In Brief OpenAI signed a deal to work with Amazon Web Services (AWS) to sell its AI products to the U.S. government for classified and unclassified work, according to The Information. The partnership comes after OpenAI signed a deal with the Pentagon to allow the military to use its AI models in its classified network — a win that came in the midst of conflict between Anthropic and the Defense Dep...
In Brief OpenAI signed a deal to work with Amazon Web Services (AWS) to sell its AI products to the U.S. government for classified and unclassified work, according to The Information. The partnership comes after OpenAI signed a deal with the Pentagon to allow the military to use its AI models in its classified network — a win that came in the midst of conflict between Anthropic and the Defense Department. Anthropic has since been named a supply chain risk by the DOD after it refused to back down on allowing its tech to be used for mass surveillance of Americans and to power fully autonomous weapons. Anthropic has sued the Pentagon in response. OpenAI’s AWS deal sees the AI giant stepping onto Anthropic’s home turf. Amazon has invested at least $4 billion in Anthropic, and as such, Anthropic uses AWS as its main cloud provider. Claude models are integrated into Amazon Bedrock, AWS’s AI platform for enterprise and government customers, and Claude is one of the most deeply integrated frontier models in AWS GovCloud for public sector use. The tie-up also expands OpenAI’s federal footprint well beyond its Pentagon deal, positioning the company to serve multiple government agencies through AWS’s existing cloud infrastructure. AWS, a major cloud provider to U.S. agencies, has agreed to distribute OpenAI products across its public-sector customer base, The Information reported, citing sources familiar. The deal could unlock more enterprise contracts, since companies often see government contracts as a stamp of trust and reliability. OpenAI and Amazon Web Services did not immediately respond to TechCrunch’s requests for comment.
OpenAI signed a deal to work with Amazon Web Services (AWS) to sell its AI products to the U.S. government for classified and unclassified work, according to The Information. The partnership comes after OpenAI signed a deal with the Pentagon to allow the military to use its AI models in its classified network — a win that came in the midst of conflict between Anthropic and the Defense Department. ...
OpenAI signed a deal to work with Amazon Web Services (AWS) to sell its AI products to the U.S. government for classified and unclassified work, according to The Information. The partnership comes after OpenAI signed a deal with the Pentagon to allow the military to use its AI models in its classified network — a win that came in the midst of conflict between Anthropic and the Defense Department. Anthropic has since been named a supply chain risk by the DOD after it refused to back down on allowing its tech to be used for mass surveillance of Americans and to power fully autonomous weapons. Anthropic has sued the Pentagon in response. OpenAI’s AWS deal sees the AI giant stepping onto Anthropic’s home turf. Amazon has invested at least $4 billion in Anthropic, and as such, Anthropic uses AWS as its main cloud provider. Claude models are integrated into Amazon Bedrock, AWS’s AI platform for enterprise and government customers, and Claude is one of the most deeply integrated frontier models in AWS GovCloud for public sector use. The tie-up also expands OpenAI’s federal footprint well beyond its Pentagon deal, positioning the company to serve multiple government agencies through AWS’s existing cloud infrastructure. AWS, a major cloud provider to U.S. agencies, has agreed to distribute OpenAI products across its public-sector customer base, The Information reported, citing sources familiar. The deal could unlock more enterprise contracts, since companies often see government contracts as a stamp of trust and reliability. OpenAI and Amazon Web Services did not immediately respond to TechCrunch’s requests for comment.
The ASROCK AI BOX-A395 is a compact desktop computer with an aluminum chassis that measures 232 x 200 x 100mm (9.13″ x 7.87″ x 3.94″) and an optional handle that makes it easy to move. But ASRock is positioning the little computer as a full-fledged AI Workstation thanks to its AMD Ryzen AI Max+ 395 Strix Halo processor with a 16-core, 32-thread CPU, 50 TOPS NPU, and Radeon 8060S 40-core GPU. It’s ...
