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shinyvjq
1 day ago
A rush to beat Labour's death tax has triggered a boom in life insurance sales.
Unused pension savings and death benefits will be subject to inheritance tax from April next year.
The changes, announced by Rachel Reeves, the former chancellor, in her 2024 Budget, have already triggered a rush of people looking for ways to cover the steep tax bills their pensions could now leave behind.
Barry O'Dwyer, the chief executive of Royal London, Britain's biggest life and pensions mutual, said more customers were looking to take out life insurance specifically to offset the liability.
"It doesn't take that much, if you're a small-business owner and you have a pension pot built up, to be tipped over the thresholds," Mr O'Dwyer said.

#life #insurance
shinyvjq
1 day ago
American Express (NYSE: AXP) stock has sputtered this year compared with its benchmarks, sector, and major competitors. The stock is down about 6% year to date, while Visa is up 6%, and Mastercard is flat. The Dow Jones Industrial Average and S&P 500 -- two indexes that include American Express -- are each up 13% so far this year. And the financial services sector within the S&P 500 has averaged a 5% return.
But based on several factors, investors and ****** ysts may be underrating the financial services giant. Just 48% of Wall Street ****** ysts rate it a buy, compared with 93% each for Mastercard and Visa. Here's why you should consider this underrated and overlooked payments stock.
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 »
American Express stock struggled in the weeks leading up to its second-quarter earnings release as investors grew concerned about the macro environment and its impact on banks, consumer spending, rates, and credit quality. But when American Express reported Q2 earnings on July 24, the stock price rose as investors were pleasantly surprised.
Revenue increased 10% year over year to $19.6 billion but fell just short of estimates of $19.7 billion. Earnings were up 11% to $4.53 per share, beating estimates of $4.40 per share. And credit quality was strong, with provisions for credit losses and 30-day delinquency rates down year over year and net write-offs holding steady.

#express
shinyvjq
2 days ago
Diesel consumers can be excused if they are exhausted from trying to project where the prices they pay at the pump will be going after the events of the past few days and weeks.
The weekly Department of Energy/Energy Information Administration average retail diesel price that is the basis for most fuel surcharges fell Monday, published Tuesday, to $5.348/gallon, up 3.5 cts/g. It's the fourth consecutive week the benchmark has increased, up 77 cts/g during that time.
The increase came as prices are rapidly falling in the futures market on the latest news that a deal to reopen the Strait of Hormuz is imminent. That decline came after a sharp slide in the prior three trading days on that same hope, as the market quickly embraces any prospect of an end to the closure of the strait.
Price movement in the ultra low sulfur diesel (ULSD) contract on the CME commodity exchange during those three days, and into Tuesday, have been some of the most volatile since the U.S. and Israel launched their attacks on Iran at the beginning of March.
With the market latching on to any talk of some sort of settlement that would reopen the Strait of Hormuz, the price of ULSD on CME fell, respectively, 3.68%, 2.09% and 5.93% in the three trading days ending Monday.

#strait #tuesday #hormuz
shinyvjq
3 days ago
Roger Altman of Evercore (EVR) argues the S&P 500, up 10% year to date and 18% over 12 months, is shrugging off every macro headwind.
Goldman Sachs (GS) flags hyperscaler capex has consumed roughly 95% of operating cash flows, with projected AI spending reaching $2.1 trillion through 2027.
Record corporate profits of $4,427 billion in Q1 2026, up 13% year over year, powered 86% of S&P 500 companies to beat consensus estimates.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Evercore didn't make the cut. Grab the names FREE today.
Roger Altman, founder and senior chairman of Evercore (NYSE:EVR), made an appearance on CNBC on August 3 to argue that the stock market is absorbing every macro punch thrown at it.

#altman #every #Macro #sachs
shinyvjq
8 days ago
Corona, California-based Monster Beverage Corporation (MNST) engages in the development, marketing, sale, and distribution of energy drink beverages and concentrates in the United States and internationally. Valued at a market cap of $95.6 billion, the company operates through four segments: Monster Energy Drinks, Strategic Brands, Alcohol Brands, and Other.
MNST shares have rallied the broader market over the past year, surging 62.3% compared to the S&P 500 Index's ($SPX) 16.3% surge. Moreover, in 2026, the stock has grown by nearly 27.5%, outperforming the SPX's 8.5% rise.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock

#beverage
shinyvjq
9 days ago
With chip stocks extending their sell-off, investors have rotated back into safety in the Big Tech patch.
