Advanced Micro Devices (NASDAQ: AMD) is becoming a more serious contender in AI infrastructure as inference demand, MI350 accelerators, and ROCm improvements reshape the bull case. But after a massive rally, AMD's valuation creates a high-stakes question for investors: Can earnin
Advanced Micro Devices (NASDAQ: AMD) is becoming a more serious contender in AI infrastructure as inference demand, MI350 accelerators, and ROCm improvements reshape the bull case. But after a massive rally, AMD's valuation creates a high-stakes question for investors: Can earnin
artisteer/iStock via Getty Images Corporate credit markets are behaving more like a safe haven than a risk asset, holding steady despite renewed tensions in the Middle East, higher inflation readings and volatility across equity and government bond markets, according to Société Générale. Strategist Juan Esteban Valencia said in a report that investment-grade and high-yield credit spreads have rema...
artisteer/iStock via Getty Images Corporate credit markets are behaving more like a safe haven than a risk asset, holding steady despite renewed tensions in the Middle East, higher inflation readings and volatility across equity and government bond markets, according to Société Générale. Strategist Juan Esteban Valencia said in a report that investment-grade and high-yield credit spreads have remained confined to narrow ranges even as investors grapple with uncertainty surrounding the ceasefire in the Middle East, inflation pressures and disruptions affecting the Strait of Hormuz. The resilience contrasts with the choppier performance seen in stocks and sovereign debt. While government bond yields have remained volatile amid shifting oil prices and inflation concerns, corporate credit spreads have largely tightened or remained stable, supported by healthy corporate balance sheets and strong investor demand for income-producing assets. Why it matters for investors The report suggests investors continue to view corporate credit as one of the more attractive places to deploy capital despite geopolitical risks. Persistent demand for yield, solid corporate fundamentals and limited new supply have helped keep spreads near their tightest levels of the year. However, Société Générale warned that an economic recession remains the primary threat to the asset class. The bank estimates a recession could widen credit spreads by roughly 150 basis points from current levels, significantly reducing bond prices and total returns. Valencia said recession risks remain relatively low, though weak recent French GDP data and sluggish growth in Germany warrant close monitoring. Société Générale expects credit spreads to remain largely rangebound in the near term unless there is a significant escalation or breakthrough in Middle East negotiations. The bank also expects investors to focus on inflation data and upcoming central bank decisions, including a closely watched European Central Ban...
Lawrence Shankland says there is a ‘club feel’ in the camp after eight goals in two confidence- building friendly wins Scotland arrived at Euro 2024 with more questions than answers swirling around their squad. The team were on a poor run of form, with umpteen players looking jaded. What happened next proved grisly. While the level of Curaçao and Bolivia – plus the motivational levels of the latte...
Lawrence Shankland says there is a ‘club feel’ in the camp after eight goals in two confidence- building friendly wins Scotland arrived at Euro 2024 with more questions than answers swirling around their squad. The team were on a poor run of form, with umpteen players looking jaded. What happened next proved grisly. While the level of Curaçao and Bolivia – plus the motivational levels of the latter – must be acknowledged, a Scottish side notching eight goals in back-to-back friendlies has altered grey areas for Steve Clarke. Scotland’s picture before Saturday’s World Cup opener against Haiti is now a clearer one. This time, they look far from jaded. Continue reading...
From Christian Pulisic to Weston McKennie, many of the team’s biggest stars have been open about their faith, creating a new dynamic for a home World Cup • World Cup newsletter | Daily podcast | Get the app In the third episode of the interminable, nine-part Pulisic docuseries, its subject, Christian Pulisic, sits down at a dining table, pink orchids blooming behind him. “It is what time?” a frien...
From Christian Pulisic to Weston McKennie, many of the team’s biggest stars have been open about their faith, creating a new dynamic for a home World Cup • World Cup newsletter | Daily podcast | Get the app In the third episode of the interminable, nine-part Pulisic docuseries, its subject, Christian Pulisic, sits down at a dining table, pink orchids blooming behind him. “It is what time?” a friend asks him, holding a camera in Pulisic’s face. Continue reading...