The ASROCK AI BOX-A395 is a compact desktop computer with an aluminum chassis that measures 232 x 200 x 100mm (9.13″ x 7.87″ x 3.94″) and an optional handle that makes it easy to move. But ASRock is positioning the little computer as a full-fledged AI Workstation thanks to its AMD Ryzen AI Max+ 395 Strix Halo processor with a 16-core, 32-thread CPU, 50 TOPS NPU, and Radeon 8060S 40-core GPU. It’s the latest in a line of Strix Halo-powered computers that leverage that chip’s high-performance integrated graphics for AI or gaming… or both. But since ASRock’s focus is on industrial computers, it seems safe to say this thing is designed more for work than play. The system supports up to 128GB of LPDDR5x-8000 memory with 256 GB/s bandwidth, up to 96GB of which can be used by the GPU. While pricing and availability haven’t been announced yet, skyrocketing RAM prices combined with the already-high prices for any computer with a Ryzen AI Max+ processor mean that the ASRock AI BOX-A395 is likely to be an expensive little computer. But it’s also a powerful, versatile little system. Inside the case there are two M.2 2280 slots with support for PCIe Gen 4 x4 storage, a wireless card with support for WiFi 7 and Bluetooth 5.4 and a Realtek ALC897 audio interface. Ports include: 2 x USB4 Type-C (40 Gbps with DisplayPort 2.1 Alt Mode) 1 x USB 3.2 Gen 2 Type-C (10 Gbps with DisplayPort 2.1 Alt Mode) 2 x USB 3.2 Gen 2 Type-A (10 Gbps) 2 x USB 2.0 Type-A (480 Mbps) 1 x 10 Gigabit LAN (Marvell AQC113) 1 x 2.5 Gigabit LAN (Realtek RTL8125BG) 2 x HDMI 2.1 1 x DisplayPort 2.1 1 x 3.5mm mic input 1 x 3.5mm line output The system can support up to four 8K displays at once and features a cooling system with 6 heat pipes, fans, and a ventilated aluminum chassis that allows the Ryzen AI Max+ 395 chip to run at a TDP up to 120 watts. There’s an internal 400W power supply, allowing you to connect the PC to an outlet with a single power cable, no separate power brick or adapter required. press rel...
The Bank of Canada is likely to hold interest rates steady as policymakers weigh the inflation risk of higher oil prices against a string of weak economic numbers. Economists surveyed by Bloomberg are unanimous in saying Governor Tiff Macklem and his council will keep the policy rate at 2.25% for a third straight meeting on Wednesday. That’s the market’s expectation too. Since October, policymaker...
The Bank of Canada is likely to hold interest rates steady as policymakers weigh the inflation risk of higher oil prices against a string of weak economic numbers. Economists surveyed by Bloomberg are unanimous in saying Governor Tiff Macklem and his council will keep the policy rate at 2.25% for a third straight meeting on Wednesday. That’s the market’s expectation too. Since October, policymakers have said borrowing costs are in the right place to support an economy that’s reeling from US tariff policy while keeping price pressures contained. Now, the war in the Middle East has caused a spike in oil prices, adding inflation risk and uncertainty for central banks globally. But for the Bank of Canada, it’s likely too early to signal any new direction. “The Bank of Canada won’t rush to respond without clarity on size and duration of the oil price shock,” Claire Fan , an economist with Royal Bank of Canada, wrote in a report to investors. The central bank won’t be giving updated forecasts this week, allowing officials to sidestep the question of which way rates should go next. The central bank’s January forecasts for growth and inflation assumed a Brent crude price of $60 per barrel. On Tuesday, the benchmark was trading at $102. Domestically, gasoline prices have already climbed more than 30% this year to the highest level since 2024, taking a major chunk out of household budgets. Canada is also facing other headwinds, such as slowing population growth and trade war damage, which led the economy to contract at a 0.6% annualized rate in the fourth quarter of 2025. The country shed 83,900 jobs in February, the biggest monthly decline in four years. Steel, aluminum and auto exports to the US have been crimped by US duties. Housing resales are weak, prices are falling in a number of regions, and condo markets in the largest cities are in the midst of a full-blown correction. Despite the soft numbers, not a single economist in the Bloomberg survey expects the bank to cut ...
Guido Mieth/DigitalVision via Getty Images Alibaba Group Holding Limited ( BABA ) has gone out of the market’s favor, and not for good reason. The stock is down around 12% over the past month, down another 16% over the past 6 months, and down another 7% year-to-date. The stock is also down around 7.3% over the past year. Seeking Alpha I’m maintaining BABA stock with a Buy ahead of earnings, as I t...
Guido Mieth/DigitalVision via Getty Images Alibaba Group Holding Limited ( BABA ) has gone out of the market’s favor, and not for good reason. The stock is down around 12% over the past month, down another 16% over the past 6 months, and down another 7% year-to-date. The stock is also down around 7.3% over the past year. Seeking Alpha I’m maintaining BABA stock with a Buy ahead of earnings, as I think the negatives are well-priced in at current levels, and I'll get to that in a second. So, why the BABA selloff? Alibaba's stock has been under pressure in 2026, largely as a correction off a massive 2025 rally, where shares surged roughly 75% on the back of DeepSeek, from Hangzhou DeepSeek Artificial Intelligence Co., Ltd. ( DEEPSEEK ), AI enthusiasm, and improving relations between Beijing and Chinese tech entrepreneurs. The pullback has been driven by several converging headwinds: in mid -February, the U.S. government placed Alibaba on a government watchlist, reigniting U.S.-China tech rivalry fears, while Chinese regulators simultaneously summoned its Fliggy and AMap units over lending and marketing irregularities. I think the stock has also suffered some pain due to a combination of macro pressure, AI-related uncertainty, and positioning ahead of earnings rather than a single headwind. On the macro side, weaker growth expectations in China are weighing on sentiment and resetting assumptions for Alibaba’s core e-commerce business, while broader geopolitical tensions and rising oil prices are adding to risk-off flows across global markets, particularly in China-sensitive equities. China lowered its 2026 GDP growth target to the weakest goal since the early 1990s, 4.5% to 5%. And although Alibaba is aggressively pushing into AI with initiatives like Wukong, Qwen, and its new Token Hub structure, investors remain cautious around elevated spending and potential margin pressure in the near term, especially as competition intensifies with players like Baidu, Inc. ( BIDU )...
