Traders work on the floor of the New York Stock Exchange. NYSE U.S. stock futures were little changed on Wednesday night after both the S&P 500 and Nasdaq Composite rose to fresh records during the regular session. S&P 500 futures and Nasdaq 100 futures both traded around the flatline. Futures tied to the Dow Jones Industrial Average rose by 45 points, or 0.1%. In the regular session, the S&P 500 ...
Traders work on the floor of the New York Stock Exchange. NYSE U.S. stock futures were little changed on Wednesday night after both the S&P 500 and Nasdaq Composite rose to fresh records during the regular session. S&P 500 futures and Nasdaq 100 futures both traded around the flatline. Futures tied to the Dow Jones Industrial Average rose by 45 points, or 0.1%. In the regular session, the S&P 500 and tech-heavy Nasdaq rose to new all-time highs and closed at new records. The broad market index advanced 0.80%, while the Nasdaq Composite gained 1.59% to post its 11th straight gain in a row. The blue-chip Dow bucked the trend, losing 72.27 points, or 0.15%. Stocks have risen in recent days on the possibility of a peace deal between the U.S. and Iran. President Donald Trump said in a Fox Business interview that aired on Wednesday that the Iran war is " very close to over ," claiming once again that Tehran wants to "make a deal very badly." A White House official told CNBC on Tuesday that a second round of negotiations between Washington and Iran is under discussion. Nothing has been officially scheduled yet, according to the official, who asked not to be named to discuss the administration's internal plans. On Monday, the S&P 500 wiped out all of its losses since the beginning of the Iran war. "We're basically back to where we were in late February in terms of the sentiment indicators and the valuation," Tim Hayes, chief global investment strategist at Ned Davis Research, said on CNBC's " Closing Bell: Overtime " on Wednesday. "If we're going to continue higher, I think we are going to have to have a broadening out here and not be just about the Nasdaq." But Hayes also took on a cautionary tone, noting that investors may be too quick to jump into a market rally. "I'd be a little cautious right now. I don't think this is time to jump back in," he added. "There's a sort of a quick return to a lot of these stocks, but does it follow through? Does it broaden out? That remai...
Ole_CNX/iStock via Getty Images Introduction In my initial analysis of this ETF two years ago, I cited that the nuclear value chain should continue to grow given the drive for electrification and decarbonization. Today, we can add two other drivers for nuclear energy and uranium demand. The AI data center build-out will increase global electricity demand, and now, with the Iran War, energy securit...
Ole_CNX/iStock via Getty Images Introduction In my initial analysis of this ETF two years ago, I cited that the nuclear value chain should continue to grow given the drive for electrification and decarbonization. Today, we can add two other drivers for nuclear energy and uranium demand. The AI data center build-out will increase global electricity demand, and now, with the Iran War, energy security has become an equally important aspect of nuclear power development. While the ETF has performed very well over the last two years, our bottom-up analysis suggests further +20% upside potential to year-end 2026. I am maintaining my buy rating on Global X Uranium ETF ( URA ). URA continues to provide broad exposure to key uranium and nuclear manufacturing companies that, now more than ever, are strategic assets in a world thirsty for secure, clean, and cheap electricity. Performance and Peer Comps URA has substantially outperformed the S&P 500( SPX ) and, more importantly, vs its two main peers, VanEck Uranium and Nuclear ETF ( NLR ) & Sprott Uranium Miners ETF ( URNM ). The reason behind this outperformance is that NLR focuses on nuclear power generation (utilities) and not uranium mining, and URNM only focuses on uranium mining. URA has both. In terms of fees, all charge around 70 basis points. Performance comparison URA/S&P/NLR/URNM (Created by author with data from Capital IQ) What is URA? The ETF is managed by Global X, which is owned by Mirae Assets, a South Korean asset management company. That uses the Solactive Global Uranium & Nuclear Components Total Return Index . This combination influences portfolio construction, with exposure towards Asian companies, which have the most new reactor builds . The portfolio selection is based on Solactive criteria, which classify companies as pure-plays that can have as much as 22.5% weighting, or non-pure plays that are limited to 2% weighting and a maximum 15% for the portfolio. HALO (Hard Asset Low Obsolescence) While the Ir...
