Aaron David Miller, senior fellow at Carnegie Endowment for International Peace, joined Balance of Power to discuss the recent escalation in the Middle East. He said Iran will go to "extreme lengths" to ensure it exercises some control over the Strait of Hormuz. (Source: Bloomberg)
Aaron David Miller, senior fellow at Carnegie Endowment for International Peace, joined Balance of Power to discuss the recent escalation in the Middle East. He said Iran will go to "extreme lengths" to ensure it exercises some control over the Strait of Hormuz. (Source: Bloomberg)
AI is top of mind at Sun Valley for the Allen & Co annual gathering of media, technology and finance moguls - with tech leaders including Tim Cook, Alex Karp, Jeff Bezos, and Bill Gates in attendance. Bloomberg's Michelle Davis joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)
AI is top of mind at Sun Valley for the Allen & Co annual gathering of media, technology and finance moguls - with tech leaders including Tim Cook, Alex Karp, Jeff Bezos, and Bill Gates in attendance. Bloomberg's Michelle Davis joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)
AI is dominating venture capital, with OpenAI, Anthropic and xAI attracting a huge share of global funding. Eric Hippeau, managing partner at Lerer Hippeau, joins Ed Ludlow on "Bloomberg Tech" to discuss what that means for startups and the broader VC market. (Source: Bloomberg)
AI is dominating venture capital, with OpenAI, Anthropic and xAI attracting a huge share of global funding. Eric Hippeau, managing partner at Lerer Hippeau, joins Ed Ludlow on "Bloomberg Tech" to discuss what that means for startups and the broader VC market. (Source: Bloomberg)
Walmart (NASDAQ:WMT) operates as a global retail powerhouse that sells groceries, daily consumables, and general merchandise through thousands of physical stores and expanding e-commerce platforms. It agreed to acquire the connected TV advertising platform Vibe.co in June 2026 and opened a third owned milk processing facility, while it reported about 3% net income margin for the quarter ended Apri...
Walmart (NASDAQ:WMT) operates as a global retail powerhouse that sells groceries, daily consumables, and general merchandise through thousands of physical stores and expanding e-commerce platforms. It agreed to acquire the connected TV advertising platform Vibe.co in June 2026 and opened a third owned milk processing facility, while it reported about 3% net income margin for the quarter ended April 30, 2026. Target (NYSE:TGT) operates as a general merchandise retailer providing food, apparel, and home decor to consumers across the United States through its store network and digital channels. Continue reading
The "Magnificent Seven" plan to spend more than $700 billion on artificial intelligence capital expenditures this year, a big step up from the $400 billion or so the group spent in 2025. In 2025, whenever hyperscalers announced plans to increase their AI-related capex, their stocks surged. But now, that spending has become a major point of contention in the market, primarily because investors are ...
The "Magnificent Seven" plan to spend more than $700 billion on artificial intelligence capital expenditures this year, a big step up from the $400 billion or so the group spent in 2025. In 2025, whenever hyperscalers announced plans to increase their AI-related capex, their stocks surged. But now, that spending has become a major point of contention in the market, primarily because investors are worried that the returns on these massive investments may not live up to the hype. In particular, investors are worried that hyperscalers may overbuild AI infrastructure. Meta Platforms (NASDAQ: META) CEO Mark Zuckerberg may have just given us a big hint about how valid those concerns might be. Continue reading
tum3123/iStock via Getty Images Market Overview Emerging markets rallied in the second quarter as AI momentum among some of the largest technology names accelerated amid vigorous earnings results. The MSCI Emerging Markets Index rose 24.1% for the quarter, outperforming most global equity markets due to strength in South Korea, which surged 87.6%, and Taiwan, which jumped 48.9%. In an encouraging ...
