SolarSquare, an Indian rooftop solar startup that helps households and housing societies adopt solar power, is in advanced talks to raise fresh capital after securing India’s largest solar venture investment in December 2024, TechCrunch has learned. B Capital and Lightspeed Venture Partners are set to co-lead the Series C round, which could value SolarSquare at between $450 million and $500 millio...
SolarSquare, an Indian rooftop solar startup that helps households and housing societies adopt solar power, is in advanced talks to raise fresh capital after securing India’s largest solar venture investment in December 2024, TechCrunch has learned. B Capital and Lightspeed Venture Partners are set to co-lead the Series C round, which could value SolarSquare at between $450 million and $500 million and bring in $55 million to $60 million in new investment, according to multiple people familiar with the matter. That would represent more than a doubling of SolarSquare’s valuation in roughly 18 months — a sign of how rapidly investor conviction is building around India’s residential solar market. Lightspeed Venture Partners previously led SolarSquare’s $40 million Series B round at around a $200 million post-money valuation in December 2024. This time, according to a source, it’s investing through its growth fund, which has backed names such as Razorpay — India’s leading digital payments platform — and Zepto, the fast-delivery startup. Existing investor Elevation Capital is also expected to participate in the deal, which is currently in advanced stages and is expected to close next month. The terms could still change as the financing has not yet been finalized. SolarSquare has raised $61.1 million in equity financing to date, per the startup data platform Tracxn. India has set a target of achieving 500 gigawatts of renewable energy capacity by 2030, with solar expected to contribute more than half of that total. The country became the world’s third-largest solar power producer in 2025, trailing only China and the U.S. Its cumulative installed solar capacity has surged from about 3 GW in 2014 to more than 150 GW in 2026, aided partly by government incentives and subsidy schemes aimed at accelerating rooftop solar adoption. Mumbai-headquartered SolarSquare, founded in 2015, is positioning itself as a full-stack residential solar platform in a market that remains highly f...
Flex NASDAQ: FLEX executives used a J.P. Morgan fireside chat to outline the rationale for the company’s latest planned spin-off, describe the growth expectations for the business being separated and frame the remaining Flex as a large, diversified manufacturing and services platform. Revathi Advaithi, Flex’s chief executive officer, said the company’s portfolio strategy over the past seven years ...
Flex NASDAQ: FLEX executives used a J.P. Morgan fireside chat to outline the rationale for the company’s latest planned spin-off, describe the growth expectations for the business being separated and frame the remaining Flex as a large, diversified manufacturing and services platform. Revathi Advaithi, Flex’s chief executive officer, said the company’s portfolio strategy over the past seven years has focused on improving business mix, productivity and financial returns. She pointed to Flex’s exit from several consumer end markets, the earlier spin-off of Nextracker and reinvestment in areas tied to compute, power and data center infrastructure. Get Flex alerts: Sign Up Advaithi said the latest spin-off reflects the scale and growth profile of the company’s CPI segment, which she described as requiring a different capital framework than the rest of Flex. “We know how to do spins. We’ve done it well,” Advaithi said, noting that Nextracker has reached a market capitalization of about $17 billion. SpinCo to Focus on Data Center Power, Cooling and Electrical Infrastructure Advaithi said the new company, referred to during the discussion as SpinCo, will be positioned as an industrial company with a focus on data center thermal architecture, electrical infrastructure and cooling infrastructure. She said Flex began investing in the area before the recent surge in artificial intelligence demand, building from a power business acquired from Ericsson and combining it with compute integration capabilities. She said customers are increasingly seeking integrated solutions across compute, power and cooling, rather than treating those areas separately. Flex is targeting hyperscalers, colocation providers, neoclouds and silicon providers with products including mechanical components, compute integration, cooling distribution units, cold plates, power pods, custom power, switchgear and integrated pods. Advaithi said the company’s differentiation is its ability to address the full “th...
Flex (NASDAQ:FLEX) executives used a J.P. Morgan fireside chat to outline the rationale for the company’s latest planned spin-off, describe the growth expectations for the business being separated and frame the remaining Flex as a large, diversified manufacturing and services platform. Revathi Advaithi, Flex’s chief executive officer, said the company’s portfolio strategy over the past seven years...
