On CNBC’s Squawk Box on July 7, 2026, anchors dug into fresh Reuters reporting that the U.S. cyber defense agency is using Anthropic’s Mythos software to audit federal code for vulnerabilities foreign adversaries could exploit. The tool, per that reporting, has already flagged a meaningful number of bugs in government systems. For an industry that ... The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code
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(Bloomberg) -- After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapUS Strikes Iran and Blocks Oil Sales in New Test of TruceTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChina Sentences
Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft, Amazon and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.
The flood of new bonds to fund the artificial-intelligence build-out seems to finally be getting a little bit much for investors. The extra yield, or spread, investors demand to hold bonds backed by AI hyperscalers moved broadly higher on Tuesday as Amazon issued $25 billion of bonds, returning to the U.S. debt market just four months after it completed a $37 billion bond sale. The spread on Amazon’s 5.8% notes due in 2036 jumped to 0.7 percentage point from 0.63 percentage point on Monday, according to MarketAxess.
(Bloomberg) -- Private credit is poised to take on an even bigger role in financing the “massive amount of infrastructure investment” for artificial intelligence as companies look for capital to fund outsized expenditures, according to the head of BlackRock Inc.’s research arm.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosof
(Bloomberg) -- Amazon.com Inc.’s massive bond sale dragged down outstanding hyperscaler debt on Tuesday as investors sold existing securities to fund the new issue, signaling growing fatigue over the barrage of artificial intelligence financings.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Dive
July 7 (Reuters) - The world's largest technology companies are tapping debt markets and raising equity to bolster AI infrastructure, marking a shift for Silicon Valley firms that typically relied on
Another day, another massive bond sale from a company borrowing heavily to invest in artificial-intelligence infrastructure. Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds today, just four months after it issued $37 billion of bonds in the U.
Amazon.com is looking to raise at least $25 billion through a U.S. dollar bond sale, Bloomberg News reported on Tuesday, in the company's latest push to fund its hefty AI investments. Tech companies have been tapping debt markets and launching equity sales to fund their costly AI infrastructure build-out. Big Tech, including Amazon, Alphabet, Microsoft and Meta, are expected to spend more than $700 billion on AI this year.
Investing.com -- Amazon.com Inc (NASDAQ:AMZN) started an eight-part U.S. investment grade bond sale on Tuesday, aiming to raise at least $25 billion.
(Bloomberg) -- Amazon.com Inc. is looking to raise at least $25 billion from a US dollar bond sale, its latest funding push as the company ramps up investment in artificial intelligence infrastructure.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentences
(Bloomberg) -- For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentenc
(Bloomberg) -- When Michaels Cos. tapped a new CEO in early 2025, the company’s chairman, 25-year Apollo Global Management Inc. veteran Andrew Jhawar heralded the moment as “an exciting period of opportunity” for the retailer.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Mar
Big tech reining in its AI spending may be a tantalizing prospect for some. Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft Amazon com and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.
Amazon delivered a blowout first quarter in April, with net income nearly doubling and earnings per share crushing Wall Street forecasts by a wide margin, The Motley Fool reported. A closer look at the results reveals an unusual driver behind much of that outperformance, one that has nothing to do ...
Microsoft is cutting about 2.1% of its workforce, or roughly 4,800 jobs, the latest in a wave of tech layoffs as the Windows maker spends heavily on AI infrastructure and uses the technology to improve efficiency across its business. Big Tech's historic AI outlays, set to top $700 billion this year, are piling pressure on companies to show returns from the technology and offset the rising cost of rolling it out across their businesses. Microsoft announced the cuts on Monday following a rough stretch, with its shares falling nearly 23% in the first six months of 2026, their worst first-half performance since 2022.
Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market gains are broadening, with investors likely to turn toward AI "hyperscalers" as well as consumer discretionary, transport and biotechnology shares. In a note dated Monday, the brokerage said hyperscalers — an industry term for tech companies that are spending big on data centers — could benefit from a rotation away from semiconductor stocks as the AI cycle shifts. Although the likes of Alphabet and Amazon have committed billions to scale up their AI infrastructure, skyrocketing the share prices of semiconductor companies, clear evidence that AI products can generate returns that justify the spending is yet to be seen.
Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.
(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears
Comcast's Sky has agreed to buy the broadcast channels and streaming service of Britain's ITV for £1.6 billion ($2.13 billion), creating a British champion with the scale to compete with global players like Netflix, Amazon and Disney. Sky CEO Dana Strong said the deal, announced on Monday and confirming a recent Reuters story, was a "defining moment", one of the biggest in the history of British broadcasting. The combination of Britain's biggest free-to-air commercial broadcaster and the pay-TV company Sky would have been unthinkable just a few years ago, but the rise of YouTube and the streaming giants, has left traditional companies exposed.
(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly sales, a sign of sustained AI demand.Most Read from BloombergWhy the Great American State Fair Looks So EmptyOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionTankers U-Turn in Hormuz, With Some Taking Iran Route InsteadExxon to Change Name for First Time in Decades After RedomicileRe
The recent Big Tech correction is a healthy reset, not a market crash. Big Tech capex remains the S&P 500's core engine. With falling gas prices driving down headline CPI and an impending dovish Fed pivot, current market levels offer an ideal entry point for a new historic rally.
New Jersey will begin charging companies whose workers rely on Medicaid, as Democratic-led states look for new ways to fund the growing cost of public healthcare amid tightening federal rules, according to the Associated Press. Governor Mikie Sherrill (D-NJ) signed...
Businesses and governments are struggling to determine who will shoulder the costs of protecting critical infrastructure.
On June 12, Amazon engineers handed a report to the U.S. Commerce Department. Within hours, two of Anthropic's newest AI models went offline for every user on the planet. Nineteen days later, Anthropic got them back. The return of Claude Fable 5 to global availability on July 1 is the result of two ...
Synchrony provides card services to retailers, which can leave the company exposed to riskier consumers.
Investing.com -- Delivery speed is emerging as a key competitive advantage for retailers as AI-powered shopping assistants become more common, with Morgan Stanley’s latest analysis finding Walmart offers the strongest overall fulfillment model. At the same time, Amazon Now leads on raw delivery speed.
Anthropic has opened early talks with Samsung Electronics to manufacture a custom AI chip, according to a report from Bloomberg. The Claude developer has never built its own silicon before. It has relied entirely on chips rented from Amazon, Google, and Nvidia, and that dependence is now colliding ...