Desmond Jeanmarie F. Director at IPG Photonics Corporation (IPGP 1.26%), reported the sale of 1,690 shares of common stock in an open-market transaction valued at approximately $178,000, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 1,690 Transaction value $178,430 Post-transaction shares (direct) 10,486 Post-transaction value (direct ownership) $1.10 mill...
Desmond Jeanmarie F. Director at IPG Photonics Corporation (IPGP 1.26%), reported the sale of 1,690 shares of common stock in an open-market transaction valued at approximately $178,000, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 1,690 Transaction value $178,430 Post-transaction shares (direct) 10,486 Post-transaction value (direct ownership) $1.10 million Transaction value based on SEC Form 4 weighted average sale price ($105.58); post-transaction value based on May 14, 2026 market close ($105.10). Key questions How does this sale compare to the insider’s historical transaction pattern? Over the past three years, Desmond Jeanmarie F. has averaged approximately 1,345 shares per sell transaction, with this latest sale of 1,690 shares exceeding both the average and prior maximum for individual sales. Over the past three years, Desmond Jeanmarie F. has averaged approximately 1,345 shares per sell transaction, with this latest sale of 1,690 shares exceeding both the average and prior maximum for individual sales. What proportion of total direct holdings was reduced in this transaction? The insider reduced direct ownership by 13.88%, decreasing from 12,176 shares before the sale to 10,486 shares after the transaction. The insider reduced direct ownership by 13.88%, decreasing from 12,176 shares before the sale to 10,486 shares after the transaction. Was there any participation from trusts or indirect entities in this filing? No, the filing shows only direct holdings were affected; there are no reported indirect holdings or transactions involving derivative securities in this event. No, the filing shows only direct holdings were affected; there are no reported indirect holdings or transactions involving derivative securities in this event. Does the transaction align with capacity and recent trading cadence? The increasing size of recent sales reflects a shrinking direct holding base, suggesting that the scale of this dispositio...
Hive Digital Technologies (HIVE +5.71%) stock posted huge gains this week. The company's share price skyrocketed 51.3% higher across the stretch. Over the same period, the S&P 500 gained roughly 0.9%, and the Nasdaq Composite climbed roughly 0.5%. Hive Digital stock saw a massive rally this week connected to news that its Buzz High Performance Computing subsidiary is launching a new artificial int...
Hive Digital Technologies (HIVE +5.71%) stock posted huge gains this week. The company's share price skyrocketed 51.3% higher across the stretch. Over the same period, the S&P 500 gained roughly 0.9%, and the Nasdaq Composite climbed roughly 0.5%. Hive Digital stock saw a massive rally this week connected to news that its Buzz High Performance Computing subsidiary is launching a new artificial intelligence (AI) infrastructure project in Canada. With the rally, the stock is now up roughly 58% year to date. Hive Digital stock surges on new data center project Hive Digital published a press release on May 18 announcing that its wholly owned Buzz High Performance Computing subsidiary was moving forward with plans to build a new AI infrastructure facility in the Greater Toronto Area. The AI infrastructure facility is planned to deliver 320 megawatts of compute utility capacity and is expected to house more than 100,000 graphics processing units (GPUs) for AI compute. Expand NASDAQ : HIVE Hive Digital Technologies Today's Change ( 5.71 %) $ 0.22 Current Price $ 4.07 Key Data Points Market Cap $1.0B Day's Range $ 3.75 - $ 4.23 52wk Range $ 1.60 - $ 7.84 Volume 47M Avg Vol 17.3M Gross Margin -1421.23 % What's next for Hive Digital? Sovereign access to AI compute capabilities is emerging as a key strategic initiative for many companies, and Hive Digital could play an important role in Canada's efforts in the space. Buzz's facility is projected to be one of Canada's largest AI compute centers and is expected to go online in the second half of 2027. If the new facility is operational along that projected timeline, Hive could see its performance supercharged in the not-too-distant future.
Key Points A new Saver's Match will launch in 2027, replacing the current Saver's Credit. This match will be available only to low-income savers who lack access to a workplace retirement plan. You will need to save $2,000 of your own money to claim the full Saver's Match. The $23,760 Social Security bonus most retirees completely overlook › A long-talked-about retirement account change is set to t...
