Shares of Coreweave (CRWV) rose 9% during pre-market trading on Monday after AI powerhouse Nvidia (NVDA) invested another $2 billion in an effort to accelerate the company's buildout of next-generation data centers built specifically for AI workloads. The funding, which came through the purchase of CoreWeave’s Class A stock at $87.20 per share, will help the company scale up to more than 5 gigawat...
Shares of Coreweave (CRWV) rose 9% during pre-market trading on Monday after AI powerhouse Nvidia (NVDA) invested another $2 billion in an effort to accelerate the company's buildout of next-generation data centers built specifically for AI workloads. The funding, which came through the purchase of CoreWeave’s Class A stock at $87.20 per share, will help the company scale up to more than 5 gigawatts of AI-dedicated data centers, or “AI factories,” by the end of the decade. STORY CONTINUES BELOW Don't miss another story. Subscribe to the Crypto Daybook Americas Newsletter today . See all newsletters Sign me up By signing up, you will receive emails about CoinDesk products and you agree to our terms of use and privacy policy . CRWV closed at $92.98 on Friday. With the early gain, the stock is trading just above $101. NVDA shares are lower by 0.5% pre-market. Nvidia's backing provides more than capital. The deal also extends a years-long collaboration that aligns both firms on hardware, software and data center strategy. The companies will also test CoreWeave’s software stack, including its resource scheduling platform Mission Control, with an eye toward integrating it into Nvidia's broader ecosystem. “CoreWeave’s deep AI factory expertise, platform software, and unmatched execution velocity are recognized across the industry," Jensen Huang, founder and CEO of Nvidia said in a statement. Nvidia last September entered into a $6.3 billion agreement with CoreWeave to purchase unsold computing capacity through 2032. CoreWeave started as a bitcoin mining company in 2017 under the name Atlantic Crypto, but quickly pivoted to cloud computing and AI after the crypto crash in 2018.
Ahead of production, Intel must win major customers for the Intel 14A process. Intel's (INTC 17.15%) foundry strategy until recently could be summed up as "if you build it, they will come." The company poured capital into manufacturing facilities and raced to bring new manufacturing processes into production. The Intel 18A process, the culmination of the company's original foundry roadmap, is now ...
Ahead of production, Intel must win major customers for the Intel 14A process. Intel's (INTC 17.15%) foundry strategy until recently could be summed up as "if you build it, they will come." The company poured capital into manufacturing facilities and raced to bring new manufacturing processes into production. The Intel 18A process, the culmination of the company's original foundry roadmap, is now churning out Panther Lake CPUs for Intel's PC products group. What Intel 18A is not doing right now is producing meaningful volumes of chips for external customers. Intel has signed a handful of deals over the past couple of years, including a pact with Microsoft in 2024 to manufacture an unnamed custom chip on the Intel 18A process, and an agreement to make AI fabric chips on the same process for Amazon. The scope and timing of those deals are unknown. What is known is that essentially all of Intel's foundry revenue remains internal. A rumor that Apple is likely to use a variant of Intel 18A for some of its M-series chips seems like a good bet, but revenue from such a deal would likely be at least a year away. Intel CEO Lip-Bu Tan made clear earlier this year that the era of "blank checks" was over. For Intel 14A, Intel's next-generation manufacturing process, customers would need to come first. This new strategy sets the stage for a high-stakes year. Intel must win large foundry customers for the Intel 14A process to sustain the foundry business in the long run. Holding back on Intel 14A Intel is facing a supply shortage. The company is working to improve yields across existing manufacturing processes and ramp up tool purchases to boost production. The Intel 7 process, a few generations old, still accounts for a significant share of overall capacity, and the new Intel 18A process is currently ramping up. Despite the shortage, Intel is being disciplined with Intel 14A. "What we're holding back on is 14A because 14A is really linked to foundry customers," said CFO Dave Zins...
Key Points The Intel 18A process is now churning out Panther Lake chips, but the company hasn't yet secured a major external customer. With Intel 14A, Intel CEO Lip-Bu Tan has made clear that customer commitments must come first. If Intel fails to lock in customers, the future of the foundry business becomes murky. 10 stocks we like better than Intel › Intel's (NASDAQ: INTC) foundry strategy until...
