NVIDIA (NasdaqGS:NVDA) is launching new Vera Rubin powered AI factories that connect directly with US utilities to support grid aware AI infrastructure. The company is introducing a Vera Rubin DSX reference architecture developed with major energy utilities and infrastructure partners. NVIDIA is expanding into physical AI through robotics, security, and simulation partnerships, including work with...
NVIDIA (NasdaqGS:NVDA) is launching new Vera Rubin powered AI factories that connect directly with US utilities to support grid aware AI infrastructure. The company is introducing a Vera Rubin DSX reference architecture developed with major energy utilities and infrastructure partners. NVIDIA is expanding into physical AI through robotics, security, and simulation partnerships, including work with Asylon. The company is also rolling out open models and composable AI cloud blueprints with...
ISerg/iStock via Getty Images Having a good margin of safety is a good mantra to live by when it comes to income investing. In the words of Warren Buffett, “When you build a bridge, you insist that it can carry 30,000 pounds, but you only drive 10,000-pound trucks across it.” Sleeping well at night means that you don’t overpay for a stock. What’s even better is if the stock pays you a handsome yie...
ISerg/iStock via Getty Images Having a good margin of safety is a good mantra to live by when it comes to income investing. In the words of Warren Buffett, “When you build a bridge, you insist that it can carry 30,000 pounds, but you only drive 10,000-pound trucks across it.” Sleeping well at night means that you don’t overpay for a stock. What’s even better is if the stock pays you a handsome yield for owning it, which further de-risks your initial principal. This brings me to the following two high-yielding picks, both of which carry decent margins of safety and have strong dividend track records, offering the best of both worlds. Let’s explore what makes each a compelling ‘Buy’ for value and income! No. 1: Ares Capital – 10.5% Yield Ares Capital ( ARCC ) is the largest BDC by asset size and is externally managed by Ares Management ( ARES ). ARES is a global asset manager with $623 billion in AUM, of which $407 billion is tied to private credit. ARES’ broad credit market expertise helps to ensure that ARCC has a pipeline of vetted deal flow. ARCC’s investment portfolio is primarily comprised of first-lien senior secured debt, which comprises 69% of portfolio total when including its stake in Ivy Hill Asset Management. Software represents 24% of portfolio total, followed by Healthcare at 11% and Commercial Services at 9%. The average portfolio company investment represents just 0.2% of total. As shown below, top 15 investments represent just one quarter of the portfolio and the remaining 75% is comprised of 588 companies. Investor Presentation ARCC demonstrated solid performance during Q4 2025, generating a return on equity of over 10% and NII per share of $0.50. This more than covered the $0.48 quarterly dividend rate. ARCC has remarkably paid an uninterrupted and overall growing dividend since 2009. While NAV per share declined slightly by 0.35% sequentially, it’s up by 0.25% from a year ago. As shown below, ARCC’s NAV per share has meaningfully risen from $16.50...
A new set of rules governing executives at China’s state-owned enterprises signals Beijing’s latest effort to tighten control over a sector long plagued by corruption. The revised guidelines governing the conduct of state enterprise leaders issued by the Communist Party’s Central Committee and the State Council, mark the most significant update since the rules were first introduced in 2009.
A new set of rules governing executives at China’s state-owned enterprises signals Beijing’s latest effort to tighten control over a sector long plagued by corruption. The revised guidelines governing the conduct of state enterprise leaders issued by the Communist Party’s Central Committee and the State Council, mark the most significant update since the rules were first introduced in 2009.
Hedge fund tycoon faces questions in court over sexual harassment allegations that have left his career in tatters Facing a litany of questions over sexual harassment allegations that have left his career in tatters, hedge fund tycoon Crispin Odey told a court he does not remember cornering a female employee after a boozy lunch and saying to her “I could attack you now”. The 67-year-old made the c...
Hedge fund tycoon faces questions in court over sexual harassment allegations that have left his career in tatters Facing a litany of questions over sexual harassment allegations that have left his career in tatters, hedge fund tycoon Crispin Odey told a court he does not remember cornering a female employee after a boozy lunch and saying to her “I could attack you now”. The 67-year-old made the comments during his first day in the witness box, as part of a three-week court case which Odey hopes will overturn the City regulator’s decision to ban him from the UK’s financial services industry. Continue reading...
Broadcom's Infrastructure Software revenue hits $6.8B as VMware grows and bookings top $9.2B, with AI-driven VCF demand and new Symantec CBX boosting outlook.
