Sustained gains in oil prices will likely benefit two of China's petroleum giants, Goldman Sachs analysts said, following rising Middle East tensions. The Iran war has effectively halted shipping through the Strait of Hormuz over the past week. Typically, about 20% of global petroleum liquids flow through strait, primarily sending crude to Asian countries. The constraints and supply uncertainty se...
Sustained gains in oil prices will likely benefit two of China's petroleum giants, Goldman Sachs analysts said, following rising Middle East tensions. The Iran war has effectively halted shipping through the Strait of Hormuz over the past week. Typically, about 20% of global petroleum liquids flow through strait, primarily sending crude to Asian countries. The constraints and supply uncertainty sent futures for Brent crude soaring 28% last week , its biggest weekly gain since April 2020. U.S. crude notched its biggest weekly gain in the history of the futures contract, dating back to 1983. Brent , which settled Friday at $92.69 a barrel, could rise to $100 a barrel if flows through the Strait of Hormuz drop by 50% one month, and remain 10% lower for another 11 months, the Goldman Sachs Asia Pacific energy analysts said in a March 2 report. But the analysts said that even with Brent at $80 to $90 a barrel the full-year free cash flow of two Hong Kong-listed names, China National Offshore Oil Corporation (CNOOC) and PetroChina , could be boosted by more than 10%. Goldman rates both stocks a buy. As of midday March 2, the firm was pricing in an average Brent price of $70 a barrel. Both CNOOC and PetroChina shares hit 52-week highs on March 3, but gave up some gains heading into the end of the week. CNOOC has its roots in offshore oil exploration and production with foreign firms, while PetroChina has had a more domestic business that also includes refining and distribution. The companies are two of China's three state-owned oil giants. The Goldman Sachs analysts said they didn't have as favorable view on the third state-owned oil name, Sinopec. It is the world's largest refiner and last year also became the largest chemicals producer . Shares also hit a 52-week high on March 3. "For Chinese refiners like Sinopec, given the domestic product ceiling calculation mechanism does not factor in increases in international freight rates or [official selling prices], we see the ...
Rathbones Group PLC decreased its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 91,048 shares of the electric vehicle producer's stock after selling 2,199 shares during the period. Rathbones Group PLC's holdings in Tesla were worth $40,491...
Rathbones Group PLC decreased its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 91,048 shares of the electric vehicle producer's stock after selling 2,199 shares during the period. Rathbones Group PLC's holdings in Tesla were worth $40,491,000 as of its most recent SEC filing. Get Tesla alerts: Sign Up A number of other institutional investors and hedge funds have also modified their holdings of the company. Relyea Zuckerberg Hanson LLC lifted its position in Tesla by 0.4% in the third quarter. Relyea Zuckerberg Hanson LLC now owns 6,558 shares of the electric vehicle producer's stock worth $2,916,000 after purchasing an additional 23 shares during the period. Equita Financial Network Inc. increased its holdings in Tesla by 2.8% in the 3rd quarter. Equita Financial Network Inc. now owns 855 shares of the electric vehicle producer's stock valued at $380,000 after buying an additional 23 shares during the period. VanderPol Investments L.L.C. increased its holdings in Tesla by 2.2% in the 3rd quarter. VanderPol Investments L.L.C. now owns 1,070 shares of the electric vehicle producer's stock valued at $464,000 after buying an additional 23 shares during the period. Resonant Capital Advisors LLC raised its stake in shares of Tesla by 0.3% in the 3rd quarter. Resonant Capital Advisors LLC now owns 8,577 shares of the electric vehicle producer's stock valued at $3,814,000 after buying an additional 23 shares in the last quarter. Finally, Cloud Capital Management LLC lifted its holdings in shares of Tesla by 1.1% during the 3rd quarter. Cloud Capital Management LLC now owns 2,076 shares of the electric vehicle producer's stock worth $923,000 after acquiring an additional 23 shares during the period. 66.20% of the stock is currently owned by institutional investors. Tesla News Roundup Here are the key news stories i...
