bund yield climbed to a 15-year high of 3.49%, and the 10-year T-note yield rose to a 2.75-year high of 4.92%.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ****** e
#index
11 days ago
Saint Louis, Missouri-based Centene Corporation (CNC) operates as a healthcare enterprise that provides programs and services to underinsured and uninsured families and commercial organizations in the United States. The company has a market capitalization of $31.6 billion and operates through Medicaid, Medicare, Commercial, and Other segments.
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." CNC fits squarely into that category, with a market cap above this threshold that reflects its substantial size and influence in the healthcare plans industry.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ****** e
#saint
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." CNC fits squarely into that category, with a market cap above this threshold that reflects its substantial size and influence in the healthcare plans industry.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ****** e
#saint
11 days ago
Durham, North Carolina-based IQVIA Holdings Inc. (IQV) provides healthcare research services. Valued at $42.3 billion by market cap, the company offers ******* ytics, technology solutions, and clinical research services to the life sciences industry which helps them in the clinical development and commercialization of medical treatments that improve healthcare outcomes for patients.
Companies worth $10 billion or more are generally described as "large-cap stocks," and IQV perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the diagnostics & research industry. With strong revenue growth and a global presence in over 100 countries, IQVIA's expertise and scale provide a competitive edge that is hard to replicate.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#Research #Stock #healthcare
Companies worth $10 billion or more are generally described as "large-cap stocks," and IQV perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the diagnostics & research industry. With strong revenue growth and a global presence in over 100 countries, IQVIA's expertise and scale provide a competitive edge that is hard to replicate.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#Research #Stock #healthcare
11 days ago
With a market cap of $56.5 billion, Corteva, Inc. (CTVA) is an agriculture company, serving markets across North America, Latin America, Asia Pacific, Europe, the Middle East, and Africa. The company operates through two main segments: Seed and Crop Protection, developing advanced seed genetics, traits, and crop protection products to help improve farm productivity and resilience.
Companies worth more than $10 billion are generally labeled as "large-cap" stocks and Corteva fits this criterion perfectly. It also provides herbicides, insecticides, nitrogen stabilizers, and digital farming solutions that support farmers in optimizing crop yield and profitability.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#protection #billion #company
Companies worth more than $10 billion are generally labeled as "large-cap" stocks and Corteva fits this criterion perfectly. It also provides herbicides, insecticides, nitrogen stabilizers, and digital farming solutions that support farmers in optimizing crop yield and profitability.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#protection #billion #company
11 days ago
Farmington, Connecticut-based Otis Worldwide Corporation (OTIS) manufactures, installs, and services building systems. Valued at $26.4 billion by market cap, the company offers elevators, escalators, and other moving products.
Companies worth $10 billion or more are generally described as "large-cap stocks," and OTIS perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the specialty industrial machinery industry. OTIS is the largest global elevator and escalator supplier, known for its innovative safety features dating back to 1854. The company boasts a loyal customer base and competitive edge, with its success lying in commanding premium pricing, securing long-term service contracts, and leveraging its installed base for consistent revenue.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#tens #Stock #billion #market
Companies worth $10 billion or more are generally described as "large-cap stocks," and OTIS perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the specialty industrial machinery industry. OTIS is the largest global elevator and escalator supplier, known for its innovative safety features dating back to 1854. The company boasts a loyal customer base and competitive edge, with its success lying in commanding premium pricing, securing long-term service contracts, and leveraging its installed base for consistent revenue.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#tens #Stock #billion #market
11 days ago
Here's an indisputable fact about semiconductor sector leader Nvidia (NVDA). It has massive coattails. One comment from CEO Jensen Huang and his leadership team can push a lot of momentum and investor interest. We've seen it with his remarks about Taiwan Semiconductor Manufacturing (TSM) (calling it one of the "greatest companies in the history of humanity"), Meta Platforms (META) ("Nobody uses AI better than Meta"), and Nebius Group (NBIS) ("Nebius will take care of you").
