TanjalaGica/iStock Editorial via Getty Images Some stock comparisons are easy. One company clearly has the stronger balance sheet, better growth profile, or more durable business model. Visa ( V ) and Mastercard ( MA ) are not that kind of comparison. This is a battle between two elite businesses operating some of the best models you’ll find in the market. They both sit at the center of global com...
TanjalaGica/iStock Editorial via Getty Images Some stock comparisons are easy. One company clearly has the stronger balance sheet, better growth profile, or more durable business model. Visa ( V ) and Mastercard ( MA ) are not that kind of comparison. This is a battle between two elite businesses operating some of the best models you’ll find in the market. They both sit at the center of global commerce. They both benefit from the shift away from cash. They both generate tremendous margins. They both post the kind of dividend triangle that makes dividend growth investors pay attention. So the real question is not whether Visa or Mastercard is a good business. They both are. The question is which one deserves a place in your portfolio right now. Two Exceptional Businesses Built on the Same Foundation Visa and Mastercard are often described as payment processors, but that definition doesn’t fully capture how powerful their model is. A better way to think about them is as toll roads for global transactions. When a customer buys something and a merchant gets paid, Visa or Mastercard stands in the middle and helps move that money securely and almost instantly. They collect a fee for facilitating the transaction, but they do not hold the credit risk. That risk remains on the balance sheet of the issuing bank. That’s what makes the model so attractive. They benefit from the growth of card payments, digital wallets, contactless payments, e-commerce, and cross-border transactions without having to lend money directly. It’s an asset-light setup with tremendous scale. As transaction volume rises, revenue grows without a corresponding need for heavy capital investment. That’s how you end up with a business that is both margin-rich and highly scalable. Both companies also enjoy multiple ways to grow. The world continues to move toward electronic payments. Cross-border spending remains a powerful tailwind. Emerging markets still offer plenty of room to convert cash transactions in...
Tinder held its inaugural product keynote on Thursday, unveiling an ambitious slate of updates designed to reinvigorate its product, bolster safety, and harness AI. This comes on the heels of Match Group’s $50 million investment in product development, announced last August, as the parent company looks to re-engage its user base and win over younger Gen Z daters. Among the updates are innovative f...
Tinder held its inaugural product keynote on Thursday, unveiling an ambitious slate of updates designed to reinvigorate its product, bolster safety, and harness AI. This comes on the heels of Match Group’s $50 million investment in product development, announced last August, as the parent company looks to re-engage its user base and win over younger Gen Z daters. Among the updates are innovative features for discovering in-person events and meeting people in real life, alongside a new virtual speed dating experience being tested in Los Angeles. Additionally, a series of AI enhancements were introduced to improve the matching algorithm and enhance user safety. One of the most notable features is the new Events tab, which will be in beta for users in Los Angeles starting in late May or early June. This feature lets users discover curated local events— such as speakeasies, bowling, raves, and pottery classes—where they can connect with matches in person. This is a nod to Gen Z’s growing appetite for real-world encounters over endless swiping. There has been a shift away from traditional dating apps, as young people seek authentic offline experiences or unconventional ways to meet potential partners. Other apps, like Breeze, 222, Timeleft, and Thursday, have also tapped into this in-real-life (IRL) trend. “We’re really trying to tap into meeting younger users at the places where they’re already hanging out,” Hillary Payne, senior vice president of product at Tinder, told TechCrunch. “You can go to an event with your friend and have a good time, or you could meet somebody new. Instead of asking users to choose between their dating life and their social life, we’re trying to blend these things together and create a more social community first experience.” Profiles of event attendees will be available on the app after the event for users to like and swipe through, a concept reminiscent of “Missed Connections” ads, allowing users who may have lacked the courage to approach ...
While some believe equity markets are currently overvalued, there are plenty of deals to be had for investors willing to look hard enough. Consider MercadoLibre (NASDAQ: MELI) and Uber Technologies (NYSE: UBER) , two leaders in their respective fields. Although they have faced some challenges of late, both stocks look like attractive long-term options, especially at current levels. Here's why, for...
