Transcript: Caroline WoodsWe've heard about the brains of AI, the chips and the software, but the conversation is shifting toward the body, the massive infrastructure and power required to keep those brains alive. Joining us to break down the physical side of AI is Matt Sallee, Head of Investments ...
Transcript: Caroline WoodsWe've heard about the brains of AI, the chips and the software, but the conversation is shifting toward the body, the massive infrastructure and power required to keep those brains alive. Joining us to break down the physical side of AI is Matt Sallee, Head of Investments ...
Pseudo-Recessions Authored by Victor Davis Hanson (get well soon) via American Greatness, As the 1992 campaign approached, incumbent president George H.W. Bush was seen as a shoo-in for reelection. The First Gulf War ended in 1991 with a spectacular U.S. victory at the head of a coalition that had expelled Saddam Hussein from Kuwait with few losses. For much of 1991, Bush’s approval ratings hovere...
Pseudo-Recessions Authored by Victor Davis Hanson (get well soon) via American Greatness, As the 1992 campaign approached, incumbent president George H.W. Bush was seen as a shoo-in for reelection. The First Gulf War ended in 1991 with a spectacular U.S. victory at the head of a coalition that had expelled Saddam Hussein from Kuwait with few losses. For much of 1991, Bush’s approval ratings hovered between 90 and 70 percent. By February 1992, an obscure Arkansas governor, Bill Clinton, emerged as the favorite Democratic nominee. But he was written off as having little chance to knock off the popular Republican incumbent president with far more foreign affairs experience. Bush, however, had just lost his brilliant 1988 campaign manager, Lee Atwater, to cancer. And third-party prairie-fire candidate Ross Perot had entered the race, drawing off conservative Bush support. Most importantly, in 1990, the U.S. economy had experienced a mild recession that had bottomed out in early 1991. By the 1992 election, the U.S. was headed to full recovery. In the last six months of 1992, GDP rebounded at over an astonishing four percent. The inflation rate in the months before the election was often less than three percent. Even stubborn unemployment was starting to fall to 7.3%. The eight-month recession officially ended in March 1991, followed by continual positive economic growth. No matter. The brilliant Clinton campaign still ran on the directive “It’s the economy, stupid” and the slogan “Putting people first.” The Clinton theme song was the upbeat Fleetwood Mac hit “Don’t Stop,” highlighting the young Clinton-Gore ticket in supposed contrast to the 68-year-old Bush. Key to the Clinton campaign rhetoric was the false charge of “the worst job growth since the Great Depression.” By November 1992, Clinton had convinced voters that the prior year’s recession was still in full force. The doom-and-gloom, near-depression “recession,” together with Perot’s third-party candidacy and Bush...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares surged about 1.5% on Wednesday following a note from Citi highlighting the company's next-generation AI computer, Vera Rubin. The system, featuring six new chips, is expected to expand Nvidia's AI computing capabilities. Citi said the architecture could enhance the company's position in the AI market, which may see demand reach ...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares surged about 1.5% on Wednesday following a note from Citi highlighting the company's next-generation AI computer, Vera Rubin. The system, featuring six new chips, is expected to expand Nvidia's AI computing capabilities. Citi said the architecture could enhance the company's position in the AI market, which may see demand reach $500 billion in 2025/26. Vera Rubin is scheduled for release in the second half of 2026. Unlike prior transitions, Rubin follows Nvidia's existing NVL framework, which may allow for smoother production compared with earlier moves from Hopper to Blackwell. The rollout is anticipated to be rapid, as all chips are newly designed for high-performance AI workloads. Analysts expect the architecture could support enterprise, research, and cloud AI applications. Citi maintained its Buy rating on Nvidia and a $270 price target after the Vera Rubin disclosure. The firm noted the new system could address prior supply challenges while driving AI adoption.
This article first appeared on GuruFocus. Shares of TSMC (NYSE:TSM) fell about 1.5% on Wednesday, even as JPMorgan lifted its price target on the semiconductor maker to NT$2,100 from NT$1,700. The firm maintained an Overweight rating, citing strong AI-driven growth prospects. JPMorgan analysts expect 2026 to deliver around 30% revenue growth in USD terms. They pointed to rising demand for TSMC's N...
This article first appeared on GuruFocus. Shares of TSMC (NYSE:TSM) fell about 1.5% on Wednesday, even as JPMorgan lifted its price target on the semiconductor maker to NT$2,100 from NT$1,700. The firm maintained an Overweight rating, citing strong AI-driven growth prospects. JPMorgan analysts expect 2026 to deliver around 30% revenue growth in USD terms. They pointed to rising demand for TSMC's N3 node, a faster N2 ramp, gains in advanced packaging, and higher average selling prices as key drivers. Gross margins are also projected to improve due to better product mix, higher yields on N3 wafers, more expedited N4/N3 orders, and favorable Taiwan dollar exchange rates. Looking ahead to 2027, the bank forecasts over 20% revenue growth as capacity for leading-edge nodes remains tight and AI-related capital expenditures continue to rise. Upside risks include stronger-than-expected margins in early 2026, additional N2 capacity, resumed H200 shipments from Nvidia (NVDA), and potential gains in mature technology driven by industrial and automotive demand.
Amazon stock investors interested in bullish exposure can do so with much lower risk through a bull call spread. The post Amazon Stock: This Option Trade Works For E-Commerce Giant appeared first on Investor's Business Daily .
