Finance news

Tracking website, food watch: South Korea is obsessing over Nvidia CEO Jensen Huang's visit

South Korean investors are eagerly tracking Nvidia CEO Jensen Huang's every move as they wait to see what the AI megacap company will do next.

Why is international value doing so well recently?

While everyone is chasing AI, international value has kept pace with QQQ since 2024. I know there's some currency moves in there for USD investors, but I otherwise can't really explain why the sleepy sectors of the sleepy geographies have woken up. Don't get me wrong, I like it. I just don't understand it. 1/1/2024 cumulative return: QQQ: 83% DFIV: 75% If you look since 2025, DFIV beats QQQ by 17% cumulative. https://testfol.io/?s=1FXTlUzz21P submitted by /u/AlternativeSignal908 [link] [comments

AI intensifies fight against cheating on China's college entrance exam

Asia tech stocks drop after Broadcom rattles AI trade and drags Wall Street names lower

Asian technology shares fell, tracking losses in U.S. semiconductor stocks after disappointing earnings Broadcom sparked a rotation out of AI-linked names.

Need investment advice. Buy or hold off ?

hi, I am 41 yrs old. I have invested only ETFs and its grown quite a bit thanks to various world events. Now the qn is i got my bonus recently , like CAD 50k, should i invest now? or hold off as prices are v high? I am 41, so I have at least 20 yrs before I think about retiring. so I am confident in investing more. I was also thinking few things which are pros for putting the money in: Iran war ending will give a boost to the market. SpaceX IPO, Anthropic and Open AI IPOs will give boost as well

Asia-Pacific markets set to open subdued after Wall Street's AI-linked stocks slide

Asia-Pacific markets were set to open mixed on Friday as investors assessed a rotation out of chip stocks on Wall Street that lifted the Dow Jones Industrial Average to a record close.

This investing strategy digs deeper to find hidden stocks riding the AI wave

There are plenty of ways to jump into the generative-AI hardware infrastructure expansion beyond the familiar chip makers and hyperscalers.

CrowdStrike CEO says AI security fears will become a bigger tailwind in coming quarters

CrowdStrike CEO George Kurtz said it was too early for concerns surrounding Anthropic's Mythos to meaningfully impact first-quarter results.

Warren invites Nvidia CEO Jensen Huang to Senate hearing on China AI chip sales

Sen. Elizabeth Warren is pressing Jensen Huang's Nvidia over export controls, China sales, Trump and data-center policy as Congress scrutinizes the AI chip boom.

Netflix creating industry guidelines for AI production, co-CEO says

Why Broadcom’s stock is falling so hard after earnings

The chip company declined to increase its AI revenue outlook for next year “in a market environment clamoring for material beats and raises.”

Rotation into consumer staples/defensives - best plays?

Hi all, I think these IPOs are going to create some wide macro issues along with the rest of the broader climate. Inflation, jobs, social sentiment to AI, etc. I was looking into HRL and EL. They are both potentially poised for a rebound if there is significant rotation out of AI. But I've also been hearing ABT, NEE, PEP, TMO. What do you guys think are the best plays over the next 3 years? Open to opinions other than "AI only go up". submitted by /u/deeptones [link] [comments]

VusionGroup DD: Digital shelf infrastructure, SaaS upside, and the “retail operating system” question

Ticker: VusionGroup Listing: Euronext Paris / EPA: VU / VU.PA Business: Electronic shelf labels, retail IoT, cloud software, AI shelf monitoring, retail media infrastructure Market: Digitalization of physical retail Position disclosure: I am long VusionGroup with 600 shares. This is a meaningful position for me, so I am obviously biased. I am posting this to get feedback, challenge my thesis, and understand what risks I may be missing. AI disclosure: I used ChatGPT to help summarize my research

Will Nvidia actually be able to capture significant market share with the RTX Spark?

Nvidia enters AI PC Market Nvidia launching their CPU has been all over the news, and I have seen some posts on reddit too. Almost all of them are optimistic about it. And I am too. But being an investor, I also need to be level-headed while analysing, and not get swept away by the emotions. So I found this article and it mention these potential challenges, among others: Adapting Windows to ARM. Because most chips running Windows are x86 based architectures. What's the actual demand for AI PCs?

Ramp hits $44 billion valuation as companies look to rein in AI spending

Ramp's latest funding round was led by ICONIQ, GIC and the Ontario Teachers' Pension Plan.

