Geopolitics are reshaping global shipping — from tariffs and trade routes to renewed focus on Venezuela. We’re joined by Tom Lister, CEO of Global Ship Lease, one of the world’s largest independent containership owners, joined Bloomberg Open Interest to talk about how an increasingly unpredictable world is impacting global supply chains. (Source: Bloomberg)
Geopolitics are reshaping global shipping — from tariffs and trade routes to renewed focus on Venezuela. We’re joined by Tom Lister, CEO of Global Ship Lease, one of the world’s largest independent containership owners, joined Bloomberg Open Interest to talk about how an increasingly unpredictable world is impacting global supply chains. (Source: Bloomberg)
BYD had a breakout year in 2025 -- but not for the reasons most investors expect. For years, BYD's (BYDDY 3.65%) investment story was easy to summarize: a Chinese EV champion benefiting from scale, cost advantages, and early bets on electrification. But 2025 marked a clear shift. BYD didn't just grow bigger; it grew more complex. The company crossed a critical threshold, transitioning from a domes...
BYD had a breakout year in 2025 -- but not for the reasons most investors expect. For years, BYD's (BYDDY 3.65%) investment story was easy to summarize: a Chinese EV champion benefiting from scale, cost advantages, and early bets on electrification. But 2025 marked a clear shift. BYD didn't just grow bigger; it grew more complex. The company crossed a critical threshold, transitioning from a domestic leader to a global player, while also revealing the next set of challenges investors must address. If you strip away the headlines and focus on what actually matters, three developments define BYD's 2025 story. BYD became a legitimate global EV player The most crucial change in 2025 is that BYD stopped being "China-first" in practice, not just ambition. Export volumes surged, overseas sales accelerated, and Europe emerged as a meaningful growth market rather than a test case. BYD is now on track to export close to 1 million vehicles annually, a scale that few automakers achieve outside their home markets. This matters because China's EV market is maturing fast. Competition is intense, pricing pressure is relentless, and growth is no longer guaranteed. By expanding aggressively abroad, BYD is diversifying its revenue base and reducing its dependence on a single market. Advertisement More importantly, the expansion isn't limited to shipping cars overseas. BYD is localizing its production, building factories in regions such as Southeast Asia, Europe, and Latin America. That positions the company to sidestep tariffs, shorten supply chains, and embed itself more deeply in local markets. For investors, this global push expands BYD's long-term opportunity set. The company is no longer constrained by China's demand curve alone -- it's now competing for a share of global EV adoption. Expand OTC : BYDDY BYD Company Today's Change ( -3.65 %) $ -0.46 Current Price $ 12.15 Key Data Points Market Cap $139B Day's Range $ 12.15 - $ 12.34 52wk Range $ 10.58 - $ 20.05 Volume 1.5M Avg Vol...
Three children fall from window of double-decker bus Bolton Road in Ashton-in-Makerfield has reopened, police said Three school children have fallen through a window from the top deck of a bus in Greater Manchester, police have said. A large emergency response attended following the incident on Bolton Road in Ashton-in-Makerfield at about 16:00 GMT. The children have "potentially serious injuries"...
Three children fall from window of double-decker bus Bolton Road in Ashton-in-Makerfield has reopened, police said Three school children have fallen through a window from the top deck of a bus in Greater Manchester, police have said. A large emergency response attended following the incident on Bolton Road in Ashton-in-Makerfield at about 16:00 GMT. The children have "potentially serious injuries" but they not thought to be life-threatening, Greater Manchester Police said. An investigation was in the early stages but Inspector Simon Barrie said it "appears to be an unfortunate accident".
A slate of Native American groups have filed a legal brief in support of a Wisconsin tribe’s case against prediction marketplace operator Kalshi Inc. and brokerage Robinhood Markets Inc. as tension between the technology companies and tribes escalates. Tribes have long dominated gaming outside of Las Vegas because gambling was prohibited in most of the US but allowed on Indigenous territory. Nativ...
