David Trujillo, partner at PTG, joins Dani Burger on "Bloomberg Deals." OpenAI this week unveiled a new consulting and services business, aimed at driving higher adoption rates of its technology across companies. The new joint-venture is backed by billions of private equity dollars, and led by PE powerhouse TPG. (Source: Bloomberg)

Victor Golmer Novo Nordisk ( NVO ) was added as a new long idea with the potential for 52% to 117% upside. "At $46, the Street is mispricing a $50M-patient US TAM, a duopoly that current pricing has effectively sealed, and a Wegovy pill launch tracking ahead of any prior obesity drug," Hedgeye analyst Tom Tobin wrote in a note on Wednesday. " We think the Street is making a category error," Tobin wrote. "At current prices, Novo and Lilly have effectively secured a duopoly. By cutting price aggressively now, the two incumbents have raised the barrier to entry and pulled forward the volume curve, trading near-term margin for durable share. We believe the market is mispricing the duration and breadth of the volume opportunity, and discounting too much margin compression that we think is largely already in the multiple. " Tobin added that "our model points to 3.6M monthly scripts exiting 2026 (inflecting on the July 1 Medicare Bridge launch) and 2027 EPS of $5.06 vs. Street at $3.55, ~43% above consensus. At 14x that's a $70 stock; at a re-rated 20x, $100 — implying ~52–117% upside." Shares of Novo Nordisk ( NVO ) ticked down 0.2% on Wednesday. More on Novo Nordisk A/S, Eli Lilly Novo Nordisk: Why A P/E Of 13 Is A Value Trap, Not A Bargain Novo Nordisk: Flipping The Script Eli Lilly: 'Strong Buy' Raised Revenue Guidance By $2 Billion For 2026 And Label Expansions Eli Lilly Alzheimer's drug donanemab launched in India FDA asks for feedback on repurposing drugs for new indications

格隆汇5月14日｜巴西雷亚尔兑美元贬值2%，现货交易报4.99。

Microsoft Stock (NASDAQ:MSFT) Slips Despite Potential China Expansion for Xbox Game Pass TipRanks

NVIDIA (NasdaqGS:NVDA) is working with Fortinet on FortiAIGate, a new AI security gateway built on NVIDIA AI and powered by Blackwell and Hopper GPUs. Red Hat is expanding its Red Hat AI Factory with NVIDIA, adding confidential computing, lifecycle auditing, and governed model-as-a-service features. Together, these launches aim to provide end to end security, policy control, and confidential compute for production scale AI agents across cloud, edge, and on premises environments. For anyone...

AMD: Record 2025 growth, AI leadership, and all management proposals approved; shareholder proposal failed TradingView

Erik Fleming was sentenced in Los Angeles court after previously pleading guilty over the Friends actor’s 2023 death Sign up for the Breaking News US newsletter email A licensed drug addiction counselor who delivered Friends star Matthew Perry the doses of ketamine that killed him was sentenced Wednesday to two years in prison. Judge Sherilyn Peace Garnett handed down the sentence to 56-year-old Erik Fleming in a federal court in Los Angeles. Continue reading...

adventtr/iStock via Getty Images Overview The semiconductor industry has experienced a massive run over the last few months as the sentiment shifts. While semiconductors were always important, the rise of AI has made it clear that the world is seeing the importance of this industry. There are many ways for investors to participate in the growth of this industry, but the ProShares Ultra Semiconductors ETF ( USD ) offers extremely optimistic investors a way to obtain 2x returns. USD utilizes leverage to achieve these amplified returns. Looking at USD's performance over the last twelve months, the fund's total return sits at a whopping 292.8%. This can be attributed to the massive run-up in the semiconductor sector related to the rising hardware demand alongside the AI market. As expected, USD's performance massively outperforms against the traditional iShares Semiconductor ETF ( SOXX ) over the same time frame. While USD is clearly a rewarding position during these more favorable parts of the cycle, there are some clear risks that investors should be aware of in the scenario of a rapid pullback. Data by YCharts Leveraged ETFs can always be a tricky type of investment because it comes down to timing. If you initiate a position in the wrong part of the cycle, investors can see their capital rapidly erode. Conversely, getting the timing right can be extremely rewarding, as the last twelve months have demonstrated. While historical performance indicates that a traditional buy-and-hold strategy would have proven efficient, I want to emphasize that USD should be considered a very risky position. Fund Strategy According to the fund overview , USD has total net assets of $2.9B and an expense ratio of 0.95%. The expense ratio is higher than a traditional ETF because of the active management of its leveraged strategy. USD's goal is to achieve 2x of the daily returns of the semiconductor industry, which it achieves by using leverage. USD utilizes swap agreements in order to get ...

