Investing.com -- The recent selloff in companies with high exposure to artificial intelligence has been “indiscriminate,” creating openings for investors to identify businesses with durable strategies as AI adoption accelerates, Evercore ISI analysts told investors in a note Monday.
Investing.com -- The recent selloff in companies with high exposure to artificial intelligence has been “indiscriminate,” creating openings for investors to identify businesses with durable strategies as AI adoption accelerates, Evercore ISI analysts told investors in a note Monday.
Smoke billows from burning vehicles amid a wave of violence, with torched vehicles and gunmen blocking highways in more than half a dozen states, following a military operation in which a government source said Mexican drug lord Nemesio Oseguera, known as "El Mencho," was killed, in Puerto Vallarta, Jalisco, Mexico, February 22, 2026, in this screen grab obtained from a social media video. Stringe...
Smoke billows from burning vehicles amid a wave of violence, with torched vehicles and gunmen blocking highways in more than half a dozen states, following a military operation in which a government source said Mexican drug lord Nemesio Oseguera, known as "El Mencho," was killed, in Puerto Vallarta, Jalisco, Mexico, February 22, 2026, in this screen grab obtained from a social media video. Stringer | Reuters U.S. and Canadian airlines halted flights to Puerto Vallarta, Mexico, and some to Guadalajara after violence broke out in the country in the wake of the killing of a cartel leader. The U.S. State Department on Sunday told U.S. citizens to shelter in place, citing "ongoing security operations and related road blockages and criminal activity." Air Canada , American Airlines , Southwest Airlines , United Airlines and others canceled flights to Puerto Vallarta, a popular tourist destination on Mexico's Pacific coast, and to Guadalajara, which is also in the Jalisco state. Airlines waived change fees for affected travelers. Read more CNBC airline news United Airlines is overhauling its MileagePlus loyalty program to favor credit cardholders Spirit Airlines sells more planes, calls back 500 flight attendants from furlough ahead of spring break FAA abruptly halted El Paso flights over Defense Department’s plans for anti-drone technology Pressure mounts on American Airlines CEO as carrier lags rivals Southwest ends open seating after 54 years. Here’s what the last flight was like
(RTTNews) - Visible Gold Mines Inc. (VGMIF, VGD.V), on Monday announced the appointment of Jean-Marc Lacoste as President, Chief Executive Officer and Director, effective immediately.
(RTTNews) - Visible Gold Mines Inc. (VGMIF, VGD.V), on Monday announced the appointment of Jean-Marc Lacoste as President, Chief Executive Officer and Director, effective immediately.
JHVEPhoto ServiceNow ( NOW ) has signed a multi-year partnership with India's Tata Consultancy Services to help enterprises speed up AI adoption across their businesses and functions. Under the collaboration, TCS will develop solutions on the ServiceNow platform that will use trusted AI and a unified governance model to make enterprise workflows more efficient, proactive, and insight-driven. These...
JHVEPhoto ServiceNow ( NOW ) has signed a multi-year partnership with India's Tata Consultancy Services to help enterprises speed up AI adoption across their businesses and functions. Under the collaboration, TCS will develop solutions on the ServiceNow platform that will use trusted AI and a unified governance model to make enterprise workflows more efficient, proactive, and insight-driven. These solutions will be offered via TCS' AI-led, autonomous global business solutions portfolio. "Together with TCS, we are helping enterprises move beyond isolated AI experiments by building agentic AI natively into workflows, modernizing legacy environments, and driving measurable business outcomes," said Amit Zavery, president, chief operating officer, and chief product officer at ServiceNow. The companies noted that currently, TCS is the largest user of ServiceNow's IT Asset Management, deploying the offering across thousands of devices used by TCS' workforce over a period of three months. More on ServiceNow ServiceNow: Artificial Intelligence As A Massive Opportunity, Not An Existential Risk ServiceNow: Rising From The Ashes Of The SaaSpocalypse ServiceNow: AI Demand Soars While Investors Fear The Wrong Risk BNP Paribas analyzes SaaS valuations using SBC, sees upside in ServiceNow, Adobe ServiceNow edges up after executives cancel stock sale plans
A powerful winter storm has cut off New York City, grounding thousands of flights, as 41 million people along the US East Coast brace for blizzard conditions. (Source: Bloomberg)
A powerful winter storm has cut off New York City, grounding thousands of flights, as 41 million people along the US East Coast brace for blizzard conditions. (Source: Bloomberg)
The ACC-MSA aims to accelerate interoperability and innovation for next-generation copper interconnect solutionsSANTA CLARA, Calif., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Thirteen global leaders in networking, semiconductors and cabling have joined forces to form the Active Copper Cable Multi-Source Agreement (ACC-MSA). This consortium is committed to defining specifications that will enable a robust ...
