Rebellions CEO Sunghyun Park discusses how his AI semiconductor startup plans to compete with the likes of Nvidia and AMD in the AI chip space. He speaks with Haslinda Amin from the sidelines of 'IMF Conference; Asia 2050'. (Source: Bloomberg)
Rebellions CEO Sunghyun Park discusses how his AI semiconductor startup plans to compete with the likes of Nvidia and AMD in the AI chip space. He speaks with Haslinda Amin from the sidelines of 'IMF Conference; Asia 2050'. (Source: Bloomberg)
Huntley was arrested the same day. He was subsequently convicted and sentenced to a minimum of 40 years for the double murders, with the judge saying "in your lies and manipulation up to this very day, you have increased the suffering you have caused the two families".
Huntley was arrested the same day. He was subsequently convicted and sentenced to a minimum of 40 years for the double murders, with the judge saying "in your lies and manipulation up to this very day, you have increased the suffering you have caused the two families".
Over the long run, Wall Street is, arguably, the world's greatest wealth creator. The benchmark S&P 500 (^GSPC 1.33%) has never declined over any rolling 20-year period, while the Dow Jones Industrial Average (^DJI 0.95%) and Nasdaq Composite (^IXIC 1.59%) have often rallied in lockstep with the S&P 500 to record-closing highs. However, short-term directional moves in equities are far less certain...
Over the long run, Wall Street is, arguably, the world's greatest wealth creator. The benchmark S&P 500 (^GSPC 1.33%) has never declined over any rolling 20-year period, while the Dow Jones Industrial Average (^DJI 0.95%) and Nasdaq Composite (^IXIC 1.59%) have often rallied in lockstep with the S&P 500 to record-closing highs. However, short-term directional moves in equities are far less certain -- especially when major geopolitical events are introduced into the equation. On Feb. 28, U.S. and Israeli forces commenced military operations against Iran, which has clearly roiled equity markets. The question on investors' minds is: Will the Iran war lead to a stock market crash? While nothing can be said with concrete certainty, nine decades of history provide invaluable insight. Major geopolitical events can create brief periods of panic in select situations Over the previous nine decades, there has been no shortage of major geopolitical events, including wars, terrorist attacks, assassination attempts on world leaders, invasions, and financial crises. While many of these events resulted in emotion-driven trading and heightened short-term volatility, a stock market crash was uncommon. But among these dozens of major geopolitical events, the one variable that has increased the probability of a stock market crash is oil. When global energy supply is disrupted or at risk of being constrained by a geopolitical event, we've been more likely to see a significant short-term swoon in stocks or even a brief stock market crash. For example, in the three weeks following Iraq's invasion of Kuwait in August 1990, the S&P 500 shed 13% of its value. In October 1973, when the Arab members of OPEC banned oil exports to select nations supporting Israel (the U.S. included), the S&P 500 lost 17% of its value in under two months, and plummeted by roughly 44% over 11.5 months. When the supply of oil is constrained, its spot price can soar. In the wake of the Iran war commencing and the St...
Key Points Although the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have soared over long periods, short-term directional moves in these indexes are much harder to pinpoint. While most major geopolitical events don't lead to a stock market crash, those involving constraints on oil supply are more likely to cause turbulence on Wall Street. The nonlinear nature of economic cycles fav...
Key Points Although the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have soared over long periods, short-term directional moves in these indexes are much harder to pinpoint. While most major geopolitical events don't lead to a stock market crash, those involving constraints on oil supply are more likely to cause turbulence on Wall Street. The nonlinear nature of economic cycles favors long-term optimism. 10 stocks we like better than S&P 500 Index › Over the long run, Wall Street is, arguably, the world's greatest wealth creator. The benchmark S&P 500 (SNPINDEX: ^GSPC) has never declined over any rolling 20-year period, while the Dow Jones Industrial Average (DJINDICES: ^DJI) and Nasdaq Composite (NASDAQINDEX: ^IXIC) have often rallied in lockstep with the S&P 500 to record-closing highs. However, short-term directional moves in equities are far less certain -- especially when major geopolitical events are introduced into the equation. 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 » On Feb. 28, U.S. and Israeli forces commenced military operations against Iran, which has clearly roiled equity markets. The question on investors' minds is: Will the Iran war lead to a stock market crash? While nothing can be said with concrete certainty, nine decades of history provide invaluable insight. Major geopolitical events can create brief periods of panic in select situations Over the previous nine decades, there has been no shortage of major geopolitical events, including wars, terrorist attacks, assassination attempts on world leaders, invasions, and financial crises. While many of these events resulted in emotion-driven trading and heightened short-term volatility, a stock market crash was uncommon. But among these dozens of major geopolitical events, the one variable that has increased th...
