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(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.

Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint Research warned — a finding that casts doubt on whether a proposed U.S. import ban can be executed without damaging the AI infrastructure buildout it is meant to protect.

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

Nvidia dominates the AI accelerator market, but Alphabet just became a more serious threat.

Burry’s trades come just as Big Tech delivered a robust set of quarterly earnings.

SanDisk stock jumped 10% after a new AI memory milestone with SK Hynix, just ahead of its fiscal Q4 earnings report.

Tech investors hoping that a wave of AI spending will moderate in 2027 are likely to be disappointed.

Every dollar hyperscalers spend building alternatives to Nvidia has to go somewhere, and one company keeps collecting it across custom silicon, switch fabric, and AI networking without most investors noticing.

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...

SpaceX is ramping up spending, and that could mean big things for Micron.

Dynatrace (NYSE:DT) announced new autonomous agents, a no-code agent builder, and more integrations within its Dynatrace Intelligence platform. Gremlin Inc. introduced a native resilience testing app that now runs directly inside the Dynatrace platform. Chandu Thota, a senior engineering executive from Google, was appointed to the Dynatrace Board of Directors. Dynatrace sits at the intersection of observability, application performance, and security for large enterprises. The latest...

Alphabet’s stock is down double digits after it reported negative free cash flow in the second quarter. What does that mean for big tech, neoclouds, and the entire supply chain?

About 12% a year for six years gets it done. The hard part is a $200 billion spending program.

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

SpaceX CEO Elon Musk said on Tuesday evening that SpaceX expects to generate $1 trillion in sales by 2030, up from prior projections of 2031. Second quarter sales were $7.8 billion. Currently, Wall Street projects $320 billion in revenue for 2030 for Elon Musk's rocket and AI company.

SpaceX's (SPCX) second-quarter loss narrowed as revenue surged past Wall Street's expectations, driv

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

Alphabet (GOOGL) is back in the legal spotlight after Teads Holding Co. filed a lawsuit in New York accusing Google of exclusionary ad tech practices that restricted competition and revenue opportunities for independent advertising platforms. See our latest analysis for Alphabet. Alphabet’s share price has moved sharply in recent sessions, with a 1-day share price return of 4.88% and a 7-day share price return of 11.93% after recent earnings, AI investment updates, and renewed legal scrutiny...

SpaceX plans to have annual recurring revenue of about $100 billion by the end of 2026, CFO Bret Johnsen said on Tuesday evening. All of the numbers associated with SpaceX are large. SpaceX raised roughly $110 billion in recent weeks, from its record-setting IPO and debt sale.

Arista Networks stock soared Tuesday after the network infrastructure company reported better-than-expected second-quarter earnings. The results provided further evidence that demand for artificial-intelligence services is accelerating, with hardware suppliers like Arista among the main beneficiaries. Arista reported adjusted earnings of $1.02 a share for the second quarter, up from 73 cents last year and above analysts’ call for 89 cents, per FactSet.

Independent ownership of Chrome "would open the distribution channel Google controls and allow Chrome to serve browser users when it makes privacy decisions," Public Knowledge says in a friend-of-the-court brief filed with the D.C. Circuit Court of Appeals.

SpaceX doubled its revenue compared to last year, according to its first quarterly earnings since going public in June.

On Friday, Alphabet Inc.’s Google said that it was temporarily disabling its AI image generator after users shared AI-generated images that appeared to violate the company’s policies. Google Earth AI Feature Put on Hold The tool, powered by Google’s Nano...

Amazon's cloud business is growing at a historic pace, but its plan to spend a fortune on new data centers was the only thing analysts wanted to talk about.

Debt markets are raising harder questions about Oracle's AI strategy

The technology giant is returning an unusual amount of cash to shareholders, but the market sees a crack in the machine. Here's what's really going on.