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30,632 signal articles · 28 in last 24h · 155,721 total before filter · latest 2h ago
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IPO Fever Heats Up for OpenAI and Anthropic
Motley Fool34d agoneutral
IPO Fever Heats Up for OpenAI and Anthropic

Two companies –- OpenAI and Anthropic –- are driving the AI industry forward as everything from hyperscalers to neoclouds to memory stocks hangs on the demand for tokens.

Warsh to Make First Jackson Hole Speech as Fed Chair
Bloomberg35d agoneutral
Warsh to Make First Jackson Hole Speech as Fed Chair

Investors are looking for Kevin Warsh to clarify his views on how the US central bank should react to stubborn inflation when the Federal Reserve chair speaks on Friday at the annual gathering in Jackson Hole, Wyoming.

Nvidia customers notified about AI-related price hikes above 15%, Bloomberg News reports
Reuters35d agoneutral
Nvidia customers notified about AI-related price hikes above 15%, Bloomberg News reports

Some of Nvidia's largest customers have been told prices of servers ‌containing its AI chips will rise by ‌more than 15% in many cases with memory chip ​costs soaring, Bloomberg News reported on Saturday. The price hikes will go into effect on systems shipped early next year and will impact systems including ‌those with the ⁠flagship Vera Rubin and Grace Blackwell chips, the report added, citing people familiar ⁠with the process. The increases will depend on Nvidia's chip generation and memory configurations, they ​said.

Investing.com35d agoneutral
Will Apple’s risk appetite change under John Ternus?

Investing.com -- Apple Inc’s fiscal 2026 earnings-per-share estimate of $8.85 from BofA Securities sits slightly above the Bloomberg consensus average of $8.80 and the Visible Alpha consensus of $8.83, a narrow beat that the broker tied to an expected strong iPhone upgrade cycle driven by the need for the latest hardware to enable generative AI features.

Investing.com35d agoneutral
CTA equity positioning back to pre-Iran levels: BofA

Investing.com -- Systematic trend-following funds’ equity positioning has climbed back to levels last seen before the outbreak of the Iran conflict, with room to rise further if realized volatility continues to decline, BofA Securities said in a recent note.

U.S. Steel Stocks Nucor, Steel Dynamics: Big Winners As Canada Trade Talks Collapse?
Investor's Business Daily35d agoneutral
U.S. Steel Stocks Nucor, Steel Dynamics: Big Winners As Canada Trade Talks Collapse?

Nucor, Steel Dynamics, Cleveland-Cliffs and Century Aluminum could be winners from U.S.-Canada trade talks breaking down. Last week those stocks tumbled on the prospect of a Canada trade deal that would lower U.S. tariffs on steel and aluminum. New 50% tariffs on a $20 billion worth of Canadian goods, including liquor, electrical equipment and hockey gear, took effect on Saturday.

Investing.com35d agoneutral
Pentagon removes Stars and Stripes newspaper leadership

Investing.com -- The Pentagon has fired senior leaders at Stars and Stripes, the U.S. military newspaper, including its editor-in-chief and longtime publisher, Reuters reported Friday, citing statements and a source familiar with the matter.