For recent college graduates, the unemployment rate is reaching recession levels. But you shouldn’t blame AI, says Bloomberg Opinion columnist and economist Allison Schrager. (Source: Bloomberg)
For recent college graduates, the unemployment rate is reaching recession levels. But you shouldn’t blame AI, says Bloomberg Opinion columnist and economist Allison Schrager. (Source: Bloomberg)
A familiar trend is set to dominate Europe’s batch of initial public offerings over the coming weeks: companies benefiting from higher defense spending by the continent’s governments. Stocks across military communications and equipment will add to the standout theme of the continent’s equity fundraising markets this year. Tankmaker KNDS NV is considering launching a multibillion euro offering as s...
A familiar trend is set to dominate Europe’s batch of initial public offerings over the coming weeks: companies benefiting from higher defense spending by the continent’s governments. Stocks across military communications and equipment will add to the standout theme of the continent’s equity fundraising markets this year. Tankmaker KNDS NV is considering launching a multibillion euro offering as soon as this month , while thinly traded satellite maker OHB SE is also said to eye June for a “ re-IPO ” that could raise more than €1 billion ($1.2 billion), Bloomberg News has reported. Military antenna maker Smag Mobile Antenna Masts GmbH , is said to mull launching its Frankfurt IPO as soon as the coming months . Meanwhile, Finland’s Savox Communications , a provider of tactical communication devices, is set to start trading on June 18, it said in a filing on Monday. The prospect of lower valuations may entice investors to take part in the offerings. Stocks in the industry rallied at the start of this year, but have since lost steam . A basket of European defense stocks selected by Goldman Sachs Group Inc. is trading 20% lower than its peak at the start of this year. Some investors looking at European defense “might have previously been on the sidelines thinking ‘this is too expensive,’” Silvia Viviano , head of equity capital markets at UniCredit SpA, said. “The fact that defense and aerospace valuations have come down probably gives them an opportunity now to invest.” The defense theme has been led by ammunition maker CSG NV , which in January held the largest defense IPO to date. Other firms like Vincorion SE , a German supplier of power systems for military vehicles including KNDS’s Leopard 2 battle tank, and submarine parts supplier Gabler Group AG have also gone public this year. They’re pressing on with their preparations even as the market’s focus turns to SpaceX’s $75 billion US listing for the next few days, with OHB and KNDS considering launching their own of...
Sandisk (NASDAQ: SNDK) stock got caught up in an epic sell-off last week as semiconductor stocks lost $1 trillion in market capitalization. Sandisk crashed 11.4% Friday -- but today it's bouncing back. Shares of the NAND memory chips manufacturer gained 4.6% through 9:40 a.m. ET Monday, and investors can thank Nvidia (NASDAQ: NVDA) CEO Jensen Huang for this. Huang says we are still just at "the ou...
Sandisk (NASDAQ: SNDK) stock got caught up in an epic sell-off last week as semiconductor stocks lost $1 trillion in market capitalization. Sandisk crashed 11.4% Friday -- but today it's bouncing back. Shares of the NAND memory chips manufacturer gained 4.6% through 9:40 a.m. ET Monday, and investors can thank Nvidia (NASDAQ: NVDA) CEO Jensen Huang for this. Huang says we are still just at "the outset of the AI revolution," which has more room to run. Image source: Getty Images. Continue reading
At $100.39, CoreWeave (NASDAQ:CRWV) is a hold. The stock has shed 27.24% in a month while investors debate a core question: can the company convert a $99.4 billion backlog into cash before the debt math turns ugly. CoreWeave operates a specialized GPU cloud for AI training and inference, positioned between hyperscalers like Microsoft and Meta ... Buy, Sell, or Hold: CoreWeave at $100
At $100.39, CoreWeave (NASDAQ:CRWV) is a hold. The stock has shed 27.24% in a month while investors debate a core question: can the company convert a $99.4 billion backlog into cash before the debt math turns ugly. CoreWeave operates a specialized GPU cloud for AI training and inference, positioned between hyperscalers like Microsoft and Meta ... Buy, Sell, or Hold: CoreWeave at $100
Dilok Klaisataporn/iStock via Getty Images Starting a war is easy; ending one is hard. That simple calculus is increasingly resonating in financial markets as the backlash from the Middle East conflict persists and evolves. The economic effects have varied, but the recent optimism that the US would remain largely insulated is fading. Markets are beginning to demand higher risk premia as compensati...
