Billionaire hedge fund manager Daniel Loeb of Third Point Management was busy making adjustments to his portfolio in Q1, trimming some positions while adding new ones. Among the stocks he bought during the period were three of my favorite artificial intelligence (AI) stocks , and they're still attractive buys right now. It has been a couple of years since Loeb had a stake in Alphabet (NASDAQ: GOOG...
Billionaire hedge fund manager Daniel Loeb of Third Point Management was busy making adjustments to his portfolio in Q1, trimming some positions while adding new ones. Among the stocks he bought during the period were three of my favorite artificial intelligence (AI) stocks , and they're still attractive buys right now. It has been a couple of years since Loeb had a stake in Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) , but he opened a new one in Q1, and it's easy to see what he may like about the stock. While it's best known for Google Search, Alphabet is the most complete AI company, having developed both top-tier AI chips and models. The company's biggest edge is arguably its Tensor Processing Units (TPUs), custom chips it began developing more than a decade ago, and which it optimized its entire ecosystem around. TPUs give it a big cost advantage when training its AI models and running inference workloads. They are also becoming a big new revenue source for Alphabet, as it is leasing them to Google Cloud clients and also sells them directly to select customers. Continue reading
What happens when Nvidia’s annual dividend suddenly exceeds The Motley Fool's original cost basis -- six times over? Plus more from this month's Mailbag.
What happens when Nvidia’s annual dividend suddenly exceeds The Motley Fool's original cost basis -- six times over? Plus more from this month's Mailbag.
In this episode of Motley Fool Rule Breaker Investing, Motley Fool co-founder David Gardner revisits the power of doing less, holding more, and letting great companies keep surprising you. He also discusses:
In this episode of Motley Fool Rule Breaker Investing, Motley Fool co-founder David Gardner revisits the power of doing less, holding more, and letting great companies keep surprising you. He also discusses:
The New York City mayor sat down with the Guardian and, using our World Cup Bracketology game , made a historic prediction for this summer • World Cup newsletter | Daily podcast | Download the app New York City Mayor Zohran Mamdani walked confidently across the City Hall lawn on Thursday, sat down, and admitted that he had not had time to do much research into who he thought was going to win this ...
The New York City mayor sat down with the Guardian and, using our World Cup Bracketology game , made a historic prediction for this summer • World Cup newsletter | Daily podcast | Download the app New York City Mayor Zohran Mamdani walked confidently across the City Hall lawn on Thursday, sat down, and admitted that he had not had time to do much research into who he thought was going to win this summer’s World Cup. On the face of it, this should come as no surprise. Mamdani oversees the municipal government of the United States’ largest city – one facing record-high rents and continued fears over ICE , and which faced a budget crunch among myriad other issues upon his election to office. Continue reading...
Bernadette Chirac, the steel-willed former first lady of France who spent 12 years at the Elysee Palace from 1995 to 2007 beside President Jacques Chirac – weathering his notorious infidelities with dry humour while building her own political power base in rural France – has died. She was 93. President Emmanuel Macron confirmed her death on Saturday, saying he and his wife Brigitte had learned wit...
Bernadette Chirac, the steel-willed former first lady of France who spent 12 years at the Elysee Palace from 1995 to 2007 beside President Jacques Chirac – weathering his notorious infidelities with dry humour while building her own political power base in rural France – has died. She was 93. President Emmanuel Macron confirmed her death on Saturday, saying he and his wife Brigitte had learned with “great sadness” of the passing of a woman who marked French history, and changed the lives of...
The International Air Transport Association (IATA) Director Willie Walsh speaks on how the cost of jet fuel will provide an incentive for refineries to increase production. (Source: Bloomberg)
The International Air Transport Association (IATA) Director Willie Walsh speaks on how the cost of jet fuel will provide an incentive for refineries to increase production. (Source: Bloomberg)
fengdr Here's a list of key deals reported across sectors this week: Mobix Labs ( MOBX ) shares rose nearly +38% premarket on Thursday as it signed a binding letter of intent to acquire Montana-based drone maker Vision Aerial. Tiderock Companies ( TDRK ) on Thursday said it had acquired commodities brokerage and exchange platform Arcata Global LLC, marking its entry into the U.S. gold mining secto...
