Runpod , the high-performance cloud computing and GPU platform designed specifically for AI development, today launched a new open source, MIT licensed, enterprise-friendly Python programming tool called Runpod Flash — and it is poised to make creation, iteration and deployment of AI systems inside and outside of foundation model labs much faster. The tool aims to eliminate some of the biggest bar...
Runpod , the high-performance cloud computing and GPU platform designed specifically for AI development, today launched a new open source, MIT licensed, enterprise-friendly Python programming tool called Runpod Flash — and it is poised to make creation, iteration and deployment of AI systems inside and outside of foundation model labs much faster. The tool aims to eliminate some of the biggest barriers and hurdles to training and using AI models today, namely, doing away with Docker packages and containerization when developing for serverless GPU infrastructure, which the company believes will speed up development and deployment of new AI models, applications and agentic workflows. Additionally, the platform is built to serve as a critical substrate for AI agents and coding assistants—such as Claude Code, Cursor, and Cline—enabling them to orchestrate and deploy remote hardware autonomously with minimal friction. Developers can utilize Flash to accomplish a diverse set of high-performance computing tasks, including cutting-edge deep learning research, model training, and fine-tuning. "We make it as easy as possible to be able to bring together the cosmos of different AI tooling that's available in a function call," said RunPod chief technology officer (CTO) Brennen Smith, in a video call interview with VentureBeat last week. The tool allows for the creation of sophisticated "polyglot" pipelines, where users can route data preprocessing to cost-effective CPU workers before automatically handing off the workload to high-end GPUs for inference. Beyond research and development, Flash supports production-grade requirements through features such as low-latency load-balanced HTTP APIs, queue-based batch processing, and persistent multi-datacenter storage. Eliminating the 'packaging tax' of AI development The core value proposition of Flash GA is the removal of Docker from the serverless development cycle. In traditional serverless GPU environments, a developer must contain...
he longest partial shutdown in US history is nearing an end as the House on Thursday passed funding for most of the Homeland Security Department, just days ahead of missed paychecks for Transportation Security Administration workers that threatened to throw airports into chaos for a second time this year. The Senate unanimously passed the funding package weeks ago, and the White House has said Pre...
he longest partial shutdown in US history is nearing an end as the House on Thursday passed funding for most of the Homeland Security Department, just days ahead of missed paychecks for Transportation Security Administration workers that threatened to throw airports into chaos for a second time this year. The Senate unanimously passed the funding package weeks ago, and the White House has said President Donald Trump will sign it. Republican Steve Daines joined to discuss as well as the looming FISA deadline. Sen. Daines said the Senate easily pass a 45-day extension of a government surveillance authority to give more time to come up with an agreement to extend the law for a longer term. (Source: Bloomberg)
Scott Rubner, head of equity and equity derivatives strategy at Citadel Securities, says he is not seeing a decline in AI spending and demand. He discusses the buying opportunity he sees in US megacap tech stocks and why he’s bullish on consumer trading. Rubner speaks with Dani Burger on the sidelines of Bloomberg House Miami. (Source: Bloomberg)
Scott Rubner, head of equity and equity derivatives strategy at Citadel Securities, says he is not seeing a decline in AI spending and demand. He discusses the buying opportunity he sees in US megacap tech stocks and why he’s bullish on consumer trading. Rubner speaks with Dani Burger on the sidelines of Bloomberg House Miami. (Source: Bloomberg)
Coroner says none of the five civilians killed in incident in Belfast during Troubles should have been shot British army soldiers “lost control” and used force that was “not reasonable” in the killing of five civilians in Northern Ireland in 1972, an inquest judge has ruled. Four of the victims – two teenagers, a father of six and a Catholic priest – posed no risk when they were shot in the Spring...
Coroner says none of the five civilians killed in incident in Belfast during Troubles should have been shot British army soldiers “lost control” and used force that was “not reasonable” in the killing of five civilians in Northern Ireland in 1972, an inquest judge has ruled. Four of the victims – two teenagers, a father of six and a Catholic priest – posed no risk when they were shot in the Springhill and Westrock areas of west Belfast on 9 July 1972, Mr Justice Scoffield said on Thursday. Continue reading...
Intel CEO Lip-Bu Tan became the latest technocrat to embrace quantum computing on Thursday as privately held PsiQuantum announced he would be joining the company’s board. It’s a big step for someone who has previously cited quantum computing as a strategic priority. Back in February, Tan described quantum as “another big area coming up is around the corner” in relation to how large amounts of data...
Intel CEO Lip-Bu Tan became the latest technocrat to embrace quantum computing on Thursday as privately held PsiQuantum announced he would be joining the company’s board. It’s a big step for someone who has previously cited quantum computing as a strategic priority. Back in February, Tan described quantum as “another big area coming up is around the corner” in relation to how large amounts of data are processed.
Intel CEO Lip-Bu Tan became the latest technocrat to embrace quantum computing on Thursday as privately held PsiQuantum announced he would be joining the company’s board. It’s a big step for someone who has previously cited quantum computing as a strategic priority. Back in February, Tan described quantum as “another big area coming up is around the corner” in relation to how large amounts of data...