Now the shine is on CrowdStrike Holdings (CRWD), the cybersecurity company known for its cloud-native platform for endpoint security. At CrowdStrike's recent Fal.Con 2026 conference in Las Vegas, Huang said that CrowdStrike is Nvidia's top security partner.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ***** e
#nebius
Now the shine is on CrowdStrike Holdings (CRWD), the cybersecurity company known for its cloud-native platform for endpoint security. At CrowdStrike's recent Fal.Con 2026 conference in Las Vegas, Huang said that CrowdStrike is Nvidia's top security partner.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ***** e
#nebius
11 days ago
September S&P 500 E-Mini futures (ESU26) are down -0.15%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.66% this morning as rising oil prices and bond yields weigh on investor sentiment ahead of crucial U.S. producer inflation data and earnings from debt-loaded AI hyperscaler Oracle.
Oil prices extended their advance on Thursday as escalating attacks between the U.S. and Iran risked prolonging disruptions to energy flows in the Middle East. Brent crude rose above $103 a barrel, while WTI crude climbed above $99 a barrel. A senior Iranian official said on Wednesday that Tehran has no plans to back down in the face of an American naval blockade and will intensify its strikes if the U.S. continues attacking its territory. Also, Iran's Islamic Revolutionary Guard warned on Wednesday of additional restrictions on shipping around the Strait of Hormuz. Meanwhile, U.S. President Donald Trump said the war with Iran would not end until after the November midterm elections.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ****** e
#Iran
Oil prices extended their advance on Thursday as escalating attacks between the U.S. and Iran risked prolonging disruptions to energy flows in the Middle East. Brent crude rose above $103 a barrel, while WTI crude climbed above $99 a barrel. A senior Iranian official said on Wednesday that Tehran has no plans to back down in the face of an American naval blockade and will intensify its strikes if the U.S. continues attacking its territory. Also, Iran's Islamic Revolutionary Guard warned on Wednesday of additional restrictions on shipping around the Strait of Hormuz. Meanwhile, U.S. President Donald Trump said the war with Iran would not end until after the November midterm elections.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ****** e
#Iran
11 days ago
Based in Midland, Michigan, Dow Inc. (DOW) is a global materials science leader that develops and manufactures chemicals, plastics, coatings, silicones, and other advanced materials used across industries ranging from packaging and construction to automotive, electronics, and consumer products.
Companies valued between $10 billion and $200 billion are typically classified as "large-cap stocks," and DOW, with a market capitalization of $21.4 billion, fits the label perfectly. Its key competitive advantage is its global scale, deep materials-science expertise, and broad portfolio of essential chemicals and advanced materials.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#billion #science
Companies valued between $10 billion and $200 billion are typically classified as "large-cap stocks," and DOW, with a market capitalization of $21.4 billion, fits the label perfectly. Its key competitive advantage is its global scale, deep materials-science expertise, and broad portfolio of essential chemicals and advanced materials.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#billion #science
11 days ago
Nucor Corporation (NUE) is the largest steel producer and recycler in the U.S., with operations spanning steel mills, steel products, and raw materials. Headquartered in Charlotte, North Carolina, the company produces a broad range of steel, from sheet and structural steel to joists, girders, and tubing, serving critical end markets such as construction, infrastructure, manufacturing, and energy.
With a market capitalization of $58.2 billion, NUE firmly sits in the large-cap category, reflecting its scale, industry influence, and leadership within the U.S. steel sector. Unlike traditional blast-furnace producers, Nucor primarily uses scrap-based electric arc furnaces (EAFs), giving it greater production flexibility and a comparatively lower environmental footprint.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for **** e
#steel #north
With a market capitalization of $58.2 billion, NUE firmly sits in the large-cap category, reflecting its scale, industry influence, and leadership within the U.S. steel sector. Unlike traditional blast-furnace producers, Nucor primarily uses scrap-based electric arc furnaces (EAFs), giving it greater production flexibility and a comparatively lower environmental footprint.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for **** e
#steel #north
11 days ago
IDEXX Laboratories, Inc. (IDXX) is a leading animal-health diagnostics and technology company best known for providing veterinarians with diagnostic testing, laboratory services, software, and imaging solutions. Valued at a market cap of $45.7 billion, the company develops and supplies diagnostic instruments, test kits, software, and laboratory services that help veterinarians, farmers, and laboratories detect diseases and monitor animal health.
