Author: Admin

Listen to the audio version of this article (generated by AI). In October 1974, a boxer past his prime walked into a ring in Kinshasa against a champion nobody thought he could beat. George Foreman hit harder than anyone in the sport. Muhammad Ali knew that head-on, he loses. So he did something that looked, to the crowd ringside, like defeat in slow motion. He leaned back against the ropes and let Foreman swing. Round after round, Foreman unloaded everything he had, and Ali just absorbed it, covered up, and waited. By the eighth round, Foreman had punched himself into…

Listen to the audio version of this article (generated by AI). A governor’s data-center about-face… welcome to the “Messy Middle”… a sixth Prisoner’s Dilemma?… Luke’s 2028 countdown and how we’ll track it As we reported here in the Digest last Wednesday, New York Gov. Kathy Hochul became the first governor to sign a law pausing the construction of new hyperscale AI data centers. And yet, the very next day, The Verge reported that Hochul said her administration is using AI to review “every single rule, regulation, and policy” on New York’s books – a process she says would have taken…

Listen to the audio version of this article (generated by AI). A Prisoner’s Dilemma with a Chinese accent… another Messy Middle story… OpenAI’s AI hacks Hugging Face… reader feedback about yesterday’s Digest Did Alphabet (GOOG) confirm its capex spend? By the time you read this, we’ll likely already know the answer. Alphabet’s second-quarter earnings report – and the management call that follows it – should be out. As we detailed in Monday’s Digest, Wall Street has grown skeptical of the rosy earnings projections coming out of some AI infrastructure companies this season. Our technology expert Luke Lango, editor of Innovation…

The AI race is changing. The smartest investment may not be the obvious one. Hello, Reader. Remember the DeepSeek shock back in January 2025? When the Chinese AI lab DeepSeek released its DeepSeek-R1 reasoning model, it shook global markets. The model showed that a Chinese company could compete with Silicon Valley’s best AI systems at a much lower cost. Now, China has delivered the sequel. On Sunday, Alibaba Group Holding Limited (BABA) unveiled a preview of its newest AI model, Qwen3.8 Max. The company says Qwen3.8 Max ranks among the world’s most powerful AI models, trailing only Anthropic’s Fable 5. Shares…

The AI race is changing. The smartest investment may not be the obvious one. Hello, Reader. Remember the DeepSeek shock back in January 2025? When the Chinese AI lab DeepSeek released its DeepSeek-R1 reasoning model, it shook global markets. The model showed that a Chinese company could compete with Silicon Valley’s best AI systems at a much lower cost. Now, China has delivered the sequel. On Sunday, Alibaba Group Holding Limited (BABA) unveiled a preview of its newest AI model, Qwen3.8 Max. The company says Qwen3.8 Max ranks among the world’s most powerful AI models, trailing only Anthropic’s Fable 5. Shares…

Earnings Call Insights: Pegasystems (PEGA) Q2 2026 Management View Alan Trefler framed the quarter around what he called a market reset in AI economics, saying, “what was once available for free or for all-you-can-eat licensing is priced now by token use withSeeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha…

Earnings Call Insights: Annaly Capital Management (NLY) Q2 2026 Management View “Lower rate volatility provided a tailwind for our portfolio this past quarter, and we delivered a 5.5% economic return” (CEO, Co-Chief Investment Officer & Director David Finkelstein). “We generated $0.79 of earnings available for distribution, marking the ninthSeeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is…

Once-forgotten sectors are perking up The World Cup games that went into extra time were reminders of just how tough it can be for players to keep up their momentum over the long haul. Likewise, stocks that have been rocketing along for some time may stumble and lose a step. Case in point: The group of equities in the S&P 500 index that has performed the strongest recently is sputtering so far this quarter. In fact, leadership has shifted away from the market’s highest-momentum stocks, including once-red-hot semiconductor makers and other AI-focused companies. Since the end of June, those stocks…

The global energy transition is causing countries to rethink their energy policies. Driven by a confluence of net-zero targets, baseload grid stability, and the electricity demands of AI data centers, nuclear energy is now at the forefront of global energy. Key Takeaways: Nuclear energy is experiencing a structural resurgence driven by global net-zero commitments, grid stability needs, and the immense, continuous electricity consumption of AI data centers. The Sprott Uranium Miners ETF (URNM) provides targeted, pure-play access to this macro theme by investing in companies that dedicate at least 50% of their business to uranium mining, exploration, development, and physical…

Small-cap and mid-cap stocks are outrunning large caps in 2026, and one portfolio manager says the shift has room to run. Key Takeaways: Earnings estimates for small caps are rising after 10 quarters of declines. Small and mid-cap stocks trade 20% to 35% below large caps. TMSL has returned 26.62% over the past year. Jodi Love, lead portfolio manager of the T. Rowe Price Small-Mid Cap ETF (TMSL), said on Bloomberg’s “ETF IQ” that narrow mega-cap and AI leadership has driven recent years. But she said 2026 looks different. The small-cap benchmark is up about 20% year to date, compared…