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Which Stocks Will Go Up With The AI Boom? Part I: The Semiconductor Winners

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Chart Of The Day: Do Or Die Time For Semis?

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The author is a director at a small Boston-based software company where he oversees India operations across HR, finance, and business development. His broader professional background spans entrepreneurship, operations, and management across multiple industries. Earlier in his career, he was involved in building out a bottled beverages plant, reflecting a longstanding interest in business building, execution, and commercial strategy. He also holds a PhD in history and teaches part-time at a local college, bringing a research-driven and analytical perspective to both his professional and investing workHe has been investing in U.S. equities for nearly two decades, having started well before international access to U.S. markets became commonplace for Indian investors. Over time, he has developed a style that sits between value and growth. He is most interested in businesses where long-term earnings potential, competitive positioning, or strategic optionality are not yet fully reflected in the stock price. His work is grounded in valuation, but he also looks closely at business quality, management execution, industry structure, and the durability of growth.His primary sector focus is software, IT, and AI, including the growing application of AI across industries such as healthcare. He is especially interested in companies with scalable models, improving economics, and the ability to compound earnings over time. At the same time, his interests are not limited to technology. He also follows real estate-related opportunities, including REITs, and remains open to writing on other sectors where the investment case is compelling.On Seeking Alpha, he aims to write thoughtful, research-based articles that combine business analysis with valuation discipline. His goal is not simply to identify attractive stories but to assess whether the market is mispricing risk, growth, or long-term earnings power. He writes to share well-reasoned ideas with serious investors, refine his own thinking through public analysis, and contribute to a more disciplined discussion around investing. The author is associated with another Seeking Alpha analyst – Dr. Manimala M.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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(PHOTOS) American Pie Shannon Elizabeth Now Runs Wildlife Charity In South Africa, Shows Ageless Look Today

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Shannon Elizabeth

LOS ANGELES — Shannon Elizabeth, the actress who became a defining face of early 2000s pop culture through her role in “American Pie,” has traded Hollywood red carpets for wildlife conservation work in South Africa, where she has spent nearly a decade building a foundation dedicated to protecting endangered animals.

Elizabeth first rose to widespread fame with her role as Nadia, the foreign exchange student who becomes Jim Levenstein’s crush in the 1999 teen comedy “American Pie,” a performance that turned her into an instant sex symbol and cultural fixture of the era. She followed that breakout with a memorable role in the horror-comedy parody “Scary Movie,” a performance still referenced today as inspiration for Halloween costumes, and appeared in Enrique Iglesias’ music video for “Be with You,” cementing her status as one of the most recognizable young stars of the early 2000s. She later took on a role in the ensemble romantic comedy “Love Actually,” further broadening her filmography beyond teen comedy.

Since 2016, Elizabeth has largely stepped away from the entertainment industry after relocating to South Africa to launch the Shannon Elizabeth Foundation, an organization focused on wildlife conservation. The move predated a wider wave of celebrities who left Los Angeles for quieter lives abroad in the years following the COVID-19 pandemic, positioning Elizabeth as an early adopter of a lifestyle shift that has since become more common among entertainment figures.

Speaking to Fox News in April 2026 about her decision to relocate, Elizabeth described a growing sense that her work in Hollywood no longer felt as urgent as the conservation crisis she saw unfolding overseas. She said she came to feel that the entertainment work she had been doing “weren’t as important at the time,” explaining that she felt pulled toward being physically present for the issues she cared about rather than continuing to observe them from a distance. That realization, she said, ultimately led her to make the permanent move.

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The shift in priorities has also reshaped Elizabeth’s public image. Where she was once associated with the glossy, style-forward aesthetic of Y2K pop culture, recent photos show her embracing a more relaxed, outdoor-oriented look reflective of her conservation work. In one photo shared to social media in April 2026, Elizabeth appeared in an army-green coat alongside an animal companion, a departure from her earlier red carpet image, though she still incorporated a nostalgic butterfly hair clip reminiscent of the early 2000s style she helped popularize.

Elizabeth’s more recent social media activity suggests she has maintained an active travel and lifestyle presence even while based in South Africa. On July 17, 2026, she shared a selfie taken during a boat excursion in Mauritius, showing her en route to a private island resort. Describing the experience in her caption, Elizabeth wrote that “this place kept finding new ways to take my breath away.” In the photo, she appeared in a black dress featuring nude cutout panels and a ruffled trim, with her signature wavy, warm-brunette hair largely unchanged from the look that made her recognizable to audiences more than two decades ago.