Samsung Electronics Co. and SK Hynix Inc. have been chosen as the sole suppliers of sixth-generation high-bandwidth memory, or HBM4, for Nvidia Corp.'s next flagship AI accelerator, Vera Rubin, according to industry officials, handing South Korea’s two memory champions a fresh lead over US rival Micron Technology Inc. in a race for premium AI chips.
Samsung Electronics Co. and SK Hynix Inc. have been chosen as the sole suppliers of sixth-generation high-bandwidth memory, or HBM4, for Nvidia Corp.'s next flagship AI accelerator, Vera Rubin, according to industry officials, handing South Korea’s two memory champions a fresh lead over US rival Micron Technology Inc. in a race for premium AI chips.
After experiencing some major gains, three plays of late aren't delivering the returns to investors they once did. Start with big tech, which has driven the bull market since its start in 2022. CNBC's "Magnificent Seven" Index has grown nearly 300% in that time, while the S & P 500 is up just under 90%. But in the last few months, the hyperscalers haven't done much, with the Mag Seven index only u...
After experiencing some major gains, three plays of late aren't delivering the returns to investors they once did. Start with big tech, which has driven the bull market since its start in 2022. CNBC's "Magnificent Seven" Index has grown nearly 300% in that time, while the S & P 500 is up just under 90%. But in the last few months, the hyperscalers haven't done much, with the Mag Seven index only up 2.6% over the last six months. Then there's precious metals. In 2025, gold and silver surged 64% and 146%, respectively. However, after a significant drawdown at the end of January, the commodities haven't recovered and have been choppy trades. Lastly, there are small caps. The Russell 2000 at one point was up more than 10% in 2026. But ever since its peak on Jan. 22, it has underperformed the S & P and is now only up 1.75% for the year. All have weakened due to a variety of factors, ranging from questions over the artificial intelligence trade , to geopolitical headwinds and mixed economic data. The stalling momentum has come as the major market indexes haven't moved beyond a small price range either, despite rotation under the hood . So should investors expect these trades to build up momentum again, or are these holding patterns set to continue? Big Tech Nvidia has been trading at levels for months that it first hit in late July. Meta is almost flat since Dec. 1. Even Alphabet , which broke out late in 2025 to become the best Mag Seven stock for the year, is mostly unchanged since late November. Concerns over the massive capital expenditures the hyperscalers are embarking on to build out AI capabilities is keeping investors cautious, according to D.A. Davidson analyst Gil Luria. "These companies that have often been held because of their strong balance sheet and cash flow yields are now zeroing their cash flow yield," he said. "So that's causing investors to hold off in anticipation of those companies showing that they're getting good return on that investment." NVDA G...
Friedrich Merz’s centre-right CDU faces a regional election on Sunday, the first of several this year in which it hopes to stem the rise of the far-right Alternative für Deutschland (AfD). Voters will head to the polls in Baden-Württemberg, a prosperous hub of Germany’s auto sector with a population of 11.2 million. A year after winning national elections, the CDU is aiming to snatch first place i...
Friedrich Merz’s centre-right CDU faces a regional election on Sunday, the first of several this year in which it hopes to stem the rise of the far-right Alternative für Deutschland (AfD). Voters will head to the polls in Baden-Württemberg, a prosperous hub of Germany’s auto sector with a population of 11.2 million. A year after winning national elections, the CDU is aiming to snatch first place in the south-western state from the Greens, who have won the last two state elections. Merz’s party until recently enjoyed large poll leads in the state, but these have shrunk in recent months. The latest survey put the CDU and the Greens neck and neck on 28%. Leading the CDU into the election is Manuel Hagel, 37, a former bank branch manager whose campaign hit a rough patch over comments he made about female students during a school visit in 2018, which were judged sexist and inappropriate. He has since apologised for the remarks. The Greens’ lead candidate is Cem Özdemir, 60, who, if he wins, would become Germany’s first state premier of Turkish heritage. The AfD has been polling at 18%, which would be a record score for the anti-immigration party in Baden-Württemberg but still short of its national poll rating of about 25%, similar to the CDU. On Friday, Merz attended the CDU’s final campaign rally and said the vote would be watched outside Germany by people who would ask “Is the CDU still able to win elections, even when in government at such a turbulent time?” A poor showing in the state, traditionally a CDU stronghold, would be an inauspicious start for Merz’s party in a year of regional votes in which it hopes its tougher migration policy will win back AfD voters. On 22 March, it will aim to beat the centre-left Social Democrats (SPD) in the western state of Rhineland-Palatinate. A series of regional votes will follow in September in the formerly communist eastern Germany, in which the AfD can expect to perform well. Baden-Württemberg is home to some of the biggest na...
