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Bronte Capital, an investment management company, released its “Amalthea Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund posted a 6.49% net return in June, bringing the quarterly returns to 5.12%, compared to 3.17% and 14.48% for the globally diverse MSCI ACWI in ($A), respectively. The outperformance in June […]
Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound and Foundayo will be available at a cost of $50 a month.
Amazon just hiked its capex target past $220 billion with demand still exploding, and investors are caught between fear of runaway spending and the possibility that Andy Jassy is executing the same playbook that built AWS into a juggernaut.
The better investment between Amazon and Alibaba depends on your risk tolerance.
Optical networking startup Lumilens said on Thursday it was valued at $5.51 billion in its latest funding round, as surging investment in AI data centers fuels demand for high-speed connectivity technologies. The San Jose, California-based company designs and manufactures optical and networking products that help data centers move data faster while using less power. It raised more than $700 million in the Series C funding round co-led by Atreides Management, Bain Capital Ventures, Meritech, Seligman Ventures and Spark Capital, bringing its total funding to more than $900 million.
Reddit sits at the intersection of AI training data, social commerce, and authentic human conversation, making it one of the most strategically valuable assets on the internet right now. But super-voting insiders hold the real power, and the list of buyers capable of clearing that bar is shorter than you might expect.
Alphabet is looking to raise as much as $25 billion from its latest U.S. bond offering, Bloomberg News reported on Thursday citing people familiar with the matter, weeks after the tech giant's 2026 capital spending outlook triggered a selloff. Alphabet did not immediately respond to a Reuters request for comment. Alphabet late in July raised its annual capital expenditure forecast for the second time this year, fanning fears over the pace of returns on its AI investments, especially as concerns mount over delays to its flagship AI model.
Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings date.
(Bloomberg) -- Alphabet Inc. has started marketing a US investment-grade bond offering, testing investor appetite soon after its raised 2026 spending forecast helped trigger a selloff in AI-related debt.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksSpaceX’s AI Splurge Puts a Damper on F
AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same volatility becomes a weapon. The question is whether the current entry point captures the upside before the next catalyst or hands you a painful lesson in timing.
Elon Musk offered Blue Origin support after the Jeff Bezos-owned company traced New Glenn’s May 28 launchpad explosion to the main oxygen valve on one of the rocket’s seven BE-4 engines. Musk Backs Blue Origin’s Flight Recovery "Hope you get...
It’s been 23 weeks since the U.S. began strikes on Iran, and we’re still in the midst of what feels like the hundredth attempt at peace talks. President Donald Trump said this week that a deal to reopen the Strait of Hormuz was close, but warned that strikes could resume if talks fall apart. This week I’m diving into El Niño, and how the sheer strength of this year’s weather event means that its effects will extend well beyond agriculture profit margins—it will hurt global central banks’ efforts to curb inflation.
Amazon just boosted its capital expenditure forecast due to soaring memory chip prices.
And he would know. At one point, following its public offering, 95% of Amazon's stock value was wiped out.
Memory and storage companies can't keep up with demand, but investors are starting to worry about what will happen in the next few years when that dynamic shifts.
Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as
After years of avoiding Amazon, I realized the business evolved in ways I hadn't fully appreciated.
A resilient consumer and product “newness” are driving up retail stocks. Dana Telsey, founder of Telsey Advisory Group, shares her favorite names.
“This is like the best of all worlds for retirees,” says one investment specialist. Thank rising yields on bonds and strong stock performance.
Pattern Group (NASDAQ:PTRN) reported record second-quarter results, with revenue rising 47% year over year to $877 million and adjusted EBITDA increasing 54% to $54 million. Chief Executive Officer Dave Wright said the company’s adjusted EBITDA growth exceeded revenue growth for the fourth consecuti
Amazon and Apple are two top stocks whose prices are on a tear.
The Dow Jones Industrial Average weathered a slide in a handful of key stocks on Wednesday to notch its third closing high in a row. The Nasdaq Composite dropped 0.8%. While the S&P pulled back from its previous closing high, the Dow marked its 24th of the year and third in as many days.
911.5 million shares held by SpaceX employees and early investors become eligible for sale on Thursday.
Amazon and Alphabet are remarkably comparable.