News

Cisco is navigating a shortage that’s squeezing the whole AI infrastructure industry.

JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS) and Morgan Stanley (MS) are clashing

Lenders say artificial intelligence will help homeowners whose mortgages are ripe for refinancing secure a new, cheaper loan far faster. The result could also squeeze investors in the $9 trillion market for mortgage bonds.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.02% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.10%. E-mini S&P futures (ESU26 ) are down -0.03%, and September E-mini...

Morgan Stanley Investment Management’s Vishal Khanduja, a top-performing fixed-income investor, is scaling back bets against long-term US bonds, saying Treasury Secretary Scott Bessent is prepared to do “whatever it takes” to keep yields from rising.

Emerald AI, which develops software to help AI data centers reduce or shift power ‌usage when electricity grids are under stress, said ‌on Tuesday it had raised $150 million in a funding round that valued ​the company at $1.05 billion. Investor appetite for AI infrastructure startups has intensified over the past year as tech companies race to expand data center capacity, driving up valuations and accelerating funding ‌rounds for firms ⁠addressing bottlenecks such as power availability. • The company ​said it was transforming ‌AI data centers into flexible grid assets that dynamically adjust power consumption in response to grid conditions.

The Fed spent the past few years relearning the dangers of underestimating inflation. The challenge now is complexity and financial innovation.

The investment bank says market dynamics have shifted away from the disinflationary boom that ran from 1982 to 2020

A renewed spike in oil prices is the biggest risk facing US stocks, according to Morgan Stanley’s Michael Wilson, who recommended using energy shares to hedge portfolios.

Alibaba Group Holding Ltd. is seeking to raise about HK$80 billion ($10.2 billion) from a share sale, its latest move to compete for global leadership in artificial intelligence.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Anthropic PBC expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, as preparations for the artificial intelligence firm’s debut pick up speed.

Eagle Point Credit Management LLC is providing a roughly $1.3 billion private credit loan for a sprawling AI data center in Texas tied to Anthropic PBC, giving the investment firm a key role in one of the latest jumbo financings fueling the artificial intelligence boom.

Charles Schwab is looking to hire a director to lead the firm’s long-short SMA platform. Morgan Stanley has beefed up its UMA program to allow a wider variety of assets, including some private market funds. These are among the investment must reads for financial advisors this week.

The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.

Amazon spent years telling Wall Street that AWS could become a few hundred billion dollar revenue business. Then on its last earnings call, management revised that estimate up, significantly. The new figure was $1 trillion. Not as a stretch goal. As what they now believe is a real possibility. ...

The question pinged around Wall Street trading desks as they watched their rivals at Jane Street shatter record after record: Had they cracked the game, or were they playing a different one?

Fast-fashion retailer Shein Global Holdings Ltd. is targeting a valuation in the range of $26 billion to $27 billion in its initial public offering in Hong Kong, according to people familiar with the matter, a sharp drop from its peak value.

Alibaba Group Holding Ltd., Baidu Inc. and Kuaishou Technology are the next big names in tech that will have to address concerns over the mounting financial costs needed to sustain intense AI competition.

Morgan Stanley sees U. S. corporate earnings momentum spreading well beyond the largest technology companies, creating opportunities in quality stocks, artificial intelligence adopters, large-cap financials and consumer discretionary goods.

The spending is going up. The margins are going down. Free cash flow is negative. And a Wall Street analyst who covers one of the most closely watched stocks in the market just published a note saying the next quarter has to be different. The note comes from Morgan Stanley. The company it covers is ...

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.

Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shi

Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker’s biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom.

There is a number making the rounds on Wall Street right now that would have seemed disconnected from reality 12 months ago: a $600 price target for a company that went public at $135 in June and briefly fell below that listing price within weeks of trading. That kind of number does not get ...

Overweight maintained as the broker calls the margin ramp increasingly credible

The recent weakness in artificial intelligence high-flyers has investors rotating into the less glamorous corner of the market: financial stocks.

Wealth managers are cutting fees and hiring staff around Silicon Valley in a rush to win over workers at OpenAI and Anthropic before their initial...

Shein Global Holdings Ltd. plans to start taking investor orders for its long-awaited Hong Kong initial public offering as soon as Aug. 20 and debut in the city around Aug. 28, according to people familiar with the matter.

(Bloomberg) -- Intel Corp. is seeking to increase the amount it’s raising in a share sale to about $20 billion, according to people familiar with the matter, a third more than it was targeting when it announced the deal Monday morning.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling $56 Billio