If you only looked at the current stock chart for The Trade Desk (TTD +2.47%), you might reasonably assume that the company accidentally deleted the internet or pivoted to selling fax machines in 2026. Down roughly 74% from its 52-week high of $91.45, the stock is hovering in the $23 neighborhood as of March 19. Wall Street is treating this former digital advertising darling like a payphone in a w...
If you only looked at the current stock chart for The Trade Desk (TTD +2.47%), you might reasonably assume that the company accidentally deleted the internet or pivoted to selling fax machines in 2026. Down roughly 74% from its 52-week high of $91.45, the stock is hovering in the $23 neighborhood as of March 19. Wall Street is treating this former digital advertising darling like a payphone in a world full of smartphones. But if you take a step back, ignore the screaming headlines, and actually peek under the hood, the engine isn't smoking at all. In fact, it sounds more like a finely tuned sports car. The great ad agency turf war So, why the massive 58% sell-off over the last year? It hasn't been one giant cliff; it's been a painful tumble down a very long flight of stairs. Over the past 12 months, the company has been battling a perfect storm. Revenue growth slowed down, Amazon started aggressively muscling into its territory, and the rollout of its shiny new AI platform, Kokai, was met with grumbles from users who missed their old manual controls. Toss in a surprise CFO departure last August that sent the stock plunging nearly 40% in a single day, and Wall Street quickly decided that this former highflier was no longer allowed to trade at a premium valuation. The 12% drop this past week? That's just the cherry on top of a terrible sundae. It boils down to a messy, highly public breakup with Publicis Groupe, a massive French advertising agency. Publicis recently told its clients to drop The Trade Desk like a bad habit, claiming that an audit caught the adtech firm sneaking in unauthorized fees. The Trade Desk categorically denied the accusations, pointing out that the auditors were demanding billing data from other The Trade Desk clients. That would violate a slew of confidentiality agreements. Basically, The Trade Desk refused to let Publicis peek at the financial deals offered to its peers and rivals. In my eyes, this looks less like a corporate scandal and more...
Key Points A public spat with ad giant Publicis Groupe sent shares tumbling, but the dispute looks more like a turf war than a real scandal. CEO Jeff Green just bought 6 million shares on the open market, investing $148 million of his personal wealth. Wall Street is pricing The Trade Desk's stock for absolute disaster, but the financials suggest a healthy business on sale. 10 stocks we like better...
Key Points A public spat with ad giant Publicis Groupe sent shares tumbling, but the dispute looks more like a turf war than a real scandal. CEO Jeff Green just bought 6 million shares on the open market, investing $148 million of his personal wealth. Wall Street is pricing The Trade Desk's stock for absolute disaster, but the financials suggest a healthy business on sale. 10 stocks we like better than The Trade Desk › If you only looked at the current stock chart for The Trade Desk (NASDAQ: TTD), you might reasonably assume that the company accidentally deleted the internet or pivoted to selling fax machines in 2026. Down roughly 74% from its 52-week high of $91.45, the stock is hovering in the $23 neighborhood as of March 19. Wall Street is treating this former digital advertising darling like a payphone in a world full of smartphones. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But if you take a step back, ignore the screaming headlines, and actually peek under the hood, the engine isn't smoking at all. In fact, it sounds more like a finely tuned sports car. The great ad agency turf war So, why the massive 58% sell-off over the last year? It hasn't been one giant cliff; it's been a painful tumble down a very long flight of stairs. Over the past 12 months, the company has been battling a perfect storm. Revenue growth slowed down, Amazon started aggressively muscling into its territory, and the rollout of its shiny new AI platform, Kokai, was met with grumbles from users who missed their old manual controls. Toss in a surprise CFO departure last August that sent the stock plunging nearly 40% in a single day, and Wall Street quickly decided that this former highflier was no longer allowed to trade at a premium valuation. The 12% drop this past week? That's just the cherry on top of a terrible ...
