13 days ago
IBM raised its quarterly dividend a single penny, from $1.68 to $1.69, marking its 31st consecutive increase but delivering just $0.04 more annually to shareholders.
Microsoft grew its quarterly dividend from $0.13 to $0.98 since 2010, making it the stronger pick for investors seeking real income growth over IBM's 2.83% yield.
IBM's dividend appears safe, with $14.7B in free cash flow comfortably covering its $6.3B payout, though capital is flowing toward acquisitions, $62B in debt, and quantum computing bets.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and IBM didn't make the cut. Enter your email to see the names that beat IBM. The report is free. Enter your email and see if any of your stocks made the cut.
The headline is easy to sell. IBM (NYSE:IBM) has paid consecutive quarterly dividends every year since 1916 and, with the April declaration, notched its 31st consecutive year of dividend increases. The reality a retiree actually banks is smaller. Much smaller.
#Dividend #year
Microsoft grew its quarterly dividend from $0.13 to $0.98 since 2010, making it the stronger pick for investors seeking real income growth over IBM's 2.83% yield.
IBM's dividend appears safe, with $14.7B in free cash flow comfortably covering its $6.3B payout, though capital is flowing toward acquisitions, $62B in debt, and quantum computing bets.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and IBM didn't make the cut. Enter your email to see the names that beat IBM. The report is free. Enter your email and see if any of your stocks made the cut.
The headline is easy to sell. IBM (NYSE:IBM) has paid consecutive quarterly dividends every year since 1916 and, with the April declaration, notched its 31st consecutive year of dividend increases. The reality a retiree actually banks is smaller. Much smaller.
#Dividend #year
14 days ago
Saudi Arabia's oil supply crisis is rapidly becoming Europe's problem.
The September 10 attacks on Saudi Arabia's East-West Pipeline struck the system at multiple locations and damaged at least one pumping station, forcing Riyadh to shut down the Kingdom's critical alternative to the Strait of Hormuz.
The 1,200-kilometer Petroline can carry around 7 million barrels per day from Saudi Arabia's eastern producing regions to Yanbu on the Red Sea. Since the war effectively closed Hormuz, it has become one of the most important pieces of energy infrastructure in the world.
Kpler estimates the pipeline had been moving roughly 4 million bpd around Hormuz before the attack. A prolonged outage could ultimately threaten 3.5–4 million bpd of Saudi crude exports. The figure is below Petroline's nameplate capacity because Saudi Arabia can still export some crude from eastern terminals such as Ras Tanura, despite the severe constraints on Gulf shipping.
The immediate problem is storage.
#hormuz #crude
The September 10 attacks on Saudi Arabia's East-West Pipeline struck the system at multiple locations and damaged at least one pumping station, forcing Riyadh to shut down the Kingdom's critical alternative to the Strait of Hormuz.
The 1,200-kilometer Petroline can carry around 7 million barrels per day from Saudi Arabia's eastern producing regions to Yanbu on the Red Sea. Since the war effectively closed Hormuz, it has become one of the most important pieces of energy infrastructure in the world.
Kpler estimates the pipeline had been moving roughly 4 million bpd around Hormuz before the attack. A prolonged outage could ultimately threaten 3.5–4 million bpd of Saudi crude exports. The figure is below Petroline's nameplate capacity because Saudi Arabia can still export some crude from eastern terminals such as Ras Tanura, despite the severe constraints on Gulf shipping.
The immediate problem is storage.
#hormuz #crude
14 days ago
With a market cap of $19.4 billion, Broadridge Financial Solutions, Inc. (BR) is a global financial technology leader that provides investor communications and technology-driven solutions to banks, broker-dealers, ***** et managers, corporate issuers, and other financial institutions. Broadridge plays a critical role in enhancing transparency, efficiency, and engagement across the financial services industry.
Companies valued at $10 billion or more are generally classified as "large-cap" stocks, and Broadridge Financial fits this criterion perfectly. Through its two segments: Investor Communication Solutions and Global Technology & Operations, the company delivers services ranging from regulatory and shareholder communications to front-to-back securities processing and data-driven solutions.
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#financial #broadridge
Companies valued at $10 billion or more are generally classified as "large-cap" stocks, and Broadridge Financial fits this criterion perfectly. Through its two segments: Investor Communication Solutions and Global Technology & Operations, the company delivers services ranging from regulatory and shareholder communications to front-to-back securities processing and data-driven solutions.
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Why It's Time to Load Up on Nvidia Stock
#financial #broadridge
15 days ago
Targa Resources Corp. (TRGP), headquartered in Houston, Texas, owns, operates, acquires, and develops a portfolio of complementary domestic infrastructure ***** ets. Valued at $62.2 billion by market cap, the company's ***** ets connect natural gas and NGLs to domestic and international markets with growing demand for cleaner fuels and feedstocks.
Companies worth $10 billion or more are generally described as "large-cap stocks," and TRGP perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the oil & gas midstream industry. TRGP benefits from strategic positioning in key shale plays including Permian, STACK, SCOOP, and Bakken, giving it a competitive edge in midstream. Its diversified service portfolio, including the Grand Prix NGL pipeline and Mont Belvieu fractionation capacity, underpins a strong market presence and stable revenue base.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Middle East Supply Constraints Lift Crude Oil Prices
Crude Prices Soar as Global Oil Supplies Continue to Tighten
#market
Companies worth $10 billion or more are generally described as "large-cap stocks," and TRGP perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the oil & gas midstream industry. TRGP benefits from strategic positioning in key shale plays including Permian, STACK, SCOOP, and Bakken, giving it a competitive edge in midstream. Its diversified service portfolio, including the Grand Prix NGL pipeline and Mont Belvieu fractionation capacity, underpins a strong market presence and stable revenue base.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Middle East Supply Constraints Lift Crude Oil Prices
Crude Prices Soar as Global Oil Supplies Continue to Tighten
#market
19 days ago
Interested in Lam Research Corporation? Here are five stocks we like better.