Canada PM unveils AI strategy, warns of foreign dominance

Canadian Prime Minister Mark Carney launched his AI strategy on Thursday, warning that his country’s slow adoption of the frontier technology had created risks and that domestic capacity needed a boost to avoid it being “weaponised against us”. Reducing Canada’s reliance on the US is a central part of Carney’s agenda, and his AI strategy nodded to concern about the influence of US tech giants. “We are highly dependent on foreign suppliers for the infrastructure that powers AI,” he said. “That...

Anthropic and University of Tokyo partner to gauge generative AI use

Ciena just showed why AI infrastructure is bigger than Nvidia

$CIEN reported a strong fiscal Q1 as customers scaled high-speed networking infrastructure for AI demand. Key numbers: Revenue came in at $1.43B, up 33.1% year-over-year. Adjusted EPS was $1.64 vs. $1.47 expected, an 11.6% beat. The bigger story was operating leverage: Adjusted EPS in the company release rose to $1.35 from $0.64 last year. GAAP EPS rose to $1.03 from $0.31. Non-GAAP operating margin improved to 17.9% from 12.3%. Non-GAAP EBITDA jumped 83.6% to 287.3 Million Dollars. Ciena also r

Vibe-coding phenomenon lifts AI startup Supabase to $10.5 billion valuation

Database startup Supabase announced a $500 million funding round that values the company at $10.5 billion, including the fresh capital.

The job market is actually getting a boost from AI: Turns out human workers are cheaper

Wasted AI budgets at Nvidia, Uber, Microsoft and others sink “tokenmaxxing” and trigger hiring.

Market Insight: How Elon Musk is driving the big banks ahead of him

For the largest IPO of all time, the SpaceX boss is creating new rules that could also apply to the upcoming IPOs of Anthropic and OpenAI.

Public Management Programme Puts Humans at the Centre of the AI Revolution

[The content of this article has been produced by our advertising partner.] As artificial intelligence (AI) reshapes economies, labour markets and public services, the Hong Kong University of Science and Technology (HKUST) is making a clear bet: the defining skill for tomorrow’s public leaders will not be coding, but judgment. At the helm of its Master of Public Management (MPM) programme is Programme Director Prof. Donald Low, who argues that leadership in the AI age demands more than technical

Comparing Cash Flow Valuations Across Leading Tech Giants

Meta is currently trading at one of the lowest P/OCF multiples among the big tech names, which is interesting given how strong its fundamentals have been. For context, P/OCF looks like this right now: Meta ~12x Microsoft ~20x Amazon ~19x Google ~26x Comparison pulled from StockNest: stocknest.app/?t=AMZN,GOOGL,META,MSFT&m=pocf Over the past five years, Meta has also compounded strongly: Revenue growth has been solid (~16% CAGR), net income has grown steadily, and operating cash flow has expanded

Amazon, Microsoft and Google are quietly morphing their businesses — and Wall Street is missing the big picture

Tech giants are shifting from solely providing computing power to distributing AI models, unlocking a lucrative new revenue stream.

What Stock Are You Most Excited About Right Now?

Lately I've been spending a lot more time researching individual stocks, and one thing I've noticed is that some of the most interesting opportunities aren't always the companies getting the biggest headlines. There are plenty of well-known names that everyone talks about, but some of the most compelling investment stories seem to be developing quietly in the background. Whether it's AI, cybersecurity, energy, semiconductors, infrastructure, commodities, healthcare, or something completely diffe

Artificial intelligence: Europe's AI champion under pressure: Mistral's second attempt

Mistral was considered Europe's answer to OpenAI. The start-up has fallen behind in the race for the best AI models. Now it is setting a new course. Can this create a viable business model?

AI world for lawyers: Open AI wants to catch up

First a partner, now a competitor: Open AI is attacking the legal tech market - with a man who has equal mastery of lawyer language and start-up logic.

Billing Changes of Big AI

- Microsoft has announced that they are ending fixed monthly subscription for Github Copilot and switching to token and model based AI credits. - Anthropic announced that they are ending fixed API subscriptions and will charge based on usage. While fixed pricing is maintained for some use cases and providers, it seems like there is a shift towards usage base billing. How do you think it will affect the demand and revenues for big AI? Do you think it will drastically change how some companies app

How the EU aims to get governments buying European tech

Commission's new tech sovereignty-focused cloud and AI proposal pitches a carrot-and-stick approach

How the AI chip boom has made South Korea a victim of its own success

For a sign of how the fierce demand for memory chips triggered by the boom in artificial intelligence (AI) is benefiting technology-driven economies, look no further than South Korea. Last month, exports from Asia’s fourth-largest economy grew at a blistering rate of 53 per cent in annualised terms, the fastest pace since 1984. Shipments of semiconductors, which are used to store and funnel the huge amounts of data for AI services, increased nearly 170 per cent to a record monthly high of...