Broadcom's Infrastructure Software revenue hits $6.8B as VMware grows and bookings top $9.2B, with AI-driven VCF demand and new Symantec CBX boosting outlook.
adventtr/iStock via Getty Images Two things can be true at once. It’s no secret that we crave convenience. That’s why we have refrigerators instead of ice boxes. It’s why we eat out, or call for delivery, instead of cooking for ourselves. It’s why some folks hire personal shoppers. Oddly, though, we’re also craving self reliance. Big businesses have grown up around DIY (do-it-yourself) home repair...
adventtr/iStock via Getty Images Two things can be true at once. It’s no secret that we crave convenience. That’s why we have refrigerators instead of ice boxes. It’s why we eat out, or call for delivery, instead of cooking for ourselves. It’s why some folks hire personal shoppers. Oddly, though, we’re also craving self reliance. Big businesses have grown up around DIY (do-it-yourself) home repair and auto maintenance . You, too, appreciate DIY — at least for investing. I know that because you’re here on Seeking Alpha. A few decades ago, you’d have probably leaned on your dedicated high-priced stock broker for the kinds of information and insights you get here.. And many folks support and patronize BYOB (bring-your-own-bottle ) eateries that can’t or choose not to get licensed to serve alcoholic beverages. What about utilities. Some hardy folks like to do even this one their own. But these are sufficiently exceptional to warrant them being the subject of televised entertainment. (See, e.g. Love Off the Grid .) Shows like that can be charming. But this is not for businesses, especially those with substantial needs for power. Guess again. BYOP (Bring Your Own Power) is gaining ground. That’s because we’re wrestling with a perfect storm that’s matching… A long period of significant underinvestment in, and now the aging of, our electrical generating capabilities, accompanied by… Needs for more and more reliable power than even the boldest visionaries could have imagined just a few years ago. If you Google the topic, you’re likely to be overpowered by information and all sorts of supporting data. I tried recently to boil it down for readers in my 2/24/26 article on Hubbell ( HUBB ). This situation is the downside of our still-unfolding technological revolution. And even heroic efforts on the part of companies like HUBB may not be enough. BE IR That’s why the new BYOP trend is coming into its own. “Buy” rated Bloom Energy ( BE ) is playing a very important role in this. H...
Dianne C. Whitfield, Chief Human Resources Officer at Tarsus Pharmaceuticals (NASDAQ:TARS) , reported the direct sale of 12,274 shares of common stock in multiple open-market transactions between March 17 and March 19, 2026, as disclosed in the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($68.36); post-transaction value based on trade-date close price ...
Dianne C. Whitfield, Chief Human Resources Officer at Tarsus Pharmaceuticals (NASDAQ:TARS) , reported the direct sale of 12,274 shares of common stock in multiple open-market transactions between March 17 and March 19, 2026, as disclosed in the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($68.36); post-transaction value based on trade-date close price as per SEC Form 4 filing. * 1-year performance is calculated using March 19th, 2026 as the reference date. Continue reading
The chancellor was meant to set out her contingency plans but it was an announcement without any announcements in it You have to feel a bit sorry for the chancellor. Roughly four weeks ago, Rachel Reeves had come to the Commons to deliver her spring statement. A moderately upbeat picture of the nation’s finances that didn’t necessarily coincide with people’s lived experience. Still, it more or les...
The chancellor was meant to set out her contingency plans but it was an announcement without any announcements in it You have to feel a bit sorry for the chancellor. Roughly four weeks ago, Rachel Reeves had come to the Commons to deliver her spring statement. A moderately upbeat picture of the nation’s finances that didn’t necessarily coincide with people’s lived experience. Still, it more or less did the trick. Bought her another six months until the autumn budget. Or so she thought. Now, thanks to the orange manchild sociopath in the White House, her forecasts are in tatters. And Reeves can’t even begin to assess the damage because there is no end to the war in sight. In the best-case scenario, the economy might just be in intensive care. The worst doesn’t bear thinking about. A full-scale financial meltdown. There again, we don’t even know what the world will look like in the next few weeks, let alone the next six months. Continue reading...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.50%. June E-mini S&P futures (ESM26 ) are down -0.174%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.50%. June E-mini S&P futures (ESM26 ) are down -0.174%, and June E-mini Nasdaq futures...