A slate of Native American groups have filed a legal brief in support of a Wisconsin tribe’s case against prediction marketplace operator Kalshi Inc. and brokerage Robinhood Markets Inc. as tension between the technology companies and tribes escalates. Tribes have long dominated gaming outside of Las Vegas because gambling was prohibited in most of the US but allowed on Indigenous territory. Native nations largely fund government services, tribal programs and economic development using gaming revenue, the groups wrote in their brief. “For tribes, gaming is not merely a ‘commercial’ endeavor, but an existential one,” they wrote in the Tuesday brief, calling the activities offered by Kalshi and Robinhood “brazenly illegal.” Representatives for Kalshi and Robinhood did not immediately respond to requests for comment. The Indian Gaming Association, National Congress of American Indians, along with 16 federally recognized tribes, among other groups, collectively filed the brief in support of a case filed by the Ho-Chunk Nation, which is based in Wisconsin. Three other tribes in California have also sued Kalshi and Robinhood seeking to bar their operations. In addition to native tribes, a number of states, including Nevada, have made efforts to block Kalshi’s operations using cease-and-desist orders. Read More: Native American Tribes Fight Threat From Sports Betting Rivals Kalshi has argued that its federal oversight by the Commodity Futures Trading Commission supersedes state and tribal authority. Robinhood, a Kalshi partner, has previously stated that customers are gaining access to the markets in a “safe, compliant and regulated manner.” Despite mounting legal challenges, the momentum surrounding prediction markets is only accelerating. Polymarket , a Kalshi competitor, will supply Dow Jones with trading data under a new partnership, the latest in a string of deals between exchanges and media companies. Financial exchange companies are also getting into the business. I...
Key Points Investing in the artificial intelligence sector remains a great move to make in 2026. Three companies poised to deliver years of growth in the AI market are Nvidia, IBM, and Astera Labs. Nvidia spans the AI ecosystem, IBM is advancing in quantum computing, and Astera enables AI infrastructure. 10 stocks we like better than Astera Labs › A wealth of companies have experienced spectacular...
Key Points Investing in the artificial intelligence sector remains a great move to make in 2026. Three companies poised to deliver years of growth in the AI market are Nvidia, IBM, and Astera Labs. Nvidia spans the AI ecosystem, IBM is advancing in quantum computing, and Astera enables AI infrastructure. 10 stocks we like better than Astera Labs › A wealth of companies have experienced spectacular share price gains in recent years, thanks to the rise of artificial intelligence (AI). According to analysts at Bank of America, AI remains "the place to be" in 2026. Many businesses are touting AI these days, yet not all of them are going to see sustained success over time. That said, three companies well positioned to thrive over the long term are Nvidia(NASDAQ: NVDA), International Business Machines(NYSE: IBM), and Astera Labs(NASDAQ: ALAB). 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 » Each focuses on different aspects of the AI industry, offering portfolio diversification, and their strengths make them worthwhile investments for 2026. Here's a look into them to unpack why they are poised to benefit from the secular trend of artificial intelligence. Nvidia's many AI strengths Nvidia's central role in providing advanced semiconductor chips for AI is well known. Less talked about is its compute unified device architecture (CUDA) software platform, which has become a major contributor to the company's economic moat. CUDA allows customers to customize Nvidia's chips to their specific business needs, and the software has become the default programming standard for the AI industry. These factors contributed to Nvidia's spectacular 2025, as revenue for its fiscal year's first nine months through Oct. 26 totaled $147.8 billion, a substantial step up from $91.2 billion in the prior year. The company also set itself up to see more strong performance in 2026. Last year, it increasingly establ...
In this video, I will cover the recent updates regarding SoFi (NASDAQ: SOFI). Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Jan. 2, 2026. The video was published on Jan. 4, 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right n...
