Siemens, Nvidia, and Fluence unveiled a Vera Rubin-aligned blueprint designed to help hyperscalers, colocation operators, and cloud providers deploy large-scale AI infrastructure more quickly and efficiently.
Siemens, Nvidia, and Fluence unveiled a Vera Rubin-aligned blueprint designed to help hyperscalers, colocation operators, and cloud providers deploy large-scale AI infrastructure more quickly and efficiently.
The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, Apple is the #10 analyst pick. Apple Inc also comes in above the median of analyst picks among the broader S&P 500 index component
The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, Apple is the #10 analyst pick. Apple Inc also comes in above the median of analyst picks among the broader S&P 500 index component
watch now VIDEO 3:37 03:37 Here's how options traders can bet on the stability of this apparel brand Options Action "I don't design clothes. I design dreams," Ralph Lauren famously said. In 2025, shares of the retailer were a dream for investors, rising more than 50%. 2026 has been more reality than a dream, with a tiny 4% gain. And with earnings now in the rearview mirror and no meaningful cataly...
watch now VIDEO 3:37 03:37 Here's how options traders can bet on the stability of this apparel brand Options Action "I don't design clothes. I design dreams," Ralph Lauren famously said. In 2025, shares of the retailer were a dream for investors, rising more than 50%. 2026 has been more reality than a dream, with a tiny 4% gain. And with earnings now in the rearview mirror and no meaningful catalysts on the near-term horizon, the stock looks poised to digest recent moves in a tighter range, making a short strangle an attractive way to collect premium here. With RL trading in the mid-$360s, selling the June 18th 330 put/390 call strangle for approximately $6.00 in premium defines a clear range: roughly $324–$396 at expiration, accounting for the premium collected. That's a wide band on a stock that, post-earnings, has little reason to make a dramatic move in the next couple of weeks. When investors sell strangles, they are selling an out of the money put and an out of the money call. The goal is to have the underlying stock stay between the strikes of the sold put and call, allowing the investor to capture that premium. If the trade is done against stock, the risk is your stock might be called away at that call's strike price. Should it fall below that strike of the put that you sold, you could be put that stock. With owning the underlying stock, this structure carries unlimited risk. Ralph Lauren continues to execute well on its elevation strategy, moving upmarket, reducing wholesale dependence, and growing its direct-to-consumer business. The brand has demonstrated pricing power even in a cautious consumer environment, and international exposure (particularly in Europe and Asia) provides a meaningful growth runway. A resilient luxury-adjacent consumer keeps the floor relatively firm. Stock Chart Icon Stock chart icon Ralph Lauren, 5 years Nevertheless, a massive upside move is unlikely because macro headwinds remain real. Tariff uncertainty and a softer U.S. consum...
A study of analyst recommendations at the major brokerages shows that Apple Inc (Symbol: AAPL) is the #10 broker pick, on average, out of the 30 stocks making up the Dow Jones Industrial Average, according to ETF Channel. Apple Inc also comes in above the median of analyst pick
A study of analyst recommendations at the major brokerages shows that Apple Inc (Symbol: AAPL) is the #10 broker pick, on average, out of the 30 stocks making up the Dow Jones Industrial Average, according to ETF Channel. Apple Inc also comes in above the median of analyst pick
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the KraneShares CSI China Internet ETF, where 24,000,000 units were destroyed, or a 9.3% decrease week over week. Among the largest underlying
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the KraneShares CSI China Internet ETF, where 24,000,000 units were destroyed, or a 9.3% decrease week over week. Among the largest underlying
Michael M. Santiago/Getty Images News Hilton ( HLT ) is expanding its Lifestyle brand with more hotels situated in college towns, addressing a need for accommodations for college tours, athletic weekends, and campus gatherings. Undergraduate by Hilton is described as an “upper-midscale hotel brand that expands Hilton’s collegiate hospitality strategy into more college markets, building on and comp...
