As Tesla Inc.’s (NASDAQ:TSLA) shares continue to soar, former fund manager George Noble says that its valuations are fundamentally disconnected from reality, even after considering its ambitious robotaxis and Optimus humanoid robots. Tesla Shares Significantly Overvalued Noble, who ran Fidelity’s Overseas Fund, outlined Tesla’s “sum of the parts valuation,” considering its various products and seg...
As Tesla Inc.’s (NASDAQ:TSLA) shares continue to soar, former fund manager George Noble says that its valuations are fundamentally disconnected from reality, even after considering its ambitious robotaxis and Optimus humanoid robots. Tesla Shares Significantly Overvalued Noble, who ran Fidelity’s Overseas Fund, outlined Tesla’s “sum of the parts valuation,” considering its various products and segments, before comparing each of them with the valuations of peers and competitors, on Sunday, in a post on X. Starting with robotics, Noble compared Tesla's Optimus project with established and emerging competitors. “Boston Dynamics is estimated to be worth $5B. Figure AI recently raised money at a valuation of $39B,” he said, while adding that “both are far ahead of $TSLA in the development of robots.” Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share GM-Backed EnergyX Is Solving the Lithium Supply Crisis — Invest Before They Scale Global Production Even when “generously imputing the Figure AI valuation to Optimus,” Noble said that would translate into $12 per share for Tesla. Moving on to the company’s robotaxis business, he pointed to the projected valuation for Alphabet Inc.’s (NASDAQ:GOOG) Waymo, which he said is “rumored to be going public at a $100B valuation,” adding that assigning a similar valuation to Tesla's robotaxis business would imply “a value of $30 per $TSLA share.” The company's core automotive business, he said, is already in decline, which, going by “comparables,” is worth $60 billion, or $18 per share, and finally, the energy business, according to Noble, would be worth an additional $20 per share. All in, Noble said the entire company adds up to just “a total valuation of $80 per $TSLA share,” which stands in stark contrast to its current $438.07 per share. Trending: 7 Million Gamers Already Trust Gameflip With Their Digital Assets — Now You Can Own a Stake in the Platform Before the Raise Ends 1/19 Wh...
As Tesla Inc.’s (NASDAQ:TSLA) shares continue to soar, former fund manager George Noble says that its valuations are fundamentally disconnected from reality, even after considering its ambitious robotaxis and Optimus humanoid robots. Tesla Shares Significantly Overvalued Noble, who ran Fidelity’s Overseas Fund, outlined Tesla’s “sum of the parts valuation,” considering its various products and seg...
As Tesla Inc.’s (NASDAQ:TSLA) shares continue to soar, former fund manager George Noble says that its valuations are fundamentally disconnected from reality, even after considering its ambitious robotaxis and Optimus humanoid robots. Tesla Shares Significantly Overvalued Noble, who ran Fidelity’s Overseas Fund, outlined Tesla’s “sum of the parts valuation,” considering its various products and segments, before comparing each of them with the valuations of peers and competitors, on Sunday, in a post on X. Starting with robotics, Noble compared Tesla's Optimus project with established and emerging competitors. “Boston Dynamics is estimated to be worth $5B. Figure AI recently raised money at a valuation of $39B,” he said, while adding that “both are far ahead of $TSLA in the development of robots.” Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share GM-Backed EnergyX Is Solving the Lithium Supply Crisis — Invest Before They Scale Global Production Even when “generously imputing the Figure AI valuation to Optimus,” Noble said that would translate into $12 per share for Tesla. Moving on to the company’s robotaxis business, he pointed to the projected valuation for Alphabet Inc.’s (NASDAQ:GOOG) Waymo, which he said is “rumored to be going public at a $100B valuation,” adding that assigning a similar valuation to Tesla's robotaxis business would imply “a value of $30 per $TSLA share.” The company's core automotive business, he said, is already in decline, which, going by “comparables,” is worth $60 billion, or $18 per share, and finally, the energy business, according to Noble, would be worth an additional $20 per share. All in, Noble said the entire company adds up to just “a total valuation of $80 per $TSLA share,” which stands in stark contrast to its current $438.07 per share. Trending: 7 Million Gamers Already Trust Gameflip With Their Digital Assets — Now You Can Own a Stake in the Platform Before the Raise Ends 1/19 Wh...
