Bank of America just identified an Nvidia-linked market setup that’s hiding in plain sight, beneath all the noise investors continue chasing. Analyst Andrew Obin argues the shift is being driven by Nvidia's(NVDA) effectively resetting the timetable for the AI buildout, strengthening the case for ...
Bank of America just identified an Nvidia-linked market setup that’s hiding in plain sight, beneath all the noise investors continue chasing. Analyst Andrew Obin argues the shift is being driven by Nvidia's(NVDA) effectively resetting the timetable for the AI buildout, strengthening the case for ...
The artificial intelligence (AI) revolution has transformed companies in just about every major sector of the economy. In the technology industry, no company has benefited more from the rise of AI than Nvidia (NASDAQ: NVDA) . What was once a niche semiconductor business designing parallel processors to enhance video game graphics has become the backbone hardware provider for generative AI workload...
The artificial intelligence (AI) revolution has transformed companies in just about every major sector of the economy. In the technology industry, no company has benefited more from the rise of AI than Nvidia (NASDAQ: NVDA) . What was once a niche semiconductor business designing parallel processors to enhance video game graphics has become the backbone hardware provider for generative AI workloads. Over the last three years, Nvidia's market value has gone parabolic -- increasing from about $350 billion when ChatGPT was launched to $4.5 trillion today, making it the most valuable company in the world . While Nvidia remains king of the AI chip realm, some on Wall Street are leery about the prospects that it will be able to keep its rally going. Rising competition for its graphics processing units (GPUs) has some investors worried that its sales growth could be about to plateau. Continue reading
Wall Street Has a New Favorite Artificial Intelligence (AI) Semiconductor Stock for 2026 -- With Nearly 100% of Analysts Covering It Rating It a Buy (Hint: It's Not Nvidia) The Motley Fool
Wall Street Has a New Favorite Artificial Intelligence (AI) Semiconductor Stock for 2026 -- With Nearly 100% of Analysts Covering It Rating It a Buy (Hint: It's Not Nvidia) The Motley Fool
AIP Management , an energy transition and infrastructure manager, has raised about €2 billion ($2.3 billion) at the first close of its latest flagship fund. The firm, which was originally started to manage capital for Danish pension fund PKA, is looking to raise €3 billion for AIP Fund V, Chief Executive Officer Kasper Hansen said in an interview. The fund will invest in “boring,” stable, long-ter...
AIP Management , an energy transition and infrastructure manager, has raised about €2 billion ($2.3 billion) at the first close of its latest flagship fund. The firm, which was originally started to manage capital for Danish pension fund PKA, is looking to raise €3 billion for AIP Fund V, Chief Executive Officer Kasper Hansen said in an interview. The fund will invest in “boring,” stable, long-term infrastructure assets in Europe and North America, according to Hansen. It will emphasize capital preservation and high cash yields over high leverage, he said. AIP has about €10 billion of assets under management. Financial services firm Storebrand Group owns 60% of the group, with the remainder held by PKA, pension fund PenSam and the partners. The firm’s latest fund was primarily anchored by existing limited partners, but also attracted major Dutch investor MN, Amanda Tonsgaard , head of investor relations at AIP, said in the interview. AIP started raising money for the fund last March, and held its first close in December, she said. AIP plans to deploy roughly €1 billion per year, writing equity checks of about €250 million across generation, transmission, distribution and storage infrastructure assets, according to Hansen. It has already made three investments with the latest fund, including in US independent power producer Silicon Ranch and UK battery storage projects developed by BW ESS and Copenhagen Infrastructure Partners .
Former NYC Mayor Eric Adams has come under fire after his new cryptocurrency token crashed just hours following its launch on Monday. As reported by CoinDesk , Adams' "NYC Token" hit a $580 million market capitalization at its peak before plummeting to around $130 million at this time of writing. Data from the blockchain analysis platform, Bubblemaps , flagged "suspicious" activity surrounding the...
Former NYC Mayor Eric Adams has come under fire after his new cryptocurrency token crashed just hours following its launch on Monday. As reported by CoinDesk , Adams' "NYC Token" hit a $580 million market capitalization at its peak before plummeting to around $130 million at this time of writing. Data from the blockchain analysis platform, Bubblemaps , flagged "suspicious" activity surrounding the coin. A wallet linked to the NYC Token's deployer withdrew around $2.5 million in liquidity when the token reached its peak. It later added around $1.5 million back after the coin dropped by 60 percent, but, as noted by CoinDesk , around $900,000 was … Read the full story at The Verge.
Africa’s top oil producers led a bond rally across emerging markets as the price of brent crude rose, fueled by the US escalating pressure against Iran . The 10 top performing emerging-market sovereign dollar bonds on Tuesday were all from Africa, with those from Nigeria and Angola, two of the largest oil producers on the continent, leading the gains. Zambia ’s dollar securities maturing 2053 were...
