OpenAI proposes taxes on AI profits, public wealth funds, and expanded safety nets to address job loss and inequality, blending redistribution with capitalism as policymakers debate AI’s economic impact.
OpenAI proposes taxes on AI profits, public wealth funds, and expanded safety nets to address job loss and inequality, blending redistribution with capitalism as policymakers debate AI’s economic impact.
Iranian authorities cut access to internet on 28 February leaving many with limited information about war Iran’s internet shutdown, which began shortly after the first US-Israel strikes in late February, is now the longest national-scale blackout since the Arab spring, monitors have said. Iranian authorities cut all access to the internet on 28 February, the day the war began, after an earlier shu...
Iranian authorities cut access to internet on 28 February leaving many with limited information about war Iran’s internet shutdown, which began shortly after the first US-Israel strikes in late February, is now the longest national-scale blackout since the Arab spring, monitors have said. Iranian authorities cut all access to the internet on 28 February, the day the war began, after an earlier shutdown in January during nationwide protests. This current blackout has lasted more than 38 days. Continue reading...
An October 2025 image of OpenAI’s UAE Stargate data center under construction. | Image: G42 Iran's Islamic Revolutionary Guard Corps (IRGC) has published a video threatening OpenAI's planned Abu Dhabi datacenter if the US follows through on threats to attack the country's power plants, as reported earlier by Tom's Hardware . The video, which was published to an Iranian state-backed news outlet's X...
An October 2025 image of OpenAI’s UAE Stargate data center under construction. | Image: G42 Iran's Islamic Revolutionary Guard Corps (IRGC) has published a video threatening OpenAI's planned Abu Dhabi datacenter if the US follows through on threats to attack the country's power plants, as reported earlier by Tom's Hardware . The video, which was published to an Iranian state-backed news outlet's X account on April 3rd, says the IRGC will carry out the "complete and utter annihilation" of US-linked energy and technology companies in the region, before showing an image of OpenAI's $30 billion in-progress Stargate facility in the United Arab Emirates. OpenAI's overarching $500 billion Stargate project includes investments from Oracle, … Read the full story at The Verge.
One of the most successful investors, Peter Lynch is known for managing a fund at Fidelity Investments and delivering exceptional results. His investment style encouraged everyday investors to identify companies they understand, and he always liked to focus on the smaller, lesser-known companies. Lynch believed that growth stocks have the potential to generate impressive returns. ... What Peter Ly...
One of the most successful investors, Peter Lynch is known for managing a fund at Fidelity Investments and delivering exceptional results. His investment style encouraged everyday investors to identify companies they understand, and he always liked to focus on the smaller, lesser-known companies. Lynch believed that growth stocks have the potential to generate impressive returns. ... What Peter Lynch Would Buy in This Market — and the 3 Stocks That Fit His Playbook Today
Bill Pugliano/Getty Images News Dow Inc. ( DOW ) shares may have run too far, too fast, according to a new research report from Bank of America Securities. Analysts led by Matthew DeYoe on Monday downgraded the chemical maker to Underperform from a previous investment rating of Neutral. The call comes after a sharp rally in the shares, which analysts say is being fueled by short-term market disrup...
Bill Pugliano/Getty Images News Dow Inc. ( DOW ) shares may have run too far, too fast, according to a new research report from Bank of America Securities. Analysts led by Matthew DeYoe on Monday downgraded the chemical maker to Underperform from a previous investment rating of Neutral. The call comes after a sharp rally in the shares, which analysts say is being fueled by short-term market disruptions rather than sustainable improvements in underlying fundamentals. Rally driven by conflict, not fundamentals The report points to the ongoing geopolitical conflict involving Iran as a key driver behind surging petrochemical prices, which in turn have boosted Dow’s ( DOW ) earnings outlook. Prices for key inputs such as ethylene have spiked dramatically, creating a temporary window of elevated margins for producers. However, BofA analysts caution that these gains are unlikely to persist. While Dow ( DOW ) is expected to benefit from stronger pricing through mid-2026, the report forecasts that chemical prices will begin to decline later in the year as supply chains normalize and disruptions ease. Earnings surge expected to fade BofA significantly raised its near-term earnings estimates, projecting 2026 earnings before interest, taxes, depreciation and amortization of nearly $6 billion, up sharply from prior forecasts due to higher margins and tighter supply conditions. Even so, the firm argues that investors are placing too much weight on these elevated earnings levels. The report suggests that markets are effectively pricing in an extended period of “overearning,” whereas analysts expect peak conditions to last only a few quarters before reverting to more typical levels. Structural oversupply remains a concern Beyond the near-term boost, the report highlights deeper challenges facing the global petrochemical industry. A wave of new capacity, particularly in China, is expected to outpace demand growth for several years, pushing utilization rates lower and weighing on pri...
