There's a new player emerging in the world of artificial intelligence (AI) infrastructure. Over the last month, shares of Poet Technologies (NASDAQ: POET) have surged by more than 100% amid heavy trading volume and speculation about the company's future role in AI data centers. Is Poet poised to become the next big winner in AI infrastructure, or is this yet another hype-fueled meme narrative dest...
There's a new player emerging in the world of artificial intelligence (AI) infrastructure. Over the last month, shares of Poet Technologies (NASDAQ: POET) have surged by more than 100% amid heavy trading volume and speculation about the company's future role in AI data centers. Is Poet poised to become the next big winner in AI infrastructure, or is this yet another hype-fueled meme narrative destined for a sharp reversal? Continue reading
Volodymyr Zakharov/iStock via Getty Images The war in Ukraine is accelerating a broader shift in modern combat, where low-cost drones are increasingly replacing traditional battlefield roles once defined by human skill and endurance. Tasks that historically relied on specialized soldiers, including reconnaissance and precision targeting, are now being executed more quickly and efficiently by unman...
Volodymyr Zakharov/iStock via Getty Images The war in Ukraine is accelerating a broader shift in modern combat, where low-cost drones are increasingly replacing traditional battlefield roles once defined by human skill and endurance. Tasks that historically relied on specialized soldiers, including reconnaissance and precision targeting, are now being executed more quickly and efficiently by unmanned systems, The Wall Street Journal reported Thursday. Drones offer a combination of advantages that are difficult for human operators to match. They provide wider visibility, faster maneuverability and the ability to strike targets with minimal risk to personnel. Their relatively low cost also changes the economics of warfare, allowing forces to trade expendable equipment for missions that once carried significant human risk. Speed and efficiency redefine combat The integration of drones has dramatically compressed the timeline between detection and attack. Where traditional targeting methods could take several minutes and require coordination across multiple roles, drone operators can now identify and strike targets almost instantly. This shift reflects a broader trend toward real-time, data-driven warfare, where decision cycles are shortened and battlefield responsiveness becomes a decisive advantage. The result is a system that favors speed, automation and continuous surveillance over slower, human-dependent processes. Changing roles for traditional forces As drone capabilities expand, conventional roles such as snipers, artillery spotters and even armored units are being reassessed. Many of these functions are becoming less central or are being reconfigured to support drone operations instead. At the same time, the growing presence of aerial surveillance has made traditional tactics more dangerous. Persistent monitoring and thermal imaging reduce opportunities for concealment, increasing risk for soldiers operating close to enemy lines. Not a full replacement, but a r...
hapabapa Klarna ( KLAR ) stock climbed 5.6% in Thursday premarket trading after the fintech that offers consumers flexible financing options delivered stronger-than-expected Q1 adjusted operating profit as its provision for credit losses dipped from the prior quarter. It reaffirmed its 2026 guidance but issued weak Q2 The provider of buy now, pay later, or BNPL, financing expects Q2 revenue of $96...
hapabapa Klarna ( KLAR ) stock climbed 5.6% in Thursday premarket trading after the fintech that offers consumers flexible financing options delivered stronger-than-expected Q1 adjusted operating profit as its provision for credit losses dipped from the prior quarter. It reaffirmed its 2026 guidance but issued weak Q2 The provider of buy now, pay later, or BNPL, financing expects Q2 revenue of $960M-$1.00B (midpoint $980M vs. $1.06B consensus) and adjusted operating profit of $30M-$60M (midpoint $45M) vs. the Visible Alpha consensus of $48M and $68M reported in Q1 2026. Gross merchandise value, or GMV, is expected to increase to $35.5B-$36.5B vs. the Visible Alpha consensus of $37.9B, and transaction margin dollars, or TMD, of $375M-395M. For the full year, Klarna ( KLAR ) repeated its guidance for GMV exceeding $155B (vs. the Visible Alpha estimate of $156.1B), revenue exceeding 2.8% of GMV, TMD of over 1.04% of GMV, and adjusted profit margin topping 6.9% of revenue. Q1 GMV of $33.7B, missing the Visible Alpha estimate of $35.5B, increased 33% Y/Y, accelerating from the 32% Y/Y growth it clocked in Q4 2025. Fair Financing GMV grew 138% Y/Y vs. 165% growth in Q4. The revenue take rate for Q1 rose to 3.00% from 2.80% in Q4 and 2.77% in Q1 2025. Q1 adjusted operating profit of $68M, beating the $12M Visible Alpha estimate, jumped from $47M in the prior quarter and $3M a year ago. Q1 total revenue of $1.01B, topping the $943.9M consensus, decreased from $1.08B in Q4 (which includes the holiday shopping season) and climbed from $701M in last year's Q1. Transaction margin increased to 44% from 39% in the previous quarter and 9% in the year-ago quarter. Provision for credit losses dropped to $166M, vs. the $220M Visible Alpha estimate, from $250M in the previous quarter and increased from $136M in the year-ago period. Conference call at 8:30 AM ET. More on Klarna Klarna: Q1 Earnings Will Test The Profitability Narrative Klarna: A Mispriced Fintech Hidden Behind Accountin...
