In early April 2026, Anthropic announced Project Glasswing, a cybersecurity alliance that includes Palo Alto Networks, AWS, Apple, Google, Microsoft, NVIDIA, Cisco, CrowdStrike, JPMorganChase and others, giving them access to its unreleased Claude Mythos Preview AI model to hunt and fix software vulnerabilities at scale. The initiative highlights growing concern that advanced AI can discover and e...
In early April 2026, Anthropic announced Project Glasswing, a cybersecurity alliance that includes Palo Alto Networks, AWS, Apple, Google, Microsoft, NVIDIA, Cisco, CrowdStrike, JPMorganChase and others, giving them access to its unreleased Claude Mythos Preview AI model to hunt and fix software vulnerabilities at scale. The initiative highlights growing concern that advanced AI can discover and exploit critical flaws across major operating systems and browsers faster than most human...
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Wednesday's key moments. 1. Stocks surged on Wednesday after President Donald Trump said he was pausing attacks on Iran for two weeks, giving investors a temporary reprieve from the five-week conflict that sent oil prices spiking and equities tumbling. The S & P 500 and N...
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Wednesday's key moments. 1. Stocks surged on Wednesday after President Donald Trump said he was pausing attacks on Iran for two weeks, giving investors a temporary reprieve from the five-week conflict that sent oil prices spiking and equities tumbling. The S & P 500 and Nasdaq jumped 2.15% and 2.6%, respectively. The Dow gained 2.35%. West Texas Intermediate crude futures plummeted over 17%. "We have a barn burner, and it is, I'd say, pretty widespread," Jim Cramer said. 2. This session reminds investors why diversification is important. We're glad we didn't take war-induced hits by exiting underperforming stocks during the conflict. Many of those laggards are rallying. Home Depot, for example, is up more than 5% along with other "interest-rate sensitive" names. Industrials like Eaton and Dover were up big as well. The group benefits from more economic activity, which is expected once borrowing costs are lower. 3 . There was also a big run in the banks. Goldman Sachs gained 3.6%, while Wells Fargo rose 3.4%. Capital One shares rose 5.3%, but Cramer said he remains frustrated with the credit card issuer. "It's not done what I've wanted it to," he said, pointing to Capital One's $5.15 billion acquisition of "second-rate" fintech firm Brex. "I've been very disappointed at the fact that it hasn't put out any plan whatsoever on what that [deal] will look like, and so is everyone else," he added. Even with Wednesday's gain, Capital One is down 22% year to date. 4. Stocks covered in Wednesday's rapid fire at the end of the video were: Levi Strauss , Delta Air Lines , and Apple. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock ...
JasonDoiy/iStock Unreleased via Getty Images Roblox ( RBLX ) has lost 58% of its market cap since October, in a sustained dip that is now one of the most significant since it went public on the NYSE. RBLX is an immersive gaming and creation platform that allows its players to create, explore, and share an endless array of unique experiences from Brookhaven RP , a sandbox town built for roleplay an...
JasonDoiy/iStock Unreleased via Getty Images Roblox ( RBLX ) has lost 58% of its market cap since October, in a sustained dip that is now one of the most significant since it went public on the NYSE. RBLX is an immersive gaming and creation platform that allows its players to create, explore, and share an endless array of unique experiences from Brookhaven RP , a sandbox town built for roleplay and exploration, to Work at a Pizza Place , where players work to fulfil orders at a pizza parlour, to DOORS , a horror game involving doors. RBLX's moat is the breadth, depth, and sheer virality of its platform, with millions of experiences and 144 million daily active users ("DAUs") as of the end of its fiscal 2025 fourth quarter. This grew by 69% over its year-ago comp, was around 4 million more than expectations, and helped RBLX maintain an upward trajectory of year-over-year growth ramping up from its comparable quarters. RBLX's hyper growth is the long-term investment thesis, with the company's dip crushing its multiple to sales even as revenue growth momentum remains high. Roblox Fiscal 2025 Fourth Quarter Supplemental Roblox Fiscal 2025 Fourth Quarter Supplemental RBLX generated fiscal 2025 fourth-quarter revenue of $1.42 billion , up 43% from its year-ago comp, but a small miss on consensus estimates. The company has also realized a healthy quarter-over-quarter ramp in its revenue, which highlights just how much demand RBLX is seeing for its platform. Bookings came in at $2.22 billion during the fourth quarter, up 63.2% over its year-ago comp and a beat by $130 million on consensus estimates. This metric is generated by the sale of Robux, RBLX's virtual currency that allows users to purchase virtual items on its platform. Bookings are recognized as revenues over the estimated period of time these purchased virtual items are available on the platform or as the items are consumed. Roblox Fiscal 2025 Fourth Quarter Supplemental The core growth metrics highlight just how...
