ETF Zoo: Mid-Year Check-In on the AI Trade That Won’t Quit
Mid-year check-in on AI ETFs: inflows hit $45B, QQQ up 17%, SMH up 28%. Analyst Marcus Webb breaks down winners, risks, and the infrastructure play driving the AI trade that won’t quit.
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Cincinnati Financial Earnings: Can the Dividend King Keep Its Streak?
Get ready for Cincinnati Financial’s Q4 2024 earnings. We break down the dividend streak, combined ratio expectations, and what Wall Street is watching on Feb 7.
Exclusive-Japan Shifts to Ambush Tactics Against Yen Short Sellers
Japan’s Ministry of Finance is shifting to stealth, surprise interventions against yen short sellers, sources say. New ambush tactics aim to catch traders off guard.
Fresh Lawsuit Sinks Micron Stock: Patent Claims Shake Chip Giant
Micron stock plunged 8% after a patent infringement lawsuit by Nvolta Technologies targeted its core DRAM and NAND products. What investors need to know about the legal battle and its impact on AI ambitions.
His $7 Billion Tanker Bet Raised Eyebrows. He Couldn’t Have Timed It Better.
A $7 billion tanker bet that raised eyebrows in 2022 is now generating massive returns. How one investor timed the shipping cycle perfectly amid war and Red Sea chaos.
PTC Named Official Engine Design Software Partner of Toyota Racing Development
PTC has been named the official engine design software partner of Toyota Racing Development. The deal puts Creo CAD at the heart of TRD’s engine design for NASCAR, IMSA, and more. Read how this partnership could reshape motorsports engineering and the CAD market.
AI-RAN Race: Amdocs, Supermicro, NVIDIA Just Proved It Works
Amdocs, Supermicro, and NVIDIA validate an AI-RAN blueprint with 40% TCO reduction and sub-5ms latency. What this means for telecom and investors.
Judge Who Forged Modern NFL, David Doty, Dies at 96
Judge David Doty, who forced the NFL into free agency and a salary cap in 1993, died at 96. His rulings transformed the league’s economics and labor relations forever.
AOL’s Owner Drops $1.7B IPO on Wall Street, Here’s the Play
Bending Spoons, owner of AOL, goes public with a $1.7 billion IPO. Wall Street weighs the AI revival play against regulatory risks. Analysis inside.
Egg Producers to Pay $3.3 Million in Federal Price-Fixing Settlement
Egg producers pay $3.3 million to settle federal price-fixing lawsuit, donate 53 million eggs to food banks. What this means for your grocery bill and antitrust enforcement.
Instagram Ads Promote Child Abuse Content in India, BBC Finds
BBC investigation reveals Instagram ads using terms like ‘rape’ and ‘child video’ promote child sexual abuse material in India, funneling users to Telegram. Market implications for Meta’s ad revenue and regulatory risk.
Piper Sandler Boosts Darden Target on Traffic Strength
Piper Sandler lifts Darden Restaurants (DRI) price target to $200 on strong traffic data. Analysis of what this means for the casual dining sector and investors.