Max Zolotukhin/iStock via Getty Images Strong macros, soft returns India’s macroeconomic credentials remain strong, with the country continuing to post one of the highest growth rates among major economies - above 7% for three consecutive years 1 - despite persistent global headwinds. Growth has been upheld by resilient domestic demand, public investment, and policy initiatives. However, these fav...
Max Zolotukhin/iStock via Getty Images Strong macros, soft returns India’s macroeconomic credentials remain strong, with the country continuing to post one of the highest growth rates among major economies - above 7% for three consecutive years 1 - despite persistent global headwinds. Growth has been upheld by resilient domestic demand, public investment, and policy initiatives. However, these favourable macro fundamentals have not translated into financial market performance. The INR has weakened, capital inflows have been subdued, and asset returns have been relatively muted. Gains in Indian equities have moderated amid elevated valuations, while monetary easing 2 has compressed yields on debt instruments, making them less attractive for new investors. Against this backdrop, gold stands out as a notable outperformer (Chart 1). Chart 1: Gold in the lead Returns of key assets in 2025 and y-t-d in INR* *As of 6 March 2026, in INR. Indices used: MCX Gold Spot Index, CRISIL Corporate Bond Index, Nifty TRI Total Return Index, ICE BoFA Govt Bond Index, India Govt 3M T-bill Index. Sources: Bloomberg, ICE Benchmark Administration, World Gold Council While the broad-based strength of economic activity suggests growth momentum is likely to persist, risks to the outlook stem largely from external uncertainties – spillover from geopolitical tensions, volatility in the global financial markets, and uncertain global economic prospects, all of which have intensified since the beginning of 2026. The implications of the ongoing West Asian conflict are particularly significant for India, 3 from energy supplies to trade and capital flows. Prolonged disruption could exert pressure on inflation, the INR, and sectoral performance. Gold has emerged as one of the strongest performing assets in recent years, outperforming equities, bonds, and currencies as investors have sought protection against geopolitical tensions, policy uncertainty, and inflation risks. Price momentum has further rei...
Protesters Rally Outside OpenAI, Anthropic, And xAI Offices Over Industry Concerns Authored by Jason Nelson via decrypt.co , In brief 200 protesters marched from Anthropic to OpenAI and xAI offices in San Francisco. Activists called on AI companies to pause development of new frontier AI models. Organizer Michael Trazzi previously staged a multi-week hunger strike outside Google DeepMind. Proteste...
Protesters Rally Outside OpenAI, Anthropic, And xAI Offices Over Industry Concerns Authored by Jason Nelson via decrypt.co , In brief 200 protesters marched from Anthropic to OpenAI and xAI offices in San Francisco. Activists called on AI companies to pause development of new frontier AI models. Organizer Michael Trazzi previously staged a multi-week hunger strike outside Google DeepMind. Protesters took to the streets of San Francisco on Saturday, stopping outside the offices of Anthropic, OpenAI, and xAI to call for a conditional pause in the development of increasingly powerful artificial intelligence. According to Stop the AI Race founder and documentarian Michael Trazzi , roughly 200 protesters participated in the demonstration. Participants included researchers, academics, and members of advocacy groups such as the Machine Intelligence Research Institute, PauseAI, QuitGPT, StopAI, and Evitable. “There are a lot of people who care about this risk from advanced AI systems,” Trazzi told Decrypt. “Having everyone marching together shows people are not isolated in thinking about this by themselves. There are a lot of people who care about this. ” The march began at noon outside Anthropic’s offices, then moved to OpenAI and then to xAI. At each stop, activists and speakers from the participating organizations addressed protesters. According to Trazzi, the protest aimed to push AI companies to agree to a coordinated pause in building more powerful AI models and create treaties with AI developers in other countries to do the same. “If China and the U.S. agreed to stop building more dangerous models, they could focus on making the systems better for us, like medical AI,” he said. “Everyone would be better off.” Stop the AI Race’s proposal calls for companies to stop building new frontier models and shift work toward safety, if other major labs "credibly do the same," which Trazzi said makes protesting in front of AI labs’ offices more important. Steady opposition The p...
imaginima/iStock via Getty Images Rocket Lab ( RKLB ) stock has lost around 2% since my last report. That is not a noteworthy price development. The company, however, did announce a $1 billion capital raise , which is an interesting development to analyze. In this report, I discuss the capital raise and the forward nature of the capital raise. Capital Raise Is Not A Major Surprise Rocket Lab cash ...