Rathbones Group PLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 941,576 shares of the semiconductor company's stock after purchasing an additional 53,073 shares during the period. Taiwan Semiconductor ...
Rathbones Group PLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 941,576 shares of the semiconductor company's stock after purchasing an additional 53,073 shares during the period. Taiwan Semiconductor Manufacturing makes up 1.1% of Rathbones Group PLC's portfolio, making the stock its 22nd biggest position. Rathbones Group PLC's holdings in Taiwan Semiconductor Manufacturing were worth $262,973,000 as of its most recent SEC filing. Get TSM alerts: Sign Up A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Childress Capital Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing by 145.3% during the 3rd quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company's stock valued at $891,000 after purchasing an additional 1,891 shares during the period. Vanguard Personalized Indexing Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 9.4% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company's stock valued at $28,470,000 after acquiring an additional 8,738 shares in the last quarter. Hantz Financial Services Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 28.6% in the third quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company's stock valued at $10,394,000 after acquiring an additional 8,284 shares during the last quarter. Hollencrest Capital Management increased its holdings in Taiwan Semiconductor Manufacturing by 125.3% during the third quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company's stock worth $1,457,000 after buying an additional 2,901 shares during the la...
Samuel Boivin | Nurphoto | Getty Images Caitlin Kalinowski, who oversaw hardware at OpenAI , announced her resignation on Saturday, citing concerns about the company's agreement with the Department of Defense. In a social media post on X, Kalinowski wrote that OpenAI did not take enough time before agreeing to deploy its AI models on the Pentagon's classified cloud networks. "AI has an importa...
Samuel Boivin | Nurphoto | Getty Images Caitlin Kalinowski, who oversaw hardware at OpenAI , announced her resignation on Saturday, citing concerns about the company's agreement with the Department of Defense. In a social media post on X, Kalinowski wrote that OpenAI did not take enough time before agreeing to deploy its AI models on the Pentagon's classified cloud networks. "AI has an important role in national security," Kalinowski posted. "But surveillance of Americans without judicial oversight and lethal autonomy without human authorization are lines that deserved more deliberation than they got." Reuters could not immediately reach Kalinowski for comment, but she wrote on X that while she has "deep respect" for OpenAI CEO Sam Altman and the team, the company announced the Pentagon deal "without the guardrails defined," she posted. "It's a governance concern first and foremost," Kalinowski wrote in a subsequent X post. "These are too important for deals or announcements to be rushed." OpenAI said the day after the deal was struck that it includes additional safeguards to protect its use cases. The company on Saturday reiterated that its "red lines" preclude use of its technology in domestic surveillance or autonomous weapons. "We recognize that people have strong views about these issues and we will continue to engage in discussion with employees, government, civil society and communities around the world," the company said in a statement to Reuters. Kalinowski joined OpenAI in 2024 after leading augmented reality hardware development at Meta Platforms . Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Shares of Applied Digital Corporation (APLD 10.50%), a data center infrastructure company, fell 19.5% in February, according to data provided by S&P Global Market Intelligence, as investors continued to pare back holdings of some riskier tech stocks. Shareholders were also unhappy to learn last month that Nvidia had sold its stake in Applied Digital, fueling further pessimism and prompting some to...
