High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Thousands of retail investors bought what they were told was pre-IPO SpaceX exposure, only to discover the shares beneath them had already been sold, stacked, or may never have existed at all. The lockup clock just started, and the reckoning is arriving in a falling market.
The winner has a key loyalty program differentiator.
Elon Musk says SpaceX is now "exclusive" to Nvidia's superior hardware.
SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.
<body><p>STORY: From to investor worries over SpaceX AI spend to Anthropic's hacking scare ...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SpaceX said it saw faster-than-expected returns from its AI spending in its first-ever earnings call as a public company.</p><p>But investors were still worried about how long its Starlink business can continue to bankroll costly investments in data centers and Nvidia chips, and shares dropped 12%.</p><p>Quarterly capital spending on AI climbed to $15.8 billion.</p><p>The company said the economics of its investments were quickly improving, but signaled AI spending would stay elevated.</p><p>Anthropic said some of its Claude AI models hacked into the systems of three companies during cybersecurity tests.</p><p>It came days after rival OpenAI revealed one of its AI agents also went on a rogue attack.</p><p>The new incidents were due to a mistake which accidentally gave Anthropic's models access to the open internet.</p><p>OpenAI's agent in contrast independently exploited a vulnerability to reach the internet during cyber testing.</p><p>Samsung posted a 250-fold jump in chip profit of $61.7 billion for the second quarter.</p><p>The world's biggest memory chipmaker also said it believes its chip shortage will run through to 2028.</p><p>But the bullish outlook didn't calm investor concerns on how AI infrastructure spending could curb growth for tech firms.</p><p>AI kept the U.S. economy growing even as overall expansion slowed down.</p><p>The so-called advance reading from the Commerce Department showed gross domestic product rose 1.5% - below economist forecasts.</p><p>But AI-related spending kept domestic demand high.</p><p>Business spending on equipment jumped more than 15%, generating a second straight quarter of double digit growth.</p></body>
Investing in the Invesco QQQ ETF could put you on the path to a $1 million portfolio, if you can ride out the volatility.
Oracle just sent out its latest dividend checks, and the gap between what its largest shareholder collected and what a serious retail investor pocketed reveals something striking about how the same stock can deliver radically different financial realities.
And he would know. At one point, following its public offering, 95% of Amazon's stock value was wiped out.
Broadcom stock looks like a screaming deal at these prices.
Memory and storage companies can't keep up with demand, but investors are starting to worry about what will happen in the next few years when that dynamic shifts.
The midstream MLP looks like a top dividend stock to own.
Palantir just delivered a monster earnings report.
SpaceX's early release-eligible insiders are free to sell up to 911.5 million shares starting today, Aug. 6.
Buying the dip may sound like a good move, but investors should consider these points.
Networking stocks like Astera and Arista could be the next big winners as the AI boom continues.
Investors may want to brace for turbulence. But these stocks should hold up well.
Commodities and real estate peformed well in July.
The latest tariff move wasn't about raising rates; it was about making them stick, and that could reshape which stocks win for years to come.
A modest silver lining for headline inflation is overshadowed by one of the central bank's favorite inflationary measures.
Nvidia's path to $1 million faces a critical growth limitation.
PLTR surged 29% over the past week, while NVDA climbed 15% and CAT gained 11%, outperforming the broader market.
Nvidia (NasdaqGS:NVDA) agreed an exclusive partnership with SpaceX for its Starmind satellite AI program, which will use Nvidia's Vera Rubin NVL72 rackscale system as its dedicated AI chip platform. SpaceX selected the Vera Rubin NVL72 system for upcoming Starmind satellites, positioning Nvidia's hardware as a reference point for aerospace focused AI compute. Separately, Nvidia backed Volta Infra entered a US$10b multi year AI cloud deal with Anthropic to roll out data centers in Europe...
Earnings are exploding, but the stock is priced as though the boom were nearly over. Is the market right?
It doesn't matter that Micron has almost tripled this year. It's still undervalued, especially right now.
After years of avoiding Amazon, I realized the business evolved in ways I hadn't fully appreciated.
Nearly three quarters' worth of new business landed in eight days. But the two contracts run on different clocks.
Talen Energy (NASDAQ:TLN) reported second-quarter adjusted EBITDA of $374 million and adjusted free cash flow of $212 million, citing contributions from recently acquired natural gas plants, higher PJM capacity pricing, increased generation volumes and the ramp of its AWS contract. For the first ha
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