Quantum computing has generated huge buzz, with potential to tackle problems in drug discovery, materials science, and optimization that stump traditional computers. ...

I think with the crypto markets like especially like Bitcoin and Ethereum and the altcoins like sentiment changes can show up more dramatically just because there aren't as many like institutional players involved and you know that that kind of shows up as dramatic swings and then that bleeds over into equities that are linked to the crypto markets. You know, um I started out covering Bitcoin as kind not a joke, but as kind of um an a cultural exercise like 12 or 13 years ago by only using bitcoins instead ...

Tricolor's sudden bankruptcy shook up Wall Street as investors fled the subprime auto lender and retailer. Now big names including JPMorgan CEO Jamie Dimon warn it may augur a bigger market reckoning. ...

HELOC, Meeting Software, MSR Valuation Tools; M&A for Servicing; Extension Cost Primer; Freddie and Fannie Price Fixing? I always wonder, when I see two gas stations near each other in a small town, if the owners agree on pricing and share information. But when you’re dealing with trillions of dollars of mortgages and millions of borrowers, well, that’s a different scale, and the leader and boards of directors should be held responsible if the news is correct. Per the AP, “A confidant of Bill Pulte, the Tr ...

Core Insights - Globant SA reported third-quarter earnings of $1.53 per share, missing the analyst consensus estimate of $1.54 per share, while quarterly sales reached $617.143 million, surpassing the consensus estimate of $615.376 million [1] Group 1: Financial Performance - The company's earnings per share (EPS) for the third quarter was $1.53, which was below the expected $1.54 [1] - Quarterly sales amounted to $617.143 million, exceeding the analyst consensus of $615.376 million [1] Group 2: Strategic Focus - The CEO of Globant emphasized the company's commitment to a long-term growth strategy based on four pillars: AI Pods, subscription model, AI Studios, and Globant Enterprise AI platform [2] - The company announced AI-transformational projects for top clients in various industries, indicating a focus on high-potential accounts [2] - The vision is to be the partner of choice for organizations implementing AI across multiple layers, supported by an entrepreneurial culture [2] Group 3: Market Reaction - Following the earnings announcement, Globant shares fell by 0.7%, trading at $62.41 [3] - Analysts adjusted their price targets for Globant, with Needham maintaining a Buy rating but lowering the target from $85 to $80, and JP Morgan maintaining a Neutral rating with a target reduction from $78 to $75 [8]

Shares of consumer products giant Church & Dwight Co., Inc. ( CHD ) have been a poor performer over the past year, losing about 20% of their value. Shares have been weighed down by a high multiple, fears of tariff costs, and a muted consumer spendingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just ...

Shares of consumer products giant Church & Dwight Co., Inc. ( CHD ) have been a poor performer over the past year, losing about 20% of their value. Shares have been weighed down by a high multiple, fears of tariff costs, and a muted consumer spendingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Luckin Coffee could be returning to the Nasdaq five years after the company was delisted due to financial fraud. Jinyi Guo, the CEO of the mobile-only Chinese coffee chain, said at a recent government event in Xiamen that the company is preparing to relist on the U.S. stock market and expand its footprint in America as well. Chinese media reports that Guo said once the company is relisted on the Nasdaq, it will help Lucki ...

Core Insights - AI datacenters are entering a new phase focused on inference rather than training, which is expected to reshape the competitive landscape and spending patterns in the industry [1][2][8] Shift from Training to Inference - The focus is shifting from training large models to optimizing inference processes, with techniques like distillation and quantization making inference cheaper and more efficient [2][3] - By 2027, inference is expected to dominate incremental compute spending, with a notable shift already occurring in 2025-2026 [3] Beneficiaries of the Shift - Broadcom is highlighted as a key beneficiary due to its custom ASICs that support inference for major companies like Google, Amazon, and Meta [4] - Marvell Technology is also positioned to benefit as inference workloads increasingly rely on Ethernet and PCIe, moving away from expensive training-oriented technologies [5] Hardware and Networking Trends - Celestica is well-positioned as the industry moves towards standardized, cost-effective inference hardware, allowing operators to source from multiple vendors [6] - Arista Networks continues to support high-performance training networks, but the shift towards Ethernet in inference may create new opportunities for networking companies [6] Power Efficiency and Deployment - Inference is significantly less power-hungry than training, often requiring 5-10 times less power, making it easier to deploy in datacenters with limited grid capacity [7] - The trend towards making AI cheaper, faster, and easier to run is expected to drive spending towards companies like Broadcom and Marvell [8]

Even if the US Supreme Court strikes down Donald Trump’s sweeping tariffs, there still appear to be significant doubts that trades betting on government refunds will ever pay out. Most Read from Bloomberg Several Wall Street heavyweights have struck deals with companies that could be eligible for reimbursement if the levies are found to be unlawful — an outcome that betting markets see as more likely after a hearing last week. Yet investors are still finding the trade can be had for relatively cheap. De ...