Flex (NASDAQ:FLEX) executives used a J.P. Morgan fireside chat to outline the rationale for the company’s latest planned spin-off, describe the growth expectations for the business being separated and frame the remaining Flex as a large, diversified manufacturing and services platform. Revathi Advaithi, Flex’s chief executive officer, said the company’s portfolio strategy over the past seven years has focused on improving business mix, productivity and financial returns. She pointed to Flex’s exit from several consumer end markets, the earlier spin-off of Nextracker and reinvestment in areas tied to compute, power and data center infrastructure. Advaithi said the latest spin-off reflects the scale and growth profile of the company’s CPI segment, which she described as requiring a different capital framework than the rest of Flex. “We know how to do spins. We’ve done it well,” Advaithi said, noting that Nextracker has reached a market capitalization of about $17 billion. SpinCo to Focus on Data Center Power, Cooling and Electrical Infrastructure Advaithi said the new company, referred to during the discussion as SpinCo, will be positioned as an industrial company with a focus on data center thermal architecture, electrical infrastructure and cooling infrastructure. She said Flex began investing in the area before the recent surge in artificial intelligence demand, building from a power business acquired from Ericsson and combining it with compute integration capabilities. She said customers are increasingly seeking integrated solutions across compute, power and cooling, rather than treating those areas separately. Flex is targeting hyperscalers, colocation providers, neoclouds and silicon providers with products including mechanical components, compute integration, cooling distribution units, cold plates, power pods, custom power, switchgear and integrated pods. Advaithi said the company’s differentiation is its ability to address the full “thermal architecture envel...
If I’d been taught this way of thinking as a child, I can’t begin to imagine how much easier things could have been In 1981 the CD was born and so was I. Both arrivals were surprising and have drifted in and out of fashion ever since. As a baby, my majestic “chonk lord” status was cause for celebration and an indication of prosperity. But from a young age I noticed that my presence seemed to offen...
If I’d been taught this way of thinking as a child, I can’t begin to imagine how much easier things could have been In 1981 the CD was born and so was I. Both arrivals were surprising and have drifted in and out of fashion ever since. As a baby, my majestic “chonk lord” status was cause for celebration and an indication of prosperity. But from a young age I noticed that my presence seemed to offend other people. When I was seven, I remember asking to have a go at skipping, after having turned the rope for everyone else. One child enlightened me on why I couldn’t: I was too fat to skip. Children learn hierarchy from adults and then their peers. Who belongs, who doesn’t and why. My classmates learned from adults to see me as something to mock and despise. Even my own well-meaning father once sat me down and told me that nobody would love, trust or employ me due to my body shape. This didn’t shock me; I’d already picked up what everyone was putting down. Sign up for a weekly email featuring our best reads Continue reading...
Early in 2015 I was helping my friend organise her 30th birthday. She’d decided on the function space above a favourite little restaurant, Verde in Darlinghurst, Sydney. A few weeks ahead of the celebration we went in for a tasting. It was the first time I’d seen the head chef and owner, Antonio. He was older than us and so handsome that once he’d sat us down and gone off to get something, my frie...
Early in 2015 I was helping my friend organise her 30th birthday. She’d decided on the function space above a favourite little restaurant, Verde in Darlinghurst, Sydney. A few weeks ahead of the celebration we went in for a tasting. It was the first time I’d seen the head chef and owner, Antonio. He was older than us and so handsome that once he’d sat us down and gone off to get something, my friend and I realised we were both blushing. His Calabrian charisma was undeniable and his smile took my breath away. On the day of my friend’s party I went in early with flowers and set about rearranging the private dining room. The wait staff were already rolling their eyes at all the fuss I was going to, and as I unplugged this lamp fashioned out of an old sambuca bottle I managed to break it. A waitress materialised and whisked it away before I heard this unholy commotion coming from downstairs. Antonio flew up the stairs in a rage ready to raise hell with whoever had broken his beloved lamp, but as soon as he saw me his face instantly softened into a flirtatious grin. “Well I can’t be mad at you now can I?” View image in fullscreen ‘I knew then and there that I was in love’: Antonio and Monika Ruggerino The next day, I popped back into the restaurant to collect the ridiculous amount of decorations I’d brought in. Antonio invited me to sit down for a coffee and we had a pleasant little chat about my job in the jewellery trade and a recent work trip to Italy. I didn’t think much of it. In the months that followed, my relationship came to an impasse and I went through a breakup that was a real reset moment. I quit my job in sales at Bvlgari, bought an apartment in the CBD and set a path forward to creating my own jewellery brand. As the dust settled, Antonio called me out of the blue. I suppose a friend must have been in the restaurant and mentioned I was newly single. When I confirmed that I was no longer in a relationship, he didn’t hesitate before asking me out for dinner....