Shares of Applied Digital Corporation (APLD 10.50%), a data center infrastructure company, fell 19.5% in February, according to data provided by S&P Global Market Intelligence, as investors continued to pare back holdings of some riskier tech stocks. Shareholders were also unhappy to learn last month that Nvidia had sold its stake in Applied Digital, fueling further pessimism and prompting some to question the stock's sky-high valuation. Risky AI stocks have lost some steam Investors have had a lower tolerance for risky artificial intelligence stocks lately, and that was clear for Applied Digital last month. The company builds data centers that its customers then lease to boost their AI compute power. And while AI data center investments are booming, Applied Digital has yet to turn a profit from the business. What's worse is that the company's stock is very expensive right now, with Applied Digital's shares trading at a price-to-sales (P/S) ratio of 26 compared to the average P/S ratio of about 8 for the tech sector. The rising skepticism of buying and holding AI stocks at any cost likely fueled Applied Digital's sell-off at the beginning of the month -- and then came the news that Nvidia has sold all of its 7.7 million shares of Applied Digital. Given that Nvidia is one of the most important AI companies in the world, the decision to sell Applied Digital's stock sent a signal to investors that the stock may not be worth holding. Applied's shares fell quickly in the remainder of the month. Expand NASDAQ : APLD Applied Digital Today's Change ( -10.50 %) $ -2.95 Current Price $ 25.14 Key Data Points Market Cap $7.0B Day's Range $ 25.14 - $ 28.40 52wk Range $ 3.31 - $ 42.27 Volume 681K Avg Vol 30M Gross Margin 16.40 % Where Applied Digital goes from here I've been skeptical of Applied Digital's long-term trajectory, given that, despite sales rising 250% in the most recent quarter, the company is still unprofitable and has a massive debt load of $2.6 billion. Even if pr...
Key Points Some investors lost faith in Applied Digital's stock after Nvidia sold its entire stake in the company. Applied Digital's shares also likely fell as investors have grown wary of some AI stocks. 10 stocks we like better than Applied Digital › Shares of Applied Digital Corporation (NASDAQ: APLD), a data center infrastructure company, fell 19.5% in February, according to data provided by S...
Key Points Some investors lost faith in Applied Digital's stock after Nvidia sold its entire stake in the company. Applied Digital's shares also likely fell as investors have grown wary of some AI stocks. 10 stocks we like better than Applied Digital › Shares of Applied Digital Corporation (NASDAQ: APLD), a data center infrastructure company, fell 19.5% in February, according to data provided by S&P Global Market Intelligence, as investors continued to pare back holdings of some riskier tech stocks. Shareholders were also unhappy to learn last month that Nvidia had sold its stake in Applied Digital, fueling further pessimism and prompting some to question the stock's sky-high valuation. 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 » Risky AI stocks have lost some steam Investors have had a lower tolerance for risky artificial intelligence stocks lately, and that was clear for Applied Digital last month. The company builds data centers that its customers then lease to boost their AI compute power. And while AI data center investments are booming, Applied Digital has yet to turn a profit from the business. What's worse is that the company's stock is very expensive right now, with Applied Digital's shares trading at a price-to-sales (P/S) ratio of 26 compared to the average P/S ratio of about 8 for the tech sector. The rising skepticism of buying and holding AI stocks at any cost likely fueled Applied Digital's sell-off at the beginning of the month -- and then came the news that Nvidia has sold all of its 7.7 million shares of Applied Digital. Given that Nvidia is one of the most important AI companies in the world, the decision to sell Applied Digital's stock sent a signal to investors that the stock may not be worth holding. Applied's shares fell quickly in the remainder of the month. Where Appli...
Noked Israel Ltd increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 47.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 897,810 shares of the semiconductor company's stock after buying an additional 290,480 shares during the period....
Noked Israel Ltd increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 47.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 897,810 shares of the semiconductor company's stock after buying an additional 290,480 shares during the period. Taiwan Semiconductor Manufacturing accounts for 39.3% of Noked Israel Ltd's portfolio, making the stock its largest position. Noked Israel Ltd's holdings in Taiwan Semiconductor Manufacturing were worth $250,749,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other institutional investors and hedge funds have also added to or reduced their stakes in TSM. Brighton Jones LLC boosted its stake in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after acquiring an additional 1,892 shares in the last quarter. Ignite Planners LLC increased its position in Taiwan Semiconductor Manufacturing by 4.7% during the 2nd quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company's stock valued at $627,000 after buying an additional 116 shares in the last quarter. Resona Asset Management Co. Ltd. bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at $302,000. Ethos Financial Group LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $269,000. Finally, Savant Capital LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 51.8% during the second quarter. Savant Capital LLC now owns 23,290 shares of the semiconductor company's stock valued at $5,275,000 after acquiring an additional 7,944 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company's sto...
