TLDR Nvidia CEO Jensen Huang clarified the company’s proposed $100B investment in OpenAI was never a firm commitment, stating they’ll evaluate funding “one step at a time.” The chipmaker announced plans in September 2025 to invest up to $100B progressively in OpenAI to build AI data centers with Nvidia systems. A Wall Street Journal report claimed the investment plan stalled after Nvidia insiders ...
TLDR Nvidia CEO Jensen Huang clarified the company’s proposed $100B investment in OpenAI was never a firm commitment, stating they’ll evaluate funding “one step at a time.” The chipmaker announced plans in September 2025 to invest up to $100B progressively in OpenAI to build AI data centers with Nvidia systems. A Wall Street Journal report claimed the investment plan stalled after Nvidia insiders expressed doubts and Huang privately criticized OpenAI’s business discipline and competitive challenges. Huang dismissed reports of dissatisfaction with OpenAI as “nonsense” and confirmed Nvidia will make a “huge” investment, possibly its largest ever, though well below $100B. Concerns have emerged about circular AI investments where tech companies fund businesses that primarily buy their own products, potentially inflating demand artificially. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Nvidia CEO Jensen Huang addressed confusion surrounding his company’s investment plans for OpenAI during remarks to reporters in Taipei over the weekend. The clarification came after reports suggested internal doubts had stalled a proposed $100 billion partnership. NVIDIA Corporation, NVDA Huang emphasized that Nvidia’s September 2025 announcement to invest up to $100B in Microsoft-backed OpenAI was never a binding commitment.”It was never a commitment,” Huang told reporters on Sunday. “They invited us to invest up to $100 billion and of course, we were very happy and honored that they invited us, but we will invest one step at a time.” The original agreement outlined plans to progressively fund and deploy at least 10 gigawatts of AI data centers using Nvidia systems. That announcement sent ripples through the AI industry as one of the most substantial proposed investments in the sector. Walking Back Earlier Reports A Wall Street Journal report on Friday claime...
US equity investors will focus on the big tech earnings and nonfarm payrolls this week amid geopolit Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
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France won the Six Nations last year, with their sole defeat against England at Allianz Stadium. Captain Antoine Dupont ruptured cruciate ligaments in his knee in round four against Ireland but Fabien Galthie's side got over the line without their talisman. The scrum-half is back and will want to remind the rugby world of what he can do on the biggest stage, but they are without prop Uini Atonio, ...
France won the Six Nations last year, with their sole defeat against England at Allianz Stadium. Captain Antoine Dupont ruptured cruciate ligaments in his knee in round four against Ireland but Fabien Galthie's side got over the line without their talisman. The scrum-half is back and will want to remind the rugby world of what he can do on the biggest stage, but they are without prop Uini Atonio, who was forced to retire with a heart problem. "I tried to get a good part of the injury off and spend it with my family and friends, so I can do other things and come back with more mental freshness," Dupont told BBC Radio 5 Live. Galthie showed that no player is safe in his squad by leaving out France's all-time top try-scorer Damian Penaud, number eight Gregory Alldritt and veteran centre Gael Fickou. Will that bold call pay off? The fixtures could aid their chances, with games against Ireland and England at home meaning Les Bleus have a strong chance of retaining their title. "France have threats all over the park. How they differ from any other team in the Six Nations would be the fact that if they lose five of their top players, it doesn't matter," La Rochelle head coach Ronan O'Gara told BBC Sport. "France have a mentality of there is very little between certain players in certain positions - with the exception being Dupont."
IDEXX Laboratories press release ( IDXX ): Q4 Non-GAAP EPS of $3.01 beats by $0.07 . Revenue of $1.09B (+14.3% Y/Y) beats by $20M . Provides initial outlook for 2026 revenue guidance range of $4,632 million - $4,720 million, reflecting growth of 7.6% - 9.6% reported and 7.0% - 9.0% organic, led by CAG Diagnostics recurring revenue growth of 8.6% - 10.6% as reported and 8.0% - 10.0% on an organic b...
