The iShares Expanded Tech-Software Sector Exchange-Traded fund—which owns large software names such as Microsoft Oracle Salesforce Adobe, and Palantir —is up 12% since late February, after a brutal monthslong selloff. The market is concerned that the privately-owned AI pioneers Anthropic and OpenAI will take market share from the many software vendors that provide tools to businesses and people. T...
The iShares Expanded Tech-Software Sector Exchange-Traded fund—which owns large software names such as Microsoft Oracle Salesforce Adobe, and Palantir —is up 12% since late February, after a brutal monthslong selloff. The market is concerned that the privately-owned AI pioneers Anthropic and OpenAI will take market share from the many software vendors that provide tools to businesses and people. The industry’s early recovery comes as bargain hunters take a chance on these beaten-down names, betting that some can still thrive despite AI.
There is no reason to be rattled by the surge in bond issuance from hyperscalers, according to Bob Michele, chief investment officer and head of global fixed income at JPMorgan Asset Management. While the market's focus this week has largely been on the U.S.-Iran conflict , artificial intelligence's power to disrupt certain businesses has remained a concern for stock investors. While that potentia...
There is no reason to be rattled by the surge in bond issuance from hyperscalers, according to Bob Michele, chief investment officer and head of global fixed income at JPMorgan Asset Management. While the market's focus this week has largely been on the U.S.-Iran conflict , artificial intelligence's power to disrupt certain businesses has remained a concern for stock investors. While that potential disruption isn't a big fear in the bond market, credit investors are worried about the boost in issuance from big tech companies racing to invest in AI, according to a recent Bank of America survey. For the first time, credit investors said an AI bubble was their biggest worry , with high-grade investors anticipating $285 billion in hyperscaler issuance this year, the firm said in a note last week. While names like Alphabet , Amazon , Oracle and Meta have historically self-funded their growth, they recently began turning to the bond market to help pay for the huge boost in their capital expenditure plans. "When you see the hyperscalers come to market, it is jarring to a market which has viewed them as having tremendous excess free cash flow," Michele said. "But if you just step back and run your credit and leverage metrics, I think you're okay." In fact, there have been other periods of elevated issuance from certain sectors, like the banks in the 1990s, Michele said. Over time, the market learns to absorb it and differentiate the good borrowers from the bad, he noted. He believes the hyperscalers, which are issuing debt that is investment grade, are being thoughtful about how they are coming into the market. "They're not borrowing and spending unless they're seeing the demand there, and the demand there must be enormous for them to go ahead and want to invest in the build out," Michele noted. "The demand is there, which means the orders are there, which means the cash flow will ultimately be there." The marginal borrowers, however, haven't really entered the bond market ...
A 10% move higher in Ethereum (ETH +9.54%) over the past 24 hours (as of 2:45 p.m. ET) has some investors rethinking their recent portfolio allocation moves. Expand CRYPTO : ETH Ethereum Today's Change ( 9.54 %) $ 188.93 Current Price $ 2170.00 Key Data Points Market Cap $262B Day's Range $ 1948.58 - $ 2192.82 52wk Range $ 1398.62 - $ 4946.05 Volume 33B Indeed, we've seen a flurry of capital into ...
