Dan Ives said Palantir Technologies Inc. (NASDAQ:PLTR) remains one of his top software picks in the artificial intelligence space, arguing that the company is still in the early stages of its long-term growth cycle. Ives emphasized that both enterprise adoption and government deployment of AI technologies are accelerating, with Meta Nvidia Tesla trends reinforcing sector-wide momentum. In his view...
Dan Ives said Palantir Technologies Inc. (NASDAQ:PLTR) remains one of his top software picks in the artificial intelligence space, arguing that the company is still in the early stages of its long-term growth cycle. Ives emphasized that both enterprise adoption and government deployment of AI technologies are accelerating, with Meta Nvidia Tesla trends reinforcing sector-wide momentum. In his view, Meta Nvidia Tesla developments underscore how demand for AI infrastructure and software solutions continues to broaden across industries.
NICE ( NICE ) shares fell over 19% on Wednesday after the cloud software provider issued weaker-than-expected revenue guidance for the second quarter. The company forecast second-quarter revenue in a range of $761 million to $771 million, compared to Wall Street estimates of $777.38M. NICE sees second-quarter adjusted fully diluted earnings per share in a range of $2.60 to $2.70 versus consensus o...
NICE ( NICE ) shares fell over 19% on Wednesday after the cloud software provider issued weaker-than-expected revenue guidance for the second quarter. The company forecast second-quarter revenue in a range of $761 million to $771 million, compared to Wall Street estimates of $777.38M. NICE sees second-quarter adjusted fully diluted earnings per share in a range of $2.60 to $2.70 versus consensus of $2.63. However, the company’s first-quarter results exceeded Wall Street expectations. “We delivered a solid start to 2026, reflecting disciplined execution and strong momentum across our AI‑native CX platform,” said CEO Scott Russell. “AI remains a powerful growth driver, with AI ARR increasing 66% year over year and included in 100% of our CXone enterprise deals, highlighting the growing adoption of our AI solutions at scale. International markets were another area of strength, with 30% revenue growth as we continue to expand large enterprise deployments globally,” Russell added. For the first quarter, the company posted a 9.8% rise in revenue to $768.6M, beating consensus by $7.68M. Adjusted diluted earnings per share for the quarter stood at $2.64. First-quarter cloud revenue increased 14.6% to $603.4M. For FY26, non-GAAP total revenues are reiterated and expected to be in a range of $3,170 million to $3,190 million, representing 8% year-over-year growth at the midpoint, while FY26 non-GAAP fully diluted earnings per share are now expected to be in a range of $10.98 to $11.18. The company said that the annual guidance includes the updated expectation of 13%-15% year-over-year growth in cloud revenue. More on NICE NICE's Cloud Growth And AI Demand Support More Upside (Rating Upgrade) NICE Ltd. (NICE) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript NICE Ltd. 2025 Q4 - Results - Earnings Call Presentation NICE misses Q1 expectations, raises FY guidance NICE Q1 2026 Earnings Preview
Austrian capital mulls expanding tram network and park-and-ride car parks in effort to reduce private vehicle use When Leonore Gewessler hops on the underground trains and street-level trams that run like clockwork across the breadth of Vienna, she appreciates the ease, affordability and time she “gets as a present” instead of idling in traffic. But Austria’s former climate and transport minister ...
Austrian capital mulls expanding tram network and park-and-ride car parks in effort to reduce private vehicle use When Leonore Gewessler hops on the underground trains and street-level trams that run like clockwork across the breadth of Vienna, she appreciates the ease, affordability and time she “gets as a present” instead of idling in traffic. But Austria’s former climate and transport minister is also aware that cars still dominate the capital’s streets. She says good public transport is just the “precondition” to changing how people move around the city. Vienna’s network of trains, trams and buses have long been the envy of other European cities – let alone car-centric North American ones – but automobiles are still used for a quarter of journeys. In other capitals famed for world-class public transport, such as London, Paris and Prague, even higher use of cars has frustrated doctors and campaigners demanding cleaner air and safer streets. Continue reading...
CME Group Inc. on Wednesday launched a new benchmark rate tied to overnight funding costs in the US, adding to its suite of global risk-free rates. The new benchmark, known as the US Dollar RepoFunds Rate, uses data from centrally cleared overnight US repo trades executed on BrokerTec’s dealer-to-dealer central limit order book platform, where transactions averaged about $412 billion a day in Marc...
