Hess Midstream Partners press release ( HESM ): Q4 GAAP EPS of $0.72 beats by $0.06 . Revenue of $404.2M (+2.1% Y/Y) misses by $12.24M . Increased quarterly cash distribution to $0.7641 per Class A share for the fourth quarter of 2025, an increase of $0.0093 per Class A share for the fourth quarter of 2025 compared with the third quarter of 2025. More on Hess Midstream Partners Hess Midstream: Sol...
Hess Midstream Partners press release ( HESM ): Q4 GAAP EPS of $0.72 beats by $0.06 . Revenue of $404.2M (+2.1% Y/Y) misses by $12.24M . Increased quarterly cash distribution to $0.7641 per Class A share for the fourth quarter of 2025, an increase of $0.0093 per Class A share for the fourth quarter of 2025 compared with the third quarter of 2025. More on Hess Midstream Partners Hess Midstream: Solid Fundamentals And Low Valuation May Fuel Upside Hess Midstream: K-1-Free 8.8% Dividend Is Hard To Ignore, Yet Watch The Risks Hess Midstream: No Adjusted EBITDA Growth Hess Midstream Partners Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Hess Midstream Partners
The AI chip race isn't just a one-horse sprint led by Nvidia (NVDA). As hyperscalers like Google (GOOG, GOOGL), Meta (META), and Microsoft (MSFT) race to lower the eye-watering costs of running massive AI models, a second front is opening in the custom silicon wars, with Broadcom (AVGO) as its primary architect. "Broadcom is projected to retain its leadership as the premier AI Server Compute ASIC ...
The AI chip race isn't just a one-horse sprint led by Nvidia (NVDA). As hyperscalers like Google (GOOG, GOOGL), Meta (META), and Microsoft (MSFT) race to lower the eye-watering costs of running massive AI models, a second front is opening in the custom silicon wars, with Broadcom (AVGO) as its primary architect. "Broadcom is projected to retain its leadership as the premier AI Server Compute ASIC design partner with a 60% market share in 2027," according to a recent report from Counterpoint Research. This dominance is underpinned by a symbiotic relationship with the world's most advanced foundry, Taiwan Semiconductor Manufacturing Company (TSM), which remains the "dominant foundry choice ... with close to 99% wafer fabrication share for the top 10 players' AI Server Compute and ASIC shipments." This shift signals the industry is moving beyond Nvidia's pricey, all-purpose GPUs. While Nvidia provides a powerful all-purpose AI tool, tech giants are increasingly designing their own Application-Specific Integrated Circuits (ASICS) tailored to their unique workloads. Broadcom thrives here by acting as the bridge, turning these internal corporate blueprints into functional hardware. By hitching its wagon to the internal capital expenditures of the world's wealthiest companies, Broadcom has seen its stock climb roughly 55% over the last year. The cost-saving incentive for these giants is massive. Goldman Sachs analyst James Schneider noted that the Google-Broadcom TPU (Tensor Processing Unit) is rapidly closing the performance gap with Nvidia, estimating a staggering 70% reduction in "cost-per-token" as the technology evolves from the TPU v6 to the v7. In a world where AI inference costs can severely impact a balance sheet, that efficiency is a powerful gravitational pull toward custom silicon. Google famously trained its Gemini 3 entirely on its TPUs. However, the custom chip boom is not a rising tide that lifts all boats equally. Marvell Technology (MRVL), often cited as ...
Oracle Corp. has kicked off a US dollar bond offering as the company looks to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. The company is selling debt in as many as eight parts with maturities ranging from 3 to 40 years, according to a person with knowledge of the matter. Initial price discussions for t...
