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Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Anthropic could be public in a matter of weeks. Wall Street—and the world—are nowhere near prepared for what’s to come.

Morgan Stanley says the AI slowdown push changes nothing. It also banks almost every company doing the spending.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

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.

Anthropic's IPO is expected to take place this year, but you can get exposure to the stock well before its big day.

Morningstar's top markets editor is calling the upcoming Anthropic IPO the biggest in history, and two familiar stocks are already pricing in the outcome before a single share lists.

AI stocks show diverging fortunes in Q3, with Nvidia, Snowflake and Palantir gaining momentum while AMD, Ciena and Google lag.

Opti9 Technologies has recently expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business. This transaction enhances Opti9’s cloud services and geographic reach within Canada, allowing customers to access a more robust technology platform and an experienced team. The acquisition also includes a multi-year colocation agreement, enabling Opti9 to operate its cloud infrastructure at Hut 8's Canadian data centers, providing increased flexibility for...

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

SpaceX's post-IPO pullback comes as Starlink profits rise, AI revenues surge and Starship advances toward an orbital test.

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.

Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.

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.

Anthropic's (ANTH.PVT) IPO paperwork could be filed as soon as this month, potentially beating OpenAI (OPAI.PVT) to the punch. Yahoo Finance Technology Editor Dan Howley outlines what we know so far.

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.

SpaceX doesn’t waste any time developing rockets, launching satellites, or making big moves to build its AI business. The purchased company is essentially an AI software development tool. A user can tell Cursor to develop, say, a touch screen-based user interface.

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 […]