Companies worth between $10 billion and $200 billion are typically classified as "large-cap stocks," and IDXX fits the label perfectly. The company is widely recognized as a market leader in veterinary diagnostics, supported by strong brand recognition, a large installed base of diagnostic instruments across veterinary practices, and a recurring revenue model fueled by consumables and testing services. With its solutions used by veterinary practices in more than 175 countries, the company has built a strong global presence and a broad, highly recurring customer base.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#Services #Stock #laboratories
Companies worth between $10 billion and $200 billion are typically classified as "large-cap stocks," and IDXX fits the label perfectly. The company is widely recognized as a market leader in veterinary diagnostics, supported by strong brand recognition, a large installed base of diagnostic instruments across veterinary practices, and a recurring revenue model fueled by consumables and testing services. With its solutions used by veterinary practices in more than 175 countries, the company has built a strong global presence and a broad, highly recurring customer base.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#Services #Stock #laboratories
11 days ago
Quanta Services, Inc. (PWR) is a leading specialty infrastructure contractor that designs, builds, upgrades, repairs, and maintains critical energy and communications infrastructure across the U.S., Canada, Australia, and select international markets.
With a market cap of $96.1 billion, Quanta Services fits squarely within the large-cap stock category. It is particularly well positioned to benefit from the surging demand for electricity and grid investment. Data-center expansion, AI infrastructure, manufacturing reshoring, electrification, renewable-energy buildouts, and grid modernization are all driving demand for the infrastructure Quanta provides.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#energy
With a market cap of $96.1 billion, Quanta Services fits squarely within the large-cap stock category. It is particularly well positioned to benefit from the surging demand for electricity and grid investment. Data-center expansion, AI infrastructure, manufacturing reshoring, electrification, renewable-energy buildouts, and grid modernization are all driving demand for the infrastructure Quanta provides.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#energy
11 days ago
When Cathie Wood makes a move, Wall Street tends to pay attention. Her trades have become something of a market signal, especially when they involve the high-growth themes she has consistently backed. And in September, that shopping list included a little bit of everything — ****** e, fintech, crypto and biotechnology — while ARK Investment Management trimmed several large technology and healthcare positions.
In fintech, ARK Innovation ETF (ARKK) has been steadily adding to its Robinhood Markets (HOOD) bet. On Sept. 4, the fund bought 28,589 HOOD shares worth roughly $3.5 million, just a day after the stock jumped 16.6%. ARK then returned to the checkout counter on Sept. 8, purchasing another $3.3 million worth of Robinhood's shares. The buying reflects growing optimism around Robinhood's prediction markets, banking, and crypto businesses. The additions have also pushed HOOD into ARKK's top 10 holdings, with a 4.17% portfolio weight.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ****** e
#Stock #sept #markets #worth
In fintech, ARK Innovation ETF (ARKK) has been steadily adding to its Robinhood Markets (HOOD) bet. On Sept. 4, the fund bought 28,589 HOOD shares worth roughly $3.5 million, just a day after the stock jumped 16.6%. ARK then returned to the checkout counter on Sept. 8, purchasing another $3.3 million worth of Robinhood's shares. The buying reflects growing optimism around Robinhood's prediction markets, banking, and crypto businesses. The additions have also pushed HOOD into ARKK's top 10 holdings, with a 4.17% portfolio weight.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ****** e
#Stock #sept #markets #worth
11 days ago
Dell Technologies (DELL) shares have surged more than 316% so far in 2026, fueled by robust demand for AI infrastructure, increased enterprise investment in modernizing IT systems, and continued expansion of its customer base.
The company is also benefiting from strong demand for its AI-optimized servers, and the momentum is likely sustainable in the coming quarters. At the same time, rising AI demand is also driving demand for traditional servers and networking equipment, further strengthening Dell's long-term growth prospects.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ***** e
#tens
The company is also benefiting from strong demand for its AI-optimized servers, and the momentum is likely sustainable in the coming quarters. At the same time, rising AI demand is also driving demand for traditional servers and networking equipment, further strengthening Dell's long-term growth prospects.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ***** e
#tens
11 days ago
Shopify (SHOP) stock opened higher on Wednesday after the e-commerce firm said it has acquired Tailwind Labs, the company behind the widely used Tailwind CSS. The announcement is significant for SHOP, given that Tailwind CSS is installed more than 110 million times per week and is used by prominent names like ChatGPT, Cloudflare (NET), Reddit (RDDT), and X.