That consistency in appearance has drawn attention from fans and entertainment outlets alike, with commentary noting that Elizabeth’s hairstyle has remained comparatively stable over the years compared with the dramatic transformations some of her contemporaries have undergone. Her continued public profile also traces back to earlier recognition of her looks, including a placement on Maxim’s Hot 100 list in 2008, a ranking that reflected her status as one of the era’s most prominent sex symbols at the peak of her mainstream visibility.

Elizabeth’s transition from teen comedy star to conservation advocate reflects a broader pattern among entertainment figures who have used their platforms to shift focus toward environmental and humanitarian causes later in their careers. Her foundation’s work in South Africa centers on protecting the region’s wildlife populations, an effort she has described as driven by a sense of urgency around threats facing endangered species and the communities that depend on that ecosystem.

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While Elizabeth has largely stepped back from a full-time acting career, her early filmography remains closely tied to her public identity, particularly her role in the “American Pie” franchise, which has continued to resonate with audiences through streaming rewatches and nostalgia-driven pop culture coverage in the years since its release. The franchise, which spawned multiple sequels and spinoffs, remains one of the most commercially successful teen comedy series of its era, and Elizabeth’s role as Nadia continues to be cited as one of its most memorable performances.

Elizabeth’s current life in South Africa stands in sharp contrast to the Hollywood-centered career that first made her famous, illustrating a broader shift many former stars of that era have made toward causes and lifestyles far removed from the entertainment industry that launched their careers. For Elizabeth, that shift appears to have brought a renewed sense of purpose, even as she continues to maintain visibility with fans through occasional glimpses of her travels and conservation work shared on social media.

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BOJ’s rate-hike path runs into Takaichi’s bond market problems

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BOJ’s rate-hike path runs into Takaichi’s bond market problems

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Advanced Info Service Public Company Limited 2026 Q2 – Results – Earnings Call Presentation (OTCMKTS:AVIFY) 2026-08-10

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

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Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team

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Mercer International Inc. 2026 Q2 – Results – Earnings Call Presentation (NASDAQ:MERC) 2026-08-10

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

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Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team

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P3 Health Partners Inc. (PIII) Q2 2026 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Operator

Good day, and welcome to the P3 Health Partners Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

I would now like to turn the conference over to Mr. William Hoover of Investor Relations. Please go ahead.

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William Hoover

Thank you, operator, and thank you for joining us today. Before we proceed with the call, I would like to remind everyone that certain statements made during this call are forward-looking statements under the U.S. federal securities law, including statements regarding our financial outlook and long-term targets. These forward-looking statements are only predictions and are based largely on our current expectations and projections about future events and financial trends that we believe may affect our business, financial condition and results of operations.

These statements are subject to risks and uncertainties that could cause actual results to differ materially from historical experience or present expectations. Additional information concerning factors that could cause actual results to differ from statements made on this call is contained in our periodic reports filed with the SEC. The forward-looking statements made during this call speak only as of the date hereof, and the company undertakes no obligation to update or revise these forward-looking statements.

We will refer to certain non-GAAP financial measures on this call, including adjusted operating expense, adjusted EBITDA, adjusted EBITDA per member per month, normalized adjusted EBITDA, medical margin, medical margin per member per month, and cash flow. These non-GAAP financial measures are in

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New school uniform rules won’t cut costs, Colne mum says

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Head-and-shoulders of Michaela Wilson who has long, straight blonde hair, blue eyes, red lipstick and has a pair of sunglasses on top of her head.

Michaela founded the community uniform and children’s clothing bank at Colne Market four years ago.

Families can visit, browse and take away items they need completely free of charge, without having to formally apply.

“It was just going to be a temporary thing over the summer, and four years later we’re still at it,” she said.

“At the end of term I get loads and loads of bags.

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“We’ve got a small space that we’ve been given by the local council, and we just hang it all up, nice and neat and tidy, and people are welcome to come and fill a bag with whatever they want. It’s all free.”

She said it is a “massive way of recycling”, describing how families “come down with one size, hang it up and take the next size along”.

“All that school uniform would end up in landfill otherwise,” she said.

She added that the stigma of using second-hand uniform is “definitely” lessening

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“Teenagers, even more than adults, have embraced the whole second-hand culture,” she said.

“We get teenagers coming and getting their own uniform.”

