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IBM's Gary Cohn on AI oversight: 'We want to inspire creativity again'
Yahoo Finance Video2d agoneutralVIDEO
IBM's Gary Cohn on AI oversight: 'We want to inspire creativity again'

IBM (IBM) Vice Chair Gary Cohn sits down with Yahoo Finance Executive Editor Brian Sozzi to talk about how government oversight of AI should both inspire and avoid stifling creativity in the US, and why regulation should focus on product outcomes rather than the underlying technology itself.

Supply Constraints Weighed on Fabrinet (FN)
Insider Monkey2d agoneutral
Supply Constraints Weighed on Fabrinet (FN)

Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”. You can download a copy of the letter here. The fund returned 35.34% in the quarter, significantly outperforming the Russell 2000 Growth Index’s 25.71% gain. Robust corporate profits, AI investment, easing oil-shock concerns, strong labor markets, and […]

Uber: Insider Buying and Selling Activity to Watch Amid Panic After Tesla Cybercab Rollout
Insider Monkey2d agoneutral
Uber: Insider Buying and Selling Activity to Watch Amid Panic After Tesla Cybercab Rollout

Alarm bells recently went off for Uber Technologies Inc. (NYSE:UBER) after videos showed Tesla Cybercabs hailing automatically. Bears say the Cybercab can eat into Uber’s market share, and reports suggest Tesla (NASDAQ:TSLA) driverless rides come in cheaper than Uber rides. The stock recently saw key insider buying and selling activity that you should not miss. […]

What Microsoft's Trailing Multiple Leaves Out
Trefis2d agoneutral
What Microsoft's Trailing Multiple Leaves Out

Microsoft (MSFT) has returned about 33% over the past three months, though it is down 3.1% over the past twelve months. Near $500 a share, the stock carries a trailing price-to-earnings ratio of about 26.7 times adjusted earnings. Whether that multiple looks elevated or not, it is the wrong number to make the decision on, because the earnings analysts already expect are not in it.

IonQ shares rise on NVIDIA quantum computing deployment
Proactive2d agoneutral
IonQ shares rise on NVIDIA quantum computing deployment

IonQ shares (NYSE: IONQ) rose 4.1% to $42.42 on Wednesday morning as investors weighed the company’s planned deployment of its Superion 256 system at NVIDIA’s Accelerated Quantum Research Center. The system will connect IonQ’s full-stack quantum system directly to NVIDIA’s AI infrastructure,...

Billionaire Chase Coleman’s Top 2 New AI Stock Picks
Insider Monkey2d agoneutral
Billionaire Chase Coleman’s Top 2 New AI Stock Picks

Tiger Global Management is a New York investment firm run by Chase Coleman III, who trained under Julian Robertson at Tiger Management before launching his own fund. Tiger Global’s latest 13F showed the fund opened nine new positions during the quarter, including two major AI names. The largest of them is Cerebras Systems Inc. (NASDAQ:CBRS). […]