Key Points Paramount was just acquired by a tech mogul's family. A stock that languished for years has a new lease on life. 10 stocks we like better than Paramount Skydance › Hollywood is a cutthroat business. Over the past couple of decades, the old studio system has fallen apart and the carcasses of those legendary film giants picked clean or outcompeted by well-funded, high-tech interlopers like Amazon.com (NASDAQ: AMZN) and Netflix (NASDAQ: NFLX). Right now, what a Hollywood studio needs to s ...

Core Insights - Intel and Nvidia have formed a partnership to develop custom data center and computing chips aimed at enhancing performance across various applications, with Nvidia investing $5 billion in Intel by purchasing its common stock at $23.28 per share [1][5]. Stock Performance - Following the announcement, Intel's stock surged over 30% in pre-market trading, while Nvidia's shares increased by 3%, marking a positive shift after recent performance issues [2]. - Intel's stock is currently trading at $31.34, reflecting a year-to-date increase of 54.99%, indicating a significant return on investment for shareholders [2][4]. Investment Context - The partnership comes after substantial support for Intel, including a nearly $9 billion investment from the U.S. government and a $2 billion investment from Japan's SoftBank, suggesting a concerted effort to revitalize Intel's market position [5]. - Nvidia's CEO, Jensen Huang, emphasized the collaboration as a fusion of their AI and computing technologies with Intel's CPUs, aiming to establish a new era in computing [6]. Government Involvement - The U.S. government's investment in Intel indicates a strategic interest in maintaining competitiveness in the AI sector, particularly in light of political scrutiny faced by Intel's new CEO [7]. - Nvidia's CEO has been active in high-profile events, including a state dinner with Trump, where he committed over $14 billion to AI and data center infrastructure in the UK [8]. Regulatory Challenges - Nvidia faces restrictions on overseas operations, including a 15% share loss in H20 sales in China due to export license requirements, alongside an antitrust investigation into its acquisition of Mellanox by Chinese regulators [9].

Amicus Therapeutics (NASDAQ:FOLD) was upgraded to Buy from Hold at Needham with a $14 target, emphasizing that the company's kidney disease program, DMX-200, is undervalued. The stock of the company is up about 5% today. "Despite DMX-200 being a Phase ...

Core Insights - The race for AI dominance is intensifying geopolitical rivalries as countries aim to leverage AI for economic growth and influence [1] - Nvidia Corp. is investing £500 million ($683 million) in Nscale, which is part of a larger AI infrastructure buildout valued at up to £11 billion [2] - Nscale is a new generation "neocloud" firm focused on AI and data-intensive workloads, attracting significant investment despite being a newcomer [3] Company Developments - Nscale is responsible for securing Nvidia GPUs, land for facilities, and sourcing electricity for its data centers, with a need for regular hardware upgrades [4] - Nscale's CEO framed recent announcements as a victory for British tech, emphasizing the company's role in creating important technology [5] - Nvidia's CEO expressed amazement at Nscale's rapid growth, highlighting the startup's unique trajectory [6] Industry Context - Nscale was spun out of Arkon Energy, which provided infrastructure for cryptocurrency mining, and launched in May 2024 [7] - Other companies like CoreWeave and Nebius Group are also emerging from the crypto sector, indicating a trend of leveraging crypto experience for AI infrastructure [7]

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Spend management platform Extend tapped PayPal alum Francois Horikawa to serve as its first CFO, the company confirmed to CFO Dive in an email. His appointment comes as the company seeks to accelerate a path to profitability, according to a Thursday press release. Horikawa will “draw on his experience in partnership, pricing and strategic planning” to help E ...

