Jay Hatfield, Infrastructure Capital Advisors CEO and CIO, joins Bloomberg Businessweek Daily to discuss his markets and macro outlook, including his year-end S&P 500 price target of 8,000 which he continues to stand by as markets hit new highs amid the Iran war. Hatfield also adds that even amid broader geopolitical tensions and higher energy prices, "The notion that the US has lost its exception...
Jay Hatfield, Infrastructure Capital Advisors CEO and CIO, joins Bloomberg Businessweek Daily to discuss his markets and macro outlook, including his year-end S&P 500 price target of 8,000 which he continues to stand by as markets hit new highs amid the Iran war. Hatfield also adds that even amid broader geopolitical tensions and higher energy prices, "The notion that the US has lost its exceptionalism is ridiculous." On Wednesday, stocks climbed to all-time highs as a slew of strong corporate results and President Donald Trump’s extension of a ceasefire with Iran revived risk appetites after a two-day retreat. Bitcoin rallied. The S&P 500’s 1% gain extended its advance for the month, set to be the best since 2020. Chipmakers climbed for a 16th straight day, the longest-ever winning streak. Hatfield speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)
Ryan Roslansky has stepped down as LinkedIn's CEO after six years running the world's largest professional network. Dan Shapero, the company's COO, takes over immediately.
Ryan Roslansky has stepped down as LinkedIn's CEO after six years running the world's largest professional network. Dan Shapero, the company's COO, takes over immediately.
Ryan Roslansky has stepped down as LinkedIn's CEO after six years running the world's largest professional network. Dan Shapero, the company's COO, takes over immediately.
Ryan Roslansky has stepped down as LinkedIn's CEO after six years running the world's largest professional network. Dan Shapero, the company's COO, takes over immediately.
monsitj/iStock via Getty Images Gold futures edged higher on perceived bargain-hunting Wednesday after falling to a two-week low in the previous session, as investors await the next developments in the Iran war. Iran reportedly seized two cargo ships in the Strait of Hormuz, while President Trump said the U.S. blockade of Iran's ports would continue, with no sign of peace talks restarting. "Trump’...
monsitj/iStock via Getty Images Gold futures edged higher on perceived bargain-hunting Wednesday after falling to a two-week low in the previous session, as investors await the next developments in the Iran war. Iran reportedly seized two cargo ships in the Strait of Hormuz, while President Trump said the U.S. blockade of Iran's ports would continue, with no sign of peace talks restarting. "Trump’s extension of the ceasefire reduces the immediate risk of military escalation—and with it the threat of a further inflationary oil price spike—while also weighing on the dollar," Saxo Bank analysts said in a note. "Until a clearer path toward a peace deal emerges, gold and silver are likely to remain in competition with the dollar for direction, leaving prices rangebound for now," the bank wrote. "Gold prices are consolidating below key resistance levels, reflecting a technical structure that mirrors earlier 2026 breakdown patterns," and silver prices are showing a pattern that could portend a "sharp directional move," Razan Hilal of Forex.com said in a note. Hilal said a drop in gold to $4,640/oz could trigger a further slide, with that boundary being $75/oz for silver. Gold and silver futures both snapped two-day losing streaks, with front-month Comex gold ( XAUUSD:CUR ) for April delivery up 0.7% to $4,732.50/oz and front-month Comex April silver ( XAGUSD:CUR ) up 1.9% to $77.893/oz. ETFs: ( GLD ), ( GDX ), ( GDXJ ), ( IAU ), ( NUGT ), ( PHYS ), ( GLDM ), ( AAAU ), ( SGOL ), ( DUST ), ( RING ), ( BAR ), ( OUNZ ), ( SLV ), ( PSLV ), ( SIVR ), ( SIL ), ( SILJ ) More on gold and silver Silver: Uncovering A Market In A Revolutionary Transitioning A New Era For The Fed? Looking Back On Kevin Warsh's U.S. Senate Hearing And Market Reactions Silver Investment Asset: Altered Market Reality And The Silver Elephant
The era of enterprises stitching together prompt chains and shadow agents is nearing its end as more options for orchestrating complex multi-agent systems emerge. As organizations move AI agents into production, the question remains: "how will we manage them?" Google and Amazon Web Services offer fundamentally different answers, illustrating a split in the AI stack. Google’s approach is to run age...
