In this article IGV Follow your favorite stocks CREATE FREE ACCOUNT Jack Clark, co-founder of Anthropic, at the Semafor World Economy Summit during the International Monetary Fund (IMF) and World Bank Spring meetings in Washington, DC, US, on Monday, April 13, 2026. Samuel Corum | Bloomberg | Getty Images The effect artificial intelligence will have on the labor market has left workers and job see...
In this article IGV Follow your favorite stocks CREATE FREE ACCOUNT Jack Clark, co-founder of Anthropic, at the Semafor World Economy Summit during the International Monetary Fund (IMF) and World Bank Spring meetings in Washington, DC, US, on Monday, April 13, 2026. Samuel Corum | Bloomberg | Getty Images The effect artificial intelligence will have on the labor market has left workers and job seekers alike worried about their future. Top executives, however, are optimistic that the technology can continue to augment workloads rather than entirely displace human employees. The debate over the future of work even extends inside the corridors of a major AI provider. Speaking Monday at the Semafor World Economy conference in Washington, D.C., Anthropic co-founder Jack Clark dismissed Anthropic CEO Dario Amodei's argument that AI could drive the unemployment rate as high as 20% in the next five years. Clark has previously said that accepting such high joblessness is almost a policy "choice," given that any potential collapse in the job market would take time to play out and is a challenge that can be met by society. "I think that the aspect of this, which is a choice is, if we're correct, this technology really is going to change the world in a vast way," Clark said on stage at the conference. "It will change how business is done, ... aspects of national security, how we even relate to one another as people. And it's impossible to reconcile that with a world where the economy doesn't change in substantial ways as well." Disruption fears Anthropic has been at the center of AI disruption fears in the stock market, resulting in a bloodbath for software companies, which investors suddenly see as vulnerable to technological obsolescence in a world moving toward agentic systems that take actions with minimal human oversight. The iShares Expanded Tech-Software Sector ETF (IGV) is in a bear market, after plunging more than 30% from its high last September. Those changes will fo...
Whether you have $3,000 or less to put to work in stocks right now, this could be a great time to look for opportunities. The recent sell-off in the tech sector has brought valuations down to more attractive levels for some of the top suppliers of artificial intelligence (AI) hardware. And some stocks can be great buys, even if they skipped this market dip. Demand for AI compute capacity continues...
Whether you have $3,000 or less to put to work in stocks right now, this could be a great time to look for opportunities. The recent sell-off in the tech sector has brought valuations down to more attractive levels for some of the top suppliers of artificial intelligence (AI) hardware. And some stocks can be great buys, even if they skipped this market dip. Demand for AI compute capacity continues to trend above available resources across the leading cloud services. This trend is good news for Nvidia (NASDAQ: NVDA) and Dell Technologies (NYSE: DELL) . Both companies are scheduled to announce their earnings results in May. Another strong report with a positive outlook might be all it takes to send these stocks to new highs. Here's why these companies are competitively positioned to benefit from the AI build-out for years to come. Continue reading
MarioGuti The Federal Communications Commission expects to have “a minor, if any, role” in Paramount Skydance’s ( PSKY ) acquisition of Warner Bros. Discovery ( WBD ) and will likely only look into the foreign involvement in the deal. In an interview on CNBC, FCC Commissioner Brendan Carr said that although the deal involves the ownership of CBS, the agency will not be very involved in the regulat...
MarioGuti The Federal Communications Commission expects to have “a minor, if any, role” in Paramount Skydance’s ( PSKY ) acquisition of Warner Bros. Discovery ( WBD ) and will likely only look into the foreign involvement in the deal. In an interview on CNBC, FCC Commissioner Brendan Carr said that although the deal involves the ownership of CBS, the agency will not be very involved in the regulatory process. While there are some issues regarding the investment of foreign debt, that will likely be the only role the FCC will take. During the interview, Carr disclosed that his agency has opened an investigation into Disney’s ( DIS ) “The View” and any violations of FCC rules pertaining to conflicts of interest and allowing equal time for candidates on broadcast TV. “We will enforce ‘equal time’ rules,” Carr stressed. “This is more about disclosure…allowing for more speech, not less,” Carr said, adding that if “broadcasters don’t want to comply with their public interest obligation, they can switch to other mediums like streaming and cable.” When asked about the FCC's stance on partnerships between the National Football League and streaming channels, Carr acknowledged his agency is investigating these deals as they pertain to the “health of broadcasters.” “The NFL has reached a tipping point where they are putting too many games behind a paywall,” encouraging the FCC to assist the Department of Justice in their antitrust investigation of the league, he noted. More on Paramount Skydance Corporation, Warner Bros. Discovery Paramount Skydance: A Debt-Heavy, Risky, Long-Term Stock Debt Will Eat Paramount's Future Returns Warner Bros. Discovery And Paramount Skydance: A Lower-Risk Arb Play And A Leveraged Bet Paramount Skydance's deal for Warner Bros. expected to see UK antitrust review ‘Super Mario Galaxy Movie’ still in control as ‘Project Hail Mary’ holds strong
Actor Timothée Chalamet was credited by RBO’s chief exec with inadvertently boosting ticket sales through his high-profile critique of the art forms The head of the UK’s Royal Ballet and Opera has thanked Hollywood actor Timothée Chalamet for inadvertently boosting ticket sales and engagement through his high-profile critique of the art forms last month. While promoting his Oscar-tipped film Marty...