Key Points A new Saver's Match will launch in 2027, replacing the current Saver's Credit. This match will be available only to low-income savers who lack access to a workplace retirement plan. You will need to save $2,000 of your own money to claim the full Saver's Match. The $23,760 Social Security bonus most retirees completely overlook › A long-talked-about retirement account change is set to take effect next year that could affect millions of savers. President Donald Trump recently signed an executive order to create TrumpIRA.gov, a planned website that will enable workers without access to a workplace retirement plan to gain access to IRAs that offer the federal Saver's Match established by legislation in 2022. This is similar to a 401(k) match, but the funds will come from the federal government instead of your employer. However, not everyone will qualify. 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 » How the new Saver's Match will work The Saver's Match was created as part of the SECURE 2.0 Act, passed at the end of 2022, but it's not scheduled to take effect until next year. This new matching option will replace the Saver's Credit, which rewarded low-income households who saved for retirement by lowering their tax bills. The Saver's Match is a 50% match on up to $2,000 in contributions to a qualifying IRA. This means you can earn a maximum credit of $1,000. But there are income limits that bar middle- and high-income households from taking advantage of this program, even if they lack access to an employer-sponsored retirement plan. In 2027, single filers must have modified adjusted gross incomes (MAGIs) below $20,500 to be eligible for the entire match; this number is $41,000 for married couples filing jointly. Single filers with MAGIs between $20,500 and $35,500 will be eligible for a r...
"It is important for me to stress that this is also likely to take us some time yet. There will still be a scene remaining that will be guarded by police officers for a number of days while our work continues.
"It is important for me to stress that this is also likely to take us some time yet. There will still be a scene remaining that will be guarded by police officers for a number of days while our work continues.
The removal of an opposition party leader and closure of a liberal university show an authoritarian democracy moving closer to one-man rule Turkey’s next presidential election is scheduled for 2028. Many think it will come sooner. But by the time ballots are actually cast, the outcome may already have been decided – especially after the last few days. On Thursday, an appeals court removed the head...
The removal of an opposition party leader and closure of a liberal university show an authoritarian democracy moving closer to one-man rule Turkey’s next presidential election is scheduled for 2028. Many think it will come sooner. But by the time ballots are actually cast, the outcome may already have been decided – especially after the last few days. On Thursday, an appeals court removed the head of the opposition Republican People’s party (CHP), Özgür Özel, by annulling its 2023 leadership contest. The 51-year-old was credited with reviving the CHP, which trounced the ruling Justice and Development party in 2024’s local elections . He was also one of the few senior figures not caught in a sweeping crackdown that has led to hundreds of CHP officials and politicians being arrested. Human Rights Watch says that the justice system has been weaponised against the opposition. A mass corruption trial opened in March , with defendants including the Istanbul mayor, Ekrem İmamoğlu, who was arrested last year on the day that he was chosen as the CHP’s presidential candidate. He could face a sentence of more than 1,900 years if convicted on all counts. Continue reading...
AlexSecret/iStock via Getty Images This blog post from last week got a good response. Being a one-man shop, when an article like that is contemplated, notes are furiously scribbled from the events of those days, and as the list grows, it’s eventually pruned and a blog post is quickly tossed up. Last week, this blog failed to mention General Electric ( GE ) and the “earnings smoothing” Jack Welch e...
AlexSecret/iStock via Getty Images This blog post from last week got a good response. Being a one-man shop, when an article like that is contemplated, notes are furiously scribbled from the events of those days, and as the list grows, it’s eventually pruned and a blog post is quickly tossed up. Last week, this blog failed to mention General Electric ( GE ) and the “earnings smoothing” Jack Welch employed in the 1990s, which left Jeff Immelt, Welch’s successor, in a tough spot - one of many issues that Jack left Jeff Immelt that came home to roost in the early 2000s. One key part of last week’s blog post was the late 1990s “tech market cap vs. earnings (EPS) weight”, which a lot of folks who weren’t around in the last 5 years of the late 1990s may not have been aware of. A key difference in those two metrics: Today, the tech sector’s market cap is roughly 37%, versus the earnings weight of 30.8%, per TJ Dhillon of LSEG, while in March 2000, the tech sector’s market cap weight was 33-35%, while the earnings weight was just 13%. For semiconductors and semi-cap equipment, which has been the tech sector’s juice this year, the semiconductors complex’s market cap weight is 18.7%, while its earnings weight in mid-May ’26 is 15.1%. S&P 500 earnings Still no slowdown in forward EPS estimates for the S&P 500. Note the “rates of change” for 2026, 2027 and 2028. Ford ( F ) was up 11% this week and 20% the last 30 days. Similar to Tesla’s ( TSLA ) energy generation and storage line, Ford now has the same energy generation line of revenue, but while Tesla’s line item is 11% of total Tesla revenue, Ford’s is likely much smaller. (Haven’t seen a revenue breakout yet.) Morningstar recently boosted the fair value estimate on Ford from $16 to $18. Morningstar is more focused on higher revenue generation and the $1 billion in costs coming out of the business annually. Here’s a total return chart of Ford versus the S&P 500 since 1/1/2000. Ford closed Friday, May 22nd, ’26, with a 4.02% d...