koto_feja With no end in sight to the U.S.-Iran conflict, U.S. markets have become highly volatile, driving major indices and several sectors sharply lower and pushing many stocks into oversold territory. Oversold conditions typically signal heavy selling pressure, though they can also precede short-term rebounds if fundamentals remain intact. Below are some of the most oversold industrial stocks,...
koto_feja With no end in sight to the U.S.-Iran conflict, U.S. markets have become highly volatile, driving major indices and several sectors sharply lower and pushing many stocks into oversold territory. Oversold conditions typically signal heavy selling pressure, though they can also precede short-term rebounds if fundamentals remain intact. Below are some of the most oversold industrial stocks, based on momentum indicators: U-Haul Holding ( UHAL ): RSI 30; 16-day perf -10.2%. Smiths Group ( SMGZY ): RSI 30; 16-day perf -13.98%. GXO Logistics ( GXO ): RSI 30; 16-day perf -15.7%. Copa Holdings, S.A. ( CPA ): RSI 29; 16-day perf -17.7%. Intertek Group ( IKTSF ): RSI 29; 16-day perf -28.4%. The Brink's Company ( BCO ): RSI 29; 16-day perf -9.2%. Schneider National ( SNDR ): RSI 29; 16-day perf -15.8%. Acuity ( AYI ): RSI 29; 16-day perf -12.3%. Hiab Oyj ( CYJBY ): RSI 29; 16-day perf -16.8%. Fortune Brands Innovations ( FBIN ): RSI 29; 16-day perf -19.1%. More on industrial stocks Intertek Group plc 2025 Q4 - Results - Earnings Call Presentation Intertek Group plc (IKTSY) Q4 2025 Earnings Call Transcript The Brink's Company (BCO) M&A Call Transcript Stocks to watch after market: NVDA, FBIN,HE Fortune Brands appoints interim CEO, launches search for new chief
International Business Machines Corp. Chief Executive Officer Arvind Krishna expects the company to pursue more deals in AI, helped by less regulatory pushback. IBM just completed its acquisition of Confluent Inc., less than four months after it was announced, Krishna said Tuesday during an interview on Bloomberg Television’s Open Interest . “The regulatory environment is definitely friendlier,” h...
International Business Machines Corp. Chief Executive Officer Arvind Krishna expects the company to pursue more deals in AI, helped by less regulatory pushback. IBM just completed its acquisition of Confluent Inc., less than four months after it was announced, Krishna said Tuesday during an interview on Bloomberg Television’s Open Interest . “The regulatory environment is definitely friendlier,” he said. “It used to take a lot longer a few years back.” Krishna anticipates pursuing mergers related to artificial intelligence and the hybrid cloud — technology that mixes local and offsite computing networks — as well as the intersection of those two areas. “Watch this space,” he said. Krishna added that the war in the Middle East could be a “slight headwind” if it persists for many more months. “We have thousands of employees in that region,” he said. “The vast majority are reasonably stable, getting their work done. There are about 20% of people in the Middle East who are disrupted, not able to get to their clients, not able to get their work done.” Overall, the consulting part of IBM’s business has been sluggish in recent quarters, though Krishna is optimistic that it will accelerate in the second half of the year.
In line with its efforts to expand in the lucrative self-driving vehicle market, Uber Technologies UBER and Hyundai Motor Group-backed Motional launched a new robotaxi service in Las Vegas. The robotaxi service has been launched using the Hyundai Ioniq 5. At launch, the service will be offered at select locations along Las Vegas Boulevard. These include rideshare pickup areas at Resorts World Las ...