Sky-Blue Creative POET Technologies ( POET ) shares surged more than 24% in premarket trading on Thursday after it unveiled a deal with Lumilens for optical networking that could be worth $500M over the life of the agreement. Lumilens has placed an initial purchase order with POET for the manufacturing of electrical-optical interposer-based engines for $50M. The deal could eventually result in pur...
Sky-Blue Creative POET Technologies ( POET ) shares surged more than 24% in premarket trading on Thursday after it unveiled a deal with Lumilens for optical networking that could be worth $500M over the life of the agreement. Lumilens has placed an initial purchase order with POET for the manufacturing of electrical-optical interposer-based engines for $50M. The deal could eventually result in purchases worth $500M or more over a period of five years, POET said in a statement . In conjunction with the supply deal, POET granted a warrant to purchase up to 22.92M common shares. The warrant is exercisable over nine years at an exercise price of $8.25 per share. "GPU interconnects are emerging as the defining bottleneck for scaling AI, and addressing it requires rethinking the full optical stack — silicon, photonics, and packaging — together," said Lumilens CEO and founder Ankur Singla. "This joint development partnership with POET combines Lumilens' next-generation chipset and advanced optical manufacturing capabilities with wafer-level photonic integration to build a clear path to the performance, density, and economics that frontier AI deployments will demand over the next decade." “Our focus has always been on redefining the integration paradigm in photonics,” POET Chairman and CEO Dr. Suresh Venkatesan added. “This new EOI platform will allow us to jointly bring semiconductor-style manufacturing discipline to optical engines — delivering precision, scalability, and cost structure advantages that are essential for AI infrastructure at scale. Working jointly with Lumilens enables us to translate these capabilities into high-volume production and end-customer deployments for the next generation of AI data centers.” Engineering samples from the agreement are expected later this year and shipments to hyperscalers are expected to ramp in 2027. More on POET Technologies POET Technologies: The Human Element Slammed The Stock, But I'm Still At 'Buy' POET Technologies: A Val...
The post Missed Nvidia? Missed Tesla? The ‘ChatGPT of Marketing’ Is Available at $0.95/Share — Final Days to Invest by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . Missed Nvidia or Tes...
The post Missed Nvidia? Missed Tesla? The ‘ChatGPT of Marketing’ Is Available at $0.95/Share — Final Days to Invest by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . Missed Nvidia or Tesla early? This is an early-stage AI opportunity at $0.95 a share. Final days to invest. In 1999, $1,000 at Nvidia’s IPO would be worth over $2.5M today. In 2010, that same amount invested in Tesla’s 2010 IPO would be worth over $300,000 today. RAD Intel could be the next early-stage story investors talk about, and right now it’s available at $0.95/share in their Reg A+ round. RAD Intel pairs its AI driven platform with AIBO — Artificial Intelligence Buyout Strategy — to scale performance across an entire portfolio of Fortune 1000 brands and tier 1 acquisitions. They plug each into the platform, and their performance scales quickly. RAD Intel comes to market with: An executive team with experience across more than 225 M&A transactions Over $75M raised to date and reported 4,900% valuation growth over four years* Marketing division has delivered up to 4X ROI for direct clients like Hasbro, MGM, and Skechers. Agency partners leveraging our award-winning AI across brands like F1, Porsche, L’Oréal, Sephora, the World Cup, Nissan, and more.** Backing from Adobe, along with 20,000+ investors, including insiders from Google, Meta, Amazon, and YouTube.** Capitalizing On a 14-Year AI Head Start Global advertising holding companies like WPP, IPG, and Publicis are actively buying into the AI infrastructure that guides reach, relevance, and ROI. RAD Intel already operates on that layer with a fourteen-year head start and a platform that is scaling across direct enterprise clients and agency partner activations. Fast Company called RAD Intel “a groundbreaking step for the Creator Economy...
'Lost Confidence In Leadership': UK PM Starmer 'Out' Odds Jump As Wes Streeting Resigns With UK PM Starmer's leadership under increasing scrutiny, UK Health Secretary, Wes Streeting, has issued a statement via social media that he is resigning his post. Streeting says that while there are good reasons to remain in post, he has lost confidence in Starmer’s leadership : "As you know from our convers...
