Artificial intelligence is arguably the most captivating—and significant—investing theme of the last several years. Multiple tailwinds are pointing to why AI stocks should be central to any portfolio. First, consider that Grand View Research believes that the global AI market size was $279.2 billion in 2024 and is expected to reach $1.81 trillion by 2030. That’s a compound annual growth rate of 35.9%. Dell’Oro Group projects that spending on data center infrastructure—including hardware, software, network ...

Institutional ownership often serves as one of the clearest signals of conviction in a company’s long-term prospects. When the world’s most prominent hedge funds, asset managers, and pension funds allocate billions into a stock, they aren’t chasing short-term moves; they’re making a bet on enduring growth and stability. Alphabet TodayGOOGLAlphabet$240.91 +1.28 (+0.53%) 52-Week Range$140.53▼$241.37Dividend Yield0.35%P/E Ratio25.66Price Target$221.44Add to WatchlistFew companies exemplify this better right n ...

Presentation Eric ColdwellSenior Research Analyst Good to go. Great. Good morning, everyone. My name is Eric Coldwell. I cover pharma services, health care distribution and related industries for Baird. And it's a great pleasure to have Cardinal Health with us here today. On stage with me, Jason Hollar, CEO; Aaron Alt, CFO; and of course, Matt Sims, who leads up Investor Relations. And we're very excited to have Cardinal. This has been a lot of fun for the last few years since you joined. And officially, ...

Volkswagen AG (OTC:VWAGY) outlined plans to invest up to 1 billion euros (roughly $1.17 billion) in artificial intelligence by 2030, saying the technology will be central to accelerating vehicle development and strengthening industrial operations. The commitment, announced Sept. 9 at the IAA Mobility trade fair, also includes expanding high-performance IT systems as part of the group's long-term digital strategy. The group highlighted more than 1,200 AI applications are already in use, with hundreds more ...

Uber, Visa, Apple, and Nike host company events this week ahead of August inflation dataCrowdStrike, Wynn Resorts, Alibaba, and FedEx hold meetings after the Fed’s interest rate decisionInvestors can connect the macro and micro dots to prep for a busy Q4We are in a busy stretch on both the economic and corporate calendars. Last week, we highlighted the major conferences that could draw volatility at the industry level.Today, let’s zoom in on a handful of companies hosting Analyst Days and Shareholder Meet ...

This story was originally published on Multifamily Dive. To receive daily news and insights, subscribe to our free daily Multifamily Dive newsletter. Dive Brief: Tuesday, Manulife Investment Management and multifamily investment firm TruAmerica Multifamily announced the formation of a $1 billion affordable housing joint venture that will be named Anchor Point Residential. The new platform aims to acquire general partner interests in a geographically diverse portfolio of high-quality, income-restricted as ...

Question-and-Answer SessionSo just to start out, maybe for those less familiar with you, do you want to just provide a brief introduction on yourselves and your responsibilities at Affirm?Brooke Major-ReidChief Capital Officer Sure. Good morning, everyone. It's great to be here. Thanks for hosting us, Allison. My name is Brooke Major-Reid. As Allison said, I'm Chief Capital Officer. I've been at Affirm just over 4 years. Capital at Affirm covers capital markets execution, all the things we do to fund the bu ...

Key Takeaways Powell's nine-month fiscal 2025 revenues grew 9.3% to $806.3M on robust utility and industrial demand.Backlog reached $1.4B with Q3 orders of $362M, boosted by electrification and diversification trends.High raw material costs and tariffs, especially on steel and aluminum, pressure Powell's margins.Powell Industries, Inc.’s (POWL) robust momentum can be largely attributed to its strong foothold and improving conditions in its key markets, including electric utility and commercial & other indus ...

Key Takeaways Celsius becomes PepsiCo's U.S. energy lead, managing Celsius, Alani Nu and Rockstar Energy.PepsiCo lifts its Celsius stake to 11% while expanding Alani Nu through its distribution system.Celsius acquires Rockstar in the United States and Canada, boosting its presence across energy drink formats.Celsius Holdings, Inc. (CELH) has fortified its growth prospects through a strengthened partnership with PepsiCo (PEP) , positioning itself as a vital player in the energy drink market. Under the new ag ...

EBENE, Mauritius, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Virtual Pay Group, a leading Global fintech company specializing in digital payment solutions, is proud to announce that it has been officially licensed by Visa as a Principal Acquirer. This prestigious designation enables Virtual Pay to directly acquire major card scheme transactions, reinforcing its position as a key player in the Global fast-evolving digital payments ecosystem. The Visa Principal Acquirer license grants Virtual Pay greater operational ...