JHVEPhoto What's the best AI data center infrastructure stock right now for investors? Seeking Alpha analysts Ricardo Fernandez and Petri Dish Reports weigh in. Ricardo Fernandez : In my view, the AI data center infrastructure build-out is a multi-year, cyclical event, with hyperscalers, OpenAI ( OPENAI ), and others in an arms race to avoid being left behind. The viability or return of this capex...
JHVEPhoto What's the best AI data center infrastructure stock right now for investors? Seeking Alpha analysts Ricardo Fernandez and Petri Dish Reports weigh in. Ricardo Fernandez : In my view, the AI data center infrastructure build-out is a multi-year, cyclical event, with hyperscalers, OpenAI ( OPENAI ), and others in an arms race to avoid being left behind. The viability or return of this capex will not be questioned for several years. Meanwhile, the vast ecosystems of suppliers—Nvidia ( NVDA ) GPU chipsets, memory, fiber optics, routers, cable, cooling, construction, etc.—should see windfall profits with over 50% growth rates in 2026. But as with all cycles, the growth rates should trend lower, and the market will begin to adjust valuation to this declining growth. Investors need to be wary of extrapolating current valuation at peak levels. My largest position in this sector is Micron ( MU ), given its low multiples, but I believe the long-term (10 years plus) compounders are energy providers such as independent power producers Talen ( TLN ) and Vistra ( VST ), along with electricity equipment makers GE Vernova ( GEV ) and Siemens Energy ( SMEGF ). Petri Dish Reports : That's a very tough question to answer right now, and it will probably differ from investor to investor simply because each is valuing different things. The AI data center race is well underway, and companies like Nebius ( NBIS ), CoreWeave ( CRWV ), Applied Digital ( APLD ), and Iren ( IREN ) are all trying to stake their claim, but each has a different edge here. Nebius ( NBIS ) is obviously growing insanely fast and would be the stock that has seen the most momentum in recent months. Revenue is tipped to jump from $1.25B in 2025 to $7B-$9B in 2026, the big drivers being multi-billion-dollar deals with Microsoft ( MSFT )/Meta ( META ), along with the sheer technical differentiation of their GPU lineup. And that comes mainly via their partnership with Nvidia ( NVDA ), giving them priority GPU acc...
On March 1, after Israel and the United States initiated attacks against Iran, Amazon Web Services reported drone strikes against data centre facilities in the United Arab Emirates and Bahrain. The strikes caused structural damage to the company’s infrastructure, impairing cloud services for those countries. Iran warned that US tech companies with Israeli links, including Google, Microsoft, Palant...
On March 1, after Israel and the United States initiated attacks against Iran, Amazon Web Services reported drone strikes against data centre facilities in the United Arab Emirates and Bahrain. The strikes caused structural damage to the company’s infrastructure, impairing cloud services for those countries. Iran warned that US tech companies with Israeli links, including Google, Microsoft, Palantir, Nvidia and Oracle, were on Tehran’s list of “legitimate targets” for countermeasures. Strikes on...
Middle-Schoolers' "Let's Go Brandon" Sweatshirt Case Goes To Supreme Court Authored by Dave Huber via The College Fix, Lower courts have ruled school can ban wearing such apparel as ‘can reasonably be interpreted as profane’ The case of two Michigan middle-school brothers who were told to remove their hoodies emblazoned with the phrase “Let’s Go Brandon” is headed to the U.S. Supreme Court. The si...
Middle-Schoolers' "Let's Go Brandon" Sweatshirt Case Goes To Supreme Court Authored by Dave Huber via The College Fix, Lower courts have ruled school can ban wearing such apparel as ‘can reasonably be interpreted as profane’ The case of two Michigan middle-school brothers who were told to remove their hoodies emblazoned with the phrase “Let’s Go Brandon” is headed to the U.S. Supreme Court. The siblings are represented by the Foundation for Individual Rights and Expression which says the boys’ school violated their First Amendment rights. The phrase was popularized during a 2021 NASCAR event when a crowd was shouting “F*** Joe Biden!” but the NBC interviewer told racer Brandon Brown they were yelling “Let’s go Brandon!” A judge in 2024 ruled the phrase could “reasonably be interpreted” as profane. Last October, the Sixth Circuit Court of Appeals upheld that ruling in a 2-1 decision, confirming the case was about “the vulgarity exception.” Referencing the landmark Tinker free speech case, Judge John Nalbandian (a Trump appointee) wrote “The Constitution doesn’t hamstring school administrators when they are trying to limit profanity and vulgarity in the classroom during school hours [… they’re not] powerless to prevent student speech that the administrators reasonably understand to be profane or vulgar.” (Ironically, the brothers’ principal, Joseph Williams, had said he “was not aware that the school had experienced any disruption from students wearing ‘Let’s Go Brandon’” sweatshirts.) FIRE’s petition to the SCOTUS notes the previous rulings allow individual teachers and administrators to “create and enforce their own test for ‘vulgarity’ [–] a political shirt could have First Amendment protection in second-period algebra but not third-period biology.” “Let’s Go Brandon” is no different than using words “heck” or “shoot” in place of their obvious profane counterparts. FIRE Supervising Senior Attorney Conor Fitzpatrick said “The school district’s censorship assumes tha...
