Decentralized finance , once among the most dynamic corners of the digital-asset industry, is under pressure from almost every direction. Yields on some of DeFi’s most popular lending products have fallen near that of a vanilla government bond. Activity across a slew of blockchain networks has slowed. A $285 million hack blamed on North Korean state-backed operatives has renewed doubts about the s...
Decentralized finance , once among the most dynamic corners of the digital-asset industry, is under pressure from almost every direction. Yields on some of DeFi’s most popular lending products have fallen near that of a vanilla government bond. Activity across a slew of blockchain networks has slowed. A $285 million hack blamed on North Korean state-backed operatives has renewed doubts about the security of a sector that has spent years insisting it was maturing. The lending market shows the strain. On Aave, the largest decentralized lending platform with around $26 billion in deposits, the rate on USDT — a widely used dollar-pegged token — has fallen to roughly 2.45%. With the Federal Reserve’s benchmark between 3.5% and 3.75%, even the most conservative traditional investments now offer more. DeFi once attracted waves of speculative capital with double- and triple-digit yields. Now, with some of its most popular products paying less than a government bond — and security risks that could wipe out the principal overnight — it is a harder sell, even when more complex products can offer competitive returns. “Squeezing 4% to 8% while risking your entire principal is looking very unattractive right now,” said Christine Fang, head of capital formation at crypto hedge fund Third Eye Capital. “Deals that ask to commit capital to lock in for at least a few months for yields even as much as 15% are also heavily scrutinized these days.” Her fund, she said, has turned down three such offers in the past month. The falling yields reflect a double squeeze. Demand for crypto-based leveraged trading has collapsed, particularly after the market crash in October, meaning fewer borrowers and less interest income for lenders But the supply side has moved against them too. Stablecoin deposits have flooded into lending pools faster than borrowers have shown up to use them, pushing rates down mechanically. The security picture has compounded the pressure. On April 1, hackers stole approxi...
AI 的能力，正在以肉眼可见的速度进化。从代码生成到文档处理，再到复杂决策辅助，越来越多企业正在疯狂拥抱 AI，希望在这场技术竞赛中不被甩下。 但一个意想不到的阻力，开始浮出水面：不是技术不成熟，也不是成本问题，而是员工自己。 调查揭露：近三成员工在“破坏AI落地” 近日，企业级 AI Agent 公司 Writer 联合研究机构 Workplace Intelligence 发布了一份最新报告，...
AI 的能力，正在以肉眼可见的速度进化。从代码生成到文档处理，再到复杂决策辅助，越来越多企业正在疯狂拥抱 AI，希望在这场技术竞赛中不被甩下。 但一个意想不到的阻力，开始浮出水面：不是技术不成熟，也不是成本问题，而是员工自己。 调查揭露：近三成员工在“破坏AI落地” 近日，企业级 AI Agent 公司 Writer 联合研究机构 Workplace Intelligence 发布了一份最新报告，对美国、英国和欧洲的 2400 名知识型员工（其中包括 1200 名高管）进行了调研。 结果有点“离谱”： 29% 的员工承认，自己正在有意破坏公司 AI 战略； 在 Gen Z（Z 世代，指 1995-2009 年出生的人）中，这个比例更是直接飙升到 44%。 根据报告内容，这些“破坏行为”包括但不限于：把公司机密信息输入到公开 AI 工具中、私自使用未经批准的 AI 产品、直接拒绝使用公司提供的 AI 工具、篡改绩效评估结果、 故意降低工作产出让 AI 看起来“没用”……也就是说，并不是 AI 不好用，而是有人在“刻意让它不好用”。 事实上，这种对 AI 的抵触情绪，已经越来越普遍。 一项美国全国广播公司（NBC News）的调查显示：仅 26% 的美国注册选民对 AI 持正面态度，46% 则持负面看法。与此同时，来自科技公司的各种“预警”，也在不断加剧这种焦虑。 比如，Anthropic CEO Dario Amodei曾表示“AI 可能会取代一半的初级白领岗位”；微软 AI 负责人 Mustafa Suleyman也指出：“所有白领工作都可能在 18 个月内实现自动化。” 更“扎心”的是，Anthropic 上月发布的一项研究指出：从理论上看，目前AI 已经能够完成计算机科学、法律、商业、金融等大多数白领工作的核心任务。 所以，当“被 AI 替代”从一个假设变成一个正在发生的趋势时，员工的反应也就不难理解了。 然而，越抗拒 AI 越容易被裁 调查结果显示，在那些承认“搞破坏”的员工中，30% 的人是因为担心 AI 抢走自己的工作，“害怕被淘汰” 的情绪日益蔓延。而类似结论，在其他研究中也出现过：在去年 11 月毕马威（KPMG）的调研中，近 40% 的员工也担心被 AI 取代。 但现实问题是——越抗拒 AI，反而越容易被裁掉。调查给出了一个很现实的数据：60% 的高...
