(Bloomberg) -- Nvidia Corp. said Anthropic PBC, OpenAI and SpaceX are among the first big users of its upcoming microprocessor, securing key customers for its latest attempt to expand an already extensive footprint in AI data centers.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air Base
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The $6 billion commitment sent Snowflake's shares soaring.
Blue Origin's New Glenn rocket exploded during a hot-fire test, and Elon Musk had some thoughts about it as SpaceX heads toward what could be the biggest IPO yet.
(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns
Jeff Bezos and Elon Musk both faced challenges this past week in the race to make their sci-fi dreams a reality.
With artificial intelligence winners and losers changing places so quickly, it isn’t just about where to invest, but also when.
(Bloomberg) -- The hunt is on for companies that could benefit from the tailwinds of an unprecedented wave of stock offerings in the US, and investors are increasingly honing in on the Asian supply chain.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns Zepbound to Drug
Every technology that mints a new fortune tends to make an enemy somewhere else. The railroads did it. The factory floor did it. Artificial intelligence (AI) is doing it now, and the backlash is showing up in places Wall Street doesn't usually watch. For two years, the only AI story most investors ...
Marvell (MRVL) stock closed the May 28 trading session up 3.09% at $204.03. The upbeat close followed the release of the first-quarter (Q1) fiscal year 2027 earnings report on May 27. The stock has rallied 141% year to date, as of Friday morning, May 29. Meanwhile, the SPDR S&P 500 index (SPY) ...
On a recent episode of The Pomp Podcast featuring guest Jordi Visser, host Anthony Pompliano surfaced a notable statement from Amazon (NASDAQ:AMZN) founder Jeff Bezos: the bottom 50% of Americans should pay no federal tax. Pompliano paired that proposal with a data point and a pivot. The data point: that bottom-half cohort currently contributes about ... Jeff Bezos Says Bottom 50% of Americans Should Pay No Tax. The Real Culprit Is Federal Spending
Blue Origin faces a months-long setback after the explosion of a rocket damaged its launch pad, company and industry sources said, scrambling schedules for Amazon satellite launches and bolstering SpaceX's dominance in the commercial launch market. The mishap, which occurred during a test fire of the engines for the New Glenn rocket's launch next week, comes at a critical time for Jeff Bezos' business empire. A Blue Origin booster called "No, It's Necessary" - a nod to a line from the film Interstellar - was wrecked in the incident on Thursday.
Alphabet is not a SpaceX proxy, but the size of its reported stake gives investors another reason to watch the stock.
Space stocks are splitting sharply this Friday morning after Blue Origin’s New Glenn rocket exploded during a hotfire test late Thursday at Cape Canaveral. AST SpaceMobile (NASDAQ:ASTS) stock is down 17% to $111, while Planet Labs (NYSE:PL) stock has dropped 8% to roughly $47.50 and Rocket Lab (NASDAQ:RKLB) stock has slipped 6% to $139. Virgin ... AST SpaceMobile Plunges 17%, Planet Labs Drops 8% on Blue Origin Explosion, While Virgin Galactic Surges 11%
All three major US stock indexes were up in late-morning trading Friday, as President Donald Trump s
Amazon (AMZN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
(Bloomberg) -- Summer events including the FIFA World Cup and America’s 250th anniversary could spur sales of sweet treats, making now a key time to snap up beaten-down shares of Hershey Co., according to the candy and snack maker’s newest Wall Street bull.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceSpaceX Said to Cut IPO Value Goal to at L
Shares of space companies are falling back to earth after a rocket being tested by Jeff Bezos’ Blue Origin exploded Thursday night. Blue Origin had been planning to use New Glenn to deploy commercial satellites for Amazon and other companies and to blast its own cargo lander to the moon. The fallout rippled across the industry, with companies that are tied to Blue Origin—and others that aren't—falling shortly after the opening bell.
New Texas DMV registration data reveals Tesla has just 42 autonomous vehicles in the state, versus 577 for Alphabet's Waymo
Jeff Bezos walked the factory floor at Blue Origin on May 20, 2026 and used a CNBC interview to propose zero federal income tax for any American earning $75,000 a year or less. He framed wealth inequality as a government efficiency problem, anchoring his argument around a single working person. “There’s this tale of two ... Jeff Bezos Wants to Eliminate Income Taxes for Half of America: Here’s His Plan
Prediction market traders are pricing a 78% chance that SpaceX closes its first day of trading above $2 trillion, a valuation that would rank it among the ten most valuable companies in the world, ahead of Saudi Aramco, Tesla, and Meta Platforms. Polymarket contracts also show a 15%...
Shares of Dell Technologies soared nearly 40% in premarket trading on Friday, after robust demand for its Nvidia-powered AI servers prompted the company to raise its annual revenue and profit forecasts. Dell has benefited significantly from data center investments by Alphabet and Amazon, as well as price increases and improved supply chain management. On Thursday, Dell raised its annual revenue forecast to $165 billion to $169 billion from $138 billion to $142 billion, and said it now expects AI server revenue of about $60 billion in fiscal 2027, up from $50 billion.
Stocks rose on reports that Iran and the U.S. had reached a preliminary deal. Meanwhile, Snowflake stock surged after the cloud-software company reported strong earnings and struck a $6 billion deal with Amazon.
While it seems like every retail investor on the planet is going to be fighting over SpaceX shares on initial public offering (IPO) day, I believe this is a classic wait-and-see. Further, aerospace suppliers might be a better way to profit from the SpaceX IPO craze than a direct investment in ...

<body><p>STORY: :: Dell</p><p>Dell shares rocketed higher in after-hours trade Thursday, jumping around 39%.</p><p>The surge came after the computer maker lifted revenue and profit expectations.</p><p>Dell says it is seeing soaring demand for AI-optimized servers used in data centers.</p><p>It’s benefiting as tech giants like Alphabet and Amazon plan to spend over $700 billion on AI-related infrastructure this year.</p><p>Dell now expects annual revenue of up to $169 billion - way up on the previous forecast of up to $142 billion.</p><p>AI server revenue is expected to hit $60 billion for fiscal 2027, $10 billion up on previous expectations.</p><p>The company has been adjusting prices constantly as strong global demand causes the cost of memory chips to soar.</p><p>:: Dell</p><p>On a call with analysts, Chief Operating Officer Jeff Clarke said he knew customers were feeling the pain.</p><p>But he said there was little sign of inflationary pressure easing.</p><p>One analyst told Reuters that Dell looked well placed to cope with the chip shortage, helped by its scale and strong relationships with suppliers.</p></body>
Australia's competition watchdog said on Friday that it has initiated legal action against Amazon's local unit, alleging breaches of product safety labelling laws related to children's backpacks. According to the Australian Competition and Consumer Commission (ACCC), the company is accused of supplying children's "Unicorn Toddler Backpacks" that were not compliant with mandatory safety standards for button batteries.
Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are powered by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ChatGPT, as they are equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such applications.
Anthropic has closed a $65 billion Series H round at a $965 billion post-money valuation, marking what could be the AI startup's final private fundraise before a highly anticipated IPO.