Exclusive: Dr David Wilson says former British police officer approached him as part of efforts to influence his work The author of a Home Office-sponsored report on the Chinese state and organised crime in the UK was the target of failed honey traps and a suspected attempt to compromise him by a former British police officer, it is claimed. Dr David Wilson, whose groundbreaking analysis was decla...
Exclusive: Dr David Wilson says former British police officer approached him as part of efforts to influence his work The author of a Home Office-sponsored report on the Chinese state and organised crime in the UK was the target of failed honey traps and a suspected attempt to compromise him by a former British police officer, it is claimed. Dr David Wilson, whose groundbreaking analysis was declassified in February, has told of multiple attempts to influence him or discredit his work as he sought to examine the policing challenges posed by the Chinese Communist party (CCP) and criminal gangs. Continue reading...
Markets face a pivotal week marked by a significant structural shift away from richly valued AI and technology stocks toward lagging sectors, evident in Friday's steep Nasdaq and S&P 500 plunges that signal investor rotation and risk reassessment.
Markets face a pivotal week marked by a significant structural shift away from richly valued AI and technology stocks toward lagging sectors, evident in Friday's steep Nasdaq and S&P 500 plunges that signal investor rotation and risk reassessment.
Have you ever wondered what the most indispensable app is for your favorite musician or how the world’s tech CEOs stay focused? Well, that’s the sort of thing we aim to uncover in our Verge Weekend Questionnaire. Think of it as a spiritual successor to Five Minutes on the Verge . Every Saturday, a different guest submits to our rapid-fire menu of questions, and we bring you their unfiltered answer...
Have you ever wondered what the most indispensable app is for your favorite musician or how the world’s tech CEOs stay focused? Well, that’s the sort of thing we aim to uncover in our Verge Weekend Questionnaire. Think of it as a spiritual successor to Five Minutes on the Verge . Every Saturday, a different guest submits to our rapid-fire menu of questions, and we bring you their unfiltered answers. Subjects come from a variety of worlds. We talk to content creators, authors, politicians, developers… basically anyone interesting. We want to know how they get their work done, how they unplug, and, of course, what GIFs and memes they’re sending to their friends and loved ones. Want to know what legendary designer insists on only opening one browser tab at a time and who holds the Game Boy up as their favorite gadget of all time? Check back each week for all that and more. Benn Jordan longs for the days of tech that didn’t spy on you Welcome to Night Vale host Cecil Baldwin shares his tech pet peeves The man behind the legendary MPC, Roger Linn, stays focused with a single browser tab NPR’s Manoush Zomorodi talks about living with too much tech
If you invested in Sandisk (NASDAQ: SNDK) stock at the start of 2026, you're a happy camper. It has risen nearly 700% since the start of the year, delivering gains that normally take decades to achieve. If you've missed out (like me), then you're obviously a bit disappointed, but these stocks aren't easy to pinpoint; otherwise, everyone would be enjoying massive gains. The question is, is there en...
If you invested in Sandisk (NASDAQ: SNDK) stock at the start of 2026, you're a happy camper. It has risen nearly 700% since the start of the year, delivering gains that normally take decades to achieve. If you've missed out (like me), then you're obviously a bit disappointed, but these stocks aren't easy to pinpoint; otherwise, everyone would be enjoying massive gains. The question is, is there enough value left in Sandisk's stock to warrant investing in it right now? Let's take a look, as some of the tailwinds that drove it higher are still intensifying. Image source: Getty Images. Continue reading
jcamilobernal/iStock Editorial via Getty Images BofA Securities wrote an AI prompt to predict the winner for the World Cup. Using Copilot in its research note, the LLM predicted that France would win, with Spain as the runner-up. With the prompt provided by BofA, Seeking Alpha asked other major LLMs for their picks. OpenAI's ( OPENAI ) ChatGPT: Winner : France Runner-up : Spain Dark horses : Colom...
