Anthropic's tightly controlled rollout of Claude Mythos has taken an awkward turn. After spending weeks insisting the AI model is so capable at cybersecurity that it is too dangerous to release publicly, it appears the model fell into the wrong hands anyway. According to Bloomberg , a "small group of unauthorized users" has had access to Mythos - whose existence was first revealed in a leak - sinc...
Anthropic's tightly controlled rollout of Claude Mythos has taken an awkward turn. After spending weeks insisting the AI model is so capable at cybersecurity that it is too dangerous to release publicly, it appears the model fell into the wrong hands anyway. According to Bloomberg , a "small group of unauthorized users" has had access to Mythos - whose existence was first revealed in a leak - since the day Anthropic announced plans to offer it to a select group of companies for testing. Anthropic says it is investigating. That's a rough look for a company that has built its brand on taking AI safety seriously while touting the cybersecurity … Read the full story at The Verge.
Deejpilot Marking another step in its international expansion, Robinhood Markets ( HOOD ) has received in-principle approval (IPA) from the Monetary Authority of Singapore (MAS) to offer brokerage services, the company said Thursday. "Singapore’s world-class regulatory environment, high rates of digital adoption, and growing population of retail investors make it the ideal hub for our mission," sa...
Deejpilot Marking another step in its international expansion, Robinhood Markets ( HOOD ) has received in-principle approval (IPA) from the Monetary Authority of Singapore (MAS) to offer brokerage services, the company said Thursday. "Singapore’s world-class regulatory environment, high rates of digital adoption, and growing population of retail investors make it the ideal hub for our mission," said Patrick Chan, head of Asia for Robinhood. An IPA indicates that the MAS may issue a license to the applicant, Robinhood Singapore Pte, once certain specified conditions are fulfilled and assuming there are no material adverse developments affecting the applicant. The IPA puts Robinhood on the path to offering a comprehensive range of brokerage services in Singapore, including the trading of securities, exchange-traded derivatives, custody, product financing, and collective investment funds. Singapore is Robinhood's ( HOOD ) Asia-Pacific headquarters, supporting its goal of becoming the world's leading financial ecosystem, the company said. Robinhood ( HOOD ) stock dropped 5.9% in afternoon trading during a session where brokerage, fintech, and many big tech stocks are declining. The Global X FinTech ETF ( FINX ) fell 4.3%. By contrast, the S&P 500 Index is only down 0.5%. More on Robinhood Markets Robinhood: Multiple Expansion Ahead As New Catalysts Hit Robinhood: 'Buy' The Dip While Assets Keep Growing Robinhood: Best In Class Innovation And Profit Engine (Rating Upgrade) Robinhood Ventures fund invests $75M in OpenAI Affirm soars on top pick status; Robinhood, SoFi also climb
Tesla (Nasdaq: TSLA), Elon Musk's automotive and clean energy company, reported the financial results for the first quarter of 2026 on Apr. 22. The company reported revenue of $22.39 billion in Q1 2026, missing the estimated figure of $22.71 billion. But earnings per share (EPS) ...
Tesla (Nasdaq: TSLA), Elon Musk's automotive and clean energy company, reported the financial results for the first quarter of 2026 on Apr. 22. The company reported revenue of $22.39 billion in Q1 2026, missing the estimated figure of $22.71 billion. But earnings per share (EPS) ...
The overall brick-and-mortar retail sector is hyper-competitive. The businesses with a highly regarded brand and significant scale are the ones that have achieved durable success. Costco (NASDAQ: COST) is one of these companies. Its shares have generated a total return of 688% in the past 10 years (as of April 22). But they've had a hard time establishing a new peak. This retail stock is trading a...
The overall brick-and-mortar retail sector is hyper-competitive. The businesses with a highly regarded brand and significant scale are the ones that have achieved durable success. Costco (NASDAQ: COST) is one of these companies. Its shares have generated a total return of 688% in the past 10 years (as of April 22). But they've had a hard time establishing a new peak. This retail stock is trading almost 7% off its all-time record from February 2025. Investors might view this situation as a reason to look closely at this opportunity. Could buying Costco shares now set you up for life? Continue reading
President Donald Trump plans to host another private event for top holders of his meme coin, but the grand functions aren’t sending the $TRUMP digital token to new highs — and the ethical concerns aren’t going away.
President Donald Trump plans to host another private event for top holders of his meme coin, but the grand functions aren’t sending the $TRUMP digital token to new highs — and the ethical concerns aren’t going away.
Tippapatt/iStock via Getty Images Since the start of 2026, the entire software industry has been turned upside down by the threat of AI. Software stocks have gone from being the hottest, highest-multiple growth stocks in the post-COVID era to the deep value plays that seemingly no investor wants to touch. Small- and mid-cap stocks have seen a disproportionate amount of the pain, and this has left ...