Actor Timothée Chalamet was credited by RBO’s chief exec with inadvertently boosting ticket sales through his high-profile critique of the art forms The head of the UK’s Royal Ballet and Opera has thanked Hollywood actor Timothée Chalamet for inadvertently boosting ticket sales and engagement through his high-profile critique of the art forms last month. While promoting his Oscar-tipped film Marty Supreme in March, the star expressed his relief that he was working in cinema, rather than opera or ballet, “where it’s like, ‘Hey, keep this thing alive, even though like no one cares about this any more.’” Continue reading...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (Symbol: GRID) where we have detected an approximate $260.4 million dollar inflow
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (Symbol: GRID) where we have detected an approximate $260.4 million dollar inflow
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Putnam Focused Large Cap Value ETF (Symbol: PVAL) where we have detected an approximate $212.2 million dollar inflow -- that's a 2.3% increase week o
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Putnam Focused Large Cap Value ETF (Symbol: PVAL) where we have detected an approximate $212.2 million dollar inflow -- that's a 2.3% increase week o
COM & O Meta Platforms' ( META ) CEO Mark Zuckerberg has moved his desk to the AI lab and is coding all day, Semafor reported, citing the company's President and Vice Chairman Dina McCormick. Zuckerberg has “actually moved his desk and is seated in the AI lab … and he’s coding all day long,” McCormick told Semafor World Economy on Tuesday, the report added . "I think he feels so strongly that he h...
COM & O Meta Platforms' ( META ) CEO Mark Zuckerberg has moved his desk to the AI lab and is coding all day, Semafor reported, citing the company's President and Vice Chairman Dina McCormick. Zuckerberg has “actually moved his desk and is seated in the AI lab … and he’s coding all day long,” McCormick told Semafor World Economy on Tuesday, the report added . "I think he feels so strongly that he has to understand it at that level to really think about how to make our model the strongest it can be," said McCormick, who joined Meta in January. Meta did not immediately respond to a request for comment from Seeking Alpha. McCormick also said that she had to transition from the pace of her former roles — ranging from Goldman Sachs to Deputy National Security Advisor for Strategy under President Donald Trump — to the tech giant's breakneck speed, the report noted. "Silicon Valley, or at least I’ve seen Meta move much, much more quickly than when I worked in government or even on Wall Street," said McCormick. When asked about the recent rulings on Meta’s legal liability for harm to teen mental health, McCormick noted that, "We disagree respectfully with those verdicts, and we’re appealing." McCormick added that "I have seen how seriously the leadership of the company takes this to ensure that there is not harmful content, and most importantly, to ensure that parents are empowered." Last week, Meta unveiled Muse Spark, the first AI model developed by the company's Superintelligence team. Downloads of Meta's AI app on iOS in the U.S. saw an increase of 87% day-over-day on April 8, when the company released Muse Spark, according to market intelligence firm Sensor Tower. More on Meta Meta Strikes Back Meta Has Found Its AI Footing AI Capex Surge, Bottlenecks, And The Race For ROI Meta set to overtake Google in digital ad revenues for the first time Claude usage more than doubles month over month while Gemini steadily climbs: BNP
Investors have been intrigued by electric vehicles (EVs) since Tesla (NASDAQ: TSLA) took the world by storm and proved an EV could be cool, compelling, and relatively affordable. Thanks to the groundwork Tesla helped lay, young EV makers such as Rivian (NASDAQ: RIVN) and Lucid (NASDAQ: LCID) received significant hype early on. Not only are Rivian and Lucid well-positioned for the global surge in E...
