The raging demand for computers to run AI models has only accelerated, but there are two major obstacles that anyone in the business needs to overcome: getting the right chips, and getting them into data centers where they can start generating revenue. General Compute, a new inference neocloud — a company that rents out AI processing power, specializing in the phase when models are running and responding to users rather than being trained — has answers to those questions that illuminate where the AI ecosystem is headed. Those answers helped it raise a $15 million seed round at a $60 million post-money valuation, led by FUSE VC with participation from Carya Venture Partners and Village Global Ventures. First, what is the right chip? The demand for GPUs has gone through the roof, but it’s becoming conventional wisdom that they aren’t the best-suited chips for running AI models once they have been trained. The phase of AI where a model is actively generating responses has different computational requirements than training, and a new class of chips is being designed specifically for it. Nvidia’s $20 billion Groq transaction in December and Cerebras’ $57 billion IPO last week point the way. With capacity strained at both those companies, the co-founders of General Compute, CEO Finn Puklowski and CTO Jason Goodison, found another option. They’re turning to specialized chips built by SambaNova, an Intel-backed chipmaker focused on inference that has fallen a bit out of the Silicon Valley conversation. That may change when SambaNova releases its new chips this year. The architecture is more flexible and uses more memory to store context during inference calculations, and SambaNova claims that it outperforms not just GPUs but also other specialized chips built by the likes of Groq or Cerebras. Puklowski says the new chips will generate 600 to 700 tokens per second, versus about 250 tokens per second for GPUs. General Compute has $300 million of the company’s SN50 chips on or...

The stock market has, through geopolitical conflicts and jittery bubble-fearing uncertainties, once more proven its tenacity and resilience. 2026 has been anything but stable, yet the S&P 500 has clocked an almost 9% gain thus far. Once again, artificial intelligence (AI) stocks are crushing it, with AI spending expected to hit $2.5 trillion -- roughly the GDP of Canada. The enthusiasm for AI has helped companies even remotely peripheral to the technology, from nuclear stocks supplying the energy to industrial stocks mining for the metals. Looking ahead over the next 10 or so years, these trends suggest that the following two growth stocks have significant upside potential. 1. A company with enough metals to make 280 million electric vehicle batteries TMC The Metals Company (TMC +1.42%) is on the cusp of unlocking a multi-billion opportunity in the deep sea. The metal company and deep-sea miner has exploratory rights to the Clarion-Clipperton Zone (CCZ) in the Pacific Ocean, where a lode of roughly $24 billion sits in the form of polymetallic nodules. Expand NASDAQ : TMC TMC The Metals Company Today's Change ( 1.42 %) $ 0.08 Current Price $ 5.71 Key Data Points Market Cap $2.5B Day's Range $ 5.42 - $ 5.78 52wk Range $ 3.93 - $ 11.35 Volume 94.5K Avg Vol 5.6M Nodules -- rocks, bones, fragments of shells that have accumulated the ocean's natural elements over millions of years -- contain four metals crucial for making batteries, including nickel, cobalt, copper, and manganese. Although the company has historically positioned itself as a metal supplier for electric vehicles, copper found in these nodules could be used for cables, transformers, and other parts in data center infrastructure. TMC doesn't have regulatory approval to mine the nodules, but that may change soon. The U.S. government has been supportive of deep-sea mining, and it recently determined TMC's application was in full compliance. The company estimates it will begin operations in late 2027 -- a major ...

is a senior editor and founding member of The Verge who covers gadgets, games, and toys. He spent 15 years editing the likes of CNET, Gizmodo, and Engadget. Posts from this author will be added to your daily email digest and your homepage feed. They started at $1,000. Then $700. Then $600 budget machines. Now, Qualcomm says the price of its Arm-based Windows laptops will hit $300 this year. Even though RAMageddon has yet to subside and PC prices keep climbing, the company says it’s built a new budget laptop platform called Snapdragon C — “C” as in “Compute” — to keep entry-level laptops affordable. “With Snapdragon C, we are raising the bar for what budget-conscious laptop buyers should expect,” Qualcomm senior director of product management Mandar Deshpande told journalists on a conference call. “You get the benefits of a responsive system, lag-free performance, browsing, video calls, streaming, multitasking, everything.” Up until now, getting everything has been a tall order even at $600. Would these laptops really undercut the MacBook Neo by up to half? The new laptops should also have “all-day battery life,” “not a lot of fan noise,” and be “a laptop that just works,” added Deshpande. Qualcomm and partners are assuredly cutting some corners to get to $300. The new platform doesn’t use Qualcomm’s Oryon CPU cores that underpin all its latest Windows laptop and smartphone chips, for instance, but are instead based on the older Kryo cores found in older phones and Chromebooks. And while “even the slowest tier” will now have an NPU for local AI compute, they won’t meet Microsoft’s Copilot Plus PC requirements for its full suite of AI tools, the company admits. The Acer Aspire Go 15 AG15-Q31P, the first confirmed machine with Snapdragon C. Image: Acer Acer, HP, and Lenovo are the first partners. Acer is lightly announcing its system today: the Acer Aspire Go 15 AG15-Q31P. It’s a 15.6-inch 1080p laptop with “up to” 8GB of RAM and 512GB of storage, with two “full-functi...

