Intel Surges 192.5% Year to Date: Should You Bet on the Stock? Yahoo Finance Intel Stock Has Surged on the AI Boom. Is it Still a Buy? Morningstar Intel’s new CEO cut management layers in half. The stock is up nearly 500% Fortune
Intel Surges 192.5% Year to Date: Should You Bet on the Stock? Yahoo Finance Intel Stock Has Surged on the AI Boom. Is it Still a Buy? Morningstar Intel’s new CEO cut management layers in half. The stock is up nearly 500% Fortune
Portugal and Austria defeated Germany for seats on the powerful but deeply divided UN Security Council on Wednesday in a hotly contested race after intense campaigning. The 10 rotating seats on the 15-member Security Council are earmarked for different regions of the world. The assembly elects five countries by secret ballot every year to serve two-year terms alongside the council’s five permanent...
Portugal and Austria defeated Germany for seats on the powerful but deeply divided UN Security Council on Wednesday in a hotly contested race after intense campaigning. The 10 rotating seats on the 15-member Security Council are earmarked for different regions of the world. The assembly elects five countries by secret ballot every year to serve two-year terms alongside the council’s five permanent veto-wielding members – the US, Russia, China, Britain and France. In the other contested race,...
While many AI open source model providers are pursuing larger and more powerful models, Google is still giving attention to the smaller, more local side of the market. Today, the tech giant released Gemma 4 12B , an 11.95-billion-parameter open-weights model with permissive Apache 2.0 license optimized to execute locally on a standard enterprise laptop using just 16GB of VRAM or unified memory. Th...
While many AI open source model providers are pursuing larger and more powerful models, Google is still giving attention to the smaller, more local side of the market. Today, the tech giant released Gemma 4 12B , an 11.95-billion-parameter open-weights model with permissive Apache 2.0 license optimized to execute locally on a standard enterprise laptop using just 16GB of VRAM or unified memory. That means those enterprise users looking to keep working with AI while on a flight without WiFi, or trying to keep it offline for security reasons, can now do so far more easily and at far less cost (free to download and operate). Gemma 4 12B's most notable breakthrough is an encoder-free "Unified" architecture, which allows raw audio waveforms and visual patches to flow directly into the core LLM backbone without the latency or memory overhead of secondary processing modules. Available immediately for download on Hugging Face and Kaggle and for use on Google AI Edge Gallery , Gemma 4 12B packs a 256K token context window, native agentic tool-use capabilities, and an explicit step-by-step reasoning mode into a highly optimized footprint that bridges the gap between mobile edge models and heavy data-center infrastructure. The Architectural Shift: Understanding the Encoder-Free Advantage Gemma 4 12B is highly relevant to enterprise architecture due to its novel "Unified" structure. Traditional multimodal systems typically utilize discrete, separate encoders to translate audio waveforms and visual data into representations that the core language model can process. This conventional approach inherently increases both inference latency and total memory consumption. Gemma 4 12B radically alters this pipeline by functioning entirely without these secondary encoders. Instead, visual patches and raw audio waveforms are projected directly into the core large language model's embedding space through lightweight linear layers. The vision encoder is replaced by a 35-million-parameter mod...
Wirestock/iStock Editorial via Getty Images American Airlines ( AAL ) is reportedly suspending routes, including four nonstop flights from American’s Los Angeles International Airport hub, as a result of soaring fuel costs. A total of six domestic routes are being temporarily halted, including flights between Charlotte, North Carolina and Ontario and Sacramento, California as well as flights betwe...