Key Points The Intel 18A process is now churning out Panther Lake chips, but the company hasn't yet secured a major external customer. With Intel 14A, Intel CEO Lip-Bu Tan has made clear that customer commitments must come first. If Intel fails to lock in customers, the future of the foundry business becomes murky. 10 stocks we like better than Intel › Intel's (NASDAQ: INTC) foundry strategy until recently could be summed up as "if you build it, they will come." The company poured capital into manufacturing facilities and raced to bring new manufacturing processes into production. The Intel 18A process, the culmination of the company's original foundry roadmap, is now churning out Panther Lake CPUs for Intel's PC products group. Image source: Intel. What Intel 18A is not doing right now is producing meaningful volumes of chips for external customers. Intel has signed a handful of deals over the past couple of years, including a pact with Microsoft in 2024 to manufacture an unnamed custom chip on the Intel 18A process, and an agreement to make AI fabric chips on the same process for Amazon. The scope and timing of those deals are unknown. What is known is that essentially all of Intel's foundry revenue remains internal. A rumor that Apple is likely to use a variant of Intel 18A for some of its M-series chips seems like a good bet, but revenue from such a deal would likely be at least a year away. Intel CEO Lip-Bu Tan made clear earlier this year that the era of "blank checks" was over. For Intel 14A, Intel's next-generation manufacturing process, customers would need to come first. This new strategy sets the stage for a high-stakes year. Intel must win large foundry customers for the Intel 14A process to sustain the foundry business in the long run. Holding back on Intel 14A Intel is facing a supply shortage. The company is working to improve yields across existing manufacturing processes and ramp up tool purchases to boost production. The Intel 7 process, a few gene...
The company is trying to close its first sale of its small nuclear reactors. NuScale Power (SMR 4.31%) is a story stock right now. It has very real and exciting nuclear power technology to sell, but it hasn't yet built and sold any of its small modular nuclear reactors (SMRs). This is the big fact that investors need to wrap their heads around before buying the stock. However, Wall Street is forwa...
The company is trying to close its first sale of its small nuclear reactors. NuScale Power (SMR 4.31%) is a story stock right now. It has very real and exciting nuclear power technology to sell, but it hasn't yet built and sold any of its small modular nuclear reactors (SMRs). This is the big fact that investors need to wrap their heads around before buying the stock. However, Wall Street is forward looking, so what could happen over the next 12 months? Maybe not as much as you might hope. NuScale Power has big opportunities NuScale Power has regulatory-approved plans for a small modular nuclear reactor. There are companies working on SMRs that use a different fuel source and technology than current large nuclear reactors. Those could be years away from entering the market. NuScale Power has taken existing fuel options and downsized current nuclear power plant technology, leading to a quicker approval process. There are many benefits to shrinking a nuclear reactor. For starters, SMRs can be built in a factory setting, which should enable assembly line processes. That should result in lower costs and more consistency. At the very least, a factory setting will eliminate the headaches that come with the construction of large capital investment projects built on site. There is also the size benefit of being able to place an SMR closer to where it is needed. It isn't hard to imagine a data center running AI applications -- which require a lot of reliable electricity -- that has an SMR on site. And because SMRs are small, they can be placed closer to population centers. So that data center could be right next to a city without becoming a drain on the local power grid. The business opportunity for NuScale Power is exciting. There's just one problem: It still hasn't closed a sale, so the technology is still untested. NuScale has irons in the fire It isn't that the company hasn't been trying to finalize a sale. It has a potential sale lined up in Romania, and if that deal is...
Key Points The Intel 18A process is now churning out Panther Lake chips, but the company hasn't yet secured a major external customer. With Intel 14A, Intel CEO Lip-Bu Tan has made clear that customer commitments must come first. If Intel fails to lock in customers, the future of the foundry business becomes murky. 10 stocks we like better than Intel › Intel's (NASDAQ: INTC) foundry strategy until...