Some Discovery Bay residents have expressed frustration over a proposal to allow unrestricted taxi access to the seaside resort-like neighbourhood in Hong Kong, with a petition calling for greater public consultation garnering more than 1,100 signatures. In a reply to the South China Morning Post on Saturday, the Transport Department also confirmed it had received a taxi proposal from Discovery Ba...
Some Discovery Bay residents have expressed frustration over a proposal to allow unrestricted taxi access to the seaside resort-like neighbourhood in Hong Kong, with a petition calling for greater public consultation garnering more than 1,100 signatures. In a reply to the South China Morning Post on Saturday, the Transport Department also confirmed it had received a taxi proposal from Discovery Bay’s management company, as well as “different views” from residents. Taxis have had limited access to Discovery Bay since 2014, but it has been restricted to the north plaza of the sprawling residential area developed by HKR International on Lantau Island. Advertisement A developer’s notice, dated January 2026 and seen by the SCMP on Saturday, outlined a proposal to add four new taxi ranks in the neighbourhood, including at the Discovery Bay Golf Club, and to allow point-to-point drop-off and pickup. The notice described existing transport arrangements as “extremely inconvenient” given the community’s development and ageing population, posing a “significant obstacle” to the elderly, those with disabilities and people needing to travel after midnight. Advertisement The developer said it had collected 4,000 signatures from residents in Discovery Bay and nearby Peng Chau and Nim Shuen Wan urging the government to address the transport shortage and that it had actively engaged with authorities to explore expanding services.
Few things in investing feel quite as disorienting as watching an asset lose nearly half its value in five months while the rest of the market hums along. Bitcoin (BTC +0.60%) has dropped 18% since the start of 2026, with its first 50 days marking the worst-ever start to a year on record, and it's also still down about 41% from its all-time high near $126,000 in October. But Bitcoin's past feature...
Few things in investing feel quite as disorienting as watching an asset lose nearly half its value in five months while the rest of the market hums along. Bitcoin (BTC +0.60%) has dropped 18% since the start of 2026, with its first 50 days marking the worst-ever start to a year on record, and it's also still down about 41% from its all-time high near $126,000 in October. But Bitcoin's past features many brutal declines that later gave way to recoveries so dramatic they made the prior pain feel like a fever dream. So let's take a look at what history says is likely to come next in April, because it might just switch up the coin's recent narrative completely. The last five months have been very unkind to holders Bitcoin just experienced five consecutive negative months, making for its longest losing run since 2018 through 2019, when the coin declined for six consecutive months. Spot exchange-traded funds (ETFs) holding Bitcoin saw nearly $4 billion in net outflows across the first five weeks of the year, marking a significant reversal of the inflows that helped fuel the 2024 rally. The macro backdrop hasn't helped one bit. Since the Oct. 10 flash crash that kicked off this big downtrend, Bitcoin (as well as other cryptocurrencies) has diverged from stocks to the downside. At the same time, gold has surged, absorbing capital that might otherwise flow into riskier investments, like cryptocurrencies. One of the coin's narratives, namely that it's a safe-haven asset akin to digital gold, now appears to be dying or dead. Expand CRYPTO : BTC Bitcoin Today's Change ( 0.60 %) $ 423.42 Current Price $ 70736.00 Key Data Points Market Cap $1.4T Day's Range $ 69517.00 - $ 70861.00 52wk Range $ 60255.56 - $ 126079.89 Volume 31B What's more, with Bitcoin's next halving scheduled for 2028, there aren't necessarily many native catalysts for investors to look forward to in the near term. What history says about what comes next The good news is that every year that Bitcoin posted a ful...
Key Points This year has gone quite badly for Bitcoin so far. It might be on the verge of a turnaround. There's an easy solution to ensure you win no matter what happens when times like these roll around. 10 stocks we like better than Bitcoin › Few things in investing feel quite as disorienting as watching an asset lose nearly half its value in five months while the rest of the market hums along. ...