Posts from this author will be added to your daily email digest and your homepage feed. Xiaomi has announced the 17T and 17T Pro, two cheaper spins on its 17 series flagships. As is usual for the T-series, the focus is more on performance than photography, with the biggest batteries Xiaomi has included on any of its phones outside China yet. The 17T includes a 6,500mAh silicon-carbon battery, while the 17T Pro goes even bigger with 7,000mAh, which I found to be enough to keep the phone running for up to two days. Xiaomi has included bigger batteries than these on previous China-only phones — the recent 17 Max has an 8,000mAh capacity — but never its international models, except those released under subsidiary Poco. Both phones are powered by MediaTek Dimensity chipsets — the 8500-Ultra in the 17T, and the 9500 in the 17T Pro — with 12GB of RAM. The Pro model is bigger, with a 6.83-inch display rather than 6.59-inch, and also benefits from a 144Hz refresh rate, wireless charging, and faster 100W wired charging. Previous Next 1 / 4 The 17T Pro has a roomy 6.83-inch, 144Hz OLED display. The camera setups are almost identical, apart from a slightly larger main camera sensor on the 17T Pro — both phones have the same 50-megapixel, 5x telephoto camera; 12-megapixel ultrawide; and 32-megapixel selfie shooter. I tested the 17T Pro for a few days and mostly enjoyed the camera, but it’s pretty clearly a step down from the regular Xiaomi 17, which uses the same main camera but is superior across the other three lenses. The 17T phones are for those who want bigger versions of the Xiaomi flagship, with better battery life, and don’t mind compromising a little on the cameras to get it. Previous Next 1 / 8 Both 17T phones are launching across Europe. The 17T starts from €749 (about $870), while the 17T Pro begins at €899 ($1,045), keeping them comfortably cheaper than the €999 Xiaomi 17. Photography by Dominic Preston / The Verge

is a senior editor and founding member of The Verge who covers gadgets, games, and toys. He spent 15 years editing the likes of CNET, Gizmodo, and Engadget. Posts from this author will be added to your daily email digest and your homepage feed. Steam Deck, ROG Ally, and more: all the news about the handheld PC gaming revolution Intel is barely in the handheld gaming PC space — but that might be about to change. After the embarrassment that was the first MSI Claw and the excellent MSI Claw 8 AI Plus that followed it, Intel announced it would create custom handheld gaming chips. Today, it’s formally announcing them as the Arc G3 and Arc G3 Extreme. There’s a lot we don’t know about the chips, which are rumored to have two fewer CPU cores than Intel’s Panther Lake laptop chips, but feature a full compliment of Xe3 GPU cores to run games. (We’ve heard we may get more details from Intel shortly, and I’ll add them to this story if so.) But we do already know that they’ll feature in the just-announced Acer Predator Atlas 8 — which just might wind up being Acer’s first handheld after the Acer Nitro Blaze 7, 8, and gigantic 11 went MIA. The Predator Atlas 8, with dedicated Xbox Game Bar and “PredatorSense” buttons. Image: Acer The new Atlas 8 will come in at least two variants, one with an Intel Arc G3 Extreme and its Arc B390 graphics with 12 Xe3 GPU cores, and one with an Intel Arc G3 and the Arc B370 with 10 Xe3 cores instead. Each is paired with 24GB of LPDDR5x RAM at 7467 MT/s, and cooled by “the first metal fan in a handheld” with 89 blades and a claimed 10 percent airflow increase over the competition. The handheld will weigh around 810 grams (1.79lb) with a large 80Wh battery, or 770 grams (1.7lb) with an above-average 60Wh battery — presumably the higher end model comes with the bigger battery, like competing handhelds do. All the ports are up on top. Image: Acer The 8-inch screen sounds above average, too. It’s a 1920 x 1200 IPS panel at 16:10 aspect ratio, in a na...

In all my time testing Panther Lake, it’s been clear that Intel Core Ultra Series 3 chips are huge for gaming — packing a beasty internal GPU with all that XeSS 3 AI trickery to boost frame rates to unseen levels in anything outside of a dedicated Nvidia RTX 50-series gaming laptop. Team Blue knew they were onto something, and confirmed a different version of this chip with that same GPU will be coming to gaming handhelds. And now at Computex 2026, it’s finally happening. Meet the Intel Arc G3 and Arc G3 Extreme processors — you can expect full testing and a deep dive from me soon, but for now, here’s everything you need to know. Intel Arc G3: Specs comparison Swipe to scroll horizontally Spec Intel Arc G3 Intel Arc G3 Extreme AMD Ryzen Z2 Extreme Cores 14 14 8 cores / 16 threads Core mix 2 performance, 8 efficiency, 4 LP-efficiency 2 performance, 8 efficiency, 4 LP-efficiency 3 Zen 5, 5 Zen 5c GPU cores Arc B370 (10 Xe3 cores) Arc B390 (12 Xe3 cores) RDNA 3.5 (16 cores) Max GPU clock speed 2.2 GHz 2.3 GHz 2.9 GHz The deep dive (Image credit: Intel) A lot more details (and hands-on time) will be shared at Computex, and you'll see these handhelds start to roll out in June, with broader availability "throughout the year." Latest Videos From Translation: expect to see Arc G3 and Arc G3 Extreme handhelds launch sometime in August. These chips take that breakthrough integrated GPU from the Core Ultra X series chips — the 10-core Arc B370 for the G3, and the 12-core Arc B390 for the G3 Extreme — and stuff them into a handheld with a lower wattage. The result? I predict shockingly good gameplay on the go with power efficiency at its heart (thanks to that improved power management and the new efficiency cores being able to take on more of the load). But the advantages over AMD keep coming. Intel is able to precompile in-game shaders using cloud servers (no more waiting ages for your cloud shaders). Tom's Guide: Direct to Your Inbox Get instant access to breaking news, the h...