Prevail Innovative Wealth Advisors LLC purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 27,473 shares of the semiconductor manufacturer's stock, valued at approximately $4,597,000. Other institutional investors and hedge funds have also modifie...
Prevail Innovative Wealth Advisors LLC purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 27,473 shares of the semiconductor manufacturer's stock, valued at approximately $4,597,000. Other institutional investors and hedge funds have also modified their holdings of the company. REAP Financial Group LLC bought a new stake in shares of Micron Technology during the 3rd quarter worth $25,000. Barnes Dennig Private Wealth Management LLC acquired a new stake in Micron Technology during the third quarter worth about $27,000. Howard Hughes Medical Institute bought a new stake in shares of Micron Technology during the second quarter valued at approximately $30,000. AlphaQuest LLC increased its holdings in Micron Technology by 13,250.0% in the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer's stock valued at $33,000 after buying an additional 265 shares during the period. Finally, Cullen Frost Bankers Inc. increased its stake in Micron Technology by 79.3% in the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer's stock valued at $33,000 after acquiring an additional 88 shares during the period. Institutional investors and hedge funds own 80.84% of the company's stock. Get Micron Technology alerts: Sign Up More Micron Technology News Here are the key news stories impacting Micron Technology this week: Insider Transactions at Micron Technology In related news, EVP Sumit Sadana sold 25,000 shares of Micron Technology stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the completion of the transaction, the executive vice president owned 248,021 shares of the company's stock, valued at $106,621,747.69. This trade represents a 9.16% decrease in their o...
Bitcoin (BTC 1.01%) is favoring the bears right now. Since it hit a peak in October 2025, its price has tanked by 46% (as of March 3). But don't let that distract you from the long-term gains. This dominant digital asset has skyrocketed 16,720% in the past decade. Where will Bitcoin be 10 years from now in 2036? Bitcoin will make fundamental progress First, it's important not to think about the pr...
Bitcoin (BTC 1.01%) is favoring the bears right now. Since it hit a peak in October 2025, its price has tanked by 46% (as of March 3). But don't let that distract you from the long-term gains. This dominant digital asset has skyrocketed 16,720% in the past decade. Where will Bitcoin be 10 years from now in 2036? Bitcoin will make fundamental progress First, it's important not to think about the price. In other words, investors should consider how Bitcoin will evolve from a fundamental perspective. One way the crypto will grow is by becoming more accepted from a regulatory perspective. In recent years, this has happened with the establishment of the Strategic Bitcoin Reserve. And there are key government officials who are supportive of Bitcoin. Over the next decade, I expect this trend to continue. Maybe the U.S. will start to opportunistically acquire Bitcoin as the country views the crypto as a beneficial fiscal asset. It's also possible that Bitcoin could receive favorable tax treatment that supports its use as a medium of exchange. Another movement to watch is Bitcoin further entrenching itself in the traditional financial services industry. The launch of the highly successful spot Bitcoin ETFs, like the iShares Bitcoin Trust, in January 2024 is the perfect example of how major firms got involved. Unique credit products are also being introduced, like those created by Strategy. It's safe to say that more companies will find ways to leverage Bitcoin to come up with innovative money-making offerings. Since the first block was mined in January 2009, the Bitcoin network has never been hacked. This highlights the robustness and anti-fragility of its architecture, with security being the primary focus. This is supported by an ever-increasing hash rate, indicating the amount of computational force that powers Bitcoin. There are valid concerns about quantum computing (QC) posing a threat. In addition to this technology's progress timeline being completely unknown, Bitcoi...
