Joseph Chalom, CEO of Sharplink, joins Katie Greifeld and Tim Stenovec on "Bloomberg Crypto." They discuss the rapid fall of digital asset treasury (DAT) stocks and the potential super cycle in tokenization. (Source: Bloomberg)
Joseph Chalom, CEO of Sharplink, joins Katie Greifeld and Tim Stenovec on "Bloomberg Crypto." They discuss the rapid fall of digital asset treasury (DAT) stocks and the potential super cycle in tokenization. (Source: Bloomberg)
Ignatiev/E+ via Getty Images My perspective on Nvidia Corporation ( NVDA ) has evolved over the past few months. I believe that it has remained one of the most potent financial engines in the markets, but it feels like an understatement to refer to it merely as an AI winner these days. The reason why it has been intriguing is because of the dissonance between the outlook and the valuation. On the ...
Ignatiev/E+ via Getty Images My perspective on Nvidia Corporation ( NVDA ) has evolved over the past few months. I believe that it has remained one of the most potent financial engines in the markets, but it feels like an understatement to refer to it merely as an AI winner these days. The reason why it has been intriguing is because of the dissonance between the outlook and the valuation. On the one hand, the market is discounting significant political risk related to China. On the other hand, it underappreciates the ongoing evolution of the business model towards becoming the designer of AI economics, tokens, inference capacity, and entire infrastructure. In other words, what is reflected in valuation seems more uncertain than the underlying reality, which is why I turned very bullish on the stock recently. This Is No Longer A Simple GPU Play Nvidia’s GTC 2026 event was definitely a catalyst, and the Groq 3 LPX announcement was particularly interesting. It is not a standalone chip but an inference layer, built specifically for use with Rubin GPUs, designed to run high-throughput, large-context workloads not efficiently handled by GPUs. In my opinion, this technology does not constitute competition but an extension to the current offerings. With the LPX technology, Nvidia can target the most complex and valuable inference workloads, especially those using trillion-parameter models, while improving throughput efficiency and generating additional revenues per deployment. So the point is that Nvidia is moving far beyond simply producing chips to producing the whole stack for the AI world. In my opinion, the best way to make this assessment is through Vera Rubin, since if it cuts the cost of inference 10x, then AI gets much cheaper to use. This, in turn, means there will be more use cases and thus more adoption, unlocking a $300 billion opportunity. www.nvidia.com/en-us/data-center The reason why I am taking all of this seriously is that the numbers seem to confirm tha...
The Dow Jones Industrial Average and other major stock indexes continued to show losses Tuesday as President Donald Trump's deadline for Iran to open the Strait of Hormuz approaches. Meanwhile, Lumentum Holdings showed positive action while UnitedHealth Group topped the Dow on the stock market today. Stocks remained in the red in the final hour of trading with Dow falling 0.5% and the S&P 500 slid...
The Dow Jones Industrial Average and other major stock indexes continued to show losses Tuesday as President Donald Trump's deadline for Iran to open the Strait of Hormuz approaches. Meanwhile, Lumentum Holdings showed positive action while UnitedHealth Group topped the Dow on the stock market today. Stocks remained in the red in the final hour of trading with Dow falling 0.5% and the S&P 500 sliding 0.4%.
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 4.1% in the afternoon session after it announced a massive five-year deal with Google to design and supply custom AI chips.
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 4.1% in the afternoon session after it announced a massive five-year deal with Google to design and supply custom AI chips.
Following through on bullishness that first materialized late last month , shares of Avis Budget Group (NASDAQ: CAR) are up again today. Indeed, thanks to today's 15.7% gain (as of 3:40 p.m. ET), the stock's up 150% from its mid-March low, reaching a new 52-week high in the process. You just can't count on this rally continuing much longer than it already has enough to dive into it now. Some inves...