A 10% move higher in Ethereum (ETH +9.54%) over the past 24 hours (as of 2:45 p.m. ET) has some investors rethinking their recent portfolio allocation moves. Expand CRYPTO : ETH Ethereum Today's Change ( 9.54 %) $ 188.93 Current Price $ 2170.00 Key Data Points Market Cap $262B Day's Range $ 1948.58 - $ 2192.82 52wk Range $ 1398.62 - $ 4946.05 Volume 33B Indeed, we've seen a flurry of capital into the cryptocurrency sector begin to abate in recent weeks, as geopolitical tensions have risen to levels not seen since 9/11 (according to some analysts) and uncertainty has taken over nearly all headlines in financial markets. In the cryptocurrency sector, one which is much more sensitive to near-term sentiment and uncertainty-related risks, that's a big deal. That said, with investors looking through ongoing conflicts in Iran and now Ecuador (as of this morning), it does appear that risk-on momentum is picking up. Here's what to make of Ethereum's impressive 10% daily move, which has propelled the world's second-largest token back above the key $2,000 level today. Can Ethereum hold this key level? I think most investors who have remained exposed to Ethereum for some period of time may not necessarily be as excited as one might think, after today's move. That's because Ethereum (and many other digital assets for that matter) have bounced around a great deal in recent months, breaking below key psychological thresholds on several occasions. But with Ethereum's strong move today, chatter in the Ethereum community looks much more bullish than it has in recent weeks. The idea among many investors is that this level can not only be held, but that Ethereum could potentially push back toward $3,000 per token (and beyond) if we can get through this near-term swarm of negative headlines. We'll see on that front. In the meantime, Ethereum holders appear to be looking at key fundamental developments within the Ethereum ecosystem positively once again. Most of the recent discussion I'v...
Key Points Ethereum's impressive double-digit daily return has stoked renewed interest in the world's second-largest digital asset. Today's move comes amid a broad market recovery, as investors look past recent geopolitical events toward a brighter future. Here's why I think this recent surge could be indicative of value-seeking investor behavior, which could last longer than some think. 10 stocks...
Key Points Ethereum's impressive double-digit daily return has stoked renewed interest in the world's second-largest digital asset. Today's move comes amid a broad market recovery, as investors look past recent geopolitical events toward a brighter future. Here's why I think this recent surge could be indicative of value-seeking investor behavior, which could last longer than some think. 10 stocks we like better than Ethereum › A 10% move higher in Ethereum (CRYPTO: ETH) over the past 24 hours (as of 2:45 p.m. ET) has some investors rethinking their recent portfolio allocation moves. Indeed, we've seen a flurry of capital into the cryptocurrency sector begin to abate in recent weeks, as geopolitical tensions have risen to levels not seen since 9/11 (according to some analysts) and uncertainty has taken over nearly all headlines in financial markets. In the cryptocurrency sector, one which is much more sensitive to near-term sentiment and uncertainty-related risks, that's a big deal. 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 » That said, with investors looking through ongoing conflicts in Iran and now Ecuador (as of this morning), it does appear that risk-on momentum is picking up. Here's what to make of Ethereum's impressive 10% daily move, which has propelled the world's second-largest token back above the key $2,000 level today. Can Ethereum hold this key level? I think most investors who have remained exposed to Ethereum for some period of time may not necessarily be as excited as one might think, after today's move. That's because Ethereum (and many other digital assets for that matter) have bounced around a great deal in recent months, breaking below key psychological thresholds on several occasions. But with Ethereum's strong move today, chatter in the Ethereum community looks much more ...
Retail investors check A-share closing prices in Hai’an, Jiangsu province, on March 4, 2026. Photo: IC Rising tensions in the Middle East are pushing up prices of key minerals vital to military production, sending shares of companies that produce these so-called “war metals” sharply higher. Tungsten, antimony and tantalum have drawn renewed attention because of their extensive use in defense manuf...
Retail investors check A-share closing prices in Hai’an, Jiangsu province, on March 4, 2026. Photo: IC Rising tensions in the Middle East are pushing up prices of key minerals vital to military production, sending shares of companies that produce these so-called “war metals” sharply higher. Tungsten, antimony and tantalum have drawn renewed attention because of their extensive use in defense manufacturing. On Wednesday, shares of major tungsten producers rallied. Shenzhen-listed Zhangyuan Tungsten Co. Ltd. closed up 8%, while China Tungsten and Hightech Materials Co. Ltd. gained 2.4%. Shanghai-listed Xiamen Tungsten Co. Ltd. rose 4.2%, and Guangdong Xianglu Tungsten Co. Ltd. climbed 5.4%.
The near future of game consoles could look a lot like the past. Once a hallmark of the industry, over the last few years console-exclusive games have steadily become rare, as the likes of Sony and Microsoft experimented with offering titles on multiple platforms. Heck, who knows what an Xbox even is anymore? But it seems that the experiments haven’t paid off. Signs are pointing to the return of e...