Investors have been intrigued by electric vehicles (EVs) since Tesla (NASDAQ: TSLA) took the world by storm and proved an EV could be cool, compelling, and relatively affordable. Thanks to the groundwork Tesla helped lay, young EV makers such as Rivian (NASDAQ: RIVN) and Lucid (NASDAQ: LCID) received significant hype early on. Not only are Rivian and Lucid well-positioned for the global surge in EVs, high-tech, software-developed vehicles, and even driverless vehicles, but the Iran conflict underscores once again why they could be huge long-term winners. Image source: Rivian. It depends on how far back you want to look, but examples of spiking oil prices are abundant. In 2008, gas climbed to a then-record $4.05 per gallon due to flat production, rising demand, and financial speculation. As a more recent example, Russia's invasion of Ukraine sent gas prices in the U.S. to another record of $5.01 per gallon. Fast-forward to today, and the Iran conflict has disrupted oil flows through the Strait of Hormuz, a major chokepoint in global oil supply, sending prices higher. Continue reading
OpenAI CEO Sam Altman, perhaps the most-recognizable face attached to the AI revolution, was the target of a Molotov cocktail attack on his home in San Francisco late last week, police confirmed. No injuries were reported, but Altman was clearly shaken as he discussed the attack in a blog post shortly after the Friday incident. “I empathize with anti-technology sentiments and clearly technology is...
OpenAI CEO Sam Altman, perhaps the most-recognizable face attached to the AI revolution, was the target of a Molotov cocktail attack on his home in San Francisco late last week, police confirmed. No injuries were reported, but Altman was clearly shaken as he discussed the attack in a blog post shortly after the Friday incident. “I empathize with anti-technology sentiments and clearly technology isn’t always good for everyone,” he wrote.
Richard Drury/DigitalVision via Getty Images I'm keeping loanDepot, Inc. ( LDI ) as a Buy-rated name. I expect the company to record faster growth and turn profitable in FY2026. My constructive view of real estate policy shifts and their implications for LDI was detailed in the previous Jan. 12 article . Growth Momentum Can Be Sustained The group unveiled "a strategic partnership with Figure Techn...
Richard Drury/DigitalVision via Getty Images I'm keeping loanDepot, Inc. ( LDI ) as a Buy-rated name. I expect the company to record faster growth and turn profitable in FY2026. My constructive view of real estate policy shifts and their implications for LDI was detailed in the previous Jan. 12 article . Growth Momentum Can Be Sustained The group unveiled "a strategic partnership with Figure Technology" ( FIGR ) to debut "express path home loan products" last Wednesday. This follows LDI's March 30 disclosure regarding the setting up of a "new home lending company serving West Texas buyers" with Betenbough. I believe that the firm can build on its positive trajectory from late 2025 with the above-mentioned moves. Loan throughput for LDI rose 23.1% sequentially and 11.9% YoY to $8,041M in Oct-Dec '25. That surpassed the management's $7.5B guide (midpoint) by +7%. I'm impressed this marks a 13-quarter peak. The enterprise is seizing a bigger slice of the pie in the U.S. mortgage sector too. Its 4Q2025 market share was 1.4%, or a 20bps expansion versus the preceding three-month period. LDI is well-placed to make further headway, given the industry's unconsolidated state. It emphasized at the early-March analyst briefing that "no retail lender currently controls more than 5%." My mid-Jan piece also highlighted its "in-house loan servicing model" which resulted in "low attrition and optimized marketing expenses." A measure tracking this strategy's success is the "Organic Refinance Consumer Direct Recapture Rate" or "ORCDRR." This metric improved from FY2024's 68% and 3Q2025's 65% to 71% for the final quarter of last year. I anticipate that the reduction will boost LDI's ability to secure more lending opportunities from the installed base. ORCDRR's Definition FY25 Earnings Release In my opinion, the company's future is bright with an expanded portfolio and new origination pathways. According to the Apr 8 announcement, the latest "fully digital 5x5 HomeLoan" co-created by L...
For years, owning small-cap stocks felt like watching a neighbor’s party through a window. Large-cap indexes kept climbing, mega-cap technology names absorbed Wall Street’s attention, and smaller domestic companies sat quietly in the corner, undervalued and overlooked. That dynamic may finally be shifting. SPY, the large-cap proxy, returned 64% over the past three years. IJR ... Small-Cap Stocks M...
For years, owning small-cap stocks felt like watching a neighbor’s party through a window. Large-cap indexes kept climbing, mega-cap technology names absorbed Wall Street’s attention, and smaller domestic companies sat quietly in the corner, undervalued and overlooked. That dynamic may finally be shifting. SPY, the large-cap proxy, returned 64% over the past three years. IJR ... Small-Cap Stocks May Be About to Pull Ahead, and IJR Will Win Big
Google’s latest quantum research refines threat estimates but still suggests crypto risks are decades away. Satoshi anticipated such risks and designed Bitcoin to adapt through ...
Google’s latest quantum research refines threat estimates but still suggests crypto risks are decades away. Satoshi anticipated such risks and designed Bitcoin to adapt through ...