While some believe equity markets are currently overvalued, there are plenty of deals to be had for investors willing to look hard enough. Consider MercadoLibre (NASDAQ: MELI) and Uber Technologies (NYSE: UBER) , two leaders in their respective fields. Although they have faced some challenges of late, both stocks look like attractive long-term options, especially at current levels. Here's why, for those with $5,000 to spare (that isn't put away for a rainy day), investing in either -- or both -- of these stocks would be a great move. Image source: Getty Images. MercadoLibre is increasingly facing stiff competition in the e-commerce market in Latin America, where it has long dominated. The company's latest quarterly update wasn't strong either. The fintech giant 's bottom line declined on a year over year basis, coming in short of analyst estimates. Despite these problems, there are good reasons to invest in MercadoLibre. The first is valuation. MercadoLibre is trading at 30.8x forward earnings, which is about as low as its forward P/E (price-to-earnings) has been in two years. Continue reading
Alphabet (GOOG 1.52%) (GOOGL 1.43%) has staged a massive comeback over the past year. If you bought shares at this time last year, you're up around 70% on your investment. With that kind of one-year return, it's logical to wonder if Alphabet's stock still has room for upside. I think there's still a strong case to buy Alphabet's stock right now, and if you've missed out on the massive run, there s...
Alphabet (GOOG 1.52%) (GOOGL 1.43%) has staged a massive comeback over the past year. If you bought shares at this time last year, you're up around 70% on your investment. With that kind of one-year return, it's logical to wonder if Alphabet's stock still has room for upside. I think there's still a strong case to buy Alphabet's stock right now, and if you've missed out on the massive run, there still may be time for you to get in. 1. Alphabet has emerged as a top option in AI A year ago, Alphabet was the laughing stock of the generative AI world. Now, it's among the leaders. Alphabet has one advantage that many of the other generative AI makers don't: a side business. The other AI companies are deeply unprofitable and require outside investments to continue running. Alphabet can self-fund its AI wing through its other businesses, including Google Search, YouTube, and Google Cloud, among many others. Although there is fierce competition going on, Alphabet's models are right there with the best, and it may be able to price its tokens lower than its peers due to being able to absorb the costs. This could give Alphabet a leg up on its competition when it comes to which model will be the most dominant, but we're still years away from learning what the final result will be. Still, Alphabet has won a key customer: Apple. Apple will use Gemini to run its next iteration of Siri that utilizes generative AI. This is a lucrative customer base, and for Alphabet to win this battle showcases that it's a top option. Expand NASDAQ : GOOGL Alphabet Today's Change ( -1.43 %) $ -4.41 Current Price $ 304.29 Key Data Points Market Cap $3.7T Day's Range $ 301.03 - $ 308.71 52wk Range $ 140.53 - $ 349.00 Volume 901K Avg Vol 34M Gross Margin 59.68 % Dividend Yield 0.27 % 2. Google Cloud is on fire Google Cloud is one of the fastest-growing segments within Alphabet. The cloud computing platform is seeing huge demand from AI workloads, and the cloud computing business model has proven to be ...
Apparent Vehicle-Ramming Attack And Active Shooter Situation Unfolds At Michigan Synagogue FBI Director Kash Patel says agents are at the scene of what appears to be a vehicle-ramming attack and an active shooter situation at Temple Israel Synagogue in West Bloomfield Township, Michigan. FBI personnel are on the scene with partners in Michigan and responding to the apparent vehicle ramming and act...
