Core Viewpoint - Nvidia is recognized as a leading player in the artificial intelligence (AI) sector, particularly due to its graphics processing units (GPUs) which are essential for training large language models (LLMs) [1] Nvidia's Investment Strategy - Nvidia, under CEO Jensen Huang, has leveraged its market position to invest in other AI-related companies, owning a total portfolio valued at approximately $1.14 billion as of April 27, 2025 [2][4] Nvidia's Stock Holdings - Nvidia's largest holding is in CoreWeave, valued at nearly $897 million, which has seen a significant increase of 286% since its IPO [4][5] - Arm Holdings, with a stake of $117.6 million, has increased by 146% since its IPO in 2023, providing essential intellectual property for CPUs, GPUs, and NPUs [6] - Applied Digital Corp, in which Nvidia holds a $43.4 million position, offers cloud services and digital infrastructure solutions for high-performance computing and AI [7][8] - Recursion Pharmaceuticals, with a stake of about $40.7 million, utilizes AI for drug discovery and collaborates with Nvidia [9][10] - Nebius Group, valued at $25 million, provides cloud solutions for AI applications, allowing customers to rent infrastructure [10][11] - WeRide, Nvidia's smallest investment at $23.6 million, focuses on commercializing self-driving vehicles using Nvidia's technology [12] Notable Investment: Nebius - Nebius is highlighted as the best stock in Nvidia's portfolio, recently listed on Nasdaq and raising $700 million in a private placement [13][14] - With a market cap of approximately $11.4 billion, Nebius is considered more affordable than CoreWeave and is projected to generate mid-single-digit billions in annual revenue at high margins [15] - Nebius's user-friendly AI solutions may attract less sophisticated companies beginning to implement AI, potentially expanding its customer base [16]

Core Points - The Keg Royalties Income Fund announced a transaction with Fairfax Financial Holdings Limited, which was previously disclosed on June 17, 2025 [1] - The Supreme Court of British Columbia granted an interim order for the transaction, allowing a special meeting of unitholders to be held [1] - The meeting is scheduled for August 1, 2025, where unitholders will vote on the Arrangement Resolution [2] - The Board of Trustees recommends unitholders vote in favor of the Arrangement Resolution [3] Company Information - The Keg Royalties Income Fund is an open-ended trust that owns trademarks and intellectual property used by Keg Restaurants Ltd., a leading steakhouse operator in Canada [9] - Keg Restaurants Ltd. has been recognized as the number one restaurant company to work for in Canada according to Forbes "Canada's Best Employers 2025" survey [9] - Fairfax Financial Holdings Limited is primarily engaged in property and casualty insurance and reinsurance, along with investment management [10]

The earnings season that just ended confirmed that concerns about an AI infrastructure bubble are overstated. If anything, demand for data centers and the equipment that supports them will continue to grow. Still, investors are looking beyond technology stocks like NVIDIA Corp. NASDAQ: NVDA over concerns about valuation. Investors have been willing to pay a premium for AI stocks because of the current and projected future growth in the sector. But just as companies are looking for alternatives to NVIDIA’s t ...

As the June 18 deadline for bidding on the remaining assets of Rite Aid nears, the potential buyers who are looking them over reportedly include pharmacy chain Walgreens, reality star turned entrepreneur Kourtney Kardashian, consumer-focused private equity firms, and three brand management companies: Authentic Brands Group, WHP Global and Marquee Brands.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, i ...

For the quarter ended March 2025, OPKO Health (OPK) reported revenue of $149.9 million, down 13.7% over the same period last year. EPS came in at -$0.10, compared to -$0.12 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $164.48 million, representing a surprise of -8.87%. The company delivered an EPS surprise of -66.67%, with the consensus EPS estimate being -$0.06.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...