Welcome to Bloomberg’s AI Today newsletter. Every weekday we’ll break down artificial intelligence’s threats and opportunities for businesses, workers, finance and economies. Sign up now if you’re not already on the list. Up first AI fluency is no longer optional at a growing list of companies. Add OKX to that list. The crypto exchange is now evaluating employees based on how well they use artific...
Welcome to Bloomberg’s AI Today newsletter. Every weekday we’ll break down artificial intelligence’s threats and opportunities for businesses, workers, finance and economies. Sign up now if you’re not already on the list. Up first AI fluency is no longer optional at a growing list of companies. Add OKX to that list. The crypto exchange is now evaluating employees based on how well they use artificial intelligence tools , people familiar with the matter told Bloomberg. From Shopify and Google to Wall Street giants JPMorgan and Goldman Sachs, employers are treating AI the way they once treated spreadsheets or email — a baseline expectation rather than a specialized skill. KPMG started tying performance to AI usage last year, while health insurance company UnitedHealth is actively tracking how some workers use it. Others are likely to follow suit. The message, from OKX and rivals like Crypto.com, is that those who learn to use AI effectively will gain an edge, while those who resist risk falling behind. And falling behind might mean losing your job. This week Commonwealth Bank of Australia CEO Matt Comyn said AI will eliminate some headcount as the bank rolls out new AI-powered services and fraud protections. But Comyn also argued that the technology could accelerate careers for employees who adapt quickly, allowing junior workers to take on more sophisticated tasks earlier than before. As workers scramble to adapt, the broader labor market is already showing signs of strain. A senior Bank of Canada official warned that the country is entering a “low hire, low fire” era : Employers are hesitant to expand but reluctant to cut deeply, creating a kind of economic stagnation beneath otherwise stable headline unemployment numbers. Young workers and the long-term unemployed are feeling the pressure most acutely. Taken together, it’s a picture of an economy entering a volatile transition phase. The following was produced with the assistance of Bloomberg Automation. Banking & ...
DUBLIN and SHANGHAI, May 27, 2026 (GLOBE NEWSWIRE) -- PDD Holdings Inc. (“PDD Holdings” or the “Company”) (NASDAQ: PDD), today announced its unaudited financial results for the first quarter ended March 31, 2026. First Quarter 2026 Highlights Total revenues in the quarter were RMB106.2 billion (US$ 1 15.4 billion), an increase of 11% from RMB95.7 billion in the same quarter of 2025. in the quarter...
DUBLIN and SHANGHAI, May 27, 2026 (GLOBE NEWSWIRE) -- PDD Holdings Inc. (“PDD Holdings” or the “Company”) (NASDAQ: PDD), today announced its unaudited financial results for the first quarter ended March 31, 2026. First Quarter 2026 Highlights Total revenues in the quarter were RMB106.2 billion (US$ 1 15.4 billion), an increase of 11% from RMB95.7 billion in the same quarter of 2025. in the quarter were RMB106.2 billion (US$ 15.4 billion), an increase of 11% from RMB95.7 billion in the same quarter of 2025. Operating profit in the quarter was RMB19.6 billion (US$2.8 billion), an increase of 22% from RMB16.1 billion in the same quarter of 2025. Non-GAAP 2 operating profit in the quarter was RMB21.1 billion (US$3.1 billion), an increase of 15% from RMB18.3 billion in the same quarter of 2025. in the quarter was RMB19.6 billion (US$2.8 billion), an increase of 22% from RMB16.1 billion in the same quarter of 2025. in the quarter was RMB21.1 billion (US$3.1 billion), an increase of 15% from RMB18.3 billion in the same quarter of 2025. Net income attributable to ordinary shareholders in the quarter was RMB12.5 billion (US$1.8 billion), a decrease of 15% from RMB14.7 billion in the same quarter of 2025. Non-GAAP net income attributable to ordinary shareholders in the quarter was RMB14.1 billion (US$2.0 billion), a decrease of 17% from RMB16.9 billion in the same quarter of 2025. “This quarter marks the start of deep transformations in our business, our internal processes and our organization,” said Mr. Lei Chen, Co-Chairman and Co-Chief Executive Officer of PDD Holdings. “We are actively stepping up to our responsibilities as a platform enterprise to create greater value for our users, the industries and the society as a whole.” “As we head into the next decade of our journey, supply chain investments will be our core strategic priority,” said Mr. Jiazhen Zhao, Co-Chairman and Co-Chief Executive Officer of PDD Holdings. “We will commit significant resources to building the ...