CME Group Inc. on Wednesday launched a new benchmark rate tied to overnight funding costs in the US, adding to its suite of global risk-free rates. The new benchmark, known as the US Dollar RepoFunds Rate, uses data from centrally cleared overnight US repo trades executed on BrokerTec’s dealer-to-dealer central limit order book platform, where transactions averaged about $412 billion a day in March, according to the statement. The end-of-day benchmark will be published at 3:00 p.m. New York time. “We’re listening to the market,” said Sara Carter, global head of repo at BrokerTec. “We’re hearing what they’re saying and partnering with them to manage the transformation. This is one step in that direction.” The publication of the new rate joins the Depository Trust & Clearing Corporation, which publishes indexes of par-weighted averages of daily activity in the GCF repo market and reflects actual daily funding costs from banks and investors. The Secured Overnight Financing Rate, or SOFR, which is based off repo activity, is the favored alternative of government officials. It has had a substantial derivative structure built around it, including increasingly liquid futures and options markets that have taken the place of the long-entrenched eurodollar contracts. Transaction volumes underlying SOFR are more than $3 trillion, so the activity underlying CME’s latest rate will be about 15% of that daily, according to Max Ruscher , head of Benchmark Services at CME Group. Administered by CME Group Benchmark Administration, the rate is calculated using a volume-weighted median methodology, which is the same method used by the New York Federal Reserve in the calculation of SOFR, according to CME Group.
There's an app for nearly every imaginable user and use case these days, but one thing they all have in common is that they're centered around one device: the smartphone. That changes today as Hugging Face , the 10-year-old New York City startup best known for being the go-to place online to host and use cutting-edge, open-source AI models, agents and applications, launches a new App Store for Rea...
There's an app for nearly every imaginable user and use case these days, but one thing they all have in common is that they're centered around one device: the smartphone. That changes today as Hugging Face , the 10-year-old New York City startup best known for being the go-to place online to host and use cutting-edge, open-source AI models, agents and applications, launches a new App Store for Reachy Mini , its low-cost ($299) open-source physical robot that debuted back in July 2025 (itself the fruit of Hugging Face's acquisition of another startup, Pollen Robotics ). The new Hugging Face Reachy Mini App Store already hosts a library of over 200 community-built applications, and Reachy Mini owners will be able to download any of these free of charge to start (unlike smartphone apps, there's no monetization option for app creators on this store — yet). The Reachy Mini App Store will also offer Reachy Mini owners — around 10,000 units have been sold so far since last year — an easy means of building their own custom apps for the tiny, stationary desktop robot with built-in camera eyes, speaker, and microphone, via Hugging Face's existing, AI-powered agent called "ML Intern." The significance lies not just in the hardware, but in the removal of the "roboticist" barrier; for the first time, individuals without a background in engineering or coding are shipping functional robotics software in under an hour. "Anyone can build the apps," said Clément Delangue, CEO and co-founder of Hugging Face, in a video interview with VentureBeat. "My intuition is that more and more [AI] model builders will release on Reachy Mini as a way to test the robotics ability of new models." Make robots as accessible to laypeople as PCs and smartphones The technical bottleneck in robotics has historically been the scarcity of high-quality training data. While Large Language Models (LLMs) have mastered general-purpose coding by training on massive repositories like Microsoft's GitHub , the volum...
Scooping cat litter isn’t hard, but scooping after each and every litter box use can get annoying. The Litter-Robot 4 self-cleaning litter box is worth considering, not just because it’s one of the best-performing models, but because its accessory bundle is currently available for $799 ($60 off) at Amazon and Best Buy . The last time this deal came around was in early January. Litter-Robot 4 Suppl...