That said, Shopify shares have reversed their intraday gains in recent hours and are now headed to end the Sept. 9 session down more than 5%.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#tailwind #chatgpt
That said, Shopify shares have reversed their intraday gains in recent hours and are now headed to end the Sept. 9 session down more than 5%.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e
#tailwind #chatgpt
11 days ago
The S&P 500 Index ($SPX) (SPY) closed down -0.48% on Wednesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.77%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.29%. E-mini S&P futures (ESU26) fell -0.46%, and September E-mini Nasdaq futures (NQU26) fell -0.30%.
Stock indexes retreated on Wednesday, with the Dow Jones Industrial Average falling to a 5-week low. The broader market was under pressure for a second day amid mounting inflation risks. WTI crude oil prices surged more than +3% today to a 3.25-month high amid escalating hostilities in the Middle East, heightening concerns about energy flows through the Strait of Hormuz. The surge in energy prices is boosting inflation expectations and pushing bond yields higher. The 10-year T-note yield rose to 4.85% on Wednesday, the highest in 2.75 years. The higher bond yields weighed on stocks.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for **** e
#closed #NASDAQ
Stock indexes retreated on Wednesday, with the Dow Jones Industrial Average falling to a 5-week low. The broader market was under pressure for a second day amid mounting inflation risks. WTI crude oil prices surged more than +3% today to a 3.25-month high amid escalating hostilities in the Middle East, heightening concerns about energy flows through the Strait of Hormuz. The surge in energy prices is boosting inflation expectations and pushing bond yields higher. The 10-year T-note yield rose to 4.85% on Wednesday, the highest in 2.75 years. The higher bond yields weighed on stocks.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for **** e
#closed #NASDAQ
11 days ago
Rocket Lab (RKLB) shares are in the spotlight on Wednesday after the **** e company unveiled a new high-efficiency solar cell designed specifically for **** ecraft. In its press release, RKLB said its new Inverted Metamorphic (IMM) Apex cell delivers 31.5% beginning-of-life efficiency while weighing about 40% less than conventional alternatives.
The announcement comes as Rocket Lab stock has fallen out of favor with investors, currently down about 55% versus its year-to-date high.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
Ahead of Oracle Earnings, Here's What Barchart Data Says Comes Next for ORCL Stock
#tens #investors #high
The announcement comes as Rocket Lab stock has fallen out of favor with investors, currently down about 55% versus its year-to-date high.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
Ahead of Oracle Earnings, Here's What Barchart Data Says Comes Next for ORCL Stock
#tens #investors #high
11 days ago
Nvidia (NVDA) Jensen Huang was seated next to US Commerce Secretary Howard Lutnick on a G20 stage on Sept. 2, recalling the first time the two of them met, when he put a number on what the world is about to spend. "You recognize that the infrastructure buildout is not going to be in the tens of billions, but is going to be in the tens of trillions," Huang said. "That supply chain security is going to be necessary."
The venue was the US-hosted G20 innovation ministerial in Chapel Hill, NC, and the chief executive was in a fireside conversation with the Commerce secretary. Sam Altman appeared at the same event. The exchange was carried live and the "tens of trillions" line went out the same afternoon across the wires.
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ***** e
Ahead of Oracle Earnings, Here's What Barchart Data Says Comes Next for ORCL Stock
#next #trillions
The venue was the US-hosted G20 innovation ministerial in Chapel Hill, NC, and the chief executive was in a fireside conversation with the Commerce secretary. Sam Altman appeared at the same event. The exchange was carried live and the "tens of trillions" line went out the same afternoon across the wires.
What It Means for MSFT Stock Investors as Microsoft Switches to 2 Business Segments
RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ***** e
Ahead of Oracle Earnings, Here's What Barchart Data Says Comes Next for ORCL Stock
#next #trillions
11 days ago
Oracle (ORCL) shares remain in focus ahead of the artificial intelligence (AI) infrastructure firm's Q1 results set to be published on Sept. 10 after market close. According to Barchart, consensus is for ORCL to earn $1.40 in earnings per share (EPS) for its fiscal first quarter, representing a 16.67% increase versus last year.