The near future of game consoles could look a lot like the past. Once a hallmark of the industry, over the last few years console-exclusive games have steadily become rare, as the likes of Sony and Microsoft experimented with offering titles on multiple platforms. Heck, who knows what an Xbox even is anymore? But it seems that the experiments haven’t paid off. Signs are pointing to the return of exclusives, as companies lean on other ways to entice new audiences. The idea was that by offering games like God of War and The Last of Us in other places, particularly ubiquitous ones like PC and mobile, it would attract new players who would — ideally — go on to buy a PS5. But that never really happened, and Bloomberg notes that the PC ports didn’t sell especially well, and that some inside Sony worried that the strategy was diluting the PlayStation brand. With that in mind, moving on from the multiplatform strategy makes sense. Asha Sharma. Image: The Verge, Microsoft But there are hints that Microsoft too could be scaling back here as well, though it’s much less clear than with Sony. As part of a big leadership shakeup, new Microsoft Gaming CEO Asha Sharma said that one of her goals was to focus on “our core Xbox fans and players.” And while she noted that “gaming now lives across devices, not within the limits of any single piece of hardware,” she still emphasized “a renewed commitment to Xbox starting with console which has shaped who we are.” Perhaps more tellingly, in response to a fan on X about the importance of exclusive games, Sharma replied simply “Hear you.” What both of these shifts signify is that multiplatform releases haven’t done the job of driving players to buy consoles like these companies expected. You only need to look at Nintendo to see a more clear-cut example of this at play. The company never released games on rival consoles, but it made a big splash in the world of mobile with Super Mario Run, with the explicit intention of introducing its games...
Article 5 Looming: NATO Shoots Down Iranian Ballistic Missile Fired At Turkey There's looming fear that Trump's Operation Epic Fury is fast spinning into a broader regional war, even a possible WW3 scenario - though large powers like Russia and China are expected to remain on the sidelines. Illustrating this potential, on Wednesday a ballistic missile launched from Iran and tracked across Iraqi an...
Article 5 Looming: NATO Shoots Down Iranian Ballistic Missile Fired At Turkey There's looming fear that Trump's Operation Epic Fury is fast spinning into a broader regional war, even a possible WW3 scenario - though large powers like Russia and China are expected to remain on the sidelines. Illustrating this potential, on Wednesday a ballistic missile launched from Iran and tracked across Iraqi and Syrian airspace before heading toward Turkish territory was shot down by NATO air defenses, according to Turkey's Defense Ministry. Open source file image: Launcher for Iranian Zolfaghar ballistic missiles NATO Article 5 potential? Pentagon chief Pete Hegseth was quick to downplay the issue, saying in a fresh briefing: "On the matter with Turkey, I'll have to get back to you on exactly what the intercept looked like," before adding, "We're aware of that particular engagement, although no sense that it would trigger anything like Article 5 ." In a sharply worded statement Wednesday, the Turkey's Defense Ministry laid out, "A ballistic munition launched from Iran, which was detected passing through Iraqi and Syrian airspace and heading towards Turkish airspace, was engaged in a timely manner by NATO air and missile defense assets stationed in the eastern Mediterranean and rendered inactive." No casualties have been reported in the highly alarming incident, though Ankara stressed it "reserves the right to respond" to any hostile act , and urged all sides to show restraint. Turkey has reportedly summoned the Iranian ambassador, while Foreign Minister Hakan Fidan lodged a formal protest with FM Abbas Araghchi, warning that "any steps that could further widen the conflict must be avoided," according to Reuters. Naturally, NATO quickly lined up behind Ankara , with a command statement condemning Iran's "targeting of Turkey" while declaring the alliance "stands firmly with all Allies, including Turkiye." "Our deterrence and defence posture remains strong across all domains, inclu...
Kenneth Cheung A Big Tech trade group has expressed concern over the Trump administration declaring Anthropic (ANTRHO) a "supply chain risk" because it won't allow its AI technology to be used by the U.S. military for domestic mass surveillance or fully autonomous weaponry. "We are concerned by recent reports regarding the Department of War’s consideration of imposing a supply chain risk designa...