Scooping cat litter isn’t hard, but scooping after each and every litter box use can get annoying. The Litter-Robot 4 self-cleaning litter box is worth considering, not just because it’s one of the best-performing models, but because its accessory bundle is currently available for $799 ($60 off) at Amazon and Best Buy . The last time this deal came around was in early January. Litter-Robot 4 Supply & Accessory bundle Where to Buy: $859 $799 at Amazon (black) $799 at Best Buy (black) The accessories included at each retailer differ a bit. You’ll get the litter box and the mat that traps litter pieces in the bundles from both stores, but Amazon includes three OdorTrap cartridges, 10 liners, 30 wipes, and two carbon filters. Meanwhile, Best Buy includes six OdorTrap cartridges, 25 liners, and 30 wipes. Even at a discounted price, I won’t pretend the Litter-Robot 4 is affordable. However, I thought its perks were attractive enough to buy one for our two large cats. After a few days, they got accustomed to using it, and I loved all the extra time each day not spent hunching over the litter box to scoop out their buried treasure. I ended up returning it after a month, but not because I was dissatisfied. Rather, for a weird edge case reason that’s kind of gross. One of my cats peed high enough up the Litter-Robot’s inner wall that it got stuck between the layers, causing a serious stench. Customer service was great, and I was able to get my money back. window.HYPE_DESK_CONFIG = { productImageUrl: "https://s3.us-east-1.amazonaws.com/assets.sbnation.com/csk/uploads/hype-desk/product-images/macbook+neo.png", productImageAlt: "Apple MacBook Neo", productTitle: "Apple MacBook Neo", shortDescription: "An affordable, well-built laptop for a great price.", longDescription: "Apple's most affordable Mac ever starts at $599, and it does not feel like a compromise. The MacBook Neo has a durable aluminum enclosure that comes in four colors, and the battery life can handle everything yo...
On Monday, Palantir Technologies Inc. said its commitment to U.S. national security continues to outweigh all other business priorities. Palantir Puts Defense First Amid Growing AI Demand During Palantir's first-quarter 2026 earnings call, CEO Alex Karp told investors the company will always place U.S. defense needs ahead of commercial opportunities. "We always prioritize the U.S. warfighter over ...
On Monday, Palantir Technologies Inc. said its commitment to U.S. national security continues to outweigh all other business priorities. Palantir Puts Defense First Amid Growing AI Demand During Palantir's first-quarter 2026 earnings call, CEO Alex Karp told investors the company will always place U.S. defense needs ahead of commercial opportunities. "We always prioritize the U.S. warfighter over everything else," Karp said, while answering a question by Wedbush analyst Dan Ives. He highlighted
In this video, I will go over PayPal 's (NASDAQ: PYPL) earnings report and explain why the stock dropped yet again. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 5, 2026. The video was published on May. 5, 2026. Continue reading
In this video, I will go over PayPal 's (NASDAQ: PYPL) earnings report and explain why the stock dropped yet again. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 5, 2026. The video was published on May. 5, 2026. Continue reading
If you're in retirement or getting close to it, it's just as crucial to protect your portfolio as it is to generate a modest return on it. That's because if there's a market downturn, you may not be as willing or able to wait out a recovery, which can sometimes span years. The stocks listed below can be ideal options for risk-averse income investors, as they offer high yields and are less volatile...
If you're in retirement or getting close to it, it's just as crucial to protect your portfolio as it is to generate a modest return on it. That's because if there's a market downturn, you may not be as willing or able to wait out a recovery, which can sometimes span years. The stocks listed below can be ideal options for risk-averse income investors, as they offer high yields and are less volatile than the overall market. Collectively, they can also help diversify your portfolio and make it safer. Here's why Realty Income (NYSE: O) , PepsiCo (NASDAQ: PEP) , and Chevron (NYSE: CVX) are stocks you may want to consider today, especially if you're a retiree. Image source: Getty Images. Continue reading
luchezar/iStock via Getty Images Looks like I became bullish about the company at the right time. Cipher Digital ( CIFR ) increased 36% since my last piece and strongly outperformed the benchmark. I am happy with the results. CIFR: Stock Surged 36% Since My Previous Article (Seeking Alpha) Now, despite the run-up, my long-term thesis remains intact. Quite frankly, if anything, I actually see sever...