The earnings event arrives at a time when Oracle stock is regaining momentum, currently up about 42% versus its July low.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why **** ysts Aren't Getting More Bullish.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
#orcl #Stock #earnings #according
The earnings event arrives at a time when Oracle stock is regaining momentum, currently up about 42% versus its July low.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why **** ysts Aren't Getting More Bullish.
'Not Tens Of Billions, But Tens Of Trillions': Nvidia CEO Jensen Huang Says AI Is Like the New Electricity and the Scale Is Unlike Any Tech in History
#orcl #Stock #earnings #according
12 days ago
Artificial intelligence (AI) has created trillions of dollars' worth of value for some of America's largest organizations over the last few years, but not every company in this booming industry has been a winner. C3.ai (NYSE: AI) stock, for instance, is down 22% in 2026 (as of the market close last Friday, Sept. 4), as investors abandon ship over the company's declining revenue and steep losses.
Last September, C3.ai's founder, Thomas Siebel, stepped down from his role as CEO to focus on his health issues. Since he played a central role in the sales and customer relationship management processes, his departure led to a sharp decline in the company's revenue.
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 »
Fortunately, Siebel returned to lead C3.ai in May, and he is determined to get things back on track. Is it time for investors to start buying the stock?
Developing AI software applications from scratch can be extremely expensive, and it requires specialized technical expertise. Not every business has those resources, so they rely on service providers like C3.ai that can deliver turnkey solutions. But C3.ai's business model is changing -- it still has a portfolio of ready-made AI apps, but it's also becoming a platform provider.
#signal #every #company #Stock
Last September, C3.ai's founder, Thomas Siebel, stepped down from his role as CEO to focus on his health issues. Since he played a central role in the sales and customer relationship management processes, his departure led to a sharp decline in the company's revenue.
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 »
Fortunately, Siebel returned to lead C3.ai in May, and he is determined to get things back on track. Is it time for investors to start buying the stock?
Developing AI software applications from scratch can be extremely expensive, and it requires specialized technical expertise. Not every business has those resources, so they rely on service providers like C3.ai that can deliver turnkey solutions. But C3.ai's business model is changing -- it still has a portfolio of ready-made AI apps, but it's also becoming a platform provider.
#signal #every #company #Stock
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12 days ago
Nvidia (NASDAQ: NVDA) has been the artificial intelligence (AI) chip company leading this technology revolution so far. This is for two reasons: The company got in on the ******* e early, and its commitment to innovation has kept it in the top spot. And investors, excited about Nvidia's soaring earnings, have piled into the stock, seen as a no-brainer AI winner.
These days, however, Nvidia isn't the only chip company positioned to benefit from the AI market, one on track to reach into the trillions of dollars. In fact, another player is making significant progress, and this player is Advanced Micro Devices (NASDAQ: AMD).
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 »
Over time, AMD has become a leader in central processing units (CPUs), the chips that power computers, but in recent quarters, the company is proving its strength in AI chips too -- and investors have recognized it. So far this year, AMD stock is outperforming Nvidia. Now, my prediction is AMD stock could outrun Nvidia over the next three years -- here's the bull case.
So, first, a bit of background. As mentioned, Nvidia entered this market early and began tailoring its graphics processing units (GPUs) to suit AI about a decade ago. Over the past few years, revenue has taken a tremendous leap as sales of AI chip systems soared. For example, in the second quarter three years ago, revenue came in at $13 billion -- in the recently completed second quarter, that number reached $96 billion.
#Stock #NASDAQ
These days, however, Nvidia isn't the only chip company positioned to benefit from the AI market, one on track to reach into the trillions of dollars. In fact, another player is making significant progress, and this player is Advanced Micro Devices (NASDAQ: AMD).
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 »
Over time, AMD has become a leader in central processing units (CPUs), the chips that power computers, but in recent quarters, the company is proving its strength in AI chips too -- and investors have recognized it. So far this year, AMD stock is outperforming Nvidia. Now, my prediction is AMD stock could outrun Nvidia over the next three years -- here's the bull case.
