SpaceX, OpenAI and Anthropic listings could reshape capital flows as new equity supply rises.
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I've watched plenty of companies chase a hot trend and spend their way into trouble. The story usually looks thrilling on the way up and painful on the way down. Oracle is the latest name testing that thesis. The software giant is pouring tens of billions of dollars into data centers to grab a ...
Stock market investors could be facing a specter they haven’t had to navigate since early April, when the bull market in tech caught fire and powered domestic indices out of their early year torpor and tensions between Washington and Tehran simmered into a fragile truce effort. The two-day surge in volatility follows a series of events that have tested the strength of the current tech market wave, pushed the Federal Reserve into a challenging position of moving toward rate hikes while defying President Donald Trump’s public call for easier policy, and unsettled investors hoping for an extended cease-fire agreement between the U.S. and Iran. “At the same time, growing expectations of Fed tightening have caught an investor base overweight equities and overweight emerging markets,” said ING’s Chris Turner, the bank’s global head of markets.
June 8 (Reuters) - S&P 500 and Nasdaq futures climbed on Monday, as chip stocks steadied after plunging to over two-week lows, though renewed strikes in the Middle East kept investors largely at bay.
Under the terms, payments will begin at a reduced rate, before reaching the full agreed monthly fee from October until June 2029.
For most of its time in the public markets, Reddit (RDDT) has been a story of artificial intelligence data. That story still holds. The company’s user-generated discussions have grown increasingly useful for AI developers seeking real-world conversations, queries, and opinions. But there's a second ...
Investing.com -- The 2026 FIFA World Cup, the largest in the tournament’s history with 48 teams, 104 matches and 16 host cities across the United States, Canada and Mexico, is expected to generate measurable but largely short-lived gains for a select group of U.S. companies, while media engagement may provide a more durable revenue opportunity than in-person attendance, according to analysts at Barclays.
Markets face a pivotal week marked by a significant structural shift away from richly valued AI and technology stocks toward lagging sectors, evident in Friday's steep Nasdaq and S&P 500 plunges that signal investor rotation and risk reassessment.
Earlier this year, Meta cut thousands of employees and told investors the reductions were necessary to fund its AI ambitions. The company redirected that payroll into infrastructure, researchers, and models designed to compete with OpenAI, Anthropic, and Google. Mark Zuckerberg called it the most ...
Plus, a DIY solar hack, a country fights teen brain rot with free ChatGPT and Apple’s plans for a Siri-led AI comeback.
Investing.com -- Tesla (NASDAQ: TSLA) is making progress in autonomous driving, but Waymo remains the clear leader in commercial robotaxi operations, according to a Barclays research note.
Cathie Wood, chief of Ark Investment Management, has actively traded tech stocks as investors search for the biggest beneficiaries of the AI boom. Wood just made one of her biggest trades of the year in the past week, snapping up roughly $99 million worth of shares in Google’s parent company, ...
Americans are losing more money to scams, and fraudsters are getting better at making their messages look and sound familiar. In 2025, the Federal Trade Commission received 3 million fraud reports from consumers, who reported $15.9 billion in losses. That was a sharp increase from the ...
(Bloomberg) -- Sriram Krishnan, a top White House adviser on artificial intelligence, is stepping down from the post.Most Read from BloombergTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX Inks $30 Billion Computing Power Deal With GoogleSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PA former Andreessen Horowitz partner, Krishnan was
Google has signed a $30 billion deal to lease computing power from SpaceX, paying $920 million per month through June 2029. The move came after SpaceX acquired xAI in February 2026, gaining massive data centres. The deal precedes SpaceX’s highly anticipated IPO next week.View on euronews
Alphabet offers a unique mix of AI-powered cloud growth, Waymo's robotaxi scale, and indirect exposure to SpaceX.
For decades, owning a newspaper looked like a losing bet. Print circulation fell, ad dollars fled to Google and Meta, and plenty of local titles folded for good. So when one of the most respected names in investing keeps pouring money into the sector, it's worth paying attention. That's exactly ...
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.
A rangebound trading period shortly after a stock’s debut can allow volatility to cool and offer investors a safer way to buy in.
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.
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
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.
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.
SpaceX said on Friday it has entered into a multi-year cloud service agreement with Alphabet's Google for access to compute capacity. As part of the deal, Google will pay SpaceX $920 million per month from October this year to June 2029, with capacity ramping up through September at a reduced fee, Elon Musk's space venture said in a U.S. SEC filing. The compute capacity provided includes about 110,000 Nvidia GPUS, CPUS, memory and other related components.
Investing.com -- Meta Platforms (NASDAQ:META) shares fell 7% on Friday after the Financial Times reported the company is considering a major equity raise to fund its artificial intelligence infrastructure.
U.S. President Donald Trump on Friday told reporters that his team is looking into the idea of AI companies giving the American public a stake in their firms, adding that he planned to host a meeting with AI executives as soon as next week. "There's something very interesting about it, where it almost becomes a partnership with the American public," he told reporters.