In this video, I will cover the recent updates regarding SoFi (NASDAQ: SOFI). Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Jan. 2, 2026. The video was published on Jan. 4, 2026. 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 » Should you buy stock in SoFi Technologies right now? Before you buy stock in SoFi Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and SoFi Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $488,653!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,148,034!* Now, it’s worth noting Stock Advisor’s total average return is 971% — a market-crushing outperformance compared to 196% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of January 7, 2026. Neil Rozenbaum has positions in SoFi Technologies. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
These companies possess distinct AI advantages that position them for years of sustained sales growth. A wealth of companies have experienced spectacular share price gains in recent years, thanks to the rise of artificial intelligence (AI). According to analysts at Bank of America, AI remains "the place to be" in 2026. Many businesses are touting AI these days, yet not all of them are going to see...
These companies possess distinct AI advantages that position them for years of sustained sales growth. A wealth of companies have experienced spectacular share price gains in recent years, thanks to the rise of artificial intelligence (AI). According to analysts at Bank of America, AI remains "the place to be" in 2026. Many businesses are touting AI these days, yet not all of them are going to see sustained success over time. That said, three companies well positioned to thrive over the long term are Nvidia (NVDA +1.37%), International Business Machines (IBM 1.04%), and Astera Labs (ALAB +1.99%). Each focuses on different aspects of the AI industry, offering portfolio diversification, and their strengths make them worthwhile investments for 2026. Here's a look into them to unpack why they are poised to benefit from the secular trend of artificial intelligence. Nvidia's many AI strengths Nvidia's central role in providing advanced semiconductor chips for AI is well known. Less talked about is its compute unified device architecture (CUDA) software platform, which has become a major contributor to the company's economic moat. CUDA allows customers to customize Nvidia's chips to their specific business needs, and the software has become the default programming standard for the AI industry. These factors contributed to Nvidia's spectacular 2025, as revenue for its fiscal year's first nine months through Oct. 26 totaled $147.8 billion, a substantial step up from $91.2 billion in the prior year. The company also set itself up to see more strong performance in 2026. Advertisement Last year, it increasingly established itself as a key player in the artificial intelligence ecosystem by signing a number of partnerships with major businesses across the AI sector. These include collaborations with Palantir Technologies, Uber Technologies, and Intel. For instance, Palantir is adopting the CUDA platform for its own AI efforts. Uber will use Nvidia's tech for self-driving cars to ...
Key Points Investing in the artificial intelligence sector remains a great move to make in 2026. Three companies poised to deliver years of growth in the AI market are Nvidia, IBM, and Astera Labs. Nvidia spans the AI ecosystem, IBM is advancing in quantum computing, and Astera enables AI infrastructure. 10 stocks we like better than Astera Labs › A wealth of companies have experienced spectacular...
Key Points Investing in the artificial intelligence sector remains a great move to make in 2026. Three companies poised to deliver years of growth in the AI market are Nvidia, IBM, and Astera Labs. Nvidia spans the AI ecosystem, IBM is advancing in quantum computing, and Astera enables AI infrastructure. 10 stocks we like better than Astera Labs › A wealth of companies have experienced spectacular share price gains in recent years, thanks to the rise of artificial intelligence (AI). According to analysts at Bank of America, AI remains "the place to be" in 2026. Many businesses are touting AI these days, yet not all of them are going to see sustained success over time. That said, three companies well positioned to thrive over the long term are Nvidia (NASDAQ: NVDA), International Business Machines (NYSE: IBM), and Astera Labs (NASDAQ: ALAB). 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 » Each focuses on different aspects of the AI industry, offering portfolio diversification, and their strengths make them worthwhile investments for 2026. Here's a look into them to unpack why they are poised to benefit from the secular trend of artificial intelligence. Nvidia's many AI strengths Nvidia's central role in providing advanced semiconductor chips for AI is well known. Less talked about is its compute unified device architecture (CUDA) software platform, which has become a major contributor to the company's economic moat. CUDA allows customers to customize Nvidia's chips to their specific business needs, and the software has become the default programming standard for the AI industry. These factors contributed to Nvidia's spectacular 2025, as revenue for its fiscal year's first nine months through Oct. 26 totaled $147.8 billion, a substantial step up from $91.2 billion in the prior year. The company also set itself up to see more strong performance in 2026. Last year, it increasingly est...
