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Polymarket now prices real odds of a September rate hike, and that puts millions of investors holding the most popular dividend ETF in a position their fund was never designed to handle. Fidelity quietly built something for exactly this moment.
Deutsche Bank predicts that SpaceX (SPCX) will hit $100 billion in annual recurring revenue (ARR) by the end of 2026. Yahoo Finance Senior Business Reporter Ines Ferré and PNC Asset Management Group chief investment officer Amanda Agati share their thoughts.
Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) combined, up 77% from $410 billion just last year. That kind of spending has become the defining feature of this market cycle, and most bubble warnings focus on the usual ... IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up
Alphabet's investment in SpaceX was a wise move.
With a strong stock price run and hundreds of millions in dividend payouts, Coca-Cola will stay a top holding in the Berkshire portfolio for some time.
RBC Capital kept a ‘Sector Perform’ rating on Upwork while citing pressure from both artificial intelligence trends and changes to Google's search algorithm.
What is Berkshire's new CEO waiting for to put more cash to work?
Hyperscalers are quietly building custom silicon that could shift the AI infrastructure power balance in ways most investors have not yet priced in. The question is not whether this threatens Nvidia, but who captures the next wave of AI premium when inference explodes.
Futures for the Dow Jones Industrial Average and the other major stock indexes traded higher Tuesday, after it was reported the U.S. and Iran had reached "some sort of an arrangement" for a peace deal.
French media organisations have asked France’s competition regulator to intervene over Google’s (NASDAQ:GOOG) use of artificial intelligence to generate summaries of news articles, according to a press trade association body. The publishers argue that Google’s AI-generated summaries are reducing the number of users clicking through to their websites, potentially weakening an important source of traffic for traditional media companies.
Bulls are stacking up price targets that tower above current levels while a famous short seller is betting against the memory giant. The case for each side is stronger than you might expect.
Novo Nordisk has entered a strategic partnership with Amazon Web Services (AWS) to enhance drug discovery using artificial intelligence and cloud technologies. This collaboration includes establishing a co-innovation hub in London, which brings together AWS engineers, AI specialists, and Novo Nordisk's research and development teams to streamline the process of bringing new medicines to market. As part of this agreement, AWS becomes Novo Nordisk's preferred cloud provider and strategic AI...
Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]
<body><p>STORY: From Nvidia drumming up cash to four legged robots keeping homes safe.</p><p>This is Tech Weekly. </p><p>:: Tech Weekly</p><p>Nvidia said it's partnered with six major financial institutions to launch compute financing platforms...</p><p>aimed at raising over $500 billion in third-party capital for AI infrastructure.</p><p>Nvidia CEO Jensen Huang said on X that the company has the option to backstop up to $125 billion, or 25% of the potential deals.</p><p>The move highlights how surging demand for AI computing capacity is drawing institutional investors.</p><p>A U.S. appeals court allowed thousands of lawsuits to move forward against Meta Platforms, Alphabet's Google, ByteDance's TikTok and Snap Inc's Snapchat.</p><p>It's over claims they designed their products to be addictive to young users.</p><p>A San Francisco-based court rejected an appeal by Meta and TikTok seeking to overturn a lower court ruling requiring them to face more than 3,000 lawsuits filed in federal court.</p><p> Eyewitness video captured the moment China’s Long March 7A rocket exploded after take-off in Hainan.</p><p>State news agency Xinhua said the cause was under investigation.</p><p>The failure could trigger checks of other Chinese launches if investigators identify a problem involving shared components, manufacturing or Wenchang launch operations.</p><p>And would you trust a robot dog to keep you safe at home?</p><p>"Hey this is Landon from Undaunted products. How can I help you today?"</p><p>Robotic dogs are replacing overnight security guards at several Atlanta apartment complexes, where property managers say the machines are helping deter crime and improve safety.</p><p>At 445 Cleveland Apartments, two four-legged robots patrol the property's roughly 200 units.</p><p>The robots, operated by Atlanta-based startup Undaunted, are remotely controlled by human operators.</p><p>They monitor live camera feeds and communicate directly with residents through onboard speakers.</p></body>
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
Anthropic is embedding "imperceptible" machine-readable watermarks directly into text generated by new Claude models, making copied AI output easier to trace as schools, publishers and other organizations grapple with undisclosed machine-written content. Claude Watermarks Follow Text Across Platforms IPO-bound Anthropic...
Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall Street expects.
Investing.com -- S&P 500 companies are on course for 32% year-on-year EPS growth in the second quarter of 2026, following a 30% jump in Q1. This back-to-back earnings run rivals the strongest on record.
(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U
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