Shares of Applied Digital Corporation (NASDAQ: APLD) were soaring higher this morning after the U.S. said it had reached a two-week ceasefire agreement with Iran. The news sparked a broader market rebound, and many tech stocks rose sharply as investors hoped the sector would avoid a prolonged slowdown. Applied Digital stock was up by 12.3% of 12:08 p.m. ET. Image source: Getty Images. Continue rea...
Shares of Applied Digital Corporation (NASDAQ: APLD) were soaring higher this morning after the U.S. said it had reached a two-week ceasefire agreement with Iran. The news sparked a broader market rebound, and many tech stocks rose sharply as investors hoped the sector would avoid a prolonged slowdown. Applied Digital stock was up by 12.3% of 12:08 p.m. ET. Image source: Getty Images. Continue reading
Now more than a month since the conflict began, the Iran war has been anything but predictable. Traffic through the Strait of Hormuz, a critical oil passage, has plummeted, sending oil prices surging. The conflict has spread to other countries in the Middle East, and just when it seems like the U.S. and Iran are on the precipice of an agreement that would end the war, matters seem to reescalate. A...
Now more than a month since the conflict began, the Iran war has been anything but predictable. Traffic through the Strait of Hormuz, a critical oil passage, has plummeted, sending oil prices surging. The conflict has spread to other countries in the Middle East, and just when it seems like the U.S. and Iran are on the precipice of an agreement that would end the war, matters seem to reescalate. All this makes it unclear whether this conflict will end in a matter of weeks or be a more prolonged affair. While investors shouldn't try to predict when the war will end, they can build baskets of stocks that will hedge their downside if the conflict is prolonged, or jump higher on a near-term resolution. Image source: Getty Images. Continue reading
In recent days, Apple has faced reports of engineering setbacks that could push back production and shipments of its first foldable iPhone, while China’s Supreme People’s Court rejected Apple’s attempt to invalidate Xiao-I’s core AI patents, cementing a key legal defeat in a critical market. Together, these developments highlight both execution risk in Apple’s next major hardware category and risi...
In recent days, Apple has faced reports of engineering setbacks that could push back production and shipments of its first foldable iPhone, while China’s Supreme People’s Court rejected Apple’s attempt to invalidate Xiao-I’s core AI patents, cementing a key legal defeat in a critical market. Together, these developments highlight both execution risk in Apple’s next major hardware category and rising intellectual-property constraints around AI features in its China-focused ecosystem. We’ll...
Cheryl Bartley is charged with gross negligence manslaughter after 2023 death of Robert Smith, 61 A woman has been charged with manslaughter after a man died during a baptism ceremony in Birmingham. Robert Smith, 61, from Brixton, south London, drowned during the ceremony, which took place at a home in Slade Road, Erdington, in 2023. The ceremony, which involved a paddling pool in a back garden, w...
Cheryl Bartley is charged with gross negligence manslaughter after 2023 death of Robert Smith, 61 A woman has been charged with manslaughter after a man died during a baptism ceremony in Birmingham. Robert Smith, 61, from Brixton, south London, drowned during the ceremony, which took place at a home in Slade Road, Erdington, in 2023. The ceremony, which involved a paddling pool in a back garden, was filmed and livestreamed, with a congregation of about a dozen people looking on. Continue reading...
S&P Global Ratings dropped its credit rating on New Orleans by one notch, as the city confronts one of the worst financial crises in its modern history. The ratings firm lowered New Orleans to BBB+, the third-lowest level of investment grade, citing “structurally imbalanced operations, declining reserves and liquidity and the need to rely on multiple one-time measures to meet short-term cash needs...
