AI developers OpenAI ( OPENAI ) and Anthropic ( ANTHRO ) are both reportedly gearing up for potentially massive IPOs later this year. Microsoft ( MSFT ) still holds a major stake in OpenAI, while Anthropic counts Amazon ( AMZN ) and Alphabet ( GOOG ) ( GOOGL ) as key backers. We asked Seeking Alpha analysts Chris DeMuth Jr. , Jonathan Weber , and Julia Ostian which company they thought would be th...
AI developers OpenAI ( OPENAI ) and Anthropic ( ANTHRO ) are both reportedly gearing up for potentially massive IPOs later this year. Microsoft ( MSFT ) still holds a major stake in OpenAI, while Anthropic counts Amazon ( AMZN ) and Alphabet ( GOOG ) ( GOOGL ) as key backers. We asked Seeking Alpha analysts Chris DeMuth Jr. , Jonathan Weber , and Julia Ostian which company they thought would be the better investment. Chris DeMuth Jr. : I own and like them both, but if I had to choose one, Anthropic’s ( ANTHRO ) valuation looks somewhat more sensible. At this point, they’re both fairly in favor. VCX was a good pre-public opportunity for exposure; I was involved since day one. But now that it IPOed, it has gotten pretty pricey. Jonathan Weber : While OpenAI ( OPENAI ) is larger and has more users, I see Anthropic ( ANTHRO ) as more attractive right now. Its valuation is lower, its coding focus offers a USP, and projections by management and analysts suggest that there is a good chance that Anthropic will become profitable before OpenAI, although this isn't guaranteed, of course. Anthropic also has the backing of huge players like Alphabet ( GOOG )( GOOGL ) and Amazon ( AMZN ), which should ease capital concerns. Julia Ostian : As someone who is totally bullish on AI in general (and on companies using AI to build capacity and power their operations), I don’t view OpenAI ( OPENAI ), Anthropic ( ANTHRO ), or any of the major LLM firms as great investments right now, especially ahead of their IPOs. There are a few reasons for this, but the most important is valuation. Following OpenAI's latest funding round, which brought in $122B in committed capital, its valuation has soared to over $850B. This makes the company incredibly expensive. Even if we assume $24B in annualized revenue (which remains to be seen), we are looking at a price-to-sales ratio of over 35x. While that is lower than some analysts predicted, it is still an insane level for a deeply unprofitable company t...
Club in FA Cup last four after shootout win at West Ham ‘I feel humble. You can see how much it means to them’ Daniel Farke promised that Leeds fans will take over London after their side secured an FA Cup semi-final against Chelsea thanks to a breathless win against West Ham on penalties . Leeds appeared to be cruising to an easy victory at the London Stadium, only for West Ham to force extra ti...
Club in FA Cup last four after shootout win at West Ham ‘I feel humble. You can see how much it means to them’ Daniel Farke promised that Leeds fans will take over London after their side secured an FA Cup semi-final against Chelsea thanks to a breathless win against West Ham on penalties . Leeds appeared to be cruising to an easy victory at the London Stadium, only for West Ham to force extra time by fighting back from 2-0 down with stoppage-time goals from Mateus Fernandes and Axel Disasi. Continue reading...
In this article AMZN NBIS AMZN SNDK NBIS Follow your favorite stocks CREATE FREE ACCOUNT Nebius, which was spun out from Russian internet giant Yandex, provides graphics processing units or GPUs for training artificial intelligence models. Sopa Images | Lightrocket | Getty Images Tensions in the Middle East due to the U.S.-Iran war and elevated oil prices continued to impact the stock market this ...
In this article AMZN NBIS AMZN SNDK NBIS Follow your favorite stocks CREATE FREE ACCOUNT Nebius, which was spun out from Russian internet giant Yandex, provides graphics processing units or GPUs for training artificial intelligence models. Sopa Images | Lightrocket | Getty Images Tensions in the Middle East due to the U.S.-Iran war and elevated oil prices continued to impact the stock market this week. Investors with a long-term investment horizon should look beyond near-term challenges and capitalize on the ongoing volatility to pick stocks trading at attractive valuations. Tracking top Wall Street analysts can help investors gain key insights, as these experts assign ratings after thoroughly analyzing a company's fundamentals and the macro and micro factors impacting its performance. Here are three stocks favored by some of Wall Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance. Amazon We start this week with e-commerce and cloud computing giant Amazon ( AMZN ). Recently, J.P.Morgan analyst Doug Anmuth reiterated a buy rating on AMZN stock and raised his price target to $280 from $265, saying it "remains a best idea." The 5-star analyst revised his estimates to reflect solid demand and capacity expansion in the Amazon Web Services (AWS) cloud unit. In contrast, less favorable changes in forex, increased fuel prices, international growth initiatives, and incremental costs related to the accelerated launch of Amazon Leo adversely impacted the estimates. Specifically, Anmuth now projects AWS growth of 29%, 30%, 29%, and 28% for Q1, Q2, Q3, and Q4 2026, respectively, followed by 26% growth in 2027. The analyst attributed his improved estimates to traditional workloads moving to the cloud and increased AI adoption. Anmuth also noted that AWS expanded its partnership with ChatGPT maker OpenAI to a $138 billion deal spanning eight years. He expects the AWS backlog to increase by $100 billion quarter-over-quarter in Q...
