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Bloomberg109d agoneutral
Siemens to Buy Back €6 Billion Shares Against Tough Backdrop

(Bloomberg) -- Siemens AG will repurchase as much as €6 billion ($7 billion) of shares after orders climbed against a difficult geopolitical backdrop including tariffs and rising inflation. 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 SaysThe buyback will extend over a period

Howard Marks Warned Me About S&P 500 Valuations: I Ignored Him and My Portfolio Doubled
24/7 Wall St.109d agoneutral
Howard Marks Warned Me About S&P 500 Valuations: I Ignored Him and My Portfolio Doubled

On a recent episode of My First Million, Sam Parr told his co-host Shaan Puri that he keeps 80% of his portfolio in the S&P 500, which would not be remarkable except for who told him not to. Howard Marks, the Oaktree co-founder whose memos move money around the world, had sat in that same ... Howard Marks Warned Me About S&P 500 Valuations: I Ignored Him and My Portfolio Doubled

SAP’s Autonomous Enterprise Push Meets Valuation Gap And Execution Questions
Simply Wall St.109d agoneutral
SAP’s Autonomous Enterprise Push Meets Valuation Gap And Execution Questions

SAP (XTRA:SAP) used its Sapphire 2026 conference to unveil the Autonomous Enterprise model, centered on orchestrated, AI driven business processes. The company introduced extensive agentic AI across its core platforms, including more than 50 domain specific AI assistants and a unified AI governance framework. SAP also launched Joule Studio 2.0, a new development environment for building and managing AI agents on its stack. The announcements included deeper AI and cloud partnerships with...

Trump Personally Calls Nvidia CEO Jensen Huang To Join China Trip At Last Minute Amid Backlash Over AI Chip Sales To Beijing: Report
Benzinga109d agoneutral
Trump Personally Calls Nvidia CEO Jensen Huang To Join China Trip At Last Minute Amid Backlash Over AI Chip Sales To Beijing: Report

On Tuesday, President Donald Trump reportedly made a personal 11th-hour appeal to Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang to join his China delegation after earlier concerns that the chipmaker's presence could intensify political scrutiny over U.S. semiconductor exports to Beijing. Trump Reverses Course On Jensen Huang's China Visit Huang was initially expected to skip the high-profile trip due to mounting criticism from Republican China hawks and concerns that his attendance could trigger "a

Nvidia CEO joins Trump's mission to 'open up' China
Reuters109d agoneutral
Nvidia CEO joins Trump's mission to 'open up' China

BEIJING/SEOUL, May 13 (Reuters) - U. President Donald Trump picked up Nvidia CEO Jensen Huang in Alaska en route to a high-stakes Beijing summit with China's Xi Jinping, while his top trade negotiator Scott Bessent began preparatory talks with Chinese officials in South Korea.

CoreWeave CEO sends blunt message to Nvidia stock investors
TheStreet109d agoneutral
CoreWeave CEO sends blunt message to Nvidia stock investors

Nvidia (NVDA) stock investors have laughed all the way to the bank over the past three years, as the company has crushed the AI chip space. CoreWeave (CRWV) CEO Michael Intrator, however, just laid out why that incredible level of dominance requires consistent defense. In a recent CNBC ...

Nvidia's Jensen Huang joins Trump's China visit
Reuters109d agoneutral
Nvidia's Jensen Huang joins Trump's China visit

Nvidia CEO Jensen Huang has joined over a dozen U.S. CEOs on ‌President Donald Trump's visit to China this week. Trump called Huang last-minute ‌on Tuesday after seeing media coverage that he was not invited, according to one source ​familiar with the matter. Huang was seen by White House reporters boarding Air Force One in Alaska, joining Trump on his flight to China.

BOAT Investors: Watch These 2 Shipping Rates Before the Next Quarterly Payout
24/7 Wall St.109d agoneutral
BOAT Investors: Watch These 2 Shipping Rates Before the Next Quarterly Payout

The SonicShares Global Shipping ETF (NYSEARCA:BOAT) has quietly become one of 2026’s most powerful outperformers, with shares near $42 after a 34% year-to-date gain and a 70% advance over the past 12 months. The rally tracks a freight rate environment that Benzinga recently described as one where freight rates have tripled and VLCC tankers are ... BOAT Investors: Watch These 2 Shipping Rates Before the Next Quarterly Payout

Oklo’s Losses Widen. A Major Regulatory Win Keeps the Nuclear Dream Alive.
Barrons.com109d agoneutral
Oklo’s Losses Widen. A Major Regulatory Win Keeps the Nuclear Dream Alive.

Oklo’s losses deepened in its latest quarter, but the nuclear start-up remains committed to building a first-of-its-kind powerhouse that just cleared a major regulatory hurdle. Oklo finished the quarter with $1.59 billion in cash and cash equivalents and $614.5 million in marketable debt securities. With no revenue to analyze, Oklo’s health is difficult to gauge.

Fortinet NVIDIA Alliance Puts AI Cybersecurity And Valuation Expectations In Focus
Simply Wall St.109d agoneutral
Fortinet NVIDIA Alliance Puts AI Cybersecurity And Valuation Expectations In Focus

Fortinet (NasdaqGS:FTNT) announced a major partnership with NVIDIA to integrate its FortiAIGate solution with NVIDIA's AI platforms. The integration targets real-time cybersecurity for AI workloads across data centers, cloud, and edge environments. The collaboration introduces GPU-accelerated zero-trust protection, AI runtime guardrails, and defenses against prompt injection and data leakage. The solution also supports scalable multitenant security using NVIDIA Multi-Instance GPU. For...