Hi, it’s Tim LeeMaster in New York, with a look at metals and mining M&A. Also today, Cerebras, which is expected to price its IPO tonight, rebuffed an offer to be acquired. There’s also a shakeup in JPMorgan’s investment bank. Today’s top stories Equinox Gold agrees to buy Orla Mining in $5.1 billion deal. Cerebras rebuffed offer from SoftBank, Arm ahead of IPO. Providence considers acquisition of Gamma Communications. Intertek inclined to recommend EQT’s final £9.2 billion offer. JPMorgan promotes trio of top bankers to lead dealmakers. Golden opportunity Two more mining companies struck a golden handshake on Wednesday. Equinox Gold agreed to acquire Orla Mining in a cash-and-stock deal valuing the Canadian miner at about $5.1 billion. It’s the latest in a string of mining deals as producers seek to grow output after a massive rally in the price of bullion over the last 12 months. Gold hit a record in January, breaching $5,000 an ounce for the first time, and has mostly traded above $4,500 since then. Some industry watchers say consolidation is sorely needed, particularly in the highly fragmented gold mining industry, where many companies are developing only one or two projects. Those firms could benefit from the larger scale and lower costs of a big or similarly sized group. The value of deals targeting the metals and mining sector has risen almost 80% this year to more than $45 billion, data compiled by Bloomberg show. That puts 2026 on course to be the biggest year for such transactions in more than a decade. The Equinox-Orla deal is the largest announced so far in 2026, displacing Zijin Gold’s almost $4 billion acquisition of Allied Gold agreed to in January. We should expect more transactions like these. Almost a third of mining industry specialists think precious metals, particularly gold, were the most likely segment for consolidation in 2026, followed by critical minerals at 27%. Bouts of price volatility in the metals markets overall, however, have raised...

There is a big moment coming in the next 24 hours, for Sir Keir Starmer and for would-be challengers to the prime minister.

Warren Buffett recently told investors it's not a great time for Berkshire Hathaway to invest its record cash hoard. The chairman managed the company and its portfolio of equity investments for over 60 years before stepping down at the end of last year. Before he left, however, Buffett spent the last year and a half building a near-10% stake in one fantastic business. And despite Buffett's warning, it's still a great opportunity to buy right now, since the stock is trading below Buffett's average purchase price. In fact, you can pick up shares for less than $350 each as of this writing. Image source: The Motley Fool. Continue reading

Akastor press release ( AKKVF ): Q1 Revenue and other income of NOK 182M (+139.5% Y/Y). EBITDA of NOK 123M. More on Akastor Akastor ASA (AKKVF) Q1 2026 Earnings Call Transcript Akastor ASA 2026 Q1 - Results - Earnings Call Presentation Akastor ASA 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Akastor Dividend scorecard for Akastor

Sarah Silbiger/Getty Images News Sen. John Kennedy (R-LA) plans to vote for the cryptocurrency legislation in the Senate Banking Committee this week, allowing the bill to advance from committee, according to a media report on Wednesday. "This is not a perfect bill," he told reporters, according to Politico. "But it's a good bill, and it's a good start." Getting Kennedy's support is a turning point for the stalled legislation. He has questioned both the substance and the process surrounding the bill. But he recently secured several changes to the new text, including language that creates " fiduciary responsibility for participants in the crypto industry" and changes to an unrelated housing bill he co-leads, Politico reported. However, the bill could still change significantly. Kennedy plans to "consider all amendments" that are brought up, the article said. Even with the progress being made in bringing the bill for a vote, crypto prices are subdued in Wednesday trading. Bitcoin ( BTC-USD ) dipped 1.1% over the last 24 hours to $79.6K, and Ethereum ( ETH-USD ) is down 0.6% to $2.26K. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on Bitcoin, Ethereum Market Brief: Will The SpaceX IPO Pop The U.S. Stock Bubble? BTC Cleared $80K - The Options Market Is Not Celebrating Yet Whale's Insight: Will Strategy Sell Bitcoin? Q1 2026 Earnings Highlights BlackRock transfers BTC, ETH worth $172M to Coinbase amid ETF redemptions Kalshi bettors see Bitcoin hitting $75K before $100K

