Key Points The Trump administration was considering a rule that would have required chipmakers to seek government permission before selling chips outside the U.S. After an interagency review, the rule was pulled. This could have been a costly hurdle for Nvidia and shows the potential perils of government regulations. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been the leading...
Key Points The Trump administration was considering a rule that would have required chipmakers to seek government permission before selling chips outside the U.S. After an interagency review, the rule was pulled. This could have been a costly hurdle for Nvidia and shows the potential perils of government regulations. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been the leading provider of specialized chips that underpin artificial intelligence (AI). The company's graphics processing units (GPUs), as the name implies, were originally designed to accelerate graphics in video games. Now, these semiconductors provide the computational horsepower needed for the rigors of AI -- and demand is unrelenting. Proposed regulations by the Trump administration could have brought the advancement of AI to a screeching halt. Fortunately, cooler heads prevailed. 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 » If you'll permit me... First, a little background is in order. A story broke earlier this month that the Trump administration was considering a rule requiring Nvidia, Advanced Micro Devices, and other AI chipmakers to seek government permits before selling AI-capable chips to users outside the country, according to a report first published by Bloomberg. The proposed rule would require companies to submit requests to the U.S. Department of Commerce before exporting any semiconductors used for AI. However, the draft regulation was subsequently pulled on the heels of an interagency review process, though details regarding the withdrawal were not provided. A Trump Administration official later said the proposed rule was only a draft and that any deliberations were preliminary. A change in the regulations regarding international sales could have been a major stumbling block for Nvidia. In a reg...
Investors with an interest in Computers - IT Services stocks have likely encountered both Fujitsu Ltd. (FJTSY) and ServiceNow (NOW). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of ou...
Investors with an interest in Computers - IT Services stocks have likely encountered both Fujitsu Ltd. (FJTSY) and ServiceNow (NOW). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits. Right now, Fujitsu Ltd. is sporting a Zacks Rank of #2 (Buy), while ServiceNow has a Zacks Rank of #3 (Hold). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that FJTSY is likely seeing its earnings outlook improve to a greater extent. But this is just one piece of the puzzle for value investors. Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels. Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years. FJTSY currently has a forward P/E ratio of 14.01, while NOW has a forward P/E of 27.88. We also note that FJTSY has a PEG ratio of 0.82. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. NOW currently has a PEG ratio of 1.16. Another notable valuation metric for FJTSY is its P/B ratio of 3.12. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, NOW has a P/B of 9.27. These are just a few ...
Hong Kong authorities have proposed designated laws to streamline procedures for changing land use in the Northern Metropolis megaproject, cutting the process from typically nine months to just two. Unveiled by the Development Bureau on Tuesday, the proposed designated legislation comprises six main subsidiary laws designed to remove bottlenecks in the massive scheme near the border with mainland ...
Hong Kong authorities have proposed designated laws to streamline procedures for changing land use in the Northern Metropolis megaproject, cutting the process from typically nine months to just two. Unveiled by the Development Bureau on Tuesday, the proposed designated legislation comprises six main subsidiary laws designed to remove bottlenecks in the massive scheme near the border with mainland China. They include the establishment of statutory firms and measures to speed up land resumption payments and the adoption of new building technologies. Advertisement The bureau is also seeking to simplify noise permission procedures, facilitate the cross-border flow of people and extend the validity period for temporary land use, according to a paper submitted to the Legislative Council The megaproject, first announced in 2021, aims to turn 30,000 hectares (74,132 acres) of land into an engine for economic growth and a housing hub. Hong Kong Chief Executive John Lee Ka-chiu has vowed to expedite its development, aligning with the nation’s recently unveiled 15th five-year plan Advertisement Currently, developers are required to submit an application to the Town Planning Board, attend meetings and undergo consultations to change the land use specified in an outline zoning plan. The process usually takes around nine months.
David Ramos/Getty Images News Analysts at Bernstein downgraded Sony ( SONY ) to “market perform” from “outperform” on Tuesday, citing the challenges for procuring memory components due to AI demand and elevated prices, which are expected at least through 2027. The research firm believes due to the rapid rise of AI memory demand, there is a supply shortage that’s unlikely to be addressed anytime so...
