High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Alibaba has unveiled its compact Qwen3.8-27B model, designed for local laptop deployment, intensifying the global competition with Meta for dominance in open-weight artificial intelligence.
Bill Ackman and Pershing Square Capital (NYSE:PS) have unveiled their portfolio for the second quarter, which includes several new stocks added. The quarter also included major changes to Ackman’s growing bets on the Magnificent Seven stocks. Bill Ackman Keeps Betting on Magnificent Seven Since 2023, the Pershing Square USA (NYSE:PSUS) investment portfolio, now publicly traded under the ticker PSUS, has been adding Magnificent Seven stocks to its investment ideas. This started with Alphabet Inc
A federal appeals court just stripped away the legal shield that social media platforms have relied on for decades, and Snap is absorbing the first blow with thousands of lawsuits now cleared to proceed against it.
Warren Buffett just made one of his boldest recent bets on a stock that has cooled significantly from its highs, and the reasoning behind that conviction points to a cloud and AI story that most investors may be undervaluing.
Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a major shift in AI investing logic or a costly bet on a stock already priced for perfection.
Meta Platforms (META) faces a new trial regarding social media addiction brought by 29 US attorneys general. Yahoo Finance Tech Editor Dan Howley comes on Opening Bid to discuss what he will be watching from the case that is starting this Tuesday, August 18.
Morning Brief host Julie Hyman breaks down what you need to know about the Wall Street Journal's report on Big Tech's off-balance sheet AI spending.
AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while the other carries a valuation that has already priced in two years of flawless execution.
Meta Platforms' (META) and BlackRock's (BLK) Sopaipilla data center campus in El Paso, Texas, is exp
Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, expects to launch four single-stock leveraged ETFs on Tuesday, August 18. AXTQ will complement Tradr's AXTX, which seeks 2X long exposure on AXTI, while COHQ will complement COHX, which seeks 2X long exposure to COHR.
Broadcom has quietly slipped while the rest of the AI chip complex surged, leaving it as the only major name trading at a steep discount to analyst consensus. The question now is whether that gap closes upward or the bears finally find their footing.
Opening arguments in a landmark youth-safety trial against Meta Platforms (NASDAQ:META) begin Tuesday, August 18, 2026, in federal court in Oakland before Judge Yvonne Gonzalez Rogers, capping a consolidated action brought by 29 state attorneys general originally filed in 2023. Meta said the states are seeking as much as $1.4 trillion in penalties, a demand ... Meta’s Lawyers Say A Loss Could Cost $1.4 Trillion. Trial That Could Determine The Future Of Zuckerberg’s AI Ambitions Is Underway.
Every bull market eventually asks investors to squint past a number they’d rather not look at. In 2000, it was cash burn rates at dot-coms with no revenue. In 2008, it was mortgage-backed securities nobody could quite value. Today, it’s the financing behind the AI buildout — and specifically, how much of it never shows ... Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
Tech stock coverage for the week of Aug. 17.
Musk's attack on advertisers strikes me as profoundly backwards. The industry shouldn't be intimidated about where it places its money. It should recognize the responsibility that comes with financing much of our digital information ecosystem.
Every time Broadcom slides, one investor hits buy without hesitation, and the reasoning behind that reflex goes deeper than a simple dip-buying instinct.
Groq has raised $350 million in funding at a $3.5 billion valuation, roughly half what it was worth nearly a year ago before Nvidia Corp. struck a licensing deal with the startup and hired away much of its talent.The financing, set to be announced Monday, was led by Dallas-based investment firm Disruptive. Nvidia is also set to invest in the round, according to a representative for Groq. Nvidia did not respond to a request for comment. Founded in 2016, Groq was among the companies developing the
Meta Platforms (NasdaqGS:META) is expanding the use of off-balance-sheet credit backstops to finance AI data centers through residual value guarantees, according to a new report. These structures keep certain liabilities off Meta's balance sheet while potentially exposing the company to future obligations if leveraged data center assets are exited or become unprofitable. Other large cloud providers are beginning to adopt similar financing approaches as AI chip demand drives data center...
Four state attorneys general are seeking up to $1.4 trillion in penalties and changes to how Meta operates its platforms
Asking for a Trend Host, Josh Lipton breaks down what investors should be on the lookout for the week of Monday, August 17, including opening arguments in the Meta (META) social media addiction trial, earnings from Walmart (WMT), Target (TGT), Lowe's (LOW), and Home Depot (HD).
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