In this article META NBIS Follow your favorite stocks CREATE FREE ACCOUNT In an aerial view, a billboard advertising an artificial intelligence (AI) company is posted on Sept. 16, 2025 in San Francisco, California. Justin Sullivan | Getty Images Meta has signed a new long-term agreement to spend up to $27 billion on Dutch cloud provider Nebius ' AI infrastructure, the company announced on Monday. ...
In this article META NBIS Follow your favorite stocks CREATE FREE ACCOUNT In an aerial view, a billboard advertising an artificial intelligence (AI) company is posted on Sept. 16, 2025 in San Francisco, California. Justin Sullivan | Getty Images Meta has signed a new long-term agreement to spend up to $27 billion on Dutch cloud provider Nebius ' AI infrastructure, the company announced on Monday. Over the next five years, Nebius will provide $12 billion of dedicated capacity across a number of locations, including on what the company says will be one of the first large-scale deployments of Nvidia' s latest AI-specialist Vera Rubin chips. Meta has also committed to purchase additional available compute capacity from Nebius, worth up to a total of $15 billion over five years. "We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business," Arkady Volozh, founder and CEO of Nebius, said in a statement. Nebius' stock surged 14% in pre-market trading. This is a developing story. Refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Holocene Advisors LP bought a new stake in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 790,000 shares of the wireless technology company's stock, valued at approximately $131,424,000. Holocene Advisors LP owned about 0.07% of Qualcomm at the end of ...
Holocene Advisors LP bought a new stake in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 790,000 shares of the wireless technology company's stock, valued at approximately $131,424,000. Holocene Advisors LP owned about 0.07% of Qualcomm at the end of the most recent reporting period. Get Qualcomm alerts: Sign Up Several other hedge funds have also recently added to or reduced their stakes in QCOM. waypoint wealth counsel boosted its stake in shares of Qualcomm by 2.2% in the 3rd quarter. waypoint wealth counsel now owns 2,863 shares of the wireless technology company's stock valued at $476,000 after purchasing an additional 61 shares during the last quarter. Greykasell Wealth Strategies Inc. raised its stake in Qualcomm by 1.5% during the third quarter. Greykasell Wealth Strategies Inc. now owns 4,126 shares of the wireless technology company's stock worth $686,000 after buying an additional 61 shares during the last quarter. Baron Wealth Management LLC raised its stake in Qualcomm by 4.5% during the third quarter. Baron Wealth Management LLC now owns 1,431 shares of the wireless technology company's stock worth $238,000 after buying an additional 62 shares during the last quarter. Certified Advisory Corp lifted its holdings in Qualcomm by 0.6% in the third quarter. Certified Advisory Corp now owns 10,085 shares of the wireless technology company's stock valued at $1,678,000 after buying an additional 62 shares during the period. Finally, Elser Financial Planning Inc boosted its position in Qualcomm by 3.7% during the third quarter. Elser Financial Planning Inc now owns 1,759 shares of the wireless technology company's stock valued at $297,000 after acquiring an additional 63 shares during the last quarter. Institutional investors own 74.35% of the company's stock. Qualcomm Trading Down 1.0% QCOM opened at $129.82 on Mo...
Senate prepares to vote on Trump's SAVE Act. And, takeaways from last night's Oscars Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories The conflict in the Middle East shows no signs of slowing down as Israel announced new strikes on western Iran ...
Senate prepares to vote on Trump's SAVE Act. And, takeaways from last night's Oscars Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories The conflict in the Middle East shows no signs of slowing down as Israel announced new strikes on western Iran yesterday. Iran's foreign minister has denied President Trump's claim that Iran asked for a ceasefire. The Strait of Hormuz remains closed, cutting off a quarter of oil and natural gas supplies from the rest of the world. Trump is pressuring countries to help reopen it. New Israeli ground operations in Lebanon are also heating up a second front in the war. toggle caption Ohad Zwigenberg/AP 🎧 NPR's Daniel Estrin tells Up First that one major question about the war is whether it will end with Iran still in possession of its highly enriched uranium, which it could use to build a nuclear weapon. Iran says it is buried under the rubble of last year's war. While Iran's military is weakened, the regime remains intact and capable of causing global disruption. Meanwhile, Israel's plans continue to shift. Today, a military spokesperson revealed that operations in Iran are set for the next three weeks. In Lebanon, Israel is ramping up its military presence and making attempts at diplomacy. A person briefed on the matter tells Estrin that Israel is pushing for direct ceasefire negotiations with Lebanon. is whether it will end with Iran still in possession of its highly enriched uranium, which it could use to build a nuclear weapon. Iran says it is buried under the rubble of last year's war. While Iran's military is weakened, the regime remains intact and capable of causing global disruption. Meanwhile, Israel's plans continue to shift. Today, a military spokesperson revealed that operations in Iran are set for the next three weeks. In Lebanon, Israel is ramping up its military presence...
