Jonathan Kitchen Jensen Huang, CEO of Nvidia ( NVDA ) said the recent selloff in U.S. semiconductor stocks should be viewed in the context of a much larger trend, stating that "We are at the outset of the AI revolution." "We're at the beginning of it, and whatever happened to the stock market, you should be very happy because now you can buy at a discount. Everybody should be very excited." Huang ...
Jonathan Kitchen Jensen Huang, CEO of Nvidia ( NVDA ) said the recent selloff in U.S. semiconductor stocks should be viewed in the context of a much larger trend, stating that "We are at the outset of the AI revolution." "We're at the beginning of it, and whatever happened to the stock market, you should be very happy because now you can buy at a discount. Everybody should be very excited." Huang told reporters in Seoul on June 8 after meetings with South Korean business leaders. Responding to questions about how that selloff should be perceived, Huang added that it can be viewed as a buying opportunity, arguing that the buildout of AI infrastructure remains in its early stages despite investor concerns about overheating in the AI trade. “It is a foregone conclusion that AI will be infrastructure for the world, just like the internet was infrastructure for the world,” he added. Broadly, global tech names come under pressure after stronger-than-expected U.S. jobs data raised concerns that the Federal Reserve may keep interest rates elevated for longer. South Korea's benchmark KOSPI Index fell sharply on Monday as investors retreated from AI-related stocks that have driven much of the recent rally in global equities. AI-linked ETFs: ( BOTZ ), ( AIQ ), ( ROBO ), ( THNQ ), ( CHAT ), ( IGPT ), ( ARTY ), ( WTAI ), ( AIEQ ), ( ARKQ ), ( QQQ ), ( VGT ), ( XLK ), ( SMH ), ( SOXX ). More on Nvidia Nvidia: Downgrade To Hold As Earnings Fail To Push Price Higher Nvidia: I Do Not Fear The AI Bubble Yet NVIDIA Corporation (NVDA) Presents at Bank of America 2026 Global Technology Conference Transcript UK AI start-up PhysicsX hits $2.4B valuation following $300M Temasek-led deal South Korea's Naver will build AI factories using Nvidia's DSX platform
Jonathan Kitchen Jensen Huang, CEO of Nvidia ( NVDA ) said the recent selloff in U.S. semiconductor stocks should be viewed in the context of a much larger trend, stating that "We are at the outset of the AI revolution." "We're at the beginning of it, and whatever happened to the stock market, you should be very happy because now you can buy at a discount. Everybody should be very excited." Huang ...
Jonathan Kitchen Jensen Huang, CEO of Nvidia ( NVDA ) said the recent selloff in U.S. semiconductor stocks should be viewed in the context of a much larger trend, stating that "We are at the outset of the AI revolution." "We're at the beginning of it, and whatever happened to the stock market, you should be very happy because now you can buy at a discount. Everybody should be very excited." Huang told reporters in Seoul on June 8 after meetings with South Korean business leaders. Responding to questions about how that selloff should be perceived, Huang added that it can be viewed as a buying opportunity, arguing that the buildout of AI infrastructure remains in its early stages despite investor concerns about overheating in the AI trade. “It is a foregone conclusion that AI will be infrastructure for the world, just like the internet was infrastructure for the world,” he added. Broadly, global tech names come under pressure after stronger-than-expected U.S. jobs data raised concerns that the Federal Reserve may keep interest rates elevated for longer. South Korea's benchmark KOSPI Index fell sharply on Monday as investors retreated from AI-related stocks that have driven much of the recent rally in global equities. AI-linked ETFs: ( BOTZ ), ( AIQ ), ( ROBO ), ( THNQ ), ( CHAT ), ( IGPT ), ( ARTY ), ( WTAI ), ( AIEQ ), ( ARKQ ), ( QQQ ), ( VGT ), ( XLK ), ( SMH ), ( SOXX ). More on Nvidia Nvidia: Downgrade To Hold As Earnings Fail To Push Price Higher Nvidia: I Do Not Fear The AI Bubble Yet NVIDIA Corporation (NVDA) Presents at Bank of America 2026 Global Technology Conference Transcript UK AI start-up PhysicsX hits $2.4B valuation following $300M Temasek-led deal South Korea's Naver will build AI factories using Nvidia's DSX platform
Japanese toilet maker Toto Ltd. ( TOTDY ) will fully resume new orders for prefabricated bathrooms from Tuesday, ending restrictions imposed earlier this year as the Iran war disrupted its supply of naphtha-derived materials, according to Bloomberg News. The company is going back to normal delivery schedules as the supply outlook for raw materials has improved, and it has completed upgrades to its...
Japanese toilet maker Toto Ltd. ( TOTDY ) will fully resume new orders for prefabricated bathrooms from Tuesday, ending restrictions imposed earlier this year as the Iran war disrupted its supply of naphtha-derived materials, according to Bloomberg News. The company is going back to normal delivery schedules as the supply outlook for raw materials has improved, and it has completed upgrades to its ordering system, a spokesperson said, as per the report. More on TOTO LTD. Historical earnings data for TOTO LTD. Financial information for TOTO LTD.
Andrii Yalanskyi/iStock via Getty Images KKR & Co. Inc. ( KKR ) is a leading global investment firm, founded in 1976, which, as of the first quarter of 2026, has total assets of about $412 billion. The firm has 50 years of experience in the markets and has 35 global offices on 4 continents. In the following lines, we will tell you a little about it and look at its financial instruments. And here y...