Following through on bullishness that first materialized late last month , shares of Avis Budget Group (NASDAQ: CAR) are up again today. Indeed, thanks to today's 15.7% gain (as of 3:40 p.m. ET), the stock's up 150% from its mid-March low, reaching a new 52-week high in the process. You just can't count on this rally continuing much longer than it already has enough to dive into it now. Some investors will argue against that warning. Just consider the source -- they may have something to gain from any continued upside. Continue reading
Rick Rieder, BlackRock's global fixed income CIO, says geopolitical risks have caused a "period of stasis" in markets during an interview on "Bloomberg The Close." (Source: Bloomberg)
Rick Rieder, BlackRock's global fixed income CIO, says geopolitical risks have caused a "period of stasis" in markets during an interview on "Bloomberg The Close." (Source: Bloomberg)
Delivering Good joins the ranks of Google, Nvidia, Adidas, Walmart, and moreNew York, NY, April 07, 2026 (GLOBE NEWSWIRE) -- Delivering Good is proud to have been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2026. This year’s list shines a spotlight on businesses that are shaping industry and culture through their innovations. Alongside the World’s 50 Most I...
Delivering Good joins the ranks of Google, Nvidia, Adidas, Walmart, and moreNew York, NY, April 07, 2026 (GLOBE NEWSWIRE) -- Delivering Good is proud to have been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2026. This year’s list shines a spotlight on businesses that are shaping industry and culture through their innovations. Alongside the World’s 50 Most Innovative Companies, Fast Company recognizes 720 honorees across 59 sectors and regions. “Words cann
Tehran-Aligned Militia In Iraq Frees American Journalist In Prisoner Swap An Iran-backed militia in Iraq has announced it will release an American freelance journalist kidnapped in Baghdad a week ago . Shelly Kittleson was abducted on March 31, and her captors in Kataib Hezbollah announced Tuesday that she can go free as long as she exits Iraq immediately . Abu Mujahid al-Assaf, a security officia...
Tehran-Aligned Militia In Iraq Frees American Journalist In Prisoner Swap An Iran-backed militia in Iraq has announced it will release an American freelance journalist kidnapped in Baghdad a week ago . Shelly Kittleson was abducted on March 31, and her captors in Kataib Hezbollah announced Tuesday that she can go free as long as she exits Iraq immediately . Abu Mujahid al-Assaf, a security official in the group, has been cited in international reports as saying, "In recognition of the national stances of the outgoing prime minister, we have decided to release the American defendant Shelly Kittleson." Image source: Wausau Pilot & Review This constitutes direct confirmation that the group is indeed responsible for her kidnapping, which happened after weeks of the US-Israeli attacks in Iran. At the time of the 49-year-old’' abduction, Iraqi authorities said security forces pursued the suspects, resulting in one of the kidnappers’ vehicles overturning and one arrest. Iraqi Prime Minister Mohammed Shiaa al-Sudani days ago intensified the search, ordering security forces to track down those responsible for abducting foreigners. Kataib Hezbollah has claimed that it has a recording it is ready to release, supposedly showing Kittleson’s "role and activities in Iraq" - and at least one such video while in captivity has appeared . In the past when Westerners or Israelis have been abducted in Iraq, they are typically accused of spying on behalf of foreign governments . The NY Times says she has gone free, after an exchange : Ms. Kittleson, who has reported on the Middle East for more than a decade for various outlets, was set free in exchange for the release of several imprisoned Kataib Hezbollah members , according to the two Iraqi security officials. They asked not to be identified in order to discuss sensitive negotiations. AMERICAN JOURNALIST KIDNAPPED IN BAGHDAD Rapid Report footage/Iraq Interior Ministry confirms Shelly Kittleson abducted pic.twitter.com/XzdPkEHT0s — Sile...
Anthropic, the artificial intelligence company backed by Google, Amazon, and Microsoft, has crossed $30 billion in annualized revenue, outpacing OpenAI for the first time, according to Jefferies analysts. The surge comes after Anthropic added roughly $21 billion in net new annualized revenue...
Anthropic, the artificial intelligence company backed by Google, Amazon, and Microsoft, has crossed $30 billion in annualized revenue, outpacing OpenAI for the first time, according to Jefferies analysts. The surge comes after Anthropic added roughly $21 billion in net new annualized revenue...