IDEXX Laboratories press release ( IDXX ): Q4 Non-GAAP EPS of $3.01 beats by $0.07 . Revenue of $1.09B (+14.3% Y/Y) beats by $20M . Provides initial outlook for 2026 revenue guidance range of $4,632 million - $4,720 million, reflecting growth of 7.6% - 9.6% reported and 7.0% - 9.0% organic, led by CAG Diagnostics recurring revenue growth of 8.6% - 10.6% as reported and 8.0% - 10.0% on an organic basis. Projects 2026 EPS of $14.29 - $14.80 vs $14.54 consensus, an increase of 9% - 13% as reported and 10% - 14% on a comparable basis. More on IDEXX Laboratories IDEXX Laboratories Q4 2025 Earnings Preview IDEXX appoints Michael Erickson as CEO Seeking Alpha’s Quant Rating on IDEXX Laboratories Historical earnings data for IDEXX Laboratories Financial information for IDEXX Laboratories
Pfizer's stock has risen off its lows, but remains 50% below its 2021 highs. Pfizer (PFE +1.26%) is one of the world's largest pharmaceutical companies. It has a long history of innovation and success. Add in a lofty 6.6% dividend yield, and dividend investors are likely to find the stock highly attractive. Before you buy it, however, consider these three 2026 headwinds. 1. Pfizer is behind the cu...
Pfizer's stock has risen off its lows, but remains 50% below its 2021 highs. Pfizer (PFE +1.26%) is one of the world's largest pharmaceutical companies. It has a long history of innovation and success. Add in a lofty 6.6% dividend yield, and dividend investors are likely to find the stock highly attractive. Before you buy it, however, consider these three 2026 headwinds. 1. Pfizer is behind the curve Pfizer's dividend yield is so high at least in part because the stock has fallen more than 50% from its 2021 highs. There are a number of reasons for this fall from grace, but one very important one is Pfizer's lack of a GLP-1 drug -- a type of medication that helps manage diabetes and promote weight loss. That is not for lack of trying. Pfizer's internal GLP-1 candidate was dropped, leaving it far behind GLP-1 leaders Eli Lilly and Novo Nordisk, which both have GLP-1 drugs on the market. To Pfizer's credit, it didn't just give up. It quickly moved to acquire another company with a promising GLP-1 drug pipeline. And it agreed to distribute a GLP-1 pill for a Chinese company, if that drug gets approved. Still, Pfizer is the also-ran in the GLP-1 space. It needs to prove that it can still innovate in 2026, and good news on its GLP-1 progress will be very important. 2. The clock is ticking One reason investors are so dismayed by Pfizer's GLP-1 setback is that the company is approaching key patent cliffs. That's when blockbuster drugs lose patent protections and face generic competition. Normally, that leads to a sizable drop in demand for the branded drug. Pfizer's oncology drug Ibrance will likely see generic competition in 2027, with cardiovascular offerings Eliquis and Vyndaqel next up in 2028. To be fair, new drug development and patent expirations usually don't perfectly line up. So Pfizer is really just facing normal industry pressures regarding its patent cliffs. However, investors still have a right to be worried, since 2026 is essentially the last year before reve...
Vertigo3d Hyperscale Data ( GPUS ) said Monday it remains committed to acquiring Bitcoin on a weekly basis, emphasizing a disciplined approach during periods of heightened market volatility. The reaffirmation comes amid recent turbulence in crypto markets, with the company’s shares falling about 5% Monday premarket. The company continues to plan for Bitcoin ( BTC-USD ) to be held as a permanent, s...
Vertigo3d Hyperscale Data ( GPUS ) said Monday it remains committed to acquiring Bitcoin on a weekly basis, emphasizing a disciplined approach during periods of heightened market volatility. The reaffirmation comes amid recent turbulence in crypto markets, with the company’s shares falling about 5% Monday premarket. The company continues to plan for Bitcoin ( BTC-USD ) to be held as a permanent, strategic asset, intended to anchor its balance sheet alongside the continued development of its AI-focused data center campus in Michigan . Hyperscale Data's objective remains to place up to $100 million of Bitcoin on its balance sheet over time. More on Hyperscale Data Hyperscale Data bitcoin holdings rise to 539.59 Hyperscale Data holds 532.7 Bitcoin, $43.1M cash as of Jan. 2 Seeking Alpha’s Quant Rating on Hyperscale Data Financial information for Hyperscale Data
Taiwan’s main opposition party reaffirmed its view of mainland China as “family” as the vice-chair of the Kuomintang (KMT) left for talks with counterparts in Beijing on Monday. The trip by KMT vice-chairman Hsiao Hsu-tsen has drawn fierce criticism from Taiwan’s ruling Democratic Progressive Party (DPP) and reignited debate over the island’s cross-strait strategy. Leading a 40-member delegation t...