The era of enterprises stitching together prompt chains and shadow agents is nearing its end as more options for orchestrating complex multi-agent systems emerge. As organizations move AI agents into production, the question remains: "how will we manage them?" Google and Amazon Web Services offer fundamentally different answers, illustrating a split in the AI stack. Google’s approach is to run agentic management on the system layer, while AWS’s harness method sets up in the execution layer. The debate on how to manage and control gained new energy this past month as competing companies released or updated their agent builder platforms—Anthropic with the new Claude Managed Agents and OpenAI with enhancements to the Agents SDK —giving developer teams options for managing agents. AWS with new capabilities added to Bedrock AgentCore is optimizing for velocity—relying on harnesses to bring agents to product faster—while still offering identity and tool management. Meanwhile, Google’s Gemini Enterprise adopts a governance-focused approach using a Kubernetes-style control plane. Each method offers a glimpse into how agents move from short-burst task helpers to longer-running entities within a workflow. Upgrades and umbrellas To understand where each company stands, here’s what’s actually new. Google released a new version of Gemini Enterprise, bringing its enterprise AI agent offerings—Gemini Enterprise Platform and Gemini Enterprise Application—under one umbrella. The company has rebranded Vertex AI as Gemini Enterprise Platform , though it insists that, aside from the name change and new features, it’s still fundamentally the same interface. “We want to provide a platform and a front door for companies to have access to all the AI systems and tools that Google provides,” Maryam Gholami, senior director, product management for Gemini Enterprise, told VentureBeat in an interview. “The way you can think about it is that the Gemini Enterprise Application is built on top of t...
Capital has flowed into bitcoin through multiple channels, which makes it less likely that bitcoin sees a sharp reversal like in previous months, and more likely that the rally builds momentum.
Capital has flowed into bitcoin through multiple channels, which makes it less likely that bitcoin sees a sharp reversal like in previous months, and more likely that the rally builds momentum.
Intel (NASDAQ: INTC) has been one of the biggest comeback stories on Wall Street in recent memory. Over the past 12 months, the stock surged more than 260%. The turnaround is fueled by new leadership and the U.S. government taking a nearly 10% stake in the company. Despite the huge rally, analysts are sharply divided on Intel for one major reason: Intel's foundry business looks both promising and ...
Intel (NASDAQ: INTC) has been one of the biggest comeback stories on Wall Street in recent memory. Over the past 12 months, the stock surged more than 260%. The turnaround is fueled by new leadership and the U.S. government taking a nearly 10% stake in the company. Despite the huge rally, analysts are sharply divided on Intel for one major reason: Intel's foundry business looks both promising and risky. The bull case is simple. Intel Foundry will be a direct rival to leading chip manufacturers Taiwan Semiconductor Manufacturing and Samsung . It's a bold strategy to reduce the West's reliance on the two most dominant Asian chip producers. The U.S. government already backs Intel, but it may also have Nvidia and Apple as other powerful partners. Continue reading
Andrii Yalanskyi/iStock via Getty Images Get ready for an ETF that you can't enunciate all in one breath. The VictoryShares US Large Cap High Dividend Volatility-Weighted ETF ( CDL ) has become a new top dividend growth ETF pick for me. As the name suggests, the ETF collects a basket of stable, low-volatility, large-cap US stocks with relatively high dividend yields. Without specifically aiming fo...
Andrii Yalanskyi/iStock via Getty Images Get ready for an ETF that you can't enunciate all in one breath. The VictoryShares US Large Cap High Dividend Volatility-Weighted ETF ( CDL ) has become a new top dividend growth ETF pick for me. As the name suggests, the ETF collects a basket of stable, low-volatility, large-cap US stocks with relatively high dividend yields. Without specifically aiming for dividend growth, the ETF happens to have achieved a solid long-term dividend growth record. Here's the super-short summary of CDL's stock-picking methodology: Must be large cap Must have positive earnings over the last 12 months Picks the 100 highest-yielding within this group Weights these 100 stocks based on volatility from the last 180 trading days (lower volatility = larger weighting) Sector exposure is limited to 25% Reconstitutes twice a year in March and September The ETF currently yields about 3.1%, pays dividends monthly, and is offered for an expense ratio of 0.35%. On top of that, CDL's lighter allocation to the energy sector makes it a good complement to other mid-yielding dividend growth ETFs like the Schwab US Dividend Equity ETF ( SCHD ). Let's dive in to some analysis of this unique dividend ETF. Total Return Performance Comparison Past performance is not a guarantee of future returns, of course, but it is certainly informative. Passive ETFs that have performed well in the past tend to continue performing well in the future. A strong track record that is long and consistent typically indicates good portfolio construction and fees that are low enough not to eat too heavily into returns. Let me start by comparing CDL to its two low-volatility dividend ETF peers: Invesco S&P 500 High Div Low Volatility ETF ( SPHD ) Franklin US Low Volatility High Dividend ETF ( LVHD ) Data by YCharts As you can see, CDL has handily beaten both, and its outperformance has generally grown over time, indicating consistency. All else being equal, this chart would indicate that CD...