Africa’s top oil producers led a bond rally across emerging markets as the price of brent crude rose, fueled by the US escalating pressure against Iran . The 10 top performing emerging-market sovereign dollar bonds on Tuesday were all from Africa, with those from Nigeria and Angola, two of the largest oil producers on the continent, leading the gains. Zambia ’s dollar securities maturing 2053 were also among the gainers. Nigeria’s dollar bonds maturing 2033 rose 0.76 cents on the dollar to 100.66 cents as of 15:06 p.m. in London. Its longer-dated notes also gained. Angola’s notes due 2035 climbed over 1 cent to rise to 99.00 cents. Iran-related geopolitical risks have reintroduced risk premium into oil prices that is supportive for emerging-market exporters, according to Smail Ait-Mahrez , a Dubai-based capital markets professional. “Higher crude prices ease fiscal pressure and are driving a tactical bid in names like Nigeria and Angola with fixed income the natural entry point,” said Mahrez. Last week, the US signal of its intent to control Venezuela’s oil added to supply concerns and led to losses across most of Africa’s credit markets, though the prices subsqeuently rebounded. Read More: Oil Hits $65 as Geopolitical Risks Swirl From Iran to Black Sea The price of brent crude rose to about $65 Tuesday as the US threatened to impose tariffs on nations that conduct business with Iran. The Middle-East nation, an oil producer, has been rocked by weeks of protests, amid claims by Tehran it has quelled protests . Despite the price rise, brent crude will likely fundamentally remain subdued throughout the year, according to Guy Miller , chief strategist at Zurich Insurance. “We may have a bounce, but I don’t think it will be lasting,” he said. “This is ultimately good for global growth, inflation and oil importers, but is likely to remain a challenge for EM oil exporters.” Sign up here for the twice-weekly Next Africa newsletter, and subscribe to the Next Africa podcast o...
The home services sector is booming — already worth nearly $700 billion and on track to top $1.4 trillion by the end of the decade. As the Trump administration ramps up efforts to lower housing costs, high prices are still pushing many buyers toward fixer-uppers, while an aging population is driving demand for home modifications. Andy Bell, CEO of Ace Handyman Services, joined Bloomberg Open Inter...
The home services sector is booming — already worth nearly $700 billion and on track to top $1.4 trillion by the end of the decade. As the Trump administration ramps up efforts to lower housing costs, high prices are still pushing many buyers toward fixer-uppers, while an aging population is driving demand for home modifications. Andy Bell, CEO of Ace Handyman Services, joined Bloomberg Open Interest to talk about how homeowners are renovating and spending. (Source: Bloomberg)
U.S. President Donald Trump looks at Federal Reserve Chair Jerome Powell holding a document during a tour of the Federal Reserve Board building, which is currently undergoing renovations, in Washington, D.C., U.S., July 24, 2025. Kent Nishimura | Reuters President Donald Trump on Tuesday slammed Federal Reserve Chair Jerome Powell as either "incompetent" or "crooked," even as his Department of Jus...
U.S. President Donald Trump looks at Federal Reserve Chair Jerome Powell holding a document during a tour of the Federal Reserve Board building, which is currently undergoing renovations, in Washington, D.C., U.S., July 24, 2025. Kent Nishimura | Reuters President Donald Trump on Tuesday slammed Federal Reserve Chair Jerome Powell as either "incompetent" or "crooked," even as his Department of Justice faces growing opposition over its criminal investigation into the central bank leader. Trump threw his latest punch at Powell after being asked whether the unprecedented DOJ probe undermines confidence in the Fed, which has long enjoyed independence from the executive branch. "He's billions of dollars over budget," Trump said, apparently referencing costs related to a multibillion-dollar renovation of the Fed's Washington headquarters. "So, he either is incompetent or he's crooked," Trump said. "I don't know what he is. But he does a – certainly he doesn't do a very good job." This is breaking news. Please refresh for updates.
The footballer and author are supporting a nationwide campaign, Go All In, which aims to reverse the ‘worrying decline’ in reading for pleasure among children in the UK Leah Williamson, Michael Morpurgo, Julia Donaldson and Richard Osman are among those who have thrown their weight behind a new nationwide push to get people reading for pleasure, as the government and the National Literacy Trust la...
The footballer and author are supporting a nationwide campaign, Go All In, which aims to reverse the ‘worrying decline’ in reading for pleasure among children in the UK Leah Williamson, Michael Morpurgo, Julia Donaldson and Richard Osman are among those who have thrown their weight behind a new nationwide push to get people reading for pleasure, as the government and the National Literacy Trust launch the National Year of Reading. The year-long campaign, called Go All In, aims to reverse what organisers describe as a “worrying decline” in reading enjoyment among children and young people. Just one in three 8- to 18-year-olds now say they enjoy reading in their spare time. Only 26% of boys read for pleasure, compared to 39% of girls. More than a quarter of children are leaving primary school having not reached the reading age of an 11-year-old. Continue reading...
Campaigners warn proposals being voted on in Commons are threat to ‘long and legitimate history’ of peaceful action Labour MPs are among those planning to vote against a move to restrict protest outside animal breeding and testing facilities by reclassifying them as “key national infrastructure”, amid fresh concerns about the criminalisation of peaceful protest. The government proposal to amend th...
Campaigners warn proposals being voted on in Commons are threat to ‘long and legitimate history’ of peaceful action Labour MPs are among those planning to vote against a move to restrict protest outside animal breeding and testing facilities by reclassifying them as “key national infrastructure”, amid fresh concerns about the criminalisation of peaceful protest. The government proposal to amend the Public Order Act 2023 using a statutory instrument (SI) has been criticised by MPs and campaigners for using secondary legislation to expand police powers, meaning there is little parliamentary scrutiny and no public consultation. The Guardian understands about 50 MPs in total plan to oppose the amendment in Wednesday’s vote. Continue reading...