The phrase sounds almost impossible: a short squeeze involving index funds. After all, index funds are designed to be passive, rules-based buyers, not active traders caught on the wrong side of a position. Yet that is exactly the scenario Animal Spirits hosts Michael Batnick and Ben Carlson laid out on Episode 467, “The Biggest Short ... SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.
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Utility deals rarely make investors lean forward. This one should. Xcel Energy (NASDAQ:XEL) just struck an electric service agreement with Google that rewrites who pays for the AI buildout, and it could become the template every hyperscaler and regulated utility copies for the next decade. The headline: residential and small-business customers in Minnesota are projected ... Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years
A rangebound trading period shortly after a stock’s debut can allow volatility to cool and offer investors a safer way to buy in.
Alphabet (NasdaqGS:GOOGL) has entered new multi year Google Cloud partnerships with Lovable, EQT, and IBM. The agreements focus on expanding access to Gemini AI models and Google Cloud infrastructure for hundreds of enterprises. The collaborations aim to extend AI adoption beyond hyperscaler data centers into enterprise software and private equity portfolios. Alphabet, trading at around $368.53, has seen very large gains of about 204% over the past 3 years and about 205.8% over the past 5...
Google ups the ante in the AI arms race.
As Congress debates new regulations around artificial intelligence and cryptocurrency, lawmakers' stock portfolios have surged in recent years toward investments in these sectors.
The growing influence of artificial intelligence-related companies is reshaping the U. S.
Investing.com -- Yardeni Research said growing evidence suggests the artificial intelligence boom is extending beyond major technology companies and into the broader U.S. economy, supporting hiring, business formation, and investment despite ongoing geopolitical and inflation risks.
Google's parent is raising tens of billions of dollars in stock to fund its AI spending -- and Warren Buffett's conglomerate wants in on it.
Wells Fargo’s updated framework highlights Reddit’s data as well-positioned for the shift toward AI inference and agentic applications.
In the last five years, Oracle (ORCL) stock has returned a notable $54 Bil back to its shareholders through cold, hard cash via dividends and buybacks. That is not a small feat for a company that has simultaneously been funding one of the more aggressive infrastructure build-outs in enterprise tech. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.
Bloomberg's Bailey Lipschultz breaks down a busy week in SpaceX news, as the aerospace company prepares for an IPO. SpaceX and Google entered into an agreement for cloud services where Google has agreed to pay SpaceX $920 million per month for computing, something Lipschultz says is indicative of the expansion of the scope of work SpaceX is looking to do.
(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. have finalized a $35 billion financing package for Anthropic PBC to expand its AI infrastructure, marking the latest mega-deal in the artificial intelligence race.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSpaceX Inks $30 Billion Computing Power Deal With GoogleTrump Says
Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Market Domination to preview Apple's (AAPL) Worldwide Developers Conference (WWDC), discussing what investors should watch for and what it will take for the event to be considered a success.
Microsoft is looking to become a more significant player in artificial intelligence.
SpaceX on Friday disclosed a new multiyear cloud-service agreement with Google that will generate roughly $920 million per month starting in October.
SpaceX on Friday signed a blockbuster cloud computing agreement under which Google will pay the Elon Musk-founded rocket company $920 million per month for access to a massive cluster of AI chips, according to a disclosure in its initial public offering filing.The deal resembles one struck with AI giant Anthropic, in which SpaceX leased compute capacity at its Colossus data centers in Memphis, Tennessee for $1.25 billion a month.
Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Market Domination to discuss Meta's (META) push to equity raise.
Google has agreed to rent data-center capacity from SpaceX, expanding the rocket company’s artificial-intelligence business ahead of its initial public offering. Google will pay SpaceX $920 million a month from October 2026 to June 2029 in a deal that includes the computing capacity of at least 110,000 Nvidia chips, according to a SpaceX securities filing on Friday. The deal will ramp up over summer, and Google has the right to cancel the agreement in October if SpaceX doesn’t provide the promised chips, SpaceX said.
Google (GOOG, GOOGL) has entered into an agreement with SpaceX to rent computing capacity from the rocket company to power its AI capabilities.
Xianming Liu, head of XPeng's General Intelligence Center, told Electrek that the company spends roughly RMB 300 million a month training AI models for autonomous driving.
FEATURE AI-related valuations might be a bubble. No one told Google parent Alphabet though. On Friday, SpaceX entered into a cloud service agreement with Google. The latter will pay $920 million a month for access to about 110,000 Nvidia GPUs.
Meta stock falls with company executives reportedly considering a stock sale to raise tens of billions of dollars for AI spending.