In this article NVDA HXSCL .FKRX300 Follow your favorite stocks CREATE FREE ACCOUNT Illustration of the SK Hynix logo displayed on a phone screen. Jakub Porzycki | Nurphoto | Getty Images South Korean memory giant SK Hynix announced Wednesday that it will set up a new U.S.-based company focused on artificial intelligence solutions, committing at least $10 billion as it seizes on new AI growth engi...
In this article NVDA HXSCL .FKRX300 Follow your favorite stocks CREATE FREE ACCOUNT Illustration of the SK Hynix logo displayed on a phone screen. Jakub Porzycki | Nurphoto | Getty Images South Korean memory giant SK Hynix announced Wednesday that it will set up a new U.S.-based company focused on artificial intelligence solutions, committing at least $10 billion as it seizes on new AI growth engines. The new U.S. entity, tentatively named "AI Company or AI Co.," will serve as a hub for SK Group's AI strategies and work to accelerate the technology in global markets, the company said. SK Hynix has emerged as a major AI player in recent years due to its leadership in high-bandwidth memory (HBM) chips, a type of memory used in AI chipsets like those from Nvidia . The company's U.S. expansion comes as other tech giants intensify investments in AI, driving intense demand for memory chips. SK Hynix said that it will create the new "AI Company" by restructuring its California-based subsidiary Solidigm, an enterprise solid-state drive (SSD) manufacturer created in 2021. Solidigm's operations will then be transferred to a new entity named Solidigm Inc. The planned investments in AI Co. are expected to be deployed on a capital-call basis, with plans for further strategic investments in American AI firms to boost synergies across SK Group affiliates. watch now VIDEO 10:25 10:25 'Truly believe' we are finally in a super cycle for memory firms: Susquehanna Squawk Box Asia The announcement follows SK Hynix's forecast-beating fourth-quarter also announced Wednesday, with profits boosted by ongoing shortages across the memory supply chain that have pushed up prices. To capitalize on this surging AI demand, SK Hynix has been accelerating investments and has also committed nearly $13 billion to build an advanced chip packaging plant in South Korea. The plans for a new entity based in the U.S. also align with the priorities of the Trump administration, which has threatened tariffs on...
The owner of the Rajasthan Royals has invited four groups to proceed to the next round of bidding for the Indian Premier League cricket team, including a consortium led by Times Internet Chairman Satyan Gajwani and another backed by US-based entrepreneur Kal Somani . A preliminary offer of $1.3 billion has come from the consortium led by Somani, who is already an investor in the team, according to...
The owner of the Rajasthan Royals has invited four groups to proceed to the next round of bidding for the Indian Premier League cricket team, including a consortium led by Times Internet Chairman Satyan Gajwani and another backed by US-based entrepreneur Kal Somani . A preliminary offer of $1.3 billion has come from the consortium led by Somani, who is already an investor in the team, according to people familiar with the matter. The proposal is contingent on the future performance of IPL media rights, the people added, asking not to be identified because the information is private. The sale of the Rajasthan Royals is being viewed as a crucial indicator of investor appetite for elite cricket assets. While the overall valuations of the IPL have faced scrutiny, bidders are banking on continued long-term media growth and international expansion to support multibillion-dollar franchise values. Adviser Raine Group launched the sale process with a valuation floor of about $1.1 billion, the people said. The team is majority-owned by Emerging Media Ventures, alongside minority investors RedBird Capital Partners and Tiger Global . Representatives for Times Internet and Raine declined to comment, while Somani didn’t respond to requests for comment. Blackstone Inc. and Carlyle Group Inc. were also exploring acquiring a stake in the Rajasthan team, as well as Royal Challengers Bengaluru, Bloomberg News previously reported . The IPL, established in 2008, runs for only eight weeks each spring, with 10 teams competing for the title. The league utilizes a profit-sharing structure, similar to the National Football League in the US, where teams receive a portion of revenue from media rights and sponsorships, distributed alongside the Board of Control for Cricket in India. Franchises also generate income through merchandise and ticket sales. Early investors have been looking to cash out. Last year, CVC Capital Partners Plc sold its majority stake in Gujarat Titans , valuing the team a...
