
Sector ETF report for ITB
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Sector ETF report for ITB
A new Texas data centre campus owned by Meta and BlackRock is on the hook for huge losses in the event of catastrophic events, creating credit...

Nvidia and six of the world's largest investment firms announced plans last week to channel more than $500 billion (€433bn) into AI infrastructure, an arrangement designed to let tech companies build data centres without loading the cost onto their own balance sheets.View on euronews

SpaceX is a popular stock, backed by some investing and corporate heavy hitters. The heaviest hitter of all, of course, is Elon Musk. It’s the first time public funds have disclosed SpaceX positions.

Michael Burry calls Nvidia's AI financing a "Wall Street stunt," so how will investors respond?
Investing.com -- Bitcoin traded above $63,000 on Sunday, up less than 0.1% over the past 24 hours, as Strategy (NASDAQ:MSTR) Chairman Michael Saylor argued in a post on X that the cryptocurrency should be understood as “digital monetary energy.”

Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.

After the National Bank of Canada, another major Canadian bank has revealed XRP holdings. The Bank of Montreal (NYSE: BMO) is a Canadian multinational investment bank and financial services company. It was founded in Montreal, Quebec, in 1817 as Montreal Bank. With 209 years of history, the ...

BlackRock's Rick Rieder says the latest CPI report gave markets reason to celebrate, but inflation remains above the Fed's 2% target. He argues the economy is now "in the ballpark" and that raising overnight rates may not be the most effective way to bring inflation lower. The bigger issue for markets may be the long end of the yield curve, where fiscal deficits, heavy treasury issuance and AI-related financing push real rates higher.

Conventional wisdom could capsize your retirement.

"In AI, compute is revenue." The whole credit structure announced Monday stands on that sentence -- and on what a repossessed chip is worth.

BlackRock (NYSE:BLK) signed a new Memorandum of Understanding with North America's Building Trades Unions and the AI Infrastructure Partnership to support AI and energy infrastructure projects. The agreement centers on workforce development programs for union labor tied to data centers, grid upgrades, and related projects across North America. The collaboration aims to align long term AI infrastructure investment with training, safety standards, and supply chain planning for large scale...

Why Nvidia wants Wall Street to treat AI as more than just technology infrastructure
Data-center guarantees could matter if AI economics weaken.

Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.
A new funding model could reshape the AI buildout

Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp.

Major US banks Morgan Stanley (NYSE: $MS) and JPMorgan (NYSE: $JPM) increased their holdings of cryptoinvestment pr...

BlackRock (BLK) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

LONDON, Aug 14 (Reuters) - Nvidia's colossal financing deal for AI infrastructure buildouts is the talk of private markets this week.

Here is how American Healthcare REIT (AHR) and BlackRock (BLK) have performed compared to their sector so far this year.
The standards target projects seeking interconnection within ERCOT, while Meta’s 1-GW campus will be served by El Paso Electric. Existing tax incentives and road funding remain in effect.

The next technology wave will produce a barbell: scaled platforms at one end, focused operators renting their capabilities at the other.

With its massive scale and focus on high-margin products, BlackRock stands out as a top financial stock for long-term investors right now.
Bitcoin is hovering near $63,000, with CryptoQuant data showing spot demand weakening while futures demand remains positive. The gap raises the risk that recent BTC ...

Securitize (NYSE:SECZ) reported second-quarter 2026 revenue of $14.4 million, down 5% from a year earlier, as lower tokenization revenue offset continued growth in asset-servicing revenue. The company, which recently became publicly traded, also reduced its full-year revenue outlook to $70 million t
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