buradaki/iStock via Getty Images By Mike Larson I just wrote about how big the SpaceX ( SPCX ) Initial Public Offering will be. Now, let’s talk about how big an impact the not-yet-launched IPO is having on select stocks and funds! My MoneyShow Chart of the Day speaks volumes. It shows the five-day percentage change in AST SpaceMobile Inc. ( ASTS ), Rocket Lab Corp. ( RKLB ), and the Procure Space ...
buradaki/iStock via Getty Images By Mike Larson I just wrote about how big the SpaceX ( SPCX ) Initial Public Offering will be. Now, let’s talk about how big an impact the not-yet-launched IPO is having on select stocks and funds! My MoneyShow Chart of the Day speaks volumes. It shows the five-day percentage change in AST SpaceMobile Inc. ( ASTS ), Rocket Lab Corp. ( RKLB ), and the Procure Space ETF ( UFO ). Put simply: They’re all headed to orbit because investors are looking to cash in on the halo impact of the SpaceX offering! ASTS, RKLB, UFO (5-Day % Change) (Source: TradingView) I picked those names because one of the contributors to our MoneyShow 2026 Top Picks Report recommended ASTS , while another content partner just wrote about RKLB . ASTS is now the eighth-best performing pick in the 2026 report, with a gain of about 47% since publication. As for UFO? How can you not include an ETF with a ticker like that in a piece about space-related stocks? It owns 53 space-related positions, including both of the stocks above as well as other names like Planet Labs PBC ( PL ) and ViaSat Inc. ( VSAT ). So, do these gains - and the excitement over the “Space Economy” - have staying power? Well, if SpaceX does raise $80 billion (or more) from investors, it’ll have even more capital to deploy to grow its operations. The federal government is also throwing more money at the US Space Force. Its budget should grow 78% to $71 billion in 2027. Valuations also tend to swell any time media attention in a niche group grows and more fast-money traders dive in . But you should be wary of a potential "sell the news" reaction once the SpaceX offering happens. And as we’ve seen with other groups (think meme stocks), post-hype "splashdowns" can be painful once investor attention shifts to the next "shiny object" in markets. Be sure you know what you’re getting into if you’re chasing these names. Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors....
Dispersion is rising across emerging markets, reflecting differences in external balances, policy flexibility and economic proximity to the war in Iran. Pablo Goldberg, EM fixed income portfolio manager at BlackRock, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist, to assess institutional positioning and investor sentiment across the asset class, as real yields are...
Dispersion is rising across emerging markets, reflecting differences in external balances, policy flexibility and economic proximity to the war in Iran. Pablo Goldberg, EM fixed income portfolio manager at BlackRock, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist, to assess institutional positioning and investor sentiment across the asset class, as real yields are attractive and fundamentals remain resilient. Goldberg and Sassower discuss inflation expectations,
EU Packaging Rules Create Another Bureaucratic Monster Submitted by Thomas Kolbe Regulation follows regulation. On August 12, the so-called EU Packaging and Packaging Waste Regulation ( PPWR ) will enter into force, reorganizing the recycling framework for packaging across Europe. Adopted last year, the regulation becomes binding for all EU member states and companies on August 12 and, as an EU re...
