It's been a mixed bag in the stock market lately -- several companies are delighting investors by beating analysts' expectations in the first three months of the year. But on the other hand, companies are making shareholders nervous by withdrawing guidance for the next quarter or the rest of the year. It's a sign of market uncertainty -- tariff policies that whipsaw back and forth, uncertainties a...
It's been a mixed bag in the stock market lately -- several companies are delighting investors by beating analysts' expectations in the first three months of the year. But on the other hand, companies are making shareholders nervous by withdrawing guidance for the next quarter or the rest of the year. It's a sign of market uncertainty -- tariff policies that whipsaw back and forth, uncertainties about oil supply, and the status of the Iran war are making companies nervous. Amid that backdrop, it's difficult to guess what expenses companies will incur or the appetite for consumer spending for the next several months. "Some percentage of companies -- more than normal -- will just be saying (they) don't have the visibility to provide discrete guidance for the quarter," David Lefkowitz, head of US Equities at UBS Global Wealth Management, told Morningstar. "There are too many variables, I think, to really game it out." Continue reading
Apple’s sold-out Mac mini is spawning marked-up eBay listings as demand surges for the compact desktop, now favored for running local AI models and tools.
Apple’s sold-out Mac mini is spawning marked-up eBay listings as demand surges for the compact desktop, now favored for running local AI models and tools.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Fast Growth Stocks to Invest In Now. On April 19, 2026, Stifel raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $320 from $280 and maintained a Buy rating on the shares. The firm said its processor coverage sits at “distinctly different […]
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Fast Growth Stocks to Invest In Now. On April 19, 2026, Stifel raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $320 from $280 and maintained a Buy rating on the shares. The firm said its processor coverage sits at “distinctly different […]
Google ( GOOG ) ( GOOGL ) and Microsoft ( MSFT ) will take part in bidding to select clients for a data center SoftBank ( SFTBY ) ( SFTBF ) is building in the U.S., with a decision expected as early as this month, Nikkei Asia reported. The 10-gigawatt data center in Piketon, Ohio, is part of an investment that would eventually total $500B. SoftBank's Chairman Masayoshi Son hailed the project as "t...
Google ( GOOG ) ( GOOGL ) and Microsoft ( MSFT ) will take part in bidding to select clients for a data center SoftBank ( SFTBY ) ( SFTBF ) is building in the U.S., with a decision expected as early as this month, Nikkei Asia reported. The 10-gigawatt data center in Piketon, Ohio, is part of an investment that would eventually total $500B. SoftBank's Chairman Masayoshi Son hailed the project as "the largest single-location investment in human history," the report noted. Around $200B will go toward setting up the data center and power grid development. SoftBank will oversee the project, which will include a consortium of 21 Japanese and U.S. companies making investments, the report added . The remaining $300B will be spent on semiconductors and systems housed in the data center. The cost will be borne by operators that lease the data center long term, the report noted. Google, Microsoft, and other cloud companies are participating in the bidding process to select one or more operators. Companies like Nvidia ( NVDA ), Meta ( META ), and OpenAI ( OPENAI ) are also candidates, according to the report. SoftBank, Google, Microsoft, Nvidia, Meta, and OpenAI did not immediately respond to Seeking Alpha's request for comment. The first round of bidding is anticipated to be completed by April 30. The winning operators are expected to make investments in multiple installments, the report added. The data center will be set up at the same site as a gas-fired power plant that is part of a broader $550B U.S. investment commitment Japan made under a tariff deal with the Trump administration. SoftBank is working to build the huge AI data center on federally owned land in Ohio and is planning to power it with about $33B worth of natural gas-fired electricity to be installed by the end of the decade. The surging demand for AI services has led to a growing expansion of data centers, with AI systems needing large amounts of computing capacity. However, this also leads to an increasing c...
Thrive, the brand behind Joshua Kushner ’s venture megafirm Thrive Capital , has launched a new company to invest in iconic names — with its first bet targeting a Major League Baseball team. The company, called Thrive Eternal, has struck an agreement to invest in the San Francisco Giants, Kushner announced Friday in a post on the social media site X. It’s part of the firm’s push to back “assets wi...