JHVEPhoto/iStock Editorial via Getty Images I Think Buying AVGO Still Makes Sense I was bullish on Broadcom Inc. ( AVGO ) for months before turning neutral on it in mid-2025 and then keeping my “Hold” until late February, when I decided to upgrade to “Buy” as AVGO was nearing its Q1 FY2026 earnings print. Furthermore, I thought at the time that AVGO would react positively to the new earnings updat...
JHVEPhoto/iStock Editorial via Getty Images I Think Buying AVGO Still Makes Sense I was bullish on Broadcom Inc. ( AVGO ) for months before turning neutral on it in mid-2025 and then keeping my “Hold” until late February, when I decided to upgrade to “Buy” as AVGO was nearing its Q1 FY2026 earnings print. Furthermore, I thought at the time that AVGO would react positively to the new earnings update, and we would see a rerating as AI revenue growth would still be there, accelerating. When the Q1 came out—I'll discuss its details later—the stock didn't move initially, and it even declined by over 10% amid the broader market's sell-off, but it then recovered sharply. As of today, AVGO is up over 22% since my upgrade. Seeking Alpha, my coverage on AVGO Anyway, the current recovery is likely just the beginning for the AVGO stock, as I see a major repricing ahead with all the recent news around AI revenue growth acceleration, the new multi-gigawatt AI silicon deal with Meta Platform, Inc. ( META ), and a still reasonable valuation setup. I view AVGO as one of the best tech stock picks among mega caps right now, so I keep my “Buy” rating on it for now. Why Do I Think So? For the past few years, since the emergence of AI and LLM-driven bots, NVIDIA Corporation ( NVDA ) has been viewed by the market as the king of AI hardware, the ultimate pick-and-shovels play there, while other companies—including Broadcom—have been viewed as secondary niche plays. I still think that NVDA has some upside potential from here, but AVGO in particular has been building the nervous system of the entire industry, having developed an Nvidia-like moat in custom silicon and high-speed networking niches that capitalize on mega-cap CAPEX spending. Broadcom, despite its $1.8 trillion market cap size, continues to grow at a very rapid pace thanks to the above-mentioned development. In Q1, they posted $19.31 billion in consolidated sales (+29% YoY), beating the consensus estimate by 0.90%, per Seeking A...
JHVEPhoto/iStock Editorial via Getty Images I Think Buying AVGO Still Makes Sense I was bullish on Broadcom Inc. ( AVGO ) for months before turning neutral on it in mid-2025 and then keeping my “Hold” until late February, when I decided to upgrade to “Buy” as AVGO was nearing its Q1 FY2026 earnings print. Furthermore, I thought at the time that AVGO would react positively to the new earnings updat...