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Washington warns that enemy groups south of the border are terrorising nearby areas and causing trouble. Military actions would be taken to deal with the problem, including sending the US military into the territories of another sovereign country, which is being blamed for failing to control drug cartels. That does sound like Donald Trump, who has been accusing Mexico of failing to contain its dru...
Washington warns that enemy groups south of the border are terrorising nearby areas and causing trouble. Military actions would be taken to deal with the problem, including sending the US military into the territories of another sovereign country, which is being blamed for failing to control drug cartels. That does sound like Donald Trump, who has been accusing Mexico of failing to contain its drug cartels and threatening to send in US troops to take care of them. The US president repeated his threat after ordering the military to bomb Caracas and abduct Venezuelan President Nicolas Maduro and his wife in the middle of the night. However, I was thinking of another US president, James Monroe, of the famous Monroe Doctrine Advertisement More than two centuries ago, in 1817, the Monroe White House complained that Seminole people were terrorising the border areas north of Spanish Florida and sent in troops to crush them. Indigenous American “terror” was the trigger, but Florida was the prize. Two years later, Spain would cede Florida to the United States. Mexico’s independence from Spain was gained in phases throughout the 1810s, culminating in 1821. After its war with the US in the late 1840s, Mexico lost Texas, New Mexico and California. US history may not be repeating, but it’s at least rhyming today. Advertisement “We’re very friendly with [Mexican President Claudia Sheinbaum], she’s a good woman,” Trump told Fox News after the operation against Maduro. “But the cartels are running Mexico. She’s not running Mexico … she’s very frightened of the cartels … And I’ve asked her numerous times, ‘Would you like us to take out the cartels?’ … Something is gonna have to be done with Mexico.”
PITTSBURGH, Jan. 6, 2026 /PRNewswire/ -- Treehouse Software, Inc. is pleased to announce that Amazon Web Services (AWS) will be hosting a PartnerCast entitled, "Replicate Mainframe Data at Scale through Amazon MSK and AWS Lambda with Treehouse TDT" on January 28, 2026. This session will show how a large automobile manufacturer is using Treehouse Dataflow Toolkit (TDT) for auto-scalable and event-d...
PITTSBURGH, Jan. 6, 2026 /PRNewswire/ -- Treehouse Software, Inc. is pleased to announce that Amazon Web Services (AWS) will be hosting a PartnerCast entitled, "Replicate Mainframe Data at Scale through Amazon MSK and AWS Lambda with Treehouse TDT" on January 28, 2026. This session will show how a large automobile manufacturer is using Treehouse Dataflow Toolkit (TDT) for auto-scalable and event-driven bulk and CDC data transfers from their mainframe databases to Snowflake on AWS. Attendees will learn how TDT is much more than a mere "connector" – it rapidly and automatically prepares landing tables, views, and additional proprietary staging infrastructure for Snowflake. Treehouse Dataflow Toolkit (TDT) is a serverless Lambda-based application that automatically creates all target resources required for data transfer to targets on AWS. At Treehouse Software, we have always supported maintaining the coexistence of legacy systems and newer technologies. This PartnerCast will show how customers benefit from the Treehouse commitment to the idea of "Stay and go... at the same time!". Our time-tested solutions allow bulk and CDC transfers of mainframe data into Analytics/AI/ML-friendly targets on AWS without disrupting critical work on the legacy system. The Treehouse Cloud team will also give a live demonstration of TDT in action, followed by the opportunity for the audience to ask questions and schedule a discussion about their projects. This AWS Partner Cast is a one-hour public session and everyone is invited to register here. "As an AWS partner, the entire Treehouse Software team is thrilled to have AWS host this PartnerCast, which will display our TDT serverless and fully automated data transfer solution. We look forward to follow-up discussions with customers on their desire for the fastest and easiest path to massive data flow to Snowflake, Redshift… and beyond!" said Joseph Brady, Director of Business Development for Treehouse Software, Inc. About Treehouse Softw...