imaginima/iStock via Getty Images Rocket Lab ( RKLB ) stock has lost around 2% since my last report. That is not a noteworthy price development. The company, however, did announce a $1 billion capital raise , which is an interesting development to analyze. In this report, I discuss the capital raise and the forward nature of the capital raise. Capital Raise Is Not A Major Surprise Rocket Lab cash burn and capital raises. (The Aerospace Forum) Rocket Lab’s capital increase is not a major surprise. The table above shows Rocket Lab’s main use of cash compiled using data from Seeking Alpha . The company raised $1.27 billion in capital last year from the issuance of shares. After share repurchases, this would come in at around $1.16 billion in net capital raised from shareholders. Since 2020, the company has raised $2.1 billion from shareholders. At the same time, the company had an operating cash burn of $519.4 million with CapEx of $371.3 million bringing the free cash flow burn to $890.7 million plus an additional $295.8 million used in cash acquisitions. This brings the total cash burn to $1.2 billion with around $2.1 billion raised from shareholders. The expectation is that Rocket Lab will turn cash positive from operating cash flow perspective this year, but CapEx will still exceed operating cash flow. So, this is expected to be another year of cash burns. The company ended the year with over $1 billion in cash, so it is well capitalized. However, at the same time we note that the company has undergone several strategic pivots over the years. The first one is that the company transformed from a launch provider to an end-to-end vertically integrated company. It did so by acquiring other companies. The company’s Space System segment reported $402.8 million in revenues in 2025 marking a 30% increase. Part of that growth is inorganic. Unfortunately, Rocket Lab does not disclose its inorganic growth, but I do believe that inorganic growth is a major part of the growth s...
Eoneren Abivax ( ABVX ) shares fell on Tuesday following the company’s 2025 financials, as its CEO suggested that the biotech is not rushing to pursue deals ahead of a key late-stage trial readout for its lead asset, obefazimod. Shares of the French biotech have rallied more than 1,400% over the past 12 months amid takeover speculation linked to leading drugmakers such as Eli Lilly ( LLY ) and Ast...
Eoneren Abivax ( ABVX ) shares fell on Tuesday following the company’s 2025 financials, as its CEO suggested that the biotech is not rushing to pursue deals ahead of a key late-stage trial readout for its lead asset, obefazimod. Shares of the French biotech have rallied more than 1,400% over the past 12 months amid takeover speculation linked to leading drugmakers such as Eli Lilly ( LLY ) and AstraZeneca ( AZN ). “It’s more logical again, for outside of the U.S. to wait post maintenance,” CEO Marc de Garidel told CNBC on Tuesday in response to a question on deal-making hopes as topline data from a pivotal Phase 3 trial for obefazimod in ulcerative colitis is expected in late Q2 2026. “Because, as you know, the terms are going to be better… since we’re confident that this study is going to read positively,” de Garidel added. “Why hurry," when there are three more months for the readout, he added. De Garidel said that it is “really likely” that the company will raise capital through a combination of equity and debt after the readout. “We are currently assessing how much money we need to raise in, let’s say, late June… to take us to profitability,” he said, noting that at least several million in funds will likely be raised. The CEO also announced plans for a market rollout of obefazimod, subject to positive data from the study. “After the maintenance readout, outside of the U.S., we will look for a partner, or partners, depending upon who is interested and the profile of those companies, to try to launch outside of the U.S.," de Garidel said. With its financials, the company announced the appointment of Michael Nesrallah, a former U.S. head for Takeda’s ( TAK ) inflammatory bowel disease business, as its chief commercial officer. The company also said that Keith Fournier, a former vice president of global regulatory affairs at the EMD Serono unit of Merck KGaA ( MKGAF ), will be its senior vice president of global regulatory affairs. Abivax ( ABVX ) added that Didier...
Delta Air Lines said on Tuesday it would suspend special services for members of Congress, citing the impact of a partial government shutdown that has disrupted US air travel. “Due to the impact on resources from the long-standing government shutdown, Delta will temporarily suspend speciality services to members of Congress flying Delta. “Next to safety, Delta’s no. 1 priority is taking care o...
Delta Air Lines said on Tuesday it would suspend special services for members of Congress, citing the impact of a partial government shutdown that has disrupted US air travel. “Due to the impact on resources from the long-standing government shutdown, Delta will temporarily suspend speciality services to members of Congress flying Delta. “Next to safety, Delta’s no. 1 priority is taking care of our people and customers, which has become increasingly difficult in the current environment,” the...