Kenneth Cheung A Big Tech trade group has expressed concern over the Trump administration declaring Anthropic (ANTRHO) a "supply chain risk" because it won't allow its AI technology to be used by the U.S. military for domestic mass surveillance or fully autonomous weaponry. "We are concerned by recent reports regarding the Department of War’s consideration of imposing a supply chain risk designation in response to a procurement dispute," the Information Technology Industry Council said in a letter Wednesday to War Secretary Pete Hegseth, according to Reuters . The news agency noted that Anthropic wasn't specifically named in the letter. The letter went on to warn that the supply chain risk designation could "undermine the government’s access to the best-in-class products and services from American companies that serve all agencies and components of the federal government." Several leading tech companies belong to the trade group, including Nvidia ( NVDA ), Amazon ( AMZN ), Apple ( AAPL ), Alphabet's Google ( GOOG ) ( GOOGL ), IBM ( IBM ), Advanced Micro Devices ( AMD ), Intel ( INTC ), Meta ( META ), and Broadcom ( AVGO ), according to the group's website . The Trump administration designated Anthropic ( ANTHRO ) a "supply chain risk" last week, which means that government agencies are no longer allowed to use its AI technology and government contractors are barred from doing business with the company. More on Anthropic Why Anthropic's Claude Isn't The Cyber-Killer Wall Street Fears Hyperscalers have reached ‘peak negativity’ about capex – analyst Anthropic's investors attempt to soothe situation with Pentagon: report Seeking Alpha’s Quant Rating on Anthropic Financial information for Anthropic
A bipartisan group of six US senators pressed Intel Corp. for more information about its relationship with ACM Research Inc. , a maker of semiconductor equipment whose subsidiaries remain on a Commerce Department blacklist, following a 2024 listing for national security reasons. In a letter addressed to Intel Chief Executive Officer Lip-Bu Tan , the senators cited a Reuters report from December th...
A bipartisan group of six US senators pressed Intel Corp. for more information about its relationship with ACM Research Inc. , a maker of semiconductor equipment whose subsidiaries remain on a Commerce Department blacklist, following a 2024 listing for national security reasons. In a letter addressed to Intel Chief Executive Officer Lip-Bu Tan , the senators cited a Reuters report from December that the chipmaker had tested equipment from ACM used to create precise patterns in semiconductors. The lawmakers said that ACM units based in Shanghai and South Korea have previously done work with Chinese companies that the Pentagon has publicly connected to China’s military, including Semiconductor Manufacturing International Corp. , Yangtze Memory Technologies Co. and ChangXin Memory Technologies Inc. Intel’s reported work with ACM also raises concerns following President Donald Trump ’s decision last year for the US government to acquire a stake of up to 10% in the Santa Clara, California-based chipmaker, the senators wrote. They urged Intel to act as a responsible steward of US taxpayer dollars and called on it to “avoid further collaboration with ACM or any companies attempting to undermine US export controls.” Signers included Republicans Pete Ricketts , Jim Banks , and Tom Cotton , who heads the Intelligence Committee. The Democrats were Andy Kim , Elissa Slotkin , Elizabeth Warren , the party’s ranking member on the banking committee. Cotton, a key Trump ally, had raised concerns about Tan’s Chinese investments last year, just weeks before the government announced its investment plans. “This raises important questions about Intel’s fiduciary responsibility and approach to safeguarding the public interest,” wrote the senators. “Intel’s entanglements with blacklisted Chinese companies calls into question whether taxpayer dollars are subsidizing activities that could directly threaten US national security and leadership in semiconductor manufacturing.” An Intel spokesp...
Looking at the universe of stocks we cover at Dividend Channel , in trading on Friday, shares of Diversified Energy Company plc (Symbol: DEC) were yielding above the 8% mark based on its quarterly dividend (annualized to $1.16), with the stock changing hands as low as $14.35 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have pro...