iamporpla/iStock via Getty Images Fertilizer producers in top producer Russia will be unable to make up for a potential global shortfall from the Middle East war, as their ability to boost supply is constrained, Reuters reported Friday. The conflict has shut down fertilizer plants in the region and disrupted shipping routes through the Strait of Hormuz, which transits about a third of global tra...
iamporpla/iStock via Getty Images Fertilizer producers in top producer Russia will be unable to make up for a potential global shortfall from the Middle East war, as their ability to boost supply is constrained, Reuters reported Friday. The conflict has shut down fertilizer plants in the region and disrupted shipping routes through the Strait of Hormuz, which transits about a third of global trade in fertilizers. Russia accounts for ~20% of global fertilizer trade, but limited capacity, domestic export caps and attacks by Ukraine on some of the country's largest plants all constrain its ability to ramp up output, according to the report . A Ukrainian drone attack last week on Dorogobuzh, one of Russia's largest plants, has temporarily knocked out ~5% of the country's overall fertilizer production capacity. Russia, also the world's leading exporter of wheat, has maintained fertilizer export restrictions since 2021 to ensure sufficient supply on the domestic market. CF Industries ( CF ) was the S&P 500's top gainer on Friday, rising 4.5%; other potentially relevant stocks include Mosaic ( MOS ), Nutrien ( NTR ) and Yara ( YARIY ) ( YRAIF ). More on CF Industries CF Industries: Fertilizer Politics Cuts Both Ways CF Industries: The Valuation Disconnect Is Still Too Big To Ignore CF Industries Q4 2025 Earnings Call Presentation
The long game of Rick Tsai: from TSMC’s darkest hour to the AI era Joseph Chen, DIGITIMES Asia, Taipei In November 2008, Dr. Rick Tsai was the CEO of Taiwan Semiconductor Manufacturing Co. (TSMC), staring into a literal abyss. The global financial system was in freefall, and at the world’s most critical chipmaker, the lights were dimming. Utilization rates—the lifeblood of a semiconductor fab—had ...
The long game of Rick Tsai: from TSMC’s darkest hour to the AI era Joseph Chen, DIGITIMES Asia, Taipei In November 2008, Dr. Rick Tsai was the CEO of Taiwan Semiconductor Manufacturing Co. (TSMC), staring into a literal abyss. The global financial system was in freefall, and at the world’s most critical chipmaker, the lights were dimming. Utilization rates—the lifeblood of a semiconductor fab—had plummeted below 40%. Orders were vanishing. "I remember talking to you back then," recalled Jodi Shelton, host of the podcast "A Bit Personal with Jodi Shelton," during a recent sit-down in Taipei. "You told me, 'I have no idea what revenues are going to be.'" The interview, titled "From TSMC to MediaTek: Rick Tsai on Precision, Resilience, and the Art of the Long Game," offers a rare and deeply personal window into the life of one of the semiconductor industry’s most influential architects. While competitors retreated during that 2008 crisis, Tsai executed a counter-intuitive maneuver that would later define his legacy. He ordered his R&D teams to accelerate. Not just to maintain, but to sprint at 110% capacity. "We were building Fab 14 at the time," Tsai explained. "I told them, 'Don't stop. We will need that capacity.'" It was a classic "Long Game" play—a bet on the eventual return of demand that many at the time thought was suicidal. It worked. When the market rebounded, TSMC was the only player with the capacity to meet it. Today, as the CEO of MediaTek Inc., Tsai is applying that same brand of "ruthless resilience" to the $1 trillion AI revolution. Credit: A Bit Personal with Jodi Shelton The McDonald’s Sacrifice Taiwan’s current dominance in the $600 billion semiconductor industry is often viewed as a triumph of industrial policy. But for Tsai, it is a story of personal grit. He traces the origins back to 1976, to a group of young engineers sent to RCA in the U.S. for a technology transfer program. The group included names that are now legends in Taipei’s Hsinchu Sci...