The Federal Reserve ’s favored top-line inflation gauge is rapidly approaching 4% as a war-driven spike in energy costs generates unease that price pressures will broaden. Government data on Thursday are expected to show the personal consumption expenditures price index jumped 3.8% in April from a year ago. That would put inflation a full percentage point higher than it was in February, marking th...
The Federal Reserve ’s favored top-line inflation gauge is rapidly approaching 4% as a war-driven spike in energy costs generates unease that price pressures will broaden. Government data on Thursday are expected to show the personal consumption expenditures price index jumped 3.8% in April from a year ago. That would put inflation a full percentage point higher than it was in February, marking the biggest two-month acceleration since late 2021. Even stripping out energy and food, the so-called core price measure likely picked up in April to the fastest pace since late 2023. The surge in prices for fuel and other materials created by the war in Iran is reverberating throughout the world economy, with consumer sentiment in the US tumbling to a record low and global businesses highlighting cost concerns. What’s more, inflation expectations are mounting, and bond yields are climbing. In addition to the inflation data, several Fed officials are set to speak in the coming week, including John Williams , Philip Jefferson , Neel Kashkari and Alberto Musalem . Investors will parse their comments for any concern about the longer-term outlook for inflation given persistent supply constraints related to the Middle East conflict. On Friday, Fed Governor Christopher Waller said he supports making clear that the central bank’s next interest-rate move is just as likely to be an increase as a cut. Read more: Waller Sees Even Odds for Rate Hike or Cut as Next Fed Move In addition to the PCE price data, the Bureau of Economic Analysis’ report will include figures on personal spending and incomes. Those will offer an early peek into household demand at the start of the second quarter. Economists expect a modest increase in inflation-adjusted spending and a slowdown in the nominal growth of personal income. Gasoline prices near the highest since 2022 are compounding Americans’ concerns about the cost of living. The toll of inflation on household budgets poses a risk to the spending out...
The UK has recorded its hottest day of the year so far, with temperatures reaching 30.5C in Kent as forecasters warned more extreme heat could follow over the bank holiday weekend. The temperature in Frittenden also marked the first time since 2012 the UK has reached 30C in May, according to the Met Office. Forecasters expect the hot weather to continue, with the UK likely to see its hottest May d...
The UK has recorded its hottest day of the year so far, with temperatures reaching 30.5C in Kent as forecasters warned more extreme heat could follow over the bank holiday weekend. The temperature in Frittenden also marked the first time since 2012 the UK has reached 30C in May, according to the Met Office. Forecasters expect the hot weather to continue, with the UK likely to see its hottest May day on record on Monday. Temperatures could reach 33C in southern England and the Midlands. Temperatures are expected to reach 31C on Sunday afternoon in the south and around 26C in the north, the Met Office said. The current May temperature record is 32.8C, which was logged in Camden Square, north London, in 1922, and in Horsham in West Sussex, Tunbridge Wells in Kent, and Regent’s Park in central London in 1944. UV levels will also be high across much of the UK over the bank holiday weekend, with a UV index of seven expected in Manchester on Sunday. Greg Dewhurst, senior meteorologist at the Met Office, told the Press Association: “High pressure will dominate through the whole of the bank holiday weekend. “Plenty of very warm sunshine across England and Wales each day. “Scotland and Northern Ireland will see more cloud at times, with a few showers across north-west Scotland.” The UK Health Security Agency (UKHSA) issued amber heat health alerts for the East Midlands, West Midlands, the east of England, London and the south-east. The alerts will remain in place until 5pm on Wednesday and replace less severe yellow alerts, which were previously issued. The alerts mean there is likely to be “a rise in deaths, particularly among those aged 65 and over or with health conditions” and increased demand on all health and social care services, according to the UKHSA website. Yellow alerts have been issued for the north-east and north-west of England, Yorkshire and Humber, and the south-west.
