Getty Images We are living in one of the most transformative phases in human history thanks to AI. I don't think I need to introduce you to the transformative potential of generative AI. Today, the focus has shifted to agentic AI. If you monitor the tech space closely, you'd have noticed the launch of Perplexity Computer a couple of weeks ago, which brings agentic AI to a whole new level. Claude C...
Getty Images We are living in one of the most transformative phases in human history thanks to AI. I don't think I need to introduce you to the transformative potential of generative AI. Today, the focus has shifted to agentic AI. If you monitor the tech space closely, you'd have noticed the launch of Perplexity Computer a couple of weeks ago, which brings agentic AI to a whole new level. Claude Cowork has followed up with some major upgrades as well, including features to automate tasks on the local drive. While the primary focus of the tech world is fixed on automating workflows using agentic AI, I built a small web application over the weekend to organize our twice-weekly badminton games in Dubai. I vibe-coded this application. It took me less than an hour to add almost all the features I expected to add to this application. I have very limited coding knowledge, and I most certainly did not use any of that limited knowledge to vibe-code this application. Exhibit 1: A screengrab from the web app Author Vibe-coding, or the ability for any person to use natural language (such as English) to design and develop applications, has completely overhauled the app development industry in the past 12 months. A few days ago, Alphabet Inc. ( GOOG ) launched its own vibe-coding feature housed within the Google AI Studio ecosystem. This feature is called Build . So far, startups such as Cursor, Lovable, and Replit have dominated the vibe-coding market. For context, Cursor has surpassed $2 billion in ARR. As I discuss in this analysis, Google's entry into vibe-coding opens doors for the company to capture a share of a multi-billion-dollar market that is growing exponentially. Understanding Google AI Studio Build Google AI Studio Build functions as a full-stack application generator. Using Build, you can develop a fully deployable cloud-based application with a customer-facing interface and a server-side runtime that combines advanced features such as API calling and NPM integrati...
Getty Images We are living in one of the most transformative phases in human history thanks to AI. I don't think I need to introduce you to the transformative potential of generative AI. Today, the focus has shifted to agentic AI. If you monitor the tech space closely, you'd have noticed the launch of Perplexity Computer a couple of weeks ago, which brings agentic AI to a whole new level. Claude C...
Getty Images We are living in one of the most transformative phases in human history thanks to AI. I don't think I need to introduce you to the transformative potential of generative AI. Today, the focus has shifted to agentic AI. If you monitor the tech space closely, you'd have noticed the launch of Perplexity Computer a couple of weeks ago, which brings agentic AI to a whole new level. Claude Cowork has followed up with some major upgrades as well, including features to automate tasks on the local drive. While the primary focus of the tech world is fixed on automating workflows using agentic AI, I built a small web application over the weekend to organize our twice-weekly badminton games in Dubai. I vibe-coded this application. It took me less than an hour to add almost all the features I expected to add to this application. I have very limited coding knowledge, and I most certainly did not use any of that limited knowledge to vibe-code this application. Exhibit 1: A screengrab from the web app Author Vibe-coding, or the ability for any person to use natural language (such as English) to design and develop applications, has completely overhauled the app development industry in the past 12 months. A few days ago, Alphabet Inc. ( GOOG ) launched its own vibe-coding feature housed within the Google AI Studio ecosystem. This feature is called Build . So far, startups such as Cursor, Lovable, and Replit have dominated the vibe-coding market. For context, Cursor has surpassed $2 billion in ARR. As I discuss in this analysis, Google's entry into vibe-coding opens doors for the company to capture a share of a multi-billion-dollar market that is growing exponentially. Understanding Google AI Studio Build Google AI Studio Build functions as a full-stack application generator. Using Build, you can develop a fully deployable cloud-based application with a customer-facing interface and a server-side runtime that combines advanced features such as API calling and NPM integrati...
The dollar index (DXY00 ) today is up by +0.02%. The dollar recovered from early losses today and moved slightly higher after Iran said it rejected the US peace proposal. Also, today's US economic news, showing the Feb import price index ex-petroleum posting its biggest increase in 4 years, is...
The dollar index (DXY00 ) today is up by +0.02%. The dollar recovered from early losses today and moved slightly higher after Iran said it rejected the US peace proposal. Also, today's US economic news, showing the Feb import price index ex-petroleum posting its biggest increase in 4 years, is...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.67%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.75%. June E-mini S&P futures (ESM26 ) are up +0.61%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.67%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.75%. June E-mini S&P futures (ESM26 ) are up +0.61%, and June E-mini Nasdaq futures...
CrowdStrike and Palo Alto Networks are pioneering the future of autonomous cybersecurity, positioning themselves for significant, long-term market growth.
CrowdStrike and Palo Alto Networks are pioneering the future of autonomous cybersecurity, positioning themselves for significant, long-term market growth.
Alibaba's new proprietary AI chip marks a strategic pivot to technological self-reliance, positioning its cloud division for long-term global competition.