Key Points The Intel 18A process is now churning out Panther Lake chips, but the company hasn't yet secured a major external customer. With Intel 14A, Intel CEO Lip-Bu Tan has made clear that customer commitments must come first. If Intel fails to lock in customers, the future of the foundry business becomes murky. 10 stocks we like better than Intel › Intel's (NASDAQ: INTC) foundry strategy until recently could be summed up as "if you build it, they will come." The company poured capital into manufacturing facilities and raced to bring new manufacturing processes into production. The Intel 18A process, the culmination of the company's original foundry roadmap, is now churning out Panther Lake CPUs for Intel's PC products group. 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 Intel 18A is not doing right now is producing meaningful volumes of chips for external customers. Intel has signed a handful of deals over the past couple of years, including a pact with Microsoft in 2024 to manufacture an unnamed custom chip on the Intel 18A process, and an agreement to make AI fabric chips on the same process for Amazon. The scope and timing of those deals are unknown. What is known is that essentially all of Intel's foundry revenue remains internal. A rumor that Apple is likely to use a variant of Intel 18A for some of its M-series chips seems like a good bet, but revenue from such a deal would likely be at least a year away. Intel CEO Lip-Bu Tan made clear earlier this year that the era of "blank checks" was over. For Intel 14A, Intel's next-generation manufacturing process, customers would need to come first. This new strategy sets the stage for a high-stakes year. Intel must win large foundry customers for the Intel 14A process to sustain the foundry business in the long run. Holding back on Intel 14A Intel is facing a supply shortage. The company...
Thapana Onphalai/iStock via Getty Images Wisdomtree U.S. Quality Growth Fund ETF ( QGRW ) was one of the top-performers in the past three years, with the total returns of 132% compared to the S&P 500's 72%. Furthermore, QGRW's portfolio exposure to the fast-growing and high quality technology, communication and consumer cyclical stocks positions it to make the most out of the potential uptrend in ...
Thapana Onphalai/iStock via Getty Images Wisdomtree U.S. Quality Growth Fund ETF ( QGRW ) was one of the top-performers in the past three years, with the total returns of 132% compared to the S&P 500's 72%. Furthermore, QGRW's portfolio exposure to the fast-growing and high quality technology, communication and consumer cyclical stocks positions it to make the most out of the potential uptrend in 2026. The fund also offers a decent weight in the industrials, healthcare and financials sectors. I initiate coverage of QGRW with a buy rating. QGRW's Performance and 2026 outlook QGRW three-year total return (Seeking Alpha) The launch of quality growth ETFs in recent years has boosted moderate to aggressive risk-tolerance investors potential to beat the market while limiting a risk factor. Wisdomtree U.S. Quality Growth Fund ETF, launched in late 2022, generated the blistering total returns for shareholders, beating the S&P 500 by nearly 60% in the past three years. In fiscal 2025, its total returns were around 20% compared to the S&P 500's 17%. QGRW is also poised to deliver solid returns in fiscal 2026, given the potential bullish market conditions. Wall Street expects the S&P 500 to hit 8000 points mark by the end of year, supported by a mid-teen percentage earnings growth, improving economic conditions and easing rate policy. In the case of bullish conditions, I expect QGRW to beat the S&P 500 consensus price surge outlook of around 17% from the current level. QGRW's Portfolio Strategy Can Help It Offer Solid Returns Wisdomtree U.S. Quality Growth Fund ETF tracks the performance of WisdomTree U.S. Quality Growth Index by using representative sampling technique. The fund seeks to deliver strong returns for its shareholders both in the short and long run. QGRW top 10 holdings (Seeking Alpha) To achieve its objective, QGRW uses a fundamental approach with a focus on two key factor: growth and quality, which are equally weighted. Furthermore, instead of significantly dive...
My top 10 things to watch Monday, Jan. 26 1. Stocks were little changed this morning as Wall Street kicks prepares for a busy earnings week. Club holdings Boeing , Corning , Danaher , GE Vernova , Starbucks , Meta Platforms , Microsoft , Dover, Honeywell and Apple will all release results. In my Sunday column , I breakdown what I'm hoping see from our Big Tech names. Monday also follows a tumultuo...