Michael M. Santiago/Getty Images News Hilton ( HLT ) is expanding its Lifestyle brand with more hotels situated in college towns, addressing a need for accommodations for college tours, athletic weekends, and campus gatherings. Undergraduate by Hilton is described as an “upper-midscale hotel brand that expands Hilton’s collegiate hospitality strategy into more college markets, building on and complementing Hilton’s Graduate brand.” The brand will build new hotels and convert existing locations with a long-term expansion goal of 400 to 500 hotels, with the first property anticipated to open in 2027. “Undergraduate reflects the ongoing momentum of our Lifestyle portfolio, which is one of the most dynamic areas of expansion for our company as we plan to grow to offer 700 Lifestyle hotels globally by 2028, with 60 opening this year alone,” said Hilton CEO Chris Nassetta. The Undergraduate by Hilton property will be built to feel like an “always-on, off-campus hangout” with guest rooms designed as creative classrooms, an all-day barista-led market, grab-and-go retail, and a cocktail program powered by Authentic Hospitality . The new portfolio of hotels will participate in Hilton Honors ( HLT ). Hilton ( HLT ) shares are currently outperforming the S&P 500 year-to-date. More on Hilton Worldwide Hilton Worldwide Holdings: Valuation Has Gone A Bit Too Far Hilton Worldwide Holdings Inc. (HLT) Q1 2026 Earnings Call Transcript Hilton Worldwide Holdings: Solid Growth But At A Full Valuation Hilton announces launch of senior notes offering Travel stocks move higher as oil tumbles on US.-Iran deal talks
In this article DCH GM Follow your favorite stocks CREATE FREE ACCOUNT Three Rivers, Michigan USA, 29 March 2026, Members of the United Auto Workers rally for better wages as contract negotiations begin with American Axle (aka Dauch Corp.). Jim West | Universal Images Group | Getty Images DETROIT – Nearly 1,000 workers at a Michigan supplier plant that makes parts for General Motors pickup trucks ...
In this article DCH GM Follow your favorite stocks CREATE FREE ACCOUNT Three Rivers, Michigan USA, 29 March 2026, Members of the United Auto Workers rally for better wages as contract negotiations begin with American Axle (aka Dauch Corp.). Jim West | Universal Images Group | Getty Images DETROIT – Nearly 1,000 workers at a Michigan supplier plant that makes parts for General Motors pickup trucks went on strike Monday after not reaching a new contract with the company. The United Auto Workers union on Monday confirmed workers at an axle and components plant in Three Rivers, Mich. for Dauch Corp. (formerly known as American Axle and Manufacturing) walked out of the factory and onto picket lines at 12:01 a.m. ET Monday. The union did not release a full list of demands, but said in a press release Sunday night that workers are still trying to regain wages lost during the Great Recession. "We'll stay out on strike until this company comes to its senses," UAW President Shawn Fain said during a Sunday video announcement . "The full force of the UAW international union will be standing with these workers. So, American Axle, time is up. No contract, no axles." The union said longtime workers who were making as much as $29 an hour saw their wages slashed to $14.50 in 2008. Current wages top out at $22 an hour after a five-year progression, the union said. A spokesman for Dauch in an emailed statement called the strike "disappointing." He did not immediately respond to a question about bargaining details. Three Rivers, Michigan USA, 29 March 2026, Members of the United Auto Workers rally for better wages as contract negotiations begin with American Axle (aka Dauch Corp.). Jim West | Universal Images Group | Getty Images "The company believes that the best outcomes for everyone – our associates, the union, and the company – are reached at the bargaining table. We remain committed to negotiating with the union in good faith and hope to promptly reach a fair agreement," the comp...
andipantz/E+ via Getty Images Intel Corporation ( INTC ) is down over 6% on Monday, building on Friday’s 5% dip. This comes as the overall market is in the green, and the positives priced in for Intel prove premature. Seeking Alpha But beyond that, this is a headline-driven pullback, so let’s get right into it. Nvidia Enters Intel’s Living Room: At Computex 2026 in Taipei, Nvidia’s CEO Jensen Huan...
andipantz/E+ via Getty Images Intel Corporation ( INTC ) is down over 6% on Monday, building on Friday’s 5% dip. This comes as the overall market is in the green, and the positives priced in for Intel prove premature. Seeking Alpha But beyond that, this is a headline-driven pullback, so let’s get right into it. Nvidia Enters Intel’s Living Room: At Computex 2026 in Taipei, Nvidia’s CEO Jensen Huang announced the RTX Spark superchip , an Arm ( ARM )-based processor built alongside Microsoft ( MSFT ) that will debut in Windows PCs from Dell ( DELL ), HP Inc. ( HPQ ), ASUS, Lenovo, and MSI this fall. In simple terms, RTX Spark is a full system-on-chip design combining an Arm CPU, a Blackwell GPU, and up to 128 GB of unified LPDDR5X memory. This marks Nvidia's entry into the consumer PC processor market directly against Intel, Advanced Micro Devices ( AMD ), Qualcomm ( QCOM ), and Apple ( AAPL ). Webull According to Huang, This reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone. At full spec, the chip offers up to 20 Arm CPU cores, 6,144 CUDA cores, and up to 300 GB/s of memory bandwidth, with enough headroom to run 120-billion-parameter LLMs entirely offline with context lengths up to one million tokens. The Nvidia announcement lands at a particularly vulnerable moment for Intel. Intel's server CPU market share fell to 54.9% in Q1 '26 , down from 64.4% a year prior, as AMD- and Arm-based alternatives continue to gain ground. On the client side, the RTX Spark now opens a second front, because while the consumer PC segment has historically been one of Intel's more stable revenue streams, it is now contested by the same company that displaced Intel in the data center AI race. Compounding the competitive pressure is, of course, Intel's foundry drag. Intel Foundry reported approximately $10.3 billion in operating losses for FY25, and the division continues to struggle to attract external customers at scale...
