Legendary investor Warren Buffett made waves when he bluntly told CNBC on May 2 that "we've never had people in a more gambling mood than now" when discussing the current state of the markets. He cited the popularity of one-day options, prediction markets, and sports betting -- but he didn't mention crypto, even though it's the original permissionless speculative arena, and the line between the cr...
Legendary investor Warren Buffett made waves when he bluntly told CNBC on May 2 that "we've never had people in a more gambling mood than now" when discussing the current state of the markets. He cited the popularity of one-day options, prediction markets, and sports betting -- but he didn't mention crypto, even though it's the original permissionless speculative arena, and the line between the crypto sector and those other venues has never been thinner than it is right now. When speculation runs this hot across the board, the most liquid risk assets sometimes catch the same rising wave, which means that if the speculative energy eventually rotates into crypto, the sector could see a significant rally. Here's a look at the landscape and what it means. Image source: The Motley Fool. Continue reading
Earnings Call Insights: Live Nation Entertainment (LYV) Q1 2026 Management View Michael Rapino said demand and cancellations were tracking normally, stating, "We always have a few cancellations" and "We tend to have 1% to 2% cancellation rate historically" (President, CEO & Director Michael Rapino).
Earnings Call Insights: Live Nation Entertainment (LYV) Q1 2026 Management View Michael Rapino said demand and cancellations were tracking normally, stating, "We always have a few cancellations" and "We tend to have 1% to 2% cancellation rate historically" (President, CEO & Director Michael Rapino).
Billionaire entrepreneur Mark Cuban is sounding the alarm on the future of enterprise artificial intelligence (AI), warning that fragmented AI models from tech giants like Microsoft Corp. and Alphabet Inc. will create overwhelming corporate complexity and turn business scale into a massive liability. ‘Walled Garden’ Dilemma In an assessment of the current AI landscape, Cuban cautioned that the fie...
Billionaire entrepreneur Mark Cuban is sounding the alarm on the future of enterprise artificial intelligence (AI), warning that fragmented AI models from tech giants like Microsoft Corp. and Alphabet Inc. will create overwhelming corporate complexity and turn business scale into a massive liability. ‘Walled Garden’ Dilemma In an assessment of the current AI landscape, Cuban cautioned that the fierce competition among foundational tech giants is creating an unsustainable, highly fragmented envir
A New Mountain Capital private credit fund that sold almost half-a-billion-dollars of assets at a discount earlier this year and used some of the cash to scoop up beaten-down loans says the strategy is already paying off. Managers at New Mountain Finance Corp. , a publicly-traded business development company, said on their first-quarter earnings call that one loan they bought just weeks ago at rou...
A New Mountain Capital private credit fund that sold almost half-a-billion-dollars of assets at a discount earlier this year and used some of the cash to scoop up beaten-down loans says the strategy is already paying off. Managers at New Mountain Finance Corp. , a publicly-traded business development company, said on their first-quarter earnings call that one loan they bought just weeks ago at roughly 65 cents on the dollar is already trading about 10 cents higher — underscoring the broader success of the approach. New Mountain also repurchased around $57 million of its shares in the period, it announced. The $2.3 billion BDC made waves earlier this year when it unloaded $477 million of assets at a 6% discount just as concerns about the health of the $1.8 trillion private credit market were ramping up. Those worries have eased somewhat in recent days as private credit funds have reported better-than-feared results. New Mountain has been “using the market disruption to buy specific names in the secondary market when they appear to be oversold,” John Kline , the BDCs chief executive officer, said on the call. A representative for New Mountain declined to comment on the specific loan purchased or the size of the transaction. Read More: New Mountain BDC to Sell $477 Million of Assets at 94% Value Private credit has been grappling with rising concerns about exposure to companies threatened by artificial intelligence and lending standards broadly, spurring record redemptions requests from non-traded funds and causing publicly listed vehicles to trade well below their net asset value. What’s more, lower rates and declining spreads are forcing managers to look further afield to maintain returns. The average yield of the fund’s holdings climbed to roughly 11.1% in the first quarter, up from about 10.5% three months prior. The BDC marked down the value of its portfolio to $10.92 per share, from $11.15 the previous quarter, while placing two investments on non-accrual status —...
(RTTNews) - The Malaysia stock market has finished higher in three straight sessions, advancing more than 25 points or 1.6 percent along the way. The Kuala Lumpur Composite Index now sits just beneath the 1,750-point plateau and it's expected to open to the upside again on Wednes
(RTTNews) - The Malaysia stock market has finished higher in three straight sessions, advancing more than 25 points or 1.6 percent along the way. The Kuala Lumpur Composite Index now sits just beneath the 1,750-point plateau and it's expected to open to the upside again on Wednes
A little-known Miami-based startup called Subquadratic emerged from stealth on Tuesday with a sweeping claim: that it has built the first large language model to fully escape the mathematical constraint that has defined — and limited — every major AI system since 2017. The company claims its first model, SubQ 1M-Preview , is the first LLM built on a fully subquadratic architecture — one where comp...