According to the Department for Education (DfE), external, the average total expenditure on school uniform, based on the items required in the school year 2023/24, was just under £250 – with PE kit cost approximately £140.

A DfE spokesperson said some families would save “up to £50 per child” when the new law comes into effect at the start of the new school year, adding the government is supporting schools to take further steps to bring down the cost of individual items.

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Councils to get more powers to stop vape and betting shops, PM announces

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A high street scene in which there is a yellow sign with "Vape Shop Open" in black text. The sign is next to a bin. Pedestrians are in the background and there are shops either side of the walkway.

New vape shops will require planning permission and councils will get more powers to stop betting shops, under government plans aimed at improving high streets.

Prime Minister Andy Burnham said town centres had been “hollowed out” by decades of decline and “for many people, the high streets they grew up with have become unrecognisable”.

BBC News has exposed organised crime on high streets across the country, revealing shops selling illegal cigarettes and vapes, selling cannabis and cocaine, enabling illegal working and suspected money-laundering.

The Conservatives and Reform said the proposals would lead to “more empty” shops, without tax relief for other small businesses.

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Burnham said the measures will give councils more power to control what businesses open in town centres.

The proposals come as the prime minister embarks on a tour of the UK, with Downing Street saying he will be in “listening mode” during his visits as he works on a “10-year plan to bring back hope”.

The plans announced by the government include:

  • Changes to planning law which would mean every new shop selling e-cigarettes, or vapes, would need to apply to their local council for permission to open (England only)

  • Tightening the definition of a vape shop to prevent businesses avoiding the rules by describing themselves as a general convenience store or retailer (England only)

  • Scrapping a rule known as “aim to permit”, which currently restricts councils’ ability to refuse new betting shops and 24-hour slot machine shops (Great Britain-wide)

  • Requiring planning permission for new adult gaming centres, which offer 24-hour access to gambling machines (England only)

  • New powers to extend closure orders for mini-marts and vape shops found to be selling illegal tobacco or up to twelve months, something previously proposed by former Prime Minister Sir Keir Starmer (England and Wales)

The National Crime Agency (NCA) estimates that at least £1bn of criminal cash is laundered through high street stores in the UK each year through businesses connected to the sale of fake goods, tax evasion, illegal working and illegal drug supply.

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Burnham said “the rise of vape shops, betting shops and rogue operators have replaced the shops, services, and community spaces that people are crying out for”.

He added: “That’s not on. I said we would improve Britain’s high streets, and that’s exactly what we are starting to do.

“We’re putting communities back in control and giving local people a real say over what opens on their high street.”

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Nvidia gets $500bn from major banks to develop AI data centres

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Nvidia CEO Jensen Huang standing in front of a screen with the company's name and logo, gesturing upward with his hands, wearing a black leather jacket over a black shirt.

Nvidia has teamed up with some of Wall Street’s largest banks to help raise $500bn (£370bn) in capital to develop artificial intelligence (AI) infrastructure.

The chipmaker said it had struck deals with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR, and that the banks were for the first time treating AI hardware and infrastructure, often referred to as “compute”, as a separate asset class.

“In AI, compute is revenue”, Jensen Huang, chief executive of Nvidia, said. “We are bringing the world’s leading long-term capital providers together to independently underwrite AI infrastructure.”

The financing will go towards Nvidia’s own projects and those being built by its partners.

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Infrastructure projects backed by this fund will include the construction of new data centres to house, operate, and cool miles of stacked computer chips that process AI data and actions.

This will also back new factories to manufacture the AI chips needed to power these systems.

“Compute has become a critical infrastructure asset”, Joe Bae and Scott Nuttall, co-cheif executives of KKR, said in a joint statement. “As we’ve scaled our approach to digital infrastructure, we’ve learned that delivery, not ambition, is the hard part.”

Essentially every major technology and AI company uses Nvidia’s computer chips, or graphics processing units (GPUs), to power their services, AI platforms and AI chatbots.

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Companies using Nvidia’s popular chips or GPUs include Google, Meta, Amazon, Microsoft, SpaceX, Tesla, OpenAI and Anthropic.

Such companies have collectively spent over $1 trillion, external in just three years on AI projects and infrastructure, with much more spending expected. And their demand for Nvidia’s chips and services has driven the stock market value of the company up five fold in three years.

In a statement on Monday, Huang referred to Nvidia’s role as a chip-maker as the company’s beginning.

“Today, we are helping create a new class of productive, investable infrastructure: AI factories,” he said.