Andrii Yalanskyi/iStock via Getty Images KKR & Co. Inc. ( KKR ) is a leading global investment firm, founded in 1976, which, as of the first quarter of 2026, has total assets of about $412 billion. The firm has 50 years of experience in the markets and has 35 global offices on 4 continents. In the following lines, we will tell you a little about it and look at its financial instruments. And here you can also see our previous article about the company. KKR overview (kkr.com) The current market capitalization is close to $85.31 billion. The total debt for the first Q is around $55.7 billion. The assets under management are worth $758 billion (up 14% year-over-year), and fee-paying assets under management are $615 billion (up 17% year-over-year). KKR's first quarter highlights (kkr.com) The largest part of the capital portfolio is 41% in "Traditional Private Equity" and 16% in "Real Estate". asset management investment holdings (kkr.com) And when we talk about industry diversification, the largest parts are 33% in "Business Services", and 28% in "Consumer". Industry diversification (kkr.com) KKR has an "A" credit rating by S&P and Fitch: financial profile (kkr.com) Baby Bonds KKR's baby bonds (author's database) KKR has two exchange-traded bonds: KKRS and KKRT . Both are investment-grade (S&P/Fitch: BBB+/BBB+), with maturities of around 35-39 years. KKRS is already callable, while KKRT has close to 4 years to call with a call date of 06/01/2030. Both are currently trading below par. KKRS has a yield to maturity of around 7.74%, and KKRT has a YTM of around 7.2%. We can say that a YTM of over 7.7%+ at investment grade is not a bad deal, especially for a long-term conservative investor. The main risk is the long maturity when the interest rate environment changes. But still, let's show you where the bonds sit compared to their peers - other high-duration baby bonds that trade below par and have investment-grade credit ratings: KKR's baby bonds vs peers (author's database...
(RTTNews) - Roche (RHHBY) announced it has entered into an exclusive licensing and collaboration agreement with Nurix Therapeutics, Inc. (NRIX). The two companies will co-develop and co-commercialise bexobrutideg (NX-5948), Nurix's investigational Bruton's Tyrosine Kinase (BTK) d
(RTTNews) - Roche (RHHBY) announced it has entered into an exclusive licensing and collaboration agreement with Nurix Therapeutics, Inc. (NRIX). The two companies will co-develop and co-commercialise bexobrutideg (NX-5948), Nurix's investigational Bruton's Tyrosine Kinase (BTK) d
RyanJLane/E+ via Getty Images The last time I spoke about Regeneron Pharmaceuticals ( REGN ), it was with a Seeking Alpha article entitled " Regeneron: Solid Investment Based On Continued EYLEA Expansion ." With respect to this article, I mentioned that the company was looking to expand its EYLEA franchise by receiving FDA approval of a higher 8 mg dose of EYLEA, known as EYLEA HD. The company has...
RyanJLane/E+ via Getty Images The last time I spoke about Regeneron Pharmaceuticals ( REGN ), it was with a Seeking Alpha article entitled " Regeneron: Solid Investment Based On Continued EYLEA Expansion ." With respect to this article, I mentioned that the company was looking to expand its EYLEA franchise by receiving FDA approval of a higher 8 mg dose of EYLEA, known as EYLEA HD. The company has been doing well with this drug because not only did it receive FDA approval then, but it has also been growing sales for it. The thing to note, though, is that the company has been making a switch of patients from EYLEA to EYLEA HD . Plus, there is competition in place from Roche ( RHHBY ) with its approved drug VABYSMO , which has been approved to treat patients with wet age-related macular degeneration [Wet-AMD], diabetic macular edema [DME], and macular edema following retinal vein occlusion [RVO]. Despite competition in place, U.S. sales of EYLEA HD increased by 52% to $468 million in Q1 of 2026. However, when looking at both EYLEA HD and EYLEA U.S. net sales, there was a decrease of 10% to $941 million. I believe that sales for its EYLEA franchise should continue to be strong going forward. The reason why is because there are two positives for this program. The first positive for it is that the company in April of 2026 was able to receive expansion approval of maintenance dosing of EYLEA HD given up to every 20 weeks [5 months] for the treatment of patients with wet AMD and DME. Secondly, the company is in the process of attempting to seek FDA approval of EYLEA HD as a pre-filled syringe. There was a problem with a third-party manufacturing issue, and that's why it hasn't received approval for it. However, it expects a regulatory decision for the applications in Q2 of 2026. DUPIXENT also continues to sell well, having reported global net sales of $4.9B for Q1 2026, which is a 31% year-over-year increase. This drug is approved for 9 indications globally. I had a "Buy" ...
Iata boss Willie Walsh blames fuel suppliers, governments and aircraft makers, saying new ‘realistic timeline’ now needed Air fare rises ‘inevitable’ as airlines face extra $100bn jet fuel bill The aviation industry’s landmark pledges to be net zero by 2050 will probably not now be achieved, airline leaders have admitted. The collective goal to eliminate net carbon emissions was declared by global...
Iata boss Willie Walsh blames fuel suppliers, governments and aircraft makers, saying new ‘realistic timeline’ now needed Air fare rises ‘inevitable’ as airlines face extra $100bn jet fuel bill The aviation industry’s landmark pledges to be net zero by 2050 will probably not now be achieved, airline leaders have admitted. The collective goal to eliminate net carbon emissions was declared by global airlines only five years ago in 2021, with similar pledges made by national aviation industry leaders and governments, including in the UK, in 2020. Continue reading...