Key Points This year has gone quite badly for Bitcoin so far. It might be on the verge of a turnaround. There's an easy solution to ensure you win no matter what happens when times like these roll around. 10 stocks we like better than Bitcoin › Few things in investing feel quite as disorienting as watching an asset lose nearly half its value in five months while the rest of the market hums along. Bitcoin (CRYPTO: BTC) has dropped 18% since the start of 2026, with its first 50 days marking the worst-ever start to a year on record, and it's also still down about 41% from its all-time high near $126,000 in October. But Bitcoin's past features many brutal declines that later gave way to recoveries so dramatic they made the prior pain feel like a fever dream. So let's take a look at what history says is likely to come next in April, because it might just switch up the coin's recent narrative completely. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The last five months have been very unkind to holders Bitcoin just experienced five consecutive negative months, making for its longest losing run since 2018 through 2019, when the coin declined for six consecutive months. Spot exchange-traded funds (ETFs) holding Bitcoin saw nearly $4 billion in net outflows across the first five weeks of the year, marking a significant reversal of the inflows that helped fuel the 2024 rally. The macro backdrop hasn't helped one bit. Since the Oct. 10 flash crash that kicked off this big downtrend, Bitcoin (as well as other cryptocurrencies) has diverged from stocks to the downside. At the same time, gold has surged, absorbing capital that might otherwise flow into riskier investments, like cryptocurrencies. One of the coin's narratives, namely that it's a safe-haven asset akin to digital gold, now appears to be dying or ...
Meta Platforms, Inc. (ISIN: US30303M1027) shares dropped 2.1% on NASDAQ to $593.66 USD as of March 20, 2026, hit by insider selling, child-safety lawsuits, and broader tech sector retreat on AI valuation reset. DACH investors eye the balance between Meta's AI push and mounting risks. Meta Platforms, Inc. stock fell sharply on March 20, 2026, declining 2.1% on NASDAQ to close at $593.66 USD, with s...
Meta Platforms, Inc. (ISIN: US30303M1027) shares dropped 2.1% on NASDAQ to $593.66 USD as of March 20, 2026, hit by insider selling, child-safety lawsuits, and broader tech sector retreat on AI valuation reset. DACH investors eye the balance between Meta's AI push and mounting risks. Meta Platforms, Inc. stock fell sharply on March 20, 2026, declining 2.1% on NASDAQ to close at $593.66 USD, with shares trading as low as $587.25 USD amid heightened trading volume. This drop reflects investor concerns over regulatory scrutiny, including a high-profile New Mexico child-safety trial accusing the company of prioritizing profits over user protection, alongside notable insider selling and a broader tech sector pullback driven by AI infrastructure spending doubts. For DACH investors, the volatility underscores the tension between Meta's dominant ad revenue engine and escalating legal risks that could impact European operations under strict data privacy rules like GDPR. As of: 21.03.2026 By Dr. Elena Voss, Senior Tech Equity Analyst – 'Tracking Big Tech's AI pivot and its ripple effects on global portfolios, with a focus on sustainable growth in regulated markets.' Recent Price Action and Market Trigger The Meta Platforms, Inc. stock experienced a 2.1% decline on NASDAQ, closing at $593.66 USD on March 20, 2026, after dipping to $593.66 USD from a prior close of $606.70 USD. Trading volume surged 35% above average to over 20 million shares, signaling strong investor reaction. This move aligns with a 1.5% drop reported to around $624.50 USD in some sessions, but the latest verified close confirms the steeper pullback amid profit-taking in mega-cap tech. Key triggers include ongoing insider sales and a New Mexico trial highlighting child-safety lapses on platforms like Facebook and Instagram. Investors are reassessing Meta's massive AI capex plans, projected at $115-135 billion within total 2026 expenses of $162-169 billion, questioning returns amid a broader AI valuation rese...