My top 10 things to watch Monday, Jan. 26 1. Stocks were little changed this morning as Wall Street kicks prepares for a busy earnings week. Club holdings Boeing , Corning , Danaher , GE Vernova , Starbucks , Meta Platforms , Microsoft , Dover, Honeywell and Apple will all release results. In my Sunday column , I breakdown what I'm hoping see from our Big Tech names. Monday also follows a tumultuous week for the stock market, spurred by President Donald Trump's tariff talks. 2. A massive winter snow storm over the weekend halted traffic, canceled flights, and caused school cancellations within the southern and eastern parts of the United States. It's great news, however, for Club holdings Home Depot and Costco. It's fair to assume Americans turned to the retailers to both prepare and recover from the historic weather conditions. Meanwhile, natural gas prices surged again this morning on the bitter cold, topping $6 per million British thermal units for the first time since late 2022. 3. Eaton announced plans this morning to separate its vehicle and e-mobility businesses to form another independent publicly-traded company. This should unlock instant value for the Club stock. Shares of the power management firm are up nearly 2% premarket. 4 . Melius Research said revenue for Club name Nvidia could "accelerate sequentially" into calendar year 2027 despite investor concerns of higher memory prices crowding out demand for its graphics processing units. The analysts also said to stick with Club name Broadcom . This morning, Nvidia announced an investment of $2 billion in artificial intelligence infrastructure provider CoreWeave , whose stock jumped 8% on the news. Nvidia was already a major CoreWeave backer. 5. JPMorgan raised its price target on Apple to $315 from $305 and maintained a buy rating on shares ahead of quarterly earnings Thursday. Analysts see a positive setup for the stock into the print given its recent underperformance despite positive data around "robust"...
Blackstone Inc. and Japanese industrial equipment maker Yanmar Holdings Co. have emerged as potential bidders for a majority stake in Volkswagen AG ’s heavy diesel engine unit Everllence SE , people familiar with the matter said. Brookfield Asset Management Ltd. has separately been studying the Volkswagen unit, which makes ship engines and power-plant turbines, the people said. Turkish energy grou...
Blackstone Inc. and Japanese industrial equipment maker Yanmar Holdings Co. have emerged as potential bidders for a majority stake in Volkswagen AG ’s heavy diesel engine unit Everllence SE , people familiar with the matter said. Brookfield Asset Management Ltd. has separately been studying the Volkswagen unit, which makes ship engines and power-plant turbines, the people said. Turkish energy group Karpowership , a major Everllence client, could also join the fray and some private equity firms may seek to partner with them on a bid, some of the people said. They would join other investors, including EQT AB and CVC Capital Partners Plc , that Bloomberg News reported this month are interested in bidding for Everllence. The Volkswagen unit could be valued at €5 billion ($5.9 billion) to €6 billion in a deal, people familiar with the matter have said. First-round bids are expected to be submitted by Feb. 12. Deliberations are ongoing and there’s no certainty which potential bidders will decide to proceed with offers, the people said, asking not to be identified discussing confidential information. Representatives for Blackstone, Brookfield, VW and Yanmar declined to comment. A spokesperson for Karpowership didn’t respond to requests for comment. Formerly known as MAN Energy Solutions SE, Everllence recorded €337 million in earnings before interest and taxes on revenues of €4.3 billion in 2024, according to VW’s annual report. Founded in 1912, Yanmar produces a range of industrial equipment, from small and large engines, agricultural machinery and facilities to construction and marine equipment as well as energy systems. The company has offices in Asia Pacific, the Americas, Europe and the Middle East.
AMD Ryzen 5 9600X price drop makes it a smart budget gaming CPU at 30% off The AMD Ryzen 5 9600X is still one of our favorite gaming CPUs and now sits firmly under $200 WePC is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Prices subject to change. Learn more Table of Contents Table of Contents With prices now significantly lower than at launch, the...
AMD Ryzen 5 9600X price drop makes it a smart budget gaming CPU at 30% off The AMD Ryzen 5 9600X is still one of our favorite gaming CPUs and now sits firmly under $200 WePC is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Prices subject to change. Learn more Table of Contents Table of Contents With prices now significantly lower than at launch, the Ryzen 5 9600X has settled into a much more appealing position for budget-minded gaming builds. The 9600X is a 6-core, 12-thread CPU designed to prioritise single-core performance and efficiency, but in the simplest of terms, it is ideal for gaming. During our testing of the 9600X, we found it to be the perfect route into the AM5 platform without overspending. While it’s not aiming to compete with high-end Ryzen 9 or X3D chips, it covers the essentials extremely well, especially for gaming-focused builds. Prices and savings subject to change. Click through to get the current deal prices. 30% OFF AMD Ryzen 5 9600X 6-Core, 12-Thread Unlocked Desktop Processor Best Deals Deal @ Amazon Load more Why the Ryzen 5 9600X is still worth considering Despite sitting at the more affordable end of AMD’s 9000-series stack, the 9600X delivers surprisingly strong gaming performance. In our testing, it consistently produced high frame rates across a wide range of modern titles, making it a reliable choice for high-refresh-rate gaming when paired with a capable GPU. Its Zen 5 architecture focuses heavily on efficiency, which means lower power draw and manageable thermals compared to many competing mid-range CPUs. This makes it particularly well-suited to smaller builds or users who want solid performance without pushing power and cooling too hard. In our full review, the Ryzen 5 9600X impressed in gaming workloads, posting excellent average frame rates in titles like CS2, Doom Eternal, and Days Gone. It also showed strong consistency in 1% and 99th percentile results, which translates to smo...