The iShares Core S&P 500 ETF (IVV +0.40%) and the Vanguard S&P 500 ETF (VOO +0.45%) both serve as foundational building blocks for long-term portfolios by tracking the S&P 500 index. While they share the same objective and cost structure, subtle differences distinguish these two industry giants for individual investors. Snapshot (cost & size) Metric IVV VOO Issuer iShares Vanguard Expense ratio 0....
The iShares Core S&P 500 ETF (IVV +0.40%) and the Vanguard S&P 500 ETF (VOO +0.45%) both serve as foundational building blocks for long-term portfolios by tracking the S&P 500 index. While they share the same objective and cost structure, subtle differences distinguish these two industry giants for individual investors. Snapshot (cost & size) Metric IVV VOO Issuer iShares Vanguard Expense ratio 0.03% 0.03% 1-yr return (as of May 23, 2026) 29.47% 29.43% Dividend yield 1.12% 1.08% Beta (5Y monthly) 1.00 1.00 Assets under management (AUM) $797.5 billion $1.6 trillion With matching 0.03% expense ratios, cost is not a differentiator between these two market leaders. While both funds offer consistent income streams, IVV offers a marginally higher dividend yield. Performance & risk comparison Metric IVV VOO Max drawdown (5 yr) -24.52% -24.53% Growth of $1,000 over 5 years (total return) $1,930 $1,930 What's inside VOO holds just over 500 stocks and was launched in 2010. It is designed to track the S&P 500, offering broad exposure to the domestic equity market. Its sector allocation is currently led by technology at around 36% of assets, followed by financial services at 12% and communication services at 11%, and its top holdings include Nvidia, Apple, and Microsoft. IVV also tracks the S&P 500, so it’s similar to VOO in many ways. Its top sector allocations and top three stocks match VOO’s, but it was launched in 2000, giving it a longer operating history. For more guidance on ETF investing, check out the full guide at this link. What this means for investors IVV and VOO both track the same underlying index, so there are few characteristics that set them apart. With the same expense ratios and virtually identical max drawdowns and one- and five-year total returns, investors won’t see a meaningful difference in fees, risk, or investment earnings. IVV does offer a marginally higher dividend yield, however, which could add up over time for investors with large account balance...
For retirees who watched bonds fail to cushion equity losses in 2022, the iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF) has changed the conversation by gathering roughly $3 billion in assets and delivering what the 60/40 portfolio failed to deliver then and is again outpacing in 2026: a return stream that does not move in ... DBMF Is Quietly Beating the 60/40 Portfolio in 2026, and This $3...
For retirees who watched bonds fail to cushion equity losses in 2022, the iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF) has changed the conversation by gathering roughly $3 billion in assets and delivering what the 60/40 portfolio failed to deliver then and is again outpacing in 2026: a return stream that does not move in ... DBMF Is Quietly Beating the 60/40 Portfolio in 2026, and This $3 Billion Fund Leads the Pack
Key Points SoFi may be a mere upstart compared to the big banks, but it is growing a lot faster. It's targeting young consumers who are growing with the bank -- thus boosting revenue. Based on price-to-book value, SoFi stock is valued well within the normal range for banks. 10 stocks we like better than SoFi Technologies › The stock of SoFi Technologies (NASDAQ: SOFI) has been absolutely crushed t...
Key Points SoFi may be a mere upstart compared to the big banks, but it is growing a lot faster. It's targeting young consumers who are growing with the bank -- thus boosting revenue. Based on price-to-book value, SoFi stock is valued well within the normal range for banks. 10 stocks we like better than SoFi Technologies › The stock of SoFi Technologies (NASDAQ: SOFI) has been absolutely crushed this year, and it just keeps sliding, down 42% year to date. Is the market overreacting? CEO Anthony Noto has mentioned several times that his goal is for SoFi to become a top-10 bank. Right now, it's the 50th-largest U.S. bank by assets, and it's been slowly rising through the rankings. It has $46 billion in assets, way behind the 10th-largest bank, Bank of New York Mellon, which has $381 billion. It will take a while for it to catch up, but there's a path, and the stock could follow it. 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 » The bank for the young professional SoFi may be a small fish in a big pond, but it's a lot faster than nearly any of its competitors, which is why it has a chance against the leaders of the pack. It isn't likely to pose great competition for the top banks, like JPMorgan Chase and Bank of America. JPMorgan Chase stands atop the banking crowd significantly, with $3.7 trillion in assets, while BofA has $2.6 trillion in assets. These banks, and several other large ones, have global operations and significant wealth management and investment banking segments. It's possible that SoFi will eventually launch these kinds of services, but today, its game is consumer banking. It has a leg up on other banks, even digital ones, in its focus on the student and young professional. This cadre is often finishing college and starting out in a career, and SoFi's strategy is to grow with them o...