Dilok Klaisataporn/iStock via Getty Images Starting a war is easy; ending one is hard. That simple calculus is increasingly resonating in financial markets as the backlash from the Middle East conflict persists and evolves. The economic effects have varied, but the recent optimism that the US would remain largely insulated is fading. Markets are beginning to demand higher risk premia as compensation. The latest sign that ending the conflict will be messy and take longer than expected came on Sunday, when Iran and Israel resumed fighting —exchanging missile strikes for the first time since the April cease-fire. President Trump said he would demand that Israel not retaliate, but that effort has failed as renewed fighting continues into Monday. As the Times of Israel reports: “The Israeli military says it is prepared for at least a few more days of fighting against Iran, and potentially a full resumption of the war.” Unsurprisingly, oil prices spiked, rising 4% in early Monday trading. Crude remains below its peak since the war began on Feb. 28, but a return to pre-war prices looks unlikely anytime soon. The renewed conflict between Iran and Israel may not be shocking, nor is it likely to radically shift expectations relative to recent history. But this hydra-headed conflict has momentum on multiple fronts, suggesting that the crisis, even if it doesn’t deepen, will endure in one form or another. The macro risk, as a result, is becoming chronic rather than acute. Depending on one’s view, markets have developed either a degree of acceptance or complacency about the conflict and its macroeconomic implications. Christopher Smart, a former trade adviser and Treasury official in the Obama administration, noted last week: “With every passing day, the world is learning to live without the Gulf’s seaborne exports.” True—but that tolerance has always been precarious, built on the assumption that normalcy in the Middle East would soon return. As the crisis drags on, the logic be...
Duolingo (NASDAQ: DUOL) is proof that a business can have solid fundamentals but a waning stock price. The green bird hasn't fared well with its 38% year-to-date decline, but the edtech company presents a compelling opportunity. All of the right numbers continue to trend upward, and that should eventually reflect on the stock price, which trades at a 15.7 forward price-to-earnings (P/E) ratio . Im...
Duolingo (NASDAQ: DUOL) is proof that a business can have solid fundamentals but a waning stock price. The green bird hasn't fared well with its 38% year-to-date decline, but the edtech company presents a compelling opportunity. All of the right numbers continue to trend upward, and that should eventually reflect on the stock price, which trades at a 15.7 forward price-to-earnings (P/E) ratio . Image source: Getty Images. Continue reading
Apple stock was higher Monday morning as Wall Street waited for the Worldwide Developers Conference to begin. Shares were rising 1.1% to $310.84. The stock has now gained 15% this year and 55% over the past 12 months.
Apple stock was higher Monday morning as Wall Street waited for the Worldwide Developers Conference to begin. Shares were rising 1.1% to $310.84. The stock has now gained 15% this year and 55% over the past 12 months.
The Hong Kong Stock Exchange. Photo: VCG Technology startups have become the dominant force in Hong Kong’s initial public offering market in 2026, marking a sharp shift from 2025, when listings were led mainly by dual-listed companies. The revival of technology listings — particularly in artificial intelligence and advanced manufacturing — underscores Hong Kong’s effort to reclaim its role as a ke...
The Hong Kong Stock Exchange. Photo: VCG Technology startups have become the dominant force in Hong Kong’s initial public offering market in 2026, marking a sharp shift from 2025, when listings were led mainly by dual-listed companies. The revival of technology listings — particularly in artificial intelligence and advanced manufacturing — underscores Hong Kong’s effort to reclaim its role as a key gateway for international capital, as its IPO investor base becomes less reliant on U.S. buyers.
Keir Starmer says he will fight on as prime minister, but behind the scenes he is said to be thinking about his legacy. He’s talking this week about tech companies and the shape of a social media ban, but he is also focussed on resetting the UK’s relations with EU and defence. Pippa and Kiran discuss what his legacy might be and the role Andy Burnham has to play Continue reading...
Keir Starmer says he will fight on as prime minister, but behind the scenes he is said to be thinking about his legacy. He’s talking this week about tech companies and the shape of a social media ban, but he is also focussed on resetting the UK’s relations with EU and defence. Pippa and Kiran discuss what his legacy might be and the role Andy Burnham has to play Continue reading...
The Alerian MLP ETF (NYSEMKT:AMLP) provides high dividend yields through a concentrated midstream portfolio, while the Global X - MLP & Energy Infrastructure ETF (NYSEMKT:MLPX) offers lower costs and broader energy infrastructure exposure. Energy infrastructure investments often focus on master limited partnerships (MLPs) that transport and store oil and gas. While AMLP concentrates specifically o...
The Alerian MLP ETF (NYSEMKT:AMLP) provides high dividend yields through a concentrated midstream portfolio, while the Global X - MLP & Energy Infrastructure ETF (NYSEMKT:MLPX) offers lower costs and broader energy infrastructure exposure. Energy infrastructure investments often focus on master limited partnerships (MLPs) that transport and store oil and gas. While AMLP concentrates specifically on these tax-advantaged structures, MLPX blends MLPs with general energy infrastructure corporations, resulting in distinct risk-reward profiles and tax considerations for income-seeking investors. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
Investing.com -- Google has reportedly ordered more than three million tensor processing units from Intel for production in 2028, The Information reported Monday. The report cited people with direct knowledge of the discussions between Alphabet's Google and Intel.
Investing.com -- Google has reportedly ordered more than three million tensor processing units from Intel for production in 2028, The Information reported Monday. The report cited people with direct knowledge of the discussions between Alphabet's Google and Intel.