JHVEPhoto/iStock Editorial via Getty Images I Think Buying AVGO Still Makes Sense I was bullish on Broadcom Inc. ( AVGO ) for months before turning neutral on it in mid-2025 and then keeping my “Hold” until late February, when I decided to upgrade to “Buy” as AVGO was nearing its Q1 FY2026 earnings print. Furthermore, I thought at the time that AVGO would react positively to the new earnings update, and we would see a rerating as AI revenue growth would still be there, accelerating. When the Q1 came out—I'll discuss its details later—the stock didn't move initially, and it even declined by over 10% amid the broader market's sell-off, but it then recovered sharply. As of today, AVGO is up over 22% since my upgrade. Seeking Alpha, my coverage on AVGO Anyway, the current recovery is likely just the beginning for the AVGO stock, as I see a major repricing ahead with all the recent news around AI revenue growth acceleration, the new multi-gigawatt AI silicon deal with Meta Platform, Inc. ( META ), and a still reasonable valuation setup. I view AVGO as one of the best tech stock picks among mega caps right now, so I keep my “Buy” rating on it for now. Why Do I Think So? For the past few years, since the emergence of AI and LLM-driven bots, NVIDIA Corporation ( NVDA ) has been viewed by the market as the king of AI hardware, the ultimate pick-and-shovels play there, while other companies—including Broadcom—have been viewed as secondary niche plays. I still think that NVDA has some upside potential from here, but AVGO in particular has been building the nervous system of the entire industry, having developed an Nvidia-like moat in custom silicon and high-speed networking niches that capitalize on mega-cap CAPEX spending. Broadcom, despite its $1.8 trillion market cap size, continues to grow at a very rapid pace thanks to the above-mentioned development. In Q1, they posted $19.31 billion in consolidated sales (+29% YoY), beating the consensus estimate by 0.90%, per Seeking A...
mikkelwilliam/iStock via Getty Images The Physical AI Era Has Arrived Aron Kisdi, Managing Director of Autodiscovery , a UK-based robotics company, is no stranger to innovative technology. He has spent 17 years in the industry, working for the European Space Agency, the UK government, and large multinational companies. "I have been in robotics for my whole career – over 17 years now," Aron told us...
mikkelwilliam/iStock via Getty Images The Physical AI Era Has Arrived Aron Kisdi, Managing Director of Autodiscovery , a UK-based robotics company, is no stranger to innovative technology. He has spent 17 years in the industry, working for the European Space Agency, the UK government, and large multinational companies. "I have been in robotics for my whole career – over 17 years now," Aron told us during a Q&A we recently hosted at Autodiscovery's UK headquarters near Oxford. "We worked on automation for future Mars exploration robots, as well as many applications of autonomous tech for underground mining, agriculture, and factory automation." Our introduction to Aron was, fittingly, a logistical problem involving a robot. We were bringing a Unitree G1 over from New York for an event in London and couldn't import the spare battery we needed. So, we bought one from him instead. It was the kind of practical, no-fuss fix that turns out to be very on-brand for someone who has spent his whole career making advanced robotics actually work in the real world. The conversation, hosted by KraneShares Senior Investment Strategist, Derek Yan, CFA, featured a live demonstration of the Unitree G1 humanoid robot alongside a wide-ranging discussion on where the industry is headed and how KOID, the KraneShares Global Humanoid Robotics and Embodied Intelligence Index ETF , is positioned to capture the global humanoid opportunity. Below, we share expanded highlights from the webinar. Why Humanoids, Why Now? Rapid Progress Meets Affordable Hardware Aron set the tone by putting the current excitement around humanoid robotics into context. Five years ago, he launched Autodiscovery to address what he saw as a persistent gap between research-stage robots and real-world deployment. The mission, in his words, is straightforward: "The reason for Autodiscovery is to enable more people to have robots, to own robots. We want to hand over the robot systems, train people up so they can use the rob...
Halliburton is currently strengthening its international revenue by deploying advanced electric fracturing technology in the South American shale market.
Halliburton is currently strengthening its international revenue by deploying advanced electric fracturing technology in the South American shale market.
Real Madrid's Jude Bellingham says the decision to send off team-mate Eduardo Camavinga during their 4-3 Champions League loss to Bayern Munich was "a joke".
Real Madrid's Jude Bellingham says the decision to send off team-mate Eduardo Camavinga during their 4-3 Champions League loss to Bayern Munich was "a joke".