Oracle Corp. has kicked off a US dollar bond offering as the company looks to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. The company is selling debt in as many as eight parts with maturities ranging from 3 to 40 years, according to a person with knowledge of the matter. Initial price discussions for the longest portion of the deal — a 40-year bond — are for a premium of about 2.25 percentage point above Treasuries, the person said, asking not to be identified because they’re not authorized to speak publicly. Oracle last tapped the US bond market in September, raising $18 billion in one of the biggest offerings of the year. That deal has weakened in secondary trading amid concerns about Oracle’s rising debt load, which has driven up the cost of insuring its debt against default. Read More: AI Hyperscalers Piling Into One of Busiest Bond Markets Ever
An ambitious plan by Nvidia Corp (NASDAQ:NVDA) to invest as much as $100 billion in OpenAI has reportedly stalled as internal doubts emerge. Nvidia Rethinks Landmark OpenAI Deal Nvidia's proposed investment in OpenAI has hit a roadblock after executives inside the chip giant raised concerns about the scope and structure of the deal, reported Wall Street Journal on Friday. The semiconductor leader ...
An ambitious plan by Nvidia Corp (NASDAQ:NVDA) to invest as much as $100 billion in OpenAI has reportedly stalled as internal doubts emerge. Nvidia Rethinks Landmark OpenAI Deal Nvidia's proposed investment in OpenAI has hit a roadblock after executives inside the chip giant raised concerns about the scope and structure of the deal, reported Wall Street Journal on Friday. The semiconductor leader had announced in September plans to invest up to $100 billion in ChatGPT-maker, a move that would have strengthened ties between the companies while helping OpenAI fund massive data center expansion and secure access to advanced AI chips. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? However, people familiar with the matter told the publication that Nvidia and OpenAI are now reassessing the future of their partnership. Current discussions reportedly center on a significantly smaller equity investment — potentially in the tens of billions of dollars — as part of OpenAI's ongoing fundraising round. An Nvidia spokesperson told Benzinga in an emailed statement that the company has been “OpenAI's preferred partner for the last 10 years. We look forward to continuing to work together.” OpenAI did not immediately respond to Benzinga's request for comment. Jensen Huang Signals Caution Behind The Scenes Nvidia CEO Jensen Huang has privately said that the original $100 billion proposal was nonbinding and never finalized, the report said. Trending: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors. Huang has also expressed concerns about what he views as a lack of financial discipline at OpenAI, particularly as the company spends aggressively to scale infrastructure. The Nvidia chief has additionally pointed...
Microsoft (NASDAQ:MSFT) shares are fresh off a historic decline following the release of some poorly-received quarterly earnings results. Undoubtedly, at its worst, shares shed more than 12% of their value in the session that followed the big reveal. The big headline was that $357 billion in value was wiped out. That’s the worst day for ... A $357B Slap in the Face: Why It’s Time to Buy Microsoft ...
Microsoft (NASDAQ:MSFT) shares are fresh off a historic decline following the release of some poorly-received quarterly earnings results. Undoubtedly, at its worst, shares shed more than 12% of their value in the session that followed the big reveal. The big headline was that $357 billion in value was wiped out. That’s the worst day for ... A $357B Slap in the Face: Why It’s Time to Buy Microsoft Now
One month into 2026, the leaders and laggards in artificial intelligence stocks looks a lot different. More volatility for AI stocks could be on the way.
One month into 2026, the leaders and laggards in artificial intelligence stocks looks a lot different. More volatility for AI stocks could be on the way.
Even with the more recent turbulence, shares of Tesla (NASDAQ:TSLA) have been making up for lost time in the past six months, up close to 40%. Thank the robotaxi opportunity and the rise of the Optimus humanoid robot, which is reportedly poised to go into production in the coming months after the firm announced its ... Tesla Investors Could Be in for a Treat If a SpaceX Merger is on the Table
Even with the more recent turbulence, shares of Tesla (NASDAQ:TSLA) have been making up for lost time in the past six months, up close to 40%. Thank the robotaxi opportunity and the rise of the Optimus humanoid robot, which is reportedly poised to go into production in the coming months after the firm announced its ... Tesla Investors Could Be in for a Treat If a SpaceX Merger is on the Table
The shortest wavelength of a laser beam generated from a crystal has been realised in a laboratory at the Xinjiang Technical Institute of Physics and Chemistry, Chinese Academy of Sciences, according to a new paper. At 158.9 nanometres (nm), it leads to all-solid-state lasers with the highest output energy recorded. The all-solid-state solution offers a desktop-scale size, lower cost, easier maint...