Lam Research raised its 2026 wafer-fabrication equipment spending outlook to the low-$150 billion range from $135 billion-$140 billion, driven by sustained AI demand and expectations for eight to 10 new leading-edge fabs through 2027.
AI hardware is increasing equipment intensity, while advanced chip designs and packaging are expanding Lam's addressable market. The company cited growing opportunities in gate-all-around transistors, backside power delivery, advanced packaging and dry-resist technology.
Lam is accelerating capacity expansion, including a second Malaysia facility, as clean-room availability and supply-chain capacity constrain the industry. The company also expects NAND upgrades to accelerate, while targeting mid-50% gross margins and reporting record customer-support revenue.
From High Dividend Growth to High Yield, These 3 Stocks Just Boosted Dividend Payouts
#billion #Research #equipment #advanced
Lam Research raised its 2026 wafer-fabrication equipment spending outlook to the low-$150 billion range from $135 billion-$140 billion, driven by sustained AI demand and expectations for eight to 10 new leading-edge fabs through 2027.
AI hardware is increasing equipment intensity, while advanced chip designs and packaging are expanding Lam's addressable market. The company cited growing opportunities in gate-all-around transistors, backside power delivery, advanced packaging and dry-resist technology.
Lam is accelerating capacity expansion, including a second Malaysia facility, as clean-room availability and supply-chain capacity constrain the industry. The company also expects NAND upgrades to accelerate, while targeting mid-50% gross margins and reporting record customer-support revenue.
From High Dividend Growth to High Yield, These 3 Stocks Just Boosted Dividend Payouts
#billion #Research #equipment #advanced
21 days ago
Apple is skipping the base iPhone 18 this fall in favor of three premium devices: the iPhone 18 Pro, the iPhone 18 Pro Max, and its first foldable — rumored to be called the iPhone Ultra, Duo, or Fold. The foldable is the headline. It's expected to feature a 7.8-inch internal display, a 5.3-inch external screen, an A20 Pro chip, and a thickness of just 4.5mm unfolded, with pricing estimated between $1,999 and $2,399 and limited initial supply. It marks Apple's entry into the foldable category years after rivals — a potentially major new product cycle for one of the world's most valuable companies.
Here's the pattern every ETF investor should understand before today's close. Nearly two decades of data show that Apple tends to "sell the news" on launch day itself. AAPL averages a roughly 0.3% decline on iPhone launch days, with a median drop of about 0.6% — the classic case of anticipation being priced in before the reveal.
But the weakness rarely lasts. Apple has averaged a 0.5% gain the very next session (positive in 15 of 24 releases), and the longer-term picture is decisively bullish: AAPL has gained in the 60 days following an iPhone reveal 17 times since the original 2007 launch. The biggest such move was a 20% gain in the 60 days after the iPhone 11 reveal in 2019. In other words, launch-day dips have historically been buying opportunities, not warning signs. **** ysts have also downplayed fears about the ~$2,000 foldable price tag, arguing a premium halo product is unlikely to dent Apple's overall economics.
Apple is not just a stock — it's one of the largest weights in the entire ETF universe. As one of the biggest companies in the world, it sits near the top of the S&P 500, the Nasdaq-100, and virtually every technology index. That means a move in AAPL ripples through hundreds of funds, and millions of investors have significant Apple exposure without realizing it. When Apple moves on event day, these are the ETFs that move with it.
A handful of funds carry outsized Apple weights and will feel today's move most acutely. GXPT (Global X PureCap MSCI Information Technology ETF) holds roughly 19.2% in Apple — the highest of any diversified fund. FTEC (Fidelity MSCI Information Technology Index ETF) holds about 16.3%, VGT (Vanguard Information Technology ETF) about 16.2%, TRUT (VanEck Technology TruSector ETF) roughly 15.1%, and TOPT (iShares Top 20 U.S. Stocks ETF) around 14.5%. For these funds, Apple is a dominant driver of daily returns.
#iphone #foldable #launch #aapl
Here's the pattern every ETF investor should understand before today's close. Nearly two decades of data show that Apple tends to "sell the news" on launch day itself. AAPL averages a roughly 0.3% decline on iPhone launch days, with a median drop of about 0.6% — the classic case of anticipation being priced in before the reveal.
But the weakness rarely lasts. Apple has averaged a 0.5% gain the very next session (positive in 15 of 24 releases), and the longer-term picture is decisively bullish: AAPL has gained in the 60 days following an iPhone reveal 17 times since the original 2007 launch. The biggest such move was a 20% gain in the 60 days after the iPhone 11 reveal in 2019. In other words, launch-day dips have historically been buying opportunities, not warning signs. **** ysts have also downplayed fears about the ~$2,000 foldable price tag, arguing a premium halo product is unlikely to dent Apple's overall economics.
Apple is not just a stock — it's one of the largest weights in the entire ETF universe. As one of the biggest companies in the world, it sits near the top of the S&P 500, the Nasdaq-100, and virtually every technology index. That means a move in AAPL ripples through hundreds of funds, and millions of investors have significant Apple exposure without realizing it. When Apple moves on event day, these are the ETFs that move with it.
A handful of funds carry outsized Apple weights and will feel today's move most acutely. GXPT (Global X PureCap MSCI Information Technology ETF) holds roughly 19.2% in Apple — the highest of any diversified fund. FTEC (Fidelity MSCI Information Technology Index ETF) holds about 16.3%, VGT (Vanguard Information Technology ETF) about 16.2%, TRUT (VanEck Technology TruSector ETF) roughly 15.1%, and TOPT (iShares Top 20 U.S. Stocks ETF) around 14.5%. For these funds, Apple is a dominant driver of daily returns.