Tippapatt/iStock via Getty Images Since the start of 2026, the entire software industry has been turned upside down by the threat of AI. Software stocks have gone from being the hottest, highest-multiple growth stocks in the post-COVID era to the deep value plays that seemingly no investor wants to touch. Small- and mid-cap stocks have seen a disproportionate amount of the pain, and this has left Kaltura, Inc. ( KLTR ), a video content management platform, down ~20% since January and down ~40% over the past year. The question for investors now is, is Kaltura beyond saving? Data by YCharts I last wrote a "Buy" opinion on Kaltura in November, when the stock was trading closer to $1.80 per share. Needless to say, performance in the stock since then has been frustrating. While I think the overall SaaSpocalypse narrative is overblown, it does force us to take a fresh look at every software name. Unfortunately, most catalysts have moved in a negative direction for the company. Growth trends have worsened, and while the stock remains ultra-cheap to counterbalance its risks, it's now joined in the value pile by dozens of higher-quality, faster-growing software businesses. Kaltura is no longer a rare value gem, and with that in mind, I'm dropping my rating on the stock to "N eutral." At current share prices, I see a more balanced bull and bear case for the company. On the bright side for Kaltura: Video content continues to enjoy rising popularity. Kaltura's core focus on video content enjoys secular tailwinds. It's becoming clear, especially with the growing popularity of the likes of TikTok, that brands need to have a concise short-form video strategy to capture consumers' attention, and Kaltura's technology fills that need nicely. Increasing efficiency. Even amid top-line softness, Kaltura has boosted its adjusted EBITDA margins, and it has ambitions to return to double-digit revenue growth and achieve a "Rule of 30" growth/profitability balance by FY28. At the same time, ...
Sashkinw/iStock via Getty Images For years now, the dominant theme in equity markets has been the so-called “AI trade.” Beyond the hyper-scalers and the big chip makers, investors seem to be constantly on the lookout for myriad ways to milk this trade for all its worth. Thus, we get so-called second- and third-derivatives of this theme. One such company that belongs in this latter sort of category...
Sashkinw/iStock via Getty Images For years now, the dominant theme in equity markets has been the so-called “AI trade.” Beyond the hyper-scalers and the big chip makers, investors seem to be constantly on the lookout for myriad ways to milk this trade for all its worth. Thus, we get so-called second- and third-derivatives of this theme. One such company that belongs in this latter sort of category is Credo Technology Group ( CRDO ). In this article, I will evaluate the potential opportunity CRDO offers investors at current prices. It will be my contention that the risk-reward ratio here is significantly skewed to the downside and that long-term investors should veer far away from this one. Business Overview To begin, let’s remind ourselves of some of the key facets of Credo’s operations. Credo is in the business of selling the cables that connect computers within data centers. In the latest 10-Q , they describe their business as follows: “The Company’s mission is to transform connectivity at scale through fast, reliable and energy-efficient system solutions. The Company’s highspeed copper and optical interconnect products deliver industry-leading power and performance at up to 1.6T to meet the ever-expanding data infrastructure demands of AI. The Company’s product portfolio includes ZeroFlap (ZF) Active Electrical Cables (AECs) and ZF optical transceivers, OmniConnect memory solutions and a suite of retimers and DSPs for optical and copper Ethernet and PCIe, all leveraging the Company’s PILOT diagnostic and analytics software platform. The Company’s innovations enable our customers to connect the systems that connect the world.” Credo has been thought of primarily as a leading copper cabling provider, with its flagship Active Electrical Cables (AECs). Copper has numerous benefits, several of which Broadcom CEO Hock Tan highlighted in Broadcom’s most recent earnings call : “…you really want to connect XPUs to XPUs directly where you can. And the best way to do that i...
College affordability issues and tech layoffs have boosted interest in the skilled trades, but “blue-collar work isn’t necessarily insulated from other market forces.”
College affordability issues and tech layoffs have boosted interest in the skilled trades, but “blue-collar work isn’t necessarily insulated from other market forces.”
peshkov The longer oil prices remain elevated, the more protracted the recent stock market correction will become, according to Jurrien Timmer, director of global macro at Fidelity. With crude oil prices ( CO1:COM ), ( CL1:COM ) currently driving equities ( SP500 ), ( DJI ), ( COMP:IND ), the strategist examined historical oil shocks to assess where markets may be headed. “The 1990 Gulf War took o...
