Indonesia’s latest wave of police raids has exposed signs that online gambling and scam syndicates, squeezed out of traditional hubs such as Cambodia and Myanmar, are trying to turn Southeast Asia’s biggest economy into a new base. Analysts warned that Indonesia’s porous visa regime, weak law enforcement and welcoming attitude towards foreigners had made it an attractive destination for syndicates...
Indonesia’s latest wave of police raids has exposed signs that online gambling and scam syndicates, squeezed out of traditional hubs such as Cambodia and Myanmar, are trying to turn Southeast Asia’s biggest economy into a new base. Analysts warned that Indonesia’s porous visa regime, weak law enforcement and welcoming attitude towards foreigners had made it an attractive destination for syndicates looking to avoid scrutiny. Authorities have arrested hundreds of foreign nationals in Jakarta,...
Benchmark Company managing director and senior semiconductor research analyst Cody Acree joins Yahoo Finance to explain where AMD (AMD) stands in relation to Nvidia (NVDA), and what to expect from Nvidia's upcoming earnings results.
Benchmark Company managing director and senior semiconductor research analyst Cody Acree joins Yahoo Finance to explain where AMD (AMD) stands in relation to Nvidia (NVDA), and what to expect from Nvidia's upcoming earnings results.
Toni Jardon/iStock via Getty Images If I had to guess, being bearish on U.S. equities is a lonely road right now. Since the bottom on March 30, the SPY (my favourite S&P 500 proxy) is up 17%, and the QQQ is now up 27%. I said it many times: the rally is hyper selective, to the point that the Dow Jones still hasn't broken new all-time highs. Guidance Terminal | SPY vs QQQ vs DIA | 1-Year Returns Be...
Toni Jardon/iStock via Getty Images If I had to guess, being bearish on U.S. equities is a lonely road right now. Since the bottom on March 30, the SPY (my favourite S&P 500 proxy) is up 17%, and the QQQ is now up 27%. I said it many times: the rally is hyper selective, to the point that the Dow Jones still hasn't broken new all-time highs. Guidance Terminal | SPY vs QQQ vs DIA | 1-Year Returns Being exposed to the wrong areas of the market doesn't make much sense, in my view. By wrong areas, I mean the pockets that have little to no AI exposure, particularly those that are not exposed to any bottlenecks in the AI datacenter buildout. Guidance Terminal | Sector returns | 1-month "Everything's computer": I still remember when Trump said these two words, sitting in a Tesla Model S at the White House during an event with Elon Musk on March 11, 2025. Well, those two words recently came to my mind after a Citi research analyst said that probably half the market cap in the S&P is tied to AI in some sense. Let that sink in: almost half of the S&P 500 may be tied to AI. Therefore, I stick my neck out, and I predict here, today, that a broadening of the rally is very unlikely until the third or the fourth quarter this year. What I think will lead to a broadening later on will be a wave of profit-taking, similar to the rotation out of tech that happened between October 2025 and March 2026. In fact, I stick my neck out again and call the precise catalyst that I think will lead to that correction: a delay in the AI data center buildout, which may lead to hyperscalers revising downward their spending plans (not because there is no demand for AI, but because I think they won't be able to spend enough due to the bottleneck in power and electrification). By the way, I was one of the market participants who sold tech earlier this year and went into cash and defense stocks. So no, I am not a cheerleader when times get tough in the AI trade. Today, the story in the markets mainly cent...
New research finds that ICE raids and deportation fears disrupted local economies, reduced work among undocumented immigrants, and may have hurt some U.S.-born workers too. (Image credit: Stephen Maturen)
New research finds that ICE raids and deportation fears disrupted local economies, reduced work among undocumented immigrants, and may have hurt some U.S.-born workers too. (Image credit: Stephen Maturen)
SAN FRANCISCO, May 12, 2026--Ouster, Inc. (Nasdaq: OUST) ("Ouster" or the "Company"), a leader in sensing and perception for Physical AI, announced today its new Rev8 OS family of digital lidar sensors are qualified to run on the NVIDIA DRIVE Hyperion platform for accelerating development and deployment of level 4 autonomous vehicles.