Traders in Treasury options are boosting bets that US 10-year yields will bust out of their recent range and tumble below 4% in the coming weeks to levels last seen in November. The bullish tilt in options has been building since the end of December, amid a stretch of limbo as investors awaited the release, starting this week, of key economic statistics unaffected by the government shutdown. The b...
Traders in Treasury options are boosting bets that US 10-year yields will bust out of their recent range and tumble below 4% in the coming weeks to levels last seen in November. The bullish tilt in options has been building since the end of December, amid a stretch of limbo as investors awaited the release, starting this week, of key economic statistics unaffected by the government shutdown. The benchmark 10-year rate has meandered within a span of roughly 0.1 percentage point over the past month. Positioning data released Tuesday showed further buying in March 10-year options targeting a bond rally. Flows this week have featured one large buyer of contracts anticipating a drop in yields to around 3.95%, from a bit below 4.2% now. The options expire Feb. 20, meaning they include the Federal Reserve’s next policy announcement on Jan. 28. Traders expect the central bank will likely pause after cutting interest rates three straight times to counter signs of a cooling jobs market. The positions in 10-year options could move closer to being in the money by the end of this week, with an array of labor-market releases ahead, culminating in Friday’s government employment figures for December. Job gains probably remained modest last month, economists expect . Buying of protection against gains in 10-year notes continued Tuesday , with heavy flow seen in February 10-year calls that expire Jan. 23. Meanwhile, in the cash market, sentiment has taken a bearish turn, according to JPMorgan Chase & Co.’s weekly survey of Treasury clients. The poll showed a large shift into short positions, which could bolster short-covering demand and potentially send yields lower, should the data ahead add to worries around growth. Here’s a rundown of the latest positioning indicators across the rates market: JPMorgan Survey For the week ending Jan. 5, JPMorgan client long positions dropped 11 percentage points, while shorts rose 6 percentage points. As a result, the all-client survey shows the sm...
The S&P 500 has hit record highs in 2025. One valuation metric suggest there might be some trouble ahead. Well, folks, it happened again. For the third consecutive year, the S&P 500 has closed with a double-digit gain. In 2023, it ended the year 24.23% higher (26.06% with dividends reinvested). In 2024, the annual gain was 23.31% (24.88% with dividends reinvested). And last year it gained about 16...
The S&P 500 has hit record highs in 2025. One valuation metric suggest there might be some trouble ahead. Well, folks, it happened again. For the third consecutive year, the S&P 500 has closed with a double-digit gain. In 2023, it ended the year 24.23% higher (26.06% with dividends reinvested). In 2024, the annual gain was 23.31% (24.88% with dividends reinvested). And last year it gained about 16.4% (or about 18% with dividends reinvested). Expand SNPINDEX : ^GSPC S&P 500 Index Today's Change ( 0.62 %) $ 42.77 Current Price $ 6944.82 Key Data Points Day's Range $ 6904.02 - $ 6948.69 52wk Range $ 4835.04 - $ 6948.69 Volume 3.3B If you had invested $10,000 in an S&P 500 index fund three years ago, your investment would be worth about $18,600 today, which is anything but mediocre. The market's strong run, driven by solid corporate earnings and the continued advancement of artificial intelligence (AI), could reasonably continue in 2026. And yet investors can't risk exhibiting irrational exuberance today. The market is doing something it's only done once in the last 150 years. And the last time it happened, it was followed by one of the worst market crashes in history. Advertisement A warning sign from a handy metric The crash I'm referring to is the dot-com bust of March 2000. And the "once-in-a-150-years" warning sign is a record-high value in a gauge called the CAPE ratio, which hit an extreme of about about 44 just before the market crashed. The CAPE (cyclically adjusted price-to-earnings) ratio measures how expensive the stock market is relative to how much companies are earning. The heuristic works as a reality check: When CAPE is high, stocks are richly priced and future returns have been historically lower. When CAPE is low, stocks tend to be cheaper. In 2025, the CAPE hit its second highest level (about 40) since records began in 1871. The only other time it entered that territory was 1999, just ahead the dot-com crash. Now, don't get me wrong. A high CAPE in 2...