Shares of the leading digital platform for medical professionals, Doximity (DOCS +2.84%), dropped again earlier in May after the company reported fourth-quarter earnings, and the stock is now down a staggering 56% in 2026. The big issue on the market's mind is whether the company can survive the threat that AI's rise may pose to Doximity's operations. For instance, the company's Scribe product, wh...
Shares of the leading digital platform for medical professionals, Doximity (DOCS +2.84%), dropped again earlier in May after the company reported fourth-quarter earnings, and the stock is now down a staggering 56% in 2026. The big issue on the market's mind is whether the company can survive the threat that AI's rise may pose to Doximity's operations. For instance, the company's Scribe product, which transcribes and generates notes during doctor visits, is a somewhat "common" feature in today's AI-powered world. Similarly, its Ask solution is a large language model tailored for doctors -- but may not offer enough differentiation from the leading AI companies today. However, focusing solely on these software risks undermines Doximity's deeply entrenched ecosystem. First, Doximity is used by more than 85% of U.S. physicians -- a massive network. Second -- and thanks to this access to doctors -- the company counts all of the top 20 pharmaceutical manufacturers as advertising customers. Third, Doximity also counts the top 20 hospitals and healthcare systems as customers, whether for advertising or for its workflow solutions (the potentially disruptive software mentioned earlier). Simply put, I don't think AI can replicate Doximity's strong ecosystem. In fact, I'd argue that the revolutionary technology could actually make the company's platform even stronger as it continues to incorporate AI into many of its solutions. In the fourth quarter, roughly half of Doximity's 800,000 active prescribers utilizing its workflow solutions used an AI tool. Similarly, seven of the top 20 hospitals purchased the company's new clinical AI suite. That said, margins dipped in Q4 as Doximity's costs rose amid its "AI investment year," so this is something investors need to focus on in upcoming quarters. Expand NYSE : DOCS Doximity Today's Change ( 2.84 %) $ 0.55 Current Price $ 19.94 Key Data Points Market Cap $3.7B Day's Range $ 19.27 - $ 20.00 52wk Range $ 17.15 - $ 76.51 Volume 3.5M Av...
Cindy Ord/Getty Images Entertainment Canadian Prime Minister Mark Carney will travel to New York this week to meet with investors and business leaders as his government seeks to attract large-scale capital into sectors including infrastructure, energy, defense and critical minerals. Carney is scheduled to visit New York City from May 27 to 28, according to a government announcement released Sunday...
Cindy Ord/Getty Images Entertainment Canadian Prime Minister Mark Carney will travel to New York this week to meet with investors and business leaders as his government seeks to attract large-scale capital into sectors including infrastructure, energy, defense and critical minerals. Carney is scheduled to visit New York City from May 27 to 28, according to a government announcement released Sunday. The trip will include meetings with CEOs, entrepreneurs and investment managers, along with remarks at the Economic Club of New York outlining Canada’s economic strategy. The visit comes as Canada attempts to position itself as a stable destination for global investment amid geopolitical tensions, shifting supply chains, and increased competition for capital among developed economies. For investors, the outreach reflects Canada’s effort to secure financing for major industrial and infrastructure projects tied to energy, transportation, nuclear power and critical minerals. The government said its capital programs and incentives are expected to support more than C$1 trillion in total investment over the next five years through a combination of public, private and institutional funding. Ottawa is emphasizing Canada’s relatively low debt burden, trade access and natural resource base as it competes for investment tied to the global energy transition and AI-driven industrial expansion. The government said Canada currently has 22 large infrastructure and industrial projects underway through its Major Projects Office, representing more than C$126 billion in investment. Those projects include initiatives tied to LNG, electricity grids, nuclear energy, transportation networks and critical minerals such as nickel, graphite and tungsten. Carney’s government also pointed to Canada’s standing among foreign direct investment rankings, its banking stability and recent tax changes aimed at improving business competitiveness. The administration has increasingly focused on economic resilie...
The trumpeter, composer and band leader still towers over jazz because he treated reinvention not as a betrayal, but as necessary for its survival The space reserved for Miles Davis in the pantheon of 20th-century music is not simply because he mastered jazz, but because he refused to let it stand still. As musicians and fans mark the centenary of his birth , Davis’s work still feels limitless. “I...