Bitfarms (BITF 8.33%) is a Canadian company making a potentially lucrative transition from Bitcoin mining to AI data centers. Last month, its board approved plans to move the company to the U.S. and rebrand as Keel Infrastructure. It doesn't cost much to add Bitfarms to your portfolio, as the current price is a little over $2 a share. Is this an opportunity to get in early on a stock set to delive...
Bitfarms (BITF 8.33%) is a Canadian company making a potentially lucrative transition from Bitcoin mining to AI data centers. Last month, its board approved plans to move the company to the U.S. and rebrand as Keel Infrastructure. It doesn't cost much to add Bitfarms to your portfolio, as the current price is a little over $2 a share. Is this an opportunity to get in early on a stock set to deliver life-changing returns? The AI infrastructure pivot is a popular move for Bitcoin mining companies, and it makes sense from a financial perspective. They go from mining a highly volatile cryptocurrency, with rewards that are cut in half about every four years, to providing data center capacity for top AI companies. For an idea of how much that can generate, Cipher Mining, another miner pivoting to AI infrastructure, signed a 15-year lease with Amazon Web Services last month. The deal is worth approximately $5.5 billion, about $367 million per year, for 300 megawatts of data center capacity. Bitfarms has an impressive 2.1 gigawatts in its North American energy portfolio. Last November, it signed a binding agreement with an unnamed American multinational for $128 million to provide 18 megawatts of data center capacity. If Bitfarms can continue lining up deals like these, its revenue (and share price) could skyrocket. Expand NASDAQ : BITF Bitfarms Today's Change ( -8.33 %) $ -0.18 Current Price $ 2.04 Key Data Points Market Cap $1.3B Day's Range $ 2.00 - $ 2.13 52wk Range $ 0.67 - $ 6.60 Volume 1.1M Avg Vol 38M Gross Margin -278.35 % However, there's plenty of competition for those AI hosting contracts, both from other mining operations and established data center providers, including Applied Digital and Equinix. The transition to AI infrastructure is also an expensive one, and Bitfarms is already operating at a loss, with $96 million in trailing net losses. Given the intense competition in this space, I'm doubtful Bitfarms is a millionaire-maker. It could still deliver excel...
Key Points Once purely a Bitcoin miner, Bitfarms is now leasing out data center capacity. The company's 2.1-gigawatt energy portfolio could drive significant revenue growth. 10 stocks we like better than Bitfarms › Bitfarms (NASDAQ: BITF) is a Canadian company making a potentially lucrative transition from Bitcoin mining to AI data centers. Last month, its board approved plans to move the company ...
Key Points Once purely a Bitcoin miner, Bitfarms is now leasing out data center capacity. The company's 2.1-gigawatt energy portfolio could drive significant revenue growth. 10 stocks we like better than Bitfarms › Bitfarms (NASDAQ: BITF) is a Canadian company making a potentially lucrative transition from Bitcoin mining to AI data centers. Last month, its board approved plans to move the company to the U.S. and rebrand as Keel Infrastructure. It doesn't cost much to add Bitfarms to your portfolio, as the current price is a little over $2 a share. Is this an opportunity to get in early on a stock set to deliver life-changing returns? 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 » The AI infrastructure pivot is a popular move for Bitcoin mining companies, and it makes sense from a financial perspective. They go from mining a highly volatile cryptocurrency, with rewards that are cut in half about every four years, to providing data center capacity for top AI companies. For an idea of how much that can generate, Cipher Mining, another miner pivoting to AI infrastructure, signed a 15-year lease with Amazon Web Services last month. The deal is worth approximately $5.5 billion, about $367 million per year, for 300 megawatts of data center capacity. Bitfarms has an impressive 2.1 gigawatts in its North American energy portfolio. Last November, it signed a binding agreement with an unnamed American multinational for $128 million to provide 18 megawatts of data center capacity. If Bitfarms can continue lining up deals like these, its revenue (and share price) could skyrocket. However, there's plenty of competition for those AI hosting contracts, both from other mining operations and established data center providers, including Applied Digital and Equinix. The transition to AI infrastructure is also an exp...