David Ramos/Getty Images News Analysts at Bernstein downgraded Sony ( SONY ) to “market perform” from “outperform” on Tuesday, citing the challenges for procuring memory components due to AI demand and elevated prices, which are expected at least through 2027. The research firm believes due to the rapid rise of AI memory demand, there is a supply shortage that’s unlikely to be addressed anytime soon, which will hurt PlayStation 5 hardware margins. "We think the PS5 had just over $100 of unit memory costs in 2Q25—Sony calling for a "high-double-digit" percentage increase in 2026 puts clear pressure on hardware margins and GNS operating profits," the research firm said. "We expect Sony to let PS5 hardware volumes decline as a way to manage hardware losses, but with the elimination of live service development costs approaching an end and PS6 likely pushed out, the catalyst runway beyond GTA VI starts to look rather bare." Sony's image sensor business is also expected to be impacted significantly but indirectly by high memory prices due to a decline in smartphone shipments this year, which is unlikely to recover in the next, thus risking market share loss to Samsung. The company's price target was trimmed by $8 to $22, implying a 1.6% upside. More on Sony Sony Group Corporation (SONY) Q3 2026 Earnings Call Transcript Sony Group Corporation 2026 Q3 - Results - Earnings Call Presentation Sony Group: A Joint Venture With TCL Looks Promising, But I'm Still Cautious Freight fright: Gaming giants Sony and Nintendo see stocks slide as shipping routes rerouted 'Scream 7' slashes franchise record with $64M opening
Dilok Klaisataporn Elevated market volatility is fueling renewed debate over the likelihood of a recession as geopolitical tensions intensify in the Middle East. The CBOE Volatility Index ( VIX ) has remained above the 20 level since the outbreak of the conflict involving the United States, Israel, and Iran, reflecting heightened investor uncertainty. With risk sentiment increasingly fragile, mark...
Dilok Klaisataporn Elevated market volatility is fueling renewed debate over the likelihood of a recession as geopolitical tensions intensify in the Middle East. The CBOE Volatility Index ( VIX ) has remained above the 20 level since the outbreak of the conflict involving the United States, Israel, and Iran, reflecting heightened investor uncertainty. With risk sentiment increasingly fragile, market participants are assessing whether sustained geopolitical disruptions could slow global economic activity. Furthermore, Seeking Alpha analysts have begun weighing in on the potential for a downturn, offering varied perspectives on whether current conditions signal an approaching recession or simply a period of heightened market turbulence. SA analyst Daniel Jones echoed: “I am now over 90% confident a US recession is imminent, driven by persistent inflation, high-interest rates, and aggressive tariffs,” in Recession Inbound? The Warning Signs Are Everywhere . SA analyst Dividend Collection Agency stated: “In the past week or two, the market has been seemingly on a downward spiral. In my opinion, I believe the market is finally starting to realize that the ongoing war with Iran could push us into a recession,” in Market Finally Pricing In Recession - 2 Dividend Stocks To Weather The Storm . SA analyst Leo Nelissen said: “The war could take months, if not years, causing structural energy and agricultural inflation. Already weak consumers would be hit hard, potentially resulting in a prolonged housing and credit recession,” in This Market Is One Energy Shock Away From Breaking . SA analyst Damir Tokic indicated: “If it becomes obvious that the objective is regime change to control Iran's oil exports, investors should brace for a more prolonged oil price spike, which could cause a global recession,” in A U.S.-Iran War Could Trigger A Global Recession . Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), (...
AGT Food and Ingredients Inc. press release ( AGTF:CA ): FY GAAP EPS of -C$1.71. Revenue of C$3B (-6.3% Y/Y). More on AGT Food and Ingredients Inc. Financial information for AGT Food and Ingredients Inc.
AGT Food and Ingredients Inc. press release ( AGTF:CA ): FY GAAP EPS of -C$1.71. Revenue of C$3B (-6.3% Y/Y). More on AGT Food and Ingredients Inc. Financial information for AGT Food and Ingredients Inc.
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 ...