Looking at the universe of stocks we cover at Dividend Channel , in trading on Friday, shares of Diversified Energy Company plc (Symbol: DEC) were yielding above the 8% mark based on its quarterly dividend (annualized to $1.16), with the stock changing hands as low as $14.35 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased shares of the iShares Russell 3000 ETF (IWV) back on 5/31/2000 — you would have paid $78.27 per share. Fast forward to 5/31/2012 and each share was worth $77.79 on that date, a loss of $0.48 or 0.6% decrease over twelve years. But now consider that you collected a whopping $10.77 per share in dividends over the same period, increasing your return to 13.15%. Even with dividends reinvested, that only amounts to an average annual total return of about 1.0%; so by comparison collecting a yield above 8% would appear considerably attractive if that yield is sustainable. Diversified Energy Company plc (Symbol: DEC) is a member of the Russell 3000, giving it special status as one of the largest 3000 companies on the U.S. stock markets. In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of Diversified Energy Company plc, looking at the history chart for DEC below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 8% annual yield. Click here to find out which 9 other dividend stocks just recently went on sale » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The war in Iran is setting the tone for the stock market again. Every major index opened Wednesday's session with a downswing, as the military conflict intensified. But after bottoming out around 9:45 a.m. ET, the market mood lightened and the leading index names have been up by at least 0.6% since mid-morning: ^SPX data by YCharts Big tech to the rescue Tech stocks led the recovery rally. Chip de...
The war in Iran is setting the tone for the stock market again. Every major index opened Wednesday's session with a downswing, as the military conflict intensified. But after bottoming out around 9:45 a.m. ET, the market mood lightened and the leading index names have been up by at least 0.6% since mid-morning: ^SPX data by YCharts Big tech to the rescue Tech stocks led the recovery rally. Chip designer Nvidia (NVDA +1.55%) is up by 2.2% as of 2:40 p.m. ET, as Amazon (AMZN +3.93%) gained 3.9% and Meta Platforms (META +1.98%) saw a 2.2% gain. As a result, the tech-heavy Nasdaq Composite (^IXIC +1.38%) index led the index gains with a 1.7% increase. The trillion-dollar giants had a milder impact on the price-weighted Dow Jones Industrial Average (^DJI +0.61%), and the highest-priced shares in this classic 30-name index chiefly gained 1% or less. In the middle of the pack, the S&P 500 (^GSPC +0.86%) showed a 1% afternoon gain from its more diversified selection of 503 stocks. Expand NASDAQINDEX : ^IXIC NASDAQ Composite Index Today's Change ( 1.38 %) $ 310.73 Current Price $ 22827.42 Key Data Points Day's Range $ 22570.67 - $ 22891.88 52wk Range $ 15267.91 - $ 23958.47 Is this a real rally or just a breather? This bounce isn't a victory rally. Nvidia's stock is still down 6% over the last week while Meta and Amazon are up by just 3% in the same period. All three stocks are trading double-digit percentages below their 52-week highs. Some investors are concerned that the AI boom is losing momentum; others expect the same AI tools to kill traditional software development and other industries. It's not surprising that market indexes have been volatile in this unpredictable setting. From military conflicts and international tensions to surprising tariffs and unexpected revisions to economic data, Wall Street is rife with market-moving disruptions these days. And the tech stock gains on Wednesday make sense in this light. Tech investors are craving signs of stability and a re...
When it comes to the smartphone market, Apple (AAPL 0.43%) has long been the biggest winner. Even when the company didn't have the largest market share, it long commanded the largest share of the profits. The final gem in the company's crown came in 2025, when the iPhone became the year's top seller, accounting for 20% of the market, according to Counterpoint Research. The company is also the mark...