With the second quarter in full swing, Piper Sandler compiled a list of stocks to avoid during the period. Many of the factors that shaped stock performance during the first quarter persist into the second. The war with Iran has caused oil prices to rise and energy stocks to swell. The State Street Energy Select Sector SPDR ETF (XLE) , for example, is up 33% year to date. The S & P 500 Index , mea...
With the second quarter in full swing, Piper Sandler compiled a list of stocks to avoid during the period. Many of the factors that shaped stock performance during the first quarter persist into the second. The war with Iran has caused oil prices to rise and energy stocks to swell. The State Street Energy Select Sector SPDR ETF (XLE) , for example, is up 33% year to date. The S & P 500 Index , meanwhile, is down 3.8% year to date. To get a better sense of where investors should place their bets — and areas one should steer clear of —Piper Sandler considered the following factors: valuation, risk, governance, manipulation, sentiment, profitability and operational efficiency. The stocks in the S & P 1500 with the "most red flags relative to their peer group" made its list. Here is a sample of those names. Real estate services company Cushman & Wakefield made the cut. The firm has had a rocky year with shares down 23% year to date. Investors have seen the stock as a potential victim of artificial intelligence as more service industry tasks are automated. Still, seven of the 11 analysts covering the stock rate it a strong buy or a buy, according to LSEG. The average price target predicts nearly 43% upside could be ahead. Transportation company Uber also made Piper Sandler's list of potential underperformers. The company has been investing in its fleet over the past year, including a $1.25 billion deal with electric vehicle maker Rivian to deploy 50,000 of its self-driving cars through 2031. The announcement came in March, after Uber had already missed its robotaxi target on several occasions. Shares have dropped by 12% in 2026. Morgan Stanley has an overweight rating on Uber stock and a price target of $100. The bank cited the company's "multiple large addressable markets" for its bullish thesis. Food distribution company Aramark is also at risk, according to Piper Sandler. Unlike other at-risk stocks, Aramark is up 15% year to date, with JPMorgan listing it as one of i...
Surging energy prices amid the Iran war are worrying Wall Street, but UBS warned that higher food costs could follow. Since the start of the conflict in the Middle East, international Brent crude futures have surged 50%, while West Texas Intermediate futures have gained 66%. UBS economist Arend Kapteyn said the energy jump is subsequently pushing up fertilizer costs, particularly with the Strait o...
Surging energy prices amid the Iran war are worrying Wall Street, but UBS warned that higher food costs could follow. Since the start of the conflict in the Middle East, international Brent crude futures have surged 50%, while West Texas Intermediate futures have gained 66%. UBS economist Arend Kapteyn said the energy jump is subsequently pushing up fertilizer costs, particularly with the Strait of Hormuz being a key passage for the transport of components like urea and ammonia. When fertilizers become more expensive, costs can get passed down to food buyers, the economist said. "Rising energy prices are spilling over into fertilizer markets, which in turn is a key driver of global food prices," Kapteyn wrote in a note to clients late last month. He said supply chain risks were "amplified" by the disruption to production of natural gas, which accounts for 60% to 80% over overall fertilizer costs. Last month, Qatar's Ras Laffan Industrial City , home to the world's largest liquefied natural gas export facility, was the target of Iranian missile attacks. With recent energy price hikes, Kapteyn said to expect fertilizer prices to rise 48% year over year, up from the current run rate of about 32%. In turn, global food prices could grow 12% year over year, the economist found. Kapteyn said advanced economies could see an additional 50 basis points of inflation as a result. Emerging markets, on the other hand, would experience additional inflation of up to 240 basis points. "These are first-round effects only ... but absent moderation in energy prices, the food price shock in EM could rival the energy shock," Kapteyn wrote, using an acronym for emerging markets.
Warren Buffett offered a measured but cautionary read on markets in his first public comments since stepping back from the chief executive role at Berkshire Hathaway , warning of lingering fragility in the banking system while downplaying the significance of recent volatility. Speaking in an interview with CNBC, the 95-year-old investor said stress in financial institutions can quickly spill over,...
