Explore the exciting world of Globant (NYSE: GLOB) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of April 8, 2026. The video was published on June 9, 2026. Continue reading
Explore the exciting world of Globant (NYSE: GLOB) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of April 8, 2026. The video was published on June 9, 2026. Continue reading
The Teralynx launch gives Marvell a product-level AI networking catalyst, with custom silicon revenue now central to whether data center growth can support the stock’s higher expectations.
The Teralynx launch gives Marvell a product-level AI networking catalyst, with custom silicon revenue now central to whether data center growth can support the stock’s higher expectations.
Marvell Technology (NASDAQ:MRVL), provides data infrastructure semiconductor solutions from data center core to network edge. The stock closed at $290.79, up 32.52%, after endorsements from Nvidia’s CEO and Marvell’s new AI-focused Teralynx T100 switch left investors watching how
Marvell Technology (NASDAQ:MRVL), provides data infrastructure semiconductor solutions from data center core to network edge. The stock closed at $290.79, up 32.52%, after endorsements from Nvidia’s CEO and Marvell’s new AI-focused Teralynx T100 switch left investors watching how
hapabapa/iStock Editorial via Getty Images I have been writing about structural flaws in AI bull theses. Nvidia at $5 trillion needs a power grid that doesn’t exist. SpaceX, at $1.75 trillion, has a lack of shareholder input and is bailing out xAI. Palantir Technologies Inc. ( PLTR ) at $369 billion needs something even harder to find. It needs to become a line item in the federal budget. The Reve...
hapabapa/iStock Editorial via Getty Images I have been writing about structural flaws in AI bull theses. Nvidia at $5 trillion needs a power grid that doesn’t exist. SpaceX, at $1.75 trillion, has a lack of shareholder input and is bailing out xAI. Palantir Technologies Inc. ( PLTR ) at $369 billion needs something even harder to find. It needs to become a line item in the federal budget. The Reverse-DCF Nobody Wants To Run PLTR closed at $160.65 on June 1, 2026. Market capitalization stood at roughly $369 billion. Reverse-DCF the equity value with a 10% cost of equity and a 3% terminal growth rate. The math is straightforward and unforgiving. $369B x (10%-3%) = $25.8 billion of steady-state free cash flow per year. Now translate $25.8 billion of free cash flow required at various margin profiles: At a 30% FCF margin: $86 billion of revenue. At a 25% FCF margin: $103 billion of revenue. At a 20% FCF margin: $129 billion of revenue. Palantir’s TTM revenue is $5.2 billion. So the implied growth multiple to justify the current price is somewhere between 17x and 25x. That alone should give you pause. The harder question is: 17x to 25x growth from what base, into which buyers? The Federal Budget Arithmetic Per Palantir’s Q1 2026 10-Q , the revenue mix breaks out as: US Gov’t: $687 million (42%). Int’l Gov’t: $172 million (10%). US Commercial: $595 million (36%). Int’l Commercial: $179 million (11%). The government is 53% of the business. Hold that mix constant at maturity, and the $103 billion margin scenario requires $55 billion in government revenue. $44 billion of that in US government revenue (at the current 80/20 US-to-international gov split). Now look at what the US Government actually spends on IT. Per the DoW FY 2026 IT and Cyberspace Activities budget overview, the entire Department of War’s IT budget is $66.1 billion. Total federal IT spending across all agencies is approximately $136 billion, although OMB sunsetted itdashboard.gov in April 2026, so the offici...
Microsoft's Build developer conference kicked off today , and as with almost everything the company has done in the last few years, Microsoft's opening keynote focused overwhelmingly on AI and other closely related technologies. There's Microsoft Scout , an OpenClaw-based "Autopilot" agent that can hook into Microsoft 365 data to perform tasks for users; several new AI models ; an expanded preview...