Palantir Technologies Inc.'s flagship military AI platform is reportedly facing disruption after the Pentagon ordered contractors to halt commercial ties with Anthropic. Pentagon Order Forces AI Supplier Shift Palantir's Maven Smart Systems — software used by the U.S. military for intelligence analysis and weapons targeting — relies on workflows built with Anthropic's Claude AI model, Reuters repo...
Palantir Technologies Inc.'s flagship military AI platform is reportedly facing disruption after the Pentagon ordered contractors to halt commercial ties with Anthropic. Pentagon Order Forces AI Supplier Shift Palantir's Maven Smart Systems — software used by the U.S. military for intelligence analysis and weapons targeting — relies on workflows built with Anthropic's Claude AI model, Reuters reported on Wednesday, citing people familiar with the matter. The development comes after President Donald Trump directed the government to stop working with Anthropic following a dispute between the AI startup and the Pentagon over safety restrictions tied to autonomous weapons and surveillance. Don't Miss: Defense Secretary Pete Hegseth said the change should take effect immediately, stating that contractors and partners doing business with the U.S. military must cease commercial activities with Anthropic. Palantir May Need To Rebuild Parts Of Maven The directive means Palantir needs to replace Claude with another AI model and rebuild sections of the Maven platform, the report noted, citing one source. It remains unclear how long the transition could take. Anthropic, Palantir and Pentagon did not immediately respond to Benzinga's request for comments. Palantir holds Maven-related contracts with the Defense Department and other national security agencies that could exceed $1 billion in potential value. Earlier this week, CEO Alex Karp appeared to reference the dispute during remarks at a defense technology conference in Washington, warning that Silicon Valley companies that undermine military partnerships risk pushing the U.S. toward nationalizing technology development. Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights Wider Impact On Defense AI Ecosystem Anthropic's removal from defense-related systems highlights the challenge facing the Pentagon and its contractors as AI tools become deeply embedded across government and private-secto...
Central Bank of Sri Lanka Governor P Nandalal Weerasinghe believes his country is in a 'good position' to be able to absorb the price shocks from the Middle East conflict. He speaks with Haslinda Amin from the sidelines of 'IMF Conference; Asia 2050'. (Source: Bloomberg)
Central Bank of Sri Lanka Governor P Nandalal Weerasinghe believes his country is in a 'good position' to be able to absorb the price shocks from the Middle East conflict. He speaks with Haslinda Amin from the sidelines of 'IMF Conference; Asia 2050'. (Source: Bloomberg)
My grandma, now in her 90s, has long held together an extended family including four children and six grandchildren. As a Chinese saying goes, “Having an elder in the family is like having a treasure.” While my aunt, father and two uncles all live near her in the same city in northern China, my generation has ventured out to different places. Yet no matter where we have settled, no trip home is co...
My grandma, now in her 90s, has long held together an extended family including four children and six grandchildren. As a Chinese saying goes, “Having an elder in the family is like having a treasure.” While my aunt, father and two uncles all live near her in the same city in northern China, my generation has ventured out to different places. Yet no matter where we have settled, no trip home is complete without a visit to Grandma. When I first moved to Beijing, I had to travel about five hours by train – a journey that takes only two hours by high-speed rail nowadays. In the intervening decades, I have completed my studies, found a job and started a family of my own in the national capital. Meanwhile, Grandma has been facing one battle after another: lung cancer, a stroke, Alzheimer’s disease. Her days follow a strict medication routine, increasingly and carefully managed by her ageing offspring. Advertisement My father still recalls the emotional and financial strain that was put on the family when she was diagnosed with lung cancer , the leading cause of cancer-related deaths in China. One pill to be taken daily “used to cost about 500 yuan”, he said. Gefitinib, the key targeted drug sold under the brand name Iressa, was thus unaffordable for many, as the total cost of treatment could run to several hundred thousand yuan. My grandpa emptied his savings. My father and his siblings didn’t have much but also stepped up and shared the expenses. Advertisement
Bessent Says US May "Unsanction" More Russian Oil Amid Energy Crisis Yesterday, when discussing the stunning development that Russia would be granted a one-month license to sell (formerly) sanctioned oil to india while the Straits of Hormuz are blocked, we said that this step is just the start, and precited "unlimited extensions" in the future. We had to wait less than 24 hours for this to come tr...