Dividend stocks can give your nest egg a boost with steady cash flow and long-term appreciation. Investing in solid companies that continue to gain market share and have vast moats increases the likelihood of producing long-term returns that beat the broader market. While you can buy a dividend ETF or stick with index funds, individual stocks like Walmart (WMT +0.95%) have been rewarding sharehold...
Dividend stocks can give your nest egg a boost with steady cash flow and long-term appreciation. Investing in solid companies that continue to gain market share and have vast moats increases the likelihood of producing long-term returns that beat the broader market. While you can buy a dividend ETF or stick with index funds, individual stocks like Walmart (WMT +0.95%) have been rewarding shareholders for years. If you allocate $3,000 into Walmart stock -- money that you don't need for daily expenses or emergency funds -- the immediate dividend income might appear modest. However, the real opportunity with the world's largest brick-and-mortar retailer lies in long-term compounding. Walmart's competitive advantage is massive Walmart isn't the only retailer, but its 10,800 locations make it extremely hard to beat. No other company can compete with that scale, and with each facility doubling as a shipping location, Walmart can offer same-day delivery for many products. Not only does Walmart have stores spread across the United States and 18 other countries, but it can also offer some of the lowest prices in the industry. Its ability to place massive bulk orders makes it a highly attractive partner for countless companies. Walmart can get the types of discounts that few brands can access, and that helps the retailer price out the competition. The Walmart Effect highlights how small businesses are often pushed out of an area due to the company's vast inventory and low prices. This effect compounds on itself. As more small businesses pull out of an area, more people turn to Walmart for various products. Then, additional small businesses get forced out of the area. Looking at the Walmart Effect purely from a shareholder perspective explains how the retailer has outperformed the S&P 500 year to date and over the past five years. Expand NASDAQ : WMT Walmart Today's Change ( 0.95 %) $ 1.19 Current Price $ 126.52 Key Data Points Market Cap $1.0T Day's Range $ 124.97 - $ 126.69 ...
Key Points Walmart has more than 10,000 locations, making it hard for competitors to keep up. The Walmart Effect demonstrates how the global retailer can quickly gobble up market share in new locations. E-commerce and online ads growth are surging and translating into higher profit margins. 10 stocks we like better than Walmart › Dividend stocks can give your nest egg a boost with steady cash flow...
Key Points Walmart has more than 10,000 locations, making it hard for competitors to keep up. The Walmart Effect demonstrates how the global retailer can quickly gobble up market share in new locations. E-commerce and online ads growth are surging and translating into higher profit margins. 10 stocks we like better than Walmart › Dividend stocks can give your nest egg a boost with steady cash flow and long-term appreciation. Investing in solid companies that continue to gain market share and have vast moats increases the likelihood of producing long-term returns that beat the broader market. While you can buy a dividend ETF or stick with index funds, individual stocks like Walmart (NASDAQ: WMT) have been rewarding shareholders for years. If you allocate $3,000 into Walmart stock -- money that you don't need for daily expenses or emergency funds -- the immediate dividend income might appear modest. However, the real opportunity with the world's largest brick-and-mortar retailer lies in long-term compounding. 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 » Walmart's competitive advantage is massive Walmart isn't the only retailer, but its 10,800 locations make it extremely hard to beat. No other company can compete with that scale, and with each facility doubling as a shipping location, Walmart can offer same-day delivery for many products. Not only does Walmart have stores spread across the United States and 18 other countries, but it can also offer some of the lowest prices in the industry. Its ability to place massive bulk orders makes it a highly attractive partner for countless companies. Walmart can get the types of discounts that few brands can access, and that helps the retailer price out the competition. The Walmart Effect highlights how small businesses are often pushed out of an area due ...