The trumpeter, composer and band leader still towers over jazz because he treated reinvention not as a betrayal, but as necessary for its survival The space reserved for Miles Davis in the pantheon of 20th-century music is not simply because he mastered jazz, but because he refused to let it stand still. As musicians and fans mark the centenary of his birth , Davis’s work still feels limitless. “I always thought that music had no boundaries,” he wrote in his 1989 autobiography, “no limits to where it could grow and go, no restrictions on creativity.” Davis repeatedly dismantled the sound he had helped invent – embracing the electric age in 1968, much as Bob Dylan had in folk. Davis moved to New York as an 18-year-old after hearing Dizzy Gillespie and Charlie Parker. While bebop prized speed, Davis preferred restraint and precision – spearheading cool jazz. By 1988, now the grand old man of jazz, he was playing trumpet with Prince, whom he remarked could be the “new Duke Ellington of our time if he just keeps at it” . Such was his refusal to be pigeonholed, he hated the word “jazz”. Whatever it was, Davis reasoned, had to evolve: absorbing funk, rock, African rhythms and electronica to emerge altered again. Continue reading...
Key Points Future retirees can claim Social Security benefits at a range of ages, but the earlier you file, the lower your monthly benefit payment will be. Regardless, there's no additional benefit for waiting beyond the age of 70 to claim Social Security benefits. The Social Security Administration can supply you with an estimated monthly benefit for a range of potential claiming ages. The $23,76...
Key Points Future retirees can claim Social Security benefits at a range of ages, but the earlier you file, the lower your monthly benefit payment will be. Regardless, there's no additional benefit for waiting beyond the age of 70 to claim Social Security benefits. The Social Security Administration can supply you with an estimated monthly benefit for a range of potential claiming ages. The $23,760 Social Security bonus most retirees completely overlook › The Social Security Administration intends for all future retirees to claim benefits when they reach their full retirement age (or FRA) of 67 years old. But that's not your only option. You can file for Social Security retirement benefits as early as 62 years of age. Just know that filing before you reach your FRA will cost you. How much it will cost you depends on how close you are to your FRA. The table below details the reduction of your monthly benefit payment compared to what you would have received by waiting. Claiming at Age... ...Reduces Your Benefit By: 67 No benefit reduction 66 6.67% 65 13.33% 64 20% 63 25% 62 30% 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 » You aren't limited to claiming in your exact birth month, however. The reduction is fine-tuned to adjust for any number of months after reaching the aforementioned ages that you file. The Social Security Administration can supply you with the exact amount of your payment, if you've got a specific date in mind to claim your retirement benefits. By the way, postponing your benefits once you've reached your FRA adds to your monthly payment, and by quite a bit. Claiming at Age... ...Increases Your Benefit By: 67 No benefit increase 68 8% 69 16% 70 24% Again, you don't necessarily need to wait a full 12 months after reaching your full retirement age to secure bigger payments. The inc...
A hot bank holiday weekend might see humans flock to the beach, don summer hats and crack open a cold beer, but when it comes to keeping big cats cool, zoos turn to a rather different treat: blood lollies. While experts note habitats within zoos are carefully tuned to their inhabitants’ needs, with areas of shade, water, sun and mud as appropriate, animals have tactics of their own to cope with th...
A hot bank holiday weekend might see humans flock to the beach, don summer hats and crack open a cold beer, but when it comes to keeping big cats cool, zoos turn to a rather different treat: blood lollies. While experts note habitats within zoos are carefully tuned to their inhabitants’ needs, with areas of shade, water, sun and mud as appropriate, animals have tactics of their own to cope with the heat. Chester zoo says miniature wallabies called dusky pademelons use evaporative cooling by licking their wrists – as the saliva evaporates, the blood within the vessels close to the skin is cooled. Meanwhile, aardvarks and African crested porcupines opt for subterranean shelter from the heat. “As temperatures soar, many of the animals find their own ways of keeping cool in the sunshine,” said Dr Nick Davis, mammals general manager at Chester zoo. “The likes of the eastern black rhinos and capybaras will cool off by submerging themselves in mud wallows, while big cats such as Sumatran tigers and jaguars, and other species like Asian elephants and Humboldt penguins, might beat the heat by taking a dip in their pools,” said Dr Nick Davis, mammals general manager at Chester zoo. View image in fullscreen Sumatran tiger Gaysha takes a dip in the water at London zoo. Photograph: ZSL Indeed, while such birds might be expected to struggle in the heat, Humboldt penguins – which originate from coastal regions of Peru and Chile – are actually well equipped for warm climes, with body adaptations including bare patches around their face and a bill through which heat can escape. But they also receive a little help: as well as boasting the largest penguin pool in England, ZSL notes the habitat at London zoo includes misting systems and fans that can be used to cool the surrounding air as temperatures soar. View image in fullscreen A Humboldt penguin at London zoo. Photograph: ZSL Lions and Sumatran Tigers might also be expected to cope well as the mercury rises – but that doesn’t mean...