Both SoftBank and OpenAI are stakeholders in the Stargate Project. Credit: Koshiro K/ Shutterstock.com. SoftBank Group is negotiating a potential investment of up to $30bn in OpenAI, according to a source familiar with the matter, reported Reuters. This possible commitment would contribute to a larger funding round that aims to raise as much as $100bn for the AI company, which could bring OpenAI’s...
Both SoftBank and OpenAI are stakeholders in the Stargate Project. Credit: Koshiro K/ Shutterstock.com. SoftBank Group is negotiating a potential investment of up to $30bn in OpenAI, according to a source familiar with the matter, reported Reuters. This possible commitment would contribute to a larger funding round that aims to raise as much as $100bn for the AI company, which could bring OpenAI’s valuation to approximately $830bn. The discussions come as SoftBank continues its strategy of increasing involvement in the AI sector under CEO Masayoshi Son, who previously led a $41bn investment in OpenAI in December, securing an 11% equity stake. OpenAI is facing increased operational costs associated with developing and maintaining its AI models amid growing competition from Google, owned by Alphabet. Both SoftBank and OpenAI are also stakeholders in Stargate, an initiative with a projected cost of $500bn to construct data centres for AI training and inference, a project described as significant for US ambitions to maintain technological leadership over China in AI. SoftBank’s shares rose by 3.5% during morning trading in Tokyo following reports of the ongoing negotiations. When contacted, SoftBank declined to provide any comment on the matter. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence The publication previously reported that Son had prioritised funding for the initial OpenAI investment, resulting in reduced activity at SoftBank’s Vision Fund. In related developments, CGI announced a new global partnership with OpenAI designed to assist clients in implementing advanced AI capabilities at an enterprise level. The agreement will see CGI integrate OpenAI’s tools into its operations and training programmes, aiming to improve security practices and deployment methods based ...
NVDA has experienced multiple explosive rallies historically. The stock surged over 50% within two months on 11 occasions, notably in 2016 and 2024, and climbed more than 30% in similar periods 15 times, including key years like 2017 and 2024. If past trends hold, upcoming catalysts could again drive NVIDIA shares sharply higher, offering substantial gains to investors. Specifically, we see these ...
NVDA has experienced multiple explosive rallies historically. The stock surged over 50% within two months on 11 occasions, notably in 2016 and 2024, and climbed more than 30% in similar periods 15 times, including key years like 2017 and 2024. If past trends hold, upcoming catalysts could again drive NVIDIA shares sharply higher, offering substantial gains to investors. Specifically, we see these catalysts: Sovereign AI Infrastructure Build-Out Automotive Pro Viz & In-Car Compute Inflection Blackwell Platform Margin Expansion Catalyst 1: Sovereign AI Infrastructure Build-Out Details : Unlocking multi-billion dollar national-level deals, Accelerating Data Center growth beyond hyperscaler consensus : Unlocking multi-billion dollar national-level deals, Accelerating Data Center growth beyond hyperscaler consensus Segment Affected : Data Center : Data Center Potential Timeline : Throughout 2026 : Throughout 2026 Evidence: CEO commentary on rising demand from sovereign nations, Publicly announced AI initiatives in India, Japan, France, and Canada Catalyst 2: Automotive Pro Viz & In-Car Compute Inflection Details : Accelerating revenue growth from high-single-digits to 20%+, Expanding gross margins via higher software mix : Accelerating revenue growth from high-single-digits to 20%+, Expanding gross margins via higher software mix Segment Affected : Automotive & Professional Visualization : Automotive & Professional Visualization Potential Timeline : Mid-2026 : Mid-2026 Evidence: Shift from infotainment to centralized AI cockpits in new EV models, Growing adoption of NVIDIA DRIVE platform by major OEMs Catalyst 3: Blackwell Platform Margin Expansion Details : Gross margin inflection above 75%, Significant ASP uplift on next-generation GPUs : Gross margin inflection above 75%, Significant ASP uplift on next-generation GPUs Segment Affected : Data Center : Data Center Potential Timeline : Q2 2026 Earnings : Q2 2026 Earnings Evidence: Management discussion on architectural i...