AMD says “stay tuned” when asked about the Ryzen 9 9950X3D2 at CES AMD’s Ryzen 9 9950X3D2 is MIA at CES 2026 At CES 2026, AMD unveiled its Ryzen 7 9850X3D gaming CPU. If you’ve been keeping up with the PC hardware rumour mill, you will know that AMD is reportedly working on two Ryzen 9000 X3D CPUs, the Ryzen 7 9850X3D and the Ryzen 9 9950X3D2. This leads us to a simple question: where is the 9950X...
AMD says “stay tuned” when asked about the Ryzen 9 9950X3D2 at CES AMD’s Ryzen 9 9950X3D2 is MIA at CES 2026 At CES 2026, AMD unveiled its Ryzen 7 9850X3D gaming CPU. If you’ve been keeping up with the PC hardware rumour mill, you will know that AMD is reportedly working on two Ryzen 9000 X3D CPUs, the Ryzen 7 9850X3D and the Ryzen 9 9950X3D2. This leads us to a simple question: where is the 9950X3D2? Computerbase.de visited AMD at CES 2026 and reported that an AMD representative told them to “stay tuned” when asked about the X3D2 CPU. No denial, no “we can’t comment on future products”, just “stay tuned”. They also confirmed that AMD’s Ryzen AI 400 series CPUs would be coming to AM5 in “early Q2”. AMD’s rumoured Ryzen 9 9950X3D2 features two X3D enhanced CCDs, giving the CPU 192MB of total L3 cache. Today’s Ryzen 9 9950X3D CPUs feature a single CCD with L3 V-Cache, providing 96MB of L3 Cache on one CCD and 32MB on the other. The Ryzen 9 9950X3D2 CPU reportedly features the same higher-clocked CCDs as AMD’s Ryzen 7 9850X3D. This change could make the Ryzen 9 9950X3D the fastest AM5 CPU available for all workloads. (Computerbase on Twitter/X) Last month, a benchmark leaked for AMD’s 9950X3D2 CPU. This leak came a month after early Ryzen 7 9850X3D benchmark results leaked. This implies that AMD never planned to unveil its 9950X3D2 concurrently with the 9850X3D. It could also mean that AMD plans to unveil its 9950X3D2 CPU in Q2 2026. You can join the discussion AMD’s rumoured Ryzen 9 9950X3D2 CPU on the OC3D Forums.
At CES 2026 in Las Vegas this week, microprocessor maker AMD announced its Ryzen AI 400 Series processors for PCs, offering improved performance over the Ryzen AI 300 Series and up to 60 TOPS of on-device NPU processing power. “The PC is being redefined by AI, and AMD is leading that transformation,” AMD senior vice president Jack Huynh says. “Across consumer, commercial, and enthusiast systems, w...
At CES 2026 in Las Vegas this week, microprocessor maker AMD announced its Ryzen AI 400 Series processors for PCs, offering improved performance over the Ryzen AI 300 Series and up to 60 TOPS of on-device NPU processing power. “The PC is being redefined by AI, and AMD is leading that transformation,” AMD senior vice president Jack Huynh says. “Across consumer, commercial, and enthusiast systems, we’re delivering platforms that bring high-performance computing, leadership AI, immersive graphics, and a growing software ecosystem that empowers developers and creators, so intelligence is built in, performance and efficiency scale seamlessly, and innovation extends to every form factor. Our full-stack approach is coming to life, enabling smarter, faster, and more immersive experiences for users, today and tomorrow.” The Ryzen AI 400 Series includes new Ryzen AI 400 and PRO 400 Series processors for Copilot+ PCs, new Ryzen AI Max+ variants with even better AI and graphics performance for premium ultra-thin and light notebooks and small form-factor desktops, and the new Ryzen 7 9850X3D, which AMD says is the fastest-ever gaming processor. PCs powered by each will begin appearing in the market in Q1 2026. From what I can tell, this is a relatively minor refresh, but AMD was already so far ahead of Intel, that’s understandable. AMD also announced the Ryzen AI Halo mini PC for developers. It utilizes the Ryzen AI Max+ Series processors, up to 128 GB of unified memory, up to 60 TFLOPS of AMD RDNA 3.5 graphics performance, and support for both Windows and Linux. It will launch in the second quarter of 2026 with pricing TBD.
