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When Imagination Runs Into Physics

Seeking Alpha 📅 05/14 04:00
Outflow Designs/iStock via Getty Images By Christopher Gannatti, CFA Same Theme, Different Maps Artificial intelligence, at its core, is a physics problem. It needs memory that moves data fast enough to keep transformers fed. It needs interconnects that can carry information across distances that copper simply cannot handle efficiently. It needs power, more of it, more reliably, than most grids we...

Oklo slides after Q1 loss widened from year ago; William Blair reiterates Outperform rating

Seeking Alpha 📅 05/14 03:58
vchal/iStock via Getty Images Oklo ( OKLO ) down 5.6% in Wednesday's trading after the nuclear technology start-up reported a Q1 net loss of $33.1M, or $0.19/share, that matched analyst expectations but was larger than the $9.8M loss, or $0.07/share, in the year-earlier quarter. Since Oklo's ( OKLO ) public debut in May 2024, the stock has traded largely on " promise and potential ," Mackenzie Tat...

Real Estate ETF XLRE Offers Steady Dividends With One Major Caution

Yahoo 📅 05/14 03:57 NVDA.O
The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE) trades around $45 with roughly $7.71 billion in assets and a trailing distribution yield of 3.4%. Nine of the top ten holdings are equity REITs, and the prospectus explicitly targets equity REITs while excluding mortgage REITs. The only true non-REIT in the top ten is CBRE Group ... Real Estate ETF XLRE Offers Steady Dividends With One Major ...

US Equity Indexes Mixed as Communication Services, Tech Gains Offset Impact of Hot Producer Prices

Yahoo 📅 05/14 03:57 NVDA.O
US equity indexes were mixed ahead of Wednesday's close as communication services and technology top

TPG Says New OpenAI Venture a Traditional Move for the PE Firm

Bloomberg 📅 05/14 03:56 MSFT.O
OpenAI may be a marquee corporate name but working with the tech giant is business as usual for TPG Inc. The companies recently announced an agreement that will see the private equity firm’s portfolio companies gain access to OpenAI’s expanding platform. “We partner with the likes of Intel, Humana, UnitedHealth Group, AT&T, so this, from a corporate partnership standpoint, is not very dissimilar f...

Musk's xAI signs up Wall Street firms for Grok chatbot - report

Seeking Alpha 📅 05/14 03:56 TSLA.O
lixu/iStock Unreleased via Getty Images Elon Musk's xAI has signed up several Wall Street firms that have ties to his businesses to test its Grok chatbot as it seeks to drive revenue growth ahead of parent company SpaceX's ( SPACE ) initial public offering, according to a media report on Wednesday. Morgan Stanley ( MS ) and Apollo Global Management ( APO ) have started using Grok internally as wel...

Myriad Adopts Chainlink as Official Oracle Platform to Power New Crypto Prediction Markets

Yahoo 📅 05/14 03:56 ORCL.O
Chainlink Runtime Environment enables Myriad to deploy a new range of prediction markets with immediate settlement.

QCOM Stock: $12.3B Revenue — Q1 FY2026 Earnings Analysis (KbqfVyqNt9) - Fathom Journal

Google 📅 05/14 03:55 QCOM.O
QCOM Stock: $12.3B Revenue — Q1 FY2026 Earnings Analysis (KbqfVyqNt9) Fathom Journal

马斯克的xAI正加紧推动华尔街公司使用Grok聊天机器人

同花顺 📅 05/14 03:55 TSLA.O
马斯克的xAI正加紧推动华尔街公司使用Grok聊天机器人,阿波罗与摩根士丹利已开始在内部使用Grok,并与其他人工智能模型制造商的软件一起使用。(财联社)

Stock Market Today (LIVE): AMD Caught Buying Marvell Stock; Is Novo Nordisk’s Comeback for Real? - The Motley Fool

Google 📅 05/14 03:54 AMD.O
Stock Market Today (LIVE): AMD Caught Buying Marvell Stock; Is Novo Nordisk’s Comeback for Real? The Motley Fool

Large caps pull ahead in AI productivity race - KKR

Seeking Alpha 📅 05/14 03:54
U.S. large-cap companies ( SPY ) ( VOO ) ( VV ) are starting to demonstrate a clearer efficiency edge over their small-cap ( IWM ) ( IJR ) ( VB ) counterparts, signaling that the benefits of artificial intelligence ( AIQ ) adoption are not spreading evenly across corporate America. Investment firm KKR recently highlighted this growing divide in new research showing S&P 500 ( SP500 ) inflation-adju...