tum3123/iStock via Getty Images Market Overview Emerging markets rallied in the second quarter as AI momentum among some of the largest technology names accelerated amid vigorous earnings results. The MSCI Emerging Markets Index rose 24.1% for the quarter, outperforming most global equity markets due to strength in South Korea, which surged 87.6%, and Taiwan, which jumped 48.9%. In an encouraging sign of broadening beyond AI, India rose 10.1%. Among EM's largest markets, China (-6.6%) and Brazil (-8.2%), lagged, with the world's second-largest economy hurt by a stagnant property sector and sluggish consumer spending while Brazil was impacted by a weakening currency and uncertainty heading into its general election. From a sector standpoint, index performance was similarly concentrated with information technology (IT) up 73.3% and industrials ahead 18.2% while everything else underperformed. Consumer discretionary (-10.0%) was the worst-performing sector, pulled down by weaker consumer spending in China and negative sentiment over increased AI capex by Chinese e-commerce companies, while energy (-9.9%) lagged as commodity prices declined on hopes for a resolution to the Middle East conflict. While we have rarely seen such concentrated performance in EM, it is important to note that the largest share price moves have been earnings driven and valuations remain reasonable. While SK Hynix shares soared 225% in the second quarter, net earnings for the South Korea memory provider grew even faster at over 320%. As of June 30, SK Hynix and Samsung Electronics traded at 6.8x and 6.2x next-12-month earnings, respectively, according to consensus estimates from FactSet, and Taiwan Semiconductor at a forward P/E of 21.2x. These multiples compare to a forward P/E of 12.2x for the MSCI Emerging Markets Index. We are also encouraged by signs of wider market strength. Financials was the best-performing sector in June, reflecting healthy fundamentals in areas like India that are less ...
Bloomberg’s Ed Ludlow breaks down mixed tech markets following US-Iran jitters, which revived risk-off sentiment and sent oil higher. Plus, OpenAI gets a $520 million credit line from Bank of America, while the ChatGPT maker prepares to roll out its most advanced model on Thursday. And, Eric Hippeau from Lerer Hippeau discusses the early stage investing landscape at a time of ballooning AI valuati...
Bloomberg’s Ed Ludlow breaks down mixed tech markets following US-Iran jitters, which revived risk-off sentiment and sent oil higher. Plus, OpenAI gets a $520 million credit line from Bank of America, while the ChatGPT maker prepares to roll out its most advanced model on Thursday. And, Eric Hippeau from Lerer Hippeau discusses the early stage investing landscape at a time of ballooning AI valuations. (Source: Bloomberg)
Joe Raedle/Getty Images News SpaceXAI ( SPCX ) has released its latest frontier model, Grok 4.5, with a focus on coding, science, engineering, and math and improved token economics compared to rivals, the Elon Musk-led company said. The model is available today in the U.S. through Grok Build, Cursor and the SpaceXAI console. It is expected to expand to the European Union in the next week or so. "G...
Joe Raedle/Getty Images News SpaceXAI ( SPCX ) has released its latest frontier model, Grok 4.5, with a focus on coding, science, engineering, and math and improved token economics compared to rivals, the Elon Musk-led company said. The model is available today in the U.S. through Grok Build, Cursor and the SpaceXAI console. It is expected to expand to the European Union in the next week or so. "Grok 4.5 is delivered at an incredibly competitive cost compared to other leading models," SpaceXAI said in a release. "Grok 4.5 is priced at $2 per million input tokens and $6 per million output tokens. The model also achieves roughly 2x the token efficiency of comparable leading models, solving tasks in under half the number of steps. Overall, Grok 4.5 delivers the highest intelligence per unit of time and cost." Grok 4.5 ranked just behind Anthropic's ( ANTHRO ) Fable and OpenAI's ( OPENAI ) GPT-5.5 in the major benchmarks. For example, in Terminal Bench 2.1, Grok 4.5 scored 83.3% compared to Fable's 84.3% and GPT-5.5's 83.4%. In the SWE Bench Pro, Fable scored 80.4%, Opus 4.8 scored 69.2% and Grok 4.5 posted a 64.7% resolve rate. Grok 4.5 was trained on tens of thousands of Nvidia's ( NVDA ) GB300 chips. The company said in addition to science and coding, it also excels at handling office-related tasks. "It is an Opus-class model, but faster, more token-efficient and lower cost," Musk posted on X on Wednesday. More on SpaceX SpaceX: Junk Bond Yield, But Stock Is A Surprising Buy SpaceX Nasdaq-100 Inclusion Flashes A Historic 'Sell-The-News' Warning Wall Street Brunch: Options Spy SpaceX Pop Elon Musk: SpaceXAI to expand Grok 4.5 access after strong beta feedback Spire Global deploys ten satellites on SpaceX’s Transporter-17 rideshare
The feature can do things like apply cinematic relighting to brighten up a dark clip, swap out a plain background for something fun, or add artistic styles to videos.