In line with its efforts to expand in the lucrative self-driving vehicle market, Uber Technologies UBER and Hyundai Motor Group-backed Motional launched a new robotaxi service in Las Vegas. The robotaxi service has been launched using the Hyundai Ioniq 5. At launch, the service will be offered at select locations along Las Vegas Boulevard. These include rideshare pickup areas at Resorts World Las Vegas and Encore at Wynn Las Vegas, as well as Westgate Las Vegas Resort & Casino. Service will also be available curbside in Downtown Las Vegas and across the Town Square shopping district near the airport, with plans to gradually expand coverage. Passengers requesting UberX, Uber Electric, Uber Comfort or Uber Comfort Electric may be paired with a Motional robotaxi at no extra charge. If matched, riders will receive a notification and can choose either to accept the robotaxi or switch to a traditional ride. As soon as the robotaxi arrives, riders can unlock the vehicle and begin their journey directly through the Uber app. Once inside, audio prompts will remind passengers to close the doors and fasten their seat belts. The IONIQ 5 robotaxi, specifically designed for ride-hailing and built for dependable driverless performance, is the result of collaboration between Motional and Hyundai Motor Group. It is among the first SAE Level 4 autonomous vehicles to receive certification under the U.S. Federal Motor Vehicle Safety Standards. In the initial phase, each Motional robotaxi will include a safety operator seated behind the wheel to monitor road conditions. A fully driverless version — without any human operator — is expected to be introduced by the end of the year. In the United States, Uber already provides robotaxi access in cities like Austin, Phoenix, Dallas and Atlanta via Alphabet’s GOOGL Waymo network. Alphabet’s Waymo is a force to be reckoned with in the evolving and lucrative space. Through its Waymo arm, Alphabet already has commercial operations in several citi...
Vanguard Small-Cap Growth ETF (VBK +0.74%) and iShares Morningstar Small-Cap Growth ETF (ISCG +0.66%) both offer diversified exposure to U.S. small-cap growth stocks, but differ in portfolio breadth, assets under management (AUM), and trading liquidity. Both funds target the small-cap growth segment, with VBK tracking the CRSP U.S. Small Cap Growth Index and ISCG following a Morningstar methodolog...
Vanguard Small-Cap Growth ETF (VBK +0.74%) and iShares Morningstar Small-Cap Growth ETF (ISCG +0.66%) both offer diversified exposure to U.S. small-cap growth stocks, but differ in portfolio breadth, assets under management (AUM), and trading liquidity. Both funds target the small-cap growth segment, with VBK tracking the CRSP U.S. Small Cap Growth Index and ISCG following a Morningstar methodology. This comparison looks at their respective costs, performance, risk, underlying holdings, and practical considerations for investors seeking to tap into smaller growth companies. Snapshot (cost & size) Metric VBK ISCG Issuer Vanguard IShares Expense ratio 0.05% 0.06% 1-yr return (as of 2026-03-11) 23.0% 24.7% Dividend yield 0.5% 0.6% Beta 1.17 1.13 AUM $40.0 billion $881.5 million Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. ISCG charges a slightly higher expense ratio than VBK, but the difference is just 0.01 percentage points, while ISCG also offers a marginally higher dividend yield. Performance & risk comparison Metric VBK ISCG Max drawdown (5 y) -38.39% -37.80% Growth of $1,000 over 5 years $1,097 $1,072 What's inside ISCG holds 963 stocks, making it one of the broader small-cap growth ETFs, and has been running for over 21 years. Its sector mix leans toward industrials (25%), technology (21%), and healthcare (16%). The top holdings are Lumentum Holdings Inc (LITE 0.59%), Ati Inc (ATI +0.33%), and Rbc Bearings Inc (RBC 0.82%), with no single stock accounting for more than 1.7% of assets. The fund does not employ leverage, currency hedges, or ESG screens. In contrast, VBK holds 579 stocks, with a higher allocation to technology (26%) and similar weightings to industrials (23%) and healthcare (17%). Its top positions are Rocket Lab Corp (RKLB +6.54%), Comfort Systems USA Inc (FIX +0.10%), and Sandisk Corp (SNDK +0.45%), each around 1.2%-1.3...
When an AI agent needs to log into your CRM, pull records from your database, and send an email on your behalf, whose identity is it using? And what happens when no one knows the answer? Alex Stamos, chief product officer at Corridor, and Nancy Wang, CTO at 1Password joined the VB AI Impact Salon Series to dig into the new identity framework challenges that come along with the benefits of agentic ...
When an AI agent needs to log into your CRM, pull records from your database, and send an email on your behalf, whose identity is it using? And what happens when no one knows the answer? Alex Stamos, chief product officer at Corridor, and Nancy Wang, CTO at 1Password joined the VB AI Impact Salon Series to dig into the new identity framework challenges that come along with the benefits of agentic AI. "At a high level, it’s not just who this agent belongs to or which organization this agent belongs to, but what is the authority under which this agent is acting, which then translates into authorization and access," Wang said. How 1Password ended up at the center of the agent identity problem Wang traced 1Password's path into this territory through its own product history. The company started as a consumer password manager, and its enterprise footprint grew organically as employees brought tools they already trusted into their workplaces. "Once those people got used to the interface, and really enjoyed the security and privacy standards that we provide as guarantees for our customers, then they brought it into the enterprise," she said. The same dynamic is now happening with AI, she added. "Agents also have secrets, or passwords, just like humans do." Internally, 1Password is navigating the same tension it helps customers manage: how to let engineers move fast without creating a security mess. Wang said the company actively tracks the ratio of incidents to AI-generated code as engineers use tools like Claude Code and Cursor. "That's a metric we track intently to make sure we're generating quality code." How developers are incurring major security risks Stamos said one of the most common behaviors Corridor observes is developers pasting credentials directly into prompts, which is a huge security risk. Corridor flags it and sends the developer back toward proper secrets management. "The standard thing is you just go grab an API key or take your username and password and ...