Cristiano Amon, Qualcomm President & CEO speaks with Caroline Hyde from CES in Las Vegas about the future for Qualcomm in the AI era. He shares his thoughts on robotics and autonomous driving cars.
Cristiano Amon, Qualcomm President & CEO speaks with Caroline Hyde from CES in Las Vegas about the future for Qualcomm in the AI era. He shares his thoughts on robotics and autonomous driving cars.
The first three trading days of January have been positive for the S & P 500 , and that could be a sign there's more to come the rest of the month. According to data from Citadel Securities, January is historically the strongest period for new capital to be deployed into stocks. In fact, January typically has the highest average monthly equity mutual fund purchases as a percentage of assets under ...
The first three trading days of January have been positive for the S & P 500 , and that could be a sign there's more to come the rest of the month. According to data from Citadel Securities, January is historically the strongest period for new capital to be deployed into stocks. In fact, January typically has the highest average monthly equity mutual fund purchases as a percentage of assets under management, dating back to 1984. Not only that, since 1928, the S & P 500 has been positive in January 62% of time. Additionally, the Nasdaq- 100 has been up 70% of the time going back to 1985. "January marks the year's most active allocation window of the year," Scott Rubner, Citadel's head of equity and equity derivatives strategy, wrote in a note. "As markets reopen after the holiday pause, capital tied to retirement contributions (401k, 529), year-end bonuses, and discretionary [private wealth management] mandates moves quickly from cash into passive risk assets." This so-called January effect — in which markets rise amid an influx of cash and after tax-loss selling at the end of the prior year stops — could be a contributing factor as to why the broader market has recorded solid gains in the first three trading days of the January even as the U.S. has attacked Venezuela and captured its leader, Nicolas Maduro. The S & P 500 hit a fresh all-time intraday high on Tuesday, while the Dow Jones Industrial Average closed above 49,000 for the first time ever. The Dow has gained about 3% in the early going this month, while the broad market S & P 500 and the Nasdaq Composite are both up more than 1%. .SPX mountain 2026-01-01 S & P 500 performance since the start of January Volatility has been low as well. The CBOE Volatility Index currently sits just above 14.5 after dipping below 14 in the lead-up to the Christmas holiday. Rubner also noted that the S & P 500's one-month at-the-money implied volatility hit a one-year low on Dec. 26. Individual investors' enthusiasm for stocks...
Key Points The pool specialist's dividend yield currently sits at 2.1%. With a conservative payout ratio, there's plenty of room for Pool Corp.'s dividend to continue growing. Sales and earnings trends improved across 2025. 10 stocks we like better than Pool › For investors looking for a steadily growing dividend with meaningful long-term growth potential, Pool Corporation (NASDAQ: POOL) is a grea...