Key Points From a fundamental perspective, Bitcoin should achieve more regulatory and political buy-in. The financial services industry, with its money-making motive, will come up with unique Bitcoin-backed offerings. It's not unreasonable to believe that Bitcoin will chip away at gold’s market-cap lead over the next decade. 10 stocks we like better than Bitcoin › Bitcoin (CRYPTO: BTC) is favoring...
Key Points From a fundamental perspective, Bitcoin should achieve more regulatory and political buy-in. The financial services industry, with its money-making motive, will come up with unique Bitcoin-backed offerings. It's not unreasonable to believe that Bitcoin will chip away at gold’s market-cap lead over the next decade. 10 stocks we like better than Bitcoin › Bitcoin (CRYPTO: BTC) is favoring the bears right now. Since it hit a peak in October 2025, its price has tanked by 46% (as of March 3). But don't let that distract you from the long-term gains. This dominant digital asset has skyrocketed 16,720% in the past decade. Where will Bitcoin be 10 years from now in 2036? 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 » Bitcoin will make fundamental progress First, it's important not to think about the price. In other words, investors should consider how Bitcoin will evolve from a fundamental perspective. One way the crypto will grow is by becoming more accepted from a regulatory perspective. In recent years, this has happened with the establishment of the Strategic Bitcoin Reserve. And there are key government officials who are supportive of Bitcoin. Over the next decade, I expect this trend to continue. Maybe the U.S. will start to opportunistically acquire Bitcoin as the country views the crypto as a beneficial fiscal asset. It's also possible that Bitcoin could receive favorable tax treatment that supports its use as a medium of exchange. Another movement to watch is Bitcoin further entrenching itself in the traditional financial services industry. The launch of the highly successful spot Bitcoin ETFs, like the iShares Bitcoin Trust, in January 2024 is the perfect example of how major firms got involved. Unique credit products are also being introduced, like those created by Strategy. It's sa...
Vice Chairman of S&P Global and Pulitzer Prize-winning author Daniel Yergin discusses the escalating conflict in the Middle East and its potential long-term impact on global energy markets with Bloomberg’s David Gura and Christina Ruffini on “Bloomberg This Weekend.” (Source: Bloomberg)
Vice Chairman of S&P Global and Pulitzer Prize-winning author Daniel Yergin discusses the escalating conflict in the Middle East and its potential long-term impact on global energy markets with Bloomberg’s David Gura and Christina Ruffini on “Bloomberg This Weekend.” (Source: Bloomberg)
Shocking Number Of Gen Z'ers Are Bringing Mommy & Daddy To Job Interviews If you thought Gen Z arriving was the long-awaited antidote to the famously coddled Millennials, you might want to rethink that theory. A new survey from career site Zety polled 1,000 Gen Z workers and found that a whopping 44% of these young workers had Mom or Dad help write or edit their resumes , while 20% admitted that a...
Shocking Number Of Gen Z'ers Are Bringing Mommy & Daddy To Job Interviews If you thought Gen Z arriving was the long-awaited antidote to the famously coddled Millennials, you might want to rethink that theory. A new survey from career site Zety polled 1,000 Gen Z workers and found that a whopping 44% of these young workers had Mom or Dad help write or edit their resumes , while 20% admitted that a parent had joined them during a job interview (15% in-person, 5% virtually). “Some in Gen Z feel having parental involvement when looking and applying for jobs is important, and I would certainly advocate for taking advice from parents and other mentors who have experience gaining employment,” a financial literacy instructor at the University of Tennessee at Martin said in an interview with Newsweek . “However, there are limits to this engagement, and they almost always end poorly for the applicant.” If you thought those figures were grim, the hand-holding extends even after the job offer letter arrives . Roughly 28% of Gen Z professionals admitted that parents assisted with pay or benefits negotiations, and 32% cited parents as their main influence for career choices. “There’s a lingering distrust between workers and corporations. While it’s not widespread, some Gen Z candidates are leaning on their parents for interview support - presentation, tone, even responses,” 9i Capital Group CEO Kevin Thompson told Newsweek . “A lot of that comes down to inexperience with professional settings and discomfort with contract language and expectations.” The trend has rightfully drawn scorn from critics, including "Shark Tank" star Kevin O'Leary, who warned that any candidate arriving with a parental escort would be shown the door immediately. "First question I'd have to the son or daughter, I'd say, ' Do you want me to hire your mother or you? What's she doing here?' " O'Leary told Fox Business . "That resume goes right into the garbage in one of my operations." He recounted a recent...