The feature can do things like apply cinematic relighting to brighten up a dark clip, swap out a plain background for something fun, or add artistic styles to videos.
South_agency/E+ via Getty Images Investors Should Know: Enterprise cybersecurity is shifting toward AI-driven security operations and post-quantum defenses, creating distinct opportunities across a range of publicly traded companies with exposure to these two emerging segments. Background Enterprise cybersecurity is undergoing a structural shift. Organizations are no longer just defending traditio...
South_agency/E+ via Getty Images Investors Should Know: Enterprise cybersecurity is shifting toward AI-driven security operations and post-quantum defenses, creating distinct opportunities across a range of publicly traded companies with exposure to these two emerging segments. Background Enterprise cybersecurity is undergoing a structural shift. Organizations are no longer just defending traditional networks. Rather, they are now protecting AI models, data pipelines, and autonomous agents that have become embedded in core business workflows. Two forces are driving this change. First, AI is being used both as a target that needs protection and as a tool to improve threat analysis, incident triage, and security operations. Second, the rise of quantum computing is pushing enterprises to begin migrating their encryption and identity infrastructure before current standards become vulnerable. Stocks to Watch The cybersecurity landscape includes a range of publicly traded companies operating across these segments. Cloudflare, Inc. ( NET ) and Zscaler, Inc. ( ZS ) are among the larger pure-play cybersecurity names, with market caps of approximately $95 billion and $24 billion, respectively. Tenable Holdings, Inc. ( TENB ) and Qualys, Inc. ( QLYS ) focus on vulnerability management and security assessment. SEALSQ Corp ( LAES ) is positioned specifically around post-quantum cryptography, PKI modernization, and hardware-based security infrastructure. Other publicly traded names in the space include Netskope, Inc. ( NTSK ), A10 Networks, Inc. ( ATEN ), Clear Secure, Inc. ( YOU ), Arqit Quantum Inc. ( ARQQ ), and WISeKey International Holding AG ( WKEY ), spanning identity security, network delivery, and quantum-safe encryption. Looking at quantum computing names, as that sector continues to draw significant investor attention and impact the ways companies structure their security needs, here are some of the large players associated with that theme: Quantinuum ( QNT ), IonQ ( I...
panumas nikomkai/iStock via Getty Images Vistance Networks ( VISN ) is a communications infrastructure company that provides networking solutions for broadband, enterprise, data center, and wireless communications markets. The company is focused on high-growth connectivity segments, including enterprise Wi-Fi, intelligent network infrastructure, and broadband access solutions. The company generate...
panumas nikomkai/iStock via Getty Images Vistance Networks ( VISN ) is a communications infrastructure company that provides networking solutions for broadband, enterprise, data center, and wireless communications markets. The company is focused on high-growth connectivity segments, including enterprise Wi-Fi, intelligent network infrastructure, and broadband access solutions. The company generates revenue primarily through the sale of networking hardware, connectivity equipment, software, and related services to telecommunications operators, enterprises, and cloud customers. Their industry is seeing enterprises investing in faster, more intelligent network infrastructure, and hyperscale cloud providers are expanding capacity on demand for high-performance connectivity equipment. Seeking Alpha The stock is up 50% in the last year with a few dramatic price shifts along the way. I have VISN as a hold. The big news for VISN is they have just completed the sale of a major part of the business. I am going to break down why I believe this is a positive for the stock from a balance sheet and valuation perspective. But I also see it as a risk for their earnings and profitability. Ruckus Sale VISN has operated in two main segments in the recent past, with its Ruckus and Aurora networks serving different parts of the communications infrastructure stack. Ruckus provides enterprise and service-provider wireless networking solutions like Wi-Fi access points, switches, and cloud management software used in places like hotels, campuses, and large venues. Aurora focuses on cable and broadband infrastructure equipment used by telecom and cable operators to build and upgrade residential and metro networks. As announced earlier in the year, VISN has now closed the transaction to sell its Ruckus network to Belden Corp. This transforms VISN from a diversified networking company into more of a pure-play broadband infrastructure company. The Ruckus business was doing fine and, in some cir...