Apparent Vehicle-Ramming Attack And Active Shooter Situation Unfolds At Michigan Synagogue FBI Director Kash Patel says agents are at the scene of what appears to be a vehicle-ramming attack and an active shooter situation at Temple Israel Synagogue in West Bloomfield Township, Michigan. FBI personnel are on the scene with partners in Michigan and responding to the apparent vehicle ramming and active shooter situation out of Temple Israel Synagogue in West Bloomfield Township, Michigan. @FBIDetroit — FBI Director Kash Patel (@FBIDirectorKash) March 12, 2026 Local media outlet WXYZ reports that the incident at Temple Israel Synagogue occurred around 12:30 p.m. local time. The synagogue is located off Walnut Lake Road near Drake Road in West Bloomfield. BREAKING: Car crashes into Temple Israel in West Bloomfield, Michigan, in what police are calling an "active situation." According to local reports, a vehicle crashed into the Jewish synagogue before shots were fired. Oakland County deputies say an individual purposely drove… pic.twitter.com/ys3RvVRnkP — Collin Rugg (@CollinRugg) March 12, 2026 The Jewish Federation of Detroit said it is aware of a "security incident" at Temple Israel. Here's the statement: "We are aware of a security incident at Temple Israel. We are advising all Jewish organizations to go into lockout protocol - nobody in or out of your building. More information to follow." Statement from Michigan State Police: "We are asking community members to stay away from the area to allow for a police response. Troopers are also increasing patrols at other places of worship in the district." The attack comes as U.S. terrorism fears run high amid 12 days of U.S.-Israeli bombing in Iran. *Developing... Tyler Durden Thu, 03/12/2026 - 14:00
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. Facebook Marketplace is adding a bunch of new AI-powered tools that are supposed to make selling items on the platform a little more efficient. One feature will use...
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. Facebook Marketplace is adding a bunch of new AI-powered tools that are supposed to make selling items on the platform a little more efficient. One feature will use Meta AI to automatically respond to those annoying “Is this still available?” messages. You can toggle on the auto-reply option when creating a listing, and Meta AI will draft an editable response to any questions related to availability. In an example shown by Meta, its AI assistant creates an auto-reply saying, “Yes, it’s still available. Do you have any questions?” GIF: Meta Facebook Marketplace is trying to speed up the process of listing items, too, as Meta AI can now use the photos of your item to fill out details and suggest a price based on similar items nearby. There’s also a revamped shipping menu, along with new AI-generated summaries of seller profiles, which will tell buyers how long you’ve had a Facebook account, how many friends you have, and a description of your Marketplace activity, including the types of items you sell and your rating.
Jeremy Allaire, co-founder, CEO and chairman of Circle which operates the world's largest regulated stablecoin network, sits down with David Rubenstein to discuss the company's IPO last year, his long-term vision for Circle, and the role of artificial intelligence in the labor market. He's on this week's episode of "The David Rubenstein Show: Peer to Peer Conversations." This interview was recorde...
Jeremy Allaire, co-founder, CEO and chairman of Circle which operates the world's largest regulated stablecoin network, sits down with David Rubenstein to discuss the company's IPO last year, his long-term vision for Circle, and the role of artificial intelligence in the labor market. He's on this week's episode of "The David Rubenstein Show: Peer to Peer Conversations." This interview was recorded January 15 at the Economic Club of Washington, DC. (Source: Bloomberg)
Key Points Caspian Capital bought 9,275,000 shares of Clear Channel Outdoor in the fourth quarter. The quarter-end position value increased by approximately $20.50 million, reflecting both the purchase and stock price movement during the quarter. The move created a top holding for the fund. 10 stocks we like better than Clear Channel Outdoor › On February 17, 2026, Caspian Capital disclosed a new ...
Key Points Caspian Capital bought 9,275,000 shares of Clear Channel Outdoor in the fourth quarter. The quarter-end position value increased by approximately $20.50 million, reflecting both the purchase and stock price movement during the quarter. The move created a top holding for the fund. 10 stocks we like better than Clear Channel Outdoor › On February 17, 2026, Caspian Capital disclosed a new position in Clear Channel Outdoor (NYSE:CCO), acquiring 9,275,000 shares in the fourth quarter. The estimated transaction value is approximately $20.50 million based on quarter-end pricing. What happened According to a February 17, 2026, SEC filing, Caspian Capital acquired 9,275,000 shares of Clear Channel Outdoor during the fourth quarter, establishing a new position. The quarter-end position value totaled $20.50 million. What else to know This new position in Clear Channel Outdoor represents 13.56% of Caspian Capital’s reportable U.S. equities at quarter end. Top holdings after the filing: NYSE: BLCO: $34.14 million (22.6% of AUM) NASDAQ: FIP: $24.02 million (15.9% of AUM) NASDAQ: FTAI: $21.94 million (14.5% of AUM) NYSE: CCO: $20.50 million (13.6% of AUM) NYSE: PACS: $14.63 million (9.7% of AUM) As of Thursday, shares of Clear Channel Outdoor were priced at $2.38, up 100% over the past year and vastly outperforming the S&P 500’s roughly 20% gain in the same period. Company overview Metric Value Revenue (TTM) $1.6 billion Net Income (TTM) $19.9 million Price (as of Thursday) $2.38 One-Year Price Change 99.6% Company snapshot Clear Channel Outdoor Holdings offers a broad portfolio of advertising displays, including billboards, transit and street furniture displays, spectaculars, and wallscapes, with operations across the Americas and Europe. The firm generates revenue primarily by selling outdoor advertising space to businesses and agencies, leveraging both traditional and digital formats to maximize audience reach. It serves advertisers ranging from local businesses to m...
