OpenAI is rolling out an early version of an artificial intelligence model meant to speed up drug discoveries, joining a field of growing interest for tech companies eager to prove AI can pave the way for more scientific breakthroughs. The ChatGPT maker said Thursday that the model, GPT-Rosalind, is intended for life sciences research, such as helping glean insights from large volumes of data and ...
OpenAI is rolling out an early version of an artificial intelligence model meant to speed up drug discoveries, joining a field of growing interest for tech companies eager to prove AI can pave the way for more scientific breakthroughs. The ChatGPT maker said Thursday that the model, GPT-Rosalind, is intended for life sciences research, such as helping glean insights from large volumes of data and turning scientific studies into health-care applications for patients. The model will be available initially as a research preview to some of the company’s business customers, OpenAI said. The initial users include drugmaker Amgen Inc. , vaccine maker Moderna Inc. and the Allen Institute, a bioscience research nonprofit. OpenAI, Anthropic PBC and Alphabet Inc.’s Google have increasingly focused on scientific and health-care applications for AI, ranging from using the technology to help guide research on new drugs to having it review personal medical data . In 2024, two Google DeepMind scientists shared the Nobel Prize in chemistry for AlphaFold, an AI system that predicts protein structures. The technology is generally seen as nascent but promising, and some drugs discovered with the help of AI have been involved in early clinical trials . Joy Jiao, who leads OpenAI’s life science research, said the company hopes the model can act as a research partner for businesses using it, particularly for biology work that is increasingly reliant on computers. Though OpenAI doesn’t yet believe AI can be used on its own to come up with new treatments for diseases, “we do think there’s a real opportunity to help researchers move faster through some of the most complex and time-intensive parts of the scientific process,” she said in a briefing with reporters. OpenAI and rival Anthropic have been racing to develop more advanced AI models that can take on a wider range of tasks, including coding, science and cybersecurity, with the hope of convincing more businesses the technology will save...
Whether investors are fending off choppy markets or grappling with fears of stagflation, stocks that offer attractive but sustainable yields can help protect their portfolios, Bank of America found. The S & P 500 touched a new all-time high on Thursday after President Donald Trump announced that Israel and Lebanon have agreed to a10-day ceasefire . Oil was still positive on the day, with Brent cru...
Whether investors are fending off choppy markets or grappling with fears of stagflation, stocks that offer attractive but sustainable yields can help protect their portfolios, Bank of America found. The S & P 500 touched a new all-time high on Thursday after President Donald Trump announced that Israel and Lebanon have agreed to a10-day ceasefire . Oil was still positive on the day, with Brent crude futures up more than 4% and ahead more than 37% since the start of the U.S.-Israel war with Iran in late February. "The war with Iran poses risk of a stagflation shock," wrote Bank of America's head of U.S. equity strategy and U.S. quantitative strategy Savita Subramanian in a Thursday report. "Our analysis of factor performance during periods of below-trend growth and above trend inflation since 1987 indicates that Quality and Cash Deployment groups fared best." "If we are returning to a total return world in which the contribution of dividends to total market returns could be higher than during the zero interest rates period, we advise investors to seek out companies with above-market but not stretched dividend yields," she added. With the S & P 500 offering a meager dividend yield of about 1.1%, "above-market" dividend yields are a more achievable bogey. To that end, Bank of America screened the Russell 1000, searching for names in the second quintile for trailing dividend yield. Companies in this cohort are less likely to be distressed compared to their peers in the first quintile – that is, firms offering the highest dividend yield. Companies with the highest dividend yields can prove riskier for investors. First, those high yields may mean that the stock price is on a sharp, downward trajectory. Second, the companies with the highest dividend yield may be more inclined to chop their payments if they are under financial pressure. Here are a few stocks that turned up in Bank of America's screen. PepsiCo is a dividend aristocrat, having announced a 4% dividend hike in...
