This is the second piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece provided an overview of the five companies. This week we begin breaking down the data behind each of the individual companies. This week's focus: ...
This is the second piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece provided an overview of the five companies. This week we begin breaking down the data behind each of the individual companies. This week's focus: ...
US First Lady Melania Trump during the Presidential AI Challenge National Champion awards ceremony in the East Room of the White House in Washington, DC, US, on Tuesday, June 9, 2026. Daniel Heuer | Bloomberg | Getty Images Ahead of the official launch of Trump Accounts , First Lady Melania Trump announced a new savings and investment vehicle in conjunction with the U.S. Department of Treasury tha...
US First Lady Melania Trump during the Presidential AI Challenge National Champion awards ceremony in the East Room of the White House in Washington, DC, US, on Tuesday, June 9, 2026. Daniel Heuer | Bloomberg | Getty Images Ahead of the official launch of Trump Accounts , First Lady Melania Trump announced a new savings and investment vehicle in conjunction with the U.S. Department of Treasury that's geared toward children in foster care. "For the first time, children in foster care will have access to a dedicated investment and savings vehicle," she said in remarks. "Education and savings accounts are the first steps toward personal independence." There are more than 400,000 children in foster care in the U.S., and many are considered financially vulnerable, according to federal data . Read more CNBC personal finance coverage Trump Accounts create a 'legal backdoor' for Roth IRA wealth, tax attorney says Retirees fear running out of money. Many are spending too little instead Social Security retirement trust fund may be depleted in 2032: Trustees report College sticker prices top $100,000 at 16 schools — but many students pay less CNBC's Financial Advisor 100: Best financial advisors, top firms ranked Each year, more than 23,000 youth age out of the foster system without a permanent family, according to the National Foster Youth Initiative, a youth development organization. Those young adults are largely on their own and likely to lack access to financial resources, according to a 2024 white paper by The Foundation for Research on Equal Opportunity, a nonpartisan think tank. "They don't have parents to call when the rent is overdue, the tuition bill arrives, or they need help getting to a job interview," the researchers wrote. The new savings program was announced Thursday at an event with the first lady and Treasury Secretary Scott Bessent. It is the latest update to a broader " Fostering the Future " initiative started by the Trump administration in the fall. Sep...
In this article ORCL Follow your favorite stocks CREATE FREE ACCOUNT Oracle CEO Clay Magouyrk appears on a media tour of the Stargate AI data center in Abilene, Texas, on Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images Oracle shares tumbled 11% and headed for their worst day since January 2025, after the software maker told investors to expect an additional $20 billion capital raise while ...
In this article ORCL Follow your favorite stocks CREATE FREE ACCOUNT Oracle CEO Clay Magouyrk appears on a media tour of the Stargate AI data center in Abilene, Texas, on Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images Oracle shares tumbled 11% and headed for their worst day since January 2025, after the software maker told investors to expect an additional $20 billion capital raise while reporting negative free cash flow for the year. With Thursday's drop, the stock is now down for the year, falling about 8% and trailing the Nasdaq, which is up about 9%. For the fiscal fourth quarter, Oracle reported a beat on the top and bottom lines. Revenue jumped 21% to $19.18 billion, topping the $19.1 billion average analyst estimate, according to LSEG. Adjusted earnings per share of $2.03 exceeded the $1.96 average estimate. But Oracle's artificial intelligence buildout continues to weigh on the stock, as investors question whether the company's massive amount of spending will result in profit growth, after free cash flow in the last fiscal year came in at negative $23.7 billion. Oracle said it plans to raise $40 billion through debt and equity financing, including a $20 billion share sale announced earlier. That's after raising $43 billion in debt and $5 billion in equity in fiscal 2026. Capital expenditures jumped 162% to $55.7 billion. New CFO Hilary Maxson said net cash outlay for capex in fiscal 2027 will be around $70 billion, excluding $20 billion to $25 billion in prepayments from customers. The company maintained its previous revenue guidance of $90 billion for the 2027 fiscal year, while lifting its forecast of adjusted earnings per share to $8.05. Analysts were projecting $8.01 per share and $88.9 billion in revenue. "We believe ORCL will remain debated, but we are constructive on ORCL's AI-driven consumption growth," wrote analysts at Piper Sandler, in a report late Wednesday. They recommend buying the stock. Oracle called for $1.72 to $1.76 in adjusted e...