The yield curve may continue its steepening trend, with recent flattening just a cyclical retracement, Jason Granet, CIO of BNY says on this Macro Matter’s episode of the FICC Focus podcast series. Granet joins co-hosts Ira Jersey and Will Hoffman of the Bloomberg Intelligence US Interest-Rate Strategy team to discuss the state of the economy, how BNY assesses the outlook and how it thinks about s...
The yield curve may continue its steepening trend, with recent flattening just a cyclical retracement, Jason Granet, CIO of BNY says on this Macro Matter’s episode of the FICC Focus podcast series. Granet joins co-hosts Ira Jersey and Will Hoffman of the Bloomberg Intelligence US Interest-Rate Strategy team to discuss the state of the economy, how BNY assesses the outlook and how it thinks about sizing risk. The focus turns to Federal Reserve policy, the Treasury yield curve and funding markets.
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, NVIDIA Corporation (NASDAQ:NVDA) announced its multi-year strategic partnership with Thinking Machines Lab. The aim of this partnership is to deploy at least 1 gigawatt of Nvidia’s next-generation Vera Rubin systems for Thinking Machines Lab’s frontier model training and customizable AI pla...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, NVIDIA Corporation (NASDAQ:NVDA) announced its multi-year strategic partnership with Thinking Machines Lab. The aim of this partnership is to deploy at least 1 gigawatt of Nvidia’s next-generation Vera Rubin systems for Thinking Machines Lab’s frontier model training and customizable AI platforms. The press release noted that the expected deployment timeline is set for early next year. Moreover, the partnership also includes a collaboration to design training and serving systems for NVIDIA architectures, broadening access to frontier AI and open models for enterprises, research institutions, and scientists. NVIDIA (NVDA) Enters a Multi-Year Partnership With Thinking Machines Lab NVIDIA Corporation (NASDAQ:NVDA) highlighted that they have made significant investments in Thinking Machines Lab to ensure long term growth. Both companies share a similar goal of advancing understandable, customizable, collaborative AI systems through research, design, and massive infrastructure to expand human capabilities. NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments. While we acknowledge the risk and potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about this cheapest 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.
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, NVIDIA Corporation (NASDAQ:NVDA) announced its multi-year strategic partnership with Thinking Machines Lab. The aim of this partnership is to deploy at least 1 gigawatt of Nvidia’s next-generation Vera Rubin systems for Thinking Machines Lab’s frontier model training and customizable AI pla...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, NVIDIA Corporation (NASDAQ:NVDA) announced its multi-year strategic partnership with Thinking Machines Lab. The aim of this partnership is to deploy at least 1 gigawatt of Nvidia’s next-generation Vera Rubin systems for Thinking Machines Lab’s frontier model training and customizable AI platforms. The press release noted that the expected deployment timeline is set for early next year. Moreover, the partnership also includes a collaboration to design training and serving systems for NVIDIA architectures, broadening access to frontier AI and open models for enterprises, research institutions, and scientists. NVIDIA (NVDA) Enters a Multi-Year Partnership With Thinking Machines Lab NVIDIA Corporation (NASDAQ:NVDA) highlighted that they have made significant investments in Thinking Machines Lab to ensure long term growth. Both companies share a similar goal of advancing understandable, customizable, collaborative AI systems through research, design, and massive infrastructure to expand human capabilities. NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments. While we acknowledge the risk and potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about this cheapest 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.