'Lost Confidence In Leadership': UK PM Starmer 'Out' Odds Jump As Wes Streeting Resigns With UK PM Starmer's leadership under increasing scrutiny, UK Health Secretary, Wes Streeting, has issued a statement via social media that he is resigning his post. Streeting says that while there are good reasons to remain in post, he has lost confidence in Starmer’s leadership : "As you know from our conversation earlier this week, having lost confidence in your leadership , I have concluded that it would be dishonourable and unprincipled to [remain in post] ." He went on: " It is now clear that you will not lead the Labour Party into the next general election and that Labour MPs and Labour unions want the debate about what comes next to be a battle of ideas, not of personalities or petty factionalism. Setting out the reasons for his resignation, he pointed to last week's "unprecedented" local elections results, in which the government's "unpopularity" was "a major and common factor" across Britain, the threat of Reform UK as one of the key reasons for his departure from government, and policy "mistakes". "Where we need vision, we have a vacuum. Where we need direction, we have drift. This was underscored by your speech on Monday," he wrote. pic.twitter.com/9qI2Bj35ZK — Wes Streeting (@wesstreeting) May 14, 2026 Streeting is widely thought to be planning to challenge Starmer for the Labour leadership, but he does not announce the start of a formal bid in his letter. For now there is little to no reaction in GBP or gilts (as several market observers believe any new leadership will deliver more orthodox and less "free shit" fiscal policies) but Polymarket shows the odds of Starmer being gone by the end of May are soaring... Allies of Mr Streeting, who handed in his resignation as the Health Secretary on Thursday, have made little secret that he is ready to become prime minister and has a comprehensive plan to change the country . Here is The Telegraph laying out what a Streeting...
President Donald Trump onstage at the Treasury Department's Trump Accounts Summit, in Washington, Jan. 28, 2026. Kevin Lamarque | Reuters A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. With the Trump administration weighing whether ...
President Donald Trump onstage at the Treasury Department's Trump Accounts Summit, in Washington, Jan. 28, 2026. Kevin Lamarque | Reuters A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. With the Trump administration weighing whether to allow stock donations to "Trump Accounts" for American children, the potential expansion is raising questions about the legal path — and highlighting the powerful tax benefits — to doing so. "We all want to maximize more multi-billion gifts into kids accts & the gifts may be cash / shares!" wrote Brad Gerstner, the hedge fund manager who pioneered the investment accounts, in a post on X last week after the New York Times first reported the discussions. The move would mean a notable change to the program, which currently requires contributions to be made in cash. Michael and Susan Dell, for instance, have pledged to donate $6.25 billion to seed "Trump Accounts" for 25 million children aged 10 and under in ZIP codes with a median income of $150,000 or less. The structure already comes with tax benefits: Donors can use pre-tax dollars for charitable contributions to benefit a qualified class of beneficiaries. But permitting stock contributions to the accounts would allow donors to offload appreciated shares without paying capital gains tax. Like with other charitable contributions, they can also deduct the stock's fair-market value against their income. The double tax benefit would be similar to that of gifting appreciated stock to donor-advised funds and other charitable entities. "It's a popular practice for particularly high-income taxpayers that would otherwise be paying a high rate," said Will McBride, chief economist of the Tax Foundation. "I think it would make sense that they would try to extend the law to apply here." "This initiative has Trump's name on it so I th...
mizoula Madison Square Garden Sports Corp. ( MSGS ) is attracting attention as the deep run of the New York Knicks basketball team throws a bright spotlight on the potential of a spinoff of the sports asset along with the New York Rangers hockey team. Susquehanna boosted its price target on Madison Square Garden Sports Corp. ( MSGS ) to $404 from $388. Analyst Joseph Stauff pointed to the New York...
mizoula Madison Square Garden Sports Corp. ( MSGS ) is attracting attention as the deep run of the New York Knicks basketball team throws a bright spotlight on the potential of a spinoff of the sports asset along with the New York Rangers hockey team. Susquehanna boosted its price target on Madison Square Garden Sports Corp. ( MSGS ) to $404 from $388. Analyst Joseph Stauff pointed to the New York Knicks' franchise value in comparison to its implied publicly traded discount and extra home playoff games, and he factored in the potential of a partial monetization. Stauff pointed to those drivers as the basis behind the stock's run, given the Knicks' strong playoff run to get to the Eastern Conference finals and now being the favorite to get to the NBA finals. "Obviously it's impossible to handicap odds of an actual monetization, but we think a higher PT on the stock is justified because outside capital is required in order to fund the likely annual FCF burn to occur starting in fiscal 2028 from the new tax law that prevents the tax deductibility of its 5 largest employees (will cost +$60m for the Knicks based on projection of next year's payroll)," he updated. Shares of Madison Square Garden Sports (MSG) are up more than 6% over the last week and are 76% higher over the last 52 weeks amid the spinoff focus. More on Madison Square Garden Madison Square Garden Sports Group: Ride The Momentum Madison Square Garden: A Potential Spin-Off And A Vanishing Discount Madison Square Garden Q1 2026 Earnings Preview MSG Sports gains as Seaport sees positives ahead of possible spin-out of Knicks, Rangers Seeking Alpha’s Quant Rating on Madison Square Garden
The average waiting time for long and short-term general applicants for subsidised public rental housing in Hong Kong had fallen to 4.7 years as of March, authorities said, marking the first time it has dropped below five years under the current administration. Despite the decrease in the “composite figure”, which included light public flats, the average waiting time for a standard public rental h...
The average waiting time for long and short-term general applicants for subsidised public rental housing in Hong Kong had fallen to 4.7 years as of March, authorities said, marking the first time it has dropped below five years under the current administration. Despite the decrease in the “composite figure”, which included light public flats, the average waiting time for a standard public rental home remained unchanged at 5.6 years, according to data released on Thursday. The Housing Bureau said...