Longtime tech bull Dan Ives says these are his top tech plays going into 2027
Investors are “underestimating the scale and scope” of the AI spending wave, said Dan Ives as he laid out five stocks to own.
Investors are “underestimating the scale and scope” of the AI spending wave, said Dan Ives as he laid out five stocks to own.
Michael Dempsey, managing partner at the New York-based investment firm Compound, said in a long post on X that Situational Awareness’s “prescience was incredibly impressive and likely should still be funded and respected.” “That said, anyone who has experience in public markets could somewhat easily see this was One Big Trade and so probably there…
Model risk managers are being asked to do more with less – Risk.net Skip to main content End of drawer navigation content Risk Benchmarking study finds function being handed expanding AI workload, on flat resources This piece is part of a series benchmarking bank model risk management practices. Risk Management subscribers can view selected cuts…
Digital Transactions News staff September 30, 2026 Acquiring, Competitive Strategies, Credit Cards, Fraud & Security, Issuing/Originating, Point-of-sale Two-thirds of consumers walk away from a payment process that requires more than three steps, according to “The Competition for Consumer Payments,” a report from Datos Insights sponsored by SBT, a payments…
Baltimore-based Constellation Energy, a $90 billion company, generates electricity on a vast scale. And AI’s voracious appetite means that electricity is now becoming a very valuable commodity, and the companies that can generate it reliably, cleanly and at scale will see a lot more attention than they’re currently getting. Investors have re-priced entire industries, assuming…
Taiwan’s Premium Mango Exports Reach Europe, Facing High Costs and Tough EU Rules By Ann Wang Exporting Taiwan’s Mangoes to Europe: Opportunities and Challenges TAICHUNG/TAITUNG, Taiwan, July 15 (Reuters) – Plump, juicy and fragrant, Taiwanese mangoes have long been a top draw for foodies, but traditionally those wanting to experience them have generally had to…
Bonds are starting to deliver “equity-like returns,” according to Larry McDonald, similar to during the summer of 1987.