Why this AI leader probably won't tumble from its mountain top any time soon. Nvidia (NVDA +0.86%) has been the unquestioned leader in GPU chips for artificial intelligence (AI) data centers since the start of the AI boom in early 2023. Perhaps the most impressive feat is that Nvidia, with $187 billion in trailing-12-month sales, continues to grow far faster than competitors such as Advanced Micro...
Why this AI leader probably won't tumble from its mountain top any time soon. Nvidia (NVDA +0.86%) has been the unquestioned leader in GPU chips for artificial intelligence (AI) data centers since the start of the AI boom in early 2023. Perhaps the most impressive feat is that Nvidia, with $187 billion in trailing-12-month sales, continues to grow far faster than competitors such as Advanced Micro Devices and Broadcom, both of which are much smaller. There's no doubt that competition will continue coming for Nvidia's crown. However, that shouldn't scare investors away from the AI leader. If you have $200 to invest, you can confidently buy Nvidia stock and hold it for the long term. Here is why. Entering a new era with Nvidia Rubin AI companies have primarily used Nvidia's GPU chips to train AI models over the past several years. But AI inference is becoming a bigger piece of the puzzle. Training AI involves feeding it data to make it intelligent, while inference consists of applying AI to real-world tasks. Demand for inference is growing rapidly, with agentic AI and other complex use cases placing greater strain on AI chip memory. Memory strain causes slower response times in AI apps. A recent report indicated that OpenAI had grown frustrated with slow response times from Nvidia's GPUs and was allegedly exploring alternatives to supply 10% of its inference needs. Nvidia's upcoming Rubin chip platform, the successor to Blackwell, features Inference Context Memory Storage (ICMS). The technology acts as a specialized memory layer between a GPU's fast (but small) memory and larger (but slower) external storage. The ICMS will store KV caches containing data generated as AI models work through prompts. Rubin represents a crucial step forward for Nvidia as AI computing increasingly shifts toward inference. The future is bright, and AI is only getting started OpenAI's reported dissatisfaction is a shot across Nvidia's bow, but it's still unlikely that a competitor will surp...
Key Points Nvidia is preparing to launch its Rubin chip platform just as agentic AI is beginning to take off. The company acquired Groq, a proactive move for the future. Nvidia's strong momentum should carry forward as AI is still in its early innings. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been the unquestioned leader in GPU chips for artificial intelligence (AI) data ce...
Key Points Nvidia is preparing to launch its Rubin chip platform just as agentic AI is beginning to take off. The company acquired Groq, a proactive move for the future. Nvidia's strong momentum should carry forward as AI is still in its early innings. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been the unquestioned leader in GPU chips for artificial intelligence (AI) data centers since the start of the AI boom in early 2023. Perhaps the most impressive feat is that Nvidia, with $187 billion in trailing-12-month sales, continues to grow far faster than competitors such as Advanced Micro Devices and Broadcom, both of which are much smaller. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » There's no doubt that competition will continue coming for Nvidia's crown. However, that shouldn't scare investors away from the AI leader. If you have $200 to invest, you can confidently buy Nvidia stock and hold it for the long term. Here is why. Entering a new era with Nvidia Rubin AI companies have primarily used Nvidia's GPU chips to train AI models over the past several years. But AI inference is becoming a bigger piece of the puzzle. Training AI involves feeding it data to make it intelligent, while inference consists of applying AI to real-world tasks. Demand for inference is growing rapidly, with agentic AI and other complex use cases placing greater strain on AI chip memory. Memory strain causes slower response times in AI apps. A recent report indicated that OpenAI had grown frustrated with slow response times from Nvidia's GPUs and was allegedly exploring alternatives to supply 10% of its inference needs. Nvidia's upcoming Rubin chip platform, the successor to Blackwell, features Inference Context Memory Storage (ICMS). The technology acts as a specialized memory layer between a GPU's fast (but small) memory and larger (but slower...
A video of a live rodent in a sushi display chiller at a branch of the Japanese supermarket chain Don Don Donki in Hong Kong has sparked concerns over food safety and hygiene standards in the city. The footage, posted on the social media platform Threads on Thursday, captured a grey rat scurrying across pre-packed boxes of sushi in a chiller at a supermarket, which some users identified as the Don...