Believe it or not, that now includes Alphabet (GOOG, GOOGL), which is only a few days removed from its stock being hammered by fears of AI overspending.
Talk about a short memory.
Quick insight: Alphabet stock started Tuesday's session above the key 200-day moving average after closing above it on Monday, according to Yahoo Finance AlphaSpace data (chart below). The stock broke below the 200-day moving average for the first time in more than three years on July 23 as investors digested the company's second quarter numbers.
The 200-day moving average is one of the most widely followed technical indicators as it helps investors distinguish a stock's long-term trend from short-term market noise. A stock trading above its 200-day moving average is generally viewed as being in a long-term uptrend.

#Stock #average #short #long
shinyvjq
14 days ago
Deep Sail Capital Partners, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% net long exposure. YTD, the fund returned 16.5% net of fees. long portfolio significantly outperformed both benchmarks, while the short portfolio was mixed in the quarter. The letter states that there was a notable performance push in Q1, which was reflected in Q2, driven by both the Iran War and idiosyncratic impacts on positions in the fund. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Deep Sail Capital Partners highlighted Celestica Inc. (NYSE:CLS). Celestica Inc. (NYSE:CLS) is a leading technology and electronic manufacturing services company that offers supply chain solutions across multiple countries. On July 22, 2026, Celestica Inc. (NYSE:CLS) closed at $335.50 per share, reflecting a market capitalization of $38.57 billion. Celestica Inc. (NYSE:CLS) posted a one-month return of -7.17%, while its shares gained 104.60% over the past 52 weeks.
Deep Sail Capital Partners stated the following regarding Celestica Inc. (NYSE:CLS) in its Q2 2026 investor update:
"Celestica Inc. (NYSE:CLS) has transitioned from its legacy roots as an IBM captive manufacturer to become a design and technology integration leader within the AI and cloud infrastructure ***** e. Celestica was founded in 1994 as a subsidiary of IBM Canada. It was subsequently acquired by PE, and then IPOed in the late 1990s. The company's strategy from there was an acquisition model for the next two decades, acquiring various electronics and computer peripherals manufacturing and supply companies, highly tied to major OEMs like IBM, Avaya, and Lucent. At the beginning of the AI boom, the company found itself incredibly well positioned to provide specialized design, operational, and engineering services to large technology companies looking to build data centers or ***** ociated integrated rack systems.
The business segments of Celestica are split into two highly specialized operational segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). Within the CCS segment, the company serves enterprise AI companies and the hyperscalers, including Google, Meta, Dell, HPE, IBM, Juniper Networks, and Oracle Corporation, among others. Within the ATS segment, Celestica supports highly complex capital equipment, aerospace, and defense programs for Tier-1 customers such as Applied Materials, Honeywell, Lam Research, and Raytheon..." (Click here to read the full text)

#deep #solutions
shinyvjq
16 days ago
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#page #denied #using #automation
shinyvjq
18 days ago
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shinyvjq
19 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
When you need to make a secure payment, certified checks are a popular and trusted option. A certified check is essentially a check that's been guaranteed by the bank, which ensures there are enough funds in your account and the signature is authentic.
In other words, a certified check can be a reliable choice for large transactions or situations where the recipient needs extra ***** urance that the payment is solid.
A certified check is similar to a personal check, but more secure because the funds are guaranteed by your bank.
When you write a personal check, you indicate the amount of the payment and endorse the check with your signature. You then give the check to the intended recipient, and they can cash it in. Say, for example, you give a personal check to somebody for $1,000. While that person might feel like they're a thousand dollars richer, they won't actually have any money until the check clears and $1,000 leaves your bank account.
shinyvjq
23 days ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
You've heard of the luck of the Irish. Want to bet on the luck of the ****** et manager?
Tidal Investments and Subversive Capital have filed a prospectus with the Securities and Exchange Commission for an "event contracts" exchange-traded fund tied to the outcomes of sports games. In other words, a sports gambling ETF. The Subversive All Season Sports ETF will have exposure to 40 to 80 bets at once, attempting to generate alpha by betting on where the adviser thinks the market's odds are wrong. The filing also included a related fund, the Subversive Prediction ETF, tied to "economic, regulatory, climate and global events themes." With the Securities and Exchange Commission still weighing approval of novel funds like these, whether they will actually make it to the market is a toss-up.