Catch up on all the headlines with 'BTW'. Lisa Mateo, Christina Ruffini and David Gura dive into the headlines you may have missed on Bloomberg This Weekend. (Source: Bloomberg)
Catch up on all the headlines with 'BTW'. Lisa Mateo, Christina Ruffini and David Gura dive into the headlines you may have missed on Bloomberg This Weekend. (Source: Bloomberg)
Microsoft Corporation (NASDAQ:MSFT) is one of Harvard University’s top AI stock picks. On March 14, Microsoft Corporation (NASDAQ:MSFT) became the first cloud service provider to begin validating the Vera Rubin NVL72 system. Developed by Nvidia, the next-generation rack-scale AI supercomputer is designed for training and inference of trillion-parameter models. Microsoft Corporation (MSFT) Starts V...
Microsoft Corporation (NASDAQ:MSFT) is one of Harvard University’s top AI stock picks. On March 14, Microsoft Corporation (NASDAQ:MSFT) became the first cloud service provider to begin validating the Vera Rubin NVL72 system. Developed by Nvidia, the next-generation rack-scale AI supercomputer is designed for training and inference of trillion-parameter models. Microsoft Corporation (MSFT) Starts Validating Nvidia’s Vera Rubin NVL72 for AI Workloads Image by Tawanda Razika from Pixabay The ongoing tests mark an important milestone in Microsoft’s push to deploy next-generation AI infrastructure. The deployment also asserts Azure’s strategy in co-designing data center architecture that can accommodate massive power, cooling, and bandwidth requirements for the most powerful AI superchips. Bernstein has already reiterated that Microsoft’s first-to-validate status underscores its SaaS/Cloud dominance. Microsoft’s validation of the Nvidia system also comes on the heels of a multiyear power and liquid-cooling redesign, crucial to managing the increasing watt density of the NVL72 racks. The likes of Amazon and Alphabet are also expected to deploy Rubin systems in the second half of the year. As more players leverage the new system, it remains to be seen if hardware gains will translate into lower inference costs for customers. Microsoft Corporation (NASDAQ:MSFT) is a leader in artificial intelligence, focusing on integrating generative AI across its entire product ecosystem, providing AI infrastructure through Azure, and developing “agentic” AI capable of autonomous action. Through a multi-year, multi-billion-dollar investment in OpenAI, Microsoft has exclusive access to foundational models like GPT-4 and DALL-E 3. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era ...
Microsoft Corporation (NASDAQ:MSFT) is one of Harvard University’s top AI stock picks. On March 14, Microsoft Corporation (NASDAQ:MSFT) became the first cloud service provider to begin validating the Vera Rubin NVL72 system. Developed by Nvidia, the next-generation rack-scale AI supercomputer is designed for training and inference of trillion-parameter models. Microsoft Corporation (MSFT) Starts V...
Microsoft Corporation (NASDAQ:MSFT) is one of Harvard University’s top AI stock picks. On March 14, Microsoft Corporation (NASDAQ:MSFT) became the first cloud service provider to begin validating the Vera Rubin NVL72 system. Developed by Nvidia, the next-generation rack-scale AI supercomputer is designed for training and inference of trillion-parameter models. Microsoft Corporation (MSFT) Starts Validating Nvidia’s Vera Rubin NVL72 for AI Workloads Image by Tawanda Razika from Pixabay The ongoing tests mark an important milestone in Microsoft’s push to deploy next-generation AI infrastructure. The deployment also asserts Azure’s strategy in co-designing data center architecture that can accommodate massive power, cooling, and bandwidth requirements for the most powerful AI superchips. Bernstein has already reiterated that Microsoft’s first-to-validate status underscores its SaaS/Cloud dominance. Microsoft’s validation of the Nvidia system also comes on the heels of a multiyear power and liquid-cooling redesign, crucial to managing the increasing watt density of the NVL72 racks. The likes of Amazon and Alphabet are also expected to deploy Rubin systems in the second half of the year. As more players leverage the new system, it remains to be seen if hardware gains will translate into lower inference costs for customers. Microsoft Corporation (NASDAQ:MSFT) is a leader in artificial intelligence, focusing on integrating generative AI across its entire product ecosystem, providing AI infrastructure through Azure, and developing “agentic” AI capable of autonomous action. Through a multi-year, multi-billion-dollar investment in OpenAI, Microsoft has exclusive access to foundational models like GPT-4 and DALL-E 3. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era ...
