A different AI economics model is starting to take shape
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

JPM plans to double its GIFT City business, while adding liquidity and payments as India's growing global footprint creates new opportunities.

Manchester United: Back in the UEFA Champions League, but still losing money.

IBM (IBM) Vice Chair Gary Cohn sits down with Yahoo Finance Executive Editor Brian Sozzi to talk about how government oversight of AI should both inspire and avoid stifling creativity in the US, and why regulation should focus on product outcomes rather than the underlying technology itself.

Yahoo Finance Executive Editor Brian Sozzi shares his thoughts on the impact of Meta's (META) Muse AI agent on the broader stock market.

Palo Alto Networks' Prisma AIRS tops $100 million in ARR, with rapid customer adoption highlighting growing enterprise AI security demand.

ONEQ hits a 52-week high as AI optimism and falling oil prices fuel Nasdaq gains. More upside ahead?

SSRM is counting on stronger H2 production at Marigold, CC&V and Seabee to meet its 2026 GEO guidance.

Alibaba is scaling Qwen, AI chips and global cloud capacity as triple-digit AI product growth meets heavy capex and execution risk.

Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”. You can download a copy of the letter here. The fund returned 35.34% in the quarter, significantly outperforming the Russell 2000 Growth Index’s 25.71% gain. Robust corporate profits, AI investment, easing oil-shock concerns, strong labor markets, and […]

Xerox shares jump 11.5% in three months as the Lexmark deal, stronger cash flow, debt reduction and a raised 2026 outlook improve its growth profile.

Alarm bells recently went off for Uber Technologies Inc. (NYSE:UBER) after videos showed Tesla Cybercabs hailing automatically. Bears say the Cybercab can eat into Uber’s market share, and reports suggest Tesla (NASDAQ:TSLA) driverless rides come in cheaper than Uber rides. The stock recently saw key insider buying and selling activity that you should not miss. […]
Key Stats for Pfizer StockCurrent Price: $27. 93Target Price (Mid): ~$29Street Target: ~$29Potential Total Return: ~5%Annualized IRR: ~1.

Sin stocks can offer resilient demand and strong cash generation, but regulation, legal risks and shifting social attitudes remain key considerations. Sin stocks span tobacco, alcohol, gambling and defense.

Amgen's dazodalibep meets its primary goal in a Phase III study, showing sustained improvement in systemic Sjogren's disease activity through week 48.

The Fed just voted unanimously to keep money expensive, oil is spiking, and the housing recovery that was supposed to save Rocket Companies never showed up. Something has to give, and the question is whether it is inflation or the stock.

Microsoft (MSFT) has returned about 33% over the past three months, though it is down 3.1% over the past twelve months. Near $500 a share, the stock carries a trailing price-to-earnings ratio of about 26.7 times adjusted earnings. Whether that multiple looks elevated or not, it is the wrong number to make the decision on, because the earnings analysts already expect are not in it.

Even the Golden Arches has an AI operating system now, and franchisees are getting the bill for it
The fast-food giant finally revealed what its reset will cost

Jefferies is expanding European private credit with $4 billion in lending capacity as Point Bonita's Radiant World exposure raises risk questions.

IonQ shares (NYSE: IONQ) rose 4.1% to $42.42 on Wednesday morning as investors weighed the company’s planned deployment of its Superion 256 system at NVIDIA’s Accelerated Quantum Research Center. The system will connect IonQ’s full-stack quantum system directly to NVIDIA’s AI infrastructure,...
Key Stats for Shopify StockCurrent Price: $147. 74Model Entry Price: $137.

Singapore spent $6,551 per person on health care in 2023 against $13,473 in the US, and on 2024 figures its people live about four and a half years longer.

PAAS expands its reserve base through exploration and drilling, adding silver and gold resources while advancing Timmins for potential growth.

Treasury yields spiked, with the 10-year yield climbing to its highest point in nearly 20 years. The 10-year yield hit 5.058%, its highest yield since 2007. The 5% mark is generally considered critical for investors since yields at this level weigh on earnings, particularly for growth names.
Another day, another big revelation of how Elon Musk is thinking about a huge opportunity for SpaceX (SPCX): Space itself. (It’s in the name, after all.

Tiger Global Management is a New York investment firm run by Chase Coleman III, who trained under Julian Robertson at Tiger Management before launching his own fund. Tiger Global’s latest 13F showed the fund opened nine new positions during the quarter, including two major AI names. The largest of them is Cerebras Systems Inc. (NASDAQ:CBRS). […]
Low price-to-sales stocks can signal value, when supported by solid fundamentals, improving margins and healthy financial strength. PRAA, TPC, DINO, GPRE and PBF stand out.
Today on Sozzi Unleashed, we dive into the market's reaction to Meta's (META) Muse AI, Ray Dalio’s latest warning on a potential AI bubble, and Sozzi’s one-on-one conversation with IBM (IBM) Vice Chair and former US National Economic Council Director Gary Cohn.
Stifel also sees pluggable optics as an underappreciated volume driver across AI networks