40 ARTICLES
Jensen Huang claims general artificial intelligence is already a reality. What investors are overlooking is that AI growth is now colliding with a physical power wall that could slow down the entire industry.
US stock futures fell Tuesday morning after the oil price broke through $100 a barrel and a hotter-than-expected PPI figure sharpened expectations of further rate hikes. Bitcoin fell below $77,000, while investors also await Oracle's quarterly figures.
Michael Burry has sold his December 2026 options on Nvidia and Palantir and is cutting risk across his entire portfolio. The 'Big Short' investor says he is happy sitting on cash.
Nvidia CEO Jensen Huang claims artificial general intelligence is now a reality after OpenAI launched its most powerful model ever — and notes that it was trained on Nvidia chips.
Just one day after Tesla launched its driverless Cybercab robotaxi in Austin, Texas, U.S. authorities have opened a formal investigation into whether the vehicle meets current safety standards.
Nvidia confirms the acquisition of AI platform Hugging Face for $12.93 billion — one of the largest tech deals of the year. The purchase sparks debate about the future of open AI development.
The S&P 500 is now the second most expensive stock market ever recorded by the CAPE ratio – a level last observed during the dot-com bubble. Historical patterns are raising concerns among analysts.
Thiel Macro reported zero U.S. equity positions for two consecutive quarters, before the fund suddenly reappeared with a $419 million portfolio – with nearly three-quarters allocated to energy and power companies.
Nvidia and Blackstone are pushing to let Wall Street lend money with AI chips as collateral – much like banks use homes as security. Financial experts are comparing the model to the 2007 crisis.
OpenAI has confidentially filed an IPO application with the SEC, targeting a market valuation of over one trillion dollars. The company is growing rapidly, but is still bleeding billions in red ink.
NVIDIA announced Monday that SpaceXAI will adopt the company's new Vera processors to accelerate next-generation agentic artificial intelligence — both on the ground and in orbit around Earth.
According to The Information, Nvidia is in negotiations to invest in AI search engine Perplexity at a valuation exceeding $30 billion.
Meta CEO Mark Zuckerberg this week published a 6,500-word AI manifesto defending Meta's aggressive and open AI strategy. Investors and security experts are reacting in starkly different ways.
Trump's "economic D-Day" rhetoric against Iran triggered sharp moves in the oil market on Thursday, as the Dow Jones fell while energy stocks and ETFs shot higher.
Broadcom has set an ambitious target of more than $100 billion in AI chip revenue by 2027, and Wall Street broadly agrees the company is on the right track.
The stock market's valuation is near historic peak levels according to a key indicator that has previously warned of bubbles. The last time the signal flashed this strongly, the dot-com bubble burst.
Nvidia is guaranteeing financing of up to $105 billion for a massive OpenAI data center in Ohio — and expects to sell chips worth around $200 billion in the project's first phase alone.
Uber CEO Dara Khosrowshahi is promising self-driving rides in 15 major cities by the end of 2026 — and sees autonomous vehicles as the key to eliminating the company's single biggest cost: human drivers.
Washington has sent a formal warning to Apple to avoid Chinese memory chips, according to the Wall Street Journal. The signal is the latest in an escalating technological decoupling between the US and China.
Reddit (RDDT) has been confirmed as a new member of the S&P 500 index effective August 18, 2026, triggering a 15 percent share price jump on Friday and forcing index funds to buy the stock.
Michael Burry, known from 'The Big Short,' has increased his short position in Nvidia and compares the company's massive financing initiative to the Enron scandal. Nvidia, for its part, dismisses the criticism and points out that independent asset managers bear the risk.
Investors expect AI company Anthropic to go public at a valuation exceeding $2 trillion in October – potentially making it the largest initial public offering in history.
Reddit is set for S&P 500 inclusion starting August 18, with shares jumping more than 8.5 percent in after-hours trading on Thursday. The company replaces AvalonBay Communities in the prestigious index.
Larry Fink, CEO of the world's largest asset manager BlackRock, warns against leaving savings in the bank — and outlines a radical alternative to the classic 60/40 portfolio.
Disappointing U.S. employment figures triggered a sharp repricing in the rates market, sending Korean and Japanese tech stocks sharply higher on Monday — though geopolitical tensions in the Middle East tempered gains in Japan.
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.
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.