Venezuela, Greenland and now Iran – 2026 has been marred with geopolitical instability , but some on Wall Street think investors aren't as concerned as they should be about the latest conflict. In the beginning of the year, when the U.S. conducted a military operation in Venezuela that involved capturing and ousting that country's leader, U.S equities didn't move much . Stocks also recovered from ...
Venezuela, Greenland and now Iran – 2026 has been marred with geopolitical instability , but some on Wall Street think investors aren't as concerned as they should be about the latest conflict. In the beginning of the year, when the U.S. conducted a military operation in Venezuela that involved capturing and ousting that country's leader, U.S equities didn't move much . Stocks also recovered from the developments around President Donald Trump 's push to control Greenland , as the S & P 500 closed out the first month of the year in positive territory. That was no different last Monday – the first trading day after the U.S. and Israel launched strikes on Iran last weekend. The S & P 500 came off its lows to finish just above the flatline that day. The index also settled well off its lows on Thursday and Friday . At one point on Friday, when U.S. oil futures reached their highest level since 2023, the S & P 500 was off 1.7%. The index ultimately ended the session down 1.3%. .SPX 5D mountain The S & P 500 in the past week "The initial investor reaction to this war has been very tame," said Jed Ellerbroek, portfolio manager at Argent Capital Management. "Investors learn really, really quickly, and we've seen Trump in … a lot of times just in the last 13 months make the really extreme, maximalist demands, and then settle for something much more reasonable. I think investors are assuming that happens here as well." There were some risk-off movements last week, to be sure – the CBOE Volatility Index rose above 29, the U.S. dollar index saw a weekly gain and stocks ultimately finished with weekly losses. In all, the S & P 500 fell 2% last week, but it is still only less than 4% from its recent high. Stocks would have posted much larger weekly losses than they did if investors weren't betting that the war will be short-lived, Ellerbroek said. That's even after Trump said last week that while he expects the war with Iran to last four to five weeks, it could go on " far longer ...
Just_Super/iStock via Getty Images Investment Thesis Since my last coverage , Nvidia ( NVDA ) has declined by 4%, but the investment thesis has never been stronger. Nvidia isn’t just selling GPUs; they are creating the operating system for the AI economy. With the work of Blackwell and the upcoming Rubin platform, Nvidia is collapsing the cost of inference while increasing performance per watt acr...
Just_Super/iStock via Getty Images Investment Thesis Since my last coverage , Nvidia ( NVDA ) has declined by 4%, but the investment thesis has never been stronger. Nvidia isn’t just selling GPUs; they are creating the operating system for the AI economy. With the work of Blackwell and the upcoming Rubin platform, Nvidia is collapsing the cost of inference while increasing performance per watt across their stack of compute, networking, and CUDA software. As AI moves from model-based to agent-based inference to generate billions of tokens per day, hyperscalers will need to scale their infrastructure, effectively putting Nvidia in a position to win a disproportionate amount of the world’s increasing AI compute spend. Blackwell to Rubin Drives 10X Token Cost Drop by 2027 In my view, Nvidia holds a moat through an integrated computing and networking architecture that monetizes the transition from model training to inference and Agentic AI. This architecture is based on the Blackwell and upcoming Rubin platforms. It derived record results in Q4 with total topline hitting $68.13 billion, marking a 73% increase YoY. Similarly, the Data Center segment led with $62.13 billion of this total. The segment topline jumped 75% YoY and 22% QoQ. This expansion points out that demand for accelerated computing infrastructure may continue to outpace supply. As I see it, the main component of this growth is the shift toward inference-heavy workloads. As per Nvidia’s management, compute equals revenues for cloud service providers. Thus, as enterprises deploy AI agents, the volume of tokens generated highly increases. Unlike pre-recorded software, gen AI produces content in real-time and needs continuous computation. Nvidia is targeting this demand by optimizing performance per watt. Q4 Earnings Moreover, the GB300 NVL72 system delivers up to 50x better performance per watt and 35x lower cost per token against the Hopper gen. This performance incentivizes hyperscalers to upgrade infrastru...