When it comes to the smartphone market, Apple (AAPL 0.43%) has long been the biggest winner. Even when the company didn't have the largest market share, it long commanded the largest share of the profits. The final gem in the company's crown came in 2025, when the iPhone became the year's top seller, accounting for 20% of the market, according to Counterpoint Research. The company is also the market leader in several other product categories. Apple has long been known for its premium (read: high-priced) products that cater to the high end of the market, noted for their simplicity of design, superior technology, and ease of use. However, Apple is taking a different approach in 2026. In the face of memory shortages and high component prices, the company held the line on its lowest-priced iPhone, suggesting that Apple is determined to take market share from struggling competitors. More for less At Apple's big spring event this week, the company introduced several entry-level products that turned heads for being surprisingly affordable, at least by Apple standards. The headliner was the iPhone 17e, which features double the starting storage capacity at 256 GB. Yet the device came with a starting price of $599 -- the same as last year's iPhone 16e -- despite greater capabilities and higher input costs. This was a surprising move by Apple, as the cost of memory and storage chips has skyrocketed this year, driven higher by the rising adoption of artificial intelligence (AI), which has fueled unprecedented demand for servers and data centers. Memory chips in smartphones play a crucial role in running apps, while storage is needed for photos, videos, and other files stored on the devices. There are likely two factors at play here. First, Apple's supply chain prowess is well documented, and the company has historically inked multi-year agreements with suppliers to secure capacity and manage price fluctuations over longer periods of time. Second, the company also has a history...
Shares of Hycroft Mining (HYMC 1.57%) shot up 34.9% in February, according to data from S&P Global Market Intelligence. The company is a prospective gold and silver miner in Nevada, and has enjoyed massive price appreciation alongside the run-up in metals prices in the last twelve months. Hycroft stock is up nearly 2,000% in the last 12 months alone. Here's why the stock ran up yet again in Februa...
Shares of Hycroft Mining (HYMC 1.57%) shot up 34.9% in February, according to data from S&P Global Market Intelligence. The company is a prospective gold and silver miner in Nevada, and has enjoyed massive price appreciation alongside the run-up in metals prices in the last twelve months. Hycroft stock is up nearly 2,000% in the last 12 months alone. Here's why the stock ran up yet again in February, and whether it is a buy for your portfolio right now. Expand NASDAQ : HYMC Hycroft Mining Today's Change ( -1.57 %) $ -0.76 Current Price $ 47.75 Key Data Points Market Cap $4.0B Day's Range $ 45.56 - $ 50.33 52wk Range $ 2.28 - $ 58.73 Volume 83K Avg Vol 5.1M Rising prices, but no mining as of yet Due to narratives about safe-haven assets during market uncertainty, gold and silver prices have risen significantly over the last year. In the last 12 months, silver has risen 156% and gold 76%, making it two of the best periods to own these metals in modern history. For a miner like Hycroft, investors see rising commodity costs and envision a boatload of new profits. A mine's input costs -- such as equipment and labor -- will be relatively fixed, while the selling price of metal getting refined can change dramatically, meaning that if the price of gold or silver goes up 100%, that can mean 100% of the increase in revenue from the same mining output falls straight to the bottom line. What's more, in February, Hycroft indicated that it had increased its potential mineral deposits by 55% from new surveys, which could mean a more productive mine when operating. The problem is, Hycroft Mining does not actually operate its mine today. It has generated zero revenue over the past 12 months, rendering all these mining profits theoretical. Should you buy Hycroft Mining stock? We may look back on this period and say that Hycroft Mining completely wasted a golden opportunity -- no pun intended -- during an upcycle in the price of gold and silver. The company is likely to take many year...
Investing.com -- Nvidia CEO Jensen Huang on Wednesday said that a $100 billion investment in OpenAI is "not in the cards," reflected on "higher than very high" demand for the company's products, and shared his vision that compute will equal revenue for every firm in the world in the near future. Speaking at the Morgan Stanley Technology, Media and Telecom conference, Huang said that Nvidia has com...