MARLBOROUGH, Mass., May 28, 2026 (GLOBE NEWSWIRE) -- ConnectM Technology Solutions, Inc. (OTCQX: CNTM) (“ConnectM” or the “Company”), a constellation of technology-driven businesses powering the modern energy economy, today reported first quarter 2026 results, highlighted by a year-over-year narrowing of Net Loss and Adjusted EBITDA loss, a 19% reduction in selling, general and administrative expenses, and the activation of Keen Labs Operations, Inc. (“Keen Labs”) as the Company’s U.S. product revenue platform. The quarter marks a deliberate inflection in the Company’s portfolio. ConnectM divested or wound down four sub-units of its Owned Service Network and Managed Solutions segments, activated Keen Labs with $1.9 million of first-quarter product revenue, grew Logistics 23% year-over-year to $3.1 million, and reduced SG&A by 19%—a 4% reduction in Net Loss and narrowing Adjusted EBITDA loss to $2.7 million from $3.0 million in the prior-year quarter, even as the Company absorbed $2.9 million of non-cash divestiture losses. Subsequent to quarter end, ConnectM signed the Blue Cloud India Share Swap, closed the Harry Kahn Associates defense acquisition, and effected a 1-for-32 reverse stock split in support of a planned national exchange uplisting. First Quarter 2026 Highlights Net loss of $6.7 million, down 4% from $7.0 million in the prior-year quarter, despite absorbing $2.9 million of non-cash losses on the dispositions of Air Temp Service Co. and Green Energy Gains. down 4% from $7.0 million in the prior-year quarter, despite absorbing $2.9 million of non-cash losses on the dispositions of Air Temp Service Co. and Green Energy Gains. Adjusted EBITDA loss narrowed to $(2.7) million from $(3.0) million, a $0.3 million year-over-year improvement absorbed against meaningful transition-related costs. from $(3.0) million, a $0.3 million year-over-year improvement absorbed against meaningful transition-related costs. SG&A declined 19.0% to $5.1 million (approximately $1....

Miami, Florida, May 28, 2026 (GLOBE NEWSWIRE) -- Canals, the leader in AI for wholesale distribution, today announced the company raised $35M in funding. The financing was led by Base10 Partners, a leading venture capital firm investing in automation for the real economy. The investment will accelerate product development to eliminate friction from the thousands of daily interactions between distributors and their customers and suppliers, unlocking a new era of growth for the $8.2T wholesale distribution industry. With customers seeing results like doubling quote conversion rates and 96% touchless invoice processing, demand to automate additional operations with AI is surging. “From conversations with many Canals customers as well as our own contacts in wholesale distribution, we kept hearing the same thing over and over again: Canals is customer-obsessed and delivers outstanding ROI. Its technology and team are clearly the best in the market,” said Jason Kong, General Partner at Base10 Partners. “They’re outperforming, by orders of magnitude, others marketing similar solutions, so it was an easy decision to partner with Michael and this incredible team. We could not be more grateful for their trust in us.” “Our customers operate in the real world, with messy inputs, imperfect data, and constant change, which made automation difficult to impossible before AI,” said Michael Delgado, CEO and Co-Founder of Canals. “We’ve built the most accurate AI for wholesale distribution to finally free teams from manual data entry and enable stronger relationships across the supply chain.” Canals is a proven partner to over 100 distributors, including DSG, The Kendall Group, Locke Supply, and some of the largest distributors in the world. It has already processed over 8 million sales orders and $5 billion in payables, with sales growth surpassing best-in-class tech benchmarks—all without venture capital. “As DSG has expanded to serve customers across electrical, HVAC, plumbing, and...

Declares $0.20 Per Share Cash Dividend – 18th Consecutive Quarterly Distribution Adds Capesize Newbuilding for 2027 - Fleet Renewal Program Expands to $460 Million Across Six Modern Eco-Design Capesizes/Newcastlemax Highlights (in million USD, except EPS and TCE) Q1 2026 Q1 2025 YoY Growth (%) Net Revenues $42.9 $24.2 +77% Net income / (loss) $9.7 ($6.8) Adjusted net income / (loss)1 $13.4 ($5.5) EBITDA1 $23.6 $6.6 +258% Adjusted EBITDA1 $28.1 $8.0 +251% Fleet TCE2 $24,219 $13,403 +81% Earnings / (loss) per share Basic & Diluted $0.45 ($0.34) Adjusted earnings / (loss) per share Basic & Diluted1 $0.63 ($0.27) ________________ 1 Adjusted earnings / (loss) per share, Adjusted Net Income / (loss), EBITDA and Adjusted EBITDA are non-GAAP measures. Please see the reconciliation below of Adjusted earnings per share, Adjusted Net Income, EBITDA and Adjusted EBITDA to net income, the most directly comparable U.S. GAAP measure. 2 Time Charter Equivalent (“TCE”) rate is a non-GAAP measure. Please see the reconciliation below of TCE rate to net revenues from vessels, the most directly comparable U.S. GAAP measure. Highlights and Developments: Financial performance & Shareholder Returns EPS of $0.45 and Net income of $9.7 million Adjusted EPS of $0.63 and Adjusted EBITDA of $28.1 million, up 251% year-over-year, reflecting the earnings power of Seanergy's pure-play Capesize platform 18th consecutive quarterly cash dividend of $0.20 per share; cumulative distributions of $2.84 per share ( ~ $55.6 million) since program inception Fleet renewal program: $460 Million Program - Six Modern Eco-Design Vessels Contracted six scrubber-fitted newbuildings at leading Japanese and Chinese shipyards: five 181,500 dwt Capesizes (four delivering Q2–Q4 2027, one Q1 2029) and one 211,000 dwt Newcastlemax (Q2 2028) — securing delivery slots that are increasingly scarce globally Agreed the sale of a 2010-built Capesize vessel for $29.5 million, expected to generate approximately $13.4 million in ...

LIMASSOL, Cyprus, May 28, 2026 (GLOBE NEWSWIRE) -- Toro Corp. (NASDAQ: TORO), (“Toro”, or the “Company”), a global energy transportation provider, today announced its results for the three months ended March 31, 2026. Highlights of the First Quarter Ended March 31, 2026: Total vessel revenues from continuing operations: $6.0 million, as compared to $5.5 million for the three months ended March 31, 2025, or a 9.1% increase; Net income from continuing operations: $0.5 million, as compared to $1.5 million for the three months ended March 31, 2025, or a 66.7% decrease; Net income: $0.5 million, as compared to $1.6 million for the three months ended March 31, 2025, or a 68.8% decrease; (Loss)/Earnings per common share, basic, from continuing operations: $(0.023) per share, as compared to $0.019 per share for the three months ended March 31, 2025; EBITDA (1) from continuing operations: $1.3 million, as compared to $1.0 million for the three months ended March 31, 2025; Cash of $81.6 million as of March 31, 2026, as compared to $87.4 million as of December 31, 2025; On December 5, 2025, we declared a special dividend of $1.75 per common share, consisting of either cash or our common shares. The dividend was payable to our shareholders of record at the close of business on December 16, 2025 and was paid on January 16, 2026 in the form of $9.3 million in cash and 7,378,575 shares of our common stock. On March 30, 2026, we entered into an up to $60.0 million revolving credit facility with a leading European financial institution which was partially drawn down on April 2, 2026. (1) EBITDA is not a recognized measure under United States generally accepted accounting principles (“U.S. GAAP”). Please refer to Appendix B for the definition and reconciliation of this measure to Net income, the most directly comparable financial measure calculated and presented in accordance with U.S. GAAP. Management Commentary: Mr. Petros Panagiotidis, Chief Executive Officer of the Company, comme...