The industrial AI company, which Bezos co-leads with Vik Bajaj, has hired about 150 people and is building AI systems for engineering and manufacturing
The industrial AI company, which Bezos co-leads with Vik Bajaj, has hired about 150 people and is building AI systems for engineering and manufacturing
Cloud-computing giants powering the artificial intelligence boom are tapping global debt markets to fund hundreds of billions of dollars needed for data centers, chips and other infrastructure. Junk-rated CoreWeave Inc. is now following their lead. The company is seeking to raise the equivalent of $3.55 billion in US and European debt markets, including what would be the first euro-denominated jun...
Cloud-computing giants powering the artificial intelligence boom are tapping global debt markets to fund hundreds of billions of dollars needed for data centers, chips and other infrastructure. Junk-rated CoreWeave Inc. is now following their lead. The company is seeking to raise the equivalent of $3.55 billion in US and European debt markets, including what would be the first euro-denominated junk-bond offering by a US AI infrastructure company. A big portion of the offering will be in euros, €2 billion ($2.3 billion), while the dollar portion will be $1.25 billion, according to people with direct knowledge of the matter. CoreWeave is pitching six-year notes at yields between 8.5% and 8.75% for the euro tranche and about 9.75% for the dollar tranche, according to the people. JPMorgan Chase & Co. is leading the offering, the person said, asking not to be identified because the discussions are private. A representative for CoreWeave declined to comment. The euro book has attracted significant demand, with more than €7 billion in orders already, one of the people said. It is attracting interest from most of the main high-yield buyers in Europe including real money accounts, hedge funds, credit funds and even some CLOs all looking to invest in what is expected to be one of the few deals in this space in Europe, they added. “European investors have been looking for ways to gain exposure to the AI buildout, but opportunities of this scale and quality have been scarce,” said Hashem Shubber , JPMorgan’s managing director of leveraged finance capital markets. The deal underscores how US companies building AI infrastructure are broadening their funding sources, accessing investor demand for exposure to the boom in markets from Canada to Japan. Alphabet Inc. and Amazon.com Inc. have together raised the equivalent of $77 billion in non-dollar bond markets since the start of last year. Those issuers, however, all enjoy investment-grade ratings while CoreWeave is rated Ba3 by Mo...
(Bloomberg) -- Cloud-computing giants powering the artificial intelligence boom are tapping global debt markets to fund hundreds of billions of dollars needed for data centers, chips and other infrastructure. Junk-rated CoreWeave Inc. is now following their lead.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropri...
(Bloomberg) -- Cloud-computing giants powering the artificial intelligence boom are tapping global debt markets to fund hundreds of billions of dollars needed for data centers, chips and other infrastructure. Junk-rated CoreWeave Inc. is now following their lead.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Vows New Attacks on Iran, Threatens Key Energy TargetsUS Strikes Iran in Trump Escalation
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Getty Images NVIDIA ( NVDA ) remains a Strong Buy despite a recent pullback in semiconductor stocks. AI demand continues to accelerate, and the company’s latest earnings and guidance reinforce my view that Nvidia remains one of the best-positioned beneficiaries of the ongoing AI infrastructure buildout. Since my last report , Nvidia stock has gained 13.3%, outperforming the S&P 500’s 8.5% return, ...