SAN FRANCISCO, May 12, 2026--Ouster, Inc. (Nasdaq: OUST) ("Ouster" or the "Company"), a leader in sensing and perception for Physical AI, announced today its new Rev8 OS family of digital lidar sensors are qualified to run on the NVIDIA DRIVE Hyperion platform for accelerating development and deployment of level 4 autonomous vehicles.
After a fantastic quarter, I upgraded my fair value calculation for Palantir (NASDAQ: PLTR) . *Stock prices used were the afternoon prices of May 9, 2026. The video was published on May 11, 2026. Continue reading
After a fantastic quarter, I upgraded my fair value calculation for Palantir (NASDAQ: PLTR) . *Stock prices used were the afternoon prices of May 9, 2026. The video was published on May 11, 2026. Continue reading
A few years ago, Pfizer (NYSE: PFE) looked unstoppable. The company generated more than $100 billion in annual revenue early in the pandemic, powered by its COVID-19 vaccine and antiviral treatment. Investors piled into the stock, expecting the pharmaceutical giant to convert its pandemic windfall into a new era of long-term growth. That didn't happen. COVID revenue collapsed. The stock fell more ...
A few years ago, Pfizer (NYSE: PFE) looked unstoppable. The company generated more than $100 billion in annual revenue early in the pandemic, powered by its COVID-19 vaccine and antiviral treatment. Investors piled into the stock, expecting the pharmaceutical giant to convert its pandemic windfall into a new era of long-term growth. That didn't happen. COVID revenue collapsed. The stock fell more than 60% from its pandemic highs. Now, let's reevaluate the question: Is Pfizer a buy, sell, or hold? Pfizer stock currently trades at less than 9 times forward earnings while yielding more than 6%, making it one of the cheapest large-cap pharmaceutical stocks on the market. That immediately gets income investors interested. But low valuations alone don't make a stock a buy. Continue reading
Senate's Rush To Regulate AI Chatbots Is Bad For Everybody Authored by John Coleman via RealClearPolitics , The dawn of the AI era has sparked a wide range of reactions, from exhilaration over the technology’s capabilities to deep distress. Such responses to a new communicative tool are nothing new , and indeed, AI presents new and unique challenges that will require deep thought and sensitivity. ...
Senate's Rush To Regulate AI Chatbots Is Bad For Everybody Authored by John Coleman via RealClearPolitics , The dawn of the AI era has sparked a wide range of reactions, from exhilaration over the technology’s capabilities to deep distress. Such responses to a new communicative tool are nothing new , and indeed, AI presents new and unique challenges that will require deep thought and sensitivity. But a heavy-handed congressional response that erodes longstanding American freedoms isn’t the answer. The Senate Judiciary Committee’s markup and passage last week of SB 3062, the GUARD Act , shows the substantial risk that Congress’s “do something” energy poses to the speech rights of everyone. The bill regulates AI chatbots – especially so-called “AI companion” systems – through access limits, design mandates, and disclosure requirements, backed by civil and criminal penalties of up to $100,000 per violation. If enacted, it puts the federal officials squarely in the position of deciding how this technology is built and used, limiting engagement with information and compelling speech along the way. Growing calls for a federal solution, including from the White House , to fix the fragmented landscape of state regulations reflect a clear political appetite for legislative action. And a single national standard has obvious appeal for an industry seeking consistency across jurisdictions. But consistency isn’t the same as constitutionality. If federal proposals like the GUARD Act replicate the speech restrictions found in state laws, they just hardwire those problems into federal law. Take the bill’s age verification requirements. The GUARD Act forces Americans to create accounts and prove their age, with minors barred from some “AI companion” systems . Existing accounts are frozen until verified, and companies are required to recheck users’ ages periodically. Age-verification mandates like this one force individuals to disclose their identity to seek answers and thus give up ...
Drazen Zigic/iStock via Getty Images The stock market is at all time highs, but many investors are on edge and expecting a near term correction. The Q1 earnings season has proven incredibly volatile, especially as many companies that have direct exposure to consumer spending are struggling to maintain growth. Against this backdrop, it's becoming imperative for investors to stock pick carefully. An...