#iphone #foldable #launch #aapl
27 days ago
Ro Khanna is a Democratic congressman known for being one of the most active stock traders in Congress, with hundreds of disclosed transactions. Khanna says the trades sit in family accounts he does not control.
His disclosures show he has been buying NCR Voyix (NYSE:VYX), a small-cap company that sells checkout technology to retailers and restaurants.
The most recent trade was a buy in June. There were about seven purchases of this stock from Khanna in 2026.
NCR Voyix sells the checkout technology that grocery stores, convenience chains and restaurants run on. The business splits into two segments, Retail and Restaurants, with retail accounting for a major chunk of sales.
The company is in the middle of a rebuild. It handed hardware manufacturing to an ODM partner at the end of the first quarter of fiscal 2026, so hardware now shows up as commission instead of full product revenue. Management is pushing customers onto the Voyix Commerce Platform, a cloud system sold on multiyear subscription contracts, and onto Voyix Connect, its payments gateway.
#khanna #retail #checkout
His disclosures show he has been buying NCR Voyix (NYSE:VYX), a small-cap company that sells checkout technology to retailers and restaurants.
The most recent trade was a buy in June. There were about seven purchases of this stock from Khanna in 2026.
NCR Voyix sells the checkout technology that grocery stores, convenience chains and restaurants run on. The business splits into two segments, Retail and Restaurants, with retail accounting for a major chunk of sales.
The company is in the middle of a rebuild. It handed hardware manufacturing to an ODM partner at the end of the first quarter of fiscal 2026, so hardware now shows up as commission instead of full product revenue. Management is pushing customers onto the Voyix Commerce Platform, a cloud system sold on multiyear subscription contracts, and onto Voyix Connect, its payments gateway.
#khanna #retail #checkout
28 days ago
Cisco (CSCO) rates BUY with a $134 price target, backed by $9.3 billion in hyperscale AI orders and 40% Q4 networking order growth.
Cisco's 21x forward P/E makes it the value standout versus Arista (ANET) near 70x trailing and HPE weighed down by acquisition charges.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Cisco Systems (NASDAQ:CSCO) has quietly become one of the most important names in the AI infrastructure buildout, yet trades like a legacy networking vendor. With $9.3 billion in FY2026 hyperscale AI orders and management guiding to $7.5 billion in AI infrastructure revenue in FY2027, the setup for the next twelve months looks compelling.
Our 24/7 Wall St. price target for Cisco is $134.21, roughly 21.47% above the recent close of $110.49. Our recommendation is buy, with a high confidence rating of 90%.
#cisco #Networking
Cisco's 21x forward P/E makes it the value standout versus Arista (ANET) near 70x trailing and HPE weighed down by acquisition charges.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Cisco Systems (NASDAQ:CSCO) has quietly become one of the most important names in the AI infrastructure buildout, yet trades like a legacy networking vendor. With $9.3 billion in FY2026 hyperscale AI orders and management guiding to $7.5 billion in AI infrastructure revenue in FY2027, the setup for the next twelve months looks compelling.
Our 24/7 Wall St. price target for Cisco is $134.21, roughly 21.47% above the recent close of $110.49. Our recommendation is buy, with a high confidence rating of 90%.
#cisco #Networking
29 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Why we like it: Chase Freedom Unlimited offers a valuable cash-back rewards combo for taking on costly wedding expenses. You earn 5% cash back on travel purchased through Chase Travel, 3% on drugstore purchases and dining at restaurants (including takeout and eligible delivery service), and 1.5% on all other purchases, plus, there's an introductory 0% APR you can use to finance your wedding purchases and pay them off over time.
The rewards you earn with this card are even more lucrative if you also have a Chase Sapphire Preferred® Card or Chase Sapphire Reserve®. While you'll earn rewards as cash back, you can also redeem them toward travel purchases through Chase Travel. If you have one of the Sapphire cards, combine your rewards under that card account and get up to a 1.75x (for Chase Sapphire Preferred) or up to 2x (for Chase Sapphire Reserve) boosted Chase Travel redemption rate — a great way to maximize your Chase rewards toward your honeymoon or another upcoming trip.
Learn more: See our picks for the best Chase credit card
Why we like it: If you want to use your wedding expenses to help fund the honeymoon you'll take afterward, the Capital One Venture is a great option. You'll earn a flat 2x miles on every dollar you spend, so you don't need to worry about the specific categories your wedding spending may fall into. If you have wedding-related travel expenses to book, you can get up to 5x miles on hotels and car rentals through the Capital One Travel portal.
#chase #travel
Why we like it: Chase Freedom Unlimited offers a valuable cash-back rewards combo for taking on costly wedding expenses. You earn 5% cash back on travel purchased through Chase Travel, 3% on drugstore purchases and dining at restaurants (including takeout and eligible delivery service), and 1.5% on all other purchases, plus, there's an introductory 0% APR you can use to finance your wedding purchases and pay them off over time.
The rewards you earn with this card are even more lucrative if you also have a Chase Sapphire Preferred® Card or Chase Sapphire Reserve®. While you'll earn rewards as cash back, you can also redeem them toward travel purchases through Chase Travel. If you have one of the Sapphire cards, combine your rewards under that card account and get up to a 1.75x (for Chase Sapphire Preferred) or up to 2x (for Chase Sapphire Reserve) boosted Chase Travel redemption rate — a great way to maximize your Chase rewards toward your honeymoon or another upcoming trip.
Learn more: See our picks for the best Chase credit card
Why we like it: If you want to use your wedding expenses to help fund the honeymoon you'll take afterward, the Capital One Venture is a great option. You'll earn a flat 2x miles on every dollar you spend, so you don't need to worry about the specific categories your wedding spending may fall into. If you have wedding-related travel expenses to book, you can get up to 5x miles on hotels and car rentals through the Capital One Travel portal.