Horizon Technology Finance ( HRZN ) said on Thursday it had provided a delayed-draw senior credit facility of up to $25M to Stellar Cyber to support its continued growth. Stellar Cyber had developed an AI-native security platform with 500+ integrations, supporting over 14,000 organizations across 50+ countries via MSSP partners. The credit facility will help Stellar Cyber accelerate AI platform de...
Horizon Technology Finance ( HRZN ) said on Thursday it had provided a delayed-draw senior credit facility of up to $25M to Stellar Cyber to support its continued growth. Stellar Cyber had developed an AI-native security platform with 500+ integrations, supporting over 14,000 organizations across 50+ countries via MSSP partners. The credit facility will help Stellar Cyber accelerate AI platform development, expand go-to-market reach, and enhance its unified security operations offering. More on Horizon Technology Finance Horizon Technology Finance: HTFC Is Not As Attractive As It Seems Horizon Technology Finance (HRZN) Q4 2025 Earnings Call Transcript Horizon Technology Finance: A Textbook Case Of A Value Trap Horizon Technology, Monroe Capital shareholders approve merger Horizon Technology Finance outlines post-merger growth plans with $154M committed backlog and elevated venture debt yields
Oracle ( ORCL ) shares jumped more than 4% in premarket trading on Thursday as the IT giant and Amazon Web Services ( AMZN ) expanded their deal to work on multicloud networking. Amazon shares were little changed in premarket trading. The Austin, Texas-Oracle will give customers enterprise-grade, high-performance connectivity between Oracle Cloud Infrastructure and AWS, the company said in a state...
Oracle ( ORCL ) shares jumped more than 4% in premarket trading on Thursday as the IT giant and Amazon Web Services ( AMZN ) expanded their deal to work on multicloud networking. Amazon shares were little changed in premarket trading. The Austin, Texas-Oracle will give customers enterprise-grade, high-performance connectivity between Oracle Cloud Infrastructure and AWS, the company said in a statement . By doing so, multicloud customers will be able to run their apps and move data between OCI and AWS. The new features will also let customers “accelerate AI modernization while meeting operational flexibility without managing complex data replication,” Oracle added. “Oracle continues to advance multicloud connectivity as part of its commitment to helping customers unlock flexibility, agility, and performance across clouds,” said Oracle executive Nathan Thomas in a statement. “With Oracle AI Database@AWS, we pioneered a simpler way for customers to run Oracle AI Database workloads in AWS with the same features, architecture, and performance as they expect on-premises. We're now building on that by establishing connectivity between our popular cross-cloud interconnect and AWS Interconnect–multicloud. This will help our mutual customers modernize their applications, unify their data, and unlock new generative AI opportunities.” Oracle added the features will be available later this year. Led by co-CEOs Clay Magouyrk and Mike Sicilia, Oracle reported fiscal third-quarter results in March that topped estimates. Cloud revenue (which includes infrastructure and applications) came in at $8.9B, up 44% year-over-year, and above the $8.84B estimate. More on Oracle and Amazon Amazon: My Top 8 Reasons To Buy Amazon: A Once-In-A-Generation Opportunity That's Not Priced In Oracle: The Bounce Is Just The Beginning Amazon-backed X-Energy seeks $800M in IPO listing Lumen Technologies providing network connectivity to AWS
Oracle ( ORCL ) shares jumped more than 4% in premarket trading on Thursday as the IT giant and Amazon Web Services ( AMZN ) expanded their deal to work on multicloud networking. Amazon shares were little changed in premarket trading. The Austin, Texas-Oracle will give customers enterprise-grade, high-performance connectivity between Oracle Cloud Infrastructure and AWS, the company said in a state...