The episode aired in 1948, but the idea is strangely valid today, except that it’s Elon Musk squaring off with himself. SpaceX is on the cusp of its initial public offering, which will raise a record amount of money. SpaceX plans to offer a relatively large amount of its stock to smaller retail investors, the same ones who hold Tesla shares.
The episode aired in 1948, but the idea is strangely valid today, except that it’s Elon Musk squaring off with himself. SpaceX is on the cusp of its initial public offering, which will raise a record amount of money. SpaceX plans to offer a relatively large amount of its stock to smaller retail investors, the same ones who hold Tesla shares.
Key Points Pfizer's dividend yield is far higher than AbbVie's, but the key issue is whether the payout is safe. AbbVie has been a dividend growth beast for several years, and that trend could very well continue. 10 stocks we like better than Pfizer › AbbVie (NYSE: ABBV) and Pfizer (NYSE: PFE) are two top healthcare stocks, and they're investments that can generate a ton of dividend income for you...
Key Points Pfizer's dividend yield is far higher than AbbVie's, but the key issue is whether the payout is safe. AbbVie has been a dividend growth beast for several years, and that trend could very well continue. 10 stocks we like better than Pfizer › AbbVie (NYSE: ABBV) and Pfizer (NYSE: PFE) are two top healthcare stocks, and they're investments that can generate a ton of dividend income for your portfolio. AbbVie, which yields 3.2%, has been a dividend growth beast for decades and has been doing a good job of growing its business even after its top-selling drug Humira lost patent protection. It has proven to be a good long-term dividend investment to hang on to. 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 » Pfizer offers a higher yield of 6.7%, but it's a bit riskier, given that it's still in the midst of trying to get back to growth and is facing some daunting patent cliffs in the near future. For investors, the pressing issue is whether the business is on the right track and if its dividend is indeed safe. Below, I'll look at which of these dividend stocks is the better option for income investors right now. Is Pfizer's dividend really safe? The biggest question for income investors when analyzing these two stocks may come down to the safety of Pfizer's payout. Regardless of the yield, if the dividend is in danger, what percentage Pfizer pays today may be meaningless, and thus, AbbVie's stock would be the better option by default. The problem, however, is that you can't just look at Pfizer's payout ratio, which is over 100%, because there has been so much noise in its earnings in recent quarters. The company has gone through restructuring, and one-time expenses such as impairment charges have weighed on its bottom line. Its free cash flow has totaled $9.5 billion over the past four quarters...
FactoryTh/iStock via Getty Images firm Northleaf Capital Partners, as the Australian investment group attempts to offload the U.K. fiber operator amid rising competition, slowing performance and heavy debt burdens, The Times of London reported Sunday. Northleaf, which already holds a major stake in rural broadband operator Quickline, is considering a bid for KCom, according to the report, citing p...
FactoryTh/iStock via Getty Images firm Northleaf Capital Partners, as the Australian investment group attempts to offload the U.K. fiber operator amid rising competition, slowing performance and heavy debt burdens, The Times of London reported Sunday. Northleaf, which already holds a major stake in rural broadband operator Quickline, is considering a bid for KCom, according to the report, citing people familiar with the matter. The sales process is being managed by investment bank Perella Weinberg Partners after lenders pushed Macquarie to revive efforts to sell the business. A merger between KCom and Quickline could create operational efficiencies because the two fibre networks have limited geographic overlap. KCom dominates the Hull region, while Quickline serves parts of Yorkshire and Lincolnshire. For investors, the potential sale highlights mounting pressure across Europe’s fibre broadband sector, where high infrastructure costs, growing competition from alternative network providers and rising borrowing expenses are squeezing valuations. A discounted sale could also force lenders to absorb losses, underscoring broader concerns about debt-heavy telecom infrastructure deals completed during the era of ultra-low interest rates. KCom’s position in Hull has weakened since the pandemic as rival fibre operators expanded into the region. Any buyer would also face the costly task of migrating roughly 40% of customers still using older copper-based infrastructure onto fibre connections. Macquarie is reportedly aiming to complete a transaction by the end of June, though the sale price is expected to come in well below the roughly £627 million it paid to acquire and privatize the company in 2019. KCom carried about £425 million in borrowings as of March 2024, according to its latest filings. Banks including NatWest and Lloyds have become increasingly involved in the process as the company’s financial performance deteriorated and conditions in the fibre broadband market wo...
