When investors scan the AI semiconductor equipment space, two names dominate the conversation: ASML (NASDAQ:ASML), with its cutting-edge lithography monopoly, and ACM Research (NASDAQ:ACMR), with its specialized wafer-cleaning tech. They grab the headlines, the analyst upgrades, and the breathless commentary. But one player has been methodically outpacing almost everyone else — and doing it withou...
When investors scan the AI semiconductor equipment space, two names dominate the conversation: ASML (NASDAQ:ASML), with its cutting-edge lithography monopoly, and ACM Research (NASDAQ:ACMR), with its specialized wafer-cleaning tech. They grab the headlines, the analyst upgrades, and the breathless commentary. But one player has been methodically outpacing almost everyone else — and doing it without ... This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition
Hotels and resorts are tempering expectations for the World Cup in the U.S. this summer after early booking trends indicated demand is coming in lower than expected, according to Hotel Dive. Notably, bookings in some host cities remain in the single digits months before kickoff, reinforcing a sense of caution around over-reliance on match-related demand. An analysis by OysterLink of booking data a...
Hotels and resorts are tempering expectations for the World Cup in the U.S. this summer after early booking trends indicated demand is coming in lower than expected, according to Hotel Dive. Notably, bookings in some host cities remain in the single digits months before kickoff, reinforcing a sense of caution around over-reliance on match-related demand. An analysis by OysterLink of booking data and industry reports indicates that U.S. RevPAR is projected to rise only slightly during the tournament, which would be a disappointment for hotel operators who had high hopes for a summer surge. Many properties in host markets have filled only a small share of FIFA room blocks, prompting operators to abandon an event-only strategy and reopen inventory to regular corporate and leisure travelers to avoid sitting on unused rooms. Hotel operators are adjusting by embracing more dynamic pricing, loosening length-of-stay restrictions, and maintaining broad distribution, rather than banking on last‑minute surges at ultra‑premium rates. "What we’re seeing is a pivot toward flexibility," OysterLink's Milos Eric told Hotel Dive. "Hotels are adjusting rates, relaxing booking restrictions, and treating this more like a high-demand summer period rather than a once-in-a-generation windfall," he added. The World Cup games kick off in under 100 days. More on the hotel sector Hyatt Remains A Hold Amid Market Risks, Technical Caution, And Valuation Marriott International, Inc. (MAR) Presents at J.P. Morgan Gaming, Lodging, Restaurant, and Leisure Management Access Forum Transcript Hyatt Hotels Corporation (H) Presents at J.P. Morgan Gaming, Lodging, Restaurant, and Leisure Management Access Forum Transcript Hyatt’s executive chairman Tom Pritzker retires citing Epstein ties Here's what executives are saying about inflation and affordability
Google just crossed a line that scientists spent decades arguing was theoretically possible but practically out of reach. On February 9, 2026, Google’s quantum team demonstrated below-threshold quantum error correction, meaning that adding more qubits to their system actually reduced errors instead of multiplying them. That sounds like an internal engineering ...
Google just crossed a line that scientists spent decades arguing was theoretically possible but practically out of reach. On February 9, 2026, Google’s quantum team demonstrated below-threshold quantum error correction, meaning that adding more qubits to their system actually reduced errors instead of multiplying them. That sounds like an internal engineering ...
e-crow/iStock via Getty Images By Mike Larson What will oil stocks do if crude oil really goes vertical? As in, toward its all-time high... or even (gulp) $200 a barrel? Surprisingly, one example from the not-too-distant past suggests energy stock investors might be a little disappointed. Take a look at the MoneyShow Chart of the Day. It shows the incredible run in WTI crude oil futures during the...
e-crow/iStock via Getty Images By Mike Larson What will oil stocks do if crude oil really goes vertical? As in, toward its all-time high... or even (gulp) $200 a barrel? Surprisingly, one example from the not-too-distant past suggests energy stock investors might be a little disappointed. Take a look at the MoneyShow Chart of the Day. It shows the incredible run in WTI crude oil futures during the infamous 2007-2008 bull market - and compares it to the move in two leading energy ETFs, the State Street Energy Select Sector SPDR Fund ( XLE ) in black and the State Street SPDR S&P Oil & Gas Exploration & Production ETF ( XOP ) in blue. WTI Crude Oil Futures, XLE, and XOP (August 2007-July 2008, % Change) (Source: TradingView) You can see that WTI went bonkers - up roughly 100% between August 2007 and July 2008. But XOP rose just 46.2%, while XLE gained only 18.7%. Sure, those gains aren’t bad. But they don’t represent a “double,” either. How does the 2007-2008 experience compare with what we’ve seen (so far) in 2026? Take a look... WTI Crude Oil Futures, XLE, and XOP (YTD % Change) (Source: TradingView) WTI was up 64% year-to-date as of yesterday afternoon. But once again, XOP was up just 43.9% and XLE was up only 34.9%. That sure beats the 5.2% loss for the SPDR S&P 500 ETF Trust ( SPY ). But it shows that when oil prices go ballistic, you won’t necessarily capture it all as an investor in energy stocks. And it makes sense, when you think about it. If prices really surge in the shorter term, it crushes longer-term demand by kneecapping economic growth. The economy and markets collapsed in 2008 - and even though that was predominantly because of the mortgage and housing market crisis, $150-a-barrel oil didn’t help. That fear of demand destruction down the road is why energy stock investors won’t pay through the nose upfront. In this case, sector investors are also worried about damage to Persian Gulf infrastructure and other facilities owned in part by large energy sec...