A video of a live rodent in a sushi display chiller at a branch of the Japanese supermarket chain Don Don Donki in Hong Kong has sparked concerns over food safety and hygiene standards in the city. The footage, posted on the social media platform Threads on Thursday, captured a grey rat scurrying across pre-packed boxes of sushi in a chiller at a supermarket, which some users identified as the Don Don Donki branch in Tuen Mun Town Plaza. In the 20-second clip, a male shopper carrying a tote bag is seen flinching and backing away from the counter in visible shock after spotting the rodent, which climbs across boxes of sushi and the inner edges of the chiller before disappearing into a gap in the unit. Advertisement “That rat is freaking huge. I never want to buy Donki’s sushi ever again,” the user who posted the video wrote. The South China Morning Post has contacted Don Don Donki and the Food and Environmental Hygiene Department for comment. Advertisement The post sparked widespread revulsion among online users, with some vowing to boycott the chain’s sushi and many others lamenting the government’s ineffective efforts to control the city’s rodent problem.
magann/iStock via Getty Images Overview Business development companies continue to struggle in this higher interest rate environment that has put pressure on operating margins for borrowers. However, Bain Capital Specialty Finance ( BCSF ) has remained very resilient during a period where many other BDCs are struggling to maintain their dividend payouts and grow their portfolios. When I previously...
magann/iStock via Getty Images Overview Business development companies continue to struggle in this higher interest rate environment that has put pressure on operating margins for borrowers. However, Bain Capital Specialty Finance ( BCSF ) has remained very resilient during a period where many other BDCs are struggling to maintain their dividend payouts and grow their portfolios. When I previously covered BCSF, I issued a buy rating due to its strong fundamentals and ability to navigate sector headwinds. It's been a while since my last coverage, but BCSF is set to report its earnings at the end of the month, so I wanted to revisit the BDC to assess its current value proposition for investors. Looking at the performance over the last twelve months, we can see that BCSF's share price has declined by about 22.8%. The BDC has struggled to regain positive price momentum over the last few quarters. Even when including all distributions that were paid out to shareholders, the total return sits at a loss of ~12.2% over the same time frame. Due to the continuous decline in share price, BCSF now offers investors a high starting dividend yield of about 12.1%. BCSF's portfolio continues to generate so much income that it is very likely the BDC will issue regular supplemental distributions over the next twelve months. Data by YCharts BCSF trades at an attractive price-to-NAV valuation, but there's always a chance that the price can decline further. BCSF's underlying NAV has maintained a downtrend over the last year, despite the portfolio's fundamental strengths. There are some things I remain cautious about approaching the upcoming earnings report, but the pros continue to outweigh the potential risks. BCSF's fundamentals remain strong, and I don't believe there are any major red flags that can negatively impact dividend sustainability. So let's start by taking a look at the financial strength of BCSF. Financials According to the BDC's latest portfolio overview, BCSF has total i...
(RTTNews) - Below are the earnings highlights for McGraw Hill, Inc. (MH): Earnings: -$20.20 million in Q3 vs. -$52.93 million in the same period last year. EPS: -$0.11 in Q3 vs. -$0.32 in the same period last year. Excluding items, McGraw Hill, Inc. reported adjusted earnings of $52.96 million or $0.28 per share for the period. Revenue: $434.16 million in Q3 vs. $416.49 million in the same period ...
(RTTNews) - Below are the earnings highlights for McGraw Hill, Inc. (MH): Earnings: -$20.20 million in Q3 vs. -$52.93 million in the same period last year. EPS: -$0.11 in Q3 vs. -$0.32 in the same period last year. Excluding items, McGraw Hill, Inc. reported adjusted earnings of $52.96 million or $0.28 per share for the period. Revenue: $434.16 million in Q3 vs. $416.49 million in the same period last year. The company has updated its FY26 revenue guidance to $2.067 billion to $2.087 billion from $2.031 billion to $2.061 billion The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Former linebacker questions QB’s character Duo won Super Bowl together in 2005 season Joey Porter Sr says Ben Roethlisberger, the quarterback he won a Super Bowl with at the Pittsburgh Steelers, is not “a good person”. Porter was speaking on a podcast during Super Bowl week when he made the comments. He and Roethlisberger won Super Bowl XL with Pittsburgh at the end of the 2005 season. Continue re...