"Speed of light." That's a phrase that gets thrown around in corporate turnaround stories so often that it has almost lost meaning: "We're moving faster." Most of the time, it is conference room language — something that sounds good in a press release and means very little in practice. When Intel ...
"Speed of light." That's a phrase that gets thrown around in corporate turnaround stories so often that it has almost lost meaning: "We're moving faster." Most of the time, it is conference room language — something that sounds good in a press release and means very little in practice. When Intel ...
There was already scrutiny over Steve Clarke's decision to omit Oli McBurnie from Scotland's World Cup squad. After Saturday at Wembley, there might be much, much more. McBurnie was Hull City's match-winning, promotion-winning hero - their new Dean Windass, in less spectacular but arguably far more dramatic fashion. The 29-year-old Scot pounced on a mistake by Middlesbrough goalkeeper Sol Brynn in...
There was already scrutiny over Steve Clarke's decision to omit Oli McBurnie from Scotland's World Cup squad. After Saturday at Wembley, there might be much, much more. McBurnie was Hull City's match-winning, promotion-winning hero - their new Dean Windass, in less spectacular but arguably far more dramatic fashion. The 29-year-old Scot pounced on a mistake by Middlesbrough goalkeeper Sol Brynn in the fifth minute of stoppage time to score the only goal of the Championship play-off final. It sent the Tigers back to English football's top flight after a 10-year absence. His Wembley winner came just four days after the 19-goal forward was omitted from Clarke's squad for this summer's global extravaganza in the USA, Canada and Mexico. So while he may not be going to the World Cup with Scotland, McBurnie is going to the Premier League with Hull. "I am quite pleased he is not going to the World Cup because now he can rest, " Tigers boss Sergej Jakirovic told BBC Sport. "He had a conversation with the head coach (Clarke) and it was explained to him what the situation was. "He scores goals - but this [selection] is the job of an international coach and I respect that." After naming his squad, Clarke intimated the player maybe did not fit into the type of character he wanted in his squad. "You got the sense McBurnie could have scored a hat-trick in every game in the last two months of the season and Clarke would have been unmoved," wrote BBC chief sports reporter Tom English. "Maybe he doesn't fancy him as a footballer, maybe he doesn't fancy him as a human being. Whatever." Jakirovic, however, believes McBurnie is a positive influence in the Hull dressing room. "He is a leader - he is different and has so much experience in the Championship and creates fear in opponents," the Croatian said of his former Swansea and Sheffield United forward.
Home Depot (HD 0.19%) stock has struggled in 2026, trading down about 10% year to date. The downward trajectory of this blue chip stock, which is in the Dow Jones Industrial Average, reflects the uncertainty investors feel about rising prices and high interest rates. These macroeconomic concerns are keeping more consumers from moving and taking on home improvement projects. But there was some hope...
Home Depot (HD 0.19%) stock has struggled in 2026, trading down about 10% year to date. The downward trajectory of this blue chip stock, which is in the Dow Jones Industrial Average, reflects the uncertainty investors feel about rising prices and high interest rates. These macroeconomic concerns are keeping more consumers from moving and taking on home improvement projects. But there was some hope this week, as Home Depot released first-quarter earnings on May 19 that were better than expected. Revenue increased about 5% year over year to $41.8 billion, beating the $41.5 billion analysts had targeted. Comparable store sales rose 0.6%. Net earnings were $3.3 billion, or $3.30 per share, down from $3.4 billion a year ago this quarter. Adjusted earnings, which analysts track, were down 4% to $3.43 per share, but it was better than analysts anticipated. "The underlying demand in our business was relatively similar to what we saw throughout fiscal 2025, despite greater consumer uncertainty and housing affordability pressure," said Home Depot's chair, president, and CEO, Ted Decker. Also, Home Depot reaffirmed its guidance, calling for 2.5% to 4.5% sales growth and 0% to 2% comparable store growth. Also, the operating margin is targeted at 12.4% to 12.6%, up from 11.9% in Q1. In addition, it maintained its call for 0% to 4% earnings-per-share growth in 2026. A slew of Wall Street analysts lowered their price targets for Home Depot, but most still see it as a buy with significant upside. It has a median price target of around $380 per share, with some 60% of analysts rating the stock as a buy. The median price target would suggest roughly 23% upside over the next 12 months. That seems a bit optimistic. Home Depot stock is overvalued Beating estimates and reaffirming guidance are good signs on their face, but when growth is slow or negative, and the outlook is similar, itʻs not that big a deal. And it's especially not a big deal when the stock is already overvalued. Home De...
