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Reddit’s AI Data Licensing With Google Recasts Growth And Valuation Story
Simply Wall St.98d agoneutral
Reddit’s AI Data Licensing With Google Recasts Growth And Valuation Story

Reddit (NYSE:RDDT) is emerging as a key supplier of user generated data for major AI companies, licensing its content as training material to players including Google and OpenAI. The company is increasingly tied into Google's evolving AI search experience, with Reddit content feeding new AI driven results. An upcoming renewal of Reddit's licensing agreement with Google is in focus as the platform explores higher margin revenue streams beyond advertising. For you as an investor, Reddit is no...

Cisco and Other Old Tech Stocks Are Hitting New Highs. Is It Time to Worry?
Barrons.com98d agoneutral
Cisco and Other Old Tech Stocks Are Hitting New Highs. Is It Time to Worry?

The dot-com bubble began to burst in the spring of 2000, when presidential candidates George Bush and Al Gore emerged from their party conventions, the human genome project unveiled its first draft, and ‘American Beauty’ dominated the Oscars with five awards, including best picture. More than a quarter-century later, however, those same three stocks are leading an old-tech revival that has powered U.S. markets to a series of record highs, paced by an insatiable appetite for all things related to artificial intelligence. Investors are seeing few signs of a pullback like the one during the turn of the century crash that rocked tech markets for a decade.

Bloomberg98d agoneutral
Early Nvidia Investor Backs Startup to Tap Idle Grid Power

(Bloomberg) -- A startup working to unlock excess power grid capacity for data centers raised $64 million as utilities and hyperscalers race to ease an energy crunch constraining the build-out of artificial intelligence.Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaTrump Lands in China for Xi Trade Summit With Iran War in LimboNvidia’s CEO Joins Trump in China With AI in the SpotlightG

AI Bond Binge Overwhelms Wall Street, Pushes Alphabet Abroad
Bloomberg98d agoneutral
AI Bond Binge Overwhelms Wall Street, Pushes Alphabet Abroad

(Bloomberg) -- Bankers were still putting the final touches on Alphabet Inc.’s blockbuster $17 billion of bond sales when word started to spread Monday morning on Wall Street: the company is already hawking more debt.Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summit With Iran War in LimboThis

Bloomberg98d agoneutral
What to Expect From the Trump-Xi Summit in Beijing

(Bloomberg) -- President Donald Trump became the first US leader in almost a decade to visit China when he landed in Beijing on Wednesday. His much-anticipated two-day summit with President Xi Jinping — delayed from March due to the Iran war — offers the leaders of the world’s two largest economies a chance to reset personal ties and look for common ground on trade, technology and a range of other contentious topics. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday,

Nvidia Overtakes Silver To Become World's Second-Largest Asset At $5.52 Trillion, Market Commentator Calls It 'Historic Technological Revolution'
Benzinga98d agoneutral
Nvidia Overtakes Silver To Become World's Second-Largest Asset At $5.52 Trillion, Market Commentator Calls It 'Historic Technological Revolution'

Nvidia Corp (NASDAQ:NVDA) has become the world's second-largest asset by market value after its market cap soared to above $5.5 trillion ahead of next week's highly awaited earnings report. Nvidia Outstrips Silver According to an X post by The Kobeissi Letter on Wednesday, the AI chipmaker surpassed silver as "the second largest asset in the world, worth $5.52 trillion." NVDA shares soared about 67% over the past year and closed at $225.83 on Wednesday. It's official:Nvidia, $NVDA, has surpassed

5 Revealing Analyst Questions From IAC’s Q1 Earnings Call
StockStory98d agoneutral
5 Revealing Analyst Questions From IAC’s Q1 Earnings Call

IAC’s first quarter was marked by a significant shortfall relative to Wall Street’s expectations, sparking a notable negative market response. Management attributed the revenue decline to ongoing challenges in web traffic, particularly from Google, and the continued impact of shedding non-core assets like Care.com. Digital operations at People Inc. demonstrated margin expansion and growth in non-session-based revenues, but these gains were offset by anticipated declines in legacy print and sessi

Alphabet Inc. (GOOGL): Chris Rokos Is Loading Up on This Tech Stock
Insider Monkey98d agoneutral
Alphabet Inc. (GOOGL): Chris Rokos Is Loading Up on This Tech Stock

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Alphabet Inc. (NASDAQ:GOOGL) ranks 1st on this list. Alphabet Inc. (NASDAQ:GOOGL) has consistently featured in the 13F portfolio of Rokos Capital Management since the second quarter of 2024. Back then, this position comprised just under 160,000 shares. The fund has steadily increased […]

Bloomberg98d agoneutral
Amazon Puts Alexa Inside the Shopping Search Bar in AI Push

(Bloomberg) -- Artificial intelligence algorithms are coming to some of the most valuable real estate in retail: the Amazon.com Inc. search bar.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in LimboQueries typed into Amazon’s website and mobile app will soon reply, depending on the co

3 High-Flying Stocks on Our Buy List
StockStory98d agobullish
3 High-Flying Stocks on Our Buy List

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

Cathie Wood, Ross Gerber Snap Up The Same 10 Stocks — Here's The Unlikely Portfolio Crossover
Benzinga99d agoneutral
Cathie Wood, Ross Gerber Snap Up The Same 10 Stocks — Here's The Unlikely Portfolio Crossover

For retail investors, few names are more recognizable than Ross Gerber and Cathie Wood. Both are known for their high-profile media appearances, active social media followings and ETFs built around their investment strategies. The AdvisorShares Gerber Kawasaki ETF (NYSE:GK), launched back in 2021, tracks picks from Gerber's firm. Meanwhile, Wood, as the CEO of Ark Invest, has multiple ETFs. Ark Autonomous Technology & Robotics ETF (BATS:ARKQ) Ark Innovation ETF (BATS:ARKK) Ark Next Generation In