A number of stocks jumped in the afternoon session as market benefited from a "risk-on" sentiment fueled by potential peace negotiations between the U.S. and Iran.
A number of stocks jumped in the afternoon session as market benefited from a "risk-on" sentiment fueled by potential peace negotiations between the U.S. and Iran.
Aptoide filed an antitrust lawsuit alleging Alphabet unfairly monopolizes Android app distribution through Google Play. Advertisers have launched mass arbitration actions over search and ad tech practices that courts found illegal in 2024 rulings. Alphabet agreed to a US$135 million class settlement tied to how Android user data was used. Alphabet and Thoma Bravo announced a partnership to expand ...
Aptoide filed an antitrust lawsuit alleging Alphabet unfairly monopolizes Android app distribution through Google Play. Advertisers have launched mass arbitration actions over search and ad tech practices that courts found illegal in 2024 rulings. Alphabet agreed to a US$135 million class settlement tied to how Android user data was used. Alphabet and Thoma Bravo announced a partnership to expand enterprise adoption of Gemini AI and strengthen cybersecurity offerings. Alphabet, trading as...
Eos Energy Enterprises (NASDAQ:EOSE), a designer and manufacturer of zinc-based energy storage solutions, closed at $7.08, up 12.03%. The stock moved higher after it announced a joint development agreement with TURBINE-X to “develop and deploy private power infrastructure for AI.
Eos Energy Enterprises (NASDAQ:EOSE), a designer and manufacturer of zinc-based energy storage solutions, closed at $7.08, up 12.03%. The stock moved higher after it announced a joint development agreement with TURBINE-X to “develop and deploy private power infrastructure for AI.
D-Wave surged with quantum stocks after Nvidia’s Ising models sparked fresh interest in the sector, as investors continue to question if the company can turn momentum into bookings and commercial traction.
D-Wave surged with quantum stocks after Nvidia’s Ising models sparked fresh interest in the sector, as investors continue to question if the company can turn momentum into bookings and commercial traction.
D-Wave Quantum (NYSE:QBTS), a quantum computing systems and services provider, closed Wednesday at $20.81, up 22.63%. The stock moved higher as Nvidia’s new open‑source Ising quantum AI models fueled a broad rally in quantum computing names. Investors are watching how D-Wave conv
D-Wave Quantum (NYSE:QBTS), a quantum computing systems and services provider, closed Wednesday at $20.81, up 22.63%. The stock moved higher as Nvidia’s new open‑source Ising quantum AI models fueled a broad rally in quantum computing names. Investors are watching how D-Wave conv
A federal jury ruled today that Live Nation and its Ticketmaster subsidiary operate an illegal monopoly that overcharged fans for tickets, handing a win to US states that continued a trial even after the Trump administration dropped out. The jury found that "Ticketmaster unlawfully maintains a monopoly in the market for ticketing services at major concert venues" and that "Live Nation has a monopo...
A federal jury ruled today that Live Nation and its Ticketmaster subsidiary operate an illegal monopoly that overcharged fans for tickets, handing a win to US states that continued a trial even after the Trump administration dropped out. The jury found that "Ticketmaster unlawfully maintains a monopoly in the market for ticketing services at major concert venues" and that "Live Nation has a monopoly in the market for large amphitheaters used by artists," said an announcement from the office of New York Attorney General Letitia James. The jury additionally determined "that Live Nation unlawfully requires artists who use the amphitheaters it owns to also use its event promotion services," and "that fans have been overcharged for concert tickets at major concert venues across the country," the New York AG's office said. A five-week trial was held in US District Court for the Southern District of New York. According to CNN , jurors found that "Ticketmaster overcharged states by $1.72 per ticket, about what the states had estimated." Evidence at trial showed that a Live Nation regional director boasted of gouging ticket buyers and “robbing them blind” with fees for ancillary services such as slight parking upgrades. Read full article Comments
Oil steadied on signs that the US and Iran are working toward extending a ceasefire and restarting talks. West Texas Intermediate was little changed above $91 a barrel, after Brent settled near $95. Washington and Tehran are considering a two-week ceasefire extension to allow more time to negotiate, according to a person familiar with the matter. The global crude market remains laser-focused on th...