sanjeri/E+ via Getty Images The past 12-month period has been quite challenging for consumer staples and packaged food companies in particular. Ongoing cost pressures are forcing businesses to undergo yet another round of price increases and this is taking its toll on volumes, margins and investors' confidence as well. General Mills ( GIS ) has not been immune to these trends and the stock's perfo...
sanjeri/E+ via Getty Images The past 12-month period has been quite challenging for consumer staples and packaged food companies in particular. Ongoing cost pressures are forcing businesses to undergo yet another round of price increases and this is taking its toll on volumes, margins and investors' confidence as well. General Mills ( GIS ) has not been immune to these trends and the stock's performance over the past year reflects that. After the Q3 2026 report, it seems that there won't be any changes to the narrative in the near-future as the management reaffirmed its full fiscal year outlook for a low single-digit sales drop and a material drop in both operating profit and earnings per share. GIS Investor Presentation While this could be interpreted as neither good nor bad news, the GIS stock has fallen by more than 36% over the past year and is one of the worst performers within the already challenged peer group. Data by YCharts As a result, GIS is now trading single digit earnings multiple on a GAAP basis and at a forward P/E multiple of 11 once non-recurring items are accounted for. Seeking Alpha On one hand, we now have a stock that is trading at ridiculously low levels, but on the other the latest report has sent a signal to investors that a recovery in the coming quarters is unlikely. Having said that, long-term oriented investors should pay attention as the recent quarter has also shown some early positive signs which coupled with the record-low valuation could present a good entry point. Before we proceed to some of the specifics from the quarter, it should be mentioned that I warned investors about some company-specific risks back in October of last year. These were primarily related to capital allocation decisions and certain operational metrics. While trends in the latter might change in the short-term, mistakes within the capital allocation process are much harder to remedy. Seeing Alpha Lackluster Performance On the surface, the third quarter of FY 2...
Alphabet Inc Class C (ISIN: US02079K1079) shares traded in a narrow range on Nasdaq in USD, reflecting investor concerns over intensifying AI rivalry. DACH investors should watch as Europe's regulatory landscape and tech exposure amplify the stakes for this tech giant. Alphabet Inc Class C stock encountered downward pressure on Nasdaq amid heightened competition in artificial intelligence. Shares ...
Alphabet Inc Class C (ISIN: US02079K1079) shares traded in a narrow range on Nasdaq in USD, reflecting investor concerns over intensifying AI rivalry. DACH investors should watch as Europe's regulatory landscape and tech exposure amplify the stakes for this tech giant. Alphabet Inc Class C stock encountered downward pressure on Nasdaq amid heightened competition in artificial intelligence. Shares fluctuated between $299.98 and $305.77 USD, closing around $300.85 USD. This movement highlights investor digestion of AI challenges facing Google parent Alphabet. As of: 21.03.2026 By Dr. Elena Voss, Senior Tech Markets Analyst – Tracking AI-driven shifts in Big Tech for European investors, with focus on regulatory impacts and growth sustainability. Recent Trading Dynamics on Nasdaq Alphabet Inc Class C, ticker GOOG, trades primarily on Nasdaq in USD. On this date, the stock opened near recent levels but faced selling amid broader tech sector rotation. The daily range captured a modest volatility, with intraday highs testing resistance around $305 USD before retreating. This pullback aligns with Class A shares GOOGL, which saw similar patterns around $302 USD on Nasdaq. Investors noted the divergence from earlier 2026 peaks, where the stock had approached $349 USD over 52 weeks. Class C lacks voting rights but mirrors economic performance closely with Class A. Volume remained robust, averaging near 30 million shares daily for the class. This liquidity suits DACH investors accessing via international brokers. The P/E ratio hovers around 28, signaling premium valuation sustained by cloud and AI bets. AI Competition Intensifies for Alphabet Core pressure stems from rivals advancing in generative AI. OpenAI and others challenge Google's search dominance, prompting heavy capital outlays. Alphabet's response includes Gemini model iterations, yet monetization lags peers in some views. Market cares now as AI capex surges strain margins. Recent quarters showed cloud growth accelera...