Broadcom Inc. (NASDAQ:AVGO) is one of the Best AI Stocks That Will Make You A Millionaire. On March 5, Reuters reported that Broadcom Inc. (NASDAQ:AVGO) forecasted over $100 billion in AI chip sales for 2027. This highlights potential share gain in a market dominated by Nvidia. After the news, the shares of Broadcom rose around 3%. The report noted that big tech firms, including Meta, Alphabet, Mi...
Broadcom Inc. (NASDAQ:AVGO) is one of the Best AI Stocks That Will Make You A Millionaire. On March 5, Reuters reported that Broadcom Inc. (NASDAQ:AVGO) forecasted over $100 billion in AI chip sales for 2027. This highlights potential share gain in a market dominated by Nvidia. After the news, the shares of Broadcom rose around 3%. The report noted that big tech firms, including Meta, Alphabet, Microsoft, and Amazon, have plans to spend more than $600 billion on AI infrastructure. This is expected to grow the demand for semiconductors, servers, storage, and networking. The report noted that Broadcom has a significant edge due to its custom ASICs, which are alternatives to Nvidia’s expensive chips. Broadcom (AVGO) Rises on AI Chip Sales Forecasts for 2027 According to Reuters, Melius Research said that the company has visibility for more than 10 gigawatts of AI demand from clients like Anthropic and Meta. This scales Broadcom closer to Nvidia and AMD deal volumes. Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs and supplies products, including custom chips, networking solutions, and enterprise software used across industries such as cloud computing, telecommunications, and data centers. While we acknowledge the potential of AVGO 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.
Broadcom Inc. (NASDAQ:AVGO) is one of the Best AI Stocks That Will Make You A Millionaire. On March 5, Reuters reported that Broadcom Inc. (NASDAQ:AVGO) forecasted over $100 billion in AI chip sales for 2027. This highlights potential share gain in a market dominated by Nvidia. After the news, the shares of Broadcom rose around 3%. The report noted that big tech firms, including Meta, Alphabet, Mi...
Broadcom Inc. (NASDAQ:AVGO) is one of the Best AI Stocks That Will Make You A Millionaire. On March 5, Reuters reported that Broadcom Inc. (NASDAQ:AVGO) forecasted over $100 billion in AI chip sales for 2027. This highlights potential share gain in a market dominated by Nvidia. After the news, the shares of Broadcom rose around 3%. The report noted that big tech firms, including Meta, Alphabet, Microsoft, and Amazon, have plans to spend more than $600 billion on AI infrastructure. This is expected to grow the demand for semiconductors, servers, storage, and networking. The report noted that Broadcom has a significant edge due to its custom ASICs, which are alternatives to Nvidia’s expensive chips. Broadcom (AVGO) Rises on AI Chip Sales Forecasts for 2027 According to Reuters, Melius Research said that the company has visibility for more than 10 gigawatts of AI demand from clients like Anthropic and Meta. This scales Broadcom closer to Nvidia and AMD deal volumes. Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs and supplies products, including custom chips, networking solutions, and enterprise software used across industries such as cloud computing, telecommunications, and data centers. While we acknowledge the potential of AVGO 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.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported revenue data for February 2026. The company reported February 2026 revenue of approximately NT$317.66 billion, reflecting a 20.8% decrease month-over-month. However, the revenue was up 22.2%...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported revenue data for February 2026. The company reported February 2026 revenue of approximately NT$317.66 billion, reflecting a 20.8% decrease month-over-month. However, the revenue was up 22.2% year-over-year from NT$260.009 billion in February 2025. Moreover, the revenue from January 2026 to February 2026 came in at NT$718.91 billion, reflecting an increase of 29.9% compared to the same period a year ago. Taiwan Semiconductor Manufacturing (TSM) Reports Feb 2026 Revenue Data On March 10, Haas Liu from Bank of America Securities reiterated a Buy rating on the stock with a price target of $470. The analyst cited that while the February revenue figures were softer, they are tracking above the usual seasonal first-quarter patterns. The analyst expects earlier-than-usual orders for consumer semiconductors to carry the momentum throughout the quarter. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the largest contract semiconductor manufacturer in the world. Some of its prominent customers include semiconductor companies that outsource all or part of their chip production, including Advanced Micro Devices, Nvidia, Broadcom, and more. While we acknowledge the potential of TSM 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.
