Renting out artificial intelligence (AI) computing power to businesses hungry for GPUs has become one of Wall Street’s most closely watched new investment themes. This emerging class of winners sits at the center of the AI build-out, benefiting from surging demand for compute infrastructure as companies race to train and deploy increasingly large models. AI researcher-turned-investor Leopold Asche...
Renting out artificial intelligence (AI) computing power to businesses hungry for GPUs has become one of Wall Street’s most closely watched new investment themes. This emerging class of winners sits at the center of the AI build-out, benefiting from surging demand for compute infrastructure as companies race to train and deploy increasingly large models. AI researcher-turned-investor Leopold Aschenbrenner’s Situational Awareness Fund disclosed a 5.6% stake in one of the hottest AI-infrastructure companies, Nebius Group (NBIS +8.53%), a company where Nvidia (NVDA +0.80%) will also invest $2 billion by 2030. Image source: Getty Images. Wall Street’s appetite for AI infrastructure grows On May 13, Nebius reported a 684% increase in first-quarter revenue on a year-over-year basis. However, investors did not expect the 43% and 50% positive surprises in EBITDA and adjusted EPS, respectively. The market duly responded with a 24% rise in Nebius’ stock price over the next couple of days. Yesterday’s disclosure by the $13.7 billion Situational Awareness Fund has only poured more fuel on Wall Street’s growing appetite for AI infrastructure stocks. Leopold Aschenbrenner, a former researcher at OpenAI, gained widespread attention in 2024 when he published a 165-page essay titled Situational Awareness: The Decade Ahead, where he argues that artificial general intelligence (AGI) would arrive sooner than almost everyone expected and has geopolitical implications. However, his rising status as an investor may prove to be equally important as his prediction. Despite having no formal investing experience, the 25-year-old launched a fund last year bearing the same name as his essay, quickly attracting significant investor inflows. The development signals that those once closest to the AI revolution on the technological side of things are now proactively placing their capital behind the technological infrastructure that will drive it. In short, the AI trade is evolving from speculation ...
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) could be heading toward one of the most consequential strategic questions in Elon Musk's corporate empire, as early SpaceX investor Peter Diamandis said a post-IPO merger between SpaceX and Tesla may be only a matter of timing. Speaking on Bloomberg Television, Diamandis said he sees the potential combination not as a question of whethe...
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) could be heading toward one of the most consequential strategic questions in Elon Musk's corporate empire, as early SpaceX investor Peter Diamandis said a post-IPO merger between SpaceX and Tesla may be only a matter of timing. Speaking on Bloomberg Television, Diamandis said he sees the potential combination not as a question of whether it happens, but when, pointing to Musk's possible desire to consolidate control across his companies. The core issue for investors is control. Diamandis argued that a merger could make sense because Musk holds super voting rights at SpaceX, where he had 85.1% control before the IPO filing, but does not have the same structure at publicly traded Tesla. That contrast matters because Musk has faced shareholder challenges at Tesla tied to governance and compensation, while SpaceX is headed for a June IPO that could possibly become the biggest ever. The strategic case could stretch beyond governance. A combined company would bring together Tesla's ground-based vehicle fleet with SpaceX's space infrastructure, including Starship, potentially giving Musk the ability to operate across Cybercab robotaxis, Tesla vehicles with compute and power capability, and broader infrastructure on the ground and in space. Bloomberg reported that Musk previously held talks about such a transaction before SpaceX's combination with xAI, while Diamandis said he spoke with Musk broadly about the idea in both January and March.
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: Strategas ETF Strategist Todd Sohn, TMX VettaFi Head of Sector & Industry Research Roxanna Islam, AdvisorShares CIO & Portfolio Manager Dan Ahrens, and PIMCO Head of Leveraged Finance David Forgash. (Source: Bloomberg)
"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: Strategas ETF Strategist Todd Sohn, TMX VettaFi Head of Sector & Industry Research Roxanna Islam, AdvisorShares CIO & Portfolio Manager Dan Ahrens, and PIMCO Head of Leveraged Finance David Forgash. (Source: Bloomberg)
With the Trump administration reportedly discussing potential funding deals with drone companies, Wall Street analysts think names like Unusual Machines and Motorola Solutions are most likely to benefit. Drone stocks surged on Thursday after The Wall Street Journal reported , citing people familiar with the matter, that the Pentagon has held talks with a group of drone companies. The Journal repor...