Despite the hiccups that some artificial intelligence (AI) stocks have had recently, investors remain highly interested in them. A recent survey by The Motley Fool found that 65% of investors who responded said they were bullish on AI stocks, and 57% believe AI will drive markets for the next five years. Still, there is some caution out there. That same survey found that 29% of investors were conc...
Despite the hiccups that some artificial intelligence (AI) stocks have had recently, investors remain highly interested in them. A recent survey by The Motley Fool found that 65% of investors who responded said they were bullish on AI stocks, and 57% believe AI will drive markets for the next five years. Still, there is some caution out there. That same survey found that 29% of investors were concerned about AI stocks being overvalued or overhyped. With so many AI stocks to choose from, it can be overwhelming to try to find the right ones to invest in. That's why the best way to invest in the trend may be through an AI-focused exchange-traded fund (ETF). Such ETFs have several benefits, particularly for investors who don't have a clear conviction regarding which AI stocks they believe are the best, or who lack a deep understanding of which companies are truly AI-driven. AI ETFs invest in a broad basket of AI stocks that are either hand-picked by portfolio managers or that collectively track a specific index. That gives investors exposure to the sector, but in a way that limits their risk of losses tied to the performance of any specific company. Roundhill Generative AI and Technology ETF There are several dozen ETFs that are classified as AI ETFs, but some of them feature AI stocks among a collection of broader tech names. One of the best pure-play AI ETFs is the Roundhill Generative AI and Technology ETF (CHAT +0.08%). It stands out for a few reasons. One, it is actively managed by Roundhill Investments, so the portfolio managers can make changes to the portfolio based on the emergence of new technologies, innovations, and AI companies. While the focus of the ETF is on companies that develop generative AI technology and tools, its portfolio also includes companies involved in AI infrastructure, including hardware and semiconductors that foster generative AI workflows. In addition, it features companies that develop generative AI applications and software for busine...
Ever since OpenAI's ChatGPT burst onto the scene in November 2022, people have been debating whether artificial intelligence (AI) is a flash in the pan, a market bubble, or a long-lasting trend. Research from The Motley Fool indicates that 60% of American investors believe AI stocks will deliver strong long-term returns, and those stocks have seen explosive growth over the last three years. But gi...
Ever since OpenAI's ChatGPT burst onto the scene in November 2022, people have been debating whether artificial intelligence (AI) is a flash in the pan, a market bubble, or a long-lasting trend. Research from The Motley Fool indicates that 60% of American investors believe AI stocks will deliver strong long-term returns, and those stocks have seen explosive growth over the last three years. But given all the growth that's already happened, which AI stocks are poised to dominate over the next decade? Here are the three that seem like the best bets to still be at the top of the pecking order -- and rewarding today's investors -- in 2036. 1. Nvidia It shouldn't come as a surprise to anyone that chipmaker Nvidia (NVDA 0.62%) is at the top of this list. The company's graphics processing units (GPUs) are universally regarded as the fastest, most advanced, and best general-purpose parallel processors around. So much so that all the data center GPUs it will produce in 2026 were sold out before the end of 2025. But because of the massive computational requirements of AI, cutting-edge processors are mandatory, not optional. And that means companies hoping to stay at the forefront of the AI race will continue to gobble up as many of Nvidia's top-of-the-line GPUs as they can get. Expand NASDAQ : NVDA Nvidia Today's Change ( -0.62 %) $ -1.13 Current Price $ 182.09 Key Data Points Market Cap $4.5T Day's Range $ 181.69 - $ 185.40 52wk Range $ 86.62 - $ 212.19 Volume 2.8M Avg Vol 177M Gross Margin 71.07 % Dividend Yield 0.02 % Would-be challengers to Nvidia's dominance in the GPU niche have all so far fallen flat, but it is taking no chances. The company has launched collaborations with companies in a number of high-tech industries to create software and hardware that runs on or is compatible with Nvidia's systems and specifications. Among its partnerships are deals with electric vertical takeoff and landing (eVTOL) aircraft companies Archer Aviation and Joby Aviation to use Nvidia...
Key Points The AI sector has been contributing most of the upward momentum to the broader market in recent years, and investors expect that to continue. One of the best AI ETFs you can buy is the Roundhill Generative AI and Technology ETF. 10 stocks we like better than Tidal Trust II - Roundhill Generative Ai & Technology ETF › Despite the hiccups that some artificial intelligence (AI) stocks have...