fengdr Here's a list of key deals reported across sectors this week: Mobix Labs ( MOBX ) shares rose nearly +38% premarket on Thursday as it signed a binding letter of intent to acquire Montana-based drone maker Vision Aerial. Tiderock Companies ( TDRK ) on Thursday said it had acquired commodities brokerage and exchange platform Arcata Global LLC, marking its entry into the U.S. gold mining sector. Cloudflare ( NET ) said on Thursday it acquired VoidZero, the company behind the Vite JavaScript build tool, as it seeks to strengthen its platform for AI-assisted application development. MGM Resorts ( MGM ) jumped 15% in premarket trading on report Barry Diller is set to make an $18 billion bid for the casino giant. The amount includes debt. NCS Multistage Holding ( NCSM ) up 11% pre-market Monday after Weatherford International ( WFRD ) said it agreed to acquire the energy technology company in a deal valued at ~$151M, with stockholders electing to receive either Weatherford common shares or a combination of stock and cash. Marex Group ( MRX ) on Monday announced the acquisition of Levmet, a liquidity provider in physical and derivatives markets across base metals, ferrous metals, energy, and power. KLX Energy Services ( KLXE ) on Tuesday said it has acquired all assets of Wolfpack Rentals LLC, a provider of surface rental equipment and services to the oil and gas industry, for $17 million. Triton Partners is nearing an agreement to buy Flender GmbH in a deal valuing the firm at about €3 billion ($3.5 billion). More on related tickers, etc. Weatherford's Appeal Following The NCS Multistage M&A MGM Resorts: A Better Business Than The Bid Suggests MGM: Better Vegas Trends Give The Stock Room To Run Quant ratings of major cybersecurity stocks after earnings season Cloudflare acquires VoidZero to bolster AI-native web development tools
Two drugs make up nearly two-thirds of Eli Lilly 's (NYSE: LLY) top line, generating around $12.8 billion in revenues in the first quarter of 2026. The two drugs, Mounjaro and Zepbound, are growing strongly as well, with sales up 125% and 80% year over year, respectively, in the first quarter. So why should investors care that Eli Lilly just spent $3.8 billion to buy three vaccine-focused companie...
Two drugs make up nearly two-thirds of Eli Lilly 's (NYSE: LLY) top line, generating around $12.8 billion in revenues in the first quarter of 2026. The two drugs, Mounjaro and Zepbound, are growing strongly as well, with sales up 125% and 80% year over year, respectively, in the first quarter. So why should investors care that Eli Lilly just spent $3.8 billion to buy three vaccine-focused companies? To make the Mounjaro and Zepbound story even more interesting, those two medications are both GLP-1 weight-loss drugs . This is a hot new category in the pharmaceutical sector where Eli Lilly is currently the category leader. Essentially, the stock increasingly looks like a one-tick pony, and investors are happy about it, noting that the price-to-earnings ratio is a lofty 39x. The average pharmaceutical stock has a P/E of around 24x. Image source: Getty Images. Continue reading
Mary Daly just issued a stark warning to AI stock investors in a recent sit-down interview with Bloomberg. Daly argues that the broader story remains promising, but clearly the proof is still incomplete. The San Francisco Fed president laid out the case that businesses are clearly spending, ...
Mary Daly just issued a stark warning to AI stock investors in a recent sit-down interview with Bloomberg. Daly argues that the broader story remains promising, but clearly the proof is still incomplete. The San Francisco Fed president laid out the case that businesses are clearly spending, ...
The International Air Transport Association (IATA) Director Willie Walsh speaks on the stagflation & challenges for the industry air transport industry. (Source: Bloomberg)
The International Air Transport Association (IATA) Director Willie Walsh speaks on the stagflation & challenges for the industry air transport industry. (Source: Bloomberg)
Sriram Krishnan , a top White House adviser on artificial intelligence, is stepping down from the post. A former Andreessen Horowitz partner, Krishnan was tapped by President Donald Trump to help shape AI policy during his second term. He was a key partner in the administration’s AI action plan, including policy initiatives and international diplomacy, as part of efforts to ensure “American AI dom...
Sriram Krishnan , a top White House adviser on artificial intelligence, is stepping down from the post. A former Andreessen Horowitz partner, Krishnan was tapped by President Donald Trump to help shape AI policy during his second term. He was a key partner in the administration’s AI action plan, including policy initiatives and international diplomacy, as part of efforts to ensure “American AI dominance,” White House AI and crypto czar David Sacks said in a social post . Krishnan will continue working with the White House as an outside adviser, Sacks said. The departure announcement follows a series of initiatives by the Trump administration to shape the future of AI. “After a break, I’ll be working on helping tackle some of the large challenges facing America on AI (more on that later),” Krishnan said in his own post announcing his departure. Trump signed an executive order on Tuesday outlining a hands-off approach to cybersecurity threats raised by artificial intelligence , calling on developers to give the US government voluntary access to AI models. On Friday, Trump told US national security agencies to prioritize working with more than one AI provider, following a feud between the Pentagon and Anthropic PBC , which until recently was the only vendor approved for classified military use. Read More: Andreessen Horowitz’s Rising Influence Over Trump-Era AI Policy In May, Krishnan was part of the team that helped Alphabet Inc. ’s Google, Microsoft Corp. and xAI agree to give the US government early access to their AI models to assess the systems’ capabilities and improve their security before public release. “After leaving behind his immensely successful private sector career, Sriram has been a critical asset for the White House and President Trump’s push to cement American dominance in technology and innovation,” White House spokesperson Kush Desai said Saturday. Krishnan’s departure was reported earlier by The Information and the Washington Post.
(Bloomberg) -- Sriram Krishnan, a top White House adviser on artificial intelligence, is stepping down from the post.Most Read from BloombergTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX Inks $30 Billion Computing Power Deal With GoogleSpac...
(Bloomberg) -- Sriram Krishnan, a top White House adviser on artificial intelligence, is stepping down from the post.Most Read from BloombergTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX Inks $30 Billion Computing Power Deal With GoogleSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PA former Andreessen Horowitz partner, Krishnan was