Warren Buffett offered a measured but cautionary read on markets in his first public comments since stepping back from the chief executive role at Berkshire Hathaway , warning of lingering fragility in the banking system while downplaying the significance of recent volatility. Speaking in an interview with CNBC, the 95-year-old investor said stress in financial institutions can quickly spill over, underscoring the interconnected nature of the sector. "They all affect each other, and the troubles from one can spread over to another," Buffett said. "If people yell fire in a crowded theater, everybody runs still — it still pays to beat people to the door," he said. "I will stand back there and say, 'Everybody stay calm,' but that's because I can't run fast." His comments come as investors increasingly scrutinize pockets of the private credit market , particularly funds exposed to riskier borrowers such as software companies. Redemption pressures have already surfaced in some vehicles, raising questions about liquidity management in an asset class that grew rapidly during years of low interest rates. The remarks point to Buffett's long-held concern that confidence shocks can accelerate stress across banks, particularly in periods of heightened uncertainty. At the same time, Buffett struck a notably calm tone on broader markets, suggesting that recent volatility doesn't come close to the kind of dislocations that historically created compelling opportunities for Berkshire. "Three times since I took over, for sure it's gone down more than 50%," he said. "This is nothing to make you get excited." Volatility on Wall Street has spiked significantly amid the Iran war as oil prices surged above the $110 level . In late March, the Dow Jones Industrial Average , Nasdaq Composite and Russell 2000 all slipped more than 10% from their recent highs, briefly dipping into correction territory before bouncing back. Buffett added that Berkshire's long-term approach remains unchanged, em...
OPEC+ Agrees To Boost Output By Another 206,000 Barrels A Day When Strait Of Hormuz Reopens With the world's attention glued to every headline out of Iran, it is understandable why today's OPEC+ meeting was largely ignored, although with roughly 12% of global oil output throttled at the Strait of Hormuz, it's not as if even OPEC+ could do much to offset the supply shock. Earlier on Sunday, the oil...
OPEC+ Agrees To Boost Output By Another 206,000 Barrels A Day When Strait Of Hormuz Reopens With the world's attention glued to every headline out of Iran, it is understandable why today's OPEC+ meeting was largely ignored, although with roughly 12% of global oil output throttled at the Strait of Hormuz, it's not as if even OPEC+ could do much to offset the supply shock. Earlier on Sunday, the oil-producing cartel (where Iran is a founding member yet was missing from the Joint Ministerial Monitoring Committee) warned that damage to Middle East energy assets will have a prolonged impact on oil supply even after the Iran war ends, as it approved a symbolic increase in output quotas for next month. “Restoring damaged energy assets to full capacity is both costly and takes a long time,” the group’s ministerial monitoring committee said in a statement after meeting on Sunday. Any action that jeopardizes security of supply, whether that’s an attack on energy infrastructure or disruption of export routes, increases market volatility and weakens OPEC+’s efforts , OPEC+ said. Rhetoric aside, the oil producers led by Saudi Arabia and Russia agreed to increase targets for May by about 206,000 barrels a day during today's video conference. The modest rise that will largely exist on paper as its key members are unable to raise production due to the U.S.-Israeli war with Iran. Saudi Arabia and Russia saw the biggest output increases, 62 kbpd each. Here is the statement released by the OPEC+ JMMC : The Joint Ministerial Monitoring Committee (JMMC), comprising Saudi Arabia, Russia, Iraq, UAE, Kuwait, Kazakhstan, Nigeria, Algeria and Venezuela holds its 65th Meeting via videoconference The JMMC reviewed current market conditions and emphasized the essential role of the Declaration of Cooperation (DoC) in supporting the stability of global energy markets. In this context, the Committee highlighted the critical importance of safeguarding international maritime routes to ensure the uni...
Leeds United survive West Ham's fightback from 2-0 down to 2-2 as a penalty shootout victory sends the West Yorkshire side to their first FA Cup semi-final since 1987.
Leeds United survive West Ham's fightback from 2-0 down to 2-2 as a penalty shootout victory sends the West Yorkshire side to their first FA Cup semi-final since 1987.
What Season Is It? March temperatures across the Mid-Atlantic region were all over the place, swinging from the low 70s to cold and snowy the next day; the same pattern appears to be carrying into early April. Temperatures across the Washington, DC-Baltimore metro area were in the low 80s on Saturday, while New York City was in the high 60s. More of March's schizophrenic weather looks set to retur...
What Season Is It? March temperatures across the Mid-Atlantic region were all over the place, swinging from the low 70s to cold and snowy the next day; the same pattern appears to be carrying into early April. Temperatures across the Washington, DC-Baltimore metro area were in the low 80s on Saturday, while New York City was in the high 60s. More of March's schizophrenic weather looks set to return Monday night into Tuesday, with meteorologist Ben Noll forecasting a late-season round of snow showers across parts of the Mid-Atlantic and Northeast early next week. Any meaningful accumulation is most likely at higher elevations and in the interior Northeast, while lower elevations should see lighter winter precipitation. " Fear not, as it should mark the last snow chance of the season, and much warmer temperatures are within reach ," Knoll wrote in his note. Tyler Durden Sun, 04/05/2026 - 16:05