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Magnite drew fresh analyst backing with StoneX and Craig-Hallum highlighting potential benefits for independent advertising platform, according to TheFly.
Nvidia's shares look like a great deal right now.
Goldman Sachs Group (NYSE:GS) is arranging a reported $22b AI chip financing package linked to Blackstone and Alphabet's Crux AI venture. The bank is working with Crux AI as part of a broader move to support capital intensive AI infrastructure projects. Goldman is also expanding its private equity alternatives platform with fresh fundraises across its global private markets franchise. Goldman Sachs' $22b AI chip financing role and alternatives expansion should be weighed against the rest of...
A federal judge's 106-page opinion, made public Wednesday, orders interoperability, data sharing, and an internal compliance monitor
The Justice Department's antitrust ruling against Google sent supply-side ad tech names sharply higher Thursday, but the demand side sat out the rally entirely, and that split tells you exactly how the market is reading who wins and who doesn't.
Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets. Whether that gap points to a broken supply chain or a broken story changes everything for investors holding a 247x earnings multiple.
A massive financing package is putting Google's custom AI chips at the center of a new cloud buildout.
Lucid (LCID) stock jumped on Wednesday after the electric vehicle maker signed a major partnership with European ride-hailing platform Bolt to deploy at least 25,000 autonomous vehicles across major European cities, extending Lucid's robotaxi push beyond the US for the first time.
The legendary investor's recent comments give cause for concern, but they may also encourage confidence among investors concerned about AI capital spending.
Telecom and software ETFs may offer a defensive AI opportunity as investors rotate away from rate-sensitive chip stocks toward cash-rich mega-cap platforms.
Broadcom's AI chip orders are tripling while the stock keeps sliding, and investors are stuck debating whether the business has already won or whether the hardest part of the trade is still ahead.
Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift means for where the stock goes next.
Nebius Group (NBIS) jumped over 6% in extended trading on September 16 following revised pricing strategies across its on-demand AI compute resources. Yet, the stock remains down roughly 22% over the trailing month due to balance sheet stress, equity dilution fears, and sector rotation. The central tension remains execution: can Nebius convert its massive backlog into revenue before heavy capital commitments squeeze liquidity.
Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
Tapestry (NYSE:TPR) has enabled in-app shopping for Coach and Kate Spade through Google's Gemini app and Google Search. The rollout connects Tapestry's product catalog to Google's AI shopping tools, allowing users to browse and buy without visiting brand websites. Transactions use Universal Commerce Protocol to support direct, secure checkout for Coach and Kate Spade inside Google's platforms. This tighter Gemini and Search integration for Coach and Kate Spade only captures part of how...
Most Meta bulls are building their case on the wrong foundation, and Zuckerberg's own words from the latest earnings call point to a business line that has never appeared on an income statement yet.
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here. In the second quarter, the portfolio gained 6.9%, compared to the S&P 500’s 15.2%. Overall, approximately 34% of the portfolio is in Asia, 43% in North America, and the rest spread across other regions. Hayden Capital remains […]
TSMC is the ultimate pick-and-shovel AI stock that investors can buy to capitalize on the AI infrastructure boom.
AI agents excel at product discovery, but they struggle to close the deal. While 132 million U.S. adults have used AI to assist in a retail purchase, according to PYMNTS Intelligence, the actual conversion rate for these autonomous systems remains stuck. Only 3% of transactions currently involve agents, revealing a massive chasm between finding an […]
The basketball legend used a legal tax loophole to give his parents new jobs that changed their lives, and the best part is anyone can use it.
On Monday, billionaire investor Mark Cuban warned that social media algorithms could amplify anti-AI sentiment even as companies like Meta Platforms, Inc. and Alphabet Inc. pour billions of dollars into building and promoting artificial intelligence. Mark Cuban on Social Media’s...
The European Commission proposed EU-wide rules that would bar children under 13 from accessing socia
Sept 17 (Reuters) - U.S. stock index futures surged on Thursday after the Federal Reserve raised interest rates, reaffirming its focus on taming inflation and removing a long-standing source of market
Blackstone (BX) and Alphabet's (GOOG, GOOGL) cloud venture, Crux AI, is set to receive $22 billion i
Hyperscalers issued $121 billion in bonds last year and are on pace for far more in 2026. Warsh says that's showing up in Treasury yields.
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