Key Points Alnylam will likely report strong sales growth for Amvuttra in its February quarterly update. Management should also provide news about the initiation of two clinical studies. This biotech stock is an excellent long-term pick, but there's no rush to buy before its Q4 results are announced. 10 stocks we like better than Alnylam Pharmaceuticals › Alnylam Pharmaceuticals' (NASDAQ: ALNY) st...
Key Points Alnylam will likely report strong sales growth for Amvuttra in its February quarterly update. Management should also provide news about the initiation of two clinical studies. This biotech stock is an excellent long-term pick, but there's no rush to buy before its Q4 results are announced. 10 stocks we like better than Alnylam Pharmaceuticals › Alnylam Pharmaceuticals' (NASDAQ: ALNY) strong momentum in the first three quarters of 2025 first stalled, then evaporated. Many investors are no doubt looking for a positive catalyst for the stock. They could get one soon. Although Alnylam hasn't officially announced when it will report fourth-quarter 2025 results, there's a good chance the Q4 update will be on or around Feb. 12, 2026. Should you buy this biotech stock before then? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » What to expect in Alnylam's Q4 update Wall Street looks for Alnylam's total Q4 revenue to be $1.16 billion. Analysts also expect adjusted earnings per share of $1.50. Alnylam will almost certainly share positive news about Amvuttra's commercial traction in its next quarterly update. Sales for Amvuttra skyrocketed 162% year over year in the third quarter of 2025, driven by rapid uptake in the transthyretin cardiac amyloidosis (ATTR-CM) indication. The company's full-year 2025 guidance projects combined sales of Amvuttra and Onpattro of $2.5 billion at the midpoint of the range. Given that Onpattro's sales are declining, it's reasonable to expect all of the growth in Q4 will come from Amvuttra. Don't look for significant Amvuttra sales in international markets in Q4, though. Alnylam's Chief Commercial Officer, Tolga Tanguler, said in the Q3 earnings call that "the contribution of ex-U.S. market is going to remain relatively modest, especially for [the] fourth quarter." She added that stronger growth will likely be seen in...
Newton Aycliffe was meant to be a model town for a fairer postwar Britain. But unaffordable rents on a high street amounting to 0.12% of its property tycoon owner’s holdings have made it a symbol of decline – and a warning for Labour How has your local high street changed since 2019? Check your postcode Labour risks election wipeout unless it improves Britain’s high streets Under blue skies and bu...
Newton Aycliffe was meant to be a model town for a fairer postwar Britain. But unaffordable rents on a high street amounting to 0.12% of its property tycoon owner’s holdings have made it a symbol of decline – and a warning for Labour How has your local high street changed since 2019? Check your postcode Labour risks election wipeout unless it improves Britain’s high streets Under blue skies and bunting, the whole of County Durham seemed to turn out for the young Queen Elizabeth II. They lined the streets in their thousands, waving flags and marvelling at the grand royal procession weaving past their newly built homes. It was 27 May 1960 and the recently crowned queen was officially opening the town of Newton Aycliffe on her first provincial tour after the birth of her third child, Andrew Mountbatten-Windsor, three months earlier. A 16-page commemorative pamphlet , priced at two shillings and sixpence, records the local Light Infantry buglers playing to the giddy crowd. Continue reading...