S&P Global Ratings dropped its credit rating on New Orleans by one notch, as the city confronts one of the worst financial crises in its modern history. The ratings firm lowered New Orleans to BBB+, the third-lowest level of investment grade, citing “structurally imbalanced operations, declining reserves and liquidity and the need to rely on multiple one-time measures to meet short-term cash needs,” according to a release . The outlook is still negative. “New Orleans’ financial management practices are weaker than those of other similar-sized cities,” the analysts wrote. The home of Mardi Gras celebrations has been struggling for years. Temporary pandemic aid propped up spending, while revenue lagged. Last year, the city had to borrow $125 million from Wall Street simply to make payroll, which triggered downgrades from all three major credit-rating companies. Read More: Tax Hikes, Furloughs Haunt New Orleans During Mardi Gras Season New Orleans is likely to continue using one-time solutions over the next two years, according to the S&P analysts. That includes long-term borrowing to fill immediate cash flow needs, transferring fund balances from outside agencies and maintaining a hiring freeze and furloughs. For fiscal 2025, the city is projecting a $160.1 million deficit. While the fiscal 2026 budget has equal revenue and expenditures, it relies heavily on one-time fixes to close the budget gap. And while New Orleans anticipates having balanced operations in fiscal 2027, S&P expects this could take longer given the city’s budget and operational challenges. In February, Moody’s Ratings dropped New Orleans’ credit rating by two notches, citing weak finances and dwindling reserves. S&P said that it would consider revising the city’s outlook to stable if New Orleans reduces the one-time fixes it has used to balance the general fund. Further downgrades could follow if cash flow deteriorates faster than projected or if the city is still using substantial one-time solution...
Amphenol Corporation recently priced a €500 million senior notes offering due 2031 via its German subsidiary at a 3.625% annual interest rate, with proceeds earmarked to repay Euro notes maturing in 2026 and for general corporate purposes. At the same time, Amphenol’s IT datacom segment has been reinforced by its position as a primary connector supplier to Nvidia and the integration of CommScope’s...
Amphenol Corporation recently priced a €500 million senior notes offering due 2031 via its German subsidiary at a 3.625% annual interest rate, with proceeds earmarked to repay Euro notes maturing in 2026 and for general corporate purposes. At the same time, Amphenol’s IT datacom segment has been reinforced by its position as a primary connector supplier to Nvidia and the integration of CommScope’s CCS assets, deepening its reach into AI-focused data centers and other connectivity end...
Shares in integrated oil major Chevron (NYSE: CVX) declined by 5.3% by 11 a.m. today. There's no arguing over the reason: the 15% drop in oil prices as a consequence of the agreement for a two-week ceasefire between the U.S. and Iran. Investors have been buying stocks like Chevron to hedge against the risk of a prolonged conflict and its impact on global energy prices. As such, when that risk rece...
Shares in integrated oil major Chevron (NYSE: CVX) declined by 5.3% by 11 a.m. today. There's no arguing over the reason: the 15% drop in oil prices as a consequence of the agreement for a two-week ceasefire between the U.S. and Iran. Investors have been buying stocks like Chevron to hedge against the risk of a prolonged conflict and its impact on global energy prices. As such, when that risk recedes, as it appears to have done today, it's understandable if the market reacts by selling off oil and stocks like Chevron , which are bought as proxies for oil prices. Still, it's worth taking a step back and looking at the bigger picture here. The 15% drop in oil prices just means it's trading at about $95 per barrel at the time of writing, a significant premium to the $58 per barrel it traded at at the start of the year. That's good news for Chevron's upstream (exploration and production) interests. Continue reading
e-crow/iStock via Getty Images By Zain Vawda Gold prices experienced a rollercoaster session on Wednesday, April 8, 2026, as a sudden shift in the geopolitical landscape forced traders to reassess their risk premiums. After testing intraday highs near $4,850/oz level following news that a two-week ceasefire has been reached between the US and Iran. Spot gold ( XAUUSD:CUR ) faced a corrective pullb...
e-crow/iStock via Getty Images By Zain Vawda Gold prices experienced a rollercoaster session on Wednesday, April 8, 2026, as a sudden shift in the geopolitical landscape forced traders to reassess their risk premiums. After testing intraday highs near $4,850/oz level following news that a two-week ceasefire has been reached between the US and Iran. Spot gold ( XAUUSD:CUR ) faced a corrective pullback toward the $4,780 level as the day progressed however, as risks of a ceasefire violation and overall concern keep bulls in check. For weeks, the "war premium" has been the primary engine for the decline in precious metals. The reason being that the rise in oil prices stoked inflationary fears and thus weighed on Gold prices. However, the announcement, which includes the crucial reopening of the Strait of Hormuz, saw oil prices slide back below $100 per barrel and a cooling of the safe-haven bid that has characterized Q1 2026. This led to the gold rally. What is Driving Movements Today? The US-Iran Ceasefire: The 48-hour ultimatum previously set by the US administration ended with a diplomatic breakthrough. This has eased immediate fears of a wider regional conflagration, leading to profit-taking in the "safe-haven" complex. As we often see, gold is the first to fly on fear and the first to be sold when the clouds begin to part. Dollar Softness & Rate Cut Bets: Despite the de-escalation, the US Dollar Index ( DXY ) remains under pressure, slipping 0.8% against the Euro. Markets are increasingly pricing in aggressive rate cuts for the second half of 2026 as global growth forecasts from the World Bank suggest a slowdown in emerging markets. Lower yields continue to provide a sturdy floor for non-yielding bullion. The "Turbo-Gold" Effect: Silver outperformed its yellow sibling today, rallying nearly 7% to hit $77/oz. This "turbo-charged" move in silver often signals a broader bullish conviction in the metals sector, suggesting that even if gold pauses to breathe, the underl...