Wirestock/iStock Editorial via Getty Images American Airlines ( AAL ) is reportedly suspending routes, including four nonstop flights from American’s Los Angeles International Airport hub, as a result of soaring fuel costs. A total of six domestic routes are being temporarily halted, including flights between Charlotte, North Carolina and Ontario and Sacramento, California as well as flights between Los Angeles and Cleveland, Columbus, Pittsburgh, and Washington Dulles. According to data from the Department of Transportation cited by Simple Flying, these flights served 1.4M passengers in 2025, with nearly half traveling between Los Angeles and Washington Dulles alone. The decision to cut the majority of flights to and from California can largely be blamed on a 50% spike in jet fuel prices at Los Angeles International Airport, which reached a high of $15 per gallon. Other carriers have made similar cuts to their California routes including United Airlines ( UAL ), Air Canada ( ACDVF ), and Norse Atlantic Airways ( NRSAF ). Last quarter, American Airlines ( AAL ) saw the average price of fuel increase 11% per gallon and forecasted Q2 adjusted earnings to be impacted by a greater than $4B in expenses tied to higher jet fuel prices. American Airlines ( AAL ) shares are down again on Wednesday, adding another 2.4% to its five-day losing streak, corresponding with a recent bounce in oil futures that has weighed on peers within the airline sector. More on American Airlines American Airlines Group Inc. (AAL) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript American Airlines: A Hold Despite Better Revenue And Lower Debt American Airlines Group Inc. 2026 Q1 - Results - Earnings Call Presentation These 10 mid-cap U.S. stocks carry the market's most attractive valuations These 10 mid-cap U.S. Industrial stocks trading at attractive valuations
Bloomberg Intelligence's Matthew Palazola joins Scarlet Fu on "Bloomberg Deals." Google parent Alphabet upsized its equity raise to $84.75 billion from the $80 billion it announced just two days earlier in a bid to help fund growing artificial intelligence spending plans. (Source: Bloomberg)
Bloomberg Intelligence's Matthew Palazola joins Scarlet Fu on "Bloomberg Deals." Google parent Alphabet upsized its equity raise to $84.75 billion from the $80 billion it announced just two days earlier in a bid to help fund growing artificial intelligence spending plans. (Source: Bloomberg)
lcva2/iStock Editorial via Getty Images Introduction Microsoft Corporation ( MSFT ) has seen a relatively fair appreciation since I last rated a Strong Buy back in late April, as it has gained around 8.5%, though on a YTD basis, Microsoft remains a laggard behind its Mag 7 peers despite a strong Azure growth rate and a massive backlog. I want to review the current dynamics of the firm and see if t...
lcva2/iStock Editorial via Getty Images Introduction Microsoft Corporation ( MSFT ) has seen a relatively fair appreciation since I last rated a Strong Buy back in late April, as it has gained around 8.5%, though on a YTD basis, Microsoft remains a laggard behind its Mag 7 peers despite a strong Azure growth rate and a massive backlog. I want to review the current dynamics of the firm and see if the direction stays bullish. Current Dynamics First, Microsoft has effectively re-architected how it charges for AI as in early May, Microsoft brought to general availability its first new enterprise tier since E5 launched back in 2015. Microsoft 365 E7, or the Frontier Suite, will come at $99 per user per month, bundling E5, Copilot, the Entra security suite, and the new Agent 365. Meanwhile, E3 and E5 list prices also step up roughly 8 to 9% on July 1. I believe that this is important in the context of Copilot monetization being disappointing, as it only has around 20MM paid seats , a rather low attach rate against the 450MM commercial base with an ARR running below the Street’s expectation. But that bearish argument assumes per-seat Copilot is the monetization vector, but with E7 and Agent 365, Microsoft has changed that vector drastically. It is now charging for the agentic era on a per-human-user basis, rather than per agent on a per-unit basis of consumption. As agent density rises inside a company, Microsoft’s revenue scales with headcount, not with the volatile compute those agents burn. This could essentially be a higher-margin, higher-visibility way to monetize AI than the consumption model the market has been grading the company against. The only thing to watch out for would be that the list price is not the realized price. Microsoft has run 15 to 30% Copilot promotions between 2025 and 2026 without really showing deep penetration, and E7 will also be discounted. I also argued that the OpenAI ( OPENAI ) reset was actually a good thing for Microsoft, though the eff...