laddawan punna/iStock via Getty Images Management Stephen Lowe, CFA Chief Investment Strategist Industry start: 1996 Fund start: 2015 THYFX Funds start: 2016 TAAIX, TMAFX, TMAIX, TCAIX David Spangler, CFA Head of Mixed Assets & Market Strategies Industry start: 1989 Funds start: 2019 TAAIX, TMAFX, TMAIX, TCAIX Fund start: 2022 THYFX David Royal Chief Investment Officer, Chief Financial Officer Ind...
laddawan punna/iStock via Getty Images Management Stephen Lowe, CFA Chief Investment Strategist Industry start: 1996 Fund start: 2015 THYFX Funds start: 2016 TAAIX, TMAFX, TMAIX, TCAIX David Spangler, CFA Head of Mixed Assets & Market Strategies Industry start: 1989 Funds start: 2019 TAAIX, TMAFX, TMAIX, TCAIX Fund start: 2022 THYFX David Royal Chief Investment Officer, Chief Financial Officer Industry start: 1997 Funds start 2018 TAAIX, TMAFX, TMAIX, TCAIX Theron Whitehorn, CFA Senior Portfolio Manager Industry start: 2002 Fund start: 2021 THYFX Executive Summary 1-year performance was positive across the Allocation Fund suite with relative performance ranging from 0.40% to 1.51%. The overweight to equity and large cap growth/Magnificent 7 names positively contributed. The Funds remain overweight equity and underweight international. Fixed income in most Thrivent Asset Allocation Funds performed roughly inline in the fourth quarter and outperformed for the full year. In the Thrivent Conservative Allocation Fund, however, fixed income strongly outperformed in the quarter and the full year due to a structural overweight to credit risk as part of that fund’s long-term strategy. Performance factors For the trailing 1 year, Thrivent Asset Allocation Funds delivered relative performance that exceeded benchmarks ranging from 0.40% to 1.51%. Strong positive contributions included the overweight to equities—especially large cap growth exposures, driven by strong performance from large tech/Magnificent 7 names. The underweight to Eurozone equities and the broader developed markets detracted due to strong local market performance in addition to dollar depreciation. Overweight to mid caps detracted from performance with mid caps underperforming large by about 7%. Manager performance over the period was positive overall. Large Cap Value provided very strong positive contribution, followed by Quantitative multi-cap and Large Cap Growth managers. Large underperformance came from ...
These companies offer attractive passive income streams. Many dividend stocks offer a pedestrian yield today. Due to a surging stock market and a deemphasis on paying dividends over the years, the S&P 500's yield is currently near its all-time low at around 1.1%. However, many stocks offer even higher yields. Here are three under-the-radar dividend stocks with monster yields of up to 10.7%. Ares C...
These companies offer attractive passive income streams. Many dividend stocks offer a pedestrian yield today. Due to a surging stock market and a deemphasis on paying dividends over the years, the S&P 500's yield is currently near its all-time low at around 1.1%. However, many stocks offer even higher yields. Here are three under-the-radar dividend stocks with monster yields of up to 10.7%. Ares Capital Ares Capital (ARCC 0.29%) currently has a 9.5% dividend yield. The business development company (BDC) operates as a registered investment company. As a result, it must pay out at least 90% of its taxable income as dividends. While many BDCs have struggled to maintain their dividend payments over the years due to changes in interest rates and other factors, Ares Capital has delivered 16 years of stable-to-increasing dividends. The BDC focuses on providing capital to middle-market companies ($100 million to $1 billion in annual revenue). It makes direct loans and equity investments, which generate interest and dividend income to support its dividend payments. Expand NASDAQ : ARCC Ares Capital Today's Change ( -0.29 %) $ -0.06 Current Price $ 20.29 Key Data Points Market Cap $15B Day's Range $ 20.27 - $ 20.60 52wk Range $ 18.26 - $ 23.84 Volume 231 Avg Vol 4.6M Gross Margin 76.26 % Dividend Yield 9.46 % The specialty finance company has an exceptional investment track record. Its annualized net realized loss rate is around 0%, better than its peer group (-1.1%) and the banking sector (-0.6%). Areas has a well-diversified portfolio (587 portfolio companies) composed primarily of senior secured loans. It also has an excellent financial profile, enabling it to grow its portfolio of income-generating investments. That should support continued dividend stability and growth. Starwood Property Trust Starwood Property Trust (STWD +0.72%) leads this group with a 10.7% dividend yield. The real estate investment trust (REIT) has a similar dividend payout requirement to a BDC, at 9...