"I'd Like To Pay Their Salaries": Elon Musk Offers Lifeline To TSA Agents As Democrats Hold Paychecks Hostage In Shutdown The Department of Homeland Security shutdown entered its 36th day on Saturday after Senate Democrats blocked yet another funding bill for Immigration and Customs Enforcement, the Transportation Security Administration, and other federal agencies, triggering weeks of chaos at ai...
"I'd Like To Pay Their Salaries": Elon Musk Offers Lifeline To TSA Agents As Democrats Hold Paychecks Hostage In Shutdown The Department of Homeland Security shutdown entered its 36th day on Saturday after Senate Democrats blocked yet another funding bill for Immigration and Customs Enforcement, the Transportation Security Administration, and other federal agencies, triggering weeks of chaos at airports nationwide, including long TSA checkpoint lines during the peak of the spring break travel season. Early Saturday morning, Elon Musk, closely tracking the DHS funding lapse, wrote on X that he would personally pay the salaries of TSA agents to get them back to airports and help avert further chaos. "I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country," Musk said. I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country — Elon Musk (@elonmusk) March 21, 2026 On Friday, a motion to advance a funding bill failed 47-37, falling short of the 60 votes needed to overcome a Democratic filibuster. John Fetterman (Pa.) was the only Democrat to vote "yes" on the DHS funding bill. Sixteen senators from both parties were absent for the vote. This marks the fifth time Democrats have blocked the Homeland Security Appropriations bill since DHS funding ended in mid-February. Democrats have been absolutely furious over any funding bill for ICE and Customs and Border Protection (CBP) that does not include reforms to immigration enforcement operations. That is mostly because they are watching President Trump erode their political power by deporting the very illegal aliens their party allowed to invade the nation under the Biden-Harris regime. Remember, these illegals are the future voting bloc of the Democratic Party, meant to seize pol...
NVIDIA Corporation (NASDAQ:NVDA) is one of Harvard University’s top AI stock picks. On March 16, NVIDIA Corporation (NASDAQ:NVDA) unveiled Agent Toolkit, a new open-source software platform tailored for building autonomous enterprise agents. The toolkit comes with OpenShell, an open-source runtime that provides policy-based security, network, and privacy controls. NVIDIA Corporation (NVDA) Unveils...
NVIDIA Corporation (NASDAQ:NVDA) is one of Harvard University’s top AI stock picks. On March 16, NVIDIA Corporation (NASDAQ:NVDA) unveiled Agent Toolkit, a new open-source software platform tailored for building autonomous enterprise agents. The toolkit comes with OpenShell, an open-source runtime that provides policy-based security, network, and privacy controls. NVIDIA Corporation (NVDA) Unveils Agent Toolkit For Creating Specialized AI Agents Agent Toolkit comes with open-source models and software for enterprises and developers to build tools that scale productivity. For instance, it includes NVIDIA Nemotron open-source agents like NVIDIA AI-Q and NVIDIA cuOpt. Therefore, developers can use it to create specialized AI agents that can act autonomously. NVIDIA AI-Q can enable developers to build custom AI agents that perceive, reason, and act on enterprise knowledge. At the GTC 2026 Keynote, CEO Jensen Huang reiterated that the company is well-positioned to expand its AI capabilities and solidify partnerships across sectors. The push is part of an effort to capitalize on computing demand that could surpass $1 trillion by 2027. Consequently, the company is partnering with major automotive and cloud service companies to expand market reach. NVIDIA Corporation (NASDAQ:NVDA) is the dominant leader in AI computing, providing a full-stack platform spanning hardware, software, and services for AI development, training, and inference. The company has transformed from a GPU manufacturer into an AI infrastructure company, with its technology driving advancements in generative AI, large language models (LLMs), and physical AI (robotics). While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI ...