Intel CEO Lip-Bu Tan became the latest technocrat to embrace quantum computing on Thursday as privately held PsiQuantum announced he would be joining the company’s board. It’s a big step for someone who has previously cited quantum computing as a strategic priority. Back in February, Tan described quantum as “another big area coming up is around the corner” in relation to how large amounts of data are processed.
NVIDIA (NASDAQ:NVDA) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep recycling around Microsoft (NASDAQ:MSFT)’s 50-day moving average. But here’s what you should actually be watching. The case against chasing NVIDIA at this level is straightforward. The stock trades ... Everyone’s Talking About NVIDIA. Smart Money ...
NVIDIA (NASDAQ:NVDA) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep recycling around Microsoft (NASDAQ:MSFT)’s 50-day moving average. But here’s what you should actually be watching. The case against chasing NVIDIA at this level is straightforward. The stock trades ... Everyone’s Talking About NVIDIA. Smart Money Is Watching CrowdStrike Instead
As earnings season continues in earnest next week, companies including Repligen and HubSpot could exceed Wall Street expectations and see their stocks gain as a result. Even though many of the biggest stocks will have already posted earnings, next week still sees reports from 121 companies in the S & P 500 , or approximately a quarter of the index. Two that are also in the Dow Jones Industrial Ave...
As earnings season continues in earnest next week, companies including Repligen and HubSpot could exceed Wall Street expectations and see their stocks gain as a result. Even though many of the biggest stocks will have already posted earnings, next week still sees reports from 121 companies in the S & P 500 , or approximately a quarter of the index. Two that are also in the Dow Jones Industrial Average — Walt Disney and McDonald's — will headline the week, which will see a big showing from restaurant chains, media companies and gig economy platforms. CNBC Pro screened data from Bespoke Investment Group to find companies reporting earnings next week that have a solid track record of beating analysts' expectations, and often see their shares rise afterward. To be included the table below, companies had to have beaten analysts' consensus earnings per share estimates at least 75% of the time, and then average a gain of 2% or more the first day after posting their latest financials. Life sciences company Repligen reports earnings next Tuesday, and the stock on average has risen 3.1% following each report. Earlier this month, Rothschild & Co. Redburn initiated research coverage of Repligen with a buy rating. "We launch coverage of Repligen, a pure-play bioprocessing company and leader in continuous manufacturing. Its premium valuation is justified by our forecast sector-leading mid-term revenue and adjusted EPS CAGRs of 15% and 29% respectively," wrote analyst Natalya Davies. The investment bank's 12-month price target of $160 implies upside of about 41% from current levels. Software products developer HubSpot reports earnings next Thursday. Shares have on average risen 3.1% after it's reported earnings. Last month, Bank of America resumed research coverage of the stock with a buy rating and $300 price objective, implying that shares could rally roughly 32% from where they are today. "HubSpot shares are down 71% from their 2025 highs, reflecting waning investor confidence ...
In this article MSFT GOOGL META AMZN INTC NVDA AMD Follow your favorite stocks CREATE FREE ACCOUNT Google CEO Sundar Pichai gestures during a meeting with France's President Emmanuel Macron on the sidelines of the AI Impact Summit in New Delhi on Feb. 19, 2026. Ludovic Marin | Afp | Getty Images Wall Street analysts estimate total AI capital expenditures could now climb above $1 trillion in 2027, ...
In this article MSFT GOOGL META AMZN INTC NVDA AMD Follow your favorite stocks CREATE FREE ACCOUNT Google CEO Sundar Pichai gestures during a meeting with France's President Emmanuel Macron on the sidelines of the AI Impact Summit in New Delhi on Feb. 19, 2026. Ludovic Marin | Afp | Getty Images Wall Street analysts estimate total AI capital expenditures could now climb above $1 trillion in 2027, following even bigger spending plans unveiled by the hyperscalers during Wednesday's tech earnings. Both Evercore and Bank of America placed 2027 capex in excess of a $1 trillion after the earnings calls, with 2026 estimates rising to between $800 and $900 billion. "Cap-ex continues to soar as demand outpaces supply and pricing increases," analysts for Jefferies said in a Thursday note to investors. This year's spending projections were up across the board, with Google parent Alphabet up 4% to $185 billion, Amazon up 1% to $200 billion, Meta up 8% to $135 billion, and Microsoft up a whopping 24% to $190 billion, according to a tally by Bank of America. Tech CEOs are projecting confidence about their artifical intelligence investments as evidence of monetization, such as ramping cloud revenue, flows through to the latest earnings reports, but the amped spending is still generating skepticism among investors. Amazon CEO Andy Jassy said the company is "confident in the long term capex investments we're making," projecting $200 billion in buildout for the year . First-quarter cloud revenue for Alphabet surged 63% on the year, prompting about a 10% jump in its stock. CFO Anat Ashkenazi said Wednesday that capex plans are increasing to meet "robust demand." Investors are hunting returns The overall cost of the AI buildout has been causing heads to spin, but analysts say they're seeing flowthrough from investments to revenue as valuations and market caps surge. "Cap-ex keeps climbing, but [return on investment] ROI is evident via ~$2 trillion backlog and accelerating cloud growth,...
