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News
Elon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027 (NVDA:NASDAQ)
8+ hour ago (56+ words) Seeking Alpha Elon Musk said in a reply to a post on X that he is confident that SpaceX (SPCX) will launch Nvidia (NVDA) AI computers in space in 2027. Nvidia’s Vera Rubin NVL72 is an AI computer platform with leading-edge technologies...
FDA approves Telix brain cancer imaging drug Pixclara (TLX:NASDAQ)
12+ hour, 49+ min ago (61+ words) Seeking Alpha Md Babul Hosen/iStock via Getty Images The Food and Drug Administration approved Telix Pharmaceuticals’ (TLX) Pixclara, a radioactive imaging drug used to help evaluate patients with glioma, the company said Sunday. Pixclara, also known as floretyrosine F…...
Anthropic is said to pick Nasdaq for potential IPO (ANTHRO:Private)
20+ hour, 29+ min ago (52+ words) Seeking Alpha Artificial intelligence startup Anthropic (ANTHRO) selected Nasdaq as the exchange for a possible initial public offering, Business Insider reported Sunday, citing a person familiar with the company’s plans. The decision would move Anthropic (ANTHRO) another step toward becoming…...
Goldman Sachs sees rate shock, not bull-market killer, for U.S. stocks
22+ hour, 21+ min ago (13+ words) Seeking Alpha...
Johnson urges caution on AI legislation as tech chiefs call for safeguards (ANTHRO:Private)
23+ hour, 56+ min ago (87+ words) Seeking Alpha House Speaker Mike Johnson said Congress should consult the leaders of the nation’s largest artificial-intelligence companies before moving ahead with broad federal regulations, arguing that lawmakers cannot afford to rush legislation governing the rapidly advancing technology. Johnson told…...
Data Center Boom Accelerates: 3 Top AI Stocks Averaging 296% Forward EPS Growth
2+ day, 19+ hour ago (217+ words) Global data center spending could reach almost $32T through 2050, and AI infrastructure stocks are poised to gain. Discover 3 top AI stocks for the data center boom. - Despite investor concerns over the durability of data center spending, the long-term growth outlook continues…...
Western Digital: Business Secured Through 2028, Price Already Prices In A Lot Of The Story
2+ day, 20+ hour ago (103+ words) Western Digital has secured multi-year hard drive sales contracts through 2027-2028, driving structural demand. Learn why WDC stock is a buy. - Western Digital has secured multi-year hard drive sales contracts through 2027-2028, driving structural demand and supporting its bullish investment thesis. - WDC's…...
Costco, the Dallas Cowboys, and the art of valuing fan loyalty (COST:NASDAQ)
2+ day, 22+ hour ago (80+ words) UBS compares Costco to NFL franchise valuations, explaining COST’s premium via scarcity, loyal members and monetization flywheel. UBS drew a comparison to NFL team valuations when analyzing how investors might consider justifying the premium valuations of Costco (COST), which has…...
Are China’s AI Models The New Global Stars?
2+ day, 4+ hour ago (20+ words) Certain US and global technology firms have reported using lower-cost, China-developed large language models for certain applications. Read more here....
U.S. court strikes down DoE emergency order delaying Michigan coal plant retirement (CMS:NYSE)
3+ day, 11+ hour ago (78+ words) The U.S. Court of Appeals for the District of Columbia Circuit on Friday struck down the U.S. Department of Energy's emergency order that kept a Michigan coal plant running past its planned retirement... Gargolas/iStock via Getty Images The U.S. Court of Appeals…...