mohd izzuan/iStock via Getty Images Executive Summary Some institutional investors who had grown accustomed to outperforming the broader private equity composites are finding they have not done so consistently in recent years. Their diagnoses of the problem often center on specific decisions or biases they made in their recent manager selection, whereas a likely culprit is a falloff in the persist...
mohd izzuan/iStock via Getty Images Executive Summary Some institutional investors who had grown accustomed to outperforming the broader private equity composites are finding they have not done so consistently in recent years. Their diagnoses of the problem often center on specific decisions or biases they made in their recent manager selection, whereas a likely culprit is a falloff in the persistence of outperformance among private equity managers. While wide performance dispersion persists among private equity funds of a given vintage, academic research suggests that the tendency for a manager’s prior strong performance to persist into subsequent funds has largely disappeared, particularly when prior performance is based on the interim measures used to compare funds less than 10–15 years old. If this lack of persistence is the “new normal,” it will be very difficult for investors to expect to outperform the private equity composites by meaningful amounts going forward . Investment committees should encourage institutions to raise the bar for hiring private equity managers, as putting money to work relatively cheaply in the public markets is a better investment than paying high fees for private equity managers they have less than full confidence in. Read Part 1 of the Quarterly Letter, What Barbarians Like to Take Private (Or: The Risks in Your Private Equity Portfolio) , in which Ben Inker and John Pease use decades of buyout data to demonstrate how private equity portfolios are becoming ever more concentrated on a small set of risks. My day job at GMO does not directly involve private equity beyond being an observer. But I do wind up discussing private equity reasonably regularly, both with investment committees that I serve on and when invited to speak to the investment committees of other institutions. And in those situations, I’ve started to notice something a little jarring that may not be as obvious to investment committee members who only experience the per...
Artificial intelligence (AI) has produced some of the most compelling stocks over the past decade. Nvidia is the biggest stock in the industry and has gained 1,400% over the past five years. Sandisk has surged by more than 3,000% over the past year. If you are looking for under-the-radar picks, you might want to start with Cipher Digital (CIFR +2.09%), which rebranded in February 2026 from Cipher ...
Artificial intelligence (AI) has produced some of the most compelling stocks over the past decade. Nvidia is the biggest stock in the industry and has gained 1,400% over the past five years. Sandisk has surged by more than 3,000% over the past year. If you are looking for under-the-radar picks, you might want to start with Cipher Digital (CIFR +2.09%), which rebranded in February 2026 from Cipher Mining to Cipher Digital and is up 40% so far this year as of Thursday morning. The company that started with Bitcoin mining now develops AI data centers and signs long-term deals with tech giants, and serves as a fundamental part of AI infrastructure. Predictable revenue and scalability Cipher Digital makes money by building AI data centers and securing long-term contracts. The more gigawatts of power it accumulates, the more deals it can sign. Expand NASDAQ : CIFR Cipher Mining Today's Change ( 2.09 %) $ 0.45 Current Price $ 21.97 Key Data Points Market Cap $9.0B Day's Range $ 20.96 - $ 22.35 52wk Range $ 3.08 - $ 25.52 Volume 19.4M Avg Vol 25.8M Gross Margin -7080.08 % In March, the company signed its third AI data center campus lease with what it called an "investment-grade hyperscale tenant," showing that Cipher Digital can quickly turn AI data center capacity into new customers. It is a 15-year lease for an undisclosed sum, but a previous deal with Amazon hints at Cipher Digital's long-term potential. Last year, Cipher Digital secured a 15-year, $5.5 billion deal to supply Amazon with 300 megawatts of capacity. That comes to $367 million per year in revenue. The company has 4.2 gigawatts of capacity in its portfolio, which means it could support 14 deals like the Amazon contract once those AI data centers are operational. It currently has 907 megawatts of operating and contracted capacity. Cipher Digital has lower costs than top competitors Cipher Digital isn't the only company that is building AI data centers. Iren and Nebius are two of the largest companies in this ...
Key Points Cipher Digital's business model revolves around lucrative, long-term contracts that provide recurring revenue. The company's landlord model results in lower costs and fewer steps associated with building AI data centers. Cipher Digital is set to energize 2.5 gigawatts between 2028 and 2029. 10 stocks we like better than Cipher Mining › Artificial intelligence (AI) has produced some of t...
