Earlier this week, Rezolve AI announced its brainpowa commerce-tuned model suite is now available in Microsoft’s Foundry on Azure, enabling retailers to deploy commerce copilots integrated with Dynamics 365 and Microsoft 365 Copilot. This move places Rezolve alongside major AI providers while offering retailers specialized “Commerce Superintelligence” models designed to improve buying intent detec...
Earlier this week, Rezolve AI announced its brainpowa commerce-tuned model suite is now available in Microsoft’s Foundry on Azure, enabling retailers to deploy commerce copilots integrated with Dynamics 365 and Microsoft 365 Copilot. This move places Rezolve alongside major AI providers while offering retailers specialized “Commerce Superintelligence” models designed to improve buying intent detection, real-time tool orchestration, and brand-aligned product recommendations. Next, we’ll...
NVIDIA (NVDA) just expanded beyond its core GPU franchise with Ising, an open family of quantum AI models already in use at labs like EeroQ, Conductor, IQM and leading universities. See our latest analysis for NVIDIA. The Ising launch comes after a period where the stock has moved higher again, with a 7.93% 7 day share price return and a 7.25% 30 day share price return. The 1 year total shareholde...
NVIDIA (NVDA) just expanded beyond its core GPU franchise with Ising, an open family of quantum AI models already in use at labs like EeroQ, Conductor, IQM and leading universities. See our latest analysis for NVIDIA. The Ising launch comes after a period where the stock has moved higher again, with a 7.93% 7 day share price return and a 7.25% 30 day share price return. The 1 year total shareholder return of 88.11% and very large 5 year total shareholder return underline how strong long term...
Hungary’s incoming leader plans to renationalize shares handed by outgoing Prime Minister Viktor Orban to an academic foundation set up to propagate his “illiberal democracy” ideology. Prime Minister-elect Peter Magyar , whose Tisza opposition party beat Orban in a landslide in Sunday’s election, told state radio Wednesday his government would reclaim the shares in two of Hungary’s biggest listed ...
Hungary’s incoming leader plans to renationalize shares handed by outgoing Prime Minister Viktor Orban to an academic foundation set up to propagate his “illiberal democracy” ideology. Prime Minister-elect Peter Magyar , whose Tisza opposition party beat Orban in a landslide in Sunday’s election, told state radio Wednesday his government would reclaim the shares in two of Hungary’s biggest listed companies from the Mathias Corvinus Collegium . The MCC foundation was endowed with the stakes in oil refiner Mol Nyrt. and pharmaceutical company Gedeon Richter Nyrt., in 2020. The shares were worth as much as $1 billion at the time, a sum comparable with the rest of the country’s higher education budget, and they gave MCC a warchest to train Hungary’s future leaders in accordance with Orban’s world view. “We will take back what they squandered,” Magyar told public radio. “The Tisza government will take back what belongs to the Hungarian people and the Hungarian state.” Read more: Viktor Orban’s $1 Billion School for Tomorrow’s Nationalists Magyar’s election victory has already caused upheaval on Hungary’s financial markets, leading to a rally in the forint and sending Budapest’s main stock index to a record high. Meanwhile, shares of companies connected to Orban’s allies, such as 4iG Nyrt, have slumped. The planned shakeup of MCC gives a glimpse of the sweeping changes Magyar plans for the economy, education and public administration. MCC, which is also active in publishing and runs a chain of bookstores, was a key asset in Orban’s projection of soft power internationally, attracting academics close to US President Donald Trump’s MAGA movement. Read more: Orban Builds Far-Right Influence With Bank Loans to Nationalists
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, the US & Iran look to arrange a second round of peace talks in the coming days. President Tru...