Key Points The pool specialist's dividend yield currently sits at 2.1%. With a conservative payout ratio, there's plenty of room for Pool Corp.'s dividend to continue growing. Sales and earnings trends improved across 2025. 10 stocks we like better than Pool › For investors looking for a steadily growing dividend with meaningful long-term growth potential, Pool Corporation (NASDAQ: POOL) is a great option. Sure, it is a cyclical company -- and the cycle it faces now may not be exciting for investors. But it generates recurring sales from Pool maintenance products (something needed in any market environment); and its strong cash flow has historically supported both dividend growth and share repurchases, even through periods of softer sales growth. And eventually this cyclical company will likely go through a period in which sales growth picks back up significantly. Further, Pool Corp. has a low payout ratio, leaving plenty of room for dividend growth over the long haul. And more recently, there are signs that business trends are finally improving after a prolonged lull. 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 » Improving business trends In a slow-moving housing market with high interest rates, pool sales haven't fared well. Intuitively, this makes sense. Pool construction and remodels are often financed purchases. Additionally, lower turnover of home sales means fewer consumers are considering the types of projects often associated with moving into a new home, such as pool construction and pool remodeling. To show you a glimpse of the pressure Pool Corp.'s business has faced, just look at its full-year 2024 results. Sales in the period declined 4% year over year to about $5.3 billion. But trends are improving at Pool Corp. After reporting a 4% year-over-year decline in revenue for the first quarter of 2025, net sales returned to growth in Q2...
Available for over a year Today, Adam and Chris discuss the latest agreement between the Coalition of the Willing and the US to provide security guarantees for Ukraine as part of ongoing efforts to secure a ceasefire with Russia. The talks in Paris saw the UK and France agree to put troops on the ground "in the event of a peace deal". Plus we look at why President Trump has his sights set on Green...
Available for over a year Today, Adam and Chris discuss the latest agreement between the Coalition of the Willing and the US to provide security guarantees for Ukraine as part of ongoing efforts to secure a ceasefire with Russia. The talks in Paris saw the UK and France agree to put troops on the ground "in the event of a peace deal". Plus we look at why President Trump has his sights set on Greenland and whether he really might annex the island. Adam is joined by the Economist’s defence editor Shashank Joshi and Dr Gabriella Gricius, senior fellow at the Arctic Institute to discuss the strategic importance of Greenland to security in the Arctic. You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscord Get in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480. New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenter was Adam Fleming. It was made by Anna Harris with Shiler Mahmoudi. The social producers were Joe Wilkinson and Beth Pritchard. The technical producer was Ben Andrews. The assistant editor is Chris Gray. The senior news editor is Sam Bonham. Programme Website
is features writer with five years of experience covering the companies that shape technology and the people who use their tools. Just a day after publishing a 40-minute video alleging fraud at Minnesota daycare centers, Nick Shirley had the vice president’s attention. In Shirley’s video, he and another man identified only as “David” roam Minneapolis with cameras and microphones, demanding entranc...
is features writer with five years of experience covering the companies that shape technology and the people who use their tools. Just a day after publishing a 40-minute video alleging fraud at Minnesota daycare centers, Nick Shirley had the vice president’s attention. In Shirley’s video, he and another man identified only as “David” roam Minneapolis with cameras and microphones, demanding entrance to daycare centers they say are operated by members of the local Somali community. With scant evidence, Shirley accuses the centers of sweeping fraud, tying it to previous federal fraud cases pursued by Joe Biden’s administration in Minnesota. The men knock on doors, argue with workers who refuse them entry, and conduct man-on-the-street-style interviews, asking people if they’ve ever seen children at the centers. The fraud Shirley claims he’s found remains elusive. Following his video, state officials visited nine businesses featured and found they were “operating as expected,” with children present at eight and one center that wasn’t yet open. State officials told reporters that previous investigations into some of the centers did not uncover evidence of fraud; four investigations are ongoing, they said. Officials also said that one of the childcare centers Shirley visited had been closed since 2022. None of this stopped the video from going viral, however, or catching the eye of President Donald Trump’s administration. “This dude has done far more useful journalism than any of the winners of the 2024 [Pulitzer Prizes],” JD Vance said on X of Shirley, a 23-year-old right-wing content creator who fashions himself as a citizen journalist. Shirley’s post on X has 138 million “views” — the number of times a post was shown to X users — and more than 3 million views on YouTube. A few days after Shirley posted the video, federal agencies had launched a childcare fraud tipline, promising to prosecute violators “to the FULLEST extent of the law.” There has never been a better ti...