lcva2/iStock Editorial via Getty Images Introduction Microsoft Corporation ( MSFT ) has seen a relatively fair appreciation since I last rated a Strong Buy back in late April, as it has gained around 8.5%, though on a YTD basis, Microsoft remains a laggard behind its Mag 7 peers despite a strong Azure growth rate and a massive backlog. I want to review the current dynamics of the firm and see if t...
lcva2/iStock Editorial via Getty Images Introduction Microsoft Corporation ( MSFT ) has seen a relatively fair appreciation since I last rated a Strong Buy back in late April, as it has gained around 8.5%, though on a YTD basis, Microsoft remains a laggard behind its Mag 7 peers despite a strong Azure growth rate and a massive backlog. I want to review the current dynamics of the firm and see if the direction stays bullish. Current Dynamics First, Microsoft has effectively re-architected how it charges for AI as in early May, Microsoft brought to general availability its first new enterprise tier since E5 launched back in 2015. Microsoft 365 E7, or the Frontier Suite, will come at $99 per user per month, bundling E5, Copilot, the Entra security suite, and the new Agent 365. Meanwhile, E3 and E5 list prices also step up roughly 8 to 9% on July 1. I believe that this is important in the context of Copilot monetization being disappointing, as it only has around 20MM paid seats , a rather low attach rate against the 450MM commercial base with an ARR running below the Street’s expectation. But that bearish argument assumes per-seat Copilot is the monetization vector, but with E7 and Agent 365, Microsoft has changed that vector drastically. It is now charging for the agentic era on a per-human-user basis, rather than per agent on a per-unit basis of consumption. As agent density rises inside a company, Microsoft’s revenue scales with headcount, not with the volatile compute those agents burn. This could essentially be a higher-margin, higher-visibility way to monetize AI than the consumption model the market has been grading the company against. The only thing to watch out for would be that the list price is not the realized price. Microsoft has run 15 to 30% Copilot promotions between 2025 and 2026 without really showing deep penetration, and E7 will also be discounted. I also argued that the OpenAI ( OPENAI ) reset was actually a good thing for Microsoft, though the eff...
quantic69 Investors Should Know: The conflict in Iran has injected significant volatility into the oil market, muddying the outlook for investors searching for long-term opportunities in the sector. With this in mind, market participants are looking closely at subsectors and individual stocks to parse their exposures to current market conditions. At the same time, a close look at quantitative meas...
quantic69 Investors Should Know: The conflict in Iran has injected significant volatility into the oil market, muddying the outlook for investors searching for long-term opportunities in the sector. With this in mind, market participants are looking closely at subsectors and individual stocks to parse their exposures to current market conditions. At the same time, a close look at quantitative measures suggests potential buying opportunities. Background Since the start of the Iran conflict in late February, oil prices have become front-of-mind for many investors. The commodity initially surged as hostilities broke out and has continued to show elevated prices as the geopolitical landscape remains uncertain. However, crude has seen sharp swings during that time as well, as the prospects for a resolution to the conflict ebb and flow. Crude ( CL1:COM ) remains well off its April high. However, the price of just over $96 per barrel remains about 67% higher for 2026. In early February, the price hovered above $62 a barrel. Chart of crude prices in 2026 (Seeking Alpha) Amid this volatility, investors have tried to locate value in the market. The oil and gas sector offers a range of publicly traded companies spanning integrated majors, equipment and services, storage and transportation, and non-operator royalty models. Each of these comes with its own exposure to energy markets. Non-operator models represent one approach to energy investment. Companies in this category acquire minority working interests and mineral rights in producing basins without directly operating wells. This structure limits capital expenditure while maintaining exposure to production economics. Northern Oil and Gas ( NOG ) is a scaled non-operator focused on acquiring non-operated minority working interests and mineral rights across major basins. Among the integrated majors with publicly traded shares are Exxon Mobil Corporation ( XOM ), Chevron Corporation ( CVX ), Shell plc ( SHEL ), TotalEnergies S...