Futures Rebound From Session Low Amid FX Mayhem As Earning Avalanche, Govt Shutdown Loom US equity futures are weaker but have retraced much of their overnight lows as geopolitics and USD/JPY roil markets ahead of a significant earnings week, as Mag7 earnings reports kick off this week.As of 8:15am, S&P futures are down 0.1% while Nasdaq futures are 0.2% lower; Mag 7 stocks are mostly lower in pre...
Futures Rebound From Session Low Amid FX Mayhem As Earning Avalanche, Govt Shutdown Loom US equity futures are weaker but have retraced much of their overnight lows as geopolitics and USD/JPY roil markets ahead of a significant earnings week, as Mag7 earnings reports kick off this week.As of 8:15am, S&P futures are down 0.1% while Nasdaq futures are 0.2% lower; Mag 7 stocks are mostly lower in premarket trading while both Cyclicals and Defensives are weaker. The dollar extended its selloff on Monday as speculation, first reported here, swirled that the US could coordinate intervention with Japanese authorities to support the yen.USDJPY sees another significant decline on mounting intervention risk following Friday's NY Fed rate check at the request of the BOJ. Bond yields are lower by 1-2bp as the yield curve bull steepens with JGB crash risk out of the picture for the time being. The FX moves are triggering a surge in gold and silver, which are up 2% and 6% to $5100 and $110 respectively, even as PGMs outperform gold. Ags are higher and natgas remains the story within Energy. In Eqy pre-mkt, Mag7 names are mixed, Semis are weaker, but Energy / Materials are higher with their underlying commodities. Today’s macro data focus is on Cap Goods / Durables and regional Fed activity indicators. In premarket trading, Mag 7 stocks are mostly lower (Meta +0.4%, Microsoft +0.1%, Apple +1%, Amazon -0.2%, Alphabet -0.3%, Nvidia (NVDA) -0.7%, Tesla (TSLA) -0.6% USA Rare Earth (USAR) soared as much as 50% after the Trump administration invested $1.6 billion into the mining company. Precious metals stocks rise after gold surged past $5,000 an ounce for the first time. Allied Gold (AAUC) rises 4% after Zijin Gold International agreed to acquire the miner for C$44 per share. BlackRock TCP Capital Corp. (TCPC), a publicly traded middle-market lending fund, falls 12% as it expects to mark down the net value of its assets 19% after a string of troubled loans weighed on results. Mannkind...
Shares of Coreweave (CRWV) rose 9% during pre-market trading on Monday after AI powerhouse Nvidia (NVDA) invested another $2 billion in an effort to accelerate the company's buildout of next-generation data centers built specifically for AI workloads. The funding, which came through the purchase of CoreWeave’s Class A stock at $87.20 per share, will help the company scale up to more than 5 gigawat...
Shares of Coreweave (CRWV) rose 9% during pre-market trading on Monday after AI powerhouse Nvidia (NVDA) invested another $2 billion in an effort to accelerate the company's buildout of next-generation data centers built specifically for AI workloads. The funding, which came through the purchase of CoreWeave’s Class A stock at $87.20 per share, will help the company scale up to more than 5 gigawatts of AI-dedicated data centers, or “AI factories,” by the end of the decade. STORY CONTINUES BELOW Don't miss another story. Subscribe to the Crypto Daybook Americas Newsletter today . See all newsletters Sign me up By signing up, you will receive emails about CoinDesk products and you agree to our terms of use and privacy policy . CRWV closed at $92.98 on Friday. With the early gain, the stock is trading just above $101. NVDA shares are lower by 0.5% pre-market. Nvidia's backing provides more than capital. The deal also extends a years-long collaboration that aligns both firms on hardware, software and data center strategy. The companies will also test CoreWeave’s software stack, including its resource scheduling platform Mission Control, with an eye toward integrating it into Nvidia's broader ecosystem. “CoreWeave’s deep AI factory expertise, platform software, and unmatched execution velocity are recognized across the industry," Jensen Huang, founder and CEO of Nvidia said in a statement. Nvidia last September entered into a $6.3 billion agreement with CoreWeave to purchase unsold computing capacity through 2032. CoreWeave started as a bitcoin mining company in 2017 under the name Atlantic Crypto, but quickly pivoted to cloud computing and AI after the crypto crash in 2018.
