Golub Capital: Get Paid 11% Owning Private Credit
Seeking Alpha· 2025-12-17 13:26
Analyst's Disclosure:I/we have a beneficial long position in the shares of GBDC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I'm a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments ...
Nvidia (NASDAQ: NVDA) Stock Price Prediction for 2026: Where Will It Be in 1 Year (Dec 17)
247Wallst· 2025-12-17 13:25
Core Viewpoint - Nvidia Corp. shares have decreased by 3.4% over the past week following the announcement of its acquisition of SchedMD and a partnership with Mistral AI, alongside the White House's approval for sales of H200 chips to select Chinese customers [1] Group 1 - Nvidia announced the acquisition of SchedMD, which may enhance its capabilities in scheduling and resource management [1] - The company has formed a partnership with Mistral AI, indicating a strategic move to strengthen its position in the AI sector [1] - The recent approval from the White House for the sale of H200 chips to certain Chinese customers could impact Nvidia's market dynamics and revenue potential [1]
10 Genius Things Warren Buffett Says To Do With Your Money
Yahoo Finance· 2025-12-17 13:25
Warren Buffett is commonly referred to as the most prophetic and respected investor of all time. He is also known for his folksy charm and memorable quotes about the art of investing. As the “Oracle of Ohama” has an estimated net worth of around $146 billion, the proof is in the pudding. Learn More: 6 Money Moves Wealthy People Always Make Before New Year’s For You: 6 Things You Must Do When Your Savings Reach $50,000 When you’re aiming to reach the top of the mountain and want a competitive advantage, i ...
Sidestepping Concentration: Accessing the Hidden Layer of AI Hardware
Etftrends· 2025-12-17 13:25
Core Insights - The semiconductor investment thesis is evolving, particularly with the rise of application-specific integrated circuits (ASICs), presenting unique structural opportunities for investors [1] - The shift in the AI market is moving from general-purpose hardware to custom silicon designed for specific needs, as major hyperscalers like Alphabet, Meta, and Amazon adopt a "do-it-yourself" model [2] Industry Trends - The demand for bespoke efficiency in AI hardware is increasing, leading to a focus on specialized design firms that connect software giants with physical manufacturing [3] - Global Unichip Corp (GUC) is positioned as a key player in this transition, acting as a specialized ASIC design partner for tech giants [4] Company Analysis - GUC supports ASIC design and advanced packaging for custom chip development, crucial for hyperscale and cloud AI programs [4] - GUC's strategic relationship with Taiwan Semiconductor Manufacturing Company (TSMC), which owns approximately 35% of GUC, provides production security and technical synergy [5] Investment Opportunities - There is a concentration risk in AI-related investments, with many portfolios heavily weighted towards Nvidia and TSMC, while exposure to the specialized ASIC ecosystem remains limited [6] - The ROBO Global Artificial Intelligence ETF (THNQ) offers investors access to GUC, enabling diversification within the semiconductor investment landscape [7]
Benton Continues to Hit Wide Gold Zones at South Pond and Identifies New VMS System North of Great Burnt; Launches New Website
TMX Newsfile· 2025-12-17 13:25
Thunder Bay, Ontario--(Newsfile Corp. - December 17, 2025) - Benton Resources Inc. (TSXV: BEX) ("Benton" or the "Company") is pleased to announce that it has received the newest set of excellent gold results from its current drill campaign at South Pond Gold-Copper Deposit, including, 2.02g/t Au over 17.13 m (from 29.87 to 47.00 m), including 3.98g/t Au over 5.00 m (from 36.00 to 41.00 m), also including 9.12g/t Au over 1.00 m (from 36.00 to 37.00 m) in SP-25-54 (See Figures 1-3, Table 1).Additionally, Ben ...
