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Morgan Stanley says the AI slowdown push changes nothing. It also banks almost every company doing the spending.
The IPO could break records and send profits at Amazon and Alphabet soaring.
The deal values Glass Imaging, founded by two former Apple engineers, at more than triple its previous $100 million valuation
A viral Slack resignation note from an Anthropic safety researcher just handed the SEC a loaded question about the company's confidential IPO filing, and Chamath Palihapitiya thinks the answer could sink a $2.3 trillion deal before it ever prices.
Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.
Moonshot AI has confidentially filed for a Hong Kong IPO that could raise about $3 billion, Reuters reported Thursday, citing people familiar with the matter. The Kimi developer is also in talks with Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and...
(Updates with Google's response to a request for comment in the penultimate paragraph and the Justic
Duquesne Family Office's billionaire boss was a busy bee in the artificial intelligence (AI) arena during the second quarter.
Chris Malone’s exit adds to a string of senior departures as OpenAI reshuffles its infrastructure team and prepares for a potential IPO.
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may be the most important thing he said.
Ackman put new capital to work in the second quarter of the year.
FORT Robotics plans to go public through a business combination with Newbury Street II Acquisition (
Stripe has finalized an agreement to acquire OpenRouter for more than $7 billion, according to a Bloomberg report published August 16, 2026. The acquisition, which follows initial reports of talks by the Wall Street Journal in July, marks a significant consolidation in the artificial intelligence infrastructure market. While a Stripe spokesperson told TechCrunch that the […]
AI coding startup Cursor is now officially a part of SpaceX.
Two senior OpenAI executives announced their departures in the same week that the company reported staggering revenue growth, and the timing points to forces most headlines are missing entirely.
Greg Abel has been aggressive early in his tenure, suggesting he's ready to deploy more of Berkshire's cash hoard.
Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]
Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year.
SoundHound AI has built something rare in the voice-AI space: a platform that major automakers, restaurant chains, banks, and smart TV brands all depend on. Now, with shares down sharply and a transformative merger pending, several trillion-dollar companies have real reasons to consider writing a check.
Still known as Google at the time, the future Alphabet Inc announced a game-changing $1.65 billion acquisition for video platform YouTube on Oct. 9, 2006. The deal has transformed Alphabet and become one of the most profitable acquisitions of all...
Host Kenny Polcari, Hennion & Walsh CIO Kevin Mahn, and Neostellar Capital Corp Principal Willy Lee break down Apple's intellectual property lawsuit against OpenAI, how it exposes Apple's AI vulnerabilities, and why the legal battle could push the highly anticipated IPO to 2027.
SK hynix (SKHY) is considering acquiring Intel's (INTC) semiconductor campus in New Albany, Ohio, as
A Berkshire acquisition from 10 years ago gives the Oracle of Omaha's conglomerate exposure to the data center proliferation trend.