helen89 Liberty Global ( LBTYA ) made an offer to purchase a London-based franchise that would be part of a new European basketball league being formed by the U.S. National Basketball Association. Liberty Global ( LBTYA ) tabled a bid ahead of a deadline last week, according to a Sky News report on Monday. Liberty Global ( LBTYA ) expressed interest in partnering with either MSP Sports Capital or ...
helen89 Liberty Global ( LBTYA ) made an offer to purchase a London-based franchise that would be part of a new European basketball league being formed by the U.S. National Basketball Association. Liberty Global ( LBTYA ) tabled a bid ahead of a deadline last week, according to a Sky News report on Monday. Liberty Global ( LBTYA ) expressed interest in partnering with either MSP Sports Capital or Jahm Najafi, one of MSP's founders, for the NBA Europe franchise, according to the report, which cited unidentified sources. The London team has received multiple bids worth hundreds of millions of pounds, the report said. Berlin, Paris, Madrid, Manchester, and Milan are also expected to have NBA European teams. Liberty Global declined to comment to Sky, while neither MSP nor Najafi could be reached for comment. More on Liberty Global Liberty Global Ltd. (LBTYA) Presents at NSR/BCG Global Connectivity Leaders Conference- London Transcript Liberty Global: Sunrise 2.0, Just Bigger. Not Late To Jump On This Spin-Off Train Liberty Global Ltd. (LBTYA) Q4 2025 Earnings Call Transcript Liberty Global outlines Ziggo Group spin-off and targets $1.5B corporate cash by 2026 amid major UK/Netherlands transactions Liberty Global reports Q4 results
Rocket Lab (NASDAQ: RKLB) just ripped higher, but the market may be celebrating the wrong catalyst. This video breaks down why Neutron's timeline matters more than SpaceX IPO hype, and why the stock's long-term upside still depends on execution catching up with belief.
Rocket Lab (NASDAQ: RKLB) just ripped higher, but the market may be celebrating the wrong catalyst. This video breaks down why Neutron's timeline matters more than SpaceX IPO hype, and why the stock's long-term upside still depends on execution catching up with belief.
Just_Super/E+ via Getty Images Introduction Palantir ( PLTR ) closed Friday night at $148 around the same levels when I initially covered the stock last year and it’s down about 29% from the highs of $207. I am convinced that this is the best entry point in the stock since last summer. Not only is the business performing well in this pullback, it’s accelerating. They’ve been selected as a core sof...
Just_Super/E+ via Getty Images Introduction Palantir ( PLTR ) closed Friday night at $148 around the same levels when I initially covered the stock last year and it’s down about 29% from the highs of $207. I am convinced that this is the best entry point in the stock since last summer. Not only is the business performing well in this pullback, it’s accelerating. They’ve been selected as a core software developer for the Golden Dome missile defense program. They’ve been expanding their partnership with Bain and they’re ready to report Q1 earnings on May 4 with a momentum story that just can’t be explained away by the bears, in my view. The price is down, but the story is bigger, so I am buying here. The Thesis That Keeps Getting Stronger I think Palantir has crossed the threshold that only a handful of software companies ever reach, the threshold at which both the government and commercial engines are spinning. The bear thesis for years has been that the commercial segment will never build enough speed to reach the government one. I believe the bear thesis is dead. In 2025, the United States commercial revenue growth was up 109% for the year and came in at $1.465 billion. The United States government revenue was up 55% for the year and came in at $1.855 billion. They are growing in both segments, and I think it’s this unique attribute, the ability to be the only software name in the AI conversation with both flywheels spinning, that I think sets the company apart from every other name in the AI conversation. Palantir Q4 The ontology layer that Palantir developed before anyone knew why it was important is exactly what the enterprise needs most today. The AI models are becoming commodities in an ever-increasing hurry. The hard part is no longer making those models; it's making those models connect to live data and all the control, audit, and security that regulated industries require. Palantir solved this problem years ago. My guess is that this advantage accelerates a...
Systematic investors are poised to flip back into equity-buying mode after slashing their exposure to multi-year lows during the recent market selloff, according to Goldman Sachs Group Inc. ’s trading desk. The so-called fast-money cohort — which includes commodity trading advisers and volatility-targeting strategies — dumped roughly $240 billion of global stocks over the past month as markets tum...