Oracle ( ORCL ) shares jumped more than 4% in premarket trading on Thursday as the IT giant and Amazon Web Services ( AMZN ) expanded their deal to work on multicloud networking. Amazon shares were little changed in premarket trading. The Austin, Texas-Oracle will give customers enterprise-grade, high-performance connectivity between Oracle Cloud Infrastructure and AWS, the company said in a statement . By doing so, multicloud customers will be able to run their apps and move data between OCI and AWS. The new features will also let customers “accelerate AI modernization while meeting operational flexibility without managing complex data replication,” Oracle added. “Oracle continues to advance multicloud connectivity as part of its commitment to helping customers unlock flexibility, agility, and performance across clouds,” said Oracle executive Nathan Thomas in a statement. “With Oracle AI Database@AWS, we pioneered a simpler way for customers to run Oracle AI Database workloads in AWS with the same features, architecture, and performance as they expect on-premises. We're now building on that by establishing connectivity between our popular cross-cloud interconnect and AWS Interconnect–multicloud. This will help our mutual customers modernize their applications, unify their data, and unlock new generative AI opportunities.” Oracle added the features will be available later this year. Led by co-CEOs Clay Magouyrk and Mike Sicilia, Oracle reported fiscal third-quarter results in March that topped estimates. Cloud revenue (which includes infrastructure and applications) came in at $8.9B, up 44% year-over-year, and above the $8.84B estimate. More on Oracle and Amazon Amazon: My Top 8 Reasons To Buy Amazon: A Once-In-A-Generation Opportunity That's Not Priced In Oracle: The Bounce Is Just The Beginning Amazon-backed X-Energy seeks $800M in IPO listing Lumen Technologies providing network connectivity to AWS
Stay away from Flutter Entertainment as its FanDuel business lags, while uncertainty over the entity's stateside prediction market push persists, according to Citi. The bank's research arm double downgraded the owner of FanDuel to sell from buy. "We no longer value the US on [fiscal year 2028] given reduced conviction in 2026/[expected 2027] US growth forecasts," analyst Monique Pollard said in a ...
Stay away from Flutter Entertainment as its FanDuel business lags, while uncertainty over the entity's stateside prediction market push persists, according to Citi. The bank's research arm double downgraded the owner of FanDuel to sell from buy. "We no longer value the US on [fiscal year 2028] given reduced conviction in 2026/[expected 2027] US growth forecasts," analyst Monique Pollard said in a note to clients. "We also note that FanDuel Predicts is ascribed minimal value under our updated methodology … reflecting regulatory uncertainty." U.S.-listed shares of the sports betting firm have plunged 48% since the beginning of the year. The decline comes as the company forecasted in late February more modest growth in the quarters ahead, particularly for its U.S. business. That followed signs of weakening customer engagement on FanDuel tied, in part, to a less buzzy NFL season, Flutter Entertainment CEO Jeremy Peter Jackson told investors earlier this year. FLUT YTD mountain Flutter Entertainment stock has lost nearly half its value in 2026. To boot, FanDuel could allocate up to $300 million to building out its new prediction market in the near term — a move that has given investors pause as U.S. regulations for the burgeoning industry remain uncertain. FanDuel began rolling out its prediction markets platform in the U.S. late last year, according to a company statement . The move aims to capitalize on a boom in event contracts, which enable users to wager on the outcomes of real-world events such as sports matches and political races. Prediction markets, led by Kalshi and Polymarket, are growing quickly in the U.S. The industry is track to grow to $1 trillion by 2030 , according to Bernstein. But it's too soon to tell whether that new business will secure the regulatory approval it needs to continue operating in the U.S. and drive a big boost to business, Citi said. "It could be argued that this approach does not give credit to the opportunity presented by FanDuel Pr...
(RTTNews) - Early signs from the U.S. Futures Index suggest that Wall Street might open in positive territory on Thursday, despite the U.S. plan to put economic restrictions on Iran's oil output.
(RTTNews) - Early signs from the U.S. Futures Index suggest that Wall Street might open in positive territory on Thursday, despite the U.S. plan to put economic restrictions on Iran's oil output.
Shares of nuclear energy startup Oklo continued higher early Thursday on its announced management changes as the company ramps up for a new phase of growth. Oklo stock soared above a key technical level Wednesday, with nuclear energy stocks on the move and nuclear play Rolls-Royce near a buy point.
Shares of nuclear energy startup Oklo continued higher early Thursday on its announced management changes as the company ramps up for a new phase of growth. Oklo stock soared above a key technical level Wednesday, with nuclear energy stocks on the move and nuclear play Rolls-Royce near a buy point.