Alibaba's new proprietary AI chip marks a strategic pivot to technological self-reliance, positioning its cloud division for long-term global competition.
Alexander Sikov SentinelOne ( S ) has entered into a multi-year collaboration with Google Cloud ( GOOG )( GOOGL ) to develop and deploy AI-powered cybersecurity on a global scale. The collaboration will deliver new solutions that integrate SentinelOne's endpoint detection and response tools, security for AI apps and agents, and an AI-native platform with Google Cloud's global-scale infrastructure ...
Alexander Sikov SentinelOne ( S ) has entered into a multi-year collaboration with Google Cloud ( GOOG )( GOOGL ) to develop and deploy AI-powered cybersecurity on a global scale. The collaboration will deliver new solutions that integrate SentinelOne's endpoint detection and response tools, security for AI apps and agents, and an AI-native platform with Google Cloud's global-scale infrastructure and threat intelligence. "With Google Cloud, we have chosen a highly secure and sophisticated platform for a data sovereignty strategy and a strategic partner for intelligence sharing," said Melissa Smith , SVP of Global Strategic Partnerships & Initiatives at SentinelOne. "By bringing together Google's renowned global threat intelligence, leading AI innovation, and world-class cloud data infrastructure with SentinelOne's autonomous security platform and AI-powered runtime protection, we can give customers the ultimate operating advantage for the AI era." SentinelOne's Singularity Platform is now available across three Google Cloud regions, including North America , Frankfurt , and the Kingdom of Saudi Arabia . The collaboration will support AI-powered security with in-country data residency and alignment with regional regulatory frameworks. "Our collaboration with SentinelOne focuses on delivering integrated solutions that support data sovereignty requirements and enable the secure adoption of generative AI," said Satish Thomas , VP of Google Cloud. "By combining Google Cloud's global scale, deep threat intelligence, and advanced AI with SentinelOne's AI-native security platform, we can help customers to strengthen their cyber defense and innovate securely." More on SentinelOne and Alphabet SentinelOne: Remains A Post-Earnings Strong Buy Alphabet: Inside Google Cloud's New Growth Pillars SentinelOne: Contrarian Buying Opportunity Jensen Huang, Mark Zuckerberg among Trump's tech council Google reveals algorithms to address AI memory challenges; memory and storage stocks dro...
We're buying 25 shares of Cardinal Health at roughly $210. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 475 shares of CAH, increasing its weighting in the portfolio to about 2.6% from around 2.5%. We're nibbling on more shares of the drug and medical supplies distributor Cardinal Health. We may have jumped the gun too early on this position and made the mistake of starting t...
We're buying 25 shares of Cardinal Health at roughly $210. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 475 shares of CAH, increasing its weighting in the portfolio to about 2.6% from around 2.5%. We're nibbling on more shares of the drug and medical supplies distributor Cardinal Health. We may have jumped the gun too early on this position and made the mistake of starting too early, but the stock has pulled back roughly 9% since the start of the conflict with Iran. The company makes the majority of its money from distributing branded and generic pharmaceuticals, specialty pharmaceuticals, and over-the-counter health-care and consumer products in the United States, limiting its exposure to geopolitical tensions and the broader macro trends. With no real exposure to the war and earnings per share expected to grow roughly 25% in its current fiscal year, we like building up this position into its recent weakness. By the way, sales of GLP-1 medications have been a nice tailwind to its Pharmaceutical and Specialty Solutions business, adding 6 percentage points of revenue growth in the company's most recent quarter. The only recent news out of the company was on Monday when it announced that, effective immediately, Gregory Kenny was retiring from his position as chairman of the board. He was being replaced by current director Patricia Hemingway Hall. Kenny joined Cardinal Health's board in 2007 and became chair in 2018. Sudden retirements from board members can be unsettling to investors at times, but Cardinal said this decision was not the result of any disagreement with the company on any matter related to its operations, policies, or practices. It's worth mentioning that Kenny also resigned from the board of food and beverage ingredients company Ingredion around the same time, meaning his decision to leave Cardinal was probably a life decision and not business-related. Cardinal added in its 8-K filing that it "remains confident" in its fiscal 202...
Veronique D Alteogen on Wednesday announced an exclusive license agreement with Biogen ( BIIB ) to develop subcutaneously delivered biologics leveraging the South Korean pharma's Hybrozyme platform technology. At the center of the agreement is ALT-B4, a human hyaluronidase product developed using the Hybrozyme platform to convert intravenously delivered biologics into more convenient and rapidly d...