EU Packaging Rules Create Another Bureaucratic Monster Submitted by Thomas Kolbe Regulation follows regulation. On August 12, the so-called EU Packaging and Packaging Waste Regulation ( PPWR ) will enter into force, reorganizing the recycling framework for packaging across Europe. Adopted last year, the regulation becomes binding for all EU member states and companies on August 12 and, as an EU regulation, does not require transposition into national law. The PPWR will replace the current patchwork of national packaging recycling laws with a unified framework for the EU single market. Until then, Germany’s existing Packaging Act (VerpackG) remains in effect. EU’s latest effort, the Packaging and Packaging Waste Regulation (PPWR), requires minimizing packaging volume while maintaining functionality Brussels always tells the same story: regulation is supposed to strengthen the European single market and harmonize economic and environmental objectives. A beautiful narrative — especially for those who stand to profit from it. Similar dynamics have already emerged in other sectors, such as carbon emissions trading. In the end, compliance costs for affected businesses rise, the bureaucratic apparatus expands through new control and sanctioning mechanisms, and the overall economy loses competitiveness. According to the European Commission, the goal of the regulatory push is to ensure that by 2030 only recyclable packaging materials circulate within the EU economy. The regulation aims to reduce packaging waste, increase corporate recycling quotas, and firmly embed the circular economy into a binding legal framework. The PPWR is one of the building blocks of the Green Deal, which seeks to lead the EU economy toward a carbon-neutral future through an increasingly detailed and expansive regulatory architecture covering national recycling efforts as well as sector-specific initiatives. Brussels’ regulatory activism offers repeated insights into the logic of bureaucratic systems...
Key Points The Shiller CAPE ratio has risen to 39.6. The only time it's been higher was in the lead-up to the dot-com bubble bursting, back in March 2000. These 10 stocks could mint the next wave of millionaires › Is a recession imminent? The only time anyone seems to agree on the answer to that question is when we're already in a recession (generally defined as two or more consecutive quarters of...
Key Points The Shiller CAPE ratio has risen to 39.6. The only time it's been higher was in the lead-up to the dot-com bubble bursting, back in March 2000. These 10 stocks could mint the next wave of millionaires › Is a recession imminent? The only time anyone seems to agree on the answer to that question is when we're already in a recession (generally defined as two or more consecutive quarters of negative economic growth). 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 » But that hasn't stopped people from trying to read various economic indicators to determine if a recession is on the way, and a big one just triggered. Here's what happened, and what investors should do now. Approaching a record high One of the most common tools for assessing a single company's valuation is the price-to-earnings (P/E) ratio. In 1988, economist Robert Shiller devised a method to calculate a cyclically adjusted P/E for the entire S&P 500. Dubbed the "Shiller CAPE ratio" (CAPE stands for "cyclically adjusted price-to-earnings"), it has been retroactively computed back to 1871. And that computation contained a big surprise. Since 1871, the CAPE ratio has only risen above 24 six times. The first five times each occurred just prior to a major market downturn, including just before the Great Depression in 1929 and the Great Recession in 2008. The sixth time is happening right now. Today, the CAPE ratio is well above 24: It's at 39.6. The only time it's ever been higher was on the way to its all-time high of 44.2 in March 2000 -- just before the dot-com bubble burst, causing stocks to plummet. That said, investors shouldn't panic-sell. While the CAPE ratio indicates that stocks in general are richly valued, it doesn't necessarily mean a recession, or even a bear market, is imminent. Remember that even during market downtu...
Meanwhile, the pipeline has strengthened. The share of internally appointed women CFOs rose from 46% in 2019 to 53% across the 2020–2025 period, and the share of experienced women CFO hires grew from 36% in 2019 to 43% in 2025. Whether the conditions for these leaders to succeed are in place is a separate question. Women are serving as CFOs “at some of the world’s largest and most strategically im...