In a case that calls to mind the plot of the fictional crime show Breaking Bad, a former US educator with the last name White is faced with charges of illicitly dealing methamphetamine. A 12 March statement from police in the town of Clarksville, Indiana, said officers searched the home of Alan Jay White five days earlier, finding 78 grams of suspected meth and counterfeit cash. They contended tha...
In a case that calls to mind the plot of the fictional crime show Breaking Bad, a former US educator with the last name White is faced with charges of illicitly dealing methamphetamine. A 12 March statement from police in the town of Clarksville, Indiana, said officers searched the home of Alan Jay White five days earlier, finding 78 grams of suspected meth and counterfeit cash. They contended that the amount was too big for personal use, booking him with illegally peddling meth, counterfeiting and possessing drug paraphernalia, the agency’s statement added. Clarksville police said they had been targeting White, 59, “for years”, accusing him of being a drug dealer whose nickname was “the professor” because he had once worked as a college dean. The news outlet WAVE in nearby Louisville, Kentucky, interviewed White after he was released from jail pending the outcome of the case without being required to post a bond. White didn’t dispute that there were drugs which police found in his home – but maintained they did not belong to him. “They didn’t find stacks of monies,” White remarked. “They did not find stacks of dope. They did not find guns.” White noted how his arrest did not yield the kind of pictures often published by police departments after drug busts in which money, weapons and narcotics are laid out atop tables. “If they’ve literally been following me for years, as they said, somebody’s got to answer to their boss about what an incredible waste of resources it was,” White continued. “I’m saying if they found anything, it was maybe $250 worth, and it wasn’t even mine.” Regardless, White’s arrest immediately prompted the police department pursuing him to reference Breaking Bad, whose Emmy-winning run was from 2008 to 2013. “He’s definitely no Walter White,” said a statement attributed to Clarksville’s police chief, Nathan Walls, explicitly referencing Breaking Bad’s protagonist: a high school chemistry teacher who is diagnosed with cancer, starts to distribute ...
Tom Werner Monte Rosa Therapeutics ( GLUE ) advanced in premarket trading on Monday as the company entered into a supply agreement with Johnson & Johnson ( JNJ ) to evaluate its MRT-2359 in combination with apalutamide for treating metastatic castration-resistant prostate cancer patients with androgen receptor mutations. Under the terms of the agreement , Monte Rosa ( GLUE ) will conduct and spons...
Tom Werner Monte Rosa Therapeutics ( GLUE ) advanced in premarket trading on Monday as the company entered into a supply agreement with Johnson & Johnson ( JNJ ) to evaluate its MRT-2359 in combination with apalutamide for treating metastatic castration-resistant prostate cancer patients with androgen receptor mutations. Under the terms of the agreement , Monte Rosa ( GLUE ) will conduct and sponsor the trial, and Johnson & Johnson will provide ERLEADA as part of a supply agreement. Monte Rosa ( GLUE ) plans to initiate a new, signal-confirming phase 2 study of MRT-2359 in combination with apalutamide targeting AR mutant patients in Q3 2026, the company said, sending shares up 1.6% to $16.28. The planned phase 2 study of up to 25 mCRPC patients is designed to efficiently assess the efficacy and safety of MRT-2359 plus ERLEADA in mCRPC patients with AR mutations, with the potential to expand the study into additional patient subsets, including patients naïve to next-generation AR inhibitors, should the activity in the AR mutant patient population confirm. The study will evaluate PSA response, RECIST response, duration of response, progression-free survival, radiographic progression-free survival (rPFS), and safety, the companies said. More on Monte Rosa Therapeutics, Johnson & Johnson Johnson & Johnson (JNJ) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Johnson & Johnson (JNJ) Presents at TD Cowen 46th Annual Health Care Conference Transcript Johnson & Johnson: Strong Run May Be Ending (Rating Downgrade) J&J hits main goal in early-stage trial for drug delivery system J&J wins FDA nod for Tecnis PureSee intraocular lens
VivoPower International (VVPR) has announced that effective today, before the open of trading on the Nasdaq stock market, its stock will be traded under the new ticker “VIVO”. The Company has also officially completed its corporate name change to VivoPower PLC. Both the ticker and name change reflect the Company’s strategic focus on building, owning, and leasing powered land and data center infras...