From department stores to discount shops, bookmakers to beauty salons, the makeup of Britain’s high streets has shifted dramatically since 2019. Shopping-led town centres are giving way to areas increasingly dominated by services, food, and leisure – but the scale and shape of that change varies widely from place to place. The last six years have coincided with a series of shocks to the economy. L...
From department stores to discount shops, bookmakers to beauty salons, the makeup of Britain’s high streets has shifted dramatically since 2019. Shopping-led town centres are giving way to areas increasingly dominated by services, food, and leisure – but the scale and shape of that change varies widely from place to place. The last six years have coincided with a series of shocks to the economy. Lockdowns during the Covid pandemic disrupted footfall and accelerated online retail, while Brexit, energy bill hikes, a cost of living crisis and national changes to wages and employer tax contributions have piled further pressure on both independent businesses and national chains. What remains on Britain’s high streets – and what has disappeared – offers a snapshot of how the country shops, eats and spends its time. Enter your postcode to explore the types of high street businesses that were operating near you in 2019 and how that picture compares with 2025. Unfortunately, our data does not cover Northern Ireland. Find your local high street Search Loading map for your area... Tap and drag to move around map Your four nearest retail areas are: London - Regional Centre Store Street; Bloomsbury - Small Local Centre Southampton Row; Bloomsbury - Small Local Centre Southampton Row; Bloomsbury - 1 - Small Local Centre The relative vacancy rate is 7%, compared to 5% nationally*. These areas together have a higher share of empty shops when compared to the national average. We have grouped four areas so the data is more representative. How the makeup of your local area differs from the average British high street We have selected a few interesting categories here, but this isn't a comprehensive list of all types of shops. Personal, consumer and other services 0 % 2 4 6 8 10 12 14 16 Your streets Average 3% 11% Clothing and accessory businesses 0 % 2 4 6 8 10 12 14 16 Your streets Average 8% 4% Household, office, leisure and garden businesses 0 % 2 4 6 8 10 12 14 16 Your streets Av...
Labour will be “washed away in a tide of discontent” at the next general election unless it tackles the decline of Britain’s high streets, a study has warned, as Guardian analysis lays bare the changing face of town centres. Research by the University of Southampton found people feel high streets have declined more than any other part of their local area over the past decade, as household brands c...
Labour will be “washed away in a tide of discontent” at the next general election unless it tackles the decline of Britain’s high streets, a study has warned, as Guardian analysis lays bare the changing face of town centres. Research by the University of Southampton found people feel high streets have declined more than any other part of their local area over the past decade, as household brands collapsed and shoplifting rose. Improving shopping precincts was the third most important local issue for voters, behind good healthcare and reducing crime, according to the polling conducted by YouGov. Reform UK supporters were more likely than anyone else to say their area had significantly declined, underlining what researchers called a “deep sense of place-based resentment” towards Westminster. Labour MPs say they are increasingly alarmed by the state of high streets, which for many voters have become symbolic of whether their area is prospering – and have been a focus of business backlash over the significant increases to business rates in November’s budget. In response to that anger, a business rates discount for pubs announced on Tuesday came alongside the promise of a “high street strategy”, with a set of measures to be announced later this year. Treasury minister Dan Tomlinson said: “We do understand it’s a tough time for other businesses on the high street ... consumers have changed their habits, increasingly working from home and shopping online, and these trends continue to make it harder.” Those changes are starkly illustrated by new Guardian analysis of Ordnance Survey and Landmark Information data, which found there were at least 8,000 fewer retail outlets in 2025 than in 2019, as traditional shopping faltered and new types of businesses moved in to fill the gaps. Restaurants, vape shops and discount stores are among the winners on Britain’s high streets over the past six years, as bookmakers, department stores and clothing shops have continued to disappear. M...