00:00 Speaker A Some big tech names getting left behind in the market rally today, including Nvidia and AMD. It's coming after the chip giants laid out their AI road maps at CES on Monday. So, what does this tell us about the outlook for the AI trade? Joining me now, we've got David Stubbs, AlphaCore Wealth Advisory, Chief Investment strategist. David, great to see you. Let's start on that AI them...
00:00 Speaker A Some big tech names getting left behind in the market rally today, including Nvidia and AMD. It's coming after the chip giants laid out their AI road maps at CES on Monday. So, what does this tell us about the outlook for the AI trade? Joining me now, we've got David Stubbs, AlphaCore Wealth Advisory, Chief Investment strategist. David, great to see you. Let's start on that AI theme, David because you you seem to suggest here, you think this AI boom can continue. Why why do you say that, David? What gives you the 00:29 Speaker A confidence, especially David, some well-known strategists have been telling their clients I know, hey, they think some some AI fatigue seems to be setting in here. 00:43 David Stubbs Well, great to be with you. I think it's AI evolution rather than fatigue. I think there's two, you know, kind of pathways to a further boom. One is the continued build out of the CAPEX cycle. Look at the tightness that still exists in data center markets. Look at the tightness that still exists in energy markets. So, AI direct CAPEX and related CAPEX, we still think is going to be a significant driver to the economy and markets, really for the next two or three years. 01:12 David Stubbs Then of course is the evolution point is the market rewarding firms which deploy AI and drive margins uh you're through it. And there's many, many firms that can do that in the next few years. And you see, for example, the strength of financials recently and I think that that's a site that's a sector where they have a lot of proprietary data and a lot of uh regular processes on the back end that can be automated. 01:38 David Stubbs And so there's all types of uh of ways for the AI boom I think to evolve from here and continue to be the marquee driver of the economy and markets really for the rest of this decade. 01:46 Speaker A And so let me ask you, David, if I'm a viewer and I'm following along in this AI evolution, how am I picking my spots here? How am I disc...
Sometime around Christmas, Sarah Burzio noticed that the holiday sales bump for her stationery business included some mysterious new customers: a flurry of orders from anonymous email addresses associated with Amazon.com Inc. Burzio, who doesn’t sell her products on the retail giant’s site, soon discovered that Amazon had duplicated her product listings and made purchases on behalf of Amazon custo...
Sometime around Christmas, Sarah Burzio noticed that the holiday sales bump for her stationery business included some mysterious new customers: a flurry of orders from anonymous email addresses associated with Amazon.com Inc. Burzio, who doesn’t sell her products on the retail giant’s site, soon discovered that Amazon had duplicated her product listings and made purchases on behalf of Amazon customers under email addresses that read like gibberish followed by buyforme.amazon. “I didn’t worry about, it to be honest,” she said. “We were getting customers.” Then people started complaining. Amazon’s listings, automatically generated by an experimental artificial intelligence tool, didn’t always correspond to the correct product in Burzio’s inventory. In one case, a shopper who thought they were receiving a softball-sized stress ball, which Burzio’s Hitchcock Paper Co. doesn’t sell, received the smaller version of the product that her northern Virginia store does carry. “People ordering these Christmas gifts and holiday gifts were getting the wrong items and demanding refunds,” Burzio said in an interview. “We had to explain that it’s Amazon that’s doing this, not us, the mom and pop. We fulfilled the order exactly how it came to us.” Between the Christmas and New Year holidays, small shop owners and artisans who had found their products listed on Amazon took to social media to compare notes and warn their peers. Angie Chua of Bobo Design Studio in California posted videos on Instagram documenting her experience. In interviews, six small shop owners said they found themselves unwittingly selling their products on Amazon’s digital marketplace. Some, especially those who deliberately avoided Amazon, said they should have been asked for their consent. Others said it was ironic that Amazon was scouring the web for products with AI tools despite suing Perplexity AI Inc. for using similar technology to buy products on Amazon. Perplexity has denied wrongdoing and called Amazon ...