Key Points The AI sector has been contributing most of the upward momentum to the broader market in recent years, and investors expect that to continue. One of the best AI ETFs you can buy is the Roundhill Generative AI and Technology ETF. 10 stocks we like better than Tidal Trust II - Roundhill Generative Ai & Technology ETF › Despite the hiccups that some artificial intelligence (AI) stocks have had recently, investors remain highly interested in them. A recent survey by The Motley Fool found that 65% of investors who responded said they were bullish on AI stocks, and 57% believe AI will drive markets for the next five years. Still, there is some caution out there. That same survey found that 29% of investors were concerned about AI stocks being overvalued or overhyped. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » With so many AI stocks to choose from, it can be overwhelming to try to find the right ones to invest in. That's why the best way to invest in the trend may be through an AI-focused exchange-traded fund (ETF). Such ETFs have several benefits, particularly for investors who don't have a clear conviction regarding which AI stocks they believe are the best, or who lack a deep understanding of which companies are truly AI-driven. AI ETFs invest in a broad basket of AI stocks that are either hand-picked by portfolio managers or that collectively track a specific index. That gives investors exposure to the sector, but in a way that limits their risk of losses tied to the performance of any specific company. Roundhill Generative AI and Technology ETF There are several dozen ETFs that are classified as AI ETFs, but some of them feature AI stocks among a collection of broader tech names. One of the best pure-play AI ETFs is the Roundhill Generative AI and Technology ETF (NYSEMKT: CHAT). It s...
Key Points Nvidia is the king of the AI processor space, and literally wrote the playbook for the next generation of AI. Alphabet has not only fended off AI-powered challenges to its search dominance, but has also embraced its own AI model, Gemini. CoreWeave has seen explosive revenue growth, but has delivered poor stock performance since it peaked last summer. 10 stocks we like better than Nvidia...
Key Points Nvidia is the king of the AI processor space, and literally wrote the playbook for the next generation of AI. Alphabet has not only fended off AI-powered challenges to its search dominance, but has also embraced its own AI model, Gemini. CoreWeave has seen explosive revenue growth, but has delivered poor stock performance since it peaked last summer. 10 stocks we like better than Nvidia › Ever since OpenAI's ChatGPT burst onto the scene in November 2022, people have been debating whether artificial intelligence (AI) is a flash in the pan, a market bubble, or a long-lasting trend. Research from The Motley Fool indicates that 60% of American investors believe AI stocks will deliver strong long-term returns, and those stocks have seen explosive growth over the last three years. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But given all the growth that's already happened, which AI stocks are poised to dominate over the next decade? Here are the three that seem like the best bets to still be at the top of the pecking order -- and rewarding today's investors -- in 2036. 1. Nvidia It shouldn't come as a surprise to anyone that chipmaker Nvidia (NASDAQ: NVDA) is at the top of this list. The company's graphics processing units (GPUs) are universally regarded as the fastest, most advanced, and best general-purpose parallel processors around. So much so that all the data center GPUs it will produce in 2026 were sold out before the end of 2025. But because of the massive computational requirements of AI, cutting-edge processors are mandatory, not optional. And that means companies hoping to stay at the forefront of the AI race will continue to gobble up as many of Nvidia's top-of-the-line GPUs as they can get. Would-be challengers to Nvidia's dominance in the GPU niche have all so far fallen fla...
Uber Technologies (NYSE:UBER) shares climbed 5% in morning trading today after the company announced its long-anticipated autonomous robotaxi fleet will launch in Los Angeles and San Francisco in the first half of 2027 before expanding to 28 cities globally by 2028. The timing and scale were notable, but what truly electrified investors were two special ... Uber Stock Jumps 5% After Uttering Magic...
Uber Technologies (NYSE:UBER) shares climbed 5% in morning trading today after the company announced its long-anticipated autonomous robotaxi fleet will launch in Los Angeles and San Francisco in the first half of 2027 before expanding to 28 cities globally by 2028. The timing and scale were notable, but what truly electrified investors were two special ... Uber Stock Jumps 5% After Uttering Magic Words ‘Nvidia’ and ‘AI.’
By Karen Roman Vinson & Elkins said it represented Fidelis New Energy, LLC in the sale of its portfolio company American Intelligence & Power Corp. and its Monarch Compute Campus to Nscale. The Monarch Compute Campus, with up to 2,250 acres in Mason County, West Virginia, is the country’s first state-certified AI microgrid with a power runway scalable to over 8 gigawatts, the firm stated. Nscale e...
