Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
New data center agreement highlights India's growing role in the AI infrastructure race.
The excitement surrounding SpaceX’s IPO has reached a level rarely seen in modern markets. Investors have spent years waiting for a chance to own a piece of Elon Musk’s rocket giant, and demand has poured in from both Wall Street institutions and retail investors. According to Bloomberg, multiple institutional investors have submitted orders exceeding $10 ... SpaceX’s IPO is 4X Oversubscribed. There’s a Surprising Reason That Number Should Scare IPO Buyers
Investors should remember the Facebook IPO when considering buying SpaceX at launch.
It wasn’t all that long ago that smart glasses and VR headsets felt like something straight out of an episode of an episode “The Jetsons” or a science fiction novel, not something you could find on store shelves. Now, not only can you buy these wearable computers, but you can actually try them on ...
Snowflake delivered a blockbuster quarter, and SNOW stock is rallying higher. Here's why this data cloud giant is becoming one of the most compelling AI plays in the market right now.
Pinterest said on Thursday it would pay Amazon Web Services $4 billion for using its cloud services through 2031. (Reporting by Jaspreet Singh in Bengaluru)
History says SpaceX will be a very risky stock when it starts trading later this month.

Broadcom shares edged higher ahead of the company's earnings on Wednesday.
Analysts expect Broadcom’s revenue to grow at the highest pace in nine years, powered by custom chip deals with Meta and Google.
The biggest IPO in history could force investors to make room for SpaceX just as the stock market rally faces new pressure.
(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns
(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are working to bring additional investors into a roughly $36 billion debt financing deal to help Anthropic PBC build out its AI infrastructure. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pending Trump SignoffOura Ring 5 Is 40% Smalle
ARM stock is climbing to fresh highs after Jefferies argued Nvidia’s Vera CPU momentum could dramatically accelerate Arm’s long-term royalty growth in AI infrastructure.

Elon Musk's private space operator, SpaceX (SPAX.PVT), released its S-1 filing this week as it plans to go public via IPO in June. The Wall Street Journal has reported that AI developer OpenAI (OPAI.PVT) is preparing to file for its own mega-IPO. As investors anticipate this mega-IPO, should they be equally cautious as they are bullish on these companies ? Portfolio Wealth Advisors president and CIO Lee Munson, Yahoo Finance Markets and Data Editor Jared Blikre, and Senior Business Reporter Ines Ferré weigh in on the wave of upcoming IPOs.
Arm stock pushes higher as Bernstein initiates coverage with an “outperform” rating. Here’s why analyst David Dai sees ARM shares ripping higher from here as the year unfolds.
(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona
Investing.com -- Meta Platforms is set to begin laying off approximately 8,000 employees this week, representing about 10% of its workforce, according to a CNBC report Monday. The company also canceled plans to fill 6,000 open positions.
Advanced Micro Devices (AMD) has gained about 98% year to date, according to Yahoo Finance at the time of writing, Sunday morning, May 17. Meanwhile, the SPDR S&P 500 index (SPY) is up about 8.4% in the same period. The company has outpaced the S&P 500 by a huge margin. That is impressive, ...
(Bloomberg) -- Shares of chipmakers are increasingly dominating the S&P 500 Index, powering stocks to record highs while stirring concerns over the rally’s durability. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain Into More ChaosA selloff on Frida
For years, investors have watched private companies stay private longer while Wall Street’s biggest gains increasingly went to venture capital firms and institutional money managers. That’s part of why the upcoming IPO of SpaceX has generated so much excitement. Retail investors finally get a shot at owning one of the world’s most influential companies. And ... The SpaceX IPO Is Coming June 12. Here’s Why You Shouldn’t Rush In to Buy
NVIDIA (NASDAQ:NVDA) at $235.74 screens attractively under $250. President Trump’s China visit and growing signals that potential Fed Chair candidate Kevin Warsh will take a dovish stance toward AI investment reframe the two biggest overhangs on this stock: export controls and rate policy. Nvidia sits at the center of the AI buildout. Data Center revenue ... Buy Nvidia Under $250 on Trump’s China Visit and Warsh’s Dovish AI Signals
Investing.com -- Pershing Square disclosed a new position in Microsoft Corp (NASDAQ:MSFT) on Friday, with billionaire investor Bill Ackman citing the recent market volatility as an opportunity to acquire what he described as a dominant franchise at an attractive valuation.