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Nvidia's $279 Billion Bet Changes Everything
Nvidia delivered $96.2 billion in revenue, while FY2028 growth near 70% appears constrained by supply rather than customer demand. Revenue potential per gigawatt rises from $18 billion with Hopper to
American Express' secret social media weapon: an in-house history nerd
Ira Galtman has been Amex's archivist for 30 years and has become an unexpected social media hit. His videos outperform most of Amex's content, and are especially popular with younger TikTokers.
I ran Palantir's rotational program for forward-deployed engineering. Here's what rivals get wrong about FDEs.
Vinoo Ganesh led Palantir's program for staffers to try forward-deployed engineering in the 2010s. FDE programs are all the rage at companies from OpenAI to Google.
Acadia Realty Trust: An Excellent Retail REIT, With More To Come
Acadia Realty Trust earns a 'Buy' rating, driven by robust Q2 2026 results and strong portfolio performance. AKR delivered 10.7% AFFO growth, raised full-year guidance, and achieved 8.7% same-property
We opened a taco shop because Meta is building an AI data center nearby. Now 40% of our business is tied to it.
Meta is building its largest AI data center in Holly Ridge, Louisiana. The decision inspired Tim Allen and his family to open their restaurant, Holy Tacos.
The Week Ahead: Will CPI and PPI Reports Push Stocks to New Record Highs?
CPI and PPI will test September rate-hike expectations as stocks sit near record highs. Oracle, AeroVironment and Kroger add catalysts.
Ermenegildo Zegna: Core Margin Expansion And Better FCF Support A Buy (Rating Upgrade)
Core Zegna profitability is strengthening, with higher DTC productivity and operating leverage supporting further margin expansion without relying on aggressive store growth. Tom Ford Fashion is impro
I lost my sight 5 years ago. Tesla's Cybercab gave me a glimpse of regaining my independence.
Tesla launched its two-door, steering-wheel-free Cybercab on Thursday. Gary Moss and his son, David Moss, were among the first public riders to try the new vehicle.
SSR Mining: The Cash Is In, And Shares Are Still Cheap
SSR Mining remains a Buy after selling Copler and exiting Turkey, strengthening its balance sheet with $1.8 billion cash and no debt. Despite Q2's elevated AISC of $2,622/oz and higher sustaining cape
Credo's Selloff Is Missing The Bigger AI Opportunity
Credo is transitioning from a cable supplier to a broad AI connectivity platform, creating a compelling entry point after a sharp selloff. Recent results show 115% YoY revenue growth to $479M, with ad
Summer Flings And Heartbreaks
Since the close on the Thursday before Memorial Day, the S&P 500 has rallied 3.7%. Sector breadth has been almost evenly split, with six sectors trading higher while five were lower.
Softcare Welcomes ASN, ISO and SIS Delegation as Part of an Assessment Mission on Senegal's Hygiene Products Ecosystem
/PRNewswire/ -- Softcare recently welcomed a technical delegation comprising representatives from the Senegalese Association for Standardization (ASN), the
CRAK: Record Refining Margins Still Look Cheap At 9x Earnings
The VanEck Oil Refiners ETF is rated a speculative Buy, benefiting from record diesel crack spreads and tight global refining capacity. CRAK trades at only 9.1x trailing earnings despite a 79% one-yea
Bloom Energy Just Won Another Catalyst (Rating Upgrade)
Bloom Energy is double-upgraded to strong bullish, driven by accelerating growth, institutional demand, and S&P 500 index inclusion. The announcement by S&P yesterday to include Bloom Energy to the fl
ROSEN, THE FIRST FILING FIRM, Encourages Alibaba Group Holding Limited Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - BABA
New York, New York--(Newsfile Corp. - September 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Alibaba Group Holding Limited (NYSE: BABA) betwee
LTC Properties Upgraded To Buy, A Monthly Income Opportunity Driven By Senior Care (Rating Upgrade)
LTC Properties is upgraded to a buy, driven by demographic tailwinds, portfolio growth, monthly dividends, and recent Deutsche Bank upgrade. LTC's strategic shift toward independent and assisted livin
ROSEN, SKILLED INVESTOR COUNSEL, Encourages ARS Pharmaceuticals, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - SPRY
New York, New York--(Newsfile Corp. - September 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of ARS Pharmaceuticals, Inc. (NASDAQ: SPRY) between
NXG: The Overrun Fear Is Priced, The Income Isn't Broken
NXG NextGen Infrastructure Income Fund offers a 13% forward yield, with recent corrections presenting a more attractive entry point after prior AI-driven gains. NXG's portfolio is diversified across
Experience AI Companion in Everyday Life at Hisense IFA 2026
/PRNewswire/ -- Hisense, a leading brand in global consumer electronics and home appliances, is inviting visitors at IFA 2026 to experience how AI can make
WSE DEADLINE NOTICE: ROSEN, A HIGHLY RECOGNIZED LAW FIRM, Encourages Wise Group plc Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - WSE
New York, New York--(Newsfile Corp. - September 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Wise Group plc (NASDAQ: WSE) between May 11, 2026