EyeEm Mobile GmbH/iStock via Getty Images The 30-year rate ( US30Y ) is again knocking on the door of 5%, and the 10-year rate ( US10Y ) is nearing a level that could trigger a long-term breakout to 4.6%. While much needs to be accomplished for both to break out of their multi-year trading ranges, the surge in oil is possibly the best chance for these breakouts to happen. Oil As The Driver Every a...
EyeEm Mobile GmbH/iStock via Getty Images The 30-year rate ( US30Y ) is again knocking on the door of 5%, and the 10-year rate ( US10Y ) is nearing a level that could trigger a long-term breakout to 4.6%. While much needs to be accomplished for both to break out of their multi-year trading ranges, the surge in oil is possibly the best chance for these breakouts to happen. Oil As The Driver Every attempt by the 10-year and 30-year Treasury rates to break out has failed, despite plenty of opportunities. At the same time, there have also been opportunities for both to break lower in recent months, yet neither has occurred. It was almost as if the markets had been waiting this whole time to find a strong reason to determine what the next major move might be. Given the geopolitical tensions in the Middle East, oil has finally broken out, and it is taking the 10- and 30-year Treasury rates along for the ride. Looking back, we can see that long-end rates and oil prices have been closely tied. Mostly, with oil prices leading the way. Oil prices (CL1:COM, CO1:COM) peaked in 2022 and traded lower until the start of 2026. This left long-end rates in a long-term period of sideways consolidation. The fact that oil prices were falling helped act as a disinflationary force, which more or less brought headline inflation lower. TradingView However, now that oil prices have surged dramatically, the disinflation impulse seen over the past four years is gone, and, depending on how long the war rages, disinflation could turn into inflation. Resulting in long-end rising. Technicals Show Upside Potential The 10-year rate still has plenty of work to do, but there is a giant downward-sloping trendline in the chart currently that would suggest that if the 10-year reaches and, more importantly, breaks above it, that 10-year rates could be heading back to their cycle highs in October 2023 at 5%. But for that to happen, the 10-year first needs to break above that downtrend at 4.5% to 4.6%. The ...
Oil prices have been excruciatingly volatile since the start of the year. They soared as tensions with Iran grew. Brent oil, the global benchmark, peaked near $120 a barrel after Iran struck energy infrastructure in the Persian Gulf. However, Brent has more recently fallen back toward the $100-a-barrel level on news of productive conversations between the U.S. and Iran. Crude could continue to fal...
Oil prices have been excruciatingly volatile since the start of the year. They soared as tensions with Iran grew. Brent oil, the global benchmark, peaked near $120 a barrel after Iran struck energy infrastructure in the Persian Gulf. However, Brent has more recently fallen back toward the $100-a-barrel level on news of productive conversations between the U.S. and Iran. Crude could continue to fall if those talks lead to a ceasefire or soar if tensions reignite. All this volatility makes it challenging to invest in oil stocks . Here are two oil stocks that can weather the current market turbulence. Image source: Getty Images. Continue reading
Advanced Micro Devices rides 39% Data Center surge to $5.38 billion as EPYC CPUs and Instinct GPUs drive cloud growth, but NVIDIA and Broadcom competition intensifies.
Advanced Micro Devices rides 39% Data Center surge to $5.38 billion as EPYC CPUs and Instinct GPUs drive cloud growth, but NVIDIA and Broadcom competition intensifies.
Arm Holdings announced a new artificial intelligence data center chip on Tuesday which it said will add billions of dollars of revenue and represent a significant shift in the company's strategy. So-called agentic AI has jumpstarted demand for the central processing units (CPUs) produced by the likes of Intel and Advanced Micro Devices. For years, Arm, majority-owned by Japan's SoftBank Group, ha...
Arm Holdings announced a new artificial intelligence data center chip on Tuesday which it said will add billions of dollars of revenue and represent a significant shift in the company's strategy. So-called agentic AI has jumpstarted demand for the central processing units (CPUs) produced by the likes of Intel and Advanced Micro Devices. For years, Arm, majority-owned by Japan's SoftBank Group, has relied only on intellectual property for revenue, licensing its designs to companies such as Qualcomm and Nvidia and then collecting a royalty payment based on the number of units sold.