Intel Corp (NASDAQ:INTC, XETRA:INL) shares climbed 9.1% Wednesday after the chipmaker announced it is joining Elon Musk’s Terafab project, but analysts caution that the deal’s long-term benefits depend heavily on how the partnership is structured. Wedbush analysts said the collaboration makes...
Intel Corp (NASDAQ:INTC, XETRA:INL) shares climbed 9.1% Wednesday after the chipmaker announced it is joining Elon Musk’s Terafab project, but analysts caution that the deal’s long-term benefits depend heavily on how the partnership is structured. Wedbush analysts said the collaboration makes...
Intel stock soars 9% after joining Musk’s high-stakes Terafab, Wedbush flags funding risks Yahoo! Finance Canada Intel joins Musk's Terafab AI chip project to power humanoid, data center goals Reuters Intel’s $25B Terafab Deal - Your Chance To Cash Out (NASDAQ:INTC) Seeking Alpha
Intel stock soars 9% after joining Musk’s high-stakes Terafab, Wedbush flags funding risks Yahoo! Finance Canada Intel joins Musk's Terafab AI chip project to power humanoid, data center goals Reuters Intel’s $25B Terafab Deal - Your Chance To Cash Out (NASDAQ:INTC) Seeking Alpha
Meta Superintelligence Labs is launching its first model since Mark Zuckerberg spent billions overhauling the company's AI efforts. Called Muse Spark, the model now powers the Meta AI app and the Meta AI website in the US, per the company's announcement. In the coming weeks, Meta says, it will appear in WhatsApp, Instagram, Facebook, Messenger, and Meta's smart glasses, as well as roll out in othe...
Meta Superintelligence Labs is launching its first model since Mark Zuckerberg spent billions overhauling the company's AI efforts. Called Muse Spark, the model now powers the Meta AI app and the Meta AI website in the US, per the company's announcement. In the coming weeks, Meta says, it will appear in WhatsApp, Instagram, Facebook, Messenger, and Meta's smart glasses, as well as roll out in other countries. Like Google Gemini, which easily integrates into Google's product suite, Meta touts Muse Spark as "purpose-built for Meta's products." The model, the first in a new series, will also be available to some of Meta's partners in private … Read the full story at The Verge.
JHVEPhoto/iStock Editorial via Getty Images Intel Corporation ( INTC ) has staged its biggest intraday gain of close to 9% earlier this month following the disclosure of its $14.2 billion buyout of Apollo’s 49% stake in Fab 34. Previously a joint venture, the repurchased stake in Fab 34 located in Ireland has largely been interpreted by market as a statement of confidence from management in Intel’...
JHVEPhoto/iStock Editorial via Getty Images Intel Corporation ( INTC ) has staged its biggest intraday gain of close to 9% earlier this month following the disclosure of its $14.2 billion buyout of Apollo’s 49% stake in Fab 34. Previously a joint venture, the repurchased stake in Fab 34 located in Ireland has largely been interpreted by market as a statement of confidence from management in Intel’s growth outlook. This momentum was further complemented by Intel’s confirmed collaboration with Elon Musk’s Terafab semiconductor manufacturing project yesterday (April 7). Similar to recent partnerships and capital injections from Nvidia ( NVDA ), SoftBank ( SFTBY / SFTBF ), and the U.S. government, the Terafab collaboration represents a welcomed catalyst, as it represents an incremental revenue opportunity, while also providing validation to Intel’s technological relevance amid intensifying competition. However, limited details surrounding the deal size, collaboration scope and realization timeline of the Terafab opportunity remain insufficient to conclude a durable comeback for Intel – especially as its underlying unit economics remain exposed to uncertainties amid elevated execution risks discussed in the previous coverage . For now, the Terafab collaboration looks more like a sentiment driver than a tangible operating inflection, lending limited relief to Intel’s key overhang, which is Foundry’s steep loss profile. This is compounded by Intel’s increased leverage to fund the buyout of Apollo’s 49% stake in Fab 34, furthering intensive capital commitments to a foundry strategy that still faces an uncertain external customer adoption outlook. While the latest “one-two punch” represented by Intel’s Fab 34 buyout and Terafab collaboration have been beneficial to its narrative, structural evidence that execution risks are now behind the company remain limited. This is expected to keep the recent headline rally at risk of volatility, as the stock’s premium continues to lack...