Getty Images NVIDIA ( NVDA ) remains a Strong Buy despite a recent pullback in semiconductor stocks. AI demand continues to accelerate, and the company’s latest earnings and guidance reinforce my view that Nvidia remains one of the best-positioned beneficiaries of the ongoing AI infrastructure buildout. Since my last report , Nvidia stock has gained 13.3%, outperforming the S&P 500’s 8.5% return, while also exceeding my base-case price target of $235.55, which implied roughly 32% upside at the time. While some investors have become cautious following the strong rally in AI and semiconductor stocks, I believe the market continues to underestimate both the duration and scale of AI-driven spending. The combination of expanding hyperscaler investments, increasing AI adoption, and Nvidia’s dominant position in accelerated computing provides a strong foundation for continued growth. As a result, I maintain my Strong Buy rating on Nvidia. In this report, I analyze the company’s latest earnings and guidance, discuss the outlook for AI infrastructure spending, and update my price target. Nvidia Aligns Reporting Segment With AI Growth Focus The importance of artificial intelligence to Nvidia’s business is clear. However, the company has now also embedded that in its reporting structure, which to me highlights that the company expects AI to be a longer-term growth story. The company has shifted from a gaming-heavy business to an AI-heavy business. The new reporting structure looks as follows: Data Center Hyperscale AI Clouds, Industrial & Enterprise, or ACIE Edge Computing It is a break from the company’s prior structure that included Data Center, Gaming, Professional Visualization, Auto, OEM & Other as market segments. The Data Center segment is the AI-heavy segment with Hyperscale, including revenues from public cloud and large internet companies, while ACIE includes purpose-built data centers and AI factors across industries and countries and highlights sovereign AI. Edge c...
This is Lowpass by Janko Roettgers , a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. Severance. Pachinko. Silo. Ted Lasso. Over the past couple of years, a number of Apple TV shows have become hits with audiences and critics alike. And yet, compared to the size of other subscription services, Apple TV still barely mak...
This is Lowpass by Janko Roettgers , a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. Severance. Pachinko. Silo. Ted Lasso. Over the past couple of years, a number of Apple TV shows have become hits with audiences and critics alike. And yet, compared to the size of other subscription services, Apple TV still barely makes a dent. In Nielsen's most recent The Gauge report , Apple's service failed once again to make the top 10 list of most-used streaming services, suggesting that its audience is smaller than not just that of Netflix and Disney Plus, but also Tubi, H … Read the full story at The Verge.
Last year, the U.S. government made a historic investment in MP Materials (NYSE: MP) by taking a stake in the mining company as the nation rebuilds its stockpile of crucial materials. The stock surged to $100 in the months following the news but has since fallen 42% from its 52-week high. However, there are two supercharged trends that could send the stock higher. Essential minerals are fundamenta...
Last year, the U.S. government made a historic investment in MP Materials (NYSE: MP) by taking a stake in the mining company as the nation rebuilds its stockpile of crucial materials. The stock surged to $100 in the months following the news but has since fallen 42% from its 52-week high. However, there are two supercharged trends that could send the stock higher. Essential minerals are fundamental building blocks of modern technology, defense systems, and clean-energy products. Rare-earth elements are crucial for magnets used in radar and defense technologies, while electric vehicles use a significant amount of lithium, cobalt, and nickel. What puts the U.S. in a precarious position is China's dominance of the supply chain for these minerals. According to research from The Motley Fool , China controls roughly 70% of rare-earth extraction and 90% of its processing. The need to rebuild domestic supply chains of these minerals is the first trend that could power MP Materials' stock higher. Continue reading
Market Catalysts host Julie Hyman breaks down today's trending tickers, including Intel (INTC), which jumped after receiving a rare double upgrade to buy from Bank of America (BAC). Meanwhile, DraftKings (DKNG) is also moving higher after analysts named it the "clearest winner" in sports betting as the 2026 FIFA World Cup kicks off today, June 11, setting the stage for a potential surge in wagerin...
Market Catalysts host Julie Hyman breaks down today's trending tickers, including Intel (INTC), which jumped after receiving a rare double upgrade to buy from Bank of America (BAC). Meanwhile, DraftKings (DKNG) is also moving higher after analysts named it the "clearest winner" in sports betting as the 2026 FIFA World Cup kicks off today, June 11, setting the stage for a potential surge in wagering activity.
In early trading on Thursday, shares of Intel topped the list of the day's best performing components of the Nasdaq 100 index, trading up 8.3%. Year to date, Intel registers a 214.2% gain. And the worst performing Nasdaq 100 component thus far on the day is Zscaler, trading do
In early trading on Thursday, shares of Intel topped the list of the day's best performing components of the Nasdaq 100 index, trading up 8.3%. Year to date, Intel registers a 214.2% gain. And the worst performing Nasdaq 100 component thus far on the day is Zscaler, trading do