Drazen Zigic/iStock via Getty Images The stock market is at all time highs, but many investors are on edge and expecting a near term correction. The Q1 earnings season has proven incredibly volatile, especially as many companies that have direct exposure to consumer spending are struggling to maintain growth. Against this backdrop, it's becoming imperative for investors to stock pick carefully. Angi ( ANGI ), formerly known as Angi's List, is embarking on a risky transition toward developing AI-powered software. In my view, this move is unlikely to yield fruit for the company. Down ~60% since the start of January, I see very little business moat here, nor catalysts that can help to reverse the downside. Data by YCharts I last wrote an article downgrading Angi to a neutral rating in February, when the stock was trading at $9 per share. I'll cut to the chase here: since then, Angi has proven it has a major issue with retention, and its intention to evolve beyond a pure lead gen platform is fraught with risk. I'm downgrading the stock further now to a sell rating. We should note upfront that amid consistent challenges over the past few years, Angi has already tried a number of strategies to try to revamp its business. For its core lead gen platform, one of the company's latest initiatives is called "Homeowners Choice." This strategy gave homeowners the option to select their own service pros on the Angi website, rather than being automatically matched to a provider. On top of this, the company wanted to cut down its third party networks and focus on its first-party lead generation site. Now with several quarters in market, we can see the results of this strategy: a deep cut in overall revenue and worsening churn rates for service pros. What concerns us is that Angi doesn't have its core business solved yet, and now it wants to get into the software game. The company notes that it now has an opportunity to create an AI-powered "Chief Revenue Officer" for its service pro...
Jinda Noipho/iStock via Getty Images If you're looking to grow your portfolio by investing in a wealth management company with a healthy dividend and potential upside, consider looking into Noah Holdings Limited ( NOAH ). I believe NOAH is trading at a deep discount considering its market cap of $697 million is barely above its cash on the balance sheet of $640 million. I believe its high-touchpoi...
Jinda Noipho/iStock via Getty Images If you're looking to grow your portfolio by investing in a wealth management company with a healthy dividend and potential upside, consider looking into Noah Holdings Limited ( NOAH ). I believe NOAH is trading at a deep discount considering its market cap of $697 million is barely above its cash on the balance sheet of $640 million. I believe its high-touchpoint business as a wealth and asset manager gives it a unique opportunity to service clients who are interested in more personalized financial products than those offered by competitors like Yiren Digital Ltd. ( YRD ). NOAH's use of their app WeNoah as a client portal system, their domestic mutual platform Fund Smile, and their international mutual fund platform iArk is a way for NOAH to engage with their clients online and leverage technology to service their customers with less overhead. This can help them leverage technology to grow their AUM, their revenue, and ultimately their share price. I believe the high free cash flow per share means it can sustain and even increase its dividend and that the risks associated with strict Chinese regulations have already been priced in, giving it huge potential upside if it can continue to grow its assets under management. Company Overview Noah Holdings Limited is a wealth management service provider offering advisory services, global investment, and asset allocation primarily for Chinese high-net-worth investors. As of December 31, 2025, NOAH had an AUM of $20.3 billion. Founded in 2005, the firm's business model combines wealth management and asset management and has been building its international platform. The firm has 467,870 registered clients as of December 31, 2025. NOAH distributes insurance products, private equity, and public securities through its wealth management platform. It is the largest independent wealth manager in China. Its business model, like most wealth managers, is to collect fees when clients buy investment p...
Deal was expected by end of month but talks hit buffers over cap on number of people entering UK and tuition fees UK politics live – latest updates Europe live – latest updates Significant gaps remain in negotiations on the reset in relations between the UK and the EU despite Keir Starmer’s latest pledge to put Britain “at the heart of Europe” after last week’s election drubbing. The UK wants to l...
Deal was expected by end of month but talks hit buffers over cap on number of people entering UK and tuition fees UK politics live – latest updates Europe live – latest updates Significant gaps remain in negotiations on the reset in relations between the UK and the EU despite Keir Starmer’s latest pledge to put Britain “at the heart of Europe” after last week’s election drubbing. The UK wants to limit the number of young people from the EU who come into the country as part of a post-Brexit youth mobility scheme to below 50,000, it has emerged. Continue reading...