(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad
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The company that ends up defining a new gadget is rarely the one that ships it first. Being first means being early, and being early means paying to teach everyone else why they should care. Smart glasses have lived in that expensive waiting room for years. Meta (META) turned camera-equipped ...
Allbirds stock is up more than 50% on Wednesday as it continues its pivot from a sustainable sneaker business to an artificial intelligence company.
Allbirds stock is up more than 30% on Wednesday as it continues its pivot from a sustainable sneaker business to an artificial intelligence company.
The stunning rally in SpaceX shares is losing some steam. The stock was trading 6% lower this morning, after a staggering rally that propelled shares nearly 50% above its IPO price in less than three full days of trading. It may be that a frenetic wave of demand from individual investors is finally fizzling out.
(Bloomberg) -- A startup backed by former Google Chief Executive Officer Eric Schmidt unveiled an industrial robot powered by artificial intelligence, as investors pile into the emerging field of humanoids. Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealModi Warns of ‘Shortage of Trust’ Ahead o
SpaceX (NASDAQ:SPCX) shares continued their remarkable advance in premarket trading on Tuesday, building on strong gains from their first two sessions as a public company and pushing the aerospace group toward a market capitalization of nearly $3 trillion. The rocket and satellite operator completed the largest initial public offering in history last week, ending its first day of trading on Friday with a valuation of approximately $2.
Google's parent company made strategic investments in both innovative enterprises.
Market Catalysts host Julie Hyman sits down with Epistrophy Capital Research Chief Market Strategist and The Drill Down podcast host Cory Johnson to discuss the upcoming SpaceX (SPCX) IPO. Johnson breaks down the company's key business segments and weighs in on its valuation. Asked whether he agrees with the proposed $135 IPO price, Johnson expressed caution, saying, "Projections out to the future to get to today's price are really optimistic."
SpaceX and Google have a close relationship, and investing in Alphabet may be a safer and better alternative to buying the upcoming IPO.
Investing.com -- Mizuho said investor concerns about one key semiconductor name losing ground to competitors in the custom chip market are overblown and urged clients to buy the recent pullback, citing a massive potential opportunity from Google's accelerating TPU buildout.
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, ...
Alphabet offers a unique mix of AI-powered cloud growth, Waymo's robotaxi scale, and indirect exposure to SpaceX.
A rangebound trading period shortly after a stock’s debut can allow volatility to cool and offer investors a safer way to buy in.
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek’s Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March, ... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing
Investors have multiple ways to get indirect exposure to SpaceX, even before the IPO.
The semiconductor and software maker says semiconductor revenue from AI more than doubled to $10.8 billion in the quarter, boosted by increasing demand for custom AI accelerators and AI networking, Chief Executive Hock Tan said.

Broadcom shares edged higher ahead of the company's earnings on Wednesday.
Investing.com -- Alphabet Inc. (NASDAQ:GOOG, NASDAQ:GOOGL) announced a $84.75 billion capital raise to fund artificial intelligence infrastructure expansion as the company disclosed record growth across its Gemini platform and cloud services.
Analysts expect Broadcom’s revenue to grow at the highest pace in nine years, powered by custom chip deals with Meta and Google.
June 2 (Reuters) - Wall Street's main indexes opened lower on Tuesday after hitting a series of record highs, while blowout results from Hewlett Packard Enterprise and a funding commitment from
Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.
By Amanda Cooper LONDON, June 2 (Reuters) - Global stocks rallied on Tuesday, buoyed by fresh AI optimism after Anthropic moved towards a U.S. stock market listing, while oil prices and bond yields
Hewlett Packard Enterprise shares rallied nearly 29% in premarket trade on Tuesday, as investors cheered the AI server maker pulling forward its long-term financial targets by two years, buoyed by strong AI infrastructure demand. HPE, which competes with Dell Technologies and Super Micro Computer in enterprise servers, is seeing sustained demand as large enterprises bring forward purchases to avoid supply risks amid surging memory chip prices. Hyperscalers including Alphabet and Amazon are set to spend more than $700 billion on AI infrastructure this year, likely boosting demand for HPE's server and networking products.
The company says it has reached an agreement to sell $10 billion of stock to Berkshire Hathaway as part of the plan.
Hewlett Packard Enterprise posted record second-quarter results on Monday, prompting the company to accelerate its long-term financial goals by two years, as expansion of AI data centers boosts demand for its servers and networking products. HPE, which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy server and data center equipment to power AI applications such as ChatGPT amid a memory chip crunch. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would bolster demand for suppliers such as HPE.
(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
The market's had time to fully digest the news it didn't see coming early last month.
The company reported better-than-expected earnings but analysts are focused on the AI product pipeline.