#chase #travel
1 month ago
By Michael S. Derby
NEW YORK, Sept 1 (Reuters) - Federal Reserve Governor Michael Barr said on Tuesday that if inflation does not cool quickly, it will be time for the U.S. central bank to increase interest rates.
"Inflation remains too high — and has been for over five years," Barr said in the text of a speech prepared for delivery before the Second Chance Lending Forum.
Flagging the Fed's September 15-16 monetary policy meeting and the ***** e it gives officials to weigh policy choices, Barr said, "If inflation appears not to be moderating sufficiently, then I think we should act decisively to raise rates."
"If trends in the data give me some confidence that inflation is moderating on a path to 2%, then I think we can take a bit more time to ***** s our policy stance," he added.
#inflation #time
NEW YORK, Sept 1 (Reuters) - Federal Reserve Governor Michael Barr said on Tuesday that if inflation does not cool quickly, it will be time for the U.S. central bank to increase interest rates.
"Inflation remains too high — and has been for over five years," Barr said in the text of a speech prepared for delivery before the Second Chance Lending Forum.
Flagging the Fed's September 15-16 monetary policy meeting and the ***** e it gives officials to weigh policy choices, Barr said, "If inflation appears not to be moderating sufficiently, then I think we should act decisively to raise rates."
"If trends in the data give me some confidence that inflation is moderating on a path to 2%, then I think we can take a bit more time to ***** s our policy stance," he added.
#inflation #time
1 month ago
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using ******* eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Victorias Secret & Co. (NYSE:VSXY). Victorias Secret & Co. (NYSE:VSXY) operates as a specialty retailer of women's intimate apparel and other apparel and beauty products worldwide. On August 26, 2026, Victorias Secret & Co. (NYSE:VSXY) closed at $90.97 per share. The one-month return of Victorias Secret & Co. (NYSE:VSXY) was 1.58%, and its shares gained 295.37% over the past 52 weeks. Victorias Secret & Co. (NYSE:VSXY) has a market capitalization of $7.22 billion, and its stock has traded within a 52-week range of $ 21.39 to $102.46.
Greenlight Capital stated the following regarding Victorias Secret & Co. (NYSE:VSXY) in its Q2 2026 investor letter:
"During the quarter, we also exited a few positions: Victorias Secret & Co. (NYSE:VSXY) with a 157% IRR over a 1-year holding period. Under new management, the company refreshed the brand, returned the company to "sexy" (in its marketing and in its new ticker), generated renewed customer interest and improved financial performance."
Victorias Secret & Co. (NYSE:VSXY) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held Victorias Secret & Co. (NYSE:VSXY) at the end of the second quarter which was 44 in the previous quarter. While we acknowledge the potential of Victorias Secret & Co. (NYSE:VSXY) 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.
#secret #quarter #capital
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Victorias Secret & Co. (NYSE:VSXY). Victorias Secret & Co. (NYSE:VSXY) operates as a specialty retailer of women's intimate apparel and other apparel and beauty products worldwide. On August 26, 2026, Victorias Secret & Co. (NYSE:VSXY) closed at $90.97 per share. The one-month return of Victorias Secret & Co. (NYSE:VSXY) was 1.58%, and its shares gained 295.37% over the past 52 weeks. Victorias Secret & Co. (NYSE:VSXY) has a market capitalization of $7.22 billion, and its stock has traded within a 52-week range of $ 21.39 to $102.46.
Greenlight Capital stated the following regarding Victorias Secret & Co. (NYSE:VSXY) in its Q2 2026 investor letter:
"During the quarter, we also exited a few positions: Victorias Secret & Co. (NYSE:VSXY) with a 157% IRR over a 1-year holding period. Under new management, the company refreshed the brand, returned the company to "sexy" (in its marketing and in its new ticker), generated renewed customer interest and improved financial performance."
Victorias Secret & Co. (NYSE:VSXY) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held Victorias Secret & Co. (NYSE:VSXY) at the end of the second quarter which was 44 in the previous quarter. While we acknowledge the potential of Victorias Secret & Co. (NYSE:VSXY) 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.
#secret #quarter #capital
1 month ago
The nuclear energy story that had Wall Street buzzing in 2025 has collapsed this year. NuScale Power (SMR), one of the most popular companies in the small modular reactor (SMR) ******* e, has become one of the biggest short-seller targets in 2026.
Valued at a market capitalization of around $3.8 billion, SMR stock is now down 83% from its all-time high, grossly underperforming the broader markets. Will SMR stock continue to decline over the next 12 months? Let's take a closer look.
Crude Prices Sharply Lower as Oil Supplies Move Through Strait of Hormuz
Crude Prices Fall as Oil Supplies Move Through the Strait of Hormuz
Why This Week Looks to Be Fun
#prices #supplies #wall
Valued at a market capitalization of around $3.8 billion, SMR stock is now down 83% from its all-time high, grossly underperforming the broader markets. Will SMR stock continue to decline over the next 12 months? Let's take a closer look.
Crude Prices Sharply Lower as Oil Supplies Move Through Strait of Hormuz
Crude Prices Fall as Oil Supplies Move Through the Strait of Hormuz
Why This Week Looks to Be Fun
#prices #supplies #wall
1 month ago
Alibaba Group Holding Limited (NYSE:BABA) has launched a HK$80 billion ($10.2 billion) Hong Kong share placement to fund its artificial intelligence ambitions. The company plans to use all of the proceeds to strengthen its "full-stack" AI capabilities, including computing infrastructure, chips, and AI model development. The offering involves 710 million new shares, which will increase the company's share count and dilute existing shareholders. The placement was reportedly oversubscribed, indicating strong institutional demand for the offering.