Advanced Micro Devices (AMD) stock closed the May 22 trading session 3.99% up at $467.51, hitting its all-time high. The stock has rallied and made impressive year-to-date gains of 118.3% at the time of writing, Saturday morning, May 23. The rally has been boosted by hyperscalers increasing their ...
Advanced Micro Devices (AMD) stock closed the May 22 trading session 3.99% up at $467.51, hitting its all-time high. The stock has rallied and made impressive year-to-date gains of 118.3% at the time of writing, Saturday morning, May 23. The rally has been boosted by hyperscalers increasing their ...
Advanced Micro Devices (AMD) stock closed the May 22 trading session 3.99% up at $467.51, hitting its all-time high. The stock has rallied and made impressive year-to-date gains of 118.3% at the time of writing, Saturday morning, May 23. The rally has been boosted by hyperscalers increasing their capital expenditure plans and Intel’s Q1 earnings, which have boosted confidence in the semiconductor ...
Advanced Micro Devices (AMD) stock closed the May 22 trading session 3.99% up at $467.51, hitting its all-time high. The stock has rallied and made impressive year-to-date gains of 118.3% at the time of writing, Saturday morning, May 23. The rally has been boosted by hyperscalers increasing their capital expenditure plans and Intel’s Q1 earnings, which have boosted confidence in the semiconductor sector. On May 21, AMD confirmed investments of more than $10 billion across Taiwan’s semiconductor ecosystem to improve leading-edge silicon, packaging, and manufacturing technologies. These manufacturing innovations are necessary to support the deployment of the AMD Helios rack-scale platform in the second half of 2026. AMD has also confirmed something equally important: it has beaten other CPU manufacturers in the race for the best manufacturing process. AMD is ramping production of its next-generation EPYC Processor “Venice” on an advanced 2nm process.Shutterstock AMD ramps production of its next-generation EPYC Processor AMD is ramping production of the next-generation AMD EPYC processor in Taiwan, manufactured on Taiwan Semiconductor Manufacturing Company’s (TSMC) advanced 2nm process (node) technology. The latest incarnation of EPYC CPU is codenamed “Venice,” and is a key part of AMD Helios-based systems, along with AMD Instinct MI450 GPUs. AMD also plans to ramp production of these chips at TSMC’s Arizona fabrication facility in the future. Related: Bank of America revamps Nvidia stock price target after earnings The execution of the AMD Helios ramp-up is one, if not the main, downside risk for AMD. The platform is designed to be a direct competitor to Nvidia’s Vera Rubin NVL72 racks. This is why this ramp of EPYC is of critical importance for AMD this year. According to AMD, “Venice” is the first high-performance computing product in the industry to enter production on TSMC’s 2nm node. The company aims to extend TSMC's 2nm process technology across its data center ...
Hypergrowth artificial intelligence (AI) stocks aren't all that common. Many of the fastest-growing AI companies are still private, and most investors can't own their shares or trade them freely. However, there are a couple of stocks available right now posting incredible growth numbers that investors should be aware of. The two hypergrowth AI stocks investors should take a closer look at are Nebi...