So, first, a bit of background. As mentioned, Nvidia entered this market early and began tailoring its graphics processing units (GPUs) to suit AI about a decade ago. Over the past few years, revenue has taken a tremendous leap as sales of AI chip systems soared. For example, in the second quarter three years ago, revenue came in at $13 billion -- in the recently completed second quarter, that number reached $96 billion.
#Stock #NASDAQ
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17 days ago
Big Tech is betting trillions of dollars on artificial intelligence, with a lot of that to be spent on building the data centers that would power large language models. Stock markets are reflecting this in Big Tech stocks, but that's not the only industry riding the artificial intelligence wave. Because that wave runs on electricity and the equipment that brings it from generator to consumer.
There have been reports about a chip shortage caused by the AI rush, and higher compute prices overall resulting from AI-related demand growth in electronics. But a more serious shortage is unfolding in power equipment, as the companies pledging hundreds of billions in AI investments want everything ready yesterday if possible. Alas, it is not.
Transformers, a vital component of the grid, have been in increasingly short supply for at least two years. The shortage has been driven by the fast growth in electricity demand, mostly coming from the tech sector, and the inability to respond to that growth with equally fast grid expansion.
Related: Europe's Low Gas Stocks Set Stage for Winter LNG Battle
Transformers are used to convert the high-voltage electricity that runs from power plants to substations along transmission lines to a lower-voltage electric current that can be used by end consumers, including data centers. According to Wood Mackenzie, the shortfall in transformers this year is 15%. Yet there is also a shortage of substations, highlighting the essential nature of power equipment. Per Wood Mackenzie estimates, the substation deficit is 8%. This situation will be aggravated further by a recent executive order by President Trump that banned imports of bulk power equipment from China.
#Growth #wood #stocks
There have been reports about a chip shortage caused by the AI rush, and higher compute prices overall resulting from AI-related demand growth in electronics. But a more serious shortage is unfolding in power equipment, as the companies pledging hundreds of billions in AI investments want everything ready yesterday if possible. Alas, it is not.
Transformers, a vital component of the grid, have been in increasingly short supply for at least two years. The shortage has been driven by the fast growth in electricity demand, mostly coming from the tech sector, and the inability to respond to that growth with equally fast grid expansion.
Related: Europe's Low Gas Stocks Set Stage for Winter LNG Battle
Transformers are used to convert the high-voltage electricity that runs from power plants to substations along transmission lines to a lower-voltage electric current that can be used by end consumers, including data centers. According to Wood Mackenzie, the shortfall in transformers this year is 15%. Yet there is also a shortage of substations, highlighting the essential nature of power equipment. Per Wood Mackenzie estimates, the substation deficit is 8%. This situation will be aggravated further by a recent executive order by President Trump that banned imports of bulk power equipment from China.
#Growth #wood #stocks
20 days ago
Apple (AAPL) investors have a major leadership transition to watch as John Ternus officially takes over as CEO on Sept. 1, succeeding Tim Cook after his 15-year tenure at the helm. Cook will remain closely involved as executive chairman, helping ensure continuity, but Ternus now inherits a company valued at trillions of dollars and facing a critical test of its next phase of growth.
For Apple stock investors, the timing could hardly be more important. Ternus, a longtime hardware engineering leader who has worked at Apple since 2001, steps into the CEO role just ahead of the company's Sept. 9 product event. At the event, Apple is expected to unveil its next generation of iPhones and potentially its first foldable iPhone. At the same time, Apple is under increasing pressure to accelerate its artificial intelligence strategy and deliver the kind of breakthrough innovation that can sustain its enormous valuation. Let's dig deeper to understand Apple's fundamentals that will potentially shape the Ternus era.
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
#hour #time
For Apple stock investors, the timing could hardly be more important. Ternus, a longtime hardware engineering leader who has worked at Apple since 2001, steps into the CEO role just ahead of the company's Sept. 9 product event. At the event, Apple is expected to unveil its next generation of iPhones and potentially its first foldable iPhone. At the same time, Apple is under increasing pressure to accelerate its artificial intelligence strategy and deliver the kind of breakthrough innovation that can sustain its enormous valuation. Let's dig deeper to understand Apple's fundamentals that will potentially shape the Ternus era.
