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Why I Put 75% Of My Retirement In Infrastructure Assets
Seeking Alpha· 2026-03-26 11:15
tadamichi/iStock via Getty Images My active income is very risky. I run a small investment research business, which I know will eventually get disrupted by AI, as it breaks barriers to entry and will ultimately lead to much greater competition. Already now, the majority of content online is AI-generated, and it likely won't be long before this content is as good as human-generated and all over the place. If, before AI, there were 5 articles posted each day on REITs, in the future, there will be 50 or 50 ...
Marchex(MCHX) - 2025 Q4 - Earnings Call Transcript
2026-03-25 22:02
Marchex (NasdaqGS:MCHX) Q4 2025 Earnings call March 25, 2026 05:00 PM ET Company ParticipantsBrian Nagle - CFOFrancis Feeney - COORussell Horowitz - Chairman of the BoardTroy Hartless - PresidentConference Call ParticipantsRoss Collar - AnalystVijay Devarakonda - Research AnalystOperatorGood afternoon. Thank you for attending today's Q4 and full year 2025 Marchex earnings conference call. My name is Tamia, and I will be your moderator for today's call. All lines will be muted during the presentation portion ...
Marchex(MCHX) - 2025 Q4 - Earnings Call Transcript
2026-03-25 22:00
Marchex (NasdaqGS:MCHX) Q4 2025 Earnings call March 25, 2026 05:00 PM ET Speaker2Good afternoon. Thank you for attending today's Q4 and full year 2025 Marchex earnings conference call. My name is Tamia, and I will be your moderator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. If you would like to ask a question, please press star one on your telephone keypad. I would now pass the conference over to your host, ...
Nvidia Earnings and Hawkish Fed Minutes Pressure Markets Midday
Stock Market News· 2026-03-25 16:07
Midday Market Momentum and Index PerformanceU.S. equity markets are experiencing a notable pullback during midday trading this Wednesday, March 25th, 2026, as investors grapple with a combination of hawkish signals from the Federal Reserve and high-stakes anticipation surrounding the semiconductor sector. After reaching record highs in recent sessions, the major indexes have retreated into the red, characterized by a shift in momentum following the release of key economic insights.As of early afternoon, the ...
OpenAI raises additional money to bring record funding round to $120 billion, CFO tells Cramer
CNBC· 2026-03-24 22:16
OpenAI is raising an additional $10 billion from investors as part of its historic funding round, CFO Sarah Friar told CNBC's Jim Cramer on Tuesday.The fresh capital brings OpenAI's record fundraise to "north of $120 billion," Friar said in an interview on "Mad Money." That well exceeds the ChatGPT creator's initial target of $100 billion. OpenAI announced the first tranche of investment in late February, and it's been seen as potentially its last private fundraise before a potential blockbuster initial pub ...
Crusoe Named to Fast Company's List of the World's Most Innovative Companies of 2026
Globenewswire· 2026-03-24 13:07
DENVER, March 24, 2026 (GLOBE NEWSWIRE) -- Crusoe, the AI factory company, is proud to have been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2026. The company was named to the number three spot in the Computing category. Alongside the World’s 50 Most Innovative Companies, Fast Company recognizes 720 honorees across 59 sectors and regions. “Powering the next era of human progress requires us to rethink the entire stack – from the energy source to the data centers to t ...
Every CEO is a wartime CEO now—regardless of geopolitical conflict
Yahoo Finance· 2026-03-23 09:57
In today’s CEO Daily: Diane Brady on how a wartime mindset is the new default. The big story: Is Cursor dead? The markets: Down big as Trump and Tehran exchange threats. Plus: All the news and watercooler chat from Fortune. Good morning. To some extent, every CEO is a wartime CEO when their country is at war. But the concept, and the characteristics that go with it, extend far beyond geopolitics. As Fortune’s Geoff Colvin points out in this piece, Shell put military-style scenario planning at the hear ...
X @Bloomberg
Bloomberg· 2026-03-22 20:30
The best writing about the coming AI revolution have nothing to do with AI at all. So skip those viral AI memos and read these four books instead. https://t.co/hSQn9p6O75 ...
X @Bloomberg
Bloomberg· 2026-03-21 16:00
The best writing about the coming AI revolution have nothing to do with AI at all. So skip those viral AI memos and read these four books instead. https://t.co/UKIsKdeMxX ...
One simple reason to 'avoid' buying the dip in SMCI stock today
Invezz· 2026-03-20 15:45
Core Viewpoint - Super Micro Computer (SMCI) faces significant legal challenges after a co-founder and high-ranking employees were indicted for allegedly smuggling advanced AI technology to China, leading to a sharp decline in stock value and investor confidence [1][2][3]. Company Overview - SMCI stock plummeted over 25% in early trading due to the indictment, which involves a scheme to divert $2.5 billion worth of Nvidia-powered servers to Chinese entities [2]. - The company's shares are down approximately 35% from their February highs, reflecting ongoing investor concerns [2]. Legal and Governance Issues - The indictment follows previous accounting probes and the resignation of the company's auditor, Ernst & Young, indicating a pattern of governance issues [2][4]. - The involvement of a co-founder, who had previously resigned due to an accounting scandal, raises concerns about the company's internal controls and compliance culture [4]. Market Reaction and Investment Sentiment - Investors are wary that Nvidia may cut off supplies of Blackwell chips to SMCI, which could further jeopardize the company's operations [3]. - The persistent legal troubles and governance issues create a systemic red flag for potential investors, suggesting that the company may not be a viable investment opportunity [4][5]. Comparison with Competitors - While some may view SMCI as undervalued at around 17 times forward earnings, this perspective weakens when compared to competitors like Nvidia, which is trading at a more favorable valuation despite its own growth potential [8][9]. - Nvidia is seen as a safer investment in the AI sector, offering exposure without the legal controversies that plague SMCI [9][10]. Conclusion - The ongoing legal issues and governance failures at SMCI suggest that the recent stock dip is not a buying opportunity but rather a warning sign for investors to avoid the company [11].