jcamilobernal/iStock Editorial via Getty Images BofA Securities wrote an AI prompt to predict the winner for the World Cup. Using Copilot in its research note, the LLM predicted that France would win, with Spain as the runner-up. With the prompt provided by BofA, Seeking Alpha asked other major LLMs for their picks. OpenAI's ( OPENAI ) ChatGPT: Winner : France Runner-up : Spain Dark horses : Colombia, Norway, Morocco. Japan is the “smart money nuisance” team — maybe not a champion, but very capable of wrecking brackets. Alphabet's ( GOOG ) ( GOOGL ) Gemini: Winner : France Runner-up: Argentina Dark horses : Colombia: Currently playing top-5 world football; high cohesion. Norway: Erling Haaland is rested (no mid-season tournament) and finally has a world-class supporting cast (Odegaard, Nusa). Türkiye: A young, fearless squad that thrives in high-pressure atmospheres. Anthropic's ( ANTHRO ) Claude: Winner : France Runner-up : Spain Dark horses : Norway (Haaland can carry you to a semi-final almost unilaterally), Colombia (tactically mature, underestimated), Morocco (the 2022 semi-final was not a fluke — Hakimi fitness permitting). DeepSeek AI's ( DEEPSEEK ) DeepSeek: Winner : France Runner-up : Spain Dark horses : Colombia – The Most UnderratedLuis Diaz is playing the best ball of his career. James Rodriguez is pulling strings again. They have the swagger and physicality to beat anyone on their day . They are in a soft group (Portugal aside) and have a clear path. Morocco – The Defensive RockThey have only improved since 2022. Brahim Diaz adds magic to their stingy defense. They know how to win 1-0 in ugly games. Avoid them in your bracket. United States – The HostsHome soil for all group games. Pochettino is a knockout specialist. Pulisic is entering his prime. While they lack an elite striker, their athleticism and the 12th man (crowd) could carry them to a shock semi-final if the bracket collapses. Alibaba's ( BABA ) Qwen: Winner : France Runner-up : Brazil Dark h...
Pope Leo honoured Spain’s centuries-old tradition of religious devotion on Sunday as a “school of faith” for today, as he presided over a Mass before more than a million people that highlighted one of the most iconic expressions of Spanish popular piety: a procession over flower-petal carpets. The crowd cheered and shouted “This is the youth of the pope!” as Leo arrived for the Mass at a central M...
Pope Leo honoured Spain’s centuries-old tradition of religious devotion on Sunday as a “school of faith” for today, as he presided over a Mass before more than a million people that highlighted one of the most iconic expressions of Spanish popular piety: a procession over flower-petal carpets. The crowd cheered and shouted “This is the youth of the pope!” as Leo arrived for the Mass at a central Madrid plaza. He looped around the plaza and surrounding streets in his Popemobile before a crowd...
Olga Kostrova /iStock via Getty Images I am positive about Skeena Resources ( SKE ), as I believe investors continue to price it like a high-risk developer at the exact moment when its risk profile is changing. While it is true Eskay Creek is a high-grade gold-silver project in British Columbia's Golden Triangle, the more significant aspect of the story is Skeena becoming a scarce, fully permitted...
Olga Kostrova /iStock via Getty Images I am positive about Skeena Resources ( SKE ), as I believe investors continue to price it like a high-risk developer at the exact moment when its risk profile is changing. While it is true Eskay Creek is a high-grade gold-silver project in British Columbia's Golden Triangle, the more significant aspect of the story is Skeena becoming a scarce, fully permitted, materially funded, mid-construction precious metals company with a clear line of sight to initial production in the second quarter of 2027. This transition matters because many of the greatest values in mining projects are generated during the period when the existential risks are removed, but the market does not yet recognize the asset as a producing mine. For Skeena, the biggest risks have moved from permitting and financing to management's execution of the remaining construction plan, and I consider those risks significantly better than they were previously. Eskay Creek was 49% complete as of the latest update, with 66% of total project costs contractually committed, and initial production remains targeted for Q2 2027 with commercial production expected in Q3 2027. Financing Over Losses Skeena's last financial results have to be looked at as a development-stage company. In comparison to the previous year's quarterly loss of C$38.2M, Skeena reported no revenue and posted a loss of C$104.5M in its most recent quarter. The increase in losses is largely attributable to non-operating and financing related items such as a C$54.4M change in the fair value of the gold stream derivative liability, a C$10.8M impairment charge related to transaction costs and availability fees associated with the senior secured term loan facility that was terminated post-quarter end, a C$11.9M unrealized loss on marketable securities, and a C$11.9M share-based payment expense. The cash flow statement is cleaner. During Q1 '26, operating activities used C$15.2 million, significantly lower than the...
