The Department of Veterans Affairs just handed the software giant a $1.6 billion vote of confidence in its AI agents.
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This falling ticker seems ripe for a bullish reversal, but things are still complicated for this recently IPO'd company's shares.
Walmart, Costco, and Home Depot each sit at a very different point on the risk and reward map right now, and consumer sentiment just printed deep inside recessionary territory. One of these retail giants stands out as the clear winner while two others demand patience.
The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.
Some people build the loudest thing in the world and never say a word in public about it. That silence is a choice. It usually holds right up until the moment the rules being drafted in someone else's building start to matter more than the product being built in yours. Jensen Huang has run Nvidia ...
July 27 () - Nvidia said on Monday it had formed a coalition with other companies to develop and share tools for AI safety and cybersecurity, days after the Hugging Face incident drew attention to the dangers of losing control of autonomous AI agents. The Open Secure AI Alliance, with founding members including Adobe, CrowdStrike, Hugging Face and Dell Technologies, follows a public letter, signed by a wide range of companies including OpenAI, which advocates for open-weight AI models.
(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re
A split Fed and an unclear interest rate policy path aren't good for stocks.
The planned investment could pave the way for a broader multibillion-dollar push into AI infrastructure in South Korea.
The multiple has come down while the growth rate has gone up. Wednesday decides whether that gap is an opportunity or a warning.
Both the futures market and the bond market expect multiple rate hikes by the end of this year.
Nvidia is in talks to provide a roughly $250 billion financing for OpenAI as part of a massive data center project, The Wall Street Journal reported on Sunday. The guarantees from Nvidia would help the ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, the newspaper said, citing people familiar with the matter. Nvidia, OpenAI and U.S. Commerce Department did not respond to requests for comment outside regular business hours.
Project would be one of the largest AI computing hubs and involve power controlled by the U.S. government.
The airline just posted the biggest quarter in its history and told investors it may lose money this year. Both are true.
South Korean President Lee Jae Myung flew to San Francisco on July 24 for a summit with the most powerful names in artificial intelligence. Jensen Huang was there. Sam Altman was there. The heads of Samsung, SK Group, Hyundai Motor and Naver flew in. By the end of the day, roughly $950 billion in ...
Citigroup stock dropped 7% post-earnings.
There's real uncertainty around what the Fed will do at the July meeting. Here's why it's probably best to not try to pick a side.
The market keeps marking the stock down. The analysts covering it keep saying it belongs somewhere much higher.
Jensen Huang has been one of the most prominent voices in technology for years, but he had never once posted on X (the former Twitter). On July 24, he did. What he chose to say with his first-ever post on the platform says a lot about the fight now underway over who controls the future of AI. Huang ...
The new head of the U.S. central bank continues to operate under the market's microscope.
There's more to Trumpflation than just higher energy prices.
The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...
Nvidia (NVDA) has spent the last three years as the loudest success story in the stock market. Its climb turned it into a household name well beyond Wall Street trading desks, and its chips have become shorthand for the entire artificial intelligence boom. This year looks different. The gains are ...
Ford reports Q2 earnings on July 28 carrying a combination of attributes rarely seen together in a major automaker, yet the market seems to be looking the other way. Here is what the bulls are watching heading into that report.
(Bloomberg) -- DeepSeek has told prospective investors in its second fundraising round that it’s suspending the deal for now, people familiar with the matter said, days after comments widely attributed to founder Liang Wenfeng about US-Chinese AI competition went viral.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysTrump Seethes as Iran War Spirals Anew With No End in SightApple Plans Overhaul of M
The market is currently pricing in an interest rate hike by the Fed later this year.
Will SpaceX be more like the big mega-IPO winners of the past or like the big losers?