TLDR Broadcom stock traded near $344 as it unveiled a unified Wi-Fi 8 platform. The platform centers on the new BCM4918 Wi-Fi 8 accelerated processing unit. Two new dual-band Wi-Fi 8 radios expand performance and integration. Edge AI enables real-time optimization, security, and power efficiency. AVGO has delivered strong long-term returns despite short-term volatility. 💥 Find the Next KnockoutSto...
TLDR Broadcom stock traded near $344 as it unveiled a unified Wi-Fi 8 platform. The platform centers on the new BCM4918 Wi-Fi 8 accelerated processing unit. Two new dual-band Wi-Fi 8 radios expand performance and integration. Edge AI enables real-time optimization, security, and power efficiency. AVGO has delivered strong long-term returns despite short-term volatility. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Broadcom Inc. (AVGO) stock traded at $344.14 during the latest session, up 0.21%, as the semiconductor giant announced a major expansion of its wireless portfolio with the launch of a unified Wi-Fi 8 platform. Broadcom Inc., AVGO The new solution is designed to deliver seamless, secure, and intelligent connectivity for AI-driven experiences in residential environments, reinforcing Broadcom’s leadership in next-generation networking silicon. The announcement builds on Broadcom’s long history of Wi-Fi innovation and targets growing demand for faster, smarter, and more reliable home networks as artificial intelligence workloads move closer to the edge. Broadcom Unveils Next-Generation Wi-Fi 8 Architecture At the core of the new platform is the BCM4918 accelerated processing unit, a next-generation system-on-chip designed to unify high-performance computing, advanced networking, and AI acceleration in a single silicon solution. Broadcom said the BCM4918 combines CPU flexibility, intelligent networking via the Broadcom Network Engine, efficient packet acceleration, and dedicated cryptographic engines. This integration creates a secure, AI-ready Wi-Fi 8 platform capable of supporting real-time agentic applications in the home. The architecture is designed to deliver high throughput, low latency, and intelligent traffic optimization while maintaining strong security and improved power efficiency. By tightly integrating compute and con...
00:00 Josh CES is in full swing with NVIDIA CEO Jensen Huang's keynote kicking off an eventful week. Big themes are already coming into focus from how quickly AI is moving into consumer hardware to what tech leaders are saying about spending, innovation and the year ahead. Join me now from the event in Las Vegas, got Yahoo Finance Tech Editor, Dan Howley. Dan? 00:23 Dan Howley That's right Josh, I...
00:00 Josh CES is in full swing with NVIDIA CEO Jensen Huang's keynote kicking off an eventful week. Big themes are already coming into focus from how quickly AI is moving into consumer hardware to what tech leaders are saying about spending, innovation and the year ahead. Join me now from the event in Las Vegas, got Yahoo Finance Tech Editor, Dan Howley. Dan? 00:23 Dan Howley That's right Josh, I'm actually here at NVIDIA's space at the Fountain Blue Hotel uh in Las Vegas and right behind me are the company's new server racks. We have the Vera Rubin uh as well as the prior generation, that's the Blackwell Ultra server rack. So, I mean they're everything here that they announced is on display and you know, NVIDIA kind of sucked all the air out of the room last year at CES, basically just dominating the conversation. Seemingly doing it again here, although they do have some challenges. We also saw uh AMD's Lisa Su take the stage to keynote CES's first big day. She announced the company's latest Helios rack scale system. That's the first system that's meant to go head-to-head with NVIDIA's big boys back here. Uh the first from AMD. They also gave more details on the company's next generation GPU for data centers. That's that MI 500 series. So, a little more kind of razzle-dazzle from from AMD. We also saw Intel, uh basically saying that they're about to launch their next generation Panther Lake chip they call the Core Ultra Series 3, which I got to see in person with some basic demos, things along those lines. I really do feel as though it's going to be a big deal for Intel when it launches just because of the sheer capability that has to offer, but we'll have to see how that really looks for PCs and then what that means for for sales going forward. It's all part of that turnaround effort. But, you know, a lot of larger themes here. Uh AI obviously the discussion we're here at NVIDIA, AMD AI, Intel AI. Basically everywhere you look AI is just kind of plastered on ever...