Six-time major champion Iga Swiatek says players are being watched "like animals in the zoo" by behind-the-scenes cameras at the Australian Open. Coco Gauff was captured smashing her racquet in a corridor in the players' area at Melbourne Park on Tuesday, leading the American to call for more privacy. The Australian Open has shown footage from the players' zone in the bowels of Rod Laver Arena - w...
Six-time major champion Iga Swiatek says players are being watched "like animals in the zoo" by behind-the-scenes cameras at the Australian Open. Coco Gauff was captured smashing her racquet in a corridor in the players' area at Melbourne Park on Tuesday, leading the American to call for more privacy. The Australian Open has shown footage from the players' zone in the bowels of Rod Laver Arena - which includes the gym, warm-up area and the corridor from the locker room - since 2019. Camera access is more restricted at the other majors. "Are we tennis players, or are we animals in the zoo where they are observed even when they poop?" said Poland's Swiatek, who lost in the quarter-finals on Wednesday. Semi-finalist Jessica Pegula described the constant filming as an "invasion of privacy" that needs to be "cut back". "You just feel like you're under a microscope constantly," the American added. Tournament organisers Tennis Australia told BBC Sport the cameras are used to help create a "deeper connection" between fans and players. "Striking the right balance between showcasing the personalities and skills of the players, while ensuring their comfort and privacy is a priority," a statement read.
Stock futures edged up Wednesday in premarket hours ahead of a widely anticipated Fed rate hold, with Big Tech reports set to drive post-market action. Here are some of Wednesday's biggest stock movers: Biggest stock gainers Stride ( LRN ) +36% - Shares surged after the ed-tech company posted a blowout FQ2, with results and guidance well ahead of expectations. Growth was powered by its Career Lear...
Stock futures edged up Wednesday in premarket hours ahead of a widely anticipated Fed rate hold, with Big Tech reports set to drive post-market action. Here are some of Wednesday's biggest stock movers: Biggest stock gainers Stride ( LRN ) +36% - Shares surged after the ed-tech company posted a blowout FQ2, with results and guidance well ahead of expectations. Growth was powered by its Career Learning segment, where revenue jumped 24.5% to $289.9M and middle and high school enrollments climbed 29.3% Y/Y, helping lift total enrollments to 248,500 (+7.8%). The company expects FQ3 revenue of $615M–$645M, topping the consensus of $615M, and full-year revenue in the range of $2.48B–$2.555B, broadly in line with consensus expectations of $2.51B. F5 ( FFIV ) +11% - Shares climbed after the company beat Q1 expectations, driven by an 11% rise in product revenue, its sixth straight quarter of double-digit product growth. The company issued strong Q2 guidance, projecting revenue of $770M–$790M, well above the $748M consensus, while its adjusted EPS outlook of $3.34–$3.46 sits roughly in line with expectations. F5 also raised its full-year fiscal 2026 growth outlook to 5%–6%, up from prior guidance of flat to 4%. Seagate Technology ( STX ) +10% - Shares jumped after the storage provider delivered upbeat FQ2 results and outlook. For FQ3, the company guided adjusted EPS to $3.20–$3.60, with a $3.40 midpoint far exceeding the $2.99 consensus. Projected revenue of $2.8B–$3B above estimates of $2.79B, which represents a 34% Y/Y improvement as a midpoint. Texas Instruments ( TXN ) +8% - Shares advanced after reporting Q4 results that came in largely in line with expectations, highlighted by a 10% rise in revenue to $4.42B and strong rebounds in Analog and embedded segments. The company expects Q1 EPS between $1.22 and $1.48 per share, with the midpoint above the analyst estimate of $1.26 per share. Sales are expected to be between $4.32B and $4.68B, with the midpoint of $4.5B above t...