luchezar/iStock via Getty Images Looks like I became bullish about the company at the right time. Cipher Digital ( CIFR ) increased 36% since my last piece and strongly outperformed the benchmark. I am happy with the results. CIFR: Stock Surged 36% Since My Previous Article (Seeking Alpha) Now, despite the run-up, my long-term thesis remains intact. Quite frankly, if anything, I actually see several catalysts developing favorably for CIFR. I have anticipated that the pivot to the AI niche may play out bullishly for the company. And it did. But it's actually a multi-year tailwind, in my opinion. So, I am not changing my rating. I maintained a Buy for Cipher Digital. Here's why I think that way. The Data Center Market Growth Too Significant Catalyst to Ignore That's true. Clearly, the pivot to the data center play seems to make more and more sense for Cipher. Especially since the Bitcoin price remained volatile and declined meaningfully since its recent peak. To be precise, about 16% over the past year. Now, there are two ways to look at it. The pivot strengthened CIFR's fundamentals. It's now a more diversified business. And less dependent on huge Bitcoin price swings. The other point I'd like to make is that AI, in my opinion, is a multi-year tailwind. So, Cipher Digital is positioning itself to secure a sweet spot in years to come. And it's worth doing so. The global data center market is expected to grow at an 11% CAGR over the next 8 years and more than double in size by 2034. It could reach about a $700 billion market size. And if that happens, Cipher may be a significant beneficiary in my opinion. Sure enough, this strengthens my bullish thesis, right? Crypto Has Been Muted. But Not for Long? In my last piece I wrote that crypto consolidation is a risk. But I also stated that Cipher Digital was built to withstand the turbulence. Now, it surely could be that Bitcoin breaks through the bottoming, and we could see another leg up. The recent price action looks prom...
Clifton George admits manslaughter but denies murder of Annabel Rook, whom he stabbed at least 22 times A woman was fatally stabbed by her partner before he triggered a gas explosion at their east London home last summer, a court has heard. Clifton George, 45, is accused of murdering 46-year-old Annabel Rook during an argument at their home in Dumont Road, Stoke Newington, on 17 June 2025. Continu...
Clifton George admits manslaughter but denies murder of Annabel Rook, whom he stabbed at least 22 times A woman was fatally stabbed by her partner before he triggered a gas explosion at their east London home last summer, a court has heard. Clifton George, 45, is accused of murdering 46-year-old Annabel Rook during an argument at their home in Dumont Road, Stoke Newington, on 17 June 2025. Continue reading...
georgeclerk/iStock Unreleased via Getty Images In my last thesis , Amazon ( AMZN ) was rated a Strong Buy, targeting $350 by late 2026 based on its business-evolution into an Agentic Economy. By synergizing its own Trainium3 silicon with its AgentCore framework, AWS is shifting from a traditional cloud utility into an autonomous labor-substitution ecosystem. This vertically integrated stack is bac...
georgeclerk/iStock Unreleased via Getty Images In my last thesis , Amazon ( AMZN ) was rated a Strong Buy, targeting $350 by late 2026 based on its business-evolution into an Agentic Economy. By synergizing its own Trainium3 silicon with its AgentCore framework, AWS is shifting from a traditional cloud utility into an autonomous labor-substitution ecosystem. This vertically integrated stack is backing an economic moat that is lowering inference costs and building high-margin data gravity. Although sum-of-the-parts valuation supported a $3.3 trillion enterprise value, that bullish outlook is counterbalanced by a CapEx-Depreciation divergence. I pointed out that rapid AI hardware obsolescence against $125 billion+ infrastructure outlays risks big FCF erosion if agentic monetization lags. SeekingAlpha Now, in the current article, my focus is that the Wall Street consensus misprices Amazon stock by evaluating it through the old lens of e-commerce multiples and cloud computing projections (in my opinion). My analysis of Q1-FY2026 indicates that Amazon has crossed a technological + financial singularity. The singularity is that Amazon is abstracting planetary-scale infrastructure into highly monetizable high-margin APIs. Wall Street is currently compressing/penalizing Amazon for its $200 billion 2026 CapEx super-cycle that drove TTM FCF down 95% to $1.2 billion . However, this is a derisked J-Curve arbitrage, in my stance. Amazon is borrowing at optimized rates to build gigawatt-scale data centers and custom silicon that are backed by $464+ billion in non-cancellable forward revenue commitments. Alongside doing so, Amazon has erected 4 single-seller business bases. These bases are Silicon-as-a-Service, Stateful Agentic Networks, Physical Supply Chain Abstraction [ASCS], and Orbital Data Gravity (Leo). This article works out the updated structural long thesis, the asymmetric systemic risks, a specific Order-Backlog to Normalized Cash Flow [OB-NCF] valuation, and the Alpha ...