Y Intercept Hong Kong Ltd bought a new position in Tesla, Inc. (NASDAQ:TSLA - Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 46,705 shares of the electric vehicle producer's stock, valued at approximately $20,771,000. Tesla accounts for 0.5% of Y Intercept Hong Kong Ltd's investment portfolio...
Y Intercept Hong Kong Ltd bought a new position in Tesla, Inc. (NASDAQ:TSLA - Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 46,705 shares of the electric vehicle producer's stock, valued at approximately $20,771,000. Tesla accounts for 0.5% of Y Intercept Hong Kong Ltd's investment portfolio, making the stock its 13th largest holding. Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Manning & Napier Advisors LLC bought a new position in Tesla in the third quarter valued at $29,000. Westend Capital Management LLC acquired a new position in shares of Tesla during the 3rd quarter worth about $32,000. Chapman Financial Group LLC bought a new position in shares of Tesla in the 2nd quarter valued at about $26,000. LGT Financial Advisors LLC acquired a new stake in shares of Tesla in the second quarter valued at about $29,000. Finally, CoreFirst Bank & Trust bought a new stake in Tesla during the second quarter worth about $30,000. Institutional investors and hedge funds own 66.20% of the company's stock. Get Tesla alerts: Sign Up Tesla Stock Performance TSLA opened at $449.06 on Monday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.67 and a current ratio of 2.07. Tesla, Inc. has a 52-week low of $214.25 and a 52-week high of $498.83. The firm has a market cap of $1.49 trillion, a P/E ratio of 299.37, a price-to-earnings-growth ratio of 7.63 and a beta of 1.83. The business's fifty day moving average is $444.81 and its 200-day moving average is $404.75. Insider Buying and Selling at Tesla In related news, Director James R. Murdoch sold 60,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total transaction of $26,724,000.00. Following the sale, the director owned 577,031 shares in the company...
tadamichi/iStock via Getty Images The Man Who Helped Break The Bank Of England May Save The Bank Of Japan Before becoming U.S. Treasury Secretary, Scott Bessent built his reputation in the hedge fund world. Early in his career, he rose to prominence at Soros Management, where he contributed to the firm’s legendary bet against the British Pound Using Bessent’s research that the pound was overvalued...
tadamichi/iStock via Getty Images The Man Who Helped Break The Bank Of England May Save The Bank Of Japan Before becoming U.S. Treasury Secretary, Scott Bessent built his reputation in the hedge fund world. Early in his career, he rose to prominence at Soros Management, where he contributed to the firm’s legendary bet against the British Pound Using Bessent’s research that the pound was overvalued, Soros Management made a $10 billion wager that the Bank of England would not continue to support their currency. It all came to a head on Wednesday, September 16, 1992, when the Bank of England abandoned using reserves to buy pounds, causing the currency to crash. Bessent’s firm made a tidy $1 billion profit. This period is famously referred to as “Black Wednesday,” when Soros Management “Broke the Bank of England.” I highlight Bessent’s risk taking nature in my recent Seeking Alpha article “Secretary Bessent Is Running The U.S. Treasury Like A Hedge Fund.” Well, Bessent is back in the currency markets again. Only this time, as U.S Treasury Secretary, he is aiding the Bank of Japan ("BOJ") in supporting their currency. The BOJ has a huge problem. They have been very slow in normalizing their monetary policy after an extended period of extreme easing. They are dealing with a delicate balance between new fiscal policy initiatives to prop up the economy while inflation remains persistently high. This has resulted in rising bond yields and a weak yen. Possible Yen Intervention There has been a flurry of activity in Japanese markets this past week. Prime Minister, Sanae Takaichi, who has only been in office for three months, proposed a new fiscal measure to temporarily eliminate the 8% consumption tax on food for two years. While this measure is appealing to voters who are dealing with the high cost of groceries, it creates a huge hole in the budget, with no clear solution as to how the tax cut would be funded. Market concern that the revenue loss would be filled by new govern...
