High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Most people don't think about Oracle the way they think about Nvidia or Broadcom. It doesn't have the same flashy artificial intelligence (AI) narrative. It started as a CIA database project in 1977. For decades, it was the unglamorous but indispensable backbone of enterprise computing. Then the ...
Apple (NASDAQ:AAPL), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic ... Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
SpaceX is hoping to raise $75 billion at a $1.77 trillion valuation.
These expensive plays on SpaceX's IPO aren't worth the risk.
Kevin Warsh was sworn in as the new Federal Reserve chairman on May 22, 2026, after months of tension between departing Fed chair Jerome Powell and President Donald Trump. Trump has long advocated for a reduction in interest rates to promote economic growth and provide relief to would-be homebuyers facing a difficult housing market and ... New Inflation Data Confirms the end of Kevin Warsh’s Honeymoon
A recent report from an investment firm suggests that SpaceX's Starlink could disrupt a $1.6 trillion market.
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
The Milan-based digital brand collector has launched its U.S. public debut, unveiling explosive subscription growth and heavy reliance on AI automation.
SpaceX and Google have a close relationship, and investing in Alphabet may be a safer and better alternative to buying the upcoming IPO.
MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts.
(Bloomberg) -- Taiwan authorities are considering much stricter export controls on AI chip sales to China to further align with US measures, according to people familiar with the matter, an effort to address semiconductor smuggling that risks drawing a rebuke from Beijing. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeOpenAI Joins a Massiv
The long-term success of this exchange-traded fund will depend on more than just SpaceX.
As SpaceX's IPO approaches, the company has been securing some very lucrative AI compute deals, but the timing and terms of those deals are adding concern.
Chipotle stock isn't the restaurant darling it once was, but patient investors may be able to extract long-term gains.
Jensen Huang was in Seoul on June 8, meeting South Korean business leaders, when the question about the selloff came. US tech shares had dropped Friday on concerns over a possible interest rate hike. South Korea's Kospi Index was tumbling that Monday morning as investors continued pulling back from ...
SpaceX is pricing its IPO at 95 times its 2025 sales, but that doesn't tell the full story.
SpaceX is about to make history with a potential $75 billion IPO -- but before you rush to buy shares, you need to understand what's really driving this $1.8 trillion valuation.
(Bloomberg) -- CoreWeave Inc.’s stock price has more than doubled since the AI data center operator’s March 2025 initial public offering. Over the same period, the company’s executives have unloaded more than $2.3 billion worth of their own holdings.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Congress, Is in Charge of
Investors should expect a fantastic fourth quarter.
There's a much larger lesson to be learned from this IPO and similar ones expected to happen.
Warsh and the Federal Open Market Committee (FOMC) can drive the dagger into Trump's hopes for a rate cut at the June 17 meeting.
The Federal Reserve not only sets monetary policy but also plays a major role in bank regulation.
An already interesting IPO story just became even more intriguing.
A single business segment accounts for most of SpaceX's growth potential.
Intel spent the second half of last week, between June 4 and 5, getting hammered alongside the rest of the chip sector. Then things changed on Monday, June 8. Shares of Intel (INTC) jumped about 13% to roughly $112 in early trading, one of the stock’s sharpest single-day moves of the year, after ...
A bipartisan pair of U.S. senators on Monday urged President Donald Trump's administration to tighten rules on chip contract manufacturers such as Taiwan Semiconductor Manufacturing Co to prevent them from making advanced AI chips for overseas subsidiaries of Chinese companies. This comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chips such as those made by Nvidia to subsidiaries of Chinese companies located outside China. The Bureau of Industry and Security (BIS), the arm of the U.S. Commerce Department that oversees export control laws, has clarified that sales to Chinese company subsidiaries in third countries such as Malaysia require a license.
This is important information if you plan to buy at the IPO.
Every company gets one shot to redefine what it is. Most never take it. The ones that do tend to look unrecognizable a few years later, and the market either rewards the reinvention or punishes the nerve. The artificial intelligence (AI) boom has turned raw computing power into the most valuable ...
A strong quarter and its first stock split as a public company weren't enough to satisfy a stock priced for perfection.
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