Meanwhile, the pipeline has strengthened. The share of internally appointed women CFOs rose from 46% in 2019 to 53% across the 2020–2025 period, and the share of experienced women CFO hires grew from 36% in 2019 to 43% in 2025. Whether the conditions for these leaders to succeed are in place is a separate question. Women are serving as CFOs “at some of the world’s largest and most strategically important technology companies,” Jenna Fisher, co-head of RRA’s Global Financial Officers Practice, tells Fortune. They are cutting against the “glass cliff” phenomenon, when women only get big jobs during times of crisis. Instead, female CFOs “are stepping into their roles during a period of enormous scale, complexity, and expectation,” she says. According to leadership advisory Russell Reynolds Associates’ Global CFO Turnover Index , women accounted for 21% of global incoming CFO appointments last year across the S&P 500, FTSE 100, FTSE 250 and other major global stock indexes, compared with 26% in 2024 and 14% in 2019. Each CFO views that fact differently. Is it a milestone? A coincidence? A sign that women are wielding power in new ways? Or a reminder that, in AI, they’re still not in the CEO seats at the very top? “I don’t think of this as a story about ‘female CFOs.’ I think it’s a story about a generation of leaders helping redefine the CFO role, and many of them happen to be women,” Friar, No. 90 on the 2026 Fortune Most Powerful Women list , told Fortune in an email. “The role today is far more than managing numbers. It’s about building companies through complexity and change—staying curious, adaptable, and kind.” There is another common thread: many of the CFOs at the center of this AI infrastructure race are women. In the AI boom, compute is not just a technology expense—it’s a strategic asset. Access to chips, data centers, power, and long-term cloud capacity can determine how quickly companies develop, deploy, and profit from AI. That shift has elevated the CFO r...
(RTTNews) - Indian shares ended a choppy session marginally lower on Tuesday, as investors waited for trading to resume on Wall Street after Monday's Labour Day recess. Underlying sentiment was underpinned by China's pledge to make renewed efforts to boost its COVID-hit economy. After swinging wildly in the first half of the session, the benchmark S&P/BSE Sensex lost momentum to end the session do...
(RTTNews) - Indian shares ended a choppy session marginally lower on Tuesday, as investors waited for trading to resume on Wall Street after Monday's Labour Day recess. Underlying sentiment was underpinned by China's pledge to make renewed efforts to boost its COVID-hit economy. After swinging wildly in the first half of the session, the benchmark S&P/BSE Sensex lost momentum to end the session down 48.99 points, or 0.08 percent, at 59,196.99. The broader NSE Nifty index slipped 10.20 points, or 0.06 percent, to 17,655.60. Bajaj Finance, Mahindra & Mahindra, Britannia Industries, Bajaj FinServ and Tata Consumer Products fell 1-2 percent in the Nifty pack, while SBI Life, Shree Cement, NTPC, Bharti Airtel and Apollo Hospitals climbed 2-3 percent. DreamFolks Services made a strong debut on exchanges, with the stock ending 42 percent higher at Rs. 462.85 on the NSE. The issue price was Rs 326 per share. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Warner Bros. Discovery Inc. tightened pricing on its loan offering on Wednesday, a day after upsizing the deal to around $15 billion, as investor appetite for corporate credit allows borrowers to set favorable terms. The dollar and euro term loans are now guided to pay 250 basis points over benchmarks, at an original issue discount of 99.5-99.75 cents. That’s below the initial price guidance of 27...
Warner Bros. Discovery Inc. tightened pricing on its loan offering on Wednesday, a day after upsizing the deal to around $15 billion, as investor appetite for corporate credit allows borrowers to set favorable terms. The dollar and euro term loans are now guided to pay 250 basis points over benchmarks, at an original issue discount of 99.5-99.75 cents. That’s below the initial price guidance of 275 to 300 basis points, and with less of a discount than the 99 originally offered. The media giant is also asking investors on the euro portion to accelerate their commitments, from 5 p.m. to 3 p.m. in the UK on Wednesday. Commitments for the dollar tranche are still due at 12 p.m. ET. Credit markets are running hot on both sides of the Atlantic, despite the economic uncertainty caused by war in the Middle East. Investor anxiety about government bonds has yet to translate to corporate borrowers, with both investment grade and high-yield companies finding plenty of demand for their debt. Read More: Credit ‘Spreads Don’t Care’ in Market Roiled by Rates Angst Warner Bros. boosted the loan sale for a second time on Tuesday, in a move that will allow it to fully repay its $15 billion bridge loan, as it seeks to refinance short-term debt ahead of its planned takeover by Paramount Skydance Corp. The dollar portion increased to $12.5 billion-$13.75 billion, from $9 billion, while the euro portion grew to €1 billion-€2 billion, up from €1 billion, Bloomberg reported this week. A JPMorgan Chase & Co. -led bank group capitalized on strong demand for the credit despite the volatile macro backdrop, as investors seek to put cash to work in one of the few new-money deals to hit the market this year. For investors, the deal also offers the chance to turn a quick profit. While loans are typically repaid at par if ownership of a business changes, the 99.5 cents OID on the Warner Bros. debt means investors who bought it at a discount may have an opportunity to pocket an immediate gain if the ...