Artificial-intelligence cloud company CoreWeave surged early Monday on news of an expanded partnership with Nvidia which includes a $2 billion investment from the chip maker. Nvidia invested in CoreWeave Class A common stock at a purchase price of $87.20 per share. CoreWeave shares were up 11% at $103 in premarket trading.
Artificial-intelligence cloud company CoreWeave surged early Monday on news of an expanded partnership with Nvidia which includes a $2 billion investment from the chip maker. Nvidia invested in CoreWeave Class A common stock at a purchase price of $87.20 per share. CoreWeave shares were up 11% at $103 in premarket trading.
NETSOL Technologies (NTWK ) has appointed Sardar Abubakr , FCCA, as Chief Financial Officer, effective January 20, 2026. Roger K. Almond , the company's current Chief Financial Officer, will remain with NETSOL as Chief Accounting Officer, responsible for NETSOL’s global accounting operations and the preparation of its Forms 10-Q and 10-K filings. Most recently, he served as Vice President of New B...
NETSOL Technologies (NTWK ) has appointed Sardar Abubakr , FCCA, as Chief Financial Officer, effective January 20, 2026. Roger K. Almond , the company's current Chief Financial Officer, will remain with NETSOL as Chief Accounting Officer, responsible for NETSOL’s global accounting operations and the preparation of its Forms 10-Q and 10-K filings. Most recently, he served as Vice President of New Business Ventures and M&A at Jazz, a subsidiary of VEON Group, where he led new venture creation, strategic transactions and major restructuring within a leading regional digital ecosystem. Source: Press Release More on NetSol NetSol Technologies, Inc. (NTWK) Q1 2026 Earnings Call Prepared Remarks Transcript NETSOL Technologies signs $50 million, four-year contract extension NetSol GAAP EPS of -$0.20, revenue of $15M Seeking Alpha’s Quant Rating on NetSol Financial information for NetSol
On January 15, 2026, the United States and Taiwan signed a landmark bilateral trade and investment agreement, colloquially known as the "Silicon Pact," marking the most significant shift in global technology policy in decades. This historic deal establishes a robust framework for economic integration, capping reciprocal tariffs on Taiwanese goods at 15% while offering aggressive incentives for Tai...
On January 15, 2026, the United States and Taiwan signed a landmark bilateral trade and investment agreement, colloquially known as the "Silicon Pact," marking the most significant shift in global technology policy in decades. This historic deal establishes a robust framework for economic integration, capping reciprocal tariffs on Taiwanese goods at 15% while offering aggressive incentives for Taiwanese semiconductor firms to expand their manufacturing footprint on American soil. By providing Section 232 duty exemptions for companies investing in U.S. capacity—up to 2.5 times their planned output—the agreement effectively fast-tracks the "reshoring" of the world’s most advanced chipmaking ecosystem. The immediate significance of this agreement cannot be overstated. At its core, the deal is a strategic response to the escalating demand for sovereign AI infrastructure. With a staggering $250 billion investment pledge from Taiwan toward U.S. tech sectors, the pact aims to insulate the semiconductor supply chain from geopolitical volatility. For the burgeoning AI industry, which relies almost exclusively on high-end silicon produced in the Taiwan Strait, the agreement provides a much-needed roadmap for stability, ensuring that the hardware necessary for next-generation "GPT-6 class" models remains accessible and secure. A Technical Blueprint for Semiconductor Sovereignty The technical architecture of the "Silicon Pact" is built upon a sophisticated "carrot-and-stick" incentive structure designed to move the center of gravity for high-end manufacturing. Central to this is the utilization of Section 232 of the Trade Expansion Act, which typically allows the U.S. to impose tariffs based on national security. Under the new terms, Taiwanese firms like Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) are granted unprecedented relief: during the construction phase of new U.S. facilities, these firms can import up to 2.5 times their planned capacity duty-free. Once operationa...
(RTTNews) - Following the mixed performance seen during last Friday's session, stocks may show a lack of direction in early trading on Monday. The major index futures are currently pointing to a roughly flat open for the markets, with the S&P 500 futures down by less than a tenth
(RTTNews) - Following the mixed performance seen during last Friday's session, stocks may show a lack of direction in early trading on Monday. The major index futures are currently pointing to a roughly flat open for the markets, with the S&P 500 futures down by less than a tenth