With the Trump administration reportedly discussing potential funding deals with drone companies, Wall Street analysts think names like Unusual Machines and Motorola Solutions are most likely to benefit. Drone stocks surged on Thursday after The Wall Street Journal reported , citing people familiar with the matter, that the Pentagon has held talks with a group of drone companies. The Journal reported that the deals could involve stakes that would award the federal government some form of ownership. In a Thursday note, Oppenheimer analyst Timothy Horan doubled his drone total addressable market for 2027 to $140 billion from $70 billion. Advancements in artificial intelligence are also setting up a new leg of growth for the drone market. In March, Barclays analyst Zornitsa Todorova called drones a physical embodiment of AI. Wall Street's favorite drone plays In another note from March, analysts at Canaccord Genuity wrote the Iran war's impact will likely favor makers of both tactical drones and counter-unmanned aerial systems. Specifically, AeroVironment would be a particular beneficiary, the firm said. Canaccord Genuity analyst Austin Moeller also wrote that AeroVironment and Kratos are the best-positioned stocks in the market for one-way attack and attritable drones, or ones that are reusable but cheap enough they can be lost in combat. Roth Capital Partners also sees Unusual Machines gaining as the U.S. continues investing in its domestic drone push. Earlier this month, the investment firm initiated coverage of the drone components maker at a buy rating. "The U.S. drone components market benefits from strong regulatory support forcing the establishment of a domestic supply chain," Roth analyst Craig Irwin wrote. "As a diversified supplier and low-cost producer, UMAC is well positioned." Shares of Unusual Machines surged more than 60% on Thursday after the Journal reported that it is one of the companies in talks with the Pentagon. UMAC YTD mountain Unusual Machines...
IBM 近日宣布了一项雄心勃勃的计划：未来五年向量子计算领域投资超过100亿美元，目标是在2029年前建成全球首台能够稳定、无误执行复杂计算任务的大型容错量子计算机。受此消息提振，IBM股价当日上涨逾4%，并带动IonQ、D-Wave等量子计算概念股集体飙升。 这笔逾百亿美元的投资将覆盖研发、资本支出、制造能力扩张、生态合作及并购活动等多个领域。这一巨额投入紧随美国政府上周宣布的一项量子战略——以...
Tech stocks rose late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (X Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Tech stocks rose late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (X Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Beirut Rocked By Israeli Airstrikes After Month Of Quiet, 14 Dead For several days, the Israelis have been warning of new military strikes on Lebanon's capital. People have been seen flooding out of the southern suburbs which have been a historic stronghold of Hezbollah support. Amid ongoing ground fighting between IDF and Hezbollah forces in the south, Thursday finally saw heavy airstrikes on the...
Beirut Rocked By Israeli Airstrikes After Month Of Quiet, 14 Dead For several days, the Israelis have been warning of new military strikes on Lebanon's capital. People have been seen flooding out of the southern suburbs which have been a historic stronghold of Hezbollah support. Amid ongoing ground fighting between IDF and Hezbollah forces in the south, Thursday finally saw heavy airstrikes on the capital . "An Israeli strike hit a building in the southern suburbs of the Lebanese capital on Thursday, killing at least 14 people , the first strike to hit near Beirut in weeks amid a ceasefire that has failed to halt fighting between Israeli troops and Hezbollah in south Lebanon," Reuters reports. Follow-up reporting indicates the death toll across the nation amid the flare-up in bombing raids is at 16 and counting, amid emergency crews picking through the rubble : At least 16 people have been killed and 58 wounded in Israeli attacks in southern Lebanon , according to Lebanese health authorities, as Israel intensifies its assault and issues mass displacement orders across the region. Lebanon’s state-run National News Agency reported on Thursday that six of the victims belonged to the same family. They were killed in an Israeli drone strike while trying to flee at dawn along the Adloun Highway, a key route linking Sidon and Tyre, it said. Israeli strike on Tyre in southern Lebanon on Thursday, May 28, 2026. via AFP/AJ The Israeli military confirmed what it called a "precise strike" but did not initially disclose who or what it was after. Officials were later cited in Reuters as saying the target was the head of the missile division within the Imam Hussein Division, a paramilitary group which is closely aligned with Hezbollah and Iran . The man was identified as Ali Al-Husseini. Reuters underscores that it has been a month since Israeli airstrikes last rocked the Lebanese capital: "Apart from a strike on Beirut’s southern suburbs in early May that killed a Hezbollah comma...