Welcome back to Soundbite. It’s that time again – Edison Research is putting out its quarterly top podcast ranker, and despite speculation online that Ben Shapiro has lost relevancy in the great MAGA podcast schism, Edison’s work suggests he’s back toward the top. We’ll dig in. If you appreciate this kind of work, please support it and subscribe . Reach me through email . Up first, here’s what I’m...
Welcome back to Soundbite. It’s that time again – Edison Research is putting out its quarterly top podcast ranker, and despite speculation online that Ben Shapiro has lost relevancy in the great MAGA podcast schism, Edison’s work suggests he’s back toward the top. We’ll dig in. If you appreciate this kind of work, please support it and subscribe . Reach me through email . Up first, here’s what I’m reading and writing this week. Live Nation Entertainment Inc. is a monopoly , according to the New York jury that ruled on the major antitrust trial on Wednesday. My colleagues at the court house talked to the jurors. The evidence that partially swayed them? They didn’t like the tone of the emails sent by Live Nation executives. Now it’s up to the judge to determine whether the company can keep Ticketmaster or what other remedies must be followed. Wired claims the Geese is a “psyop” because the band (or its label) hired a marketing firm to flood the internet with clips on various unmarked-but-company-owned TikTok accounts hyping their music. People have proceeded to freak out about whether this is beyond the pale or just the reality of marketing these days. Personally, I think there is plenty of content that’s significantly worse for society already being astroturfed and clipped ad infinitum, which people should be way more worried about. Plus, I don’t think this music would have taken off in the way that it did, regardless of the clipping, if it wasn’t good The Daily Wire fights for its life (and attention) Only a year ago, the conservative podcast world was jubilant. Commentators ranging from pundits like Megyn Kelly to comedians like Joe Rogan had endorsed President Donald Trump, and he’d won the White House. On top of that, the election was partially chalked up to their podcast efforts. The world was theirs . “I feel euphoric and also kind of crazy,” Kelly wrote on a blog post describing her time in Washington for the inauguration. Today, things are less harmonious amo...
Sundry Photography/iStock Editorial via Getty Images A new earnings season has arrived. If ASML’s earnings is any guide, be prepared to hear another quarter of “demand is outstripping supply” from all the players in the semi value chain. ASML’s ( ASML ) CEO, Christophe Fouquet, started his prepared remarks with the following, which set the tone: “…for the foreseeable future, demand will continue t...
Sundry Photography/iStock Editorial via Getty Images A new earnings season has arrived. If ASML’s earnings is any guide, be prepared to hear another quarter of “demand is outstripping supply” from all the players in the semi value chain. ASML’s ( ASML ) CEO, Christophe Fouquet, started his prepared remarks with the following, which set the tone: “…for the foreseeable future, demand will continue to outpace supply. This creates constraints across end markets from AI to mobile and PCs, which is driving our customers to aggressively add capacity.” The last question on the call was about whether ASML may become the bottleneck for supply to get closer to demand. Fouquet does not think that is the case: I know the question of bottleneck comes back very often. I think we don’t feel at all that we are the bottleneck today. We’re very closely working with our customer. And again, we have many, many, many tools in our hands to make sure we keep it this way. During the call, ASML management explained how much they are expanding capacity to meet the growing demand (emphasis mine): last year, we had 44 tools. If you are just looking at 80 tools, we say at least 80, but if you just look at 80 tools, those 80 tools give you double the wafer per hour capacity that we would have shipped in 2025. And on top of that, we’re helping customers upgrade their installed base… we’re really working hand in glove with the customers to look at what is your capacity need, what’s the easiest way and also the most economical way for you to get to the productivity that you need. And we’re executing on all fronts on availability, on productivity, on unit numbers, capacity and then upgrading the installed base. I find it quite remarkable how quickly ASML was able to expand the capacity despite having a maze-like supply chain. For context, ASML had 5,150 suppliers in 2024; therefore, ramping up capacity means ASML needs most of these suppliers to also step up their game simultaneously to meet ASML’s w...