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
#hour #time
23 days ago
Elon Musk has delivered massive multibagger gains for long-term Tesla shareholders, though the stock is down by more than 20% so far this year. The question for many is whether he can do the same for ******* e Exploration Technologies (NASDAQ: SPCX) shareholders. After making its debut earlier this summer, ******* eX has become a battleground stock, with some investors thinking the $1.85 trillion market cap company will be worth trillions more in years to come, while others think it is grossly overvalued.
Which team is right? Here is what a $5,000 investment in ******* eX stock today could be worth by 2030.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The company's name might be ******* eX, but its future hinges on its massive investments in artificial intelligence (AI). Since it acquired xAI (which, it should be noted, was also controlled by Musk) early this year for $250 billion, ******* eX has embarked on a massive build-out of data centers for AI infrastructure. This will allow it to meet its own needs for the Grok chatbot and sell computing power to third parties.
Its AI revenue was $2.5 billion last quarter, up from $737 million a year earlier. Capital expenditures for ******* eX's AI segment totaled $15.8 billion in the second quarter alone, a massive amount that it hopes will translate into revenue growth in the near future. It has signed deals to supply computing power to the likes of Alphabet and Anthropi, and on the Q2 conference call, Musk said he believes ******* eX is on pace to reach $100 billion in annual recurring revenue by the end of this year. By 2030, he expects ******* eX's total revenue to reach $1 trillion.
#year #signal #Stock #down
Which team is right? Here is what a $5,000 investment in ******* eX stock today could be worth by 2030.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The company's name might be ******* eX, but its future hinges on its massive investments in artificial intelligence (AI). Since it acquired xAI (which, it should be noted, was also controlled by Musk) early this year for $250 billion, ******* eX has embarked on a massive build-out of data centers for AI infrastructure. This will allow it to meet its own needs for the Grok chatbot and sell computing power to third parties.
Its AI revenue was $2.5 billion last quarter, up from $737 million a year earlier. Capital expenditures for ******* eX's AI segment totaled $15.8 billion in the second quarter alone, a massive amount that it hopes will translate into revenue growth in the near future. It has signed deals to supply computing power to the likes of Alphabet and Anthropi, and on the Q2 conference call, Musk said he believes ******* eX is on pace to reach $100 billion in annual recurring revenue by the end of this year. By 2030, he expects ******* eX's total revenue to reach $1 trillion.
#year #signal #Stock #down
25 days ago
SK Hynix (SKHY) is back on everyone's mind as the South Korean memory giant announced plans to construct its new manufacturing facility in the Miyagi prefecture of ******* an. The possible investment reportedly runs into trillions of won, according to local ******* anese media, as SK Hynix gears itself up for the future rise in memory demand across the globe.
This timing is fascinating as the artificial intelligence infrastructure is gobbling more and more of high-performance memory and SK Hynix appears to be one of the companies to reap the benefits due to its leading position in high bandwidth memory (HBM).
Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss
SpaceX Stock Just Crashed Below Its IPO Price: Here's the Bull Case ******* ody Can Ignore
A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next.
#Stock
This timing is fascinating as the artificial intelligence infrastructure is gobbling more and more of high-performance memory and SK Hynix appears to be one of the companies to reap the benefits due to its leading position in high bandwidth memory (HBM).
Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss
SpaceX Stock Just Crashed Below Its IPO Price: Here's the Bull Case ******* ody Can Ignore
A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next.
#Stock
1 month ago
Interested in Circle Internet Group, Inc.? Here are five stocks we like better.
Circle sees USDC's long-term market opportunity reaching trillions of dollars, expanding beyond crypto trading into cross-border payments, capital markets, corporate treasury operations and AI-agent transactions. Reserve income is expected to remain a significant revenue driver while payments and infrastructure create additional monetization streams.
Arc's public mainnet is scheduled to launch on Sept. 16 as a stablecoin-native blockchain with transaction fees paid in USDC. Circle says the design could simplify blockchain use for developers and support financial, consumer and AI-agent applications.