Microsoft's Build developer conference kicked off today , and as with almost everything the company has done in the last few years, Microsoft's opening keynote focused overwhelmingly on AI and other closely related technologies. There's Microsoft Scout , an OpenClaw-based "Autopilot" agent that can hook into Microsoft 365 data to perform tasks for users; several new AI models ; an expanded preview of " Codename MDASH ," which is a "multi-model agentic scanning system" meant to detect and fix software vulnerabilities. A few of those announcements stood out to us as particularly interesting, either for esoteric technical reasons or because they seem like they may have some utility for those who aren't spending their every waking moment using generative AI tools. (Microsoft's recent efforts to make its flagship operating system faster, more reliable, more useful, and less annoying didn't really come up, but there have been plenty of other announcements on that front lately .) On the hardware front, we didn't get any updates for existing Surface devices (not counting yesterday's Surface Laptop Ultra announcement), but we did get something new: the Surface RTX Spark Dev Box is "a compact developer PC" built around Nvidia's new RTX Spark chip with up to 128GB of built-in memory. Read full article Comments
"The Value Didn't Arrive": Bain Finds Cost-Savings From AI Are Falling Far Short Of Projections Now that attention within the AI revolution has one again firmly turned toward the cost-benefit equation (i..e., ROI) of tokens (see " From Singularity To Tokenomics: The AI Narrative Just Hit A Serious Snag ") in particular, and the trillions behind the AI spending rollout in general, and we say once a...
"The Value Didn't Arrive": Bain Finds Cost-Savings From AI Are Falling Far Short Of Projections Now that attention within the AI revolution has one again firmly turned toward the cost-benefit equation (i..e., ROI) of tokens (see " From Singularity To Tokenomics: The AI Narrative Just Hit A Serious Snag ") in particular, and the trillions behind the AI spending rollout in general, and we say once again because every few months we get some iteration of the following report from Goldman published almost two years ago today... ... we have more bad news: according to a global survey by Bain, cost savings from automation are broadly falling short of projections. Which means that those expecting big savings from their investments in artificial intelligence, which is most companies, will be disappointed. The missed targets “should be making executives uncomfortable,” since many of them are approving increased spending for artificial intelligence on the basis of expected savings , the consulting firm said in a report shared exclusively with Bloomberg News . The problem is there are little actual savings to speak of. The survey, completed in April, was based on responses from executives at 951 companies with more than $100 million in revenue, across nine sectors: retail, technology, advanced manufacturing, healthcare, consumer products, energy, financial services, telecom/media/entertainment and insurance. It found that among companies measuring their AI cost savings, the largest share (40%) realized reductions of 10% or less . Predictably, most had been expecting to see far more meaningful improvement, especially since they spent far more than that on the new technology. Here’s the part that Bain found the most troubling: 44% of large companies that are funding their next wave of AI spending are basing those investments on the last round of savings - savings that haven’t yet materialized. “The prior wave underdelivered. The savings pool is smaller than assumed,” Bain warned....
Oli Scarff/Getty Images News BP ( BP ) held advanced talks in recent weeks to sell its U.K. North Sea assets to Ithaca Energy ( ITHLF ) in a deal worth nearly £2B (~$2.7B), the Financial Times reported Tuesday; the talks failed but BP is still exploring a deal and may pursue a transaction with other competitors, the report said. While BP has operated in the North Sea for 60 years and remains one...
Oli Scarff/Getty Images News BP ( BP ) held advanced talks in recent weeks to sell its U.K. North Sea assets to Ithaca Energy ( ITHLF ) in a deal worth nearly £2B (~$2.7B), the Financial Times reported Tuesday; the talks failed but BP is still exploring a deal and may pursue a transaction with other competitors, the report said. While BP has operated in the North Sea for 60 years and remains one of the biggest players in the basin, its fields in the U.K. account for only ~120K bbl/day out of the company's 2.3M bbl/day of total production. New BP ( BP ) CEO Meg O'Neill said shortly after she started her role in April that she saw "untapped potential" in the U.K. North Sea but also warned against further windfall taxes on the sector. BP ( BP ) is reorganizing into two main business units and considering a swath of sales across its sprawling portfolio of businesses, including some of its gasoline station networks and renewable energy businesses. More on BP Wall Street Lunch: BP Slips After Ousting Chairman Albert Manifold Over Governance Concerns BP: Risks Are Now To The Upside BP: The Market Still Underestimates This Turnaround
A technical blunder that caused the Education Bureau to send school allocation messages with the wrong details is more than an embarrassing administrative mishap. It is a reminder that in a city that prides itself on efficiency, digital readiness and smart governance, the smallest system failures can carry outsized reputational costs. Parents were understandably confused when they prematurely rece...
A technical blunder that caused the Education Bureau to send school allocation messages with the wrong details is more than an embarrassing administrative mishap. It is a reminder that in a city that prides itself on efficiency, digital readiness and smart governance, the smallest system failures can carry outsized reputational costs. Parents were understandably confused when they prematurely received SMS messages with the correct school choices but the wrong calendar year on Tuesday morning....