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Cheaper alternatives are testing the limits of AI pricing power

A fund that invests in international companies that went public in the past few years is beating its U.S. counterpart. Japan’s Kioxia is a big reason why.

By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.

RGA Investment Advisors, an investment management company, has released its second-quarter 2026 investor letter. The letter can be downloaded here. The letter addresses the incorporation of AI into investment strategies and the dramatic changes in market dynamics that have emerged, specifically referencing the AI Bottleneck 40. This group of stocks is crucial to data center […]

The AI company could aim to raise as much as $100 billion in its offering, targeting a valuation of about $2 trillion

Accenture’s McCoy acquisition puts mid-market SAP focus in the spotlight Accenture (ACN) has completed the acquisition of Dutch SAP transformation partner McCoy, adding the business to Accenture Edge, its mid-market unit focused on SAP modernization and AI driven operational upgrades. This deal gives Accenture a deeper presence in the Netherlands mid market and broadens its SAP capabilities for clients looking to update core systems, improve data quality and explore AI enabled workflows. See...

A proposed freight rail merger could help birth a dramatic expansion of passenger rail service in the sprawling Atlanta metropolis, and benefit trucking, too. The post Rail mega-merger revives proposal for new, expanded Atlanta passenger services — and there’s a trucking angle appeared first on FreightWaves.

Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.

Shares of Generate Biomedicines Inc (NASDAQ:GENB) jumped more than 20% on Tuesday as investors positioned ahead of the expiration of the company's post-IPO lock-up period. The lock-up, which ends Wednesday, will free company insiders, early investors and major shareholders to sell shares...

The AI giant's management team isn't rushing to go public.

Critical Metals is surging nearly 20% while its rare earth peers sit flat or slide lower, and no company announcement explains the gap. One unverified catalyst keeps surfacing in trader circles, and it has nothing to do with the ground under Greenland.

A veteran investor openly admits he wants SpaceX shares but refuses to touch them, and his reasoning points to a risk most retail investors are completely overlooking before the stock even opens for trading.

$137 billion How much traditional IPOs in the U.S. have raised so far this year, according to Dealogic. A parade of offerings still the pipeline promise to make this a record year: Anthropic alone, which could debut as soon as September or October, is expected to raise up to $100 billion, according to people familiar with the matter.

Navitas Semiconductor Corp (NASDAQ:NVTS) shares rose in Tuesday premarket trading after the company announced a definitive agreement to acquire Claros, Inc. for up to approximately $232.8 million, expanding its AI data-center power portfolio. Navitas Expands AI Power Portfolio The acquisition would add Claros’ vertical power delivery, or VPD, and integrated voltage regulator, or IVR, technologies to Navitas’ GaN and high-voltage silicon carbide portfolio. Navitas said the combination would exten

The final weeks of summer are typically quiet on Wall Street. A wave of initial public offerings expected after Labor Day is bringing a burst of activity. Fund managers and analysts say their calendars are filling up with meetings with companies eager to test investor appetite.

President Donald Trump bought up to $50,000 in Space Exploration Technologies Corp (NASDAQ:SPCX) shares shortly after the Elon Musk-led company’s record IPO. Trump Bought SpaceX Shares After Record IPO Trump purchased between $15,001 and $50,000 worth of SpaceX shares on June 23, according to a financial disclosure signed Aug. 12 and released Saturday. The transaction was among more than 1,000 stock trades made by Trump in June. It also included sizable investments in Berkshire Hathaway (NYSE:BR

SpaceX's blockbuster listing cracked open the 2026 IPO window, and Anthropic and OpenAI are already circling the runway. One ETF positions investors across the entire cohort, but its five-year track record reveals a tension that could define the next rebalance.

This year, a parade of initial public offerings expected after Labor Day is making a lot of noise. The U.S. IPO market is already on track for a record year after SpaceX raised $86 billion in its June offering. Smart-ring maker Oura—whose fitness-tracking devices are favorites of the finance set—is now weighing a September or October offering after having filed its paperwork in May, people familiar with the matter said.

Lambda, an AI cloud-computing provider backed by Nvidia (NVDA), is in talks to raise as much as $3 b

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.

Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. Anthropic’s reported potential $2 trillion valuation would require investors to underwrite an extraordinary combination of growth and margin expansion, while also taking lessons...

We all knew it was coming. The expected valuation may surprise, though.

The president bought when the stock was in the mid-$150 range. SpaceX finished trading on Monday back at its IPO price of $135.

The chain might have to spend considerably more to produce the kind of sales growth it delivered in the past, Baird says.

Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.

The company said its back-to-school promotion drove record redemptions and has launched a new one with tennis player Taylor Fritz for the U.S. Open.

California's attorney general is demanding more "structural concessions" on Paramount Skydance's (PSKY) mega-merger with media competitor Warner Bros. Discovery (WBD). The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to talk about the debt weighing on this acquisition and what it could mean for Warner Bros. assets if regulators allow it to go through.

Archer Aviation stock has declined 37.0% over the past five years, yet current market multiples screen the shares as undervalued and the broader valuation checks only give a mixed signal. That split has put more focus on whether the recent price level near US$6.30 fairly reflects the risks and opportunities ahead. Over the past five years, Archer Aviation has fallen 37.0%, which means any case for undervaluation rests on expectations that conditions ahead will look meaningfully better than...

Chipotle downgraded, Darden upgraded: Wall Street's top analyst calls