The timing of the capital raise is important. Alibaba recently reported a 75% year-over-year decline in quarterly net profit, while capital expenditures jumped 75% to RMB67.68 billion. At the same time, its AI Cloud and Compute Services revenue rose 45% to RMB48.44 billion. This shows the trade-off investors are currently facing: Alibaba is spending heavily on AI, which is pressuring near-term profitability, but the investment is also producing strong growth in its cloud business.
The strongest argument for Alibaba Group Holding Limited (NYSE:BABA) is that its AI investment is already translating into meaningful business growth. AI Cloud and Compute Services revenue increased 45% in the latest quarter, while revenue from AI-related products continued to record triple-digit growth. This suggests that Alibaba is not simply spending money on an unproven technology; it is seeing growing demand for its AI and cloud offerings.
The additional $10.2 billion could allow Alibaba to accelerate this growth. The company has the advantage of operating across several parts of the AI ecosystem, including cloud computing, AI models, chips and infrastructure. Building these capabilities together could help it capture more value as businesses increasingly adopt AI.
The capital raise also gives Alibaba additional financial flexibility as it pursues its long-term AI strategy. The company had already committed substantial funds to AI and cloud infrastructure, and the latest offering allows it to continue investing without relying entirely on internally generated cash.
#infrastructure
The timing of the capital raise is important. Alibaba recently reported a 75% year-over-year decline in quarterly net profit, while capital expenditures jumped 75% to RMB67.68 billion. At the same time, its AI Cloud and Compute Services revenue rose 45% to RMB48.44 billion. This shows the trade-off investors are currently facing: Alibaba is spending heavily on AI, which is pressuring near-term profitability, but the investment is also producing strong growth in its cloud business.
The strongest argument for Alibaba Group Holding Limited (NYSE:BABA) is that its AI investment is already translating into meaningful business growth. AI Cloud and Compute Services revenue increased 45% in the latest quarter, while revenue from AI-related products continued to record triple-digit growth. This suggests that Alibaba is not simply spending money on an unproven technology; it is seeing growing demand for its AI and cloud offerings.
The additional $10.2 billion could allow Alibaba to accelerate this growth. The company has the advantage of operating across several parts of the AI ecosystem, including cloud computing, AI models, chips and infrastructure. Building these capabilities together could help it capture more value as businesses increasingly adopt AI.
The capital raise also gives Alibaba additional financial flexibility as it pursues its long-term AI strategy. The company had already committed substantial funds to AI and cloud infrastructure, and the latest offering allows it to continue investing without relying entirely on internally generated cash.
#infrastructure
1 month ago
With a market cap of $10.8 billion, BXP, Inc. (BXP) is one of the largest publicly traded REIT owners, developers, and managers of premium workplaces in the United States. Boston, Massachusetts-based, the company focuses on high-quality office, life sciences, retail, residential, and mixed-use properties in six major gateway markets: Boston, Los Angeles, New York, San Francisco, Seattle, and Washington, D.C.
BXP has been stuck in the slow lane while the broader market races ahead. BXP stock has gained 1.9% over the past year, while the broader S&P 500 Index ($SPX) has rallied 20.5%. Moreover, shares of the company are up marginally on a YTD basis, compared to SPX's 12.1% rise.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#boston #earnings #united
BXP has been stuck in the slow lane while the broader market races ahead. BXP stock has gained 1.9% over the past year, while the broader S&P 500 Index ($SPX) has rallied 20.5%. Moreover, shares of the company are up marginally on a YTD basis, compared to SPX's 12.1% rise.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#boston #earnings #united
1 month ago
In a statement on 20 August 2026, the Directorate-General for Competition, Consumer Affairs and Fraud Control (DGCCRF) said Boohoo had mislabelled synthetic products as "leather," "faux leather," and "suede," breaching French rules governing the accurate description of textiles and footwear.
An investigation by the DGCCRF's National Directorate for Investigative Operations found that Boohoo failed to provide legally required information on the composition of textile products and the materials used for shoe uppers, linings, and soles.
The regulator also identified additional instances of misleading commercial practices. Boohoo was found to have advertised price reductions online that did not accurately reflect real discounts.
According to the DGCCRF, 40% of the **** ysed promotions offered no genuine saving, 7% provided a smaller discount than advertised, and 48% of the cases represented a price increase.
The Paris Public Prosecutor approved a criminal settlement requiring Boohoo.com UK to pay the fine to the State Treasury, which the company has done.
#boohoo
An investigation by the DGCCRF's National Directorate for Investigative Operations found that Boohoo failed to provide legally required information on the composition of textile products and the materials used for shoe uppers, linings, and soles.
The regulator also identified additional instances of misleading commercial practices. Boohoo was found to have advertised price reductions online that did not accurately reflect real discounts.
According to the DGCCRF, 40% of the **** ysed promotions offered no genuine saving, 7% provided a smaller discount than advertised, and 48% of the cases represented a price increase.
The Paris Public Prosecutor approved a criminal settlement requiring Boohoo.com UK to pay the fine to the State Treasury, which the company has done.
#boohoo
1 month ago
It has been a big year for executives and investors at 15 companies in the S&P 500 (^GSPC), and it's all because of one factor.
You guessed it: the Great AI Boom.
There are now 15 companies in the S&P 500 up 100% or more this year (see chart below), per Yahoo Finance ******* ysis. Sandisk (SNDK) is leading the way with an almost 600% gain on the year amid strong demand for its memory chips at ever higher prices.
The list is interesting for several reasons.
First of all, chip king Nvidia (NVDA) isn't on the list, as its stock is "only" up 18% year to date.
#list #gspc #boom #first
You guessed it: the Great AI Boom.
There are now 15 companies in the S&P 500 up 100% or more this year (see chart below), per Yahoo Finance ******* ysis. Sandisk (SNDK) is leading the way with an almost 600% gain on the year amid strong demand for its memory chips at ever higher prices.
The list is interesting for several reasons.