andipantz/E+ via Getty Images Intel Corporation ( INTC ) is down over 6% on Monday, building on Friday’s 5% dip. This comes as the overall market is in the green, and the positives priced in for Intel prove premature. Seeking Alpha But beyond that, this is a headline-driven pullback, so let’s get right into it. Nvidia Enters Intel’s Living Room: At Computex 2026 in Taipei, Nvidia’s CEO Jensen Huan...
andipantz/E+ via Getty Images Intel Corporation ( INTC ) is down over 6% on Monday, building on Friday’s 5% dip. This comes as the overall market is in the green, and the positives priced in for Intel prove premature. Seeking Alpha But beyond that, this is a headline-driven pullback, so let’s get right into it. Nvidia Enters Intel’s Living Room: At Computex 2026 in Taipei, Nvidia’s CEO Jensen Huang announced the RTX Spark superchip , an Arm ( ARM )-based processor built alongside Microsoft ( MSFT ) that will debut in Windows PCs from Dell ( DELL ), HP Inc. ( HPQ ), ASUS, Lenovo, and MSI this fall. In simple terms, RTX Spark is a full system-on-chip design combining an Arm CPU, a Blackwell GPU, and up to 128 GB of unified LPDDR5X memory. This marks Nvidia's entry into the consumer PC processor market directly against Intel, Advanced Micro Devices ( AMD ), Qualcomm ( QCOM ), and Apple ( AAPL ). Webull According to Huang, This reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone. At full spec, the chip offers up to 20 Arm CPU cores, 6,144 CUDA cores, and up to 300 GB/s of memory bandwidth, with enough headroom to run 120-billion-parameter LLMs entirely offline with context lengths up to one million tokens. The Nvidia announcement lands at a particularly vulnerable moment for Intel. Intel's server CPU market share fell to 54.9% in Q1 '26 , down from 64.4% a year prior, as AMD- and Arm-based alternatives continue to gain ground. On the client side, the RTX Spark now opens a second front, because while the consumer PC segment has historically been one of Intel's more stable revenue streams, it is now contested by the same company that displaced Intel in the data center AI race. Compounding the competitive pressure is, of course, Intel's foundry drag. Intel Foundry reported approximately $10.3 billion in operating losses for FY25, and the division continues to struggle to attract external customers at scale...
Fluence Energy Inc. shares soared more than 40% after the US energy storage company said it collaborated with Siemens AG and Nvidia Corp. to develop a design for artificial intelligence data centers. The blueprint, which incorporates design work from nVent , would translate Nvidia’s AI factory vision into a deployable systems for data center providers, the companies said Monday in a statement. The...
Fluence Energy Inc. shares soared more than 40% after the US energy storage company said it collaborated with Siemens AG and Nvidia Corp. to develop a design for artificial intelligence data centers. The blueprint, which incorporates design work from nVent , would translate Nvidia’s AI factory vision into a deployable systems for data center providers, the companies said Monday in a statement. The reference plans involve a 136 megawatt data center facility that would incorporate Fluence batteries. The partnership would represent a potential new sales channel for Fluence, Barclays analyst Christine Cho said Monday in a research note . Shares of Fluence rose 37% to $25.90 at 11:38 a.m. in New York, after earlier climbing as much as 42%. The rapid build-out of data centers is creating new demand for energy storage. Developers are using batteries to get their factories up and running more quickly. In addition, batteries can respond more quickly to the rapidly fluctuating power demands of AI computing centers compared to traditional backup diesel generation.
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Tech leads the charge as Nvidia pushes deeper into the PC market and Jensen Huang makes the bullish case for software stocks. Berkshire Hathaway makes its first major deal under Greg Abel, buying Taylor Morrison for nearly $7 billion. Plus, Silicon Data CEO Carmen Li on the rise of AI futures mark...
