High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss how Meta's (META) new AI agent, Muse, could pose challenges to user trust and why being first may not be enough, as rivals like Apple (AAPL) and Google (GOOG) could prepare their own responses.
Verizon (NYSE:VZ) said it is investing $70 million in a nationwide initiative aimed at providing artificial intelligence training to job seekers, small businesses and educators in the United States. The telecommunications company is working with non-profit organisations including Goodwill Industries and aims to provide AI training to hundreds of thousands of people.
UK regulators want Google to give Android and Chrome users more choice over search engines and AI assistants.
It's been a rough run for Netflix stock.
ARK Invest poured about $25.1 million into Rocket Lab while selling roughly $5.8 million of Alphabet shares in its latest disclosed trades
D-Wave Quantum (QBTS) trades near $17.50, about 61% below the high it set inside the past year. Nothing in the market broke to do that. The S&P 500 returned close to 18% over the same twelve months. The stock has already fallen a shock-sized amount without a shock, which is what makes the next leg hard to size.
Move over Meta Platforms — SpaceX has a consumer AI agent, too. Bloomberg reported that SpaceX’s Grok Bot agent topped 400,000 weekly users a month after launch, citing a company presentation. SpaceX didn’t respond to a request for comment about the numbers.
Stock Market Today: The Dow Jones index falls Wednesday after the Nasdaq set new highs Tuesday. Micron and Sandisk drop in premarket trade.
These top-tier stocks still have enormous growth potential.
Meta launched Muse just over two weeks ago. It is already forcing the AI-agent market to answer a much bigger question than whose model scores highest on a benchmark. Meta Platforms, Inc. (NASDAQ:META) pushed Muse to the top of the U.S. iPhone free-app charts following its launch. Reports this weekend put first-week downloads near 900,000. […]
Alphabet's (GOOG) (GOOGL) Google is facing fresh proposals from the UK's Competition and Markets Aut
The AI boom relies on this key metric.
The Oracle of Omaha’s protégé is finding deals aplenty in one overseas market.
These quantum computing stocks can appeal to investors in ways that Palantir can't.
We heard the wealthy would move out of New York City, San Francisco and Los Angeles because of an unfriendly business climate, but did they actually?
President Donald Trump and China’s Xi Jinping are seeking stability as investors watch for progress on tariffs, trade deals, AI and Taiwan.
Sept 23 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.
In the past few weeks, Broadcom reported that it completed a multi-year share repurchase program totaling 41,000,000 shares for about US$10.93 billion, alongside launching a fixed-income exchange offer for its US$654.00 million 4.926% Notes due 2037. At the same time, management highlighted that AI semiconductors now generate more than half of Broadcom’s sales, supported by long-term commitments from hyperscale customers such as Anthropic, Alphabet, and Meta. We’ll now examine how Broadcom’s...
Alibaba Group Holding Ltd. is accelerating its data center expansion in Europe and the Middle East, propelling its 20-gigawatt global infrastructure buildout during China’s escalating competition in AI chips and models with the US.
Venture capitalist Chamath Palihapitiya warned that the rapid adoption of AI coding tools could push developers to focus on generating code faster rather than building better software and creating meaningful competitive advantages. AI Coding Risks On Sunday, Palihapitiya wrote on...
Alphabet has rewarded long term holders with a very large 3 year return, and with the stock around US$351 at the last close the live question is how well that price lines up with the cash the business is expected to generate. Alphabet has delivered a 175.8% return over the past 3 years, which puts real weight on whether that share price climb is fully backed by the cash flows the company can produce over time. Heavy spending on AI data centers, nuclear power deals in Finland and clean energy...
The company embraces nuclear as a way to power AI.
Anthropic is becoming a central driver of Broadcom’s AI growth story.
VGT promises tech exposure, but a classification rule buried in the index methodology quietly excludes three of the biggest names most investors assume they are buying. Knowing which ones changes how your whole portfolio actually fits together.
Google is testing whether its custom AI chips can become national infrastructure instead of remaining mostly a cloud advantage. A September 22 report from Seoul Economic Daily said Google met South Korean officials on September 9 to discuss supplying tensor processing units for the country’s sovereign-AI buildout. That puts Alphabet Inc. (NASDAQ:GOOGL) into a market […]
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