If you’re struggling to get a full night of rest, a good pair of sleep earbuds can help you tune out unwanted distractions. The Ozlo Sleepbuds are one such option, and they’re currently available for $249 ($100 off) in the run-up to Mother’s Day at Amazon and Ozlo’s online storefront , which is easily the lowest price we’ve seen. Ozlo Sleepbuds Where to Buy: $349 $249 at Amazon $349 $249 at Ozlo $...
If you’re struggling to get a full night of rest, a good pair of sleep earbuds can help you tune out unwanted distractions. The Ozlo Sleepbuds are one such option, and they’re currently available for $249 ($100 off) in the run-up to Mother’s Day at Amazon and Ozlo’s online storefront , which is easily the lowest price we’ve seen. Ozlo Sleepbuds Where to Buy: $349 $249 at Amazon $349 $249 at Ozlo $349 $259.99 at Best Buy Made by former Bose engineers , Ozlo’s Sleepbuds are extremely similar to Bose’s discontinued Sleepbuds. They work well as a white noise machine and helped our reviewer, Victoria Song, get better sleep during her testing. The biggest upgrade over the Bose Sleepbuds II is that you’re no longer limited to a small library of white noise sounds. The Ozlo buds let you play your own audio, then switch back to white noise once you’ve fallen asleep. In our experience, that feature is a bit hit-or-miss, but when it does work, it’s helpful. In November, Ozlo added a host of sleep tracking features to both the earbuds and their charging case as part of a beta, allowing you to track your sleeping habits and the factors that might disrupt your cycle (we’ve yet to test them). Otherwise, the Ozlo Sleepbuds are largely similar to the last-gen Bose. They’re lightweight, comfortable for side sleepers, and stay put overnight. Battery life still lasts up to 10 hours, which is enough for a full night, and you can set private alarms that won’t disturb anybody else. They’re not quite as advanced as Soundcore’s newer Sleep A30 earbuds — which offer active noise cancellation and an adaptive snore masking feature — but if you just want a comfortable pair of earbuds built specifically to help you sleep, they do the job quite nicely.
Every investor is always looking for the next multibagger. This pulls from a baseball analogy, and one "bag" indicates a stock doubling. So, a multibagger investment doubles multiple times. Unlike baseball, where the maximum is four bags from a home run, stocks technically have unlimited upside, and several 100-baggers exist. One field where investors are looking for the next multibagger is in qua...
Every investor is always looking for the next multibagger. This pulls from a baseball analogy, and one "bag" indicates a stock doubling. So, a multibagger investment doubles multiple times. Unlike baseball, where the maximum is four bags from a home run, stocks technically have unlimited upside, and several 100-baggers exist. One field where investors are looking for the next multibagger is in quantum computing. While quantum technology isn't yet widely used, it's rapidly progressing to the point where it could see mainstream usage by 2030. That's not that far away, and investors should position themselves accordingly if quantum computing lives up to the hype. One popular investment choice in this industry is IonQ (NYSE: IONQ) . IonQ is a leader in the quantum computing realm and has captured the attention of the investment community. But is it the next multibagger? Let's take a look. Continue reading
bfk92/E+ via Getty Images Defense shares ( ITA ) ( XAR ) have broken from their usual wartime playbook following U.S.-led Operation Epic Fury, with major contractors posting losses of roughly 10%–20% in the first 30 trading days since the Middle East conflict began at the end of February, according to a recent Arbor Data Science analysis. The decline stands in sharp contrast to prior military esca...