The ACC-MSA aims to accelerate interoperability and innovation for next-generation copper interconnect solutionsSANTA CLARA, Calif., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Thirteen global leaders in networking, semiconductors and cabling have joined forces to form the Active Copper Cable Multi-Source Agreement (ACC-MSA). This consortium is committed to defining specifications that will enable a robust ecosystem of interoperable ACC solutions, addressing one of the industry’s biggest challenges: reduc
400tmax/iStock Unreleased via Getty Images Introduction Given my obsession with the tech sector, AI, and, in general, innovation, it's weird that I did not have many opportunities to cover Alphabet Inc. ( GOOG )( GOOGL ) here on Seeking Alpha. The only article I’ve written about this company was the breakdown of its acquisition of an energy company it had been working with for some time previously...
400tmax/iStock Unreleased via Getty Images Introduction Given my obsession with the tech sector, AI, and, in general, innovation, it's weird that I did not have many opportunities to cover Alphabet Inc. ( GOOG )( GOOGL ) here on Seeking Alpha. The only article I’ve written about this company was the breakdown of its acquisition of an energy company it had been working with for some time previously. To be fair, the topic is timely and important, given that the next major bottleneck for AI, after memory , most likely, will be energy. Google isn’t waiting for that to happen and acquires companies that could help it power its data centers right where they are located, entirely avoiding grid restraints. Back then (it was only 2 months ago), I gave Alphabet a Hold rating, mostly to signal that I don’t view this acquisition as a short-term catalyst. Looking long-term, I view today’s level as attractive to initiate a position, and today I will explain why. Previous Analysis Before I get to the business and address the issues that worry the market, I have a confession to make. I bought Alphabet stock right after April’s 2025 decline for about $150, and I sold it a few months later to rotate the money into different holdings at around $170. Back then, it looked like Alphabet might not be working hard enough on catching up to the LLM and AI race in general, and even though I realized the company has an enormous amount of data, which it can use to progress in this race, I decided to diversify into a different sector entirely, investing in a value opportunity. To be fair, we are talking about my family portfolio, which I try to keep non-risky (at least compared to my own portfolio today), but back then, it was the only portfolio I managed actively. I re-entered my position not long ago, and now I am at about break-even levels. Probably this is the reason I never initiated coverage, as I just felt like I didn’t do too well in understanding the company. But hey, we are here exactl...
2026 could be a massive year for initial public offerings, with AI leaders OpenAI and Anthropic considering public market debuts, along with Elon Musk's SpaceX. SpaceX has been in the news a lot recently. A Feb. 2 blog post from Elon Musk announced a private markets merger between SpaceX and xAI, Musk's AI company, along with Musk's description of his intention to launch AI data centers in space. ...
2026 could be a massive year for initial public offerings, with AI leaders OpenAI and Anthropic considering public market debuts, along with Elon Musk's SpaceX. SpaceX has been in the news a lot recently. A Feb. 2 blog post from Elon Musk announced a private markets merger between SpaceX and xAI, Musk's AI company, along with Musk's description of his intention to launch AI data centers in space. The merger was reportedly made at a valuation of $1.25 trillion, with SpaceX valued at $1 trillion and xAI valued at $250 billion. Meanwhile, news reports claim the company is aiming for a $1.5 trillion valuation for its upcoming IPO. Continue reading
400tmax/iStock Unreleased via Getty Images Introduction Given my obsession with the tech sector, AI, and, in general, innovation, it's weird that I did not have many opportunities to cover Alphabet Inc. ( GOOG )( GOOGL ) here on Seeking Alpha. The only article I’ve written about this company was the breakdown of its acquisition of an energy company it had been working with for some time previously...
400tmax/iStock Unreleased via Getty Images Introduction Given my obsession with the tech sector, AI, and, in general, innovation, it's weird that I did not have many opportunities to cover Alphabet Inc. ( GOOG )( GOOGL ) here on Seeking Alpha. The only article I’ve written about this company was the breakdown of its acquisition of an energy company it had been working with for some time previously. To be fair, the topic is timely and important, given that the next major bottleneck for AI, after memory , most likely, will be energy. Google isn’t waiting for that to happen and acquires companies that could help it power its data centers right where they are located, entirely avoiding grid restraints. Back then (it was only 2 months ago), I gave Alphabet a Hold rating, mostly to signal that I don’t view this acquisition as a short-term catalyst. Looking long-term, I view today’s level as attractive to initiate a position, and today I will explain why. Previous Analysis Before I get to the business and address the issues that worry the market, I have a confession to make. I bought Alphabet stock right after April’s 2025 decline for about $150, and I sold it a few months later to rotate the money into different holdings at around $170. Back then, it looked like Alphabet might not be working hard enough on catching up to the LLM and AI race in general, and even though I realized the company has an enormous amount of data, which it can use to progress in this race, I decided to diversify into a different sector entirely, investing in a value opportunity. To be fair, we are talking about my family portfolio, which I try to keep non-risky (at least compared to my own portfolio today), but back then, it was the only portfolio I managed actively. I re-entered my position not long ago, and now I am at about break-even levels. Probably this is the reason I never initiated coverage, as I just felt like I didn’t do too well in understanding the company. But hey, we are here exactl...