georgeclerk/iStock Unreleased via Getty Images In my last thesis , Amazon ( AMZN ) was rated a Strong Buy, targeting $350 by late 2026 based on its business-evolution into an Agentic Economy. By synergizing its own Trainium3 silicon with its AgentCore framework, AWS is shifting from a traditional cloud utility into an autonomous labor-substitution ecosystem. This vertically integrated stack is bac...
georgeclerk/iStock Unreleased via Getty Images In my last thesis , Amazon ( AMZN ) was rated a Strong Buy, targeting $350 by late 2026 based on its business-evolution into an Agentic Economy. By synergizing its own Trainium3 silicon with its AgentCore framework, AWS is shifting from a traditional cloud utility into an autonomous labor-substitution ecosystem. This vertically integrated stack is backing an economic moat that is lowering inference costs and building high-margin data gravity. Although sum-of-the-parts valuation supported a $3.3 trillion enterprise value, that bullish outlook is counterbalanced by a CapEx-Depreciation divergence. I pointed out that rapid AI hardware obsolescence against $125 billion+ infrastructure outlays risks big FCF erosion if agentic monetization lags. SeekingAlpha Now, in the current article, my focus is that the Wall Street consensus misprices Amazon stock by evaluating it through the old lens of e-commerce multiples and cloud computing projections (in my opinion). My analysis of Q1-FY2026 indicates that Amazon has crossed a technological + financial singularity. The singularity is that Amazon is abstracting planetary-scale infrastructure into highly monetizable high-margin APIs. Wall Street is currently compressing/penalizing Amazon for its $200 billion 2026 CapEx super-cycle that drove TTM FCF down 95% to $1.2 billion . However, this is a derisked J-Curve arbitrage, in my stance. Amazon is borrowing at optimized rates to build gigawatt-scale data centers and custom silicon that are backed by $464+ billion in non-cancellable forward revenue commitments. Alongside doing so, Amazon has erected 4 single-seller business bases. These bases are Silicon-as-a-Service, Stateful Agentic Networks, Physical Supply Chain Abstraction [ASCS], and Orbital Data Gravity (Leo). This article works out the updated structural long thesis, the asymmetric systemic risks, a specific Order-Backlog to Normalized Cash Flow [OB-NCF] valuation, and the Alpha ...
Ted Turner created CNN in 1980, revolutionising the way America, and the world, got their news, and then went on to become one of the most prominent business leaders and philanthropists of his era. A brash risk taker, Turner – whose death aged 87 was announced on Wednesday – helped reshape the television industry in the late 20th century. He also made a name for himself with spectacular business d...
Ted Turner created CNN in 1980, revolutionising the way America, and the world, got their news, and then went on to become one of the most prominent business leaders and philanthropists of his era. A brash risk taker, Turner – whose death aged 87 was announced on Wednesday – helped reshape the television industry in the late 20th century. He also made a name for himself with spectacular business deals, his ownership of professional sports clubs, a marriage to actress Jane Fonda, his leadership...
The composer himself never matched the joy, optimism and boldness of his first teenage symphony, as the chill of Stalinism settled on his music This week we mark two extraordinary centenaries. Sir David Attenborough ’s, of course, but only four days after the birth of the bona fide national treasure, Dmitri Shostakovich’s First Symphony also first saw the light of day – premiered in Leningrad on 1...
The composer himself never matched the joy, optimism and boldness of his first teenage symphony, as the chill of Stalinism settled on his music This week we mark two extraordinary centenaries. Sir David Attenborough ’s, of course, but only four days after the birth of the bona fide national treasure, Dmitri Shostakovich’s First Symphony also first saw the light of day – premiered in Leningrad on 12 May 1926. The 19-year-old’s composition was played by the Leningrad Philharmonic, conducted by Nicolai Malko. The symphony’s four-movement structure is just about the only conventional feature it has. The teenage Shostakovich had imbibed all the lessons he could about what orchestral music should sound like and how it should behave, and was bold enough to subvert all those ideas and send them up. There is no forelock-tugging to earlier generations of Russian symphonists and orchestral pioneers; instead, Shostakovich’s First resounds with a self-confidence that’s both optimistic and deliciously sardonic. Continue reading...
I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
Markets are displaying a dangerous degree of complacency, Barclays argues. To justify and build on recent equity market ebullience, risk appetite needs a resolution in the Middle East.
Markets are displaying a dangerous degree of complacency, Barclays argues. To justify and build on recent equity market ebullience, risk appetite needs a resolution in the Middle East.