This designation recognizes Leah for delivering software solutions built on the Microsoft Cloud that demonstrate interoperability and meet program requirements. LONDON, May 28, 2026--(BUSINESS WIRE)--Leah, the AI-native agentic platform powering legal, procurement, finance and shared services for the world's largest enterprises on one connected system, a Microsoft partner, today announced it has earned the Solutions Partner* with certified software** designation for Financial Services within the Microsoft AI Cloud Partner Program. This designation recognizes software that demonstrates interoperability with the Microsoft Cloud and meets program requirements. The certified software designation reflects Leah’s capabilities meeting the program’s requirements. The certified software solution demonstrates interoperability with Microsoft platforms such as Microsoft Azure, Microsoft 365, or Dynamics 365. "In financial services, commercial complexity keeps mounting. Regulatory exposure, supplier obligations, contract risk—it all compounds. This designation means enterprises can now bring Leah’s full autonomous execution capabilities into the Microsoft ecosystem they already trust, transforming that complexity into commercial intelligence they can actually act on." said Sarvarth Misra, CEO and Co-Founder of Leah. "Attaining a Solutions Partner* with certified software** designation is an important way for partners to stand out in the market and demonstrate their proven capabilities in areas of high customer demand. Earning a certified software designation for your solution can help position you to meet the growing demand for cloud-based solutions. We’re pleased to welcome Leah to Microsoft's exclusive growing network of partners with certified software designations," said Andrew Smith, GM, Partner Programs & Experiences. About Leah Leah is an AI-native enterprise Agentic Operating System designed to autonomously run complex workflows across legal, contracting, procurement, fi...

Veteran technology executive and AI infrastructure leader brings deep expertise in enterprise AI, data infrastructure and cloud computing SAN JOSE, Calif., May 28, 2026--(BUSINESS WIRE)--Western Digital Corporation (Nasdaq: WDC), the storage foundation of the AI-driven data economy, today announced the appointment of Manuvir Das to its board of directors, effective May 26, 2026. Das previously held senior leadership roles at NVIDIA, Dell EMC, and Microsoft, and brings deep expertise in enterprise AI, data infrastructure, and cloud computing. He currently serves as an Operating Partner in the Digital Infrastructure group at Stonepeak Partners LP, a position he assumed in April 2025. "Manuvir is a highly respected technology leader with a strong track record of driving innovation across some of the world’s leading AI, cloud, and enterprise infrastructure companies," said Marty Cole, chairman, WD. "His experience helping enterprises operationalize AI at scale, combined with his deep understanding of data infrastructure and storage, will be invaluable as WD continues building the infrastructure that makes AI possible. We are excited to welcome Manuvir to the board." "I am honored to join WD’s board at such an important moment for the industry," said Manuvir Das. "AI is reshaping the technology landscape and driving extraordinary growth in data creation and infrastructure investment. WD's storage infrastructure is foundational to enabling AI at scale. I look forward to working with the board and leadership team as the company continues helping customers build for the future." Das most recently served as Head of Enterprise Computing at NVIDIA, where he led the company’s enterprise AI strategy, launched the NVIDIA AI Enterprise software suite, and worked to make AI more accessible and production-ready for enterprise customers worldwide. Prior to NVIDIA, Das led Dell EMC’s unstructured data storage business, overseeing the scale-out Isilon NAS platform and the scale-out ECS...

Consumption-based pricing models are driving costs 40% beyond budget, and catching out enterprise finance teams including at Uber and Microsoft LONDON, May 28, 2026 /PRNewswire/ -- Vertice, the AI procurement platform built for the modern enterprise, has launched AI Cost Optimization in response to businesses' inability to track, predict or control AI usage and spend. Earlier this month, Uber admitted it had exhausted its entire 2026 AI budget by April, after usage among its 5,000-strong engineering team climbed from 32% to 84% in just one month. Meanwhile. Microsoft is urgently cancelling most of its non-GitHub AI licenses by 30 June 2026, after token-based billing made its costs unsustainable. Accessible through Vertice's award-winning intelligent procurement platform, AI Cost Optimization creates a unified view of spend, usage and commitments across all AI providers, with automated projections, pre-emptive alerts and intelligent cost control recommendations. Vertice's analysis of $75bn+ spend across 250k+ negotiated contracts - the largest global dataset of software pricing - has revealed that in just the last 12 months, the proportion of SaaS vendors offering seat-based pricing plans has plummeted from approximately half to a third - with the remaining two-thirds of all plans now either consumption-based or hybrid. Vertice's analysis has also revealed that consumption-based pricing: Offers less negotiation leverage, resulting in 42% lower discounts versus seat-based models. Costs on average 37% more per user than seat-based pricing. Is 3X more likely to incur overage charges than seat-based models. Typically exceeds budgets by nearly 40%, versus just 5% for seat-based. "Consumption-based pricing is a perfect storm for finance, procurement and IT teams. AI usage has driven demand to unprecedented levels, creating an AI arms race in every SaaS vertical. The economics of AI infrastructure have meant that pricing models have radically changed too. Which means as com...