Sector Update: Consumer Stocks Advance Late Afternoon

Yahoo 📅 05/14 03:53 1211.HK
Consumer stocks were higher late Wednesday afternoon, with the State Street Consumer Staples Select

Broadcom Inc. (AVGO): Chris Rokos Is Buying This Chip Stock - Insider Monkey

Google 📅 05/14 03:52 AVGO.O
Broadcom Inc. (AVGO): Chris Rokos Is Buying This Chip Stock Insider Monkey

CI全球资产管理宣布月度ETF分配

新浪 📅 05/14 03:51
CI全球资产管理公司宣布了截至2026年5月31日止月份旗下多只ETF的常规现金分配。此次分配涵盖了数十只覆盖股票、固定收益和另类资产类别的ETF产品。 分配详情与支付安排 根据公告,所有ETF的分配将于2026年5月29日或之前支付给5月25日登记在册的持有人,除息日为5月25日。此次月度分配延续了公司近期将多只覆盖调用ETF的分配频率从季度改为月度的政策调整,旨在为以定期收入为目标的投资者提供...

美银:AI需求“更强更持久”,英伟达与AMD仍为芯片股首选

新浪 📅 05/14 03:51 NVDA.OAMD.OMU.O
美银证券在最新研报中重申了对人工智能芯片股的乐观立场,指出AI相关支出将保持“更强、更持久”的态势。英伟达、 AMD 、博通等仍为该行在半导体板块的顶级选择。 大幅上调AI市场预期 美银分析师在报告中指出,超大规模云服务商近期公布的一季度财报显示其资本开支前景强劲,基于此,该行将2030年AI数据中心系统的潜在市场总规模预测从此前的1.4万亿美元上调至1.7万亿美元。其中,AI加速市场规模预计达1...

Tesla capex outlook climbs as company deepens AI investments, UBS says - Proactive financial news

Google 📅 05/14 03:51 TSLA.O
Tesla capex outlook climbs as company deepens AI investments, UBS says Proactive financial news

Tesla capex outlook climbs as company deepens AI investments, UBS says - Yahoo Finance

Google 📅 05/14 03:51 TSLA.O
Tesla capex outlook climbs as company deepens AI investments, UBS says Yahoo Finance

Tesla capex outlook climbs as company deepens AI investments, UBS says

Yahoo 📅 05/14 03:51 TSLA.O
Tesla Inc (NASDAQ:TSLA) had its price target raised modestly by UBS to $364 from $352, as the bank said the electric vehicle maker’s first-quarter update further highlighted its transition toward becoming a “physical AI company,” while maintaining a ‘Neutral’ rating on the stock. Shares of...

Broadcom Inc. (AVGO): Chris Rokos Is Buying This Chip Stock - Yahoo Finance

Google 📅 05/14 03:50 AVGO.O
Broadcom Inc. (AVGO): Chris Rokos Is Buying This Chip Stock Yahoo Finance

Broadcom Inc. (AVGO): Chris Rokos Is Buying This Chip Stock

Yahoo 📅 05/14 03:50 AVGO.O
We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Broadcom Inc. (NASDAQ:AVGO) ranks 2nd on this list. Broadcom Inc. (NASDAQ:AVGO) has consistently featured in the 13F portfolio of Rokos Capital Management since the second quarter of 2024. Back then, this position comprised 1.4 million shares. By late 2024, the fund had […]

Why Palantir Technologies (PLTR) Stock Is Trading Lower Today - StockStory

Google 📅 05/14 03:50 PLTR.O
Why Palantir Technologies (PLTR) Stock Is Trading Lower Today StockStory

ECB’s Lagarde Sees Make-or-Break Moment to Reform European Union

Bloomberg 📅 05/14 03:50
European Union leaders must show courage in strengthening the bloc’s foundations, according to European Central Bank President Christine Lagarde . “Europe now finds itself in a world that is far less forgiving of the gaps in its institutional architecture,” she said Wednesday in Aachen, Germany. “Institutions that were built for an earlier age are being tested by demands they were not fully design...