Taiwan’s main opposition party reaffirmed its view of mainland China as “family” as the vice-chair of the Kuomintang (KMT) left for talks with counterparts in Beijing on Monday. The trip by KMT vice-chairman Hsiao Hsu-tsen has drawn fierce criticism from Taiwan’s ruling Democratic Progressive Party (DPP) and reignited debate over the island’s cross-strait strategy. Leading a 40-member delegation to a think tank forum with the Communist Party of China, Hsiao said the visit was aimed at creating a more peaceful and prosperous environment for people on both sides of the Taiwan Strait. Advertisement In addition to attending Tuesday’s full-day forum, the KMT delegation will visit Tsinghua University in Beijing on Wednesday before returning to Taiwan the same day, according to Hsiao. Hsiao is expected to meet Taiwan Affairs Office director Song Tao during the visit, though it remains unclear whether he will also see Wang Huning , chairman of the Chinese People’s Political Consultative Conference, in line with past practice. Advertisement Speaking to reporters at an airport in Taoyuan before departure, Hsiao said Tuesday’s forum would focus on “tourism, precision machinery, healthcare, energy and disaster prevention” in an effort to build consensus and promote cooperation.
“There’s no binary differentiation between capital solutions and restructuring anymore,” says Lazard’s co-head of Europe Restructuring and Liability Management, Sam Whittaker, when discussing the continuum of solutions available to debtors under stress. Whittaker and Lazard’s co-head of European Debt Advisory and Capital Solutions, Tom Howard, joined Bloomberg Intelligence’s Noel Hebert on the lat...
“There’s no binary differentiation between capital solutions and restructuring anymore,” says Lazard’s co-head of Europe Restructuring and Liability Management, Sam Whittaker, when discussing the continuum of solutions available to debtors under stress. Whittaker and Lazard’s co-head of European Debt Advisory and Capital Solutions, Tom Howard, joined Bloomberg Intelligence’s Noel Hebert on the latest episode of the Credit Crunch podcast to discuss the current stressed and distressed landscape in
claffra/iStock via Getty Images By Mike Larson Was last week the wildest week in the metals market... ever? It sure looked and felt that way! But what does it mean longer term if you’re a metals trader or investor? Let’s start with a double dose of MoneyShow Charts of the Day. The first shows the net 1-day price change in spot silver since the late 1970s. As you can see, the dollar amount that sil...
claffra/iStock via Getty Images By Mike Larson Was last week the wildest week in the metals market... ever? It sure looked and felt that way! But what does it mean longer term if you’re a metals trader or investor? Let’s start with a double dose of MoneyShow Charts of the Day. The first shows the net 1-day price change in spot silver since the late 1970s. As you can see, the dollar amount that silver covered last week was unlike anything we’ve ever seen. The junior precious metal plunged from a high of $121.60 on Thursday, January 29 to as low as $74 on Friday, January 30. Wow! Silver Just Swung the Most in History (Source: Bloomberg) Next, take a look at my second chart - the CBOE Gold Volatility Index (GVZ). It shows expected 30-day volatility of returns on the SPDR Gold Shares ( GLD ). Or in other words, it’s like the “VIX”... only for gold rather than stocks. Gold Volatility Soared - But Not Quite to a Record (Source: TradingView) In this case, the GVZ soared to as high as 48.1 last week from 23.9 the week before. That’s a huge move. But that reading wasn’t quite as high as the 71.9 peak we saw during the Great Financial Crisis or the 54.3 level we saw during the Covid pandemic. But let’s not split hairs. Wild it was. It put a big exclamation point on these statements I shared last Monday: “We’re going almost parabolic in the short term, which increases the risk of a painful correction out of the blue. Traders should keep that in mind.” Now here’s the important part: Throughout this bull market in bullion, we’ve had periodic blow-off peaks. I wrote about the last one in October here . But none of them proved to be the proverbial “top” for the whole bull run. They were just waystations on the road to higher prices. As a trader, you can’t get caught up in the momentum when things go parabolic. You have to tighten stops, reduce position sizes, and take other precautionary steps to protect yourself. As an investor, you have to remember to take advantage of sharp pul...
"Never Seen Risk Like This Before In My Career", Ed Dowd Warns Via Greg Hunter’s USAWatchdog.com , Former Wall Street money manager and financial analyst Ed Dowd of PhinanceTechnologies.com warned in December we were “At the Beginning of Credit Destruction Cycle.” Renowned hedge fund BlackRock was the latest victim of credit destruction with this week’s headline that said, “BlackRock cuts value of...
