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The Global Race For Compute
On June 12, the U.S. government suspended foreign access to Anthropic's two most capable AI models under export control authority. For the millions of international users and institutions building systems on models owned by American companies, the message was immediate and clear: in the AI era, systems you do not control can be taken away.
Physical AI & Global Reshoring Beyond the Humanoid Hype
Humanoid robots may grab the headlines, but they represent just one small piece of a much larger opportunity in the physical AI ecosystem. Autonomous robots, drones, collaborative robots (cobots), and electric vertical takeoff and landing (eVTOL) vehicles are rapidly transitioning from conceptual hype to scaled industrial and defense deployments.
Healthcare Investors GHO, CBC Weigh New Global Fund to Tap Into Asia's Boom
Global Healthcare Opportunities and CBC Group discussed launching a new global fund after their merger, the firms' heads said, as the healthcare investors move to tap into Asia's rise as an innovation hub.
U.S. Real Estate Leaders or Global Property Markets? XLRE vs. RWO
State Street Real Estate Select Sector SPDR ETF offers a significantly lower expense ratio than State Street SPDR Dow Jones Global Real Estate ETF State Street SPDR Dow Jones Global Real Estate ETF provides international exposure while State Street Real Estate Select Sector SPDR ETF focuses exclusively on U.S. large-cap holdings Both funds offer similar trailing-12-month dividend yields exceeding 3.00% as of June 12, 2026
Zeta Global's Trust Gap Creates Opportunity
Zeta delivered its 19th consecutive beat-and-raise quarter while underlying revenue growth accelerated to 29% excluding acquisitions. Athena generated seven times more agent interactions, helping drive 21% ARPU growth and over 50% multi-use-case expansion. Super-scaled customers increased 19% to 189, while the sales pipeline expanded approximately 40% year over year.
Abacus Global Management, Inc. (ABX) Moves to Buy: Rationale Behind the Upgrade
Abacus Global Management, Inc. (ABX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
U.S. Global Investors sees tailwind for airline stocks as oil prices slide
U.S. Global Investors (NASDAQ:GROW) said falling oil prices are providing a boost to airline stocks, pointing to gains in Delta Air Lines and United Airlines as carriers benefit from steady travel demand and lower fuel costs.
Wall Street Lunch: Toy Story 5 Eyes $280M Global Debut
Disney (DIS) and Pixar's 'Toy Story 5' is poised for a dominant box office debut, leveraging multi-generational appeal and robust marketing. Take-Two Interactive (TTWO) gains visibility as 'Grand Theft Auto VI' pre-orders begin June 25 ahead of its anticipated November 19 launch.
Which Energy ETF Is the Better Buy: Global X's MLPX or iShares' Clean Energy Fund ICLN?
Global X - MLP & Energy Infrastructure ETF offers a significantly higher dividend yield and lower volatility than iShares Global Clean Energy ETF. iShares Global Clean Energy ETF holds about three times as many companies as the Global X - MLP & Energy Infrastructure ETF.
Are Finance Stocks Lagging Abacus Global Management, Inc. (ABX) This Year?
Here is how Abacus Global Management, Inc. (ABX) and ACNB (ACNB) have performed compared to their sector so far this year.
Zeta Global: Why This AI Platform Is Just Getting Started
I initiate coverage on Zeta Global with a Buy rating, citing compelling fundamentals and strong market outperformance. ZETA trades at a 15% discount to the sector median, with a 21x forward P/E, suggesting undervaluation. Accelerated revenue growth and consistent earnings delivery support a premium valuation and long-term bullish outlook.
TheFork Joins AmEx's Growing Global Dining Network in $700M Deal
American Express will acquire TheFork from Tripadvisor for about $700M, expanding its dining network to roughly 75,000 bookable venues across Europe.
