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Bloomberg93d agoneutral
Trump Traded Nvidia, Boeing, Intel in Flurry of Transactions

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi

Xi Tells U.S. Executives That China Is Open for Business
The Wall Street Journal94d agoneutral
Xi Tells U.S. Executives That China Is Open for Business

Chinese leader Xi Jinping told a delegation of American executives traveling with President Trump in Beijing that China will open wider to foreign business. “U.S. companies are deeply involved in China’s reform and opening up, and both sides have benefited from this,” said Xi after Trump introduced the entrepreneurs to him one by one, according to Chinese state media. Elon Musk was seen at the summit venue with his 6-year-old son and Tom Zhu, a senior vice-president of Tesla who oversees the carmaker’s operations in China.

Bloomberg94d 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,

Doximity Q4 Earnings Call Highlights
MarketBeat94d agoneutral
Doximity Q4 Earnings Call Highlights

Doximity (NYSE:DOCS) reported fiscal fourth-quarter revenue above the high end of its guidance and said it is entering what management called an “AI investment year,” with higher spending planned for artificial intelligence products even as near-term growth in the digital pharma advertising market r

Nebius Group Q1 Earnings Call Highlights
MarketBeat95d agoneutral
Nebius Group Q1 Earnings Call Highlights

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

Why Nvidia Bulls Are Suddenly Watching Nebius Ahead Of NVDA Earnings
Benzinga95d agoneutral
Why Nvidia Bulls Are Suddenly Watching Nebius Ahead Of NVDA Earnings

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

Bloomberg95d agobullish
Nebius Reports 684% Sales Jump on AI Data Center Growth

(Bloomberg) -- Cloud computing provider Nebius Group NV reported a 684% jump in first quarter sales on increased demand for its data centers. 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 RevenueInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyRevenues reached $399 million for the quarter, the Amsterdam-based company said in a st

Oklo (OKLO) Q1 2026 Earnings Call Transcript
Motley Fool95d agoneutral
Oklo (OKLO) Q1 2026 Earnings Call Transcript

Jacob Dewitte: Thank you, Sam, and thank you, everyone, for joining us today. It has been almost exactly 2 years since Oklo became a public company. For Oklo, the story has increasingly moved from strategy to execution.

Why Nvidia Earnings May Matter More To The S&P 500 Than Fed Minutes Right Now
Benzinga95d agoneutral
Why Nvidia Earnings May Matter More To The S&P 500 Than Fed Minutes Right Now

For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA). The Santa Clara, California-based chip giant, whose earnings are due next week, is worth roughly $5.3 trillion and recently surpassed the entire S&P 500 healthcare sector in market value, according to Barron's. Essentially, Nvidia is proving to be more than just another mega-cap tech s

Bouygues Telecom lowers acquisition costs using Perion AI platform (PERI)
InvestorsHub95d agoneutral
Bouygues Telecom lowers acquisition costs using Perion AI platform (PERI)

Bouygues Telecom (EU:EN) has integrated an AI-powered advertising solution from Perion Network (NASDAQ:PERI) into its marketing operations, helping reduce customer acquisition costs by 34% and lowering campaign carbon intensity by 51%, according to a statement released by Perion. The telecoms operator, which serves more than 30 million customers, deployed Perion’s Outmax AI agent as part of its Fiber-to-the-Home advertising campaign while continuing to access premium advertising inventory and im

Oklo Q1 Earnings Call Highlights
MarketBeat95d agoneutral
Oklo Q1 Earnings Call Highlights

Oklo (NYSE:OKLO) reported a wider first-quarter 2026 loss as the advanced nuclear developer said it is moving further into asset deployment across its power, fuel and isotope businesses. Co-founder and Chief Executive Officer Jacob DeWitte told investors that the company has shifted “from strategy

Lake Tahoe Power Crunch Shows AI’s Growing Energy Toll in West
Bloomberg95d agoneutral
Lake Tahoe Power Crunch Shows AI’s Growing Energy Toll in West

(Bloomberg) -- Lake Tahoe has long been a refuge for Silicon Valley’s tech elite, from Mark Zuckerberg to Larry Ellison. Now the artificial intelligence boom behind much of that wealth is straining the region’s power market, pushing up costs for residents in the lakeside towns below.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 SpotlightInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamda

Memory Crunch Deepens Chasm Between Stock Winners and Losers
Bloomberg95d agoneutral
Memory Crunch Deepens Chasm Between Stock Winners and Losers

(Bloomberg) -- The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysShares of memory makers Micron Technology Inc. and S

Meta Opens WhatsApp To Rival AI Chatbots In Europe To Avoid Massive EU Antitrust Fine And Regulatory Crackdown
Benzinga95d agoneutral
Meta Opens WhatsApp To Rival AI Chatbots In Europe To Avoid Massive EU Antitrust Fine And Regulatory Crackdown

Meta Platforms, Inc. (NASDAQ:META) is temporarily granting competing AI chatbot developers free access to WhatsApp in Europe as it seeks to resolve escalating antitrust concerns from EU regulators and avoid potentially billions in penalties. Meta Makes Temporary WhatsApp Concession Amid EU Pressure The company said Tuesday that general-purpose AI chatbots operating in the European Economic Area will receive free access to WhatsApp's Business API for one month while discussions with the European

Meta seeks to avoid EU fine with free WhatsApp access for rival AI chatbots
Reuters96d agoneutral
Meta seeks to avoid EU fine with free WhatsApp access for rival AI chatbots

Meta Platforms has offered to give rival AI chatbots free access to its social messaging service ‌WhatsApp for a month while it discusses ways to resolve EU antitrust ‌concerns, the U.S. tech giant said on Tuesday, in a move that could stave off a ​hefty fine. Meta's move came after the European Commission, which acts as the EU competition enforcer, indicated last month that it was inclined to order the company to provide rival AI chatbots access to WhatsApp. The company introduced a policy on January 15 allowing ‌only its Meta AI assistant ⁠on WhatsApp, before subsequently amending it in March and saying rivals could use the social messaging app for a fee.