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T. Rowe Price Science & Technology Fund portfolio manager Tony Wang examines the back-and-forth activity appearing in semiconductor stocks, especially as the bar remains high for memory chip makers and SK Hynix's (000660.KS) US IPO listing is seven-times oversubscribed.
(Bloomberg) -- More money managers and dealers are about to get their hands on pieces of the largest private credit deal on record — when a chunk of a $35 billion financing package for Broadcom Inc. and Anthropic PBC’s AI infrastructure expansion begins trading.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches
The Federal Reserve’s first policy meeting under Chairman Kevin Warsh highlighted a big focus on artificial intelligence spending. Bond markets are listening. Minutes of the Fed’s June meeting, where interest rates were kept unchanged at between 3.5% and 3.75% but communication was sharply pared back under Warsh’s new leadership, suggested a hawkish stance among Fed governors, many of whom remained focused on inflation pressures in the world’s biggest economy.
By Aditya Kalra NEW DELHI, July 9 (Reuters) - Google has challenged an Indian court ruling that it infringed on a company's trademark rights by allowing rivals to use its name as an advertising
Baseball legend Tommy Lasorda, the former Los Angeles Dodgers manager who won two World Series, didn’t have much time for the idea of “pressure” in professional sports. Stock markets are different matter, however. The looming second-quarter earnings season—set against the pullback in big tech stocks, the resurgence of global geopolitical risks, and the specter of renewed inflation—has investors on edge.
Shares of the Chinese artificial-intelligence company rose sharply after it announced plans for a US$4 billion fundraising to support growth, despite pricing the new shares at a discount.
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
(Bloomberg) -- Luxury real estate brokerage Douglas Elliman Inc. is betting artificial intelligence can expand its business beyond buying and selling homes. Most Read from BloombergTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Greece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaUS Strikes Iran and Blocks Oil Sales in New Test of TruceChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthOn Wednesda
By Amanda Stephenson CALGARY, July 8 (Reuters) - Big Tech has joined the party at the Calgary Stampede, a sign of growing interest in Canada from U.S.-based hyperscalers as the province of Alberta
By Amanda Stephenson CALGARY, July 8 (Reuters) - Big Tech has joined the party at the Calgary Stampede, a sign of growing interest in Canada from U.S.-based hyperscalers as the province of Alberta
The cryptocurrency industry is starting to prepare for the threat of quantum computing as recent advances fuel concerns that the technology could soon be able to crack the cryptography that protects transactions and digital wallets. Quantum computers can solve complex mathematical problems much faster than today's sophisticated computers, and could be used to unscramble conventional methods for encrypting digital information. While the technology remains largely experimental, crypto industry concerns have grown since March research from Alphabet's Google, one of several tech giants pioneering the technology, suggested quantum computers may be able to break that cryptography sooner than previously expected, according to executives and analysts.
(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.
Time was, the future looked so bright for Meta Platforms that founder Mark Zuckerberg had to wear shades—AI-powered smart glasses, that is. In Zuckerberg’s words, 2023 wasn’t just Meta’s “year of efficiency” — it was actually the company’s best year ever. Shares surged 178% as the digital ...
(Bloomberg) -- Meta Platforms Inc. debuted a new image-generation artificial intelligence model, its first such release since the company spent billions to rebuild its AI lab under Chief AI Officer Alexandr Wang a year ago.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, Divest Five Studios in Majo
Shares of the veteran handset maker have surged roughly 90% this year as it pivots to become a heavyweight infrastructure supplier.
(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.
Wall Street expects another strong Alphabet earnings report as AI and Google Cloud continue to fuel growth
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.
(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
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.
By Tife Owolabi LAGOS, July 7 (Reuters) - Nigerian President Bola Tinubu has directed the country’s competition regulator to investigate major technology companies over alleged anti-competitive
Magnetic fusion start-up Proxima Fusion has raised €411 million ($469.69 million) from investors including Alphabet's Google and German utility RWE as part of a financing round, the Munich-based start-up said on Tuesday. • "Proxima's financing demonstrates that Europe can not only invent breakthrough technologies, but also build globally competitive companies around them," Francesco Sciortino, Proxima Fusion's chief executive, said in a statement • The round was led by XTX Ventures and East X Ventures, with RWE and Google as strategic investors, the company said • It added that the financing round brings Proxima Fusion's valuation to €2.4 billion ($2.7 billion) • German utility com...
Hans Ibarra, a founder building an AI-voice startup, has found himself on the receiving end of a big opportunity: Top artificial-intelligence companies such as OpenAI, Anthropic and others desperate to win his business are ramping up discounts. Across Silicon Valley, startup founders like Ibarra are enjoying a wave of computing credits and fielding competing offers from AI-model makers racing to land new enterprise customers. The offers from growing AI-sales armies at companies such as OpenAI and Anthropic are so rich that some early-stage startup founders say they won’t need to raise money as soon as they expected, and others have been able to play AI companies off one another.
On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
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.
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