Maddie Meyer/Getty Images News Moderna ( MRNA ) is scheduled to report first-quarter earnings on Friday, May 1, before market open, with investors looking for signs of stabilization after a prolonged post-pandemic downturn. The company has struggled since the end of the COVID-19 windfall, with revenues declining
Maddie Meyer/Getty Images News Moderna ( MRNA ) is scheduled to report first-quarter earnings on Friday, May 1, before market open, with investors looking for signs of stabilization after a prolonged post-pandemic downturn. The company has struggled since the end of the COVID-19 windfall, with revenues declining
Welcome back to Soundbite. This week, we take a look at the wave of AI-generated podcasts, “podslop” to some, that’s flooding the listening platforms. If you appreciate this kind of work, please support it and subscribe . Reach me through email . Up first, here’s what I’m reading and writing this week. Spotify Technology SA reported earnings this week. Investors were none too pleased. The stock sa...
Welcome back to Soundbite. This week, we take a look at the wave of AI-generated podcasts, “podslop” to some, that’s flooding the listening platforms. If you appreciate this kind of work, please support it and subscribe . Reach me through email . Up first, here’s what I’m reading and writing this week. Spotify Technology SA reported earnings this week. Investors were none too pleased. The stock saw its most significant drop in four years as stockholders didn’t love the projected operating income and hope to see the company keeping costs low. Also this week, the platform announced that a selection of Peloton Interactive Inc. classes are now available on the service. We told you in January that something like this was in the works. It’s apparently consolidation season. Concord and BMG announced their intention to merge into one mega-music company, confirming a scoop of ours from January. We also broke the news on Friday that SiriusXM Holdings Inc. and iHeartMedia Inc. are in talks about a possible merger. (SiriusXM didn’t comment on our reporting on its earnings call today.) My colleague Cecilia D’Anastasio dives into how and why the looksmaxxer Clavicular seemingly dominated our discourse. One word: clips. Dwight Garner writes about how the rise of AI and decimation of books coverage might impact literature: “Not long ago, someone estimated that there were seven full-time book critics left in America. With The Post’s Book World gone, that number has dropped to five.” We’re only at the start of AI-generated podcasts Eight months ago, a new podcast startup made a splash. Inception Point AI hit the scene with a Hollywood Reporter feature that noted it was producing 3,000 podcast episodes a week across 5,000 shows. Industry watchers quickly derided the company’s efforts, while Jeanine Wright, co-founder, doubled down . “They are upset because they know this is the future,” she told me. Those numbers now sound quaint. I caught up with Wright a few weeks ago, and she provi...
Shares of Cardinal Health are taking a hit on Thursday after the drug distributor reported mixed quarterly results. We're not buyers of the dip just yet. Revenue for the three months ending March 31 increased 11% year over year to $60.94 billion, missing expectations of $61.7 billion, according to LSEG. Adjusted earnings per share (EPS) came in at $3.17, ahead of the $2.79 consensus estimate compi...
Shares of Cardinal Health are taking a hit on Thursday after the drug distributor reported mixed quarterly results. We're not buyers of the dip just yet. Revenue for the three months ending March 31 increased 11% year over year to $60.94 billion, missing expectations of $61.7 billion, according to LSEG. Adjusted earnings per share (EPS) came in at $3.17, ahead of the $2.79 consensus estimate compiled by LSEG. CAH 1Y mountain Cardinal Health 1-year return Bottom line Good, not great, is how Jim Cramer described Cardinal Health's performance during Thursday's Morning Meeting . While sales missed the mark across all three operating segments, overall profitability was strong — except for the Global Medical Products and Distribution segment, where Cardinal's tariff exposure lies — and free cash flow was three times the Street's consensus estimate. On the call with investors, CFO Aaron Alt said fluctuations in the sales mix between GLP-1s, IRA changes, and generics weighed on Pharmaceutical and Specialty Solutions segment revenues, while Global Medical Products and Distribution sales were held back by lower distribution volumes. In addition, the team raised its outlook for full-year earnings. However, only 13 cents of the 50-cent increase at the midpoint is attributable to improved operational performance, with the remainder attributable to taxes, share repurchases, and interest/other expenses. Still better than Street expectations, just not by as much. So, where do we stand now? Obviously, we wish we hadn't initiated Cardinal in early March, ahead of the quarter. However, hindsight is 20/20, and the only thing that matters now is where the stock is going. At $190 apiece, shares are trading at about 16 times estimates for fiscal year 2027, which ends in June 2027. That puts us on the lower end of the roughly 15-21 times range we've seen over the past year, and the lowest we've seen since October of last year. We still wouldn't rush into the stock, which is down more than ...