Author: arthursheikin@gmail.com

[ad_1] 2025 will go down as the year that YouTube, not Netflix, officially became the streamer to beat in Hollywood. The reason: creators have become the new titans in town.You could feel the tone shift on Netflix’s recent earnings calls. Execs have insisted Netflix is superior to YouTube while also making it clear they’re open to deals with its stars.”We’re looking for the next generation of great creators, and we’re looking everywhere,” co-CEO Ted Sarandos said in April.It’s not just talk. Netflix has done deals with star creators, including kids entertainer Ms. Rachel, The Sidemen, and, most recently, science educator…

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[ad_1] Malaysia has developed its first domestic edge AI processor. Malaysian chip design company SkyeChip announced its MARS1000 processor at an industry event on Monday, Bloomberg reported. While an edge processor isn’t as powerful as an advanced Nvidia chip, it still represents a technological milestone for Malaysia, which is looking to play a bigger role in the global AI race. Malaysia already has a foothold in the chip manufacturing sector and has recently increased its efforts and investment around AI. The country announced the creation of the Malaysian National AI Office in late 2024, an agency that plans to focus…

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[ad_1] Singer Taylor Swift and football player Travis Kelce sporting Ralph Lauren in their engagement picture is good news for the $18-billion, New York-based apparel maker, according to Jefferies. “For a company that states it is not only in the clothing business but in the dreams business, we view this outcome as mission success,” Jefferies analyst Ashley Helgans wrote in a Wednesday note to clients. Additionally, it’s “one that supports the strength of RL’s brand and likely continued momentum ahead.” In pictures shared on social media announcing the engagement Tuesday, Swift donned a striped dress that was sold out on…

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[ad_1] Gilead’s (GILD) recent breakout to new 52-week highs is constructive and reflects improving investor sentiment around its leadership in HIV therapies and expanding oncology pipeline. The recent pullback provides an attractive risk/reward entry for adding upside exposure, especially given its strong fundamentals relative to peers. Trade timing and outlook GILD has trended higher throughout 2025, with a breakout above $120 earlier this summer confirming a new 52-week high. Shares have since pulled back toward trendline support near $114, offering an attractive risk to reward entry. Relative strength remains supportive, with GILD outperforming its sector by more than 25% this…

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[ad_1] Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Long-term UK borrowing costs have neared their highest level this century, as worries over the country’s economic outlook combine with a rise in global bond yields stoked by Donald Trump’s battle with the US Federal Reserve.In a move that intensifies pressure on chancellor Rachel Reeves ahead of her Autumn Budget, the yield on 30-year UK government debt rose as high as 5.64 per cent in early trading on Wednesday — its highest point for four months and just below a level…

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[ad_1] Hardware company Plaud.ai has released its new physical notetaker, the Plaud AI Pro, on Wednesday. The notetaker, priced at $179, comes two years after the original Plaud Note was released, and a year after the company released an AI Pin. For people who haven’t seen one, the Plaud Note is a credit-card-sized hardware notetaker, which can stick on the back of your phone and help you take notes for calls or in-person meetings. The Note Pro looks similar to the original Note, but there’s one major difference. The new device has a small 0.95-inch AMOLED screen, which shows information…

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[ad_1] I-HWA CHENG/AFP via Getty Images Updated 2025-08-27T13:50:57Z Share Facebook Email X LinkedIn Reddit Bluesky WhatsApp Copy link lighning bolt icon An icon in the shape of a lightning bolt. Impact Link Save Saved Read in app This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in. Nvidia will release its second-quarter earnings after the closing bell on Wednesday. Shares of the tech giant were up 35% year-to-date through Tuesday. Wall Street remains bullish on the stock, and will be looking for updates on hyperscaler spending. Nvidia will report…

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[ad_1] A new kind of school with two-hour lessons, six-figure teacher salaries, and monetary incentives for academics has earned the interest of hedge fund manager Bill Ackman, who posted about it on social media last week.Joe Liemandt, the principal of Alpha School, described how the schools are different from traditional education in an episode of the “Invest Like the Best with Patrick O’Shaughnessy” podcast that aired Tuesday. Liemandt, a billionaire from Texas and Stanford dropout, founded Trilogy Software and the investment company ESW Capital.Alpha School is a network of private institutions that embrace AI-based learning for students in kindergarten through 12th…

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[ad_1] JPMorgan believes shares of Krispy Kreme are now floundering in “survivor mode.” In a Wednesday note, the bank downgraded the donut chain to an underweight rating from neutral. Analyst Rahul Krotthapalli did not provide a price target for the stock. Shares of Krispy Kreme have plunged 62% this year. Krotthapalli noted that the stock has “vastly underperformed” since going public at $17 per share in July 2021. DNUT YTD mountain DNUT YTD chart Krotthapalli noted that Krispy Kreme’s recent profitability hit was from the now-canceled partnership with McDonald’s . Krispy Kreme CEO Josh Charlesworth cited unsustainable costs as a…

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[ad_1] Here are Wednesday’s biggest calls on Wall Street: Cantor Fitzgerald initiates CoreWeave as buy Cantor said it is bullish on shares of CoreWeave. “We believe CoreWeave should benefit from secular growth trends in AI, specifically large language model (LLM) training and inference based usage, as an enabling software-driven AI-focused hyperscaler, comfort in near-term demand/supply imbalance, and competitive differentiation.” Read more. Goldman Sachs downgrades Deutsche Bank to neutral from buy Goldman Sachs downgraded the German banking giant mainly on valuation. “However, given the recent rally in the share price, Deutsche Bank now trades at a P/E multiple which is roughly…

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