Key Points Cipher Digital's business model revolves around lucrative, long-term contracts that provide recurring revenue. The company's landlord model results in lower costs and fewer steps associated with building AI data centers. Cipher Digital is set to energize 2.5 gigawatts between 2028 and 2029. 10 stocks we like better than Cipher Mining › Artificial intelligence (AI) has produced some of the most compelling stocks over the past decade. Nvidia is the biggest stock in the industry and has gained 1,400% over the past five years. Sandisk has surged by more than 3,000% over the past year. If you are looking for under-the-radar picks, you might want to start with Cipher Digital (NASDAQ: CIFR), which rebranded in February 2026 from Cipher Mining to Cipher Digital and is up 40% so far this year as of Thursday morning. The company that started with Bitcoin mining now develops AI data centers and signs long-term deals with tech giants, and serves as a fundamental part of AI infrastructure. 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 » Predictable revenue and scalability Cipher Digital makes money by building AI data centers and securing long-term contracts. The more gigawatts of power it accumulates, the more deals it can sign. In March, the company signed its third AI data center campus lease with what it called an "investment-grade hyperscale tenant," showing that Cipher Digital can quickly turn AI data center capacity into new customers. It is a 15-year lease for an undisclosed sum, but a previous deal with Amazon hints at Cipher Digital's long-term potential. Last year, Cipher Digital secured a 15-year, $5.5 billion deal to supply Amazon with 300 megawatts of capacity. That comes to $367 million per year in revenue. The company has 4.2 gigawatts of capacity in its portfolio, which means it cou...
A long-talked-about retirement account change is set to take effect next year that could affect millions of savers. President Donald Trump recently signed an executive order to create TrumpIRA.gov, a planned website that will enable workers without access to a workplace retirement plan to gain access to IRAs that offer the federal Saver's Match established by legislation in 2022. This is similar t...
A long-talked-about retirement account change is set to take effect next year that could affect millions of savers. President Donald Trump recently signed an executive order to create TrumpIRA.gov, a planned website that will enable workers without access to a workplace retirement plan to gain access to IRAs that offer the federal Saver's Match established by legislation in 2022. This is similar to a 401(k) match, but the funds will come from the federal government instead of your employer. However, not everyone will qualify. How the new Saver's Match will work The Saver's Match was created as part of the SECURE 2.0 Act, passed at the end of 2022, but it's not scheduled to take effect until next year. This new matching option will replace the Saver's Credit, which rewarded low-income households who saved for retirement by lowering their tax bills. The Saver's Match is a 50% match on up to $2,000 in contributions to a qualifying IRA. This means you can earn a maximum credit of $1,000. But there are income limits that bar middle- and high-income households from taking advantage of this program, even if they lack access to an employer-sponsored retirement plan. In 2027, single filers must have modified adjusted gross incomes (MAGIs) below $20,500 to be eligible for the entire match; this number is $41,000 for married couples filing jointly. Single filers with MAGIs between $20,500 and $35,500 will be eligible for a reduced match, as will married couples with MAGIs between $41,000 and $71,000. Those with higher MAGIs will not be able to claim the Saver's Match at all. A $1,000 match may not seem like much, but it could go further than you think if you leave it invested for a few decades. A single $1,000 investment could be worth nearly $17,500 after 30 years, if you earn a 10% average annual return. In reality, you'd wind up with a lot more because you have to contribute $2,000 of your own money to earn the match in the first place. The problem with the Saver's Match Th...
In recent weeks, Super Micro Computer has faced intensified legal and regulatory scrutiny, including a newly filed securities class action and a previously unsealed U.S. Department of Justice indictment alleging unlawful diversion of Nvidia-powered AI servers to China via a Southeast Asian shell entity. At the same time, the company is reshaping its leadership and public message, appointing new ch...
In recent weeks, Super Micro Computer has faced intensified legal and regulatory scrutiny, including a newly filed securities class action and a previously unsealed U.S. Department of Justice indictment alleging unlawful diversion of Nvidia-powered AI servers to China via a Southeast Asian shell entity. At the same time, the company is reshaping its leadership and public message, appointing new chief revenue and business officers and preparing for a high-profile appearance at J.P. Morgan’s Global Technology, Media and Communications Conference, as it works to address compliance concerns and rebuild confidence in its AI infrastructure franchise. We’ll now examine how the export-control investigations and compliance concerns could reshape Super Micro’s AI-driven margin recovery investment narrative. AI is about to change healthcare. These 34 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. Super Micro Computer Investment Narrative Recap To own Super Micro today, you have to believe its AI data center positioning and margin recovery story outweigh mounting governance and export control issues. The key near term catalyst is execution on its AI server backlog and margin targets, while the biggest risk is that ongoing export control probes and class actions further unsettle large hyperscale customers. Recent indictments and lawsuits directly touch that risk and could influence both customer concentration and pricing power. Against that backdrop, the appointments of Vik Malyala as Chief Business Officer and Matthew Thauberger as Chief Revenue Officer matter because they put clear owners over partnerships and sales just as Super Micro faces compliance questions and renewed competition from Dell and HPE. Their performance in stabilizing key accounts and expanding higher margin data center solutions will be central to whether the AI driven margin recovery thes...