Stellantis Has Slipped Off Investors' Radar. Does a Huge Beat Say Think Again?

Nasdaq 📅 05/14 03:50
Key PointsStellantis shipments in North America jumped 17% during the first quarter.

Why This Biotech Fund Increased Its Oruka Therapeutics Stake Amid a Staggering 500% Rally

The Motley Fool 📅 05/14 03:49
Avidity Partners Management disclosed a buy of 100,000 shares of Oruka Therapeutics (NASDAQ:ORKA) in a May 13, 2026, SEC filing, with an estimated transaction value of $3.48 million based on quarterly average pricing. Avidity Partners Management reported purchasing 100,000 additional shares of Oruka Therapeutics, according to a Securities and Exchange Commission (SEC) filing dated May 13, 2026. Th...

数据中心AI机遇受关注,Truist上调评级后森萨塔科技股价跳涨至52周高点

新浪 📅 05/14 03:49
传感技术制造商森萨塔科技控股公司股价在周三交易中一度飙升11%,触及52周新高。此前,Truist Securities以汽车业务企稳和人工智能数据中心机遇为由,上调了该股评级。 评级上调细节 Truist分析师将森萨塔科技的评级从“持有”上调至“买入”,并将目标股价大幅上调。该分析师在一份报告中指出,公司的核心汽车业务已经企稳,估值合理,新管理层已展现出“保守承诺、超额交付”的能力。此外,Tru...

Musk’s xAI is running nearly 50 gas turbines unchecked at its Mississippi data center

TechCrunch 📅 05/14 03:49 TSLA.O
Gas turbines at xAI's Colossus 2 data center have drawn a lawsuit over the company's use of "mobile" gas turbines as power plants.

Cellebrite一季度财报前瞻:AI新品成焦点,营收预期增长18%

新浪 📅 05/14 03:48
数字取证与智能解决方案提供商Cellebrite DI Ltd.将于周四盘前发布2026年第一季度财报。市场普遍预期公司营收将实现两位数增长,但盈利水平可能出现下滑。投资者将重点关注公司新推出的AI平台商业进展及政府云认证带来的联邦市场机会。 业绩预期:营收增长但盈利承压 根据华尔街分析师共识预测,Cellebrite第一季度营收预计约为1.27亿美元,同比增长约18%。公司此前给出的营收指引区间...

GoPro: Strategic Review May Be The Only Bull Case Left

Seeking Alpha 📅 05/14 03:48
SL/iStock Editorial via Getty Images GoPro, Inc. ( GPRO ) is a stock that I have followed for some time. I have reviewed the stock a few times, most recently in September. I rated the stock a Hold at that time, as I have in my previous reviews on the stock. I, personally, own a GoPro and really like the brand, but the company has struggled for years to find its footing and has been unable to do so...

Intel just broke a 26-year curse

Yahoo 📅 05/14 03:47 INTC.O
For the first time since the dot-com bubble, Intel is back at the top. The chipmaker's stock just hit a fresh all-time high of $133. That milestone capped a run that few on Wall Street would have predicted even a year ago, allowing Intel's stock to finally push above its August 2000 peak. Intel ...

AIRO Group一季度财报前瞻:新VTOL揭晓后,现金消耗成焦点

新浪 📅 05/14 03:47
无人机与航空航天公司AIRO Group Holdings将于周四盘前发布2026年第一季度财报。市场普遍预期营收和盈利都将出现环比大幅下滑,但投资者的焦点将集中在新揭晓的垂直起降平台的商业化进展及资金状况上。 业绩预期:环比大幅回落 根据分析师共识预测,AIRO第一季度营收预计为1659万美元,较上一季度的4828万美元下降约66%;每股亏损预计为0.27美元,较上一季度的盈亏平衡水平大幅恶化。...
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