DNY59/iStock via Getty Images By Ashok Bhatia, CFA Fixed income markets have shown relative calm versus other risk assets since the start of the year. That is unlikely to last, creating challenges and opportunities. Much of our focus recently has been on the market impact of geopolitical events, the threat of AI-related disruption and oscillating capex concerns, and the sector rotation reshaping e...
DNY59/iStock via Getty Images By Ashok Bhatia, CFA Fixed income markets have shown relative calm versus other risk assets since the start of the year. That is unlikely to last, creating challenges and opportunities. Much of our focus recently has been on the market impact of geopolitical events, the threat of AI-related disruption and oscillating capex concerns, and the sector rotation reshaping equities. Since the start of the year, these forces have driven short, sharp bouts of equity market turbulence, often followed quickly by emphatic recoveries. Volatility in commodities and precious metals has also been especially pronounced—if not outright wild in a few areas. In contrast, global rates and credit markets have so far shown greater poise than their risk-asset cousins. Most developed market government bond curves (outside Japan) have been broadly stable, and credit spreads continue to trade at or near historic tights. In our view, there are good reasons for this—but we would caution against being lulled into complacency. Even as the macro backdrop appears constructive—with a monetary easing bias, disinflationary trends, and expectations for firmer growth—there are still clear vulnerabilities that could disrupt the calm. The U.S. Supreme Court’s landmark ruling on Friday that the administration’s tariffs are illegal is one issue with some disruptive potential. Others include escalating tensions over Iran, the midterm elections in November, and the prospect of a new European Central Bank chair early next year. At the market level, the stresses emerging in the U.S. private credit market are also a growing concern. Against this backdrop, fixed income security selection and global diversification matter more than usual—particularly as tail risk rises—a view we set out in our Fixed Income Investment Outlook at the end of last year. A New Fed Chair and Divergent Macro Opportunities Barring any seismic inflation shock, the most significant known event in global rates t...
JHVEPhoto Lumentum ( LITE ) was in focus on Monday as Hong Kong-based GF Securities upped its price target on the telecom equipment company, noting 2027 is likely to be a "key inflection year." Shares slipped 0.8% in premarket trading. "We see 2027 as a key inflection year for Lumentum, driven by CPO/NPO adoption across both scale-out and scale-up AI," analyst Jeff Pu wrote in a note to clients. "...
JHVEPhoto Lumentum ( LITE ) was in focus on Monday as Hong Kong-based GF Securities upped its price target on the telecom equipment company, noting 2027 is likely to be a "key inflection year." Shares slipped 0.8% in premarket trading. "We see 2027 as a key inflection year for Lumentum, driven by CPO/NPO adoption across both scale-out and scale-up AI," analyst Jeff Pu wrote in a note to clients. "We expect total CPO/NPO laser revenue to reach ~$124m/500m/1.7b in 2026/2027/2028, representing +389%/+305%/+245% YoY growth, and accounting for 3%/9%/20% of total revenue. For scale-out, ~80k NVIDIA CPO switches in 2027 could generate ~$273m in CW laser revenue, with additional upside from 3.2T ramps in 2028. On the scale-up side, potential CPO/NPO adoption in Rubin Ultra and future platforms offers a long-term annual revenue opportunity >$1bn, with volume ramp starting late 2027." Pu maintained his Buy rating on Lumentum and raised his price target to $765. More on Lumentum Why Lumentum Wins Over Coherent (For Now) Lumentum: AI's Hidden Bottleneck Winner Steven Cress' Top 10 AI Stocks (Recap & Update) AI-related stocks edge higher, led by networking, while CoreWeave drags hyperscalers down Lumentum should benefit as Nvidia 'accelerates' co-packaged optics: GF
Nearly every Sunday, consultant Toh Jia Jie and his wife leave their new flat in Singapore and drive north across the border to Johor for a day of cheaper shopping, pickleball and massages before returning past midnight on Monday morning. Toh, 30, is among the close to 245 million travellers who passed through Singapore’s checkpoints last year, a record high. The Immigration and Checkpoints Author...
Nearly every Sunday, consultant Toh Jia Jie and his wife leave their new flat in Singapore and drive north across the border to Johor for a day of cheaper shopping, pickleball and massages before returning past midnight on Monday morning. Toh, 30, is among the close to 245 million travellers who passed through Singapore’s checkpoints last year, a record high. The Immigration and Checkpoints Authority (ICA) said on Monday that figure represented a 6.3 per cent increase – about 14 million more...