Veronique D Alteogen on Wednesday announced an exclusive license agreement with Biogen ( BIIB ) to develop subcutaneously delivered biologics leveraging the South Korean pharma's Hybrozyme platform technology. At the center of the agreement is ALT-B4, a human hyaluronidase product developed using the Hybrozyme platform to convert intravenously delivered biologics into more convenient and rapidly delivered subcutaneous formulations. As part of the deal, Biogen ( BIIB ) will receive exclusive rights to develop and commercialize SC formulations of two ALT-B4-based biologics, as well as an option to develop a third. In exchange, Alteogen will receive $20M upfront in connection with the first product and $10M once studies for the second product begin. The company is also eligible to receive up to $549M in milestone payments in addition to royalties on net sales. More on Biogen Biogen Inc. (BIIB) Presents at Stifel 2026 Virtual CNS Forum Transcript Biogen Inc. (BIIB) Presents at Leerink Global Healthcare Conference 2026 Transcript Biogen Inc. (BIIB) Presents at TD Cowen 46th Annual Health Care Conference Transcript Eli Lilly, Biogen/ Eisai win U.K. review for use of Alzheimer’s drugs in NHS Biogen outlines $15.25-$16.25 EPS guidance for 2026 while advancing growth products and pipeline
Shares of Baozun ( BZUN ) surged about 18% in the afternoon trade on Wednesday after the company reported fourth-quarter results that beat expectations. Revenue grew 5.9% year-over-year to $453.6M, while non-GAAP EPADS came in at $0.39. Operating income jumped 139.8% to RMB175.5M, with margin expanding to 5.5%. The company reported a net loss of RMB38.0M, compared with net income of RMB0.1M in the...
Shares of Baozun ( BZUN ) surged about 18% in the afternoon trade on Wednesday after the company reported fourth-quarter results that beat expectations. Revenue grew 5.9% year-over-year to $453.6M, while non-GAAP EPADS came in at $0.39. Operating income jumped 139.8% to RMB175.5M, with margin expanding to 5.5%. The company reported a net loss of RMB38.0M, compared with net income of RMB0.1M in the prior-year quarter, primarily due to higher impairment losses on investments. Cash and cash equivalents, restricted cash, and short-term investments totaled RMB2.80B at year-end, compared with RMB2.92B a year earlier. Baozun reiterated its focus on its strategic transition and is targeting annual non-GAAP operating profit of at least RMB550M by 2028. More on Wipro Has More Growth Challenges As Transition To GenAI Platform Continues Ag Growth International Inc. (AFN:CA) Q4 2025 Earnings Call Transcript Cronos Group Inc. (CRON:CA) Presents at The 38th Annual Roth Conference Transcript U.S. not insulated from energy shock despite exporter status, Clarida says—BBG interview U.S. slowdown is getting ‘more extreme’ – strategist
Astera Labs (NASDAQ: ALAB) got knocked down by margin fears, but a new $250 price target suggests Wall Street may see something the market still misses. If AI infrastructure continues to expand and Astera becomes more deeply embedded, this pullback could take on a very different
Astera Labs (NASDAQ: ALAB) got knocked down by margin fears, but a new $250 price target suggests Wall Street may see something the market still misses. If AI infrastructure continues to expand and Astera becomes more deeply embedded, this pullback could take on a very different
Key PointsMultiple people connected to Super Micro Computer have been charged for allegedly smuggling artificial intelligence (AI) technology to China.
Key PointsMultiple people connected to Super Micro Computer have been charged for allegedly smuggling artificial intelligence (AI) technology to China.
Prae_Studio/iStock via Getty Images By Paul Grainger, Fredrik Repton, Robert Dishner and Jaina Varsani, CFA After an extended period of declining yields and credit spreads, we believe the fixed income environment is becoming increasingly nuanced. Near-neutral rates, tight spreads and elevated macro and political risks require investors to tread carefully in setting exposures while taking a broader...
Prae_Studio/iStock via Getty Images By Paul Grainger, Fredrik Repton, Robert Dishner and Jaina Varsani, CFA After an extended period of declining yields and credit spreads, we believe the fixed income environment is becoming increasingly nuanced. Near-neutral rates, tight spreads and elevated macro and political risks require investors to tread carefully in setting exposures while taking a broader approach to maximizing the opportunities that will present themselves. With such a backdrop, we believe global bond portfolios offer an effective way to manage risk, reduce home country bias and expand potential for long-term performance, often providing a complement to existing exposures. With hindsight, the last three years generally rewarded straightforward fixed income positioning: hold duration, be overweight credit and benefit as yields fall from post-pandemic highs. However, we believe that the “easy beta” phase of market dynamics may be behind us. Policy rates are closer to neutral, credit spreads are relatively tight, and macro and political risks are more varied across regions than they have been for some time. Historically, many investors were not penalized for taking a more domestic approach, given the broad sweep of economic and policy trends, producing generally high correlations across fixed income markets. However, with correlations starting to ease, we believe a key question is whether investors should consider strategically blending domestic and global exposures—and whether now could be tactically the right time to do so. We explore the issues in this article. Global Exposure: More to Choose From At a basic level, the varied characteristics and sheer volume of issuers across global markets provide broader opportunities to diversify beta and increase the alpha opportunities over those available in one’s home market. An Opportunity Set That Maximizes Flexibility Building on Existing Exposures Global portfolios represent an opportunity to expand on current e...