A little-known Miami-based startup called Subquadratic emerged from stealth on Tuesday with a sweeping claim: that it has built the first large language model to fully escape the mathematical constraint that has defined — and limited — every major AI system since 2017. The company claims its first model, SubQ 1M-Preview , is the first LLM built on a fully subquadratic architecture — one where compute grows linearly with context length. If that claim holds, it would be a genuine inflection point in how AI systems scale. At 12 million tokens, the company says, its architecture reduces attention compute by almost 1,000 times compared to other frontier models — a figure that, if validated independently, would dwarf the efficiency gains of any existing approach. The company is also launching three products into private beta: an API exposing the full context window, a command-line coding agent called SubQ Code , and a search tool called SubQ Search . It has raised $29 million in seed funding from investors including Tinder co-founder Justin Mateen , former SoftBank Vision Fund partner Javier Villamizar , and early investors in Anthropic , OpenAI , Stripe , and Brex . The New Stack reported that the raise values the company at $500 million . The numbers Subquadratic is publishing are extraordinary. The reaction from the AI research community has been, to put it mildly, mixed — ranging from genuine curiosity to open accusations of vaporware. Understanding why requires understanding what the company claims to have solved, and why so many prior attempts to solve the same problem have fallen short. The quadratic scaling problem has shaped the economics of the entire AI industry Every transformer-based AI model — which includes virtually every frontier system from OpenAI , Anthropic , Google , and others — relies on an operation called "attention." Every token is compared against every other token, so as inputs grow, the number of interactions — and the compute required to proc...
Upbound Group's Rent-A-Center unit has entered into a partnership with Amazon to provide nationwide in-store pickup and return services. The agreement allows thousands of Rent-A-Center locations to act as Amazon pickup and return points across the US. The move is focused on operations and customer reach, rather than financial guidance or earnings results. For investors tracking NasdaqGS:UPBD, this...
Upbound Group's Rent-A-Center unit has entered into a partnership with Amazon to provide nationwide in-store pickup and return services. The agreement allows thousands of Rent-A-Center locations to act as Amazon pickup and return points across the US. The move is focused on operations and customer reach, rather than financial guidance or earnings results. For investors tracking NasdaqGS:UPBD, this development sits alongside a share price of $18.73 and mixed recent returns. The stock is up...
Shares of Marvell Technology (NASDAQ: MRVL) , which makes data infrastructure semiconductors, soared 66.7% in April, according to data from S&P Global Market Intelligence . This is simply an amazing performance for a large-cap stock (market cap over $10 billion). (In the first three trading days of May through May 5, Marvell stock is up 2.2%.) For context, in April, the S&P 500 index returned 10.5...
Shares of Marvell Technology (NASDAQ: MRVL) , which makes data infrastructure semiconductors, soared 66.7% in April, according to data from S&P Global Market Intelligence . This is simply an amazing performance for a large-cap stock (market cap over $10 billion). (In the first three trading days of May through May 5, Marvell stock is up 2.2%.) For context, in April, the S&P 500 index returned 10.5%, and the tech-heavy Nasdaq Composite index returned 15.3%. Artificial intelligence (AI)-related stocks -- a group that includes Marvell -- had a particularly good month overall. So, Marvell stock got a robust tailwind from the market's strength and the bullish sentiment surrounding the AI space. However, the company also had company-specific good news. Continue reading
OpenAI updated the default model for ChatGPT to its new GPT-5.5 Instant, along with a new memory capability that finally shows which context shaped responses — at least some of them. This limitation signals that models are starting to create a second, incomplete memory observability layer that could conflict with existing audit systems and agent logs. GPT-5.5 Instant replaces GPT-5.3 Instant as th...
OpenAI updated the default model for ChatGPT to its new GPT-5.5 Instant, along with a new memory capability that finally shows which context shaped responses — at least some of them. This limitation signals that models are starting to create a second, incomplete memory observability layer that could conflict with existing audit systems and agent logs. GPT-5.5 Instant replaces GPT-5.3 Instant as the default ChatGPT model and is a version of its new flagship GPT-5.5 LLM . It’s supposed to be more dependable, accurate and smarter than 5.3. But it’s the introduction of memory sources, which will be enabled across all models in the platform, that could help enterprises in their projects. “When a response is personalized, you can see what context was used, such as saved memories or past chats, and delete or correct it if something is outdated or no longer relevant,” OpenAI said in a blog post . When a user asks ChatGPT something, users can tap the sources button (at the bottom of the response) to see which files or past chats the model tapped to find the answer. Users also have full control over the sources models can cite, and these sources will not be shared if the conversation is sent to others. The company said memory sources should make it easier to personalize model responses. Still, OpenAI admitted that the models “may not show every factor that shaped an answer” and promised to make the capability more comprehensive over time. What this means is that memory sources offer a semblance of observability in ChatGPT answers, but not full auditability yet. Competing memory systems Enterprises have a system in place to solve part of the memory and context problem with models and agents. Models are exposed to context through retrieval-augmented generation (RAG) pipelines; whatever the agent fetches from the vector databases is logged, and the agent's state is stored in a memory layer. All of this is tracked in application logs, usually in an orchestration or management lay...
Earnings Call Insights: Skyworks Solutions (SWKS) Q2 fiscal 2026 Management view “We secured a significant multigenerational design win with a leading Android OEM expected to generate over $1 billion in revenue through 2030.” (CEO, President & Director Philip Brace) “We
Earnings Call Insights: Skyworks Solutions (SWKS) Q2 fiscal 2026 Management view “We secured a significant multigenerational design win with a leading Android OEM expected to generate over $1 billion in revenue through 2030.” (CEO, President & Director Philip Brace) “We