While the relationship was once thorny enough that Musk challenged Zuckerberg to a cagefight, things seem to have warmed up by the early days of the second Trump administration.
While the relationship was once thorny enough that Musk challenged Zuckerberg to a cagefight, things seem to have warmed up by the early days of the second Trump administration.
Investing in dividend stocks can be a good strategy for people who want to earn income from their stock portfolio. The best high-yield dividend stocks can also deliver strong growth. Though there are no guarantees in investing, some exchange-traded funds (ETFs) investing in dividend stocks, like the ProShares S&P 500 Dividend Aristocrats ETF (NYSEMKT: NOBL) , could even make you a millionaire -- i...
Investing in dividend stocks can be a good strategy for people who want to earn income from their stock portfolio. The best high-yield dividend stocks can also deliver strong growth. Though there are no guarantees in investing, some exchange-traded funds (ETFs) investing in dividend stocks, like the ProShares S&P 500 Dividend Aristocrats ETF (NYSEMKT: NOBL) , could even make you a millionaire -- if you're a patient, long-term investor. (The term Dividend Aristocrats ® is a registered trademark of Standard & Poor's Financial Services LLC.) This dividend ETF lets you invest in the S&P 500 Dividend Aristocrats ® , a select group of companies that have grown their dividends for more than 25 years. As of December 2025, the fund paid a dividend yield of 2.55%. Let's see how $10,000 in NOBL could become a million-dollar investment. Continue reading
With Arsenal chasing a place in next season's Champions League, England striker Alessia Russo has hit form at just the right time - as her 22-minute Women's Super League hat-trick against Tottenham proves.
With Arsenal chasing a place in next season's Champions League, England striker Alessia Russo has hit form at just the right time - as her 22-minute Women's Super League hat-trick against Tottenham proves.
Everyone you meet in this lovely documentary, from the goat herders to the osprey nest makers, is making the world better and is also that rarest of things: truly content. Start Googling career changes now I must say, I was expecting Inside Britain’s National Parks to feel a bit less like school. The new documentary series looks at four of our 15 national parks and the people who live and work in ...
Everyone you meet in this lovely documentary, from the goat herders to the osprey nest makers, is making the world better and is also that rarest of things: truly content. Start Googling career changes now I must say, I was expecting Inside Britain’s National Parks to feel a bit less like school. The new documentary series looks at four of our 15 national parks and the people who live and work in them. So you would expect the usual barely disguised tourism ads – wall-to-wall shots of beautiful landscapes, scored with beautiful music, breaking off only for lovely, gentle interviews with lovely, gentle people. An hour’s escapism before you go back to your stress-bound, office-bound, mortgage-bound life instead of roaming the wilds of Wales noting new nesting sites for choughs or checking peatlands for sundews , or … Well, we’ll talk more about what else we could be doing later on. But it’s a lot. We do get plenty of the expected stuff but its traditional soft edge is whetted by an oddly dry script (despite being delivered by Alex Jennings, who could customarily talk me into a burning car) that prevents you disappearing into these wonderful worlds as fully as you might have been hoping. Continue reading...
The Prem playoff contenders appear settled after Northampton’s 21-17 victory over Saracens at the Tottenham Hotspur Stadium Strange words to write for anyone who has covered this competition for any length of time, but we kind of know who the Prem semi-finalists are going to be. And there’s still six rounds to go. Saracens had to win here at the Tottenham Hotspur Stadium against the league leaders...
The Prem playoff contenders appear settled after Northampton’s 21-17 victory over Saracens at the Tottenham Hotspur Stadium Strange words to write for anyone who has covered this competition for any length of time, but we kind of know who the Prem semi-finalists are going to be. And there’s still six rounds to go. Saracens had to win here at the Tottenham Hotspur Stadium against the league leaders to maintain any realistic chance of taking their customary place in the playoffs. This is the last season at the helm for Mark McCall, the man who has guided them through their glory years, before he “moves upstairs”, but it is looking increasingly likely that his era will draw to a close without further silverware. Saracens are mathematically still in it, of course, but, 12 points adrift of fourth spot with those six rounds to play, they will need to call on more than their own prowess to make it. Someone else is going to have to implode. Continue reading...
Baidu (NasdaqGS:BIDU) has drawn attention after recent share price pressure, with the stock down over the past month and over the past three months. This has prompted investors to reassess its valuation against current fundamentals. See our latest analysis for Baidu. The recent 30 day share price return of an 18.49% decline and 90 day share price return of a 13.37% decline contrast with a 1 year t...