Blue Owl Capital Inc. is boosting its team dedicated to bringing the ultra-wealthy into private markets, betting investors will look past recent jitters to expand in an area where they’ve traditionally had limited exposure. The firm, grappling to shore up confidence in its retail-focused funds, is seeking to partner with family offices across opportunities ranging from large scale co-investments t...
Blue Owl Capital Inc. is boosting its team dedicated to bringing the ultra-wealthy into private markets, betting investors will look past recent jitters to expand in an area where they’ve traditionally had limited exposure. The firm, grappling to shore up confidence in its retail-focused funds, is seeking to partner with family offices across opportunities ranging from large scale co-investments to pooled vehicles. It hired Blake Shorthouse from KKR & Co Inc. to lead the push a year ago, and has expanded the team to about eight people. Investment firms for the wealthy represented just $9 billion of the firm’s $307 billion under management at the end of last year, according to a person familiar with the matter, underscoring what the New York-based Blue Owl sees as the growth potential of the initiative. A JPMorgan Chase & Co. survey of 333 family offices globally published last month found almost 60% have no allocation to private credit and about 30% planned to increase exposure over the next 12 to 18 months. Blue Owl’s push into family capital predates the current turmoil in the $1.8 trillion private credit sector, where concern about valuations, concentration risk and liquidity are swirling. Industry executives are attempting to downplay risks and show how underlying portfolio companies are still performing but the negative sentiment is likely to hamper fundraising. Read more: Apollo, Blue Owl Lament Private Credit’s Liquidity Confusion Get the Going Private newsletter for coverage of private markets and the forces moving capital away from the public eye. Delivered Wednesdays and Fridays. Still, two-and-a-half times as many family offices planned to increase their exposure to private assets as opposed to reducing it, according to the JPMorgan survey. And, compared with retail investors, the ultra-wealthy are seen as potentially more comfortable parking cash in less liquid funds. “We’re approaching them as long-term partners,” said Shorthouse , Blue Owl’s head of fa...
“The thesis of AI is very big. It’s probably one of the largest events in at least my lifetime,” says Monroe President Zia Uddin, discussing the creditor concerns about how AI may affect borrowers. “But what ends up happening is everyone kind of throws the baby out with the bathwater.” Uddin joins Bloomberg Intelligence’s Noel Hebert on the latest episode of Credit Crunch to talk about why not all...
“The thesis of AI is very big. It’s probably one of the largest events in at least my lifetime,” says Monroe President Zia Uddin, discussing the creditor concerns about how AI may affect borrowers. “But what ends up happening is everyone kind of throws the baby out with the bathwater.” Uddin joins Bloomberg Intelligence’s Noel Hebert on the latest episode of Credit Crunch to talk about why not all software is created equal when it comes to AI exposure, as well as the benefits of originating deal
Intel (NASDAQ: INTC) just announced a new GPU. It's not for gaming, and it's not destined for data centers. Instead, the Intel Arc Pro B70 is tailor-made for running AI workloads on workstations locally. Priced at $949, the Arc Pro B70 is drastically less expensive than the $1,800 RTX Pro 4000 from Nvidia and the $1,299 Radeon AI Pro R9700 from AMD . While Nvidia retains an important advantage wit...
Intel (NASDAQ: INTC) just announced a new GPU. It's not for gaming, and it's not destined for data centers. Instead, the Intel Arc Pro B70 is tailor-made for running AI workloads on workstations locally. Priced at $949, the Arc Pro B70 is drastically less expensive than the $1,800 RTX Pro 4000 from Nvidia and the $1,299 Radeon AI Pro R9700 from AMD . While Nvidia retains an important advantage with CUDA, its proprietary software platform that protects its massive market share, Intel's claimed performance advantage could be enough for the company to make some inroads in this market. Image source: Intel. Continue reading
UK Pushes Ahead With Temporary Ban On Political Crypto Donations Authored by Stephen Katte via CoinTelegraph.com, The UK government is advancing plans for a moratorium on political donations made through cryptocurrencies, following an independent review and pressure from multiple high-ranking politicians. Cointelegraph reported on Wednesday that the Rycroft Review, an independent inquiry into fore...
UK Pushes Ahead With Temporary Ban On Political Crypto Donations Authored by Stephen Katte via CoinTelegraph.com, The UK government is advancing plans for a moratorium on political donations made through cryptocurrencies, following an independent review and pressure from multiple high-ranking politicians. Cointelegraph reported on Wednesday that the Rycroft Review, an independent inquiry into foreign financial interference in the UK’s political and electoral systems, recommended a moratorium on crypto donations to political parties. New statements from UK Prime Minister Keir Starmer on Wednesday have confirmed that the government will pursue the temporary ban. “I can tell the House we will act decisively to protect our democracy. That will include a moratorium on all political donations made through cryptocurrencies,” said Starmer during Prime Minister's Question Time on Wednesday. Several members of parliament, including the chair of the security committee , have been pushing for a full ban this year , warning that foreign states could exploit crypto payments to influence UK politics. UK Prime Minister Keir Starmer pledged a moratorium on all crypto political donations. Source: YouTube Under the new measure, crypto will be prohibited for political donations until robust regulations are in place to prevent untraceable funds and foreign interference in UK elections, according to a separate government statement on Wednesday. Bill still has to pass and become law The ban would require amending the Representation of the People Bill, and the government said the changes would take “retrospective effect” from March 25. The legislation is at the committee stage in the House of Commons. It needs to pass through both the House of Commons and the House of Lords, then receive royal assent from King Charles III to become law. The legislation is still at the committee stage in the House of Commons. Source: UK Parliament “Once the legislation comes into force, political parties an...