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With a new ability to tap some funding from the banks partnering with Nvidia, such banks will be able to finance more of the AI boom.

Jim Zelter, president of Apollo, a lender which manages more than $800 million in assets, said: “Modern compute has emerged as a scarce, mission-critical asset class.”

It is also “positioned to drive significant long-term economic growth and productivity gains”, Zelter added.

BlackRock last month entered into an individual deal with Meta, external to finance and take a majority ownership stake in one data centre in Texas.

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Anthropic also recently entered into a deal with Macquarie Asset Management and GIC, an investment bank in Singapore, for its own build-out of AI infrastructure.

The company did not specify the size of the deal, but said more financing was needed as its popular chatbot Claude had become so popular that the “demand requires significant new compute”.

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Tantalus Systems: Q2 Wasn’t A Thesis Breaker, But I’m More Cautious (TSX:GRID:CA)

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American Electric Power: Strong Q4 Earnings Confirm Data Centers Are A Catalyst (AEP)

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My name is María Fernanda and I’m currently studying an MBA. My inspiration investors are Warren Buffett, Peter Lynch and Terry Smith, so I look for quality companies at a reasonable valuation. I believe that, in the long term, fundamentals are what drive the share price, so I look to predict what a business’s earnings per share will do.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GRID:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Wealthy Americans are surging in New Zealand golden visa applications

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Wealthy Americans are surging in New Zealand golden visa applications

Wealthy Americans are investing in New Zealand’s “golden visas” as they look to relocate to the South Pacific nation.

The Financial Times reported that over 700 wealthy foreigners have applied for New Zealand’s golden visa in the last 14 months – an increase from 115 in the prior three years – after the government eased the criteria for approval.

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Over one-third of the applications submitted since April 2025 were filed by Americans, according to the report. It also noted that Americans accounted for 277 of the applications, with many Californians expressing interest in the golden visa, which is formally known as the Active Investor Plus Visa.

The golden visa program requires applicants to make a minimum investment of $5 million New Zealand dollars over three years, with funds invested in local funds, companies or charities – though the philanthropic commitment is capped at 20% of the total investment.

PARADISE TRAVEL DESTINATION SEES ‘GOLDEN’ VISA BOOM, ROLLS OUT BRAND-NEW OFFERING

Auckland, New Zealand's skyline

New Zealand’s golden visa program is designed to attract foreign investment to cities like Auckland, with indefinite residential status on offer. (Fiona Goodall/Bloomberg via Getty Images)

An additional 127 applicants have sought a golden visa under a separate program which entails investing $10 million in New Zealand’s passive assets, like bonds, over a five-year period.

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Foreigners who receive a golden visa have the right to remain in New Zealand for an indefinite period of time, including the right to work in the country of over 5 million people.

The New Zealand government recently eased some of the other rules governing the golden visa programs, including removing an English language requirement and relaxing the amount of time required for recipients to spend in the country.

AMERICA’S ELITE LEAD BOOM OF ‘GOLDEN’ VISA APPLICATIONS TO VACATION DESTINATION

A view of Wellington, New Zealand

A cable car travels above the central business district in Wellington, New Zealand. (Mark Coote/Bloomberg via Getty Images)

It also reduced the minimum investment requirement from the original 2022 requirement of $15 million to either $5 million for the growth category and to $10 million for the “balanced” category, while the range of acceptable investments was also broadened for the balanced category to include bonds and property investments.

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Individuals who apply for golden visas in the growth category must spend at least 21 days in New Zealand over three years, after the government eased the requirements around the amount of time that must be spent in the country.

Under the balanced investment category, holders of the golden visa must spend at least 105 days in New Zealand over five years.

LUTNICK SAYS TRUMP WANTS ‘THE TOP OF THE TOP’ WITH NEW GOLD CARD VISA PROGRAM NOW ACCEPTING APPLICATIONS

A view of Queenstown, New Zealand

A view of Queenstown, New Zealand. (Varuth Pongsapipatt/SOPA Images/LightRocket via Getty Images / Getty Images)

However, that time-in-country requirement may be reduced by 14 days for each $1 million in New Zealand dollars invested in growth category investments up to a maximum reduction of 42 days – at which point the visa holder must spend 63 days in the country over five years.

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Investments made to reduce the time requirement would have to be proposed before the visa application is approved in principle.

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Fox News Digital’s Ashley J. DiMella contributed to this report.

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