"They're pretty much a pro-innovation SEC," said Eric Balchunas, senior ETF ****** yst at Bloomberg Intelligence. Still, he theorized that the SEC wants to make sure it has a consistent framework in place to approve prediction market ETFs. "I think their issue here is that if they approve one of these, they could see 500 to 1,000 filings within a month or two. It would be raining filings."
Sign up for The Daily Upside at no cost for premium ****** ysis on all your favorite stocks.
shinyvjq
26 days ago
Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 143.31%. On June 11, JPMorgan **** yst Samik Chatterjee reiterated an Overweight rating and maintained a $1,130 price target, arguing that the recent pullback in optical-networking stocks had created a buying opportunity.
Chatterjee said Lumentum shares had fallen about 15% from their early-June high as investors worried about limited summer catalysts and possible delays in co-packaged optics adoption. He pushed back on those concerns, citing supply-chain checks indicating that Nvidia's large-scale CPO rollout remained on track and may be ahead of schedule. JPMorgan also pointed to growing interest from cloud-service providers and other customers, which could broaden demand beyond Nvidia.
Co-packaged optics places optical engines close to switch chips to increase bandwidth while reducing power consumption in large AI systems. JPMorgan viewed Lumentum's valuation of roughly 25 times estimated 2028 earnings as reasonable, given projected annual earnings growth above 40%. The thesis still depends on deployment schedules, customer concentration and Lumentum's ability to convert product demand into sustained shipments and earnings growth.
Lumentum Holdings Inc. (NASDAQ:LITE) develops optical and photonic technologies for AI and cloud networking, telecommunications, industrial manufacturing and sensing, including lasers, components, modules and optical subsystems.
While we acknowledge the risk and potential of LITE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than LITE and that has 10,000% upside potential, check out our report about the cheapest AI stock.
shinyvjq
27 days ago
It might sound like the fate of a character in a fable, or a line from Alanis Morissette's famous 1990s hit "Ironic": Man pays off his house, then the roof blows off.
Instead, it's the unfortunate reality for one Florida man, who, on top of having the bad luck of seeing his house suffer severe damage from a hurricane, was also on the hook for the costs, since he had recently paid off his home and skipped on paying for homeowner's insurance.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
shinyvjq
28 days ago
August Nymex natural gas (NGQ26) on Thursday closed down -0.200 (-6.23%).
Nat-gas prices tumbled to a 1.5-month low on Thursday and settled sharply lower. Above-average weekly US nat-gas storage levels undercut prices. The EIA reported on Thursday that weekly EIA nat-gas inventories rose by +61 bcf for the week ended July 3, above the five-year average for the week at +51 bcf.
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shinyvjq
29 days ago
A debit-card network is not usually the kind of ****** et that gets Wall Street excited. That may be changing.
Major U.S. banks have been exploring whether to buy a debit-card payments network owned by Fiserv (FISV), Reuters reported, citing a source familiar with the matter. The Wall Street Journal first reported the talks.
Fiserv shares rose after the report. The stock was recently trading at $52.88, up 2.1%, around midday July 7, according to Yahoo Finance. Shares opened at $54.03 and traded between $52.70 and $55.36 during the session.
The question is whether one of Fiserv's less-visible payments ****** ets could be worth more to banks than the market has given the company credit for.
The reported talks are focused on Fiserv's debit-card payments infrastructure business. Reuters reported that the banks involved in discussions have included JPMorgan Chase, Bank of America, Wells Fargo, and PNC Financial Services Group.
shinyvjq
29 days ago
When things go wrong for owner operators and small carriers, the right insurance is a financial foundation that can help keep a business solvent. In today's freight environment, equipment, insurance and loss costs have increased, creating challenges for truckers.
According to the American Trucking Research Institute (ATRI), insurance premiums rose 3% in 2024 to a record 10.2 cents per mile. Early 2025 data shows that trend accelerating, with carriers reporting a 5.8% year-over-year increase in Q1 2025.
Contributing to those premiums is the average cost of an accident, which has increased due, in part, to a rise in repair costs, medical costs, and litigation.
In that environment, the wrong insurance coverage structure can put a business under. The right coverage structure, tailored to how a carrier actually operates, can be the difference between recovering from a bad day and closing the doors.
Progressive Commercial, the nation's No. 1 truck insurer from S&P Global Market Intelligence 2025 national written premium data, and with more than 50 years of experience in the ***** e, has built its products around the principle of matching coverage to the specific risk profile of each customer, rather than selling one-size-fits-all policies.
shinyvjq
1 month ago
AI has pushed Texas Instruments (TXN) stock to near all-time highs, with shares surging roughly 70% year to date.