The shortest wavelength of a laser beam generated from a crystal has been realised in a laboratory at the Xinjiang Technical Institute of Physics and Chemistry, Chinese Academy of Sciences, according to a new paper. At 158.9 nanometres (nm), it leads to all-solid-state lasers with the highest output energy recorded. The all-solid-state solution offers a desktop-scale size, lower cost, easier maintenance and performance equal to room-sized laser systems, such as those based on gas plasma and synchrotron radiation. Advertisement The team’s achievement combines theoretical breakthroughs with the cultivation of the higher-quality ABF. Photo: Handout At the heart of this achievement is ammonium fluorooxoborate (ABF), a crystal designed and cultivated by Chinese scientists over 10 years.
Online gaming legend Mark Fischbach writes, directs and stars in this feature about a convict on a vague intergalactic mission – but his barebones production has nothing to show William Goldman’s old showbiz maxim continues to apply that nobody knows anything. Independently financed horror movie Iron Lung has been smuggled into multiplexes without the usual promotional hoopla, where it was keenly ...
Online gaming legend Mark Fischbach writes, directs and stars in this feature about a convict on a vague intergalactic mission – but his barebones production has nothing to show William Goldman’s old showbiz maxim continues to apply that nobody knows anything. Independently financed horror movie Iron Lung has been smuggled into multiplexes without the usual promotional hoopla, where it was keenly awaited by the massed followers of its Hawaiian writer-director-star Mark Fischbach, better known as YouTube gaming legend Markiplier. Many of us have long sensed culture is making a decisive break with the analogue in favour of the (perhaps terminally) online and Fischbach’s film makes that paradigm shift not just visible but visceral; it feels not unlike spending 12 hours on Twitch with all the curtains closed. Though Markiplier is approaching the horror genre from a notionally fresh angle – by adapting Dave Szymanski’s eponymous space-submarine sim – he lands on the narratively rusty idea of an astronaut straying beyond his depth; this is Moon in dimmer light . Beset by ominous rumbles and mounting doubts about the state of mankind, the begrimed and squalid craft singlehandedly piloted by Fischbach’s straggle-haired convict Simon is indistinguishable from the average teenage bedroom. Our hero staggers round this intergalactic deathtrap completing vaguely specified missions – ram this, repair that, download something or other – like a harassed dad ticking off his Sunday to-do list. In this, Simon proves more proficient than Fischbach’s offscreen self, who is either stumped by or oblivious to the film’s fundamental issues. Continue reading...
We have selected seven of the most interesting and important news stories covering global relations from the past few weeks. If you would like to see more of our reporting, please consider subscribing 1. Trump’s freewheeling Davos speech stirs unease among global audience Photo: Reuters There was moderate relief after US President Donald Trump walked back his threat to take Greenland by force at t...
We have selected seven of the most interesting and important news stories covering global relations from the past few weeks. If you would like to see more of our reporting, please consider subscribing 1. Trump’s freewheeling Davos speech stirs unease among global audience Photo: Reuters There was moderate relief after US President Donald Trump walked back his threat to take Greenland by force at the World Economic Forum in Davos, Switzerland, in January – but also concern among critics and lawmakers that his speech was little more than a diversion at a time of significant global peril. Read the full story here 2. Beijing-Ottawa deal reinforces China’s dominance in EV industry, analysts say Photo: pool via Reuters Beijing and Ottawa reached a “landmark” trade agreement in January, slashing tariffs on Chinese electric vehicles, in a move analysts said further cements China’s dominance and suggests the US decline in the global EV market. Advertisement Read the full story here 3. European leaders say the quiet part out loud: order no longer constrains power Illustration: Henry Wong At Davos, a succession of European leaders took to the stage to acknowledge publicly what had long been discussed in private, and what many other parts of the world had taken as a given for years: that the rules-based order on which modern Europe was built had gone.