Dougal Waters/DigitalVision via Getty Images Micron Hits $1T Valuation Following Earnings Blowout Q1 earnings season has nearly wrapped, with the S&P 500 delivering its strongest growth since 2021, lifting markets in the face of macro headwinds and the war in Iran. As of May 21, 94% of S&P 500 ( SP500 ) companies have reported Q1 2026 results, with 84% delivering a positive EPS surprise and 81% beating revenue estimates. The Tech sector has driven the majority of Q1 earnings growth for the S&P 500. Factset Source Link Sector performance varied widely, with tech once again powering outsized earnings gains. The Magnificent 7 posted a 63.2% Y/Y jump, capped by NVIDIA’s ( NVDA ) standout report last week. A relative outsider, but longstanding Quant favorite , Micron Technology ( MU ) also broke out, posting an extraordinary 682% Y/Y earnings surge and ranked among the top five contributors to the S&P 500’s earnings growth for the quarter. These results, accompanied by a slew of analyst upgrades, have contributed to a significant rally in MU’s shares, lifting the company into the exclusive $1 trillion market-cap club. moby.invest Source: moby.invest As market leadership evolves, the makeup of the S&P 500 is also set to shift, with a new cohort of AI-focused IPOs expected this summer. SpaceX’s $1.75 T Moonshot: AI‑Fueled IPOs vs. Top Quant Stocks The IPO market is heating up, with several high‑profile companies reportedly preparing to go public, including SpaceX (SPACE), OpenAI ( OPENAI ), and Anthropic ( ANTHRO ). This next wave of mega‑cap listings could reshape the S&P 500 and help drive its next phase of growth, particularly as indexes update inclusion rules to capture these hot new offerings. However, many of these deals are raising eyebrows on fundamentals. SpaceX, which filed its S-1 registration statement, is targeting a $1.75 trillion valuation, which is nearly 100x 2025 revenue, even as the business still posts sizable losses outside of Starlink. While much of t...

Jessie Casson/DigitalVision via Getty Images An all sector dividend portfolio In today's article, I am designing what I consider an 'all-weather' dividend growth portfolio. This portfolio is based on all 11 sectors of the stock market ( SPY, QQQ, DIA, VOO, IVV ). The aim is to select the best large-cap stocks from each sector and then equally weight a portfolio of 11 stocks. For those who read my work, you know I'm a fan of screening and scoring methodologies similar to Joel Greenblatt's Magic Formula, and the back-testing methods used by James O'Shaughnessy in his classic book, What Works on Wall Street . Both looked at factor-based screening methods, where the higher the score, the better the ranking for the stock. These methods usually contain two or more factors. Joel Greenblatt's classic system was based on earnings yield [1 divided by the P/E ratio], plus return on invested capital [ROIC]= score. This was supposed to identify stocks that were both cheap by their earnings yield and of high quality, as justified by the management's returns on capital. In today's article, I'm using my own factor system, which I like to use for dividend stocks, simply dividend yield + free cash flow yield = score . The screen source of data The first thing I did was take the top ten company's by market cap from the State Street Sector SPDR ETFs : State Street Utilities Select Sector SPDR ETF ( XLU ) State Street Real Estate Select Sector SPDR ETF ( XLRE ) State Street Materials Select Sector SPDR ETF ( XLB ) State Street Industrial Select Sector SPDR ETF ( XLI ) State Street Health Care Select Sector SPDR ETF ( XLV ) State Street Financial Select Sector SPDR ETF ( XLF ) State Street Energy Select Sector SPDR ETF ( XLE ) State Street Consumer Discretionary Select Sector SPDR ETF ( XLY ) State Street Consumer Staples Select Sector SPDR ETF ( XLP ) State Street Communication Services Select Sector SPDR ETF ( XLC ) The logic of the scoring factors Next, I'll get to the elements of my ...

NEWMEDIA.COM New analysis by NEWMEDIA.COM shows how an ecommerce brand grew Amazon sales from $138K to over $2M with minimal paid media using conversion optimization and organic ranking strategies RankOS™ Amazon Organic Growth Case Study | 25× Revenue Growth Without PPC Dependence NEWMEDIA.COM case study showing how RankOS™, its Digital Growth Operating System framework, scaled Amazon revenue 25× year-over-year while generating more than 80% of revenue organically through CRO-first ranking strategy. · GlobeNewswire Inc. NEW YORK, NY, May 28, 2026 (GLOBE NEWSWIRE) -- NEWMEDIA.COM today released a new case study demonstrating how its proprietary RankOS™ Digital Growth Operating System helped an ecommerce brand scale Amazon revenue approximately 25× year-over-year, growing from $138,000 to more than $2 million year-to-date within a 10-month period. The engagement deployed RankOS™ as an Amazon-native growth system, prioritizing conversion rate optimization (CRO) and organic ranking mechanics over heavy reliance on paid advertising. As a result, more than 80% of total revenue was generated organically, with only ~20% attributed to Amazon PPC. _____ Key Facts Amazon revenue scaled from $138K to $2M+ in under 10 months Projected annual revenue of approximately $3.5M Approximately 25× year-over-year growth 80%+ of revenue driven organically, ~20% from PPC RankOS™ deployed as an Amazon-native Digital Growth Operating System _____ Definition: Digital Growth Operating System A Digital Growth Operating System (DGOS) is a structured framework that integrates visibility, conversion optimization, analytics infrastructure, and continuous experimentation into a unified system designed to generate measurable digital revenue growth. RankOS™, developed by NEWMEDIA.COM, is an implementation of a Digital Growth Operating System designed to align discovery, conversion, and ranking algorithms into a coordinated growth architecture. _____ From PPC Dependence to Organic Dominance Many Amazon...