Oil steadied on signs that the US and Iran are working toward extending a ceasefire and restarting talks. West Texas Intermediate was little changed above $91 a barrel, after Brent settled near $95. Washington and Tehran are considering a two-week ceasefire extension to allow more time to negotiate, according to a person familiar with the matter. The global crude market remains laser-focused on the Strait of Hormuz , with shipments paralyzed as the war nears the end of its seventh week. The US has set up a naval blockade to cut off Iranian traffic, while Tehran is keeping the waterway closed to most other ships. “In the near term, I believe the market has realized that the panic buyers have left the space,” said Dennis Kissler , head of energy trading at Bok Financial Securities Inc. “In the end, it will all be about the peace agreement, and how safe the passage through the strait will be.” In the US, data showed stockpile declines for crude and all major refined-product categories. Heightened overseas demand pushed total oil and fuel exports to the highest level ever as buyers — especially in Asia — hunted for supplies. To get Bloomberg’s Energy Daily newsletter in your inbox, click here . WTI for May delivery added 0.1% to $91.41 a barrel at 6:00 a.m. in Singapore. Brent for June settlement closed little changed at $94.93 a barrel on Wednesday.
Shares of marketing technology company Zeta Global (NYSE:ZETA) jumped 7.9% in the afternoon session as markets benefited from a "risk-on" sentiment fueled by potential peace negotiations between the U.S. and Iran. As geopolitical tensions eased, investors returned to growth-heavy favorites like Microsoft and ServiceNow, which offer high-margin subscription revenue and clearer paths for integrating...
Shares of marketing technology company Zeta Global (NYSE:ZETA) jumped 7.9% in the afternoon session as markets benefited from a "risk-on" sentiment fueled by potential peace negotiations between the U.S. and Iran. As geopolitical tensions eased, investors returned to growth-heavy favorites like Microsoft and ServiceNow, which offer high-margin subscription revenue and clearer paths for integrating generative AI into enterprise workflows.
Scharfsinn86/iStock via Getty Images Gevo ( GEVO ) down 11.6% post-market Wednesday after saying it withdrew its loan guarantee application with the U.S. Department of Energy Office of Energy Dominance Financing and will pursue other funding opportunities for its ATJ-30 sustainable aviation fuel project by the end of 2026. Gevo ( GEVO ) said it pulled its application after discussions with the DoE...
Scharfsinn86/iStock via Getty Images Gevo ( GEVO ) down 11.6% post-market Wednesday after saying it withdrew its loan guarantee application with the U.S. Department of Energy Office of Energy Dominance Financing and will pursue other funding opportunities for its ATJ-30 sustainable aviation fuel project by the end of 2026. Gevo ( GEVO ) said it pulled its application after discussions with the DoE office revealed that required business objectives, specifically supporting enhanced oil recovery operations, are not yet commercially viable at scale in the project area and that there are opportunities for alternative financing better aligned with company strategy. The company had previously received a conditional loan commitment from the DoE for its ATJ-60 project in South Dakota and was seeking to transition the commitment to the smaller ATJ-30 project at its North Dakota facility in Richardton. "Over the past year, we have substantially derisked our position in low-carbon ethanol required for our ATJ, and we believe we are in a better position to secure alternative financing that allows us to pursue the most accretive business case in alignment with company strategy and timelines," Gevo ( GEVO ) CEO Paul Bloom said. More on Gevo Gevo Has A Big Opportunity, But The Shares Look Fully Valued Gevo: Conditional DoE Support Sparks Hope, But Execution Risk Remains High Gevo Q4 2025 Earnings Call Presentation
Anthropic's unveiling of Project Glasswing and its Claude Mythos frontier model marks a watershed moment for cybersecurity, introducing an AI system capable of discovering and exploiting software vulnerabilities autonomously at unprecedented scale. In its latest newsletter, ARK Invest pointed to Mythos' breakout scores — 93.9% on SWE-bench Verified and 83.1% on CyberGym — as a signal of a major ev...
Anthropic's unveiling of Project Glasswing and its Claude Mythos frontier model marks a watershed moment for cybersecurity, introducing an AI system capable of discovering and exploiting software vulnerabilities autonomously at unprecedented scale. In its latest newsletter, ARK Invest pointed to Mythos' breakout scores — 93.9% on SWE-bench Verified and 83.1% on CyberGym — as a signal of a major evolution in both software engineering and cybersecurity defense. The firm also said it views Project
(RTTNews) - Starbucks has rolled out a beta version of an app within ChatGPT that makes it easier for customers to find and customize their drink orders with the help of generative AI.