Israeli strikes have hit southern and eastern Lebanon, a day after 11 people were killed in a single raid on the south despite a ceasefire in the Israel-Hezbollah war and claims that the US and Iran are about to reach a peace deal. Saturday’s strike in Sir al-Gharbiyeh “resulted in a massacre whose final toll is 11 dead including a child and six women, and nine wounded including four children and ...
Israeli strikes have hit southern and eastern Lebanon, a day after 11 people were killed in a single raid on the south despite a ceasefire in the Israel-Hezbollah war and claims that the US and Iran are about to reach a peace deal. Saturday’s strike in Sir al-Gharbiyeh “resulted in a massacre whose final toll is 11 dead including a child and six women, and nine wounded including four children and a woman,” Lebanon’s health ministry said. Israel’s military has continued to strike what it says are Hezbollah targets in Lebanon despite a ceasefire that began on 17 April and that was recently extended for several weeks. The Iran-backed group has also maintained attacks on Israeli targets in southern Lebanon and across the border, including firing rockets on Sunday at Israeli troops operating on Lebanese territory. Lebanon’s official National News Agency reported Israeli strikes on multiple locations in southern and eastern Lebanon on Sunday, in some cases causing casualties. Some of the raids came before the Israeli military issued two evacuation warnings covering more than a dozen villages in Lebanon’s south and the eastern Bekaa valley. An AFP correspondent saw large clouds of smoke rising after strikes on Nabatieh and Zawtar al-Sharqiyah in the south. Lebanon’s civil defence agency said early on Sunday that its regional facility in Nabatieh had been destroyed by an overnight Israeli strike. An AFP photographer saw civil defence personnel recovering equipment and using a stretcher to remove oxygen bottles from the rubble. Hassan Fadlallah, a Hezbollah lawmaker who was put under US sanctions this week, said on Sunday that “major transformations are taking place in the region”, amid anticipation that a US-Iranian agreement to end the Middle East war was close. Iran “has made its agreement with the United States conditional on stopping the war in Lebanon”, he said, according to a statement. On Saturday, Hezbollah said its chief, Naim Qassem, had received a message from Ir...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Greg Abel, now CEO of Berkshire Hathaway (NYSE:BRK.B), has overseen a major reshaping of the stock portfolio, including full exits from Amazon, Visa, Mastercard, and UnitedHealth. Berkshire has built a top 5 position in Alphabet...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Greg Abel, now CEO of Berkshire Hathaway (NYSE:BRK.B), has overseen a major reshaping of the stock portfolio, including full exits from Amazon, Visa, Mastercard, and UnitedHealth. Berkshire has built a top 5 position in Alphabet and has sharply increased AI related holdings, which now account for more than a third of the portfolio’s value. These moves reflect the biggest shift in Berkshire’s capital allocation approach in decades, with a clearer tilt toward technology and AI focused companies. Berkshire Hathaway enters this new phase with a share price of $486.38, a return of 51.7% over 3 years, and 68.0% over 5 years. For investors who have long associated Berkshire with a focus on insurance, industrials, and consumer businesses, Greg Abel’s early decisions mark a different mix of exposures while the company continues to trade under the NYSE:BRK.B ticker. For your portfolio, the key question is how this higher weighting in technology and AI related holdings fits with your own risk tolerance and diversification goals. Abel’s shift provides an additional data point on how one of the market’s most closely watched capital allocators is positioning around AI, large platforms, and long term structural themes, while Berkshire’s core operating businesses remain in place. Stay updated on the most important news stories for Berkshire Hathaway by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Berkshire Hathaway. NYSE:BRK.B 1-Year Stock Price Chart Does the team leading Berkshire Hathaway have what it takes? See our full breakdown of the management team's track record and compensation. Greg Abel taking full control of both operations and the equity portfolio marks a clear break from the incremental style investors were used to under Warren Buffe...