Investing.com -- Nvidia CEO Jensen Huang on Wednesday said that a $100 billion investment in OpenAI is "not in the cards," reflected on "higher than very high" demand for the company's products, and shared his vision that compute will equal revenue for every firm in the world in the near future. Speaking at the Morgan Stanley Technology, Media and Telecom conference, Huang said that Nvidia has completed a $30 billion investment in OpenAI, which he described as potentially the last chance to invest in a company of this significance. He added that the previously touted $100 billion deal was not possible, as the artificial intelligence company is gearing up for an IPO later this year. The chipmaker's $10 billion investment in Anthropic, another AI giant, will likely be "the last one" in the company, Huang added. Speaking more broadly about the company's direction, Huang said that Nvidia has been expanding OpenAI's capacity across multiple cloud platforms, including Microsoft Azure, Oracle Cloud Infrastructure, and Amazon Web Services. It is also ramping up AWS operations rapidly and expanding Anthropic's capacity on AWS and Azure. Huang described the demand profile as moving from very high to even higher than that, and said that Nvidia is well-positioned at the frontier of physical AI and digital biology AI. Nvidia's head also emphasized that the company has secured its supply chain, including memories, wafers, CoWos, packaging, connectors, cables, copper to multi-layer ceramic capacitors. "When Satya (Nadella, CEO of Microsoft) asks me to stand up a few gigawatts, the answer is no problem," Huang said, underscoring Nvidia's ability to scale quickly. Commenting on how he sees the AI economy evolve, Huang stated that "compute equals revenues," emphasizing that every company will need compute, and compute will equal GDP. He predicted that there will be no shortage of intelligence, just the need to have enough compute to execute. Related articles Nvidia’s Huang: demand we...
Available for over a year Today, US Defense Secretary Pete Hegseth said the US will strike deeper into Iran, but how has Iran responded to US-Israeli strikes so far? Adam is joined by Jane Corbin, Panorama Film Maker, and Siavash Ardalan, Senior Reporter for BBC World and BBC Persian, to discuss the Pentagon releasing a video of the sinking of an Iranian warship plus the challenges in reporting wh...
Available for over a year Today, US Defense Secretary Pete Hegseth said the US will strike deeper into Iran, but how has Iran responded to US-Israeli strikes so far? Adam is joined by Jane Corbin, Panorama Film Maker, and Siavash Ardalan, Senior Reporter for BBC World and BBC Persian, to discuss the Pentagon releasing a video of the sinking of an Iranian warship plus the challenges in reporting what’s going on inside Iran. You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscord Get in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480. New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenter was Adam Fleming. It was made by Miranda Slade with Shiler Mahmoudi and Kris Jalowiecki. The social producer was Jem Westgate. The technical producer was Gareth Jones. The assistant editor is Chris Gray. The senior news editor is Sam Bonham. Programme Website
In late February 2026, Reddit reported past fourth-quarter 2025 results showing about 70% year-over-year revenue growth, a more than doubling of adjusted EBITDA, its first full year of GAAP profitability, and unveiled a US$1.00 billion share buyback program while accelerating AI-driven ad and data-licensing initiatives. These updates, alongside expanding AI partnerships such as with Google Gemini ...
In late February 2026, Reddit reported past fourth-quarter 2025 results showing about 70% year-over-year revenue growth, a more than doubling of adjusted EBITDA, its first full year of GAAP profitability, and unveiled a US$1.00 billion share buyback program while accelerating AI-driven ad and data-licensing initiatives. These updates, alongside expanding AI partnerships such as with Google Gemini and increased focus on data licensing, reinforced Reddit’s push to monetize its vast user-generated content as a key asset for the AI ecosystem. With Reddit’s new US$1.00 billion buyback and faster AI monetization now on the table, we’ll examine how this reshapes its investment narrative. We've uncovered the 15 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. Reddit Investment Narrative Recap To own Reddit, you need to believe it can turn its massive user base and conversation data into durable ad and data‑licensing revenues while keeping engagement high. The latest results and US$1.00 billion buyback highlight strong execution and balance sheet flexibility, but they do not remove the key near term swing factors: how fast AI‑driven monetization can scale, and whether rising regulatory and moderation demands begin to pressure margins and advertiser confidence. The new US$1.00 billion share repurchase program stands out here, because it directly intersects with earnings momentum and sentiment after a sharp share price pullback. Coupled with Reddit’s expanding AI data‑licensing partnerships, including Google Gemini and enterprise API deals, this buyback raises the stakes on whether AI‑related revenue can meaningfully complement advertising and justify committing this level of capital to shareholders at today’s valuation. Yet while the growth story looks appealing on the surface, investors should also be aware of how content moderation and regulation could still... Read the full narrative on Reddit (it's free!) Reddit's narrative proje...