TI makes none of the AI compute chips everyone talks about, like Nvidia's (NVDA ) GPUs and Broadcom's (AVGO) custom chips. Instead, it builds **** og and embedded processing chips: power management ICs, voltage regulators, and amplifiers, the unglamorous components that keep electronics running. For decades, this made TI a steady, cyclical industrial semiconductor company, the kind of name that moved with factory orders and auto production.
That's changing. TI's chips sit inside every AI server, regulating and distributing the enormous amounts of power modern GPUs consume. The market has taken notice, rewarding the stock with a forward earnings multiple of roughly 39x, rich for a company historically viewed as a slow-growth cyclical.
An Upcycle, Not A Peak
TI's largest end market, industrial, is still recovering. Industrial revenue grew more than 30% year over year last quarter, marking eight straight quarters of sequential growth, yet the segment remains roughly 15% below its prior peak. That gap matters. A recovering cycle with room left to run supports a higher multiple than a business already at the top of its cycle. Earnings should continue to improve as the recovery unfolds. Management guided second-quarter revenue to $5.0 billion to $5.4 billion, well above **** yst estimates, with growth expected across both industrial and data center markets.
shinyvjq
1 month ago
Warren Buffett's favorite market valuation measure is at a record high, suggesting that the stock market is exceedingly expensive. Specifically, the total market capitalization of the U.S. stock market is now 136% greater than the nation's gross domestic product, or GDP. That's roughly 70% above the long-term norm.
The narrative surrounding this indicator's surge since the bull market began in late 2022 is bearish, of course, and perhaps rightly so.
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 »
However, there may also be a gaping flaw in the very premise of the Buffett indicator.
Don't misread the message. Warren Buffett isn't just a brilliant stock picker. He's also got a great feel for how the economy and the stock market affect one another.
shinyvjq
1 month ago
TE Connectivity plc (NYSE:TEL) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Answering a caller's query about the stock during the lightning round, Cramer said:
Yeah, I think the stock should be higher. I don't understand why the multiple is so low. It should be a market multiple. I think this is a terrific stock. I remember when it was created. It was always terrific. I want to buy that stock for the Trust. You got a good one there. I've been thinking about, I've been mulling.
Photo by Adam Nowakowski on Unsplash
TE Connectivity plc (NYSE:TEL) manufactures and sells a wide variety of connectivity and sensor solutions. In addition, it provides specialized components, technical training, and production services. The company serves industries such as automotive, aerospace, defense, and data centers. Bell Global Equities Fund stated the following regarding TE Connectivity plc (NYSE:TEL) in its Q1 2026 investor letter:
Heightened portfolio activity persisted through the end of the first quarter, reflecting our efforts to actively take advantage of the elevated market volatility and many dispersions in the market between quality and intrinsic value. Among the new additions was TE Connectivity plc (NYSE:TEL), a global leader in electrical connectors. One of the primary tailwinds for the company has recently been its increased market share in the critical components that distribute power, signal, and data across electric vehicles, factory robots and hyperscale AI server racks. This positioning is expected to support a sustained period of double-digit revenue growth, alongside margin expansion over the medium-term. The company also consistently generates significant free cash flow and boasts a shareholder-friendly management team, illustrated earlier this year when the board approved a 10 quarterly dividend hike alongside a substantial $3 billion expansion to its share repurchase program. We currently model meaningful upside looking forward, driven by a combination of earnings upgrades and potential for valuation multiple expansion.
shinyvjq
1 month ago
Electric vehicle (EV) company Rivian's (NASDAQ:RIVN)stock accelerated impressively following its latest news about deliveries on Thursday. That all-important auto industry metric was significantly higher than expected, prompting the company to raise its full-year guidance. Investors rewarded this by pushing the shares up by more than 8% that trading session.
That morning, Rivian provided the delivery and production figures for its just-concluded second quarter. The period saw the EV company produce 12,613 vehicles, with deliveries totaling 12,194. The latter figure topped the company's own forecast — actually, a better term might be "crushed," as it was guiding for 9,000 to 11,000 for the period. It was also well above the second quarter 2025 number of 10,661 and first quarter 2026's 10,365.