Baidu (NasdaqGS:BIDU) has drawn attention after recent share price pressure, with the stock down over the past month and over the past three months. This has prompted investors to reassess its valuation against current fundamentals. See our latest analysis for Baidu. The recent 30 day share price return of an 18.49% decline and 90 day share price return of a 13.37% decline contrast with a 1 year total shareholder return of 15.8%. This suggests that momentum has faded despite earlier gains as...
Goldman Sachs (NYSE:GS) is emerging as a key facilitator in institutional blockchain projects through its support of the Canton Network alongside partners such as Visa and Microsoft. Canton has activated interoperability protocol LayerZero, allowing regulated institutions to move tokenized assets across public blockchains while maintaining compliance. At the same time, Goldman Sachs is viewed as a...
Goldman Sachs (NYSE:GS) is emerging as a key facilitator in institutional blockchain projects through its support of the Canton Network alongside partners such as Visa and Microsoft. Canton has activated interoperability protocol LayerZero, allowing regulated institutions to move tokenized assets across public blockchains while maintaining compliance. At the same time, Goldman Sachs is viewed as a lead contender to underwrite upcoming AI and tech IPOs, including Anthropic and Moonshot AI,...
Debbie Dupes Dallas: Porn Legends Clone Themselves With AI To Keep Raking It In Long After Retiring Worn-out porn stars have found a fresh way to keep raking in the cash long after they've aged out of the business, according to a new report from WIRED . Joi.com OhChat , a British startup that lets adult creators clone themselves with AI, has inked deals with Lisa Ann and Cherie DeVille to license ...
Debbie Dupes Dallas: Porn Legends Clone Themselves With AI To Keep Raking It In Long After Retiring Worn-out porn stars have found a fresh way to keep raking in the cash long after they've aged out of the business, according to a new report from WIRED . Joi.com OhChat , a British startup that lets adult creators clone themselves with AI, has inked deals with Lisa Ann and Cherie DeVille to license their likenesses on the platform, basically creating a digital version of them in every possible way that can churn out custom sex scenes for paying customers. Despite leaving the business in 2019, Lisa Ann now charges $30 per month to give fans the ability to cook up X-rated scenarios of her using the bot. “ This keeps my name alive,” said of her AI clone in an interview with WIRED. “She’s never going to age.” “For guys that like to say good morning or good night, they now have that access. The fact that I'm not shooting scenes anymore also allows new scenes to be created,” she added. Adult performer Alix Lynx licensed her image to Joi.com WIRED reports: Other competitors in the space include My.Club, Joi AI and SinfulX AI, the platform that adult film actress Georgia Koneva partnered with this month, saying, in a press statement, that her avatar gave her a “new way to share my voice and personality with the people who follow me.” According to SinfulX AI, it also develops “original” synthetic characters using licensed source imagery from adult performers whose content it has the rights to use. In the same statement, the company said that those AI-generated “characters” are “designed not to replicate any single individual while still maintaining the realism for which its content is known.” However, Ann concedes that human porn is still preferred by a majority of people .“Guys are always going to want real content. Men are always going to want to see new scenes. There will always be a need for all of it. But the fact that I’ve never been awake from 11 pm to 7 am, and now the...
The average one-year price target for Air New Zealand (NZSE:AIR) has been revised to $0.50 / share. This is a decrease of 18.06% from the prior estimate of $0.61 dated February 21, 2026. The price target is an average of many targets provided by analysts. The
The average one-year price target for Air New Zealand (NZSE:AIR) has been revised to $0.50 / share. This is a decrease of 18.06% from the prior estimate of $0.61 dated February 21, 2026. The price target is an average of many targets provided by analysts. The
While there’s been plenty of debate about AI sycophancy, a new study by Stanford computer scientists attempts to measure how harmful that tendency might be.
While there’s been plenty of debate about AI sycophancy, a new study by Stanford computer scientists attempts to measure how harmful that tendency might be.
Thieves made a break for 413,793 units of the company’s new F1 line bars which could cause shortage before Easter A large shipment of KitKat candy bars was stolen while in transit to distributors, a major candy crime right before the Easter holiday that could cause shortages for customers. The truck carrying 413,793 units of a “new chocolate range”, about 12 tons of chocolate bars, was pilfered wh...
Thieves made a break for 413,793 units of the company’s new F1 line bars which could cause shortage before Easter A large shipment of KitKat candy bars was stolen while in transit to distributors, a major candy crime right before the Easter holiday that could cause shortages for customers. The truck carrying 413,793 units of a “new chocolate range”, about 12 tons of chocolate bars, was pilfered while driving through Europe on 26 March, Agence France-Presse reported . Continue reading...