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Trump discloses thousands of stock trades, some in companies directly influenced by his policies
Associated Press129d agoneutral
Trump discloses thousands of stock trades, some in companies directly influenced by his policies

Recent presidents have stayed away from trading stocks in companies whose fortunes they could lift or scuttle with the stroke of a pen, but Donald Trump smashed that precedent in the first quarter of this year with more than 3,600 buy and sell orders, many of them involving companies whose profits have been directly impacted by his decisions as head of the government. Among the Trump trades in a recent report filed with a federal ethics agency was as much as $6 million in Nvidia, whose advanced chips Trump approved for sale to China last year. “If he were defense secretary, he would be committing a crime,” said Richard Painter, the chief White House ethics adviser in the George W. Bush administration and a big critic of congressional trading, too.

Investor Angst Emerges in Riskiest Stocks on Rate Uncertainty
Bloomberg129d agoneutral
Investor Angst Emerges in Riskiest Stocks on Rate Uncertainty

(Bloomberg) -- Investors are starting to hedge the risk of a drop in the Russell 2000 Index of smaller companies, despite investors remaining bullish on large-cap stocks.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulStocks and Oil Whipsaw on Mixed US-Iran Signals: Markets WrapIt’s a

Investing.com129d agoneutral
Nvidia earnings preview: Top 5 debates ahead of earnings

Investing.com -- Bank of America maintained a Buy rating and $320 price target on Nvidia ahead of the chipmaker’s fiscal first-quarter results due after the close on Wednesday, identifying five key debates likely to dominate investor focus beyond the headline beat-and-raise dynamics the firm expects.

The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors
24/7 Wall St.129d agoneutral
The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors

The stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors. Treasury yields spiked. Recession fears surfaced more than once. Yet the benchmark S&P 500 has still surged roughly 23.5% since Inauguration Day. That kind of resilience usually feels bullish. ... The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors

The Berkshire Hathaway of AI? Inside the Case for a Tesla-SpaceX Merger
24/7 Wall St.129d agoneutral
The Berkshire Hathaway of AI? Inside the Case for a Tesla-SpaceX Merger

Two of the more credible voices in the Elon Musk orbit are openly speculating that Tesla (NASDAQ: TSLA) and the privately held SpaceX could combine within the next decade. Deepwater Asset Management’s Gene Munster put the odds at over 50% within five to ten years, framing the combined entity as a potential “sovereign AI company” ... The Berkshire Hathaway of AI? Inside the Case for a Tesla-SpaceX Merger

Nvidia's outlook will be a test of its strategy to maintain AI dominance
Reuters129d agoneutral
Nvidia's outlook will be a test of its strategy to maintain AI dominance

Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips ‌can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their ‌own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is ​much larger, but also more contested.

Big Tech Stocks Drive Tenfold Increase in Trump’s Trading
The Wall Street Journal130d agoneutral
Big Tech Stocks Drive Tenfold Increase in Trump’s Trading

Before he entered the White House, President Trump was a real-estate developer and speculator. Lately, his fortune has been wagered on some Big Tech stocks. Money managers for the president made more than 3,700 trades in the first quarter, including million-dollar purchases of Nvidia, Dell and other Big Tech stocks.

European shares rise on Trump's Iran comments
Reuters130d agoneutral
European shares rise on Trump's Iran comments

May 19 (Reuters) - European shares ticked higher on Tuesday after investors welcomed news that the U.S. had paused a planned attack against Iran following Tehran's latest peace proposal, with chances

OpenAI whistleblower ditches Nvidia, AMD for crypto miners
TheStreet130d agoneutral
OpenAI whistleblower ditches Nvidia, AMD for crypto miners

Leopold Aschenbrenner is putting serious money against AI leaders. The former safety researcher, who was fired from OpenAI in 2024, has revealed in the latest 13F filing that his fund Situational Awareness LP has more than doubled its disclosed equity exposure in the first quarter of ...

Anthropic to let partners share Mythos cybersecurity findings with others
Reuters130d agoneutral
Anthropic to let partners share Mythos cybersecurity findings with others

Anthropic said on Monday it is revising its earlier position to allow users of its Mythos cybersecurity model ‌to share information about cyber threats with others who may be exposed ‌to similar vulnerabilities. Mythos, announced on April 7, is being deployed as part of Anthropic's "Project Glasswing," a controlled ​initiative under which select organizations, including major tech firms such as Amazon, Microsoft, Nvidia and Apple, are permitted to use the unreleased Claude Mythos Preview model for defensive cybersecurity purposes. Mythos' capabilities to code at a high level have given it a potentially ‌unprecedented ability to identify cybersecurity ⁠vulnerabilities and devise ways to exploit them, according to experts.