Competition Bureau's abuse of dominance litigation against Google continues GATINEAU, QC, March 4, 2026 /CNW/ - Acting Commissioner of Competition, Jeanne Pratt, issued a statement following the Competition Tribunal's ruling to dismiss Google's constitutional challenge. "We welcome the Competition Tribunal's decision on this matter, which dismissed Google's allegation that a constitutional right w...
Competition Bureau's abuse of dominance litigation against Google continues GATINEAU, QC, March 4, 2026 /CNW/ - Acting Commissioner of Competition, Jeanne Pratt, issued a statement following the Competition Tribunal's ruling to dismiss Google's constitutional challenge. "We welcome the Competition Tribunal's decision on this matter, which dismissed Google's allegation that a constitutional right was breached. The Tribunal's decision reinforces its clear authority to order administrative monetary penalties to promote compliance and deter anti-competitive behaviour. "Our case against Google continues. We continue to stand by our investigative findings that, through its anti-competitive conduct, Google has been able to entrench its dominance, prevent rivals from competing, inhibit innovation, inflate advertising costs and reduce publishers' revenues. The final decision in this matter, including any penalties, rests with the Competition Tribunal." Quick facts In November 2024, the Bureau filed an application to sue Google for anti-competitive conduct in online advertising in Canada. Our investigation found that Google abused its dominant position as the largest provider of ad tech tools across the Canadian supply chain. On February 14, 2025, Google filed their notice of constitutional question with the Competition Tribunal. On June 4, 2025, the Bureau filed its notice of motion to strike the constitutional question with the Competition Tribunal. Related products Associated links General information: Request for information | Complaint form Stay connected: X (Twitter) | Facebook | LinkedIn | YouTube | RSS Feed | Email Distribution List The Competition Bureau is an independent law enforcement agency that protects and promotes competition for the benefit of Canadian consumers and businesses. Competition drives lower prices and innovation while fueling economic growth. Cision View original content: http://www.newswire.ca/en/releases/archive/March2026/04/c3626.html
Let’s dig into the relative performance of Remitly (NASDAQ:RELY) and its peers as we unravel the now-completed Q4 financial technology earnings season. Financial technology companies benefit from the increasing consumer demand for digital payments, banking, and finance. Tailwinds fueling this trend include e-commerce along with improvements in blockchain infrastructure and AI-driven credit underwr...
Let’s dig into the relative performance of Remitly (NASDAQ:RELY) and its peers as we unravel the now-completed Q4 financial technology earnings season. Financial technology companies benefit from the increasing consumer demand for digital payments, banking, and finance. Tailwinds fueling this trend include e-commerce along with improvements in blockchain infrastructure and AI-driven credit underwriting, which make access to money faster and cheaper. Despite regulatory scrutiny and resistance from traditional financial institutions, fintechs are poised for long-term growth as they disrupt legacy systems by expanding financial services to underserved population segments. The 4 financial technology stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was in line. Luckily, financial technology stocks have performed well with share prices up 17.9% on average since the latest earnings results. Remitly (NASDAQ:RELY) With Amazon founder Jeff Bezos as an early investor, Remitly (NASDAQ:RELY) is an online platform that enables consumers to safely and quickly send money globally. Remitly reported revenues of $442.2 million, up 25.7% year on year. This print exceeded analysts’ expectations by 3.5%. Overall, it was an exceptional quarter for the company with EBITDA guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates. “We ended 2025 with very strong results, exceeding our guidance for both revenue and Adjusted EBITDA,” said Matt Oppenheimer, co-founder and Chief Executive Officer, Remitly. Remitly Total Revenue Remitly delivered the weakest full-year guidance update of the whole group. The company reported 9.3 million active customers, up 19.2% year on year. Interestingly, the stock is up 28.9% since reporting and currently trades at $17.55. Read why we think that Remitly is one of the best financial technology stocks, our full report is free...