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, the US & Iran look to arrange a second round of peace talks in the coming days. President Trump tells Fox News he believes the war is "close to over." Stocks in China follow Wall Street in recouping their post-war losses on optimism for a deal. Investors now focus on tech and earnings. Europe's most valuable company, ASML, has raised its full-year sales forecast as the surge in global AI spending boosts demand for its advanced chipmaking machines. But its improved outlook was tempered by a weaker-than-expected sales forecast in the second quarter. Today's guest: Josie Anderson, Nomura, European Economist (Source: Bloomberg)
Open AI Infra社区“兆瓦级算力系统”项目近日发布，该项目由中国移动、字节、百度、京东、快手等用户，华为、新华三、超聚变、锐捷等算力企业，液冷、供电、互联等社区产业伙伴共同倡议，将攻关兆瓦级算力系统核心技术瓶颈。此外，《GCC液冷整机柜系统架构设计规范-A型》《GCC液冷整机柜接口规范》《AIDC基础设施规范》三项技术规范，以及“超节点性能基准Benchmark工具”——智算超节点AIS...
Open AI Infra社区“兆瓦级算力系统”项目近日发布，该项目由中国移动、字节、百度、京东、快手等用户，华为、新华三、超聚变、锐捷等算力企业，液冷、供电、互联等社区产业伙伴共同倡议，将攻关兆瓦级算力系统核心技术瓶颈。此外，《GCC液冷整机柜系统架构设计规范-A型》《GCC液冷整机柜接口规范》《AIDC基础设施规范》三项技术规范，以及“超节点性能基准Benchmark工具”——智算超节点AISBench V3.0与通算超节点ClusterBench V1.0也一并发布。（科创板日报）
After three years of explosive gains, the S&P 500 had a tumultuous start to 2026, and that's as a variety of elements upset the positive momentum. Concerns brewed about the pace of spending on artificial intelligence (AI) infrastructure -- and if the revenue opportunity really would make it all worthwhile. Investors also worried about the valuations of AI stocks, and stocks in general, as they sur...
After three years of explosive gains, the S&P 500 had a tumultuous start to 2026, and that's as a variety of elements upset the positive momentum. Concerns brewed about the pace of spending on artificial intelligence (AI) infrastructure -- and if the revenue opportunity really would make it all worthwhile. Investors also worried about the valuations of AI stocks, and stocks in general, as they surpassed levels only reached once before . Finally, concerns about the economy, the pace of interest rate cuts, and conflict in Iran added to the uncertainty. All of this pushed the S&P 500 to a decline of 5% in March and a negative performance for the year, too. In recent days, however, the market has rebounded -- even erasing its losses since the start of the war in Iran in late February. So right now is the perfect time to ask: After the turmoil last month, will the S&P 500 tumble in April or continue its recovery? Let's consider what history has to say. Continue reading
Earlier in April, Rosenblatt Securities upgraded Arista Networks after gaining greater confidence in its XPO strategy and highlighting new front-end networking wins with major AI customers Google and Anthropic. The firm also pointed to strong demand for scale-out Ethernet and switching and routing products as reinforcing Arista’s position in cloud and AI data center networking. We’ll now examine h...
Earlier in April, Rosenblatt Securities upgraded Arista Networks after gaining greater confidence in its XPO strategy and highlighting new front-end networking wins with major AI customers Google and Anthropic. The firm also pointed to strong demand for scale-out Ethernet and switching and routing products as reinforcing Arista’s position in cloud and AI data center networking. We’ll now examine how Rosenblatt’s increased confidence in Arista’s XPO strategy and AI customer wins may influence...