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 »
Image source: Getty Images,
Management attributed this far better-than-expected result to the uptake of the EDV line of delivery vehicles, as well as demand for the R1 pickups and large SUVs. It also benefited from the rollout of the R2, a crossover SUV it started shipping in June.
shinyvjq
1 month ago
Structure Therapeutics Inc. (NASDAQ:GPCR) is one of the 8 Hidden Multibagger Stocks to Buy Now. On June 7, Cantor Fitzgerald ******* yst Prakhar Agrawal reiterated a Buy rating on Structure Therapeutics Inc. (NASDAQ:GPCR) and set a price target of $101. The firm's price target implies an additional 95% upside from current levels.
In addition to Prakhar Agrawal, BMO Capital ******* yst Evan Seigerman reiterated a Buy rating on Structure Therapeutics Inc. (NASDAQ:GPCR) on June 5 and set a target price of $145. The ******* yst believes that the company's most advanced weight-loss drug, aleniglipron, showed strong results in clinical trials. The data showed significant and sustained weight loss, along with a favorable safety profile with no major liver concerns. These positive results suggest aleniglipron could become one of the leading oral obesity treatments on the market.
In addition to weight loss, the drug showed benefits such as lowering blood pressure and reducing inflammation without causing a significant increase in heart rate. Evan Seigerman believes these results highlight the drug's broader health benefits. As the demand for obesity treatment grows, aleniglipron has the potential to become an attractive option due to its oral administration and lower-cost alternative to injectables.
Structure Therapeutics Inc. (NASDAQ:GPCR) is a clinical-stage global biopharmaceutical company that develops and delivers novel oral small-molecule therapeutics. It treats various chronic diseases with unmet medical needs. The company was formerly known as ShouTi Inc. The company was incorporated in 2016 and is headquartered in South San Francisco, California.
While we acknowledge the potential of GPCR 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.
shinyvjq
1 month ago
After losing a significant value, falling more than 45% from its 52-week high, SoFi (SOFI) stock has been consolidating in a tight range over the past several weeks. Investors have grown cautious about the company's premium valuation and the slowing growth of one of its capital-light businesses.
Investor sentiment has been weighed down by slower growth in SoFi's non-lending business, particularly its technology platform. SoFi's growing fee-based, capital-light businesses diversify its revenue beyond lending, reduce credit risk, and enable the company to command a premium valuation. Thus, the weakness in this segment significantly weighed on its share price.
Memory Demand Sent Seagate Soaring — But This Stock Looks Even Better
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shinyvjq
1 month ago
The post-pandemic days of coffee badging and logging in from the couch may be coming to an end. More employers have been rolling out novel ways to keep tabs on workers' whereabouts. And now, retail giant Target is doubling down on its attendance policy with a new points system.
Starting this September, Target will begin tracking the unexcused tardiness and absences of its store and warehouse workers with a new points system, according to Business Insider reporting confirmed by the company.
Staffers' attendance violations will be tallied up and addressed accordingly: a quarter of a point for being more than eight minutes late to work, one point for missing a shift without their manager's approval, and three points for skipping on work without telling their boss. The attendance strikes expire every 365 days.
And the higher the number climbs, the more serious the consequences become. If staffers rack up three points, they'll have to check in with their supervisor; after five, counseling is on the table. And ultimately, if employees hit the threshold of 12 points, they'll be shown the door.
Target's attendance system comes as its new CEO, Michael Fiddelke, looks to improve store operations and create a better experience for shoppers. In a statement to Fortune, a company spokesperson says "Target is focused on returning to growth, and elevating our guest experience is a key strategic priority. We'll continue to focus on enabling our team to deliver the delightful experience that guests depend on every day."
shinyvjq
1 month ago
Tempus AI (TEM) may be building one of healthcare's fastest-growing artificial intelligence (AI) platforms, but the stock hasn't given investors much to celebrate lately. Shares are down roughly 15% over the past year and about 4% year-to-date (YTD), even as the company continues to report strong revenue growth and expand its footprint in AI-powered precision medicine. TEM stock even has an approximately 4% weightage in Cathie Wood's ARK Invest ETFs (ARKG) (ARKK). With the stock pulling back while the fundamentals continue improving, investors are left with a critical choice.
Does this pullback represent a buying opportunity or a warning sign?
Billionaire Mark Cuban Asks If AI 'Collapses' And Data Centers Turn Into 'Chuck E Cheeses,' Would That 'Create A Revival Of Jobs?'