Key Points TMC The Metals Company could supply critical metals needed for electrification and data center infrastructure. Nano Nuclear Energy is designing a small nuclear reactor that could provide on-site power for AI data centers. 10 stocks we like better than TMC The Metals Company › The stock market has, through geopolitical conflicts and jittery bubble-fearing uncertainties, once more proven its tenacity and resilience. 2026 has been anything but stable, yet the S&P 500 has clocked an almost 9% gain thus far. Once again, artificial intelligence (AI) stocks are crushing it, with AI spending expected to hit $2.5 trillion -- roughly the GDP of Canada. The enthusiasm for AI has helped companies even remotely peripheral to the technology, from nuclear stocks supplying the energy to industrial stocks mining for the metals. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Looking ahead over the next 10 or so years, these trends suggest that the following two growth stocks have significant upside potential. 1. A company with enough metals to make 280 million electric vehicle batteries TMC The Metals Company (NASDAQ: TMC) is on the cusp of unlocking a multi-billion opportunity in the deep sea. The metal company and deep-sea miner has exploratory rights to the Clarion-Clipperton Zone (CCZ) in the Pacific Ocean, where a lode of roughly $24 billion sits in the form of polymetallic nodules. Nodules -- rocks, bones, fragments of shells that have accumulated the ocean's natural elements over millions of years -- contain four metals crucial for making batteries, including nickel, cobalt, copper, and manganese. Although the company has historically positioned itself as a metal supplier for electric vehicles, copper found in these nodules could be used for cables, transformers, and other parts in data center in...

"Oracle Java Uncovered" whitepaper details hidden costs of unlicensed Java use as 73% of organizations report being audited in the past three years SUNNYVALE, Calif., May 28, 2026--(BUSINESS WIRE)--Azul, the trusted leader in enterprise Java for today’s AI and cloud-first world, today published Oracle Java Uncovered: What Free Java Users Need to Know Now, a whitepaper on the risks facing organizations running Oracle Java in production without a paid subscription. Under Oracle’s Java SE Universal Subscription, licensing costs are tied to total employee count regardless of actual Java usage. A single unlicensed instance can trigger a demand to license the entire organization, often with multi-year back-usage fees at list price. The whitepaper outlines four paths forward and details risks for those considering unsupported OpenJDK, including patch stability and regulatory exposure under PCI-DSS 4.0 and DORA. Download the whitepaper at azul.com/oracle-java-uncovered. FAQs What happens if Oracle audits my company for unlicensed Java? A single unlicensed instance can result in a demand to license every employee, contractor, and part-time worker in the organization, along with multi-year back-licensing fees at list-price rates. Is switching to unsupported OpenJDK enough to eliminate Oracle Java risk? Unsupported OpenJDK removes ongoing licensing exposure but may not protect against back-usage fees for historical downloads. It also introduces patch stability and compliance risks under PCI-DSS 4.0 and DORA. How difficult is it to migrate from Oracle Java to OpenJDK? OpenJDK is the same Java, fully interchangeable with Oracle Java, requiring no code changes or re-architecture. Commercially supported OpenJDK providers offer proven migration methodology, automated tooling and expertise that minimize the timeline and resource burden. About Azul Azul is the trusted leader in enterprise Java for today’s AI and cloud-first world. Its open source-based Java platform empowers organiza...

Arista Networks (NYSE: ANET) continues to lead in AI networking, driven by massive revenue growth, strong margins, and enormous cash flow. While supply chain pressures create short-term uncertainty, the company's fundamentals and product innovation could position it for long-term success in cloud and AI infrastructure. Stock prices used were the market prices of May 22, 2026. The video was published on May 27, 2026. Continue reading

Serial entrepreneur joins forces with AI commerce platform to help brands create interactive commerce experiences LOS ANGELES, May 28, 2026--(BUSINESS WIRE)--Gary Vaynerchuk, serial entrepreneur, investor, and digital marketing pioneer, and District, an AI commerce platform, today announced a strategic partnership to advance the future of online commerce. As part of the partnership, Vaynerchuk will serve as an advisor to District, bringing his conviction in community-driven commerce and his expertise in live selling, brand building and digital culture to the company. Vaynerchuk brings both his experience building VaynerX into a global enterprise and his track record of early bets on companies like Facebook, Twitter, Snapchat, Venmo, Coinbase, and Uber. As a strategic advisor, he will provide guidance to the District team as the platform scales, opening doors with enterprise brands and larger commerce businesses looking to own their customer relationships. Pairing Vaynerchuk’s strategic acumen with District’s technology, the partnership will connect brands with the infrastructure that leverages commerce-AI agents to rapidly build custom live shopping platforms that they own outright, complete with multi-casting, buy-now listings, real-time and multi-day auctions, flash sales, and other next-generation commerce formats. "Too many brands and creators are building on platforms where they don’t actually own the customer relationship. That’s a vulnerability," said Gary Vaynerchuk. "What I love about District is they’re giving people the infrastructure to own the community, the commerce, and the attention all in one place. That’s where this is all going, and that’s why I’m excited to be involved." "Gary has an unmatched ability to see where attention and behavior are going before the rest of the market," said Eddie Koai, CEO and co-founder of District. "He immediately understood that commerce is shifting toward live, social, and community-first experiences, and that busine...

SM2524XT - Edge SSD Controller Delivering Industry-Leading 2.5M IOPS Random Performance for AI Inference and KV Cache Workloads TAIPEI, Taiwan, May 28, 2026--(BUSINESS WIRE)--Silicon Motion Technology Corporation (NasdaqGS: SIMO), a global leader in NAND flash controllers for solid-state storage devices, today announced the SM2524XT, a next-generation PCIe Gen5 DRAMless SSD controller purpose-built for AI inference and KV Cache-intensive workloads. The SM2524XT leverages a new four-processor-core architecture with PCIe Gen5 x4 and NAND interface speeds up to 4,800 MT/s to achieve sequential read speeds up to 14 GB/s and industry-leading random performance of up to 2.5 million IOPS. Built on TSMC’s advanced 6nm process technology, the SM2524XT delivers up to 25 percent higher performance per watt compared to the previous generation controller, sustaining peak random I/O throughput even under the most demanding thermal and power constrained conditions. Against the previous generation controller, the SM2524XT improves random performance by up to 25 percent, slashing latency and accelerating response times for the highly fragmented data access patterns that define KV Cache and AI inference workloads. "KV Cache has become a critical factor in AI inference performance, driving the need for sustained high random read/write throughput and low-latency data access," said Nelson Duann, Senior VP of Client & Automotive Storage Business at Silicon Motion. "As AI PCs evolve to support increasingly complex Local Agent and on-device LLM workloads, the SM2524XT is designed to deliver the random I/O performance, latency stability, and power efficiency required for next-generation AI storage architectures." As on-device AI inference scales in complexity, KV Cache has become the decisive storage bottleneck separating responsive AI PCs from sluggish ones. Unlike conventional consumer SSD workloads, KV Cache generates relentless streams of highly fragmented, latency-sensitive random read...