First of all, chip king Nvidia (NVDA) isn't on the list, as its stock is "only" up 18% year to date.
#list #gspc #boom #first
1 month ago
DON pays monthly dividends sourced entirely from real mid-cap holdings, delivering a 2.26% yield that works out to roughly $2,260 annually on a $100,000 stake.
With financials at 24% and technology at just 5%, DON offers meaningful diversification away from mega-cap-heavy large-cap portfolios.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Most dividend portfolios start in the same place. Investors buy large-cap funds stuffed with familiar names, collect quarterly checks, and rarely look further down the market-cap ladder. The WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON) takes the opposite approach. It targets dividend-paying companies outside the market's largest names, pays distributions monthly, and currently offers a 2.26% trailing-twelve-month yield. On a $100,000 investment, that works out to roughly $2,260 per year.
That yield alone is not enough to make DON a high-income ETF. Plenty of covered-call and high-dividend funds pay considerably more. The appeal is different. DON gives income investors access to a part of the market that tends to receive far less attention than the mega-cap stocks dominating the S&P 500, while still providing a diversified dividend stream and room for capital appreciation.
#yield #offers #large
With financials at 24% and technology at just 5%, DON offers meaningful diversification away from mega-cap-heavy large-cap portfolios.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Most dividend portfolios start in the same place. Investors buy large-cap funds stuffed with familiar names, collect quarterly checks, and rarely look further down the market-cap ladder. The WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON) takes the opposite approach. It targets dividend-paying companies outside the market's largest names, pays distributions monthly, and currently offers a 2.26% trailing-twelve-month yield. On a $100,000 investment, that works out to roughly $2,260 per year.
That yield alone is not enough to make DON a high-income ETF. Plenty of covered-call and high-dividend funds pay considerably more. The appeal is different. DON gives income investors access to a part of the market that tends to receive far less attention than the mega-cap stocks dominating the S&P 500, while still providing a diversified dividend stream and room for capital appreciation.
#yield #offers #large
1 month ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
SIG, the Swiss food packaging company, was supposed to be proving its turnaround was working. Instead, investors got a surprise CEO exit, no detailed explanation and a stock chart that looked like someone dropped the carton.
SIG Group shares suffered their biggest-ever intraday fall after the company replaced chief executive Mikko Keto less than six months after he took the job.
Keto, who joined in the spring, has been replaced with immediate effect by chief financial officer Ann-Kristin Erkens. She will also remain CFO until SIG appoints a successor.
The company said its transformation program, launched in the second half of last year, was starting to show results. In the first half of 2026, adjusted EBIT margin improved to 15.6% from 14.8% a year earlier, while free cash flow improved by more than €100 million year on year.
#year #show #chief
SIG, the Swiss food packaging company, was supposed to be proving its turnaround was working. Instead, investors got a surprise CEO exit, no detailed explanation and a stock chart that looked like someone dropped the carton.
SIG Group shares suffered their biggest-ever intraday fall after the company replaced chief executive Mikko Keto less than six months after he took the job.
Keto, who joined in the spring, has been replaced with immediate effect by chief financial officer Ann-Kristin Erkens. She will also remain CFO until SIG appoints a successor.
The company said its transformation program, launched in the second half of last year, was starting to show results. In the first half of 2026, adjusted EBIT margin improved to 15.6% from 14.8% a year earlier, while free cash flow improved by more than €100 million year on year.
#year #show #chief
2 months ago
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Central banks are still piling into gold — and new surveys suggest they're also preparing to reduce their exposure to the U.S. dollar over the longer term.
That's the takeaway from a new survey (1) of global reserve managers. The Official Monetary and Financial Institutions Forum (OMFIF) says it's the first time its survey has found more central banks planning to reduce their dollar exposure over the next decade than increase it.
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
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#banks #still #exposure #dollar
Central banks are still piling into gold — and new surveys suggest they're also preparing to reduce their exposure to the U.S. dollar over the longer term.
That's the takeaway from a new survey (1) of global reserve managers. The Official Monetary and Financial Institutions Forum (OMFIF) says it's the first time its survey has found more central banks planning to reduce their dollar exposure over the next decade than increase it.
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
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#banks #still #exposure #dollar
2 months ago
As of 11:39 AM ET, the S&P 500 (SNPINDEX:^GSPC) has fallen 0.21% to 7,782.65, and the Nasdaq Composite (NASDAQINDEX:^IXIC) is down 0.50% to 26,664.30 as investors balance recent record highs against soft retail data. The Dow Jones Industrial Average (DJINDICES:^DJI) has slipped 0.19% to 53,735.56.
Gold is up 1.26% to $4,351.26 and the 10-Year Treasury yield is trading up 0.05% to 4.69%. Energy, real estate, and basic materials lead the sector gainers, as technology and healthcare stocks fall.
Reddit jumped 14% this morning after news that the social media platform will join the S&P 500. Valneva surged 22% following yesterday's earnings and news that European regulators validated its Lyme disease vaccine application. Semiconductor shares like Micron Technology are gaining on AI optimism. T-Mobile US slipped on a brokerage downgrade that cited revenue risks.
Two consumer releases weighed on stocks this morning: July retail sales fell for the first time in nine months, and August consumer sentiment dipped to 51, from 55.2 in July. The University of Michigan's consumer sentiment index showed consumers are concerned about inflation and business conditions, and slowing sales suggest that continued elevated oil prices are weighing on people's wallets.
On the one hand, a decline in confidence, combined with this week's slower inflation data, makes a Federal Reserve rate cut less likely, and can boost risk appetite. However, stock markets wavered today because that decline also raised concerns about economic weakness and the sustainability of recent index highs.
#technology #stocks #morning
Gold is up 1.26% to $4,351.26 and the 10-Year Treasury yield is trading up 0.05% to 4.69%. Energy, real estate, and basic materials lead the sector gainers, as technology and healthcare stocks fall.