Emily Ashford, head of energy research at Standard Chartered, discusses the outlook for oil prices as Strait of Hormuz remains largely closed and traders take stock of moves to arrange a second round of peace talks between the US and Iran. Ashford speaks on Bloomberg Television. (Source: Bloomberg)
Emily Ashford, head of energy research at Standard Chartered, discusses the outlook for oil prices as Strait of Hormuz remains largely closed and traders take stock of moves to arrange a second round of peace talks between the US and Iran. Ashford speaks on Bloomberg Television. (Source: Bloomberg)
undefined undefined Private credit defaults are relatively contained, with most of the stress in the sector being liquidity- and rate-driven, the head of Ares Management Corp. ( ARES ) said on Wednesday. "There's nothing that we're seeing in our portfolios or in the market broadly that would say that we're about to have a major default cycle," Michael Arougheti, chief executive and co-founder ...
undefined undefined Private credit defaults are relatively contained, with most of the stress in the sector being liquidity- and rate-driven, the head of Ares Management Corp. ( ARES ) said on Wednesday. "There's nothing that we're seeing in our portfolios or in the market broadly that would say that we're about to have a major default cycle," Michael Arougheti, chief executive and co-founder of the alternative investment firm, said at the HSBC Investment Summit in Hong Kong. The private credit industry has recently come under pressure from record redemption requests and growing concerns over valuations, liquidity, and transparency. Investors reportedly sought to withdraw more than $20B of their investments from private credit firms in the first quarter of 2026, highlighting rising unease. Wall Street executives said they are stress-testing and closely monitoring private credit portfolios, though they remain comfortable with their exposure. Much of the recent pressure has been tied to a repricing in the software sector, said Rachel Lord, a senior executive at BlackRock ( BLK ), speaking at the same forum. “There's volatility, but there isn't a bubble,” Lord said. “The fog of private credit is going to clear.” More on Ares Management Corporation Whitestone REIT: Purchase Highlights Opportunity In Ares Management Ares Management: High-Yield Growth Story With Elevated Risks Ares Management: Beware Catching The Private Credit Falling Knife Key deals this week: Organon, UMG, Whitestone REIT, Gilead and more Ares Management plans ~$20B private credit fund - report
ihsanyildizli/iStock Unreleased via Getty Images Summary Las Vegas Sands ( LVS ) is one of the premier integrated resorts globally with a heavy presence in the core Asian gaming markets of Macau and Singapore. Our main concern with the stock is a potential slowdown in Macau gaming growth coupled with long-term margin compression from excess competition in Macau as new competitor capacity comes onl...
ihsanyildizli/iStock Unreleased via Getty Images Summary Las Vegas Sands ( LVS ) is one of the premier integrated resorts globally with a heavy presence in the core Asian gaming markets of Macau and Singapore. Our main concern with the stock is a potential slowdown in Macau gaming growth coupled with long-term margin compression from excess competition in Macau as new competitor capacity comes online in 2026-2027. While the Singapore gaming market remains robust, without significant margin and EBITDA improvement in Macau, we believe the stock has more downside from current levels. All integrated resorts are in Asia LVS EBITDA is derived from Singapore and Macau, as the company no longer has any assets in the United States. LVS operates Marina Bay Sands ((MBS) in Singapore and operates Sands Macau, Venetian, Londoner, Parisian, and The Plaza in Macau. LVS completed the sale of its Las Vegas resort assets in February 2022 to private equity group Apollo and VICI Properties . Singapore > Macau in terms of EBITDA As a percentage of adjusted property EBITDA in 2025, Singapore was roughly 56% and Macau was 44% of LVS' $5.2bn EBITDA whereas in 2023-2024, Macau was the majority of group EBITDA at roughly 54% . Not only is Singapore a greater percentage of EBITDA, but adjusted property EBITDA margins are also higher in Singapore, with 4Q25 margins reaching 50.3% (+3.1% yoy) while Macau EBITDA margins fell to 29.5% (-2.7% yoy). Margins are higher in Singapore as gaming tax rates are lower when compared to Macau (Singapore at 18-22% compared to Macau at 40%). In addition, Singapore only has two integrated resorts split between two gaming operators, while Macau has twenty casinos spread among six operators. As a result, gaming operators in Macau face stiffer competition to gain customers and recently have spent more in terms of marketing expenses to attract players. Not in the right segment yet The premium mass gaming segment has been driving the majority of the GGR growth recen...