Alaska Air Group Inc. is ordering 110 Boeing Co. aircraft, laying the groundwork for a global network with the largest investment in new planes in the airline’s history. The Seattle-based airline said it is purchasing 105 narrowbody 737 Max 10 models and five 787-10 widebody aircraft, exercising all of its remaining options for the long-haul model. Alaska also secured purchase rights for an additi...
Alaska Air Group Inc. is ordering 110 Boeing Co. aircraft, laying the groundwork for a global network with the largest investment in new planes in the airline’s history. The Seattle-based airline said it is purchasing 105 narrowbody 737 Max 10 models and five 787-10 widebody aircraft, exercising all of its remaining options for the long-haul model. Alaska also secured purchase rights for an additional 35 of the 737 aircraft, extending deliveries through 2035. Bloomberg's George Ferguson joins to discuss with Paul Sweeney and Scarlet Fu. (Source: Bloomberg)
BroadcomAVGO is expanding its Wireless Device Connectivity solutions portfolio with the launch of its next-generation BCM4918 accelerated processing unit (APU) alongside two new dual-band Wi-Fi 8 devices, the BCM6714 and BCM6719. Broadcom’s unified Wi-Fi 8 platform combines higher throughput with built-in intelligence, which will enable operators to deliver secure, power-efficient, real-time agent...
BroadcomAVGO is expanding its Wireless Device Connectivity solutions portfolio with the launch of its next-generation BCM4918 accelerated processing unit (APU) alongside two new dual-band Wi-Fi 8 devices, the BCM6714 and BCM6719. Broadcom’s unified Wi-Fi 8 platform combines higher throughput with built-in intelligence, which will enable operators to deliver secure, power-efficient, real-time agentic applications for residential users. Building on its first-to-market BCM6718 Wi-Fi 8 chipset, AVGO’s new platform integrates compute acceleration, advanced networking and robust security to meet the demands of an increasingly AI-driven connected ecosystem. At the core of the platform is the BCM4918 Wi-Fi 8 APU, a highly integrated system-on-chip that unifies high-performance CPU computing, on-device AI/ML inference through the Broadcom Neural Engine, advanced wired and wireless networking offload, and end-to-end cryptographic acceleration. Complementing the APU are the BCM6714 and BCM6719 dual-band Wi-Fi 8 radios, which integrate 2.4 GHz and 5 GHz operation on a single chip. AVGO’s Wireless Device Connectivity business falls under the Semiconductor Solutions segment that accounted for 58% of fiscal 2025. The company’s semiconductor revenues are benefiting from strong demand for XPUs, which are a type of application-specific integrated circuit (ASIC) necessary to train Generative AI (Gen AI) models. XPU adoption accelerated in the reported quarter as enterprises continue to use these to train their large language models and monetize their platforms through inference APIs and applications. Alphabet and Meta Platforms are major users of these XPUs. AVGO’s expanding clientele, which now includes Anthropic, is driving growth. The company’s current order backlog for AI switches exceeds $10 billion as AVGO’s latest 102-terabit per second Tomahawk 6 switch continues to gain traction. AVGO now expects first-quarter fiscal 2026 AI revenues to double year over year to $8.2 billion. ...
