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Why Does Vertiv Cost The Most In A Group It Does Not Out-Grow?
Trefis2d agoneutral
Why Does Vertiv Cost The Most In A Group It Does Not Out-Grow?

Vertiv (VRT) is the most expensive stock in its peer group, at 56.3 times earnings. It leads that group on neither revenue growth nor operating margin. What it does lead is the twelve-month return, up 76.7%. So the premium rests on the acceleration management has guided for the second half of 2026, not on what Vertiv has already earned.

Microsoft President Brad Smith: AI Systems Need an ‘Emergency Brake’
WSJ2d agoneutralVIDEO
Microsoft President Brad Smith: AI Systems Need an ‘Emergency Brake’

Microsoft Vice Chair and President Brad Smith says some AI regulation is inevitable and argues that advanced AI systems should have an “emergency brake” that allows them to be slowed or shut down. In a conversation with WSJ Leadership Institute President Alan Murray, Smith explains why AI developers, cloud providers and companies deploying AI agents should all have the ability to stop systems that behave in unexpected or unsafe ways.

Why LendingTree (TREE) Shares Are Sliding Today
StockStory2d agoneutral
Why LendingTree (TREE) Shares Are Sliding Today

Shares of financial marketplace platform LendingTree (NASDAQ:TREE) fell 7.4% in the afternoon session after the Wall Street Journal reported that Meta’s Muse can buy goods online, respond to emails, and complete other tasks a user authorizes. Barron’s Anita Hamilton wrote Tuesday that this is already hitting travel sites, because Muse can book flights and places to stay. Expedia, Booking Holdings, Tripadvisor, and Airbnb were falling, she reported. Bloomberg Intelligence analysts Mandeep Singh a

Wells Fargo Names COO Powell as Next Chief Risk Officer
The Wall Street Journal2d agoneutral
Wells Fargo Names COO Powell as Next Chief Risk Officer

Wells Fargo Bank is appointing Chief Operating Officer Scott Powell as its next chief risk officer. Powell will succeed Derek Flowers, who is retiring from the bank in January, it said Wednesday. The company said Powell’s successor as operating chief will be appointed “in the near future.”

Own ON Semiconductor For AI Power, Or Own Micron's Contracts?
Trefis2d agoneutral
Own ON Semiconductor For AI Power, Or Own Micron's Contracts?

ON Semiconductor (ON) and Micron Technology (MU) are owned for the same reason. AI data centers need more silicon than the industry can make, and both sell into that shortage. The resemblance stops there. Micron has signed part of its peak pricing into multiyear contracts. ON Semiconductor is climbing out of a trough, still rationing parts between its AI customers and its car customers. Same shortage, opposite ends of a cycle.

Microsoft President Brad Smith: AI’s Power Is Advancing Faster Than Its Safety
WSJ2d agoneutralVIDEO
Microsoft President Brad Smith: AI’s Power Is Advancing Faster Than Its Safety

Microsoft Vice Chair and President Brad Smith says AI has enormous potential to improve healthcare, productivity and other areas of society, but warns that its growing power requires stronger safeguards. In a conversation with WSJ Leadership Institute President Alan Murray, Smith discusses why advanced AI systems need an “emergency brake,” the responsibility of companies to govern the technology they build, and how businesses can harness AI while managing its risks.

Why the Quantum World Congress Is Giving Quantum Stocks a Boost
Barrons.com2d agoneutral
Why the Quantum World Congress Is Giving Quantum Stocks a Boost

The quantum computing sector has seen no shortage of hype this year, and now one of the industry’s largest gatherings—the Quantum World Congress—is set to give stocks another push. The main draw is the convention floor, where company representatives stand by tables, fielding questions and making the case for their unique approach to quantum computing.

Investing.com2d agoneutral
Trump administration plans to speed approvals of vapes and nicotine pouches - WSJ

Investing.com -- The Trump administration is preparing a major regulatory shift to accelerate market authorization for smoke-free nicotine products, according to reporting by The Wall Street Journal. The Food and Drug Administration is expected to announce changes easing the requirements of its 2021 premarket review framework in coming days, establishing a streamlined regulatory pathway for alternative nicotine delivery systems. The regulatory overhaul aims to simplify scientific study standards