Systematic investors are poised to flip back into equity-buying mode after slashing their exposure to multi-year lows during the recent market selloff, according to Goldman Sachs Group Inc. ’s trading desk. The so-called fast-money cohort — which includes commodity trading advisers and volatility-targeting strategies — dumped roughly $240 billion of global stocks over the past month as markets tumbled, Goldman said in a Monday note to clients. That wave of selling appears to be drying up: The bank’s traders estimate the group could be net buyers of around $55 billion over the next month, including roughly $20 billion in US equities. Goldman expects any moves to be gradual, with only $5 billion of buying over the coming week. That could make their near-term impact muted, the bank said. “The mechanical bid is improving, but it is more a mid-month tailwind than an immediate cushion,” wrote Lee Coppersmith , a managing director at the bank. The shift could signal an inflection point in a market selloff that has taken the S&P 500 Index as much as 9% from its all-time highs, as investors reacted to a surge in oil prices sparked by the war in Iran. Stocks have shown signs of a nascent rebound in recent session, though the trajectory of the conflict remains far from certain. The strength of a near-term rally could dictate how aggressively the funds move. Goldman’s models estimate that a roughly 8% gain in the S&P 500 over the next month could see systematic funds ramp up their purchases to as much as $220 billion globally, with more than half of that concentrated in US markets. Conversely, a further decline of around 10% would trigger an additional $110 billion of selling. Key technical levels may offer a clue to which path the market takes. Goldman’s Paul Leyzerovich points to the 6,720 to 6,740 range on the S&P 500 as a critical re-engagement zone, where short- and medium-term trend signals would begin to flip back into positive territory, potentially accelerating inflows...
afterday/iStock via Getty Images Analog semiconductor companies, such as Texas Instruments ( TXN ) or Analog Devices ( ADI ), are seeing a “meaningful improvement” in demand for several reasons beyond artificial intelligence, investment firm KeyBanc Capital Markets said. Among the reasons are a rise in lead times due to tight supply and demand being full forward in certain markets, such as PCs and...
afterday/iStock via Getty Images Analog semiconductor companies, such as Texas Instruments ( TXN ) or Analog Devices ( ADI ), are seeing a “meaningful improvement” in demand for several reasons beyond artificial intelligence, investment firm KeyBanc Capital Markets said. Among the reasons are a rise in lead times due to tight supply and demand being full forward in certain markets, such as PCs and smartphones, to get ahead of rising memory prices. Additionally, Taiwan Semiconductor ( TSM ) has started to cut support for lagging-edge capacity as it looks to add more chip-on-a-wafer-substrate supply. Lastly, the non-AI portion of the analog market is “increasingly” competing for resources when compared to AI, especially in power management, where Nvidia's ( NVDA ) GPUs have seen an average of a 40% increase in power requirement needs from generation to generation. “This is leading to broad-based price increases across semiconductors, as many power analog suppliers [ON, IFX, MPWR, Renesas (RNS), AOSL] have announced price increases particularly within power management,” KeyBanc analyst John Vinh wrote in a note to clients. As such, there are positive implications for companies across the space, including TI, Analog Devices, Microchip ( MCHP ), NXP Semiconductors ( NXPI ), and Onsemi ( ON ). “Positive implications include: 1) Channel booking trends are seeing a meaningful improvement given increasing lead times and supply tightness; 2) Tightness in supply in part driven by outsized AI demand is driving broad-based price increases particularly within analog power,” Vinh added. More on analog chipmakers Microchip: Growth Trend Improving After Major Plunge NXP Semiconductors N.V. (NXPI) Presents at 2026 Cantor Global Technology & Industrial Growth Conference Transcript Texas Instruments' Dip Doesn't Improve Its Premium Analog Story - Reiterate Hold AMD, Analog Devices get 30-day upside catalyst watches at Citi; Apple suppliers favored Vertiv Holdings tops large-cap ROE gro...
We just covered the 10 Best Stocks to Buy According to Billionaire Ken Griffin. Amazon.com, Inc. (NASDAQ:AMZN) ranks #2 (see the 5 Best Stocks to Buy According to Ken Griffin). Ken Griffin’s Stake Value: $3,263,557,286 Despite Azure and Google Cloud catching up, AWS still owns 32% of the global market, maintaining a lead over Azure’s 22% and […]
We just covered the 10 Best Stocks to Buy According to Billionaire Ken Griffin. Amazon.com, Inc. (NASDAQ:AMZN) ranks #2 (see the 5 Best Stocks to Buy According to Ken Griffin). Ken Griffin’s Stake Value: $3,263,557,286 Despite Azure and Google Cloud catching up, AWS still owns 32% of the global market, maintaining a lead over Azure’s 22% and […]