
Alibaba Group Holding Ltd. is rolling out what it calls China’s most powerful AI chip, an accelerator to compete with Nvidia Corp. and underpin a massive expansion of data center capacity in coming years.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Alibaba Group Holding Ltd. is rolling out what it calls China’s most powerful AI chip, an accelerator to compete with Nvidia Corp. and underpin a massive expansion of data center capacity in coming years.

Iambic Therapeutics, Inc., an AI drug discovery company backed by Nvidia Corp. (NASDAQ:NVDA) and the Qatar Investment Authority, filed for an initial public offering, according to an S-1 filing with the SEC on Monday. Plans to List on Nasdaq, Under Ticker ‘IAM’ Iambic said it plans to use the IPO proceeds, along with its existing cash, to continue advancing its three cancer drug candidates through clinical development, with any remaining funds going toward general operating costs. It will go pub

The market has faced no shortage of obstacles this year.

Interest rates are rising, but that might be a blessing in disguise for the stock market.

A single quarter-point rate hike just wiped out hundreds of billions in NVIDIA's market value, and the forces behind that move are only getting more entangled with the AI buildout's financing structure.

It's easy to forget that this stock-picking outfit also outright owns a bunch of reliably profitable businesses.

Nike's deep brand strength makes it the most durable of the three, but On's Mbappé deal shows the challenger is gaining ground.
Tech stock news for the week of Sept. 21.

Jim Cramer posted something about Oracle that tells investors more about the state of the AI trade.

There are some valuable lessons investors should learn before Anthropic goes public.

Westinghouse's IPO could unlock significant value for its owners.

Nvidia and Micron headline a Q3 earnings season marked by broad-based growth, with both companies expected to deliver major year-over-year gains.

Nscale, a cloud computing rival of CoreWeave and Nebius, has filed for an IPO. Nscale stock will trade on the NYSE.

Trump’s Federal Open Market Committee (FOMC) scoldings continue to fall on deaf ears.

You need an actual strategy to avoid falling behind.

A growing Silicon Valley divide takes a more personal turn

Investors can add the fast-growing AI lab to their portfolios indirectly by picking up shares of Zoom Communications.

The leading network airline is a very different business from what it was a decade ago, and it might be time for the market to rerate its stock.

Bond yields rose ahead of the Fed rate hike, and investors should be worried about Wall Street and Main Street.

The U.S. economy is strong, but a valuation problem looms over the stock market.

Trump's tariff obsession just got some new legislative teeth.

The Federal Reserve just raised interest rates for the first time in more than three years.

Until Anthropic goes public, investors won't have any great options to get exposure to the performance of its shares.

Investors are staring at a market triple-whammy.

Jim Cramer has plenty to say about stocks, but his latest comments on AMD took a notably different tone.

The Federal Open Market Committee (FOMC) just raised interest rates for the first time in three years.

The Anthropic IPO will be delayed until November, the WSJ reported. OpenAI forecast massive negative cash flow, the FT reported.

If you pay attention to history, the rate hike doesn't bode well for the markets.
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