(RTTNews) - Starbucks has rolled out a beta version of an app within ChatGPT that makes it easier for customers to find and customize their drink orders with the help of generative AI.
Harsa Maduranga/iStock via Getty Images The iShares MSCI Emerging Markets ex China ETF ( EMXC ) is a passive ETF that seeks to track the MSCI Emerging Markets ex China Index , a cap-weighted index that captures large and mid-cap equities across 23 of the 24 MSCI EM countries, excluding China. This fund is weighted towards Taiwanese semi’s, Korean memory, and Indian financials. The top holding is c...
Harsa Maduranga/iStock via Getty Images The iShares MSCI Emerging Markets ex China ETF ( EMXC ) is a passive ETF that seeks to track the MSCI Emerging Markets ex China Index , a cap-weighted index that captures large and mid-cap equities across 23 of the 24 MSCI EM countries, excluding China. This fund is weighted towards Taiwanese semi’s, Korean memory, and Indian financials. The top holding is currently TSMC, which is about 18.10% of NAV. I am initiating EMXC as a buy on Seeking Alpha, as the structural trade out of China and into the rest of the broader emerging markets category is real, and it is being backstopped by a U.S. policy agenda around critical minerals and friend shoring that is bipartisan (and well-funded). This looks like a concentrated Asia technology/financials position within an Emerging Markets wrapper, and the relative value from that is worth more than the concentration, but not by much (which is why this is not a strong buy). Macro Backdrop YTD through early March the fund is up approx. ~20-21% on top of +60-62% on a trailing twelve-month basis. The 30-day SEC yield is approx. 2.38%, and its beta against the S&P 500 is 1.00. The question is whether there is room left, and the answer seems to be yes, but not as much as there was two years ago. And, not without acknowledging the concentration risk with Taiwanese concentration sitting within the ETF. However, the fact that EMXC has outperformed the broader emerging market, such as seen with the iShares MSCI Emerging Markets ETF ( EEM ), since inception in July 2017 is not a coincidence. It is the entire idea behind the buy, with the ex-CNY basket being the better basket, because China has been the worse allocation. I do not expect that to change over the next twelve months. The recent Capital Market Outlook by Merrill Lynch , the brokerage and wealth management arm of Bank of America Corporation ( BAC ), lays out two main things that matter directly for EMXC, with the first being productivity. U....
Major earnings expected before the bell on Thursday include: Taiwan Semiconductor Manufacturing Company Limited ( TSM ) PepsiCo ( PEP ) Abbott Laboratories ( ABT ) Charles Schwab Corp. ( SCHW ) U.S. Bancorp ( USB ) Other earnings slated for release before Thursday's open include: BK , CFG , III , JKS , KEY , KRKNF , MAN , MRSH , PLD , TRV , WIT For Seeking Alpha's full earnings season calendar, cl...
Major earnings expected before the bell on Thursday include: Taiwan Semiconductor Manufacturing Company Limited ( TSM ) PepsiCo ( PEP ) Abbott Laboratories ( ABT ) Charles Schwab Corp. ( SCHW ) U.S. Bancorp ( USB ) Other earnings slated for release before Thursday's open include: BK , CFG , III , JKS , KEY , KRKNF , MAN , MRSH , PLD , TRV , WIT For Seeking Alpha's full earnings season calendar, click here .
China’s largest artificial intelligence computing cluster for scientific research entered operation on Tuesday, doubling its number of domestically made AI accelerator chips in just two months, according to state broadcaster CCTV. The AI acceleration cards were produced by Chinese supercomputer developer Sugon, which is affiliated with the Chinese Academy of Sciences, and are running in the core n...
China’s largest artificial intelligence computing cluster for scientific research entered operation on Tuesday, doubling its number of domestically made AI accelerator chips in just two months, according to state broadcaster CCTV. The AI acceleration cards were produced by Chinese supercomputer developer Sugon, which is affiliated with the Chinese Academy of Sciences, and are running in the core node of the national supercomputing network in Zhengzhou, Henan province. The number of chips in the...