As Trump Doubles Down on Quantum Computing, This Is the Top-Performing Stock to Buy YTD
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shinyvjq
1 month ago
The three-day event, which will take place in Athens, Greece, from 15-17 September, is expected to bring together more than 700 leaders from across the consumer goods value chain, including brands, retailers, manufacturers, policymakers, NGOs and solution providers.
The meeting will mark the 15th edition of Cascale's flagship annual gathering and the first under McGuire's leadership since she took over as CEO on 1 June.
According to Cascale, this year's programme will focus on how companies can more effectively share the costs, responsibilities, incentives and benefits ******* ociated with supply chain transformation while strengthening business resilience and competitiveness.
"As the industry navigates rising expectations alongside growing operational and economic pressures, collaboration must become more actionable, measurable, and business-driven," said McGuire. "I see this Annual Meeting as an opportunity to convene leaders around a shared vision for progress — one where sustainability is embedded into core business strategy, supported by trusted data and aligned incentives, and capable of delivering value across the entire supply chain. My vision for Cascale is to help the industry build the partnerships and accountability needed to accelerate that transition at scale."
The hybrid event will feature more than 80 speakers across four stages, alongside virtual participation options designed to broaden access for global stakeholders.
shinyvjq
1 month ago
The artificial intelligence (AI) boom has created a new class of infrastructure winners, but the recent AI-driven market pullback has punished many of the companies positioned to benefit from the long-term expansion of data centers and power demand. Fluence Energy (FLNC) has been among the hardest-hit names in the AI infrastructure ****** e this week, as investors rotated away from high-growth themes and questioned valuations across the sector.
However, the sell-off has also created a potential opportunity for investors who believe the AI revolution will require more than advanced chips and computing power. As AI data centers consume unprecedented amounts of electricity, companies that provide grid stability, energy storage, and power management solutions could become critical players in the next phase of the AI buildout.
Palantir Stock Crashes to a 52-Week Low: Why It's Time to Buy the Dip.
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shinyvjq
1 month ago
MRVL trades at a richer 68x forward P/E than AVGO's 33x, despite posting gross margins of 52% versus Broadcom's 67%.
Broadcom's 46% FCF margin and VMware's sticky software annuity make it a reliable compounder Marvell's hyperscaler-dependent model can't yet match.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today.
Marvell Technology (NASDAQ: MRVL) and Broadcom (NASDAQ: AVGO) both just delivered AI-fueled earnings beats, yet the businesses look nothing alike under the hood. Marvell posted 231.37% YTD gains chasing custom XPU wins. Broadcom quietly compounded with elite margins and a software stack. The contrast deserves a closer look before anyone pays up.
Marvell delivered Q1 FY2027 revenue of $2.42B, up 27.6% YoY, with Data Center contributing $1.83B, or 76% of revenue. CEO Matt Murphy guided Q2 to $2.70B, calling out "exceptional AI-related bookings" across 800G/1.6T optics and custom XPU programs. Encouraging, but the GAAP gross margin sat at 52.1%. That is the structural reality of bespoke silicon: hyperscalers hold the leverage.
shinyvjq
2 months ago
Is ABSI a good stock to buy? We came across a bullish thesis on Absci Corporation on TradersPro's Substack. In this article, we will summarize the bulls' thesis on ABSI. Absci Corporation's share was trading at $7.27 as of June 15th.
Pressmaster/Shutterstock.com
Absci Corporation (ABSI) is a clinical-stage biopharmaceutical company focused on transforming drug discovery through the use of generative artificial intelligence, positioning itself at the forefront of a rapidly growing trend toward AI-enabled drug development. The company's lead program, ABS-201, is an antibody-based therapy designed to treat androgenetic alopecia, or pattern hair loss, by targeting a protein pathway involved in hair follicle biology.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
shinyvjq
2 months ago
Around 77 million Americans hold gym memberships, according to the 2025 US Health & Fitness Consumer Report (1). With gyms charging average monthly dues of $65 (2), Americans are spending a lot of money to stay in shape.
But what happens if your gym membership is no longer worth it, you want to cancel, and your gym doesn't cooperate? Let's pretend, for example, that Xavier has a gym membership he signed up for two years ago. The membership is month-to-month, so he has the right to cancel, and he wants to do so.
Robert Kiyosaki says this 1 ****** et will surge 400% in a year and begs investors not to miss this 'explosion'
Millionaires under 43 hold only 25% of their wealth in stocks. Surprised? Here's where their money is actually going
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