By Karen Roman Vinson & Elkins said it represented Fidelis New Energy, LLC in the sale of its portfolio company American Intelligence & Power Corp. and its Monarch Compute Campus to Nscale. The Monarch Compute Campus, with up to 2,250 acres in Mason County, West Virginia, is the country’s first state-certified AI microgrid with a power runway scalable to over 8 gigawatts, the firm stated. Nscale expects to have 2 gigawatts of initial power capacity online by the first half of 2028 and an expansion to 8 gigawatts by 2031, it said. The Vinson & Elkins team was led by Partners Creighton Smith and Milam Newby and Counsel Alexander Baker, with assistance from Partners Lina Dimachkieh and Todd Way and Counsel Allyson Seger. Bowles Rice Partner Tom Heywood served as local counsel to Fidelis. READ MORE Register for our weekly newsletter HERE Contact: Exec Edge Editor@executives-edge.com Click HERE to follow us on LinkedIn
Klaus Vedfelt/DigitalVision via Getty Images Thesis The commodities construct has been bid heavily this year, with many funds with exposure to the asset class up significantly. The war in Iran and anxiety around the U.S. deficit have been defining factors for the asset class, bidding up gold and oil. To that end, we are going to have a look at the iShares Bloomberg Roll Select Commodity Strategy E...
Klaus Vedfelt/DigitalVision via Getty Images Thesis The commodities construct has been bid heavily this year, with many funds with exposure to the asset class up significantly. The war in Iran and anxiety around the U.S. deficit have been defining factors for the asset class, bidding up gold and oil. To that end, we are going to have a look at the iShares Bloomberg Roll Select Commodity Strategy ETF ( CMDY ), an exchange-traded fund that provides investors with commodities risk and rewards. What Does CMDY Do? Let us start by looking at what the ETF actually does: The iShares Bloomberg Roll Select Commodity Strategy ETF (the “Fund”) seeks to track the investment results of an index composed of a broad range of commodity exposures with enhanced roll selection, on a total return basis. The index in question is the Bloomberg Roll Select Commodity Total Return Index, which, per its definition: Measures the performance of 25 futures contracts across 23 physical agricultural, energy, precious metals and industrial metals commodities. The Underlying Index, which is rebalanced annually, provides broad-based exposure to commodities as an asset class by using liquidity factors and sector caps to avoid over-concentration in any single commodity or commodity sector. So the ETF and the Index have exposure to futures contracts in the commodities sector rather than physical holdings (which is virtually impossible for most commodities). The index documentation can be found here . The index methodology contemplates a population of 25 futures contracts, and for each commodity contract, the index looks at the futures curve and selects the contract with the most backwardation or the last contango, as applicable. The thought process behind this is to avoid the roll bleed that is very prevalent in commodity futures. iShares fails to show the current ETF and index compositions (even their fact sheet shows zeros): Composition (Fact Sheet) I believe the above is a massive failure for the ass...
Sundry Photography/iStock Editorial via Getty Images Broadcom ( AVGO ) recently released its first quarterly report of 2026 earlier this month, and boy, was it impressive! Broadcom’s revenue in this first quarter reached a record $19.3 billion, that's up 29% year over year. Its earnings before interest, taxes, depreciation, and amortization hit a record 13.1billion (68% of revenue), displaying inc...
Sundry Photography/iStock Editorial via Getty Images Broadcom ( AVGO ) recently released its first quarterly report of 2026 earlier this month, and boy, was it impressive! Broadcom’s revenue in this first quarter reached a record $19.3 billion, that's up 29% year over year. Its earnings before interest, taxes, depreciation, and amortization hit a record 13.1billion (68% of revenue), displaying incredible growth with serious operating leverage! Earnings of $2.05 per share were up 28% vs. the same comparable quarter last year. Quarterly Report (MarketSurge) Broadcom delivered the kind of earnings that really remind its investors why it is still one of the best semiconductor stocks in the world today. Why do I need to buy a semiconductor ETF or Mutual Fund when there are only really 5 great chip stocks to own: NVDA (see our recent article ), TSM, AMD, ASML, and AVGO? Broadcom Stats (Best Stocks Now Database) For years, Broadcom has been building itself into a more powerful chip company. Since 2006, under CEO Hock Tan, Broadcom has developed into a leader in global infrastructure in both semiconductors and infrastructure software. The company’s strategy over this time has been about owning the ‘guts’ or ‘critical layers’ of modern computing. And that strategy has certainly borne fruit, as evidenced in this latest quarter. Semiconductor solutions revenue came in at $12.5 billion, and infrastructure software bumped it up by another $6.8 billion. Now, while the software portion didn’t exactly ‘explode’ the way its AI semiconductor counterpart did, it still remained extremely profitable. It’s VMware Cloud Foundation was even lauded by CEO Hock Tan, who called it “the essential software layer in data centers” because of it both integrating hardware and also supporting generative AI workloads. It’s a rare, and quite nice position to be in, having both hardware and software. It’s a position with a different kind of moat than many of its competitors. But that moat didn’t just a...