Brand owner Mondelēz was accused of reducing weight of Alpine Milk bar from 100g to 90g without significantly altering the packaging Many chocolate lovers consider shrinkflation a serious crime – and they have been vindicated after a German court ruled that the makers of Milka cheated consumers by cutting the bar’s size, while keeping the wrapper the same. The three-week case in a regional court was brought by Hamburg’s consumer protection office. It accused the chocolate brand’s US owner Mondelēz of deceiving shoppers by cutting the weight of Milka’s classic Alpine Milk bar from 100g to 90g without significantly altering the distinctive purple packaging. Continue reading...

Apple Inc (NASDAQ:AAPL) shares are moving up on Wednesday. The company plans to update its iPhone software, including a fully customizable Camera app, a rebuilt Siri and broader user interface changes across core apps. Here’s what you should know. Apple stock is challenging resistance. Why are AAPL shares at highs? Apple is redesigning its Camera app, letting users choose their own layout and controls, a shift that appeals to both everyday users and professionals, Bloomberg reported. Key Feature

Apple Stock Is Gaining Today: What's Happening Behind The Scenes? Benzinga

Apple Stock Is Gaining Today: What's Happening Behind The Scenes? Yahoo Finance

In this article ANTHR.FG PANW Follow your favorite stocks CREATE FREE ACCOUNT As the ransomware industry evolves, experts are predicting hackers will only continue to find more and more ways of using the technology to exploit businesses and individuals. Seksan Mongkhonkhamsao | Moment | Getty Images Palo Alto Networks tech chief Lee Klarich said companies are losing time to step up software defenses as hackers increasingly exploit vulnerabilities with the help of artificial intelligence models. "We now estimate a narrow three-to-five-month window for organizations to outpace the adversary before AI-driven exploits start to become the new norm," he wrote in a blog post on Wednesday. "This impending vulnerability deluge demands urgency." The rise of increasingly sophisticated AI models such as Anthropic's Mythos has raised the stakes, putting pressure on cybersecurity teams to step up their defenses as they brace for a wave of cyberattacks capable of exploiting previously unknown software vulnerabilities. The concerns led to White House meetings with bank leaders and technology giants. Google this week said it stopped an attempt to use AI for a "mass exploitation event," but hackers are already using available AI tools to exploit software vulnerabilities. Read more CNBC tech news Altman details Musk's OpenAI fallout, says nonprofit was 'left for dead' Amazon ditches Rufus chatbot, launches Alexa shopping agent in AI strategy pivot Alibaba jumps as it strikes bullish tone on AI investments, even as profit plunges China's Tencent sees boost from gaming, AI demand even as revenue comes in weaker than expected Klarich agreed that these features won't be limited to newer models and called for an industry-wide innovation to hunt down new attack techniques, including virtual patching capabilities. He said Palo will roll out the first set of capabilities "very soon." Last month, Anthropic limited the rollout of the Mythos to a select group of companies to test and fix vulnera...

格隆汇5月14日｜英国央行货币政策委员曼恩：近期国债波动与利率决策密切相关。

Kevin Warsh inherits the Fed chair job on Friday, and the data is already waiting for him at the door

US benchmark equity indexes were mostly higher intraday as several key technology stocks advanced, w

July NY world sugar #11 (SBN26 ) today is up +0.33 (+2.20%), and Aug London ICE white sugar #5 (SWQ26 ) is up +12.40 (+2.81%). Sugar prices rallied sharply today at 1-week highs amid an outlook for tighter global sugar supplies. Consultant Datagro today raised its 2026/27 global sugar surplus...

July ICE NY cocoa (CCN26 ) today is down -187 (-4.08%), and July ICE London cocoa #7 (CAN26 ) is down -148 (-4.31%). Cocoa prices are falling today amid selling pressure from producers who are locking in higher prices after this week's rally to 3.5-month highs. Also, today's stronger dollar...