bfk92/E+ via Getty Images Defense shares ( ITA ) ( XAR ) have broken from their usual wartime playbook following U.S.-led Operation Epic Fury, with major contractors posting losses of roughly 10%–20% in the first 30 trading days since the Middle East conflict began at the end of February, according to a recent Arbor Data Science analysis. The decline stands in sharp contrast to prior military escalations, where defense names typically rallied as investors priced in higher weapons demand and extended spending cycles. Arbor’s comparison shows the sector posted solid gains following Russia’s 2022 invasion of Ukraine, the Hamas attack on Israel in 2023, Russia’s 2014 annexation of Crimea, the post-9/11 war period and the 1990 Gulf War. This time, General Dynamics ( GD ), Lockheed Martin ( LMT ), Northrop Grumman ( NOC ) and RTX ( RTX ) have all weakened early even as broader geopolitical risk stayed elevated. The divergence marks an unusual moment for investors who have long relied on defense stocks as a hedge during military escalations. Arbor Data Science More on Defense Stocks Trump Seeks $1.5 Trillion For Defense As The Pentagon Goes All In On AI Warfare U.S. Defense Stock Underperformance: What The Market Is Telling Us Updating DFEN, A Leveraged Defense ETF In The Current Environment Aerospace gains momentum while defense turns cautious ahead of Q1 earnings: Baird U.S. Army moves to enhance Gray Eagle drone with new intelligence features
An unannounced Teenage Engineering device , the KO-Amp 35 , can be found over at the FCC in a new filing. The label clearly marks it as a member of the mid-range EP family instruments, which currently includes the KO-II and its spinoffs, the Riddim and the Medieval . The name suggests that TE could be getting into the budget guitar and instrument amp space, but the filing reveals very little. All ...
An unannounced Teenage Engineering device , the KO-Amp 35 , can be found over at the FCC in a new filing. The label clearly marks it as a member of the mid-range EP family instruments, which currently includes the KO-II and its spinoffs, the Riddim and the Medieval . The name suggests that TE could be getting into the budget guitar and instrument amp space, but the filing reveals very little. All we know is that it has a built-in rechargeable battery and Bluetooth, but little else. There is also a "model difference statement," which suggests the KO-Amp will come in multiple colors. The angle and distance of the images in the filing make it dif … Read the full story at The Verge.
Republican Senator from North Carolina Ted Budd said that the cost of not going into Iran could be more significant than the additional funding the Trump administration is asking for to support the war. Budd said that a war is 'cheaper than allowing a nuclear Iran' as Democrats sound the alarm on the cost of the conflict. (Source: Bloomberg)
Republican Senator from North Carolina Ted Budd said that the cost of not going into Iran could be more significant than the additional funding the Trump administration is asking for to support the war. Budd said that a war is 'cheaper than allowing a nuclear Iran' as Democrats sound the alarm on the cost of the conflict. (Source: Bloomberg)
Despite its battle with the Pentagon, Anthropic ( ANTHRO ) may get a boost from the White House as the Trump Administration looks to give federal agencies access to its Mythos model, Bloomberg reported. Gregory Barbaccia, who is the federal Chief Information Officer at the Office of Management and Budget, told Cabinet departments that OMB is working on allowing their agencies to use Mythos, the ne...
Despite its battle with the Pentagon, Anthropic ( ANTHRO ) may get a boost from the White House as the Trump Administration looks to give federal agencies access to its Mythos model, Bloomberg reported. Gregory Barbaccia, who is the federal Chief Information Officer at the Office of Management and Budget, told Cabinet departments that OMB is working on allowing their agencies to use Mythos, the news outlet reported , citing an internal memo. The email does not state when the agencies will get access or that they absolutely will, but it adds more information will be available “in the coming weeks.” Anthropic co-founder Jack Clark said earlier this week that the company, which some investors have valued at $800B, was in discussions with the Trump administration about Mythos. “We have a narrow contracting dispute, but I don't want that to get in the way of the fact that we care deeply about national security,” Clark said at the Semafor World Economy event in Washington, referring to the aforementioned issue with the Pentagon. “Our position is the government has to know about this stuff … So absolutely, we're talking to them about Mythos, and we'll talk to them about the next models as well.” Anthropic and the White House did not immediately respond to a request for comment from Seeking Alpha. So far, Mythos, which was originally leaked last month, has been made available to some of the biggest companies in tech. It was made available in preview to roughly 50 companies and organizations that deal with critical internet infrastructure, including Amazon ( AMZN ), Apple ( AAPL ), Microsoft ( MSFT ), Google ( GOOG ) ( GOOGL ), and the Linux Foundation, according to previous reports. Amazon and Google are among the investors in Anthropic. Earlier this month, Anthropic unveiled Claude Mythos Preview, a general-purpose frontier model, which the company described as its “most capable yet for coding and agentic tasks.” “Its strength in cybersecurity is a direct result of tha...