The iShares MSCI Emerging Markets ETF (EEM) has surged 25% so far in 2026, overtaking major U.S. benchmarks including the Invesco QQQ Trust (NASDAQ: QQQ), the State Street SPDR S&P 500 ETF Trust (SPY), and the State Street SPDR Dow Jones Industrial Average ETF Trust (DIA). The Invesco QQQ Trust, which tracks the tech-heavy Nasdaq-100 index, has been one of the market’s defining winners over the pa...
The iShares MSCI Emerging Markets ETF (EEM) has surged 25% so far in 2026, overtaking major U.S. benchmarks including the Invesco QQQ Trust (NASDAQ: QQQ), the State Street SPDR S&P 500 ETF Trust (SPY), and the State Street SPDR Dow Jones Industrial Average ETF Trust (DIA). The Invesco QQQ Trust, which tracks the tech-heavy Nasdaq-100 index, has been one of the market’s defining winners over the past decade, surging more than 616%. Jack Altman, general partner at venture capital firm Benchmark and brother of OpenAI CEO Sam Altman, acknowledged the index’s dominance in a post on X. “QQQ has been a 6.5x net in the last 10 years… tough hurdle to beat,” Altman wrote. Despite QQQ’s long-term record, emerging markets are stealing the spotlight in 2026, with Asian markets in particular delivering outsized returns driven by the artificial intelligence trade. Yardeni Research recently highlighted the strength of the rally, noting that equities in South Korea and Taiwan have surged 87.2% and 52.4% year-to-date, respectively, fueled by robust semiconductor earnings and rising AI-related demand. Taiwan’s stock market has overtaken India’s to become the fifth largest in the world, trailing the U.S., mainland China, Japan, and Hong Kong, boosted largely by a sharp rally in Taiwan Semiconductor Manufacturing Co. According to Koyfin data, Taiwan Semiconductor Manufacturing Co. alone accounts for 14.28% of EEM’s portfolio, and combined with Samsung Electronics and SK Hynix, semiconductor companies now make up nearly 28% of the ETF’s total holdings. SK Hynix surged more than 10% in Seoul trading on Wednesday, pushing the company past the $1 trillion market capitalization milestone, while Samsung Electronics climbed 6.4%. “Markets with limited exposure to tech hardware are increasingly being overshadowed by tech hardware-heavy markets such as Taiwan and Korea,” Yi Ping Liao, a fund manager at Franklin Templeton, told Bloomberg. The Invesco QQQ Trust also carries heavy AI exposure, with...
Amazon.com Inc. (NASDAQ:AMZN) ranks among the best stocks for a couch potato portfolio. On May 15, Wolfe Research issued its newest internet sector study, which included Amazon.com Inc. (NASDAQ:AMZN) as one of its top picks. The firm anticipates that AWS acceleration will boost sales and EBITDA expectations. Wolfe forecasts AWS revenue growth in Q2 of low-to-mid 30%, vs the average expectation of ...
Amazon.com Inc. (NASDAQ:AMZN) ranks among the best stocks for a couch potato portfolio. On May 15, Wolfe Research issued its newest internet sector study, which included Amazon.com Inc. (NASDAQ:AMZN) as one of its top picks. The firm anticipates that AWS acceleration will boost sales and EBITDA expectations. Wolfe forecasts AWS revenue growth in Q2 of low-to-mid 30%, vs the average expectation of 31%, noting gains from Anthropic, OpenAI, increased capacity, and an organic mid-teens percentage increase. Meanwhile, on May 14, TD Cowen maintained its Buy rating and $350 price target for Amazon.com Inc. (NASDAQ:AMZN) following the company’s introduction of its new 30-minute grocery delivery option. On May 12, Amazon.com Inc. (NASDAQ:AMZN) announced that its Amazon Now service began delivering thousands of fresh groceries and household necessities to consumers in 30 minutes or less across many major regions. For purchases over $15, Prime members receive a discounted delivery price of $3.99 for 30-minute deliveries, while non-members are charged $13.99. The new service complements Amazon’s existing delivery choices, which include Prime Air drone delivery. Amazon.com Inc. (NASDAQ:AMZN) engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores in North America and internationally. The company has three segments: North America, International, and Amazon Web Services (AWS). While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.