Thrive, the brand behind Joshua Kushner ’s venture megafirm Thrive Capital , has launched a new company to invest in iconic names — with its first bet targeting a Major League Baseball team. The company, called Thrive Eternal, has struck an agreement to invest in the San Francisco Giants, Kushner announced Friday in a post on the social media site X. It’s part of the firm’s push to back “assets with qualities that cannot be replicated by technology,” Kushner said. Thrive is the umbrella brand for Thrive Capital, the VC firm invested in companies including OpenAI and Cursor , and Thrive Holdings , a separate firm that aims to bring technology like artificial intelligence to traditional services industries. Thrive Capital has total assets under management of about $23 billion, according to data collected by Bloomberg. Earlier this year, the venture firm raised more than $10 billion for its largest fund ever. Thrive Eternal will operate as a holding company, structured to raise new capital and make investments without a set exit timeline. Its initial limited partners are existing Thrive investors, according to the firm. “We have reached an agreement for Thrive Eternal to join our investor group, subject to MLB approval,” the Giants said in a statement. “We are thrilled with the prospect of Eternal becoming a long-term partner.” The amount of the investment wasn’t disclosed. Bob Iger , Walt Disney Co.’s former chief executive officer, has also returned to Thrive as an adviser, Kushner announced Thursday. Iger previously served as a venture partner in 2022. The firm said it expects Iger to be closely involved with Thrive Eternal.
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 Best Fast Growth Stocks to Invest In Now. On April 20, 2026, RBC Capital raised its price target on Marvell Technology, Inc. (NASDAQ:MRVL) to $170 from $115 and maintained an Outperform rating as part of a broader note on the Amazon–Anthropic agreement, which includes up to […]
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 Best Fast Growth Stocks to Invest In Now. On April 20, 2026, RBC Capital raised its price target on Marvell Technology, Inc. (NASDAQ:MRVL) to $170 from $115 and maintained an Outperform rating as part of a broader note on the Amazon–Anthropic agreement, which includes up to […]
Igor Suka/E+ via Getty Images It appears that Toast ( TOST ) is viewed as yet another victim of the software apocalypse. I view that fear as being misplaced, as the hardware and high switching costs are arguably more important factors. TOST has historically been a consolidator in a fragmented POS market and I expect that to continue moving forward. The company has demonstrated impressive profitabi...
Igor Suka/E+ via Getty Images It appears that Toast ( TOST ) is viewed as yet another victim of the software apocalypse. I view that fear as being misplaced, as the hardware and high switching costs are arguably more important factors. TOST has historically been a consolidator in a fragmented POS market and I expect that to continue moving forward. The company has demonstrated impressive profitability improvements, culminating in robust GAAP profit margins which I expect to expand meaningfully moving forward. It is time to upgrade the stock to a strong buy rating. TOST Stock Price I last covered TOST in July where I rated it a buy in a comparison article with Block ( XYZ ). In that article, I did prefer XYZ, which has gained slightly since, though TOST has been absolutely crushed. Data by YCharts The steep multiple contraction at TOST has de-risked the only problem that I saw in the past: valuation. TOST Stock Key Metrics I view TOST to be a best-in-class financial technology company focused on catering to restaurants. This has historically been a highly fragmented space. On the one hand this would imply a lot of competition, but TOST appears to be the shark in the room. Restaurants may not be so eager to switch away from existing POS systems due to significant switching costs but when they do, they typically move to providers like TOST as evidenced by the company’s growing market share. In the most recent quarter, TOST generated strong results, with gross payment volume (‘GPV’) jumping 22% YoY to $51.4 billion. For reference, XYZ saw its Square GPV jump by only 10% YOY to $65 billion in its most recent quarter . The fact that TOST is able to generate double the growth rate at nearly the same scale is a clear indication that TOST is growing market share at an accelerated pace. 2025 Q4 Press Release The company also made great strides in terms of profitability. The company was solidly profitable on a GAAP basis for both the quarter and full-year. I note that the comp...
Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) shares climbed mid-day Friday, rising 1.2%, after Bloomberg reported that Google plans to invest up to $40 billion in Anthropic.
Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) shares climbed mid-day Friday, rising 1.2%, after Bloomberg reported that Google plans to invest up to $40 billion in Anthropic.