Danish follicle rebels go head to head in competition for best short-in-the-front, long-in-the-back cut Business in the front, party in the back. A packed Danish crowd has celebrated the much-maligned but enduring mullet hairstyle, defined by very short hair at the front and longer hair at the back. Denmark’s raucous 2026 Mullet Championship, presented on an outdoor stage in central Copenhagen, at...
Danish follicle rebels go head to head in competition for best short-in-the-front, long-in-the-back cut Business in the front, party in the back. A packed Danish crowd has celebrated the much-maligned but enduring mullet hairstyle, defined by very short hair at the front and longer hair at the back. Denmark’s raucous 2026 Mullet Championship, presented on an outdoor stage in central Copenhagen, attracted 12 well-coiffed competitors and more than 1,000 spectators. Continue reading...
Earlier this year, Meta cut thousands of employees and told investors the reductions were necessary to fund its AI ambitions. The company redirected that payroll into infrastructure, researchers, and models designed to compete with OpenAI, Anthropic, and Google. Mark Zuckerberg called it the most ...
Earlier this year, Meta cut thousands of employees and told investors the reductions were necessary to fund its AI ambitions. The company redirected that payroll into infrastructure, researchers, and models designed to compete with OpenAI, Anthropic, and Google. Mark Zuckerberg called it the most ...
Advanced Micro Devices (NASDAQ: AMD) is becoming a more serious contender in AI infrastructure as inference demand, MI350 accelerators, and ROCm improvements reshape the bull case. But after a massive rally, AMD's valuation creates a high-stakes question for investors: Can earnings grow fast enough to justify the optimism? Stock prices used were the market prices of May 29, 2026. The video was pub...
Advanced Micro Devices (NASDAQ: AMD) is becoming a more serious contender in AI infrastructure as inference demand, MI350 accelerators, and ROCm improvements reshape the bull case. But after a massive rally, AMD's valuation creates a high-stakes question for investors: Can earnings grow fast enough to justify the optimism? Stock prices used were the market prices of May 29, 2026. The video was published on June 6, 2026. Continue reading
Move comes as 137 Labour MPs sign letter demanding ‘urgent, concrete action’ to stop settler violence The UK Foreign Office and a group of western countries are due to announce a package of sanctions against Israel this week designed to deter companies from becoming involved in a new proposed West Bank settlement that would split the territory in two and render the concept of a two-state solution ...
Move comes as 137 Labour MPs sign letter demanding ‘urgent, concrete action’ to stop settler violence The UK Foreign Office and a group of western countries are due to announce a package of sanctions against Israel this week designed to deter companies from becoming involved in a new proposed West Bank settlement that would split the territory in two and render the concept of a two-state solution near impossible. The package follows a warning by nine countries including France, the UK and Australia that settlement violence must stop and no company should be involved in what is known as the E1 development. Tenders were opened this month for the development of more than 3,000 homes between Jerusalem and the Ma’ale Adumim. The development would split the West Bank between north and south, and so effectively make a contiguous Palestinian West Bank impossible. Continue reading...
When tech entrepreneur Jason Smith sold a portion of his pre-IPO company stock, the transaction transformed his balance sheet overnight. Years of building a successful business had finally paid off, generating a $2.4 million capital gain. But Jason had a problem. He didn’t want to hand the IRS a giant portion of his $2.4 million ... The December 2026 Opportunity Zone Deadline That Lets a Tech Foun...
When tech entrepreneur Jason Smith sold a portion of his pre-IPO company stock, the transaction transformed his balance sheet overnight. Years of building a successful business had finally paid off, generating a $2.4 million capital gain. But Jason had a problem. He didn’t want to hand the IRS a giant portion of his $2.4 million ... The December 2026 Opportunity Zone Deadline That Lets a Tech Founder Defer $2.4 Million of Capital Gain Tax for Eight More Years