Amazon.com Inc. (NASDAQ:AMZN) ranks among the best stocks for a couch potato portfolio. On May 15, Wolfe Research issued its newest internet sector study, which included Amazon.com Inc. (NASDAQ:AMZN) as one of its top picks. The firm anticipates that AWS acceleration will boost sales and EBITDA expectations. Wolfe forecasts AWS revenue growth in Q2 of low-to-mid 30%, vs the average expectation of ...
Amazon.com Inc. (NASDAQ:AMZN) ranks among the best stocks for a couch potato portfolio. On May 15, Wolfe Research issued its newest internet sector study, which included Amazon.com Inc. (NASDAQ:AMZN) as one of its top picks. The firm anticipates that AWS acceleration will boost sales and EBITDA expectations. Wolfe forecasts AWS revenue growth in Q2 of low-to-mid 30%, vs the average expectation of 31%, noting gains from Anthropic, OpenAI, increased capacity, and an organic mid-teens percentage increase. Meanwhile, on May 14, TD Cowen maintained its Buy rating and $350 price target for Amazon.com Inc. (NASDAQ:AMZN) following the company’s introduction of its new 30-minute grocery delivery option. On May 12, Amazon.com Inc. (NASDAQ:AMZN) announced that its Amazon Now service began delivering thousands of fresh groceries and household necessities to consumers in 30 minutes or less across many major regions. For purchases over $15, Prime members receive a discounted delivery price of $3.99 for 30-minute deliveries, while non-members are charged $13.99. The new service complements Amazon’s existing delivery choices, which include Prime Air drone delivery. Amazon.com Inc. (NASDAQ:AMZN) engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores in North America and internationally. The company has three segments: North America, International, and Amazon Web Services (AWS). While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.
Microsoft Corporation (NASDAQ:MSFT) ranks among the best stocks for a couch potato portfolio. Microsoft Corporation (NASDAQ:MSFT) was reiterated as Overweight by KeyBanc on May 5, with a $600 price target. The firm continues to focus on Azure capability and growth, Copilot usage through Microsoft 365 Commercial Cloud expansion, and capital expenditures at the company. KeyBanc’s analysis of the 10-...
Microsoft Corporation (NASDAQ:MSFT) ranks among the best stocks for a couch potato portfolio. Microsoft Corporation (NASDAQ:MSFT) was reiterated as Overweight by KeyBanc on May 5, with a $600 price target. The firm continues to focus on Azure capability and growth, Copilot usage through Microsoft 365 Commercial Cloud expansion, and capital expenditures at the company. KeyBanc’s analysis of the 10-Q filing revealed that leases not yet in effect grew by more than $40 billion during the quarter. Both operating and gross margins surpassed projections, with operating margins expected to grow by 100 basis points in fiscal year 2026. Similarly, on March 31, Piper Sandler reiterated its Overweight rating on Microsoft Corporation (NASDAQ:MSFT), with a $600 price target. The firm remarked on Microsoft’s new Critique and Council tools, which expand its Researcher capacities. Critique employs a model from either OpenAI or Anthropic to generate a first draft, with another model serving as a specialized reviewer before producing the end product. Meanwhile, the Council function operates the Anthropic and OpenAI models concurrently, identifying areas of agreement and variance in the findings. The firm indicated that it believes investor sentiment toward Copilot has changed, though Microsoft Corporation (NASDAQ:MSFT) acknowledges the issue and is accelerating feature pace and restructuring Copilot’s management structure. Microsoft Corporation (NASDAQ:MSFT) develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That ...
Microsoft Corporation (NASDAQ:MSFT) ranks among the best stocks for a couch potato portfolio. Microsoft Corporation (NASDAQ:MSFT) was reiterated as Overweight by KeyBanc on May 5, with a $600 price target. The firm continues to focus on Azure capability and growth, Copilot usage through Microsoft 365 Commercial Cloud expansion, and capital expenditures at the company. KeyBanc’s analysis of the 10-...