Circle reported that EURC circulation has exceeded €400 million and said global stablecoin adoption should continue despite uncertainty over U.S. market-structure legislation. Its Circle Payments Network now has more than 175 financial-institution members.
Blueprint for a Banking Fortress: Circle Redraws the Map
#stablecoin
Circle sees USDC's long-term market opportunity reaching trillions of dollars, expanding beyond crypto trading into cross-border payments, capital markets, corporate treasury operations and AI-agent transactions. Reserve income is expected to remain a significant revenue driver while payments and infrastructure create additional monetization streams.
Arc's public mainnet is scheduled to launch on Sept. 16 as a stablecoin-native blockchain with transaction fees paid in USDC. Circle says the design could simplify blockchain use for developers and support financial, consumer and AI-agent applications.
Circle reported that EURC circulation has exceeded €400 million and said global stablecoin adoption should continue despite uncertainty over U.S. market-structure legislation. Its Circle Payments Network now has more than 175 financial-institution members.
Blueprint for a Banking Fortress: Circle Redraws the Map
#stablecoin
1 month ago
American AI companies are collectively worth trillions of dollars, and lawmakers, ***** el-winning economists, and AI executives themselves are asking whether ordinary citizens should own a piece of them.
Sam Altman, CEO of OpenAI, has been discussing a plan to give the U.S. government a 5% equity stake in his company, according to a Financial Times report from early July. Altman wants other leading AI firms to do the same, with equity flowing into a government-run fund modeled on Alaska's Permanent Fund, which invests oil wealth and distributes annual payments to residents. The talks are in early stages, and any deal would likely require an act of Congress.
The proposal comes as public opinion on AI has turned sharply negative. More than 200 economists, including 16 ***** el laureates, have warned that AI could put millions of workers out of jobs within years, not the decades that previous waves of automation required. A fund could cushion blow, if it's structured properly.
Altman first raised the idea with the Trump administration in 2025, according to CNBC, and spent the next year building his case. OpenAI published a formal proposal in April calling for a "Public Wealth Fund" that would give every citizen, including the tens of millions of Americans who don't own a single share of stock, a stake in AI-driven growth.
Each American's share of the proposed stake would be worth between $125 and $146, depending on whether OpenAI goes public at its target valuation of $1 trillion or stays at its current $852 billion. That's a fraction of what Alaska's Permanent Fund typically pays to the state's more than 600,000 residents. Even in a down year, its payouts are robust: the Permanent Fund delivered $1,000 per resident in 2025, its lowest payout in five years. Because the fund is worth more than $91 billion, having been built over five decades on continuous oil revenue and diversified investments, its dividends are consistent and high enough to mean something to each person.
#fund #altman #stake #economists
Sam Altman, CEO of OpenAI, has been discussing a plan to give the U.S. government a 5% equity stake in his company, according to a Financial Times report from early July. Altman wants other leading AI firms to do the same, with equity flowing into a government-run fund modeled on Alaska's Permanent Fund, which invests oil wealth and distributes annual payments to residents. The talks are in early stages, and any deal would likely require an act of Congress.
The proposal comes as public opinion on AI has turned sharply negative. More than 200 economists, including 16 ***** el laureates, have warned that AI could put millions of workers out of jobs within years, not the decades that previous waves of automation required. A fund could cushion blow, if it's structured properly.
Altman first raised the idea with the Trump administration in 2025, according to CNBC, and spent the next year building his case. OpenAI published a formal proposal in April calling for a "Public Wealth Fund" that would give every citizen, including the tens of millions of Americans who don't own a single share of stock, a stake in AI-driven growth.
Each American's share of the proposed stake would be worth between $125 and $146, depending on whether OpenAI goes public at its target valuation of $1 trillion or stays at its current $852 billion. That's a fraction of what Alaska's Permanent Fund typically pays to the state's more than 600,000 residents. Even in a down year, its payouts are robust: the Permanent Fund delivered $1,000 per resident in 2025, its lowest payout in five years. Because the fund is worth more than $91 billion, having been built over five decades on continuous oil revenue and diversified investments, its dividends are consistent and high enough to mean something to each person.
#fund #altman #stake #economists