Mohamad Faizal Bin Ramli Municipal bond ( TFI ), ( ITM ), ( MLN ), ( SHM ) investors need to maintain active credit oversight and stay ahead of potential rating downgrades, particularly in sectors affected by federal budget cuts, according to Nisha Patel, Parametric fixed income portfolio manager. In an interview with CNBC, Patel emphasized that while headline risk around deficits has dominated th...
Mohamad Faizal Bin Ramli Municipal bond ( TFI ), ( ITM ), ( MLN ), ( SHM ) investors need to maintain active credit oversight and stay ahead of potential rating downgrades, particularly in sectors affected by federal budget cuts, according to Nisha Patel, Parametric fixed income portfolio manager. In an interview with CNBC, Patel emphasized that while headline risk around deficits has dominated the news, investors must focus on the actual credit fundamentals that could lead to downgrades in vulnerable sectors. Patel identified healthcare and higher education as two areas currently facing challenges stemming from federal budget reductions. “Where the challenge is, and I think this is where the active credit oversight really matters, is making sure you’re staying ahead of any downgrades that can possibly take place in these sectors,” she said. The distinction between deficit headlines and real credit deterioration, she noted, is critical for investors navigating the current environment. Despite these sector-specific concerns, Patel maintained that municipal bonds remain a high-quality asset class with historically low default rates compared to the taxable corporate market. She pointed to a silver lining for investors: with Tax Day recently passed, current tax-free yields offer an attractive entry point into munis on a tax-equivalent basis. For portfolio positioning, Patel recommended maintaining a bias toward higher-quality investment-grade municipal bonds. She cautioned that with more than 80,000 different issuers in the muni market, investors cannot make blanket statements about general obligation versus revenue bonds. “The main message here, stay higher quality; absolute yields are high,” she said, adding that the high-yield municipal market does not present a compelling opportunity compared to investment-grade offerings. When asked about passive versus active investment approaches, Patel highlighted a significant industry trend toward separately managed accounts r...
The wheat complex is trading with gains across most contracts so far on the Thursday session. Chicago SRW futures are 5 to 6 cents higher so far. KC HRW futures is leading the bull’s charge, up 16 o 18 cents in the front months. MPLS spring wheat is up 10...
The wheat complex is trading with gains across most contracts so far on the Thursday session. Chicago SRW futures are 5 to 6 cents higher so far. KC HRW futures is leading the bull’s charge, up 16 o 18 cents in the front months. MPLS spring wheat is up 10...
Corn futures are reverting lower from the Wednesday gains, with contracts down fractionally in the new crop contracts to 2 cents in the nearbys at midday. The CmdtyView national average Cash Corn price is up 2 cents at $4.12 3/4. Export Sales data from this morning showed 1.4 MMT of...
Corn futures are reverting lower from the Wednesday gains, with contracts down fractionally in the new crop contracts to 2 cents in the nearbys at midday. The CmdtyView national average Cash Corn price is up 2 cents at $4.12 3/4. Export Sales data from this morning showed 1.4 MMT of...
Lean hog futures are showing mixed action on Thursday, with newly appointed front month May up a nickel and other contracts down 20 to 50 cents. USDA’s national base hog price was not reported on Thursday morning. The CME Lean Hog Index was up 27 cents on April 14 at...
Lean hog futures are showing mixed action on Thursday, with newly appointed front month May up a nickel and other contracts down 20 to 50 cents. USDA’s national base hog price was not reported on Thursday morning. The CME Lean Hog Index was up 27 cents on April 14 at...