40 ARTICLES
Nvidia CEO Jensen Huang reiterates that global AI infrastructure could cost $3,000–4,000 billion by 2030, and believes the company's insight into customers' buildout plans makes the stock attractive.
Technology stocks were hit hard on Thursday while U.S. Treasury yields fell sharply. Gold, silver and bitcoin all followed the downturn, while oil prices rose on Middle East unrest.
Meta announces an effective stock split through new non-voting shares and confirms a $9.9 billion provision related to lawsuits in the third quarter.
Nvidia has surpassed $5 trillion in market value, but an increasing number of analysts are questioning whether the hyperscalers' enormous AI investments can continue at the same pace. Here is the bull and bear case.
Australian data center operator NEXTDC slashed its FY27 guidance sharply after grid expansion work for its M3 Melbourne facility was halted due to local opposition. The stock fell as much as 44 percent, putting the spotlight on the power grid as a new bottleneck for AI buildout globally.
A leaked IPO draft shows Anthropic increased revenue nearly fifteen-fold in the first half of the year, while the company has committed to over $600 billion in computing agreements and is reporting a record accounting loss.
Financial Times reports that Nvidia is in early talks to buy or increase its stake in Reflection AI, a US developer of open AI models valued at $25 billion.
New Mexico's justice authorities are asking the court to order Meta to pay between $35 and $40 billion after a jury found the company guilty of more than 43 million violations of the state's consumer protection law.
Credit giants Apollo and Oaktree have taken French telecom owner Patrick Drahi to court personally, claiming he moved Optimum's most valuable cable-TV assets beyond creditors' reach in a "brazen" restructuring.
Shiller's CAPE ratio for the S&P 500 has reached its second-highest level in history, surpassed only by the peak during the dot-com bubble in 1999. History shows that such levels are rarely good news for stocks with low value growth and high dividends.
A jury in San Diego has ordered Apple to pay $5.72 billion to the small tech company Taction for patent infringement related to the Taptic Engine. The verdict is the largest patent damages award in American history.
Goldman Sachs is reportedly in advanced talks to acquire credit manager Palmer Square Capital Management, which oversees more than $37 billion, according to Bloomberg.
Nasdaq, S&P 500 and Dow turned upward Thursday after the Federal Reserve raised its policy rate by 25 basis points to 3.75–4.00 percent. Bitcoin held above $76,000, and the market reaction fits a recognizable pattern from previous rate meetings.
The Shiller CAPE ratio for the S&P 500 is approaching levels last seen during the dotcom bubble. History shows such readings have often preceded sharp corrections — and crypto tends to swing even harder than the stock market when that happens.
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.