"Never Seen Risk Like This Before In My Career", Ed Dowd Warns Via Greg Hunter’s USAWatchdog.com , Former Wall Street money manager and financial analyst Ed Dowd of PhinanceTechnologies.com warned in December we were “At the Beginning of Credit Destruction Cycle.” Renowned hedge fund BlackRock was the latest victim of credit destruction with this week’s headline that said, “BlackRock cuts value of private debt fund by 19%, waives fee.” Dowd is right—again. It’s going to get a lot worse, according to Dowd’s latest report called “US Economy Outlook 2026.” Dowd says, “This is a big call, and what is going to happen does not happen that often..." " We will try to call the bottom in the future, but right now, I have never seen risk like this before in my career. This has been unfolding. . .. I have not been wrong in the 2025 call. The stock market did go up 17%, but the rest of the economy imploded. Real estate started rolling over... Unfortunately, because this is such a bubble because they kicked the can down the road . . . the odds of this happening fast have increased exponentially since the beginning of 2025.” Dowd goes on to explain, “The three fundamental risks that we see for the US economy for 2026 ..." "There are two internal risks and one external risk. The first risk is US housing crisis/white swan event. Immigrants came in and filled the gap. That’s now stopped. . .. Deportations are going to continue over the next year to two years, and that is going to continue to put pressure on homes. Affordability is a disaster. Incomes do not allow people to buy homes at these prices. The only way to correct this is home prices dropping 25% to 30% over the next two years. That would set us up for a recovery.” Dowd continues, “The second risk to the US economy is a stock market bubble..." " The valuations are as bad as the Dot Com bubble. This is driven by the AI bubble, and we see the cracks are starting there. We expect that to pop sometime this year. The third risk i...
Waste Of The Day: NYC Healthcare Fund Is Out Of Cash Authored by Jeremy Portnoy via RealClearInvestigations , Topline: Former New York City Comptroller Brad Lander claims one of the city’s health insurance funds has “ no path to solvency ” after labor unions used it to cover pay raises, Weight Watchers and more. Key facts: New York’s taxpayer-funded Health Insurance Stabilization Fund owes $3.1 bi...
Waste Of The Day: NYC Healthcare Fund Is Out Of Cash Authored by Jeremy Portnoy via RealClearInvestigations , Topline: Former New York City Comptroller Brad Lander claims one of the city’s health insurance funds has “ no path to solvency ” after labor unions used it to cover pay raises, Weight Watchers and more. Key facts: New York’s taxpayer-funded Health Insurance Stabilization Fund owes $3.1 billion to outside vendors and the city that it’s unable to pay . The actual amount is likely much higher because expenses from 2024 and 2025 have not been totaled yet, according to Lander’s Dec. 30 audit. The fund was created in 1985 to help employees afford the city’s Group Health Insurance (GHI) plan, a more costly alternative to the older Health Insurance Plan (HIP). The fund has since been used for several other purposes, which Lander claims is illegal. The city’s labor unions, in their response to the audit, argued the fund can be used for “any mutually agreed upon purpose” reached through collective bargaining. From 2001 to 2024, the unions used $4.3 billion to fund pay raises, avoid layoffs and cover added benefits like dental and vision insurance. That included $1 billion in 2014 “to support wage increases and other economic items.” In 2024, the fund spent $166 million on additional benefits like Weight Watchers, Teladoc virtual doctors’ appointments and a mental health subsidy. However, most of that sum —$131.4 million — was for the city’s Psychotropic, Injectable, Chemotherapy & Asthma program, the audit found. The audit claims the unions have known since 2018 that the fund was insolvent. Since then, the fund’s cash balance has depleted almost entirely. In fiscal year 2019, the fund had $1.1 billion in cash available. But only $3 million was available as of 2024, when considering the cost of health care that has been provided but not yet paid for. The fund’s shortfall cost the city an estimated $612 million in fiscal year 2025, according to Lander. Search all feder...
If you have under $5 million in capital, you may have what Buffett calls a "huge institutional advantage." After taking the helm of Berkshire Hathaway (BRK.B +0.78%) in 1964, legendary investor Warren Buffett steered the conglomerate to a 5.5 million percent gain during the next 60 years. It's a track record that might make him history's greatest investor. Yet if you're an investor with less than ...