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Tech leads the charge as Nvidia pushes deeper into the PC market and Jensen Huang makes the bullish case for software stocks. Berkshire Hathaway makes its first major deal under Greg Abel, buying Taylor Morrison for nearly $7 billion. Plus, Silicon Data CEO Carmen Li on the rise of AI futures markets, Meredith Whitney on housing and the fading American Dream, and Mercedes-AMG's Michael Schiebe on why performance still matters in the EV era. (Source: Bloomberg)
Across the frontier labs, the highest prompt injection figures published this spring are Anthropic’s. Point a red-teamer at its newest model in a browser, and the attacker hijacked it 31.5% of the time before safeguards engaged. OpenAI, Google, and Meta never gave security leaders a comparable number to set beside it. That figure looks like a liability. In this comparison, it is the opposite. It's...
Across the frontier labs, the highest prompt injection figures published this spring are Anthropic’s. Point a red-teamer at its newest model in a browser, and the attacker hijacked it 31.5% of the time before safeguards engaged. OpenAI, Google, and Meta never gave security leaders a comparable number to set beside it. That figure looks like a liability. In this comparison, it is the opposite. It's the one solid piece of ground. Four frontier labs each shipped a prompt injection disclosure, and no two match. Anthropic put 244 pages and four agentic surfaces on the table on May 28. OpenAI reported one surface, connectors . Google moved the subject out of the model card and into a separate safety framework . Meta shipped no closed-model card at all. The Cross-Vendor Prompt Injection Disclosure Grid below maps what each lab tested, what each one measured, and the four places a side-by-side comparison falls apart. A prompt injection hides a malicious instruction in something an agent reads, a web page, a document, or a tool result. One planted line can exfiltrate records or fire off actions nobody approved, and these cards are a buyer's only first-party evidence. There is no industry standard for measuring any of this, and that is the root of the problem. Carter Rees, VP of AI at Reputation , told VentureBeat that prompt injection breaks the assumption that every legacy tool was built on. "A phrase as innocuous as, 'ignore previous instructions' can carry a payload as devastating as a buffer overflow, yet it shares no commonality with known malware signatures." With no shared signature to scan for, each lab built its own yardstick, and the results do not line up. Adam Meyers, Senior Vice President of Counter Adversary Operations at CrowdStrike , said that the exposure is now the buyer's to manage. "As you implement AI, it increases your attack surface, so now you have to be able to protect those AI models against adversary misuse or data poisoning or prompt injection." C...
Hong Kong leader John Lee Ka-chiu has held talks with Kazakhstan’s president at the start of a visit to Central Asia, highlighting the city’s role as a “superconnector” bridging businesses with global markets, as his delegation sealed a wide range of partnership deals with the nation. Lee began his five-day trip on Monday by discussing ways to deepen economic cooperation and strengthen bilateral t...
Hong Kong leader John Lee Ka-chiu has held talks with Kazakhstan’s president at the start of a visit to Central Asia, highlighting the city’s role as a “superconnector” bridging businesses with global markets, as his delegation sealed a wide range of partnership deals with the nation. Lee began his five-day trip on Monday by discussing ways to deepen economic cooperation and strengthen bilateral ties with Kazakhstan, meeting President Kassym-Jomart Tokayev as well as Serik Zhumangarin, the...
Juliana Sahran/iStock via Getty Images Mizuho upgraded Federal Realty Investment Trust ( FRT ) to Outperform from Neutral as the retail REIT's historical multiple premium has evaporated on lower growth and weaker spreads. The company's management recently laid out plans to bolster its near-term growth to 5%-7.5% earnings growth in FY 2027/2028 from 3%-4% growth in 2024/2025. "We believe FRT is ent...
Juliana Sahran/iStock via Getty Images Mizuho upgraded Federal Realty Investment Trust ( FRT ) to Outperform from Neutral as the retail REIT's historical multiple premium has evaporated on lower growth and weaker spreads. The company's management recently laid out plans to bolster its near-term growth to 5%-7.5% earnings growth in FY 2027/2028 from 3%-4% growth in 2024/2025. "We believe FRT is entering a new growth cycle, as elevated in-place escalators, leasing, and occupancy upside, as well as accretive capital recycling, should drive above-average earnings growth through 2028," analyst Haendel St. Juste wrote in a note to clients. "We also believe FRT's superior consumer demographics offer incremental insulation for its portfolio in a potentially slower macro." St. Juste pointed to the Federal Realty's ( FRT ) presence in regions with household incomes at ~$125K, which has supported higher sales productivity and foot traffic compared with its peers. Mizuho's base case price target for the stock is $130, implying a low-teens total return. Its bull case of $150 implies a ~30% return. The firm's Outperform rating on FRT agrees with the SA Quant rating , average SA Analyst rating, and average Wall Street rating , all at Buy. Federal Realty ( FRT ) stock ticked down 0.1% in Monday midday trading. More on Federal REIT Federal Realty Investment Trust Upgraded As Q1 Strengthens The Growth And Dividend Case Federal Realty Investment Trust (FRT) Analyst/Investor Day Transcript Federal Realty raises 2026 core FFO guidance to $7.46-$7.55 as leasing and recycling accelerate Federal Realty stock up on beat-and-raise Q1, benefited by real estate sale
Nvidia CEO Jensen Huang hosted top South Korean tech executives including the boss of chipmaker SK Hynix at a boisterous dinner on Monday, as he looks to deepen ties with key partners ahead of what he called an "incredibly busy" stretch for the AI boom. SK Hynix CEO Kwak Noh-Jung, executives from Samsung Electronics, LG Electronics and Naver were among those at the "Korean Partner Night", held ...