Hypergrowth artificial intelligence (AI) stocks aren't all that common. Many of the fastest-growing AI companies are still private, and most investors can't own their shares or trade them freely. However, there are a couple of stocks available right now posting incredible growth numbers that investors should be aware of. The two hypergrowth AI stocks investors should take a closer look at are Nebius (NBIS 2.34%) and CoreWeave (CRWV 1.86%). These two operate in similar spaces and are each seeing incredible demand. I think both of these stocks can make for smart portfolio additions, but investors must be aware of the roller-coaster ride they will be taken on when owning this duo, as high growth and risk are a recipe for volatility. The neocloud space is seeing huge growth Both Nebius and CoreWeave are known as neocloud companies. This is similar to the cloud computing space that has been well established over the past decade, but it is AI-focused. By offering a product tailored to AI, clients can easily set up, train, and run AI models in an optimized manner. This is incredibly attractive, and both companies have already captured major clients, like Meta Platforms and Microsoft. It may be a bit of a headscratcher why companies like Meta and Microsoft want to partner with Nebius and CoreWeave, since they are already building their own data centers. Still, it all boils down to having as much computing power as possible as quickly as possible. Additionally, Meta and Microsoft have spent a ton on data centers, and renting some space instead of owning it gives them some flexibility. Expand NASDAQ : CRWV CoreWeave Today's Change ( -1.86 %) $ -2.00 Current Price $ 105.58 Key Data Points Market Cap $58B Day's Range $ 104.90 - $ 109.79 52wk Range $ 63.80 - $ 187.00 Volume 647K Avg Vol 28.6M Gross Margin 34.82 % Nvidia (NVDA 1.86%) is also a major investor in both companies. Nvidia is a rapidly growing company itself, and if it thought that its own business could do better than...
Key Points Both of these AI companies are expanding their footprints as quickly as possible. Nvidia is a major investor in both businesses. 10 stocks we like better than CoreWeave › Hypergrowth artificial intelligence (AI) stocks aren't all that common. Many of the fastest-growing AI companies are still private, and most investors can't own their shares or trade them freely. However, there are a c...
Key Points Both of these AI companies are expanding their footprints as quickly as possible. Nvidia is a major investor in both businesses. 10 stocks we like better than CoreWeave › Hypergrowth artificial intelligence (AI) stocks aren't all that common. Many of the fastest-growing AI companies are still private, and most investors can't own their shares or trade them freely. However, there are a couple of stocks available right now posting incredible growth numbers that investors should be aware of. The two hypergrowth AI stocks investors should take a closer look at are Nebius (NASDAQ: NBIS) and CoreWeave (NASDAQ: CRWV). These two operate in similar spaces and are each seeing incredible demand. I think both of these stocks can make for smart portfolio additions, but investors must be aware of the roller-coaster ride they will be taken on when owning this duo, as high growth and risk are a recipe for volatility. 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 » The neocloud space is seeing huge growth Both Nebius and CoreWeave are known as neocloud companies. This is similar to the cloud computing space that has been well established over the past decade, but it is AI-focused. By offering a product tailored to AI, clients can easily set up, train, and run AI models in an optimized manner. This is incredibly attractive, and both companies have already captured major clients, like Meta Platforms and Microsoft. It may be a bit of a headscratcher why companies like Meta and Microsoft want to partner with Nebius and CoreWeave, since they are already building their own data centers. Still, it all boils down to having as much computing power as possible as quickly as possible. Additionally, Meta and Microsoft have spent a ton on data centers, and renting some space instead of owning it gives them some flex...
He said hardworking people "look around and see that work simply doesn't pay, that benefits often match or beat what they earn, and that ordinary families are being dragged into higher tax bands with nothing to show for it".
He said hardworking people "look around and see that work simply doesn't pay, that benefits often match or beat what they earn, and that ordinary families are being dragged into higher tax bands with nothing to show for it".
The stock of SoFi Technologies (SOFI 0.22%) has been absolutely crushed this year, and it just keeps sliding, down 42% year to date. Is the market overreacting? CEO Anthony Noto has mentioned several times that his goal is for SoFi to become a top-10 bank. Right now, it's the 50th-largest U.S. bank by assets, and it's been slowly rising through the rankings. It has $46 billion in assets, way behin...