Core Insights - AT&T is testing a new AI tool called AT&T Digital Receptionist aimed at blocking spam and unwanted calls, utilizing large language models for processing speech and generating responses [1][3] - The tool allows users to customize call screening criteria, ensuring important contacts can reach them without barriers, while AT&T currently blocks over 2 billion robocalls monthly [2][7] - Following successful testing, the Digital Receptionist will be integrated into AT&T's existing spam filter, ActiveArmor, with plans for future enhancements to improve user convenience [3] Competitive Landscape - Verizon is introducing AI-powered features like the Verizon Customer Champion, which utilizes Google Cloud's AI for personalized customer service and offers 24/7 live support [4] - T-Mobile is collaborating with OpenAI to create an intent-driven AI platform to enhance customer service, alongside features like scam shield and scam ID to combat fraudulent calls [5] Financial Performance - AT&T's stock has increased by 38.3% over the past year, outperforming the Wireless National industry's growth of 16.2% [6] - The company's shares are currently trading at a price/earnings ratio of 13.47, slightly lower than the industry's 13.53 [8] - Earnings estimates for AT&T for 2025 and 2026 have seen upward revisions in the past 60 days [10]

Key Takeaways Alvotech's H1 2025 product revenues soared over 200% year over year to nearly $205 million.Teva and Stada alliances powered the rapid uptake of Humira and Stelara biosimilars across the U.S. and EU.New approvals and deals extend Alvotech's pipeline into ophthalmology, neurology and oncology.Biosimilar drugmaker Alvotech (ALVO) has positioned itself differently from other players in the space by using partnerships as its core commercial model. Rather than investing heavily in its own sales infr ...

Core Viewpoint - The Oncology Institute, Inc. (TOI) has experienced significant selling pressure, resulting in a 20.1% decline in stock price over the past four weeks, but analysts anticipate improved earnings in the near future [1] Group 1: Technical Analysis - TOI's stock is currently in oversold territory, indicated by a Relative Strength Index (RSI) reading of 25.52, suggesting a potential trend reversal [5] - The RSI is a momentum oscillator that helps identify whether a stock is overbought or oversold, with readings below 30 typically indicating an oversold condition [2][3] Group 2: Fundamental Analysis - There has been a consensus among sell-side analysts to raise earnings estimates for TOI, with a 5.2% increase in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation [7] - TOI holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating strong potential for a turnaround [8]

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Kevin Beard, a founding partner and chief growth officer at Atria Wealth Solutions, is the latest Atria executive to jump ship in the wake of LPL Financial’s acquisition of the business, according to regulatory filings. LPL closed on its acquisition of Atria last October; in its second quarter 2025 earnings results, the firm said it completed the conversion of Atria to the LPL platform. Beard co ...

Group 1: Bitcoin ETF Inflows and Outflows - Spot Bitcoin ETFs experienced a reversal with $51.3 million in net outflows after a week of nearly $3 billion in inflows [1] - Grayscale's Bitcoin Trust saw a $62.6 million outflow, while Fidelity's Wise Origin fund lost $116 million, indicating a significant pullback [2] - BlackRock's iShares fund managed to attract almost $150 million in fresh inflows, highlighting its importance in maintaining institutional demand [2] Group 2: Market Sentiment and Rebalancing - The recent pause in inflows is viewed as a healthy short-term rebalancing rather than a shift in sentiment, following over $2.3 billion in inflows [3] - The cryptocurrency market is expected to stabilize after a rapid influx of capital, which is a natural market behavior [3] Group 3: Impact of Federal Reserve Actions - Bitcoin's price remained relatively stable at around $117,750, reflecting that investors had already anticipated the Fed's 0.25 percentage point rate cut [4] - Ethereum also saw a price increase to around $4,600, driven by a brief rally post-Fed rate cut, indicating a positive market reaction [5] - The Fed's actions are believed to inject liquidity into the market, encouraging investors to seek assets with higher return potential, with Bitcoin being a prominent choice [5] Group 4: Future Outlook - The current market conditions are seen as promising due to a combination of accommodative macroeconomic factors and the maturation of the crypto market [6] - There is an expectation that the inflows into crypto assets are likely just the beginning, driven by institutional demand and a more developed infrastructure [6]