Just_Super/iStock via Getty Images Investment Thesis Since my last coverage , Nvidia ( NVDA ) has declined by 4%, but the investment thesis has never been stronger. Nvidia isn’t just selling GPUs; they are creating the operating system for the AI economy. With the work of Blackwell and the upcoming Rubin platform, Nvidia is collapsing the cost of inference while increasing performance per watt acr...
Just_Super/iStock via Getty Images Investment Thesis Since my last coverage , Nvidia ( NVDA ) has declined by 4%, but the investment thesis has never been stronger. Nvidia isn’t just selling GPUs; they are creating the operating system for the AI economy. With the work of Blackwell and the upcoming Rubin platform, Nvidia is collapsing the cost of inference while increasing performance per watt across their stack of compute, networking, and CUDA software. As AI moves from model-based to agent-based inference to generate billions of tokens per day, hyperscalers will need to scale their infrastructure, effectively putting Nvidia in a position to win a disproportionate amount of the world’s increasing AI compute spend. Blackwell to Rubin Drives 10X Token Cost Drop by 2027 In my view, Nvidia holds a moat through an integrated computing and networking architecture that monetizes the transition from model training to inference and Agentic AI. This architecture is based on the Blackwell and upcoming Rubin platforms. It derived record results in Q4 with total topline hitting $68.13 billion, marking a 73% increase YoY. Similarly, the Data Center segment led with $62.13 billion of this total. The segment topline jumped 75% YoY and 22% QoQ. This expansion points out that demand for accelerated computing infrastructure may continue to outpace supply. As I see it, the main component of this growth is the shift toward inference-heavy workloads. As per Nvidia’s management, compute equals revenues for cloud service providers. Thus, as enterprises deploy AI agents, the volume of tokens generated highly increases. Unlike pre-recorded software, gen AI produces content in real-time and needs continuous computation. Nvidia is targeting this demand by optimizing performance per watt. Q4 Earnings Moreover, the GB300 NVL72 system delivers up to 50x better performance per watt and 35x lower cost per token against the Hopper gen. This performance incentivizes hyperscalers to upgrade infrastru...
Parallel Advisors LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 351,838 shares of the information services provider's stock after acquiring an additional 4,107 shares during the quarter. Alphabet comprises 1.6% of Parallel Advisor...
Parallel Advisors LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 351,838 shares of the information services provider's stock after acquiring an additional 4,107 shares during the quarter. Alphabet comprises 1.6% of Parallel Advisors LLC's investment portfolio, making the stock its 9th biggest position. Parallel Advisors LLC's holdings in Alphabet were worth $85,690,000 as of its most recent SEC filing. Other hedge funds also recently bought and sold shares of the company. University of Illinois Foundation acquired a new position in shares of Alphabet during the 2nd quarter worth approximately $31,000. Manning & Napier Advisors LLC acquired a new stake in shares of Alphabet in the third quarter valued at approximately $32,000. Horrell Capital Management Inc. lifted its position in Alphabet by 100.0% during the second quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock worth $35,000 after buying an additional 100 shares in the last quarter. Tripletail Wealth Management LLC purchased a new position in Alphabet during the third quarter worth approximately $40,000. Finally, Decker Retirement Planning Inc. boosted its stake in Alphabet by 60.9% during the second quarter. Decker Retirement Planning Inc. now owns 251 shares of the information services provider's stock worth $45,000 after buying an additional 95 shares during the last quarter. Institutional investors and hedge funds own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Insider Activity at Alphabet In related news, CAO Amie Thuener O'toole sold 2,778 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $312.30, for a total transaction of $867,569.40. Following the completion of the transaction, the chief accountin...