New guidance gives CDR buyers and project developers practical, contractable guidelines for responsible agricultural residue sourcing — filling a critical gap as biomass-based CDR scales rapidly NEW YORK, May 28, 2026--(BUSINESS WIRE)--Today, Carbon Direct released Sustainable Agricultural Biomass Sourcing for CDR: A Buyer's Guide — one of the first globally applicable frameworks for sourcing agricultural residues as feedstock for carbon dioxide removal (CDR) projects. Developed in collaboration with world-class scientists, industry stakeholders, and a group of leading buyer signatories including Microsoft and Stripe, this guide fills a critical market gap by equipping buyers and project developers with concrete guidelines for high quality project diligence reviews and integration into offtake agreements, even as formal certification frameworks continue to evolve. Biomass-based CDR pathways are growing rapidly and made up more than 95% of high-durability CDR contracted in 2025. As buyers scale up to multi-million-tonne commitments, the question of where biomass comes from has become increasingly consequential. Agricultural residues like corn stover, wheat straw, and rice husks are attractive biomass feedstocks as by-products of existing food systems — but they often already carry economic, social, and ecological value for the communities they come from. Diverting agricultural residues without clear safeguards introduces real risk for developers and buyers. The Buyer's Guide addresses those risks and is designed to be applicable across diverse geographies, recognizing variation in governance capacity, corruption risk, land tenure systems, data availability, and monitoring infrastructure. "Agricultural residues exist at the intersection of food systems, land tenure, livelihoods, and carbon accounting, so poor sourcing doesn't only undermine carbon credits, it can cause real ecological and community harm," said Dr. Bodie Cabiyo, Director of Interdisciplinary Science at...

Inventor of NVMe/TCP & KV Cache accelerator Validates Initial Connectivity to Bring High-Performance Block Storage to Windows Server Environments SAN JOSE, Calif., May 28, 2026--(BUSINESS WIRE)--Lightbits Labs®, inventor of NVMe® over TCP and the Inferra™ KV cache acceleration engine for AI inference, today announced the initial interoperability with the new Microsoft Windows Server NVMe-over-Fabrics (NVMe-oF) Initiator Preview®. Available in Lightbits v3.19.1, this early milestone will enable storage administrators to deliver high-performance, native NVMe over TCP block storage to Windows Server Insider hosts over standard Ethernet once Microsoft® releases it. The introduction of a native NVMe-oF initiator in Windows Server represents a significant shift for data infrastructure. By removing the need for legacy SCSI-based protocols or specialized hardware, organizations can achieve better application performance, lower storage overhead and improved scalability while using existing Ethernet. Lightbits has engaged with the Microsoft Windows Server® team throughout this preview stage to ensure seamless integration for this emerging capability. "Our work with Microsoft to validate the Windows NVMe-oF Initiator Preview is a critical step in democratizing high-performance block storage," said Abel Gordon, CTO of Lightbits Labs. "By bringing native NVMe/TCP support to Windows Server, end users can provision Lightbits volumes and connect them to Windows Server Insider hosts in just a few steps." As this is a pre-release capability, it is not intended for production use but rather for exploration and evaluation. Lightbits invites customers and partners to explore the functionality and share their feedback. To learn more about the Windows NVMe-oF Initiator Preview, visit the Microsoft website. To learn more about early, initial interoperability of Lightbits with the Windows Server NVMe-oF Initiator Preview, visit the Lightbits website and read the blog, watch the full demo vi...

Argentine provinces are tapping global bond markets at the fastest pace in nearly a decade, even as the federal government sticks to short-term debt in the local market amid investor fears over the 2027 elections. Chubut, Cordoba and other provinces, along with Buenos Aires City, have issued a combined $2.3 billion in bonds in the first five months of 2026. That is the most for that period since 2017, according to data compiled by Bloomberg. Buenos Aires secured the lowest borrowing cost in its history — 7.4% — after eliciting about $3 billion in orders for a $500 million 10-year bond sale this month. President Javier Milei has eased currency controls, slashed fiscal spending and tamed rampant inflation, making him a favorite among investors and the US administration. But sustained economic growth remains elusive for now, stoking concerns about next year’s presidential election. With the government refraining from issuing debt abroad at yields of about 9%, investors are turning to provincial and corporate bonds as alternative ways to profit from Argentina’s recovery. “If you need to be invested in Argentina during the 2027 election cycle, borrowers such as Buenos Aires City are the place to hide from volatility,” said David Austerweil , deputy Portfolio Manager at VanEck, which owns Buenos Aires City and Santa Fe debt. “Provincial credits are on average better quality borrowers.” READ MORE: Argentina Upgrade Seen Opening Narrow Window for Debt Sale Cordoba and Chubut tapped markets to refinance debt and extend maturities, issuing $800 million and $650 million at yields of 8.95% and 9.45%, respectively. Entre Rios also placed $300 million at a 9.6% yield, returning to global markets for the first time in nearly a decade. Santa Fe, one of the country’s largest provinces, raised $800 million in December at an 8.4% yield. Safer Bet Gorky Urquieta , co-head of emerging-market debt at Neuberger Berman, said a number of provincial bonds rank higher in quality than the sove...