adventtr/E+ via Getty Images By Elior Manier Stock markets are rallying after major diplomatic progress, as negotiators have finalized the draft of the much-anticipated US-Iran Peace Memorandum. Still, the deal is not yet official. Axios reports that while the main framework is set , final approval is needed from both President Trump, who has asked for a few more days to review the terms, and Supr...
adventtr/E+ via Getty Images By Elior Manier Stock markets are rallying after major diplomatic progress, as negotiators have finalized the draft of the much-anticipated US-Iran Peace Memorandum. Still, the deal is not yet official. Axios reports that while the main framework is set , final approval is needed from both President Trump, who has asked for a few more days to review the terms, and Supreme Leader Khamenei, before the agreement is signed. The draft shows a more balanced agreement , still tilting towards the US. The main points include keeping the Strait of Hormuz open and gradually lifting the US naval blockade over the next 30 days. The draft also calls for Iran to get rid of its highly enriched nuclear material and allows for free commercial transit in the region. In return, Iran will have key financial assets unfrozen, some economic sanctions lifted, and new systems set up for more humanitarian aid. Even with this major diplomatic breakthrough, energy markets are reacting quietly today. WTI Crude Oil is almost unchanged and remains below $90 as traders wait for clear signs that the strait will reopen. Brent crude fell sharply and is now trading close to WTI, as the international risk premium has disappeared. Daily Market Performance (14:28). May 28, 2026 – Courtesy of Finviz The tech-focused Nasdaq is rising quickly, led by gains in semiconductor and large tech companies, running for yet another all-time high, but the rise isn’t uniform, with the Dow Jones Industrial Average mostly flat. Outside of the tech sector, most of the market is quiet, as big investors wait for the final diplomatic approvals by the respective US and Iran leaders. Now, let’s take a look at the intraday charts and trading levels for the Dow Jones Industrial Average, Nasdaq Composite, and S&P 500. Current Session's Stock Heatmap Current picture for the Stock Market (14:32) – Source: TradingView – May 28, 2026 Dow Jones 4H Chart and Trading Levels Dow Jones (CFD) 4H Chart – May 28, ...
The buy button keeps calling, and the data backs it up. Palantir (NASDAQ:PLTR) stock is down 20% year to date in 2026 as of May 28, buy my conviction has only strengthened amid the drawdown. Up 7.65% on the session, PLTR stock trades near $143, far from the all-time high. Still, the single-session bounce hints ... Palantir Is Down 20% in 2026 and It’s Still My Favorite Stock Idea: Here’s Why
The buy button keeps calling, and the data backs it up. Palantir (NASDAQ:PLTR) stock is down 20% year to date in 2026 as of May 28, buy my conviction has only strengthened amid the drawdown. Up 7.65% on the session, PLTR stock trades near $143, far from the all-time high. Still, the single-session bounce hints ... Palantir Is Down 20% in 2026 and It’s Still My Favorite Stock Idea: Here’s Why
Mauricio Pochettino has held initial talks with AC Milan to become their next manager following Massimiliano Allegri's sacking. The 54-year-old Argentine is currently preparing for the World Cup with the United States, but his contract expires after the tournament and the Serie A side have an interest. Pochettino's immediate focus is on this summer's finals, which are co-hosted by the US, Canada a...
Mauricio Pochettino has held initial talks with AC Milan to become their next manager following Massimiliano Allegri's sacking. The 54-year-old Argentine is currently preparing for the World Cup with the United States, but his contract expires after the tournament and the Serie A side have an interest. Pochettino's immediate focus is on this summer's finals, which are co-hosted by the US, Canada and Mexico, but an eventual return to club football may interest the former Tottenham and Chelsea head coach. His last club spell was as Chelsea boss for the 2023-24 season, with the Blues finishing sixth in the Premier League and losing the Carabao Cup final to Liverpool. Before that he was at Paris St-Germain for a season and a half, winning the Ligue 1 title and French Cup. He also had a five-and-a-half-year spell at Tottenham and reached the 2019 Champions League final, only for Spurs to lose 2-0 to Liverpool. Pochettino, who has also managed Espanyol in Spain and Southampton, was a defender during his playing career and made 20 appearances for Argentina. AC Milan sacked Allegri earlier this week after failing to qualify for the Champions League, in a season the club's hierarchy described as an "unequivocal failure". Milan dropped from third place to fifth in Serie A after a 2-1 home defeat by Cagliari on the final day to miss out on the elite European competition for the second year in a row, although they did secure a Europa League spot.