Jobs shock sent Bitcoin above $65,000 and stocks surging
A surprisingly weak U.S. labor market report for July triggered broad risk appetite on August 7 — Bitcoin reached eight-month highs and equity indices rose sharply.
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NYU professor Scott Galloway warns that excessive AI investments and inflated valuations could trigger a stock market crash that sends AI stocks down 50–70 percent.
A surprisingly weak U.S. labor market report for July triggered broad risk appetite on August 7 — Bitcoin reached eight-month highs and equity indices rose sharply.
Several key indicators for the US stock market have now reached levels strongly reminiscent of the dot-com bubble in 1999 — and in some cases are even more extreme. Experts are divided on what it means.
Alex Karp, CEO of Palantir, launched a fierce attack on the pricing models of leading AI companies in a CNBC interview. The criticism could have major consequences for investors in AI stocks.
Leopold Aschenbrenner's AI fund Situational Awareness, which at its peak had returned over 1,000% since inception, lost two-thirds of its value in July 2026 and was forced into an emergency sale.
Berkshire Hathaway har akkumulert en historisk kontantreserve på 397 milliarder dollar. Nå spekulerer markedet i om ny toppsjef Greg Abel vil bruke pengene på storkjøp eller tilbakekjøp av egne aksjer.
The Financial Times declares that the 'Magnificent 7' label has run its course. Analysts warn that such market monikers can be more dangerous than they appear – and that new narratives are now taking over.
Asian equity markets are broadly lower following negative sentiment on Wall Street, rising oil prices, and geopolitical unrest. At the same time, demand for dollar-pegged stablecoins in the region is accelerating markedly.
The U.S. Federal Reserve left its benchmark interest rate unchanged for the fifth consecutive time. That keeps pressure on consumers – and sends important signals for giants Walmart, Costco, and Target.
Wall Street is under pressure on Tuesday as investors hold their breath ahead of the Federal Reserve's interest rate decision. New Fed Chair Kevin Warsh is adding to uncertainty across markets.
Nvidia is behind a lease agreement worth up to $50 billion for a massive data center in Texas – and may use the facility to provide capacity for its own cloud partners.
According to the Wall Street Journal, Nvidia is in negotiations to provide a financial guarantee of up to $250 billion for OpenAI's planned data center complex in Ohio — an amount equivalent to the chip giant's total assets.
After the US halted airstrikes against Iran, oil prices plunged more than 6 percent, while equity and crypto futures opened the week with clear gains.
The US stock market has triggered a technical sell signal, as investors eagerly await Apple's quarterly earnings, news from Iran, and this week's Federal Reserve rate meeting.
Technology stocks collapsed on Thursday as oil prices surged to $100 a barrel. Investors fled risk assets in one of the year's most severe market selloffs.
Apple has received the green light from Chinese authorities to use Alibaba's Qwen model in Apple Intelligence in China. The news sent BABA shares up nearly ten percent.
Nvidia's CEO predicts that global AI infrastructure spending could reach $4 trillion annually by 2030. The push is not only reshaping the tech industry, but also driving crypto miners to change course.
Warren Buffett believes speculative fever has reached historic heights. His preferred market indicator has now hit an all-time high — and Berkshire Hathaway is sitting on nearly $400 billion in cash.
Chinese tech stocks jumped sharply after Apple officially entered into AI partnerships with Alibaba and Baidu for the Chinese market – following final approval from Chinese regulators.
A consortium consisting of payments giant Stripe and private equity firm Advent International has reportedly submitted a joint bid for PayPal worth around $53.4 billion, according to Reuters.
Meta Platforms is setting a new record in AI infrastructure by more than doubling capacity at the Hyperion data center in Louisiana to 5 gigawatts – pushing the total investment past 50 billion dollars.
Meta is confronting a historic lawsuit seeking up to $1.4 trillion linked to the platforms' impact on young people's mental health — one of the largest penalty amounts ever proposed against a single company.
The Dow Jones, S&P 500, and Nasdaq fell on Tuesday after President Trump declared the ceasefire over, while oil prices surged sharply and risk aversion gripped the markets.
Asian equity markets showed diverging performance on Tuesday as a broad selloff in the semiconductor sector dragged down regional indices, while Hong Kong technology stocks bucked the trend and oil markets saw sharp price gains.
Nvidia's ambitious 'Kyber' rack, set to revolutionize AI data centers, has been pushed back to 2028 due to manufacturing issues. The delay could open doors for decentralized alternatives.
The market cap duel between Apple and Nvidia is intensifying. With just four percent separating the two giants, analysts are speculating whether Apple could reclaim the top spot as early as July 2026.
Historically, US equity markets have delivered strong returns during Trump presidencies – but analysts are now warning that a range of risk factors threaten to trigger a sharp market selloff in the second half of 2026.
Amazon Web Services is launching a dedicated engineering team backed by one billion dollars to help enterprises clear the final and most difficult hurdle in AI implementation.
Baidu's semiconductor unit Kunlunxin is reportedly planning a Hong Kong listing valued at $50 billion, according to The Information — amid a global race for AI processing power beyond Nvidia's reach.
The Nasdaq Composite rose more than two percent on Monday, snapping a five-day losing streak driven by gains in technology stocks as geopolitical tensions eased. Bitcoin, however, failed to follow suit.
GameStop and CEO Ryan Cohen are insisting on acquiring eBay for $56 billion – despite eBay's board having already rejected the bid as "unattractive."
A broad rotation out of technology stocks is pushing capital into the real estate sector. According to Seeking Alpha, the trend of increased interest in more defensive real assets continues.
Micron can only meet half to two-thirds of demand for HBM memory – and that single figure tells you everything you need to know about the bottleneck in the AI value chain.
Investor profile Dan Niles believes the AI trade is approaching a serious crossroads – and predicts that overvalued AI stocks could fall 30–50 percent in early 2027.
SpaceX has agreed to acquire the coding tool Cursor for $60 billion in an all-stock transaction. The deal sends SpaceX shares to new highs and marks a dramatic shift toward AI infrastructure.
SpaceX completed the world's largest IPO ever at $85.7 billion after the greenshoe option was exercised — and the listing sent shockwaves through the crypto market.
SpaceX made its Nasdaq debut on Thursday with a valuation of $1.75 trillion, while oil prices dropped on hopes of a Gulf peace deal. Markets rose despite a broader risk-off mood.
Elon Musk's space company SpaceX has completed the largest initial public offering in history, raising $75 billion on Nasdaq – nearly three times more than Saudi Aramco's record set in 2019.
The company behind ChatGPT has confidentially filed a listing application with the SEC and is targeting a public debut within the next twelve months — despite massive losses and an unusual corporate structure.
ChatGPT giant OpenAI has submitted confidential listing documents to the U.S. financial regulator SEC, in a move that could become one of the largest technology IPOs in history.