JHVEPhoto/iStock Editorial via Getty Images Intel Corporation ( INTC ) has staged its biggest intraday gain of close to 9% earlier this month following the disclosure of its $14.2 billion buyout of Apollo’s 49% stake in Fab 34. Previously a joint venture, the repurchased stake in Fab 34, located in Ireland, has largely been interpreted by the market as a statement of confidence from management in ...
JHVEPhoto/iStock Editorial via Getty Images Intel Corporation ( INTC ) has staged its biggest intraday gain of close to 9% earlier this month following the disclosure of its $14.2 billion buyout of Apollo’s 49% stake in Fab 34. Previously a joint venture, the repurchased stake in Fab 34, located in Ireland, has largely been interpreted by the market as a statement of confidence from management in Intel’s growth outlook. This momentum was further complemented by Intel’s confirmed collaboration with Elon Musk’s Terafab semiconductor manufacturing project yesterday (April 7). Similar to recent partnerships and capital injections from Nvidia ( NVDA ), SoftBank ( SFTBY / SFTBF ), and the U.S. government, the Terafab collaboration represents a welcome catalyst, as it represents an incremental revenue opportunity while also providing validation to Intel’s technological relevance amid intensifying competition. However, limited details surrounding the deal size, collaboration scope, and realization timeline of the Terafab opportunity remain insufficient to conclude a durable comeback for Intel – especially as its underlying unit economics remain exposed to uncertainties amid elevated execution risks discussed in the previous coverage . For now, the Terafab collaboration looks more like a sentiment driver than a tangible operating inflection, lending limited relief to Intel’s key overhang, which is Foundry’s steep loss profile. This is compounded by Intel’s increased leverage to fund the buyout of Apollo’s 49% stake in Fab 34, furthering intensive capital commitments to a foundry strategy that still faces an uncertain external customer adoption outlook. While the latest “one-two punch” represented by Intel’s Fab 34 buyout and Terafab collaboration has been beneficial to its narrative, structural evidence that execution risks are now behind the company remains limited. This is expected to keep the recent headline rally at risk of volatility, as the stock’s premium continues to...
Michael M. Santiago/Getty Images News Robinhood ( HOOD ) has done what many have thought impossible. It has innovated in a seemingly commoditized brokerage industry while posting best-in-class profit margins. The stock has experienced some volatility as of late, but the valuation still represents a considerable premium to peers. I am upgrading the stock to a "N eutral" rating to reflect the recent...
Michael M. Santiago/Getty Images News Robinhood ( HOOD ) has done what many have thought impossible. It has innovated in a seemingly commoditized brokerage industry while posting best-in-class profit margins. The stock has experienced some volatility as of late, but the valuation still represents a considerable premium to peers. I am upgrading the stock to a "N eutral" rating to reflect the recent de-risking in valuations. HOOD Stock Price I last covered HOOD in January , where I reiterated my "S ell" rating as I felt that investors were overlooking the upcoming tough comparables. The stock has fallen 36% since. Data by YCharts While the stock still trades at a pronounced premium to peers, it is time for an upgrade. HOOD Stock Key Metrics HOOD is a brokerage platform that some consider to be the most well-known retail brokerage. I view it differently: HOOD aims to be a disruptor in a historically commoditized brokerage market. While it is true that many features rolled out by the company end up proving replicable by peers, HOOD has gained a reputation for being an innovator, and I expect this to help it continue winning market share. 2025 Q4 Presentation The company continues investing in its premium membership, including its credit card lineup. These Gold subscribers offer not only a lucrative stream of fee revenue but also tend to be power users. 2025 Q4 Presentation In the fourth quarter, HOOD generated 27% YoY revenue growth to $1.28 billion. This was a steep deceleration from the 100% growth rate of the third quarter. These are strong numbers, but as we can see below, the company is now lapping tough comparables. 2025 Q4 Presentation The company generated 15% YoY growth in transaction-based revenues, which I view to be the more cyclical of its revenue streams. 2025 Q4 Presentation Net interest revenues jumped 39% YoY, helping to offset the slowdown in transaction-based revenues. That said, we can see below that the company is likely to start lapping tougher com...