Former linebacker questions QB’s character Duo won Super Bowl together in 2005 season Joey Porter Sr says Ben Roethlisberger, the quarterback he won a Super Bowl with at the Pittsburgh Steelers, is not “a good person”. Porter was speaking on a podcast during Super Bowl week when he made the comments. He and Roethlisberger won Super Bowl XL with Pittsburgh at the end of the 2005 season. Continue reading...
Applied Materials ( AMAT ) on Wednesday said that it has agreed to pay $252.5 million to the U.S. Department of Commerce to resolve allegations that certain shipments to China between November 2020 and July 2022 violated U.S. export regulations. Applied Materials ( AMAT ) said that the Department of Justice and SEC have closed their respective reviews and that a civil settlement has been reached w...
Applied Materials ( AMAT ) on Wednesday said that it has agreed to pay $252.5 million to the U.S. Department of Commerce to resolve allegations that certain shipments to China between November 2020 and July 2022 violated U.S. export regulations. Applied Materials ( AMAT ) said that the Department of Justice and SEC have closed their respective reviews and that a civil settlement has been reached with the Department of Commerce, concluding the U.S. government’s review. "Integrity and compliance are core to how Applied operates, and the company remains fully committed to maintaining strong export-control and trade-compliance practices across its global operations," the company said in a statement . More on Applied Materials Applied Materials: Attractive Buy Ahead Of The Q1 2026 Report Applied Materials: When Chip Complexity Becomes The Real Alpha Applied Materials: Memory Market Boom, China Fears, And Awaiting FY26 Outlook Applied Materials says Samsung Electronics will join new EPIC center in Silicon Valley Applied Materials Q1 earnings on deck: What to expect
Deutsche Lufthansa AG canceled hundreds of flights departing from German airports Thursday as pilots and cabin crew staged a one-day strike in response to stalled contract negotiations. The walkouts started at 12:01 a.m. local time and are scheduled to last until 11:59 p.m. The job actions are grounding both commercial and cargo flights, and they come one day before world leaders are set to fly in...
Deutsche Lufthansa AG canceled hundreds of flights departing from German airports Thursday as pilots and cabin crew staged a one-day strike in response to stalled contract negotiations. The walkouts started at 12:01 a.m. local time and are scheduled to last until 11:59 p.m. The job actions are grounding both commercial and cargo flights, and they come one day before world leaders are set to fly in for the Munich Security Conference . The German carrier expects “extensive flight cancellations,” though it hasn’t provided specific figures because of what it called a “continuously evolving situation.” However, the German Airports Association estimated that more than 460 flights would be canceled and about 69,000 passengers would be directly affected. Lufthansa said it’s seeking to limit the impact by rebooking people on other airlines within the group, which includes Austrian Airlines , Eurowings and Swiss. Travelers also can exchange tickets for travel with Deutsche Bahn , the national railway company. The last pilots’ strike was in 2022. This time, more than 140,000 seats ultimately could be affected, with a potential revenue impact of about €27 million ($32 million), Morgan Stanley analysts, including Axel Stasse , said in a note. The strikes follow failed negotiations between Lufthansa and pilot union Vereinigung Cockpit over funding retirement pensions and unsuccessful talks with the UFO union for cabin crews over a new working agreement. Read More: Lufthansa Pilots, Crews to Strike Thursday as Talks Fail Europe’s largest aviation group faces mounting pressure to lift profitability in a crowded market. Its list of challenges includes aircraft delivery delays, high taxes and fees, and the troubled rollout of its premium Allegris cabin. Chief Executive Officer Carsten Spohr ’s latest strategy to boost margins features bundling hub airlines and cutting 4,000 administrative jobs. Lufthansa’s struggling flagship carrier faces significantly higher crew costs than newer u...