Discord Inc. filed confidentially for an initial public offering, according to people familiar with the matter. The chat app company is working with Goldman Sachs Group and JPMorgan Chase on a listing, people familiar with the plans said. Bailey Lipschultz has more on "Bloomberg Markets." (Source: Bloomberg)
Discord Inc. filed confidentially for an initial public offering, according to people familiar with the matter. The chat app company is working with Goldman Sachs Group and JPMorgan Chase on a listing, people familiar with the plans said. Bailey Lipschultz has more on "Bloomberg Markets." (Source: Bloomberg)
This article first appeared on GuruFocus. Baidu (NASDAQ:BIDU) just scored a meaningful overseas win for its self-driving push, with its Apollo Go unit securing Dubai's very first permit for fully driverless testing on public roads. The green light means Apollo Go vehicles can operate without a human safety driver on designated routes, a key step toward launching commercial robotaxi services in the...
This article first appeared on GuruFocus. Baidu (NASDAQ:BIDU) just scored a meaningful overseas win for its self-driving push, with its Apollo Go unit securing Dubai's very first permit for fully driverless testing on public roads. The green light means Apollo Go vehicles can operate without a human safety driver on designated routes, a key step toward launching commercial robotaxi services in the emirate by early 2026. The permit was handed out by Dubai's Roads and Transport Authority during the opening of Apollo Go Park, Baidu's first autonomous driving hub outside China. The new facility covers about 2,000 square meters and brings road infrastructure, charging, maintenance and fleet control under one roof. It is built to support real-world testing and daily operations under a cooperation agreement signed in 2025. Local officials said the trials will focus on safety, reliability and the rider experience before any broader rollout.
It should be an aphorism from another era: “jaw-jaw is better than war-war.” The remark was reportedly made 70 years ago by a postwar prime minister , but increasingly seems to sum up the differences between the US and Europe nowadays. Even though Keir Starmer has said he “shed[s] no tears” for Nicolás Maduro, the prime minister described the smash-and-grab capture of the o usted Venezuelan presid...
It should be an aphorism from another era: “jaw-jaw is better than war-war.” The remark was reportedly made 70 years ago by a postwar prime minister , but increasingly seems to sum up the differences between the US and Europe nowadays. Even though Keir Starmer has said he “shed[s] no tears” for Nicolás Maduro, the prime minister described the smash-and-grab capture of the o usted Venezuelan president as “ complicated .” For this preference for “jaw-jaw,” the White House overnight called the UK “weak.” The prime minister should be celebrating progress for jaw-jaw foreign policy as European leaders gathered in Paris , after making substantial progress towards offering security guarantees to Ukraine. But the picture from last night of the European leaders joyously clasping hands with Volodymyr Zelenskiy was at odds with the anguished pleas being made almost simultaneously by Denmark’s prime minister for the US to back off Greenland. Today, speaking to Bloomberg TV exclusively , former French prime minister Dominique de Villepin said that any attack on Greenland would be a red line for Europe: “ And of course if Donald Trump goes forward, the status of the US will go from adversary or rival to the one of enemy.” He went on to say that would be “ a huge historical change.” Luckily, Greenland remains in the jaw-jaw category for now – certainly US Secretary of State Marco Rubio is talking up a commercial deal to buy Greenland not the kind of act of aggression that de Villepin is warning of. But the “Donroe Doctrine” era still remains a testing new phase in foreign policy for Starmer. Here’s Bloomberg Opinion ’s Marc Champion : “ The problem for Denmark’s Prime Minister Mette Frederiksen is the same as for Europe writ large: They have few cards to play in the world of might-makes-right that Trump is ushering in. They built their entire economic and security postures around the rules and alliance-based order that the US created for its friends after World War II. Now they’re...
Share "Turning Sovereignty into Action: A Practical Approach" on Twitter Share "Turning Sovereignty into Action: A Practical Approach" on Facebook Share "Turning Sovereignty into Action: A Practical Approach" on LinkedIn CCS Guest Blog Tests, Interoperability and Certification This article builds on the definitions and procurement levers set out in my previous blog post, Turning Sovereignty into A...