Wirtz denies Liverpool ‘gave up’ in defeat to Man City Isak could return off bench after four months out injured Arne Slot has warned Liverpool will suffer another emphatic defeat should they switch off against Paris Saint-Germain in their Champions League quarter-final first leg on Wednesday evening but believes his toiling team can save their season by going “toe-to-toe” with the European champi...
Wirtz denies Liverpool ‘gave up’ in defeat to Man City Isak could return off bench after four months out injured Arne Slot has warned Liverpool will suffer another emphatic defeat should they switch off against Paris Saint-Germain in their Champions League quarter-final first leg on Wednesday evening but believes his toiling team can save their season by going “toe-to-toe” with the European champions. The pressure on Liverpool and their head coach has intensified following Saturday’s 4-0 capitulation against Manchester City in the quarter-final of the FA Cup. Florian Wirtz disagreed with captain Virgil van Dijk’s damning assessment that Liverpool “ gave up ” at the Etihad Stadium, but both the £116m playmaker and Slot admitted there can be no repeat of that performance at Parc des Princes. Continue reading...
Farknot_Architect/iStock via Getty Images All eyes this week will be on the ongoing conflict in the Middle East and its continued impact on energy and commodity prices across the globe. Bloomberg, Vortexa The second key focal point for investors will be around the private credit markets, where new cockroaches have consistently emerged since issues first became apparent at Blue Owl Capital ( OWL ) ...
Farknot_Architect/iStock via Getty Images All eyes this week will be on the ongoing conflict in the Middle East and its continued impact on energy and commodity prices across the globe. Bloomberg, Vortexa The second key focal point for investors will be around the private credit markets, where new cockroaches have consistently emerged since issues first became apparent at Blue Owl Capital ( OWL ) in the back half of February. These worries increased markedly in March as myriad large private credit funds ' gated ' increasing redemption requests from their investors. Private Credit/BDC Redemption Requests (ZeroHedge , Company Filings) However, prudent investors should not take their eyes off the increasing struggles of most of the consumer population. After all, consumer activity drives roughly two-thirds of economic activity in the U.S. It is important to note that most consumers were already struggling coming into 2026. BLS, Michael Gayed With recent revisions, job growth only averaged 15,000 jobs monthly in 2025. The headline March BLS jobs report was much stronger than expected, after the February BLS jobs report showed 92,000 positions were lost. In addition, the March jobs numbers were not as strong as the headlines, as I articulated in this article . And as I noted in another recent piece , AI-related (for many reasons) job losses are just starting. New York Fed, Equifax Widespread consumer stress can be seen in the increasing delinquency rates across the roughly $4.5 trillion in combined student, auto, and credit card debt (above). Let's get into the weeds on some of the concerning data points around key consumer loan balances. After four years of taxpayer-financed largesse, payments and collection processes were restarted on student loans in 2025. The impact was pretty immediate. As of the end of 2025, some 7.7 million of the just over 40 million individuals with student loans were in default. That represents roughly 11% of student loan balances, or some $180...
格隆汇4月8日｜据The i Paper报道，由于美国与伊朗之间的紧张局势不断加剧，英国军事人员已从伊拉克的行动中撤离。据一位熟悉此事的军事消息人士透露，英国国防部已将人员从伊拉克撤离，同时，原定派往伊拉克参加英国针对“伊斯兰国”（ISIS）军事演习的人员，其即将进行的部署已被取消，原因被归咎于美伊之间持续的冲突。他们表示：“这实际上涉及两个方面的风险因素。其一，存在生命安全方面的风险；其二，这些...
格隆汇4月8日｜据The i Paper报道，由于美国与伊朗之间的紧张局势不断加剧，英国军事人员已从伊拉克的行动中撤离。据一位熟悉此事的军事消息人士透露，英国国防部已将人员从伊拉克撤离，同时，原定派往伊拉克参加英国针对“伊斯兰国”（ISIS）军事演习的人员，其即将进行的部署已被取消，原因被归咎于美伊之间持续的冲突。他们表示：“这实际上涉及两个方面的风险因素。其一，存在生命安全方面的风险；其二，这些深植于美国体制内的人员一旦成为袭击目标，将带来巨大的战略外交风险。”他们补充道：“如果英国人在这场战争中丧生，局势将会发生重大变化。”