期市夜盘开盘，国内期货主力合约多数上涨，20号胶涨超2% 2026-05-28 20:59:58 来源： 同花顺7x24快讯 分享 文章提及标的 20号胶 -- 橡胶 -- 燃油 -- 期市夜盘开盘，国内期货主力合约多数上涨。涨幅方面，20号胶涨超2%，橡胶、燃油涨超1%。

Meta Platforms (NASDAQ: META) and Alphabet (NASDAQ: GOOG) both reported Q1 results on April 29, 2026, and the results frame a clear question. Both companies are pouring tens of billions into AI infrastructure, both ride enormous ad engines, yet only one is showing investors a second growth pillar already paying off. Ads Power Meta. Cloud ... Meta vs. Alphabet: Which Stock Is The Better Buy Today

The Trump administration continues efforts to bolster its drone arsenal as the Pentagon discusses potential funding deals with companies.

Viktor_Gladkov/iStock via Getty Images Novo Nordisk A/S ( NVO ), in my "ALLKA 4D Rating" model, retains the second position in the obesity drugs market. Yes, I understand the disappointment of some of Seeking Alpha's readers over the performance of its stock in 2026. But since the FDA approved the Wegovy pill (semaglutide 25 mg) on December 22 last year , Novo Nordisk has been gradually recovering lost ground in the GLP-1 market, while demand for its rival, Lilly's ( LLY ) Foundayo (orforglipron), is still weak since its launch in April. Source: Novo Nordisk In my view, Foundayo is facing some headwinds because of its safety profile. And to be more precise, according to the FDA's Adverse Event Reporting System , there are already 3 serious adverse events, one of which is liver failure. Source: FDA's Adverse Event Reporting System Moreover, I believe that the demand for the Wegovy pill will continue to grow, including due to the expansion into new markets. So, on May 22 , EMA's CHMP recommended its marketing authorization as an oral GLP-1 for weight loss. And the European Commission must make a final decision within 67 days . As a reminder, sales of the Wegovy pill were about DKK 2.26 billion in Q1. And it even beat my 'base case' scenario by DKK 225 million. Source: Graph was made by Author based on the financial reports of Novo Nordisk So, is Novo Nordisk's risk/reward ratio attractive? And does it have any product candidates that could be non-inferior to Eli Lilly's retatrutide, which showed unprecedented data in the Phase 3 TRIUMPH-1 study ( NCT05929066 )? Ozempic and Wegovy remain Novo Nordisk's "cash cow" As you know, its GLP-1 portfolio is quite rich and currently consists of Ozempic, Saxenda, Wegovy, Victoza, and Rybelsus. Yes, I must clarify that Rybelsus is now called the Ozempic pill . So, on February 4, the FDA approved a new formulation of semaglutide, 1.5 mg, 4 mg, and 9 mg, for the treatment of type 2 diabetes and as a therapy to reduce the risk of MAC...

When the stock price of a technology company skyrockets by nearly 900 percent in just twelve months, a red warning light automatically flashes in the minds of investors. On the Micron Technology chart, this unprecedented rally looks like a textbook journey to the peak of a speculative bubble, from where the return to earth is usually painful. However, instead of announcements of a market crash, more and even more optimistic reports from investment banks keep pouring in from Wall Street. The largest institutional players are not only refraining from telling investors to take profits, but they are massively redefining their target prices, indicating that despite the cosmic growth, Micron still has another 50 or even 100 percent of upside potential ahead. This striking discrepancy between classic market intuition and the cold calculations of analysts raises a fundamental question whether the market has gone mad or Micron has become the beneficiary of a phenomenon that traditional valuation models simply cannot capture yet. The anatomy of dominance or why HBM is the new crude oil To understand why Wall Street sees the potential for Micron to further double its valuation, one must abandon thinking about this company through the prism of traditional RAM sticks installed in home computers. The key to unraveling the phenomenon of the nine hundred percent growth is the acronym HBM, which stands for High Bandwidth Memory, the high-throughput memory of the new generation. In the architecture of artificial intelligence systems, a paradoxical situation occurred where the most modern Nvidia graphics processors began to drastically waste their potential. Although they were capable of processing operations at cosmic speeds, they became stuck in the so-called memory wall, waiting for the necessary data packets to be transmitted by traditional DRAM circuits. HBM solves this problem in a revolutionary way because it is not just faster memory, but an entire three dimensional architectu...

BEIJING, May 28 (Reuters) - China's BYD announced new service packages aimed at encouraging more drivers to use its 'God's ‌Eye' assisted-driving system on Thursday. The move marks the latest ‌push by the world's largest EV maker to build trust in assisted-driving and ​boost adoption of its three-tier God's Eye system, as price pressure mounts, domestic demand slows and profits fall. Chairman Wang Chuanfu said the carmaker aimed to achieve "zero traffic accidents" through intelligent-driving technology. BYD ‌said it would fully ⁠cover compensation and repairs for any accidents arising when drivers use its City Navigation function, without affecting ⁠their insurance premiums the following year, in one of its pledges to deploy assisted driving systems more widely. BYD's quarterly profit recently ​posted its ​steepest decline since 2020, even ​as the company rolls ‌out new technology. Its major battery upgrade, the first in six years, has failed to reverse the slowdown in domestic sales. On Thursday, the company also showed off a new self-developed 4-nanometer chip that supports L3 and L4 autonomous driving. Global rival Tesla ‌is still awaiting full regulatory approval to ​deploy its most advanced driver-assistance features ​in China, while domestic ​peers such as Xpeng, Nio and Li Auto ‌have accelerated the roll-out of ​AI-based systems that ​use large driving models and real-world scenario training. Wang said its budget models could be upgraded to God's Eye B ​smart-driving capability at ‌a price of 12,000 yuan ($1,770.02). ($1 = 6.7796 Chinese yuan renminbi) (Reporting ​by Zhang Yan, Ju-min Park, Qiaoyi Li; Editing by ​Joe Bavier and Elaine Hardcastle)