VivoPower International (VVPR) has announced that effective today, before the open of trading on the Nasdaq stock market, its stock will be traded under the new ticker “VIVO”. The Company has also officially completed its corporate name change to VivoPower PLC. Both the ticker and name change reflect the Company’s strategic focus on building, owning, and leasing powered land and data center infrastructure for AI compute applications. Source: Press Release More on VivoPower International VivoPower announces executive departures amid data center strategy shift Most and least shorted utilities stocks with up to $2B market cap as of mid-Feb Financial information for VivoPower International
SHANGHAI, March 16 (Reuters) - Alibaba Group Chief Executive Eddie Wu will head the newly formed Alibaba Token Hub (ATH) Business Group, the firm said in a statement on Monday. The new group will comprise existing Alibaba units Tongyi Laboratory, MaaS Business Line, Qwen Business Unit, Wukong Business Unit, and AI Innovation Business Unit. Alibaba said its mission would be to "create, de...
SHANGHAI, March 16 (Reuters) - Alibaba Group Chief Executive Eddie Wu will head the newly formed Alibaba Token Hub (ATH) Business Group, the firm said in a statement on Monday. The new group will comprise existing Alibaba units Tongyi Laboratory, MaaS Business Line, Qwen Business Unit, Wukong Business Unit, and AI Innovation Business Unit. Alibaba said its mission would be to "create, deliver, and apply tokens," and it would focus on building AI-native work platforms for enterprises. The move comes weeks after Alibaba's Qwen AI model division head, Lin Junyang, announced his departure, becoming the third senior Qwen executive to exit this year. (Reporting by Casey Hall; Editing by Bernadette Baum)
Hillman Capital Management Inc. trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 30.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,175 shares of the semiconductor company's stock after selling 4,924 shares during the quarter. Taiwan Semiconductor M...
Hillman Capital Management Inc. trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 30.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,175 shares of the semiconductor company's stock after selling 4,924 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 1.8% of Hillman Capital Management Inc.'s portfolio, making the stock its 24th largest position. Hillman Capital Management Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $3,121,000 at the end of the most recent quarter. Several other large investors have also recently modified their holdings of TSM. Westfuller Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company's stock valued at $434,000 after purchasing an additional 34 shares during the period. BankPlus Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company's stock valued at $640,000 after purchasing an additional 35 shares during the period. Bank of Jackson Hole Trust increased its stake in Taiwan Semiconductor Manufacturing by 7.5% in the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company's stock valued at $140,000 after purchasing an additional 35 shares in the last quarter. New Millennium Group LLC increased its stake in Taiwan Semiconductor Manufacturing by 2.9% during the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company's stock valued at $349,000 after purchasing an additional 35 shares in the last quarter. Finally, Empirical Asset Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 1.8% duri...
Hamilton Wealth LLC decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 33.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 41,403 shares of the semiconductor company's stock after selling 20,961 shares during the period. Taiwan Semiconduct...
Hamilton Wealth LLC decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 33.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 41,403 shares of the semiconductor company's stock after selling 20,961 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 2.4% of Hamilton Wealth LLC's portfolio, making the stock its 12th largest position. Hamilton Wealth LLC's holdings in Taiwan Semiconductor Manufacturing were worth $11,563,000 as of its most recent SEC filing. Other large investors have also modified their holdings of the company. Hilltop Holdings Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 11.8% in the third quarter. Hilltop Holdings Inc. now owns 16,206 shares of the semiconductor company's stock valued at $4,526,000 after acquiring an additional 1,710 shares in the last quarter. Hollow Brook Wealth Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 4.1% during the 3rd quarter. Hollow Brook Wealth Management LLC now owns 7,013 shares of the semiconductor company's stock worth $1,959,000 after purchasing an additional 275 shares during the period. Holocene Advisors LP purchased a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $174,424,000. Horiko Capital Management LLC raised its position in Taiwan Semiconductor Manufacturing by 1.6% in the 3rd quarter. Horiko Capital Management LLC now owns 70,905 shares of the semiconductor company's stock valued at $19,803,000 after purchasing an additional 1,110 shares in the last quarter. Finally, Gotham Asset Management LLC raised its position in Taiwan Semiconductor Manufacturing by 101.3% in the 3rd quarter. Gotham Asset Management LLC now owns 4,003 shares of the semiconductor company's stock valued at $1,118,000 after purchasing an additional 2,01...