Share "Turning Sovereignty into Action: A Practical Approach" on Twitter Share "Turning Sovereignty into Action: A Practical Approach" on Facebook Share "Turning Sovereignty into Action: A Practical Approach" on LinkedIn CCS Guest Blog Tests, Interoperability and Certification This article builds on the definitions and procurement levers set out in my previous blog post, Turning Sovereignty into Action: Principles and Policy Levers. It sets out the pass-or-fail checks and pragmatic certification approach that translate principles into outcomes. Make Reversibility and Interoperability First-Class Tests The problems of switching costs and the risk of concentrating too heavily on one supplier are solvable with design and contract choices that can be tested. Can workloads and data be exported in standard formats with no material re-architecture? Does the customer control encryption keys? Is there a documented, time-bound exit at a reasonable cost? Do interfaces rely on widely used, open components? Is failover available within European borders? These requirements preserve neutrality, as they're just as accessible to a global provider willing to operate under European constraints as they're to a European provider. By elevating reversibility and interoperability from talking points to pass-or-fail tests, the EU can reduce the risk of lock-in without picking winners. Treat AI as a Worked Example, Not a Separate Silo AI makes sovereignty concrete. Because AI runs in the cloud, a sovereign cloud baseline should automatically confer sovereign AI guarantees, and no parallel scheme is required. Training, fine-tuning and inference all raise familiar questions about where data lives, who can access logs, how keys are managed, where failover runs and how exit works. The same sovereign tests should apply and be published, certifiable and usable in tenders. That's the cleanest way to avoid building a parallel policy for sovereign AI that duplicates effort. Put differently: if the fo...
Starmer urged to rethink business rate reforms to save pubs The PM said the government was in talks with the industry to see what "what further support and action we can take". At Prime Minister's Questions, Rachael Maskell, the Labour MP for York Central, called on Sir Keir to urgently review the proposals to help "avert a crisis" on the High Street. The pub industry is warning of widespread clos...
Starmer urged to rethink business rate reforms to save pubs The PM said the government was in talks with the industry to see what "what further support and action we can take". At Prime Minister's Questions, Rachael Maskell, the Labour MP for York Central, called on Sir Keir to urgently review the proposals to help "avert a crisis" on the High Street. The pub industry is warning of widespread closures when Covid-era business rate relief comes to an end in April. Labour MPs are calling on Sir Keir Starmer to rethink planned changes to business rates to protect pubs and other hospitality businesses. In her November Budget, Chancellor Rachel Reeves scaled back business rate discounts that have been in force since the pandemic from 75% to 40% - and announced that there would be no discount at all from April. The government has offered some relief by reducing the "multiplier" used to calculate business rates. But at the same time the Treasury has readjusted the rateable values of commercial property, meaning some businesses will be faced with bigger bills overall. At PMQs, Maskell said: "Having met with many independent business owners, they fear the cumulative impact of the rateable value revision and relief reductions. "In York, hospitality sees an average business rate rise of 41%, a music venue 44.4% and many independent shops increase around 27%. "It will mean doors closing and trade ceasing, they just can't do it. "So could the prime minister urgently review the business rate proposals, and will he ensure a minister or official attends my business rate summit at the end of January, as I want to avert a crisis on York's High Street." Sir Keir said talks were ongoing with the hospitality industry, without giving details about what measures were being discussed. The PM's spokesman also refused to give a "running commentary" and said the hospitality industry had been given a £4.3bn support package over three years in the Budget. But some Labour MPs have told the BBC th...
In recent months, Oracle has ramped up capital spending to build AI-focused data centers, signed multi-billion dollar cloud deals with partners such as OpenAI, Nvidia and Meta, and taken a leading role in TikTok’s U.S. operations to channel more AI workloads onto Oracle Cloud Infrastructure. This aggressive push has made Oracle a central test case for whether massive AI infrastructure commitments ...