NVIDIA Corporation (NASDAQ:NVDA) is one of Harvard University’s top AI stock picks. On March 16, NVIDIA Corporation (NASDAQ:NVDA) unveiled Agent Toolkit, a new open-source software platform tailored for building autonomous enterprise agents. The toolkit comes with OpenShell, an open-source runtime that provides policy-based security, network, and privacy controls. NVIDIA Corporation (NVDA) Unveils...
NVIDIA Corporation (NASDAQ:NVDA) is one of Harvard University’s top AI stock picks. On March 16, NVIDIA Corporation (NASDAQ:NVDA) unveiled Agent Toolkit, a new open-source software platform tailored for building autonomous enterprise agents. The toolkit comes with OpenShell, an open-source runtime that provides policy-based security, network, and privacy controls. NVIDIA Corporation (NVDA) Unveils Agent Toolkit For Creating Specialized AI Agents Agent Toolkit comes with open-source models and software for enterprises and developers to build tools that scale productivity. For instance, it includes NVIDIA Nemotron open-source agents like NVIDIA AI-Q and NVIDIA cuOpt. Therefore, developers can use it to create specialized AI agents that can act autonomously. NVIDIA AI-Q can enable developers to build custom AI agents that perceive, reason, and act on enterprise knowledge. At the GTC 2026 Keynote, CEO Jensen Huang reiterated that the company is well-positioned to expand its AI capabilities and solidify partnerships across sectors. The push is part of an effort to capitalize on computing demand that could surpass $1 trillion by 2027. Consequently, the company is partnering with major automotive and cloud service companies to expand market reach. NVIDIA Corporation (NASDAQ:NVDA) is the dominant leader in AI computing, providing a full-stack platform spanning hardware, software, and services for AI development, training, and inference. The company has transformed from a GPU manufacturer into an AI infrastructure company, with its technology driving advancements in generative AI, large language models (LLMs), and physical AI (robotics). While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI ...
NVIDIA Corporation (NASDAQ:NVDA) is one of Harvard University’s top AI stock picks. On March 16, NVIDIA Corporation (NASDAQ:NVDA) unveiled Agent Toolkit, a new open-source software platform tailored for building autonomous enterprise agents. The toolkit comes with OpenShell, an open-source runtime that provides policy-based security, network, and privacy controls. NVIDIA Corporation (NVDA) Unveils...
NVIDIA Corporation (NASDAQ:NVDA) is one of Harvard University’s top AI stock picks. On March 16, NVIDIA Corporation (NASDAQ:NVDA) unveiled Agent Toolkit, a new open-source software platform tailored for building autonomous enterprise agents. The toolkit comes with OpenShell, an open-source runtime that provides policy-based security, network, and privacy controls. NVIDIA Corporation (NVDA) Unveils Agent Toolkit For Creating Specialized AI Agents Agent Toolkit comes with open-source models and software for enterprises and developers to build tools that scale productivity. For instance, it includes NVIDIA Nemotron open-source agents like NVIDIA AI-Q and NVIDIA cuOpt. Therefore, developers can use it to create specialized AI agents that can act autonomously. NVIDIA AI-Q can enable developers to build custom AI agents that perceive, reason, and act on enterprise knowledge. At the GTC 2026 Keynote, CEO Jensen Huang reiterated that the company is well-positioned to expand its AI capabilities and solidify partnerships across sectors. The push is part of an effort to capitalize on computing demand that could surpass $1 trillion by 2027. Consequently, the company is partnering with major automotive and cloud service companies to expand market reach. NVIDIA Corporation (NASDAQ:NVDA) is the dominant leader in AI computing, providing a full-stack platform spanning hardware, software, and services for AI development, training, and inference. The company has transformed from a GPU manufacturer into an AI infrastructure company, with its technology driving advancements in generative AI, large language models (LLMs), and physical AI (robotics). While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI ...