Reddit jumped 14% this morning after news that the social media platform will join the S&P 500. Valneva surged 22% following yesterday's earnings and news that European regulators validated its Lyme disease vaccine application. Semiconductor shares like Micron Technology are gaining on AI optimism. T-Mobile US slipped on a brokerage downgrade that cited revenue risks.
Two consumer releases weighed on stocks this morning: July retail sales fell for the first time in nine months, and August consumer sentiment dipped to 51, from 55.2 in July. The University of Michigan's consumer sentiment index showed consumers are concerned about inflation and business conditions, and slowing sales suggest that continued elevated oil prices are weighing on people's wallets.
On the one hand, a decline in confidence, combined with this week's slower inflation data, makes a Federal Reserve rate cut less likely, and can boost risk appetite. However, stock markets wavered today because that decline also raised concerns about economic weakness and the sustainability of recent index highs.
#technology #stocks #morning
2 months ago
Soybeans futures are trading with midday gains of 2 to 5 cents so far on Monday. The cmdtyView national average Cash Bean price is up 2 3/4 at $11.35 1/2. Soymeal futures are down $1.20 to $2.50, with Soy Oil up 123 points.
USDA's FGIS tallied soybean export shipments at 399,201 MT (14.668 mbu) during the week ending on August 8. That was 15% above the week prior but 26.7% shy of the same week last year. Germany was the top destination of 86,260 MT, with 81,851 MT headed to Mexico and 81,699 MT to ***** an. Marketing year exports for 2025/26 are 39.75 MMT (1.46 bbu), which is now 17.9% below the same period last year.
What Was Driving Markets Early Monday Morning?
Coffee Prices Turn Lower on Drier Brazil Weather
Live Cattle, Lean Hog Futures Fade as Overall Production Levels Lag
#year #Monday
USDA's FGIS tallied soybean export shipments at 399,201 MT (14.668 mbu) during the week ending on August 8. That was 15% above the week prior but 26.7% shy of the same week last year. Germany was the top destination of 86,260 MT, with 81,851 MT headed to Mexico and 81,699 MT to ***** an. Marketing year exports for 2025/26 are 39.75 MMT (1.46 bbu), which is now 17.9% below the same period last year.
What Was Driving Markets Early Monday Morning?
Coffee Prices Turn Lower on Drier Brazil Weather
Live Cattle, Lean Hog Futures Fade as Overall Production Levels Lag
#year #Monday
2 months ago
The calendar turning to August means many things for people. As the hot and humid weather rolls in, people often use this time for relaxation and vacations.
Between leisure activities, it's also a good time to review your investments, since many companies have recently reported quarterly results. For those interested primarily in dividends, there's one stock that stands head and shoulders above the others.
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 »
Here's why Realty Income (NYSE: O) has earned its place as my top dividend stock to purchase.
Realty Income is structured as a real estate investment trust (REIT). REITs own, operate, or finance real estate.
#realty #people
Between leisure activities, it's also a good time to review your investments, since many companies have recently reported quarterly results. For those interested primarily in dividends, there's one stock that stands head and shoulders above the others.
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 »
Here's why Realty Income (NYSE: O) has earned its place as my top dividend stock to purchase.
Realty Income is structured as a real estate investment trust (REIT). REITs own, operate, or finance real estate.
#realty #people
2 months ago
2 months 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.
If you're looking for a way to lock in a competitive return without tying up your savings for too long, a 2-year certificate of deposit (CD) could strike the right balance. With interest rates still relatively elevated compared to historical averages — but potentially headed lower in the near future — a 2-year CD could help you secure a predictable rate over the next 24 months.
Our team evaluated dozens of accounts to determine the best 2-year CDs available today. Here's a look at the accounts that made our top 10 (see our full methodology here).
The following is a snapshot of our picks for the best 2-year CDs available today. Keep reading for more details about these accounts.
APY: 4.05%
#advertiser #offers #page
If you're looking for a way to lock in a competitive return without tying up your savings for too long, a 2-year certificate of deposit (CD) could strike the right balance. With interest rates still relatively elevated compared to historical averages — but potentially headed lower in the near future — a 2-year CD could help you secure a predictable rate over the next 24 months.
Our team evaluated dozens of accounts to determine the best 2-year CDs available today. Here's a look at the accounts that made our top 10 (see our full methodology here).
The following is a snapshot of our picks for the best 2-year CDs available today. Keep reading for more details about these accounts.
APY: 4.05%
#advertiser #offers #page
2 months ago
Shares of data-storage company Seagate Technology (STX) moved higher following the company's better-than-expected fourth-quarter results reported on July 28. Revenue and earnings came in above consensus estimates, while Seagate also delivered on guidance.
Will the solid Q4 print add to STX stock's already-searing rally so far this year? Or are there any signs of derailment? Let's take a closer look.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
Palantir Is Set to Deliver Strong Q2. **** ysts See 60% Upside Potential for PLTR Stock.
Earnings, PMI and Other Key Things to Watch this Week
#earnings #july #coreweave #scored
Will the solid Q4 print add to STX stock's already-searing rally so far this year? Or are there any signs of derailment? Let's take a closer look.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
Palantir Is Set to Deliver Strong Q2. **** ysts See 60% Upside Potential for PLTR Stock.
Earnings, PMI and Other Key Things to Watch this Week
#earnings #july #coreweave #scored
2 months ago
During the July 21 episode of CNBC's Mad Money, host Jim Cramer reviewed Mastercard Incorporated (NYSE:MA) using options trader Bob Lang's **** ysis of the daily chart of the stock. Pointing to the company as a premier vehicle for investors seeking to rebalance away from pure tech without sacrificing growth or high-margin processing power, Cramer highlighted its market share and recent price action:
I want to talk about the next chart, which is one of my absolute favorites. Michael Miebach runs it. It's Mastercard, MA, second most commonly used credit card. 25 to 30% of cardholders have one. Again, you can see that the stock's gone crazy in the last few weeks. Bouncing like mad off of its June lows. Although, unlike Visa, it still hasn't taken out its January highs. This is what I mean, by the way, when I say you need to diversify away from some of your tech. Mastercard is a tech company in bank clothing. It's always been a terrific place to be.