Nvidia CEO Jensen Huang hosted top South Korean tech executives including the boss of chipmaker SK Hynix at a boisterous dinner on Monday, as he looks to deepen ties with key partners ahead of what he called an "incredibly busy" stretch for the AI boom. SK Hynix CEO Kwak Noh-Jung, executives from Samsung Electronics, LG Electronics and Naver were among those at the "Korean Partner Night", held at a traditional Taiwanese restaurant in Taipei on the sidelines of the Computex trade show. "Korea is a critical part of our ecosystem."
Florida Attorney General James Uthmeier has filed a lawsuit against OpenAI ( OPENAI ) and CEO Sam Altman, alleging that they released an unsafe product and ignored warnings that it could harm users. The lawsuit alleges that OpenAI allowed ChatGPT to aid and abet mass shooters, encourage people to take their own lives, degrade users' critical thinking skills, and addict minors to a tool that feigns...
Florida Attorney General James Uthmeier has filed a lawsuit against OpenAI ( OPENAI ) and CEO Sam Altman, alleging that they released an unsafe product and ignored warnings that it could harm users. The lawsuit alleges that OpenAI allowed ChatGPT to aid and abet mass shooters, encourage people to take their own lives, degrade users' critical thinking skills, and addict minors to a tool that feigns human compassion, the Wall Street Journal reported . OpenAI did not immediately respond to Seeking Alpha's request for comment. Florida became the first state to sue OpenAI and Altman over the issue. "This litany of harms is driven by Defendants’ insatiable quest to win the AI arms race and amass large fortunes, despite knowing the danger of ChatGPT," said the lawsuit. Lawmakers, legal authorities, and public interest groups have been raising concerns about the risks posed by AI. The lawsuit noted that it seeks to protect Floridians from OpenAI’s conduct and mitigate what it describes as a dangerous public nuisance, the report noted. The suit also looks to hold Altman personally liable for harm it says he has caused Floridians. In April, Uthmeier launched a criminal investigation into Microsoft ( MSFT )-backed OpenAI after an initial review by prosecutors of the chat logs between ChatGPT and a gunman who opened fire at Florida State University last year. The lawsuit alleged that OpenAI marketed ChatGPT as reliable despite its tendency to sometimes generate dangerous misinformation, the report noted. In addition, the lawsuit alleges that the company exploits human compassion to collect user data and lacks necessary safeguards for minors. The suit also noted that OpenAI created some parental controls but does not require children's accounts to be linked to a parent's account, the report added. More on OpenAI OpenAI IPO Will Be An Artificial Intelligence Bubble Litmus Test Wall Street Lunch: Ex-OpenAI Researcher's Fund Shorts Nvidia, AI Chip Stocks Wall Street Lunch: UAE Blin...
Carvana (NYSE:CVNA) is back in the spotlight after a blowout quarter, an S&P 500 induction, and a CEO promising 3 million units at 13.5% adjusted EBITDA margins by the next decade. But the details beneath the headline deserve a closer look. The Hype Trade Is Already Cracking Carvana is the textbook crowded trade. The stock ... Carvana Is Out: This High-Yield Cash Cow Is the Ultimate Inflation-Beat...
Carvana (NYSE:CVNA) is back in the spotlight after a blowout quarter, an S&P 500 induction, and a CEO promising 3 million units at 13.5% adjusted EBITDA margins by the next decade. But the details beneath the headline deserve a closer look. The Hype Trade Is Already Cracking Carvana is the textbook crowded trade. The stock ... Carvana Is Out: This High-Yield Cash Cow Is the Ultimate Inflation-Beating Buy Right Now