OpenAI's IPO filing has drawn reactions from prominent analysts, commentators and AI leaders who see the listing as a defining moment for the rapidly growing AI sector.
Broadcom (NASDAQ: AVGO) was one of the better-performing artificial intelligence (AI) stocks of 2026, up by almost 40% year to date -- until June 3, when it reported its fiscal Q2 earnings. Following that report, Broadc…
Senior Vice President, Investor Relations and Business Development — Brian Johnson
Shares of Newmont (NYSE: NEM) slumped on Wednesday, tanking 5.9% by the market's closing.
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Reputable broker Wedbush reckons that Palantir's (PLTR) AIPCon was a hit. Reiterating its "Outperform" rating on PLTR stock with a price target of $230, the firm said in a note to clients: "The common denominator for va…
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Just as inference and agentic AI are rapidly becoming the next steps of the AI revolution, physical AI's day in the spotlight is also edging closer. In fact, one study by consulting firm PwC predicts that the physical A…
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 202…
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
It may be worthwhile to pay closer attention to OG investor Warren Buffett's favorite stock market indicator.
IonQ outpaced SPY by 19% over 30 days, while Polymarket assigns 54.5% odds the US government takes a stake by year-end.
There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same p…
Wednesday was a scary day for Verizon Communications (VZ) and its customers. A widespread service outage affected cellular data and voice services for much of the day, prompting emergency alerts in Washington and New Yo…
Amazon entered into a $17.5 billion term loan agreement on June 8, with Citibank N.A. serving as administrative agent, according to a filing with the Securities and Exchange Commission. The company said the funds would …
Lisata Therapeutics Inc (NASDAQ:LSTA, FRA:8NE) has agreed to be acquired by privately held Kuva Labs Inc. for $4 per share in cash, plus a contingent value right worth up to an additional $3.00 per share tied to drug de…
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…
OpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in southern Ohio, with Nvidia (NASDAQ: NVDA) potentially backing the project financially, The Information reported on Wednesda…
AI vendors promote their enterprise products as if they’re turnkey solutions, but the chances are low that AI agents will hit the ground running right away. Unless you put in the effort to train a model on the specifics…
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Electric vehicle (EV) maker Xpeng (XPEV) has made tremendous strides in AI and self-driving, enabling it to make a lucrative deal with Volkswagen (VWAGY) and helping it meaningfully boost its EV business. Based in China…