Taiwan Semiconductor Manufacturing (TSM) Reports Feb 2026 Revenue Data Yahoo Finance TSMC: Recent Fears Make This Another Bargain Buying Opportunity (NYSE:TSM) Seeking Alpha TSMC Sales Grow 30% on Sustained Global Demand for AI Hardware Bloomberg.com Chip Foundry TSMC Says Its Sales Rose 22% In February Investor's Business Daily New Taiwan Semiconductor Price Target and Game Plan After 'Iffy' News...
Taiwan Semiconductor Manufacturing (TSM) Reports Feb 2026 Revenue Data Yahoo Finance TSMC: Recent Fears Make This Another Bargain Buying Opportunity (NYSE:TSM) Seeking Alpha TSMC Sales Grow 30% on Sustained Global Demand for AI Hardware Bloomberg.com Chip Foundry TSMC Says Its Sales Rose 22% In February Investor's Business Daily New Taiwan Semiconductor Price Target and Game Plan After 'Iffy' News TheStreet Pro Taiwan Semiconductor Stock Slides Thursday: What's Happening? Benzinga TSMC February 2026 Revenue Report Taiwan Semiconductor Taiwan Semiconductor: Loading Up On The Dip (NYSE:TSM) Seeking Alpha TSMC Jan-Feb revenue rises 30% amid strong global AI demand (TSM:NYSE) Seeking Alpha
The exodus of co-founders from Elon Musk's AI startup xAI ( X.AI ) has continued, with the latest being Zihang Dai, Business Insider reported, citing people with knowledge of the matter. Dai left xAI earlier this week. His xAI badge has vanished from his X profile . Dai was a member of the technical staff at the company, the report added . Another co-founder of xAI, Guodong Zhang, has informed pe...
The exodus of co-founders from Elon Musk's AI startup xAI ( X.AI ) has continued, with the latest being Zihang Dai, Business Insider reported, citing people with knowledge of the matter. Dai left xAI earlier this week. His xAI badge has vanished from his X profile . Dai was a member of the technical staff at the company, the report added . Another co-founder of xAI, Guodong Zhang, has informed people he plans to leave in the coming days, the report noted. His LinkedIn profile shows he is still part of xAI. xAI did not immediately respond to a request for comment from Seeking Alpha. Dai's departure comes on the heels of the exits of other co-founders of the Grok AI chatbot maker, including Toby Pohlen , Jimmy Ba , Tony Wu , and Greg Yang . Last month Musk's space company SpaceX ( SPACE ) announced it was acquiring xAI ( X.AI ). After Dai and Zhang exit, only two of the 11 people who started the company with Musk in 2023 — Manuel Kroiss and Ross Nordeen — will remain, the report noted. Zhang, who previously worked at Google DeepMind, reports directly to Musk and led two of xAI's vital projects: Grok Code and Grok Imagine. He was given a larger role at xAI earlier this year, shortly before Wu left the company, the report added. On Wednesday, Musk told the Abundance Conference that "Grok is currently behind in coding." "The reason I was late for this was that I was just in a giant sort of all-hands on coding, going through all the things that need to happen to essentially exceed our competitors on coding, which I think we'll do," said Musk, the report noted. More on xAI SpaceX-xAI Deal: Building America's New Icon SpaceX Buys xAI: Space-Based AI Dream Or Nightmare Masking Tesla Failure? Musk expects Digital Optimus ready for use in six months Musk says xAI's Macrohard remains in development as joint project with Tesla: update Financial information for xAI
Photo By Jacob Wologo | Keynote speaker, Lt. Gen. Sean A. Gainey, commanding general, U.S. Army Space and Missile Defense Command, poses with award recipients at the annual Air, Space and Missile Defense Association luncheon March 11. see less | View Image Page Photo By Jacob Wologo | Keynote speaker, Lt. Gen. Sean A. Gainey, commanding general, U.S. Army Space and...... read more read more HUNTSV...