Bessent Says US May "Unsanction" More Russian Oil Amid Energy Crisis Yesterday, when discussing the stunning development that Russia would be granted a one-month license to sell (formerly) sanctioned oil to india while the Straits of Hormuz are blocked, we said that this step is just the start, and precited "unlimited extensions" in the future. We had to wait less than 24 hours for this to come true. Speaking to Fox Business, Treasury Secretary Scott Bessent said the US may lift sanctions on further Russian oil supply after a move Thursday to give Indian refiners the green light to purchase crude from the nation. “Treasury agreed to let our allies in India start buying Russian oil that was already on the water,” Bessent said, explaining that "to ease the temporary gap of oil around the world, we have given them permission to accept the Russian oil. We may unsanction other Russian oil.” NEW: U.S. Treasury Secretary Scott Bessent: Due to the temporary global oil gap, we may also unsanction other Russian oil. pic.twitter.com/dvP6IIsLoQ — Clash Report (@clashreport) March 6, 2026 Bessent said there’s “ hundreds of millions of sanctioned barrels of crude on the water now and in essence, by unsanctioning them, Treasury can create supply,” he said, quoting verbatim what we said on February 19. Cushing drained at fastest pace since June while hundreds of millions of barrels are stuck at sea. Vitol will make a trillion $ this year. — zerohedge (@zerohedge) February 19, 2026 He was referring to this chart: Crude prices surged past $90 a barrel on Friday, rising to the highest level since 2023, as fighting in the region kept tankers away from the Strait of Hormuz, with some traders and energy executives warning that prices could climb to more than $100 per barrel if the conflict continues and local producers are forced to shut in production. Bessent echoed other officials in anticipating the US efforts to defeat Iran will prove victorious. “Our campaign has been overwhelming,”...
Key Points Samsara's sales and profits are growing quickly. Businesses that depend on physical assets also want to digitize their operations. 10 stocks we like better than Samsara › Shares of Samsara (NYSE: IOT) rallied on Friday after the connected operations platform reported strong quarterly growth metrics. By the close of trading, Samsara's stock price was up nearly 20%. Will AI create the wor...
Key Points Samsara's sales and profits are growing quickly. Businesses that depend on physical assets also want to digitize their operations. 10 stocks we like better than Samsara › Shares of Samsara (NYSE: IOT) rallied on Friday after the connected operations platform reported strong quarterly growth metrics. By the close of trading, Samsara's stock price was up nearly 20%. 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 » Digitizing the physical Samsara's revenue rose 28% year over year to $444.3 million in its fiscal 2026 fourth quarter, which ended on Jan. 31. The tech company's adjusted earnings, in turn, soared 115% to $0.56 per share. The Internet of Things (IoT) leader helps businesses digitize their physical operations. Think vehicles, trailers, and shipping containers linked via a system of hardware devices, cloud networks, data integrations, and artificial intelligence (AI). In a letter to shareholders, CEO Sanjit Biswas noted that Samsara collects a whopping 25 trillion data points annually. "This data provides us with a unique moat that fuels a powerful data network effect: as we add more customers and assets, our AI models become more insightful for everyone on the platform, creating a compounding advantage that is difficult for others to replicate." A long runway for further expansion Samsara projects its full-year revenue to grow by roughly 22% to $1.97 billion in fiscal 2027. The company also expects adjusted earnings per share of $0.65 to $0.69. "We are in the early innings of a multi-decade opportunity to transform the physical world," Biswas said. Should you buy stock in Samsara right now? Before you buy stock in Samsara, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Samsara wasn’t ...