peshkov The longer oil prices remain elevated, the more protracted the recent stock market correction will become, according to Jurrien Timmer, director of global macro at Fidelity. With crude oil prices ( CO1:COM ), ( CL1:COM ) currently driving equities ( SP500 ), ( DJI ), ( COMP:IND ), the strategist examined historical oil shocks to assess where markets may be headed. “The 1990 Gulf War took oil prices from $41 to $100 (in today’s dollars) was short-lived and caused only a brief 19% drawdown in the P/E ratio,” he said. Inflation-adjusted crude oil prices (FMRCo, Bloomberg) Timmer noted that markets today are pricing in a similar outcome, and now that the rebound is complete, “we will need to see the narrative continue for the gains to be justified.” The director contrasted this with the 2022 post-COVID inflation spike, when oil prices rose from $79 to $136 in today’s dollars. Inflation-adjusted crude oil prices (FMRCo, Bloomberg) “That oil shock lasted longer and partly as a result, so did the correction in equities,” the director noted, adding there was more going on, “including a massive Fed cycle and a generational reset in bond yields ( US10Y ), ( US2Y ), ( US30Y ).” The key takeaway for investors is that the duration of elevated oil prices will determine the severity of any market correction, according to Timmer. More on oil and the markets Oil Up, S&P 500 Up WTI Crude Oil At Risk Of Mean Reversion Decline Below $102.25 After 5% Spike Commodities: Oil Moves Higher As Peace Talks Look Shaky Trump instructs to ‘shoot and kill’ any boat putting mines in the Strait of Hormuz Markets in denial as energy crisis risks hard stop to global economy, warns David Roche—CNBC interview
hapabapa Palo Alto Networks ( PANW ) reversed course to enter the red territory on Thursday after gaining for six straight sessions. The company lost 6.18% to trade at $170 during afternoon trading. Palo Alto soared in the previous two sessions, closing +3.18% and +3.57%. Between April 15 and April 22, the stock has added more than 10%. Last week, Wedbush named PANW among its favorites in the cybe...
hapabapa Palo Alto Networks ( PANW ) reversed course to enter the red territory on Thursday after gaining for six straight sessions. The company lost 6.18% to trade at $170 during afternoon trading. Palo Alto soared in the previous two sessions, closing +3.18% and +3.57%. Between April 15 and April 22, the stock has added more than 10%. Last week, Wedbush named PANW among its favorites in the cybersecurity industry alongside CrowdStrike ( CRWD ), Zscaler ( ZS ), Check Point Software ( CHKP ), and Rubrik ( RBRK ). As per Seeking Alpha’s quant rating, the stock has a Hold rating with a score of 2.80 out of 5. PANW has been rated an A for profitability but a D- for valuation. Seeking Alpha analysts also rated it as Hold. Wall Street analysts, on the other hand, had a Buy call on the stock. Earlier this month, Anthropic announced that it had partnered with Palo Alto Networks ( PANW ), among other companies, for its newly revealed Project Glasswing, a cybersecurity initiative that will be built with the capabilities of its most powerful model, Claude Mythos Preview. Seeking Alpha analyst JR Research upgraded the stock to Buy from Hold following this, arguing that the stock remains resilient amid software sector selloffs as the market worries about Anthropic Mythos AI model's capabilities. “PANW’s platformization drive, including next-gen security ARR surpassing $6.3B and >50% growth guidance, underpins robust forward growth expectations,” the analyst added. More on Palo Alto Networks Palo Alto Networks: The Market Is Getting This Wrong Again (Upgrade) Palo Alto Networks: AI Threat Is Real Palo Alto Networks: Platform And Hardware Strength To Face AI Disruption CrowdStrike among favorites; 'turbulent' week ahead for markets: Wedbush CrowdStrike, Palo Alto jump on board to enhance security for AI era under Project Glasswing
MSFT Plans First Voluntary Buyout In 51-Year History; Gates Foundation To Slash 20% Of Staff Summary: First CNBC reports MSFT's first-ever Voluntary Buyout in 51-Year Company History, Then a report by BBG on Meta planning 10% Workforce Cut, All Within Hours To note : Reuters First reported Meta's 10% cut late last week ( report ) Meta Layoffs First, Microsoft unveiled a voluntary buyout program, a...
MSFT Plans First Voluntary Buyout In 51-Year History; Gates Foundation To Slash 20% Of Staff Summary: First CNBC reports MSFT's first-ever Voluntary Buyout in 51-Year Company History, Then a report by BBG on Meta planning 10% Workforce Cut, All Within Hours To note : Reuters First reported Meta's 10% cut late last week ( report ) Meta Layoffs First, Microsoft unveiled a voluntary buyout program, a move that could incentivize thousands of employees to leave. Now, Meta Platforms has reportedly followed with plans to cut 10% of its workforce. Taken together, today's back-to-back announcements suggest that as Big Tech continues to spend aggressively on AI infrastructure and data center buildouts, management teams are trimming excess fat to reallocate capital toward the AI race. Bloomberg reports that Meta plans to reduce its workforce by 10%, or roughly 8,000 employees, and leave 6,000 open roles unfilled. The layoffs are expected to occur on May 20. Meta had nearly 79,000 employees at the end of last year, according to Bloomberg data. The outlet cited an internal memo written by Janelle Gale, chief people officer, in which she said, "We're doing this as part of our continued effort to run the company more efficiently and to allow us to offset other investments we're making." Meta shares are flat on the year but in-line in seasonal trends. "I know this is unwelcome news , and confirming it puts everyone in an uneasy state, but we feel this is the best path forward, given the circumstances," Gale wrote. Reuters first reported last week that Meta planned to cut 10% of its workforce ( read here ). MSFT Plans First Voluntary Buyout In 51-Year History; Gates Foundation To Slash 20% Of Staff Until early April, Microsoft shares were on track for their worst start to a year in Bloomberg data going back to 1997. Then, in late March, The Information reported that the tech giant had imposed a hiring freeze across parts of its cloud and sales divisions. Now, in yet another sign of ...