Why Bitcoin Could Surprise in 2026
Etftrends· 2025-12-17 13:25
Core Insights - Bitcoin has been a polarizing asset in 2025, experiencing both significant rallies and a slump, with expectations to close below $100,000 [1][2] - Despite the downturn, there are potential opportunities in ETFs like the Coinshares Valkyrie Bitcoin Fund (BRRR) for 2026 [2][3] Market Dynamics - Increased adoption and broader use cases are expected to drive Bitcoin and ETFs like BRRR higher in 2026 [4] - Bitcoin's integration into traditional finance is advancing through spot ETFs, a deepening options market, and corporate participation [5] - The evolving regulatory environment may favor Bitcoin and digital currencies, with countries considering loosening regulations that hindered crypto innovation [5][6] Regulatory Landscape - Global regulation is diverging, with Europe seeking clarity, the US fostering innovation, and Asia aligning its own prudential measures [6] - ETFs like BRRR are enhancing Bitcoin liquidity and attracting new participants, including professionals, into the crypto market [6] Future Outlook - The industry is shifting focus from narrative to utility, cash flow, and integration, indicating that digital assets are becoming part of mainstream finance [7]
Oracle's $10 billion Michigan data center in limbo after Blue Owl funding talks stall, FT reports
Reuters· 2025-12-17 13:24
Oracle's largest data center partner Blue Owl Capital will not back a $10 billion deal for its next facility, as the software group faces increased concerns about its rising debt and artificial intell... ...
Atos Strengthens Leadership in Data & AI in Spain as the Country Moves Towards AI at Scale
Globenewswire· 2025-12-17 13:24
Core Insights - Atos has strengthened its leadership in Data and AI solutions in Spain, transitioning from experimental phases to becoming a core element of business strategy and competitiveness [1][4] - The Penteo report highlights the importance of AI in driving efficiency, revenue, and cost reduction, with organizations prioritizing projects that yield measurable returns [2][3] Atos' Expertise and Approach - Atos manages the entire data and AI lifecycle, utilizing advanced analytics, machine learning, generative AI, and automation, supported by mature DataOps, MLOps, and DevOps practices [3][6] - The company offers a comprehensive approach that combines strategic consulting, technology platforms, data engineering, and applied AI, facilitating the transformation of isolated initiatives into scalable AI programs [6][10] Market Trends and Challenges - The rise of next-generation Data and AI integrators is identified as a key trend, influenced by hybrid and multicloud environments and the coexistence of various data models [5] - The Spanish market shows uneven maturity, with large organizations scaling up while midsize companies adopt AI for quick results, necessitating tailored solutions from Atos [9][10] Regulatory and Ethical Considerations - Digital sovereignty, security, and regulatory compliance are critical, driven by new European frameworks like the Data Act and AI Act, with companies seeking solutions that ensure data residency and ethical AI use [7][8] - Atos integrates data governance, cybersecurity, and AI ethics to provide customers with confidence in adopting advanced technologies while meeting regulatory obligations [8][11] Success Factors and Recent Initiatives - Lasting success in data and AI relies on the ability to industrialize, measure, and sustain value, with Atos positioned as a reliable technology partner [11] - Recent public sector projects in collaboration with the Community of Madrid and the Madrid City Council demonstrate Atos' commitment to improving citizen engagement and service efficiency through AI [12]
Klockner Pentaplast gains US court approval for debt restructure plan
Yahoo Finance· 2025-12-17 13:22
Core Insights - Klockner Pentaplast (kp) has received confirmation from the US Bankruptcy Court for its reorganization plan, allowing the company to proceed with financial restructuring and exit Chapter 11 [1][2] - The restructuring plan aims to eliminate €1.3 billion ($1.52 billion) of funded debt from the balance sheet and transition to new ownership with enhanced financial flexibility [2][4] - The company has continued normal operations during the restructuring process, including payments to vendors and suppliers [2] Financial Restructuring - The court-approved plan was developed with support from an ad hoc group of first-lien lenders and noteholders, which included a €349 million capital injection to support operations [2][3] - All general unsecured claims will be settled in full or reinstated upon the company's emergence from Chapter 11 [3] Management and Operations - CEO Roberto Villaquiran emphasized the goal of establishing a strong financial foundation for growth and innovation, with the court's approval being a significant step towards this objective [4] - Klockner Pentaplast, founded in 1965, specializes in manufacturing rigid and flexible packaging and specialty films, operating 27 production sites across 16 countries and employing over 5,000 people globally [4][5]
Oracle's Data Software Edge For Enabling AI (Rating Upgrade)
Seeking Alpha· 2025-12-17 13:22
Core Insights - Oracle's advantage in data software is being overlooked by the market amidst the focus on AI infrastructure investments [1] Group 1: Company Analysis - Oracle is positioned uniquely in the data software sector, which may present untapped investment opportunities [1] - The market's attention is primarily directed towards the substantial investments in GPUs and AI infrastructure, potentially neglecting Oracle's strengths [1] Group 2: Industry Context - The current trend in the tech industry emphasizes heavy spending on AI technologies, which could lead to a mispricing of companies like Oracle that specialize in data software [1]