If you have under $5 million in capital, you may have what Buffett calls a "huge institutional advantage." After taking the helm of Berkshire Hathaway (BRK.B +0.78%) in 1964, legendary investor Warren Buffett steered the conglomerate to a 5.5 million percent gain during the next 60 years. It's a track record that might make him history's greatest investor. Yet if you're an investor with less than a few million dollars to your name, there is one sense in which Buffett envies you. While Berkshire Hathaway shares averaged a 19.9% return from 1965 to 2024, its biggest annual gains (+77.8%, +80.5%, +129.3%, +102.5%, +93.7%, and +84.6%) had one thing in common. They came in 1968, 1971, 1976, 1979, 1985, and 1989, respectively, decades ago when Berkshire was a small fraction of its current size. Expand NYSE : BRK.B Berkshire Hathaway Today's Change ( 0.78 %) $ 3.74 Current Price $ 480.53 Key Data Points Market Cap $1.0T Day's Range $ 476.13 - $ 481.50 52wk Range $ 454.60 - $ 542.07 Volume 8.1K Avg Vol 5M Gross Margin 24.85 % This front-loaded performance came as no surprise to Buffett. As far back as 1994, he warned in a letter to shareholders that while he made few predictions, there was one that he was confident about: Future performance of Berkshire shares would not come close to matching its past results. Two reasons Berkshire's growth has slowed in recent decades You might think that this is due to the law of large numbers, which states that enormous growth is always easier from smaller starting points. That is true, and it's one reason small-cap stocks have historically outperformed larger companies. As Buffett said in a 1999 interview, "Anyone who says that size does not hurt investment performance is selling. ... It's a huge structural advantage not to have a lot of money. I think I could make you 50% a year on $1 million. No, I know I could. I guarantee that." If Berkshire Hathaway were to find a small-cap gems, and turn $100 million invested in it into $1 billion...
March S&P 500 E-Mini futures ( ESH26 ) are down -0.57%, and March Nasdaq 100 E-Mini futures ( NQH26 ) are down -0.92% this morning, pointing to a lower open on Wall Street as investors continue to sell risky assets amid a rout in precious metals. Gold and silver prices fell on Monday as increased CME margin requirements compounded selling pressure following last week’s selloff triggered by Kevin W...
March S&P 500 E-Mini futures ( ESH26 ) are down -0.57%, and March Nasdaq 100 E-Mini futures ( NQH26 ) are down -0.92% this morning, pointing to a lower open on Wall Street as investors continue to sell risky assets amid a rout in precious metals. Gold and silver prices fell on Monday as increased CME margin requirements compounded selling pressure following last week’s selloff triggered by Kevin Warsh’s nomination as the next Fed chair. Gold and silver are down more than -3% after sliding as much as -10% and -16%, respectively, earlier on Monday. Also weighing on sentiment on Monday were renewed concerns around the AI trade. Oracle ( ORCL ) slid over -3% in pre-market trading after announcing plans to raise $45 billion to $50 billion this year to expand its cloud infrastructure, stoking investor concerns about its growing debt burden. Separately, Nvidia ( NVDA ) fell about -2% in pre-market trading after CEO Jensen Huang said the company’s proposed $100 billion investment in OpenAI was “never a commitment” and that it would consider any funding rounds “one at a time.” This week, investors look ahead to a new round of corporate earnings reports, remarks from Federal Reserve officials, and a slew of U.S. labor market data, assuming there is no prolonged government shutdown. In Friday’s trading session, Wall Street’s major equity averages ended in the red. Chip stocks sank, with KLA Corp. ( KLAC ) plunging over -15% and Advanced Micro Devices ( AMD ) slumping more than -6%. Also, mining stocks cratered as gold and silver prices plummeted, with Coeur Mining ( CDE ) tumbling over -16% and Hecla Mining ( HL ) sliding more than -14%. In addition, PennyMac Financial Services ( PFSI ) plummeted over -33% after the company posted downbeat Q4 results. On the bullish side, Deckers Outdoor ( DECK ) jumped more than +19% and was the top percentage gainer on the S&P 500 after the owner of shoe brands Ugg and Hoka reported better-than-expected FQ3 results and raised its full-year g...
SpaceX is in advanced talks to combine with xAI , according to people familiar with the matter, as billionaire Elon Musk moves quickly to consolidate his empire. The rocket and satellite maker and the artificial intelligence firm have informed some of their investors about the plans, the people said, asking not to be identified because the information is private. They could announce an agreement a...
SpaceX is in advanced talks to combine with xAI , according to people familiar with the matter, as billionaire Elon Musk moves quickly to consolidate his empire. The rocket and satellite maker and the artificial intelligence firm have informed some of their investors about the plans, the people said, asking not to be identified because the information is private. They could announce an agreement as soon as this week, some of the people said. Deliberations are ongoing and talks could still drag on longer or fall apart, the people said. Representatives for SpaceX and xAI didn’t immediately respond to requests for comment outside regular business hours. SpaceX has also discussed the feasibility of a tie-up between SpaceX and Tesla, Bloomberg News has reported.