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SpaceX bears have taken over, with good reason.

(Bloomberg) -- Uber Technologies Inc. issued a bookings outlook that just met analyst estimates and said fierce competition in the key Brazil market weighed on trips volume, compounding concerns from investors about the company’s ability to evolve in the robotaxi era.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPOBeer Dynasty Families

Traders and investment bankers are reigning supreme on Wall Street, at least if you’re judging by their bonuses. The outsize rewards for traders and investment bankers seem all but guaranteed, with big banks raking in bumper profits this year from volatile markets and huge stock offerings, including the stock-market debut of Elon Musk’s   SpaceX and Google parent Alphabet’s  $80 billion equity financing. “Banks are leading the way for the first time in a while,” said Alan Johnson, founder and managing director of Johnson Associates.

Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.

Tesla and Waymo were just put on notice, with Amazon's Zoox receiving federal approval for its driverless vehicles. It will begin charging for its service soon.

(Bloomberg) -- A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersS

Banks are planning to offload $15bn of debt tied to a Google-backed data centre in Texas that has been leased to Anthropic, as Wall Street lenders...

The new framework, completed in recent days, is seen as most likely to affect OpenAI, Anthropic and Google.

Moby summary of Chatham Lodging Trust's Q2 2026 earnings call

Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres ‌needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's ‌AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by ‌Reuters.

Apple may soon need to make up its mind about spending on AI. It resisted developing its own AI models, relying instead on OpenAI to fuel its AI strategy under a 2024 deal. Earlier this year, it abandoned OpenAI in favor of Google’s Gemini, which is set to power a revamped AI-infused version of its Siri digital assistant.

Free cash flow is negative while the cloud build runs, and that is the whole question for anyone weighing the stock today.

(Bloomberg) -- Blackstone Inc. has held early discussions with investors to gauge interest in a second mega debt package to finance Anthropic PBC’s use of chips from Alphabet Inc.’s Google.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advisi

Ford, BlackRock, and Google just pledged hundreds of millions to pull experienced tradespeople back into the workforce, and a 63-year-old electrician in Ohio is answering that call without realizing the bigger paychecks could trigger two separate federal penalties at once.

NEW DELHI/MUMBAI, Aug 4 (Reuters) - India has moved a step closer to reintroducing merchant fees on transactions made through its popular Unified Payments Interface (UPI) after proposed changes to the

(Bloomberg) -- The breakdown of Uber Technologies Inc.’s robotaxi partnership with Alphabet Inc.’s Waymo is looming large over the ride-hailing giant’s quarterly results, as investors grow anxious about the stock that has lagged the broader market this year. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders

SpaceX reports its inaugural quarterly numbers on Tuesday evening. A lot will be said about rocketry, AI, space, and even the future of human civilization. SpaceX is newly public and it just merged with Elon Musk’s AI company, xAI, in February.

SpaceX is due to release its first earnings report as a public company after the close today. Here’s what to look for in its second-quarter performance: Starlink growth: SpaceX’s satellite internet product is the company’s cash cow.

Meta's ad business is on fire, but on its latest earnings call, analysts kept probing the large, open-ended bill for its AI future, and management’s answers revealed the real risk.

Adeia (NASDAQ:ADEA) reported second-quarter 2026 revenue of $96.1 million and adjusted EBITDA of $56.4 million, producing an adjusted EBITDA margin of 59%. The intellectual-property licensing company said results were in line with its expectations and reiterated full-year revenue guidance of $395 mi

SpaceX is due to release its first earnings report as a public company Tuesday. Here’s what to look for in the company’s second-quarter performance: Starlink growth: SpaceX’s satellite internet product is the company’s cash cow.

Here's a look at the Magnificent Seven tech stocks, which are on quite a roll. The megacap stocks have added about $800 billion in market cap today alone, adding to about $1.1 trillion over the past two trading sessions, according to Dow Jones Market Data.

Alphabet was founded as Google in Menlo Park, California, in 1998, and its original name quickly became synonymous with the concept of the internet search engine. The company went public in 2004, and more than two decades later, it’s the third-largest company by market capitalization, with its ...

$500 billion That's the approximate amount of market cap lost by Apple since its four-session losing streak started Wednesday. The iPhone maker had just reclaimed its market-cap crown earlier in the week, but it has now slipped back to third among U.

Treasury yields (^FVX, ^TNX, ^TYX) have been soaring, putting pressure on the Federal Reserve. Yahoo Finance Senior Business Reporter Ines Ferré and Zacks Investment Management chief market strategist Brian Mulberry discuss the implications of higher bond yields.

(Bloomberg) -- Amazon.com Inc. surpassed $3 trillion in market value for the first time, becoming only the fifth company to ever reach the milestone.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackStocks Join Bonds Higher as US-Iran Hopes Sink Oil: Markets WrapThe e-commerce and cloud-computin

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.

Recent earnings reports by the so-called hyperscalers have driven expectations even higher for their collective AI spending plans. Goldman Sachs credit strategists estimate that approximately $400 billion in highly rated investment-grade bonds could be issued directly by hyperscalers globally in 2027. A group of investment-grade hyperscalers tracked by Barclays credit strategists includes Alphabet Amazon.com Meta Platforms Microsoft Oracle and SpaceX. The spread offered by these companies’ bonds over benchmark Treasurys has widened by almost a quarter percentage point over the past month through July 30, according to tracking by Barclays.

Wall Street just drove a harsh line through the artificial intelligence trade. Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL)added nearly $1.5 trillion in combined market value during earnings week, according to CNBC. Microsoft gained more than $600 billion, while Amazon and Alphabet each ...