Key Points However, Oracle is an artificial intelligence (AI) company, particularly with its massive pivot into next-generation data centers. This strategic shift won't be cheap or easy, so the stock is a risky play. 10 stocks we like better than Oracle › To put it mildly, 2026 has not been a good year for Big Software so far. Even the giants in the industry have taken serious hits to their stock ...
Key Points However, Oracle is an artificial intelligence (AI) company, particularly with its massive pivot into next-generation data centers. This strategic shift won't be cheap or easy, so the stock is a risky play. 10 stocks we like better than Oracle › To put it mildly, 2026 has not been a good year for Big Software so far. Even the giants in the industry have taken serious hits to their stock prices. One stark example of this is Oracle's (NYSE: ORCL) near-21% year-to-date decline. The rout is due largely to investor fears that tech companies identified with legacy solutions -- like Oracle, with its databases -- will be swept up in a great wave of disruption from artificial intelligence (AI) models that can do their work better, cheaper, and quicker. Yet Oracle is actually pivoting toward an AI-heavy business model. So does the sell-off make the best bargain AI stock these days? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Oracle of the future Oracle's big gamble is that it can transition from its traditional wheelhouse of database and software-as-a-service (SaaS) solutions into a massive AI infrastructure hyperscaler (i.e., operator of large-scale data centers). In short, it aims to be a major -- if not the major -- landlord in the AI revolution. Speaking of AI, Oracle also wants to become a prominent vendor in the space. It envisions developing industry-specific AI "agents," i.e., next-generation models that can autonomously perform tasks for the client. The company also aims to become a purveyor of "sovereign AI" solutions for national governments that, instead of being housed on company servers, would rest entirely within the client's IT assets. That next-generation technology should help Oracle trim costs, too. It has shrunk its developer teams through a series of layoffs, as it can rep...
photovs/iStock via Getty Images Almost three years ago, in May of 2025, I wrote my last article about Regal Rexnord Corporation ( RRX ). At the time, I found it to be an interesting prospect, even though revenue, profits, and cash flows, had experienced weakness. The stock was decently attractive from a valuation standpoint. This was true on both an absolute basis and relative to other similar com...
photovs/iStock via Getty Images Almost three years ago, in May of 2025, I wrote my last article about Regal Rexnord Corporation ( RRX ). At the time, I found it to be an interesting prospect, even though revenue, profits, and cash flows, had experienced weakness. The stock was decently attractive from a valuation standpoint. This was true on both an absolute basis and relative to other similar companies. And I believed that, in the long run, this play would ultimately work out. Since then, however, the stock has underperformed the market. It's up only 47.1% while the S&P 500 is up 58%. Considering that I rated it a ‘buy’, I would say that it has fallen short of my expectations. The good news is that the picture for the business is improving. At first glance, financial performance looks mixed, but when you dig deeper, things are going surprisingly well. Management has also set forth an ambitious plan for the next couple of years, and key parts of the company are expanding nicely. Add on top of this the fact that while the stock might not be the cheapest on an absolute basis, it is cheap compared to other similar firms, and I believe that maintaining it as a ‘buy’ makes all the sense in the world right now. Taking a new look at Regal Rexnord Given the amount of time that has passed since my last article about Regal Rexnord, I think it would be appropriate to talk a bit about exactly what the company does. At its core, the company focuses on certain power systems. But to best understand it, it would be wise to look at each of its operating segments in turn. The largest of these at the end of 2025 ended up being its Industrial Powertrain Solutions segment. Through this unit, the company offers highly engineered transmission products such as mounted and unmounted bearings, couplings, mechanical power transmission drives, clutches, brakes, and certain industrial powertrain components. You also have the Automation & Motion Control segment. This unit produces and services c...