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Investing.com -- Bond traders increased credit risk measures for Broadcom Inc. as the company provides financial support for large AI-related financing packages.
Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.
Some of Nvidia's largest customers have been told prices of servers containing its AI chips will rise by more than 15% in many cases with memory chip costs soaring, Bloomberg News reported on Saturday. The price hikes will go into effect on systems shipped early next year and will impact systems including those with the flagship Vera Rubin and Grace Blackwell chips, the report added, citing people familiar with the process. The increases will depend on Nvidia's chip generation and memory configurations, they said.
TikTok has reached a $400 million settlement with the U.S. Department of Justice, ending a 2024 lawsuit alleging the company violated federal children's privacy laws. The DOJ said Friday that TikTok will pay $300 million immediately and another $100 million after an order vacates an earlier consent decree against its predecessor company, Musical.ly. “This settlement is a major victory for American children and parents,” said U.S. Associate Attorney General Stanley E. Woodward Jr. in a statement.
Burry thinks Nvidia’s moat may face a tougher test
Companies are now fighting to push through their projects in the face of growing opposition.
An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.
The artificial-intelligence boom is sold to investors as one of the broadest technology shifts in decades. And a shockingly substantial part of the answer may lie with just two corporations, says Steve Eisman. The investor best known for betting against the U.S. housing market before the financial ...
IonQ, Quantinuum, and other notable names in the quantum sector have reported earnings, which broadly showed that traction continues to grow.
Alithya Group (TSE:ALYA) reported lower first-quarter revenue and profitability as longer client decision-making and project conversion cycles reduced utilization, while management said its pipeline of late-stage opportunities continued to build. Revenue for the quarter totaled CAD 105.1 million, d
Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies facilitating the AI boom. Demand looked relentless, and the market’s been pricing in plenty more ...
2026 has been a hard year to work in tech, even at companies posting record revenue. Salesforce trimmed its support division nearly in half earlier this year, then quietly cut more jobs in an AI-related shakeup in February. The justification each time is the same: Artificial intelligence made the ...
Find insight on Samsung Electronics, Life360, CoreWeave and more in the latest Market Talks covering technology, media and telecom.
Quantinuum (NASDAQ:QNT) reported second-quarter 2026 revenue of $8 million, up 279% from the prior-year period, in its first earnings call as a public company following its June initial public offering. Chief Executive Officer Raj Hazra said the company is pursuing leadership across quantum hardwar
Quantinuum reports higher-than-expected revenue and issues an upbeat annual outlook, though the stock barely budges.
Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.” The Big Short investor disclosed the trade on his Substack last week alongside a short on...
Quantinuum and Oracle on Tuesday announced a multi-year partnership aimed at bringing quantum computing capabilities to Oracle's cloud platform, as technology firms race to commercialize the nascent technology. Financial terms of the partnership and a deployment date were not disclosed. Here are some details: • Under the deal, Oracle Cloud Infrastructure customers will gain access to Quantinuum's Helios quantum computer through OCI's quantum service, allowing them to combine quantum computing with Oracle's graphics-processing and high-performance computing services.
Investing.com -- The Trump administration removed restrictions on TikTok use on federal government devices Monday after determining the social media app no longer presents a national security threat following the transfer of its US operations to American investors.
Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners of Wall Street.
(Bloomberg) -- Intel Corp. is seeking to increase the amount it’s raising in a share sale to about $20 billion, according to people familiar with the matter, a third more than it was targeting when it announced the deal Monday morning.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling $56 Billio
(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s
Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.