Amazon stock investors interested in bullish exposure can do so with much lower risk through a bull call spread. The post Amazon Stock: This Option Trade Works For E-Commerce Giant appeared first on Investor's Business Daily .
Police have raided the home of one of India’s leading environmental activists over claims his campaigning for a treaty to cut the use of fossil fuels was undermining the national interest. Investigators from India’s Enforcement Directorate (ED) claim Harjeet Singh and his wife, Jyoti Awasthi, co-founders of Satat Sampada (Nature Forever), were paid almost £500,000 to advocate for a fossil fuel non...
Police have raided the home of one of India’s leading environmental activists over claims his campaigning for a treaty to cut the use of fossil fuels was undermining the national interest. Investigators from India’s Enforcement Directorate (ED) claim Harjeet Singh and his wife, Jyoti Awasthi, co-founders of Satat Sampada (Nature Forever), were paid almost £500,000 to advocate for a fossil fuel non-proliferation treaty (FFNPT). The ED is a law enforcement agency that operates under India’s ministry of finance and is responsible for enforcing economic laws and investigating financial crimes. In a statement, the agency said it had carried out searches at Singh’s home and Satat Sampada properties “as part of an ongoing investigation into suspicious foreign inward remittances received in the garb of consultancy charges” from climate campaign groups, “which have in turn received huge funds from prior reference category NGOs like Rockefeller Philanthropy Advisors”. “However, cross-verification of filings made by the remitters abroad indicates that the funds were actually intended to promote the agenda of the fossil fuel non-proliferation treaty within India,” the agency said. The FFNPT Initiative is an international campaign calling for a treaty to stop exploration for new fossil fuels and to gradually phase out their use. First endorsed by the Pacific Island nations of Vanuatu and Tuvalu, it has the support of 17 national governments, the World Health Organization and the European parliament, as well as a constellation of civil society figures. The ED officers said: “While presented as a climate initiative, its adoption could expose India to legal challenges in international forums like the international court of justice (ICJ) and severely compromise the nation’s energy security and economic development.” They said that in the course of their search they found a large cache of whiskey, above legal limits, at Singh’s home in Delhi and they told local police, who subsequent...
(RTTNews) - SECTRA AB (SECT_B.ST), a company focused on medical tech and cybersecurity, announced on Wednesday that it has teamed up with its distribution partner, Matsunami Glass, to launch its first digital pathology project in Japan at Kameda Medical Center. This is a big step for Sectra as it's their first move into the Japanese digital pathology market after signing a contract in the second q...
(RTTNews) - SECTRA AB (SECT_B.ST), a company focused on medical tech and cybersecurity, announced on Wednesday that it has teamed up with its distribution partner, Matsunami Glass, to launch its first digital pathology project in Japan at Kameda Medical Center. This is a big step for Sectra as it's their first move into the Japanese digital pathology market after signing a contract in the second quarter of the 2025/2026 fiscal year. With Sectra's digital pathology solution, pathologists can review cases and collaborate using digital images, alongside integrated AI tools and secure data access. They mentioned that this project should help make diagnostics more efficient and shows how digital pathology is becoming more popular in Japan's healthcare system. SECT_B.ST is currently trading at SEK 240.00 up SEK 3.60 or 1.52 percent on the Nasdaq Stockholm. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Shares of Cal-Maine Foods (NASDAQ: CALM), America's biggest egg producer, dropped 3% through 11:10 a.m. ET this morning -- for reasons that had nothing to do with inflation or the rising price of eggs. Rather, Cal-Maine stock tumbled because a handful of its biggest shareholders are selling the stock, and Cal-Maine itself is buying back some of that stock at a discount. Where to invest $1,000 righ...
Shares of Cal-Maine Foods (NASDAQ: CALM), America's biggest egg producer, dropped 3% through 11:10 a.m. ET this morning -- for reasons that had nothing to do with inflation or the rising price of eggs. Rather, Cal-Maine stock tumbled because a handful of its biggest shareholders are selling the stock, and Cal-Maine itself is buying back some of that stock at a discount. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Selling (and buying) Cal-Maine stock Let's start with the selling. Cal-Maine announced this morning that "the four daughters of the Company's late founder, Fred R. Adams, Jr.," as well as his son-in-law, plan to sell just under 3 million shares of Cal-Maine, worth just under $280 million in total at today's prices. These five inside shareholders will sell at a discount, however, charging only $92.75 for their shares. Next, we move to the buying. Cal-Maine will itself buy 551,876 of the shares being sold in the above secondary offering, paying $50 million to purchase these shares from its founder's heirs. (The remainder of the 3 million shares will be sold publicly on the market). Cal-Maine notes that it already has a $500 million stock buyback program in place, and will be using funds from this program to buy the sellers' $50 million worth of shares. Is this good or bad news for Cal-Maine? Despite what you might think as you see Cal-Maine's share price fall today, this is all actually good news for Cal-Maine shareholders, and for several reasons. First, Cal-Maine is buying back shares, reducing its shares outstanding, and thus concentrating earnings among fewer shares. This is the opposite of stock dilution, and good news for shareholders. Second, preparatory to the five insiders selling their shares, Cal-Maine converted their Class A stock (offering 10 votes per share) to ordinary common stock (with one share, one vote). This eliminated supermajority voting rights, a...