In recent months, Oracle has ramped up capital spending to build AI-focused data centers, signed multi-billion dollar cloud deals with partners such as OpenAI, Nvidia and Meta, and taken a leading role in TikTok’s U.S. operations to channel more AI workloads onto Oracle Cloud Infrastructure. This aggressive push has made Oracle a central test case for whether massive AI infrastructure commitments and a very large contracted backlog can be converted into durable, profitable cloud revenue without straining its balance sheet. We’ll now examine how Oracle’s heavier AI infrastructure spending, and the debt and utilization questions it raises, reshape the company’s investment narrative. These . Discover why before your portfolio feels the trade war pinch. Advertisement Oracle Investment Narrative Recap If you own Oracle today, you broadly have to believe that its huge AI data center buildout and US$523 billion-plus cloud backlog can turn into sustainable, high-margin revenue without stressing an already leveraged balance sheet. The latest news around heavier AI capex and debt worries keeps the near term focused on one main catalyst: how quickly Oracle can fill new capacity with profitable AI workloads, while the biggest immediate risk is underutilized infrastructure sitting on its own books. Among the recent developments, Oracle’s decision to join the investor group leading TikTok’s U.S. operations stands out, as it is explicitly tied to routing more AI and data workloads onto Oracle Cloud Infrastructure. For shareholders watching how fast the massive RPO converts into cash, this potential TikTok-driven traffic sits alongside large OpenAI and Nvidia contracts as a key proof point that Oracle’s expanded AI infrastructure can attract diversified, recurring demand. Yet beneath the AI excitement, investors should be aware of Oracle’s reliance on a few large AI customers and what happens if... Oracle's narrative projects $99.5 billion revenue and $25.3 billion earnings by 2028...
Key Points Concerns about a bubble in AI stocks have some investors worried. Data centers provide the critical infrastructure needed for AI computing to occur. Investors should recognize that unprofitable companies carry a higher degree of risk. 10 stocks we like better than Applied Digital › Stand around the water cooler with some well-informed investors discussing artificial intelligence (AI) st...
Key Points Concerns about a bubble in AI stocks have some investors worried. Data centers provide the critical infrastructure needed for AI computing to occur. Investors should recognize that unprofitable companies carry a higher degree of risk. 10 stocks we like better than Applied Digital › Stand around the water cooler with some well-informed investors discussing artificial intelligence (AI) stocks, and you'll likely hear a variety of opinions regarding the possibility that an AI stock bubble has formed. However, the savviest of investors remain dauntless in their pursuit of AI exposure, recognizing that the future is bright for the industry. In fact, a recent survey conducted by The Motley Fool found that 59% of respondents believe a downturn in AI stocks is unlikely to significantly adversely affect their finances. 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 » And while there are a variety of stocks that they're keen on buying, shares of Applied Digital (NASDAQ: APLD), a developer of data centers that cater to AI computing workloads, have been in constant demand. The market's appetite for Applied Digital stock is apparent With investors' enthusiasm for AI surging recently, Applied Digital stock has benefited considerably. Shares have soared by more than 208% over the past year as of this writing. During the same time, the S&P 500 has logged a much more modest -- yet still impressive -- 16.9% gain. Expand the time frame a little more, and the performance of Applied Digital stock is even more impressive. Over the past three years, it has skyrocketed by 1,430%. Why are investors so eager to gobble up Applied Digital stock? While AI chatbots and other AI applications have become increasingly embedded in various aspects of our digital experiences, many users may not recognize just how much processing power these tools require. Their demands are substantial. That's where Applied ...
Oil declined on the prospect that Venezuelan crude will continue to flow, particularly to the US, while US forces seized two more sanctioned oil tankers as part of its energy quarantine of the country. Bloomberg's Mike McGlone joins to discuss with Paul Sweeney and Scarlet Fu. (Source: Bloomberg)
Oil declined on the prospect that Venezuelan crude will continue to flow, particularly to the US, while US forces seized two more sanctioned oil tankers as part of its energy quarantine of the country. Bloomberg's Mike McGlone joins to discuss with Paul Sweeney and Scarlet Fu. (Source: Bloomberg)