Photo By Jacob Wologo | Keynote speaker, Lt. Gen. Sean A. Gainey, commanding general, U.S. Army Space and Missile Defense Command, poses with award recipients at the annual Air, Space and Missile Defense Association luncheon March 11. see less | View Image Page Photo By Jacob Wologo | Keynote speaker, Lt. Gen. Sean A. Gainey, commanding general, U.S. Army Space and...... read more read more HUNTSVILLE, Ala. – The Army’s senior air defender discussed the things he finds most important in the space and missile defense community during the 31st annual Air, Space and Missile Defense Association luncheon on March 11. Lt. Gen. Sean A. Gainey, commanding general, U.S. Army Space and Missile Defense Command, gave the luncheons keynote speech, sharing his perspective on the industry and naming 10 areas he thinks it should focus on. “These 10 points really highlight that this twin industry of space and air and missile defense has always been marked by its spirit of innovation,” Gainey said. “It’s in the DNA of this group; you all have passion for innovation in the air and missile defense area.” Among his selected topics were rising threats like unmanned aircraft systems and adversaries targeting air and missile defense assets; the importance of integrating technologies like AI, electronic warfare, the Integrated Battle Command System and passive and attritable sensing; cost savings to enable warfighting endurance; and the importance of the air, missile defense and space industrial base. “Our partnership with the local air, space and missile defense [industry] is a must-have partnership as we continue to leverage the great innovative work out there to get capabilities to the warfighter more quickly,” he said. The ASMDA luncheon brought together members from industry, the military and the federal civilian workforce to discuss these topics and recognize people who are outstanding in the space and AMD fields. “Events like this bring a lot of industry and government offices togeth...
For the past few years, the largest US technology companies have been in a costly race to develop advanced artificial intelligence systems while at the same time providing computing power to a burgeoning field of startups. To chase these goals, they have radically changed how they finance their growth. Long reliant on rich revenues and share price increases, Alphabet Inc. ’s Google, Meta Platforms...
For the past few years, the largest US technology companies have been in a costly race to develop advanced artificial intelligence systems while at the same time providing computing power to a burgeoning field of startups. To chase these goals, they have radically changed how they finance their growth. Long reliant on rich revenues and share price increases, Alphabet Inc. ’s Google, Meta Platforms Inc. and other tech giants now are borrowing heavily to build the technology that makes chatbots run. In early March, Amazon.com Inc. sold bonds in Europe for the first time, raising €14.5 billion ($16.7 billion), the biggest ever corporate deal in the currency. The retail giant also borrowed $37 billion in the US bond market, in the fourth-largest US corporate bond sale on record. Four of the biggest US tech companies have said that just this year, they need to spend around $650 billion collectively on data centers, networking equipment and other AI infrastructure needed to achieve their AI ambitions. Here’s how the reliance on borrowing is changing the tech industry and fueling the AI boom. How has the growth of AI changed tech companies’ financial practices? For many years, tech companies that emerged from the internet boom grew by reinvesting their immense profits back into their businesses. They also sold bonds, but that played a smaller role in raising and spending capital. But beginning in late 2025, big tech firms began issuing tens of billions of dollars in debt as they scrambled to ramp up investing in AI capacity. New businesses such as OpenAI and Anthropic , meanwhile, have each raised billions of dollars in funding from venture capital investors. How are tech companies planning to spend the money? Most of the money these tech companies are deploying — be it through debt or equity — is being invested in AI-related equipment, services and real estate. Alphabet alone said that about 40% of its technical infrastructure spending was tied to data centers and network...
Keir Starmer was warned of ‘reputational risk’ in making Peter Mandelson ambassador to the US due to his links with the sex offender Jeffrey Epstein, according to newly released files. The first batch of files raises new questions about the prime minister’s judgment, as well as the vetting process at the highest level of government. Lucy Hough speaks to the Guardian’s head of national news, Archie...
Keir Starmer was warned of ‘reputational risk’ in making Peter Mandelson ambassador to the US due to his links with the sex offender Jeffrey Epstein, according to newly released files. The first batch of files raises new questions about the prime minister’s judgment, as well as the vetting process at the highest level of government. Lucy Hough speaks to the Guardian’s head of national news, Archie Bland Continue reading...