The stock of SoFi Technologies (SOFI 0.22%) has been absolutely crushed this year, and it just keeps sliding, down 42% year to date. Is the market overreacting? CEO Anthony Noto has mentioned several times that his goal is for SoFi to become a top-10 bank. Right now, it's the 50th-largest U.S. bank by assets, and it's been slowly rising through the rankings. It has $46 billion in assets, way behind the 10th-largest bank, Bank of New York Mellon, which has $381 billion. It will take a while for it to catch up, but there's a path, and the stock could follow it. The bank for the young professional SoFi may be a small fish in a big pond, but it's a lot faster than nearly any of its competitors, which is why it has a chance against the leaders of the pack. It isn't likely to pose great competition for the top banks, like JPMorgan Chase and Bank of America. JPMorgan Chase stands atop the banking crowd significantly, with $3.7 trillion in assets, while BofA has $2.6 trillion in assets. These banks, and several other large ones, have global operations and significant wealth management and investment banking segments. It's possible that SoFi will eventually launch these kinds of services, but today, its game is consumer banking. It has a leg up on other banks, even digital ones, in its focus on the student and young professional. This cadre is often finishing college and starting out in a career, and SoFi's strategy is to grow with them over time. That's already happening, as product growth outpaced member growth, 39% to 35% year over year in the first quarter. Cross-selling accelerated to 43% in the quarter. High growth, attractive price SoFi is growing rapidly. Adjusted net revenue increased 41% year over year in the first quarter, an acceleration. That's high for any stock, and especially for a bank. Consider how fast SoFi's assets have increased over the past five years in comparison with the top-10 largest banks in the U.S., which include, in addition to those mentioned...
Key Points Micron's valuation remains low, despite the company's explosive revenue and profit growth. There are growing signs that the AI sector is in a bubble. The memory industry is notoriously cyclical. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) has been one of the biggest winners in the generative artificial intelligence (AI) infrastructure boom, with shar...
Key Points Micron's valuation remains low, despite the company's explosive revenue and profit growth. There are growing signs that the AI sector is in a bubble. The memory industry is notoriously cyclical. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) has been one of the biggest winners in the generative artificial intelligence (AI) infrastructure boom, with shares up by over 800% over the last five years. The rally has been driven by growing demand for its high-bandwidth memory chips, which are vital components in AI data centers. At the moment, demand for memory chips well outstrips supply, and given the forecasts for the AI infrastructure build-out and how long it takes to get new foundries up and running, that situation is unlikely to change for quite awhile. But after its impressive gains of recent years, can Micron stock still turn $1,000 invested today into $10,000 in the future, or is this rally more likely to fizzle out soon? My view: Investors shouldn't get too comfortable. 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 » Why is Micron soaring? Many analysts believe generative AI could be as transformational as previous megatrends like the internet and mobile phones. And to capitalize on the opportunity, technology giants are spending eye-popping sums of money to accumulate the hardware needed to build data centers that run and train large language models -- and that hardware includes memory chips. According to Fortune magazine, the four major hyperscalers have committed to spending a combined $700 billion on data centers this year alone. And with high levels of investment expected to continue for the coming years, Micron is well positioned to continue generating outsize growth and profits. Its fiscal 2026 second-quarter results were explosive. Revenue s...
Micron Technology (NASDAQ: MU) has been one of the biggest winners in the generative artificial intelligence (AI) infrastructure boom, with shares up by over 800% over the last five years. The rally has been driven by growing demand for its high-bandwidth memory chips, which are vital components in AI data centers. At the moment, demand for memory chips well outstrips supply, and given the forecas...
Micron Technology (NASDAQ: MU) has been one of the biggest winners in the generative artificial intelligence (AI) infrastructure boom, with shares up by over 800% over the last five years. The rally has been driven by growing demand for its high-bandwidth memory chips, which are vital components in AI data centers. At the moment, demand for memory chips well outstrips supply, and given the forecasts for the AI infrastructure build-out and how long it takes to get new foundries up and running, that situation is unlikely to change for quite awhile. But after its impressive gains of recent years, can Micron stock still turn $1,000 invested today into $10,000 in the future, or is this rally more likely to fizzle out soon? My view: Investors shouldn't get too comfortable. Will AI create the world's first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need. Continue » Why is Micron soaring? Many analysts believe generative AI could be as transformational as previous megatrends like the internet and mobile phones. And to capitalize on the opportunity, technology giants are spending eye-popping sums of money to accumulate the hardware needed to build data centers that run and train large language models -- and that hardware includes memory chips. According to Fortune magazine, the four major hyperscalers have committed to spending a combined $700 billion on data centers this year alone. And with high levels of investment expected to continue for the coming years, Micron is well positioned to continue generating outsize growth and profits. Its fiscal 2026 second-quarter results were explosive. Revenue soared by almost 200% year over year to $23.86 billion, driven by strength across the company's business segments. And while the surge in memory hardware demand has been driven specifically by the types of chips used in AI data centers, a shortfall in overall pr...