Cinefootage Visuals/iStock via Getty Images Investment Overview The stock of La Jolla, California-based biotech company Inhibrx Biosciences, Inc. ( INBX ) is surging in value today, up nearly 40% for the day, as it is rumoured several high profile Pharma companies are keen to be part of a joint spinoff of the company's drug candidate INBRX-106, and potentially a second candidate also, Reuters has ...
Cinefootage Visuals/iStock via Getty Images Investment Overview The stock of La Jolla, California-based biotech company Inhibrx Biosciences, Inc. ( INBX ) is surging in value today, up nearly 40% for the day, as it is rumoured several high profile Pharma companies are keen to be part of a joint spinoff of the company's drug candidate INBRX-106, and potentially a second candidate also, Reuters has reported today. Inhibrx stock is currently trading at $115, assigning the company a market cap valuation of ~$1.7bn. Back in 2024, Ihibrx was in fact acquired by French Pharma giant Sanofi ( SNY ) in a deal worth ~$2.2bn, allowing Sanofi to gain access to the old company's lead drug candidate, INBRX-101, a "human recombinant protein that holds the promise of allowing Alpha-1 Antitrypsin Deficiency (AATD) patients to achieve normalization of serum AAT levels with less frequent (monthly vs. weekly) dosing." However, Inhibrx spun out two assets into a new company - as per its 2025 annual report / 10-K filing : Our company was incorporated as Ibex SpinCo, Inc. on January 8, 2024 under the laws of the State of Delaware as a direct, wholly-owned subsidiary of the Former Parent. We changed our name from Ibex SpinCo, Inc. to Inhibrx Biosciences, Inc. on January 25, 2024. Reuters cites Merck & Co ( MRK ), the U.S. Pharma, Merck KGaA ( MKGAF ), based in Germany and Japanese Pharma Ono Pharmaceutical ( OPHLF ) as the interested parties, although it may apparently take months before any kind of deal is reached. Inhibrx' Stunning Gains, Pipeline Overview In May last year, Inhibrx stock traded ~$11 per share, but stock is now up an incredible >890% on a 12-month basis. The first major gain in the stock price occurred in October 2025, after Inhibrx reported that its bone cancer candidates ozekibart met its primary endpoint in a ~206 patient Phase 2 registrational study, which began in 2021. According to a press release : The ChonDRAgon study met its primary endpoint of a statistically sig...
Liberty Energy press release ( LBRT ): Q1 Non-GAAP EPS of $0.06 beats by $0.20 . Revenue of $1.02B (+4.4% Y/Y) beats by $61.21M . Shares -1.33% AH. More on Liberty Energy Liberty Energy Inc. (LBRT) Shareholder/Analyst Call Prepared Remarks Transcript Liberty Energy Inc. (LBRT) Q4 2025 Earnings Call Transcript Liberty Energy Q1 2026 Earnings Preview Liberty Energy announces proposed $450M convertib...
Liberty Energy press release ( LBRT ): Q1 Non-GAAP EPS of $0.06 beats by $0.20 . Revenue of $1.02B (+4.4% Y/Y) beats by $61.21M . Shares -1.33% AH. More on Liberty Energy Liberty Energy Inc. (LBRT) Shareholder/Analyst Call Prepared Remarks Transcript Liberty Energy Inc. (LBRT) Q4 2025 Earnings Call Transcript Liberty Energy Q1 2026 Earnings Preview Liberty Energy announces proposed $450M convertible senior notes offering Seeking Alpha’s Quant Rating on Liberty Energy
Tesla's profit rose in the first quarter as its car sales rebounded from a sharp slump in 2025. The electric vehicle maker said it earned $477 million in the quarter, up 17% from a year ago. Earnings per share totaled 13 cents.
Tesla's profit rose in the first quarter as its car sales rebounded from a sharp slump in 2025. The electric vehicle maker said it earned $477 million in the quarter, up 17% from a year ago. Earnings per share totaled 13 cents.