Microsoft Corporation (NASDAQ:MSFT) ranks among the best stocks for a couch potato portfolio. Microsoft Corporation (NASDAQ:MSFT) was reiterated as Overweight by KeyBanc on May 5, with a $600 price target. The firm continues to focus on Azure capability and growth, Copilot usage through Microsoft 365 Commercial Cloud expansion, and capital expenditures at the company. KeyBanc’s analysis of the 10-Q filing revealed that leases not yet in effect grew by more than $40 billion during the quarter. Both operating and gross margins surpassed projections, with operating margins expected to grow by 100 basis points in fiscal year 2026. Similarly, on March 31, Piper Sandler reiterated its Overweight rating on Microsoft Corporation (NASDAQ:MSFT), with a $600 price target. The firm remarked on Microsoft’s new Critique and Council tools, which expand its Researcher capacities. Critique employs a model from either OpenAI or Anthropic to generate a first draft, with another model serving as a specialized reviewer before producing the end product. Meanwhile, the Council function operates the Anthropic and OpenAI models concurrently, identifying areas of agreement and variance in the findings. The firm indicated that it believes investor sentiment toward Copilot has changed, though Microsoft Corporation (NASDAQ:MSFT) acknowledges the issue and is accelerating feature pace and restructuring Copilot’s management structure. Microsoft Corporation (NASDAQ:MSFT) develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That ...
IREN forecasts $4.4bn ARR following Blackwell deployment at Childress site. Credit: Tigarto/Shutterstock.com. IREN has signed a purchase agreement with Dell to acquire air-cooled Blackwell systems for installation at its Childress, Texas data centre campus. The purchase, valued at approximately $1.6bn, is part of IREN’s plan to service its previously announced five-year, $3.4bn managed services AI...
IREN forecasts $4.4bn ARR following Blackwell deployment at Childress site. Credit: Tigarto/Shutterstock.com. IREN has signed a purchase agreement with Dell to acquire air-cooled Blackwell systems for installation at its Childress, Texas data centre campus. The purchase, valued at approximately $1.6bn, is part of IREN’s plan to service its previously announced five-year, $3.4bn managed services AI cloud contract. The transaction covers GPUs, servers, storage, networking equipment, integration services, and warranties, with payment due after shipment. IREN is arranging GPU financing for the deal, maintaining its established approach to funding hardware deployments. Deployment of the Blackwell systems is scheduled across existing facilities at the Childress campus, with operational commissioning planned for early 2027. According to IREN, full commissioning of these systems as part of the AI cloud contract is expected to increase the company’s annualised run-rate revenue (ARR) from $3.7bn to $4.4bn. This projection encompasses anticipated $1.9bn average annual revenue from an existing contract with Microsoft, $700m from the new AI cloud contract, and estimated $1.8bn from planned GPU deployments at both the British Columbia and Childress locations. IREN specified that these ARR targets rely on company assumptions about GPU models, utilisation rates and pricing, and are not yet fully contracted. The firm cautioned that actual revenue could differ, dependent on timely system delivery and full utilisation. IREN co-founder and co-CEO Daniel Roberts said: “Securing capacity and accelerating commissioning are our top priorities in a market where time-to-compute is everything. Hyperscalers, enterprises and developers choose IREN as a partner because we own and control the full stack – the physical infrastructure, the compute, and the operational capability to deploy at scale. “Our relationship with Dell ensures access to hardware at the scale and speed the market demands. Eve...
Helping were sales data from Europe that showed Tesla sold 10,654 cars in April, up 46.5% year over year. It’s been a strong year for European EV sales, amid higher oil prices. In 2025, Tesla sold 238,656 vehicles in Europe, down 26.9% year over year.
Helping were sales data from Europe that showed Tesla sold 10,654 cars in April, up 46.5% year over year. It’s been a strong year for European EV sales, amid higher oil prices. In 2025, Tesla sold 238,656 vehicles in Europe, down 26.9% year over year.