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You can take these companies' dividends straight to the bank.

The AI trade has stalled as spending on tokens and chips falters, Fidelity's head of macro, Jurrien Timmer, wrote on X. Investing in AI companies "has been dead money for more than three months," Timmer wrote. Token expenditures—or the spending on AI computation—as well as the leasing of semiconductor chips are both flat or lower since June, according to Fidelity data.

Shares of chip and memory companies slip as investors lock in some profit, but AI server makers are having a better time of it.

The OECD says the global economy has absorbed the Iran war better than feared, but flags energy supply as a key risk. That keeps reliable, low carbon power in sharp focus. Investors who wait for full clarity often watch opportunities pass by. This article walks through three nuclear energy stocks from our screener that offer different ways to gain exposure to this long term power theme. The three nuclear energy stocks below are only a starting sample, and the full screen surfaced 34 more...

In recent trading, optimism around agentic artificial intelligence and Meta Platforms' Muse application boosted expectations for heightened CPU and memory demand, lifting sentiment toward Seagate Technology Holdings. The shift toward more autonomous AI workloads is drawing attention to Seagate’s role in supplying the mass-capacity storage infrastructure needed to support these data-intensive applications. We’ll now examine how rising enthusiasm for agentic AI demand, especially around...

Rigetti Computing has seen its share price move around sharply in recent years, which naturally puts a spotlight on whether the current US$16.52 level lines up with the book value on its balance sheet. With that kind of volatility in the rear-view mirror, the question now is how much of the recent share price story is actually supported by the company’s net assets per share. Over the past 3 years the stock has delivered a very large gain of roughly 11x. That raises the question of how that...

Alphabet's (GOOG) (GOOGL) Google is facing fresh proposals from the UK's Competition and Markets Aut

Block (NYSE:XYZ) is expanding its Square partnership with Ideal Nutrition as the meal prep brand rolls out nationally across the US. Ideal Nutrition is adopting Square tools across in-store POS, online ordering, loyalty programs, and franchise management for its expansion. The rollout includes AI-driven demand forecasting and cross-platform integrations that link Ideal Nutrition’s retail, logistics, and customer data in one system. Ideal Nutrition’s Square-powered national expansion and...

Cisco Systems (NasdaqGS:CSCO) announced a collaboration with quantum technology firm Infleqtion to advance distributed quantum networking architectures. The partners plan to work on quantum memory to optical transduction and networked quantum devices for long distance connectivity. Cisco highlighted a prototype Universal Quantum Switch as part of its push to connect, operate, and scale quantum systems. The Infleqtion partnership and Universal Quantum Switch prototype only capture one part of...

Micron is enjoying a generational demand wave.

Royal Caribbean Group (NYSE:RCL) has agreed to acquire a 50% stake in Sandals and Beaches Resorts for approximately $3 billion, expanding the cruise operator’s business into the all-inclusive resort market. The companies said Wednesday that the investment will create a joint venture combining the Caribbean resort portfolio of Sandals and Beaches with Royal Caribbean’s cruise, private destination and vacation operations.

Novo Nordisk (NYSE:NVO) would be open to considering a direct listing of its shares on the New York Stock Exchange, Chief Executive Mike Doustdar told the Financial Times in an interview published Wednesday. Doustdar said he could see advantages to such a move when asked about the possibility, although he clarified that the Danish pharmaceutical company is not currently exploring a change to its U.

Flex Ltd. has outpaced the technical sector, and analysts remain highly optimistic about the stock’s outlook.

The Hashgraph Group (THG) has listed its IDTrust identity software on IBM’s (NYSE:IBM) Cloud Catalog and entered into a global partnership with the U. S.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

D-Wave still trades at a lofty valuation despite its stock slump.

Backed by a former J&J CEO, the startup plans to advance its drug candidates into late-stage trials.

The AI boom relies on this key metric.

Zest Protocol's capped mainnet demo lets users borrow USDC against BTC held in a vault on Bitcoin, without wrapping or bridging the coins.

Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the viral "doomer" warnings rippling through the AI industry, and why slowing down development might actually prevent a massive tech bubble.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

CEO BRIEF NEWSLETTER When you’re talking with Chevron’s CFO, you first ask the question so many business leaders are grappling with. “We’ve got crude oil prices up, what, 50% since the start of the [Iran] war.

The company's augmented reality glasses, called Specs, retail for more than $2,000.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

The Canadian investment giant Brookfield is closing in on a $2bn deal to buy Actimize, a financial crime and compliance specialist. Sky News has learnt that Brookfield's financial infrastructure arm, which was set up with the aid of the City grandee Sir Ron Kalifa three years ago, is in exclusive talks to buy Actimize from Nasdaq-listed NICE. If completed, the transaction would deepen Toronto-based Brookfield's push into financial infrastructure assets.

Talks between President Trump and China's leader Xi Jinping Thursday won't deliver breakthrough on AI chips and rare earths, Jefferies analysts said. The Trump administration's plans for a Board of Trade to oversee a reduction in tariffs across a range of products is "the single most possible deliverable" from talks, the analysts said.