Sundry Photography/iStock Editorial via Getty Images Broadcom ( AVGO ) recently released its first quarterly report of 2026 earlier this month, and boy, was it impressive! Broadcom’s revenue in this first quarter reached a record $19.3 billion, that's up 29% year over year. Its earnings before interest, taxes, depreciation, and amortization hit a record 13.1billion (68% of revenue), displaying inc...
Sundry Photography/iStock Editorial via Getty Images Broadcom ( AVGO ) recently released its first quarterly report of 2026 earlier this month, and boy, was it impressive! Broadcom’s revenue in this first quarter reached a record $19.3 billion, that's up 29% year over year. Its earnings before interest, taxes, depreciation, and amortization hit a record 13.1billion (68% of revenue), displaying incredible growth with serious operating leverage! Earnings of $2.05 per share were up 28% vs. the same comparable quarter last year. Quarterly Report (MarketSurge) Broadcom delivered the kind of earnings that really remind its investors why it is still one of the best semiconductor stocks in the world today. Why do I need to buy a semiconductor ETF or Mutual Fund when there are only really 5 great chip stocks to own: NVDA (see our recent article ), TSM, AMD, ASML, and AVGO? Broadcom Stats (Best Stocks Now Database) For years, Broadcom has been building itself into a more powerful chip company. Since 2006, under CEO Hock Tan, Broadcom has developed into a leader in global infrastructure in both semiconductors and infrastructure software. The company’s strategy over this time has been about owning the ‘guts’ or ‘critical layers’ of modern computing. And that strategy has certainly borne fruit, as evidenced in this latest quarter. Semiconductor solutions revenue came in at $12.5 billion, and infrastructure software bumped it up by another $6.8 billion. Now, while the software portion didn’t exactly ‘explode’ the way its AI semiconductor counterpart did, it still remained extremely profitable. It’s VMware Cloud Foundation was even lauded by CEO Hock Tan, who called it “the essential software layer in data centers” because of it both integrating hardware and also supporting generative AI workloads. It’s a rare, and quite nice position to be in, having both hardware and software. It’s a position with a different kind of moat than many of its competitors. But that moat didn’t just a...
Barron's Investor Circle Newsletter Editor Josh Schafer joins Julie Hyman and Yahoo Finance Head of News Myles Udland to discuss how investors are weighing Microsoft's (MSFT) stake in AI developer OpenAI (OPAI.PVT) while the tech stock has dropped 30% from record highs in 2026 year-to-date.
Barron's Investor Circle Newsletter Editor Josh Schafer joins Julie Hyman and Yahoo Finance Head of News Myles Udland to discuss how investors are weighing Microsoft's (MSFT) stake in AI developer OpenAI (OPAI.PVT) while the tech stock has dropped 30% from record highs in 2026 year-to-date.
Brookfield (BN +1.36%), Blackstone (BX +2.93%), and KKR (KKR +2.68%) are three of the biggest alternative asset managers in the world. Brookfield and Blackstone have over $1 trillion in assets under management (AUM), while KKR ended last year with $744 billion in AUM. They invest in private equity, real estate, infrastructure, and private credit. The high-profile bankruptcies of private credit bor...
Brookfield (BN +1.36%), Blackstone (BX +2.93%), and KKR (KKR +2.68%) are three of the biggest alternative asset managers in the world. Brookfield and Blackstone have over $1 trillion in assets under management (AUM), while KKR ended last year with $744 billion in AUM. They invest in private equity, real estate, infrastructure, and private credit. The high-profile bankruptcies of private credit borrowers First Brands and Tricolor late last year caused issues for private credit manager Blue Owl and raised concerns that a wave of defaults could hit the private credit sector. That has weighed on the share prices of Brookfield, Blackstone, and KKR, which have invested heavily in private credit. Both Blackstone and KKR are down about 43.5% from their 52-week highs, while Brookfield shares are off about 22%. I think the sell-off is a buying opportunity, which is why I've been loading up on these top financial stocks. What is private credit? Banks have pulled back on lending over the years due to industry consolidation, increased regulation, and higher capital requirements. That has opened the door for non-bank financial companies to fill the gap by lending directly to companies. These private loans tend to be riskier, which is why banks aren't originating them. Default rates of private credit funds hit a record 9.2% last year, up from a record 8.1% in 2024. However, they have higher interest rates than other credit investments, compensating lenders for their higher risk profiles. Several alternative investment managers have raised funds to grow their private credit portfolios. The industry currently has about $2 trillion in private credit AUM. That's double the level from 2020. Forecasters expect the private credit market to double again by 2030 to over $4 trillion in AUM. Buying more of the best The private credit situation could worsen, affecting Brookfield, KKR, and Blackstone. It has already had some impact on Blackstone, which manages a private credit fund open to ind...