Examining the daily chart, Cramer highlighted that Bob Lang noted that Mastercard Incorporated (NYSE:MA) has constructed a textbook bullish trend channel marked by a series of higher highs and higher lows since hitting its June bottom. The stock's moving average convergence divergence (MACD) line generated a buy signal last month, while its relative strength index continues to trend upward without reaching overbought territory. Elevated volume and a rising on-balance volume line further validate the move. Cramer noted that Lang sees that the stock has legs, with primary technical resistance sitting at $573, representing roughly $35 in potential upside toward where the stock traded prior to a January gap down, giving Mastercard Incorporated (NYSE:MA) a clear path to challenge its January highs.
In Cramer's breakdown of the payment landscape, Mastercard Incorporated (NYSE:MA) occupies a middle ground in cardholder reach while sharing a critical structural moat with market leader Visa Inc. (NYSE:V). While Visa commands the top spot with 60% of cardholders and American Express Company (NYSE:AXP) handles roughly 10% of purchase volume, Mastercard sits solidly in second place with 25% to 30% cardholder penetration. Both Visa Inc. (NYSE:V) and Mastercard Incorporated (NYSE:MA) operate strictly as **** et-light processing networks with zero credit exposure, completely insulating them from default losses that direct lenders like American Express Company (NYSE:AXP) must carry on their balance sheets. On the technical side, while Visa has already surged past its January peak, Mastercard is still catching up after bouncing off its June floor, giving investors a high-margin processing stock.
#cramer
I want to talk about the next chart, which is one of my absolute favorites. Michael Miebach runs it. It's Mastercard, MA, second most commonly used credit card. 25 to 30% of cardholders have one. Again, you can see that the stock's gone crazy in the last few weeks. Bouncing like mad off of its June lows. Although, unlike Visa, it still hasn't taken out its January highs. This is what I mean, by the way, when I say you need to diversify away from some of your tech. Mastercard is a tech company in bank clothing. It's always been a terrific place to be.
Examining the daily chart, Cramer highlighted that Bob Lang noted that Mastercard Incorporated (NYSE:MA) has constructed a textbook bullish trend channel marked by a series of higher highs and higher lows since hitting its June bottom. The stock's moving average convergence divergence (MACD) line generated a buy signal last month, while its relative strength index continues to trend upward without reaching overbought territory. Elevated volume and a rising on-balance volume line further validate the move. Cramer noted that Lang sees that the stock has legs, with primary technical resistance sitting at $573, representing roughly $35 in potential upside toward where the stock traded prior to a January gap down, giving Mastercard Incorporated (NYSE:MA) a clear path to challenge its January highs.
In Cramer's breakdown of the payment landscape, Mastercard Incorporated (NYSE:MA) occupies a middle ground in cardholder reach while sharing a critical structural moat with market leader Visa Inc. (NYSE:V). While Visa commands the top spot with 60% of cardholders and American Express Company (NYSE:AXP) handles roughly 10% of purchase volume, Mastercard sits solidly in second place with 25% to 30% cardholder penetration. Both Visa Inc. (NYSE:V) and Mastercard Incorporated (NYSE:MA) operate strictly as **** et-light processing networks with zero credit exposure, completely insulating them from default losses that direct lenders like American Express Company (NYSE:AXP) must carry on their balance sheets. On the technical side, while Visa has already surged past its January peak, Mastercard is still catching up after bouncing off its June floor, giving investors a high-margin processing stock.
#cramer
2 months ago
Legacy tech giants like International Business Machines (IBM) rarely generate any dramatic market reactions. However, its preliminary Q2 results triggered a sharp selloff, with IBM shares down roughly 26% in the last five days and 28% year-to-date (YTD), underperforming the overall market.
IBM traces its roots back to 1911. As a tech dinosaur, IBM has spent decades not going extinct. The company has worked hard to reshape itself from a legacy hardware company into one driven by software, consulting, and AI-powered enterprise solutions. So, it is natural for investors to react negatively when software growth slows down, as reported in its preliminary Q2 results on July 14.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
IBM traces its roots back to 1911. As a tech dinosaur, IBM has spent decades not going extinct. The company has worked hard to reshape itself from a legacy hardware company into one driven by software, consulting, and AI-powered enterprise solutions. So, it is natural for investors to react negatively when software growth slows down, as reported in its preliminary Q2 results on July 14.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
3 months ago
Sundar Pichai confirmed Google Cloud revenue fell short of its potential because capacity constraints prevented the company from serving all waiting customers.
Google Cloud's $462 billion backlog, which nearly doubled in one quarter, represents over 10 times its annual revenue, with most converting within 24 months.
Google's mandate requiring engineers to use AI to generate code creates internal GPU competition that further strains the same infrastructure already sold to enterprise clients.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Artificial intelligence has turned from a software race into an infrastructure arms race. The companies building the biggest AI models are discovering that chips, data centers, and electricity are becoming the limiting factors -- not customer interest.
Google Cloud's $462 billion backlog, which nearly doubled in one quarter, represents over 10 times its annual revenue, with most converting within 24 months.
Google's mandate requiring engineers to use AI to generate code creates internal GPU competition that further strains the same infrastructure already sold to enterprise clients.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Artificial intelligence has turned from a software race into an infrastructure arms race. The companies building the biggest AI models are discovering that chips, data centers, and electricity are becoming the limiting factors -- not customer interest.
