High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Nvidia has agreed to invest $5bn (£4bn) in a secretive artificial intelligence (AI) start-up founded by a former OpenAI executive who led a boardroom coup against Sam Altman.
Intel's revenue growth just reached levels not seen in more than a decade.
Can Chipotle return to meaningful growth?
We may still be in the early innings of the AI revolution, and these companies could be among the biggest winners.
The stock is still priced in a way that leaves very little room for error.
Is the recent IPO's honeymoon period finally over?
The loss ran through the accounting. The payout runs on cash.
One underappreciated capability could help Rocket Lab capture a much larger share of future space and defense missions.
The company's second quarter was mixed, with a beat on revenue but a wide miss on profitability.
Nvidia has signed leases worth up to $50 billion for a data center in Texas that Hut 8 is building, the Financial Times reported on Tuesday, citing five people familiar with the deal. Reuters could not immediately verify the report. (Reporting by Gnaneshwar Rajan in Bengaluru; Editing by Sonia Cheema)
The report couldn't be more timely.
Investors are growing uneasy with the semiconductor titan's financing deals with its customers.
Marvell trades at a premium valuation with higher growth, while UiPath offers a cheaper entry point with a lower growth profile.
Sweetgreen looks poised to pop.
SINGAPORE, July 28 (Reuters) - Asian markets fell on Tuesday led by chipmakers on unease about the massive funding demands of the AI boom, while a slide in oil prices did relatively little to lift
Reddit has impressed since its IPO two years ago. The stock could be in store for more gains.
Investor optimism was driven by AI optimism, a multibillion-dollar acquisition, and strong earnings execution.
(Bloomberg) -- Silicon Valley leaders, including Anthropic PBC Chief Executive Officer Dario Amodei and Nvidia Corp. CEO Jensen Huang, are warning against a broad government crackdown on open-weight artificial intelligence systems as a response to a breakthrough Chinese AI model that’s challenged US leadership in the technology.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offse
Markets are largely focused on pivotal earnings from major hyperscalers this week, including Amazon.com, Apple, Meta and Microsoft.
A telecommunications giant is expanding its use of quantum computing technology.
The artificial intelligence (AI) buildout has entered a new phase. Companies are no longer just buying chips in bulk. They now hunt land, power, and financing on a scale the tech industry rarely attempts. Nvidia (NVDA) sits at the center of that shift, and its next move could reshape how AI ...
Insurance companies are among the largest institutional investors, thanks to this unique feature of their business.
Jim Cramer says Washington's control of Ohio's power supply and deals from it make the US a quiet backstop for Nvidia.
Dan Niles says Apple's AI missteps saved it from a capex trap, but warns its valuation carries risk into earnings.
Shareholders have fared extremely well over the long haul. Will the next decade be good, too?
South Korean chip stocks slumped on Tuesday, with Samsung Electronics and SK Hynix falling as much as 9.5% and 10.9%, respectively, as investors dumped AI-related bets amid mounting concerns over financing risks tied to AI infrastructure spending and intensifying competition from China. SK Hynix's U.S.-listed shares had already slumped overnight, closing at $143.02, below their initial public offering price of $149. The benchmark KOSPI was trading down 7.3% as of 0032 GMT.
A deal with YouTube could be bigger than anything Sirius reports on July 30.
A 53-year-old with two decades of maxed-out 401(k) contributions thinks she built a diversified retirement. She may have accidentally built a concentrated AI bet instead, and the one safety net she overlooked could be worth far more than she realizes.
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